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
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
No grants recorded for .
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
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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