Bernard W & Bernadette Loeb Charitable Foundation

Alderfer Murray Y Ttee

Lecanto, FL
Tax-exempt since March 1992
EIN: 23-2641004

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$27.3k (2024)

Expenses

$40.8k (2024)

Total Assets

$427k (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$27,304

Expenses

$40,812

Net Income

-$13,508

Net Assets

$427,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$83	0.3%
Dividends	$5,369	19.7%
Sales of Assets	$21,852	80.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$23,750	58.2%
Compensation of Officers*	$13,500	33.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$427,223
Total Liabilities	$0
Net Assets	$427,223

Compensation

Key Employees and Officers	Compensation	Other
Josephine A Szmuc (President)	$13,500	$0
Susan A Walker Russo (Vice President)	$0	$0
Catherine Bowles (Treasurer)	$0	$0
Maria Zack (Secretary)	$0	$0
Thomas E Brown (Officer)	$0	$0

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990-PF

Filed on May 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$26,997

Expenses

$40,465

Net Income

-$13,468

Net Assets

$399,954

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$83	0.3%
Dividends	$5,576	20.7%
Sales of Assets	$21,338	79.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,895	54.1%
Compensation of Officers*	$10,000	24.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$399,954
Total Liabilities	$0
Net Assets	$399,954

Compensation

Key Employees and Officers	Compensation	Other
Josephine A Szmuc (President)	$10,000	$0
Susan A Walker Russo (Vice President)	$0	$0
Catherine Bowles (Treasurer)	$0	$0
Maria Zack (Secretary)	$0	$0
Thomas E Brown (Officer)	$0	$0

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990-PF

Filed on Nov. 12, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$16,345

Expenses

$37,106

Net Income

-$20,761

Net Assets

$381,865

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37	0.2%
Dividends	$5,523	33.8%
Sales of Assets	$10,785	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,750	50.5%
Compensation of Officers*	$14,600	39.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$381,865
Total Liabilities	$0
Net Assets	$381,865

Compensation

Key Employees and Officers	Compensation	Other
Josephine A Szmuc (President)	$14,600	$0
Susan A Walker Russo (Vice President)	$0	$0
Catherine Bowles (Treasurer)	$0	$0
Maria Zack (Secretary)	$0	$0
Thomas E Brown (Officer)	$0	$0

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990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$26,506

Expenses

$71,721

Net Income

-$45,215

Net Assets

$492,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$688	2.6%
Dividends	$6,620	25.0%
Sales of Assets	$19,198	72.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,950	48.7%
Compensation of Officers*	$24,700	34.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$785,297
Total Liabilities	$293,000
Net Assets	$492,297

Compensation

Key Employees and Officers	Compensation	Other
Josephine E Szmuc (President)	$24,700	$0
Maria Zack (Secretary)	$0	$0
Catherine Evans Pusey (Treasurer)	$0	$0
Susan A Walker Russo (Vice President)	$0	$0
Thomas E Brown (Officer)	$0	$0

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990-PF

Filed on Jan. 26, 2023

Primary tax return for a private foundation's activities, finances, and governance

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XML

View Filing (2 of 2)

Fiscal Year Ending Dec.
2019

Revenue

$16,752

Expenses

$65,370

Net Income

-$48,618

Net Assets

$469,667

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,717	10.2%
Dividends	$8,811	52.6%
Sales of Assets	$6,224	37.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,500	32.9%
Compensation of Officers*	$32,000	49.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$469,668
Total Liabilities	$1
Net Assets	$469,667

Compensation

Key Employees and Officers	Compensation	Other
Josephine A Loeb Szmuc (President)	$32,000	$0
Maria Zack (Secretary)	$0	$0
Catherine Evans Pusey (Treasurer)	$0	$0
Susan Walker (Vice Preside)	$0	$0

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990-PF

Filed on June 15, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$17,265

Expenses

$38,761

Net Income

-$21,496

Net Assets

$438,724

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,504	14.5%
Dividends	$7,999	46.3%
Sales of Assets	$6,762	39.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,500	63.2%
Compensation of Officers*	$3,600	9.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$731,724
Total Liabilities	$293,000
Net Assets	$438,724

Compensation

Key Employees and Officers	Compensation	Other
Josephine Loeb Sabillon (President)	$3,600	$0
Maria Zack (Secretary)	$0	$0
Catherine Evans Pusey (Treasurer)	$0	$0
Susan Walker (Vice Preside)	$0	$0

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990-PF

Filed on May 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$22,773

Expenses

$29,504

Net Income

-$6,731

Net Assets

$460,220

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,941	17.3%
Dividends	$7,095	31.2%
Sales of Assets	$11,737	51.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,500	83.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$753,220
Total Liabilities	$293,000
Net Assets	$460,220

Compensation

Key Employees and Officers	Compensation	Other
Josephine Loeb Sabillon (President)	$0	$0
Maria Zack (Secretary)	$0	$0
Catherine Evans Pusey (Treasurer)	$0	$0
Susan Walker (Vice Preside)	$0	$0

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990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$18,229

Expenses

$18,668

Net Income

-$439

Net Assets

$466,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,885	37.8%
Dividends	$5,665	31.1%
Sales of Assets	$5,679	31.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$12,000	64.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$466,951
Total Liabilities	$0
Net Assets	$466,951

Compensation

Key Employees and Officers	Compensation	Other
Josephine Loeb Sabillon (President)	$0	$0
Maria Zack (Secretary)	$0	$0
Catherine Evans Pusey (Treasurer)	$0	$0
Susan Walker (Vice Preside)	$0	$0

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990-PF

Filed on Sept. 19, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$25,890

Expenses

$20,796

Net Income

$5,094

Net Assets

$467,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,888	30.5%
Dividends	$9,228	35.6%
Sales of Assets	$8,774	33.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,000	67.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$467,390
Total Liabilities	$0
Net Assets	$467,390

Compensation

Key Employees and Officers	Compensation	Other
Josephine Loeb Sabillon (President)	$0	$0
Raymond Lamorgese (Treasurer)	$0	$0
Catherine Pusey (Secretary)	$0	$0
Edward C Szmuc Jr (Vice President)	$0	$0

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990-PF

Filed on May 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$20,941

Expenses

$44,124

Net Income

-$23,183

Net Assets

$462,296

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,208	58.3%
Dividends	$2,129	10.2%
Sales of Assets	$6,604	31.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,000	86.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$462,296
Total Liabilities	$0
Net Assets	$462,296

Compensation

Key Employees and Officers	Compensation	Other
Josephine Loeb Sabillon (President)	$0	$0
Edward C Szmuc (Vice Preside)	$0	$0
Robert Gaugler (Secretary)	$0	$0
Murray Alderfer (Treasurer)	$0	$0

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990-PF

Filed on July 9, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$20,453

Expenses

$81,906

Net Income

-$61,453

Net Assets

$485,479

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$13,034	63.7%
Dividends	$7,419	36.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,000	92.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$485,479
Total Liabilities	$0
Net Assets	$485,479

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$19,869

Expenses

$82,683

Net Income

-$62,814

Net Assets

$541,411

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,743	79.2%
Dividends	$4,126	20.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,000	91.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$541,411
Total Liabilities	$0
Net Assets	$541,411

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$19,367

Expenses

$78,310

Net Income

-$58,943

Net Assets

$597,469

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16,092	83.1%
Dividends	$3,275	16.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,000	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$597,469
Total Liabilities	$0
Net Assets	$597,469

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Bernard W & Bernadette Loeb Charitable Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $27.3k (2024)

Expenses $40.8k (2024)

Total Assets $427k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Revenue

$27.3k (2024)

Expenses

$40.8k (2024)

Total Assets

$427k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001