Nonprofit · EIN 42-1453781
DONALD F & CHARLENE K LAMBERTI FOUNDATION
Tax-exempt · ANKENY, IA 50021
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990-PF | $5,224,131 | $6,800,933 | -$1,576,802 | $9,018,958 | $0 | $9,018,958 |
| July 31, 2024 | 990-PF | $1,380,963 | $974,555 | $406,408 | $10,595,760 | $0 | $10,595,760 |
| July 31, 2023 | 990-PF | $1,436,681 | $891,131 | $545,550 | $10,189,352 | $0 | $10,189,352 |
Financial details: 990-PF for the year ended July 31, 2025
Revenue
- Dividends
- $262,673
- Interest
- $110,540
- Net gain from sales of assets
- $4,821,083
- Other income
- $29,835
Expenses
- Grants and similar amounts paid
- $6,731,200
- Disbursements for charitable purposes
- $6,731,200
- Excise tax on investment income
- $71,655
Balance sheet and other
- Total assets, start of year
- $10,595,760
- Total assets, end of year
- $9,018,958
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,018,958
- Fair market value of assets
- $25,783,880
- Qualifying distributions
- $6,731,200
- Net investment income
- $5,194,296
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY M LAMBERTI 210 N E DELAWARE AVE STE 200, ANKENY, IA 50021 | President | 1 | $0 |
| KIMBERLI K LAMBERTI PITTS 6227 NE GRANT LANE, ANKENY, IA 50021 | Secy/Treas | 1 | $0 |
990-PF for the year ended July 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY M LAMBERTI 210 N E DELAWARE AVE STE 200, ANKENY, IA 50021 | President | 1 | $0 |
| KIMBERLI K LAMBERTI PITTS 6227 NE GRANT LANE, ANKENY, IA 50021 | Secy/Treas | 1 | $0 |
990-PF for the year ended July 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEFFREY M LAMBERTI 210 N E DELAWARE AVE STE 200, ANKENY, IA 50021 | President | 1 | $0 |
| KIMBERLI K LAMBERTI PITTS 13302 N E 96TH ST, MAXWELL, IA 50161 | Secy/Treas | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 210 NE DELAWARE AVE STE 200, ANKENY, IA 50021-6714
- In care of
- % MARK W BEERMAN
- Signed the 990-PF
- JEFFREY M LAMBERTI, President
- Phone
- (515) 964-8777
- Return prepared by
- SHULL SCHRUM MCCLAFLIN & CO INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990-PF on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990-PF on file |
IRS record
- EIN
- 42-1453781
- 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
- 1996
- Accounting year ends
- July
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $9,018,958
- Income (IRS master file)
- $6,517,276
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | July 2025 | $5,224,131 | $6,800,933 | $9,018,958 | XML |
| 990-PF | July 2024 | $1,380,963 | $974,555 | $10,595,760 | XML |
| 990-PF | July 2023 | $1,436,681 | $891,131 | $10,189,352 | XML |
| 990-PF | July 2022 | – | – | – | IRS |
| 990-PF | July 2021 | – | – | – | IRS |
| 990-PF | July 2019 | – | – | – | 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 42-1453781).
Questions about DONALD F & CHARLENE K LAMBERTI FOUNDATION
- What is the EIN of DONALD F & CHARLENE K LAMBERTI FOUNDATION?
- The employer identification number (EIN) of DONALD F & CHARLENE K LAMBERTI FOUNDATION is 42-1453781.
- Is DONALD F & CHARLENE K LAMBERTI FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to DONALD F & CHARLENE K LAMBERTI FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does DONALD F & CHARLENE K LAMBERTI FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of DONALD F & CHARLENE K LAMBERTI FOUNDATION due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DONALD F & CHARLENE K LAMBERTI FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended July 2025.
- Who are the officers and directors of DONALD F & CHARLENE K LAMBERTI FOUNDATION?
- The 990-PF for the year ended July 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DONALD F & CHARLENE K LAMBERTI FOUNDATION have?
- On its 990-PF for the year ended July 31, 2025 it reported revenue of $5,224,131, expenses of $6,800,933 and total assets of $9,018,958 at year end.
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