Jim and Rebecca Loree Foundation Inc
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.
Jim and Rebecca Loree Foundation Inc at a glance
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.
- Annual giving (2025)
- $100,000
- -54.5% vs 2024
- Grants made (2025)
- 1
- -75.0% vs 2024
- Average grant
- $100,000
- +81.8% vs 2024
- Median grant
- $100,000
- Total assets
- $1,408,181
- +6.9% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Jim and Rebecca Loree Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Renbrook School ($100K).
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 9 grants of 16 (56%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $10K (2022) to $372K (2021). In 2025 it made 1 grant totaling $100K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Renbrook School West Hartford, CT | General Charitable Purpose | $100,000 |
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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 | $1,408,181 | $17,190 | $100,302 | $100,000 | 1 | $100,102 | $16,990 | $72,008 |
| 2024 | $1,317,262 | $74,233 | $233,471 | $220,000 | 4 | $233,296 | $74,058 | $71,174 |
| 2023 | $1,476,500 | $107,358 | $205,400 | $204,225 | 7 | $204,225 | $54,138 | $79,921 |
| 2022 | $1,574,542 | $64,615 | $12,785 | $10,275 | 2 | $10,275 | $53,594 | $102,584 |
| 2021 | $1,455,212 | $158,050 | $372,598 | $371,723 | 2 | $371,723 | $106,371 | $165,882 |
| 2020 | $1,607,846 | $53,233 | $79,224 | $77,300 | 1 | — | $53,058 | $137,829 |
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.
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.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Jim and Rebecca Loree Foundation Inc funds
Education Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Jim and Rebecca Loree Foundation Inc's focus areas in our free grants database
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