Nonprofit · EIN 31-6225986
LOEB FOUNDATION
Also known as LEBANON CITIZENS NATIONAL BANK TTEE
Tax-exempt · LEBANON, OH 45036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $312,131 | $464,908 | -$152,777 | $4,415,878 | $0 | $4,415,878 |
| September 30, 2024 | 990-PF | $579,718 | $382,444 | $197,274 | $4,568,655 | $0 | $4,568,655 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $200,882
- Net gain from sales of assets
- $111,249
Expenses
- Grants and similar amounts paid
- $348,817
- Compensation of officers, directors and key employees
- $64,536
- Disbursements for charitable purposes
- $348,817
- Excise tax on investment income
- $2,725
Balance sheet and other
- Total assets, start of year
- $4,568,655
- Total assets, end of year
- $4,415,878
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,415,878
- Fair market value of assets
- $6,807,536
- Qualifying distributions
- $348,817
- Net investment income
- $312,131
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNARD WRIGHT JR 2 NORTH BROADWAY, LEBANON, OH 45036 | TRUSTEE | 4 | $33,600 |
| LCNB NATIONAL BANK 2 NORTH BROADWAY, LEBANON, OH 45036 | TRUSTEE | 4 | $30,936 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BERNARD WRIGHT JR PO BOX 59, LEBANON, OH 45036 | TRUSTEE | 4 | $33,600 |
| LCNB NATIONAL BANK PO BOX 59, LEBANON, OH 45036 | TRUSTEE | 4 | $29,849 |
| MICHAEL FOLEY PO BOX 59, LEBANON, OH 45036 | TRUSTEE | 4 | $5,600 |
Address and contacts
- Address (IRS master file)
- PO BOX 59, LEBANON, OH 45036-0059
- In care of
- % JACQUELINE MANLEY
- Signed the 990-PF
- JACQUELINE A MANLEY, SVP
- Phone
- (513) 932-1414
- Return prepared by
- LCNB NATIONAL BANK
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 31-6225986
- 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
- 1993
- Accounting year ends
- September
- Files
- Form 990-PF
- Assets (IRS master file)
- $4,415,878
- Income (IRS master file)
- $312,131
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $312,131 | $464,908 | $4,415,878 | IRS |
| 990-PF | September 2024 | $579,718 | $382,444 | $4,568,655 | XML |
| 990-PF | September 2023 | – | – | – | IRS |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | 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 31-6225986).
Questions about LOEB FOUNDATION
- What is the EIN of LOEB FOUNDATION?
- The employer identification number (EIN) of LOEB FOUNDATION is 31-6225986.
- Is LOEB FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
- Are donations to LOEB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOEB FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOEB FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOEB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of LOEB FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 2 received compensation from the organization, the highest $33,600 (BERNARD WRIGHT JR, TRUSTEE).
- How much revenue does LOEB FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $312,131, expenses of $464,908 and total assets of $4,415,878 at year end.
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