Funder DirectoryPETER AND ANN LAMBERTUS FAMILY FOUNDATIO
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Private foundation (trust)EIN 823794617Est. 2019-07

PETER AND ANN LAMBERTUS FAMILY FOUNDATIO

BOSTON, MA 02110

Total Assets

$274.8M

FY 2023

Annual Giving

$14.7M

FY 2023

Grants Made

77

FY 2023

Avg Grant

$190K

FY 2023

Grant Range

$2K–$7M

Typical

Deadlines

Applications

Focus Areas

Private Grantmaking Foundations

Financial Snapshot

2023 filing

Total Revenue

$9.4M

Total Expenses

$14.7M

Qualifying Distributions

$14.7M

Distributable Amount

$13.3M

Min. Investment Return

$13.5M

Undistributed Income

$12.3M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

77 grants

Grant sizes from minimum $2K through median $10K to maximum $7M, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $16.1M in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

275 grants

MASSACHUSETTS GENERAL HOSPITAL
$17M
2 grants
PURDUE FOUNDATION
$13M
2 grants
FIDELITY DAF
$6.8M
3 grants
MGH
$5.3M
1 grant
THE TRUSTEES OF RESERVATIONS
$4.5M
4 grants
ST FRANCIS HOUSE
$4.2M
3 grants
HARWICH CONSERVATION TRUST
$1.7M
4 grants
LEXINGTON ARTS & CRAFTS SOCIETY
$750K
4 grants

Grant Size Distribution

275 grants

<$10K
159
grants
$10–50K
82
grants
$50–250K
21
grants
$250K–1M
5
grants
$1–5M
3
grants
$5M+
5
grants

Geographic Focus

20 states

Massachusetts
$41.0M
71% of total
Indiana
$13.1M
23% of total
Virginia
$1.7M
3% of total
Ohio
$580K
1% of total
District of Columbia
$466K
1% of total
Utah
$300K
1% of total
Vermont
$226K
0% of total
Florida
$198K
0% of total
South Carolina
$80K
0% of total
Kentucky
$70K
0% of total

+10 more states

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PETER AND ANN LAMBERTUS FAMILY FOUNDATIO — Grants, Financials & Contact | Grantivo