Viola E Lundeberg Trust

Private foundation · Grantmaker River Falls, WI EIN: 39-6503917
Arts and culturePerforming artsMusic

Viola E Lundeberg Trust is a private foundation based in an individual recipient, Wisconsin. Its 2025 grants supported charitable organizations, with most grant dollars going to Wisconsin recipients.

Viola E Lundeberg Trust at a glance

In short: Viola E Lundeberg Trust gave $69K across 30 grants in 2025 (avg $2K), mostly in Wisconsin. 32% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$69,000
+19.0% vs 2024
Grants made (2025)
30
+25.0% vs 2024
Average grant
$2,300
-4.8% vs 2024
Median grant
$2,000
Total assets
$274,759
-11.6% vs 2024
New grantees (estimate)
32% first-time grantees (8 of 25, 2025)
Primary geography
Wisconsin (91% of itemized 2025 grant dollars)
Latest 990 filing
Form 990-PF, 2025 View filing

Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).

How to apply to Viola E Lundeberg Trust

Accepts unsolicited proposals
No
How to Apply

The trust makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.

Contact

Mailing address: C/O K Engel N6059 Cty Rd E, River Falls, WI 54022
Phone: (715) 821-5739

Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Who Viola E Lundeberg Trust funds

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Our Neighbors' Place: $16K across 4 grantsOur Neighbors' Place$16K · 4 grantsPrescott Food Pantry: $6K across 2 grantsPrescott Food Pantry$6K · 2 grantsRiver Falls Food Pantry: $4KRiver Falls Food Pantry$4KRF Sunshine Fund: $4KRF Sunshine Fund$4KBasics for Local Kids: $3KBasics for Local Kids$3KTools for School: $3KTools for School$3KRhino's Foundation: $3KRhino's Foundation$3KHalos of the St Croix Valley: $3KHalos of the St Croix Valley$3KAdoray Hospice: $2KAdoray Hospice$2KFree Clinic of Piercest Croix: $2KFree Clinic of Piercest Croix$2K

The largest 2025 recipient was Our Neighbors' Place ($16K across 4 grants). Together the top 10 received $44K.

Organizations only. It also paid 2 grants to individuals ($3,900), which are not listed by name.

Grant Size Distribution

131 grants across all recorded years

131<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 131 grants of 131 (100%).

Geographic Focus

Where this funder awards grants

In 2025, 91% of grant dollars went to Wisconsin recipients. The remaining shares went to Minnesota (3%), Florida (3%), Arizona (2%), and Iowa (1%).

Grant Distribution by State

5states

Share of 2025 grant dollars across all 30 itemized grants.

Cities

River FallsBaldwinPrescottEau ClaireEllsworthNew RichmondPunta GordaGlenwood CityHaywardMinneapolisPhoenixSt Paul ParkWinterset

Is Viola E Lundeberg Trust open to new grantees?

32%

first-time grantees, 2025

In 2025, 8 of 25 grantees (32%) were first-time recipients. First grants averaged $1K; repeat grants $3K. How we count

Medians: $1K first-time, $2K repeat.

  • 68% of 2025 grantees were also funded in 2024. Method
  • Giving grew 38% from 2022 to 2025. Method
  • In 2025 it paid out 193% 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.

Giving History

Giving Over Time

Total grant dollars and number of grants per year

$0$20K$40K$60K$80K20 grants2020 22 grants2021 27 grants2022 28 grants2023 24 grants2024 30 grants2025

From 2020 to 2025, annual grant giving ranged from $35K (2020) to $69K (2025). In 2025 it made 30 grants totaling $69K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Our Neighbors' Place River Falls, WIFood and Housing$5,000
River Falls Food Pantry River Falls, WIFood Assistance$4,000
Our Neighbors' Place River Falls, WIBackpack Program$3,500
Our Neighbors Place River Falls, WICapital Campaignfood Shelter and Housing$3,500
RF Sunshine Fund River Falls, WITutoring Program$3,500
Our Neighbors Place River Falls, WIHelping Hands Fundjobs and Housing Support$3,500
Prescott Food Pantry Prescott, WIFood Assistance$3,000
Prescott Food Pantry Prescott, WISchool Supplies$3,000
Basics for Local Kids Ellsworth, WICoats for Kids$3,000
Tools for School River Falls, WISchool Supplies$3,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$274,759$44,403$80,497$69,00030$69,000$44,403$35,832
2024$310,855$25,076$69,434$58,00024$58,000$25,076$30,590
2023$355,214$19,151$71,986$60,50028$60,500$19,151$34,938
2022$409,174$23,086$61,499$50,00027$50,000$23,086$37,747
2021$447,520$22,209$51,478$40,00022$40,000$22,209$39,331
2020$476,853$22,994$47,569$35,00020—$22,994$37,800

Under IRS private-foundation payout rules, Viola E Lundeberg Trust reported a distributable amount of $36K for 2025 — the minimum it must pay out in qualifying distributions.

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

Mission & Focus Areas

No mission statement for the trust is provided. Its 2025 grants show support for organizations working in areas including food assistance, housing and shelter, education-related programs, and cancer support.

Among its grantees, Our Neighbors Place Inc. describes its mission as providing emergency services, homeless shelter, and food to people in need. Rhinos Foundation Inc. says it supports cancer patients and their families with medical treatment and funds cancer research. Halos of the St Croix Valley Inc. describes its work as providing financial or emotional support to families experiencing child loss.

Grantmaking

In 2025, the trust awarded $69,000 through 30 grants. Grants ranged from $500 to $5,000, with a median award of $2,000. Recent annual giving totals were $58,000 across 24 grants in 2024 and $60,500 across 28 grants in 2023.

Notable 2025 awards included $5,000 to Our Neighbors' Place for food and housing, $4,000 to an individual recipient Food Pantry for food assistance, and $3,500 to RF Sunshine Fund for a tutoring program. Other listed awards included $3,000 each to Prescott Food Pantry for food assistance and school supplies, Basics for Local Kids for coats for kids, and Tools for School for school supplies. An individual recipient received $2,500 for scholarships, and Rhino's Foundation received $2,500 for cancer support.

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Karen Engel as trustee and Michael O'Keefe and Susan Swenson as board members.

Viola E Lundeberg Trust's 2025 filing lists 3 officers; all 3 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Karen Engel

    Trustee

    On filings since 2020

    3 hrs/week

    $5K (2020) → $5K (2025)

  • Susan Swenson

    Board Member

    On filings since 2020

    0.5 hrs/week

    $3K (2020) → $3K (2025)

  • Michael O'Keefe

    Board Member

    New on the 2025 filing

    0.5 hrs/week

    $3K (2025)

Former officers (1)
  • Former: Jeffrey Dusek (2020–2024) — Board Member

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.

Compensation Overview

From 2025 IRS filing

Karen Engel — Trustee: $5KKaren EngelTrustee$5KMichael O'Keefe — Board Member: $3KMichael O'KeefeBoard Member$3KSusan Swenson — Board Member: $3KSusan SwensonBoard Member$3K

The highest reported compensation on the 2025 filing was $5K, to Karen Engel (Trustee). 3 officers or directors reported compensation on that filing.

Frequently asked questions about Viola E Lundeberg Trust

How much does Viola E Lundeberg Trust give each year?

Viola E Lundeberg Trust gave $69K across 30 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $58K across 24 grants.

What is Viola E Lundeberg Trust's typical grant size?

Viola E Lundeberg Trust's median grant in 2025 was $2,000, and its average grant was $2,300, across 30 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Viola E Lundeberg Trust that year got $1K on average.

Where does Viola E Lundeberg Trust give grants?

Viola E Lundeberg Trust gives mostly in Wisconsin: 91% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were River Falls, WI (14 grants), Prescott, WI (2 grants) and Baldwin, WI (2 grants).

Does Viola E Lundeberg Trust give general operating support?

Not in 2025: none of the 30 grants with a stated purpose on Viola E Lundeberg Trust's 2025 IRS Form 990-PF were described as general or operating support.

Who are Viola E Lundeberg Trust's largest grantees?

Viola E Lundeberg Trust's largest 2025 grantees include Our Neighbors' Place ($15,500 across 4 grants), Prescott Food Pantry ($6,000 across 2 grants) and River Falls Food Pantry ($4,000), according to its 2025 IRS Form 990-PF. It also paid 2 grants to individuals ($3,900), which are not listed by name. Together they received 37% of its itemized 2025 grant dollars.

How large is Viola E Lundeberg Trust?

Viola E Lundeberg Trust reported $275K in total assets on its 2025 IRS Form 990-PF. It paid out $69K in qualifying distributions that year, against a required minimum of $36K (roughly 5% of its investment assets).

What does Viola E Lundeberg Trust fund?

No mission statement for the trust is provided. Its 2025 grants show support for organizations working in areas including food assistance, housing and shelter, education-related programs, and cancer support. See mission & focus areas ↑

How do I apply for a grant from Viola E Lundeberg Trust?

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

What is Viola E Lundeberg Trust's EIN?

Viola E Lundeberg Trust's EIN (Employer Identification Number) is 39-6503917. IRS Form 990 filing data is available on this page for 2020–2025.

Does Viola E Lundeberg Trust 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.

Data update history

(7)

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS June 24, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 11, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS May 7, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
  6. Added Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
  7. IRS filings on file for fiscal years 2020–2024

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Cite this profile

Grantable. (2026). Viola E Lundeberg Trust funder profile. GrantGraph. Retrieved October 13, 2026, from https://grantable.co/funders/viola-e-lundeberg-trust-morg_3c27d256143e40e9bb695c2776a2461a

BibTeX
@misc{grantable_396503917_2026,
  author       = {{Grantable}},
  title        = {{Viola E Lundeberg Trust funder profile}},
  howpublished = {GrantGraph},
  year         = {2026},
  url          = {https://grantable.co/funders/viola-e-lundeberg-trust-morg_3c27d256143e40e9bb695c2776a2461a},
  note         = {Accessed 2026-10-13. Data licensed CC BY 4.0}
}

The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.

Figures come from Viola E Lundeberg Trust's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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