LAMBERT FAMILY FOUNDATION INC: Form 990PF, tax year 2017

View the entire original 990 at ProPublica ↗

Organization: LAMBERT FAMILY FOUNDATION INC (EIN 46-1655799)
Tax period: 2017-01-01 to 2017-12-31
Filed: 2018-11-05
IRS object ID: 201843099349100534
Schema version: 2017v2.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Other Expenses Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2018-11-05T11:49:58-08:00	ReturnTs
Tax Period End	2017-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Caminiti & Cogliati CPAs LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	350 Motor Parkway Suite 110	AddressLine1Txt
City	Hauppauge	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	117885122	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2017-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	461655799	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	LAMBERT FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	LAMB	BusinessNameControlTxt
Phone	6318310496	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	125 LASER COURT	AddressLine1Txt
City	HAUPPAUGE	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11788	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	NICOLE LAMBERT	PersonNm
Person Title	DIRECTOR	PersonTitleTxt
Phone	6318310496	PhoneNum
Signature	2018-05-07	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ROBERT P COGLIATI CPA	PreparerPersonNm
PTIN	P00726632	PTIN
Phone	6319522300	PhoneNum
Preparation	2018-11-05	PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

Field	Value	IRS element (for citing)
I Pv4 Address	47.18.151.217	IPv4AddressTxt

Field	Value	IRS element (for citing)
IP	2018-11-05	IPDt
IP Tm	11:49:42	IPTm
IP Timezone	PS	IPTimezoneCd
Filing License Type	P	FilingLicenseTypeCd
At Submission Creation Device Id	F68225727EC0FA2028CE0484941CDC57DAA847C1	AtSubmissionCreationDeviceId
At Submission Filing Device Id	E48984A4093B7F1B57E9D82356E1E9D8F3155F18	AtSubmissionFilingDeviceId

Field	Value	IRS element (for citing)
Tax	2017	TaxYr
Build TS	2019-02-21 02:37:17Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$42,178	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$83,263	ContriRcvdRevAndExpnssAmt
Cap Gain Net Incm Net Invst Incm	$0	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$83,263	TotalRevAndExpnssAmt
Total Net Invst Incm	$0	TotalNetInvstIncmAmt
Other Expenses Rev And Expnss	$19,376	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$19,376	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$19,376	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$0	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$19,376	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$87,250	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$87,250	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$106,626	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$0	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$106,626	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$23,363	ExcessRevenueOverExpensesAmt
Net Investment Income	$0	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$65,541	CashBOYAmt
Cash EOY	$42,178	CashEOYAmt
Cash EOYFMV	$42,178	CashEOYFMVAmt
Total Assets BOY	$65,541	TotalAssetsBOYAmt
Total Assets EOY	$42,178	TotalAssetsEOYAmt
Total Assets EOYFMV	$42,178	TotalAssetsEOYFMVAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Organization Follows SFAS117	Yes (X)	OrganizationFollowsSFAS117Ind
Unrestricted BOY	$65,541	UnrestrictedBOYAmt
Unrestricted EOY	$42,178	UnrestrictedEOYAmt
Tot Net Ast Or Fund Balances BOY	$65,541	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$42,178	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$65,541	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$42,178	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$65,541	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$23,363	ExcessRevenueOverExpensesAmt
Subtotal	$42,178	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$42,178	TotNetAstOrFundBalancesEOYAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

Field	Value	IRS element (for citing)
Adjusted Qlfy Distri Yr1	$25,577	AdjustedQlfyDistriYr1Amt
Distribution Yr1	0.000000	DistributionYr1Rt
Adjusted Qlfy Distri Yr2	$82,059	AdjustedQlfyDistriYr2Amt
Distribution Yr2	0.000000	DistributionYr2Rt
Adjusted Qlfy Distri Yr3	$55,750	AdjustedQlfyDistriYr3Amt
Distribution Yr3	0.000000	DistributionYr3Rt
Adjusted Qlfy Distri Yr4	$61,250	AdjustedQlfyDistriYr4Amt
Distribution Yr4	0.000000	DistributionYr4Rt
Total Distribution	0.000000	TotalDistributionRt
Average Distribution	0.000000	AverageDistributionRt
Adj Nonchrtbl Net Invst Incm Pct	$0	AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions	$106,626	QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Domestic Org Meeting Sect4940e	Yes (X)	DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax	$0	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Tax Based On Investment Income	$0	TaxBasedOnInvestmentIncomeAmt
Applied To ES Tax	$0	AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	NICOLE LAMBERT	IndividualWithBooksNm
Phone	6318310496	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	125 Laser Court	AddressLine1Txt
City	Hauppauge	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11788	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	false	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Business Holdings	false	BusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
NICOLE LAMBERT
125 Laser Court	Hauppauge	NY	11788	Director	5.00	$0	$0	$0
RALPH LAMBERT
125 Laser Court	Hauppauge	NY	11788	Director	1.00	$0	$0	$0
MICHAEL LAMBERT
125 Laser Court	Hauppauge	NY	11788	Director	1.00	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	The foundation provides funds to families in need of assistance offood, medicine, clothing or shelter and also to non-profitorganizations that provide assistance to people in need.	Description1Txt
Expenses1	$106,627	Expenses1Amt
Expenses2	$0	Expenses2Amt
Expenses3	$0	Expenses3Amt
Expenses4	$0	Expenses4Amt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$0	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$0	TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast	$0	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$0	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$0	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$0	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$106,626	ExpensesAndContributionsAmt
Qualifying Distributions	$106,626	QualifyingDistributionsAmt
Adjusted Qualifying Distri	$106,626	AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$0	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4	$61,250	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$55,750	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$82,059	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$25,577	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$224,636	TotalExcessDistributionCyovAmt
Qualifying Distributions	$106,626	QualifyingDistributionsAmt
Remaining Distri From Corpus	$106,626	RemainingDistriFromCorpusAmt
Total Corpus	$331,262	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$331,262	ExcessDistriCyovToNextYrAmt
Excess From Year4	$61,250	ExcessFromYear4Amt
Excess From Year3	$55,750	ExcessFromYear3Amt
Excess From Year2	$82,059	ExcessFromYear2Amt
Excess From Year1	$25,577	ExcessFromYear1Amt
Excess From Current Year	$106,626	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (4 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
DONNA MORO
123 Stonyhollow Road	Centerport	NY	11721	None	I	due to deathFor assistancein family.	$72,500
Joe Namath Charitable Foundation
300 East 51st Suite 7D	New York	NY	10022		501(c)(3)PF	with their causeFor assistanceto help families.	$12,000
Contractors for Kids
1316 Motor Parkway	Islandia	NY	11749		501(c)(3)PC	with their causeFor assistanceto help families.	$2,500
Covenant House
460 W 41 ST	New York	NY	10036		501(c)(3)PC	with their causeFor assistanceto help children.	$250

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$87,250	TotalGrantOrContriPdDurYrAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (2 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Person ContributionPersonContributionInd
JVR Electric Inc
1	160 Gary Way	Ronkonkoma	NY	11779	$27,000	Yes (X)
Axis Construction Corp
2	125 Laser Court	Hauppauge	NY	11788	$22,175	Yes (X)

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Hall rental	$16,351	$16,351
Fundraising expenses	$2,900	$2,900
NYS Filing fee	$125	$125

Comments