The Lerman Family Foundation

Private foundation · Grantmaker Philadelphia, PA EIN: 51-0169039
Arts and cultureMuseumsEducationHigher educationPhilanthropy

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.

The Lerman Family Foundation at a glance

In short: The Lerman Family Foundation gave $324K across 3 grants in 2025 (avg $108K), mostly in New York. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$324,016
+7.5% vs 2024
Grants made (2025)
3
+0.0% vs 2024
Average grant
$108,005
+7.5% vs 2024
Median grant
$20,000
Total assets
$6,040,858
-1.4% vs 2024
Primary geography
New York (93% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026.

Who The Lerman Family Foundation funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Jewish Communal Fund: $302KJewish Communal Fund$302KDavid Lerman & Shelley Wallock - Donor Advised Fund: $20KDavid Lerman & Shelley Wallock- Donor Advised Fund$20KChevra Kadisha of Alliance: $2KChevra Kadisha of Alliance$2K

The largest 2025 recipient was Jewish Communal Fund ($302K). Together the top 3 received $324K.

Grant Size Distribution

18 grants across all recorded years

12<$50K$50–100K2$100–250K4$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 12 grants of 18 (67%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

New YorkPhiladelphiaVinelandWashington

How The Lerman Family Foundation gives

  • Giving held roughly steady from 2022 to 2025 (+1%). Method
  • In 2025 it paid out 97% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

From the foundation's IRS Form 990-PF filings. Methodology.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K$400K4 grants2021 4 grants2022 4 grants2023 3 grants2024 3 grants2025

From 2021 to 2025, annual grant giving ranged from $301K (2024) to $326K (2023). In 2025 it made 3 grants totaling $324K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Jewish Communal Fund New York, NYGeneral Support$302,216
David Lerman & Shelley Wallock - Donor Advised Fund Philadelphia, PAGeneral Support$20,000
Chevra Kadisha of Alliance Vineland, NJGeneral Support$1,800
Your AI grants department

Ready to take the next step with The Lerman Family Foundation?

Fully replaces Grant database subscriptions Instrumentl · Foundation Directory · GrantStation & similar

Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$6,040,858$310,303$444,350$324,0163$354,687$220,640$365,830
2024$6,127,738$-173,909$468,682$301,4923$330,455—$351,179
2023$6,775,531$338,121$547,737$326,4324$358,524$141,695$334,444
2022$6,982,623$300,707$492,207$320,0004$368,840$166,980$374,490
2021$7,174,489$76,818$494,396$303,1604—$53,245$380,065

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.

Leadership & Key People

Officers and directors from IRS filings

The Lerman Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • David Lerman

    Trustee

    On filings since 2021

    0.3 hrs/week

    No compensation reported

  • Jeanette Lerman Neubauer

    Trustee

    On filings since 2021

    0.3 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2025. "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 The Lerman Family Foundation

How much does The Lerman Family Foundation give each year?

The Lerman Family Foundation gave $324K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $301K across 3 grants.

What is The Lerman Family Foundation's typical grant size?

The Lerman Family Foundation's median grant in 2025 was $20,000, and its average grant was $108,005, across 3 grants on its 2025 IRS Form 990-PF.

Where does The Lerman Family Foundation give grants?

The Lerman Family Foundation gives mostly in New York: 93% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Pennsylvania (6%).

Does The Lerman Family Foundation give general operating support?

Yes: 100% of The Lerman Family Foundation's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is The Lerman Family Foundation?

The Lerman Family Foundation reported $6.0M in total assets on its 2025 IRS Form 990-PF. It paid out $355K in qualifying distributions that year, against a required minimum of $366K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

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.

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.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

Data update history

(1)

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2021–2025

Explore Open Grants

Browse active grant opportunities in The Lerman Family Foundation's focus areas in our free grants database

Similar Funders

Funders with grantees in common, and similar funders in Pennsylvania

The Shimon Ben Joseph Foundation

San Francisco, CA

The foundation supports Jewish education, learning, and talent development for young people and families, including established programs and emerging approaches. Its 2024 grants had a median of $49,000, with awards ranging from $1,800 to $4 million, and it primarily funds U.S.-based work that benefits U.S. Jewish youth or educators. It funds preselected organizations by invitation and does not accept unsolicited requests.

Assets

$1.5B

Grants

264

Total Given

$63.0M

Performing Arts Foundation

Philadelphia, PA

Arts, Culture & Humanities

Assets

$3.9M

Grants

100

Total Given

$203K

Houston Jewish Community Foundation

Houston, TX

The Houston Jewish Community Foundation funds nonprofit organizations addressing community needs, including education, youth, basic needs, health, support for older adults, Israel programming, and innovative projects, with a focus on Greater Houston and grants also reaching organizations nationally. Its 2025 grants had a median of $14,000, though amounts varied widely; it accepts unsolicited community-grant requests through a Grant Abstract process, inviting selected applicants to submit a full application.

Assets

$179.9M

Grants

269

Total Given

$24.7M

The Granoff Family Foundation

Palm Beach, FL

Assets

$193K

Grants

92

Total Given

$115K

Jewish Community Foundation of Greater Metrowest NJ

Whippany, NJ

The Jewish Community Foundation of Greater MetroWest NJ supports Jewish community life and other charitable causes, including education, social services, emergency aid, and community initiatives, locally, nationally, and internationally. Its 2025 grants had a median of $17,400, though amounts varied widely and most giving is recommended by fundholders. It offers applications for specific grant opportunities, but its general policy on unsolicited requests is not stated.

Philanthropy, Voluntarism & Grantmaking

Assets

$648.3M

Grants

407

Total Given

$29.3M

Maalot

Lawrence, NY

MAALOT is a donor-advised fund that distributes grants recommended by its fundholders, with recent giving supporting Jewish religious education, community organizations, and assistance for families in need. In 2024, its grants ranged from $5,450 to $1,038,731, with a median of $16,068; most funding went to organizations in New York and New Jersey. The profile does not state whether it accepts unsolicited requests.

Religion Related

Assets

$26.9M

Grants

65

Total Given

$3.2M

More similar funders

More Funders in Pennsylvania

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

Figures come from The Lerman 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.

The Lerman Family Foundation down — hundreds of funders to go?

Want AI to do this for you?