Private Foundation

James W Lundberg Philanthropic Trust

James W Lundberg Philanthropic Trust, of BLOOMINGTON, IL, is a Private Foundation tracked in Imperigo's IRS 990 database. The 2025 filing shows $122K in revenue, $129K in expenses, $2.9M in total assets. IRS filings disclose 56 grants awarded by this foundation, totaling roughly $295K.

EIN: 526798969 BLOOMINGTON, IL Latest filing: 2025
Total Revenue$122K
Total Expenses$129K
Total Assets$2.9M
Grants Given56
Grant Total$295K
Filing Years2020–2025

Sample Grants Given

The Sentencing Project
Washington, DC · 2025
support qualified programs
$15,000
A4TE Education Fund
New York, NY · 2025
support qualified programs
$12,000
Innocence Project
New York, NY · 2025
support qualified programs
$7,000
National Coalition Against Censorship
New York, NY · 2025
support qualified programs
$7,000
Jimmy Carter Center
Atlanta, GA · 2025
support qualified programs
$3,000

Showing up to 5 of 56 total records — full history available with membership.

Officers & Directors

Co-Trustee G Timothy Leighton
Trustee Marilyn K Waits

Officer compensation and complete director data available with membership.

Top Grant Purposes

support qualified programs
$142,500 21 grants
Support Qualified Program
$104,500 28 grants
SUPPORT QUALIFIED PROGRAM
$48,000 7 grants

Financial Trends

Year Revenue Expenses Assets
2025 $122K $129K $2.9M
2024 $240K $135K $2.8M
2023 $152K $137K $2.5M
2022 $157K $141K $2.4M
2020 $145K $169K $2.1M

Between 2020 and 2025, reported annual revenue declined from $145K to $122K (-16%), with total assets most recently reported at $2.9M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in AL, CA, DC, GA, IL, NY.

ALCADCGAILNY

Full geographic grant map with state-by-state breakdown available with membership.

See the full picture for James W Lundberg Philanthropic Trust

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