Nonprofit · EIN 52-1528436
ANNETTE M AND THEODORE N LERNER FAMILY FOUNDATION INC
Tax-exempt · ROCKVILLE, MD 20852
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $711,195 | $761,507 | -$50,312 | $223,593 | $0 | $223,593 |
| December 31, 2023 | 990-PF | $532,289 | $1,106,255 | -$573,966 | $273,905 | $0 | $273,905 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $700,000
- Dividends
- $11,195
Expenses
- Grants and similar amounts paid
- $756,928
- Compensation of officers, directors and key employees
- $1,100
- Disbursements for charitable purposes
- $758,767
- Excise tax on investment income
- $145
Balance sheet and other
- Total assets, start of year
- $273,905
- Total assets, end of year
- $223,593
- Total liabilities, end of year
- $0
- Net assets, end of year
- $223,593
- Fair market value of assets
- $223,593
- Qualifying distributions
- $758,767
- Net investment income
- $11,195
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARLA L TANENBAUM 2000 TOWER OAKS BOULEVARD EIGHTH, FLOOR, ROCKVILLE, MD 20852 | PRESIDENT & DIRECTOR | 8 | $1,100 |
| MARK D LERNER 2000 TOWER OAKS BOULEVARD EIGHTH, FLOOR, ROCKVILLE, MD 20852 | V. PRES. & DIRECTOR | 2 | $0 |
| DEBRA L COHEN 2000 TOWER OAKS BOULEVARD EIGHTH, FLOOR, ROCKVILLE, MD 20852 | SEC. & DIRECTOR | 2 | $0 |
| ANNETTE M LERNER 2000 TOWER OAKS BOULEVARD EIGHTH, FLOOR, ROCKVILLE, MD 20852 | TREAS. & DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARLA L TANENBAUM 2000 TOWER OAKS BOULEVARD EIGHTH, FLOOR, ROCKVILLE, MD 20852 | PRESIDENT & DIRECTOR | 8 | $2,420 |
| MARK D LERNER 2000 TOWER OAKS BOULEVARD EIGHTH, FLOOR, ROCKVILLE, MD 20852 | V. PRES. & DIRECTOR | 2 | $0 |
| DEBRA L COHEN 2000 TOWER OAKS BOULEVARD EIGHTH, FLOOR, ROCKVILLE, MD 20852 | SEC. & DIRECTOR | 2 | $0 |
| ANNETTE M LERNER 2000 TOWER OAKS BOULEVARD EIGHTH, FLOOR, ROCKVILLE, MD 20852 | TREAS. & DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2000 TOWER OAKS BLVD EIGHTH FLOOR, ROCKVILLE, MD 20852-4284
- Signed the 990-PF
- MARK LERNER, VICE PRESIDENT
- Phone
- (301) 284-6000
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 52-1528436
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $223,593
- Income (IRS master file)
- $711,195
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $711,195 | $761,507 | $223,593 | XML |
| 990-PF | December 2023 | $532,289 | $1,106,255 | $273,905 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-1528436).
Questions about ANNETTE M AND THEODORE N LERNER FAMILY FOUNDATION INC
- What is the EIN of ANNETTE M AND THEODORE N LERNER FAMILY FOUNDATION INC?
- The employer identification number (EIN) of ANNETTE M AND THEODORE N LERNER FAMILY FOUNDATION INC is 52-1528436.
- Is ANNETTE M AND THEODORE N LERNER FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1988.
- Which annual return does ANNETTE M AND THEODORE N LERNER FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ANNETTE M AND THEODORE N LERNER FAMILY FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ANNETTE M AND THEODORE N LERNER FAMILY FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ANNETTE M AND THEODORE N LERNER FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 1 received compensation from the organization, the highest $1,100 (MARLA L TANENBAUM, PRESIDENT & DIRECTOR).
- How much revenue does ANNETTE M AND THEODORE N LERNER FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $711,195, expenses of $761,507 and total assets of $223,593 at year end.
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