Skip to content

Washington, D.C. · Private foundation

The Herbert J and Dianne J Lerner Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$31k
Granted FY2023
9
Grants FY2023
8
Organizations funded FY2023
25%
First-time grantees FY2023
Read the full brief

Read this first · the figures below need context

99% of The Herbert J and Dianne J Lerner Foundation’s FY2024 grant dollars went to Schwab Charitable Fund, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2024 names 1 organization directly, so a portfolio cannot be read from it. Everything below is therefore FY2023, the last year The Herbert J and Dianne J Lerner Foundation named its own grantees at scale: 6 organizations, $31k. It is dated, not current.

Organizations named directly on the return

6
’20
6
’21
6
’22
6
’23
1
’24

Amber years are those where most dollars went to a sponsor.

Median grant, FY2023
$3,000
Largest grant, FY2023
$10,000
Organizations funded a year
8 to 9
FY2020 to FY2023
States reached, FY2023
3
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 25% of the organizations The Herbert J and Dianne J Lerner Foundation funded were first-time grantees, receiving 53% of its grant dollars.

New vs renewed · share of each year

In FY2023, 47% of grant dollars renewed an existing relationship; $15k went to new ones.

50%100%’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’21’22’23
Human ServicesOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20238$29k25%
FY20228$25k0%
FY20219$22k11%
FY20209$18kn/a
90% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2024.

Philanthropy$236kEducation$32kHuman Services$18kHealth$16kArts & Culture$4kFood & Nutrition$4kOther$0

Top grantees

Largest recipients by total granted, FY2020 to FY2024, and the share of each one’s budget the grants supplied at peak.

GranteeTotal grantedYearsShare of their budget
Usagainstalzheimer's$15,50040%
Rutgers University Foundation$14,00030%
Jewish Social Service Agency$10,00010%
Children of Difference Foundation Inc$8,0002n/a
The Frederick B Abramson Memorial Foundation$7,00031%
Some Inc$4,00040%
The United States Holocaust Memorial Museum$4,00040%
Washington Regional Association of Grantmakers$1,50030%
Georgetown University$50010%

Plus 3 recipients with no EIN on record ($32k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget The Herbert J and Dianne J Lerner Foundation supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUsagainstalzheimer's: $15,500 over 4y, 0.1% of budgetRutgers University Foundation: $14,000 over 3y, 0.0% of budgetJewish Social Service Agency: $10,000 over 1y, 0.0% of budgetThe Frederick B Abramson Memorial Foundation: $7,000 over 3y, 1.0% of budgetSome Inc: $4,000 over 4y, 0.0% of budgetThe United States Holocaust Memorial Museum: $4,000 over 4y, 0.0% of budgetWashington Regional Association of Grantmakers: $1,500 over 3y, 0.0% of budgetGeorgetown University: $500 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 8.

Compare The Herbert J and Dianne J Lerner Foundation with peer funders

About The Herbert J and Dianne J Lerner Foundation

How much does The Herbert J and Dianne J Lerner Foundation give?
The Herbert J and Dianne J Lerner Foundation reported 9 grants totaling $30,500 in its FY2023 IRS filing. It funded between 8 and 9 organizations a year over FY2020 to FY2023.
What does The Herbert J and Dianne J Lerner Foundation fund?
By grant dollars over FY2020 to FY2024, its largest causes are Philanthropy (74%), Education (10%), Human Services (6%).
Who are The Herbert J and Dianne J Lerner Foundation's largest grantees?
By total granted over FY2020 to FY2024: Usagainstalzheimer's ($16k), Rutgers University Foundation ($14k), Jewish Social Service Agency ($10k).
Does The Herbert J and Dianne J Lerner Foundation fund new organizations?
In FY2023, 25% of the organizations it funded were first-time grantees.
Does The Herbert J and Dianne J Lerner Foundation accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Where is The Herbert J and Dianne J Lerner Foundation based?
The Herbert J and Dianne J Lerner Foundation is based in DC.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 14 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Herbert J and Dianne J Lerner’s filings →

More from the funding graph