Jim and Rebecca Loree Foundation Inc is a private foundation focused on Education, based in FARMINGTON, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $220K. Net investment income was $74K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.3M
-10.8% YoY
Annual Giving
$220K
+7.7% YoY
Grant Count
4
-42.9% YoY
Avg Grant Size
$55K
+88.5% YoY
Under IRS private-foundation payout rules, Jim and Rebecca Loree Foundation Inc reported a distributable amount of $71K for 2024 — the minimum it must pay out in qualifying distributions.
About Jim and Rebecca Loree Foundation Inc
Based on IRS filings
Jim and Rebecca Loree Foundation Inc is a private foundation focused on Education, based in FARMINGTON, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.3M in total assets. In 2024, it awarded 4 grants totaling $220K. Net investment income was $74K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,317,262 | $1,476,500 | $1,574,542 |
| Revenue | $74,233 | $107,358 | $64,615 |
| Expenses | $233,471 | $205,400 | $12,785 |
| Qualifying Distributions | $233,296 | $204,225 | $10,275 |
| Net Investment Income | $74,058 | $54,138 | $53,594 |
| Distributable Amount | $71,174 | $79,921 | $102,584 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
16 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Union College ($100,000), Renbrook School ($100,000), Big Brothers Big Sisters of Ct ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNION COLLEGE SCHENECTADY, NY | GENERAL CHARITABLE PURPOSE | $100,000 |
| RENBROOK SCHOOL WEST HARTFORD, CT | GENERAL CHARITABLE PURPOSE | $100,000 |
| BIG BROTHERS BIG SISTERS OF CT HARTFORD, CT | GENERAL CHARITABLE PURPOSE | $15,000 |
| THE BUSHNELL CENTER FOR THE PERFORMING ARTS HARTFORD, CT | GENERAL CHARITABLE PURPOSE | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES LOREE | PRESIDENT | 1 | — |
| REBECCA KC LOREE | VICE PRESIDENT | 1 | — |
| SUSANNA KANTHER | SECRETARY | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Jim and Rebecca Loree Foundation Inc?
Jim and Rebecca Loree Foundation Inc is a private foundation focused on Education, based in FARMINGTON, CT. It holds $1.3M in total assets as of 2024.
How large is Jim and Rebecca Loree Foundation Inc?
As of 2024, Jim and Rebecca Loree Foundation Inc holds $1.3M in total assets with $74K in annual revenue. It awarded 4 grants totaling $220K in 2024.
Where does Jim and Rebecca Loree Foundation Inc operate?
Jim and Rebecca Loree Foundation Inc has awarded grants in Connecticut, Maryland, New Hampshire, New York.
What size grants does Jim and Rebecca Loree Foundation Inc award?
In 2024, Jim and Rebecca Loree Foundation Inc awarded 4 grants totaling $220K — an average of about $55K per grant, based on its IRS Form 990 filings.
How much is Jim and Rebecca Loree Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Jim and Rebecca Loree Foundation Inc reported a distributable amount of $71K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Jim and Rebecca Loree Foundation Inc's EIN?
Jim and Rebecca Loree Foundation Inc's EIN (Employer Identification Number) is 26-3986869. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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