Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
THE LAMM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)204 MARCIN LANE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BURNSVILLE, MN55337
A Employer identification number

41-1862729
B Telephone number (see instructions)

(952) 831-1876
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$848,015
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 32,158 32,158  
4 Dividends and interest from securities... 1,920 1,920  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 287
b Gross sales price for all assets on line 6a 343,287
7 Capital gain net income (from Part IV, line 2)... 287
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 34,365 34,365  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,975 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 42,429 30,822   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,404 30,822   0
25 Contributions, gifts, grants paid....... 31,145 31,145
26 Total expenses and disbursements. Add lines 24 and 25 79,549 30,822   31,145
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -45,184
b Net investment income (if negative, enter -0-) 3,543
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   2 2
2 Savings and temporary cash investments......... 32,351 48,973 48,973
3 Accounts receivable right arrow4,000
Less: allowance for doubtful accounts right arrow   4,000 4,000 4,000
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 48,357 Click to see attachment
List of Attached Documents:
// Content
49,549
57,009
c Investments—corporate bonds (attach schedule)....... 775,000 Click to see attachment
List of Attached Documents:
// Content
742,000
738,031
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
287
Click to see attachment
List of Attached Documents:
// Content
287
Click to see attachment
List of Attached Documents:
// Content
0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 859,995 844,811 848,015
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   30,000
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 30,000
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 859,995 814,811
29 Total net assets or fund balances (see instructions)..... 859,995 814,811
30 Total liabilities and net assets/fund balances (see instructions). 859,995 844,811
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
859,995
2
Enter amount from Part I, line 27a .....................
2
-45,184
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
814,811
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
814,811
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a RBC P   2024-12-31
b RBC P   2024-12-31
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 114,000   114,000 0
b 229,000   229,000 0
c 287     287
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       0
b       0
c       287
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 287
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 49
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 49
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 49
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 207
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 800
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,007
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 958
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow958 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowMN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowDAVID LAMM Telephone no.right arrow (952) 831-1876

Located atright arrow204 MARCIN LANEBURNSVILLEMN ZIP+4right arrow55337
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
Yes
 
If "Yes," list the years right arrow2023, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
Yes
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
DAVID LAMM DIRECTOR
5.00
0 0 0
204 MARCIN LANE
BURNSVILLE,MN55337
ROBYN LAMM DIRECTOR
5.00
0 0 0
204 MARCIN LANE
BURNSVILLE,MN55337
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
42,785
b
Average of monthly cash balances.......................
1b
830,133
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
872,918
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
872,918
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
13,094
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
859,824
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
42,991
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
42,991
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
49
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
49
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
42,942
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
42,942
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
42,942
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
31,145
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
31,145
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 42,942
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 37,812
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 31,145
a Applied to 2023, but not more than line 2a 31,145
b Applied to undistributed income of prior years
(Election required—see instructions).....
Click to see attachment
List of Attached Documents:
// Content
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 0
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
6,667
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
42,942
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
DAVID LAMM
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

AICR

1759 R ST NW
WASHINGTON,DC20009
NONE PUBLIC CHARITABLE 75

ALS ASSOCIATION

1919 UNIVERSITY AVENUE W STE 175
ST PAUL,MN55104
NONE PUBLIC CHARITABLE 7,150

AMERICAN CANCER SOCIETY

PO BOX 22478
OKLAHOMA CITY,OK73123
NONE PUBLIC CHARITABLE 50

AMERICAN DIABETES ASSOCIATION

8000 W 78TH ST
EDINA,MN55439
NONE PUBLIC CHARITABLE 50

AMERICAN FILM INSTITUTE

2021 N WESTERNS AVE
LOS ANGELES,CA90027
NONE PUBLIC CHARITABLE 75

AMERICAN HEART ASSOCIATION

4701 W 77TH ST
MINNEAPOLIS,MN55435
NONE PUBLIC CHARITABLE 50

AMERICAN KIDNEY FUND

11921 ROCKVILLE PIKE SUITE 300
ROCKVILLE,MD20852
NONE PUBLIC CHARITABLE 25

AMERICAN LEPROSY MISSION

120 BROADUS AVE
GREENVILLE,SC29601
NONE PUBLIC CHARITABLE 25

AMERICAN LUNG ASSOCIATION

490 CONCORDIA AVE
ST PAUL,MN55103
NONE PUBLIC CHARITABLE 25

AMERICAN PARKINSON DISEASE ASSOCIATION

800 E 28TH ST
MINNEAPOLIS,MN55407
NONE PUBLIC CHARITABLE 25

AMERICAN RED CROSS

1201 W RIVER PKWY
MINNEAPOLIS,MN55454
NONE PUBLIC CHARITABLE 50

AMFAR FOR AIDS

120 WALL STREET 13TH FLOOR
NEW YORK,NY10005
NONE PUBLIC CHARITABLE 25

AUTISM SOCIETY OF AMERICA

4340 EAST-WEST HWY SUITE 350
BETHESDA,MD20814
NONE PUBLIC CHARITABLE 25

BOYS TOWN

14100 CRAWFORD ST
BOYS TOWN,NE68010
NONE PUBLIC CHARITABLE 50

CARE

4609 WEST PONKAN ROAD
APOPKA,FL32712
NONE PUBLIC CHARITABLE 50

CHILDREN'S THEATER

2400 3RD AVE S
MINNEAPOLIS,MN55404
NONE PUBLIC CHARITABLE 50

CHILDREN'S WISH

961 HILLWIND RD NE
MINNEAPOLIS,MN55432
NONE PUBLIC CHARITABLE 100

CHRISTOPHER REEVE PARALYSIS

636 MORRIS TURNPIKE SUITE 3A
SHORT HILLS,NJ07078
NONE PUBLIC CHARITABLE 25

CRAZY HORSE MEMORIAL FOUNDATION

12151 AVENUE OF THE CHIEFS
CRAZY HORSE,SD57730
NONE PUBLIC CHARITABLE 25

CROHN'S & COLITIS FOUNDATION

733 THIRD AVENUE
NEW YORK,NY10017
NONE PUBLIC CHARITABLE 25

CUREPSP

1216 BROADWAY FL 2
NEW YORK,NY10001
NONE PUBLIC CHARITABLE 25

CYSTIC FIBROSIS

100 N 6TH ST 604A
MINNEAPOLIS,MN55403
NONE PUBLIC CHARITABLE 25

DISABLED AMERICAN VETS

3725 ALEXANDRIA PIKE
COLD SPRING,KY41076
NONE PUBLIC CHARITABLE 25

DOCTORS WITHOUT BORDERS

333 SEVENTH AVENUE 2ND FLOOR
NEW YORK,NY10001
NONE PUBLIC CHARITABLE 50

ENVIRONMENTAL DEFENSE FUND

1875 CONNECTICUT AVE NW SUITE 600
WASHINGTON,DC20009
NONE PUBLIC CHARITABLE 100

EPILEPSY FOUNDATION

8301 PROFESSIONAL PLACE SUITE 200
LANDOVER,MD20785
NONE PUBLIC CHARITABLE 25

FEED THE CHILDREN

333 N MERIDIAN
OKLAHOMA CITY,OK73107
NONE PUBLIC CHARITABLE 25

FEEDING AMERICA

35 EAST WACKER DRIVE SUITE 2000
CHICAGO,IL60601
NONE PUBLIC CHARITABLE 25

GLAUCOMA FOUNDATION

80 MAIDEN LN
NEW YORK,NY10038
NONE PUBLIC CHARITABLE 25

GUIDE DOGS FOR BLIND

371 EAST JERICHO TURNPIKE
SMITHTOWN,NY11787
NONE PUBLIC CHARITABLE 25

GUIDING EYES FOR BLIND

611 GRANITE SPRINGS RD
YORKTOWN HEIGHTS,NY10598
NONE PUBLIC CHARITABLE 25

GUTHRIE

818 S 2ND ST
MINNEAPOLIS,MN55415
NONE PUBLIC CHARITABLE 50

HABITAT FOR HUMANITY

2401 NE LOWRY AVE 210
MINNEAPOLIS,MN55418
NONE PUBLIC CHARITABLE 25

HENNEPIN THEATER

615 HENNEPIN AVE 140
MINNEAPOLIS,MN55403
NONE PUBLIC CHARITABLE 2,500

INTERNATIONAL RESCUE COMMITTEE INC

122 EAST 42ND STREET
NEW YORK,NY10168
NONE PUBLIC CHARITABLE 25

LEARNING ALLY

20 ROSZEL ROAD
PRINCETON,NJ08540
NONE PUBLIC CHARITABLE 25

LEUKEMIA & LYMPHOMA FOUDATION

1711 BROADWAY ST NE
MINNEAPOLIS,MN55413
NONE PUBLIC CHARITABLE 25

MACULAR DEGENERATION

PO BOX 531313
HENDERSON,NV89053
NONE PUBLIC CHARITABLE 50

MAKE A WISH FOUNDATION

615 1ST AVE NE 415
MINNEAPOLIS,MN55413
NONE PUBLIC CHARITABLE 50

MAYO CLINIC

200 1ST ST SW
ROCHESTER,MN55902
NONE PUBLIC CHARITABLE 50

METRO MEALS ON WHEELS

1200 S WASHINGTON AVE 380
MINNEAPOLIS,MN55415
NONE PUBLIC CHARITABLE 50

MINNEAPOLIS INSTITUTE OF ARTS

2400 3RD AVE S
MINNEAPOLIS,MN55404
NONE PUBLIC CHARITABLE 300

MINNESOTA ORCHESTRA

1111 NICOLLET MALL
MINNEAPOLIS,MN55403
NONE PUBLIC CHARITABLE 100

MN PUBLIC RADIO

480 CEDAR STREET
ST PAUL,MN55101
NONE PUBLIC CHARITABLE 25

MULTIPLE SCLEROSIS ASSOCIATION

375 KINGS HIGHWAY NORTH
CHERRY HILL,NJ08034
NONE PUBLIC CHARITABLE 50

MUSCULAR DYSTROPHY ASSOCIATION

7401 METRO BLVD 300
MINNEAPOLIS,MN55439
NONE PUBLIC CHARITABLE 25

MUSEUM OF RUSSIAN ART

5500 STEVENS AVE
MINNEAPOLIS,MN55419
NONE PUBLIC CHARITABLE 70

NATIONAL FOUNDATION FOR CANCER RESEARCH

4600 EAST-WEST HWY 525
BETHESDA,MD20814
NONE PUBLIC CHARITABLE 100

NATIONAL LAW ENFORCEMENT MEMORIAL FUND

E ST NW
WASHINGTON,DC20004
NONE PUBLIC CHARITABLE 1,000

NATIONAL PARK FOUNDATION

1110 VERMONT AVE NW SUITE 200
WASHINGTON,DC20005
NONE PUBLIC CHARITABLE 25

NATIVE AMERICAN AID

2401 EGLIN ST
RAPID CITY,SD57703
NONE PUBLIC CHARITABLE 50

NORTHERN VOICES

1660 WEST COUNTY RD B
ROSEVILLE,MN55113
NONE PUBLIC CHARITABLE 5,000

ORDWAY CENTER FOR THE PERFORMING ARTS

345 WASHINGTON ST
ST PAUL,MN55102
NONE PUBLIC CHARITABLE 2,500

PARALYZED VETERANS

801 EIGHTEENTH STREET NW
WASHINGTON,DC20006
NONE PUBLIC CHARITABLE 25

PARKINSON RESEARCH FOUNDATION

5969 CATTLERIDGE BLVD SUITE 100
SARASOTA,FL34232
NONE PUBLIC CHARITABLE 25

PLANNED PARENTHOOD

PO BOX 97166
WASHINGTON,DC20090
NONE PUBLIC CHARITABLE 50

PROJECT HOPE

PO BOX 96340
WASHINGTON,DC20090
NONE PUBLIC CHARITABLE 25

PROSTATE CANCER FOUNDATION

1250 FOURTH STREET
SANTA MONICA,CA90401
NONE PUBLIC CHARITABLE 25

READING IS FUNDAMENTAL

1730 RHODA ISLAND AVE NW SUITE 1100
WASHINGTON,DC20036
NONE PUBLIC CHARITABLE 25

SALVATION ARMY

615 SLATERS LANE
ALEXANDRIA,VA22313
NONE PUBLIC CHARITABLE 25

SMILE TRAIN

PO BOX 96231
WASHINGTON,DC20090
NONE PUBLIC CHARITABLE 25

SPECIAL OLYMPICS

100 S WASHINGTON AVE 550
MINNEAPOLIS,MN55401
NONE PUBLIC CHARITABLE 25

SPRINGVILLE MUSEUM OF ART ASSOCIATION

126 E 400 S
SPRINGVILLE,UT84663
NONE PUBLIC CHARITABLE 5,000

TOYS FOR TOTS

2360 PILOT KNOB RD
MENDOTA,MN55150
NONE PUBLIC CHARITABLE 50

TWIN CITIES PUBLIC TELEVISION

172 4TH ST E
ST PAUL,MN55101
NONE PUBLIC CHARITABLE 75

US OLYMPIC COMMITTEE

ONE OLYMPIC PLAZA
COLORADO SPRINGS,CO80909
NONE PUBLIC CHARITABLE 50

UNICEF

125 MAIDEN LANE 11TH FLOOR
NEW YORK,NY10038
NONE PUBLIC CHARITABLE 50

UNION GOSPEL MISSION

77 E 9TH STREET
ST PAUL,MN55101
NONE PUBLIC CHARITABLE 50

UNIVERSITY OF UTAH

201 PRESIDENTS CIR
SALT LAKE CITY,UT84112
NONE PUBLIC CHARITABLE 5,000

VETERANS OF FOREIGN WARS

406 WEST 34TH STREET SUITE 920
KANSAS CITY,MO64111
NONE PUBLIC CHARITABLE 50

WORLD VISION

PO BOX 9716
FEDERAL WAY,WA98063
NONE PUBLIC CHARITABLE 50

YMCA

13850 PORTLAND AVE S
BURNSVILLE,MN55337
NONE PUBLIC CHARITABLE 50

YOUNG AMERICA'S FOUNDATION

11480 COMMERCE PARK DR SUITE 600
RESTON,VA20191
NONE PUBLIC CHARITABLE 25
Total .................................right arrow 3a 31,145
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 32,158  
4 Dividends and interest from securities ....     14 1,920  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............
    18 287  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 34,365 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
34,365
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AppliedToPriorYearElection
Name:
THE LAMM FAMILY FOUNDATION
EIN:
41-1862729
Election:
THE LAMM FAMILY FOUNDATION IS MAKING AN ELECTION UNDER SECTION 53.4942(A)-3(D)(2) TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO PRIOR YEAR'S UNDISTRIBUTED INCOME.

TY 2024 InvestmentsCorpBondsSchedule
Name:
THE LAMM FAMILY FOUNDATION
EIN:
41-1862729
Name of Bond End of Year Book Value End of Year Fair Market Value
BONDS - RBC 742,000 738,031

TY 2024 InvestmentsCorpStockSchedule
Name:
THE LAMM FAMILY FOUNDATION
EIN:
41-1862729
Name of Stock End of Year Book Value End of Year Fair Market Value
SECURITIES - MORGAN STANLEY 49,549 57,009

TY 2024 OtherAssetsSchedule
Name:
THE LAMM FAMILY FOUNDATION
EIN:
41-1862729
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DUE TO LAMM 287 287  


TY 2024 OtherExpensesSchedule
Name:
THE LAMM FAMILY FOUNDATION
EIN:
41-1862729
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 792 792   0
BANK CHARGES 30 30   0
AMERICAN TRUST 30,000 30,000   0
IRS 500 0   0
MISCELLANEOUS 187 0   0
ACCOUNTING FEES 10,920 0   0