Jim And Rebecca Loree Foundation Inc | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Jim And Rebecca Loree Foundation Inc. Data shown is extracted from Form 990-PF filings.

EIN: 26-3986869

Foundation Overview

Based in Farmington, CT, Jim And Rebecca Loree Foundation Inc has awarded 33 grants totaling $1,240,261 to organizations in New York, Connecticut and 3 other states across the US. Individual grants range from $1,000 to $225,076, with a median award of $10,000.

Latest Tax Year
2024
Total Giving (all years)
$1,240,261
Total Assets
$1,367,655
Median Grant (all grants)
$10,000

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$57,500
% Median Grant Growth
+1017% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: February 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

2 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
Connecticut

55% of grants are awarded in Connecticut, with additional funding distributed across 4 other locations. The foundation balances regional focus with broader geographic diversity. Within Connecticut, funding concentrates in Hartford (67%), West Hartford (22%), Mystic (11%).

Funding Trajectory
+67%

Strong 67% growth in annual giving over 8 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into Jim And Rebecca Loree Foundation Inc's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Union College $100,000 Schenectady, NY, US General Charitable Purpose 2024
Renbrook School $100,000 West Hartford, CT, US General Charitable Purpose 2024
Big Brothers Big Sisters Of Ct $15,000 Hartford, CT, US General Charitable Purpose 2024
The Bushnell Center For The Performing Arts $5,000 Hartford, CT, US General Charitable Purpose 2024
Renbrook School $100,000 West Hartford, CT, US General Charitable Purpose 2023
Mystic Aquarium $1,000 Mystic, CT, US General Charitable Purpose 2023
The Trustees Of Union College $50,000 Schenectady, NY, US General Charitable Purpose 2023
The Bushnell Center For Performing Arts $5,150 Hartford, CT, US General Charitable Purpose 2023
Hartford Symphony $5,150 Hartford, CT, US General Charitable Purpose 2023
Washington College $37,925 Chestertown, MD, US General Charitable Purpose 2023
Lake Sunapee Preservation $5,000 Sunapee, NH, US General Charitable Purpose 2023
Renbrook School $100,000 West Hartford, CT, US General Charitable Purpose 2023
Mystic Aquarium $1,000 Mystic, CT, US General Charitable Purpose 2023
The Trustees Of Union College $50,000 Schenectady, NY, US General Charitable Purpose 2023
The Bushnell Center For Performing Arts $5,150 Hartford, CT, US General Charitable Purpose 2023
Hartford Symphony $5,150 Hartford, CT, US General Charitable Purpose 2023
Washington College $37,925 Chestertown, MD, US General Charitable Purpose 2023
Lake Sunapee Preservation $5,000 Sunapee, NH, US General Charitable Purpose 2023
Washington College $5,125 Chestertown, MD, US General Charitable Purpose 2022
The Bushnell Performing Arts Center $5,150 Hartford, CT, US General Charitable Purpose 2022
Washington College $5,125 Chestertown, MD, US General Charitable Purpose 2022
The Bushnell Performing Arts Center $5,150 Hartford, CT, US General Charitable Purpose 2022
Washington College $5,125 Chestertown, MD, US General Charitable Purpose 2022
The Bushnell Performing Arts Center $5,150 Hartford, CT, US General Charitable Purpose 2022
See Attached $225,076 New York, NY, US General Charitable Purposes 2021
Renbrook School $146,647 West Hartford, CT, US General Charitable Purposes 2021
See Attached $77,300 New York, NY, US General Charitable Purposes 2020
Grace Academy $10,000 Hartford, CT, US General And Charitable 2016
Hartford Synphony $10,000 Hartford, CT, US General And Charitable 2016
Washington College $50,963 Chestertown, MD, US General And Charitable 2016
The Bushnell $10,000 Hartford, CT, US General And Charitable 2016
Union College $50,000 Schenectady, NY, US General And Charitable 2016
Community First Foundation $1,000 Arvada, CO, US General And Chartiable 2016

Foundations Similar to Jim And Rebecca Loree Foundation Inc

Discover 5 foundations with comparable assets ($1,311,510-$1,389,616), similar grant patterns, and geographic focus in CT that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 46-4822368 | 34 grants awarded
$1,360,046
(≈ Similar)
$12,000
median grant
Madison, CT
Same state
100%
Excellent match

EIN: 13-7097866 | 178 grants awarded
$1,389,616
(≈ Similar)
$5,000
median grant
Greenwich, CT
Same state
99%
Excellent match

EIN: 26-6621895 | 36 grants awarded
$1,333,369
(≈ Similar)
$10,498
median grant
Ansonia, CT
Same state
99%
Excellent match

EIN: 45-4020400 | 36 grants awarded
$1,330,331
(≈ Similar)
$15,000
median grant
Westport, CT
Same state
99%
Excellent match

EIN: 06-6035481 | 76 grants awarded
$1,311,510
(≈ Similar)
$12,000
median grant
Shelton, CT
Same state
98%
Excellent match

Contact Information

Official contact details for Jim And Rebecca Loree Foundation Inc as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 26-3986869
Website https://loreefoundation.org
Address 188 GARDEN STREET Farmington, CT 06032-0000

Key People (3)

Board members, trustees, and key staff who oversee Jim And Rebecca Loree Foundation Inc's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President James Loree
Vice President Rebecca Kc Loree
Secretary Susanna Kanther

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for Jim And Rebecca Loree Foundation Inc is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated February 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.