Donald F & Charlene K Lamberti Foundation

Ankeny, IA
Tax-exempt since Aug. 1996
EIN: 42-1453781

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$1.38M (2024)

Expenses

$975k (2024)

Total Assets

$10.6M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 July
2024

Revenue

$1,380,963

Expenses

$974,555

Net Income

$406,408

Net Assets

$10,595,760

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$74,401	5.4%
Dividends	$219,961	15.9%
Sales of Assets	$1,094,137	79.2%
Other Income	-$7,536

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$902,100	92.6%
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	$10,595,760
Total Liabilities	$0
Net Assets	$10,595,760

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey M Lamberti (President)	$0	$0
Kimberli K Lamberti Pitts (Secy/Treas)	$0	$0

990-PF

Filed on Dec. 15, 2024

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

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Fiscal Year Ending July
2023

Revenue

$1,436,681

Expenses

$891,131

Net Income

$545,550

Net Assets

$10,189,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$52,743	3.7%
Dividends	$213,277	14.8%
Sales of Assets	$1,152,502	80.2%
Other Income	$18,159	1.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$855,500	96.0%
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	$10,189,352
Total Liabilities	$0
Net Assets	$10,189,352

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey M Lamberti (President)	$0	$0
Kimberli K Lamberti Pitts (Secy/Treas)	$0	$0

990-PF

Filed on Feb. 15, 2024

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

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Fiscal Year Ending July
2022

Revenue

$583,350

Expenses

$952,628

Net Income

-$369,278

Net Assets

$9,643,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23,916	4.1%
Dividends	$178,633	30.6%
Sales of Assets	$364,924	62.6%
Other Income	$15,877	2.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$926,870	97.3%
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	$9,643,802
Total Liabilities	$0
Net Assets	$9,643,802

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey M Lamberti (President)	$0	$0
Kimberli K Lamberti Pitts (Secy/Treas)	$0	$0

990-PF

Filed on Dec. 8, 2022

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

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PDF XML

Fiscal Year Ending July
2021

Revenue

$199,368

Expenses

$843,579

Net Income

-$644,211

Net Assets

$10,013,079

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$22,020	11.0%
Dividends	$164,626	82.6%
Sales of Assets	$10,853	5.4%
Other Income	$1,869	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$793,632	94.1%
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	$10,013,080
Total Liabilities	$1
Net Assets	$10,013,079

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey M Lamberti (President)	$0	$0
Kimberli K Lamberti Pitts (Secy/Treas)	$0	$0

990-PF

Filed on Dec. 6, 2021

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

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XML

Fiscal Year Ending July
2020

Revenue

$789,800

Expenses

$743,534

Net Income

$46,266

Net Assets

$10,657,290

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$55,658	7.0%
Dividends	$162,768	20.6%
Sales of Assets	$568,753	72.0%
Other Income	$2,621	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$702,500	94.5%
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	$10,657,291
Total Liabilities	$1
Net Assets	$10,657,290

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey M Lamberti (President)	$0	$0
Kimberli K Lamberti Pitts (Secy/Treas)	$0	$0

990-PF

Filed on Oct. 19, 2020

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

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Fiscal Year Ending July
2019

Revenue

$2,013,605

Expenses

$677,461

Net Income

$1,336,144

Net Assets

$10,611,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24,085	1.2%
Dividends	$190,640	9.5%
Sales of Assets	$1,793,873	89.1%
Other Income	$5,007	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$651,475	96.2%
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	$10,611,025
Total Liabilities	$0
Net Assets	$10,611,025

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey M Lamberti (President)	$0	$0
Kimberli K Lamberti Pitts (Secy/Treas)	$0	$0

990-PF

Filed on Sept. 6, 2019

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

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Fiscal Year Ending July
2018

Revenue

$169,534

Expenses

$725,847

Net Income

-$556,313

Net Assets

$9,274,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,973	3.5%
Dividends	$163,516	96.5%
Sales of Assets	$45	0.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$698,000	96.2%
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	$9,274,881
Total Liabilities	$0
Net Assets	$9,274,881

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey M Lamberti (President)	$0	$0
Kimberli K Lamberti Pitts (Secy/Treas)	$0	$0

990-PF

Filed on Sept. 26, 2018

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

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XML

Fiscal Year Ending July
2017

Revenue

$164,869

Expenses

$655,254

Net Income

-$490,385

Net Assets

$9,831,194

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,000	1.2%
Interest Revenue	$5,759	3.5%
Dividends	$156,533	94.9%
Sales of Assets	$577	0.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$616,500	94.1%
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	$9,831,194
Total Liabilities	$0
Net Assets	$9,831,194

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey M Lamberti (President)	$0	$0
Kimberli K Lamberti Pitts (Secy/Treas)	$0	$0

990-PF

Filed on Aug. 24, 2017

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

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PDF XML

Fiscal Year Ending July
2016

Revenue

$6,029,344

Expenses

$366,384

Net Income

$5,662,960

Net Assets

$10,321,579

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,260,500	87.2%
Interest Revenue	$2,158	0.0%
Dividends	$142,724	2.4%
Sales of Assets	$623,962	10.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$346,000	94.4%
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	$10,321,579
Total Liabilities	$0
Net Assets	$10,321,579

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey M Lamberti (President)	$0	$0
Kimberli K Lamberti Pitts (Secy/Treas)	$0	$0

990-PF

Filed on Aug. 22, 2016

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

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Schedules ▼

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PDF (2 of 2)

Fiscal Year Ending July
2015

Revenue

$516,193

Expenses

$336,316

Net Income

$179,877

Net Assets

$4,658,619

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,051	0.2%
Dividends	$97,127	18.8%
Sales of Assets	$418,015	81.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$327,500	97.4%
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	$4,658,619
Total Liabilities	$0
Net Assets	$4,658,619

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey M Lamberti (President)	$0	$0
Kimberli K Lamberti Pitts (Secy/Treas)	$0	$0

990-PF

Filed on Nov. 5, 2015

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

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Fiscal Year Ending July
2014

Revenue

$101,791

Expenses

$270,919

Net Income

-$169,128

Net Assets

$4,478,742

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$483	0.5%
Dividends	$91,665	90.1%
Sales of Assets	$9,643	9.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$257,500	95.0%
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	$4,478,742
Total Liabilities	$0
Net Assets	$4,478,742

990-PF

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

PDF

Fiscal Year Ending July
2013

Revenue

$293,488

Expenses

$253,716

Net Income

$39,772

Net Assets

$4,647,870

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$449	0.2%
Dividends	$89,437	30.5%
Sales of Assets	$203,602	69.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$245,000	96.6%
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	$4,647,870
Total Liabilities	$0
Net Assets	$4,647,870

990-PF

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

PDF

Fiscal Year Ending July
2012

Revenue

$248,888

Expenses

$40,790

Net Income

$208,098

Net Assets

$4,608,098

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$561	0.2%
Dividends	$67,666	27.2%
Sales of Assets	$180,661	72.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	98.1%
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	$4,608,098
Total Liabilities	$0
Net Assets	$4,608,098

990-PF

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

PDF

PDF (2 of 2)

Fiscal Year Ending July
2011

Revenue

$4,400,000

Expenses

Net Income

$4,400,000

Net Assets

$4,400,000

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,400,000	100%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$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	$4,400,000
Total Liabilities	$0
Net Assets	$4,400,000

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

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Donald F & Charlene K Lamberti Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $1.38M (2024)

Expenses $975k (2024)

Total Assets $10.6M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending July 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending July 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending July 2012

Revenue

$1.38M (2024)

Expenses

$975k (2024)

Total Assets

$10.6M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending July
2024

Fiscal Year Ending July
2023

Fiscal Year Ending July
2022

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2021

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2020

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2019

Fiscal Year Ending July
2018

Fiscal Year Ending July
2017

Fiscal Year Ending July
2016

Fiscal Year Ending July
2015

Fiscal Year Ending July
2014

Fiscal Year Ending July
2013

Fiscal Year Ending July
2012

Fiscal Year Ending July
2011

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2010

Fiscal Year Ending July
2009

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2008

Fiscal Year Ending July
2007

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2006

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2005

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2004

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2003