Bloomfield Family Foundation

The Bloomfield Family Foundation (EIN 93-1307278) is a non-operating private grantmaking foundation established in 2001 and classified under NTEE code T22 (Private Grantmaking Foundations). The foundation is administered by US Bank in Milwaukee, Wisconsin, operating from a PO Box address rather than staffed offices. This bank-managed structure is a common arrangement for family foundations in this asset range, allowing professional investment management and administrative compliance without the overhead of dedicated staff. The foundation receives consistent annual contributions of approximately $160,000 from the Bloomfield family and distributes $126,000-$195,000 annually in charitable grants. With no website or public presence, the foundation operates as a pass-through grantmaking vehicle, receiving family contributions and distributing them to qualifying charities while growing a modest investment portfolio managed by US Bank.

The Bloomfield Family Foundation demonstrates remarkably stable and predictable funding patterns. Annual contributions from the founding family have been consistently $140,000-$160,000 over the past decade, with $105,205 received in the most recent filing (2023) and $160,000 in the three prior years. Investment income supplements contributions: dividends typically range from $25,000-$55,000 annually, with occasional capital gains ($349,622 in 2020, $156,304 in 2019, $98,655 in 2023). Total grant distributions have grown steadily from $94,700 (2011) to $190,175 (2023), tracking the growth in the foundation's investment portfolio. Administrative expenses are modest at $24,000-$31,000 annually, reflecting the lean bank-managed structure. The foundation consistently meets its 5% minimum distribution requirement, with distributable amounts ranging from $58,688 (2011) to $142,074 (2023). Total assets have grown from $1.15 million (2011) to $2.02 million (2023), with fair market value reaching $2.98 million in the most recent period.

The Bloomfield Family Foundation is a well-managed mid-size family foundation that consistently exceeds its minimum distribution requirements while growing its asset base, placing it in the upper quartile of performance for bank-managed foundations in this size range.

The most recent IRS filing (tax year 2023) shows the Bloomfield Family Foundation in strong financial health. Total revenue was $259,465, comprising $105,205 in contributions, $55,495 in dividends, and $98,655 in capital gains. The foundation distributed $190,175 in charitable grants, its highest annual payout on record. Total expenses were $221,374, with $31,199 in administrative costs. The investment portfolio performed well, with fair market value reaching $2,979,331 (up from $2,492,862 in the prior year). The portfolio includes $298,881 in corporate bonds and $1,518,955 in other investments. Net fund worth stood at $2,019,376, up from $1,982,072 the prior year. The foundation paid $1,794 in excise tax on net investment income. No officers received compensation, consistent with the US Bank managed structure. The computed minimum investment return was $142,074, and the required distributable amount was $140,647 — both comfortably exceeded by the actual $190,175 in distributions.

Prospective grant seekers should understand several key characteristics of the Bloomfield Family Foundation before approaching. First, this is a bank-managed private foundation with no public-facing website, application portal, or published guidelines — the listed website (bloomfield.org) belongs to Bloomfield Hills Schools, not this foundation. Second, grant inquiries should be directed to US Bank in Milwaukee (PO Box 634, Milwaukee, WI 53201), which serves as the foundation's administrator and trustee. Third, the foundation's NTEE code (T22) and filing history suggest general charitable grantmaking without a narrow topical focus, meaning proposals across a range of charitable purposes may be considered. Fourth, with annual distributions of approximately $190,000, individual grants are likely in the $5,000-$50,000 range depending on the number of grantees. Fifth, the consistent pattern of family contributions suggests the Bloomfield family remains actively involved in grant decisions even though US Bank handles administration. Sixth, because the foundation has no staff or formal application process, personal connections to the Bloomfield family or a referral through US Bank's philanthropic advisory team would be the most effective approach pathway.