Bernard W & Bernadette Loeb Charitable Foundation
- Assets
- $381.9k
- Revenue
- $16.3k
- Investments
- $370.7k
- Employees
- 0
- Location
- Lecanto, FL
- Founding
- 03/1992
- Data as of
- 12/2022
- EIN
- 23-2641004
Organization Overview
Bernard W & Bernadette Loeb Charitable Foundation is located in Lecanto, FL. The organization was established in 1992. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bernard W & Bernadette Loeb Charitable Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Bernard W & Bernadette Loeb Charitable Foundation generated $16.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (6.4%) each year. All expenses for the organization totaled $37.1k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Bernard W & Bernadette Loeb Charitable Foundation has awarded 61 individual grants totaling $209,650. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Josephine A Szmuc President | 30 | $14,600 | |
Susan A Walker-Russo Vice President | 0 | $0 | |
Catherine Bowles Treasurer | 0 | $0 | |
Maria Zack Secretary | 0 | $0 | |
Thomas E Brown Officer | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $37 |
| Dividends & Interest | $5,523 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $10,785 |
| Capital Gain Net Income | $10,785 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $16,345 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $14,600 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $1,395 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $960 |
| Total operating and administrative expenses | $18,356 |
| Contributions, gifts, grants paid | $18,750 |
| Total expenses and disbursements | $37,106 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $11,206 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $381,865 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bernard W & Bernadette Loeb Charitable Foundation has awarded $18,750 in support to 9 organizations.
| Grant Recipient | Amount |
|---|---|
HOMELESS EMPOWERMENT PROGRAM PURPOSE: PROVIDE FRESH FOOD TO THE INDIGNANT | $4,000 |
GULF COAST HUMANE SOCIETY PURPOSE: PROVIDE VETERIANARY SERVICES AND SUCH TO ANIMALS | $1,000 |
THE FUND FOR WOMEN GIRLS PURPOSE: PROVIDE OPPORTUNITIES AND RESOURCES | $2,000 |
ROLLING HARVEST FOOD RESCUE PURPOSE: PROVIDE FRESH FOOD TO REDUCE FOOD INSECURITY | $5,000 |
SNIP COLLIER PURPOSE: REDUCE OVERPOPULATION AND MITAGATE NEEDLESS SUFFERING | $1,000 |
LITTLE SISTERS OF THE POOR HOLY FAM PURPOSE: INDIGNANT ELDERLY HOUSING | $5,000 |