Lund-Dahlberg Charitable Foundation Trust
Lund-Dahlberg Charitable Foundation Trust is a private foundation, based in Madison, WI. IRS filing data is available from 2020 through 2023. In 2023, it awarded 5 grants totaling $144K. Net investment income was $7K.
Lund-Dahlberg Charitable Foundation Trust at a glance
In short: Lund-Dahlberg Charitable Foundation Trust gave $144K across 5 grants in 2023 (avg $29K), mostly in Florida. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $144,380
- +14338.0% vs 2022
- Grants made (2023)
- 5
- +400.0% vs 2022
- Average grant
- $28,876
- +2787.6% vs 2022
- Median grant
- $2,000
- Primary geography
- Florida (94% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who Lund-Dahlberg Charitable Foundation Trust funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2023
The largest 2023 recipient was Schwab Charitable ($136K). Together the top 5 received $144K.
Grant Size Distribution
16 grants across all recorded years
The most common grant size was under $50K: 15 grants of 16 (94%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 5 itemized grants.
Cities
How Lund-Dahlberg Charitable Foundation Trust gives
- Giving grew 2817% from 2020 to 2023. Method
- In 2023 it paid out well above 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 2023, annual grant giving ranged from $1K (2022) to $144K (2023). In 2023 it made 5 grants totaling $144K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Schwab Charitable Orlando, FL | Terminating Contribution to Donor Advised Fund | $135,780 |
| Bach Dancing & Dynamite Society of Wisconsin Madison, WI | General Charitable Purposes | $4,000 |
| Doctors Without Borders New York, NY | General Charitable Purposes | $2,000 |
| USA for Unhcr Washington, DC | General Charitable Purposes | $2,000 |
| Madison Community Foundation Madison, WI | General Charitable Purposes | $600 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $16,102 | $155,270 | $144,380 | 5 | $145,402 | $6,900 | $6,412 |
| 2022 | $45,110 | $3,543 | $1,688 | $1,000 | 1 | $1,060 | $3,003 | $6,526 |
| 2021 | $43,255 | $6,368 | $6,392 | $5,750 | 6 | $575 | $6,301 | — |
| 2020 | $43,279 | $4,890 | $5,560 | $4,950 | 4 | — | $4,820 | — |
Under IRS private-foundation payout rules, Lund-Dahlberg Charitable Foundation Trust reported a distributable amount of $6K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lund-Dahlberg Charitable Foundation Trust's 2023 filing lists 2 officers; none of the 2 officers listed in 2023 report compensation.
Officers on the 2023 filing
Elsebet Lund
Trustee
None → Trustee, 2022
On filings since 2020
0.5 hrs/week
No compensation reported
James Dalhberg
Trustee
On filings since 2022
0.5 hrs/week
No compensation reported
Former officers (1)
- Former: James Dahlberg (2020–2021) — None
Data from IRS Form 990 filings, 2020–2023. "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 Lund-Dahlberg Charitable Foundation Trust
How much does Lund-Dahlberg Charitable Foundation Trust give each year?
Lund-Dahlberg Charitable Foundation Trust gave $144K across 5 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $1K across 1 grant.
What is Lund-Dahlberg Charitable Foundation Trust's typical grant size?
Lund-Dahlberg Charitable Foundation Trust's median grant in 2023 was $2,000, and its average grant was $28,876, across 5 grants on its 2023 IRS Form 990-PF.
Where does Lund-Dahlberg Charitable Foundation Trust give grants?
Lund-Dahlberg Charitable Foundation Trust gives mostly in Florida: 94% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Madison, WI (2 grants).
Does Lund-Dahlberg Charitable Foundation Trust give general operating support?
Yes: 80% of Lund-Dahlberg Charitable Foundation Trust's 2023 grants with a stated purpose (4 of 5) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are Lund-Dahlberg Charitable Foundation Trust's largest grantees?
Lund-Dahlberg Charitable Foundation Trust's largest 2023 grantees include Schwab Charitable ($135,780), Bach Dancing & Dynamite Society of Wisconsin ($4,000) and Doctors Without Borders ($2,000), according to its 2023 IRS Form 990-PF. Together they received 98% of its itemized 2023 grant dollars.
How much is Lund-Dahlberg Charitable Foundation Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, Lund-Dahlberg Charitable Foundation Trust reported a distributable amount of $6K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lund-Dahlberg Charitable Foundation Trust's EIN?
Lund-Dahlberg Charitable Foundation Trust's EIN (Employer Identification Number) is 39-6673842. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(5)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 2, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS December 23, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 17, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 2, 2024)
- IRS filings on file for fiscal years 2020–2023
Live grants for the work Lund-Dahlberg Charitable Foundation Trust funds
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