Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
THE ANNETTE M LERNER AND THEODORE N
LERNER FAMILY FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)2000 TOWER OAKS BLVD EIGHTH FLOOR   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKVILLE, MD208524208
A Employer identification number

52-1528436
B Telephone number (see instructions)

(301) 284-6000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$416,351J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 603,000
2 Check bullet
3 Interest on savings and temporary cash investments 4,580 4,580  
4 Dividends and interest from securities...... 372 372  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 607,952 4,952  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,752 0   7,752
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 18,139 9,069   9,070
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 850 425   425
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,741 9,494   17,247
25 Contributions, gifts, grants paid........ 1,694,496 1,694,496
26 Total expenses and disbursements. Add lines 24 and 25 1,721,237 9,494   1,711,743
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,113,285
b Net investment income (if negative, enter -0-) 0
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............... 1,329,557 228,346 228,346
2 Savings and temporary cash investments.......... 800    
3 Accounts receivable bullet5
Less: allowance for doubtful accounts bullet   14 5 5
4 Pledges receivable bullet78,000
Less: allowance for doubtful accounts bullet   83,480 78,000 78,000
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........      
c Investments—corporate bonds (attach schedule)........      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 110,185 Click to see attachment110,000 110,000
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,524,036 416,351 416,351
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 1,524,036 416,351
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 0 0
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,524,036 416,351
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,524,036 416,351
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,524,036
2 Enter amount from Part I, line 27a..................... 2 -1,113,285
3 Other increases not included in line 2 (itemize) bulletClick to see attachment 3 5,600
4 Add lines 1, 2, and 3.......................... 4 416,351
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 416,351
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1a
b
c
d
e
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 1,771,896 477,166 3.713374
2011 1,747,756 475,135 3.678441
2010 1,903,669 518,935 3.668415
2009 4,778,037 591,298 8.080590
2008 5,131,426 1,098,614 4.670818
2 Total of line 1, column (d) ...................... 2 23.811638
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 4.762328
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 938,338
5 Multiply line 4 by line 3....................... 5 4,468,673
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 0
7 Add lines 5 and 6......................... 7 4,468,673
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,711,743
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 0
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 0
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 0
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 5,441
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,441
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,441
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet5,441 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE FOUNDATION Telephone no.bullet (301) 284-6000
    Located atbullet2000 TOWER OAKS BLVD EIGHTH FLOORROCKVILLEMD ZIP+4bullet20852
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
    No
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    MARLA L TANENBAUM PRESIDENT & DIRECTOR
    8.00     		0 0 0
    2000 TOWER OAKS BOULEVARD EIGHTH
    FLOOR
    ROCKVILLE,MD20852
    MARK D LERNER V. PRES. & DIRECTOR
    2.00     		0 0 0
    2000 TOWER OAKS BOULEVARD EIGHTH
    FLOOR
    ROCKVILLE,MD20852
    DEBRA L COHEN SEC. & DIRECTOR
    1.00     		0 0 0
    2000 TOWER OAKS BOULEVARD EIGHTH
    FLOOR
    ROCKVILLE,MD20852
    ANNETTE M LERNER TREAS. & DIRECTOR
    1.00     		0 0 0
    2000 TOWER OAKS BOULEVARD EIGHTH
    FLOOR
    ROCKVILLE,MD20852
    THEODORE N LERNER DIRECTOR
    1.00     		7,752 0 0
    2000 TOWER OAKS BOULEVARD EIGHTH
    FLOOR
    ROCKVILLE,MD20852
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    46,917
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
     
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    46,917
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    46,917
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    46,917
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 46,917
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 5,085,895
    b From 2009....... 4,748,570
    c From 2010....... 1,877,740
    d From 2011....... 1,724,097
    e From 2012....... 1,748,104
    fTotal of lines 3a through e......... 15,184,406
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,711,743
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 46,917
    e Remaining amount distributed out of corpus 1,664,826
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 16,849,232
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		5,085,895
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		11,763,337
    10 Analysis of line 9:
    a Excess from 2009.... 4,748,570
    b Excess from 2010.... 1,877,740
    c Excess from 2011.... 1,724,097
    d Excess from 2012.... 1,748,104
    e Excess from 2013.... 1,664,826
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ANNETTE M LERNER
    THEODORE N LERNER
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE
    633 THIRD AVE
    NEW YORK,NY10017     		NONE PC BUILDING PROGRAM AT THE WEIZMANN INSTITUTE OF SCIENCE 340,000
    AMERICAN FRIENDS OF MEIR PANIM
    4 PARK CENTER COURT SUITE 202
    OWINGS MILLS,MD21117     		NONE PC SUPPORT THE MEAL FOR CHILDREN PROGRAM 3,600
    AMERICAN HEART ASSOCIATION
    7203 POPLAR STREET
    ANNANDALE,VA22003     		NONE PC GENERAL PROGRAMS 500
    AMERICAN JEWISH INTERNATIONAL RELATIONS INSTITUTE
    3465 MACOMB STREET NW
    WASHINGTON,DC200163159     		NONE PC OUTREACH TO THE PRO-ISRAEL COMMUNITY 5,000
    AMERICAN UNIVERSITY
    4400 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC200168143     		NONE PC AU FUND FOR EXCELLENCE 1,000
    ANTI DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY101583560     		NONE PC 2013 ACHIEVEMENT AWARD 5,000
    AUSTIN GROVE UNITED METHODIST CHURCH
    33999 AUSTIN GROVE ROAD
    BLUEMONT,VA20135     		NONE PC GENERAL PROGRAMS 100
    BEDFORD STUYVESANT RESTORATION CORPORATION
    1368 FULTON STREET
    BROOKLYN,NY11216     		NONE PC PROMOTE ECONOMIC SELF SUFFICIENCY OF FAMILIES AND BUSINESSES IN CENTRAL BROOKLYN 1,752
    BEGINNING WITH CHILDREN FOUNDATION INC
    575 LEXINGTON AVENUE 33RD FLOOR
    NEW YORK,NY10022     		NONE PC IMPROVE EDUCATION FOR ECONOMICALLY DISADVANTAGED NEW YORK CITY CHILDREN 1,000
    BLADDER CANCER ADVOCACY NETWORK
    4915 ST ELMO AVENUE SUITE 202
    BETHESDA,MD20814     		NONE PC 2013 MARINE CORP MARATHON 1,000
    CHABAD SERVING NYU
    353 BOWERY
    NEW YORK,NY10003     		NONE PC PROVIDING JEWISH STUDENT LIFE 60,000
    CHARLES E SMITH JEWISH DAY SCHOOL
    1901 EAST JEFFERSON STREET
    ROCKVILLE,MD20852     		NONE PC MA'AYAN 2013 CAMPAIGN, SUPPORT FOR EXCELLENCE AND TUITION ASSISTANCE 25,000
    CHELSEA PIERS SCHOLARSHIP FUND
    CHELSEA PIERS - PIER 62 STE 300
    NEW YORK,NY10011     		NONE PC PROVIDE NEW YORK CITY CHILDREN IN NEED WITH THE OPPORTUNITY TO LEARN AND GROW THROUGH SPORTS 2,500
    COLUMBIA LIGHTHOUSE FOR THE BLIND
    1825 K STNW SUITE 1103
    WASHINGTON,DC20006     		NONE PC PROVIDE SERVICES TO BLIND AND VISUALLY IMPAIRED INDIVIDUALS AND THEIR LOVED ONES 2,500
    CONGRESSIONAL AWARD FOUNDATION
    379 FORD HOUSE OFFICE BLDG
    WASHINGTON,DC20515     		NONE PC SUPPORT THE CONGRESSIONAL AWARD PROGRAMS FOR YOUNG AMERICANS 2,000
    CROHN'S & COLITIS FOUNDATION OF AMERICA
    733 THIRD AVE STE 510
    NEW YORK,NY10017     		NONE PC FINDING THE CURES FOR CROHEN'S DISEASE & ULCERATIVE COLITIS 250
    CYSTIC FIBROSIS FOUNDATION
    6931 ARLINGTON ROAD
    BETHESDA,MD20814     		NONE PC IMPROVE LIVES OF CHILDREN AND ADULTS WITH CYSTIC FIBROSIS 15,000
    DC COLLEGE ACCESS PROGRAM
    1400 L STREET NW SUITE 400
    WASHINGTON,DC20005     		NONE PC PROVIDE PROGRAMS AND SCHOLARSHIPS FOR DC PUBLIC AND PUBLIC CHARTER HIGH SCHOOL STUDENTS 10,000
    ELLA'S KIDS INC
    610 RHODE ISLAND AVE NE
    WASHINGTON,DC20002     		NONE PC PROVIDE CHRISTMAS GIFTS AND CLOTHING FOR CHALLENGED CHILDREN IN THE DC METROPOLITAN AREA 2,500
    FIGHT FOR CHILDREN INC
    1726 M STREET STE 202 NW
    WASHINGTON,DC20036     		NONE PC HELP LOW-INCOME CHILDREN IN WASHINGTON DC 7,500
    FOOD & FRIENDS
    219 RIGGS ROAD NE
    WASHINGTON,DC20011     		NONE PC PROVIDE SPECIALIZED MEALS & NUTRITION COUNSELING TO PATIENTS 15,000
    FRIENDS OF CANCER RESEARCH
    1800 M STNW SUITE 1050 SOUTH
    WASHINGTON,DC20036     		NONE PC ADVOCATE INNOVATION IN CANCER PREVENTION, DETECTION AND TREATMENT 10,000
    FRIENDS OF CHOICE IN URBAN SCHOOLS (FOCUS)
    1436 U STREET NW SUITE 204
    WASHINGTON,DC20009     		NONE PC PROMOTE SCHOOL REFORM IN PARTNERSHIP WITH DC'S PUBLIC CHARTER SCHOOLS 1,000
    GEORGETOWN DAY SCHOOL
    4530 MACARTHUR BLVD NW
    WASHINGTON,DC200074297     		NONE PC ENDOWMENT FUND/BUILDING RENOVATIONS 50,000
    GIRL SCOUTS OF THE NATION'S CAPITAL
    4301 CONNECTICUT AVE NW
    WASHINGTON,DC20008     		NONE PC SUPPORT GIRL SCOUTING AND ITS ACTIVITIES 1,000
    GRAND CANYON TRUST
    2601 N FORT VALLEY ROAD
    FLAGSTAFF,AZ86001     		NONE PC HELP TO PROTECT AND RESTORE THE COLORADO PLATEAU 10,000
    HEALTHY MOTHERS HEALTHY BABIES COALIATION OF BROWARD COUNTY INC
    PO BOX 350446
    FORT LAUDERDALE,FL33315     		NONE PC HELP REDUCE INFANT MORTALITY THROUGH COMPREHENSIVE APPROACH TO PRENATAL CARE, PARENTING & EDUCATION 2,500
    HEBREW HOME OF GREATER WASHINGTON
    6121 MONTROSE ROAD
    ROCKVILLE,MD20852     		NONE PC HELP TO PROVIDE HIGHLY SKILLED NURSING CARE AND SOCIAL AND SPIRITUAL ENRICHMENT TO SENIORS 10,000
    HIGHER ACHIEVEMENT
    317 8TH STREET NE
    WASHINGTON,DC20002     		NONE PC PROVIDE AFTERSCHOOL AND SUMMER ACADEMIC PROGRAM FOR MIDDLE SCHOOL YOUTH IN AT-RISK COMMUNITIES 5,000
    HILLEL AT GEORGE WASHINGTON UNIVERSITY
    2300 H STREET NW
    WASHINGTON,DC20037     		NONE PC SUPPORT JEWISH STUDENTS ON CAMPUS 10,000
    HUMAN RIGHTS FIRST
    805 15TH STREET NW 900
    WASHINGTON,DC20005     		NONE PC 2013 HUMAN RIGHTS FIRST AWARD 2,325
    HUMANITY IN ACTION
    601 WEST 26TH STREET
    NEW YORK,NY10001     		NONE PC COMMEMORATION OF THE 70TH ANNIVERSARY OF RESCUE OF JEWS OF DENMARK DURING THE SECOND WORLD WAR 2,500
    ICC (CHURCH OF IMMACULATE CONCEPTION)
    200 WARE AVENUE
    TOWSON,MD212044005     		NONE PC FUNDING FOR ST. GREGORY THE GREAT CATHOLIC CHURCH FOOD BANK AND SOUP KITCHEN 2,500
    IMAGINATION STAGE
    4908 AUBURN AVENUE
    BETHESDA,MD20814     		NONE PC SUPPORT IMAGINATION STAGE'S THEATRE AND ARTS EDUCATION PROGRAMS TO CHILDREN 10,000
    ISRAELI DANCE FESTIVAL DC
    6125 MONTROSE ROAD
    ROCKVILLE,MD20852     		NONE PC SUPPORT ISRAELI DANCE FESTIVAL PERFORMANCES 500
    JEWISH COMMUNITY CENTER OF GREATER WASHINGTON
    6125 MONTROSE ROAD
    ROCKVILLE,MD20852     		NONE PC SUPPORT PROGRAMS AND SERVICES TO CHILDREN, TEENS AND YOUNG ADULTS WITH SPECIAL NEEDS 56,250
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 MONTROSE ROAD
    ROCKVILLE,MD20852     		NONE PC SUPPORT JEWISH FEDERATION PROGRAMS 150,000
    JEWISH FEDERATION OF PALM SPRINGS AND DESERT AREA
    69-710 HIGHWAY 111 SUITE 204
    RANCHO MIRAGE,CA92270     		NONE PC SUPPORT JEWISH COMMUNITY IN THE COACHELLA VALLEY, IN ISRAEL AND AROUND THE WORLD 25,000
    JUNIOR TENNIS CHAMPIONS CENTER
    5200 PAINT BRANCH PARKWAY
    COLLEGE PARK,MD20740     		NONE PC SUPPORT COMMUNITY OUTREACH PROGRAMS FOR TALENTED AND MOTIVATED AT-RISK YOUTH 500
    JUVENILLE DIABETES RESEARCH FOUNDATION
    1400 K STREET NW SUITE 725
    WASHINGTON,DC20005     		NONE PC FUNDING TYPE 1 DIABETES (T1D) RESEARCH 10,000
    KIPP DC
    1003 K STREET NW SUITE 700
    WASHINGTON,DC20001     		NONE PC PROVIDE THE HIGHEST QUALITY EDUCATION TO DC STUDENTS IN UNDERSERVED COMMUNITIES 2,500
    KOBY MANDELL FOUNDATION INC
    366 PEARSALL AVE STE 1
    CEDARHURST,NY11516     		NONE PC PROVIDE THERAPEUTIC HEALING PROGRAMS FOR THOSE WHO HAVE LOST LOVED ONES TO TERRORISM 10,000
    KRIEGER SCHECHTER DAY SCHOOL
    8100 STEVENSON ROAD
    BALTIMORE,MD21208     		NONE PC SPONSOR "SCHECHTER ON THE MOVE" 5K RUN 500
    MACCABI USA
    1926 ARCH STREET 4R
    PHILADELPHIA,PA19103     		NONE SO III FI SUPPORT UNITED STATES TEAM TO THE WORLD MACCABIAH GAMES 500
    MARY'S CENTER
    2333 ONTARIO ROAD NW
    WASHINGTON,DC20009     		NONE PC PROVIDE HEALTH CARE, EDUCATION AND SUPPORTIVE SERVICES TO THE LESS FORTUNATE PARTICIPANTS 17,666
    MATHA'S TABLE
    2114-14TH STREET NW
    WASHINGTON,DC20009     		NONE PC PROVIDE HEALTHY FOOD, AFFORDABLE CLOTHING AND QUALITY EDUCATION TO DC RESIDENTS IN NEED 10,000
    MID ATLANTIC AIR MUSEUM
    11 MUSEUM DRIVE
    READING,PA196059407     		NONE PC GENERAL PROGRAMS 250
    MID-ATLANTIC INNOCENCE PROJECT
    4801 MASSACHUSETTS AVE NW
    WASHINGTON,DC20016     		NONE PC CORRECT AND PREVENT WRONGFUL CONVICTIONS IN DC, MARYLAND AND VIRGINIA 1,500
    MIRACLE LEAGUE OF MONTGOMERY COUNTY MD INC
    PO BOX 341712
    BETHESDA,MD20827     		NONE PC CONSTRUCTION OF BASEBALL FIELD FOR CHILDREN WITH DISABILITIES 86,000
    MOMENT MAGAZINE
    4115 WISCONSIN AVE NW SUITE10
    WASHINGTON,DC20016     		NONE PC SUPPORT MOMENT MAGAZINE AWARDS AND INITIATIVES 2,500
    MONTGOMERY HOSPICE
    1355 PICCARD DRIVE SUITE 100
    ROCKVILLE,MD20850     		NONE PC SUPPORT MONTGOMERY KIDS PROGRAM 2,500
    NARAL PRO-CHOICE AMERICA
    1156 15TH STREET NW SUITE 700
    WASHINGTON,DC20005     		NONE PC ROE V. WADE 40TH ANNIVERSARY EVENT 500
    NATIONAL BRAIN TUMOR SOCIETY
    55 CHAPEL STREET SUITE 200
    NEWTON,MA02458     		NONE PC SUPPORT CHILDREN'S NATIONAL MEDICAL CENTER PROGRAMS 5,000
    NATIONAL CHERRY BLOSSOM FESTIVAL INC
    1250 H STREET NW SUITE 1000
    WASHINGTON,DC20005     		NONE PC 2013 NATIONAL CHERRY BLOSSOM FESTIVAL 5,000
    NATIONAL KIDNEY FOUNDATION
    5335 WISCONSIN AVE NW SUITE 300
    WASHINGTON,DC20015     		NONE PC 33RD ANNUAL KIDNEY BALL 5,000
    NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    101 SOUTH INDEPENDENCE MALL EAST
    PHILADELPHIA,PA19106     		NONE PC SUPPORT EDUCATIONAL AND CULTURAL PROGRAMS 39,286
    PALM SPRINGS ART MUSEUM
    PO BOX 2310 101 MUSEUM DRIVE
    PALM SPRINGS,CA922632310     		NONE PC SUPPORT ART EDUCATION 41,164
    PARTNERSHIP FOR JEWISH LIFE & LEARNING
    12230 WILKINS AVENUE
    ROCKVILLE,MD20852     		NONE PC HELP JEWISH WOMAN & CHILDREN VICTIMS WITH BASIC SERVICES 2,500
    SIXTH AND I HISTORIC SYNAGOGUE
    600 I STREET NW
    WASHINGTON,DC20001     		NONE PC SUPPORT SIXTH & I PROGRAMS 15,000
    SULAM INC
    13300 ARCTIC AVE
    ROCKVILLE,MD20853     		NONE PC SUPPORT PROGRAMS FOR STUDENTS WITH LEARNING DIFFERENCES 5,000
    SUNFLOWER BAKERY
    8507 ZIGGY LANE
    GAITHERSBURG,MD20877     		NONE PC PREPARE INDIVIDUALS WITH DISABILITIES FOR EMPLOYMENT IN BAKING AND RELATED FOOD INDUSTRIES 1,200
    THE ELLINGTON FUND
    3500 R STREET NW SUITE 100
    WASHINGTON,DC20007     		NONE PC SUPPORT THE PERFORMANCE SERIES OF LEGENDS 2013 10,000
    THE FIELD SCHOOL
    2301 FOXHALL ROAD NW
    WASHINGTON,DC20007     		NONE PC CONTRIBUTION TO THE SCHOOL ANNUAL FUND 21,750
    THE GEORGE WASHINGTION UNIVERSITY
    2100 M STREET NW SUITE 300
    WASHINGTON,DC20052     		NONE PC THE JACOB BURNS COMMUNITY LEGAL CLINICS FUND, AND THE MID ATLANTIC INNOCENCE PROJECT 101,000
    THE JEWISH SOCIAL SERVICE AGENCY
    200 WOOD HILL ROAD
    ROCKVILLE,MD20850     		NONE PC THE HERMAN TAUBE FUND FOR HOLOCAUST SURVIVORS 250
    THE JOHN F KENNEDY CENTER
    2700 F ST NW
    WASHINGTON,DC20566     		NONE PC PERFORMING ARTS CENTER SUPPORT 50,000
    THE POSSE FOUNDATION INC
    1319 F STREET NW SUITE 604
    WASHINGTON,DC20004     		NONE PC COLLEGE ACCESS AND YOUTH LEADERSHIP DEVELOPMENT PROGRAMS FOR HIGH SCHOOL STUDENTS 500
    UNITED NEGRO COLLEGE FUND INC
    1805 7TH STREET NW
    WASHINGTON,DC20001     		NONE PC PROVIDE SCHOLARSHIPS AND INTERNSHIPS FOR MINORITY STUDENTS 820
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		NONE PC SUPPORT MUSEUM PROGRAMS 10,000
    UNIVERSITY OF MD COLLEGE PARK FOUNDATION
    4603 CALVERT ROAD
    COLLEGE PARK,MD20740     		NONE PC SUPPORT SHIRLEY POVICH CENTER FOR SPORTS JOURNALISM AT THE PHILIP MERRILL COLLEGE OF JOURNALISM 33,333
    VASSAR COLLEGE
    124 RAYMOND AVE
    POUGHKEEPSIE,NY12604     		NONE PC FUND FOR SCHOLARSHIP AND JEWISH STUDENT LIFE 300,000
    WASHINGTON DC JEWISH COMMUNITY CENTER
    1529 16TH STREET NW
    WASHINGTON,DC20036     		NONE PC PROVIDE EDUCATIONAL, SOCIAL, CULTURAL AND FITNESS PROGRAMS TO THE DC JEWISH COMMUNITY 12,500
    WASHINGTON NATIONALS DREAM FOUNDATION
    1500 SOUTH CAPITOL STREET SE
    WASHINGTON,DC20003     		NONE PC SUPPORTS PROGRAMS FOR YOUTH BASEBALL ACADEMY AND DIABETES CARE COMPLEX AT CHILDREN'S MEDICAL CENTER 18,500
    WESLEYAN UNIVERSITY
    45 WYLLYS AVENUE
    MIDDLETOWN,CT06459     		NONE PC WESLEYAN SCHOLARSHIP 15,000
    YOUTH LEADERSHIP FOUNDATION
    5034 WISCONSIN AVE NW SUITE 250
    WASHINGTON,DC20016     		NONE PC SUPPORT JOHNNY HOLLIDAY SCHOLARSHIP CLASSIC 7,000
    Total .................................bullet 3a 1,694,496
    bApproved for future payment
    AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE OF SCIENCE
    633 THIRD AVENUE
    NEW YORK,NY10017     		NONE PC BUILDING PROGRAM AT WEIZMANN INSTITUTE OF SCIENCE 1,020,000
    CHABAD SERVING NYU
    27 WASHINGTON SQUARE
    NEW YORK,NY10011     		NONE PC PROVIDING JEWISH STUDENT LIFE 10,000
    GEORGETOWN DAY SCHOOL
    4530 MACARTHUR BLVD NW
    WASHINGTON,DC200074297     		NONE PC ENDOWMENT FUND/BUILDING RENOVATIONS 150,000
    JOHNS HOPKINS UNIVERSITY
    6101 MONTROSE ROAD STE 202
    ROCKVILLE,MD20852     		NONE PC ESTABLISH THE LERNER FAMILY PALLIATIVE CARE FELLOW FOR A TERM OF FOUR YEARS 525,000
    MARY'S CENTER
    2333 ONTARIO ROAD NW
    WASHINGTON,DC20009     		NONE PC PROVIDE HEALTH CARE, EDUCATION AND SUPPORTIVE SERVICES TO THE LESS FORTUNATE PARTICIPANTS 16,668
    MIRACLE LEAGUE OF MONTGOMERY COUNTY MD INC
    PO BOX 341712
    BETHESDA,MD20827     		NONE PC CONSTRUCTION OF BASEBALL FIELD FOR CHILDREN WITH DISABILITIES 172,000
    NATIONAL MUSEUM OF AMERICAN JEWISH HISTORY
    101 SOUTH INDEPENDENCE MALL EAST
    PHILADELPHIA,PA19106     		NONE PC SUPPORT EDUCATIONAL AND CULTURAL PROGRAMS 71,429
    PALM SPRINGS ART MUSEUM
    PO BOX 2310 101 MUSEUM DRIVE
    PALM DESERT,CA92263     		NONE PC ART EDUCATION 30,000
    UNIVERSITY OF MD COLLEGE PARK FOUNDATION
    4603 CALVERT ROAD
    COLLEGE PARK,MD20740     		NONE PC SUPPORT SHIRLEY POVICH CENTER FOR SPORTS JOURNALISM AT THE PHILIP MERRILL COLLEGE OF JOURNALISM 66,667
    VASSAR COLLEGE
    124 RAYMOND AVE
    POUGHKEEPSIE,NY12604     		NONE PC FUND FOR SCHOLARSHIP AND JEWISH STUDENT LIFE 900,000
    WESLEYAN UNIVERSITY
    45 WYLLYS AVENUE
    MIDDLETOWN,CT06459     		NONE PC WESLEYAN SCHOLARSHIP 45,000
    Total .................................bullet 3b 3,006,764
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 4,580  
    4 Dividends and interest from securities....     14 372  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 4,952 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    134,952
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE ANNETTE M LERNER AND THEODORE N
    LERNER FAMILY FOUNDATION INC
    Employer identification number

    52-1528436
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE ANNETTE M LERNER AND THEODORE N
    LERNER FAMILY FOUNDATION INC         		Employer identification number

    52-1528436
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    ANNETTE AND THEODORE LERNER  
    7700 ROCTON AVENUE
     
    CHEVY CHASE, MD20815

    		$603,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE ANNETTE M LERNER AND THEODORE N
    LERNER FAMILY FOUNDATION INC         		Employer identification number

    52-1528436
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE ANNETTE M LERNER AND THEODORE N
    LERNER FAMILY FOUNDATION INC         		Employer identification number

    52-1528436
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    THE ANNETTE M LERNER AND THEODORE N
    LERNER FAMILY FOUNDATION INC
    EIN: 52-1528436
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 18,139 9,069   9,070

    TY 2013 AllOthProgRltdInvestmentsSch
    Name:
    THE ANNETTE M LERNER AND THEODORE N
    LERNER FAMILY FOUNDATION INC
    EIN: 52-1528436
    Category Amount
    N/A 0

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE ANNETTE M LERNER AND THEODORE N
    LERNER FAMILY FOUNDATION INC
    EIN: 52-1528436
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BANK OF AMERICA SECURITIES AT COST 0 0
    ISRAEL BONDS AT COST 110,000 110,000

    TY 2013 OtherExpensesSchedule
    Name:
    THE ANNETTE M LERNER AND THEODORE N
    LERNER FAMILY FOUNDATION INC
    EIN: 52-1528436
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 850 425   425


    TY 2013 OtherIncreasesSchedule
    Name:
    THE ANNETTE M LERNER AND THEODORE N
    LERNER FAMILY FOUNDATION INC
    EIN: 52-1528436
    Description Amount
    INCOME TAX - FEDERAL REFUNDS 5,600