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Nonprofit · EIN 36-7335154

LAMPERT FAM FOUNDATION UTA 121500

Also known as BYRD SUSAN TTEE

Tax-exempt · SAN FRANCISCO, CA 94123

Financials

$20.6M$6.8M2023$10.4M$6.3M2024
Revenue Expenses · by fiscal year end
Financials of LAMPERT FAM FOUNDATION UTA 121500 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$10,400,319$6,250,257$4,150,062$147,834,462$262,730$147,571,732
December 31, 2023990-PF$20,616,744$6,765,049$13,851,695$147,902,242$99,282$147,802,960
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Dividends
$670,010
Interest
$1,918,011
Net gain from sales of assets
$7,842,239
Other income
-$29,941

Expenses

Grants and similar amounts paid
$5,360,000
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$258,289
Disbursements for charitable purposes
$5,396,175
Excise tax on investment income
$137,868

Balance sheet and other

Total assets, start of year
$147,902,242
Total assets, end of year
$147,834,462
Total liabilities, end of year
$262,730
Net assets, end of year
$147,571,732
Fair market value of assets
$147,834,462
Qualifying distributions
$5,396,175
Net investment income
$10,391,095

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 / weekCompensationOther / benefits
KATHERINE CLEMENTS
2415 GREEN STREET, SAN FRANCISCO, CA 94123
FOUNDATION ASSOCIATE
Highest-paid employee
40$187,299$9,721
MARK LAMPERT
2415 Green Street, San Francisco, CA 94123
TRUSTEE1$0$0
SUSAN BYRD
2415 Green Street, San Francisco, CA 94123
TRUSTEE1$0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensationOther / benefits
KATHERINE CLEMENTS
2415 GREEN STREET, SAN FRANCISCO, CA 94123
FOUNDATION ASSOCIATE
Highest-paid employee
40$194,768$12,432
JANET OH
2415 GREEN STREET, SAN FRANCISCO, CA 94123
FOUNDATION ASSOCIATE
Highest-paid employee
40$47,492$2,500
MARK LAMPERT
2415 Green Street, San Francisco, CA 94123
TRUSTEE1$0$0
SUSAN BYRD
2415 Green Street, San Francisco, CA 94123
TRUSTEE1$0$0

Address and contacts

Address (IRS master file)
2415 GREEN ST, SAN FRANCISCO, CA 94123-4626
In care of
% MARK LAMPERT
Signed the 990-PF
MARK LAMPERT, TRUSTEE
Phone
(415) 288-2395
Return prepared by
ERNST & YOUNG US LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 36-7335154 or by the name LAMPERT FAM FOUNDATION UTA 121500.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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
36-7335154
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$147,834,462
Income (IRS master file)
$46,707,649

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$10,400,319$6,250,257$147,834,462XML
990-TDecember 2024–––IRS
990-PFDecember 2023$20,616,744$6,765,049$147,902,242XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2017–––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 36-7335154).

Questions about LAMPERT FAM FOUNDATION UTA 121500

What is the EIN of LAMPERT FAM FOUNDATION UTA 121500?
The employer identification number (EIN) of LAMPERT FAM FOUNDATION UTA 121500 is 36-7335154.
Is LAMPERT FAM FOUNDATION UTA 121500 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to LAMPERT FAM FOUNDATION UTA 121500 tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LAMPERT FAM FOUNDATION UTA 121500 file?
Form 990-PF. Private foundations file every year.
When is the next return of LAMPERT FAM FOUNDATION UTA 121500 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 LAMPERT FAM FOUNDATION UTA 121500 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 LAMPERT FAM FOUNDATION UTA 121500?
The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $187,299 (KATHERINE CLEMENTS, FOUNDATION ASSOCIATE).
How much revenue does LAMPERT FAM FOUNDATION UTA 121500 have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $10,400,319, expenses of $6,250,257 and total assets of $147,834,462 at year end.

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