Civic Intelligence

Gerard B Lambert Foundation

990PF • Fiscal year 2019 • EIN 31-1814353

Jan 01, 2019 to Dec 31, 2019 • Filed on Oct 28, 2020

CO Pkf Oconnor Davies 665 5th AvNew York, NY 10022

(212) 286-2600

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

48th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Liabilities / Revenue

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Net Margin

71st percentile

49%

Higher net margin than 71% of similar nonprofits.

2019 filings • NTEE T • $50M-$100M nonprofits • Source year 2019

Top Officer Pay

13th percentile

$0

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $50M-$100M nonprofits • Source year 2019

Asset Growth

71st percentile

12%

Faster asset growth than 71% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2016 to 2019

Revenue Growth

3rd percentile

-67%

Faster revenue growth than 3% of similar nonprofits.

2019 filings • $50M-$100M nonprofits • Annualized from 2016 to 2019

Assets

Up

$90,773,133

Up $25,495,970 (+39%) from 2016

Net Assets

Up

$90,773,133

Up $25,495,970 (+39%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$9,705,067

Down $268,662,727 (-97%) from 2016

Expenses

Down

$4,954,507

Down $318,590,812 (-98%) from 2016

Net Income

Up

$4,750,560

Up $49,928,085 (+111%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0Assets 2016: $65,277,163Liabilities 2016: $0Net Assets 2016: $65,277,1632016Assets 2019: $90,773,133Liabilities 2019: $0Net Assets 2019: $90,773,1332019Assets 2020: $95,406,942Liabilities 2020: $0Net Assets 2020: $95,406,9422020Assets 2021: $99,835,609Liabilities 2021: $0Net Assets 2021: $99,835,6092021Assets 2022: $86,043,475Liabilities 2022: $0Net Assets 2022: $86,043,4752022Assets 2023: $92,294,669Liabilities 2023: $0Net Assets 2023: $92,294,6692023Assets 2024: $95,006,980Liabilities 2024: $0Net Assets 2024: $95,006,9802024

Highlighted filing

2019

Assets$90,773,133
Liabilities$0
Net Assets$90,773,133

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400M$300M$200M$100M$0-$100MRevenue 2016: $278,367,794Expenses 2016: $323,545,319Net Income 2016: -$45,177,5252016Revenue 2019: $9,705,067Expenses 2019: $4,954,507Net Income 2019: $4,750,5602019Revenue 2020: $1,680,083Expenses 2020: $5,648,258Net Income 2020: -$3,968,1752020Revenue 2021: $6,767,881Expenses 2021: $7,551,593Net Income 2021: -$783,7122021Revenue 2022: $9,549,805Expenses 2022: $5,834,327Net Income 2022: $3,715,4782022Revenue 2023: $3,661,593Expenses 2023: $5,905,940Net Income 2023: -$2,244,3472023Revenue 2024: $4,050,359Expenses 2024: $9,514,485Net Income 2024: -$5,464,1262024

Highlighted filing

2019

Revenue$9,705,067
Expenses$4,954,507
Net Income$4,750,560
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Oct 28, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS L LLOYDDirector, President, Treasurer-$0--
STACY B LLOYD IVDirector, Vice President-$0--
JANE MACLENNANDirector, Secretary-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHILDREN'S NATIONAL MEDICAL CENTERTO SUPPORT CHILDREN WITH ATTENTION-DEFICIT/HYPERACTIVITY DISORDER (ADHD)PCWASHINGTON, DC, US$3,162,910
Paid GrantINSTITUTE OF CLASSICAL ARCHITECTURE & ART INCTO ESTABLISH AND NAME IN PERPETUITY "THE BUNNY MELLON CURRICULA"PCNEW YORK, NY, US$500,000
Paid GrantINSTITUTE FOR ADVANCED STUDYTO SUPPORT THE FIELD OF NEAR EASTERN AND ISLAMIC STUDIES IN THE SCHOOL OF HISTORICAL STUDIESPCPRINCETON, NJ, US$175,000
Paid GrantNATIONAL GALLERY OF ARTGENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$135,000
Paid GrantHANOVER CHARITIES USA INCTO SUPPORT WORK PERFORMED IN JAMAICAPCST HELENA ISLAND, SC, US$30,000
Paid GrantENDEAVOR THERAPEUTIC HORSEMANSHIP INCTO BENEFIT THE CHARLIE ROSE MEMORIAL FUNDPCMOUNT KISCO, NY, US$25,000
Paid GrantMATER DEI SCHOOL INCGENERAL OPERATING SUPPORTPCBETHESDA, MD, US$25,000
Paid GrantST FRANCIS MEDICAL CENTER FOUNDATION INCTO SUPPORT THE LANGUAGE TRANSLATOR PROGRAMPCTRENTON, NJ, US$25,000
Paid GrantTHE CONNELLY SCHOOL OF THE HOLY CHILDGENERAL OPERATING SUPPORTPCPOTOMAC, MD, US$25,000
Paid GrantLEGIONARIES OF CHRIST PASTORAL SERVICESGENERAL OPERATING SUPPORTPCPOTOMAC, MD, US$20,000
Paid GrantLENOX ROAD BAPTIST CHURCH SCHOLARSHIP FUNDTO SUPPORT THE SCHOLARSHIP FUNDPCBROOKLYN, NY, US$20,000
Paid GrantST MICHAEL'S SPECIAL SCHOOLGENERAL OPERATING SUPPORTPCNEW ORLEANS, LA, US$20,000
Paid GrantPROJECT KNITWELLTO INCREASE PROGRAMMING AT CHILDREN'S NATIONAL MEDICAL CENTER AND EXPAND THE PROGRAMMINGPCARLINGTON, VA, US$15,000
Paid GrantMERIDIAN INTERNATIONAL CENTERGENERAL OPERATING SUPPORTPCWASHINGTON, DC, US$10,000
Paid GrantTHE BARNSTABLE CLEAN WATER COALITIONGENERAL OPERATING SUPPORTPCOSTERVILLE, MA, US$10,000
Paid GrantLENOX LIFE CENTER INCTO SUPPORT THE AFTERSCHOOL PROGRAMPCBROOKLYN, NY, US$5,000
Filing and Contact Details

Filer

Filer Name
Gerard B Lambert Foundation
EIN
31-1814353
Phone
2122862600
Address
CO PKF OCONNOR DAVIES 665 5TH AV, NEW YORK, NY 10022

Signing Officer

Name
Thomas L Lloyd
Title
President
Phone
2122862600
Signed
2020-10-28
Discuss with paid preparer
Yes

Preparer

Firm
PKF O'CONNOR DAVIES LLP
Address
665 FIFTH AVENUE, NEW YORK, NY 10022
Preparer
Joseph L Ali CPA
Phone
2122862600
Raw XML AppendixShowing 400 of 3,494 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt0174226
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING, ADMINISTRATION AND TAX RETURN PREPARATION
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0169726
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt0TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt1TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt2TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/AnyDiversionByGranteeTxt3TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt0OAK SPRING GARDEN FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt1OAK SPRING GARDEN FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt2OAK SPRING GARDEN FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/BusinessName/BusinessNameLine1Txt3OAK SPRING GARDEN FOUNDATION
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt0214987465
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt1103311151
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantAmt2400000
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt02016-01-22
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt12016-06-15
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt22017-02-23
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/GrantDt32017-06-01
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt0THE EXCLUSIVELY CHARITABLE PURPOSE OF THE GRANT IS TO PROVIDE ENDURING SUPPORT FOR, OR AN ENDURING ASSET TO FORM A PART OF, THE LIBRARY, GROUNDS AND COLLECTION OF OAK SPRING IN THE FORM OF A CAPITAL ENDOWMENT.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt1THE GRANT IS TO BE USED FOR EXCLUSIVELY CHARITABLE AND CAPITAL PURPOSES IN FURTHERANCE OF THE EXEMPT PURPOSES OF OAK SPRING GARDEN FOUNDATION.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt2THE EXCLUSIVELY CHARITABLE PURPOSE OF THE GRANT IS TO PROVIDE ENDURING SUPPORT FOR, OR AN ENDURING ASSET TO FORM A PART OF, THE LIBRARY, GROUNDS AND COLLECTION OF OAK SPRING IN THE FORM OF CAPITAL ASSETS. THESE CAPITAL ASSETS CONSISTED OF CERTAIN TANGIBLE ASSETS IN THE FORM OF ART AND OBJECTS OWNED BY RACHEL L. MELLON.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/PurposeOfGrantTxt3THE EXCLUSIVELY CHARITABLE PURPOSE OF THE GRANT IS TO ESTABLISH TWO CAPITAL ENDOWMENTS TO PROVIDE FELLOWSHIPS TO ARTS AND EARLY-CAREER SCHOLARS.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt0AS PREVIOUSLY REPORTED, THE FOUNDATION RECEIVED REPORTS FROM THE GRANTEE FOR ITS TAXABLE YEAR IN WHICH THE GRANT WAS MADE AND THE IMMEDIATELY SUCCEEDING TWO TAXABLE YEARS. BECAUSE IT IS REASONABLY APPARENT TO THE FOUNDATION THAT, BEFORE THE END OF SUCH SECOND SUCCEEDING TAXABLE YEAR, NEITHER THE PRINCIPAL, THE INCOME FROM THE GRANT FUNDS, NOR THE EQUIPMENT PURCHASED WITH THE GRANT FUNDS HAS BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN LIABILITY FOR TAX UNDER CODE SECTION 4945(D), UNDER TREAS. REG. 53.4945-5(C)(2) THE FOUNDATION HAS ALLOWED SUCH REPORTS TO BE DISCONTINUED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt1AS PREVIOUSLY REPORTED, THE FOUNDATION RECEIVED REPORTS FROM THE GRANTEE FOR ITS TAXABLE YEAR IN WHICH THE GRANT WAS MADE AND THE IMMEDIATELY SUCCEEDING TWO TAXABLE YEARS. BECAUSE IT IS REASONABLY APPARENT TO THE FOUNDATION THAT, BEFORE THE END OF SUCH SECOND SUCCEEDING TAXABLE YEAR, NEITHER THE PRINCIPAL, THE INCOME FROM THE GRANT FUNDS, NOR THE EQUIPMENT PURCHASED WITH THE GRANT FUNDS HAS BEEN USED FOR ANY PURPOSE WHICH WOULD RESULT IN LIABILITY FOR TAX UNDER CODE SECTION 4945(D), UNDER TREAS. REG. 53.4945-5(C)(2) THE FOUNDATION HAS ALLOWED SUCH REPORTS TO BE DISCONTINUED.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt2THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY.
ExpenditureResponsibilityStmt/ExpenditureResponsibilityGrp/ResultsOfVerificationTxt3THE FOUNDATION HAS NOT UNDERTAKEN AN INVESTIGATION OF THE GRANTEE'S REPORTS BECAUSE THE FOUNDATION HAS NO REASON TO BELIEVE THAT THOSE REPORTS ARE OF DUBIOUS ACCURACY OR RELIABILITY.
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