2025-11-15T02:04:19-06:00 2024-12-31 ERNST & YOUNG US LLP 7676 FORSYTH BOULEVARD SUITE 2600 ST LOUIS MO 63105 990PF 2024-01-01 367335154 Lampert Family Foundation c/o Mark Lampert % MARK LAMPERT LAMP 4152882395 2415 Green Street San Francisco CA 94123 MARK LAMPERT TRUSTEE 4152882395 2025-11-12 true true Joshua K Peifer P01345737 3142901000 2025-11-10 2024 2025-03-06 01:10:19Z X 147834462 X 0 X 1918011 1917462 670010 670010 7842239 44149569 7842239 -29941 -38616 10400319 10391095 0 258289 129144 129145 85035 42518 0 11152 228548 152048 76500 83710 83710 151499 1499 83176 63625 19378 890257 472544 0 236175 5360000 5160000 6250257 472544 0 5396175 4150062 9918551 0 12248340 4018289 4018289 173107 181672 173107 173107 0 9493325 9493325 11768357 31816159 31816159 28684683 16236182 16236182 95019190 86097400 86097400 147902242 147834462 147834462 99282 62730 0 200000 99282 262730 X 147802960 147571732 147802960 147571732 147902242 147834462 147802960 4150062 151953022 4381290 147571732 GAINS THRU ANDREW GARRETT #23085 1154789 733630 421159 421159 LOSS THRU CETERA ADVISORS #6288 33974845 33975126 -281 -281 GAINS THRU JP MORGAN #5005 1448599 1448558 41 41 GAINS THRU BIOTECHNOLOGY VALUE FUND LP P 7465342 7465342 7465342 GAINS THRU GLOBAL HEALTH INVESTMENT FUND P 27261 27261 27261 EXCESS DISTRIBUTION THRU GROSVENOR INSTITUTIONAL PARTNERS P 77825 77825 77825 LOSS THRU ENERGY TRANSFER LP P 16 -16 -16 LOSS THRU SUYO PUBLIC BENEFIT CORP P 150000 -150000 -150000 GAINS THRU INJARO P 908 908 908 7842239 137868 137868 137868 189798 0 189798 X 0 51930 51930 false false false false false true true false true true CA true false false false true true N/A MARK LAMPERT 4152882395 2415 GREEN STREET SAN FRANCISCO CA 94123 false false false true true false false false false false false false false false false false false false false false false false MARK LAMPERT 2415 Green Street San Francisco CA 94123 TRUSTEE 1.0 0 0 0 SUSAN BYRD 2415 Green Street San Francisco CA 94123 TRUSTEE 1.0 0 0 0 KATHERINE CLEMENTS 2415 GREEN STREET SAN FRANCISCO CA 94123 FOUNDATION ASSOCIATE 40.0 187299 9721 0 GLOBAL DEVELOPMENT INCUBATOR 1401 K STREET NW SUITE 900 WASHINGTON DC 20005 INDEPENDENT CONTRACT 76500 Cetera Advisors LLC PO Box 293 ST CLOUD MN 56301 MANAGEMENT SERVICE 107875 NONE 77840811 60143172 13365601 151349584 0 151349584 2270244 149079340 7453967 7453967 137868 0 137868 7316099 7316099 7316099 5396175 0 0 0 0 5396175 7316099 5149492 2022 2021 2020 0 0 0 0 0 5396175 5149492 246683 0 0 0 0 7069416 0 0 0 0 0 MARK LAMPERT SUSAN BYRD NONE X Tides Foundation 1012 TORNEY AVE SAN FRANCISCO CA 941291704 NONE PC PAID TO THE TIDES FOUNDATION TO HELP FURTHER ITS CAUSE 2000000 The San Francisco Foundation One Embarcadero Center Suite 1400 SAN FRANCISCO CA 94111 NONE PC PAID TO THE SAN FRANCISCO FOUNDATION TO HELP FURTHER ITS CAUSE 1000000 Vanguard Charitable Endowment Plan 100 VANGUARD BLVD D29 MALVERN PA 19355 NONE PC Paid to Vanguard Charitable Endowment Plan to Help Further it's Cause. 2060000 Community Finance Inc 51 Pleasant St STE 278 Malden MA 021484904 NONE PC To help by hiring staff and setting up Partnerships to fuel growth. Giving Credit is a platform to facilitate peer lending with the broader mission to advance the field of community finance. 100000 5160000 901101 549 14 1917462 14 670010 18 7842239 ENERGY TRANSFER LP - UBTI 901101 8675 YBF 100 DAYS LLC 14 2614 BIOTECHNOLOGY VALUE FUND 14 -53671 GROSVENOR INSTITUTIONAL PARTNERS 14 12441 9224 10391095 10400319 false false false false false false false false false false ACCOUNTING FEES 85035 42518 11152 GLOBAL DEVELOPMENT INCUBATOR MONTHLY IMPLEMENTATION AND SUPPORT OF PHILANTHROPY AFRICAN CENTER FOR TECHNICAL TRAINING 410 ABAFUM AVENUE ADENTA MUNICIPALITY GH G542 R091 2023-05-10 120000 REIMAGINING TECHNICAL AND VOCATIONAL EDUCATION AND TRAINING (TVET) ACROSS THE CONTINENT 120000 NO 12/27/2023, 04/29/2024, 09/05/2024 2025-11-07 Entire donation has been EXPENDED URBANBETTER 124 CITY ROAD London, Great Bri UK EC1V 2NX 2023-11-27 100000 TO ACCELERATE HEALTHY AND SUSTAINABLE DEVELOPMENT IN URBAN(ISING) SPACES GLOBALLY 100000 NO 4/08/2024, 9/13/2024 2025-11-07 Entire donation has been EXPENDED INTERNATIONAL BANK FOR RECONSTRUCTION AN 1818 H STREET NORTHWEST WASHINGTON DC DC 20433 2022-05-31 373000 HONDURAS SAFER MUNI PROJ - EVALUATING IMPACT OF COG. BEHAVIOR THERAPY ON YOUTH IN JOB TRAINING 373000 NO 06/30/2024 2025-11-07 Entire donation has been EXPENDED S1 INDUSTRIES PBC INCORPORATED 8 STANDISH LANE WINCHESTER MA 01890 2022-11-15 250000 BRING TOGETHER INTITIAL TEAM AND ESTABLISH SEVERAL CONTRACTS WITH INNOVATION CLIENTS. 250000 NO 12/16/2022, 05/29/2023, 11/10/2023, 10/4/2024 2025-11-07 Entire donation has been EXPENDED CHASE BROKERAGE ACCOUNT #8007 0 0 CHASE BROKERAGE ACCOUNT #5005 16236182 16236182 (SEE ATTACHMENT) ANDREW GARRETT, INC. 3149199 3149199 CETERA ADVISORS #6288 12883195 12883195 CHASE BROKERAGE ACCOUNT #8007 15783765 15783765 (SEE ATTACHMENT) 9493325 9493325 GROSVENOR INSTITUTIONAL PTNRS 1917347 2186850 2186850 BIOTECHNOLOGY VALUE FUND LP 79665404 70270328 70270328 INJARO AGRICULTURAL CAP. HLDG. 48895 28832 28832 GLOBAL HEALTH INVESTMENT FUND 180276 104123 104123 AMBERCYCLE 5519959 5519959 5519959 PARSYL 815,416 SR SEED STOCK 1000000 1000000 1000000 PARSYL SERIES A PFD STOCK 601084 601084 601084 SUYO PUBLIC BENF CORP NOTE 150000 0 0 TAP TAP SEND 5636225 5636224 5636224 WHISPA HEALTH INC 300000 300000 300000 OPEN WITNESS LTD 0 200000 200000 SKYWARD WILDFIRE TECHNOLOGIES 0 250000 250000 UNREALIZED LOSS 4381290 BIOTECHNOLOGY VALUE FUND LP 52102 52102 GLOBAL HEALTH INVESTMENT FUND 1949 1949 GROSVENOR INSTITUTIONAL PTNRS 75 75 INJARO 2875 2875 ENERGY TRANSFER LP 6010 6010 NON DEDUCTIBLE EXPENSES 173 EXPENSE REIMBURSEMENTS 14912 14912 REGULATORY EXPENSES 94 94 PAYROLL PROCESSING FEES 4466 4466 BANK CHARGES 520 520 Energy Transfer LP - UBTI 8675 YBF 100 Days LLC 2614 2614 Biotechnology Value Fund -53671 -53671 Grosvenor Institutional Partners 12441 12441 PROGRAM CONSULTING FEES 76500 76500 INVESTMENT MANAGEMENT FEES 152048 152048 FOREIGN TAXES PAID 1499 1499 EXCISE TAX PAID 150000