Carl F Lambertus Trust 1300-0002854
Carl F Lambertus Trust 1300-0002854 is a private foundation, based in Tulsa, OK. IRS filing data is available from 2022 through 2025. As of 2025, the organization holds $1.2M in total assets. In 2025, it awarded 1 grant totaling $287K. Net investment income was $119K.
Carl F Lambertus Trust 1300-0002854 at a glance
In short: Carl F Lambertus Trust 1300-0002854 gave $287K across 1 grant in 2025 (avg $287K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $287,222
- Grants made (2025)
- 1
- Average grant
- $287,222
- Median grant
- $287,222
- Total assets
- $1,228,465
- -10.7% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who Carl F Lambertus Trust 1300-0002854 funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Watch Tower Bible and Tract Society of ($287K).
Grant Size Distribution
2 grants across all recorded years
The most common grant size was in the $100–250K range: 1 grant of 2 (50%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Carl F Lambertus Trust 1300-0002854 gives
- Giving grew 143% from 2022 to 2025. Method
- In 2025 it paid out 399% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2025, annual grant giving ranged from $118K (2022) to $287K (2025). In 2025 it made 1 grant totaling $287K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Watch Tower Bible and Tract Society of Wallkill, NY | Support | $287,222 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,228,465 | $147,119 | $400,647 | $287,222 | 1 | $297,914 | $119,493 | $74,734 |
| 2024 | $1,375,567 | $112,941 | $11,393 | — | — | $2,539 | $104,087 | $79,351 |
| 2023 | $1,415,649 | $121,912 | $12,221 | — | — | $2,311 | $97,561 | $72,486 |
| 2022 | $1,306,960 | $127,211 | $132,740 | $118,323 | 1 | $123,241 | $106,995 | $81,120 |
Under IRS private-foundation payout rules, Carl F Lambertus Trust 1300-0002854 reported a distributable amount of $75K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Carl F Lambertus Trust 1300-0002854's only listed officer is Bokf NA, Trustee on the 2025 filing (compensated).
Officers on the 2025 filing
Bokf NA
Trustee
New on the 2025 filing
10 hrs/week
$8K (2025)
Former officers (1)
- Former: First Bank AND Trust Company (2022–2024) — Trustee
Data from IRS Form 990 filings, 2022–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $8K, to Bokf NA (Trustee).
Frequently asked questions about Carl F Lambertus Trust 1300-0002854
How much does Carl F Lambertus Trust 1300-0002854 give each year?
Carl F Lambertus Trust 1300-0002854 gave $287K across 1 grant in 2025, according to its 2025 IRS Form 990-PF.
How large is Carl F Lambertus Trust 1300-0002854?
Carl F Lambertus Trust 1300-0002854 reported $1.2M in total assets on its 2025 IRS Form 990-PF. It paid out $298K in qualifying distributions that year, against a required minimum of $75K (roughly 5% of its investment assets).
Where does Carl F Lambertus Trust 1300-0002854 operate?
Carl F Lambertus Trust 1300-0002854 has awarded grants in New York.
What is Carl F Lambertus Trust 1300-0002854's EIN?
Carl F Lambertus Trust 1300-0002854's EIN (Employer Identification Number) is 26-6335786. IRS Form 990 filing data is available on this page for 2022–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2022 (received by the IRS December 5, 2025)
- Added Form 990-PF for fiscal year 2023 (received by the IRS December 5, 2025)
- Added Form 990-PF for fiscal year 2024 (received by the IRS December 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
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