The Herbert J and Dianne J Lerner
The Herbert J and Dianne J Lerner is a private foundation, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. In 2024, it awarded 3 grants totaling $220K. Net investment income was $34K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$220K
+622.9% YoY
Grant Count
3
-66.7% YoY
Avg Grant Size
$73K
+2068.6% YoY
Under IRS private-foundation payout rules, The Herbert J and Dianne J Lerner reported a distributable amount of $20K for 2024 — the minimum it must pay out in qualifying distributions.
About The Herbert J and Dianne J Lerner
Based on IRS filings
The Herbert J and Dianne J Lerner is a private foundation, based in WASHINGTON, DC. IRS filing data is available from 2020 through 2024. In 2024, it awarded 3 grants totaling $220K. Net investment income was $34K.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | — | $186,623 | $204,164 |
| Revenue | $39,433 | $16,037 | $28,922 |
| Expenses | $226,056 | $33,578 | $29,951 |
| Qualifying Distributions | $220,471 | $30,500 | $26,800 |
| Net Investment Income | $34,033 | $13,328 | $26,513 |
| Distributable Amount | $20,470 | $19,581 | $20,129 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Schwab Charitable Fund ($159,181), Schwab Charitable Fund ($58,290), Children of Difference Foundation ($3,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Schwab Charitable Fund San Francisco, CA | General | $58,290 |
| Children of Difference Foundation Palm Beach, FL | General | $3,000 |
| Schwab Charitable Fund San Francisco, CA | General | $159,181 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Herbert J Lerner | Trustee | 1 | — |
| Dianne J Lerner | Trustee | 1 | — |
Frequently Asked Questions
Where does The Herbert J and Dianne J Lerner operate?
The Herbert J and Dianne J Lerner has awarded grants in California, District of Columbia, Florida, Maryland, New Jersey.
What size grants does The Herbert J and Dianne J Lerner award?
In 2024, The Herbert J and Dianne J Lerner awarded 3 grants totaling $220K — an average of about $73K per grant, based on its IRS Form 990 filings.
How much is The Herbert J and Dianne J Lerner required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Herbert J and Dianne J Lerner reported a distributable amount of $20K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Herbert J and Dianne J Lerner's EIN?
The Herbert J and Dianne J Lerner's EIN (Employer Identification Number) is 52-1466842. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.