Nonprofit · EIN 41-3227399
CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION
Tax-exempt · FORT MYERS, FL 33908
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $1,000,137 | $0 | $1,000,137 | $176,523 | $0 | $176,523 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,000,137
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $0
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $176,523
- Total liabilities, end of year
- $0
- Net assets, end of year
- $176,523
- Fair market value of assets
- $989,308
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WILLIAM A BLOOMHALL II 11320 LONGWATER CHASE CT, FORT MYERS, FL 33908 | TRUSTEE | 1 | $0 |
| CAROLINE C BLOOMHALL 11320 LONGWATER CHASE CT, FORT MYERS, FL 33908 | TRUSTEE | 1 | $0 |
| JOSEPH R CATTI 11320 LONGWATER CHASE CT, FORT MYERS, FL 33908 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 11320 LONGWATER CHASE CT, FORT MYERS, FL 33908-4923
- Signed the 990-PF
- WILLIAM A BLOOMHALL II, TRUSTEE
- Phone
- (323) 849-2812
- Return prepared by
- RSM US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | Check at the IRS |
| 2023 | December 31, 2023 | May 15, 2024 | Check at the IRS |
IRS record
- EIN
- 41-3227399
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2026
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $176,523
- Income (IRS master file)
- $1,000,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $1,000,137 | $0 | $176,523 | XML |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 41-3227399).
Questions about CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION
- What is the EIN of CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION?
- The employer identification number (EIN) of CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION is 41-3227399.
- Is CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2026.
- Are donations to CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CAROLINE AND WILLIAM BLOOMHALL FAMI LY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,000,137, expenses of $0 and total assets of $176,523 at year end.
Other nonprofits in FORT MYERS
- LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC EIN 65-0645343 · last filed 990 for 2025
- SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC EIN 59-6580974 · last filed 990 for 2025
- UNITED WAY OF LEE COUNTY INC EIN 59-1005169 · last filed 990 for 2024
- FLORIDA GULF COAST UNIVERSITY FINANCING CORPORATION EIN 11-3685135 · last filed 990 for 2025
- BABA FOUNDATION INC EIN 33-2072861 · last filed 990-PF for 2024
- THE LEGACY FOUNDATION AT SHELL POINT INC EIN 80-0002415 · last filed 990 for 2025
- SWFL CHILDRENS CHARITIES INC EIN 26-2302491 · last filed 990 for 2025
- LOS GATOS FOUNDATION INC EIN 33-3067621 · last filed 990-PF for 2025
All nonprofits in FORT MYERS · Florida · Philanthropy, voluntarism and grantmaking foundations