William O Lund Jr and Natalie C Lund
William O Lund Jr and Natalie C Lund is a private foundation, based in Minneapolis, MN. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $6.6M in total assets. In 2025, it awarded 6 grants totaling $300K. Net investment income was $200K.
William O Lund Jr and Natalie C Lund at a glance
In short: William O Lund Jr and Natalie C Lund gave $300K across 6 grants in 2025 (avg $50K), mostly in North Dakota. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $300,000
- -7.7% vs 2024
- Grants made (2025)
- 6
- -14.3% vs 2024
- Average grant
- $50,000
- +7.7% vs 2024
- Median grant
- $15,000
- Total assets
- $6,576,393
- -3.0% vs 2024
- Primary geography
- North Dakota (57% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who William O Lund Jr and Natalie C Lund funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Delta Waterfowl Foundation ($170K). Together the top 6 received $300K.
Grant Size Distribution
41 grants across all recorded years
The most common grant size was under $50K: 30 grants of 41 (73%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 6 itemized grants.
Cities
How William O Lund Jr and Natalie C Lund gives
- Giving fell 23% from 2022 to 2025. Method
- In 2025 it paid out 95% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2025, annual grant giving ranged from $300K (2025) to $390K (2022). In 2025 it made 6 grants totaling $300K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Delta Waterfowl Foundation Bismarck, ND | Conserve Waterfowl | $170,000 |
| Mayo Clinic Rochester, MN | Health Care Services | $80,000 |
| Minnesota Adult & Teen Challenge Minneapolis, MN | Addiction Services | $15,000 |
| Minnesota Assistance Council for Veterans Saint Paul, MN | Veteran Housing Services | $15,000 |
| Alliance Defending Freedom Scottsdale, AZ | Advocate Religious Freedom | $10,000 |
| Second Harvest Heartland Brooklyn Park, MN | Hunger-Relief Services | $10,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $6,576,393 | $283,405 | $488,974 | $300,000 | 6 | $404,356 | $200,487 | $423,490 |
| 2024 | $6,781,962 | $542,137 | $505,173 | $325,000 | 7 | $428,962 | $465,926 | $399,680 |
| 2023 | $6,744,998 | $400,559 | $513,386 | $330,000 | 8 | $396,071 | $315,713 | $375,310 |
| 2022 | $6,857,825 | $1,606,216 | $562,723 | $390,000 | 10 | $457,773 | $1,508,616 | $374,428 |
| 2021 | $5,814,332 | $545,251 | $490,331 | $345,000 | 10 | $407,283 | $462,724 | $445,227 |
| 2020 | $5,758,945 | $257,806 | $467,174 | $305,000 | 6 | — | $131,140 | $372,672 |
Under IRS private-foundation payout rules, William O Lund Jr and Natalie C Lund reported a distributable amount of $423K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
William O Lund Jr and Natalie C Lund's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
Gene C. Olson
Trustee
On filings since 2020
15 hrs/week
$50K (2020) → $60K (2025)
Andrea S. Breckner
Trustee
On filings since 2024
15 hrs/week
$60K (2024) → $60K (2025)
Former officers (1)
- Former: Union Bank Trust (2020–2023) — Trustee · Filing note: Thru 10/2023
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
The highest reported compensation on the 2025 filing was $60K, to Gene C Olson (Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about William O Lund Jr and Natalie C Lund
How much does William O Lund Jr and Natalie C Lund give each year?
William O Lund Jr and Natalie C Lund gave $300K across 6 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $325K across 7 grants.
What is William O Lund Jr and Natalie C Lund's typical grant size?
William O Lund Jr and Natalie C Lund's median grant in 2025 was $15,000, and its average grant was $50,000, across 6 grants on its 2025 IRS Form 990-PF.
Where does William O Lund Jr and Natalie C Lund give grants?
William O Lund Jr and Natalie C Lund gives mostly in North Dakota: 57% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (40%).
Does William O Lund Jr and Natalie C Lund give general operating support?
Not in 2025: none of the 6 grants with a stated purpose on William O Lund Jr and Natalie C Lund's 2025 IRS Form 990-PF were described as general or operating support.
Who are William O Lund Jr and Natalie C Lund's largest grantees?
William O Lund Jr and Natalie C Lund's largest 2025 grantees include Delta Waterfowl Foundation ($170,000), Mayo Clinic ($80,000) and Minnesota Adult & Teen Challenge ($15,000), according to its 2025 IRS Form 990-PF. Together they received 88% of its itemized 2025 grant dollars.
How large is William O Lund Jr and Natalie C Lund?
William O Lund Jr and Natalie C Lund reported $6.6M in total assets on its 2025 IRS Form 990-PF. It paid out $404K in qualifying distributions that year, against a required minimum of $423K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is William O Lund Jr and Natalie C Lund's EIN?
William O Lund Jr and Natalie C Lund's EIN (Employer Identification Number) is 20-2539936. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS August 3, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 19, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 13, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 11, 2026)
- IRS filings on file for fiscal years 2020–2025
Live grants for the work William O Lund Jr and Natalie C Lund funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in William O Lund Jr and Natalie C Lund's focus areas in our free grants database
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