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Nonprofit · EIN 26-3986869

JIM AND REBECCA LOREE FOUNDATION INC

Tax-exempt · FARMINGTON, CT 06032

Financials

$107K$205K2023$74K$233K2024$17K$100K2025
Revenue Expenses · by fiscal year end
Financials of JIM AND REBECCA LOREE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$17,190$100,302-$83,112$1,408,181$174,031$1,234,150
December 31, 2024990-PF$74,233$233,471-$159,238$1,317,262$0$1,317,262
December 31, 2023990-PF$107,358$205,400-$98,042$1,476,500$0$1,476,500
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$17,190

Expenses

Grants and similar amounts paid
$100,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$100,102
Excise tax on investment income
$236

Balance sheet and other

Total assets, start of year
$1,317,262
Total assets, end of year
$1,408,181
Total liabilities, end of year
$174,031
Net assets, end of year
$1,234,150
Fair market value of assets
$1,675,792
Qualifying distributions
$100,102
Net investment income
$17,190

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JAMES LOREE
188 GARDEN STREET, FARMINGTON, CT 06032
TREASURER1$0
REBECCA KC LOREE
188 GARDEN STREET, FARMINGTON, CT 06032
VICE PRESIDENT1$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
JAMES LOREE
188 GARDEN STREET, FARMINGTON, CT 06032
PRESIDENT1$0
REBECCA KC LOREE
188 GARDEN STREET, FARMINGTON, CT 06032
VICE PRESIDENT1$0
SUSANNA KANTHER
188 GARDEN STREET, FARMINGTON, CT 06032
SECRETARY1$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
REBECCA KC LOREE
188 GARDEN STREET, FARMINGTON, CT 06032
PRESIDENT1$0
JAMES LOREE
188 GARDEN STREET, FARMINGTON, CT 06032
VICE PRESIDENT1$0
SUSANNA KANTHER
188 GARDEN STREET, FARMINGTON, CT 06032
SECRETARY1$0

Address and contacts

Address (IRS master file)
188 GARDEN ST, FARMINGTON, CT 06032-2208
In care of
% THE AYCO COMPANY - NTG
Signed the 990-PF
JAMES LOREE, TREASURER
Phone
(860) 983-9509
Return prepared by
WHITTLESEY PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
26-3986869
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2010
Accounting year ends
December
Files
Form 990-PF
Category (NTEE)
Education (B82)
Assets (IRS master file)
$1,408,181
Income (IRS master file)
$17,190

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$17,190$100,302$1,408,181IRS
990-PFDecember 2024$74,233$233,471$1,317,262XML
990-PFDecember 2023$107,358$205,400$1,476,500XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 26-3986869).

Questions about JIM AND REBECCA LOREE FOUNDATION INC

What is the EIN of JIM AND REBECCA LOREE FOUNDATION INC?
The employer identification number (EIN) of JIM AND REBECCA LOREE FOUNDATION INC is 26-3986869.
Is JIM AND REBECCA LOREE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to JIM AND REBECCA LOREE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JIM AND REBECCA LOREE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JIM AND REBECCA LOREE FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JIM AND REBECCA LOREE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of JIM AND REBECCA LOREE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does JIM AND REBECCA LOREE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $17,190, expenses of $100,302 and total assets of $1,408,181 at year end.

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