Funder DirectoryTHE ANNETTE M LERNER AND THEODORE N
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Private foundation (trust)EIN 521528436Est. 1988-01

THE ANNETTE M LERNER AND THEODORE N

ROCKVILLE, MD 208524208

Total Assets

$224K

FY 2024

Annual Giving

$757K

FY 2024

Grants Made

32

FY 2024

Avg Grant

$24K

FY 2024

Grant Range

$500–$200K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$711K

Total Expenses

$762K

Qualifying Distributions

$759K

Distributable Amount

$19K

Min. Investment Return

$19K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

32 grants

Grant sizes from minimum $500 through median $10K to maximum $200K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $2.2M in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

167 grants

JEWISH FEDERATION OF GREATER WASHINGTON
$822K
4 grants
JOHNS HOPKINS UNIVERSITY
$700K
1 grant
WASHINGTON NATIONALS PHILANTHROPIES
$511K
3 grants
GEORGETOWN UNIVERSITY- LAW CENTER
$400K
1 grant
EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
$335K
4 grants
OHR KODESH CONGREGATION
$306K
2 grants
MAYO CLINIC
$200K
1 grant
SIXTH & I SYNAGOGUE INC
$185K
4 grants

Grant Size Distribution

167 grants

<$10K
106
grants
$10–50K
41
grants
$50–250K
18
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

15 states

Maryland
$2.4M
45% of total
District of Columbia
$2.2M
42% of total
New York
$357K
7% of total
Minnesota
$200K
4% of total
Virginia
$55K
1% of total
California
$28K
1% of total
Georgia
$15K
0% of total
New Jersey
$15K
0% of total
Pennsylvania
$15K
0% of total
Michigan
$11K
0% of total

+5 more states

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THE ANNETTE M LERNER AND THEODORE N — Grants, Financials & Contact | Grantivo