William Stark Jones Foundation Katherine W Lambert Co-Trustee
The William Stark Jones Foundation is a private foundation based in Milwaukee, Wisconsin. Its 2024 filing shows grants to charitable organizations, with recipients including arts, education, legal services, and human-services organizations.
William Stark Jones Foundation Katherine W Lambert Co-Trustee at a glance
In short: William Stark Jones Foundation Katherine W Lambert Co-Trustee gave $240K across 62 grants in 2024 (avg $4K), mostly in Wisconsin. 10% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $240,000
- +0.0% vs 2023
- Grants made (2024)
- 62
- -6.1% vs 2023
- Average grant
- $3,871
- +6.5% vs 2023
- Median grant
- $2,000
- Total assets
- $1,718,147
- +0.2% vs 2023
- New grantees (estimate)
- 10% first-time grantees (6 of 62, 2024)
- Primary geography
- Wisconsin (55% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to William Stark Jones Foundation Katherine W Lambert Co-Trustee
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 4667 N Wilshire Road, Milwaukee, WI 53211
Phone: (414) 336-0181
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who William Stark Jones Foundation Katherine W Lambert Co-Trustee funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Early Music Now ($15K). Together the top 10 received $112K.
Grant Size Distribution
338 grants across all recorded years
The most common grant size was under $50K: 338 grants of 338 (100%).
Geographic Focus
Where this funder awards grants
In 2024, recipients in Wisconsin received 55% of grant dollars, those in Florida received 27%, and those in Illinois, Arizona, and New Jersey received 5%, 4%, and 4%, respectively. These figures describe the distribution of 2024 grant dollars.
Grant Distribution by State
Share of 2024 grant dollars across all 62 itemized grants.
States
Cities
Is William Stark Jones Foundation Katherine W Lambert Co-Trustee open to new grantees?
10%
first-time grantees, 2024
In 2024, 6 of 62 grantees (10%) were first-time recipients. First grants averaged $9K; repeat grants $3K. How we count
Medians: $10K first-time, $2K repeat.
- 89% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+0%). Method
- In 2024 it paid out 192% of its IRS minimum distribution (the 5% rule). 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $240K (2020) to $240K (2024). In 2024 it made 62 grants totaling $240K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Early Music Now Milwaukee, WI | Operating Support | $15,000 |
| Plymouth Harbor Foundation Sarasota, FL | Operating Support | $13,000 |
| Environmental Law & Policy Ctr Chicago, IL | Operating Support | $12,000 |
| Next Door Foundation Milwaukee, WI | Operating Support | $12,000 |
| Boca Blue Benevolent Boca Raton, FL | Operating Support | $10,000 |
| Arizona Axemen Motorcycle Club Waddell, AZ | Operating Support | $10,000 |
| Catholic Charities of Milwaukee Milwaukee, WI | Operating Support | $10,000 |
| Diabetes Coalition of Palm Beach Riviera Beach, FL | Operating Support | $10,000 |
| The Seeing Eye Inc Morristown, NJ | Operating Support | $10,000 |
| Highland Beach Police and Fire Highland Beach, FL | Operaring Support | $10,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,718,147 | $234,838 | $248,160 | $240,000 | 62 | $240,000 | $42,607 | $124,738 |
| 2023 | $1,714,911 | $181,159 | $244,395 | $240,000 | 66 | $240,000 | $44,794 | $116,706 |
| 2022 | $1,770,781 | $141,830 | $243,875 | $240,000 | 67 | $240,000 | $32,714 | $137,658 |
| 2021 | $1,873,149 | $199,194 | $243,825 | $240,000 | 71 | $240,000 | $31,050 | $149,046 |
| 2020 | $1,917,434 | $-36,363 | $243,775 | $240,000 | 72 | — | $40,411 | $136,847 |
Under IRS private-foundation payout rules, William Stark Jones Foundation Katherine W Lambert Co-Trustee reported a distributable amount of $125K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants include support for organizations whose missions, as described by the organizations themselves, include presenting and promoting music written before 1800 (Early Music Now), supporting children’s development and school success (Next Door Foundation), and providing legal services to low-income people (Legal Aid Society of Milwaukee). Other 2024 recipients described their work as supporting people with communication barriers, adults with mental illness experiencing homelessness, and people with intellectual and developmental disabilities.
Grantmaking
In 2024, the foundation made 62 grants totaling $240,000. Grant amounts ranged from $1,000 to $15,000, with a median of $2,000. The largest listed grants included $15,000 to Early Music Now, $13,000 to Plymouth Harbor Foundation, $12,000 each to Environmental Law & Policy Center and Next Door Foundation, and $10,000 each to Boca Blue Benevolent, Arizona Axemen Motorcycle Club, Catholic Charities of Milwaukee, Diabetes Coalition of Palm Beach, The Seeing Eye, and Highland Beach Police and Fire. The listed purposes were operating support.
Leadership & Key People
Leadership team and compensation from IRS filings
Katherine Lambert is listed as a trustee on the 2024 filing.
William Stark Jones Foundation Katherine W Lambert Co-Trustee is led by Katherine Lambert, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2024 filing
Katherine Lambert
Trustee
On filings since 2020
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.
Frequently asked questions about William Stark Jones Foundation Katherine W Lambert Co-Trustee
How much does William Stark Jones Foundation Katherine W Lambert Co-Trustee give each year?
William Stark Jones Foundation Katherine W Lambert Co-Trustee gave $240K across 62 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $240K across 66 grants.
What is William Stark Jones Foundation Katherine W Lambert Co-Trustee's typical grant size?
William Stark Jones Foundation Katherine W Lambert Co-Trustee's median grant in 2024 was $2,000, and its average grant was $3,871, across 62 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from William Stark Jones Foundation Katherine W Lambert Co-Trustee that year got $9K on average.
Where does William Stark Jones Foundation Katherine W Lambert Co-Trustee give grants?
William Stark Jones Foundation Katherine W Lambert Co-Trustee gives mostly in Wisconsin: 55% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were Florida (27%) and Illinois (5%). The most frequent recipient cities were Milwaukee, WI (27 grants), West Bend, WI (10 grants), Sarasota, FL (7 grants) and West Allis, WI (2 grants).
Does William Stark Jones Foundation Katherine W Lambert Co-Trustee give general operating support?
Yes: 77% of William Stark Jones Foundation Katherine W Lambert Co-Trustee's 2024 grants with a stated purpose (48 of 62) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are William Stark Jones Foundation Katherine W Lambert Co-Trustee's largest grantees?
William Stark Jones Foundation Katherine W Lambert Co-Trustee's largest 2024 grantees include Early Music Now ($15,000), Plymouth Harbor Foundation ($13,000) and Environmental Law & Policy Ctr ($12,000), according to its 2024 IRS Form 990-PF. Together they received 17% of its itemized 2024 grant dollars.
How large is William Stark Jones Foundation Katherine W Lambert Co-Trustee?
William Stark Jones Foundation Katherine W Lambert Co-Trustee reported $1.7M in total assets on its 2024 IRS Form 990-PF. It paid out $240K in qualifying distributions that year, against a required minimum of $125K (roughly 5% of its investment assets).
What does William Stark Jones Foundation Katherine W Lambert Co-Trustee fund?
No mission statement for the foundation is provided. See mission & focus areas ↑
How do I apply for a grant from William Stark Jones Foundation Katherine W Lambert Co-Trustee?
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is William Stark Jones Foundation Katherine W Lambert Co-Trustee's EIN?
William Stark Jones Foundation Katherine W Lambert Co-Trustee's EIN (Employer Identification Number) is 39-6786974. IRS Form 990 filing data is available on this page for 2020–2024.
Does William Stark Jones Foundation Katherine W Lambert Co-Trustee accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 6, 2025)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work William Stark Jones Foundation Katherine W Lambert Co-Trustee funds
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Cite this profile
Grantable. (2026). William Stark Jones Foundation Katherine W Lambert Co-Trustee funder profile. GrantGraph. Retrieved October 23, 2026, from https://grantable.co/funders/william-stark-jones-foundation-katherine-w-lambert-co-trustee-morg_7528ab03e4b549b1acfd0e2a546f5386
BibTeX
@misc{grantable_396786974_2026,
author = {{Grantable}},
title = {{William Stark Jones Foundation Katherine W Lambert Co-Trustee funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/william-stark-jones-foundation-katherine-w-lambert-co-trustee-morg_7528ab03e4b549b1acfd0e2a546f5386},
note = {Accessed 2026-10-23. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from William Stark Jones Foundation Katherine W Lambert Co-Trustee's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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