Nonprofit · EIN 31-1814353
GERARD B LAMBERT FOUNDATION
Tax-exempt · HARRISON, NY 10528
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $4,050,359 | $9,514,485 | -$5,464,126 | $95,006,980 | $0 | $95,006,980 |
| December 31, 2023 | 990-PF | $3,661,593 | $5,905,940 | -$2,244,347 | $92,294,669 | $0 | $92,294,669 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,396,635
- Interest
- $55,498
- Net gain from sales of assets
- $2,598,226
Expenses
- Grants and similar amounts paid
- $8,846,881
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $9,088,930
- Excise tax on investment income
- $53,911
Balance sheet and other
- Total assets, start of year
- $92,294,669
- Total assets, end of year
- $95,006,980
- Total liabilities, end of year
- $0
- Net assets, end of year
- $95,006,980
- Fair market value of assets
- $95,006,980
- Qualifying distributions
- $9,088,930
- Net investment income
- $4,578,805
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 |
|---|---|---|---|
| THOMAS L LLOYD C/O PKFOD 500 MAMARONECK AVE STE, 301, HARRISON, NY 105281633 | DIRECTOR, PRESIDENT, TREASURER | 4 | $0 |
| STACY B LLOYD IV C/O PKFOD 500 MAMARONECK AVE STE, 301, HARRISON, NY 105281633 | DIRECTOR, VICE PRESIDENT | 4 | $0 |
| JANE MACLENNAN C/O PKFOD 500 MAMARONECK AVE STE, 301, HARRISON, NY 105281633 | DIRECTOR, SECRETARY | 4 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS L LLOYD C/O PKFOD 500 MAMARONECK AVE STE, 301, HARRISON, NY 105281633 | DIRECTOR, PRESIDENT, TREASURER | 4 | $0 |
| STACY B LLOYD IV C/O PKFOD 500 MAMARONECK AVE STE, 301, HARRISON, NY 105281633 | DIRECTOR, VICE PRESIDENT | 4 | $0 |
| JANE MACLENNAN C/O PKFOD 500 MAMARONECK AVE STE, 301, HARRISON, NY 105281633 | DIRECTOR, SECRETARY | 4 | $0 |
Address and contacts
- Address (IRS master file)
- CO PKFOD 500 MAMARONECK AVE 301, HARRISON, NY 10528-0000
- In care of
- % PKF OCONNOR DAVIES
- Signed the 990-PF
- THOMAS L LLOYD, PRESIDENT
- Phone
- (212) 286-2600
- Return prepared by
- PKF O'CONNOR DAVIES ADVISORY LLC
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
- 31-1814353
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $95,006,980
- Income (IRS master file)
- $37,687,316
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $4,050,359 | $9,514,485 | $95,006,980 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $3,661,593 | $5,905,940 | $92,294,669 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | 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 31-1814353).
Questions about GERARD B LAMBERT FOUNDATION
- What is the EIN of GERARD B LAMBERT FOUNDATION?
- The employer identification number (EIN) of GERARD B LAMBERT FOUNDATION is 31-1814353.
- Is GERARD B LAMBERT FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to GERARD B LAMBERT FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does GERARD B LAMBERT FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of GERARD B LAMBERT 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 GERARD B LAMBERT 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 GERARD B LAMBERT FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does GERARD B LAMBERT FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,050,359, expenses of $9,514,485 and total assets of $95,006,980 at year end.
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