John & Juanita Lambert Charitable Fd

MILWAUKEE, WI EIN: 91-6569355

John & Juanita Lambert Charitable Fd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$791K

-0.4% YoY

Annual Giving

$52K

+73.5% YoY

Grant Count

8

+0.0% YoY

Avg Grant Size

$7K

+73.5% YoY

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.

About John & Juanita Lambert Charitable Fd

Based on IRS filings

John & Juanita Lambert Charitable Fd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

5states

Cities

AlexandriaArlingtonAshlandFairfieldLong BeachRancho Palos VerdesSalemWashington

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$34K$68K$101K$135K20212022202320242025
Metric202520242023
Total Assets$790,778$794,272$792,167
Revenue$67,763$48,381$19,095
Expenses$71,271$46,276$18,401
Qualifying Distributions$54,478$32,994$3,072
Net Investment Income$50,499$30,794$5,651
Distributable Amount$48,513$43,732$41,730

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$29K$43K$58K8 grants20218 grants20220 grants20238 grants20248 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

THE NATURE CONSERVANCY$7KSAVE THE CHILDREN$7KTHE SALVATION ARMY$7KYMCA$7KUNION GOSPEL MISSION$7KSALEM PUBLIC LIBRARY FOU…$7KASHLAND PARKS FOUNDATION$7KWESTMINSTER PRESBYTERIAN…$7K

Grant Size Distribution

32 grants across all recorded years

32<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include The Nature Conservancy ($6,507), Save the Children ($6,507), The Salvation Army ($6,507).

RecipientPurposeAmount
THE NATURE CONSERVANCY ARLINGTON, VAGENERAL OPERATING$6,507
SAVE THE CHILDREN FAIRFIELD, CTGENERAL OPERATING$6,507
THE SALVATION ARMY ALEXANDRIA, VAGENERAL OPERATING$6,507
YMCA WASHINGTON, DCGENERAL OPERATING$6,507
UNION GOSPEL MISSION SALEM, ORGENERAL OPERATING$6,507
SALEM PUBLIC LIBRARY FOUNDATION SALEM, ORGENERAL OPERATING$6,507
ASHLAND PARKS FOUNDATION ASHLAND, ORGENERAL OPERATING$6,507
WESTMINSTER PRESBYTERIAN CHURCH SALEM, ORGENERAL OPERATING$6,507

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

US BANK N ATRUSTEE$15K

From 2025 filing

NameTitleHoursCompensation
US BANK N ATRUSTEE1$15,312

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is John & Juanita Lambert Charitable Fd?

John & Juanita Lambert Charitable Fd is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $791K in total assets as of 2025.

How large is John & Juanita Lambert Charitable Fd?

As of 2025, John & Juanita Lambert Charitable Fd holds $791K in total assets with $68K in annual revenue. It awarded 8 grants totaling $52K in 2025.

Where does John & Juanita Lambert Charitable Fd operate?

John & Juanita Lambert Charitable Fd has awarded grants in California, Connecticut, District of Columbia, Oregon, Virginia.

What size grants does John & Juanita Lambert Charitable Fd award?

In 2025, John & Juanita Lambert Charitable Fd awarded 8 grants totaling $52K — an average of about $7K per grant, based on its IRS Form 990 filings.

How much is John & Juanita Lambert Charitable Fd required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2025, John & Juanita Lambert Charitable Fd reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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