AUMdb

James W Lundberg Philanthropic Trust

EIN 526798969 · 501(c)(3) · Private foundation · Bloomington, IL · recognized 1998

Assets
$3.3M
Revenue
$240K
Expenses
$135K
Investment income
$217K

Form 990 fiscal year ended 12/31/2024

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
G Timothy Leighton Co-trustee $16,104 $0
Marilyn K Waits Trustee $10,000 $0