The L B Research And Education Foundation

Woodland Hls, CA
Tax-exempt since April 1999
EIN: 95-4664361

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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.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.35M (2024)

Expenses

$1.92M (2024)

Total Assets

$32M (2024)

Total Liabilities

$0 (2024)

Years with multiple filings

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

$1,347,335

Expenses

$1,918,795

Net Income

-$571,460

Net Assets

$32,036,011

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$402,336	29.9%
Dividends	$581,292	43.1%
Sales of Assets	$363,707	27.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,583,965	82.5%
Compensation of Officers*	$78,268	4.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$32,036,011
Total Liabilities	$0
Net Assets	$32,036,011

Compensation

Key Employees and Officers	Compensation	Other
Peter Marks (Executive Director)	$78,268	$0
Constantine Athanasuleas (Director)	$0	$0
Mark Doherty (Treasurer)	$0	$0
Gia Buckberg (Secretary)	$0	$0
Nicole Buckberg (President)	$0	$0
Larry Meyer (Director)	$0	$0
Elyse Wyman (Director)	$0	$0
Patricia Fulkerson (Director)	$0	$0
Art Podell (Director)	$0	$0

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990-PF

Filed on Sept. 29, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

-$35,055

Expenses

$1,932,003

Net Income

-$1,967,058

Net Assets

$32,607,471

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$301,890
Dividends	$590,773
Sales of Assets	-$927,718
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,658,783	85.9%
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	$32,607,471
Total Liabilities	$0
Net Assets	$32,607,471

Compensation

Key Employees and Officers	Compensation	Other
Constantine Athanasuleas (Director)	$0	$0
Mark Doherty (Treasurer)	$0	$0
Gia Buckberg (Secretary)	$0	$0
Nicole Buckberg (President)	$0	$0
Larry Meyer (Director)	$0	$0
Elyse Wyman (Director)	$0	$0
Patricia Fulkerson (Director)	$0	$0
Art Podell (Director)	$0	$0

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990-PF

Filed on Oct. 8, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$1,159,531

Expenses

$2,047,679

Net Income

-$888,148

Net Assets

$34,574,529

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$309,343	26.7%
Dividends	$655,678	56.5%
Sales of Assets	$194,510	16.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,709,292	83.5%
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	$34,574,529
Total Liabilities	$0
Net Assets	$34,574,529

Compensation

Key Employees and Officers	Compensation	Other
Constantine Athanasuleas (Director)	$0	$0
Art Podell (Treasurer)	$0	$0
Gia Buckberg (Secretary)	$0	$0
Nicole Buckberg (President)	$0	$0
Larry Meyer (Director)	$0	$0
Elyse Wyman (Director)	$0	$0

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990-PF

Filed on Oct. 14, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$7,327,228

Expenses

$1,808,999

Net Income

$5,518,229

Net Assets

$35,462,677

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,708,469	64.3%
Interest Revenue	$313,982	4.3%
Dividends	$499,918	6.8%
Sales of Assets	$1,804,859	24.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,527,565	84.4%
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	$35,462,677
Total Liabilities	$0
Net Assets	$35,462,677

Compensation

Key Employees and Officers	Compensation	Other
Constantine Athanasuleas (Director)	$0	$0
Art Podell (Treasurer)	$0	$0
Gia Buckberg (Secretary)	$0	$0
Nicole Buckberg (President)	$0	$0
Larry Meyer (Director)	$0	$0
Elyse Wyman (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2022

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$1,734,817

Expenses

$1,508,889

Net Income

$225,928

Net Assets

$33,529,599

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$416,388	24.0%
Dividends	$380,572	21.9%
Sales of Assets	$937,857	54.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,283,055	85.0%
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	$33,529,600
Total Liabilities	$1
Net Assets	$33,529,599

Compensation

Key Employees and Officers	Compensation	Other
Constantine Athanasuleas (Vice President)	$0	$0
Art Podell (Treasurer)	$0	$0
Gia Buckberg (Secretary)	$0	$0
Nicole Buckberg (President)	$0	$0
Larry Meyer (Director)	$0	$0
Elyse Wyman (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2021

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$27,095,081

Expenses

$1,062,298

Net Income

$26,032,783

Net Assets

$29,718,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$26,685,361	98.5%
Interest Revenue	$91,529	0.3%
Dividends	$175,945	0.6%
Sales of Assets	$142,246	0.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,003,324	94.4%
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	$29,718,520
Total Liabilities	$0
Net Assets	$29,718,520

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Revenue

$420,124

Expenses

$954,787

Net Income

-$534,663

Net Assets

$3,685,737

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	23.8%
Interest Revenue	$1,937	0.5%
Dividends	$135,805	32.3%
Sales of Assets	$182,382	43.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$876,810	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	$3,685,737
Total Liabilities	$0
Net Assets	$3,685,737

Compensation

Key Employees and Officers	Compensation	Other
Constantine Athanasuleas (Ceo/Director)	$0	$0
Lowell Offer (Secretary)	$0	$0
Art Podell (Cfo)	$0	$0

990-PF

Filed on Nov. 12, 2019

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$478,248

Expenses

$684,311

Net Income

-$206,063

Net Assets

$4,220,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$144,000	30.1%
Interest Revenue	$826	0.2%
Dividends	$117,862	24.6%
Sales of Assets	$215,560	45.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$604,947	88.4%
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	$4,220,400
Total Liabilities	$0
Net Assets	$4,220,400

Compensation

Key Employees and Officers	Compensation	Other
Constantine Athanasuleas (Ceo/Director)	$0	$0
Lowell Offer (Secretary)	$0	$0
Art Podell (Cfo)	$0	$0

990-PF

Filed on Nov. 14, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$3,521,165

Expenses

$651,705

Net Income

$2,869,460

Net Assets

$4,426,463

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$59	0.0%
Dividends	$73,457	2.1%
Sales of Assets	$3,447,649	97.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$608,566	93.4%
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	$4,426,463
Total Liabilities	$0
Net Assets	$4,426,463

Compensation

Key Employees and Officers	Compensation	Other
Constantine Athanasuleas (Ceo/Director)	$0	$0
Gerald D Buckberg (President/Director)	$0	$0
Saleh Saleh (Secretary)	$0	$0
Art Podell (Cfo)	$0	$0

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990-PF

Filed on Nov. 15, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$143,500

Expenses

$397,698

Net Income

-$254,198

Net Assets

$1,557,003

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$34	0.0%
Dividends	$52,690	36.7%
Sales of Assets	$90,776	63.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$363,837	91.5%
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	$1,557,003
Total Liabilities	$0
Net Assets	$1,557,003

Compensation

Key Employees and Officers	Compensation	Other
Constantine Athanasuleas (Ceo/Director)	$0	$0
Gerald D Buckberg (President/Director)	$0	$0
Saleh Saleh (Secretary)	$0	$0
Art Podell (Cfo)	$0	$0

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990-PF

Filed on Nov. 15, 2016

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$476,791

Expenses

$32,639

Net Income

$444,152

Net Assets

$1,952,656

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$452,184	94.8%
Interest Revenue	$3	0.0%
Dividends	$23,938	5.0%
Sales of Assets	$666	0.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$26,280	80.5%
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	$1,952,656
Total Liabilities	$0
Net Assets	$1,952,656

990-PF

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

PDF

Fiscal Year Ending Nov.
2014

Revenue

$376,864

Expenses

$362,505

Net Income

$14,359

Net Assets

$1,508,504

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	26.5%
Interest Revenue	$557	0.1%
Dividends	$38,435	10.2%
Sales of Assets	$237,872	63.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$331,365	91.4%
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	$1,508,504
Total Liabilities	$0
Net Assets	$1,508,504

990-PF

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

PDF

Fiscal Year Ending Nov.
2013

Revenue

$50,787

Expenses

$262,419

Net Income

-$211,632

Net Assets

$1,494,145

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,940	19.6%
Dividends	$30,122	59.3%
Sales of Assets	$10,673	21.0%
Other Income	$52	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$240,047	91.5%
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	$1,494,145
Total Liabilities	$0
Net Assets	$1,494,145

990-PF

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

PDF

Fiscal Year Ending Nov.
2012

Revenue

$526,047

Expenses

$375,406

Net Income

$150,641

Net Assets

$1,705,777

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	76.0%
Interest Revenue	$12,959	2.5%
Dividends	$24,206	4.6%
Sales of Assets	$88,882	16.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$354,035	94.3%
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	$1,705,777
Total Liabilities	$0
Net Assets	$1,705,777

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$105,192

Expenses

$210,543

Net Income

-$105,351

Net Assets

$1,555,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,001	28.5%
Dividends	$17,724	16.8%
Sales of Assets	$57,467	54.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$185,104	87.9%
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	$1,555,136
Total Liabilities	$0
Net Assets	$1,555,136

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending Nov.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Nov.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

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Raw filing data. Includes EINs and summary financials as structured data.
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The L B Research And Education Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.35M (2024)

Expenses $1.92M (2024)

Total Assets $32M (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

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

Compensation

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 Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Revenue

$1.35M (2024)

Expenses

$1.92M (2024)

Total Assets

$32M (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 Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
2010

Fiscal Year Ending Nov.
2009

Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
2007

Fiscal Year Ending Nov.
2006

Fiscal Year Ending Nov.
2005

Fiscal Year Ending Nov.
2004

Fiscal Year Ending Nov.
2003

Fiscal Year Ending Nov.
2002