William O Lund Jr and Natalie C Lund
William O Lund Jr and Natalie C Lund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.8M in total assets. In 2024, it awarded 7 grants totaling $325K. Net investment income was $466K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$6.8M
+0.5% YoY
Annual Giving
$325K
-1.5% YoY
Grant Count
7
-12.5% YoY
Avg Grant Size
$46K
+12.6% YoY
Under IRS private-foundation payout rules, William O Lund Jr and Natalie C Lund reported a distributable amount of $400K for 2024 — the minimum it must pay out in qualifying distributions.
About William O Lund Jr and Natalie C Lund
Based on IRS filings
William O Lund Jr and Natalie C Lund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $6.8M in total assets. In 2024, it awarded 7 grants totaling $325K. Net investment income was $466K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $6,781,962 | $6,744,998 | $6,857,825 |
| Revenue | $542,137 | $400,559 | $1,606,216 |
| Expenses | $505,173 | $513,386 | $562,723 |
| Qualifying Distributions | $428,962 | $396,071 | $457,773 |
| Net Investment Income | $465,926 | $315,713 | $1,508,616 |
| Distributable Amount | $399,680 | $375,310 | $374,428 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2024
Grant Size Distribution
41 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Delta Waterfowl Foundation ($170,000), Mayo Clinic ($100,000), Minnesota Adult & Teen Challenge ($15,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLIANCE DEFENDING FREEDOM SCOTTSDALE, AZ | ADVOCATE RELIGIOUS FREEDOM | $10,000 |
| DELTA WATERFOWL FOUNDATION BISMARCK, ND | CONSERVE WATERFOWL | $170,000 |
| GUSTAVUS ADOLPHUS COLLEGE ST PETER, MN | EDUCATION | $10,000 |
| MAYO CLINIC ROCHESTER, MN | HEALTH CARE SERVICES | $100,000 |
| MINNESOTA ADULT & TEEN CHALLENGE MINNEAPOLIS, MN | ADDICTION SERVICES | $15,000 |
| RIDGEVIEW FOUNDATION WACONIA, MN | HOSPITAL CARE | $10,000 |
| SEMPER FI & AMERICA'S FUND OCEANSIDE, CA | VETERAN AND MILITARY FAMILY SUPPORT | $10,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GENE C OLSON | TRUSTEE | 15 | $60,000 |
| ANDREA S BRECKNER | TRUSTEE | 15 | $60,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is William O Lund Jr and Natalie C Lund?
William O Lund Jr and Natalie C Lund is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MINNEAPOLIS, MN. It holds $6.8M in total assets as of 2024.
How large is William O Lund Jr and Natalie C Lund?
As of 2024, William O Lund Jr and Natalie C Lund holds $6.8M in total assets with $542K in annual revenue. It awarded 7 grants totaling $325K in 2024.
Where does William O Lund Jr and Natalie C Lund operate?
William O Lund Jr and Natalie C Lund has awarded grants in Arizona, California, Minnesota, North Dakota, New York, Tennessee, Virginia.
What size grants does William O Lund Jr and Natalie C Lund award?
In 2024, William O Lund Jr and Natalie C Lund awarded 7 grants totaling $325K — an average of about $46K per grant, based on its IRS Form 990 filings.
How much is William O Lund Jr and Natalie C Lund required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, William O Lund Jr and Natalie C Lund reported a distributable amount of $400K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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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Data last updated April 2026. Sourced from IRS Form 990-PF filings.