Louis Bloomberg and Helen E Bloomberg Fdn
Louis Bloomberg and Helen E Bloomberg Fdn is a private foundation, based in Youngstown, OH. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $492K in total assets. In 2025, it awarded 7 grants totaling $26K. Net investment income was $44K.
Louis Bloomberg and Helen E Bloomberg Fdn at a glance
In short: Louis Bloomberg and Helen E Bloomberg Fdn gave $26K across 7 grants in 2025 (avg $4K), mostly in Ohio. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $26,468
- +4.9% vs 2024
- Grants made (2025)
- 7
- -12.5% vs 2024
- Average grant
- $3,781
- +19.9% vs 2024
- Median grant
- $4,391
- Total assets
- $491,590
- +2.8% vs 2024
- Primary geography
- Ohio (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Louis Bloomberg and Helen E Bloomberg Fdn funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Ohio State University Medical School Office of Planned Giving ($6K). Together the top 7 received $26K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How Louis Bloomberg and Helen E Bloomberg Fdn gives
- Giving held roughly steady from 2022 to 2025 (−11%). Method
- In 2025 it paid out 109% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $25K (2024) to $30K (2022). In 2025 it made 7 grants totaling $26K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Ohio State University Medical School Office of Planned Giving Columbus, OH | Public Support | $5,585 |
| Youngstown Area Jewish Foundation Youngstown, OH | Public Support | $5,585 |
| Neomed Foundation Rootstown, OH | Public Support | $5,585 |
| Ohev-Tzedek Temple Youngstown, OH | Public Support | $4,391 |
| Hillel Foundation Ohio State University Columbus, OH | Public Support | $2,806 |
| Angels for Animals Canfield, OH | Public Support | $1,323 |
| Ohev Beth Sholom Youngstown, OH | Public Suport | $1,193 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $491,590 | $49,397 | $35,970 | $26,468 | 7 | $30,289 | $43,997 | $27,789 |
| 2024 | $478,168 | $37,902 | $33,980 | $25,233 | 8 | $28,880 | $32,801 | $26,468 |
| 2023 | $474,242 | $10,864 | $34,920 | $26,558 | 8 | $30,094 | $10,775 | $25,233 |
| 2022 | $498,892 | $20,386 | $39,275 | $29,660 | 6 | $33,081 | $15,310 | $26,554 |
| 2021 | $517,784 | $45,649 | $35,121 | $26,098 | 6 | $29,689 | $40,218 | $29,660 |
| 2020 | $499,259 | $35,573 | $34,719 | $26,274 | 6 | — | $30,757 | $26,098 |
| 2019 | $506,409 | $27,731 | $35,584 | $26,626 | 6 | — | $22,860 | $26,272 |
Under IRS private-foundation payout rules, Louis Bloomberg and Helen E Bloomberg Fdn reported a distributable amount of $28K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Louis Bloomberg and Helen E Bloomberg Fdn's only listed officer is Farmers Trust CO, Trustee on every filing since 2023 (compensated).
Officers on the 2025 filing
Farmers Trust CO
Trustee
On filings since 2023
2 hrs/week
$6K (2023) → $7K (2025)
Former officers (1)
- Former: Farmers Trust Company (2019–2022) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Farmers Trust CO (Trustee).
Frequently asked questions about Louis Bloomberg and Helen E Bloomberg Fdn
How much does Louis Bloomberg and Helen E Bloomberg Fdn give each year?
Louis Bloomberg and Helen E Bloomberg Fdn gave $26K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $25K across 8 grants.
What is Louis Bloomberg and Helen E Bloomberg Fdn's typical grant size?
Louis Bloomberg and Helen E Bloomberg Fdn's median grant in 2025 was $4,391, and its average grant was $3,781, across 7 grants on its 2025 IRS Form 990-PF.
Where does Louis Bloomberg and Helen E Bloomberg Fdn give grants?
Louis Bloomberg and Helen E Bloomberg Fdn gives mostly in Ohio: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Youngstown, OH (3 grants) and Columbus, OH (2 grants).
Does Louis Bloomberg and Helen E Bloomberg Fdn give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on Louis Bloomberg and Helen E Bloomberg Fdn's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Public Support" (6 grants).
Who are Louis Bloomberg and Helen E Bloomberg Fdn's largest grantees?
Louis Bloomberg and Helen E Bloomberg Fdn's largest 2025 grantees include Ohio State University Medical School Office of Planned Giving ($5,585), Youngstown Area Jewish Foundation ($5,585) and Neomed Foundation ($5,585), according to its 2025 IRS Form 990-PF. Together they received 63% of its itemized 2025 grant dollars.
How large is Louis Bloomberg and Helen E Bloomberg Fdn?
Louis Bloomberg and Helen E Bloomberg Fdn reported $492K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $28K (roughly 5% of its investment assets).
What is Louis Bloomberg and Helen E Bloomberg Fdn's EIN?
Louis Bloomberg and Helen E Bloomberg Fdn's EIN (Employer Identification Number) is 26-6668934. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 6, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 15, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 7, 2026)
- IRS filings on file for fiscal years 2020–2024
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