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Nonprofit · EIN 54-1604839

JESSE AND ROSE LOEB FOUNDATION INC

Tax-exempt · WARRENTON, VA 20188

Financials

$746K$547K2023$455K$574K2024
Revenue Expenses · by fiscal year end
Financials of JESSE AND ROSE LOEB FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$455,452$573,975-$118,523$8,651,620$5,000$8,646,620
September 30, 2024990-PF$746,094$546,782$199,312$8,765,143$0$8,765,143
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$392,175
Interest
$178
Net gain from sales of assets
$62,737

Expenses

Grants and similar amounts paid
$430,000
Compensation of officers, directors and key employees
$59,124
Disbursements for charitable purposes
$536,565
Excise tax on investment income
$5,806

Balance sheet and other

Total assets, start of year
$8,765,143
Total assets, end of year
$8,651,620
Total liabilities, end of year
$5,000
Net assets, end of year
$8,646,620
Fair market value of assets
$9,998,252
Qualifying distributions
$536,565
Net investment income
$455,090

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS H KIRK
P O BOX 803, WARRENTON, VA 20188
EXECUTIVE DIRECTOR8$49,524
RICHARD MONOHAN
P O BOX 803, WARRENTON, VA 20188
DIRECTOR0.25$2,000
DONALD R YOWELL
P O BOX 803, WARRENTON, VA 20188
DIRECTOR0.25$1,600
G WAYNE EASTHAM
P O BOX 803, WARRENTON, VA 20188
DIRECTOR0.25$1,600
SARAH YAKEL
P O BOX 803, WARRENTON, VA 20188
DIRECTOR0.25$1,600
JACKIE CORAM
P O BOX 803, WARRENTON, VA 20188
DIRECTOR0.25$1,600
LISA HICKLIN
P O BOX 803, WARRENTON, VA 20188
DIRECTOR0.25$1,200
990-PF for the year ended September 30, 2024: 4 people
NameTitleHours / weekCompensation
THOMAS H KIRK
P O BOX 803, WARRENTON, VA 20188
EXECUTIVE DIRECTOR8$25,142
DONALD R YOWELL
P O BOX 803, WARRENTON, VA 20188
DIRECTOR0.25$1,600
G WAYNE EASTHAM
P O BOX 803, WARRENTON, VA 20188
DIRECTOR0.25$1,600
RICHARD MONOHAN
P O BOX 803, WARRENTON, VA 20188
DIRECTOR0.25$1,600

Address and contacts

Address (IRS master file)
PO BOX 803, WARRENTON, VA 20188-0803
Signed the 990-PF
TOM KIRK, EXECUTIVE DIRECTOR
Phone
(540) 428-1960
Return prepared by
YOUNT HYDE & BARBOUR PC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
54-1604839
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
1992
Accounting year ends
September
Files
Form 990-PF
Assets (IRS master file)
$8,651,620
Income (IRS master file)
$3,977,436

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$455,452$573,975$8,651,620XML
990-PFSeptember 2024$746,094$546,782$8,765,143XML
990-PFSeptember 2023–––IRS
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 54-1604839).

Questions about JESSE AND ROSE LOEB FOUNDATION INC

What is the EIN of JESSE AND ROSE LOEB FOUNDATION INC?
The employer identification number (EIN) of JESSE AND ROSE LOEB FOUNDATION INC is 54-1604839.
Is JESSE AND ROSE LOEB FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1992.
Are donations to JESSE AND ROSE LOEB FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does JESSE AND ROSE LOEB FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of JESSE AND ROSE LOEB FOUNDATION INC due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JESSE AND ROSE LOEB FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of JESSE AND ROSE LOEB FOUNDATION INC?
The 990-PF for the year ended September 30, 2025 lists 7 people; 7 received compensation from the organization, the highest $49,524 (THOMAS H KIRK, EXECUTIVE DIRECTOR).
How much revenue does JESSE AND ROSE LOEB FOUNDATION INC have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $455,452, expenses of $573,975 and total assets of $8,651,620 at year end.

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