Nonprofit · EIN 04-3031796
LOMBARD FAMILY FOUNDATION
Tax-exempt · NEEDHAM, MA 02492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $442,504 | $566,607 | -$124,103 | $9,476,230 | $324,643 | $9,151,587 |
| December 31, 2023 | 990-PF | $472,557 | $619,236 | -$146,679 | $9,586,313 | $310,581 | $9,275,732 |
| December 31, 2022 | 990-PF (amended) | $191,253 | $645,204 | -$453,951 | $9,422,411 | $0 | $9,422,411 |
| December 31, 2021 | 990-PF | $411,612 | $559,455 | -$147,843 | $9,876,576 | $0 | $9,876,576 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $162,328
- Interest
- $16,719
- Net gain from sales of assets
- $57,395
- Other income
- $206,062
Expenses
- Grants and similar amounts paid
- $485,000
- Compensation of officers, directors and key employees
- $27,000
- Disbursements for charitable purposes
- $504,586
- Excise tax on investment income
- $3,054
Balance sheet and other
- Total assets, start of year
- $9,586,313
- Total assets, end of year
- $9,476,230
- Total liabilities, end of year
- $324,643
- Net assets, end of year
- $9,151,587
- Fair market value of assets
- $10,823,791
- Qualifying distributions
- $504,586
- Net investment income
- $274,322
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J LOMBARD 14 BRIDLE TRAIL RD, NEEDHAM, MA 02492 | TRUSTEE | 8 | $27,000 |
| KATHLEEN LOMBARD PO BOX 242, HAMPSTEAD, NH 03841 | TRUSTEE | 0 | $0 |
| R ROBERT POPEO 1 FINANCIAL CENTER, BOSTON, MA 02111 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J LOMBARD 14 BRIDLE TRAIL RD, NEEDHAM, MA 02492 | TRUSTEE | 8 | $27,037 |
| KATHLEEN LOMBARD PO BOX 242, HAMPSTEAD, NH 03841 | TRUSTEE | 0 | $0 |
| R ROBERT POPEO 1 FINANCIAL CENTER, BOSTON, MA 02111 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2022: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J LOMBARD 14 BRIDLE TRAIL RD, NEEDHAM, MA 02492 | TRUSTEE | 8 | $28,809 |
| KATHLEEN LOMBARD PO BOX 242, HAMPSTEAD, NH 03841 | TRUSTEE | 0 | $0 |
| R ROBERT POPEO 1 FINANCIAL CENTER, BOSTON, MA 02111 | TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL J LOMBARD 14 BRIDLE TRAIL RD, NEEDHAM, MA 02492 | TRUSTEE | 8 | $29,861 |
| KATHLEEN LOMBARD PO BOX 242, HAMPSTEAD, NH 03841 | TRUSTEE | 0 | $0 |
| R ROBERT POPEO 1 FINANCIAL CENTER, BOSTON, MA 02111 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 14 BRIDLE TRAIL RD, NEEDHAM, MA 02492-1412
- In care of
- % RINET COMPANY INC
- Signed the 990-PF
- MICHAEL LOMBARD, TRUSTEE
- Phone
- (781) 433-0060
- Return prepared by
- TONNESON & COMPANY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 04-3031796
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $9,476,230
- Income (IRS master file)
- $1,649,785
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $442,504 | $566,607 | $9,476,230 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $472,557 | $619,236 | $9,586,313 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $191,253 | $645,204 | $9,422,411 | XML |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | $411,612 | $559,455 | $9,876,576 | XML |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-3031796).
Questions about LOMBARD FAMILY FOUNDATION
- What is the EIN of LOMBARD FAMILY FOUNDATION?
- The employer identification number (EIN) of LOMBARD FAMILY FOUNDATION is 04-3031796.
- Is LOMBARD FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3).
- Which annual return does LOMBARD FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LOMBARD FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOMBARD FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of LOMBARD FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization, the highest $27,000 (MICHAEL J LOMBARD, TRUSTEE).
- How much revenue does LOMBARD FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $442,504, expenses of $566,607 and total assets of $9,476,230 at year end.
Other nonprofits in NEEDHAM
- JUSTICE RESOURCE INSTITUTE INC EIN 04-2526357 · last filed 990 for 2025
- ADELSON FAMILY FOUNDATION EIN 04-7024330 · last filed 990-PF for 2024
- PAN-MASSACHUSETTS CHALLENGE INC EIN 04-2746912 · last filed 990 for 2024
- NORTH HILL NEEDHAM INC EIN 04-2716090 · last filed 990 for 2025
- CHARLES RIVER CENTER INC EIN 04-2393108 · last filed 990 for 2025
- DR MIRIAM AND SHELDON G ADELSON MEDICAL RESEARCH FOUNDATION EIN 04-7023433 · last filed 990-PF for 2024
- FRANKLIN W OLIN COLLEGE OF ENGINEERING INC EIN 06-1519057 · last filed 990 for 2025
- WALKER INC EIN 04-2171186 · last filed 990 for 2025