Nonprofit · EIN 63-0960783
LOEB FAMILY FOUNDATION INC
Tax-exempt · MONTGOMERY, AL 36102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2026 | 990-PF | $997,095 | $380,454 | $616,641 | $6,014,023 | $0 | $6,014,023 |
| March 31, 2025 | 990-PF | $218,687 | $376,401 | -$157,714 | $5,397,382 | $0 | $5,397,382 |
| March 31, 2024 | 990-PF | $111,469 | $343,013 | -$231,544 | $5,555,096 | $0 | $5,555,096 |
| March 31, 2023 | 990-PF | -$17,756 | $414,923 | -$432,679 | $5,786,640 | $0 | $5,786,640 |
Financial details: 990-PF for the year ended March 31, 2026
Revenue
- Dividends
- $160,547
- Net gain from sales of assets
- $809,860
- Other income
- $26,688
Expenses
- Grants and similar amounts paid
- $312,110
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $312,110
- Excise tax on investment income
- $13,015
Balance sheet and other
- Total assets, start of year
- $5,397,382
- Total assets, end of year
- $6,014,023
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,014,023
- Fair market value of assets
- $6,769,099
- Qualifying distributions
- $312,110
- Net investment income
- $996,748
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 March 31, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET, MONTGOMERY, AL 36104 | TRUSTEE | 2 | $0 |
| ELIZABETH L FRIEDMAN 1306 WASHINGTON AVENUE, SANTA MONICA, CA 90403 | BOARD OF DIRECTORS | 0 | $0 |
| PATRICIA L ROSENBAUM 4278 LAKEHAVEN DRIVE NE, ATLANTA, GA 30319 | BOARD OF DIRECTORS | 0 | $0 |
| JAMES L LOEB JR PO BOX 909, MONTGOMERY, AL 36101 | BOARD OF DIRECTORS | 0 | $0 |
990-PF for the year ended March 31, 2025: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET, MONTGOMERY, AL 36104 | TRUSTEE | 2 | $0 |
| ELIZABETH L FRIEDMAN 1306 WASHINGTON AVENUE, SANTA MONICA, CA 90403 | BOARD OF DIRECTORS | 0 | $0 |
| PATRICIA L ROSENBAUM 4278 LAKEHAVEN DRIVE NE, ATLANTA, GA 30319 | BOARD OF DIRECTORS | 0 | $0 |
| JAMES L LOEB JR PO BOX 909, MONTGOMERY, AL 36101 | BOARD OF DIRECTORS | 0 | $0 |
990-PF for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET, MONTGOMERY, AL 36104 | TRUSTEE | 2 | $0 |
| ELIZABETH L FRIEDMAN 1306 WASHINGTON AVENUE, SANTA MONICA, CA 90403 | BOARD OF DIRECTORS | 0 | $0 |
| PATRICIA L ROSENBAUM 4278 LAKEHAVEN DRIVE NE, ATLANTA, GA 30319 | BOARD OF DIRECTORS | 0 | $0 |
| JAMES L LOEB JR PO BOX 909, MONTGOMERY, AL 36101 | BOARD OF DIRECTORS | 0 | $0 |
990-PF for the year ended March 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| REGIONS BANK TRUST DEPARTMENT 201 MONROE STREET, MONTGOMERY, AL 36104 | TRUSTEE | 2 | $0 |
| ELIZABETH L FRIEDMAN 1306 WASHINGTON AVENUE, SANTA MONICA, CA 90403 | BOARD OF DIRECTORS | 0 | $0 |
| PATRICIA L ROSENBAUM 4278 LAKEHAVEN DRIVE NE, ATLANTA, GA 30319 | BOARD OF DIRECTORS | 0 | $0 |
| JAMES L LOEB JR PO BOX 909, MONTGOMERY, AL 36101 | BOARD OF DIRECTORS | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2450, MONTGOMERY, AL 36102-2450
- In care of
- % FIRST ALABAMA BANK
- Signed the 990-PF
- RICK HARVEY, TRUST ADVISOR
- Phone
- (334) 230-6100
- Return prepared by
- JACKSON THORNTON ADVISORS LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | 990-PF on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990-PF on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990-PF on file |
IRS record
- EIN
- 63-0960783
- 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
- 1988
- Accounting year ends
- March
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,014,023
- Income (IRS master file)
- $3,462,466
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | March 2026 | $997,095 | $380,454 | $6,014,023 | XML |
| 990-PF | March 2025 | $218,687 | $376,401 | $5,397,382 | XML |
| 990-PF | March 2024 | $111,469 | $343,013 | $5,555,096 | XML |
| 990-PF | March 2023 | -$17,756 | $414,923 | $5,786,640 | XML |
| 990-PF | March 2022 | – | – | – | IRS |
| 990-PF | March 2021 | – | – | – | IRS |
| 990-PF | March 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 63-0960783).
Questions about LOEB FAMILY FOUNDATION INC
- What is the EIN of LOEB FAMILY FOUNDATION INC?
- The employer identification number (EIN) of LOEB FAMILY FOUNDATION INC is 63-0960783.
- Is LOEB FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Are donations to LOEB FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LOEB FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOEB FAMILY FOUNDATION INC due?
- The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOEB FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended March 2026.
- Who are the officers and directors of LOEB FAMILY FOUNDATION INC?
- The 990-PF for the year ended March 31, 2026 lists 4 people; 0 received compensation from the organization.
- How much revenue does LOEB FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended March 31, 2026 it reported revenue of $997,095, expenses of $380,454 and total assets of $6,014,023 at year end.
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