Nonprofit · EIN 52-6798969
JAMES W LUNDBERG PHILANTHROPIC TRUST
Also known as G T LEIGHTON TTEE
Tax-exempt · BLOOMINGTON, IL 61704
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $121,905 | $128,511 | -$6,606 | $2,889,033 | $0 | $2,889,033 |
| December 31, 2024 | 990-PF | $239,728 | $134,886 | $104,842 | $2,845,899 | $0 | $2,845,899 |
| December 31, 2023 | 990-PF | $151,500 | $137,286 | $14,214 | $2,510,126 | $0 | $2,510,126 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $111,592
- Net gain from sales of assets
- $10,313
Expenses
- Grants and similar amounts paid
- $47,000
- Compensation of officers, directors and key employees
- $24,266
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $96,731
- Excise tax on investment income
- $1,253
Balance sheet and other
- Total assets, start of year
- $2,845,899
- Total assets, end of year
- $2,889,033
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,889,033
- Fair market value of assets
- $3,400,286
- Qualifying distributions
- $96,731
- Net investment income
- $121,905
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G Timothy Leighton 1 Silverberry Ct, Bloomington, IL 61704 | Co-Trustee | 6 | $14,266 |
| Marilyn K Waits PO Box 1530, Kelseyville, CA 95451 | Trustee | 3 | $10,000 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G Timothy Leighton 2712 McGraw Drive, Bloomington, IL 61704 | Co-Trustee | 6 | $16,104 |
| Marilyn K Waits PO Box 1530, Kelseyville, CA 95451 | Trustee | 3 | $10,000 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| G Timothy Leighton 2712 McGraw Drive, Bloomington, IL 61704 | Co-Trustee | 5 | $16,203 |
| Marilyn K Waits PO Box 1530, Kelseyville, CA 95451 | Trustee | 3 | $10,000 |
Address and contacts
- Address (IRS master file)
- 1 SILVERBERRY CT, BLOOMINGTON, IL 61704-4701
- Signed the 990-PF
- Tim Leighton Co Trustee, Co-Trustee
- Phone
- (309) 828-7600
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 | 990-PF 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
- 52-6798969
- 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
- 1998
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Religion-related (X20J)
- Assets (IRS master file)
- $2,889,033
- Income (IRS master file)
- $162,647
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $121,905 | $128,511 | $2,889,033 | IRS |
| 990-PF | December 2024 | $239,728 | $134,886 | $2,845,899 | XML |
| 990-PF | December 2023 | $151,500 | $137,286 | $2,510,126 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 52-6798969).
Questions about JAMES W LUNDBERG PHILANTHROPIC TRUST
- What is the EIN of JAMES W LUNDBERG PHILANTHROPIC TRUST?
- The employer identification number (EIN) of JAMES W LUNDBERG PHILANTHROPIC TRUST is 52-6798969.
- Is JAMES W LUNDBERG PHILANTHROPIC TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1998.
- Are donations to JAMES W LUNDBERG PHILANTHROPIC TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JAMES W LUNDBERG PHILANTHROPIC TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JAMES W LUNDBERG PHILANTHROPIC TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JAMES W LUNDBERG PHILANTHROPIC TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of JAMES W LUNDBERG PHILANTHROPIC TRUST?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $14,266 (G Timothy Leighton, Co-Trustee).
- How much revenue does JAMES W LUNDBERG PHILANTHROPIC TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $121,905, expenses of $128,511 and total assets of $2,889,033 at year end.
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