Nonprofit · EIN 14-2010899
ROGER AND JEANNE LUNDBERG FOUNDATION INC
Tax-exempt · NORTHVILLE, MI 48168
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $40,397 | $25,399 | $14,998 | $121,591 | $4,289 | $117,302 |
| December 31, 2023 | 990-PF | $14,173 | $9,695 | $4,478 | $102,639 | $331 | $102,308 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $11,021
- Dividends
- $593
- Net gain from sales of assets
- $2,077
- Other income
- $26,706
Expenses
- Grants and similar amounts paid
- $7,653
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $7,653
- Excise tax on investment income
- $162
Balance sheet and other
- Total assets, start of year
- $102,639
- Total assets, end of year
- $121,591
- Total liabilities, end of year
- $4,289
- Net assets, end of year
- $117,302
- Fair market value of assets
- $130,965
- Qualifying distributions
- $7,653
- Net investment income
- $29,376
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey Lundberg 15397 Bay Hill Dr, Northville, MI 48168 | Director | 0.1 | $0 |
| James Lundberg 60365 Lamplighter Dr, New Hudson, MI 48165 | Director | 0.1 | $0 |
| Roger Lundberg 44140 Cypress Point Dr, Northville, MI 48168 | President | 5 | $0 |
| Jeanne Lundberg 44140 Cypress Point Dr, Northville, MI 48168 | Secretary | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeffrey Lundberg 15397 Bay Hill Dr, Northville, MI 48168 | Director | 0.1 | $0 |
| James Lundberg 60365 Lamplighter Dr, New Hudson, MI 48165 | Director | 0.1 | $0 |
| Roger Lundberg 44140 Cypress Point Dr, Northville, MI 48168 | President | 5 | $0 |
| Jeanne Lundberg 44140 Cypress Point Dr, Northville, MI 48168 | Secretary | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 44140 CYPRESS POINT DR, NORTHVILLE, MI 48168-9657
- In care of
- % ROGER LUNDBERG
- Signed the 990-PF
- Roger Lundberg, President
- Phone
- (734) 377-8317
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 14-2010899
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $121,591
- Income (IRS master file)
- $101,446
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $40,397 | $25,399 | $121,591 | IRS |
| 990-PF | December 2023 | $14,173 | $9,695 | $102,639 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 14-2010899).
Questions about ROGER AND JEANNE LUNDBERG FOUNDATION INC
- What is the EIN of ROGER AND JEANNE LUNDBERG FOUNDATION INC?
- The employer identification number (EIN) of ROGER AND JEANNE LUNDBERG FOUNDATION INC is 14-2010899.
- Is ROGER AND JEANNE LUNDBERG FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to ROGER AND JEANNE LUNDBERG FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ROGER AND JEANNE LUNDBERG FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ROGER AND JEANNE LUNDBERG FOUNDATION INC due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROGER AND JEANNE LUNDBERG FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of ROGER AND JEANNE LUNDBERG FOUNDATION INC?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does ROGER AND JEANNE LUNDBERG FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $40,397, expenses of $25,399 and total assets of $121,591 at year end.
Other nonprofits in NORTHVILLE
- CHOKSI FAMILY FOUNDATION EIN 84-4064450 · last filed 990-PF for 2025
- BLOCK FOUNDATION EIN 20-5848397 · last filed 990-PF for 2025
- NORTHVILLE COMMUNITY FOUNDATION INC EIN 38-3361844 · last filed 990 for 2024
- REHMAT FOUNDATION EIN 83-2932047 · last filed 990-PF for 2024
- ROBERT AND MARY ANN GORLIN FOUNDATION EIN 20-5935870 · last filed 990-PF for 2024
- WAYNE AND BEVERLY JACKSON FOUNDATION INC EIN 85-4097888 · last filed 990-EZ for 2025
- KAREN J STUCK MD CHARITABLE FOUNDATION EIN 38-3571954 · last filed 990-PF for 2025
- NORTHVILLE ROTARY FOUNDATION EIN 23-7063331 · last filed 990-EZ for 2025
All nonprofits in NORTHVILLE · Michigan · Philanthropy, voluntarism and grantmaking foundations