Lambert Fndtn for Education Tai

MILWAUKEE, WI EIN: 16-1653622

Lambert Fndtn for Education Tai is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $339K in total assets. In 2024, it awarded 1 grants totaling $4K. Net investment income was $63K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$339K

+20.4% YoY

Annual Giving

$4K

-76.5% YoY

Grant Count

-66.7% YoY

Avg Grant Size

$4K

-29.4% YoY

Under IRS private-foundation payout rules, Lambert Fndtn for Education Tai reported a distributable amount of $21K for 2024 — the minimum it must pay out in qualifying distributions.

About Lambert Fndtn for Education Tai

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

California $79K (100%)

States

California

Cities

OceansideRancho Santa FeSan Diego

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$338,523	$281,052	$306,875
Revenue	$67,612	$-1,322	$31,096
Expenses	$10,468	$24,187	$25,985
Qualifying Distributions	$5,717	$18,784	$21,371
Net Investment Income	$62,736	$8,851	$26,621
Distributable Amount	$21,145	$20,124	$20,372

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

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Mira Costa College Foundation ($4,000).

Recipient	Purpose	Amount
MIRA COSTA COLLEGE FOUNDATION OCEANSIDE, CA	GENERAL OPERATING	$4,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$5,066

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Lambert Fndtn for Education Tai?

Lambert Fndtn for Education Tai is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $339K in total assets as of 2024.

How large is Lambert Fndtn for Education Tai?

As of 2024, Lambert Fndtn for Education Tai holds $339K in total assets with $68K in annual revenue. It awarded 1 grants totaling $4K in 2024.

Where does Lambert Fndtn for Education Tai operate?

Lambert Fndtn for Education Tai has awarded grants in California.

What size grants does Lambert Fndtn for Education Tai award?

In 2024, Lambert Fndtn for Education Tai awarded 1 grants totaling $4K — an average of about $4K per grant, based on its IRS Form 990 filings.

How much is Lambert Fndtn for Education Tai required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Lambert Fndtn for Education Tai reported a distributable amount of $21K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Lambert Fndtn for Education Tai's EIN?

Lambert Fndtn for Education Tai's EIN (Employer Identification Number) is 16-1653622. IRS Form 990 filing data is available on this page for 2020–2024.