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Lund-Dahlberg Charitable Foundation Trust at a glance

· 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
4
States reached
$136k
Largest
01What it fundsRead
02The needRead
03Its fieldRead
04Through PlinthRead

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.

01What it funds
01100% 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
02FY2023 · 5 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2023

  • Under $10k4 grants · $9k
  • $50k–250k1 grant · $136k
$2,000
Median grant
4
States reached
$0
Total assets
Largest grants
RecipientAmount
SCHWAB CHARITABLE$135,780
BACH DANCING & DYNAMITE SOCIETY OF WISCONSIN$4,000
USA FOR UNHCR$2,000
DOCTORS WITHOUT BORDERS$2,000
MADISON COMMUNITY FOUNDATION$600
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:

Dollar for dollar, its grants (FY20–23) land where the poverty rate runs at 12%, against an area that typically sits at 10%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 10%HAVERFORD COLLEGE: $100 → 10%PLASTER HOUSE: $500 → 10%DOCTORS WITHOUT BORDERS: $2k → 17%USA FOR UNHCR: $2k → 14%UNIVERSITY OF WIS FOUNDATION: $2k → 10%CATHOLIC CHARITIES AFGHAN: $1k → 12%WESTERN WASHINGTON FOUNDATION: $2k → 12%NATIONAL PARKS CONSERVATION ASSOC: $250 → 14%BADGER PRAIRIE NEEDS NETWORK: $2k → 10%MADISON COMMUNITY FOUNDATION: $600 → 10%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.

Which US states its grants reach

WA
MT
WI
NY
PA
CA
DC
FL
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 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
Midwest Dairy Association

Midwest dairy works with others to give consumers an excellent dairy experience increasing sales, fostering innovation, and inspiring consumer confidence of dairy products and practices.

—
2
National Association of Corporate Directors

We empower directors and transform boards to be future ready.

Public Benefit
3
American Gas Association

American gas association's (the association) mission is to develop and advocate for informed, innovative, and durable policy that fulfills our nation's energy needs, environmental aspirations and economic potential. we are committed to…

—
4
Minneapolis Regional Chamber of Commerce

Creating powerful advocacy to enhance economic vitality in the minneapolis-st. paul region.

—
5
Boston Architectural College

The bac is committed to provide excellence in design education grounded in practice and accessible to diverse communities.

—
6
Amazon Conservation Association

Amazon conservation unites science, people, and innovation to protect the amazon - the greatest wild forest on earth. as guardians of the most iconic forest on the planet, we bring together the power of the latest science and technology…

Environment
7
Minnesota Medical Association

To be the leading voice of medicine to make minnesota the healthiest state and the best place to practice.

—
8
Npr International Operations Inc

Npr international operations, inc. ("nprio") supports the international newsgathering activities of national public radio, inc. through bureaus and offices established locally in foreign countries.

—
9
North Carolina Symphony Society Inc

To be north carolina's state orchestra, an orchestra achieving the highest level of artistic quality and performance standards, and embracing its dual legacies of statewide service and music education.

Arts & Culture
10
California Dental Association

The california dental association is committed to the success of our members in service to their patients and the public.

Community Improvement
11
Baltimore Symphony Orchestra Inc

The baltimore symphony orchestra's (bso) mission is to promote, organize, manage and maintain a symphony orchestra for the city of baltimore and the state of maryland and to hold, sponsor, and present musical concerts by the baltimore…

Arts & Culture
12
Washington Society of Certified Public a

We are a community of cpas and financial professionals cultivating authentic relationships, unique learning experiences, and purposeful advocacy for our future.

—
How this is measured
The grantee most central to the portfolio’s shape is Medecins Sans Frontieres Usa Inc; the most unlike its peers is Bach Dancing & Dynamite Society of Wisconsin Inc. 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

9 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. 9 of the 15 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)
2
Early backer (in before they grew)
9/9
Grantees still filing
8/9
Grew since first funded

Where the money sits, by cause and then by grantee

DONOR ADVISED CHARITABLE GIVING INC: $135,780 · PhilanthropyDONOR ADVISED CHARITABLE GIVING INC+1 more: $600 · PhilanthropyBELLINGHAM SYMPHONY ORCHESTRA: $2,000 · OtherWESTERN WASHINGTON FOUNDATION: $2,000 · OtherUNIVERSITY OF WIS FOUNDATION: $1,750 · OtherCATHOLIC CHARITIES AFGHAN: $1,400 · OtherUNITED WAY: $1,000 · OtherFRIENDS OF MT PUBLIC TV: $1,000 · OtherPLASTER HOUSE: $500 · OtherBACH DANCING & DYNAMITE SOCIETY OF WISCONSIN INC: $4,000 · Arts & CultureUnited States Association for UNHCR: $2,000 · InternationalMEDECINS SANS FRONTIERES USA INC: $2,000 · InternationalBADGER PRAIRIE NEEDS NETWORK INC: $1,700 · Food & NutritionNATIONAL PARKS CONSERVATION ASSOCIATION: $250 · EnvironmentCORPORATION OF HAVERFORD COLLEGE: $100 · Education
Philanthropy$136,380Other$9,650Arts & Culture$4,000International$4,000Food & Nutrition$1,700Environment$250Education$100

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

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetDONOR ADVISED CHARITABLE GIVING INC: $135,780 over 1y, 0.0% of budgetBACH DANCING & DYNAMITE SOCIETY OF WISCONSIN INC: $4,000 over 1y, 1.9% of budgetBELLINGHAM SYMPHONY ORCHESTRA: $2,000 over 2y, 0.2% of budgetUnited States Association for UNHCR: $2,000 over 1y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC: $2,000 over 1y, 0.0% of budgetBADGER PRAIRIE NEEDS NETWORK INC: $1,700 over 1y, 0.1% of budgetMADISON COMMUNITY FOUNDATION: $600 over 1y, 0.0% of budgetNATIONAL PARKS CONSERVATION ASSOCIATION: $250 over 1y, 0.0% of budgetCORPORATION OF HAVERFORD COLLEGE: $100 over 1y, 0.0% 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.

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 Charita…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Lund-Dahlberg Charitable Foundation Trust funds: left to right is the share of its income from government, bottom to top the share from Lund-Dahlberg Charitable Foundation 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%5%10%15%20%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–20%
    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.
    04Through Plinth

    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.

    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

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home