The Bernard W and Bernadette Loeb

LECANTO, FL EIN: 23-2641004

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

-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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Pennsylvania $70K (71%)

Florida $24K (24%)

California $5K (5%)

Alabama $250 (0%)

Maryland $200 (0%)

States

Alabama California Florida Maryland Pennsylvania

Cities

Beverly HillsBreinigsvilleClearwaterFort MyersHoneybrookInvernessLecantoLos AngelesMchenryMontgomeryNaplesNew HopeNorth WalesPhiladelphiaStuartWalesWest Chester

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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.