James W Lundberg Philanthropic Trust is a private foundation focused on Religion Related, based in BLOOMINGTON, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 7 grants totaling $50K. Net investment income was $217K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+13.4% YoY
Annual Giving
$50K
+7.6% YoY
Grant Count
7
+0.0% YoY
Avg Grant Size
$7K
+7.6% YoY
About James W Lundberg Philanthropic Trust
Based on IRS filings
James W Lundberg Philanthropic Trust is a private foundation focused on Religion Related, based in BLOOMINGTON, IL. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 7 grants totaling $50K. Net investment income was $217K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,845,899 | $2,510,126 | $2,448,330 |
| Revenue | $239,728 | $151,500 | $156,953 |
| Expenses | $134,886 | $137,286 | $140,806 |
| Qualifying Distributions | $112,184 | $111,856 | $114,578 |
| Net Investment Income | $217,026 | $126,070 | $116,827 |
| Distributable Amount | $106,796 | $102,935 | $104,308 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
37 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Marilyn K Waits | Trustee | 3 | $10,000 |
| G Timothy Leighton | Co-Trustee | 6 | $16,104 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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