Lerner Family Foundation Inc
Lerner Family Foundation Inc is a private foundation, based in SALISBURY, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.2M in total assets. In 2025, it awarded 1 grants totaling $355K. Net investment income was $828K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.2M
+7.9% YoY
Annual Giving
$355K
+5.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$355K
+5.4% YoY
Under IRS private-foundation payout rules, Lerner Family Foundation Inc reported a distributable amount of $385K for 2025 — the minimum it must pay out in qualifying distributions.
About Lerner Family Foundation Inc
Based on IRS filings
Lerner Family Foundation Inc is a private foundation, based in SALISBURY, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.2M in total assets. In 2025, it awarded 1 grants totaling $355K. Net investment income was $828K.
Ready to take the next step with Lerner Family Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,197,119 | $5,741,091 | $5,405,233 |
| Revenue | $916,671 | $750,006 | $25,302 |
| Expenses | $461,363 | $414,148 | $417,944 |
| Qualifying Distributions | $359,246 | $340,880 | $344,773 |
| Net Investment Income | $827,520 | $678,118 | $99,266 |
| Distributable Amount | $385,425 | $359,823 | $341,598 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include See Attached Schedule ($355,000).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED SCHEDULE SEE SCHEDULE ATTACHED, NC | OPERATING SUPPORT | $355,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| RICHARD LERNER | PRES./TREA./ | — | — |
| AMANDA LERNER | SECRETARY/DI | — | — |
| DENA LERNER | DIRECTOR | — | — |
| MARLY LERNER | DIRECTOR | — | — |
| CARLY KORMAN | DIRECTOR | — | — |
Frequently Asked Questions
How large is Lerner Family Foundation Inc?
As of 2025, Lerner Family Foundation Inc holds $6.2M in total assets with $917K in annual revenue. It awarded 1 grants totaling $355K in 2025.
Where does Lerner Family Foundation Inc operate?
Lerner Family Foundation Inc has awarded grants in North Carolina.
What size grants does Lerner Family Foundation Inc award?
In 2025, Lerner Family Foundation Inc awarded 1 grants totaling $355K — an average of about $355K per grant, based on its IRS Form 990 filings.
How much is Lerner Family Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Lerner Family Foundation Inc reported a distributable amount of $385K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lerner Family Foundation Inc's EIN?
Lerner Family Foundation Inc's EIN (Employer Identification Number) is 56-1720870. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Lerner Family Foundation Inc's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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