Robert Lemelson And Susan Morse Lemelson Family Foundation

Pacific Plsds, CA
Tax-exempt since Oct. 2000
EIN: 95-4774899

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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

$38k (2024)

Expenses

$51.1k (2024)

Total Assets

$491k (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 Nov.
2024

Revenue

$37,963

Expenses

$51,132

Net Income

-$13,169

Net Assets

$491,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$893	2.4%
Dividends	$11,362	29.9%
Sales of Assets	$25,708	67.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$46,407	90.8%
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	$491,091
Total Liabilities	$0
Net Assets	$491,091

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on July 30, 2025

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

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Schedules ▼

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Fiscal Year Ending Nov.
2023

Revenue

$49,845

Expenses

$51,029

Net Income

-$1,184

Net Assets

$504,260

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,430	4.9%
Dividends	$11,965	24.0%
Sales of Assets	$35,450	71.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,132	84.5%
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	$504,260
Total Liabilities	$0
Net Assets	$504,260

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on Oct. 8, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

$39,463

Expenses

$112,723

Net Income

-$73,260

Net Assets

$505,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$133	0.3%
Dividends	$17,559	44.5%
Sales of Assets	$21,771	55.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$91,247	80.9%
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	$505,444
Total Liabilities	$0
Net Assets	$505,444

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on Jan. 31, 2023

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

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XML

Fiscal Year Ending Nov.
2021

Revenue

$24,040

Expenses

$950

Net Income

$23,090

Net Assets

$578,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$10,381	43.2%
Sales of Assets	$13,654	56.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$578,704
Total Liabilities	$0
Net Assets	$578,704

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on Oct. 16, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

$27,524

Expenses

$32,023

Net Income

-$4,499

Net Assets

$555,613

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$69	0.3%
Dividends	$11,019	40.0%
Sales of Assets	$16,436	59.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,754	96.0%
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	$555,614
Total Liabilities	$1
Net Assets	$555,613

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on Oct. 16, 2021

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2019

Revenue

$21,114

Expenses

$54,774

Net Income

-$33,660

Net Assets

$560,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$309	1.5%
Dividends	$15,287	72.4%
Sales of Assets	$5,518	26.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$47,793	87.3%
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	$560,113
Total Liabilities	$1
Net Assets	$560,112

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on Oct. 7, 2020

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

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XML

Fiscal Year Ending Nov.
2018

Revenue

$11,379

Expenses

$36,887

Net Income

-$25,508

Net Assets

$593,964

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$333	2.9%
Dividends	$11,046	97.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$36,240	98.2%
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	$593,964
Total Liabilities	$0
Net Assets	$593,964

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on May 23, 2019

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

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Fiscal Year Ending Nov.
2017

Revenue

$8,151

Expenses

$32,276

Net Income

-$24,125

Net Assets

$619,297

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$258	3.2%
Dividends	$7,893	96.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,715	98.3%
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	$619,297
Total Liabilities	$0
Net Assets	$619,297

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on Oct. 16, 2018

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

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PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$16,420

Expenses

$7,254

Net Income

$9,166

Net Assets

$643,422

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$125	0.8%
Dividends	$14,315	87.2%
Sales of Assets	$1,980	12.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,050	28.3%
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	$643,422
Total Liabilities	$0
Net Assets	$643,422

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on Sept. 16, 2017

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$21,518

Expenses

$1,341

Net Income

$20,177

Net Assets

$634,263

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.2%
Dividends	$9,656	44.9%
Sales of Assets	$11,827	55.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$50	3.7%
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	$634,263
Total Liabilities	$0
Net Assets	$634,263

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on Oct. 17, 2016

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

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PDF (2 of 2)

Fiscal Year Ending Nov.
2014

Revenue

$124,264

Expenses

$18,198

Net Income

$106,066

Net Assets

$614,126

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$383	0.3%
Dividends	$2,254	1.8%
Sales of Assets	$121,627	97.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$11,010	60.5%
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	$614,126
Total Liabilities	$0
Net Assets	$614,126

Compensation

Key Employees and Officers	Compensation	Other
Robert Lemelson Phd (President)	$0	$0
Susan Morse Lemelson (Secretary & Treasurer/Cfo)	$0	$0

990-PF

Filed on Oct. 13, 2015

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

$33,879

Expenses

$14,343

Net Income

$19,536

Net Assets

$508,060

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.1%
Dividends	$14,108	41.6%
Sales of Assets	$19,748	58.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,801	33.5%
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	$508,060
Total Liabilities	$0
Net Assets	$508,060

990-PF

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

PDF

Fiscal Year Ending Nov.
2012

Revenue

$10,856

Expenses

$32,007

Net Income

-$21,151

Net Assets

$488,524

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400	3.7%
Interest Revenue	$36	0.3%
Dividends	$13,241	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,500	48.4%
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	$488,524
Total Liabilities	$0
Net Assets	$488,524

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

-$1,361

Expenses

$30,485

Net Income

-$31,846

Net Assets

$509,675

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37
Dividends	$13,274
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$22,900	75.1%
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	$509,675
Total Liabilities	$0
Net Assets	$509,675

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.

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Updated November 19, 2025

Robert Lemelson And Susan Morse Lemelson Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $38k (2024)

Expenses $51.1k (2024)

Total Assets $491k (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Nov. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$38k (2024)

Expenses

$51.1k (2024)

Total Assets

$491k (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Nov.
2024

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2023

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2022

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2021

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2020

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2019

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2017

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2016

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2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

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2011

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