James W Lundberg Philanthropic Trust
James W Lundberg Philanthropic Trust is a private foundation focused on religion, based in Bloomington, IL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $2.9M in total assets. In 2025, it awarded 7 grants totaling $47K. Net investment income was $90K.
James W Lundberg Philanthropic Trust at a glance
In short: James W Lundberg Philanthropic Trust gave $47K across 7 grants in 2025 (avg $7K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $47,000
- -5.1% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $6,714
- -5.1% vs 2024
- Median grant
- $7,000
- Total assets
- $2,889,033
- +1.5% vs 2024
- Primary geography
- New York (55% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who James W Lundberg Philanthropic Trust funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was The Sentencing Project ($15K). Together the top 7 received $47K.
Grant Size Distribution
36 grants across all recorded years
The most common grant size was under $50K: 36 grants of 36 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
Cities
How James W Lundberg Philanthropic Trust gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 89% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2019 to 2025, annual grant giving ranged from $41K (2020) to $50K (2024). In 2025 it made 7 grants totaling $47K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Sentencing Project Washington, DC | support qualified programs | $15,000 |
| A4TE Education Fund New York, NY | support qualified programs | $12,000 |
| National Coalition Against Censorship New York, NY | support qualified programs | $7,000 |
| Innocence Project New York, NY | support qualified programs | $7,000 |
| Jimmy Carter Center Atlanta, GA | support qualified programs | $3,000 |
| Equal Justice Institute Montgomery, AL | support qualified programs | $2,000 |
| Habitat for Humanity McLean County Illinois Bloomington, IL | support qualified programs | $1,000 |
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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 | $2,889,033 | $121,905 | $128,511 | $47,000 | 7 | $96,731 | $90,125 | $109,064 |
| 2024 | $2,845,899 | $239,728 | $134,886 | $49,500 | 7 | $112,184 | $217,026 | $106,796 |
| 2023 | $2,510,126 | $151,500 | $137,286 | $46,000 | 7 | $111,856 | $126,070 | $102,935 |
| 2022 | $2,448,330 | $156,953 | $140,806 | $48,000 | 7 | $114,578 | $116,827 | $104,308 |
| 2021 | $2,396,517 | $160,083 | $162,991 | $41,000 | 8 | $95,826 | $88,146 | $108,871 |
| 2020 | $2,130,083 | $144,941 | $168,682 | $41,000 | 8 | — | $120,851 | $107,033 |
| 2019 | $2,174,754 | $107,711 | $157,782 | $41,500 | 10 | — | $77,191 | $115,303 |
Under IRS private-foundation payout rules, James W Lundberg Philanthropic Trust reported a distributable amount of $109K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
James W Lundberg Philanthropic Trust's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
G Timothy Leighton
Co-Trustee
On filings since 2019
6 hrs/week
$25K (2019) → $14K (2025)
Marilyn K Waits
Trustee
On filings since 2019
3 hrs/week
$10K (2019) → $10K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $14K, to G Timothy Leighton (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about James W Lundberg Philanthropic Trust
How much does James W Lundberg Philanthropic Trust give each year?
James W Lundberg Philanthropic Trust gave $47K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 7 grants.
What is James W Lundberg Philanthropic Trust's typical grant size?
James W Lundberg Philanthropic Trust's median grant in 2025 was $7,000, and its average grant was $6,714, across 7 grants on its 2025 IRS Form 990-PF.
Where does James W Lundberg Philanthropic Trust give grants?
James W Lundberg Philanthropic Trust gives mostly in New York: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were District of Columbia (32%) and Georgia (6%). The most frequent recipient cities were New York, NY (3 grants).
Does James W Lundberg Philanthropic Trust give general operating support?
Not in 2025: none of the 7 grants with a stated purpose on James W Lundberg Philanthropic Trust's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support Qualified Programs" (7 grants).
Who are James W Lundberg Philanthropic Trust's largest grantees?
James W Lundberg Philanthropic Trust's largest 2025 grantees include The Sentencing Project ($15,000), A4TE Education Fund ($12,000) and National Coalition Against Censorship ($7,000), according to its 2025 IRS Form 990-PF. Together they received 72% of its itemized 2025 grant dollars.
How large is James W Lundberg Philanthropic Trust?
James W Lundberg Philanthropic Trust reported $2.9M in total assets on its 2025 IRS Form 990-PF. It paid out $97K in qualifying distributions that year, against a required minimum of $109K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is James W Lundberg Philanthropic Trust?
James W Lundberg Philanthropic Trust is a private foundation focused on religion, based in Bloomington, IL. It holds $2.9M in total assets as of 2025.
What is James W Lundberg Philanthropic Trust's EIN?
James W Lundberg Philanthropic Trust's EIN (Employer Identification Number) is 52-6798969. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS June 24, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS May 5, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 22, 2024)
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