Nonprofit · EIN 95-4197993
LELA BEREN JACOBY & NORMAN JACOBY FOUNDATION
Tax-exempt · ENCINO, CA 91316
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $379,782 | $371,014 | $8,768 | $3,553,458 | $0 | $3,553,458 |
| December 31, 2024 | 990-PF | $383,649 | $375,896 | $7,753 | $3,544,690 | $0 | $3,544,690 |
| December 31, 2023 | 990-PF | $338,648 | $416,964 | -$78,316 | $3,536,937 | $0 | $3,536,937 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $93,629
- Interest
- $42,585
- Net gain from sales of assets
- $243,568
Expenses
- Grants and similar amounts paid
- $324,600
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $339,653
- Excise tax on investment income
- $4,843
Balance sheet and other
- Total assets, start of year
- $3,544,690
- Total assets, end of year
- $3,553,458
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,553,458
- Fair market value of assets
- $6,468,358
- Qualifying distributions
- $339,653
- Net investment income
- $379,782
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 |
|---|---|---|---|
| LELA BEREN JACOBY 17501 MARGATE ST, ENCINO, CA 91316 | PRESIDENT | 0 | $0 |
| NORMAN JACOBY 17501 MARGATE ST, ENCINO, CA 91316 | SEC'Y/TREASURER | 0 | $0 |
| SUSAN JACOBY STERN 17501 MARGATE ST, ENCINO, CA 91316 | DIRECTOR | 0 | $0 |
| TAREN JACOBY METSON 17501 MARGATE ST, ENCINO, CA 91316 | DIRECTOR | 0 | $0 |
| JUDITH JACOBY CHIEL 17501 MARGATE ST, ENCINO, CA 91316 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LELA BEREN JACOBY 17501 MARGATE ST, ENCINO, CA 91316 | PRESIDENT | 0 | $0 |
| NORMAN JACOBY 17501 MARGATE ST, ENCINO, CA 91316 | SEC'Y/TREASURER | 0 | $0 |
| SUSAN JACOBY STERN 17501 MARGATE ST, ENCINO, CA 91316 | DIRECTOR | 0 | $0 |
| TAREN JACOBY METSON 17501 MARGATE ST, ENCINO, CA 91316 | DIRECTOR | 0 | $0 |
| JUDITH JACOBY CHIEL 17501 MARGATE ST, ENCINO, CA 91316 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LELA BEREN JACOBY 17501 MARGATE ST, ENCINO, CA 91316 | PRESIDENT | 0 | $0 |
| NORMAN JACOBY 17501 MARGATE ST, ENCINO, CA 91316 | SEC'Y/TREASURER | 0 | $0 |
| SUSAN JACOBY STERN 17501 MARGATE ST, ENCINO, CA 91316 | DIRECTOR | 0 | $0 |
| TAREN JACOBY METSON 17501 MARGATE ST, ENCINO, CA 91316 | DIRECTOR | 0 | $0 |
| JUDITH JACOBY CHIEL 17501 MARGATE ST, ENCINO, CA 91316 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 17501 MARGATE ST, ENCINO, CA 91316-2550
- Signed the 990-PF
- NORMAN JACOBY, CHIEF FINANCIAL OFFICER
- Phone
- (818) 970-1016
- Return prepared by
- HIT ACCOUNTING AND BUSINESS MANAGEMENT
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4197993 or by the name LELA BEREN JACOBY & NORMAN JACOBY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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
- 95-4197993
- 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
- 1989
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $3,553,458
- Income (IRS master file)
- $758,039
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $379,782 | $371,014 | $3,553,458 | IRS |
| 990-PF | December 2024 | $383,649 | $375,896 | $3,544,690 | XML |
| 990-PF | December 2023 | $338,648 | $416,964 | $3,536,937 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 95-4197993).
Questions about LELA BEREN JACOBY & NORMAN JACOBY FOUNDATION
- What is the EIN of LELA BEREN JACOBY & NORMAN JACOBY FOUNDATION?
- The employer identification number (EIN) of LELA BEREN JACOBY & NORMAN JACOBY FOUNDATION is 95-4197993.
- Is LELA BEREN JACOBY & NORMAN JACOBY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1989.
- Are donations to LELA BEREN JACOBY & NORMAN JACOBY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LELA BEREN JACOBY & NORMAN JACOBY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LELA BEREN JACOBY & NORMAN JACOBY 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 LELA BEREN JACOBY & NORMAN JACOBY 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 LELA BEREN JACOBY & NORMAN JACOBY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LELA BEREN JACOBY & NORMAN JACOBY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $379,782, expenses of $371,014 and total assets of $3,553,458 at year end.
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