Skip to content

Wisconsin · Private foundation

Lund-Dahlberg Charitable Foundation Trust

Its FY2023 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$144k
Granted FY2023
5
Grants FY2023
3
Organizations funded FY2023
100%
First-time grantees FY2023
Read the full brief

Read this first · the figures below need context

95% of Lund-Dahlberg Charitable Foundation Trust’s FY2023 grant dollars went to Donor Advised Charitable Giving Inc, not to grantees.

Its money now reaches organizations through that sponsor, which does not report who recommended each grant. FY2023 names 3 organizations directly, so a portfolio cannot be read from it.

Organizations named directly on the return

2
’20
1
’21
1
’22
3
’23

Amber years are those where most dollars went to a sponsor.

Median grant, FY2023
$2,000
Largest grant, FY2023
$135,780
Organizations funded a year
1 to 5
FY2020 to FY2023
States reached, FY2023
4
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 100% of the organizations Lund-Dahlberg Charitable Foundation Trust funded were first-time grantees, receiving 100% of its grant dollars.

New vs renewed · share of each year

In FY2023, 0% of grant dollars renewed an existing relationship; $8k went to new ones.

50%100%’21’22’23
RenewedFirst-time

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

’21’22’23
InternationalArts & CultureOther
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.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY20233$8k100%
FY20221$1k0%
FY20215$6k100%
FY20204$5kn/a
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2020 to 2023.

Philanthropy$139kArts & Culture$8kInternational$4kEducation$2kFood & Nutrition$2kHuman Services$1kEnvironment$250

Where its grants go

Grant dollars by states, across the years we hold.

Which US states its grants reach

WA
MT
WI
NY
PA
CA
DC
FL

Top grantees

Largest recipients by total granted, FY2020 to FY2023, and the share of each one’s budget the grants supplied at peak.

Plus 6 recipients with no EIN on record ($8k), not named here.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Donor Advised Charitable Giving IncCO7.3× affinity4 shared granteesties to 2 of 2Hover any node to trace its alignments.Compare side by side →

Open a dossier: Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Lund-Dahlberg Charitable Foundation Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Lund-Dahlberg Charitable Foundation Trust?

Find your warmest path to Lund-Dahlberg Charitable Foundation Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Lund-Dahlberg Charitable Foundation Trust

How much does Lund-Dahlberg Charitable Foundation Trust give?
Lund-Dahlberg Charitable Foundation Trust reported 5 grants totaling $144,380 in its FY2023 IRS filing. It funded between 1 and 5 organizations a year over FY2020 to FY2023.
What does Lund-Dahlberg Charitable Foundation Trust fund?
By grant dollars over FY2020 to FY2023, its largest causes are Philanthropy (89%), Arts & Culture (5%), International (3%).
Who are Lund-Dahlberg Charitable Foundation Trust's largest grantees?
By total granted over FY2020 to FY2023: Bach Dancing & Dynamite Society of Wisconsin Inc ($4k), Bellingham Symphony Orchestra ($2k), United States Association for UNHCR ($2k).
Does Lund-Dahlberg Charitable Foundation Trust fund new organizations?
In FY2023, 100% of the organizations it funded were first-time grantees.
Does Lund-Dahlberg Charitable Foundation Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Lund-Dahlberg Charitable Foundation Trust?
Its strongest co-funders, measured against what their size predicts, include Donor Advised Charitable Giving Inc, Fidelity Investments Charitable Gift Fund, Amazonsmile Foundation.
Where is Lund-Dahlberg Charitable Foundation Trust based?
Lund-Dahlberg Charitable Foundation Trust is based in WI.

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 15 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 2023, released 2023. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

Play a game based on Lund-Dahlberg’s filings →

More from the funding graph