The Lundberg Family Foundation
EIN 843586622 Private FoundationAbout
The Lundberg Family Foundation (EIN: 84-3586622) respectfully requests abatement of any penalties for late filing of Form 990-PF for taxable year ending December 31, 2020 because the delay was inadvertent, unintended, and due to reasonable causes. Treasury Regulations Section 301.6651-1(c)(1) defines reasonable cause by asking whether the taxpayer exercised ordinary business care and prudence. The Foundation exercised care and prudence in seeking a reputable firm knowledgeable about exempt organizations to prepare its Form 990-PF for tax period ending 12/31/2020. The Foundation's 2020 Form 990-PF short period initial return was timely filed on May 3, 2021. The return was originally mailed to the IRS, but was returned along with a notice instructing the Foundation to submit the return electronically. The Foundation's administrator advised the Foundation to submit the return for paper filing initially because at the time the return was filed, the administrator's tax software was unable to transmit short period initial returns via e-file. It wasn't until the Foundation received an IRS notice dated October 27, 2021, that the administrator became aware that the IRS now accepts short period initial returns via e-file and that the software's capability had been updated. The foundation's administrator is now submitting the return via e-file, and the delay in filing Form 990-PF for the taxable year ending 2020 is no fault or willful neglect of the foundation. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's actions were reasonable and in good faith. These administrative actions were in no way an intentional disregard of the IRS rules and therefore entitled to abatement of any penalty. The organization acted in good faith in complying with the filing deadline and in rectifying the situation as soon as it was known. Therefore, we again request that no penalty be assessed for late filing.
Focus Areas
Application Information
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2020 | $76K | $2.0M | $-64K | 31 |
| 2022 | $86K | $1.8M | $14K | 27 |
| 2023 | $131K | $2.0M | $117K | 34 |
| 2024 | $184K | $2.0M | $231K | 35 |
Grant Size Distribution
Based on 127 grants on record
Geographic Distribution
Officers & Directors
Grants Awarded (127 total)
| Purpose | ||||
|---|---|---|---|---|
| Silver Hill Hospital Inc | New Canaan, CT | $50,000 | support the customer service evaluation consulting | 2020 |
| Silver Hill Hospital Inc | New Canaan, CT | $40,000 | to be used toward the Education Initiative of the hospital | 2023 |
| Silver Hill Hospital Inc | New Canaan, CT | $40,000 | TO BE USED TOWARD THE EDUCATION INITIATIVE OF THE HOSPITAL | 2024 |
| CAL POLY Pomona Philanthropic Foundation | Pomona, CA | $35,000 | Lundberg Family Foundation Scholarship Fund | 2024 |
| CAL POLY Pomona Philanthropic Foundation | Pomona, CA | $30,000 | The President's Scholars: The Lundberg Family Foundation Scholarship Fund | 2022 |
| CAL POLY Pomona Philanthropic Foundation | Pomona, CA | $30,000 | THE PRESIDENT'S SCHOLARS: THE LUNDBERG FAMILY FOUNDATION SCHOLARSHIP FUND | 2023 |
| CAL POLY Pomona Philanthropic Foundation | Pomona, CA | $30,000 | The President's Scholars: The Lundberg Family Foundation Scholarship Fund | 2024 |
| The Conservative Synagogue Inc | Westport, CT | $20,000 | Lundberg Family Foundation fund | 2022 |
| The Conservative Synagogue Inc | Westport, CT | $20,000 | Lundberg Family Foundation Fund | 2023 |
| The Conservative Synagogue Inc | Westport, CT | $20,000 | Lundberg family Trust fund | 2024 |
| The Conservative Synagogue Inc | Westport, CT | $20,000 | LUNDBERG FAMILY FOUNDATION FUND | 2024 |
| MOCA Westport Inc | Westport, CT | $10,000 | Charitable Event | 2023 |
| Silver Hill Hospital Inc | New Canaan, CT | $10,000 | Annual Fund | 2023 |
| Silver Hill Hospital Inc | New Canaan, CT | $10,000 | Annual fund | 2024 |
| Yale University | New Haven, CT | $8,500 | Lundberg Family Fund | 2022 |
| Fairfield University | Fairfield, CT | $7,500 | Charitable Event | 2023 |
| Frenchmans Creek Charities Foundation Inc | Palm BCH GDNS, FL | $5,297 | Charity Week-End Musical Performance | 2022 |
| Suzuki Music School of Westport Inc | Westport, CT | $5,000 | General & Unrestricted | 2022 |
| Silver Hill Hospital Inc | New Canaan, CT | $5,000 | General & Unrestricted | 2020 |
| Westport Country Playhouse Inc | Westport, CT | $5,000 | General & Unrestricted | 2020 |
| Fairfield University | Fairfield, CT | $5,000 | Charitable Event | 2024 |
| MOCA Westport Inc | Westport, CT | $5,000 | Charitable Event | 2024 |
| Shatterproof A. Nonprofit Corp | New York, NY | $5,000 | General & Unrestricted | 2024 |
| The Conservative Synagogue Inc | Westport, CT | $3,800 | General & Unrestricted | 2020 |
| Frenchmans Creek Charities Foundation Inc | Palm BCH GDNS, FL | $2,600 | Charitable Event | 2024 |
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