Robert M and Margaret J Lampert

Foundation · Grantmaker PORT WASHINGTON, WI EIN: 47-4782304

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

-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

Focus Areas

Education

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Wisconsin $581K (100%)

States

Wisconsin

Cities

MequonMilwaukeeWaukesha

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Education

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.