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Nonprofit · EIN 20-5436006

THE LAMPERT FOUNDATION

Tax-exempt · BAY HARBOR IS, FL 33154

Financials

$2M$3.1M2023$2.1M$3.3M2024
Revenue Expenses · by fiscal year end
Financials of THE LAMPERT FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$2,063,732$3,254,998-$1,191,266$47,595,200$0$47,595,200
December 31, 2023990-PF$1,980,942$3,074,557-$1,093,615$48,786,466$0$48,786,466
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,343,485
Interest
$720,247

Expenses

Grants and similar amounts paid
$3,226,000
Disbursements for charitable purposes
$3,226,000
Excise tax on investment income
$28,686

Balance sheet and other

Total assets, start of year
$48,786,466
Total assets, end of year
$47,595,200
Total liabilities, end of year
$0
Net assets, end of year
$47,595,200
Fair market value of assets
$65,808,964
Qualifying distributions
$3,226,000
Net investment income
$2,063,732

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
EDWARD S LAMPERT
1170 KANE CONCOURSE 200, BAY HARBOR ISLANDS, FL 33154
Trustee2$0
KINGA KEH LAMPERT
1170 KANE CONCOURSE 200, BAY HARBOR ISLANDS, FL 33154
Trustee2$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
EDWARD S LAMPERT
1170 KANE CONCOURSE 200, BAY HARBOR ISLANDS, FL 33154
Trustee2$0
KINGA KEH LAMPERT
1170 KANE CONCOURSE 200, BAY HARBOR ISLANDS, FL 33154
Trustee2$0

Address and contacts

Address (IRS master file)
1170 KANE CONCOURSE STE 200, BAY HARBOR IS, FL 33154-2006
In care of
% ESL INVESTMENTS INC
Signed the 990-PF
EDWARD S LAMPERT, Trustee
Phone
(305) 507-2029
Return prepared by
KB Financial Advisory Partners LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-5436006
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
2006
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$47,595,200
Income (IRS master file)
$2,063,732

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$2,063,732$3,254,998$47,595,200IRS
990-PFDecember 2023$1,980,942$3,074,557$48,786,466XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 20-5436006).

Questions about THE LAMPERT FOUNDATION

What is the EIN of THE LAMPERT FOUNDATION?
The employer identification number (EIN) of THE LAMPERT FOUNDATION is 20-5436006.
Is THE LAMPERT FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
Are donations to THE LAMPERT FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE LAMPERT FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE LAMPERT FOUNDATION due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE LAMPERT FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of THE LAMPERT FOUNDATION?
The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does THE LAMPERT FOUNDATION have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,063,732, expenses of $3,254,998 and total assets of $47,595,200 at year end.

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