Funder DirectoryJIM AND REBECCA LOREE FOUNDATION INC
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Private foundation (trust)EIN 263986869Est. 2010-04

JIM AND REBECCA LOREE FOUNDATION INC

FARMINGTON, CT 06032

Total Assets

$1.4M

FY 2024

Annual Giving

$220K

FY 2024

Grants Made

4

FY 2024

Avg Grant

$55K

FY 2024

Grant Range

$5K–$100K

Typical

Deadlines

Applications

Programs & Activities

Program 1

Please note, the foundation is not involved in any direct charitable activities. Its primary purpose is to support, by contributions, other charitable organizations exempt under internal revenue code section 501(c)(3).

Focus Areas

Education

Financial Snapshot

2024 filing

Total Revenue

$74K

Total Expenses

$233K

Qualifying Distributions

$233K

Distributable Amount

$71K

Min. Investment Return

$72K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

4 grants

Grant sizes from minimum $5K through median $58K to maximum $100K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $220K in 2024. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

14 grants

Recipient names are missing from the available filing data for some grants.

RENBROOK SCHOOL
$200K
2 grants
UNION COLLEGE
$100K
1 grant
THE TRUSTEES OF UNION COLLEGE
$50K
1 grant
WASHINGTON COLLEGE
$43K
2 grants
BIG BROTHERS BIG SISTERS OF CT
$15K
1 grant
THE BUSHNELL CENTER FOR PERFORMING ARTS
$5K
1 grant
HARTFORD SYMPHONY
$5K
1 grant
THE BUSHNELL PERFORMING ARTS CENTER
$5K
1 grant

Grant Size Distribution

14 grants

<$10K
7
grants
$10–50K
3
grants
$50–250K
4
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

4 states

Connecticut
$236K
46% of total
New York
$227K
44% of total
Maryland
$43K
8% of total
New Hampshire
$5K
1% of total

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JIM AND REBECCA LOREE FOUNDATION INC — Grants, Financials & Contact | Grantivo