William Stark Jones Foundation Katherine W Lambert Co-Trustee

Private foundation · Grantmaker Milwaukee, WI EIN: 39-6786974

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.

Key facts about William Stark Jones Foundation Katherine W Lambert Co-Trustee

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.

EIN
39-6786974
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$240,000
Grants made (2024)
62
Average grant
$3,871
Median grant
$2,000
New grantees (estimate)
10% first-time grantees (6 of 62, 2024)
Total assets
$1,718,147
Primary geography
Wisconsin (55% of itemized 2024 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2024; updated October 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

$1.7M

+0.2% YoY

Annual Giving

$240K

+0.0% YoY

Grant Count

62

-6.1% YoY

Avg Grant Size

$4K

+6.5% YoY

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.

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.

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.

How to Apply

The foundation does not accept unsolicited requests for funds and makes contributions only to preselected charitable organizations.

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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

13states

Share of 2024 grant dollars across all 62 itemized grants.

Cities

MilwaukeeSarasotaWest BendWest AllisBoca RatonBoynton BeachBoulder JunctionBozemanChicagoJacksonOconomowocWaukeshaWauwatosaYorkIronwoodMorristownGraftonClaremontFranklinHartford

Giving Over Time

Total grant dollars and number of grants per year

$0$100K$200K$300K72 grants2020 71 grants2021 67 grants2022 66 grants2023 62 grants2024

From 2020 to 2024, annual grant giving ranged from $240K (2020) to $240K (2024). In 2024 it made 62 grants totaling $240K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Early Music Now: $15KEarly Music Now$15KPlymouth Harbor Foundation: $13KPlymouth Harbor Foundation$13KEnvironmental Law & Policy Ctr: $12KEnvironmental Law & Policy Ctr$12KNext Door Foundation: $12KNext Door Foundation$12KBoca Blue Benevolent: $10KBoca Blue Benevolent$10KArizona Axemen Motorcycle Club: $10KArizona Axemen Motorcycle Club$10KCatholic Charities of Milwaukee: $10KCatholic Charities ofMilwaukee$10KDiabetes Coalition of Palm Beach: $10KDiabetes Coalition of PalmBeach$10KThe Seeing Eye Inc: $10KThe Seeing Eye Inc$10KHighland Beach Police and Fire: $10KHighland Beach Police and Fire$10K

The largest 2024 recipient was Early Music Now ($15K). Together the top 10 received $112K.

Grant Size Distribution

338 grants across all recorded years

338<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 338 grants of 338 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Early Music Now Milwaukee, WIOperating Support$15,000
Plymouth Harbor Foundation Sarasota, FLOperating Support$13,000
Environmental Law & Policy Ctr Chicago, ILOperating Support$12,000
Next Door Foundation Milwaukee, WIOperating Support$12,000
Boca Blue Benevolent Boca Raton, FLOperating Support$10,000
Arizona Axemen Motorcycle Club Waddell, AZOperating Support$10,000
Catholic Charities of Milwaukee Milwaukee, WIOperating Support$10,000
Diabetes Coalition of Palm Beach Riviera Beach, FLOperating Support$10,000
The Seeing Eye Inc Morristown, NJOperating Support$10,000
Highland Beach Police and Fire Highland Beach, FLOperaring Support$10,000

Financial History

Multi-year comparison from IRS filings

Filing year Grants Grant count
2024 $240,000 62
2023 $240,000 66
2022 $240,000 67
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K2020 2021 2022 2023 2024
Metric202420232022
Total Assets$1,718,147$1,714,911$1,770,781
Revenue$234,838$181,159$141,830
Expenses$248,160$244,395$243,875
Qualifying Distributions$240,000$240,000$240,000
Net Investment Income$42,607$44,794$32,714
Distributable Amount$124,738$116,706$137,658

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS November 15, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 4, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS February 6, 2025)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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.

Contact

Mailing address: 4667 N Wilshire Road, Milwaukee, WI 53211
Phone: (414) 336-0181

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.

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