Peter and Ann Lambertus Family Foundatio

Private foundation · Grantmaker Norwood, MA EIN: 82-3794617

The Peter and Ann Lambertus Family Foundation is a private foundation based in Norwood, Massachusetts. In 2024, it made 66 grants totaling $13,908,000 to charitable organizations, including a hospital, a university foundation, conservation organizations, animal welfare groups, and arts organizations.

Key facts about Peter and Ann Lambertus Family Foundatio

In short: Peter and Ann Lambertus Family Foundatio gave $13.9M across 66 grants in 2024 (avg $211K), mostly in Massachusetts. 12% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.

EIN
82-3794617
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$13,908,000
Grants made (2024)
66
Average grant
$210,727
Median grant
$15,000
New grantees (estimate)
12% first-time grantees (8 of 66, 2024)
Total assets
$297,921,784
Primary geography
Massachusetts (50% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Full details ↓

Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$297.9M

+12.2% YoY

Annual Giving

$13.9M

-5.1% YoY

Grant Count

66

-14.3% YoY

Avg Grant Size

$211K

+10.7% YoY

Under IRS private-foundation payout rules, Peter and Ann Lambertus Family Foundatio reported a distributable amount of $13.9M for 2024 — the minimum it must pay out in qualifying distributions.

Is Peter and Ann Lambertus Family Foundatio open to new grantees?

12%

first-time grantees, 2024

In 2024, 8 of 66 grantees (12%) were first-time recipients. First grants averaged $15K; repeat grants $238K. How we count

Medians: $14K first-time, $15K repeat.

  • 86% of 2024 grantees were also funded in 2023. Method
  • Giving held roughly steady from 2021 to 2024 (−13%). Method
  • In 2024 it paid out 100% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

The foundation’s filing does not state a mission. Its 2024 grants show support for organizations working in several areas. For example, Harwich Conservation Trust says its mission is the preservation and conservation of open space in Harwich, Massachusetts. Lynchburg Humane Society describes its work as providing a compassionate, safe community for animals and people through life-saving programs, services, resources, and education. Lexington Symphony says it offers classical music programming and outreach for people of all ages.

Other 2024 grantees describe their work as supporting a no-kill community for pets (Animal Resources of Tidewater), helping chained, neglected, abused, or homeless animals (Dogs Deserve Better), and providing assistance to indigent people in central Arkansas (St. Francis House).

Grantmaking

In 2024, the foundation reported 66 grants totaling $13,908,000. Grant amounts ranged from $1,000 to $6,000,000, with a median of $15,000. The two largest grants were $6,000,000 each to Massachusetts General Hospital and Purdue Foundation, both for general support. Other notable grants included $500,000 to Harwich Conservation Trust, $120,000 to Lynchburg Humane Society, and $100,000 each to Lexington Arts & Crafts Society and St. Francis House.

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Geographic Focus

Where this funder awards grants

In 2024, Massachusetts recipients received 50% of grant dollars and Indiana recipients received 43%. Virginia recipients received 4%, and recipients in the District of Columbia received 1%. California accounted for 0%.

Grant Distribution by State

20states

Share of 2024 grant dollars across all 66 itemized grants.

Cities

WashingtonLexingtonBrewsterBostonSanibelHarwichBosotnAltonCambridgeCantonCharlestonChathamCoeburnFredericksburgGeorgetownHammondHillsdaleKanabLone PineMarion

Giving Over Time

Total grant dollars and number of grants per year

$0$5M$10M$15M$20M73 grants2020 62 grants2021 63 grants2022 77 grants2023 66 grants2024

From 2020 to 2024, annual grant giving ranged from $12.7M (2022) to $16.1M (2021). In 2024 it made 66 grants totaling $13.9M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Massachusetts General Hospital: $6.0MMassachusetts General Hospital$6.0MPurdue Foundation: $6.0MPurdue Foundation$6.0MHarwich Conservation Trust: $500KHarwich Conservation Trust$500KLynchburg Humane Society: $120KLynchburg Humane Society$120KLexington Arts & Crafts Society: $100KLexington Arts & CraftsSociety$100KSt Francis House: $100KSt Francis House$100KAnimal Resources of Tidewater: $50KAnimal Resources of Tidewater$50KDogs Deserve Better: $50KDogs Deserve Better$50KLexington Symphony: $50KLexington Symphony$50KThe Trustees of Reservations: $50KThe Trustees of Reservations$50K

The largest 2024 recipient was Massachusetts General Hospital ($6.0M). Together the top 10 received $13.0M.

Organizations only. It also paid 1 grant to individuals ($5,000), which are not listed by name.

Grant Size Distribution

341 grants across all recorded years

279<$50K27$50–100K18$100–250K3$250–500K3$500K–1M3$1–5M8$5M+

The most common grant size was under $50K: 279 grants of 341 (82%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Massachusetts General Hospital Boston, MAGeneral Support$6,000,000
Purdue Foundation W Lafayette, INGeneral Support$6,000,000
Harwich Conservation Trust Harwich, MAGeneral Support$500,000
Lynchburg Humane Society Lynchburg, VAGeneral Support$120,000
Lexington Arts & Crafts Society Lexington, MAGeneral Support$100,000
St Francis House Bosotn, MAGeneral Support$100,000
Animal Resources of Tidewater Norfolk, VAGeneral Support$50,000
Dogs Deserve Better Smithfield, VAGeneral Support$50,000
Lexington Symphony Lexington, MAGeneral Support$50,000
The Trustees of Reservations Boston, MAGeneral Support$50,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grants
2024 $297,921,784 $46,562,396 $14,200,742 $13,908,000
2023 $265,560,132 $9,426,539 $14,704,713 $14,657,500
2022 $270,838,306 $3,266,739 $12,711,660 $12,706,000
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20M$40M$60M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$297,921,784$265,560,132$270,838,306
Revenue$46,562,396$9,426,539$3,266,739
Expenses$14,200,742$14,704,713$12,711,660
Qualifying Distributions$13,911,212$14,660,388$12,708,830
Net Investment Income$16,122,866$11,075,553$3,263,909
Distributable Amount$13,939,671$13,322,306$13,731,619

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2024 filing lists Peter K. Lambertus as president, Edward J. Bartlett Jr. as treasurer and clerk, and Ann W. Lambertus as director.

Peter and Ann Lambertus Family Foundatio is led by Peter K. Lambertus, President on every filing since 2020; none of the 3 officers listed in 2024 report compensation.

Officers on the 2024 filing

  • Peter K. Lambertus

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Ann W. Lambertus

    Director

    On filings since 2020

    1 hr/week

    No compensation reported

  • Edward J. Bartlett Jr.

    Treasurer & Clerk

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 1 Central Street 37, Norwood, MA 02061
Phone: (617) 904-9424

Frequently asked questions about Peter and Ann Lambertus Family Foundatio

How much does Peter and Ann Lambertus Family Foundatio give each year?

Peter and Ann Lambertus Family Foundatio gave $13.9M across 66 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $14.7M across 77 grants.

What is Peter and Ann Lambertus Family Foundatio's typical grant size?

Peter and Ann Lambertus Family Foundatio's median grant in 2024 was $15,000, and its average grant was $210,727, across 66 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Peter and Ann Lambertus Family Foundatio that year got $15K on average.

Where does Peter and Ann Lambertus Family Foundatio give grants?

Peter and Ann Lambertus Family Foundatio gives mostly in Massachusetts: 50% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Indiana (43%). The most frequent recipient cities were Lexington, MA (5 grants), Washington, DC (5 grants), Brewster, MA (5 grants) and Boston, MA (4 grants).

Does Peter and Ann Lambertus Family Foundatio give general operating support?

Yes: 100% of Peter and Ann Lambertus Family Foundatio's 2024 grants with a stated purpose (66 of 66) were for general or operating support, per its 2024 IRS Form 990-PF.

Who are Peter and Ann Lambertus Family Foundatio's largest grantees?

Peter and Ann Lambertus Family Foundatio's largest 2024 grantees include Massachusetts General Hospital ($6,000,000), Purdue Foundation ($6,000,000) and Harwich Conservation Trust ($500,000), according to its 2024 IRS Form 990-PF. It also paid 1 grant to individuals ($5,000), which are not listed by name. Together they received 90% of its itemized 2024 grant dollars.

How large is Peter and Ann Lambertus Family Foundatio?

Peter and Ann Lambertus Family Foundatio reported $297.9M in total assets on its 2024 IRS Form 990-PF. It paid out $13.9M in qualifying distributions that year, against a required minimum of $13.9M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.

What does Peter and Ann Lambertus Family Foundatio fund?

The foundation’s filing does not state a mission. Its 2024 grants show support for organizations working in several areas. For example, Harwich Conservation Trust says its mission is the preservation and conservation of open space in Harwich, Massachusetts. See mission & focus areas ↑

How do I apply for a grant from Peter and Ann Lambertus Family Foundatio?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is Peter and Ann Lambertus Family Foundatio's EIN?

Peter and Ann Lambertus Family Foundatio's EIN (Employer Identification Number) is 82-3794617. IRS Form 990 filing data is available on this page for 2020–2024.

Does Peter and Ann Lambertus Family Foundatio accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

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

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