Nonprofit · EIN 47-4782304
ROBERT M AND MARGARET J LAMPERT FOUNDATION INC
Tax-exempt · PORT WASHINGTON, WI 53074
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $90,509 | $102,340 | -$11,831 | $1,746,159 | $0 | $1,746,159 |
| December 31, 2024 | 990-PF | $107,539 | $123,026 | -$15,487 | $1,757,990 | $0 | $1,757,990 |
| December 31, 2023 | 990-PF | $32,472 | $152,239 | -$119,767 | $1,773,477 | $0 | $1,773,477 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $1,100
- Dividends
- $39,411
- Interest
- $5,942
- Net gain from sales of assets
- $44,031
- Other income
- $25
Expenses
- Grants and similar amounts paid
- $80,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $82,172
- Excise tax on investment income
- $990
Balance sheet and other
- Total assets, start of year
- $1,757,990
- Total assets, end of year
- $1,746,159
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,746,159
- Fair market value of assets
- $2,190,182
- Qualifying distributions
- $82,172
- Net investment income
- $89,384
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN M ANSAY 1329 W GRAND AVENUE, PORT WASHINGTON, WI 53074 | PRESIDENT | 2 | $0 |
| COLLEEN M BURMESCH 1329 W GRAND AVENUE, PORT WASHINGTON, WI 53074 | DIRECTOR | 1 | $0 |
| KATHRYN E MCCAIN-ANSAY 1329 W GRAND AVENUE, PORT WASHINGTON, WI 53074 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN M ANSAY 1329 W GRAND AVENUE, PORT WASHINGTON, WI 53074 | PRESIDENT | 2 | $0 |
| COLLEEN M BURMESCH 1329 W GRAND AVENUE, PORT WASHINGTON, WI 53074 | DIRECTOR | 1 | $0 |
| KATHRYN E MCCAIN-ANSAY 1329 W GRAND AVENUE, PORT WASHINGTON, WI 53074 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEAN M ANSAY 1329 W GRAND AVE STE 200, PORT WASHINGTON, WI 53074 | PRESIDENT | 2 | $0 |
| COLLEEN M BURMESCH 1329 W GRAND AVE STE 200, PORT WASHINGTON, WI 53074 | DIRECTOR | 1 | $0 |
| KATHRYN E MCCAIN - ANSAY 10233 N RANGE LINE COURT, MEQUON, WI 53092 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1329 W GRAND AVENUE SUITE 200, PORT WASHINGTON, WI 53074-2005
- Signed the 990-PF
- JEAN M ANSAY, PRESIDENT
- Phone
- (262) 284-0442
- Return prepared by
- CLIFTONLARSONALLEN LLP
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 47-4782304
- 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
- 2017
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $1,746,159
- Income (IRS master file)
- $396,925
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $90,509 | $102,340 | $1,746,159 | XML |
| 990-PF | December 2024 | $107,539 | $123,026 | $1,757,990 | XML |
| 990-PF | December 2023 | $32,472 | $152,239 | $1,773,477 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 47-4782304).
Questions about ROBERT M AND MARGARET J LAMPERT FOUNDATION INC
- What is the EIN of ROBERT M AND MARGARET J LAMPERT FOUNDATION INC?
- The employer identification number (EIN) of ROBERT M AND MARGARET J LAMPERT FOUNDATION INC is 47-4782304.
- Is ROBERT M AND MARGARET J LAMPERT FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to ROBERT M AND MARGARET J LAMPERT FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROBERT M AND MARGARET J LAMPERT FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROBERT M AND MARGARET J LAMPERT FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROBERT M AND MARGARET J LAMPERT FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of ROBERT M AND MARGARET J LAMPERT FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ROBERT M AND MARGARET J LAMPERT FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $90,509, expenses of $102,340 and total assets of $1,746,159 at year end.
Other nonprofits in PORT WASHINGTON
- WILLIAM A AND GRACE D BOETTCHER FOUNDATION INC EIN 61-1502743 · last filed 990-PF for 2025
- BOARD OF REGENTS OF THE UNIVERSITY OF WISCONSIN SYSTEM EIN 51-0164313 · last filed 990-EZ for 2025
- PW PRIDE INC EIN 88-1919636 · last filed 990-N for 2025
- STEVES CLUB NATIONAL PROGRAM EIN 33-3059920 · last filed 990-N for 2025
- ORDER OF THE EASTERN STAR OF THE STATE OF WISCONSIN EIN 23-7534388 · last filed 990-N for 2025