Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr
Only null% goes to programs Strong reserves Growing revenue
Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr is a 501(c)(3) organization based in Souderton, Pennsylvania, registered in 2016, with $29,099 in FY2024 revenue. CharityIndex grades it C+.
Po Box 559, Souderton, PA, 18964 EIN 38-7161681 Since 2016
Revenue (FY2024)
$29K
▲ 364.3% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$8,709
Net assets
$122K
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating167 mo reserves · +70% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr: 167 mo reserves · +70% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- Po Box 559, Souderton, PA, 18964
- City
- Souderton
- State
- Pennsylvania
- Subcategory
- Private Foundations
Financial trends
Revenue grew from $5,911 (FY2017) to $29K (FY2024) across 8 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $122K
Operating margin
70.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$122K
Total liabilities
$0
Net assets
$122K
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $29,099▲364% | $8,709▼5.7% | $121,535▲9.6% | $121,535▲9.6% | 990PF |
| 2023 | $6,267▲40.5% | $9,235▲9.0% | $110,913▲4.9% | $110,913▲4.9% | 990PF |
| 2022 | $4,462▼66.2% | $8,472▼0.5% | $105,758▼3.3% | $105,758▼3.3% | 990PF |
| 2021 | $13,183▲911% | $8,516▲2.6% | $109,363▲4.8% | $109,363▲4.8% | 990PF |
| 2020 | $1,304▼83.4% | $8,303▲2.2% | $104,365▼6.7% | $104,365▼6.7% | 990PF |
| 2019 | $7,835▼4.3% | $8,123▼10.5% | $111,808▼0.3% | $111,808▼0.3% | 990PF |
| 2018 | $8,185▲38.5% | $9,071▼51.5% | $112,199▼0.8% | $112,199▼0.8% | 990PF |
| 2017 | $5,911 | $18,704 | $113,148 | $113,148 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr a legitimate nonprofit?
- Yes. Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 38-7161681, based in Souderton, Pennsylvania. Donations are tax-deductible.
- What is Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr's EIN?
- Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr's Employer Identification Number (EIN) is 38-7161681.
- How much revenue does Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr report?
- Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr reported $29,099 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr have?
- CharityIndex grades Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr C+, based on financial health (reserves and operating margin).
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Data for Bernadette Herbst Loeb & Bernard W Loeb Charitable Tr (EIN 38-7161681) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.