Robert M and Margaret J Lampert is a private foundation focused on Education, based in PORT WASHINGTON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 2 grants totaling $80K. Net investment income was $71K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.8M
-0.9% YoY
Annual Giving
$80K
-35.2% YoY
Grant Count
2
-33.3% YoY
Avg Grant Size
$40K
-2.8% YoY
Under IRS private-foundation payout rules, Robert M and Margaret J Lampert reported a distributable amount of $98K for 2024 — the minimum it must pay out in qualifying distributions.
About Robert M and Margaret J Lampert
Based on IRS filings
Robert M and Margaret J Lampert is a private foundation focused on Education, based in PORT WASHINGTON, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.8M in total assets. In 2024, it awarded 2 grants totaling $80K. Net investment income was $71K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,757,990 | $1,773,477 | $1,893,327 |
| Revenue | $107,539 | $32,472 | $-55,601 |
| Expenses | $123,026 | $152,239 | $191,447 |
| Qualifying Distributions | $93,818 | $123,500 | $130,294 |
| Net Investment Income | $71,196 | $15,711 | $13,474 |
| Distributable Amount | $98,008 | $88,771 | $97,300 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
14 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Concordia University Foundation ($40,000), Carroll University ($40,000).
| Recipient | Purpose | Amount |
|---|---|---|
| CONCORDIA UNIVERSITY FOUNDATION MEQUON, WI | PROVIDE SCHOLARSHIPS TO STUDENTS | $40,000 |
| CARROLL UNIVERSITY WAUKESHA, WI | PROVIDE SCHOLARSHIPS | $40,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JEAN M ANSAY | PRESIDENT | 2 | — |
| COLLEEN M BURMESCH | DIRECTOR | 1 | — |
| KATHRYN E MCCAIN-ANSAY | DIRECTOR | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Robert M and Margaret J Lampert?
Robert M and Margaret J Lampert is a private foundation focused on Education, based in PORT WASHINGTON, WI. It holds $1.8M in total assets as of 2024.
How large is Robert M and Margaret J Lampert?
As of 2024, Robert M and Margaret J Lampert holds $1.8M in total assets with $108K in annual revenue. It awarded 2 grants totaling $80K in 2024.
Where does Robert M and Margaret J Lampert operate?
Robert M and Margaret J Lampert has awarded grants in Wisconsin.
What size grants does Robert M and Margaret J Lampert award?
In 2024, Robert M and Margaret J Lampert awarded 2 grants totaling $80K — an average of about $40K per grant, based on its IRS Form 990 filings.
How much is Robert M and Margaret J Lampert required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Robert M and Margaret J Lampert reported a distributable amount of $98K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Robert M and Margaret J Lampert's EIN?
Robert M and Margaret J Lampert's EIN (Employer Identification Number) is 47-4782304. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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