Lyn and Daniel Lerner Charitable Trust
Lyn and Daniel Lerner Charitable Trust is a private foundation, based in Pittsburgh, PA. IRS filing data is available for 2025. As of 2025, the organization holds $7.9M in total assets. In 2025, it awarded 12 grants totaling $849K. Net investment income was $323K.
Key facts about Lyn and Daniel Lerner Charitable Trust
In short: Lyn and Daniel Lerner Charitable Trust gave $849K across 12 grants in 2025 (avg $71K), top state California. Source: 2025 IRS Form 990-PF.
- EIN
- 38-7333511
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $848,759
- Grants made (2025)
- 12
- Average grant
- $70,730
- Median grant
- $22,710
- Total assets
- $7,907,931
- Primary geography
- California (35% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$7.9M
Annual Giving
$849K
Grant Count
12
Avg Grant Size
$71K
Under IRS private-foundation payout rules, Lyn and Daniel Lerner Charitable Trust reported a distributable amount of $385K for 2025 — the minimum it must pay out in qualifying distributions.
How Lyn and Daniel Lerner Charitable Trust gives
- In 2025 it paid out 223% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 12 itemized 2025 grant dollars.
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
12 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| MIDCOAST MAINE HUMANE Brunswick, ME | PROVIDE FUNDS TO PROMOTE THE WORK OF THE CHARITY | $250,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA Los Angeles, CA | PROVIDE FUNDS TO PROMOTE THE WORK OF THE CHARITY | $250,000 |
| LOWER EASTSIDE GIRLS CLUB New York, NY | PROVIDE FUNDS TO PROMOTE THE WORK OF THE CHARITY | $210,000 |
| NEW YORK PUBLIC RADIO New York, NY | PROVIDE FUNDS TO PROMOTE THE WORK OF THE CHARITY | $25,000 |
| US DREAM ACADEMY INC Silver Spring, MD | PROVIDE FUNDS TO PROMOTE THE WORK OF THE CHARITY | $25,000 |
| CLOSE TIES LEADERSHIP PROGRAM Atlanta, CA | PROVIDE FUNDS TO PROMOTE THE WORK OF THE CHARITY | $22,920 |
| ONE ARCHIVES FOUNDATION West Hollywood, CA | PROIVDE FUNDS TO PROMOTE THE WORK OF THE CHARITY | $22,500 |
| LAMBDA LEGAL DEFENSE AND EDUCATION FUND New York, NY | PROVIDE FUNDS TO PROMOTE THE WORK OF THE CHARITY | $10,420 |
| COASTAL MAINE BOTANICAL GARDENS Boothbay, ME | PROVIDE FUNDS TO PROMOTE THE WORK OF THE CHARITIY | $10,000 |
| CENTRAL LINCOLN COUNTRY YMCA Damariscotta, ME | PROVIDE FUNDS TO PROMOTE THE WORK OF THE CHARITY | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 |
|---|---|
| Total Assets | $7,907,931 |
| Revenue | $322,678 |
| Expenses | $857,426 |
| Qualifying Distributions | $857,426 |
| Net Investment Income | $322,678 |
| Distributable Amount | $384,981 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
Leadership & Key People
Officers and directors from IRS filings
Lyn and Daniel Lerner Charitable Trust is led by Paul D. Lerner, Chairman & Foundation Manager on the 2025 filing; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Paul D. Lerner
Chairman & Foundation Manager
New on the 2025 filing
2 hrs/week
No compensation reported
Ann M. Poole
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Julie M. Lerner
Trustee
New on the 2025 filing
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 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 Lyn and Daniel Lerner Charitable Trust
How much does Lyn and Daniel Lerner Charitable Trust give each year?
Lyn and Daniel Lerner Charitable Trust gave $849K across 12 grants in 2025, according to its 2025 IRS Form 990-PF.
What is Lyn and Daniel Lerner Charitable Trust's typical grant size?
Lyn and Daniel Lerner Charitable Trust's median grant in 2025 was $22,710, and its average grant was $70,730, across 12 grants on its 2025 IRS Form 990-PF.
Where does Lyn and Daniel Lerner Charitable Trust give grants?
Lyn and Daniel Lerner Charitable Trust's top state is California, with 35% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were Maine (33%) and New York (29%). The most frequent recipient cities were New York, NY (3 grants) and Damariscotta, ME (2 grants).
Does Lyn and Daniel Lerner Charitable Trust give general operating support?
Not in 2025: none of the 12 grants with a stated purpose on Lyn and Daniel Lerner Charitable Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Provide Funds to Promote the Work of the Charity" (10 grants).
Who are Lyn and Daniel Lerner Charitable Trust's largest grantees?
Lyn and Daniel Lerner Charitable Trust's largest 2025 grantees include Midcoast Maine Humane ($250,000), University of Southern California ($250,000) and Lower Eastside Girls Club ($210,000), according to its 2025 IRS Form 990-PF. Together they received 84% of its itemized 2025 grant dollars.
How large is Lyn and Daniel Lerner Charitable Trust?
Lyn and Daniel Lerner Charitable Trust reported $7.9M in total assets on its 2025 IRS Form 990-PF. It paid out $857K in qualifying distributions that year, against a required minimum of $385K (roughly 5% of its investment assets).
What is Lyn and Daniel Lerner Charitable Trust's EIN?
Lyn and Daniel Lerner Charitable Trust's EIN (Employer Identification Number) is 38-7333511. IRS Form 990 filing data is available on this page for 2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
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