Lela Beren Jacoby & Norman Jacoby Foundation

Encino, CA
Tax-exempt since July 1989
EIN: 95-4197993

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$384k (2024)

Expenses

$376k (2024)

Total Assets

$3.54M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$383,649

Expenses

$375,896

Net Income

$7,753

Net Assets

$3,544,690

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,440	9.5%
Dividends	$92,907	24.2%
Sales of Assets	$253,518	66.1%
Other Income	$784	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$344,938	91.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,544,690
Total Liabilities	$0
Net Assets	$3,544,690

Compensation

Key Employees and Officers	Compensation	Other
Lela Beren Jacoby (President)	$0	$0
Norman Jacoby (Sec'y/Treasurer)	$0	$0
Susan Jacoby Stern (Director)	$0	$0
Taren Jacoby Metson (Director)	$0	$0
Judith Jacoby Chiel (Director)	$0	$0

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990-PF

Filed on June 12, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$338,648

Expenses

$416,964

Net Income

-$78,316

Net Assets

$3,536,937

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$195,413	57.7%
Dividends	$80,224	23.7%
Sales of Assets	$63,011	18.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$372,063	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,536,937
Total Liabilities	$0
Net Assets	$3,536,937

Compensation

Key Employees and Officers	Compensation	Other
Lela Beren Jacoby (President)	$0	$0
Norman Jacoby (Sec'y/Treasurer)	$0	$0
Susan Jacoby Stern (Director)	$0	$0
Taren Jacoby Metson (Director)	$0	$0
Judith Jacoby Chiel (Director)	$0	$0

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990-PF

Filed on May 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

-$29,023

Expenses

$215,439

Net Income

-$244,462

Net Assets

$3,370,588

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,776
Dividends	$65,656
Sales of Assets	-$99,455
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$187,142	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,370,588
Total Liabilities	$0
Net Assets	$3,370,588

Compensation

Key Employees and Officers	Compensation	Other
Lela Beren Jacoby (President)	$0	$0
Norman Jacoby (Sec'y/Treasurer)	$0	$0
Susan Jacoby Stern (Director)	$0	$0
Taren Jacoby Metson (Director)	$0	$0
Judith Jacoby Chiel (Director)	$0	$0

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990-PF

Filed on June 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$435,018

Expenses

$262,866

Net Income

$172,152

Net Assets

$3,615,050

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,497	0.6%
Dividends	$117,742	27.1%
Sales of Assets	$314,779	72.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$226,899	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,615,050
Total Liabilities	$0
Net Assets	$3,615,050

Compensation

Key Employees and Officers	Compensation	Other
Lela Beren Jacoby (President)	$0	$0
Norman Jacoby (Sec'y/Treasurer)	$0	$0
Susan Jacoby Stern (Director)	$0	$0
Taren Jacoby Metson (Director)	$0	$0
Judith Jacoby Chiel (Director)	$0	$0

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990-PF

Filed on April 28, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$310,838

Expenses

$263,304

Net Income

$47,534

Net Assets

$3,442,897

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,055	1.3%
Dividends	$76,791	24.7%
Sales of Assets	$229,992	74.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$241,498	91.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,442,898
Total Liabilities	$1
Net Assets	$3,442,897

Compensation

Key Employees and Officers	Compensation	Other
Lela Beren Jacoby (President)	$0	$0
Norman Jacoby (Sec'y/Treasurer)	$0	$0
Susan Jacoby Stern (Director)	$0	$0
Taren Jacoby Metson (Director)	$0	$0
Judith Jacoby Chiel (Director)	$0	$0

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990-PF

Filed on Aug. 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$141,207

Expenses

$228,090

Net Income

-$86,883

Net Assets

$3,395,363

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,781	5.5%
Dividends	$78,217	55.4%
Sales of Assets	$54,665	38.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$201,230	88.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,395,364
Total Liabilities	$1
Net Assets	$3,395,363

Compensation

Key Employees and Officers	Compensation	Other
Lela Beren Jacoby (President)	$0	$0
Norman Jacoby (Sec'y/Treasurer)	$0	$0
Susan Jacoby Stern (Director)	$0	$0
Taren Jacoby Metson (Director)	$0	$0
Judith Jacoby Chiel (Director)	$0	$0

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990-PF

Filed on May 11, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$143,725

Expenses

$225,124

Net Income

-$81,399

Net Assets

$3,482,247

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,367	4.4%
Dividends	$85,169	59.3%
Sales of Assets	$50,612	35.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$200,577	89.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,482,247
Total Liabilities	$0
Net Assets	$3,482,247

Compensation

Key Employees and Officers	Compensation	Other
Lela Beren Jacoby (President)	$0	$0
Norman Jacoby (Sec'y/Treasurer)	$0	$0
Susan Jacoby Stern (Director)	$0	$0
Taren Jacoby Metson (Director)	$0	$0
Judith Jacoby Chiel (Director)	$0	$0

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990-PF

Filed on May 9, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$222,308

Expenses

$256,398

Net Income

-$34,090

Net Assets

$3,563,646

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,027	18.9%
Dividends	$81,411	36.6%
Sales of Assets	$97,751	44.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$232,670	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,563,646
Total Liabilities	$0
Net Assets	$3,563,646

Compensation

Key Employees and Officers	Compensation	Other
Lela Beren Jacoby (President)	$0	$0
Norman Jacoby (Sec'y/Treasurer)	$0	$0
Susan Jacoby Stern (Director)	$0	$0
Taren Jacoby Metson (Director)	$0	$0
Judith Jacoby Chiel (Director)	$0	$0

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990-PF

Filed on May 9, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$141,692

Expenses

$239,690

Net Income

-$97,998

Net Assets

$3,607,189

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$56,784	40.1%
Dividends	$71,868	50.7%
Sales of Assets	$10,890	7.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$217,482	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,607,189
Total Liabilities	$0
Net Assets	$3,607,189

Compensation

Key Employees and Officers	Compensation	Other
Lela Beren Jacoby (President)	$0	$0
Norman Jacoby (Sec'y/Treasurer)	$0	$0
Susan Jacoby Stern (Director)	$0	$0
Taren Jacoby Metson (Director)	$0	$0
Judith Jacoby Chiel (Director)	$0	$0

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990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$177,339

Expenses

$238,719

Net Income

-$61,380

Net Assets

$3,705,187

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$54,732	30.9%
Dividends	$68,659	38.7%
Sales of Assets	$52,117	29.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$211,170	88.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,705,187
Total Liabilities	$0
Net Assets	$3,705,187

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$215,368

Expenses

$231,956

Net Income

-$16,588

Net Assets

$3,766,567

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59,578	27.7%
Dividends	$71,580	33.2%
Sales of Assets	$82,456	38.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$210,810	90.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,766,567
Total Liabilities	$0
Net Assets	$3,766,567

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$208,668

Expenses

$242,146

Net Income

-$33,478

Net Assets

$3,783,155

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$72,518	34.8%
Dividends	$67,098	32.2%
Sales of Assets	$67,298	32.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$215,875	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,783,155
Total Liabilities	$0
Net Assets	$3,783,155

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$204,722

Expenses

$200,535

Net Income

$4,187

Net Assets

$3,816,633

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$60,000	29.3%
Interest Revenue	$74,252	36.3%
Dividends	$66,538	32.5%
Sales of Assets	$2,027	1.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$171,685	85.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,816,633
Total Liabilities	$0
Net Assets	$3,816,633

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$124,454

Expenses

$206,660

Net Income

-$82,206

Net Assets

$3,812,446

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$69,886	56.2%
Dividends	$84,364	67.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$182,120	88.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,812,446
Total Liabilities	$0
Net Assets	$3,812,446

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Lela Beren Jacoby & Norman Jacoby Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $384k (2024)

Expenses $376k (2024)

Total Assets $3.54M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Revenue

$384k (2024)

Expenses

$376k (2024)

Total Assets

$3.54M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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