Roger and Jeanne Lundberg Foundation Inc

NORTHVILLE, MI EIN: 14-2010899

Roger and Jeanne Lundberg Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTHVILLE, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $122K in total assets. In 2024, it awarded 11 grants totaling $8K. Net investment income was $12K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$122K

+18.5% YoY

Annual Giving

$8K

+7.0% YoY

Grant Count

11

-15.4% YoY

Avg Grant Size

$695.727

+26.4% YoY

Under IRS private-foundation payout rules, Roger and Jeanne Lundberg Foundation Inc reported a distributable amount of $5K for 2024 — the minimum it must pay out in qualifying distributions.

About Roger and Jeanne Lundberg Foundation Inc

Based on IRS filings

Roger and Jeanne Lundberg Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTHVILLE, MI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $122K in total assets. In 2024, it awarded 11 grants totaling $8K. Net investment income was $12K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

10states
+2 more states

Cities

Ann ArborBirminghamChicagoDetroitEaganFarmington HillsGrosse Pointe WoodsHillsdaleJacksonvilleNorthvillePhoenixSherman OaksShermans OaksSt Clair ShoresSt LouisStaten IslandWashingtonWashington DcYpsilanti

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$16K$33K$49K$65K20202021202220232024
Metric202420232022
Total Assets$121,591$102,639$97,973
Revenue$40,397$14,173$8,089
Expenses$25,399$9,695$11,527
Qualifying Distributions$7,653$7,209$9,656
Net Investment Income$11,630$1,579$6,107
Distributable Amount$5,079$4,812$3,146

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$10K$15K$20K8 grants20209 grants202111 grants202213 grants202311 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

Northville Ed Foundation$2KHillsdale College$1KThe Heritage Foundation$1KNTFFCHARITYFUND$550Northville Historical So…$550Wounded Warriors$500International Fellowship…$500University of DetroitJes…$500Kirk Gibson Foundation f…$500Cato Institute$500

Grant Size Distribution

52 grants across all recorded years

52<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Northville Ed Foundation ($1,553), Hillsdale College ($1,000), The Heritage Foundation ($1,000).

RecipientPurposeAmount
Hillsdale College Hillsdale, MIContribution Provided$1,000
Northville Ed Foundation Northville, MIContribution Provided$1,553
The Heritage Foundation Washington DC, DCContribution Provided$1,000
NTFFCHARITYFUND Northville, MIContribution Provided$550
Wounded Warriors Jacksonville, FLSupport Injured Veterans$500
International Fellowship of Christians and Jews Washington DC, DCSupport for Jews and Christians of Israel$500
University of DetroitJesuit Detroit, MIGrant provided to support Community Work$500
Kirk Gibson Foundation for Parkinsons Birmingham, MIGrant provided for Support of Parkinsons patients$500
Cato Institute Washington DC, DCGrant provided to support Educational Foundation$500
Tunnels To Towers Staten Island, NYGrant provided to Support Veterans$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
Jeffrey LundbergDirector0.1
James LundbergDirector0.1
Roger LundbergPresident5
Jeanne LundbergSecretary0.5

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Roger and Jeanne Lundberg Foundation Inc?

Roger and Jeanne Lundberg Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NORTHVILLE, MI. It holds $122K in total assets as of 2024.

How large is Roger and Jeanne Lundberg Foundation Inc?

As of 2024, Roger and Jeanne Lundberg Foundation Inc holds $122K in total assets with $40K in annual revenue. It awarded 11 grants totaling $8K in 2024.

Where does Roger and Jeanne Lundberg Foundation Inc operate?

Roger and Jeanne Lundberg Foundation Inc has awarded grants in Arizona, California, District of Columbia, Florida, Illinois, Maryland, Michigan, Minnesota, Missouri, New York.

What size grants does Roger and Jeanne Lundberg Foundation Inc award?

In 2024, Roger and Jeanne Lundberg Foundation Inc awarded 11 grants totaling $8K — an average of about $695.727 per grant, based on its IRS Form 990 filings.

How much is Roger and Jeanne Lundberg Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Roger and Jeanne Lundberg Foundation Inc reported a distributable amount of $5K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Roger and Jeanne Lundberg Foundation Inc's EIN?

Roger and Jeanne Lundberg Foundation Inc's EIN (Employer Identification Number) is 14-2010899. 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.

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