Lisa P Loeb Foundation
Lisa P Loeb Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Walnut Creek, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $378K in total assets. In 2024, it awarded 19 grants totaling $69K. Net investment income was $19K.
Key facts about Lisa P Loeb Foundation
- EIN
- 04-6860384
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $68,500
- Grants made (2024)
- 19
- Average grant
- $3,605
- Median grant
- $1,000
- New grantees (estimate)
- 42% first-time grantees (8 of 19, 2024)
- Total assets
- $377,812
- Primary geography
- Massachusetts (88% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Lisa P Loeb Foundation funds
By grant dollars, the top recipient states for Lisa P Loeb Foundation's 19 itemized 2024 grants were Massachusetts (88%) and California (9%). The most frequent recipient cities were Boston, MA (8 grants), Newton, MA (3 grants) and Needham, MA (2 grants). 100% of grants with a stated purpose were for general or operating support.
Is Lisa P Loeb Foundation open to new grantees?
42%
first-time grantees, 2024
In 2024, 8 of 19 grantees (42%) were first-time recipients. First grants averaged $5K; repeat grants $3K. How we count
Medians: $4K first-time, $1K repeat.
- 42% of 2024 grantees were also funded in 2023. Method
- Giving grew 20% from 2021 to 2024. Method
- In 2024 it paid out 291% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Lisa P Loeb Foundation
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$378K
-11.5% YoY
Annual Giving
$69K
+144.6% YoY
Grant Count
19
+18.8% YoY
Avg Grant Size
$4K
+106.0% YoY
Under IRS private-foundation payout rules, Lisa P Loeb Foundation reported a distributable amount of $24K for 2024 — the minimum it must pay out in qualifying distributions.
About Lisa P Loeb Foundation
Based on IRS filings
Lisa P Loeb Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Walnut Creek, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $378K in total assets. In 2024, it awarded 19 grants totaling $69K. Net investment income was $19K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 19 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $377,812 | $426,984 | $432,392 |
| Revenue | $32,596 | $26,977 | $10,939 |
| Expenses | $81,768 | $32,385 | $45,658 |
| Qualifying Distributions | $68,500 | $28,000 | $32,500 |
| Net Investment Income | $19,328 | $23,417 | $1,031 |
| Distributable Amount | $23,514 | $23,212 | $25,347 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
107 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Combined Jewish Philanthropies ($10,000), Hebrew Seniorlife ($10,000), Mass Generel Hospital ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| COMBINED JEWISH PHILANTHROPIES Boston, MA | UNRESTRICTED PURPOSE | $10,000 |
| HEBREW SENIORLIFE Boston, MA | UNRESTRICTED PURPOSE | $10,000 |
| MASS GENEREL HOSPITAL Boston, MA | UNRESTRICTED PURPOSE | $10,000 |
| NEWTON-WELLESLEY HOSPITAL Newton, MA | UNRESTRICTED PURPOSE | $10,000 |
| TEMPLE ISRAEL Boston, MA | UNRESTRICTED PURPOSE | $7,000 |
| FOUNDATION OF MASS EYE & EAR Boston, MA | UNRESTRICTED PURPOSE | $5,000 |
| LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH Los Angeles, CA | UNRESTRICTED PURPOSE | $5,000 |
| FAMILY ACCESS Boston, MA | UNRESTRICTED PURPOSE | $2,000 |
| CHARLES RIVER YMCA Needham, MA | UNRESTRICTED PURPOSE | $1,000 |
| HEBREW COLLEGE Newton, MA | UNRESTRICTED PURPOSE | $1,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Alberta Richmond | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lisa P Loeb Foundation?
Lisa P Loeb Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Walnut Creek, CA. It holds $378K in total assets as of 2024.
How large is Lisa P Loeb Foundation?
As of 2024, Lisa P Loeb Foundation holds $378K in total assets with $33K in annual revenue. It awarded 19 grants totaling $69K in 2024.
Where does Lisa P Loeb Foundation operate?
Lisa P Loeb Foundation has awarded grants in Alabama, Arkansas, California, District of Columbia, Illinois, Louisiana, Massachusetts, Maryland, Michigan, Mississippi, New York, Tennessee, Texas, Virginia.
What size grants does Lisa P Loeb Foundation award?
In 2024, Lisa P Loeb Foundation awarded 19 grants totaling $69K — an average of about $4K per grant, based on its IRS Form 990 filings.
How much is Lisa P Loeb Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Lisa P Loeb Foundation reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lisa P Loeb Foundation's EIN?
Lisa P Loeb Foundation's EIN (Employer Identification Number) is 04-6860384. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.