Civic Intelligence

Jim and Rebecca Loree Foundation Inc.

990PF • Fiscal year 2011 • EIN 26-3986869

Jan 01, 2011 to Dec 31, 2011 • Filed on Aug 08, 2012

Organization Profile
188 Garden Street06032
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

70th percentile

0.03x

Higher debt load relative to assets than 70% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

2011 filings • <$500k nonprofits • Source year 2011

Asset Growth

42nd percentile

-3.3%

Faster asset growth than 42% of similar nonprofits.

2011 filings • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets70th percentile

Assets

Down

$90,093

Down $3,117 (-3.3%) from 2010

Net Assets

Down

$87,575

Down $4,135 (-4.5%) from 2010

Liabilities

Up

$2,518

Up $1,018 (+68%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$7,865

Up $2,575 (+49%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$2.0M$1.5M$1.0M$500K$0Assets 2010: $93,210Liabilities 2010: $1,500Net Assets 2010: $91,7102010Assets 2011: $90,093Liabilities 2011: $2,518Net Assets 2011: $87,5752011Assets 2012: $233,376Liabilities 2012: $0Net Assets 2012: $233,3762012Assets 2013: $231,777Liabilities 2013: $17,000Net Assets 2013: $214,7772013Assets 2014: $243,218Liabilities 2014: $15,000Net Assets 2014: $228,2182014Assets 2015: $466,010Liabilities 2015: $25,000Net Assets 2015: $441,0102015Assets 2016: $1,462,611Liabilities 2016: $107,188Net Assets 2016: $1,355,4232016Assets 2019: $1,633,836Liabilities 2019: $0Net Assets 2019: $1,633,8372019Assets 2020: $1,607,846Liabilities 2020: $0Net Assets 2020: $1,607,8462020Assets 2021: $1,455,212Liabilities 2021: $0Net Assets 2021: $1,455,2122021Assets 2022: $1,574,542Liabilities 2022: $0Net Assets 2022: $1,574,5422022Assets 2023: $1,476,500Liabilities 2023: $0Net Assets 2023: $1,476,5002023Assets 2024: $1,317,262Liabilities 2024: $0Net Assets 2024: $1,317,2622024

Highlighted filing

2011

Assets$90,093
Liabilities$2,518
Net Assets$87,575
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0-$500KExpenses 2010: $5,2902010Expenses 2011: $7,8652011Expenses 2012: $9,0002012Revenue 2013: $5,271Expenses 2013: $23,870Net Income 2013: -$18,5992013Revenue 2014: $30,291Expenses 2014: $16,850Net Income 2014: $13,4412014Revenue 2015: $251,935Expenses 2015: $39,143Net Income 2015: $212,7922015Revenue 2016: $1,048,120Expenses 2016: $133,707Net Income 2016: $914,4132016Revenue 2019: $579,327Expenses 2019: $6,850Net Income 2019: $572,4772019Revenue 2020: $53,233Expenses 2020: $79,224Net Income 2020: -$25,9912020Revenue 2021: $158,050Expenses 2021: $372,598Net Income 2021: -$214,5482021Revenue 2022: $64,615Expenses 2022: $12,785Net Income 2022: $51,8302022Revenue 2023: $107,358Expenses 2023: $205,400Net Income 2023: -$98,0422023Revenue 2024: $74,233Expenses 2024: $233,471Net Income 2024: -$159,2382024

Highlighted filing

2011

Revenue-
Expenses$7,865
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Aug 8, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA KC LOREEPresident-$0--
JAMES LOREEVP-$0--
SUSANNA KANTHERSecretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantTHE BUSHNELL CENTER FOR THEGENERAL AND CHARITABLEPUBLICHARTFORD, CT, US$7,500
Filing and Contact Details

Filer

EIN
26-3986869
Raw XML Appendix231 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
CompensationExplanation/Compensation/PersonName0REBECCA KC LOREE
CompensationExplanation/Compensation/PersonName1JAMES LOREE
CompensationExplanation/Compensation/PersonName2SUSANNA KANTHER
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue084015
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV0101400
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0STANLEY WORKS COMMON STOCK
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/BusinessCode0900001
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/UnrelatedBusinessIncomeAmount02460
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount02460
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA02460
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome02310
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps07500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss07500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriReceivedRevAndExpnss01270
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm02460
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss02460
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-4135
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnss018
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss0297
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss050
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome02460
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps07500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss07865
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses03730
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss0365
IRS990PF/BalanceSheets/CapitalStockBOY091710
IRS990PF/BalanceSheets/CashBOY09195
IRS990PF/BalanceSheets/CashEOY03768
IRS990PF/BalanceSheets/CashEOYFMV03768
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY084015
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY084015
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0101400
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/OtherLiabilitiesBOY01500
IRS990PF/BalanceSheets/OtherLiabilitiesEOY02518
IRS990PF/BalanceSheets/RetainedEarningsEOY087575
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY02310
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV02310
IRS990PF/BalanceSheets/TotalAssetsBOY093210
IRS990PF/BalanceSheets/TotalAssetsEOY090093
IRS990PF/BalanceSheets/TotalAssetsEOYFMV0107478
IRS990PF/BalanceSheets/TotalLiabilitiesBOY01500
IRS990PF/BalanceSheets/TotalLiabilitiesEOY02518
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY093210
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY090093
IRS990PF/BalanceSheets/TotalNetAssetsBOY091710
IRS990PF/BalanceSheets/TotalNetAssetsEOY087575
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-4135
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal087575
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY091710
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY087575
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted05360
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj05360
IRS990PF/DistributableAmount/DistributableAmountBeforeDed05360
IRS990PF/DistributableAmount/MinimumInvestmentReturn05360
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax00
IRS990PF/ExemptPF0X
IRS990PF/FMVAssetsEOY0107478
IRS990PF/MethodOfAccountingCash0X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets0108838
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances05775
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities0103063
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable01633
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn05360
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets0107205
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets0108838
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition03.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition21.50
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances20
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0REBECCA KC LOREE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1JAMES LOREE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2SUSANNA KANTHER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1VP
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title2SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10188 GARDEN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11188 GARDEN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine121502-A MCALLISTER ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine201088 GARDEN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine21188 GARDEN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine221052-A MCALLISTER ST
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0FARMINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City1FARMINGTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City2SAN FRANCISCO
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State0CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State1CT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State2CA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode006032
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode106032
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode294115
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions07500
IRS990PF/QualifyingDistributions/ExpensesAndContributions07500
IRS990PF/QualifyingDistributions/QualifyingDistributions07500
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0JAMES LOREE TREASURER
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber08603217707
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10188 GARDEN STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0FARMINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0CT
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode006032
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0false
IRS990PF/StatementsRegardingActivities/StatesFiledWith0CT
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0WWW.LOREEFOUNDATION.ORG
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount07500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL AND CHARITABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10THE BUSHNELL CENTER FOR THE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20PERFORMING ARTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10166 CAPITOL AVENUE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0HARTFORD
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0CT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode006106
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear07500
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear05360
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted05360
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear10610
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear20231
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear02981
IRS990PF/UndistributedIncome/ExcessFromCurrentYear02140
IRS990PF/UndistributedIncome/ExcessFromYear10610
IRS990PF/UndistributedIncome/ExcessFromYear20231
IRS990PF/UndistributedIncome/QualifyingDistributions07500
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus02140
IRS990PF/UndistributedIncome/TotalCorpus02981
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover0841
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0150
OtherExpensesSchedule/OtherExpenses/Description0EXPENSES
OtherExpensesSchedule/OtherExpenses/Description1WEB HOSTING
OtherExpensesSchedule/OtherExpenses/Description2INVESTMENT FEES
OtherExpensesSchedule/OtherExpenses/Description3OFFICE
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks022
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1150
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks2125
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue01500
OtherLiabilitiesSchedule/OtherLiabilities/Description0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilities/EOYBookValue02518
TaxesSchedule/Taxes/Amount050
TaxesSchedule/Taxes/Category0FILING FEE
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0263986869
ReturnHeader/Filer/Name/BusinessNameLine10JIM AND REBECCA LOREE FOUNDATION I
ReturnHeader/Filer/NameControl0JIMA
ReturnHeader/Filer/USAddress/AddressLine10188 GARDEN STREET
ReturnHeader/Filer/USAddress/City0FARMINGTON
ReturnHeader/Filer/USAddress/State0CT
ReturnHeader/Filer/USAddress/ZIPCode006032
ReturnHeader/Officer/DateSigned02012-08-08
ReturnHeader/Officer/Name0JIM LOREE
ReturnHeader/Officer/Title0PRESIDENT
ReturnHeader/Preparer/DatePrepared02012-08-09
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10ADAMS SAMARTINO & COMPANY PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10PO BOX 273
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0BRISTOL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0CT
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0060110273
ReturnHeader/Preparer/Name0SAMARTINO MICHAEL J
ReturnHeader/Preparer/Phone08605838675
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-15T09:15:33-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$90,093
Liabilities
$2,518
Net assets
$87,575
Revenue
-
Expenses
$7,865
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.07$0.23$0.16
2023Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.11$0.21$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.06$0.01$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.16$0.37$0.21
2020Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.05$0.08$0.03
2019Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.58$0.01$0.57
2016Detailed filing. Detailed filing data is available for this year.$1.46$0.11$1.36$1.05$0.13$0.91
2015Detailed filing. Detailed filing data is available for this year.$0.47$0.03$0.44$0.25$0.04$0.21
2014Detailed filing. Detailed filing data is available for this year.$0.24$0.02$0.23$0.03$0.02$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.23$0.02$0.21$0.01$0.02$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.23$0.00$0.23$0.01
2011Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01
2010Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.01