Civic Intelligence

Jim and Rebecca Loree Foundation Inc.

990PF • Fiscal year 2016 • EIN 26-3986869

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 08, 2017

Organization Profile
188 Garden StreetFarmington, CT 06032

(860) 321-7707

Siviq Scores

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

Liabilities / Assets

54th percentile

0.07x

Higher debt load relative to assets than 54% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.10x

Higher debt load relative to revenue than 56% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

96th percentile

87%

Higher net margin than 96% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

98th percentile

214%

Faster asset growth than 98% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

97th percentile

316%

Faster revenue growth than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$1,462,611

Up $996,601 (+214%) from 2015

Net Assets

Up

$1,355,423

Up $914,413 (+207%) from 2015

Liabilities

Up

$107,188

Up $82,188 (+329%) from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin96th percentile

Revenue

Up

$1,048,120

Up $796,185 (+316%) from 2015

Expenses

Up

$133,707

Up $94,564 (+242%) from 2015

Net Income

Up

$914,413

Up $701,621 (+330%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth98th 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

2016

Assets$1,462,611
Liabilities$107,188
Net Assets$1,355,423
Open 2016 Filing

Operations Trend

Revenue Growth97th percentile

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

2016

Revenue$1,048,120
Expenses$133,707
Net Income$914,413
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 8, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
REBECCA KC LOREEPresident-$0--
JAMES LOREEVP-$0--
SUSANNA KANTHERSecretary-$0--
Filing and Contact Details

Filer

Filer Name
Jim and Rebecca Loree
EIN
26-3986869
Address
188 GARDEN STREET, FARMINGTON, CT 06032

Signing Officer

Name
James Loree
Title
VP
Signed
2017-06-08

Preparer

Firm
Adams Samartino & Company Pc
Address
PO BOX 273, BRISTOL, CT 06011-0273
Preparer
Samartino Michael J
Phone
8605838675
Raw XML Appendix322 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/Amt01300
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt01350915
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt182339
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt01966934
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt178304
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0STANLEY BLACK AND DECKER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1TRANSPARENT VALUE
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/UnrelatedBusinessTaxblIncmAmt025174
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/BusinessCd0900001
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/UnrelatedBusinessTaxblIncmAmt01
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt025175
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt025175
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt01300
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt025025
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0131963
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0131963
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt01022945
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt025174
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt025174
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0914413
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0444
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt025175
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0131963
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0133707
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt01048120
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt0150
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt01744
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0914413
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01355423
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0441010
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01355423
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt041223
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt041223
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt041223
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt041223
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt00
IRS990PF/FMVAssetsEOYAmt02074599
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt025811
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0742
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0746
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0436609
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01433254
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02045238
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0107188
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0441010
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt01355423
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03590
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt028615
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt028615
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0466010
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01462611
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02074599
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt025000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0107188
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0466010
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01462611
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0441010
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01355423
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0837012
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt013107
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0823905
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt012555
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt041223
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0824457
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0837012
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0REBECCA KC LOREE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES LOREE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SUSANNA KANTHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VP
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2SECRETARY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0188 GARDEN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1188 GARDEN STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt21502-A MCALLISTER ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FARMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FARMINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SAN FRANCISCO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd006032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd106032
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd294115
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt062085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt062085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt037500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt015000
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt022400
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt07500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt07500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.075304
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.108882
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.054415
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.086567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056698
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069959
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0824457
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0344411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0275660
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0258758
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0132279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0107205
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0131963
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.376521
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0131963
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0131963
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0131963
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES LOREE TREASURER
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0188 GARDEN STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FARMINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd006032
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum08603217707
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0WWW.LOREEFOUNDATION.ORG
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250963
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt310000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt450000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt51000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL AND CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL AND CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL AND CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL AND CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4GENERAL AND CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5GENERAL AND CHARTIABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0GRACE ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HARTFORD SYNPHONY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2WASHINGTON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3THE BUSHNELL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4UNION COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5COMMUNITY FIRST FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0279 MAIN STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1166 CAPITOL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2300 WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3166 CAPITOL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4807 UNION STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt55855 WADSWORTH BYPASS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHESTERTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3HARTFORD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4SCHENECTADY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5ARVADA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2MD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3CT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd006106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd106106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd221620
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd306106
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd412308
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd580003
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0131963
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt041223
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt041223
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt020279
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01217
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09462
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0886
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt02140
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt02140
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0122584
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt090740
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt020279
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01217
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt09462
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0886
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0131963
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt090740
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0124724
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt033984
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JIM REBECCA LOREE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0188 GARDEN STREET
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0FARMINGTON
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0CT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd006032
IRS990ScheduleB/ContributorInformationGrp/NoncashContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt01022945
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum01
IRS990ScheduleB/NonCashPropertyContributionGrp/ContributorNum11
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt026300
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt11502563
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0MONEY TO PAY OPERATING EXPENSE
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1STOCK DONATION
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK SERVICE CHARGE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1294
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt025000
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD PAYABLE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt0107188
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES LOREE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JIM AND REBECCA LOREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0JIMA
ReturnHeader/Filer/EIN0263986869
ReturnHeader/Filer/USAddress/AddressLine1Txt0188 GARDEN STREET
ReturnHeader/Filer/USAddress/CityNm0FARMINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CT
ReturnHeader/Filer/USAddress/ZIPCd006032
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId020CAD06A0BCB3982AC67BEE880F62B3E454515E5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DDBBDB95B80B413D20717E0907EA722F3C0D0AC9
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0061149587
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ADAMS SAMARTINO & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 273
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BRISTOL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0060110273
ReturnHeader/PreparerPersonGrp/PhoneNum08605838675
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SAMARTINO MICHAEL J
ReturnHeader/ReturnTs02017-06-29T08:32:35-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,462,611
Liabilities
$107,188
Net assets
$1,355,423
Revenue
$1,048,120
Expenses
$133,707
Net income
$914,413
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