Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 12-01-2017 , and ending 11-30-2018
Name of foundation
THE ARTHUR & BARBARA BLOOM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)3205 MIDWAY DRIVE SUITE C
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SAN DIEGO, CA921104550
A Employer identification number

95-3679804
B Telephone number (see instructions)

(619) 221-2982
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,446,906J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 275 275  
4 Dividends and interest from securities... 51,680 51,680  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 51,955 51,955  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,655 1,828   1,827
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 283 128   127
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,938 1,956   1,954
25 Contributions, gifts, grants paid....... 177,699 177,699
26 Total expenses and disbursements. Add lines 24 and 25 182,637 1,956   179,653
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -130,682
b Net investment income (if negative, enter -0-) 49,999
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 168,671 34,199 34,199
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........   2,197 2,197
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 437,799 Click to see attachment437,799 4,410,510
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 606,470 474,195 4,446,906
Liabilities 17 Accounts payable and accrued expenses.......... 1,593  
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 1,593 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 604,877 474,195
29 Total net assets or fund balances (see instructions)..... 604,877 474,195
30 Total liabilities and net assets/fund balances (see instructions). 606,470 474,195
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
604,877
2
Enter amount from Part I, line 27a .....................
2
-130,682
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
474,195
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
474,195
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 181,353 3,340,307 0.054292
2017 163,599 3,187,654 0.051323
2016 147,136 3,086,404 0.047672
2015 142,665 2,593,984 0.054998
2014 107,196 2,482,653 0.043178
2
Total of line 1, column (d) .....................
2
0.251463
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.050293
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
4,025,257
5
Multiply line 4 by line 3......................
5
202,442
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
500
7
Add lines 5 and 6........................
7
202,942
8
Enter qualifying distributions from Part XII, line 4,.............
8
179,653
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 1,000
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,000
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,000
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 3,200
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 3
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,197
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet2,197 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBARBARA BLOOM Telephone no.bullet (619) 221-2982

    Located atbullet3205 MIDWAY DRIVE SUITE CSAN DIEGOCA ZIP+4bullet921104550
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BARBARA BLOOM PRESIDENT
    2.00     		0 0 0
    3205 MIDWAY DRIVE STE C
    SAN DIEGO,CA921104550
    TODD BLOOM SECRETARY
    0.00     		0 0 0
    3205 MIDWAY DRIVE STE C
    SAN DIEGO,CA921104550
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 CASH CONTRIBUTIONS TO PUBLIC CHARITIES FOR RELIGIOUS, CHARITABLE, SCIENTIFIC, LITERARY, EDUCATIONAL AND PUBLIC SAFETY PURPOSES. 177,699
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,953,696
    b
    Average of monthly cash balances.......................
    1b
    132,859
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,086,555
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,086,555
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    61,298
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,025,257
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    201,263
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    201,263
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    1,000
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,000
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    200,263
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    200,263
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    200,263
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    179,653
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    179,653
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    179,653
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 200,263
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015...... 8,595
    c From 2016......  
    d From 2017...... 6,404
    e From 2018...... 20,736
    fTotal of lines 3a through e........ 35,735
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 179,653
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 179,653
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 20,610 20,610
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 15,125
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		15,125
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018.... 15,125
    e Excess from 2019....  
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    BARBARA BLOOM
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S SAN DIEGO
    6632 CONVOY COURT
    SAN DIEGO,CA92111     		NONE PUBLIC CHARITY TO PROVIDE SAN DIEGO FAMILIES WITH CARE AND SUPPORT, WHILE ADVANCING CRITICAL LOCAL RESEARCH FOR A CURE. 200
    AMERICAN HEART ASSOCIATION
    9404 GENESEE AVE STE 240
    LA JOLLA,CA92037     		NONE PUBLIC CHARITY TO BUILD HEALTHIER LIVES, FREE OF CARDIOVASCULAR DISEASES AND STROKE 175
    AMERICAN RED CROSS
    PO BOX 24049
    PHOENIX,AZ850744049     		NONE PUBLIC CHARITY TO PROVIDE EMERGENCY ASSISTANCE, DISASTER RELIEF AND EDUCATION IN THE UNITED STATES 1,250
    ATHENAEUM MUSIC & ARTS LIBRARY
    1008 WALL STREET
    LA JOLLA,CA92037     		NONE PUBLIC CHARITY TO SUPPORT MUSIC AND ART EDUCATION 2,000
    CATO INSTITUTE
    PO BOX 97128
    WASHINGTON,DC200777449     		NONE PUBLIC CHARITY TO PROMOTE AN AMERICAN PUBLIC POLICY BASED ON INDIVIDUAL LIBERTY, LIMITED GOVERNMENT, FREE MARKETS AND PEACEFUL INTERNATIONAL RELATIONS 150
    CITIZENSHIP COUNTS
    PO BOX 805
    VORHEES,NJ08043     		NONE PUBLIC CHARITY TO EDUCATE TODAY'S YOUTH ON THE TENENTS OF CITIZENSHIP, ENCOURAGE THEM TO APPRECIATE THEIR RIGHTS AND RESPONSIBILITIES AS AMERICANS, AND GIVE THEM AN OPPORTUNITY TO CELEBRATE CITIZENSHIP. 500
    CITY OF HOPE
    PO BOX 513477
    LOS ANGELES,CA900513477     		NONE PUBLIC CHARITY TO TREAT BOTH PHYSICAL AND EMOTIONAL NEEDS OF CANCER PATIENTS 250
    CONGREGATION BETH ISRAEL
    9001 TOWNE CENTRE DRIVE
    SAN DIEGO,CA92122     		NONE PUBLIC CHARITY TO SUPPORT SAN DIEGO'S OLDEST JEWISH CONGREGATION AND ITS PROGRAMS 8,899
    DOCTORS WITHOUT BORDERS
    PO BOX 5022
    HAGERSTOWN,MD217415022     		NONE PUBLIC CHARITY TO HELP PEOPLE WORLDWIDE BY DELIVERING EMERGENCY MEDICAL ASSISTANCE 450
    EPILEPSY FOUNDATION OF SAN DIEGO COUNTY
    2055 EL CAJON BOULEVARD
    SAN DIEGO,CA92104     		NONE PUBLIC CHARITY TO FIGHT TO STOP SEIZURES, FIND A CURE, AND OVERCOME CHALLENGES CREATED BY EPILEPSY 500
    FATHER JOE'S VILLAGES
    3350 E STREET
    SAN DIEGO,CA92102     		NONE PUBLIC CHARITY TO PROVIDE TO THE HOMELESS COMMUNITY 5,000
    FEEDING SAN DIEGO
    9455 WAPLES STREET SUITE 135
    SAN DIEGO,CA92121     		NONE PUBLIC CHARITY TO ADVOCATE FOR THE RIGHTS OF THE FOOD INSECURE ON A FEDERAL, STATE, AND LOCAL LEVEL 400
    HILLEL OF SAN DIEGO
    5717 LINDO PASEO
    SAN DIEGO,CA92115     		NONE PUBLIC CHARITY TO INVOLVE UNIVERSITY AGE JEWS IN WAYS THAT FOSTER A COMMITMENT TO JEWISH LIFE 1,000
    JACOBS & CUSHMAN SAN DIEGO FOOD BANK
    9850 DISTRIBUTION AVENUE
    SAN DIEGO,CA92121     		NONE PUBLIC CHARITY TO SUPPORT HUNGER RELIEF IN SAN DIEGO 650
    JEWISH FAMILY SERVICE OF SAN DIEGO
    8804 BALBOA AVENUE
    SAN DIEGO,CA921231506     		NONE PUBLIC CHARITY TO PROVIDE ESSENTIAL SERVICES TO PEOPLE IN NEED 15,000
    JEWISH FEDERATION OF SAN DIEGO COUNTY
    4950 MURPHY CANYON RD STE 100
    SAN DIEGO,CA92123     		NONE PUBLIC CHARITY TO BUILD A CARING & CONNECTED JEWISH COMMUNITY 25,000
    JUDICIAL WATCH INC
    PO BOX 96234
    WASHINGTON,DC20090     		NONE PUBLIC CHARITY TO ADVOCATE HIGH STANDARDS OF ETHICS AND MORALITY IN OUR NATIONS PUBLIC LIFE AND SEEKS TO ENSURE THAT POLITICAL AND JUDICIAL OFFICERS DO NOT ABUSE THE POWERS ENTRUSTED TO THEM BY THE AMERICAN PEOPLE. 150
    KPBS
    5200 CAMPANILE DRIVE SDSU
    SAN DIEGO,CA921825400     		NONE PUBLIC CHARITY TO PROVIDE LOCAL COMMUNITIES WITH TRUSTED NEWS AND PROGRAMS THAT INSPIRE, RESPECT, AND EDUCATE THE AUDIENCE 1,500
    LA JOLLA INSTITUTE FOR ALLERGY AND IMMUNOLOGY
    9420 ATHENA CIRCLE
    LA JOLLA,CA92037     		NONE PUBLIC CHARITY TO UNDERSTAND THE FAR-REACHING POWER OF THE IMMUNE SYSTEM BECAUSE WE BELIEVE THAT NO OTHER BIOMEDICAL DISCIPLINE HAS GREATER IMPLICATIONS FOR HUMAN HEALTH. 1,000
    LA JOLLA PLAYHOUSE
    PO BOX 12039
    LA JOLLA,CA92039     		NONE PUBLIC CHARITY TO SUPPORT THE PERFORMING ARTS 11,000
    LAWRENCE FAMILY JEWISH COMMUNITY CENTER
    4126 EXECUTIVE DRIVE
    LA JOLLA,CA92037     		NONE PUBLIC CHARITY TO CONNECT THE COMMUNITY TO JEWISH HERITAGE, IDENTITY, EXPERIENCES AND VALUES TO ENSURE CONTINUITY AND VIBRANCY OF THE JEWISH COMMUNITY 1,250
    LEADERSHIP INSTITUTE
    1101 NORTH HIGHLAND STREET
    ARLINGTON,VA22201     		NONE PUBLIC CHARITY TO TEACH CONSERVATIVES OF ALL AGES HOW TO SUCCEED IN POLITICS, GOVERNMENT AND THE MEDIA 150
    LOS ANGELES COUNTY MUSEUM OF ART
    PO BOX 51883
    LOS ANGELES,CA90099     		NONE PUBLIC CHARITY TO PROMOTE CONTEMPORARY ART 250
    MINGEI INTERNATIONAL MUSEUM
    1439 EL PRADO
    SAN DIEGO,CA92101     		NONE PUBLIC CHARITY TO PROMOTE WORLD FOLK ART 5,500
    MUSEUM OF CONTEMPORARY ART SAN DIEGO (MCASD)
    700 PROSPECT STREET
    LA JOLLA,CA920374291     		NONE PUBLIC CHARITY TO PROMOTE CONTEMPORARY ART 27,825
    MUSEUM OF PHOTOGRAPHIC ARTS
    1649 EL PRADO
    SAN DIEGO,CA92101     		NONE PUBLIC CHARITY TO PROMOTE PHOTOGRAPHIC ARTS 500
    PACIFIC RESEARCH INSTITUTE
    101 MONTGOMERY STREET STE 1300
    SAN FRANCISCO,CA94104     		NONE PUBLIC CHARITY TO CHAMPION FREEDOM, OPPORTUNITY, AND PERSONAL RESPONSIBILITY FOR ALL INDIVIDUALS BY ADVANCING FREE-MARKET POLICY SOLUTIONS. 1,000
    PARALYZED VETERANS OF AMERICA
    7 MILL BROOK ROAD PO BOX 902
    WILTON,NH030860902     		NONE PUBLIC CHARITY TO CHANGE THE LIVES AND BUILD BETTER FUTURES FOR SERIOUSLY INJURED VETERANS 550
    PLANNED PARENTHOOD OF THE PACIFIC SOUTHWEST
    1075 CAMINO DEL RIO SOUTH
    SAN DIEGO,CA92108     		NONE PUBLIC CHARITY TO PROVIDE REPRODUCTIVE HEALTH SERVICES TO PEOPLE IN NEED 500
    PROMISES 2 KIDS
    9400 RUFFIN COURT STE A
    SAN DIEGO,CA92123     		NONE PUBLIC CHARITY TO RESPOND TO THE NEEDS OF FOSTER CHILDREN AND CHILDREN TAKEN FROM THEIR HOMES DUE TO ABUSE AND NEGLECT 250
    RESPONSIBILITY
    PO BOX 433199
    SAN YSIDRO,CA92143     		NONE PUBLIC CHARITY TO PROVIDE A VARIETY OF EDUCATIONAL PROGRAMS, UTILIZING THE COMMITMENT OF A PROFESSIONAL STAFF, AND VOLUNTEERS. 200
    SALK INSTITUTE FOR BIOLOGICAL STUDIES
    10010 NORTH TORREY PINES ROAD
    LA JOLLA,CA920371002     		NONE PUBLIC CHARITY TO RESEARCH BIOLOGY AND ITS RELATION TO HEALTH 5,000
    SAN DIEGO CENTER FOR CHILDREN
    3002 ARMSTRONG STREET
    SAN DIEGO,CA92111     		NONE PUBLIC CHARITY TO PROTECT THE JOY OF CHILDHOOD, PREVENT EMOTIONAL SUFFERING AND INCITE CHANGE 500
    SAN DIEGO CENTER FOR JEWISH CULTURE
    4126 EXECUTIVE DRIVE
    LA JOLLA,CA92037     		NONE PUBLIC CHARITY TO EXPLORE THE JEWISH EXPERIENCE THROUGH THE ARTS 1,300
    SAN DIEGO HISTORY CENTER
    1649 EL PRADO SUITE 3
    SAN DIEGO,CA92101     		NONE PUBLIC CHARITY TO EDUCATE AND ENRICH THE COMMUNITY, PRESERVE SAN DIEGO HISTORY, AND FOSTER CIVIC PRIDE 200
    SAN DIEGO MUSEUM OF ART
    PO BOX 122107
    SAN DIEGO,CA92112     		NONE PUBLIC CHARITY TO SUPPORT THE ARTS 1,500
    SAN DIEGO PUBLIC LIBRARY FOUNDATION
    PO BOX 120391
    SAN DIEGO,CA92112     		NONE PUBLIC CHARITY TO PROMOTE EDUCATION BY SUPPORTING THE PUBLIC LIBRARY SYSTEM 150
    SAN DIEGO RESCUE MISSION
    PO BOX 80427
    SAN DIEGO,CA921380427     		NONE PUBLIC CHARITY TO ADVOCATE CHRISTIAN VALUES BY SERVING THE NEEDS OF THE POOR, ADDICTED, ABUSED AND HOMELESS 1,000
    SAN DIEGO SYMPHONY
    1245 SEVENTH AVENUE
    SAN DIEGO,CA92101     		NONE PUBLIC CHARITY TO SUPPORT MUSICAL ARTS 16,100
    SEACREST VILLAGE RETIREMENT COMMUNITIES
    211 SAXONY ROAD
    ENCINITAS,CA92024     		NONE PUBLIC CHARITY TO SUPPORT SENIOR HOUSING AND HEALTHCARE NEEDS REGARDLESS OF ABILIITY TO PAY 18,350
    SERVING SENIORS
    525 14TH STREET SUITE 200
    SAN DIEGO,CA92101     		NONE PUBLIC CHARITY TO PROVIDE SERVICES THAT SUPPORT SENIOR CITIZENS AND THEIR FAMILIES 5,000
    SLOAN-KETTERING CANCER CENTER
    PO BOX 5028
    HAGERSTOWN,MD21741     		NONE PUBLIC CHARITY TO SUPPORT CANCER RESEARCH 150
    SPECIAL DELIVERY SAN DIEGO
    4021 GOLDFINCH STREET
    SAN DIEGO,CA92103     		NONE PUBLIC CHARITY TO PROVIDE FRESH, HEALTHY FOOD FOR THE CRITICALLY ILL IN SAN DIEGO. 1,000
    SPECIAL OLYMPICS SOUTHERN CALIFORNIA
    PO BOX 2006
    SANTA MONICA,CA90406     		NONE PUBLIC CHARITY TO ADVOCATE SPORTS FOR CHILDREN AND ADULTS WITH INTELLECTUAL DISABILITIES 100
    TEMPLE EMANUEL
    6299 CAPRI DRIVE
    SAN DIEGO,CA92120     		NONE PUBLIC CHARITY TO SUPPORT A REFORM JEWISH SYNAGOGUE 500
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20002     		NONE PUBLIC CHARITY TO SUPPORT THE CONSERVATIVE MOVEMENT OF RESTORING AMERICA'S FOUNDING PRINCIPALS 150
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 4261
    PITTSFIELD,MA012024261     		NONE PUBLIC CHARITY TO CURE LEUKEMIA, LYMPHOMA, HODGKIN'S DISEASE AND MYELOMA AND TO IMPROVE THE QUALITY OF LIFE OF PATIENTS 100
    THE NEW CHILDREN'S MUSEUM
    200 WEST ISLAND AVE
    SAN DIEGO,CA92101     		NONE PUBLIC CHARITY TO PROVIDE INTERACTIVE EDUCATIONAL EXPERIENCES TO CHILDREN THAT PROMOTE LEARNING THROUGH THE ARTS 500
    THE OLD GLOBE THEATER
    PO BOX 122171
    SAN DIEGO,CA921129890     		NONE PUBLIC CHARITY TO SUPPORT THE PERFORMING ARTS 6,000
    THE SALVATION ARMY
    PO BOX 503580
    SAN DIEGO,CA921503580     		NONE PUBLIC CHARITY TO PROMOTE FAITH BY ASSISTING PEOPLE IN NEED 1,150
    UCSD FOUNDATION - CHANCELLOR'S ASSOCIATES
    9500 GILMAN DRIVE 0083
    LA JOLLA,CA920930083     		NONE PUBLIC CHARITY TO ASSIST UCSD OBTAIN PRIVATE GIFTS TO ENHANCE RESEARCH AND EDUCATION 1,500
    UCSD FOUNDATION - THE STUART COLLECTION
    9500 GILMAN DRIVE
    LA JOLLA,CA92093     		NONE PUBLIC CHARITY TO ENRICH THE CULTURAL, INTELLECTUAL, AND SCHOLARLY LIFE OF THE UCSD CAMPUS THORUGH THE ARTS 2,000
    UNICEF
    PO BOX 96964
    WASHINGTON,DC200906964     		NONE PUBLIC CHARITY TO SUPPORT DISADVANTAGED CHILDREN EVERYWHERE 1,000
    US HOLOCAUST MEMORIAL MUSEUM
    PO BOX 1567
    MERRIFIELD,VA221161567     		NONE PUBLIC CHARITY TO PROVIDE A MEMORIAL FOR AND EDUCATE ABOUT THE HOLOCAUST 150
    VOICES FOR CHILDREN
    2851 MEADOW LARK DRIVE
    SAN DIEGO,CA92123     		NONE PUBLIC CHARITY TO IMPROVE THE LIVES OF FOSTER CHILDREN 500
    WOUNDED WARRIOR PROJECT
    PO BOX 758541
    TOPEKA,KS666758541     		NONE PUBLIC CHARITY TO OFFER A VARIETY OF PROGRAMS, SERVICE AND EVENTS FOR WOUNDED VETERANS 600
    YMCA OF SAN DIEGO COUNTY
    3708 RUFFIN ROAD
    SAN DIEGO,CA92123     		NONE PUBLIC CHARITY TO NURTURE THE POTENTIAL OF KIDS, HELP PEOPLE LIVE HEALTHIER AND SUPPORT NEIGHBORS TO STRENGHEN COMMUNITIES 150
    Total .................................bullet 3a 177,699
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 275  
    4 Dividends and interest from securities....     14 51,680  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 51,955 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    51,955
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    THE ARTHUR & BARBARA BLOOM FOUNDATION
    EIN:
    95-3679804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 3,655 1,828   1,827

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    THE ARTHUR & BARBARA BLOOM FOUNDATION
    EIN:
    95-3679804
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COSTCO COMMON STOCK 437,799 4,410,510

    TY 2017 OtherExpensesSchedule
    Name:
    THE ARTHUR & BARBARA BLOOM FOUNDATION
    EIN:
    95-3679804
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEES 105 53   52
    BANK CHARGES 150 75   75
    PENALTY 28 0   0


    TY 2017 TaxesSchedule
    Name:
    THE ARTHUR & BARBARA BLOOM FOUNDATION
    EIN:
    95-3679804
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES ON INVESTMENT INCOME 1,000 0   0