John & Juanita Lambert Charitable FD
John & Juanita Lambert Charitable FD is a private foundation, based in Milwaukee, WI. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $791K in total assets. In 2025, it awarded 8 grants totaling $52K. Net investment income was $50K.
John & Juanita Lambert Charitable FD at a glance
In short: John & Juanita Lambert Charitable FD gave $52K across 8 grants in 2025 (avg $7K), mostly in Oregon. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $52,056
- +73.5% vs 2024
- Grants made (2025)
- 8
- +0.0% vs 2024
- Average grant
- $6,507
- +73.5% vs 2024
- Median grant
- $6,507
- Total assets
- $790,778
- -0.4% vs 2024
- Primary geography
- Oregon (50% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who John & Juanita Lambert Charitable FD funds
How this funder distributes its grants
Top Recipients
Top 8 recipients in 2025
The largest 2025 recipient was The Nature Conservancy ($7K). Together the top 8 received $52K.
Grant Size Distribution
32 grants across all recorded years
The most common grant size was under $50K: 32 grants of 32 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How John & Juanita Lambert Charitable FD gives
- Giving held roughly steady from 2022 to 2025 (−10%). Method
- In 2025 it paid out 112% 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 2021 to 2025, annual grant giving ranged from $30K (2024) to $58K (2022). In 2025 it made 8 grants totaling $52K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Nature Conservancy Arlington, VA | General Operating | $6,507 |
| Save the Children Fairfield, CT | General Operating | $6,507 |
| The Salvation Army Alexandria, VA | General Operating | $6,507 |
| YMCA Washington, DC | General Operating | $6,507 |
| Union Gospel Mission Salem, OR | General Operating | $6,507 |
| Salem Public Library Foundation Salem, OR | General Operating | $6,507 |
| Ashland Parks Foundation Ashland, OR | General Operating | $6,507 |
| Westminster Presbyterian Church Salem, OR | General Operating | $6,507 |
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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 | $790,778 | $67,763 | $71,271 | $52,056 | 8 | $54,478 | $50,499 | $48,513 |
| 2024 | $794,272 | $48,381 | $46,276 | $30,000 | 8 | $32,994 | $30,794 | $43,732 |
| 2023 | $792,167 | $19,095 | $18,401 | — | — | $3,072 | $5,651 | $41,730 |
| 2022 | $791,483 | $122,733 | $77,246 | $57,944 | 8 | $61,275 | $106,699 | $52,205 |
| 2021 | $745,995 | $24,131 | $72,447 | $54,464 | 8 | — | $9,011 | $50,815 |
Under IRS private-foundation payout rules, John & Juanita Lambert Charitable FD reported a distributable amount of $49K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
John & Juanita Lambert Charitable FD's only listed officer is US Bank N A, Trustee on every filing since 2024 (compensated).
Officers on the 2025 filing
US Bank N A
Trustee
On filings since 2024
1 hr/week
$14K (2024) → $15K (2025)
Former officers (1)
- Former: US Bank NA (2021–2023) — Trustee
Data from IRS Form 990 filings, 2021–2025. "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 $15K, to US Bank N a (Trustee).
Frequently asked questions about John & Juanita Lambert Charitable FD
How much does John & Juanita Lambert Charitable FD give each year?
John & Juanita Lambert Charitable FD gave $52K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $30K across 8 grants.
What is John & Juanita Lambert Charitable FD's typical grant size?
John & Juanita Lambert Charitable FD's median grant in 2025 was $6,507, and its average grant was $6,507, across 8 grants on its 2025 IRS Form 990-PF.
Where does John & Juanita Lambert Charitable FD give grants?
John & Juanita Lambert Charitable FD gives mostly in Oregon: 50% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Virginia (25%) and Connecticut (13%). The most frequent recipient cities were Salem, OR (3 grants).
Does John & Juanita Lambert Charitable FD give general operating support?
Yes: 100% of John & Juanita Lambert Charitable FD's 2025 grants with a stated purpose (8 of 8) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are John & Juanita Lambert Charitable FD's largest grantees?
John & Juanita Lambert Charitable FD's largest 2025 grantees include The Nature Conservancy ($6,507), Save the Children ($6,507) and The Salvation Army ($6,507), according to its 2025 IRS Form 990-PF. Together they received 38% of its itemized 2025 grant dollars.
How large is John & Juanita Lambert Charitable FD?
John & Juanita Lambert Charitable FD reported $791K in total assets on its 2025 IRS Form 990-PF. It paid out $54K in qualifying distributions that year, against a required minimum of $49K (roughly 5% of its investment assets).
What is John & Juanita Lambert Charitable FD's EIN?
John & Juanita Lambert Charitable FD's EIN (Employer Identification Number) is 91-6569355. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2021–2025
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