Nonprofit · EIN 95-4664361
THE L B RESEARCH AND EDUCATION FOUNDATION
Tax-exempt · WOODLAND HLS, CA 91367
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,347,335 | $1,918,795 | -$571,460 | $32,036,011 | $0 | $32,036,011 |
| December 31, 2023 | 990-PF | -$35,055 | $1,932,003 | -$1,967,058 | $32,607,471 | $0 | $32,607,471 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $581,292
- Interest
- $402,336
- Net gain from sales of assets
- $363,707
Expenses
- Grants and similar amounts paid
- $1,525,000
- Compensation of officers, directors and key employees
- $78,268
- Salaries, compensation and benefits (total)
- $3,200
- Disbursements for charitable purposes
- $1,583,965
- Excise tax on investment income
- $15,162
Balance sheet and other
- Total assets, start of year
- $32,607,471
- Total assets, end of year
- $32,036,011
- Total liabilities, end of year
- $0
- Net assets, end of year
- $32,036,011
- Fair market value of assets
- $37,100,214
- Qualifying distributions
- $1,583,965
- Net investment income
- $1,347,335
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER MARKS 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | EXECUTIVE DIRECTOR | 20 | $78,268 |
| CONSTANTINE ATHANASULEAS 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | DIRECTOR | 0 | $0 |
| MARK DOHERTY 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | TREASURER | 0 | $0 |
| GIA BUCKBERG 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | SECRETARY | 0 | $0 |
| NICOLE BUCKBERG 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | PRESIDENT | 0 | $0 |
| LARRY MEYER 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | DIRECTOR | 0 | $0 |
| ELYSE WYMAN 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | DIRECTOR | 0 | $0 |
| PATRICIA FULKERSON 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | DIRECTOR | 0 | $0 |
| ART PODELL 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CONSTANTINE ATHANASULEAS 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | DIRECTOR | 0 | $0 |
| MARK DOHERTY 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | TREASURER | 0 | $0 |
| GIA BUCKBERG 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | SECRETARY | 0 | $0 |
| NICOLE BUCKBERG 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | PRESIDENT | 0 | $0 |
| LARRY MEYER 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | DIRECTOR | 0 | $0 |
| ELYSE WYMAN 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | DIRECTOR | 0 | $0 |
| PATRICIA FULKERSON 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | DIRECTOR | 0 | $0 |
| ART PODELL 65 MERRIMON AVE 1042, ASHEVILLE, NC 28801 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5950 CANOGA AVE STE 240, WOODLAND HLS, CA 91367-5048
- In care of
- % MARK SMITH
- Signed the 990-PF
- PETER MARKS, EXECUTIVE DIRECTOR
- Phone
- (828) 707-1640
- Return prepared by
- HELLIE HOFFER & COMPANY LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4664361 or by the name THE L B RESEARCH AND EDUCATION 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 | Not 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
- 95-4664361
- 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
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $32,036,011
- Income (IRS master file)
- $18,521,237
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,347,335 | $1,918,795 | $32,036,011 | XML |
| 990-PF | December 2023 | -$35,055 | $1,932,003 | $32,607,471 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 95-4664361).
Questions about THE L B RESEARCH AND EDUCATION FOUNDATION
- What is the EIN of THE L B RESEARCH AND EDUCATION FOUNDATION?
- The employer identification number (EIN) of THE L B RESEARCH AND EDUCATION FOUNDATION is 95-4664361.
- Is THE L B RESEARCH AND EDUCATION FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to THE L B RESEARCH AND EDUCATION FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE L B RESEARCH AND EDUCATION FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE L B RESEARCH AND EDUCATION FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE L B RESEARCH AND EDUCATION FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE L B RESEARCH AND EDUCATION FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 9 people; 1 received compensation from the organization, the highest $78,268 (PETER MARKS, EXECUTIVE DIRECTOR).
- How much revenue does THE L B RESEARCH AND EDUCATION FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,347,335, expenses of $1,918,795 and total assets of $32,036,011 at year end.
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