Funder DirectoryTHE LERMAN FAMILY FOUNDATION
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Private foundation (trust)EIN 510169039Est. 1976-02

THE LERMAN FAMILY FOUNDATION

PHILADELPHIA, PA 19102

Total Assets

$7.2M

FY 2023

Annual Giving

$301K

FY 2023

Grants Made

3

FY 2023

Avg Grant

$100K

FY 2023

Grant Range

$2K–$280K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Expenses

$469K

Qualifying Distributions

$330K

Distributable Amount

$351K

Min. Investment Return

$351K

Undistributed Income

$322K

Payout rate 94%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.94%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

3 years

Giving over time from 2020 to 2023. Peak $326K in 2022. Hover bars for details.

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

Top Recipients

11 grants

JEWISH COMMUNAL FUND
$570K
2 grants
DAVID LERMAN & SHELLEY WALLOCK - DONOR ADVISED FUND
$354K
3 grants
CHEVRA KADISHA OF ALLIANCE
$3K
2 grants
CHEVRA KADISHA OF ALLIANCE CEMETERY
$2K
1 grant
CONGREGATION BETH EL
$1K
1 grant
US HOLOCAUST MEMORIAL MUSEUM
$860
1 grant
GREATER NEW YORK COUNCILS BOY SCOUTS OF AMERICA
$500
1 grant

Grant Size Distribution

11 grants

<$10K
7
grants
$10–50K
1
grants
$50–250K
$250K–1M
3
grants
$1–5M
$5M+

Geographic Focus

4 states

New York
$571K
61% of total
Pennsylvania
$354K
38% of total
New Jersey
$5K
1% of total
District of Columbia
$860
0% of total

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THE LERMAN FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo