Jim and Rebecca Loree Foundation Inc

Private foundation · Grantmaker Farmington, CT EIN: 26-3986869

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 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 1 grant totaling $100K. Net investment income was $17K.

Key facts about Jim and Rebecca Loree Foundation Inc

In short: Jim and Rebecca Loree Foundation Inc gave $100K across 1 grant in 2025 (avg $100K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.

EIN
26-3986869
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$100,000
Grants made (2025)
1
Average grant
$100,000
Median grant
$100,000
Total assets
$1,408,181
Primary geography
Connecticut (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.4M

+6.9% YoY

Annual Giving

$100K

-54.5% YoY

Grant Count

1

-75.0% YoY

Avg Grant Size

$100K

+81.8% YoY

Under IRS private-foundation payout rules, Jim and Rebecca Loree Foundation Inc reported a distributable amount of $72K for 2025 — the minimum it must pay out in qualifying distributions.

How Jim and Rebecca Loree Foundation Inc gives

  • Giving grew 873% from 2022 to 2025. Method
  • In 2025 it paid out 139% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of the 2025 grant dollars on its one itemized grant.

Cities

HartfordWest HartfordChestertownNew YorkSchenectadyMysticSunapee

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K1 grant2020 2 grants2021 2 grants2022 7 grants2023 4 grants2024 1 grant2025

From 2020 to 2025, annual grant giving ranged from $10K (2022) to $372K (2021). In 2025 it made 1 grant totaling $100K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

Renbrook School: $100KRenbrook School$100K

The largest 2025 recipient was Renbrook School ($100K).

Grant Size Distribution

16 grants across all recorded years

9<$50K1$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 9 grants of 16 (56%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Renbrook School West Hartford, CTGeneral Charitable Purpose$100,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,408,181$1,317,262$1,476,500
Revenue$17,190$74,233$107,358
Expenses$100,302$233,471$205,400
Qualifying Distributions$100,102$233,296$204,225
Net Investment Income$16,990$74,058$54,138
Distributable Amount$72,008$71,174$79,921

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Jim and Rebecca Loree Foundation Inc's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • James Loree

    Treasurer

    Vice President → President, 2024

    President → Treasurer, 2025

    On filings since 2020

    1 hr/week

    No compensation reported

  • Rebecca K C Loree

    Vice President

    President → Vice President, 2024

    On filings since 2020

    1 hr/week

    No compensation reported

Former officers (1)
  • Former: Susanna Kanther (2020–2024) — Secretary

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Jim and Rebecca Loree Foundation Inc

How much does Jim and Rebecca Loree Foundation Inc give each year?

Jim and Rebecca Loree Foundation Inc gave $100K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $220K across 4 grants.

How large is Jim and Rebecca Loree Foundation Inc?

Jim and Rebecca Loree Foundation Inc reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $100K in qualifying distributions that year, against a required minimum of $72K (roughly 5% of its investment assets).

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 $1.4M in total assets as of 2025.

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 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 2020–2025.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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