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· Private foundation

James W Lundberg Philanthropic Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$47k
Granted FY2025still arriving
7
Grants FY2025still arriving
5
States reached
$15k
Largest
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2018 to 2025.

Crime & Legal$161kCivil Rights$79kPublic Benefit$28kInternational$25kHealth$14kEducation$13kHousing & Shelter$12kRecreation & Sports$6k
02FY2025 · 7 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k5 grants · $20k
  • $10k–50k2 grants · $27k
$7,000
Median grant
5
States reached
$2.9M
Total assets
Largest grants
RecipientAmount
The Sentencing Project$15,000
A4TE Education Fund$12,000
Innocence Project$7,000
National Coalition Against Censorship$7,000
Jimmy Carter Center$3,000
Equal Justice Institute$2,000
Habitat for Humanity McLean County Illinois$1,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY19–25, $45k) land where the poverty rate runs at 17%, against an area that typically sits at 12%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 12%Innocence Project: $7k → 17%Innocence Project: $7k → 17%Innocence Project: $7k → 17%INNOCENCE PROJECT: $7k → 17%INNOCENCE PROJECT: $7k → 17%Innocence Project: $5k → 17%Innocence Project: $5k → 17%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

92%of every dollar goes to organizations it has funded before.
$309k · 13 repeat orgs$27k to everyone else

Grantees it renews have grown median revenue +100% since the first grant, against +23% for those funded once.

13 repeat relationships: 6 still active in FY2025, 7 since wound down; 1 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

13
5

Total granted

$309k
$15k

Median revenue growth · since first grant

+100%
+23%

Still filing today

62%
40%

New vs renewed · share of each year

In FY2025, 74% of grant dollars renewed an existing relationship; $12k went to new ones.

50%100%’18’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23’24’25
Civil RightsHuman ServicesInternationalCrime & LegalPublic BenefitOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • TS
    THE SENTENCING PROJECT
    7× · 2019–2025 · $68k · revenue +430%
  • TI
    THE INNOCENCE PROJECT INC
    7× · 2019–2025 · $45k · revenue +35%
  • AF
    ADVOCATES FOR TRANS EQUALITY EDUCATION FUND
    2× · 2023–2024 · $27k · revenue +100%

Funded once

  • NC
    NATIONAL COALITION AGAINST
    one grant, 2021 · $5k
  • SP
    SOUTHERN POVERTY LAW CENTER INC
    one grant, 2018 · $5k · revenue +23%
  • HF
    Habitat for Humanity International
    one grant, 2018 · $2k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
The Center for American Liberty

The center for american liberty leads the fight for free speech and civil liberties across the country. by leveraging its nationwide network of litigators, the center for american liberty zealously advocates on behalf of individuals whose…

Crime & Legal
2
Secure Election Project Inc

To preserve and protect the sanctity of our vote by promoting commonsense, nonpartisan election security reforms that prevent hacking and fraud without restricting eligible citizens from accessing the polls.

Public Benefit
3
Southern Coalition for Social Justice

Southern coalition for social justice partners with communities of color and economically disadvantaged communities across the south to defend and advance their political, social, and economic rights. through an intersectional and…

Crime & Legal
4
American Civil Liberties Union of Florida Inc

To promote civil liberties through communication and interaction with and between the citizens and legislators of the state of florida

Civil Rights
5
American Civil Liberties Union Foundation of Florida Inc

To defend the civil liberties of the residents in the state of florida

Civil Rights
6
Washington Office On Latin America

To advance human rights and social justice in the americas.

International
7
Advocates for Basic Legal Equality Inc

Advocates for basic legal equality, inc. (able) is a non-profit law firm that provides high quality legal assistance in civil matters to help eligible low-income individuals and groups in western ohio achieve self-reliance, and equal…

—
8
The Sixth Amendment Center Incorporated

The sixth amendment center seeks to ensure that no person faces potential time in jail or prison without first having the aid of a lawyer with the time, ability and resources to present an effective defense, as required under the united…

—
9
Economic Security Project Inc

Economic security project advocates for ideas that build economic power for all americans. we aim to build fair and healthy markets, advocate for tax credits, and champion a guaranteed income. see schedule oto support these fights, we work…

Civil Rights
10
National Center for State Courts

Since 1971, the national center for state courts (the center) partners with state courts in their evolution into modern governmental institutions and helps to introduce efficiency and cost-effectiveness into the administration of justice…

Crime & Legal
11
Southern Center for Human Rights

The Southern Center for Human Rights is working for equality, dignity, and justice for people impacted by the criminal legal system in the Deep South. SCHR fights for a world free from mass incarceration, the death penalty, the…

Civil Rights
12
The Capital Appeals Project

The capital appeals project is a non-profit law office seeking to end the death penalty

Crime & Legal
How this is measured
The grantee most central to the portfolio’s shape is The Sentencing Project; the most unlike its peers is Habitat for Humanity of Lake County. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

10 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 10 of the 19 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
10/10
Grantees still filing
9/10
Grew since first funded

Where the money sits, by cause and then by grantee

THE SENTENCING PROJECT: $68,000 · OtherTHE SENTENCING PROJECTEQUAL JUSTICE INSTITUTE: $47,500 · OtherEQUAL JUSTICE INSTITUTEJimmy Carter Center: $25,000 · OtherJimmy Carter CenterNATIONAL CENTER FOR TRANSGENDER: $17,000 · OtherNATIONAL CENTER FOR TRANSGENDERNational Center for Transgender Equ: $14,000 · OtherNational Center for Transgender EquA4TE Education Fund: $12,000 · OtherA4TE Education Fund+7 more: $23,000 · Other+7 moreADVOCATES FOR TRANS EQUALITY EDUCATION FUND: $27,000 · Civil RightsADVOCATES FOR TRA…NATIONAL COALITION AGAINST CENSORSHIP INC: $25,000 · Civil RightsNATIONAL COALITIO…THE INNOCENCE PROJECT INC: $45,000 · Human ServicesTHE INNOCENCE P…MEDECINS SANS FRONTIERES USA INC: $25,000 · InternationalSOUTHERN POVERTY LAW CENTER INC: $5,000 · Crime & LegalCOMMON CAUSE EDUCATION FUND: $2,500 · Public Benefit
Other$206,500Civil Rights$52,000Human Services$45,000International$25,000Crime & Legal$5,000Public Benefit$2,500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetTHE SENTENCING PROJECT: $68,000 over 7y, 0.3% of budgetTHE INNOCENCE PROJECT INC: $45,000 over 7y, 0.0% of budgetADVOCATES FOR TRANS EQUALITY EDUCATION FUND: $27,000 over 2y, 0.3% of budgetMEDECINS SANS FRONTIERES USA INC: $25,000 over 5y, 0.0% of budgetNATIONAL COALITION AGAINST CENSORSHIP INC: $25,000 over 5y, 0.6% of budgetSPECIAL OLYMPICS ILLINOIS: $5,500 over 2y, 0.0% of budgetHABITAT FOR HUMANITY OF MCLEAN COUNTY INC: $5,500 over 6y, 0.1% of budgetSOUTHERN POVERTY LAW CENTER INC: $5,000 over 1y, 0.0% of budgetCOMMON CAUSE EDUCATION FUND: $2,500 over 2y, 0.0% of budgetHABITAT FOR HUMANITY OF LAKE COUNTY: $2,000 over 1y, 0.1% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds THE SENTENCING PROJECT ↗
  • Who funds THE INNOCENCE PROJECT INC ↗
  • Who funds ADVOCATES FOR TRANS EQUALITY EDUCATION FUND ↗
  • Who funds MEDECINS SANS FRONTIERES USA INC ↗
  • Who funds NATIONAL COALITION AGAINST CENSORSHIP INC ↗
  • Who funds SPECIAL OLYMPICS ILLINOIS ↗
  • Who funds HABITAT FOR HUMANITY OF MCLEAN COUNTY INC ↗
  • Who funds SOUTHERN POVERTY LAW CENTER INC ↗
  • Who funds COMMON CAUSE EDUCATION FUND ↗
  • Who funds HABITAT FOR HUMANITY OF LAKE COUNTY ↗

How much its grantees rely on government

Each dot is one organization James W Lundberg Philanthropic Trust funds: left to right is the share of its income from government, bottom to top the share from James W Lundberg Philanthropic Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%15%30%45%60%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    2report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–60%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 19 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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