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Lundgren Carolybn C T U W is a private trust based in MILWAUKEE, WI. The foundation received its IRS ruling in 2017. The principal officer is Mufg Union Bank. It holds total assets of $5.2M. Annual income is reported at $746K. The foundation is governed by 1 officer or trustee. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2020 to 2023. According to available records, Lundgren Carolybn C T U W has made 6 grants totaling $1.2M, with a median grant of $245K. The foundation has distributed between $236K and $510K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $510K distributed across 2 grants. Individual grants have ranged from $122K to $255K, with an average award of $207K. The foundation has supported 2 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
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.
Lundgren Carolybn C T U W is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 6 grants. Its grantmaking reaches organizations primarily in CA.
Lundgren Carolybn C T U W has distributed a total of $1.2M across 6 grants. The median grant size is $245K, with an average of $207K. Individual grants have ranged from $122K to $255K.
Lundgren Carolybn C T U W typically selects its grantees rather than accepting unsolicited proposals.
Lundgren Carolybn C T U W is headquartered in MILWAUKEE, WI.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Mufg Union Bank N A | TRUSTEE | $71K | $0 | $71K |
Total Giving
$309K
Total Assets
$5.4M
Fair Market Value
$6.5M
Net Worth
$5.4M
Grants Paid
$236K
Contributions
N/A
Net Investment Income
$126K
Distribution Amount
$302K
Total: $1.9M
Total Grants
6
Total Giving
$1.2M
Average Grant
$207K
Median Grant
$245K
Unique Recipients
2
Most Common Grant
$255K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Humane Society Of Ventura CountyGENERAL OPERATING | Ojai, CA | $236K | 2023 |
| Carolyn Crosby Lundgen TuwCHARITABLE | San Francisco, CA | $123K | 2020 |