The Lerman Family Foundation
The Lerman Family Foundation is a private foundation focused on Arts and culture, based in PHILADELPHIA, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $6.0M in total assets. In 2025, it awarded 3 grants totaling $324K. Net investment income was $221K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.0M
-1.4% YoY
Annual Giving
$324K
+7.5% YoY
Grant Count
3
+0.0% YoY
Avg Grant Size
$108K
+7.5% YoY
Under IRS private-foundation payout rules, The Lerman Family Foundation reported a distributable amount of $366K for 2025 — the minimum it must pay out in qualifying distributions.
About The Lerman Family Foundation
Based on IRS filings
The Lerman Family Foundation is a private foundation focused on Arts and culture, based in PHILADELPHIA, PA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $6.0M in total assets. In 2025, it awarded 3 grants totaling $324K. Net investment income was $221K.
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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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,040,858 | $6,127,738 | $6,775,531 |
| Revenue | $310,303 | $-173,909 | $338,121 |
| Expenses | $444,350 | $468,682 | $547,737 |
| Qualifying Distributions | $354,687 | $330,455 | $358,524 |
| Net Investment Income | $220,640 | — | $141,695 |
| Distributable Amount | $365,830 | $351,179 | $334,444 |
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 2025
Grant Size Distribution
18 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Jewish Communal Fund ($302,216), David Lerman & Shelley Wallock - Donor Advised Fund ($20,000), Chevra Kadisha of Alliance ($1,800).
| Recipient | Purpose | Amount |
|---|---|---|
| CHEVRA KADISHA OF ALLIANCE VINELAND, NJ | GENERAL SUPPORT | $1,800 |
| DAVID LERMAN & SHELLEY WALLOCK - DONOR ADVISED FUND PHILADELPHIA, PA | GENERAL SUPPORT | $20,000 |
| JEWISH COMMUNAL FUND NEW YORK, NY | GENERAL SUPPORT | $302,216 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| DAVID LERMAN | TRUSTEE | 0.25 | — |
| JEANETTE LERMAN NEUBAUER | TRUSTEE | 0.25 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is The Lerman Family Foundation?
The Lerman Family Foundation is a private foundation focused on Arts and culture, based in PHILADELPHIA, PA. It holds $6.0M in total assets as of 2025.
How large is The Lerman Family Foundation?
As of 2025, The Lerman Family Foundation holds $6.0M in total assets with $310K in annual revenue. It awarded 3 grants totaling $324K in 2025.
Where does The Lerman Family Foundation operate?
The Lerman Family Foundation has awarded grants in District of Columbia, New Jersey, New York, Pennsylvania.
What size grants does The Lerman Family Foundation award?
In 2025, The Lerman Family Foundation awarded 3 grants totaling $324K — an average of about $108K per grant, based on its IRS Form 990 filings.
How much is The Lerman Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, The Lerman Family Foundation reported a distributable amount of $366K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Lerman Family Foundation's EIN?
The Lerman Family Foundation's EIN (Employer Identification Number) is 51-0169039. IRS Form 990 filing data is available on this page for 2021–2025.
Explore Open Grants
Browse active grant opportunities in The Lerman Family Foundation'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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