Roger And Jeanne Lundberg Foundation Inc

Northville, MI
Tax-exempt since Jan. 2008
EIN: 14-2010899

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$40.4k (2024)

Expenses

$25.4k (2024)

Total Assets

$122k (2024)

Total Liabilities

$4.29k (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$40,397

Expenses

$25,399

Net Income

$14,998

Net Assets

$117,302

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$11,021	27.3%
Interest Revenue	$0
Dividends	$593	1.5%
Sales of Assets	$2,077	5.1%
Other Income	$26,706	66.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,653	30.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$121,591
Total Liabilities	$4,289
Net Assets	$117,302

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Lundberg (Director)	$0	$0
James Lundberg (Director)	$0	$0
Roger Lundberg (President)	$0	$0
Jeanne Lundberg (Secretary)	$0	$0

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990-PF

Filed on Nov. 9, 2025

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$14,173

Expenses

$9,695

Net Income

$4,478

Net Assets

$102,308

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,054	70.9%
Interest Revenue	$228	1.6%
Dividends	$0
Sales of Assets	$0
Other Income	$3,891	27.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,209	74.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$102,639
Total Liabilities	$331
Net Assets	$102,308

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Lundberg (Director)	$0	$0
James Lundberg (Director)	$0	$0
Roger Lundberg (President)	$0	$0
Jeanne Lundberg (Secretary)	$0	$0

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990-PF

Filed on Nov. 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$8,089

Expenses

$11,527

Net Income

-$3,438

Net Assets

$97,830

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$12,627	> 100%
Interest Revenue	$116	1.4%
Dividends	$586	7.2%
Sales of Assets	-$12,516
Other Income	$7,276	89.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,656	83.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$97,973
Total Liabilities	$143
Net Assets	$97,830

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Lundberg (Director)	$0	$0
James Lundberg (Director)	$0	$0
Roger Lundberg (President)	$0	$0
Jeanne Lundberg (Secretary)	$0	$0

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990-PF

Filed on Oct. 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$59,099

Expenses

$21,934

Net Income

$37,165

Net Assets

$101,157

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,733	68.9%
Interest Revenue	$0
Dividends	$244	0.4%
Sales of Assets	$8,032	13.6%
Other Income	$10,090	17.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,949	91.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$112,654
Total Liabilities	$11,497
Net Assets	$101,157

Compensation

Key Employees and Officers	Compensation	Other
Jeffrey Lundberg (Director)	$0	$0
James Lundberg (Director)	$0	$0
Roger Lundberg (President)	$0	$0
Jeanne Lundberg (Secretary)	$0	$0

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990-PF

Filed on Oct. 20, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$10,703

Expenses

$10,129

Net Income

$574

Net Assets

$63,992

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$2,500	23.4%
Interest Revenue	$2	0.0%
Dividends	$93	0.9%
Sales of Assets	$2,567	24.0%
Other Income	$5,541	51.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,223	31.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$64,218
Total Liabilities	$226
Net Assets	$63,992

Compensation

Key Employees and Officers	Compensation	Other
Roger Lundberg (President & Treasurer)	$0	$0
Jeanne Lundberg (Secretary & Vice President)	$0	$0
Jeffrey Lundberg (Director)	$0	$0
James Lundberg (Director)	$0	$0

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990-PF

Filed on Nov. 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$42,166

Expenses

$3,842

Net Income

$38,324

Net Assets

$65,136

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,665	25.3%
Interest Revenue	$0
Dividends	$9	0.0%
Sales of Assets	$0
Other Income	$287	0.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,820	99.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$65,136
Total Liabilities	$0
Net Assets	$65,136

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

-$33,174

Expenses

$8,013

Net Income

-$41,187

Net Assets

$19,401

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,500
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	-$40,674

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,314	78.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$19,401
Total Liabilities	$0
Net Assets	$19,401

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$5,256

Expenses

$8,906

Net Income

-$3,650

Net Assets

$77,888

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,002	57.1%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$0
Other Income	$2,254	42.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,433	94.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$77,888
Total Liabilities	$0
Net Assets	$77,888

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$11,823

Expenses

$12,354

Net Income

-$531

Net Assets

$191,076

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,000	50.7%
Interest Revenue	$0
Dividends	$2,161	18.3%
Sales of Assets	$0
Other Income	$3,662	31.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$9,950	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$191,076
Total Liabilities	$0
Net Assets	$191,076

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

-$13,935

Expenses

$11,176

Net Income

-$25,111

Net Assets

$187,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,226
Interest Revenue	$0
Dividends	$5,468
Sales of Assets	$0
Other Income	$12,640

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,983	62.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$187,472
Total Liabilities	$0
Net Assets	$187,472

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$4,540

Expenses

$69,863

Net Income

-$65,323

Net Assets

$166,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,789	> 100%
Sales of Assets	$0
Other Income	$4,224	93.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$8,308	11.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$166,731
Total Liabilities	$0
Net Assets	$166,731

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated January 26, 2026

Roger And Jeanne Lundberg Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $40.4k (2024)

Expenses $25.4k (2024)

Total Assets $122k (2024)

Total Liabilities $4.29k (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

No Document Links

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$40.4k (2024)

Expenses

$25.4k (2024)

Total Assets

$122k (2024)

Total Liabilities

$4.29k (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007