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Jim And Rebecca Loree Foundation Inc

  • Farmington, CT
  • Tax-exempt since April 2010
  • EIN: 26-3986869

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$107k (2023)

Expenses
$205k (2023)

Total Assets
$1.48M (2023)

Total Liabilities
$0 (2023)

Years with missing data
Source: Form 990 tax filings from 2011 to 2023

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.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$107,358
Expenses
$205,400
Net Income
-$98,042
Net Assets
$1,476,500
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $53,225
49.6%
Interest Revenue $0
Dividends $54,133
50.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $204,225
99.4%
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 $1,476,500
Total Liabilities $0
Net Assets $1,476,500
Compensation
Key Employees and Officers Compensation Other
Rebecca Kc Loree (President) $0 $0
James Loree (Vice President) $0 $0
Susanna Kanther (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 11, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$64,615
Expenses
$12,785
Net Income
$51,830
Net Assets
$1,574,542
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $10,846
16.8%
Interest Revenue $0
Dividends $53,769
83.2%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $10,275
80.4%
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 $1,574,542
Total Liabilities $0
Net Assets $1,574,542
Compensation
Key Employees and Officers Compensation Other
Rebecca Kc Loree (President) $0 $0
James Loree (Vice President) $0 $0
Susanna Kanther (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 13, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$158,050
Expenses
$372,598
Net Income
-$214,548
Net Assets
$1,455,212
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $51,504
32.6%
Interest Revenue $4
0.0%
Dividends $50,724
32.1%
Sales of Assets $55,818
35.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $371,723
99.8%
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 $1,455,212
Total Liabilities $0
Net Assets $1,455,212
Compensation
Key Employees and Officers Compensation Other
Rebecca K C Loree (President) $0 $0
James Loree (Vice President) $0 $0
Susanna Kanther (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 11, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$53,233
Expenses
$79,224
Net Income
-$25,991
Net Assets
$1,607,845
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $4
0.0%
Dividends $49,625
93.2%
Sales of Assets $3,604
6.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $77,300
97.6%
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 $1,607,846
Total Liabilities $1
Net Assets $1,607,845
Compensation
Key Employees and Officers Compensation Other
Rebecca K C Loree (President) $0 $0
James Loree (Vice President) $0 $0
Susanna Kanther (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 12, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$579,327
Expenses
$6,850
Net Income
$572,477
Net Assets
$1,633,835
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $519,833
89.7%
Interest Revenue $109
0.0%
Dividends $43,504
7.5%
Sales of Assets $15,881
2.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $5,000
73.0%
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 $1,633,836
Total Liabilities $1
Net Assets $1,633,835
Compensation
Key Employees and Officers Compensation Other
Rebecca K C Loree (President) $0 $0
James Loree (Vice President) $0 $0
Susanna Kanther (Secretary) $0 $0

Document Links

990-PF
Filed on Nov. 12, 2020

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

View Filing
XML

Fiscal Year Ending Dec.
2018

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,048,120
Expenses
$133,707
Net Income
$914,413
Net Assets
$1,355,423
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,022,945
97.6%
Interest Revenue $1
0.0%
Dividends $25,174
2.4%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $131,963
98.7%
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 $1,462,611
Total Liabilities $107,188
Net Assets $1,355,423
Compensation
Key Employees and Officers Compensation Other
Rebecca Kc Loree (President) $0 $0
James Loree (Vp) $0 $0
Susanna Kanther (Secretary) $0 $0

Document Links

990-PF
Filed on June 29, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$251,935
Expenses
$39,143
Net Income
$212,792
Net Assets
$441,010
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $246,114
97.7%
Interest Revenue $0
Dividends $5,821
2.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,500
95.8%
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 $466,010
Total Liabilities $25,000
Net Assets $441,010
Compensation
Key Employees and Officers Compensation Other
Rebecca Kc Loree (President) $0 $0
James Loree (Vp) $0 $0
Susanna Kanther (Secretary) $0 $0

Document Links

990-PF
Filed on Aug. 8, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$30,291
Expenses
$16,850
Net Income
$13,441
Net Assets
$228,218
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $18,700
61.7%
Interest Revenue $0
Dividends $11,506
38.0%
Sales of Assets $85
0.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $15,000
89.0%
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 $243,218
Total Liabilities $15,000
Net Assets $228,218
Compensation
Key Employees and Officers Compensation Other
Rebecca Kc Loree (President) $0 $0
James Loree (Vp) $0 $0
Susanna Kanther (Secretary) $0 $0

Document Links

990-PF
Filed on Aug. 10, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$5,271
Expenses
$23,870
Net Income
-$18,599
Net Assets
$214,777
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,300
24.7%
Interest Revenue $0
Dividends $3,971
75.3%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $22,400
93.8%
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 $231,777
Total Liabilities $17,000
Net Assets $214,777
Compensation
Key Employees and Officers Compensation Other
Rebecca Kc Loree (President) $0 $0
James Loree (Vp) $0 $0
Susanna Kanther (Secretary) $0 $0

Document Links

990-PF
Filed on Sept. 3, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$154,801
Expenses
$9,000
Net Income
$145,801
Net Assets
$233,375
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $130,978
84.6%
Interest Revenue $0
Dividends $2,946
1.9%
Sales of Assets $20,877
13.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,500
83.3%
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 $233,376
Total Liabilities $1
Net Assets $233,375

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$3,730
Expenses
$7,865
Net Income
-$4,135
Net Assets
$87,575
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,270
34.0%
Interest Revenue $0
Dividends $2,460
66.0%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $7,500
95.4%
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 $90,093
Total Liabilities $2,518
Net Assets $87,575

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

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

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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