Rudolph & Rose Wollner Charitable Tr

Lamb Robert G Jr Ttee

Rochester, NY
Tax exemption issued: Sept. 2000
EIN: 16-6508097

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$17,638

Expenses

$409,238

Net Income

-$391,600

Net Assets

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15,868	90.0%
Dividends	$0
Sales of Assets	$1,770	10.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$366,516	89.6%
Compensation of Officers*	$920	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$0
Total Liabilities	$0
Net Assets	$0

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on Feb. 18, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2023

Revenue

$14,919

Expenses

$97,143

Net Income

-$82,224

Net Assets

$391,600

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$14,909	99.9%
Dividends	$10	0.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$88,104	90.7%
Compensation of Officers*	$1,660	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$391,600
Total Liabilities	$0
Net Assets	$391,600

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on May 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$3,172

Expenses

$105,435

Net Income

-$102,263

Net Assets

$468,443

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,974	62.2%
Dividends	$12,374	> 100%
Sales of Assets	-$11,176
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,253	87.5%
Compensation of Officers*	$1,958	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$468,443
Total Liabilities	$0
Net Assets	$468,443

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$94,132

Expenses

$87,464

Net Income

$6,668

Net Assets

$571,115

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,109	2.2%
Dividends	$14,488	15.4%
Sales of Assets	$77,535	82.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,130	83.6%
Compensation of Officers*	$1,712	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$571,115
Total Liabilities	$0
Net Assets	$571,115

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on May 12, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$47,487

Expenses

$86,165

Net Income

-$38,678

Net Assets

$564,446

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,974	6.3%
Dividends	$11,745	24.7%
Sales of Assets	$32,768	69.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,222	85.0%
Compensation of Officers*	$1,908	2.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$564,447
Total Liabilities	$1
Net Assets	$564,446

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$35,280

Expenses

$86,337

Net Income

-$51,057

Net Assets

$603,124

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,714	10.5%
Dividends	$12,779	36.2%
Sales of Assets	$18,787	53.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,920	84.5%
Compensation of Officers*	$2,315	2.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$603,125
Total Liabilities	$1
Net Assets	$603,124

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on June 18, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$49,233

Expenses

$87,660

Net Income

-$38,427

Net Assets

$654,182

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,502	9.1%
Dividends	$15,453	31.4%
Sales of Assets	$29,278	59.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$73,017	83.3%
Compensation of Officers*	$2,510	2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$654,182
Total Liabilities	$0
Net Assets	$654,182

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on May 15, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$40,411

Expenses

$97,558

Net Income

-$57,147

Net Assets

$692,609

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,528	13.7%
Dividends	$14,784	36.6%
Sales of Assets	$18,940	46.9%
Other Income	$1,159	2.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,720	84.8%
Compensation of Officers*	$5,013	5.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$692,609
Total Liabilities	$0
Net Assets	$692,609

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$25,542

Expenses

$99,194

Net Income

-$73,652

Net Assets

$749,756

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,755	18.6%
Dividends	$17,870	70.0%
Sales of Assets	$2,917	11.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$82,977	83.7%
Compensation of Officers*	$3,204	3.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$749,756
Total Liabilities	$0
Net Assets	$749,756

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on May 15, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$32,072

Expenses

$101,450

Net Income

-$69,378

Net Assets

$823,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,139	16.0%
Dividends	$22,232	69.3%
Sales of Assets	$4,701	14.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$84,100	82.9%
Compensation of Officers*	$3,450	3.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$823,316
Total Liabilities	$0
Net Assets	$823,316

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on March 10, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$56,895

Expenses

$103,976

Net Income

-$47,081

Net Assets

$892,694

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,586	11.6%
Dividends	$22,158	38.9%
Sales of Assets	$28,151	49.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,489	83.2%
Compensation of Officers*	$3,044	2.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$892,694
Total Liabilities	$0
Net Assets	$892,694

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on March 14, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$182,318

Expenses

$96,802

Net Income

$85,516

Net Assets

$939,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,581	3.1%
Dividends	$18,546	10.2%
Sales of Assets	$158,191	86.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,796	84.5%
Compensation of Officers*	$3,818	3.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$939,775
Total Liabilities	$0
Net Assets	$939,775

Compensation

Key Employees and Officers	Compensation	Other
Robert G Lamb Jr (Co-trustee)	$0	$0
Maureen P Lamb (Co-trustee)	$0	$0
Anne B Francis (Co-trustee)	$0	$0

990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$30,721

Expenses

$98,166

Net Income

-$67,445

Net Assets

$854,259

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,668	18.4%
Dividends	$22,334	72.7%
Sales of Assets	$2,719	8.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$83,116	84.7%
Compensation of Officers*	$36,885	37.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$862,059
Total Liabilities	$7,800
Net Assets	$854,259

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$104,426

Expenses

$87,150

Net Income

$17,276

Net Assets

$921,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,636	11.1%
Dividends	$26,042	24.9%
Sales of Assets	$66,748	63.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$70,734	81.2%
Compensation of Officers*	$4,140	4.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$921,704
Total Liabilities	$0
Net Assets	$921,704

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

PDF (2 of 3) PDF (3 of 3)

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains financial information from tax returns processed by the IRS since the 2012 calendar years, as well as data extracted from digital filings. IRS summary data also includes limited older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Most organizations that have been recognized as tax exempt by the IRS have to file the Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file the Form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard," which does not contain financial details. Churches are not required to file Form 990.

Nonprofit Explorer has organizations that are claiming tax exemption in any of the 27 subsections of the 501(c) section of the tax code. Taxable trusts and private foundations that are required to file a form 990PF are also included.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Raw filing data. Includes Employer Identification Numbers and summary financials as structured data.
Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica.
Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Updated October 22, 2026

Rudolph & Rose Wollner Charitable Tr

Organization summary

Organization summary might be incomplete or out of date

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001