e Retum of Private Foundation ° or Section 4947(941) Trust Treated as rate Foundation Do not enter Soci Scurty numbers an this tarm ae may be made pub. Form 990-PF 2013 Seems” tntormason spout Farm 90 9 an Foralenen year 2073 ertxyea being Tame a ouneton 1X Empayr ene number THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 Tinie a FOSS a toe ee aaa Tepon umber C/O GELLER & CO, 909 THIRD AVE, 16TH FL 212-205-0100 iy oF town, state oF province, country, and ZIP or foreign postal code [C rexemston anpiesion in peneng cook hare BL] NEW YORK, NY 10022 ‘T chectarat spay LJ ntalvenrn [Tal ata tomar pai chariy Jo 1.Feregn oroauaton,checktere eC] Foalrewa aman en TE acsressenange 1 name eran Peronermaman mean pL oe [sector 494711 nonnempt hata wust_(_] Oter tab prvaefoundaon under secon SOO) check here eL—] 1 Far mvt vabeofalasstalendofyear [ AEcounbng mete: LKJCash —L—TAewual |p ye oundaton sin a -nont trrunaton, (rom Pat col tne 16) 1 omer sect Under section SOTO H)), chek here ps 5,402,611, 056 .|(Pat!, column (d) must Be on cash basis) Part I] Mavis of Revenue and Ergeneee ‘(a)Revenve and (8) Net investment (e)Adusted net Tomcat aig mers notes cL ee meynet | expenses pe DOOKS income ‘neome "eee 1 Contributions, gifts, grants, etc, recewed 51,835, 466 .| N/A 2 cL] therein ven 2 Gneumsar sey 1, 797-| _ 7. STATEMENT 1 “4 Dividends and interest from securities 37,245,905 .[57,231,775.| STATEMENT 2 4 Goss res 1 temas seta fo a coma onew (OSE, 555, STATEMENT 6 3) ssa Bf 1 See ceemnnnne genre FELL PLLED Net sortiem capa pan 4 eome modteatons to Sone 1 ae compte «Grose proto (oss) te income 53,503, 057, TATENENT J Total. Ad tines 1 through 11. 09, 835,549.66,134, 649. conperener ewe ero rao He 192,000, 78,0007 TEE 00. (er enpnys ses and wages Penson ps, employee enefts 3] 6 erates ‘STMT. 4 273,538, oF TS 538. 4B) Sascven te stun’ 5 636,947. 147, 612. 765, 335- «© Oter protessonaees 7 | 6,595, 818.| 6,995,818, T. 28 3,457,558-| 897, 738, oO: | 45,295, 436.| 49,127,654, Tos, 07. 3 || 66,892,621.| 57,227,153. 1,041,473. : 04, 007,709.| a 7, 709. 26. Total expenses and dburtemens L Add bes 24 and 25 270,900, 330.| 57, 227,153.| 205,049,182. F_Subeaet ie 26 om be A fscman ctreverus ove ammecs and catunemets — (938,935, 219.| 1b Net investment income tt nepsive, eve 03, 08, 907, 456. Aaj eatncomeenpone 5) NU BE ua For erwork Reduction Act Maiee, eee inauctone Form 990-PF (2015) 1 \ 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA110271107 737725 BLOOMFAMFND Fomga02t (0%) ‘THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 page? e Sheets Mos keiantneaer eet Seana oer Fractver [Parti] Balance Sheets iomanttete yen Te) Book Va Timea (Far wae Var 7 Gath nner baag 2. Sang and temporary cash investments SL SS ‘3 Accounts recenable Less: alowane for dob aeaunis 4 edges recevable Be Less: allomance or doubt asaunis 5 Gants recehable 6. Recivabies du rom offers, directors, bustees,and other tsquatied persons 7 onmavuusraeeeee > Less: alowance or doubt accounts Invent for alo use Prepaid expenses and deterred charges ‘ ia the aca ne pve hone nese pat sto iene aa ts at ea pete 12 Investments - mortgage mans 18 Investments ner 14 Land, bugs, and equpment bass ns ema epce > stur 9 FRIES 15. her assets ceserbe 16. Total assets (to be completed bya fies see the nsrucbons. Also, seepage J em 1) 4.531,309,917,| 5, 402,612,056. 7 Accounts payable and actrved expenses 18 Gants payable 27 trough 31 27 captastoc, tus prineyal or cuentas 28 Pan ox captal sup, or nd, bg. andequpmet fund 28 Retanedearnngs, ccurultedncome, endowment, or ote und 30 Tott net assets or fund Net Assets of Fund Balances [8 Osteredreveue © [20 awsnonctcen, rats tn, anche dau paso 4B for mortgages and ater notes payabie Slee omer tabines ceserbe be 23_Tottabites (260 mes 17 Brough 22) 0. 0 Foundations that flow SFAS 117, cheek ere > Tat and complete ines 24 trough 26 and lines $0 and. 24. Unestrcied 4,530,950,353, 25. Temporary restcted 439,564, 26. Permanent reste that donot follow SFAS 117, check here (_] 4,532, 389,517] 1 Toa (st aprae wath en-a-yar igre reported on pr year's return) 2 Enter amount tom Patt, ne 272 4 Oherimcreases not mludedin he 2 (temas) Pe 4 ines 1, 2,343 5 Decreases not meudedmbne 2 (emce) De Totaine assets tnd b ass ound bree a bogimnng oyear Par cok a), ine 30 3,992, 454,698, Form 880-PF (2013) 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1fomg90eF 019) _ THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 _ rages eSr———— {Hon mdrertheest ee a ee” | Cae | aoe 0 banabon aaa ee Bae eee el od rm o EE ATTACHED STATEMENT + ; “Sameer at —] attra Tia mamma ees henaete ; ; § e 255,358,045. SRE TT TR TT A TR RT TTT TTA Teas a phaser stem ee | aaa Ree, (neon 200 nt Woe oL ‘ieee 4 | 255,358, 005- an ao er Pat iw 2 cana uanntzconeorrtepees) {ios emer & Pot ne? da 255,358,045. 2s sat tl ar Gos) a eed a eos 1225) a Mom thoes Part ne, colne (loss), enter -0-in Part tine 8 3 N/A [Patt v'[ Gualificatton Under Section 4000[elTor Reduced Taxon tment come or agora by does pt fondest ecto 409) on et ese ce) sen 49061) pes ae pan, Mts ounson aires 4 tron edb mount 2 yn te tase eo? ve OI He lene tunaon des a qty under xn 4840 Do acm th a (ge (e) {e), pation rato atused qa outers | netanectoneeowene aces | REISE oy 104,946,943. 271,036, 808.| ~0d6211 83,945, 446.| 1,644, 449,325.| 051048 31,690,900. i117, | 23970 2 wot 1 coumn(@) 2 +2069 2 tage dstbiton ato trey aspera dee lon ne yr ye mmr years tefouanan has een a anne estan years 3 040134 4 Enter the net value of nonchartable-use assets for 2013 from Part X, bine 5 4 | 4,644,903,962. 5 Muttply ine 4 by bne 3 5 186,418,576. 6 ener 1% oe resent come (1% of Pa ne 270) ‘ 089,075 7 Add lines § and 6 7 190,507,651. 8 Enter quabtying drstribubons from Part Xi, bre 4 8 205,049,182. ‘Yame 8 equal or greater than be 7, check te box n Part. ne Tb, and compete that part usng a 1% ete, Sorte Part Vi mstuctos Basey soroe Form 980-PF 013) 3 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1fommsso2t (013 __ THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 papa [Pantry exera J 36 Tax Based on Investment Income (Section 4840(a), 404016), 4540|e), or 446 - st Tnstruction: 10° Overpayment. ine 7 mare than the toto ines Sand, eter the a > 11 Enter the amount oft 10 tobe: Credited to 2014 estimated tx D> 5,153,932 |retndea [it “a Exempt operating Toundatons desorbed in secbon 4940(92), chek hare D> Ll and enter"WA one 1. Date of ung o determnation ter (attach cop of eter necensayaee instruct ' Domeste foundations that meet the saction 4S40je) requirements in Part V check here Be LX and enter 1% 1 4,089,075. ofPat ine 270 « Allotier comes foundatons ent 2% o ine 27. Exempt feign organcatins ene 4% of Pat ie 12, cob ()- Taxunder sacton 511 (éomestsecton4947()1)tusts and table foundations ony. Others ete -0) 2 ‘Add es 1 ana 2 3] 4,085,075 ‘Subitie (ncors tx (domes secbon4847(3)1) busts and wxablefoundatons ony. Ces enter -0) ‘Taxbased on nvestment income, Subtract ne 4 om ine 3, Her ors, enter -0- u 7085, Crests Payments: 2013 estates tax payments ané 2012 overpayment crates to 2013, ' Exempt foreign organcatons tax wield at source « Texpaid wh appicaon or extension of tet le Form 8868) «4 Backup witinoling erroneous wield 1 Totaled and payments, Add tes 6a through 6 1 8,243, 006.| 1,000, 000-] 9,243,006. {Ener ary penaty fr underpayment of estimated tax. Check are] Form 222018 atached 9 Tax ue the total of nes 5 and 8 is more han ine 7, enter amount owed >i nt overpaid 0 5,153, 531- [Part VI-A] Statements Regarding Activities: a During etx year, ite foundation atempt to muenc any atonal sale or cal legston or Gd parcial or ervenen any poltealcampagn? » bsitspend mare tan $100 during te year (ter det or indirect) for potical purposes (se nsbuctons for he detinion)? Ifthe answer's "Yes" 740° 1p, attach a detaed descrpton ofthe actwites and copes of any matenals published or ‘tributed by the foundaton m connection withthe activites. € Did the foundston hie Form 1120-POL for hs year? 4 Enter te amount (fay) of taxon pata expends (section 4955) imposed rng he yar (1) On the toundaton. De $ 0. 2) Ontoundaton manages. § «Enter the rebursement i anjpaiby te oundabon dung the year for pola expendnure tx posed on founda managers. D> S 0 2 as te foundation engaged many acivies tat havent prevously been epated to he RS? In *Yes," attach a detaied description ofthe actrtie. {Haste funda made any changes, nat prevousy reports tthe RS, ts governng nsbument, arc of corporation, or favs ov one similar mstument? I "Yes, attach a conformed copy ofthe changes 44 Dd the foundanon nave ures business gross income o $1,000 or more dung the year? "Yes; hast eda tax return on Form 880-1 for this yar? '5 Was here bquidaon, trmnaton dssohton, or substantial contraction ding te year? 11 "Yes," attach the statement requved by Genera Instruction T. 6 Axe the requroments a secbon 50s) (relating to Secon 4941 through 4945) sated ener: © By Language m the governing nstumen, ‘By state estan tat elerbve amends the governing strut so that 90 mandatory drechons that confit wi te stale kw reman nthe governing nsbument? 7 Did the toundauon nave at east $5,000 m asets at any be dunng the year? If Yes," complote Pat I col (), and Part XV Enter he states to whch te founéaon reports or wat whens epsteed (see msbustins) D> DE, NY 0 Tithe answer Vee tome 7 has he foundation farished copy of Form 980-PF ote Arney General (or desigal) ‘ofeach sate as equutd by Ganeral Instruction G? 1 "No," attach exptanaton 8 sth foundaton cain staus asa pate operating toundabon wih he meaning of section 49429) or 49425) fr calendar year 2013 rte txable year begining 2013 (see nstucton for Part XIV)? if Yes," complete Part XIV [ves[No- = x ® x te x plod w|x x 10 bw ary persons become substanalcontbutors dung the tx year? w-ven atc shaun ing arora nase 0 x 10271107 737725 BLOOMFAMFND 4 Form 900-PF 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1fomsooer gai) ‘THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 raps [Pan VIER [Statements Regarding Actiities ira Ti Aany ae ia yx ear, rey or re, oma TOT oy wn Be rng eT ‘sectoon 512(b)(13)? If"Yes,"attach schedule (see mstructons)STATEMENT 10 STATEMENT 11 STMT 12 uj[Xx 12 Odom iudon nates apbaon soe served ke re whe ntibon oni pena ten pes? Wea steet (watts) wl |x 18 Detefondtan cont we pth seco euemen ors annals and expo ain? ELE Weis aconss N/A 4 Teton ne news DEANE -GUBELET,—C7O-GELLER-E-CO-GLC— Weave vob FLE=SBT-COOT— lowe 909 ‘THIRD AVENUE, I61H FL, NEW YORK, NY “ipa BLOOZZ_—_—— 18. Seetion 4947(a){1) nonexempt chartable trusts fling Form 990-PF m heu of Form 1041 -Check here elt and enter the amount of tax-exempt mterest received or accrued durmg the year mL | N/A 16 Au we army cindy 20% Oe eucn hve aes ora sg oor ary bik, Ives] No secre or oe relent nn ery? ux Seve rovciors exces igeqrenens Form TOFS022. "ere te sane thereon coy OTHER” COUNTRY. [Part VICB | Staterments Flogarding Atlities Tor WHIGh Form 4720 Way Be Required Tile Form 4720 ay ems checked in th "a5" alu unless an exception pps. Was No 11 Dorp tyre uaa oe recy ey (1) Engage in the sale or exchange, or leasing of property wath a disqualtied person? o Yes CX) Wo (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it trom) tac power? ve Gin (8) Fanon pons ses os (orca ton ued ean? Oi Cw {0 Pavconportar py ram be tpt eat per? Glyn SI {5 Teste reae bast oa dsquated pen (mae ay ete ae ‘for the benelt or use of a disqualified person)?, ves 2X] no (0) repay mane ope emetic? (xcept. Cn ‘te mnanon peed aes or epee raped ae ‘termination of government service, if terminating within 90 days.) (OX) ves (J) ko » tanyanoe ee tT, oe eft ees eo uty dr xeon cba a Repos secon sat (0;dormacurert ser Gans sts metus? ol |x Crrowatme reed ors ret een eater sorts Cn re oO « be oncton azo ms pore may ote ses eee oer a ees, at wr ot coed bers yh ye bopnng 20107 «| Ix 2. Tousen tress mene cen 91) (os op frye union was apt opi unabon titnd n secon #20 0 BEANE. 1 Alen ax e213 te udaton ae an nse cone es and Pat faye) eng bette 207 Ce Yee (no tree yar » rete ny ers std WT Wh oon apna wanna ca AUT rang ect Caan se) oe yrs vated mene? fon ston S02) ais awe Wan ate ‘statement - see instructions.) N/A » «te oven of etn 9202) ae beng pedo aye et int te > : : 2 ono a a eo ATT ir POS TOE ‘during the year? (x) ves [no » ves adthne cessbosneshotngs. 201922 (ny urease dy he enantio e! tay 26156 (2) wpe of eS ar ea (be ped aor be Conese und etn £9) depose bros rey ter base se a e115 20s pase ating eed” (Use Sade Foem 4720, to getwme he este had xcorsbshrsshtange 2073) »| |x ‘1 bate orton mes de ern omen mame a wo pope chal pupae? eT oTx se oncten mak yesteryear trDecebe 3,03) cul pares habe purpose at pad abeen mort Yom apy be yo en eben 2017 w| |x Fam B5O-FF GOT 5 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FANILY FOUNDA BLOOMFA1Formos02 013) __'THE BLOOM@PRG FAMILY FOUNDATION INC. 20-5602483 ‘Staten Ing Activities for Which Form 4720 [continued ‘Dung te year dhe oundaton pay orincur any amount: {(1) Carry on propaganda, or otherwise atempt to influence lepistabon (section 4945(e)/? Co ves CX no (2) tntivnce te outeomeo any speci puble election (se sexton 4955) ot cary on drecty or inaecty, ay vole regan ave? (ver I no {8) Provide a grant to an indevidual fr travel, study, oF other simar purposes? CO ves CX) Wo. (4) Prove a gran to an organization oer tana chatabl, et, organaton described in section ‘509(a)(1), 2), 0 (3), or section 4940(0) 2)? CX ves (J) he (5) Prove for ary purpose oter han eis, chartabl, ent, Merry, or edueatonal purposes, o for the prevention of crusty to children or animals? ves EX ne » Hany answer "esto a{1}15), i any ofthe vansacons fl to quay unde the exceptions descnbed in Regusions| secbon 5.4945 orm acuent note regarding csaster assistance (see nsbuctans)? o x ‘rganzatons rel onacurent notes regarding disaster assistance check nee oO € ithe answer "Yeo question 524), des the foundaton clam exemption trom the tx because mained expenditure responsibilty forthe grant? SEE STATEMENT 14, CX) ves [7 to. In *¥es," attach the statement requred by Regulations section 53.4945-5(4) ‘ithe founda, dung te yar recone any funds, dct or wndrecty a pay premums on ‘personal benefit contract? 7 Yes C1 no bia the ouncstion, urn the year, pay premiums, det or nde ona persona benett contact? o x Yes" to 8, te Form 8870. ‘Ta Atany time during the tax year, was the foundation a party toa prohibited tax shetter vansacton? (ves CX] no b1-Yer id ne foundation recive any proceds ot have any netncomeatibbl tthe ransacbon? n/a, [7 [Parti information About Officers, Directors, Trustees, Foundation Managers, Hi Paid Employees, and Contractors oad ‘Tat ail oticers, directors, wusiees, foundation managers and the compensation. (ay Name and adress SEE STATERENT 3 192,000, Q ° F_ Compensation of five highest-paid employees (other than those Included on line 1). Wnone, enter "NONE. ToL a oe Te Se ee es NONE ‘Totaynumiber of oe employes pad over $50,000 eI o Form 990-PF (203) 6 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1formgso7¢ 2013) _'THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 page? [Parti] inarmation about onicers- Director. Tustews, Foundation Manager, Fi Paid Employees, and Contractors (continueg) “ a ‘5 Five highest-paid independent contvactors for professional services. W none, enter "NONE™ {ay Rare and adress of each person pad more than $50,000 Bains arco eeamparsanon GELLER _& COMPANY - 903 THIRD AVE. 16TH FLOOR, NEW YORK, NY 10022 ~—S~SS*#RACCOUNT'ING 590,447. WILLKIE FARR & GALLAGHER LLP ‘787 SEVENTH AVENUE, NEW YORK, NY 10019 LEGAL 273,538. “Tonal umber o aor cooing aver $50 00 Tor protesoanal cerns art X-A] Summary of Dis ar er {st he foundan's tou largest rect charable aces during he x ea. ncude evant absbealnoraton such a he umber of erganatons and ater benecaris strved, conferences convene, restarch papers produced et, Expenses 7 N/A [Part WCB Summary of Program-Related investments ‘Describe ie Wo ages! programed vestments made byte foundation Gung We Wx yen on es and Ta 7 BIEN "Aoter program reat vests, See nsvuctors 3 Total Adgines Tuan rT 7 o- Form 980-PF (2013) 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1for9s0-9¢ 013) _'THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 paseo inimum Investment Return i domestic foundations must complete ths part, Foreign foundations, soe instructions) {Far marae asst (alo) ely crn ou chara ee pupOee 1 Average mony a market ae of secures mn o. 1 Average monty cas aces we] 45,241, T67- ¢ Farmatlvabe cafe assets te] 4670356, 773. 4 Teuladd ines, bande), te] 4-715 638,540 ¢ Redietn ches or aca or ot factors eprom bes and ‘eaten ceed exparaton) t 2 Aequton ebedness appeal one tate 2 o 2 Subtaeine2 rom ine 8 [0 715,638, 540. 4 Cay deeds tor nara ces Ee 12% one 3 (or rear aoun set [70,734,578 5 Netvale of noenaiableue ante, Subractine rom he 3, Ee ee andon Pa, © [T,644,503, 962. &_Miimom iavsiment tr, ste 9 one = : Part XI | Distributable Amount (ee strocnon) Secon “02(79) and (N) pats pag unten nd cera {orn orpanatons check ee [=] and dno compe hs art). 7 Mim evasnent cue fom Pane 8 7] 237, 3a, 198 24 Taxon mvesinent income or 2018 tom Pa Vie a 4,089,075, Inca xr 203 (Ts oes once eax rom Part VL) 2 Add nes 22 and 2 2 4.989.075. 4 Ojsbntable aroun bef adbstrens. Subtat ne 2am het 3 123. 4 Recoveres of ameuns ese squat dsb: “ S Add ines 3and 4 s ee oe Tar & escent areas ee sds) @ 7 mount as adjusted. Subtract ine 6 from lne 5. Enter here and on Part Xill, tne 1 7 228,156, =" : ear [ParEXI] quatitying Distributions (0 insirctions) {fous pa (nig adminsvabe epee) 0 ecoTgINCharabe He uTPIEES 4 Expenses, conto, fs, ee. toalom Pat, eka (ne 25 u| 205,049,182 2 Proganebted wvesimens-toal fom Part nm 2 mounts pba acare ts ved or elder ut) dec crying ot hartabl, es, puposes z {Amounts Stas fo sestecharable pres at satay he: 1 Sumy es (no approaleques) a 1 Cash distro et (tach the reqored schol) a 44 Quatyng ditrbaon. ad ies Sa trough 2, nt here ard on art Vane 8, andar XI, oe’ 4 + [205,045,182 5 Foundatans tat quay under scton 440 rte rece ae fx on el nvesent ina, ne Pa ine 27 5 4,089,075. sted qualyng datibutions, Subacine rm ine 4 360, ‘The amount on in 6 wibe used Par V, column 2), in subsequent years when ealeuung whee the foundaton qafies Torte secton 440(e reduction often hose years. Form 980-PF (2075, a 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1Fornsi02% (2013) THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 rages Undistributed income (see nstructons) @ @ @ @, corpus Years prio 2012 zor 2013 1 Dstrutale amount for 2013 tom Part x, tne? 228,156,123. 2. Undarovtesnca dey mtn and 1039 ‘Erte amount for 2012 ony 92,284,050. b Taal or pror year o.| 1 Bicese stuns cryver, Hany, 0 2012. From 2008, Fem 2009 From 2010 ‘From 2011 fram 2012 1 Tota ot ines 8 trough 4 Qualtyng dstnbctons fo 2013 tom Part, ned: S205 049,182 ‘Aspe o 2012, bt not mare tan ne 23 92,284,050. DAgped to undstrbuted income of por years (Ectonrequred se strucons) 0. « Teted as dstnbutons out of corpus (Cretan requres-seensvuctons) .** |__ 6,562,910. ‘agpied to 2018 estibtable amount TOC, 203,222. ‘eRemaining amount dstruted out of corpus : _ 6 Emer the neti of exch column as indcated below. capa Adan A aed Satine 6,561,910. ‘Prior years’ undated came, Subvact tee 4 trom ie 20 0. ‘Emer the amount prior years’ Und buted ncome fr wih ante of Sefcency has bee sued, ron which the secon 4942(e) tx has ben previously o sniested : Subtract ne 6 rom ne 6b. Tanabe amount -see nstuctons 0. ¢ Undistrbuted come fr 2012, Subtract ine ‘alrom ine 2, Taxable aount- se mst 0, 1 Undstrbuedncome or 2018, Subtract tes and rm ie 1, Ths amount must be dstibuted 2014 121,952,901. 7 Amounts treated as eetbubons out of ‘comus to satstrequremens mposed by s2cbon 170(0\ TF) 0 4942(9)9) 6,561,910. 8 acess dstrounons carryover tom 2008 sat appbedan be rte 7 . 9. Exess eitibutons carryover to 2014 ‘Suatlines 7 and tom ne 62 10 Anayss of ne xcs trom 2008, exces tom 2010, faces trom 2011 Excas tom 2012 e€xces tom 2013, = ¥¥"SEE STATEMENT 15 Form 990-PF (2073) 9 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1Fou 99095 2015) _'THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 Pave 10 vate ing Foundatfons (oe insirucions and Par VFA, questo WR Ta the founaton fas receved a uing or etrminaton ter tat a pevate operating ‘oundaton and he rung eecove for 2013, enter the dat ofthe ung > Check bot ndcate whether the foundation private opeatng foundabondesenbed n section L_Taseay@) oC Teeg) 2 a Enter the esse of the ase net Tax year Prior yar ‘income rom Part or the minimum Tres wa TeranT TET (tout ‘ovement eur om Part Xt ach year sted 5% of tne 20 © Quatyng dstbutons rom Par XI, ne or ach yar sted 4 Amounts wotuded ne Ze nat used rect tor active conduct ot exempt aetves| «# Quatyng dstnbutons made directly foc active conduc of exempt acts, Subwact ine 2 from be 2¢ 8 Complete a8, or or the senate et ees Upor «These aerate tat emer: (1) Vane ofatasets (2) Vabe ot assets avafyng tinder section 4942(0202) 2 Endowment aternave st - nee 28ofmmmum mvestmen tun ‘Shown in Par, ne for exch yer ised € "Support ternative test enter: (1) Total suppor oter nan goss snvesimen meome (terest, ‘rman, ren, payments on ‘secures loans (soeton 512(aX(6) oF ryan) (2) Suppo rom exer ue si morse Setian s8H2KS10N09. (8) Largest amount of suppor rom an exempt organzaton (2) Gross avestmant income ‘Supplementary Information (Complete tils part only if the foundation iad $5,000 or more in assets at any time during the year-see instructions.) 1 Information Regarcing Foundation Managers: ‘List any manages ofthe foundation wh have cones more than 2% ofthe ol contauons reamed by he oundaton before the se of ary tx year (Duan they have cortbuled mare tan $5.00) (Se section 807(0)2)) NONE, 1 List any managers of he foundation whe own TO or mare of lock fa corparhon (or an equally Ere porbon oT he owners oa pares or ter ent) of whe he foundation has 210% or greater nes. NONE 2 Information Regarding Contibution, Grant, Gif, Loan, Scholarchip, ete, Programs: Check here B CX] tte tourdaton ony makes contsbutons lo prestlected chrtable rganzabons and doesnot accept unsorted requests fo funds. the foundabon makes gis, rants, (se mstructons) onda or organcatons uncer oer condtons, complet ems 2a, bc, 3nd d 7 The name, aes, ad elephone nombar or e-maifadrss of he person 1 wham appieabons shouldbe adresse. 1 The Torn n whch appeatons sould be sed ad formation and materals they shoud wed fay submission dees ‘ay reson or wraahons on ards suchas by geopraphical areas, arable eld, kinds Of wsivns, or aher core: meee For 880-PF (2015) 10 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1farm 990-2013) _'THE BLOOMBERG FAMILY FOUNDATION INC. 20-5602483 Paget [Part] Suppiementary tormatlon Gorman Grants and Contributions Paid During the Year or Approved for Future Payment Recevent Trecpents an névitual, ‘showanyeabonshp ta” | Foundaton Purpose of grant or any fandaton mar status eniadton ‘Amount Name and odes (home or buses) erubsantaleortner | _ recent © Pad donne the year mantca aces, me. = eat come + q a 21 wes? 46TH ST, 9TH FLOOR FORM EW YORK, RY 10096 10,910,000. Assoctarron oR sare aerenmarzouat, — foxe Fe $0 PROMOTE ROAD SAFETY| ROAD TRAVEL "8 LOW-MIDDLE INCOME 12320. PARKLAWY DRIVE UNTRIES ROCKVELL, HD 20852 340,000. 908 THIRD AVENUE, 6TH FL CLIMATE CHANGE ISSUES ‘CAMPAIGN FOR TOBACCO-PREE KIDS foxe a REDUCE TOBACCO USE 1400 EYE STREET, KH SUITE 1200 wasurwonon, De 20005 7,600,000, 400 Bye erReer, NW SUITE 1200 BIECTIVES OF wasurvanox, De 20005 LOMBERS fee PROGRAM 2,350,000. Tear SEE CONTINUATION SHEET(S) Bie [_204, 007-709. Approved tor future paymant cea crores cuimave ueapensnre cxoue howe fo anoress ew onLeaNs, wy 10022 6,800,000, CAMPAIGN FOR TOBACCO-PREE RIDS howe fe 10 REDUCE TOBACCO USE 1400 BYE STREET, NW SUITE 1200 vasumvatox, Dc 30005 7,600,000, canon orsctosune provecr - sez svar fone yneran Nox fo EXPAND GLOBAL, u Foor -ARBON DISCLOSURE 40 BoMLIG GREEN LANE STEM LONDON, CIR ONE, UNITED KINGDOM Toul ‘SEE CONTINUATION SHEET(S) or = Form 980-PF (2013) 11 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1FomgqF (2013) _' THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 Page tz [PaEKVER] Analysis of income-Producing Activities rr gos ans oes Sa RG ESE RSE a 7 w) ® je. O Aeied et ieee eee Buaiss: ‘Amount =e ‘Amount functonneome , ' 4. Fesvand conan tom gore agen 2 Members dus ard assessments 3 ines on sang an tempera ash investments. 14) 1,797. 4 Dividends and interest from securties. i457, 231,775.| Tz 130. 5 Nee meome of) om al ex: 1 atisnaced propery 2 ot ae ared ropeny 6 Nee nome of) am zona vonery 1 Oter nvesinen come ZIVUO| n 22,474 217 d i o " i i 1 ovate ol Tor ast Swng gam courn (Hand owned Dy Toda on TART Losses (rom cot (oy {ans (ecess feo) gam over cob, =] oon aor ne (HFM aot 8 rei Wea 9 ere <1 E54 -5087> 212,474,217. PIF ISIFIFE I Jef I+ J2[°12]= er) 255,358,045. N/A 10271107 737725 BLOOMFAMPND 14 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1joupens ratty rounparzon THE 20-5602483 [FRO sippy ror Ta ann ay pn ee ‘Warne and address (home or business) or dabstantal conto recipient ‘CAMPAIGN POR TOBACCO-PREE XIDS come Fe [REDUCE TOBACCO USE stem cou, perm ane san Stamens ean Oa oe |= a ioc, Sa, eat ss was oer nw ctor sear low fe — Sienna a, 6 mone oa Sonsini Sa, Si ake toe, st a oe fon : fans emer mt Ry ae tame, nw st ceo mt fon fans emer Saal ae, on na ae norma ome a 125 W MAIN STREET, 7TH PLOOR rrr covermener cic xm esa hoe f. ee ivatae, a sae eae aa OA 10271107 737725 BLOOMFAMFND 15 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1THE owners rauruy rounarron {SP re jupplementary Information ‘Grants and Contributions Paid During the Year (Continuation) 602483 veer Saaee : CSSA | vege | ogee” | man Te OT ware | ‘Sate sats Timmnamemmerenen | URS | sea cine oF mtoguan n . foros cussion ona cave mut aoe cine oF sonomes cw < von cusses rs $2 omer ser cine oF akon sca fore fe [css Stes wor sone, toe 20 Sina ahaa ya ss —— a Seenemone eneco vine fone oF onsen im vaca foname bes reat ss, saninsneaace- nome 6 tie seer cei snes 222 - fo fe sree ame wean cee eae {hte ROH op me moe, 29 a” ee es, nah 215,08. ion fmer’ "fasts SEM 9-4, cob, smn essa cnrn tintg mat comes rn joe rotons soo sary ior na aoe se, fis oracern or su on, wr tn ota ca one von 2,000,000 10271107 737725 BLOOMFAMFND 16 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1zug @oouszrs raury rounparzon [Pat XV[_Supplementary information 20-5602483 ‘Grants and Contributions id During the Year (Continuation) ce i epi a = Smee | remem | omar | team a se one a Fae Hyowaienrenge | "a onan Tard es (ae ses) ePueiast matter |__ fee row von creres op senvice, me, ewe 0 PaCHOTE Sos sarap nvEWve, 1emt 22 ineEAESM TH exozts vee vomn, wy 10022 25,000. toma, puntawmioey paxnemnsize - san howe c fo exe osox sor f RAPT POND AND faa w ARLI¥ONOH PLACE PROVE QUALITY OF eateago, iu e06z4 fesnn nenvarron 22500. nov sme, nw, Orme 1080 erieimcy oF Lint vastayoron, De 20036 oTLotNes af Te OF SRE ACTOR DE GALT POTTER PORE SEAS fo ca SET ser shen 1 2 nico SHIVERSTDADA 655 COLONTA EAWEN ARIA ‘WOR. , MEXICO 7 ’ 436,000. icensanion, reoanartor oF mu tap fox od © FRCROTE NORD =ArETY tose Av RED cnuscte socr=Tizs vaio — ev Lowentbous 1xCoMe 17 cuenta es enats. cH 1211 mre cxan foowmeses esevn, svreeentsuD 12 4,175,000. Jom oorms stooxsene sewoot or font be fo xsram.isu a 18 m, wun eraser fseancn pnocnas aLtiNoRE, wo 21208 215,000, sows norrans stoowsens scwoot or foe c fo mmooce rosacco uss Puntze HeALTa ahuetaons, wo 21205 5,000,000. 5 m, woure maner ooazs paLsiwons no 21205 2,515,000. Plot No 421/422, MWENOE-RISITONTRIA fost amas. TAREANIA 0, 20K-7072, TANEANTA ro cme 250,000. wneea’s row 20 sovawee wav your cre foxe 0 InPROvE cotooxs 253 BRoaDunt, U8 PLOOR on BACK AND HTEPANIC “ots om continuation shee 10271107 737725 BLOOMFAMFND 17 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1ue @oomperc FAMILY FOUNDATION 7EXV] Supplementary Information 3 Grante and Contributions Paid During the Year (Continuation) 602483 ei Teiplent an ining a feran ano Foundaton Pras of gator — 5 bisnes any foundaton mana iu artrboton ou caneae sere eee eee orsubsantatconvtuir | recipient wore frome Fe IMPROVE OUTCOMES 16 EAST 34TH STREET, 197H PL IR BLACK AND HISPANIC EW YORK, NY 10016 ma 3,525,428. AIONAL FOUNDATION FoR THE cmmeRs — howe be REDUCE HATERNAL OR DISEASE CONTROL, & PREVENTION JEATHS. IN TANZANIA 800 ANBASEADOR ROW DALLAS, TX 75247 246,279, RATIONAL FOUNDATION FOR THE cmnrERS — fone [REDUCE TOBACCO USE POR DISEASE CONTROL, & PREVENTION COLLABORATION METH {8800 AMBASSADOR ROW pice «arom auras DALLAS, Tx 75267 n 2,226,910, New YORK UNIVERSITY Fe ‘SOPPORT THNOVATION 295 LAFAYETTE STREET, 2ND FLOOR hx v.s, crszes NeW YoRK, NY 10032 257,658. [NONPROPIT PINANCR POND come e fo sueronr Akt 70 west 36TH STREET, 21TH FL }OORAMS FIED 70 NEW YORK, Wr 10018 -OROMTC_ DEVELOPMENT 2,000,000, oceANA, INC. howe Fe SoproRT VIBRANT 41250 CONNECEECUT AVENUE HW STH PL CRANE. INETIATIVE WASHINGTON, De 20026 4,438,000. ARE INC, Fe soront VERRAN? 41910 NORTH COURT HOUSE ROAD, SUITE 110 {CEANS INTTIATIVE ARLINOTON, VA 22201 6,747,000, ‘SOUTHERN ENVIRONMENTAL LAW CENTER FORE ‘REDUCE CANDOR 203 wesT MAIN STREET, SUITE 14 {ISSIONE PROM CORL coantonresviuce, 22903-3088 Femerno rowan Pure IN THE SOUTHERN RECTOR! {TME ASPEN INSTITUTE INC, howe Fe SupPORT EDUCATION wasuINeToN, De 20036 sT-RISK YOUTH ACROSS fue 0. 150,000. 302 BAPTERY STREED, SUH PL ADIUNTION AND SAN FRANCISCO, CA 94111-3203, PANSTON OF THE "YORD COAL CAMPATGN 750,000, Taal tom continuation sheets 18 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1i 'S_ Grants and Contributions Pald During the Year (Continuation) 602483 = Soar os SRO | rarer | eget” | un Rouen | Uae sae on Tcnramarpaeoaes | inion, | ‘ee ee ee fe fe soronr se Onromer route muoreason moron fe Cesromonir eso, sue S50 sce a0 rae moors wane rx ause nome few : ano tr soe te ivaat commrses- att st asc or ao Se at amo nan abe 0 sonst se imearoms oon sacner fom So coma onto ‘rman se toy re ee 1100, foi 8 ene, na f oreo Mins ‘same omer, noon > car aro a PEPENDENCY IN THE US 5,000,000. 2m veo wm seamen aero fm faacoree aoa menos tun ane ee ean, coon ors ae not coe, sara cach no saa sxe von wan onounzanrn fw fascore nooo mono tan ane {is comecrtrn sv, S08 21 cron Po sasusoron, bem ror cir von une roses foe stmoce saree ‘reson ear cat iP oo EE 19 10271107 737725 BLOOMFAMPND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMEALnus @bousene snus souparr0n 5602483 emu BaeneTT neato Fe See ae TT = a ee oe ee ce ce ‘Name and address (home or business) hubsanal combo reepient wc om romain = oe car so : fo sex som ws ieee en count ele 5 ores tom, nse omens 1st, | fe jo comet spree foes mie ee fox 2,965,908. a 20 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1uz @oowwenc rauriy rounparron [PaR XV Supptementary Information ‘Grants and Contributions Approved for Future Payment (Continuation) 20-5602483 = torical = Soe | rage | rmoaweme | saan ‘Wame and address (home or business) any foundation manager ‘stakes ‘conibution areas | Sa conte wren erent here rove Ec sree rate aver fon ces ov atenoo Devennon, on ssh corre vr ann oe howe . fo ase romcco et Stee aaa m0 ‘av nists tm cio o» exten howe : fase canzone rn ene ye nao neert orm naoeme ste - owe a room ot commazen, 2.0. - few fers nx fo note torte fessce Sane ¢7-4, ox, sen onecacon sooniency, 2, hee fe sacees mason on cecal ees eenr Cer w autnror ce a Cinch, i tone ow ety oF per 50, 10271107 737725 BLOOMFAMFND 21 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tue @oousens rary rouvarron [Part XV] Supplementary Information ‘Grants and Contributions Approved or Future Payrvent (Continuation) 20-5602483 eee Treepian an ida = ‘owanyreatensnp 0° | Foundabon Pos of gant or Tae ad G5 (ome or Bue) diylanien mange | “Wun ontibubon ‘amount arson con ewe SRGTHIOTE FOR TORTET TaARGFOROTION — Fone Fe RRO Ta ECT 1707 & sraeer, mt, SUrTE 1050 {PICEENCY OF LARGE vasuixoros, 5c 20036 UILDENGE 8 TEX OF ITT 2,909,000. SRSGTTOTO NACIONAL DE SALUD FURLICR ~ FORE PeRETaN safe Seana GREY oe [UNIVERSIDADY 655 COLONIA SATA ARIA DWUACATITLAN €.P, 62100, CUERRAVACA, won. wextco 333,000. 01m: HOPKINS BLOONBERG scHooL oF hows fe eorasureH A PuLte NEALE ONTO PREVENTION 635 8. WOLFE sracer SEARCH PROGRAM aMLZHORE, wo 21205 3,435,000, Jom HOPKINS BLooHRERG scHooL oF ‘howe fe gpuce TomNcco USE 615 n. wourR srREEr saunswone, wo 21205 5,000,000. 2060 AVENUE OF THE AMERICAS, 17mH haruzcarzox oF hoxoss rae vs 5,400,009. asre sroPes TANNA frome poneran REDOCE MATERIAL FLOP No 421/422, 2FENGE-RTIZTORYAKA foorvansee ears x aavzaxza 2,0, BOK 1072, TANGAKIA LTC CHAR 250,000, 26 BAO? 347H STREET, 19TH PL BIACK AND RISPARZC wow tone, wr 10016 [econ 1,703,000. #800 aWBAssADOR ow puns, TK 75247 927,000. 70 west 60H STREET, 11TH FL ROORRNS. TIED 70 ew YORK, wy 30038 rc pevevormenn | 4,000,000. ocean, re come © ho sueronn visnaer 21250 cOWECHICUT AVENUE RO STH PL CRANE INISIAPIVE sasimerou, oc 20036 33,153,000. 10271107 737725 BLOOMFAMFND 22 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1THE MBERG FAMILY FOUNDATION ata Moreen | remem | Paggace™ | LE rsa 7 ras oman ) _oF Substanbal contibutor recipient sme ne, home , fo eorcre vane {Sie son come azase novo, avren 2 out miner Snr ba nomen co 5 akon Sheet tea ewe ete serone Cke Cunntornesvitue, va 22902-5055 Fimuzne roves rtaree a howe fo woven ETON Seer nea, so: 194 [os cron or saocacnr, oie cent YT nat It mene ore, 6 i irae fem cra cura | 20,08 tra races sane ror noes crore fo e en wo tsmce comatate tat or oe we Tine goer wee panes Sav eum, peti earn 19,00, ieee come ome oem font nr soe natn sme me cusionns trots howe so dor ramen, ne etter ate ‘ooo ree, am man > coo mer ‘ise comecices ava, 07s 208 sro Ym aA stoma, 98 mt rorrcaecer oan ew Reames reaen Tefen oa 23 10271107 737725 BLOOMPAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1gees | seteaumctconubus | see eer > Information about Sched B (Form G80, 900-E2, 900: and 2013 a SSeeSe: a Saeed Form 990 or 890-42 1 sovex (enter number) organczation (TF) 49471@)¢9 nonexempt charitable trust net treated as a prvate foundation © £27 potteal organization Form 990-PF CK) 501/069 exempt prvate foundation 4847/21) nonexempt chantable trust treated as a private foundation F 501(@)¢9 taxable private foundation “Check your exganation covered by the General Rul ora Special Rule, ‘Note. Only a section 501()7), (8, (10) oxganaation can check boxes for both the General Rule and a Special Rule. Soe instructions. General Rule CX) For an organization fing Form 990, 890.7, or 990-PF that recewed, during the year, $5,000 or more (n money or property) from any one Ccontnbuter. Complete Pars | and Special Rules [1 Fora secton 501(¢)3) organezation fitng Form 990 or 990-EZ that met the 33 1/3% support test of the regulations under sections ‘5091 and 170XH(A() and received from any one contnbutor, during the year, a contribution ofthe greater of (1) $5,000 or (2) 2% ‘ofthe amount on () Frm 980, Part Vl ino 1h, or (i) Form SCZ, ne 1. Complete Parts and I 2 Fora section 501(¢)7), (8), oF (10) organization fling Form $90 or 980-EZ that received from any one contributor, dunng the year, total contnbutions of more than $1,000 for use exclusnel for rekgous, chartable, scent, Heray, or educational purposes, oF ‘the prevention of ervey to chdren or arumals. Complete Parts, andi 1 Fora section $01(¢)M, (8), oF (10) organization fling Form 990 or 990-£2 that recewved from any one contnbuter, dunng the year, Contnbutens for use excuse, for religious, chantablo,et., purposes, but these contributions dd not total to more than $1,000. i ths boxis checked, enor hare the total contnbutions that were recewed dung the year fr an exchsvayrekgous,chartable, ete, purpose. De not compete any ofthe parts unioss the General Rule apps to ths organization because recened nonexciswvey religous, chatable, etc. contnbutons of $5,000 or mere dunng the year Ps Caution. An oxganeation thats not covered by the General Rule and/or the Special ules does not le Schedule 8 (Form 980, 990.62, oF 990-PA), Dut t must answer "No" on Part V, ne 2 f ts Form 960; or check the box on ine H of ts Form 880462 or on ts Form S80-PF, Par I ine 2, to Cort that does not meet the fing requrements of Schedule 8 Form 950, 990, or 950-PP {THA Fer Paperwork Reduction Act Notice, soe the Inetructions for Form 090, @90-E2, o 980-PF. Schedule B Form 990, 90-E, B80-FF) (2079)‘Schedule 8 (Form 990, 980.2, or 90°F) 2013) Page 2 enztton ‘Employer ientcabon sumer THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 Part! Contributors (see instructors). Use dupieate copes of Part lif addtional space 1s nowded. @ » @ @ No. Name, address, and ZIP + 4 Total contributions __| Type of contribution 1 | MICHAEL R. BLOOMBERG Person CK) a Payroll C/O GELLER & CO, 909 THIRD AVE $_345,835,466. | Noncasn [X] (Complete Pat for NEW YORK, NY 10022 Roneash cortbutens) @ ® @ @ No. Name, address, and ZIP + 4 ‘Total contributions Type of contribution 2 | BILL & MELINDA GATES FOUNDATION Person CX) Payot [_] P.O. BOX 23350 s__ 6,000,000. | Noneash [] (Compete Part for SEATTLE, WA 98102 ‘neneash contnbutons) @ @ @ @ No. Name, adress, and ZIP + 4 Totat contributions | Type of contribution Person =] Payot J ‘Noncash (Complete Part for ‘oneash contributions) @ @ ‘Total contributions __| Type of contribution Person §=(] Payot = [_] 3 Noneash [=] (Complete Part itor noneash contibutions) @ No. @ @ ‘otal contributions Type of contribution Person] Payot = (_) Noneash [—] (Complete Par iter ‘noneash contnbutiens) @ @ @ @ No. Name, address, and ZIP + 4 Total contributions | _ Type of contribution Person [_] Payot = (_] 8 Noneash [—] (Compete Par for oneash contrbutons) enon err oer ny, 25 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFAL‘Schodite 8 Form 990, 990-2, or 980A) (2013) Page 3 War Employer Wenbication number Salient ee eee ea second a o oe @ = Description of noneash property given (see instructions) —_ os 19,193,556. VARIOUS te » uy stinate) 7 7 oo a ton pottery wo ” rv (orortae) @ = oe wrens) | oa ane tn pe eheenen ro ® oe ® = a ravicerinas) | nan aug a, con x ° —— @ = oO Se i palo a = ee st = ee 10271107 737725 BLOOMFAMFND 26 Behedare bro 99, VET, oP 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1Tame oorgantzaton THE BLOOMBERG FAMILY FOUNDATION INC 7 TEP er Ge Bie rs e)ovevgh ane e loving ne ey For orn been Pon nr ‘ictal occhawoy ropous caren ee conrauore of 94,00 lerfr Beye gareuesacro) PS 20-5602483 Use cupicate copes of Par If sodsons space a needed in (0) Purpose of ot ()Us0 of ot (2 Description of how ot shed {a Transfer oot Teanstere's name, aderes, and 21 +4 Relationship of transferor to raneteree aon © is ron, (c)Use ot git (@ Description of how gti held aane ah “Transere's name, aderessand ZIP + 4 Relavonshp of wansterr to wanseree aR ‘fon, (9) Pupose oto (Use ot ot (@ Description ot now git i held Wane oto “Transere's name, aderess and 2 + 4 Relationship of wansteror to wansteree Ns ‘fon (oy Perpose of ait (Use ot ot (0) Description ot how gti held (transite oat ‘Teansere's name, adres, and 2 +4 Relatonship of transferor to wanseree iareenn Tete 8 Form B50, DDE, eH HOP OTA, 27 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1fom 8868 Application for Extension of Time To File an Faw January 2018) Exempt Organization Return owe no 1546:709 ee > Fite a separate application for each return, i > ntrmaton about Form 8868 ants instructions sty rs goufom6 - © I you are fling for an Automatic 3-Month Extension, complete only Part | and check this box > Tx ‘If youare ing for an Additional (Not Automatic) 3-Month Extension, complete only Part Il(on page 2of tis form). Dont compete Part itunes YOUAve aeady been granted an automave Senonth extension ona prevously ed Form 8868. Electronic fling f-fie)- You can elctronicaty fle Form 8868 1 you need a Smonth automate extension of time to fe (5 months fora cxporation requred te Form 9807, o an adebonal not automat) $month extension of tne, Youcan electronical he Form 8868 to request an extension ‘of te of any ofthe forms isted n Part |r Patil wth the exception of Foem 870, infomation Retum for Transfers Associated With Cetin Personal Benefit Contacts, which must be sent to the IRS n paper format (ae mstructons) For more details on the elections fing of ts fom, vst wun r= govefie and clek on e-ie for Chants & Nonprofits [Parti | Automatic 3-Month Extension of Time. Only submit anginal no copies nesded), ‘Acorporationrequred o fle Form 990 and requesting an automatic 6morth extension check ths box nd complete Part Lonly -O ‘Allother corporations (ncdng 1120-C es). prtnershes, REMICs, and trusts must use Farm 7004 to request an extension of time {offe mcome tax returns Enter filers identiying number “Tipe or | Name of exempt organaaton or olher ier, see nsirucions Employer denitestin number (ND or int iN, | THE BLOOMBERG FAMILY FOUNDATION INC 20-5602483 ‘haunts | Number, street, and room or sute no. fa P.0, box, see structions [Social secunty number SSN) fees | C/O GELLER & CO, 909 THIRD AVE, NO. 16 FL “incom Cay, tow or post ofice, state, and ZIP code Fora foreign address, see structions NEW YORK, NY 10022 Entor th Rotum code forthe rt that ths application or tea separate appcaton foreach return) oH ‘ppheation ‘Return [ Aoplication Return 1s For ode fis For Code Form $00 o Form 68062 (01 _| Form 990° erporaton o7 Form S008. (02 [Form 1041. of Form 4720 ina (03 _ | Form 4720 other an nde) m Form 960, (04 | Form 5227 30 Form 860° G66 401(@)er 4089 rs) 05 | Form 6065) rn Ferm 960° Qt other than above) 105. Form 6870 2 DIANE GUBELLI, C/O GELLER & CO LLC '* meboois aremthe careot 909 THIRD AVENUE, 16TH FL - NEW YORK, NY 10022 ‘Telephone No. 212-583-6000 ——=—=S=S*~S*S*«s ako: DL D=SBI~-OPGT ‘the organtzation doesnot rave an office or place of buaness nthe Untad Slates, check ths box > «the fora Group Retum, enter te organcaton's four dit Group Exemption Number (GEN) Its forth whole group, check thes tox PJ. ts tergartt te goup, checks tox pL] and aah ast wt nares and ENG of a meres th extern reqs anata Smonth ment fr a corperanon que ol Form 0907 erenoon of eur ‘AUGUST 15,2014. .owethe exempt xpancaten etn or the oganzaton raed above Tho exenson ‘Torte organzanons tum or > ( catncayoar 201.3 or > Oo taxyeer boone ance, 2 the tax year entered in ne 116 for less than 12 months, check reason: — [J intuatretum — (_] Fina return Chango m accounting pono “Sa ithe appeation for Forms 980-8, 90F, 9607, 4720, or 6068, enter the Tonto ax less any onvelundatle ced, Soe nstuctions. sa{s 4,280,733. 1» ys appicanon «fr Fums 980-PF, 9907, 4720, or 6069, enter any refundable cede and tera tax payments made, Include any prot year overpayment alowed as acre. als 8,243,006. (© Balance due. Subtract ine So rom ine a, Include your payment wth thes for, #requred, by using EFTPS (lctrone Federal Tax Payment System, See nstuctons, 20 0. “Gaution.t you are gong to make an elctrone funds withdrawal (rect Sob) wah tvs Form BBS, soo Form BA53EO and Form BB7SEO Tor payer Bi, For Privacy Act and Paperwork Reduction Act Notice, see Instructions, Form 6868 fev. 12018) 11000512 737725 BLOOMFAMFND 2013.03040 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1Form 6968 Bev 12014) Page * Ifyou are fing for an Adetonal (Not Automatic) 5 Month Extension, complete only Pat land eck tvs box > Note, Only complete Pat Il you have aready been granted an automate Smonth extension ona prewousy ted Form 8858 * ityou are tng for an Automatic 3-Month Extension, complete only Part (on page) zm at (HOE Autores) Sony Esters’ of Tine Ory We Ts OTT (SORES TORIED, hl | =_=~=—=— enroye tren oe 8 mt fs. ME SLoowenG eauriy romDAnION rNc 20-5602483 ‘anne T Narnbor, street, and room orsute no. ifaP.0 box, seo nstruchons. [Socal eecunty number (SSN) woos C/O GELLER & CO, 909 THIRD AVE, 16TH FL. sve Fay town or post afc, etate and ZIP code Fora foreign address, seo netctone, YORK, NY 10022 Enter ne Fat code forthe eu atts sppicaton fre a spartespptcaton for ach tu) Reptcaion turn [Apicaton Returs tere Gods | tsFor Coe Foon $60 or Ferm OE ot formsso ca | Fem 10a s Frm 4720 ina ca fom 470 (over an Raval a fom aso (os [ Foon 5227 “0 Form 960 cos Oia) or a0) a 05 [rern cose i Form 980 rus cher ran above. 105 [remne70 12 ‘STOPL Do not complete Part sere not sready granted an eutomatie monty extension ona previously fled Form 0555, DIANE GUBELLI, C/O GELLER & CO LLC '* Tmebootsaresntne careot > 909 THIRD AVENUE, 16TH FL - NEW YORK, N¥ 10022 Telephone No. 212-583-6000 FaxNo, B212-583~ ‘© tthe organzation does not have an office or piace of business in the United States, check ths Box > ‘th fora Group Retum, enter the crganzston’s four dg Group Exampton Number (GEN) Its for he whale eoup, check ns pox pC). tr part of he group, check ths box Be Lang attach at wt iN ofl members ot “4 Tequest en additonal 2menth extension of me unt NOVEMBER ‘5 Forcalndar year 2013 ,orother tex yen beginning and ending, 6 Hinetax yearenteredin ine Sie forlees than 12 months checkreason’ —LJinnalvoum LJ Fralvetum (Change n accounting pend 7. Staten deal why youneed the extension AN ADDITIONAL EXTENSION OF TIME IS REQUIRED TO FILE A COMPLETE AND ACCURATE RETURN BECAUSE ALL INFORMATION 1S NOT AVAILABLE. ‘Ba Wiha apphoatonw fr Forme GOOG, SGOPF, 9907, A720, or 668, enter tha Tentave ax, eas ry nonrelundabl recta Sea netructons a|s 4,280,733. ' Iti appicaton i for Foes 990-PF, 990, 4720, 6060, ent any elunGable Ged and erated ‘wxcpayments made. Include any pnor year overpayment allowed s acre and any aout pad prowousy wth Form 8868 sls 8,243,006. © Balance due, Subtrctine ab for tne 6a Include your payment wih ths orn, frequred By Wang EFTPS (Bctror Fairal Tax Payment System). Sao instructions, eels 0. ‘Signature and Verification must be completed for Part I only. Ln pate ppm rn wasp nea eto yo sag tae ce —— EN owe LDS Firm 886 (Rev. 12014) 1 10300730 737725 BLOOMFAMFND 2013-04010 THE BLOOMBERG FAMILY FOUNDA BLOOMFALtHE BLoompers Faurty rM@parron inc e 20-5602483 FORM 990-PF INTEREST ON SAVINGS AND TEMPORARY CASH INVESTMENTS STATEMENT 1 (a) (B) (ec) REVENUE NET INVESTMENT ADJUSTED SOURCE PER BOOKS INCOME, NET INCOME BANK OF AMERICA AGERUP MATERNAL HEALTH ACCOUNT 55. 55. BANK OF AMERICA GATES FOUNDATION TOBACCO CONTROL 1,742. 1,742. 1,797. TOTAL TO PART I, LINE 3 FORM 990-PF DIVIDENDS AND INTEREST FROM SECURITIES STATEMENT 2 CAPITAL (a) (3) (ec) GRoss GAINS REVENUE NET INVEST- _ ADJUSTED SOURCE AMOUNT | DIVIDENDS PER BOOKS MENT INCOME NET INCOME BANK OF AMERICA 3,275. 0. 3,275. 3,275. FROM K-1 - WILLETT PRIVATE INVESTORS (TAX EXEMPT) I LP 12,825,023. FROM K-1 - WILLETT PRIVATE INVESTORS (TAX EXEMPT) I LP 7,608,136. 0. 7,608,136. 7,608,136. PROM K-1 - WILLETT SELECT INVESTORS (TAX EXEMPT) I LP 5,845,132. FROM K-1 - WILLETT SELECT INVESTORS 12,825,023. 12,825,023. 5,845,132. 5,831,002. (TAX EXEMPT) I LP 30,955,437. 0. 30,955,437. 30,955,437. OTHER 322. oO. 322. 322. ‘VANGUARD 8,580. oO. 8,580. 8,580. TO PART I, LINE 4 57,245,905. 0. 57,245,905. 57,231,775. 28 STATEMENT(S) 1, 2 10271107 737725 BLOOMFAMFND 2013-04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1THe BLoomBenc FaMrty P@warron inc e 20-5602483 FORM 990-PF OTHER INCOME STATEMENT 3 (a) (Ba) (ce) REVENUE NET INVEST- ADJUSTED DESCRIPTION PER BOOKS MENT INCOME NET INCOME FROM K-1 - WILLETT PRIVATE INVESTORS (TAX EXEMPT) I LP 18,632,400. 18,632,400. UNRELATED BUSINESS TAXABLE LOSS REPORTED ON FORM 990-T <11,519,180.> 0. FROM K-1 - WILLETT SELECT INVESTORS (TAX EXEMPT) I LP 134,910,632. 134,910,632. UNRELATED BUSINESS TAXABLE INCOME REPORTED ON FORM 990-T 1,875,976. 0. TOTAL TO FORM 990-PF, PART I, LINE 11 143,899,828. 153,543,032. FORM 990-PF LEGAL FEES STATEMENT (a) (a) (c) (D) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME © PURPOSES WILLKIE FARR & GALLAGHER LLP 273,538. 0 273,538. TO FM 990-PF, PG 1, LN 16A 273,538. 273,538. FORM 990-PF ACCOUNTING FEES STATEMENT 5 (a) (ay (ce) 3) EXPENSES NET INVEST- ADJUSTED CHARITABLE. DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES GELLER & CO 590,447. 147,612. 442,835. KPMG LLP 46,500. 0. 46,500. TO FORM 990-PF, PG 1, LN 16B 636, 947 147,612 489,335 29 STATEMENT(S) 3, 4, 5 10271107 737725 BLOOMFAMFND 2013-04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFALTHE BLOOMBERG FAMILY F@oarION Inc e 20-5602483 FORM 990-PF TAXES STATEMENT 6 (a) (B) (ce) (p) EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES FEDERAL EXCISE TAX 8,500,000. O. 0 FOREIGN TAX WITHHELD: FROM K-1 - WILLETT PRIVATE INVESTORS (TAX EXEMPT) I 152,908. 152,908. 0 FOREIGN TAX WITHHELD: FROM K-1 - WILLETT SELECT INVESTORS (TAX EXEMPT) I 744,830. 744,830. 0 UNRELATED BUSINESS TAX AND OTHER TAXES/CREDITS 59,820. 0. oO. TO FORM 990-PF, PG 1, LN 18 9,457,558. 897,738. 0. FORM 990-PF OTHER EXPENSES STATEMENT 7 (a) (B) (cy () EXPENSES NET INVEST- ADJUSTED CHARITABLE DESCRIPTION PER BOOKS MENT INCOME NET INCOME PURPOSES BANK FEES 12,810. 6,405. 6,405. FILING FEES 1,795. 0. 1,795. INSURANCE 127,209. 31,802. 95,407. NON-DEDUCTIBLE EXPENSES 64,175. 0. 0. OTHER DEDUCTIONS - FROM K-1 - WILLETT PRIVATE INVESTORS (TAX EXEMPT) I LP 26,373,759. 26,373,759. 0 OTHER DEDUCTIONS - FROM K-1 - WILLETT SELECT INVESTORS (TAX EXEMPT) T LP 22,715,688. 22,715,688. TO FORM 990-PF, PG 1, LN 23 49,295,436. 49,127,654. 103,607. FOOTNOTES STATEMENT 8 30 STATEMENT(S) 6, 7, 8 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1THE BLOOMBERG FAMILY F@arion inc e 20-5602483 PART I: LINE 6A COLUMN (A) AND LINE 6B GROSS SALES PRICE FOR ALL ASSETS ON LINE 6A AS REPORTED ON LINE 6B OF $0 INCLUDES ONLY DIRECT SALES OF ASSETS OWNED BY THE BLOOMBERG FAMILY FOUNDATION INC. NET GAIN FROM SALES ON ASSETS OF $256,852,553 AS REPORTED ON LINE 6A COLUMN (A) INCLUDES PASS THRU GAINS AS FOLLOWS: WILLETT PRIVATE INVESTORS (TAX EXEMPT) I LP 44,378,336. WILLETT SELECT INVESTORS (TAX EXEMPT) I LP 212,474,217. TOTAL REPORTED ON LINE 6A COLUMN (A) 256,852,553. SINCE THE PASS THRU ENTITIES DO NOT REPORT ALLOCABLE SALES PROCEEDS, LINE 6B DOES NOT INCLUDE ANY ALLOCABLE SHARE OF GROSS PROCEEDS FROM THE SALES THAT GENERATED FLOW THRU GAINS REPORTED ON LINE 6A. PART VIII: LINE 1 COLUMN (B) THE DIRECTORS WHO ARE LISTED AT .58 HOURS PER WEEK SPEND APPROXIMATELY 30 HOURS PER YEAR ON FOUNDATION RELATED MATTERS. 31 STATEMENT(S) 8 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFALTHE BLOOMBERG FaurLy F@koarron mc e 20-5602483 PART XV - SUPPLEMENTARY INFORMATION LINE 3A - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR THE FOLLOWING ORGANIZATION IS AN EARMARKED SUB-GRANTEE OF AMERICA ACHIEVES, INC. : THE EDUCATION TRUST - IRC 501(C)(3) PUBLIC CHARITY "10 IDENTIFYING MISSING DATA NEEDED TO EQUIP STATE AND LOCAL POLICYMAKERS: 40,000. 32 STATEMENT(S) 8 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1HE BLoomBer raxrty H@kvarron nc e 20-5602483 PART XV - SUPPLEMENTARY INFORMATION LINE 3A - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR THE FOLLOWING ORGANIZATIONS ARE EARMARKED SUB-GRANTEES OF GLOBAL PHILANTHROPY PARTNERSHIP: CITY OF HOUSTON, TX - LOCAL GOVERNMENT ‘70 EXPAND USDN INNOVATION FUND AND IMPROVE QUALITY OF URBAN INNOVATION 23,374. CITY OF BOULDER, CO - LOCAL GOVERNMENT ‘TO EXPAND USDN INNOVATION FUND AND IMPROVE QUALITY OF URBAN INNOVATION 75,000. CITY OF SEATTLE, WA - LOCAL GOVERNMENT ‘TO EXPAND USDN INNOVATION FUND AND IMPROVE QUALITY OF URBAN INNOVATION 33,000. CITY OF BURLINGTON, VT - LOCAL GOVERNMENT ‘TO EXPAND USDN INNOVATION FUND AND IMPROVE QUALITY OF URBAN INNOVATION 24,407. 33 STATEMENT(S) 8 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tHe BLoompeRs FaMtty r@kparron rnc e 20-5602483 PART XV - SUPPLEMENTARY INFORMATION LINE 3A - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR THE FOLLOWING ORGANIZATIONS ARE EARMARKED SUB-GRANTEES OF THE FUNDER'S NETWORK FOR SMART GROWTH AND LIVABLE COMMUNITIES: JUNEAU COMMUNITY FOUNDATION - IRC 501(C)(3) PUBLIC CHARITY TO EXPAND THE SCALE AND REACH OF THE LOCAL SUSTAINABILITY MATCHING FUND 25,000. GULF COAST COMMUNITY FOUNDATION - IRC 501(C)(3) PUBLIC CHARITY TO EXPAND THE SCALE AND REACH OF THE LOCAL SUSTAINABILITY MATCHING FUND 61,500. 34 STATEMENT(S) 8 10271107 737725 BLOOMFAMFND 2013-04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tue BLoowsers Fauriy r@toarzon inc e 20-5602483 PART XV - SUPPLEMENTARY INFORMATION LINE 3A - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR THE FOLLOWING ORGANIZATIONS ARE EARMARKED SUB-GRANTEES OF THE WORLD LUNG FOUNDATION GRANT AGREEMENT DATED 01/01/13: ACTION ON SMOKING & HEALTH - IRC 501(C)(3) PUBLIC CHARITY TO REDUCE TOBACCO USE 1,700,000. THE WORLD HEALTH ORGANIZATION - EXECUTIVE ORDER TO REDUCE TOBACCO USE 10,749,861. INTERNATIONAL UNION AGAINST TUBERCULOSIS AND LUNG DISEASE INC. - IRC 501(C)(3) PUBLIC CHARITY 20 REDUCE TOBACCO USE 30,185,000. PART XV - SUPPLEMENTARY INFORMATION LINE 3A - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR THE FOLLOWING ORGANIZATION IS AN EARMARKED SUB-GRANTEE OF THE WORLD LUNG FOUNDATION GRANT AGREEMENT DATED 10/03/13: INTERNATIONAL UNION AGAINST TUBERCULOSIS AND LUNG DISEASE INC. - IRC 501(C)(3) PUBLIC CHARITY TO REDUCE TOBACCO USE 1,475,000. 35 STATEMENT(S) 8 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1que sroompers Faxrty r@kvarron inc e 20-5602483 PART XV - SUPPLEMENTARY INFORMATION LINE 3A - GRANTS AND CONTRIBUTIONS PAID DURING THE YEAR THE FOLLOWING ORGANIZATIONS ARE EARMARKED SUB-GRANTEES FROM THE BILL & MELINDA GATES FOUNDATION: NATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL & PREVENTION 493,680. CAMPAIGN FOR TOBACCO-FREE KIDS 2,000,000. TOTAL EARMARKED GRANTS PAID FROM THE BILL & MELINDA GATES GATES FOUNDATION 2,493,680. THE FOLLOWING ORGANIZATIONS ARE EARMARKED SUB-GRANTEES FROM FONDATION H&B AGERUP: NATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL & PREVENTION 96,736 WORLD LUNG FOUNDATION 1,088,754 TOTAL EARMARKED GRANTS PAID FROM FONDATION H&B AGERUP 1,185,490. TOTAL EARMARKED GRANTS PAID 3,679,170. 36 STATEMENT(S) 8 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tue BLOOMBERG FaxzLy FM@koarron Nc e 20-5602483 PART XV - SUPPLEMENTARY INFORMATION LINE 3B - GRANTS AND CONTRIBUTIONS APPROVED FOR FUTURE PAYMENT THE FOLLOWING ORGANIZATIONS ARE EARMARKED SUB-GRANTEES FROM FONDATION H&B AGERUP: NATIONAL FOUNDATION FOR THE CENTERS FOR DISEASE CONTROL & PREVENTION 140,194. WORLD LUNG FOUNDATION 840,634. TOTAL EARMARKED GRANTS APPROVED FROM FONDATION H&B AGERUP 980,828. 37 STATEMENT(S) 8 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tHe BLoomserc ramriy F@hvarron inc 20-5602483 FORM 990-PF OTHER INVESTMENTS STATEMENT 9 VALUATION FAIR MARKET DESCRIPTION ‘METHOD BOOK VALUE VALUE WILLETT SELECT INVESTORS (TAX cost EXEMPT) I LP 3,216,075,165. 3,667,927,744. WILLETT PRIVATE INVESTORS (TAX cost EXEMPT) I LP TOTAL TO FORM 990-PF, PART II, LINE 13 38 1,265,453,268. 4,481,528,433. 1, 684,821,828. 5, 352,749,572. STATEMENT(S) 9 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1qwE BLOOMBERG FaMtLy H@\parron inc @ 20-5602483 FORM 990-PF TRANSFERS TO CONTROLLED ENTITIES STATEMENT 10 PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP 26-2359838 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS AMOUNT OF TRANSFER 445,000,000. NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT SELECT INVESTORS (TAX-EXEMPT) I LP 26-1634308 ADDRESS. C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS AMOUNT OF TRANSFER 296,611,556. 39 STATEMENT(S) 10 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1qe suoompers Faurty FMhoarron inc e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT PRIVATE INVESTORS (TAX-EXEMPT) II LP 98-0678785 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 128,272,588. NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT SELECT INVESTORS II LP 83-0501786 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT SELECT INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 352,372,308. 40 STATEMENT(S) 10 10271107 737725 BLOOMFAMFND 2013-04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tHE BLoompenc rauriy r@oarron 1c e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 031612 INVESTMENT HOLDINGS LLC 80-0793225, ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 4,280,388. NAME OF CONTROLLED ENTITY EMPLOYER ID NO 060112 INVESTMENT HOLDINGS LLC 80-0819344 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) II LP AMOUNT OF TRANSFER 21,123,731. 41 STATEMENT(S) 10 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tae pLoompers Fauriy M@Moarron inc e 20-5602403 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 120812 INVESTMENT HOLDINGS LLC 46-0775441 ADDRESS. C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 180,000. NAME OF CONTROLLED ENTITY EMPLOYER ID NO 123112 INVESTMENT HOLDINGS LLC 46-1000457 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 401,787. 42 STATEMENT(S) 10 10271107 737725 BLOOMFAMFND 2013-04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1THE BLOOMBERG FaxrLy H@\varron rnc e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 12313 INVESTMENT HOLDINGS LLC 46-1936261 ADDRESS. C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 7,806,127. NAME OF CONTROLLED ENTITY EMPLOYER ID NO 20213 INVESTMENT HOLDINGS LLC 46-2025424 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, N¥ 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 9,792,357. 43 STATEMENT(S) 10 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1THE BLOOMBERG FAMILY H@NDarION Nc e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 40113 INVESTMENT HOLDINGS LLC 46-1030450 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 233. NAME OF CONTROLLED ENTITY EMPLOYER ID NO 42213 INVESTMENT HOLDINGS LLC 46-2062822 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 8,730,000. 44 STATEMENT(S) 10 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1THE sLoomperc Faxrty FM@boarron inc e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 52713 INVESTMENT HOLDINGS LLC 46-1577375 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 12,869,170. NAME OF CONTROLLED ENTITY EMPLOYER ID NO 61213 INVESTMENT HOLDINGS LLC 46-2973858 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) II LP AMOUNT OF TRANSFER 7,249,984 45 STATEMENT(S) 10 10271107 737725 BLOOMFAMFND 2013-04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFAtue sioomserc Faurty rf@\oarzon rc e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 70113 INVESTMENT HOLDINGS LLC 46-2986909 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 12,334,997. NAME OF CONTROLLED ENTITY EMPLOYER ID NO 91313 INVESTMENT HOLDINGS LLC 46-3001157 ADDRESS. C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 19,000,000. 46 STATEMENT(S) 10 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1me sioomssre rauriy P@oarron rnc e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT (AIV) SELECT INVESTORS I LP 26-1633115, ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTION THROUGH WILLETT SELECT INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 694,051. TOTAL AMOUNT OF TRANSFERS TO CONTROLLED ENTITIES 1, 326,719,277. a7 STATEMENT(S) 10 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1que BLoompERG Famtiy H@P\oarron inc e 20-5602483 FORM 990-PF TRANSFERS FROM CONTROLLED ENTITIES STATEMENT 11 PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP 26-2359838 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL WITHDRAWALS AMOUNT OF TRANSFER 10,000,000. NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT SELECT INVESTORS (TAX-EXEMPT) I LP 26-1634308 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL WITHDRAWALS AMOUNT OF TRANSFER 593,900,000. 48 STATEMENT(S) 11 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1rue stoowsere rawziy F@oarron inc e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT PRIVATE INVESTORS (TAX-EXEMPT) II LP 98-0678785 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL WITHDRAWALS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 9,865,010. NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT SELECT INVESTORS II LP 83-0501786 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL WITHDRAWALS THROUGH WILLETT SELECT INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 438,973,521. 49 STATEMENT(S) 11 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1ue stoomsers Faxzty rf@oarron mc @ 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 031612 INVESTMENT HOLDINGS LLC 80-0793225 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL WITHDRAWALS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 336,100. NAME OF CONTROLLED ENTITY EMPLOYER ID NO 103112 INVESTMENT HOLDINGS LLC 46-0751709 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL CONTRIBUTIONS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) II LP AMOUNT OF TRANSFER 439,977. 50 STATEMENT(S) 11 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1que stoomere Faurty FM@parron Nc @ 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 20213 INVESTMENT HOLDINGS LLC 46-2025424 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL WITHDRAWALS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 1,065,754. NAME OF CONTROLLED ENTITY EMPLOYER ID NO 40113 INVESTMENT HOLDINGS LLC 46-1030450 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL WITHDRAWALS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 2,933,570. 51 STATEMENT(S) 11 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tHe sLoomperc Faurty FM@koarzon rnc e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 42213 INVESTMENT HOLDINGS LLC 46-2062822 ADDRESS C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL WITHDRAWALS THROUGH WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 4,385,150. NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT (AIV) SELECT INVESTORS I LP 26-1633115, ADDRESS. C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 DESCRIPTION OF TRANSFER CAPITAL WITHDRAWAL THROUGH WILLETT SELECT INVESTORS (TAX-EXEMPT) I LP AMOUNT OF TRANSFER 29,056. TOTAL AMOUNT OF TRANSFERS FROM CONTROLLED ENTITIES 1,061,928,138 52 STATEMENT(S) 11 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1que sLoomperc rauriy r@oarron mvc e 20-5602483 FORM 990-PF LIST OF CONTROLLED ENTITIES STATEMENT 12 PART VII-A, LINE 11 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP 26-2359838 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT PRIVATE INVESTORS (TAX-EXEMPT) I LP 26-2359838 ADDRESS EXCESS BUSINESS HOLDING [{ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT SELECT INVESTORS (TAX-EXEMPT) I LP 26-1634308 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT SELECT INVESTORS (TAX-EXEMPT) I LP 26-1634308 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 53 STATEMENT(S) 12 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFALtae sroomserc Faxrty M@P\arzon ic e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT PRIVATE INVESTORS (TAX-EXEMPT) II LP 98-0678785 ADDRESS EXCESS BUSINESS HOLDING [{ } YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT PRIVATE INVESTORS (TAX-EXEMPT) II LP 98-0678785, ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT SELECT INVESTORS II LP 83-0501786 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, N¥ 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT SELECT INVESTORS II LP 83-0501786 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 031612 INVESTMENT HOLDINGS LLC 80-0793225 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 54 STATEMENT(S) 12 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1mms stoomserc raurty @oarzon inc e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 031612 INVESTMENT HOLDINGS LLC 80-0793225 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 060112 INVESTMENT HOLDINGS LLC 80-0819344 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 082211 INVESTMENT HOLDINGS LLC 80-0841232 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 103112 INVESTMENT HOLDINGS LLC 46-0751709 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 112212 INVESTMENT HOLDINGS LLC 46-0765422 ADDRESS. EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 55 STATEMENT(S) 12 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tue poomssre Faxziy F@arron nc e 20-5602483 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 120511 INVESTMENT HOLDINGS LLC 45-3943441 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 120812 INVESTMENT HOLDINGS LLC 46-0775441 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 122011 INVESTMENT HOLDINGS LLC 45-4001606 ADDRESS. EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 122512 INVESTMENT HOLDINGS LLC 45-5507007 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 123112 INVESTMENT HOLDINGS LLC 46-1000457 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 56 STATEMENT(S) 12 10271107 737725 BLOOMFAMFND 2013-04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1que stoomsere rawrty M@\parron xc NAME OF CONTROLLED ENTITY 12313 INVESTMENT HOLDINGS ADDRESS C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 20-5602483, EMPLOYER ID NO LLC 46-1936261 EXCESS BUSINESS HOLDING [ ] YES [X] NO 25 B 78TH STREET NAME OF CONTROLLED ENTITY 20213 INVESTMENT HOLDINGS ADDRESS C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 EMPLOYER ID NO LLC 46-2025424 EXCESS BUSINESS HOLDING [ ] YES [X] NO 25 E 78TH STREET NAME OF CONTROLLED ENTITY 20213 INVESTMENT HOLDINGS ADDRESS. C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 EMPLOYER ID NO LLC 46-2025424 EXCESS BUSINESS HOLDING [ ] YES [X] NO 25 B 78TH STREET NAME OF CONTROLLED ENTITY 21813 INVESTMENT HOLDINGS ADDRESS. C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 EMPLOYER ID NO LLC 46-1571879 EXCESS BUSINESS HOLDING [ ] YES [X] NO 25 E 78TH STREET NAME OF CONTROLLED ENTITY 40113 INVESTMENT HOLDINGS ADDRESS. C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 EMPLOYER ID NO LLC 46-1030450 EXCESS BUSINESS HOLDING [ ] YES [X] NO 25 E 78TH STREET 10271107 737725 BLOOMFAMFND 57 STATEMENT(S) 12 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1que pioommers rauriy rM@oarron mc NAME OF CONTROLLED ENTITY 40113 INVESTMENT HOLDINGS ADDRESS C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 20-5602483, EMPLOYER ID NO LLC 46-1030450 EXCESS BUSINESS HOLDING [ ] YES [X] NO 25 E 78TH STREET NAME OF CONTROLLED ENTITY 42213 INVESTMENT HOLDINGS ADDRESS C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 EMPLOYER ID NO LLC 46-2062822 EXCESS BUSINESS HOLDING [ } YES [X] NO 25 E 78TH STREET NAME OF CONTROLLED ENTITY 42213 INVESTMENT HOLDINGS ADDRESS C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 EMPLOYER ID NO LLC 46-2062822 EXCESS BUSINESS HOLDING [{ ] YES [X] NO 25 E 78TH STREET NAME OF CONTROLLED ENTITY 52713 INVESTMENT HOLDINGS ADDRESS C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 EMPLOYER ID NO LLC 46-1577375 EXCESS BUSINESS HOLDING [ ] YES [X] NO 25 B 78TH STREET NAME OF CONTROLLED ENTITY 61213 INVESTMENT HOLDINGS ADDRESS C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 EMPLOYER ID NO LLC 46-2973858 EXCESS BUSINESS HOLDING [ ] YES [X] NO 25 E 78TH STREET 10271107 737725 BLOOMFAMFND 58 STATEMENT(S) 12 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tHe BLoompers rawtty F@arron inc NAME OF CONTROLLED ENTITY 20-5602483 EMPLOYER ID NO 70113 INVESTMENT HOLDINGS LLC 46-2986909 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 NAME OF CONTROLLED ENTITY EMPLOYER ID NO 91313 INVESTMENT HOLDINGS LLC 46-3001157 ADDRESS EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 B 78TH NEW YORK, NY 10075 STREET NAME OF CONTROLLED ENTITY WILLETT (AIV) SELECT INVESTORS I LP ADDRESS C/O WILLETT ADVISORS LLC, NEW YORK, NY 10075 25 § 78TH EMPLOYER ID NO 26-1633115 EXCESS BUSINESS HOLDING [ ] YES [X] NO STREET NAME OF CONTROLLED ENTITY EMPLOYER ID NO WILLETT (AIV) SELECT INVESTORS I LP 26-1633115, ADDRESS. EXCESS BUSINESS HOLDING [ ] YES [X] NO C/O WILLETT ADVISORS LLC, 25 E 78TH STREET NEW YORK, NY 10075 59 STATEMENT(S) 12 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1rae sLoomperc Fauriy P@kparron rnc e 20-5602483 FORM 990-PF PART VIII - LIST OF OFFICERS, DIRECTORS STATEMENT 13 ‘TRUSTEES AND FOUNDATION MANAGERS EMPLOYEE TITLE AND COMPEN- BEN PLAN EXPENSE NAME AND ADDRESS AVRG HRS/WK SATION CONTRIB ACCOUNT PATRICIA E. HARRIS CEO & DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 5.00 0. 0 NEW YORK, NY 10022 TENLEY ALBRIGHT DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 9,600. oO. 0 NEW YORK, NY 10022 EMMA BLOOMBERG DIRECTOR C/O GELLER & CO, 909 THIRD AVE. 16TH FLOOR 0.58 9,600. 0. NEW YORK, NY 10022 GEORGINA BLOOMBERG DIRECTOR, C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 9,600. o. NEW YORK, NY 10022 CORY A. BOOKER DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 oO. 0. 0. NEW YORK, NY 10022 DAVID L. BOREN DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 9,600. ° NEW YORK, NY 10022 JOHN ELLIS BUSH DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 9,600. ° NEW YORK, NY 10022 ELAINE L. CHAO DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 9,600. 0. NEW YORK, NY 10022 KENNETH I. CHENAULT DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 9,600. oO. NEW YORK, NY 10022 60 STATEMENT(S) 13 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFALque soomses rauriy rM@parron inc e 20-5602483 D. RONALD DANIEL C/O GELLER & CO, 909 THIRD 16TH FLOOR NEW YORK, NY 10022 MANUEL A. DIAZ C/O GELLER & CO, 909 THIRD 16TH FLOOR NEW YORK, NY 10022 FIONA DRUCKENMILLER C/O GELLER & CO, 909 THIRD 16TH FLOOR NEW YORK, NY 10022 WALTER ISAACSON C/O GELLER & CO, 909 THIRD 16TH FLOOR NEW YORK, NY 10022 MAYA LIN C/O GELLER & CO, 909 THIRD 16TH FLOOR NEW YORK, NY 10022 JOHN J. MACK C/O GELLER & CO, 909 THIRD 16TH FLOOR NEW YORK, NY 10022 REVERAND JOSEPH M. MCSHANE C/O GELLER & CO, 909 THIRD 16TH FLOOR NEW YORK, NY 10022 MICHAEL G. MULLEN C/O GELLER & CO, 909 THIRD 16TH FLOOR NEW YORK, NY 10022 SAM NUNN C/O GELLER & CO, 909 THIRD 16TH FLOOR NEW YORK, NY 10022 SAMUEL J. PALMISANO C/O GELLER & CO, 909 THIRD 16TH FLOOR NEW YORK, NY 10022 10271107 737725 BLOOMFAMFND DIRECTOR AVE., 0.58 9,600. 7 0 DIRECTOR AVE., 0.58 9,600. 0. 0. DIRECTOR AVE., 0.58 9,600. 0. o DIRECTOR AVE., 0.58 9,600. o. 0 DIRECTOR AVE., 0.58 9,600. oO. 0 DIRECTOR AVE., 0.58 9,600. 0. 0 DIRECTOR AVE., 0.58 0. DIRECTOR AVE., 0.58 9,600. 0. o. DIRECTOR AVE., 0.58 9,600. 0. DIRECTOR AVE., 0.58 9,600. 0. 0 61 STATEMENT(S) 13 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1tue pioomperc raurty PMlparron mc e 20-5602483 HENRY MERRITT PAULSON, JR. DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 9,600. 7 0 NEW YORK, NY 10022 ALFRED SOMMER DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 9,600. 0. oO. NEW YORK, NY 10022 MARTIN SORRELL DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 9,600. 0. 0 NEW YORK, NY 10022 ANNE TATLOCK DIRECTOR C/O GELLER & CO, 909 THIRD AVE., 16TH FLOOR 0.58 9,600. o. 0 NEW YORK, NY 10022 TOTALS INCLUDED ON 990-PF, PAGE 6, PART VIII 192,000. 62 STATEMENT(S) 13 10271107 737725 BLOOMFAMFND 201304030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1we Boomers rauriy F@Bkoarron mc e 205602483 FORM 990-PF EXPENDITURE RESPONSIBILITY STATEMENT STATEMENT 14 PART VII-B, LINE SC GRANTEE'S NAME EL PODER DEL CONSUMIDOR, A.C GRANTEE'S ADDRESS SUAREZ 67-4, COL. SANTA URSULA COAPA C.P. 04650, MEXICO, D.F., MEXICO GRANT AMOUNT DATE OF GRANT AMOUNT EXPENDED 950,000. 06/21/12 72,619. PURPOSE OF GRANT TO COMBAT OBESITY IN MEXICO; $877,381 WAS EXPENDED IN 2012. DATES OF REPORTS BY GRANTEE 02/04/13, 07/16/13 ANY DIVERSION BY GRANTEE NOT TO OUR KNOWLEDGE RESULTS OF VERIFICATION N/A 63 STATEMENT(S) 14 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1que stoommens rauriy A@koarzon rwc e 20-5602483 GRANTEE'S NAME INSTITUTO NACIONAL DE SALUD PUBLICA GRANTEE'S ADDRESS UNIVERSIDAD #655 COLONIA SANTA MARIA AHUACATITLAN C.P. 62100, CUERNAVACA, MOR., MEXICO GRANT AMOUNT DATE OF GRANT AMOUNT EXPENDED 350,750. 07/11/12 36,817. PURPOSE OF GRANT TO COMBAT OBESITY IN MEXICO; $313,933 WAS EXPENDED IN 2012. DATES OF REPORTS BY GRANTEE 01/31/13, 08/30/13 ANY DIVERSION BY GRANTEE NOT TO OUR KNOWLEDGE RESULTS OF VERIFICATION N/A 64 STATEMENT(S) 14 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFALmus proompera rauty A@Bkoarron mvc e 20-5602403 GRANTEE'S NAME EL PODER DEL CONSUMIDOR, A.C GRANTEE'S ADDRESS SUAREZ 67-4, COL. SANTA URSULA COAPA C.P. 04650, MEXICO, D.F., MEXICO GRANT AMOUNT DATE OF GRANT AMOUNT EXPENDED 7,352,000. 10/04/13 2,801,828. PURPOSE OF GRANT TO COMBAT OBESITY IN MEXICO DATES OF REPORTS BY GRANTEE 01/02/14, 07/01/14 ANY DIVERSION BY GRANTEE NOT TO OUR KNOWLEDGE RESULTS OF VERIFICATION N/A 65 STATEMENT(S) 14 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1que sLoowsers raurty A@boarron me GRANTEE'S NAME CARBON DISCLOSURE PROJECT GRANTEE'S ADDRESS 40 BOWLING GREEN LANE LONDON, EC1R ONE, UNITED KINGDOM GRANT AMOUNT DATE OF GRANT AMOUNT EXPENDED 4,130,000. 09/12/13 604,138. PURPOSE OF GRANT TO EXPAND GLOBAL CARBON DISCLOSURE SYSTEM DATES OF REPORTS BY GRANTEE 04/30/14 ANY DIVERSION BY GRANTEE NOT TO OUR KNOWLEDGE RESULTS OF VERIFICATION N/A 66 20-5602483 STATEMENT(S) 14 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1que puooupens raMrty #@oarzon mc @ 20-5602483 GRANTEE'S NAME EKO ASSET MANAGEMENT PARTNERS LLC GRANTEE'S ADDRESS 1350 AVENUE OF THE AMERICAS, 29TH FLOOR NEW YORK, NY 10019 GRANT AMOUNT DATE OF GRANT AMOUNT EXPENDED 1,771,000. 11/01/13 0. PURPOSE OF GRANT ‘TO SUPPORT VIBRANT OCEANS INITIATIVE DATES OF REPORTS BY GRANTEE NO FISCAL REPORT DUE IN 2013, 01/30/14 ANY DIVERSION BY GRANTEE NOT TO OUR KNOWLEDGE RESULTS OF VERIFICATION N/A 67 STATEMENT(S) 14 10271107 737725 BLOOMFAMFND © 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1rue stoompenc raurey A@Bkoarzon rnc GRANTEE'S NAME INSTITUTO NACIONAL DE SALUD PUBLICA GRANTEE'S ADDRESS UNIVERSIDAD# 655 COLONIA SANTA MARIA AHUACATITLAN C.P. 62100, CUERNAVACA, MOR., MEXICO GRANT AMOUNT DATE OF GRANT AMOUNT EXPENDED 749,000. 07/16/13 237,254. PURPOSE OF GRANT TO COMBAT OBESITY IN MEXICO DATES OF REPORTS BY GRANTEE 01/02/14, 07/01/14 ANY DIVERSION BY GRANTEE NOT TO OUR KNOWLEDGE RESULTS OF VERIFICATION N/A 68 20-5602483 STATEMENT (S) 14 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1THE BLOOMBERG FAMILY F@YDATION INC e@ 20-5602483 FORM 990-PF ELECTION UNDER REGULATIONS SECTION STATEMENT 15 53.4942(A)-3(D)(2) TO TREAT EXCESS QUALIFYING DISTRIBUTIONS ‘AS DISTRIBUTIONS OUT OF CORPUS AS TO THE TREATMENT OF QUALIFYING DISTRIBUTIONS PURSUANT TO IRC SEC. 4942(H)(2) AND REG. 53.4942(A)-3(D)(2), THE BLOOMBERG FAMILY FOUNDATION INC. HEREBY ELECTS TO TREAT $6,561,910 OF TOTAL CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. Bot DATE: Mh a) NAME AND TITLE SIGNED MICHAEL R. BLOOMBERG, AUTHORIZED SIGNER 69 STATEMENT(S) 15 10271107 737725 BLOOMFAMFND 2013.04030 THE BLOOMBERG FAMILY FOUNDA BLOOMFA1