Lerner Family Supporting Organization

Lerner Stu Et Al Ttee

Walnut Creek, CA
Tax-exempt since Nov. 2005
EIN: 54-6644172

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This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Revenue

$2 (2024)

Expenses

$9.34k (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

Expenses

$9,343

Net Income

-$9,341

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,593	92.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Stuart Lerner (Trustee)	$0	$0
Karen Lerner (Trustee)	$0	$0
Mark Lerner (Director)	$0	$0
Robert Mullarkey (Director)	$0	$0
Matthew Cox (Director)	$0	$0

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990-PF

Filed on May 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$33,280

Expenses

$16,775

Net Income

$16,505

Net Assets

$20,091

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$33,275	100.0%
Interest Revenue	$0
Dividends	$5	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,000	95.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$20,091
Total Liabilities	$0
Net Assets	$20,091

Compensation

Key Employees and Officers	Compensation	Other
Stuart Lerner (Trustee)	$0	$0
Karen Lerner (Trustee)	$0	$0
Mark Lerner (Director)	$0	$0
Robert Mullarkey (Director)	$0	$0
Matthew Cox (Director)	$0	$0

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990-PF

Filed on Nov. 27, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$8,615

Expenses

$18,275

Net Income

-$9,660

Net Assets

$3,586

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$8,210	95.3%
Interest Revenue	$0
Dividends	$418	4.9%
Sales of Assets	-$13
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$17,500	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,586
Total Liabilities	$0
Net Assets	$3,586

Compensation

Key Employees and Officers	Compensation	Other
Stuart Lerner (Trustee)	$0	$0
Karen Lerner (Trustee)	$0	$0
Mark Lerner (Director)	$0	$0
Robert Mullarkey (Director)	$0	$0
Matthew Cox (Director)	$0	$0

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990-PF

Filed on Oct. 4, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$502

Expenses

$17,250

Net Income

-$16,748

Net Assets

$13,246

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$502	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,500	95.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,246
Total Liabilities	$0
Net Assets	$13,246

Compensation

Key Employees and Officers	Compensation	Other
Stuart Lerner (Trustee)	$0	$0
Karen Lerner (Trustee)	$0	$0
Mark Lerner (Director)	$0	$0
Robert Mullarkey (Director)	$0	$0
Matthew Cox (Director)	$0	$0

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990-PF

Filed on May 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$1,534

Expenses

$15,551

Net Income

-$14,017

Net Assets

$29,993

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,233	80.4%
Sales of Assets	$301	19.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,750	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$29,994
Total Liabilities	$1
Net Assets	$29,993

Compensation

Key Employees and Officers	Compensation	Other
Stuart Lerner (Trustee)	$0	$0
Karen Lerner (Trustee)	$0	$0
Mark Lerner (Director)	$0	$0
Robert Mullarkey (Director)	$0	$0
Matthew Cox (Director)	$0	$0

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990-PF

Filed on April 21, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2019

Revenue

$2,961

Expenses

$21,913

Net Income

-$18,952

Net Assets

$44,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,287	77.2%
Sales of Assets	$674	22.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,000	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$44,011
Total Liabilities	$1
Net Assets	$44,010

Compensation

Key Employees and Officers	Compensation	Other
Stuart Lerner (Trustee)	$0	$0
Karen Lerner (Trustee)	$0	$0
Mark Lerner (Director)	$0	$0
Robert Mullarkey (Director)	$0	$0
Matthew Cox (Director)	$0	$0

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990-PF

Filed on May 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$2,366

Expenses

$19,491

Net Income

-$17,125

Net Assets

$62,653

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$2,366	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$18,670	95.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$62,653
Total Liabilities	$0
Net Assets	$62,653

Compensation

Key Employees and Officers	Compensation	Other
Stuart Lerner (Trustee)	$0	$0
Karen Lerner (Trustee)	$0	$0
Mark Lerner (Director)	$0	$0
Robert Mullarkey (Director)	$0	$0
Matthew Cox (Director)	$0	$0

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990-PF

Filed on June 24, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$3,064

Expenses

$45,330

Net Income

-$42,266

Net Assets

$81,515

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$3,021	98.6%
Sales of Assets	$43	1.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$44,500	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$81,515
Total Liabilities	$0
Net Assets	$81,515

Compensation

Key Employees and Officers	Compensation	Other
Stuart Lerner (Trustee)	$0	$0
Karen Lerner (Trustee)	$0	$0
Mark Lerner (Director)	$0	$0
Robert Mullarkey (Director)	$0	$0
Matthew Cox (Director)	$0	$0

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990-PF

Filed on April 2, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$2,573

Expenses

$59,037

Net Income

-$56,464

Net Assets

$121,589

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,382	> 100%
Sales of Assets	-$1,809
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$58,100	98.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$121,589
Total Liabilities	$0
Net Assets	$121,589

Compensation

Key Employees and Officers	Compensation	Other
Stuart Lerner (Trustee)	$0	$0
Karen Lerner (Trustee)	$0	$0
Mark Lerner (Director)	$0	$0
Robert Mullarkey (Director)	$0	$0
Matthew Cox (Director)	$0	$0

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990-PF

Filed on April 25, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$9,171

Expenses

$35,270

Net Income

-$26,099

Net Assets

$178,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$9,150	99.8%
Sales of Assets	$21	0.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$34,825	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$178,053
Total Liabilities	$0
Net Assets	$178,053

Compensation

Key Employees and Officers	Compensation	Other
Stuart Lerner (Trustee)	$0	$0
Karen Lerner (Trustee)	$0	$0
Mark Lerner (Director)	$0	$0
Robert Mullarkey (Director)	$0	$0
Matthew Cox (Director)	$0	$0

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990-PF

Filed on March 29, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$210,788

Expenses

$49,194

Net Income

$161,594

Net Assets

$207,584

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$125,000	59.3%
Interest Revenue	$0
Dividends	$5,788	2.7%
Sales of Assets	$80,000	38.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$48,800	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$207,584
Total Liabilities	$0
Net Assets	$207,584

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$4,556

Expenses

$57,707

Net Income

-$53,151

Net Assets

$132,109

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$4,514	99.1%
Sales of Assets	$42	0.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$57,250	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$132,109
Total Liabilities	$0
Net Assets	$132,109

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$50,811

Expenses

$66,785

Net Income

-$15,974

Net Assets

$190,238

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	98.4%
Interest Revenue	$0
Dividends	$6,325	12.4%
Sales of Assets	$0
Other Income	-$960

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,275	99.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$190,238
Total Liabilities	$0
Net Assets	$190,238

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$100,013

Expenses

$26,088

Net Income

$73,925

Net Assets

$206,248

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100,000	100.0%
Interest Revenue	$0
Dividends	$13	0.0%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,775	98.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$206,248
Total Liabilities	$0
Net Assets	$206,248

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Types of Nonprofits

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Updated June 30, 2025

Lerner Family Supporting Organization

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2 (2024)

Expenses $9.34k (2024)

Total Assets $0 (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$2 (2024)

Expenses

$9.34k (2024)

Total Assets

$0 (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005