Loeb Family Foundation Inc

MONTGOMERY, AL EIN: 63-0960783

There are multiple Loeb Family Foundations operating independently. The primary entities identified are:

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$5.4M

-2.8% YoY

Annual Giving

$318K

+10.3% YoY

Grant Count

53

-7.0% YoY

Avg Grant Size

$6K

+18.6% YoY

Under IRS private-foundation payout rules, Loeb Family Foundation Inc reported a distributable amount of $315K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

Montgomery, AL Foundation (EIN 63-0960783)

Primary funding focuses on:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services

Bellevue, WA Foundation (EIN 91-2010665)

Primary funding focuses on:

  • Education
  • Philanthropy, Voluntarism & Grantmaking
  • Human Services
  • Community Health
  • Health and Medical Services
  • Health and Wellness

Winnetka, IL Foundation (EIN 83-3165912)

Focuses on grantmaking in the United States. Recent grantees have included educational institutions and community foundations.

Grantmaking

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Geographic Focus

Where this funder awards grants

  • Montgomery, AL Foundation: California, Alabama, Georgia
  • Bellevue, WA Foundation: Washington, New York, California
  • Winnetka, IL Foundation: United States (national focus)

Grant Distribution by State

14states
+6 more states

Cities

Albert LeaAlexandriaArlingtonAtlantaBabson ParkBellmoreBeverly HillsChicagoCulver CityDenverDunwoodyEast PointHempsteadJacksonLos AngelesMedfordMobileMonterey ParkMontgomeryNew Orleans

Financial History

Multi-year comparison from IRS filings

Montgomery, AL Foundation (EIN 63-0960783)

  • Total assets (2025): $5,397,382
  • Total giving (2025): $318,110

Bellevue, WA Foundation (EIN 91-2010665)

  • Total assets (2024): $859,764
  • Total giving (2024): $51,100

Winnetka, IL Foundation (EIN 83-3165912)

  • Total assets (2024): $2,546,682
  • Total revenues (2024): $291,267
  • Total expenses (2024): $165,927
  • Net income (2024): $125,340
  • Total grants, contributions (2024): $266,475
  • Investment income and dividends (2024): $62,526
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$214K$428K$642K$856K20212022202320242025
Metric202520242023
Total Assets$5,397,382$5,555,096$5,786,640
Revenue$218,687$111,469$-17,756
Expenses$376,401$343,013$414,923
Qualifying Distributions$318,110$288,500$320,950
Net Investment Income$169,793$99,579$97,897
Distributable Amount$314,954$298,609$279,516

Giving Over Time

Total grant dollars and number of grants per year

$0$94K$187K$281K$374K62 grants202165 grants202248 grants202357 grants202453 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

TEMPLE BETH OR$27KHOFSTRA UNIVERSITY$20KRIVER REGION UNITED WAY$20KALLIANCE THEATRE COMPANY$17KHIGH MUSEUM OF ART$17KFAMILY SUNSHINE CENTER$16KTEMPLE SINAI$16KDIDI HIRSCH$15KREADY TO SUCCEED$15KTEMPLE ISAIAH$15K

Grant Size Distribution

248 grants across all recorded years

247<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Temple Beth or ($27,010), Hofstra University ($20,000), River Region United Way ($20,000).

RecipientPurposeAmount
AJCOMMITEE PHILADELPHIA, PARELIGIOUS$3,000
ALABAMA SHAKESPEARE FESTIVAL MONTGOMERY, ALCULTURAL/EDUCATIONAL$5,000
ALLIANCE THEATRE COMPANY ATLANTA, GACULTURAL/EDUCATIONAL$17,000
AMERICAN JEWISH COMMITTEE NEW YORK, NYRELIGIOUS$10,000
ATLANTA COMMUNITY FOOD BANK EAST POINT, GAHUMANITARIAN$2,500
ATLANTA HISTORY CENTER ATLANTA, GAEDUCATIONAL$2,000
ATLANTA JEWISH FILM SOCIETY ATLANTA, GACULTURAL/EDUCATIONAL$1,100
ATLANTA SYMPHONY ORCHESTRA ATLANTA, GACULTURAL/EDUCATIONAL$5,000
BABSON COLLEGE BABSON PARK, MAEDUCATIONAL$1,000
BIG SUNDAY LOS ANGELES, CAHUMANITARIAN$5,000

Leadership & Key People

Leadership team and compensation from IRS filings

The Winnetka, IL foundation is supported by Edward Loeb. Joan Byck Loeb (1931–2020) was a founding and active member of the L'Chaim League at Temple Beth-Or and the Alabama Shakespeare Festival in Montgomery, indicating historical connection to the Montgomery foundation.

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
REGIONS BANK TRUST DEPARTMENTTRUSTEE2
ELIZABETH L FRIEDMANBOARD OF DIRECTORS
PATRICIA L ROSENBAUMBOARD OF DIRECTORS
JAMES L LOEB JRBOARD OF DIRECTORS

Recent News & Activity

Recent developments and announcements

A Loeb family grant was announced to fund the Jewish Federation of Greater Seattle leadership institute in perpetuity, indicating ongoing philanthropic activity in the Pacific Northwest region.

Loeb family grant to fund Jewish Federation of Greater Seattle leadership

Frequently Asked Questions

What does Loeb Family Foundation Inc fund?

Primary funding focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services Primary funding focuses on: • Education • Philanthropy, Voluntarism & Grantmaking • Human Services • Community Health • Health and Medical Services • Health and Wellness Focuses on grantmaking in the United States. Recent grantees have included educational institutions and community foundations.

How do I apply for a grant from Loeb Family Foundation Inc?

• **Total giving (2025):** $318,110 • **Typical award range:** $250–$45,750 • **Geographic focus:** California, Alabama, and Georgia • **Total giving (2024):** $51,100 • **Typical award range:** $38–$20,000 • **Geographic focus:** Washington, New York, and California • **Total giving (2024):** $133,500 (34 grants made) • **Recent grantees include:** • Boston College ($30,000) • Loyola Academy ($10,000) • Yellowstone Club Community Foundation ($10,000)

Where does Loeb Family Foundation Inc make grants?

• **Montgomery, AL Foundation:** California, Alabama, Georgia • **Bellevue, WA Foundation:** Washington, New York, California • **Winnetka, IL Foundation:** United States (national focus)

What size grants does Loeb Family Foundation Inc award?

In 2025, Loeb Family Foundation Inc awarded 53 grants totaling $318K — an average of about $6K per grant, based on its IRS Form 990 filings.

How much is Loeb Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Loeb Family Foundation Inc reported a distributable amount of $315K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Loeb Family Foundation Inc's EIN?

Loeb Family Foundation Inc's EIN (Employer Identification Number) is 63-0960783. IRS Form 990 filing data is available on this page for 2021–2025.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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