James W Lundberg Philanthropic Trust
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
Under IRS private-foundation payout rules, James W Lundberg Philanthropic Trust reported a distributable amount of $107K for 2024 — the minimum it must pay out in qualifying distributions.
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
Among its reported 2024 grants, the largest include National Center for Transgender Equality ($15,000), The Sentencing Project ($12,000), Equal Justice Institute ($8,500).
| Recipient | Purpose | Amount |
|---|---|---|
| Equal Justice Institute Montgomery, AL | support qualified programs | $8,500 |
| Habitat for Humanity McLean County Illinois Bloomington, IL | support qualified programs | $1,000 |
| Innocence Project New York, NY | support qualified programs | $7,000 |
| Jimmy Carter Center Atlanta, GA | support qualified programs | $3,000 |
| National Center for Transgender Equality Washington, DC | support qualified programs | $15,000 |
| National Coalition Against Censorship New York, NY | support qualified programs | $3,000 |
| The Sentencing Project Washington, DC | support qualified programs | $12,000 |
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
Frequently Asked Questions
What is James W Lundberg Philanthropic Trust?
James W Lundberg Philanthropic Trust is a private foundation focused on Religion Related, based in BLOOMINGTON, IL. It holds $2.8M in total assets as of 2024.
How large is James W Lundberg Philanthropic Trust?
As of 2024, James W Lundberg Philanthropic Trust holds $2.8M in total assets with $240K in annual revenue. It awarded 7 grants totaling $50K in 2024.
Where does James W Lundberg Philanthropic Trust operate?
James W Lundberg Philanthropic Trust has awarded grants in Alabama, District of Columbia, Georgia, Illinois, New York.
What size grants does James W Lundberg Philanthropic Trust award?
In 2024, James W Lundberg Philanthropic Trust awarded 7 grants totaling $50K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is James W Lundberg Philanthropic Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, James W Lundberg Philanthropic Trust reported a distributable amount of $107K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.