Bernard W & Bernadette Loeb Charitable Foundation is a 501(c)(3) organization based in Lecanto, Florida, registered in 1992, with $27,304 in FY2024 revenue. CharityIndex grades it D.
Revenue (FY2024)
$27K
▲ 1.1% vs prior year
Expenses (FY2024)
$41K
Net assets
$427K
Employees
—
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 Bernard W & Bernadette Loeb Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Bernard W & Bernadette Loeb Charitable Foundation: 126 mo reserves · -49% margin earns a D on this criterion. See the exact thresholds →
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 Bernard W & Bernadette Loeb Charitable Foundation— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
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 Bernard W & Bernadette Loeb Charitable Foundation: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue grew from $21K (FY2014) to $27K (FY2024) across 10 reported years.
Financial snapshot
Operating margin
-49.5%
Spent more than it raised in the latest fiscal year.
Total assets
$427K
Total liabilities
$0
Net assets
$427K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $27,304▲1.1% | $40,812▲0.9% | $427,223▲6.8% | $427,223▲6.8% | 990PF |
| 2023 | $26,997▲65.2% | $40,465▲9.1% | $399,954▲4.7% | $399,954▲4.7% | 990PF |
| 2022 | $16,345▼38.3% | $37,106▼48.3% | $381,865▼22.4% | $381,865▼51.4% | 990PF |
| 2021 | $26,506▲58.2% | $71,721▲9.7% | $492,297▲4.8% | $785,297▲67.2% | 990PF |
| 2019 | $16,752▼3.0% | $65,370▲68.6% | $469,668▲7.1% | $469,668▼35.8% | 990PF |
| 2018 | $17,265▼24.2% | $38,761▲31.4% | $438,724▼4.7% | $731,724▼2.9% | 990PF |
| 2017 | $22,773▲24.9% | $29,504▲58.0% | $460,220▼1.4% | $753,220▲61.3% | 990PF |
| 2016 | $18,229▼29.6% | $18,668▼10.2% | $466,951▼0.1% | $466,951▼0.1% | 990PF |
| 2015 | $25,890▲23.6% | $20,796▼52.9% | $467,390▲1.1% | $467,390▲1.1% | 990PF |
| 2014 | $20,941 | $44,124 | $462,296 | $462,296 | 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.
Explore more
Data for Bernard W & Bernadette Loeb Charitable Foundation (EIN 23-2641004) 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.