Dean W Lambert Charitable Tuw

LOUISVILLE, KY EIN: 35-6733603

Dean W Lambert Charitable Tuw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $595K in total assets. In 2024, it awarded 1 grants totaling $57K. Net investment income was $49K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$595K

-1.8% YoY

Annual Giving

$57K

+39.9% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$57K

+39.9% YoY

Under IRS private-foundation payout rules, Dean W Lambert Charitable Tuw reported a distributable amount of $50K for 2024 — the minimum it must pay out in qualifying distributions.

About Dean W Lambert Charitable Tuw

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Kentucky $216K (100%)

States

Kentucky

Cities

Berea

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$594,792	$605,922	$605,404
Revenue	$57,927	$51,273	$18,646
Expenses	$69,049	$50,754	$58,091
Qualifying Distributions	$59,320	$42,888	$49,835
Net Investment Income	$49,262	$42,940	$9,293
Distributable Amount	$49,839	$59,027	$42,976

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

Grant Size Distribution

5 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Church of Christ Union ($56,560).

Recipient	Purpose	Amount
CHURCH OF CHRIST UNION BEREA, KY	GENERAL CHARITABLE PURPOSES	$56,560

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
BAIRD TRUST COMPANY	TRUSTEE	3	$10,038

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Dean W Lambert Charitable Tuw?

Dean W Lambert Charitable Tuw is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in LOUISVILLE, KY. It holds $595K in total assets as of 2024.

How large is Dean W Lambert Charitable Tuw?

As of 2024, Dean W Lambert Charitable Tuw holds $595K in total assets with $58K in annual revenue. It awarded 1 grants totaling $57K in 2024.

Where does Dean W Lambert Charitable Tuw operate?

Dean W Lambert Charitable Tuw has awarded grants in Kentucky.

What size grants does Dean W Lambert Charitable Tuw award?

In 2024, Dean W Lambert Charitable Tuw awarded 1 grants totaling $57K — an average of about $57K per grant, based on its IRS Form 990 filings.

How much is Dean W Lambert Charitable Tuw required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Dean W Lambert Charitable Tuw reported a distributable amount of $50K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.