Nonprofit · EIN 51-0169039
MILES LERMAN FAMILY FOUNDATION
Tax-exempt · PHILADELPHIA, PA 19102
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $310,303 | $444,350 | -$134,047 | $6,040,858 | $3,000 | $6,037,858 |
| June 30, 2024 | 990-PF | -$173,909 | $468,682 | -$642,591 | $6,127,738 | $3,054 | $6,124,684 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $92,320
- Interest
- $8,718
- Net rental income
- -$6,764
- Net gain from sales of assets
- $183,949
- Other income
- -$1,731
Expenses
- Grants and similar amounts paid
- $324,016
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $31,322
- Disbursements for charitable purposes
- $354,687
- Excise tax on investment income
- $3,067
Balance sheet and other
- Total assets, start of year
- $6,127,738
- Total assets, end of year
- $6,040,858
- Total liabilities, end of year
- $3,000
- Net assets, end of year
- $6,037,858
- Fair market value of assets
- $7,461,586
- Qualifying distributions
- $354,687
- Net investment income
- $310,303
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID LERMAN 1519 SPRUCE STREET APT 2, PHILADELPHIA, PA 19102 | TRUSTEE | 0.25 | $0 |
| JEANETTE LERMAN NEUBAUER 210 W RITTENHOUSE SQUARE SUITE 3105, PHILADELPHIA, PA 19103 | TRUSTEE | 0.25 | $0 |
990-PF for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID LERMAN 1519 SPRUCE STREET APT 2, PHILADELPHIA, PA 19102 | TRUSTEE | 0.25 | $0 |
| JEANETTE LERMAN NEUBAUER 210 W RITTENHOUSE SQUARE SUITE 3105, PHILADELPHIA, PA 19103 | TRUSTEE | 0.25 | $0 |
Address and contacts
- Address (IRS master file)
- 1519 SPRUCE STREET, PHILADELPHIA, PA 19102-4577
- In care of
- % DAVID LERMAN
- Signed the 990-PF
- DAVID LERMAN, TRUSTEE
- Phone
- (215) 545-4545
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 51-0169039
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1976
- Accounting year ends
- June
- Files
- Form 990-PF
- Assets (IRS master file)
- $6,040,858
- Income (IRS master file)
- $906,830
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $310,303 | $444,350 | $6,040,858 | IRS |
| 990-T | June 2025 | – | – | – | IRS |
| 990-PF | June 2024 | -$173,909 | $468,682 | $6,127,738 | XML |
| 990-T | June 2024 | – | – | – | IRS |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-T | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-T | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 51-0169039).
Questions about MILES LERMAN FAMILY FOUNDATION
- What is the EIN of MILES LERMAN FAMILY FOUNDATION?
- The employer identification number (EIN) of MILES LERMAN FAMILY FOUNDATION is 51-0169039.
- Is MILES LERMAN FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1976.
- Are donations to MILES LERMAN FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does MILES LERMAN FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of MILES LERMAN FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILES LERMAN FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of MILES LERMAN FAMILY FOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does MILES LERMAN FAMILY FOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $310,303, expenses of $444,350 and total assets of $6,040,858 at year end.
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