The Lb Research and Education

ASHEVILLE, NC EIN: 95-4664361

Financial Overview

From 2024 IRS Form 990-PF

Total Assets

$32.0M

-1.8% YoY

Annual Giving

$1.5M

-1.3% YoY

Grant Count

26

-3.7% YoY

Avg Grant Size

$59K

+2.5% YoY

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Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M20202021202220232024
Metric202420232022
Total Assets$32,036,011$32,607,471$34,574,529
Revenue$1,347,335$-35,055$1,159,531
Expenses$1,918,795$1,932,003$2,047,679
Qualifying Distributions$1,583,965$1,658,783$1,709,292
Net Investment Income$1,090,772$619,443$821,144
Distributable Amount$1,814,254$1,696,230$1,748,944

Giving Over Time

Total grant dollars and number of grants per year

$0$396K$791K$1M$2M9 grants202014 grants202126 grants202227 grants202326 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

UNIVERSITY OF CINCINNATI…$420KOHIO STATE UNIVERSITY FO…$300KHARMONY PROJECT OF LOS A…$100KBLALOCK FOUNDATION$60KCATALYST FOR CHANGE$60KOASIS - A HAVEN FOR WOME…$50KTHE LIME FOUNDATION$50KYOUTH MENTORING CONNECTION$50KCALIFORNIA ACADEMY OF SC…$40KHER RESILIENCY NETWORK$40K

Grant Size Distribution

102 grants across all recorded years

62<$50K23$50–100K7$100–250K10$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Who else does The Lb Research and Education fund?

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Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

PETER MARKSEXECUTIVE DIRECTOR$78K

From 2024 filing

NameTitleHoursCompensation
CONSTANTINE ATHANASULEASDIRECTOR
MARK DOHERTYTREASURER
GIA BUCKBERGSECRETARY
NICOLE BUCKBERGPRESIDENT
LARRY MEYERDIRECTOR
ELYSE WYMANDIRECTOR
PATRICIA FULKERSONDIRECTOR
ART PODELLDIRECTOR
PETER MARKSEXECUTIVE DIRECTOR20$78,268

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

21states
+13 more states

Cities

AlexandriaAshevilleAthensAtlantaBendBethesdaBeverly HillsBig TimberBostonCharlestonCharlotteCincinnatiClaremontClevelandColumbusEugeneHamptonLincolnLos AngelesMemphis

Data last updated March 2026. Sourced from IRS Form 990-PF filings.

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