James W Lundberg Philanthropic Trust
EIN 526798969About
Dear IRS This submission responds to IRS Ltr 2697C refer to 0422604607 with printed date June 11, 2025 that we received on June 23, 2025. So this response and electronic filing is being done the day after receipt of the IRS letter. Our reasonable cause explanation for paper/mail filing is that the CPA firm which had prepared our 990PF in prior years terminated its service to us and other area clients and moved out of the area. I am a senior citizen and did not know how to complete the electronic filing while dealing with difficult family issues. After receiving the letter returning our filing, I was able to gain meaningful guidance on how to complete the electronic filing. Going forward, we will abide by the electronic filing process. We respectfully request your understanding and forebearance so we can devote this trusts resources to public support through charitable granting. If you require additional information, kindly contact me at timesqlawbloomington.com or 309/828-7600. Thank you for your consideration.
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2018 | $63K | $1.8M | $959K | 19 |
| 2020 | $77K | $2.8M | $145K | 15 |
| 2022 | $48K | $2.5M | $157K | 7 |
| 2023 | $46K | $2.4M | $152K | 7 |
| 2024 | $50K | $3.3M | $240K | 7 |
Grant Size Distribution
Based on 55 grants on record
Geographic Distribution
Officers & Directors
Grants Awarded (55 total)
| Purpose | ||||
|---|---|---|---|---|
| National Center for Transgender Equality | Washington, DC | $15,000 | support qualified programs | 2024 |
| National Center for Transgender Equality | Washington, DC | $12,000 | support qualified programs | 2023 |
| The Sentencing Project | Washington, DC | $12,000 | support qualified programs | 2023 |
| The Sentencing Project | Washington, DC | $12,000 | support qualified programs | 2024 |
| Equal Justice Institute | Montgomery, AL | $10,000 | SUPPORT QUALIFIED PROGRAM | 2022 |
| National Center for Transgender | Washington, DC | $10,000 | SUPPORT QUALIFIED PROGRAM | 2022 |
| The Sentencing Project | Washington, DC | $10,000 | SUPPORT QUALIFIED PROGRAM | 2022 |
| Equal Justice Institute | Montgomery, AL | $8,500 | support qualified programs | 2024 |
| Equal Justice Institute | Montgomery, AL | $8,000 | support qualified programs | 2023 |
| National Center for Transgender Equ | Washington, DC | $7,000 | Support Qualified Program | 2020 |
| Equal Justice Institute | Montgomery, AL | $7,000 | Support Qualified Program | 2020 |
| Innocence Project | New York, NY | $7,000 | Support Qualified Program | 2020 |
| The Sentencing Project | Washington, DC | $7,000 | Support Qualified Program | 2020 |
| Equal Justice Institute | Montgomery, AL | $7,000 | Support Qualified Program | 2020 |
| National Center for Transgender Equ | Washington, DC | $7,000 | Support Qualified Program | 2020 |
| Innocence Project | New York, NY | $7,000 | Support Qualified Program | 2020 |
| The Sentencing Project | Washington, DC | $7,000 | Support Qualified Program | 2020 |
| Innocence Project | New York, NY | $7,000 | support qualified programs | 2024 |
| Doctors Without Borders | New York, NY | $7,000 | SUPPORT QUALIFIED PROGRAM | 2022 |
| Innocence Project | New York, NY | $7,000 | SUPPORT QUALIFIED PROGRAM | 2022 |
| National Coalition Against Censorsh | New York, NY | $5,000 | Support Qualified Program | 2020 |
| Innocence Project | New York, NY | $5,000 | support qualified programs | 2023 |
| National Coalition Against Censorship | New York, NY | $5,000 | support qualified programs | 2023 |
| Doctors Without Borders | New York, NY | $5,000 | Support Qualified Program | 2018 |
| Southern Poverty Law Center | Montgomery, AL | $5,000 | Support Qualified Program | 2018 |