Nonprofit · EIN 38-7167847
LOEB FOUNDATION
Tax-exempt (reinstated) · SOUDERTON, PA 18964
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $9,111 | $14,417 | -$5,306 | $185,338 | $0 | $185,338 |
| December 31, 2024 | 990-PF | $42,635 | $14,133 | $28,502 | $191,194 | $0 | $191,194 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $5,078
- Net gain from sales of assets
- $4,033
Expenses
- Grants and similar amounts paid
- $9,599
- Compensation of officers, directors and key employees
- $3,625
- Disbursements for charitable purposes
- $9,599
- Excise tax on investment income
- $127
Balance sheet and other
- Total assets, start of year
- $191,194
- Total assets, end of year
- $185,338
- Total liabilities, end of year
- $0
- Net assets, end of year
- $185,338
- Fair market value of assets
- $219,558
- Qualifying distributions
- $9,599
- Net investment income
- $9,111
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank 14 N Main Street PO Box 197, Souderton, PA 18964 | Trustee | 1 | $3,625 |
990-PF for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Univest Bank 14 N Main Street PO Box 197, Souderton, PA 18964 | Trustee | 1 | $3,437 |
Address and contacts
- Address (IRS master file)
- PO BOX 559, SOUDERTON, PA 18964-0559
- In care of
- % UNIVEST BANK & TRUST CO TTEE
- Signed the 990-PF
- DARREN JOHNSON, SVP and Sr. TO
- Phone
- (215) 721-2549
- Return prepared by
- BAUM SMITH & CLEMENS LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 38-7167847
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $185,338
- Income (IRS master file)
- $40,162
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- March 1, 2017
- Reinstated
- Effective November 15, 2016
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $9,111 | $14,417 | $185,338 | IRS |
| 990-PF | December 2024 | $42,635 | $14,133 | $191,194 | IRS |
| 990-PF | December 2023 | $9,527 | $14,874 | $176,007 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about LOEB FOUNDATION
- What is the EIN of LOEB FOUNDATION?
- The employer identification number (EIN) of LOEB FOUNDATION is 38-7167847.
- Is LOEB FOUNDATION tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective November 15, 2016.
- Are donations to LOEB FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOEB FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOEB FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOEB FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of LOEB FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $3,625 (Univest Bank, Trustee).
- How much revenue does LOEB FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $9,111, expenses of $14,417 and total assets of $185,338 at year end.
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