The Lundberg Family Foundation

Private foundation · Grantmaker Wilmington, DE EIN: 84-3586622

The Lundberg Family Foundation is a private foundation based in Wilmington, Delaware. Its 2025 filing lists grants to charitable organizations, including organizations involved in health care, education, and the arts.

Key facts about The Lundberg Family Foundation

In short: The Lundberg Family Foundation gave $112K across 22 grants in 2025 (avg $5K), mostly in Connecticut. 16% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
84-3586622
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$112,300
Grants made (2025)
22
Average grant
$5,105
Median grant
$500
New grantees (estimate)
16% first-time grantees (3 of 19, 2025)
Total assets
$1,561,466
Primary geography
Connecticut (85% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Full details ↓

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.6M

+7.1% YoY

Annual Giving

$112K

-38.9% YoY

Grant Count

22

-37.1% YoY

Avg Grant Size

$5K

-2.8% YoY

Under IRS private-foundation payout rules, The Lundberg Family Foundation reported a distributable amount of $99K for 2025 — the minimum it must pay out in qualifying distributions.

Is The Lundberg Family Foundation open to new grantees?

16%

first-time grantees, 2025

In 2025, 3 of 19 grantees (16%) were first-time recipients. First grants averaged $2K; repeat grants $7K. How we count

Medians: $350 first-time, $500 repeat.

  • 74% of 2025 grantees were also funded in 2024. Method
  • Giving grew 30% from 2022 to 2025. Method
  • In 2025 it paid out 129% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is available in the supplied information. Its grants include support for Silver Hill Hospital, whose stated mission is to reduce suffering from mental illness and addiction; Fairfield University, which describes its work as providing secondary, undergraduate, and graduate education; and the Yale University Art Gallery Patrons program.

Grantmaking

In filing year 2025, the foundation reported 22 grants totaling $112,300. The median grant was $500, with individual grants ranging from $100 to $40,000. Listed recipients included Silver Hill Hospital ($40,000 in two grants, for its Education Institute fund), MOCA CT ($5,000 for a charitable event), Yale University ($5,000 for the Yale University Art Gallery Patrons program), and Fairfield University ($3,500 for its Quick Center’s Arts for All Program). Other listed grants included $3,500 to Shatterproof for general and unrestricted support and $3,000 to HealthNetwork Foundation for general and unrestricted support.

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Geographic Focus

Where this funder awards grants

In 2025, 85% of grant dollars went to recipients in Connecticut, 8% to Florida, 4% to New York, and 3% to Ohio. Rhode Island accounted for 0%.

Grant Distribution by State

14states

Share of all 22 itemized 2025 grant dollars.

Cities

New YorkWestportFairfieldNew HavenNew CanaanBridgeportChicagoPalm BCH GDNSStamfordJupiterNewtownPomonaProvidenceEast HartfordNorwalkBloomfieldBridgtonManchesterPeekskillBoston

Giving Over Time

Total grant dollars and number of grants per year

$0$50K$100K$150K$200K31 grants202024 grants202127 grants202234 grants202335 grants202422 grants2025

From 2020 to 2025, annual grant giving ranged from $75K (2021) to $184K (2024). In 2025 it made 22 grants totaling $112K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Silver Hill Hospital Inc: $80K across 2 grantsSilver Hill Hospital Inc$80K · 2 grantsFrenchmans Creek Charities Foundation Inc: $7K across 2 grantsFrenchmans Creek CharitiesFoundation Inc$7K · 2 grantsMoca CT Inc: $5KMoca CT Inc$5KYale University: $5KYale University$5KFairfield University: $4KFairfield University$4KShatterproof a Nonprofit Corp: $4KShatterproof a Nonprofit Corp$4KHealthnetwork Foundation: $3KHealthnetwork Foundation$3KJupiter Medical Center Foundation Inc: $3KJupiter Medical CenterFoundation Inc$3KConnecticut Womens Hall of Fame Inc: $500 across 2 grantsConnecticut Womens Hall ofFame Inc$500 · 2 grantsCultural Alliance of Fairfield County Inc: $500Cultural Alliance of FairfieldCounty Inc$500

The largest 2025 recipient was Silver Hill Hospital Inc ($80K across 2 grants). Together the top 10 received $110K.

Grant Size Distribution

142 grants across all recorded years

142<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 142 grants of 142 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Silver Hill Hospital Inc New Canaan, CTSilver Hill Education Institute fund$40,000
Silver Hill Hospital Inc New Canaan, CTSilver Hill Education Institute fund$40,000
Moca CT Inc Westport, CTCharitable Event$5,000
Yale University New Haven, CTYale University Art Gallery Patrons program$5,000
Frenchmans Creek Charities Foundation Inc Palm BCH GDNS, FLCharitable Event$4,600
Fairfield University Fairfield, CTQuick Center's Arts for All Program$3,500
Shatterproof a Nonprofit Corp New York, NYGeneral & Unrestricted$3,500
Healthnetwork Foundation Pepper Pike, OHGeneral & Unrestricted$3,000
Jupiter Medical Center Foundation Inc Jupiter, FLCharitable Event$2,500
Frenchmans Creek Charities Foundation Inc Palm BCH GDNS, FLCharitable Event$2,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grant sum Grant count
2025 $1,561,466 $265,346 $162,198 $112,300 22
2024 $1,458,218 $231,241 $238,299 $183,825 35
2023 $1,465,276 $117,179 $180,954 $131,100 34

The foundation files Form 990-PF.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$100K$200K$300K$400K202020212022202320242025
Metric202520242023
Total Assets$1,561,466$1,458,218$1,465,276
Revenue$265,346$231,241$117,179
Expenses$162,198$238,299$180,954
Qualifying Distributions$128,531$199,759$144,270
Net Investment Income$267,870$238,685$131,639
Distributable Amount$99,363$95,994$88,654

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Lance Lundberg as director, president, secretary, and treasurer.

The Lundberg Family Foundation is led by Lance Lundberg, Director, President, Secretary & Treasurer on every filing since 2020 — the only officer listed, and uncompensated.

Officers on the 2025 filing

  • Lance Lundberg

    Director, President, Secretary & Treasurer

    On filings since 2020

    2 hrs/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377
Phone: (800) 839-1754

Frequently asked questions about The Lundberg Family Foundation

How much does The Lundberg Family Foundation give each year?

The Lundberg Family Foundation gave $112K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $184K across 35 grants.

What is The Lundberg Family Foundation's typical grant size?

The Lundberg Family Foundation's median grant in 2025 was $500, and its average grant was $5,105, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from The Lundberg Family Foundation that year got $2K on average.

Where does The Lundberg Family Foundation give grants?

The Lundberg Family Foundation gives mostly in Connecticut: 85% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Florida (8%). The most frequent recipient cities were New York, NY (4 grants), New Haven, CT (3 grants), New Canaan, CT (2 grants) and Palm BCH GDNS, FL (2 grants).

Does The Lundberg Family Foundation give general operating support?

Yes: 45% of The Lundberg Family Foundation's 2025 grants with a stated purpose (10 of 22) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Charitable Event" (6 grants).

Who are The Lundberg Family Foundation's largest grantees?

The Lundberg Family Foundation's largest 2025 grantees include Silver Hill Hospital Inc ($80,000 across 2 grants), Frenchmans Creek Charities Foundation Inc ($6,600 across 2 grants) and Moca CT Inc ($5,000), according to its 2025 IRS Form 990-PF. Together they received 82% of its itemized 2025 grant dollars.

How large is The Lundberg Family Foundation?

The Lundberg Family Foundation reported $1.6M in total assets on its 2025 IRS Form 990-PF. It paid out $129K in qualifying distributions that year, against a required minimum of $99K (roughly 5% of its investment assets).

What does The Lundberg Family Foundation fund?

No mission statement for the foundation is available in the supplied information. See mission & focus areas ↑

How do I apply for a grant from The Lundberg Family Foundation?

The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

What is The Lundberg Family Foundation's EIN?

The Lundberg Family Foundation's EIN (Employer Identification Number) is 84-3586622. IRS Form 990 filing data is available on this page for 2020–2025.

Does The Lundberg Family Foundation accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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