2026-05-12T15:28:47-05:00 2025-12-31 ERNST & YOUNG US LLP 1001 LAKESIDE AVE STE 1800 CLEVELAND OH 44305 990PF 2025-01-01 341744726 THE LERNER FOUNDATION % JIM HOELTING LERN 4408915022 26380 CURTISS WRIGHT PKWY Suite 305 RICHMOND HEIGHTS OH 44113 NORMA LERNER PRESIDENT/TREASURER 4409815000 2026-05-15 true JASON BELOT P00183464 2165838826 2025 2025-03-06 01:10:19Z X 1038412 X 1036400 10 10 2117 2117 58571 1683999 58571 1097098 60698 0 212 212 9955 9955 10167 0 10167 1374760 1374760 1384927 0 1384927 -287829 60698 0 714386 1038412 1038412 1507106 0 0 0 2221492 1038412 1038412 0 0 X 2221492 1038412 2221492 1038412 2221492 1038412 2221492 -287829 1933663 895251 1038412 BANK OF AMERICA CORP D 2011-11-17 2025-11-25 1042246 118322 923924 923924 ALPHATEC HOLDINGS INC P 2025-11-21 412455 1507106 -1094651 -1094651 MADOFF RECOVERY 2025-12-31 229298 0 229298 229298 58571 844 844 844 5000 0 5000 X 4156 4156 0 false false false false false false true true OH true false false false false true N/A JIM HOELTING 2169287333 26380 CURTISS WRIGHT PARKWAY STE 3 RICHMOND HEIGHTS OH 44113 false false false false false false false false false false false false false false false false false false false false false NORMA LERNER 26380 CURTISS WRIGHT PKWY RICHMOND HEIGHTS OH 44113 PRESIDENT/TREASURER 0 0 0 0 RANDOLPH LERNER 26380 CURTISS WRIGHT PKWY RICHMOND HEIGHTS OH 44113 VICE PRESIDENT 0 0 0 0 NANCY LERNER 26380 CURTISS WRIGHT PKWY RICHMOND HEIGHTS OH 44113 VICE PRESIDENT 0 0 0 0 DANIEL PEARSON 1114 Avenue of the Americas 17th Floor New York NY 10036 Secretary 0 0 0 0 NONE NONE 225597 811681 0 1037278 0 1037278 15559 1021719 51086 51086 844 844 50242 50242 50242 1384927 0 0 0 0 1384927 50242 0 2023 2022 2021 0 1593119 1436525 1524327 1689163 1341043 7584177 1384927 0 50242 1334685 8918862 0 0 0 0 1593119 7325743 1436525 1524327 1689163 1341043 1334685 NORMA LERNER X CLEVELAND ORCHESTRA 11001 EUCLID AVENUE CLEVELAND OH 44106 NONE PC GENERAL OPERATIONS 354500 JEWISH FEDERATION OF CLEVELAND 25701 SCIENCE PARK DRIVE CLEVELAND OH 44122 NONE PC GENERAL OPERATIONS 500000 US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 NONE PC GENERAL OPERATIONS 10000 FOUNDATION FOR ART & PRESERVATION IN EMBASSIES 1725 I STREET NW SUITE 300 WASHINGTON DC 20006 NONE PC GENERAL OPERATIONS 20000 MEMORIAL SLOAN KETTERING CANCER CENTER 885 SECOND AVENUE 8TH FLOOR NEW YORK NY 10017 NONE PC GENERAL OPERATIONS 100000 CLEVELAND CLINIC - VELOSANO 3050 SCIENCE PARK DRIVE BEACHWOOD OH 44122 NONE PC GENERAL OPERATIONS 50000 UNITED WAY OF GREATER CLEVELAND 1331 EUCLID AVENUE CLEVELAND OH 44115 NONE PC GENERAL OPERATIONS 50000 WORLD JEWISH CONGRESS 501 MADISON AVE NEW YORK NY 10022 NONE PC GENERAL OPERATIONS 50000 MANDEL JEWISH COMMUNITY CENTER OF CLEVELAND 26001 SOUTH WOODLAND ROAD BEACHWOOD OH 44122 NONE PC GENERAL OPERATIONS 900 LIFELINE PILOTS 4507 N STERLING AVE SUITE 402 PEORIA IL 61615 NONE PC GENERAL OPERATIONS 8000 CUYAHOGA COMMUNITY COLLEGE FOUNDATION 700 CARNEGIE AVENUE CLEVELAND OH 44115 NONE PC GENERAL OPERATIONS 24500 CLEVELAND CLINIC CHILDREN'S 300 LAKESIDE AVE E CLEVELAND OH 44113 NONE PC GENERAL OPERATIONS 48400 GREATER CLEVELAND FOOD BANK 13815 COIT ROAD CLEVELAND OH 44110 NONE PC GENERAL OPERATIONS 50000 IN STEPS WITH HORSES 7212 WILSON MILLS RD CHESTERLAND OH 44026 NONE PC GENERAL OPERATIONS 600 CROHN'S & COLITIS FOUNDATION 4700 ROCKSIDE ROAD 425 INDEPENDENCE OH 44131 NONE PC GENERAL OPERATIONS 2500 BIKUR CHOLIM 1845 SOUTH TAYLOR RD CLEVELAND HEIGHTS OH 44118 NONE PC GENERAL OPERATIONS 10000 CEDARS-SINAI 6500 WILSHIRE BLVD SUITE 1600 LOS ANGELES CA 90048 NONE PC GENERAL OPERATIONS 25000 CLEVELAND CLINIC FOUNDATION - PAIN MANAGEMENT 9500 EUCLID AVENUE HS1-15 CLEVELAND OH 441950002 NONE PC GENERAL OPERATIONS 15000 DOWN SYNDROME ACHIEVES PO BOX 1596 DUBLIN OH 43017 NONE PC GENERAL OPERATIONS 10000 HOMES FOR LIFE FOUNDATION 1106 BERKELY ROAD WILMINGTON DE 19807 NONE PC GENERAL OPERATIONS 10000 HUNTING VALLEY FOUNDATION 2545 SOM CENTER ROAD HUNTING VALLEY OH 44022 NONE PC GENERAL OPERATIONS 2000 MALTZ MUSEUM OF JEWISH HERITAGE 2929 RICHMOND ROAD BEACHWOOD OH 44122 NONE PC GENERAL OPERATIONS 25000 NA'AMAT USA 6505 WILSHIRE BLVD SUITE 635 LOS ANGELES CA 90048 NONE PC GENERAL OPERATIONS 1000 TELSHE YESHIVA 28400 EUCLID AVE WICKLIFFE OH 44092 NONE PC GENERAL OPERATIONS 360 THE TEMPLE-TIFERETH ISRAEL 26000 SHAKER BLVD BEACHWOOD OH 44122 NONE PC GENERAL OPERATIONS 5000 WAGS 4 KIDS 112 EAST CENTER STREET BEREA OH 44017 NONE PC GENERAL OPERATIONS 1000 WESTERN RESERVE HISTORICAL SOCIETY 10825 EAST BOULEVARD CLEVELAND OH 44106 NONE PC GENERAL OPERATIONS 1000 1374760 14 10 14 2117 18 58571 TREMONT SETTLEMENT 01 229298 289996 289996 false false false false false false false false false false X X 1 NORMA W LERNER 37185 SOUTH WOODLAND ROAD HUNTING VALLEY OH 44022 1036400 X NONE ALPHATEC STOCK 0 0 HEALTHPOINT CAPITAL AT COST BOOK TO TAX DIFFERENCE (FMV > COST) 895251 TREASURER - STATE OF OHIO 200 200 MISCELLANEOUS 9755 9755 OTHER PROFESSIONAL FEES 212 212 TAX ON INVESTMENT INCOME