Civic Intelligence

The Loeber Family Foundation

EIN 13-4092729 • Wenham, MA

15 Pleasant StreetWenham, MA 01984
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

$1M-$5M nonprofits • Source year 2024

Net Margin

75th percentile

26%

Higher net margin than 75% of similar nonprofits.

$1M-$5M nonprofits • Source year 2024

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Asset Growth

47th percentile

2.0%

Faster asset growth than 47% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

17th percentile

-18%

Faster revenue growth than 17% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Using 2024 Form 990PF data because the latest 2025 filing does not report standard financial totals.

Assets

Up

$2,440,626

Up $47,828 (+2.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,440,626

Up $47,828 (+2.0%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin75th percentile

Revenue

Down

$184,996

Down $40,328 (-18%) from 2023

Expenses

Up

$137,168

Up $7,733 (+6.0%) from 2023

Net Income

Down

$47,828

Down $48,061 (-50%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth47th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0Assets 2011: $2,704,090Liabilities 2011: $02011Assets 2012: $2,802,456Liabilities 2012: $02012Assets 2013: $2,893,989Liabilities 2013: $02013Assets 2014: $2,934,507Liabilities 2014: $02014Assets 2015: $2,976,559Liabilities 2015: $02015Assets 2019: $2,179,667Liabilities 2019: $02019Assets 2020: $2,160,604Liabilities 2020: $0Net Assets 2020: $2,160,6042020Assets 2021: $2,390,922Liabilities 2021: $0Net Assets 2021: $2,390,9222021Assets 2022: $2,296,909Liabilities 2022: $0Net Assets 2022: $2,296,9092022Assets 2023: $2,392,798Liabilities 2023: $0Net Assets 2023: $2,392,7982023Assets 2024: $2,440,626Liabilities 2024: $0Net Assets 2024: $2,440,6262024

Latest loaded filing

2024

Assets$2,440,626
Liabilities$0
Net Assets$2,440,626
Open 2024 Filing

Operations Trend

Revenue Growth17th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200KRevenue 2011: $576,746Expenses 2011: $110,573Net Income 2011: $466,1732011Revenue 2012: $219,795Expenses 2012: $154,879Net Income 2012: $64,9162012Revenue 2013: $197,523Expenses 2013: $104,798Net Income 2013: $92,7252013Revenue 2014: $153,055Expenses 2014: $112,678Net Income 2014: $40,3772014Revenue 2015: $171,896Expenses 2015: $128,737Net Income 2015: $43,1592015Revenue 2019: $100,033Expenses 2019: $122,293Net Income 2019: -$22,2602019Revenue 2020: $201,365Expenses 2020: $136,732Net Income 2020: $64,6332020Revenue 2021: $352,322Expenses 2021: $122,004Net Income 2021: $230,3182021Revenue 2022: $152,426Expenses 2022: $159,217Net Income 2022: -$6,7912022Revenue 2023: $225,324Expenses 2023: $129,435Net Income 2023: $95,8892023Revenue 2024: $184,996Expenses 2024: $137,168Net Income 2024: $47,8282024

Latest loaded filing

2024

Revenue$184,996
Expenses$137,168
Net Income$47,828
Open 2024 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.18$0.14$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.23$0.13$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.15$0.16$0.01
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.35$0.12$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.16$0.00$2.16$0.20$0.14$0.06
2019Summary only. Only limited summary data is available for this year.$2.18$0.00$0.10$0.12$0.02
2015Summary only. Only limited summary data is available for this year.$2.98$0.00$0.17$0.13$0.04
2014Summary only. Only limited summary data is available for this year.$2.93$0.00$0.15$0.11$0.04
2013Summary only. Only limited summary data is available for this year.$2.89$0.00$0.20$0.10$0.09
2012Summary only. Only limited summary data is available for this year.$2.80$0.00$0.22$0.15$0.06
2011Summary only. Only limited summary data is available for this year.$2.70$0.00$0.58$0.11$0.47
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Dec 1, 2024 to Nov 30, 2025
Signed
Mar 4, 2026
Return Version
2024v5.5
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAN LOEBERTrustee-$0--
ANN KRISTIN LOEBERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGLOBAL MEDICAL RELIEF FUNDGENERAL DONATION-UNRESTRICTEDPUBLIC CHARITYSTATEN ISLAND, NY, US$65,000
Paid GrantGLOBAL ROOTSGENERAL DONATION-UNRESTRICTEDPUBLIC CHARITYLAKE FOREST PARK, WA, US$24,000
Paid GrantMASS SOLDIERS LEGACYGENERAL DONATION-UNRESTRICTEDPUBLIC CHARITYMARLBOROUGH, MA, US$20,000
Paid GrantCHILDREN OF HEROES OF UKRAINEGENERAL DONATION-UNRESTRICTEDPUBLIC CHARITYDENVER, CO, US$10,000
Paid GrantTANZNIAN CHILDREN'S FUNDGENERAL DONATION-UNRESTRICTEDPUBLIC CHARITYCAMBRIDGE, MA, US$10,000
Paid GrantPATHWAYS FOR CHILDREN INCGENERAL DONATION-UNRESTRICTEDPUBLIC CHARITYGLOUCESTER, MA, US$5,000
Filing and Contact Details

Filer

Filer Name
The Loeber Family Foundation
EIN
13-4092729
Phone
6038821111
Address
15 PLEASANT STREET, WENHAM, MA 01984

Signing Officer

Name
Jan Loeber
Title
Trustee
Phone
6038821111
Signed
2026-03-04
Discuss with paid preparer
Yes

Preparer

Firm
Leone Mcdonnell & Roberts Pa
Address
273 LOCUST STREET SUITE 207, DOVER, NH 03820
Preparer
Peter Ventura CPA
Phone
6037492700
Raw XML Appendix333 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0600
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt00
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0600
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0UBS - CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt033517
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt030178
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01469629
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01598777
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0UBS - EQUITIES
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt0646214
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0UBS - OTHER INVESTMENTS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0946919
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0122169
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0112858
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0235027
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0235027
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0600
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0112858
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0134000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0134000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0122169
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0122169
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt089219
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01729739
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0112858
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0229243
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05184
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05184
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06024
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0134000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05784
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0145808
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0235027
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0235027
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05784
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt011808
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01616881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0112858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0112858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01729739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0UBS SECURITIES
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0112858
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt089219
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0125506
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02529845
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02440626
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02404339
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0122262
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0122262
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0122262
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0125448
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt03186
IRS990PF/DistributableAmountGrp/TotalTaxAmt03186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt02480
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt03186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt03186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt03186
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0706
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt02480
IRS990PF/FMVAssetsEOYAmt02830853
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt02073382
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt02073382
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt033517
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt033517
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt030178
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0251769
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01469629
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01598777
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01735299
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0646214
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0946919
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0367244
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0330957
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0420040
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0254979
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0254979
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02440626
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02404339
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02830853
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02440626
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02404339
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02440626
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02404339
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02547166
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0337510
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02209656
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt038207
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0125448
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02508959
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02547166
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAN LOEBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1ANN KRISTIN LOEBER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07333 SCOTLAND WAY APARMENT 2212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17333 SCOTLAND WAY APARMENT 2212
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SARASOTA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd034238
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd134238
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0134000
IRS990PF/PFQualifyingDistributionsGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0134000
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt015 PLEASANT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WENHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd001984
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06038821111
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0JAN LOEBER
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1ANN KRISTIN LOEBER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt224000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt320000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL DONATION-UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL DONATION-UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL DONATION-UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL DONATION-UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL DONATION-UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL DONATION-UNRESTRICTED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CHILDREN OF HEROES OF UKRAINE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1GLOBAL MEDICAL RELIEF FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GLOBAL ROOTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3MASS SOLDIERS LEGACY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PATHWAYS FOR CHILDREN INC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5TANZNIAN CHILDREN'S FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0514 N WASHINGTON STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1112 MACFARLAND AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23515 NE 158TH PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3225 CEDAR HILL STREET SUITE 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt429 EMERSON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt52 GARDEN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DENVER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2LAKE FOREST PARK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MARLBOROUGH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4GLOUCESTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CAMBRIDGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2WA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5MA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd080203
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd298155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd301752
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd401930
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd502138
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0134000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0122262
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0122262
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt08429
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012591
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt011575
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt017388
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt017388
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt044333
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt011738
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt08429
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt012591
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt011575
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0134000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt011738
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt061721
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt049983
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0125506
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0OTHER ADJUSTMENTS TO ACTUAL COST BASIS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05184
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05184
TaxesSchedule/TaxesDetail/Amt06024
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JAN LOEBER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06038821111
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LOEBER FAMILY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LOEB
ReturnHeader/Filer/EIN0134092729
ReturnHeader/Filer/PhoneNum06038821111
ReturnHeader/Filer/USAddress/AddressLine1Txt015 PLEASANT STREET
ReturnHeader/Filer/USAddress/CityNm0WENHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd001984
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0020417217
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEONE MCDONNELL & ROBERTS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0273 LOCUST STREET SUITE 207
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DOVER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd003820
ReturnHeader/PreparerPersonGrp/PhoneNum06037492700
ReturnHeader/PreparerPersonGrp/PreparationDt02026-03-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0PETER VENTURA CPA
ReturnHeader/ReturnTs02026-03-04T10:40:25-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-12-01
ReturnHeader/TaxPeriodEndDt02025-11-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.