The Annette M Lerner and Theodore N
The Annette M and Theodore N Lerner Family Foundation is a private grantmaking foundation established in 1988 and based in Rockville, Maryland. The foundation supports a wide range of organizations with special emphasis on causes related to Judaism and education.
Key facts about The Annette M Lerner and Theodore N
In short: The Annette M Lerner and Theodore N gave $757K across 32 grants in 2024 (avg $24K), mostly in Maryland. 31% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 52-1528436
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $756,928
- Grants made (2024)
- 32
- Average grant
- $23,654
- Median grant
- $10,000
- New grantees (estimate)
- 31% first-time grantees (10 of 32, 2024)
- Total assets
- $223,593
- Primary geography
- Maryland (64% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Quick answers about The Annette M Lerner and Theodore N
How much does The Annette M Lerner and Theodore N give each year?
The Annette M Lerner and Theodore N gave $757K across 32 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.1M across 37 grants.
What is The Annette M Lerner and Theodore N's typical grant size?
The Annette M Lerner and Theodore N's median grant in 2024 was $10,000, and its average grant was $23,654, across 32 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Annette M Lerner and Theodore N that year got $7K on average.
Where does The Annette M Lerner and Theodore N give grants?
The Annette M Lerner and Theodore N gives mostly in Maryland: 64% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was District of Columbia (28%). The most frequent recipient cities were Washington, DC (15 grants), New York, NY (3 grants), Chevy Chase, MD (2 grants) and Rockville, MD (2 grants).
Does The Annette M Lerner and Theodore N give general operating support?
Yes: 22% of The Annette M Lerner and Theodore N's 2024 grants with a stated purpose (7 of 32) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Annette M Lerner and Theodore N's largest grantees?
The Annette M Lerner and Theodore N's largest 2024 grantees include Jewish Federation of Greater Washington ($200,000), Ohr Kodesh Congregation ($166,028) and Bender JCC of Greater Washington ($60,000), according to its 2024 IRS Form 990-PF. Together they received 56% of its itemized 2024 grant dollars.
Is The Annette M Lerner and Theodore N open to new grantees?
31%
first-time grantees, 2024
In 2024, 10 of 32 grantees (31%) were first-time recipients. First grants averaged $7K; repeat grants $31K. How we count
Medians: $5K first-time, $10K repeat.
- 53% of 2024 grantees were also funded in 2023. Method
- Giving fell 55% from 2021 to 2024. Method
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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.
Next steps with The Annette M Lerner and Theodore N
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$224K
-18.4% YoY
Annual Giving
$757K
-31.4% YoY
Grant Count
32
-13.5% YoY
Avg Grant Size
$24K
-20.6% YoY
Under IRS private-foundation payout rules, The Annette M Lerner and Theodore N reported a distributable amount of $19K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding areas include:
- Judaism and Jewish causes — including support for Jewish Federation programs and congregational projects
- Education — particularly higher education institutions
- Healthcare and medical research — including cancer centers and palliative care initiatives
- Youth development and baseball — through partnerships with baseball-related youth programs
- Community philanthropy — supporting various charitable initiatives in the Washington metropolitan area
Grantmaking
The foundation primarily funds support for the Kimmel Cancer Center, the Lerner Family Palliative Care Fellowship, Hillel Building Fund Capital Campaign, and the establishment of Lerner Family Endowed Opportunities. Johns Hopkins University is among the foundation's grantees.
Grant Range
$500–$232,100
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on the District of Columbia, Maryland, and New York.
Grant Distribution by State
Share of all 32 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
Most Recent Financial Data (2023):
- Total assets: $273,905
- Total revenues: $532,289
- Total expenses: $1,106,255
- Number of employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $223,593 | $273,905 | $847,871 |
| Revenue | $711,195 | $532,289 | $1,507,432 |
| Expenses | $761,507 | $1,106,255 | $1,268,960 |
| Qualifying Distributions | $758,767 | $1,105,677 | $1,262,729 |
| Net Investment Income | $10,455 | $13,074 | $6,907 |
| Distributable Amount | $18,590 | $25,039 | $31,916 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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 2024
Grant Size Distribution
220 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| JEWISH FEDERATION OF GREATER WASHINGTON North Bethesda, MD | SUPPORT JEWISH FEDERATION PROGRAMS | $200,000 |
| OHR KODESH CONGREGATION Chevy Chase, MD | CONTRIBUTION TO THE AV REPLACEMENT PROJECT | $166,028 |
| BENDER JCC OF GREATER WASHINGTON Rockville, MD | SUPPORT VARIOUS EVENTS FOR JEWISH COMMUNITY - CAMP JCC AND SPECIAL NEEDS PROGRAMS | $60,000 |
| SIXTH & I SYNAGOGUE INC Washington, DC | BOARD GIFT AND GENERAL OPERATING SUPPORT | $50,000 |
| MILTON GOTTESMAN JEWISH DAY SCHOOL Washington, DC | SUPPORT THE SCHOOL PROGRAMS | $25,000 |
| A WIDER CIRCLE INC Kensington, MD | GENERAL OPERATING SUPPORT - HELP INDIVIDUALS & FAMILIES TO RISE OUT OF POVERTY | $20,000 |
| CROHNS AND COLITIS FOUNDATION OF AMERICA New York, NY | SUPPORT THE MISSION TO CURE CROHN'S DISEASE AND SUPPORT THE GOLF FORE GUTS EVENT | $20,000 |
| THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM Washington, DC | SUPPORT MUSEUM PROGRAMS | $19,000 |
| DC VOLUNTEER LAWYERS PROJECT Washington, DC | PROVIDE LEGAL SERVICE TO DOMESTIC VIOLENCE VICTIMS & AT-RISK CHILDREN IN DC AREA | $15,000 |
| EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC Washington, DC | 2024 SPRING GALA & GENERAL SUPPORT THE JEWISH COMMUNITY'S PROGRAMS AND EVENTS | $14,900 |
Leadership & Key People
Officers and directors from IRS filings
The Annette M Lerner and Theodore N is led by Marla L. Tanenbaum, President & Director on every filing since 2020; 1 of 4 officers listed in 2024 is compensated.
Officers on the 2024 filing
Marla L. Tanenbaum
President & Director
On filings since 2020
8 hrs/week
$6K (2022) → $1K (2024)
Mark D. Lerner
V. President & Director
On filings since 2020
2 hrs/week
No compensation reported
Annette M. Lerner
Treasurer & Director
On filings since 2020
1 hr/week
No compensation reported
Debra L. Cohen
Secretary & Director
On filings since 2020
2 hrs/week
No compensation reported
Former officers (1)
- Former: Theodore N. Lerner (2020–2022) — Director
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
Recent News & Activity
Recent developments and announcements
The foundation has demonstrated ongoing commitment to youth development and community impact through its support of Washington Nationals Philanthropies, which operates the Washington Nationals Youth Baseball Academy—a year-round program serving children in underserved areas of Washington, D.C. The foundation's support has contributed to initiatives including meal distribution partnerships during the COVID-19 pandemic and continued investment in youth baseball programming.
Nationals Philanthropies Honors Theodore N. Lerner at Nationals Night4GoodFrequently Asked Questions
What does The Annette M Lerner and Theodore N fund?
The foundation's primary funding areas include: • **Judaism and Jewish causes** — including support for Jewish Federation programs and congregational projects • **Education** — particularly higher education institutions • **Healthcare and medical research** — including cancer centers and palliative care initiatives • **Youth development and baseball** — through partnerships with baseball-related youth programs • **Community philanthropy** — supporting various charitable initiatives in the Washi…
How do I apply for a grant from The Annette M Lerner and Theodore N?
**Grant Activity (2023):** • Made 58 grants in 2023 • Total giving: $756,928 • Grant range: $500–$232,100 • Notable recent grants include: • $232,100 to Washington Nationals Philanthropies for youth baseball opportunities • $200,000 to Jewish Federation of Greater Washington for federation programs • $140,000 to Ohr Kodesh Congregation for capital project support **Focus Areas:** The foundation primarily funds support for the Kimmel Cancer Center, the Lerner Family Palliative Care Fellowship, H…
How much is The Annette M Lerner and Theodore N required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Annette M Lerner and Theodore N reported a distributable amount of $19K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Annette M Lerner and Theodore N's EIN?
The Annette M Lerner and Theodore N's EIN (Employer Identification Number) is 52-1528436. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.