Lampert Fam Foundation Uta 121500

Byrd Susan Ttee

San Francisco, CA
Tax-exempt since March 2001
EIN: 36-7335154

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$20.6M (2023)

Expenses

$6.77M (2023)

Total Assets

$148M (2023)

Total Liabilities

$99.3k (2023)

Source: Form 990 tax filings from 2011 to 2023

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. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$20,616,744

Expenses

$6,765,049

Net Income

$13,851,695

Net Assets

$147,802,960

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,899,586	9.2%
Sales of Assets	$18,688,169	90.6%
Other Income	$28,989	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,111,460	90.3%
Compensation of Officers*	$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	$147,902,242
Total Liabilities	$99,282
Net Assets	$147,802,960

Compensation

Key Employees and Officers	Compensation	Other
Katherine Clements (Foundation Associate)	$194,768	$12,432
Janet Oh (Foundation Associate)	$47,492	$2,500
Mark Lampert (Trustee)	$0	$0
Susan Byrd (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$5,572,411

Expenses

$6,159,105

Net Income

-$586,694

Net Assets

$104,130,765

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$598,254	10.7%
Sales of Assets	$4,777,382	85.7%
Other Income	$196,775	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,829,425	94.6%
Compensation of Officers*	$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	$104,187,665
Total Liabilities	$56,900
Net Assets	$104,130,765

Compensation

Key Employees and Officers	Compensation	Other
Katherine Clements (Foundation Associate)	$123,029	$7,853
Philanthropy Associates Inc (Independent Contract)	$74,022	$0
Global Development Incubator (Independent Contract)	$60,000	$0
Janet Oh (Foundation Associate)	$49,413	$2,600
Mark Lampert (Trustee)	$0	$0
Susan Byrd (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2023

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$20,726,270

Expenses

$4,864,786

Net Income

$15,861,484

Net Assets

$127,895,868

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$211	0.0%
Interest Revenue	$0
Dividends	$239,358	1.2%
Sales of Assets	$20,628,769	99.5%
Other Income	-$142,068

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,208,533	86.5%
Compensation of Officers*	$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	$127,944,223
Total Liabilities	$48,355
Net Assets	$127,895,868

Compensation

Key Employees and Officers	Compensation	Other
Katherine Clements (Foundation Associate)	$100,000	$0
Mark Lampert (Trustee)	$0	$0
Susan Byrd (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2022

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$11,971,595

Expenses

$1,527,584

Net Income

$10,444,011

Net Assets

$124,432,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$103	0.0%
Interest Revenue	$0
Dividends	$158,204	1.3%
Sales of Assets	$11,394,818	95.2%
Other Income	$418,470	3.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,200,205	78.6%
Compensation of Officers*	$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	$124,486,176
Total Liabilities	$54,175
Net Assets	$124,432,001

Compensation

Key Employees and Officers	Compensation	Other
Katherine Clements (Foundation Associate)	$205,772	$0
Janet Oh (Foundation Associate)	$50,942	$0
Mark Lampert (Trustee)	$0	$0
Susan Byrd (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2021

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

View Filing

Schedules ▼

XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2019

Revenue

$8,638,578

Expenses

$3,067,145

Net Income

$5,571,433

Net Assets

$59,663,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,664	0.0%
Interest Revenue	$0
Dividends	$358,449	4.1%
Sales of Assets	$6,946,901	80.4%
Other Income	$1,330,564	15.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,786,729	90.9%
Compensation of Officers*	$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	$59,705,088
Total Liabilities	$41,980
Net Assets	$59,663,108

Compensation

Key Employees and Officers	Compensation	Other
Katherine Clements (Foundation Associate)	$105,535	$0
Janet Oh (Foundation Associate)	$53,507	$0
Mark Lampert (Trustee)	$0	$0
Susan Byrd (Trustee)	$0	$0

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990-PF

Filed on Nov. 16, 2020

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$4,967,965

Expenses

$3,123,500

Net Income

$1,844,465

Net Assets

$42,988,357

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$946	0.0%
Interest Revenue	$0
Dividends	$577,041	11.6%
Sales of Assets	$4,095,569	82.4%
Other Income	$294,409	5.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,622,276	84.0%
Compensation of Officers*	$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	$43,311,006
Total Liabilities	$322,649
Net Assets	$42,988,357

Compensation

Key Employees and Officers	Compensation	Other
Katherine Clements (Foundation Associate)	$95,833	$0
Janet Oh (Foundation Associate)	$47,909	$0
Mark Lampert (Trustee)	$0	$0
Susan Byrd (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2019

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

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Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$8,985,502

Expenses

$2,818,276

Net Income

$6,167,226

Net Assets

$52,975,927

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,682,315	18.7%
Sales of Assets	$7,111,526	79.1%
Other Income	$191,661	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,176,919	77.2%
Compensation of Officers*	$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	$53,211,102
Total Liabilities	$235,175
Net Assets	$52,975,927

Compensation

Key Employees and Officers	Compensation	Other
Katherine Clements (Foundation Associate)	$100,141	$0
Janet Oh (Foundation Associate)	$53,977	$0
Mark Lampert (Trustee)	$0	$0
Susan Byrd (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2018

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$2,853,992

Expenses

$1,944,903

Net Income

$909,089

Net Assets

$40,947,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$505,708	17.7%
Sales of Assets	$2,128,574	74.6%
Other Income	$219,707	7.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,652,494	85.0%
Compensation of Officers*	$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	$41,042,011
Total Liabilities	$94,209
Net Assets	$40,947,802

Compensation

Key Employees and Officers	Compensation	Other
Katherine Clements (Foundation Associate)	$73,625	$0
Mark Lampert (Trustee)	$0	$0
Susan Byrd (Trustee)	$0	$0

990-PF

Filed on Nov. 7, 2017

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

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$6,953,036

Expenses

$1,370,965

Net Income

$5,582,071

Net Assets

$34,990,532

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,140,000	73.9%
Interest Revenue	$3	0.0%
Dividends	$485,074	7.0%
Sales of Assets	$1,041,219	15.0%
Other Income	$286,740	4.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,121,997	81.8%
Compensation of Officers*	$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	$35,018,782
Total Liabilities	$28,250
Net Assets	$34,990,532

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$3,790,675

Expenses

$1,518,997

Net Income

$2,271,678

Net Assets

$29,610,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,500,000	39.6%
Interest Revenue	$6	0.0%
Dividends	$455,162	12.0%
Sales of Assets	$1,776,145	46.9%
Other Income	$59,362	1.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,341,245	88.3%
Compensation of Officers*	$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	$29,625,872
Total Liabilities	$15,000
Net Assets	$29,610,872

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$6,893,377

Expenses

$1,411,494

Net Income

$5,481,883

Net Assets

$27,329,705

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,500,000	65.3%
Interest Revenue	$4	0.0%
Dividends	$595,653	8.6%
Sales of Assets	$1,665,043	24.2%
Other Income	$132,677	1.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,281,535	90.8%
Compensation of Officers*	$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	$27,329,705
Total Liabilities	$0
Net Assets	$27,329,705

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$717,168

Expenses

$1,259,617

Net Income

-$542,449

Net Assets

$21,874,161

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$527,443	73.5%
Sales of Assets	$127,163	17.7%
Other Income	$62,555	8.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,154,317	91.6%
Compensation of Officers*	$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	$21,874,161
Total Liabilities	$0
Net Assets	$21,874,161

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$944,825

Expenses

$1,399,509

Net Income

-$454,684

Net Assets

$22,445,840

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$44	0.0%
Dividends	$548,136	58.0%
Sales of Assets	$352,698	37.3%
Other Income	$43,947	4.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,283,297	91.7%
Compensation of Officers*	$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	$22,445,840
Total Liabilities	$0
Net Assets	$22,445,840

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Lampert Fam Foundation Uta 121500

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $20.6M (2023)

Expenses $6.77M (2023)

Total Assets $148M (2023)

Total Liabilities $99.3k (2023)

Tax Filings by Year

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

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$20.6M (2023)

Expenses

$6.77M (2023)

Total Assets

$148M (2023)

Total Liabilities

$99.3k (2023)

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