The Lerman Family Foundation
EIN 510169039Total Given 2021–2024
$1.3M
15 grants · $313K avg/year
based on 4 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $1K–$150K
grant size
50%
supporter · 4/8 multi-year
repeat
$7.2M
Assets (2024)
8
Distinct Recipients
About
NEW JERSEY DOES NOT REQUIRE PRIVATE FOUNDATIONS TO REGISTER WITH THE DIVISION OF CONSUMER AFFAIRS IN THE ATTORNEY GENERAL'S OFFICE WHEN CONTRIBUTIONS FROM UNRELATED PARTIES ARE BELOW $10,000.
Application Information
Accepts Unsolicited Proposals
No — Preselected Only
Phone
(215) 545-4545
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2021 | $303K | $7.8M | $77K | 4 |
| 2022 | $320K | $6.8M | $301K | 4 |
| 2023 | $326K | $7.0M | $338K | 4 |
| 2024 | $301K | $7.2M | $-174K | 3 |
Grant Size Distribution
Based on 15 grants on record
Minimum
$500
25th Pctl
$1K
Median
$10K
Average
$83K
75th Pctl
$150K
Maximum
$324K
Geographic Distribution
Officers & Directors
DL
David Lerman
Trustee
JN
Jeanette Lerman Neubauer
Trustee
DL
David Lerman
Trustee
JN
Jeanette Lerman Neubauer
Trustee
DL
David Lerman
Trustee
JN
Jeanette Lerman Neubauer
Trustee
DL
David Lerman
Trustee
JN
Jeanette Lerman Neubauer
Trustee
Grants Awarded (15 total)
| Purpose | ||||
|---|---|---|---|---|
| David Lerman & Shelley Wallock - Donor Advised Fund | Philadelphia, PA | $324,072 | GENERAL SUPPORT | 2023 |
| Jewish Communal Fund | New York, NY | $290,000 | GENERAL SUPPORT | 2021 |
| Jewish Communal Fund | New York, NY | $279,692 | GENERAL SUPPORT | 2024 |
| Jewish Communal Fund | New York, NY | $200,000 | GENERAL SUPPORT | 2022 |
| Us Holocaust Memorial Museum | Washington, DC | $100,000 | GENERAL SUPPORT | 2022 |
| David Lerman & Shelley Wallock - Donor Advised Fund | Philadelphia, PA | $20,000 | GENERAL SUPPORT | 2024 |
| David Lerman & Shelley Wallock - Donor Advised Fund | Philadelphia, PA | $15,000 | GENERAL SUPPORT | 2022 |
| David Lerman & Shelley Wallock - Donor Advised Fund | Philadelphia, PA | $10,000 | GENERAL SUPPORT | 2021 |
| Hias Pennsylvania | Philadelphia, PA | $5,000 | GENERAL SUPPORT | 2022 |
| Chevra Kadisha of Alliance Cemetery | Vineland, NJ | $2,160 | GENERAL SUPPORT | 2021 |
| Chevra Kadisha of Alliance | Vineland, NJ | $1,800 | GENERAL SUPPORT | 2024 |
| Chevra Kadisha of Alliance | Vineland, NJ | $1,000 | GENERAL SUPPORT | 2023 |
| Congregation Beth El | New York, NY | $1,000 | GENERAL SUPPORT | 2021 |
| Us Holocaust Memorial Museum | Washington, DC | $860 | GENERAL SUPPORT | 2023 |
| Greater New York Councils Boy Scouts of America | New York, NY | $500 | GENERAL SUPPORT | 2023 |