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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$610,834J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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) 2,586,177
2 Check bullet.............
3 Interest on savings and temporary cash investments 10,573 10,573  
4 Dividends and interest from securities... 4,761 4,761  
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........ 2,601,511 15,334  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 17,459 0   17,459
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 575 287   288
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 72 36   36
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 240 120   120
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,346 443   17,903
25 Contributions, gifts, grants paid....... 3,083,731 3,083,731
26 Total expenses and disbursements. Add lines 24 and 25 3,102,077 443   3,101,634
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -500,566
b Net investment income (if negative, enter -0-) 14,891
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 860,780 173,733 173,733
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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)....... 0 Click to see attachment186,177 186,177
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).......... 250,620 Click to see attachment250,924 250,924
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) 1,111,400 610,834 610,834
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........ 1,111,400 610,834
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 instructions)..... 1,111,400 610,834
31 Total liabilities and net assets/fund balances (see instructions). 1,111,400 610,834
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
1,111,400
2
Enter amount from Part I, line 27a .....................
2
-500,566
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
610,834
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
610,834
Form 990-PF (2018)
Form 990-PF (2018)
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 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))
2017 1,812,721 1,650,607 1.098215
2016 1,979,681 576,652 3.433060
2015 2,062,966 447,145 4.613640
2014 1,678,724 636,765 2.636332
2013 1,711,743 938,338 1.824229
2
Total of line 1, column (d) .....................
2
13.605476
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
2.721095
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
918,161
5
Multiply line 4 by line 3......................
5
2,498,403
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
149
7
Add lines 5 and 6........................
7
2,498,552
8
Enter qualifying distributions from Part XII, line 4,.............
8
3,101,634
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 149
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........................... 3 149
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- ..... 5 149
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 5,098
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,098
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
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 4,949
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet4,949 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 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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    2.00     		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     		17,459 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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 instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    643,356
    c
    Fair market value of all other assets (see instructions)................
    1c
    288,787
    d
    Total (add lines 1a, b, and c).........................
    1d
    932,143
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    932,143
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    13,982
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    918,161
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    45,908
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    45,908
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    149
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    149
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    45,759
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    45,759
    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
    45,759
    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
    3,101,634
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    3,101,634
    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
    149
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,101,485
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 45,759
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 1,664,826
    b From 2014...... 1,646,944
    c From 2015...... 2,040,609
    d From 2016...... 1,950,910
    e From 2017...... 1,730,445
    fTotal of lines 3a through e........ 9,033,734
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 3,101,634
    a Applied to 2017, 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 2018 distributable amount..... 45,759
    e Remaining amount distributed out of corpus 3,055,875
    5 Excess distributions carryover applied to 2018. 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 12,089,609
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		1,664,826
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		10,424,783
    10 Analysis of line 9:
    a Excess from 2014.... 1,646,944
    b Excess from 2015.... 2,040,609
    c Excess from 2016.... 1,950,910
    d Excess from 2017.... 1,730,445
    e Excess from 2018.... 3,055,875
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 or email address 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 (2018)
    Form 990-PF (2018)
    Page 11
    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
    A WIDER CIRCLE INC
    4808 MOORLAND LN STE 802
    BETHESDA,MD20814     		NONE PC 2018 COMMUNITY BALL- HELP INDIVIDUALS & FAMILIES TO RISE OUT OF POVERTY 10,000
    ALS ASSOCIATION DCMDVA CHAPTERTHE
    30W GUDE DRIVE SUITE 150
    ROCKVILLE,MD20850     		NONE PC ANNUAL CONTRIBUTION & 2018 DC DINE TO DEFEAT ALS - TREAT AND CURE ALS THROUGH RESEARCH & ADVOCACY 113,600
    ALZHEIMER'S ASSOCIATION (NATIONAL CAPITAL AREA CHAPTER)
    8180 GREENSBORO DR SUITE 400
    MCLEAN,VA22102     		NONE PC THE LONGEST DAY EVENT - SUPPORT ALZHEIMER CARE AND RESEARCH 2,000
    AMERICAN HEART ASSOCIATION INC
    4601 FAIRFAX DR SUITE 700
    ARLINGTON,VA22003     		NONE PC 2018 LAWYERS HAVE HEART 10K RACE SPONSORSHIP - DC 14,325
    ANTI DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY10158     		NONE PC SUPPORT ADL IN CONCERT AGAINST HATE 23,200
    BARBARA SINATRA CHILDREN'S CENTER
    39000 BOB HOPE DRIVE
    RANCHO MIRAGE,CA92270     		NONE PC 2018 CHAMPION HONORS LUNCHEON - SUPPORT CHILD ABUSE PREVENTION & TREATMENT CENTER 2,000
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE ROAD
    ROCKVILLE,MD20852     		NONE PC SUPPORT VARIOUS EVENTS FOR JEWISH COMMUNITY - CAMP JCC AND SCHOLARSHIPS 21,800
    BOYS & GIRLS CLUBS OF GREATER WASHINGTON
    4103 BEENNING ROAD NE
    WASHINGTON,DC20019     		NONE PC 14TH ANNUAL YOUTH IN REAL ESTATE LUNCHEON - HELP YOUTH OF ALL BACKGROUND BUILD CONFIDENCE & PREPARE FOR THE FUTURE 6,000
    CAL RIPKEN SR FOUNDATION
    1427 CLARKVIEW ROAD SUITE 100
    BALTIMORE,MD21209     		NONE PC 8TH ANNUAL CAL RIPKEN, SR. FOUNDATION GOLF CLASSIC- SUPPORT AT-RISK YOUTH THROUGH SPORTS-THEMED PROGRAMS 6,840
    CASA DE MARYLAND INC
    8151 15TH AVENUE
    HYATTSVILLE,MD20783     		NONE PC CONTRIBUTION TO HELP IMMIGRANT COMMUNITIES THROUGH WORKFORCE DEVELOPMENT & LEGAL SERVICES 1,000
    CASA OF BALTIMORE COUNTY INC
    305 W CHESAPEAKE AVE SUITE 117
    TOWSON,MD21204     		NONE PC 2018 FALL GALA SPONSORSHIP - SUPPORT ABUSED AND NEGLECTED FOSTER CHILDREN 5,000
    CATALOG FOR GIVING INC
    270 MADISON AVENUE 9TH FLOOR
    NEW YORK,NY10016     		NONE PC 2018 AWARDS BENEFIT - FUND & SUPPORT PROGRAMS THAT ASSIST UNDERSERVED YOUTH IN NYC 5,000
    CHABAD CHEVY CHASE
    6700 BROOKVILLE ROAD
    CHEVY CHASE,MD20815     		NONE PC SUPPORT PROGRAMS AND ACTIVITIES IN JEWISH COMMUNITY 1,000
    CHABAD HOUSE BOWERY
    353 BOWERY 2ND FLOOR
    NEW YORK,NY10003     		NONE PC INSPIRE JEWISH YOUTH FOR A BRIGHT PERSONAL & COMMUNAL FUTURE 25,000
    CHARLES E SMITH JEWISH DAY SCHOOL
    1901 EAST JEFFERSON STREET
    ROCKVILLE,MD20852     		NONE PC MA'AYAN 2018 CAMPAIGN & GENERAL ENDOWMENT- PROVIDE ACADEMIC SUPPORT THROUGH TUITION ASSISTANCE 75,000
    CHARLES E SMITH LIFE COMMUNITIES
    6121 MONTROSE RD
    ROCKVILLE,MD20852     		NONE PC 2018 GUARDIAN CAMPAIGN- PROVIDE SERVICES AND RESOURCES FOR OLDER ADULTS & THEIR FAMILILES 10,000
    CHELSEA PIERS SCHOLARSHIP FUND
    CHELSEA PIERS-PIER 62 STE 300
    NEW YORK,NY10011     		NONE PC 6TH ANNUAL FLIP INTO FALL BENEFIT DINNER & GENERAL CONTRIBUTION - PROVIDE SCHOLARSHIPS TO SPORTS PROGRAMMING FOR UNDERSERVED CHILDREN 5,500
    CHILDREN'S HOSPITAL FOUNDATION
    801 ROEDER ROAD SUITE 300
    SILVER SPRING,MD20910     		NONE PC EVENTS: RACE FOR EVERY CHILD/FUND FOR EVERY CHILD - FIND CURES FOR CHILDHOOD DISEASES 10,000
    COLUMBIA LIGHTHOUSE FOR THE BLIND
    1825 K ST NW SUITE 1103
    WASHINGTON,DC20006     		NONE PC 2018 SHOT IN THE DARK GOLF & DINNER CLASSIC & LIGHTING THE WAY GALA - SUPPORT PROGRAMS AND SERVICES FOR THE BLIND 7,500
    DC VOLUNTEER LAWYERS PROJECT
    5335 WISCONSIN AVE NW STE 440
    WASHINGTON,DC20015     		NONE PC PROVIDE LEGAL SERVICE TO DOMESTIC VIOLENCE VICTIMS & AT-RISK CHILDREN IN DC AREA 10,000
    EAGLE BANK FOUNDATION
    7830 OLD GEORGETOWN ROAD
    BETHESDA,MD20814     		NONE PC FIGHT AGAINST BREASE CANCER GOLF AND TENNIS CLASSOC - FUNDING BREAST CANCER PROGRAMS AT LOCAL HOSPITALS 2,000
    EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
    1529 16TH STREET NW
    WASHINGTON,DC20036     		NONE PC 2018 SPRING SOIREE & CAPITAL CAMPAIGN - RENOVATION OF PRINCIPAL BUILDING & EXPLORE NEW PROGRAMS 104,400
    ELLA'S KIDS INC
    610 RHODE ISLAND AVE NE
    WASHINGTON,DC20002     		NONE PC HELP UNDERSERVED FAMILIIES IN THE DC METROPOLITAN AREA 2,500
    EVERYTOWN FOR GUN SAFETY SUPPORT FUND
    PO BOX 4184
    NEW YORK,NY10163     		NONE PC SUPPORT FUND TO EDUCATE THE PUBLIC AND ASSIST LOCAL GOVERNMENT TO COMBAT ILLEGAL GUNS 25,000
    EXCEPTIONAL MINDS
    13400 RIVERSIDE DRIVE SUITE 211
    SHERMAN OAKS,CA91423     		NONE PC PROVIDE YOUNG ADULTS WITH AUTISM WITH TRAINING IN THE FIELD OF MULTI-MEDIA 5,000
    FIGHT FOR CHILDREN
    1029 VERMONT AVENUE NW SUITE 300
    WASHINGTON,DC20005     		NONE PC FIGHT NIGHT 2018 -ENSURE LOW-INCOME CHILDREN IN WASHINGTON DC RECEIVE EQUAL OPPORTUNITIES IN EDUCATION 10,000
    FOOD & FRIENDS
    219 RIGGS ROAD NE
    WASHINGTON,DC20011     		NONE PC SUPPORT FOOD & FRIENDS 28TH ANNIVERSARY OF CHEF'S BEST DINNER & AUCTION 10,000
    GEORGE WASHINGTON UNIVERSITY - HILLEL
    2300 H STREET NW
    WASHINGTON,DC20037     		NONE PC STRENGTHEN JEWISH LIFE FOR JEWISH UNDERGRADUATE AND GRADUATE STUDENTS ON CAMPUS 10,000
    GEORGETOWN UNIVERSITY- LAW CENTER
    2115 WISCONSIN AVE NW SUITE 500
    WASHINGTON,DC20007     		NONE PC ESTABLISH LERNER FAMILY ENDOWED OPPORTUNITY SCHOLARSHIP FUND AT GEORGETOWN UNIVERSITY 400,000
    GREATER WASHINGTON COMMNUITY FOUNDATION
    1325 G STREET NW SUITE 480
    WASHINGTON,DC20005     		NONE PC RISA FUND - SUPPORT NONPROFITS WORK TO MAKE THE COMMUNITY A SAFER, THRIVING PLACE TO LIVE 2,000
    HUMAN RIGHTS FIRST
    805 15TH STREET NW SUITE 900
    WASHINGTON,DC20005     		NONE PC FIGHT FOR THE AWARENESS OF THE RISE OF ANTISEMITISM IN EUROPE & COMBAT IT 10,000
    IMAGINATION STAGE
    4908 AUBURN AVENUE
    BETHESDA,MD20814     		NONE PC 2018 ANNUAL GALA-THE WINTER BALL -SUPPORT ARTS EDUCATION PROGRAMS TO CHILDREN 9,000
    JEWISH FAMILY SERVICE OF THE DESERT
    490 S FARRELL DRIVE SUITE C208
    PALM SPRINGS,CA92262     		NONE PC ONE NIGHT ONLY EVENT - SUPPORT COACHELLA VALLEY NEIGHBORS IN NEED 2,500
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 EXECUTIVE BLVD
    NORTH BETHESDA,MD20852     		NONE PC SUPPORT JEWISH FEDERATION PROGRAMS 312,000
    JEWISH FEDERATION OF PALM SPRINGS & DESERT AREA
    69-710 HIGHWAY 111 SUITE 204
    RANCHO MIRAGE,CA92270     		NONE PC SUPPORT JEWISH COMMUNITY LOCALLY, OVERSEAS & IN ISRAEL 10,750
    JEWISH INSTITUTE FOR NATIONAL SECURITY OF AMERICA (JINSA)
    1101 14TH ST NW SUITE 1030
    WASHINGTON,DC20005     		NONE PC 36TH ANNUAL AWARDS DINNER - PROMOTE STRONG US RELATIONSHIP WITH ISRAEL 2,500
    JEWISH NATIONAL FUND
    42 EAST 69TH ST
    NEW YORK,NY10021     		NONE PC FUND TO IMPROVE THE QUALITY OF LIFE FOR ALL ISRAELIS AND DEVELOP ISRAEL FOR THE NEXT GENERATION 1,000
    JEWISH WOMEN'S RENAISSANCE PROJECT (JWRP)
    6101 EXECUTIVE BLVD SUITE 240
    ROCKVILLE,MD20852     		NONE PC EMPOWER WOMEN TO CHANGE THE WORLD THROUGH JEWISH VALUES THAT TRANSFORM COMMUNITIES 1,800
    JOHNS HOPKINS UNIVERSITY
    401 NORTH BROADWAY SUITE 1100
    BALTIMORE,MD21231     		NONE PC SUPPORT THE KIMMEL CANCER CENTER - THE LERNER FAMILY PALLIATIVE CARE FELLOWSHIP 1,400,000
    KOBY MANDELL FOUNDATION INC
    366 PEARSALL AVENUE SUITE 1
    CEDARHURST,NY11516     		NONE PC HELP FAMILIES AFTER THE IMPACT OF TERROR AND TRAGEDY 10,000
    LUPUS RESEARCH ALLIANCE
    275 MADISON AVENUE 10TH FLOOR
    NEW YORK,NY10016     		NONE PC LUPUS GALA 2018 - SUPPORT RESEARCH TO PREVENT, TREAT AND CURE LUPUS 10,000
    MAIN STREET CONNECT
    6200 POINDEXTER LANE
    ROCKVILLE,MD20852     		NONE PC SPONSORSHIP OF EXTRAORDINARY LUNCHEON - SUPPORT HOUSING PROJECTS FOR PEOPLE WITH DISABILITIES 2,500
    MANY HANDS INC
    PO BOX 15048
    CHAVY CHASE,MD20825     		NONE PC SUPPORT CHARITABLE ORGANIZATIONS WHO PROVIDE SUPPORT FOR UNDERSERVED WOMEN & CHILDREN IN DC AREA 1,000
    MARY'S CENTER
    2333 ONTARIO ROAD NW
    WASHINGTON,DC20009     		NONE PC IMMIGRANT CHILDREN'S EMERGENCY RESPONSE FUND - PROVIDE SERVICES TO THE LESS FORTUNATE PARTICIPANTS 10,000
    MICHAEL MOSIER DEFEAT DIPG FOUNDATION
    PO BOX 34277
    BETHESDA,MD20827     		NONE PC 3RD ANNUAL DEFEAT DIPG SUPERHERO SPRINT & 6K - HELP FIGHT AGAINST DIPG BRAIN TUMOR 3,500
    MONTGOMERY HOSPICE
    1355 PICCARD DRIVE SUITE 100
    ROCKVILLE,MD20850     		NONE PC SUPPORT MEDICAL AND PSYCHOSOCIAL END-OF-LIFE CARE TO PATIENTS AND THEIR FAMILIES 2,500
    MONTGOMERY PARKS FOUNDATION INC
    9500 BRUNETT AVE
    SILVER SPRING,MD20901     		NONE PC SUPPORT THE MAINTENANCE OF AND IMPROVEMENTS TO JOSIAH HENSON PARK 2,500
    N STREET VILLAGE
    1333 N STREET NW
    WASHINGTON,DC20005     		NONE PC 45TH ANNIVERSARY GALA - HELP HOMELESS AND LOW-INCOME WOMEN IN WASHINGTON DC 5,000
    NATIONAL BUILDING MUSEUM
    401 F STREET NW
    WASHINGTON,DC20001     		NONE PC 2018 HONOR AWARD GALA- SUPPORT EDUCATIONAL PROGRAMS & FESTIVALS FOR CHILDREN & ADULTS IN THE D.C. AREA 15,000
    OHR KODESH CONGREGATION
    8300 MEADOWBROOK LANE
    CHEVY CHASE,MD20815     		NONE PC TRIBUTE BOOK & BOX SEAT DONATION AND CONCERT IHO GERBER-FORTISSIMO DONATION 3,050
    PALM SPRINGS ART MUSEUM
    PO BOX 2310 101 N MUSEUM DRIVE
    PALM SPRINGS,CA92263     		NONE PC CONTRIBUTION TO VARIOUS EVENTS-PROVIDE SUPPORT FOR ART EDUCATION 1,385
    PRINTMAKING LEGACY PROJECT INC
    11121 LUXMANOR ROAD
    ROCKVILLE,MD20857     		NONE PC CONTRIBUTION FOR THE FORWARD PRESS, 21ST CENTURY AMERICAN PRINTMAKING EXHIBITION 5,000
    ROBERT D MANFRED SCHOLARSHIP FUND
    9101 OLD COURTHOUSE ROAD
    VIENNA,VA22182     		NONE PC AWARD SCHOLARSHIP TO STUDENTS FROM ROME, NY 1,000
    SEEDS OF PEACE
    370 LEXINGTON AVENUE SUITE 1201
    NEW YORK,NY10017     		NONE PC GATHER FELLOWS PROGRAM AND 25TH ANNIVERSARY SPRING BENEFIT DINNER - PROVIDE YOUTH IN CONFLICE AREAS THE OPPORTUNITY TO UNITE & BUILD LIFE VALUES 27,500
    SIBLEY MEMORIAL HOSPITAL FOUNDATION
    5255 LOUGHBORO ROAD NW
    WASHINGTON,DC20016     		NONE PC 2018 SIBLEY SOIREE - DESIGNATED TO PEDIATRIC RADIATION ONCOLOGY 4,640
    SPECIAL OLYMPICS INC
    1133 19TH STREET NW
    WASHINGTON,DC20036     		NONE PC PROVIDE YEAR ROUND SPORTS TRAINING AND COMPETITION TO PERSONS WITH DISABLILITIES 20,000
    STAND WITH US
    PO BOX 341069
    LOS ANGELES,CA90034     		NONE PC EDUCATE PEOPLE ABOUT ISRAEL AND DISPELLING ANTI-ISRAEL MISCONCEPTIONS 1,300
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    5005 LBJ FREEWAY SUITE 526
    DALLAS,TX75244     		NONE PC CONTRIBUTION TO DC RACE FOR THE CURE 1,000
    THE ELLINGTON FUND INC
    3500 R STREET NW
    WASHINGTON,DC20007     		NONE PC EVENING AT DUKE'S PLACE EVENT - SUPPORT PROGRAMS AT THE DC SCHOOL OF THE ARTS 10,000
    THE KENNEDY CENTER
    2700 F STREET NW
    WASHINGTON,DC20566     		NONE PC ANNUAL KENNEDY CENTER MAJOR GIFTS AND CAPITAL CAMPAIGN, 2018 NSO GALA 141,107
    THE UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		NONE PC SUPPORT MUSEUM PROGRAMS 14,630
    TZEDEK DC
    4340 CONNECTICUT AVE NW SUITE 319
    WASHINGTON,DC20008     		NONE PC 2018 EAT WELL, DO JUSTICE EVENT - SUPPORT LOW-INCOME DC HOUSEHOLDS FACING DEBT-RELATED CRISES 3,600
    UNITY GAMES INC
    2052 RICHMOND ROAD
    STATEN ISLAND,NY10306     		NONE PC BRING TOGETHER DIVERSE BOYS AND GIRLS TO PLAY BASKETBALL AND LEARN ABOUT EACH OTHER 5,000
    WASHINGTON FIRST YOUTH FOUNDATION
    11921 FREEDOM DRIVE STE 250
    RESTON,VA20190     		NONE PC GOLF INVITATIONAL - BENEFIT INOVA PEDIATRIC HERMATOLOGY/ONCOLOGY PROGRAM 2,204
    WASHINGTON NATIONALS DREAM FOUNDATION
    1500 SOUTH CAPITOL STREET SE
    WASHINGTON,DC20003     		NONE PC 2018 DREAM GALA - PROVIDE A WORLD OF OPPORTUNITY FOR AREA YOUTH USING THE POWER OF BASEBALL 46,000
    WASHINGTON NATIONAL'S YOUTH BASEBALL ACADEMY
    3675 ELY PLACE SE
    WASHINGTON,DC20019     		NONE PC SUPPORT YOUTH BASEBALL AND SOFTBALL PROGRAMS TO AT RISK WASHINGTON DC YOUTH 42,500
    WASHINGTON TENNIS & EDUCATION FOUNDATION
    5220 16TH ST NW
    WASHINGTON,DC20011     		NONE PC 2018 TENNIS BALL - HELP LOW-INCOME STUDENTS IN DC AREA IMPROVE SCHOOL PERFORMANCE 1,000
    WORLD JEWISH CONGRESS AMERICAN SECTION INC
    501 MADISON AVENUE
    NEW YORK,NY10022     		NONE PC FIGHT AGAINST ANTI-SEMITISM THREATENING THE JEWISH COMMUNITY 600
    YELLOW RIBBON FUND INC
    4905 DEL RAY AVE SUITE 500
    BETHESDA,MD20814     		NONE PC DUTY & DEVOTION EVENT - PROVIDE SUPPORT TO WOUNDED AMERICAN SERVICE MEMBERS, THEIR FAMILIES & CAREGIVERS 5,000
    YOUTH LEADERSHIP FOUNDATION INC
    5034 WISCONSIN AVE NW SUITE 250
    WASHINGTON,DC20016     		NONE PC BUILDS CHARACTER AND SUPPORT THE PURSUIT OF ACADEMIC EXCELLENCE FOR THE YOUTH IN DC-MD-VA AREA 10,000
    Total .................................bullet 3a 3,083,731
    bApproved for future payment
    EDLAVITCH JEWISH COMMUNITY CENTER OF WASHINGTON DC
    1529 16TH STREET NW
    WASHINGTON,DC20036     		NONE PC CAPITAL CAMPAIGN - RENOVATION OF PRINCIPAL BUILDING AND SUPPORT ENTRYPOINTDC 400,000
    JEWISH FEDERATION OF GREATER WASHINGTON- ANNUAL CAMPAIGN
    6101 EXECUTIVE BLVD
    NORTH BETHESDA,MD20852     		NONE PC SUPPORT JEWISH FEDERATION PROGRAMS THAT STRIVE TO CREATE PURPOSEFUL JEWISH COMMUNITIES IN THE D.C. AREA 116,667
    Total .................................bullet 3b 516,667
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 10,573  
    4 Dividends and interest from securities....     14 4,761  
    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 15,334 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    15,334
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    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 Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2018
    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 isn't covered by the General Rule and/or the Special Rules doesn't 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 doesn't 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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) 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

    		$ 2,400,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ANNETTE AND THEODORE LERNER
     
    7700 ROCTON AVENUE
     
    CHEVY CHASE, MD20815

    		$ 186,177


    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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
    2
    		 SECURITIES $ 186,177 2018-10-30
    (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) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    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., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. 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) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AllOthProgRltdInvestmentsSch
    Name:
    THE ANNETTE M LERNER AND THEODORE N
     
    LERNER FAMILY FOUNDATION INC
    EIN:
    52-1528436
    Category Amount
    N/A 0

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE ANNETTE M LERNER AND THEODORE N
     
    LERNER FAMILY FOUNDATION INC
    EIN:
    52-1528436
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESTMENT STOCKS 186,177 186,177

    TY 2018 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
    ACCRUED DIVIDENDS-JP MORGAN AT COST 924 924
    ISRAEL BONDS AT COST 250,000 250,000

    TY 2018 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 EXPENSE 240 120   120


    TY 2018 OtherProfessionalFeesSchedule
    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
    TAX SERVICES 575 287   288