Lerner Family Foundation

Private foundation · Grantmaker Winter Park, FL EIN: 20-2550588

The Lerner Family Foundation is a private foundation based in Winter Park, Florida. Its 2024 filings report grants to organizations involved in Alzheimer’s research, children’s healthcare, family support during children’s healthcare, and support for military personnel and their families.

Lerner Family Foundation at a glance

Total assets
$383,860
+10.0% vs 2024
Revenue (2025)
$37,291
+37.5% vs 2024
Net investment income (2025)
$35,203
+57.1% vs 2024
Expenses (2025)
$2,400
-82.1% vs 2024
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Lerner Family Foundation

Accepts unsolicited proposals
No
How to Apply

The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations.

Contact

Mailing address: 643 Pansy Avenue, Winter Park, FL 32789
Phone: (941) 914-7300

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Lerner Family Foundation funds

How this funder distributes its grants

Grant Size Distribution

39 grants across all recorded years

39<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 39 grants of 39 (100%).

Geographic Focus

Where this funder awards grants

The foundation is based in Winter Park, Florida. The listed 2024 grantees are located in Massachusetts, Florida, Illinois, and Virginia.

Grant Distribution by State

10states
+2 more states

Cities

ChicagoSarasotaOviedoWashingtonMemphisPort ChesterWinter ParkArlingtonAtlantaOakleyTampaWellesley HillsAltamonte SpringsBradentonEustisNew YorkPhoenixThonotosassaVirginia Beach

Is Lerner Family Foundation open to new grantees?

20%

first-time grantees, 2024

In 2024, 2 of 10 grantees (20%) were first-time recipients. With only 10 grantees, that is a small sample: one grantee more or less moves the share by about 10 points. First grants averaged $3K; repeat grants $263. How we count

Medians: $3K first-time, $200 repeat.

  • 80% of 2024 grantees were also funded in 2023. Method
  • Giving fell 59% from 2021 to 2024. Method
  • In 2024 it paid out 51% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K6 grants2020 3 grants2021 9 grants2022 17 grants2023 10 grants2024 0 grants2025

From 2020 to 2024, annual grant giving ranged from $9K (2024) to $140K (2020). In 2024 it made 10 grants totaling $9K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Strive New York, NYGeneral$6,500
Alzheimers Disease Research Foundation Wellesley Hills, MAGeneral$500
Trinity Prep Winter Park, FLGeneral$500
International Fellowship of Christians and Jews Chicago, ILGeneral$400
Shriners Hospitals for Children Tampa, FLGeneral$300
Alzheimer's Association Chicago, ILGeneral$100
Habitat for Humanity International Atlanta, GAGeneral$100
Ronald McDonald House Charities Inc Chicago, ILGeneral$100
St Jude's Childrens Hospital Memphis, TNGeneral$100
United Service Organizations Inc Arlington, VAGeneral$100
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$383,860$37,291$2,400———$35,203$24,439
2024$348,969$27,111$13,397$8,70010$11,461$22,414$22,412
2023$335,255$16,328$15,203$10,77517$13,341$11,900$19,639
2022$334,130$29,035$29,132$25,3009$27,620$25,203$19,620
2021$334,227$23,189$24,895$21,0003$23,150$19,294$22,363
2020$335,933$7,512$143,329$139,6006—$6,396$19,907

Under IRS private-foundation payout rules, Lerner Family Foundation reported a distributable amount of $24K for 2025 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its reported 2024 grants included support for organizations whose own stated missions include funding Alzheimer’s disease research, providing compassionate care to children, removing barriers for families whose children need healthcare, and strengthening the well-being of people serving in the military and their families.

Grantmaking

In 2024, the foundation reported giving $8,700 through 10 grants, an average of $870 per grant. In 2023, it reported $10,775 through 17 grants, averaging about $634 per grant. The 2025 filing reports no grants.

Among the reported 2024 grants, Alzheimer’s Disease Research Foundation received $500, Shriners Hospitals for Children received $300, Ronald McDonald House Global received $100, and United Service Organizations Inc. received $100.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Sharon Lerner as director.

Lerner Family Foundation is led by Sharon Lerner, Director on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Sharon Lerner

    Director

    On filings since 2020

    3 hrs/week

    No compensation reported

Former officers (4)
  • Former: Brittney Bezirgan (2020–2022) — Director
  • Former: Donald Lerner (2020–2022) — Director
  • Former: Michael Lerner (2020–2022) — Director
  • Former: Yasir Bezirgan (2020–2022) — Director

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Lerner Family Foundation

How large is Lerner Family Foundation?

Lerner Family Foundation reported $384K in total assets on its 2025 IRS Form 990-PF. Its revenue that year was $37K.

What does Lerner Family Foundation fund?

No mission statement for the foundation is provided. See mission & focus areas ↑

How do I apply for a grant from Lerner Family Foundation?

The foundation does not accept unsolicited requests for funds and states that it contributes only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

Where does Lerner Family Foundation make grants?

The foundation is based in Winter Park, Florida. The listed 2024 grantees are located in Massachusetts, Florida, Illinois, and Virginia.

How much is Lerner Family Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, Lerner Family Foundation reported a distributable amount of $24K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lerner Family Foundation's EIN?

Lerner Family Foundation's EIN (Employer Identification Number) is 20-2550588. IRS Form 990 filing data is available on this page for 2020–2025.

Does Lerner Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

Data update history

(6)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS July 14, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 11, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 8, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 1, 2025)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 10, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 13, 2026)

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Lerner Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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