The Jesse and Rose Loeb Foundation Inc
The Jesse and Rose Loeb Foundation Inc is a private foundation based in Warrenton, Virginia. It supports local charitable organizations in Fauquier County and surrounding areas, with a primary interest in specific tangible projects, and also provides college scholarships for students from the area.
Key facts about The Jesse and Rose Loeb Foundation Inc
In short: The Jesse and Rose Loeb Foundation Inc gave $430K across 31 grants in 2025 (avg $14K), mostly in Virginia. 39% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- EIN
- 54-1604839
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $430,000
- Grants made (2025)
- 31
- Average grant
- $13,871
- Median grant
- $5,000
- New grantees (estimate)
- 39% first-time grantees (12 of 31, 2025)
- Total assets
- $8,651,620
- Primary geography
- Virginia (100% of itemized 2025 grant dollars)
- How to apply
- Submit the foundation’s application with the required organizational and project materials. Full details ↓
- Deadline
- The website lists February 1 through April 30 as the annual community grant application period.
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$8.7M
-1.3% YoY
Annual Giving
$430K
-3.4% YoY
Grant Count
31
-11.4% YoY
Avg Grant Size
$14K
+9.1% YoY
Under IRS private-foundation payout rules, The Jesse and Rose Loeb Foundation Inc reported a distributable amount of $475K for 2025 — the minimum it must pay out in qualifying distributions.
Is The Jesse and Rose Loeb Foundation Inc open to new grantees?
39%
first-time grantees, 2025
In 2025, 12 of 31 grantees (39%) were first-time recipients. First grants averaged $15K; repeat grants $13K. How we count
Medians: $8K first-time, $5K repeat.
- 52% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 113% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
The foundation’s stated purpose is to use its resources to benefit the citizens of Fauquier County and surrounding areas. Its website identifies educational institutions, public safety agencies, social service agencies, health care organizations, and arts and cultural organizations among the types of organizations it supports. It also lists organizations promoting public health and safety, child well-being, and education as areas of interest.
Its grants emphasize tangible projects, with construction and equipment purchases given as typical examples. The grantees’ stated missions illustrate the range of organizations receiving support: Fauquier FISH says it helps neighbors in need; Community Touch says it provides transitional housing and resources for self-sufficiency; and Warrenton Volunteer Fire Company says it responds to emergencies and works to protect public safety. These are the grantees’ descriptions of their own work.
Grantmaking
In filing year 2025, the foundation reported 31 grants totaling $430,000. Grant amounts ranged from $1,500 to $43,000, with a median of $5,000. The largest awards included $43,000 to The Fauquier Free Clinic, $42,000 to Fauquier FISH, $40,000 to Castleton Community VFD, $35,000 to Community Touch, and $30,000 each to The Warrenton Meeting Place and Warrenton Volunteer Fire Company. The filing lists these awards’ purposes as “donation.”
Review Cycle
The website lists February 1 through April 30 as the annual community grant application period. The 2024 filing says community grant applications are accepted at all times; it lists a mid-April deadline for scholarship applications.
Open Grants
1 open opportunity from The Jesse and Rose Loeb Foundation Inc
Ready to take the next step with The Jesse and Rose Loeb Foundation Inc?
Geographic Focus
Where this funder awards grants
The foundation describes its charitable support as focused on Warrenton and Fauquier County, Virginia, and surrounding or adjacent counties. All reported grant dollars in filing year 2025 went to recipients in Virginia.
Grant Distribution by State
Share of 2025 grant dollars across all 31 itemized grants.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2025, annual grant giving ranged from $430K (2025) to $481K (2023). In 2025 it made 31 grants totaling $430K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was The Fauquier Free Clinic ($43K). Together the top 10 received $303K.
Grant Size Distribution
164 grants across all recorded years
The most common grant size was under $50K: 157 grants of 164 (96%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Fauquier Free Clinic Warrenton, VA | Donation | $43,000 |
| Fauquier Fish Warrenton, VA | Donation | $42,000 |
| Castleton Community VFD Castleton, VA | Donation | $40,000 |
| Community Touch Bealeton, VA | Donation | $35,000 |
| The Warrenton Meeting Place Warrenton, VA | Donation | $30,000 |
| Warrenton Volunteer Fire Company Warrenton, VA | Donation | $30,000 |
| George Washington Carver Agriculture Research Center Rapidan, VA | Donation | $25,000 |
| Foothill Housing Corporation Warrenton, VA | Donation | $20,000 |
| Verdun Adventure Bound Rixeyville, VA | Donation | $20,000 |
| Rapp Center for Education Sperryville, VA | Donation | $18,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Assets | Revenue | Expenses | Grants | Grant count |
|---|---|---|---|---|---|
| 2025 | $8,651,620 | $455,452 | $573,975 | $430,000 | 31 |
| 2024 | $8,765,143 | $746,094 | $546,782 | $445,100 | 35 |
| 2023 | $8,565,831 | $233,173 | $604,106 | $481,450 | 35 |
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $8,651,620 | $8,765,143 | $8,565,831 |
| Revenue | $455,452 | $746,094 | $233,173 |
| Expenses | $573,975 | $546,782 | $604,106 |
| Qualifying Distributions | $536,565 | $512,176 | $572,380 |
| Net Investment Income | $417,680 | $711,190 | $232,595 |
| Distributable Amount | $474,774 | $447,142 | $437,860 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Thomas H. Kirk as executive director. Directors listed are Donald R. Yowell, G. Wayne Eastham, Richard Monohan, Sarah Yakel, Jackie Coram, and Lisa Hicklin.
The Jesse and Rose Loeb Foundation Inc is led by Thomas H. Kirk, Executive Director on every filing since 2021; all 7 officers listed in 2025 are compensated.
Officers on the 2025 filing
Thomas H. Kirk
Executive Director
On filings since 2021
8 hrs/week
$32K (2021) → $50K (2025)
Donald R. Yowell
Director
On filings since 2021
0.3 hrs/week
$2K (2021) → $2K (2025)
G. Wayne Eastham
Director
On filings since 2021
0.3 hrs/week
$2K (2021) → $2K (2025)
Richard Monohan
Director
On filings since 2021
0.3 hrs/week
$2K (2021) → $2K (2025)
Jackie Coram
Director
New on the 2025 filing
0.3 hrs/week
$2K (2025)
Lisa Hicklin
Director
New on the 2025 filing
0.3 hrs/week
$1K (2025)
Sarah Yakel
Director
New on the 2025 filing
0.3 hrs/week
$2K (2025)
Former officers (1)
- Former: Sue Ann Meek (2021–2023) — Director
Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $50K, to Thomas H Kirk (Executive Director). 7 officers or directors reported compensation on that filing.
Contact
Application contact: Thomas H Kirk
Mailing address: P O Box 803, Warrenton, VA 20188
Phone: (540) 428-1960
Website: https://loebfoundation.org
Frequently asked questions about The Jesse and Rose Loeb Foundation Inc
How much does The Jesse and Rose Loeb Foundation Inc give each year?
The Jesse and Rose Loeb Foundation Inc gave $430K across 31 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $445K across 35 grants.
What is The Jesse and Rose Loeb Foundation Inc's typical grant size?
The Jesse and Rose Loeb Foundation Inc's median grant in 2025 was $5,000, and its average grant was $13,871, across 31 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Jesse and Rose Loeb Foundation Inc that year got $15K on average.
Where does The Jesse and Rose Loeb Foundation Inc give grants?
The Jesse and Rose Loeb Foundation Inc gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Warrenton, VA (10 grants), Bealeton, VA (2 grants), Rixeyville, VA (2 grants) and Middleburg, VA (2 grants).
Does The Jesse and Rose Loeb Foundation Inc give general operating support?
Not in 2025: none of the 31 grants with a stated purpose on The Jesse and Rose Loeb Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (18 grants) and "Scholarship - UVA" (7 grants).
Who are The Jesse and Rose Loeb Foundation Inc's largest grantees?
The Jesse and Rose Loeb Foundation Inc's largest 2025 grantees include The Fauquier Free Clinic ($43,000), Fauquier Fish ($42,000) and Castleton Community VFD ($40,000), according to its 2025 IRS Form 990-PF. Together they received 29% of its itemized 2025 grant dollars.
How large is The Jesse and Rose Loeb Foundation Inc?
The Jesse and Rose Loeb Foundation Inc reported $8.7M in total assets on its 2025 IRS Form 990-PF. It paid out $537K in qualifying distributions that year, against a required minimum of $475K (roughly 5% of its investment assets).
What does The Jesse and Rose Loeb Foundation Inc fund?
The foundation’s stated purpose is to use its resources to benefit the citizens of Fauquier County and surrounding areas. See mission & focus areas ↑
How do I apply for a grant from The Jesse and Rose Loeb Foundation Inc?
Submit the foundation’s application with the required organizational and project materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Jesse and Rose Loeb Foundation Inc's EIN?
The Jesse and Rose Loeb Foundation Inc's EIN (Employer Identification Number) is 54-1604839. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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