Lindberg Unitrust FBO Salvation Army

Private foundation · Grantmaker Tampa, FL EIN: 39-6768713

Lindberg Unitrust FBO Salvation Army is a private foundation, based in Tampa, FL. IRS filing data is available from 2023 through 2025. As of 2025, the organization holds $646K in total assets. In 2025, it awarded 1 grant totaling $41K. Net investment income was $60K.

Key facts about Lindberg Unitrust FBO Salvation Army

In short: Lindberg Unitrust FBO Salvation Army gave $41K across 1 grant in 2025 (avg $41K), mostly in Nebraska. Source: 2025 IRS Form 990-PF.

EIN
39-6768713
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$40,913
Grants made (2025)
1
Average grant
$40,913
Median grant
$40,913
Total assets
$645,972
Primary geography
Nebraska (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$646K

+1.9% YoY

Annual Giving

$41K

+3.2% YoY

Grant Count

1

+0.0% YoY

Avg Grant Size

$41K

+3.2% YoY

Under IRS private-foundation payout rules, Lindberg Unitrust FBO Salvation Army reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.

How Lindberg Unitrust FBO Salvation Army gives

  • In 2025 it paid out 114% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of the 2025 grant dollars on its one itemized grant.

States

Cities

Omaha

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K1 grant2023 1 grant2024 1 grant2025

From 2023 to 2025, annual grant giving ranged from $37K (2023) to $41K (2025). In 2025 it made 1 grant totaling $41K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top recipient in 2025

The Salvation Army: $41KThe Salvation Army$41K

The largest 2025 recipient was The Salvation Army ($41K).

Grant Size Distribution

3 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 3 grants of 3 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
The Salvation Army Omaha, NECharitable Contribution$40,913

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K2023 2024 2025
Metric202520242023
Total Assets$645,972$633,824$646,260
Revenue$66,105$38,967$31,253
Expenses$53,801$51,291$45,302
Qualifying Distributions$46,942$45,095$40,902
Net Investment Income$59,596$33,144$26,853
Distributable Amount$41,324$39,980$37,354

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 13, 2024)
  2. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 16, 2025)
  3. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  4. IRS filings on file for fiscal years 2023–2024

Leadership & Key People

Officers and directors from IRS filings

Lindberg Unitrust FBO Salvation Army's only listed officer is Members Trust Company, Trustee on every filing since 2023 (compensated).

Officers on the 2025 filing

  • Members Trust Company

    Trustee

    On filings since 2023

    2 hrs/week

    $7K (2023) → $11K (2025)

Data from IRS Form 990 filings, 2023–2025. "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

Members Trust Company — Trustee: $11KMembers Trust CompanyTrustee$11K

The highest reported compensation on the 2025 filing was $11K, to Members Trust Company (Trustee).

Frequently asked questions about Lindberg Unitrust FBO Salvation Army

How much does Lindberg Unitrust FBO Salvation Army give each year?

Lindberg Unitrust FBO Salvation Army gave $41K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $40K across 1 grant.

How large is Lindberg Unitrust FBO Salvation Army?

Lindberg Unitrust FBO Salvation Army reported $646K in total assets on its 2025 IRS Form 990-PF. It paid out $47K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets).

Where does Lindberg Unitrust FBO Salvation Army operate?

Lindberg Unitrust FBO Salvation Army has awarded grants in Nebraska.

What is Lindberg Unitrust FBO Salvation Army's EIN?

Lindberg Unitrust FBO Salvation Army's EIN (Employer Identification Number) is 39-6768713. IRS Form 990 filing data is available on this page for 2023–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings.

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