George and Lucy Malmberg Foundation Tr Agreement
George and Lucy Malmberg Foundation Tr Agreement is a private foundation, based in Sarasota, FL. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $8.6M in total assets. In 2025, it awarded 2 grants totaling $4.8M. Net investment income was $1.4M.
George and Lucy Malmberg Foundation Tr Agreement at a glance
In short: George and Lucy Malmberg Foundation Tr Agreement gave $4.8M across 2 grants in 2025 (avg $2.4M), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,833,333
- +339.4% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $2,416,667
- +339.4% vs 2024
- Median grant
- $2,416,667
- Total assets
- $8,614,913
- -28.5% vs 2024
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
Who George and Lucy Malmberg Foundation Tr Agreement funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Day Spring Christian Academy ($4.3M). Together the top 2 received $4.8M.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was in the $1–5M range: 9 grants of 13 (69%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How George and Lucy Malmberg Foundation Tr Agreement gives
- Giving fell 26% from 2022 to 2025. Method
- In 2025 it paid out 718% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $300K (2020) to $6.5M (2022). In 2025 it made 2 grants totaling $4.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Day Spring Christian Academy Mountville, PA | Charity | $4,333,333 |
| Delaware County Christian School Foundation Newtown Square, PA | Charity | $500,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $8,614,913 | $1,537,504 | $4,996,732 | $4,833,333 | 2 | $4,843,837 | $1,422,849 | $674,429 |
| 2024 | $12,052,065 | $1,052,415 | $1,211,389 | $1,100,000 | 2 | $1,107,440 | $951,204 | $735,138 |
| 2023 | $12,211,039 | $440,562 | $2,132,825 | $2,000,000 | 2 | $2,000,000 | $312,813 | $714,436 |
| 2022 | $13,873,067 | $326,613 | $6,626,398 | $6,500,000 | 6 | $6,500,000 | $211,395 | $786,342 |
| 2021 | $20,124,124 | $18,087,796 | $563,267 | $500,000 | 1 | $500,000 | $426,689 | $333,389 |
| 2020 | $4,085,820 | $31,183 | $355,066 | $300,000 | 1 | — | $35,457 | $232,030 |
Under IRS private-foundation payout rules, George and Lucy Malmberg Foundation Tr Agreement reported a distributable amount of $674K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
George and Lucy Malmberg Foundation Tr Agreement is led by Lucy Malmberg, Trustee on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Lucy Malmberg
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about George and Lucy Malmberg Foundation Tr Agreement
How much does George and Lucy Malmberg Foundation Tr Agreement give each year?
George and Lucy Malmberg Foundation Tr Agreement gave $4.8M across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $1.1M across 2 grants.
How large is George and Lucy Malmberg Foundation Tr Agreement?
George and Lucy Malmberg Foundation Tr Agreement reported $8.6M in total assets on its 2025 IRS Form 990-PF. It paid out $4.8M in qualifying distributions that year, against a required minimum of $674K (roughly 5% of its investment assets).
Where does George and Lucy Malmberg Foundation Tr Agreement operate?
George and Lucy Malmberg Foundation Tr Agreement has awarded grants in Florida, North Carolina, New York, Ohio, Pennsylvania.
What is George and Lucy Malmberg Foundation Tr Agreement's EIN?
George and Lucy Malmberg Foundation Tr Agreement's EIN (Employer Identification Number) is 81-6941753. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 27, 2026)
- IRS filings on file for fiscal years 2020–2024
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