Lambert Family Foundation Inc

Private foundation · Grantmaker Waynesville, NC EIN: 59-3293497

Lambert Family Foundation Inc is a private foundation, based in Waynesville, NC. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $78K in total assets. In 2025, it awarded 8 grants totaling $17K. Net investment income was $14K.

Key facts about Lambert Family Foundation Inc

In short: Lambert Family Foundation Inc gave $17K across 8 grants in 2025 (avg $2K), mostly in Florida. Source: 2025 IRS Form 990-PF.

EIN
59-3293497
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$17,000
Grants made (2025)
8
Average grant
$2,125
Median grant
$2,250
Total assets
$77,941
Primary geography
Florida (71% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$78K

-6.4% YoY

Annual Giving

$17K

-35.8% YoY

Grant Count

8

-27.3% YoY

Avg Grant Size

$2K

-11.8% YoY

Under IRS private-foundation payout rules, Lambert Family Foundation Inc reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.

How Lambert Family Foundation Inc gives

  • Giving fell 35% from 2022 to 2025. Method
  • In 2025 it paid out 189% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Share of 2025 grant dollars across all 8 itemized grants.

Cities

ClearwaterTampaOrlandoWinter ParkMasonNew YorkNEY YorkPalmettoUplandWest Chester TownshipBelleairCincinnatiDaytonHagerstownLovelandMemphisWashingtonWaynesville

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K11 grants2020 8 grants2021 9 grants2022 8 grants2023 11 grants2024 8 grants2025

From 2020 to 2025, annual grant giving ranged from $11K (2021) to $27K (2024). In 2025 it made 8 grants totaling $17K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 8 recipients in 2025

Taylor University: $4KTaylor University$4KAscention Day School: $3KAscention Day School$3KAdvent Health Florida: $3KAdvent Health Florida$3KCommunity Dental Clinic: $3KCommunity Dental Clinic$3KChildrens Home Society: $2KChildrens Home Society$2KMoring Star School: $2KMoring Star School$2KThe Michael J Fox Fndn: $1KThe Michael J Fox Fndn$1KAmerican Fndn Suicide Prevention: $500American Fndn SuicidePrevention$500

The largest 2025 recipient was Taylor University ($4K). Together the top 8 received $17K.

Grant Size Distribution

44 grants across all recorded years

44<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 44 grants of 44 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Taylor University Upland, INCharitable Grant$3,500
Ascention Day School Clearwater, FLCharitable Grant$3,000
Advent Health Florida Orlando, FLCharitable Grant$2,500
Community Dental Clinic Clearwater, FLCharitable Grant$2,500
Childrens Home Society Winter Park, FLCharitable Grant$2,000
Moring Star School Tampa, FLCharitable Grant$2,000
The Michael J Fox Fndn New York, NYCharitable Grant$1,000
American Fndn Suicide Prevention Washington, DCCharitable Grant$500

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$10K$20K$30K$40K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$77,941$83,298$94,514
Revenue$13,903$17,468$12,370
Expenses$19,260$28,684$22,526
Qualifying Distributions$19,199$28,684$22,526
Net Investment Income$13,903$17,468$12,370
Distributable Amount$10,165$10,297$8,951

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 21, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Lambert Family Foundation Inc's 2025 filing lists 4 officers; none of the 4 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Laurie A. Stokes

    Director

    On filings since 2020

    No compensation reported

  • Pamela L. Rilling

    Director

    On filings since 2020

    No compensation reported

  • Suzanne R. Lambert

    Director

    On filings since 2020

    No compensation reported

  • William A. Lambert

    Director

    On filings since 2020

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Frequently asked questions about Lambert Family Foundation Inc

How much does Lambert Family Foundation Inc give each year?

Lambert Family Foundation Inc gave $17K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $27K across 11 grants.

What is Lambert Family Foundation Inc's typical grant size?

Lambert Family Foundation Inc's median grant in 2025 was $2,250, and its average grant was $2,125, across 8 grants on its 2025 IRS Form 990-PF.

Where does Lambert Family Foundation Inc give grants?

Lambert Family Foundation Inc gives mostly in Florida: 71% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Indiana (21%) and New York (6%). The most frequent recipient cities were Clearwater, FL (2 grants).

Does Lambert Family Foundation Inc give general operating support?

Not in 2025: none of the 8 grants with a stated purpose on Lambert Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable Grant" (8 grants).

Who are Lambert Family Foundation Inc's largest grantees?

Lambert Family Foundation Inc's largest 2025 grantees include Taylor University ($3,500), Ascention Day School ($3,000) and Advent Health Florida ($2,500), according to its 2025 IRS Form 990-PF. Together they received 53% of its itemized 2025 grant dollars.

How large is Lambert Family Foundation Inc?

Lambert Family Foundation Inc reported $78K in total assets on its 2025 IRS Form 990-PF. It paid out $19K in qualifying distributions that year, against a required minimum of $10K (roughly 5% of its investment assets).

What is Lambert Family Foundation Inc's EIN?

Lambert Family Foundation Inc's EIN (Employer Identification Number) is 59-3293497. IRS Form 990 filing data is available on this page for 2020–2025.

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

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