Nonprofit · EIN 82-3794617
PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC
Tax-exempt · NORWOOD, MA 02062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $46,562,396 | $14,200,742 | $32,361,654 | $297,921,784 | $0 | $297,921,784 |
| December 31, 2023 | 990-PF | $9,426,539 | $14,704,713 | -$5,278,174 | $265,560,132 | $0 | $265,560,132 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $30,150,000
- Dividends
- $10,844,138
- Net gain from sales of assets
- $5,568,258
Expenses
- Grants and similar amounts paid
- $13,908,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $13,911,212
- Excise tax on investment income
- $224,108
Balance sheet and other
- Total assets, start of year
- $265,560,130
- Total assets, end of year
- $297,921,784
- Total liabilities, end of year
- $0
- Net assets, end of year
- $297,921,784
- Fair market value of assets
- $316,446,398
- Qualifying distributions
- $13,911,212
- Net investment income
- $16,412,396
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER K LAMBERTUS C/O BARTLETT PC 2 OLIVER ST STE 405, BOSTON, MA 02109 | PRESIDENT | 1 | $0 |
| EDWARD J BARTLETT JR C/O BARTLETT PC 2 OLIVER ST STREET, STE 405, BOSTON, MA 02109 | TREASURER & CLERK | 1 | $0 |
| ANN W LAMBERTUS C/O BARTLETT PC 2 OLIVER ST STE 405, BOSTON, MA 02109 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PETER K LAMBERTUS C/O BARTLETT PC 155 FEDERAL STREET, SUITE 402, BOSTON, MA 02110 | PRESIDENT | 1 | $0 |
| EDWARD J BARTLETT JR C/O BARTLETT PC 155 FEDERAL STREET, SUITE 402, BOSTON, MA 02110 | TREASURER & CLERK | 1 | $0 |
| ANN W LAMBERTUS C/O BARTLETT PC 155 FEDERAL STREET, SUITE 402, BOSTON, MA 02110 | DIRECTOR | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 CENTRAL ST UNIT 37, NORWOOD, MA 02062-7001
- In care of
- % EDWARD J BARTLETT JR
- Signed the 990-PF
- EDWARD J BARTLETT JR, TREASURER
- Phone
- (617) 904-9424
- Return prepared by
- ANDREW J WILSON & COMPANY 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not 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
- 82-3794617
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $297,921,784
- Income (IRS master file)
- $96,938,592
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $46,562,396 | $14,200,742 | $297,921,784 | IRS |
| 990-PF | December 2023 | $9,426,539 | $14,704,713 | $265,560,132 | 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 82-3794617).
Questions about PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC
- What is the EIN of PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC?
- The employer identification number (EIN) of PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC is 82-3794617.
- Is PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC 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 PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC 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 PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does PETER AND ANN LAMBERTUS FAMILY FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $46,562,396, expenses of $14,200,742 and total assets of $297,921,784 at year end.
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