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
Under IRS private-foundation payout rules, The Bernard W and Bernadette Loeb reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include Homeless Empowerment Program ($10,000), Plain Compassion Crisis Response In ($10,000), The Sanctuary at Haafsville ($2,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Homeless Empowerment Program Clearwater, FL | Provide Fresh Food to the Indignant | $10,000 |
| The Path Mission Beverly Hills, FL | Support of Homeless Shelter | $750 |
| The Key Training Center Lecanto, FL | Job & residential Skills for the Disabled | $500 |
| The Sanctuary at Haafsville Breinigsville, PA | Support of the Homeless and economically challenged | $2,500 |
| Plain Compassion Crisis Response In Honeybrook, PA | Support of Homeless and their families | $10,000 |
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 | — | — |
Frequently Asked Questions
How large is The Bernard W and Bernadette Loeb?
As of 2024, The Bernard W and Bernadette Loeb holds $427K in total assets with $27K in annual revenue. It awarded 5 grants totaling $24K in 2024.
Where does The Bernard W and Bernadette Loeb operate?
The Bernard W and Bernadette Loeb has awarded grants in Alabama, California, Florida, Maryland, Pennsylvania.
What size grants does The Bernard W and Bernadette Loeb award?
In 2024, The Bernard W and Bernadette Loeb awarded 5 grants totaling $24K — an average of about $5K per grant, based on its IRS Form 990 filings.
How much is The Bernard W and Bernadette Loeb required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Bernard W and Bernadette Loeb reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Bernard W and Bernadette Loeb's EIN?
The Bernard W and Bernadette Loeb's EIN (Employer Identification Number) is 23-2641004. IRS Form 990 filing data is available on this page for 2021–2024.
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Browse active grant opportunities in The Bernard W and Bernadette Loeb's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.