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James W Lundberg Philanthropic Trust is a private trust based in BLOOMINGTON, IL. The foundation received its IRS ruling in 1998. It holds total assets of $2.8M. Annual income is reported at $338K. Total assets have grown from $768K in 2011 to $2.5M in 2023. The foundation is governed by 2 officers and trustees. The foundation operates in the area of religion. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Funding is distributed across 5 states, including New York, District of Columbia, Alabama. According to available records, James W Lundberg Philanthropic Trust has made 14 grants totaling $94K, with a median grant of $7K. The foundation has distributed between $46K and $48K annually from 2022 to 2023. Individual grants have ranged from $1K to $12K, with an average award of $7K. The foundation has supported 9 unique organizations. The foundation primarily supports organizations in District of Columbia, New York, Alabama, which account for 71% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$6K
Average Grant
$5K
Largest Grant
$7K
Based on 8 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
James W Lundberg Philanthropic Trust primarily funds organizations in the area of religion. Based on available records, the foundation has funded 14 grants. Its grantmaking reaches organizations primarily in DC, NY, AL.
James W Lundberg Philanthropic Trust has distributed a total of $94K across 14 grants. The median grant size is $7K, with an average of $7K. Individual grants have ranged from $1K to $12K.
James W Lundberg Philanthropic Trust typically selects its grantees rather than accepting unsolicited proposals.
James W Lundberg Philanthropic Trust is headquartered in BLOOMINGTON, IL. While based in IL, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| G Timothy Leighton | Co-Trustee | $16K | $0 | $16K |
| Marilyn K Waits | Trustee | $10K | $0 | $10K |
Total Giving
$137K
Total Assets
$2.5M
Fair Market Value
$2.4M
Net Worth
$2.5M
Grants Paid
$46K
Contributions
N/A
Net Investment Income
$126K
Distribution Amount
$103K
Total: $2.5M
Total Grants
14
Total Giving
$94K
Average Grant
$7K
Median Grant
$7K
Unique Recipients
9
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| National Center For Transgender Equalitysupport qualified programs | Washington, DC | $12K | 2023 |
| The Sentencing Projectsupport qualified programs | Washington, DC | $12K | 2023 |
| Equal Justice Institutesupport qualified programs | Montgomery, AL | $8K | 2023 |
| Innocence Projectsupport qualified programs | New York, NY | $5K | 2023 |
| National Coalition Against Censorshipsupport qualified programs | New York, NY | $5K | 2023 |
| Jimmy Carter Centersupport qualified programs | Atlanta, GA | $3K | 2023 |
| Habitat For Humanity Mclean Countysupport qualified programs | Bloomington, IL | $1K | 2023 |
| National Center For TransgenderSUPPORT QUALIFIED PROGRAM | Washington, DC | $10K | 2022 |
| Doctors Without BordersSUPPORT QUALIFIED PROGRAM | New York, NY | $7K | 2022 |