The Bernard W and Bernadette Loeb
The Bernard W and Bernadette Loeb is a private foundation, based in LECANTO, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $427K in total assets. In 2024, it awarded 5 grants totaling $24K. Net investment income was $24K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$427K
+6.8% YoY
Annual Giving
$24K
+8.5% YoY
Grant Count
5
-28.6% YoY
Avg Grant Size
$5K
+51.9% YoY
About The Bernard W and Bernadette Loeb
Based on IRS filings
The Bernard W and Bernadette Loeb is a private foundation, based in LECANTO, FL. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $427K in total assets. In 2024, it awarded 5 grants totaling $24K. Net investment income was $24K.
Ready to take the next step with The Bernard W and Bernadette Loeb?
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 | $427,223 | $399,954 | $381,865 |
| Revenue | $27,304 | $26,997 | $16,345 |
| Expenses | $40,812 | $40,465 | $37,106 |
| Qualifying Distributions | $23,750 | $21,895 | $18,750 |
| Net Investment Income | $23,742 | $18,427 | $12,589 |
| Distributable Amount | $20,039 | $18,996 | $21,351 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
31 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 |
|---|---|---|---|
| Josephine A Szmuc | President | 30 | $13,500 |
| Susan A Walker-Russo | Vice President | — | — |
| Catherine Bowles | Treasurer | — | — |
| Maria Zack | Secretary | — | — |
| Thomas E Brown | Officer | — | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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