2025-10-29T10:09:01-05:00 2025-09-30 541149263 YOUNT HYDE & BARBOUR PC 1100 SUNSET LANE SUITE 1310 CULPEPER VA 22701 990PF 2024-10-01 541604839 THE JESSE AND ROSE LOEB FOUNDATION INC JESS 5404281960 P O BOX 803 WARRENTON VA 20188 TOM KIRK EXECUTIVE DIRECTOR 5404281960 2025-10-27 1 1 CHRIS PEARSON CPA P00547894 5408256050 2025-10-23 2024 2025-03-06 01:10:19Z X 9998252 X X 178 178 392175 392175 62737 3584721 62737 362 362 455452 455090 59124 0 59124 7291 0 7291 41567 37410 4157 13960 0 13960 14899 0 14899 7134 0 7134 143975 37410 106565 430000 430000 573975 37410 536565 -118523 417680 15198 19098 19098 345831 42060 42060 1518 3049 1518 1518 1050 1050 1050 4631153 4335924 5560788 3761063 4241978 4363746 8034 7962 72 72 72 7727 9920 9920 8765143 8651620 9998252 0 5000 0 5000 X 90000 90000 0 0 8675143 8556620 8765143 8646620 8765143 8651620 8765143 -118523 0 8646620 0 8646620 SOLD 30,936.397 SHARES OF DFA INTM GOVT FIXED INCOME P 2024-11-13 2024-11-14 337207 334586 2621 2621 SOLD 26,792.567 SHARES OF PGIM SHRT TRM CORP BND-Q P 2024-11-13 2024-11-14 284805 280868 3937 3937 SOLD 1,183 SHARES OF VANGUARD INT DIV APP INDX FD P 2024-12-13 2024-12-16 98145 87282 10863 10863 SOLD 2,074.426 SHARES OF DODGE & COX INCOME FUND P 2024-12-17 2024-12-18 26200 26014 186 186 SOLD 441.315 SHARES OF PGIM SHRT TRM CORP BND-Q P 2024-12-17 2024-12-18 4700 4625 75 75 SOLD 627.138 SHARES OF DOUBLELINE TTL RTRN BND-R6 P 2024-12-17 2024-12-18 5500 5412 88 88 SOLD 87 SHARES OF ISHARES 10-20 YEAR TREASURY BOND ETF P 2024-12-17 2024-12-18 8903 8839 64 64 SOLD 175 SHARES OF ISHARES CORE US AGGREGATE BOND ETF P 2024-12-17 2024-12-18 17161 17108 53 53 SOLD 777 SHARES OF VANGUARD MEGA CAP ETF P 2025-03-07 2025-03-10 161070 156391 4679 4679 SOLD 33.224 SHARES OF VANGUARD 500 INDEX FUND-ADM P 2025-03-27 2025-03-28 17448 17448 0 0 SOLD 83.423 SHARES OF VANGUARD RUSSELL 1000 GR-INS P 2025-03-27 2025-03-28 61106 68960 -7854 -7854 SOLD 464.029 SHARES OF LOOMIS SAYLES GROWTH-N2 P 2025-03-27 2025-03-28 12900 15262 -2362 -2362 SOLD 1,315.71 SHARES OF HARTFORD DVDND & GRWTH-F P 2025-03-27 2025-03-28 43800 46537 -2737 -2737 SOLD 265.506 SHARES OF DFA US SMALL CAP PORTFOLIO P 2025-03-27 2025-03-28 12200 13514 -1314 -1314 SOLD 552.942 SHARES OF GOLDMAN SACHS GQP PRT INTL-R6 P 2025-03-27 2025-03-28 11750 11440 310 310 SOLD 484.542 SHARES OF DFA INTERNATIONAL CORE EQUITY 2 P 2025-03-27 2025-03-28 8150 7888 262 262 SOLD 133 SHARES OF VANGUARD INT DIV APP INDX FD P 2025-03-27 2025-03-28 11181 11017 164 164 SOLD 127 SHARES OF ISHARES RUSSELL MIDCAP ETF P 2025-03-27 2025-03-28 11025 11742 -717 -717 SOLD 36 SHARES OF NEBIUS GROUP NV P 2025-03-27 2025-03-28 895 1009 -114 -114 SOLD 56 SHARES OF INVESCO S&P 500 EQUAL WEIGHT ETF P 2025-03-27 2025-03-28 9819 9823 -4 -4 SOLD 29 SHARES OF VANGUARD MEGA CAP ETF P 2025-03-27 2025-03-28 5977 4710 1267 1267 SOLD 1,626 SHARES OF ISHARES RUSSELL MIDCAP ETF P 2025-04-23 2025-04-24 133769 137947 -4178 -4178 SOLD 1,348.222 SHARES OF VANGUARD RUSSELL 1000 GR-INS P 2025-04-25 2025-04-28 973915 931519 42396 42396 SOLD 727 SHARES OF INVESCO S&P 500 EQUAL WEIGHT ETF P 2025-06-25 2025-06-26 130074 127750 2324 2324 SOLD 34,151.82 SHARES OF HARTFORD DVDND & GRWTH-F P 2025-08-18 2025-08-19 1197021 1184293 12728 12728 P 0 0 62737 5806 0 5806 0 5806 9920 0 0 0 9920 0 4114 4114 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 WWW.LOEBFOUNDATION.ORG THOMAS H KIRK 5404281960 P O BOX 803 WARRENTON VA 20188 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 THOMAS H KIRK P O BOX 803 WARRENTON VA 20188 EXECUTIVE DIRECTOR 8.00 49524 0 0 DONALD R YOWELL P O BOX 803 WARRENTON VA 20188 DIRECTOR 0.25 1600 0 0 G WAYNE EASTHAM P O BOX 803 WARRENTON VA 20188 DIRECTOR 0.25 1600 0 0 RICHARD MONOHAN P O BOX 803 WARRENTON VA 20188 DIRECTOR 0.25 2000 0 0 SARAH YAKEL P O BOX 803 WARRENTON VA 20188 DIRECTOR 0.25 1600 0 0 JACKIE CORAM P O BOX 803 WARRENTON VA 20188 DIRECTOR 0.25 1600 0 0 LISA HICKLIN P O BOX 803 WARRENTON VA 20188 DIRECTOR 0.25 1200 0 0 NONE 0 NONE 0 THE FOUNDATION BOARD REVIEWS DOZENS OF EXEMPT ORGANIZATION APPLICATIONS IN THE FAUQUIER COUNTY, VIRGINIA REGION AND ANNUALLY AWARDS GRANTS BASED ON CAPITAL NEEDS. 365000 THROUGH ITS APPLICATION PROCESS THE BOARD'S SECOND LARGEST ACTIVITY IS TO AWARD SCHOLARSHIPS TO COLLEGE BOUND STUDENTS FROM THE AREA. 65000 NONE 0 0 0 9439155 318815 0 9757970 0 0 9757970 146370 9611600 480580 480580 5806 5806 474774 0 474774 0 474774 536565 0 536565 474774 0 0 85105 49510 85703 134520 65034 419872 536565 0 0 0 474774 61791 0 0 481663 0 0 0 0 0 0 85105 396558 49510 85703 134520 65034 61791 THOMAS H KIRK P O BOX 803 WARRENTON VA 20188 5404281960 FORMAL APPLICATION MUST BE SUBMITTED AND IS AVAILABLE FROM BB&T BY WRITTEN REQUEST. FINANCIAL STATEMENTS, IRS DETERMINATION LETTER, AND BUDGETS ARE REQUIRED IN ADDITION TO DESCRIPTIONS OF PROJECT TO BE FUNDED. SCHOLARSHIP APPLICATIONS ARE ALSO AVAILABLE. RELEASE OF TRANSCRIPTS AND COLLEGE BOARD/ACT SCORES IS REQUIRED. COMMUNITY GRANT APPLICATIONS ACCEPTED AT ALL TIMES. SCHOLARSHIP APPLICATIONS ARE DUE BY MID-APRIL OF PROJECT FUNDING MAY COVER UP TO THREE YEARS WITH ANNUAL DISBURSEMENTS. GENERALLY, GRANTS ARE AWARDED FOR PROJECTS WHICH WILL BENEFIT A COMMUNITY AS A WHOLE. SCHOLARSHIP APPLICATIONS ARE AVAILABLE TO STUDENT GRADUATES OF LIBERTY HIGH SCHOOL IN FAUQUIER COUNTY, VIRGINIA WHO ARE PURSUING HIGHER EDUCATION IN THE STATE OF VIRGINIA. ALYSSA KATE JULATON 7314 REESE COURT MIDLAND VA 20186 NONE COLLEGE SCHOLARSHIP - BRIGHAM YOUNG UNIVERSITY 5000 ALYSSA ROBSON 8589 OLD STILLHOUSE RD RIXEYVILLE VA 22737 NONE COLLEGE SCHOLARSHIP - UVA 5000 ASHANDRA ASAMOAH 12221 RIVERTON COURT REMINGTON VA 22734 NONE COLLEGE SCHOLARSHIP - UVA 5000 FOOTHILL HOUSING CORPORATION 47 GARRETT ST SUITE 205 WARRENTON VA 20186 NONE PUBLIC CHARITY DONATION 20000 KAYLA MOYER 10758 BLAKE LANE BEALTON VA 22712 NONE COLLEGE SCHOLARSHIP - NORTHERN VA COMMUNITY COLLEGE 5000 KIRSTEN JOHANNESEN 6774 GRAYS MILL RD WARRENTON VA 20187 NONE COLLEGE SCHOLARSHIP - LONGWOOD UNIVERSITY 5000 KYLE VITAYANUVATTI 10414 SKYLINE AVENUE MIDLAND VA 22728 NONE COLLEGE SCHOLARSHIP - UVA 5000 LEGUEJOU AWUNGANY 313 EAST ST WARRENTON VA 20187 NONE COLLEGE SCHOLARSHIP - V. TECH 5000 LINTON HALL SCHOOL 9535 LINTON HALL RD BRISTOW VA 20136 NONE PUBLIC CHARITY DONATION 12500 MARIA GAYTAN 7122 LAKE DRIVE WARRENTON VA 20187 NONE COLLEGE SCHOLARSHIP - UVA 5000 RAEID EBRAHIM 32 BLUE RIDGE ST WARRENTON VA 20186 NONE COLLEGE SCHOLARSHIP - UVA 5000 RAINBOW THERAPEUTIC RIDING SCHOOL PO BOX 479 HAYMARKET VA 20168 NONE PUBLIC CHARITY DONATION 6000 RAPP CENTER FOR EDUCATION 12018 LEE HWY SPERRYVILLE VA 22740 NONE PUBLIC CHARITY DONATION 18000 SEVEN LOAVES SERVICES INC 15 W WSINGTON STREET MIDDLEBURG VA 22737 NONE PUBLIC CHARITY DONATION 12000 THE WARRENTON MEETING PLACE PO BOX 3103 WARRENTON VA 20188 NONE PUBLIC CHARITY DONATION 30000 BIRMINGHAM GREEN ADULT CARE RESIDENCE 8605 CENTERVILLE RD MANASSAS VA 20110 NONE PUBLIC CHARITY DONATION 10000 CASTLETON COMMUNITY VFD 593 CASTLETON VIEW RD CASTLETON VA 22716 NONE PUBLIC CHARITY DONATION 40000 COMMUNITY TOUCH 10499 JERICO RD BEALETON VA 22712 NONE PUBLIC CHARITY DONATION 35000 FAUQUIER FISH PO BOX 89 WARRENTON VA 20188 NONE PUBLIC CHARITY DONATION 42000 GEORGE WASHINGTON CARVER AGRICULTURE RESEARCH CENTER 9432 JAMES MADISON HIGHWAY SUITE 106 RAPIDAN VA 22733 NONE PUBLIC CHARITY DONATION 25000 HOSPICE OF THE PIEDMONT 675 PETER JEFFERSON PARKWAY SUITE 300 CHARLOTTESVILLE VA 22911 NONE PUBLIC CHARITY DONATION 10000 PARAGON PHILHARMONIA 3427 AUSTIN CT ALEXANDRIA VA 22310 NONE PUBLIC CHARITY DONATION 1500 SPIRITUAL CARE SUPPORT MINISTRIES 7179 NEW HOPE LANE WARRENTON VA 20187 NONE PUBLIC CHARITY DONATION 5000 THE FAUQUIER FREE CLINIC 35 ROCK POINTE LANE WARRENTON VA 20186 NONE PUBLIC CHARITY DONATION 43000 VIRGINIA PIEDMONT HERITAGE ASSOCIATION PO BOX 1497 MIDDLEBURG VA 20118 NONE PUBLIC CHARITY DONATION 5000 VERDUN ADVENTURE BOUND 14044 ADVENTURE BOUND TRAIL RIXEYVILLE VA 22737 NONE PUBLIC CHARITY DONATION 20000 WARRENTON VOLUNTEER FIRE COMPANY 167 SHIRLEY AVE WARRENTON VA 20186 NONE PUBLIC CHARITY DONATION 30000 SHEREE SAAD 10785 REYNARD FOX LANE BEALETON VA 22712 NONE COLLEGE SCHOLARSHIP - UVA 5000 CAELAN ELAINE WRIGHT 249 PINE RIDGE DRIVE FRONT ROYAL VA 22630 NONE COLLEGE SCHOLARSHIP - UNC WILMINGTON 5000 ANTHONY GARCIA RANGEL 4512 FIELDSTONE CT MARSHALL VA 20115 NONE COLLEGE SCHOLARSHIP - UVA 5000 RACHEL SINGLETON 3962 RECTORTOWN ROAD MARSHALL VA 20115 NONE COLLEGE SCHOLARSHIP - SHENANDOAH UNIVERSITY 5000 430000 0 14 178 14 392175 18 62737 362 0 455090 362 455452 11A MISCELLANEOUS INCOME FROM TRUST ACCOUNT ACTIVITY FOR THE YEAR 0 0 0 0 0 0 0 0 0 0 ACCOUNTANT FEES 7291 0 7291 NONE 0 BB&T ACCT #1852000977 4241978 4363746 BB&T ACCT #1852000977 4335924 5560788 DELL COMPUTER 1337 1337 0 OFFICE FURNITURE 4254 4254 0 COMPUTER 1202 1202 0 COMPUTER 1241 1169 72 PREPAID EXCISE TAX 7727 9920 9920 TELEPHONE 2320 0 2320 POSTAGE 270 0 270 INSURANCE 2065 0 2065 WEBSITE 1592 0 1592 OFFICE SUPPLIES & EXPENSES 513 0 513 PAYROLL PROCESSING FEE 211 0 211 BANK CHARGES 56 0 56 MISCELLANEOUS 107 0 107 GRANTS OWED 0 5000 TRUSTEE FEES 41567 37410 4157 PAYROLL TAXES 4074 0 4074 PRIOR YEARS EXCISE TAX 9886 0 9886