2025-06-24T08:41:46-00:00 2024-12-31 990PF 2024-01-01 526798969 James W Lundberg Philanthropic Trust JAME 3098287600 2712 McGraw Drive Bloomington IL 61704 Tim Leighton CoTrustee 3098287600 2025-04-30 false true 2024 2025-03-06 01:10:19Z X 3332446 X 104154 104154 135574 233993 135574 239728 239728 26104 6526 19578 39248 10847 28401 1275 424 851 81 81 1864 1864 1412 304 1108 14694 2644 12050 708 12 696 85386 22702 62684 49500 49500 134886 22702 112184 104842 217026 6354 9326 9326 15557 20000 20000 33135 162587 179422 1431791 1544831 2028862 1023289 1109155 1094836 2510126 2845899 3332446 0 X 2510126 2845899 2510126 2845899 2510126 2845899 2510126 104842 230931 2845899 2845899 AC 46.451 Select P 2001-08-20 2024-02-26 5002 1774 3228 3228 AC 48.453 Select P 2001-08-20 2024-04-19 5004 1851 3153 3153 AC 56.356 Select P 2002-03-11 2024-11-21 7011 2112 4899 4899 AC 64.111 Ultra P 2006-12-19 2024-01-29 5001 1719 3282 3282 AC 75.368 Ultra P 2006-12-19 2024-10-30 7010 2058 4952 4952 TRP 34.366 Blue Chip Growth P 2007-02-20 2024-11-26 7011 5167 1844 1844 TRP 109.599 Science Tech P 2001-08-13 2024-02-09 5002 4271 731 731 TRP 103.392 Science Tech P 2001-08-13 2024-05-20 5005 4029 976 976 TRP 155.435 Science Tech P 2001-08-13 2024-09-03 7509 6057 1452 1452 TRP 135.513 Science Tech P 2001-08-13 2024-10-07 7010 5280 1730 1730 TRP 124.947 Science Tech P 2001-08-13 2024-12-02 7012 4869 2143 2143 CS 10,000 FHLB 5.5 26 P 2024-07-23 2024-07-23 10000 10000 CS 97 BBBMX P 2021-04-05 2024-07-29 1007 1005 2 2 100 XLE P 2019-01-28 2024-03-25 9330 6205 3125 3125 100 FGD P 2019-01-31 2024-04-04 2287 2339 -52 -52 100 DJD P 2019-02-07 2024-05-16 4854 3520 1334 1334 100 DJD P 2019-02-07 2024-11-25 5380 3520 1860 1860 100 XMLV P 2019-02-27 2024-03-05 5520 4919 601 601 100 VRIG P 2024-02-24 2024-01-11 2508 2504 4 4 50 DVY P 2019-03-04 2024-07-31 6545 4923 1622 1622 100 MAIN P 2021-04-29 2024-12-27 5780 4252 1528 1528 100 SCHD P 2019-03-07 2024-03-22 8000 5111 2889 2889 100 ONEY P 2019-02-07 2024-03-01 10190 6801 3389 3389 21 VEIPX P 2019-06-11 2024-12-02 1012 767 245 245 8 VLCAX P 2019-09-23 2024-02-05 1002 589 413 413 8 VLCAX P 2019-09-25 2024-05-22 1005 550 455 455 7 VLCAX P 2019-09-27 2024-10-15 1010 505 505 505 7 VLCAX P 2019-10-04 2024-11-27 1011 488 523 523 Summit Midstream Partners box 11S P 2020-11-10 2024-12-31 1234 -1234 -1234 135574 4 3017 3017 3017 1752 114 1866 1866 1151 false false false false false false false true true DC true false false false false true N/A Tim Leighton Co-Trustee 3098287600 2712 McGraw Drive Bloomington IL 61704 false false false false false false false false false false false false false false false false false false false false false Marilyn K Waits PO Box 1530 Kelseyville CA 95451 Trustee 003.00 10000 G Timothy Leighton 2712 McGraw Drive Bloomington IL 61704 Co-Trustee 006.00 16104 NONE NONE N/A 0 N/A 2221761 7939 0 2229700 2229700 33446 2196254 109813 109813 3017 3017 106796 106796 106796 112184 112184 106796 11959 1560 8921 22440 112184 106796 5388 27828 0 11959 15869 1560 8921 5388 N-A N-A X Equal Justice Institute 122 Commerce Street Montgomery AL 36104 contributor PC support qualified programs 8500 Habitat for Humanity McLean County Illinois 103 W Jefferson Bloomington IL 61701 contributor PC support qualified programs 1000 Innocence Project 40 Worth St Suite 700 New York NY 10013 contributor PC support qualified programs 7000 Jimmy Carter Center One Copenhill Atlanta GA 30307 contributor PC support qualified programs 3000 National Center for Transgender Equality 1032 15th St WN Suite 199 Washington DC 20005 contributor PC support qualified programs 15000 National Coalition Against Censorship 19 Fulton Street Ste 407 New York NY 10038 contributor PC support qualified programs 3000 The Sentencing Project 1705 DeSales St NW 8th Floor Washington DC 20036 contributor PC support qualified programs 12000 49500 14 14 104154 14 14 135574 239728 239728 false false false false false false false false false false Accounting and tax preparation 1275 424 851 Corporate bonds holdings 1109155 1094836 Corporate stock holdings 1544831 2028862 legal fees 39248 10847 28401 Money Deposited/Investment Purchases 230931 Dear IRS This submission responds to IRS Ltr 2697C refer to 0422604607 with printed date June 11, 2025 that we received on June 23, 2025. So this response and electronic filing is being done the day after receipt of the IRS letter. Our reasonable cause explanation for paper/mail filing is that the CPA firm which had prepared our 990PF in prior years terminated its service to us and other area clients and moved out of the area. I am a senior citizen and did not know how to complete the electronic filing while dealing with difficult family issues. After receiving the letter returning our filing, I was able to gain meaningful guidance on how to complete the electronic filing. Going forward, we will abide by the electronic filing process. We respectfully request your understanding and forebearance so we can devote this trusts resources to public support through charitable granting. If you require additional information, kindly contact me at timesqlawbloomington.com or 309/828-7600. Thank you for your consideration. federal income taxes 1864 1864