Nonprofit · EIN 95-4774899
ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION
Tax-exempt · SANTA MONICA, CA 90409
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | $21,222 | $55,031 | -$33,809 | $457,282 | $0 | $457,282 |
| November 30, 2024 | 990-PF | $37,963 | $51,132 | -$13,169 | $491,091 | $0 | $491,091 |
| November 30, 2023 | 990-PF | $49,845 | $51,029 | -$1,184 | $504,260 | $0 | $504,260 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Dividends
- $12,124
- Interest
- $1,645
- Net gain from sales of assets
- $7,453
Expenses
- Grants and similar amounts paid
- $49,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $50,458
- Excise tax on investment income
- $260
Balance sheet and other
- Total assets, start of year
- $491,091
- Total assets, end of year
- $457,282
- Total liabilities, end of year
- $0
- Net assets, end of year
- $457,282
- Fair market value of assets
- $1,081,853
- Qualifying distributions
- $50,458
- Net investment income
- $21,222
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT LEMELSON PHD 290 S WESTGATE AVE, LOS ANGELES, CA 90049 | PRESIDENT | 0 | $0 |
| SUSAN MORSE 2720 NEILSON WAY PO BOX 5159, SANTA MONICA, CA 90409 | SECRETARY & TREASURER/CFO | 0 | $0 |
990-PF for the year ended November 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT LEMELSON PHD 736 EL MEDIO AVENUE, PACIFIC PALISADES, CA 90272 | PRESIDENT | 0 | $0 |
| SUSAN MORSE 17411 REVELLO DR, PACIFIC PALISADES, CA 90272 | SECRETARY & TREASURER/CFO | 0 | $0 |
990-PF for the year ended November 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT LEMELSON PHD 736 EL MEDIO AVENUE, PACIFIC PALISADES, CA 90272 | PRESIDENT | 0 | $0 |
| SUSAN MORSE 17411 REVELLO DR, PACIFIC PALISADES, CA 90272 | SECRETARY & TREASURER/CFO | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5159, SANTA MONICA, CA 90409-5159
- In care of
- % ROBERT LEMELSON
- Signed the 990-PF
- ROBERT LEMELSON, PRESIDENT
- Phone
- (310) 454-5062
- Return prepared by
- MANN GELON SMITH SROKA LEE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4774899 or by the name ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 95-4774899
- 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
- 2000
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $457,282
- Income (IRS master file)
- $21,222
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | $21,222 | $55,031 | $457,282 | XML |
| 990-PF | November 2024 | $37,963 | $51,132 | $491,091 | XML |
| 990-PF | November 2023 | $49,845 | $51,029 | $504,260 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 95-4774899).
Questions about ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION
- What is the EIN of ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION?
- The employer identification number (EIN) of ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION is 95-4774899.
- Is ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROBERT LEMELSON AND SUSAN MORSE LEMELSON FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of $21,222, expenses of $55,031 and total assets of $457,282 at year end.
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