Niels a Lundgard & Ruth Lundgard Fdn
Niels A Lundgard & Ruth Lundgard Fdn is a private foundation based in Cincinnati, Ohio. It made 21 grants totaling $302,461 in filing year 2025, primarily to organizations in Ohio.
Niels a Lundgard & Ruth Lundgard Fdn at a glance
In short: Niels a Lundgard & Ruth Lundgard Fdn gave $302K across 21 grants in 2025 (avg $14K), mostly in Ohio. 10% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $302,461
- +3.5% vs 2024
- Grants made (2025)
- 21
- -4.5% vs 2024
- Average grant
- $14,403
- +8.4% vs 2024
- Median grant
- $13,500
- Total assets
- $5,849,412
- +9.1% vs 2024
- New grantees (estimate)
- 10% first-time grantees (2 of 21, 2025; small sample)
- Primary geography
- Ohio (80% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Niels a Lundgard & Ruth Lundgard Fdn
- How to Apply
-
The filing states that giving is not restricted to preselected organizations. To apply, submit a letter; the listed contact is Fifth Third Bank N.A., Christine F. No deadline is listed. Awards are primarily limited to Miami County, Ohio residents.
- Contact
Application contact: Fifth Third Bank N A Christine F
Mailing address: 38 Fountain Square Plaza Md1090Vd, Cincinnati, OH 45202
Phone: (513) 534-7001
Email: christine.fishel@53.com
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Niels a Lundgard & Ruth Lundgard Fdn funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Upper Valley Medical Center Foundation ($34K). Together the top 10 received $200K.
Grant Size Distribution
96 grants across all recorded years
The most common grant size was under $50K: 96 grants of 96 (100%).
Geographic Focus
Where this funder awards grants
In 2025, 80% of grant dollars went to recipients in Ohio, 10% to Texas, 5% to Maryland, and 4% to New York. The filing states that awards are primarily limited to Miami County, Ohio residents.
Grant Distribution by State
Share of 2025 grant dollars across all 21 itemized grants.
Cities
Is Niels a Lundgard & Ruth Lundgard Fdn open to new grantees?
10%
first-time grantees, 2025
In 2025, 2 of 21 grantees (10%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $16K; repeat grants $14K. How we count
Medians: $16K first-time, $14K repeat.
- 81% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 98% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $193K (2021) to $353K (2020). In 2025 it made 21 grants totaling $302K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Upper Valley Medical Center Foundation Troy, OH | Annual Fund | $33,750 |
| Miami County YMCA Piqua, OH | Annual Fund | $27,000 |
| Piqua Education Foundation Piqua, OH | Scholarship | $25,000 |
| First Place Food Pantry Inc Troy, OH | Program Support | $22,500 |
| Cal Farleys Boys Ranch Amarillo, TX | Annual Fund | $17,550 |
| American Cancer Society Inc Hagerstown, MD | Annual Fund | $15,961 |
| Rehabilitation Center for Neurological Piqua, OH | Project/Program Support | $15,000 |
| Piqua Arts Council Piqua, OH | Project/Program Support | $15,000 |
| Clear Creek Farms Piqua, OH | Annual Fund & | $14,700 |
| The Salvation Army Nyack, NY | Annual Fund | $13,500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,849,412 | $879,517 | $392,409 | $302,461 | 21 | $316,222 | $808,851 | $323,528 |
| 2024 | $5,362,210 | $429,425 | $381,487 | $292,186 | 22 | $304,772 | $359,883 | $314,894 |
| 2023 | $5,314,069 | $364,786 | $375,967 | $303,708 | 19 | $315,446 | $298,748 | $297,130 |
| 2022 | $5,312,895 | $79,105 | $378,074 | $307,080 | 19 | $318,630 | $66,528 | $300,803 |
| 2021 | $5,613,252 | $576,588 | $244,842 | $192,646 | 15 | $193,434 | $494,306 | $345,893 |
| 2020 | $5,211,631 | $307,318 | $467,759 | $353,032 | 16 | — | $262,181 | $273,962 |
Under IRS private-foundation payout rules, Niels a Lundgard & Ruth Lundgard Fdn reported a distributable amount of $324K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants included annual-fund and program support, a scholarship, and project or program support. The grantees describe their work in varied ways: Miami County YMCA says it builds healthy spirit, mind, and body through programs grounded in Christian principles; Piqua Education Foundation provides scholarships and education grants; First Place Food Pantry provides food and personal-care items to low-income households; and Piqua Arts Council works to make the arts accessible through education, support, and presentation.
Other 2025 recipients include Cal Farley’s Boys Ranch, whose stated mission is to strengthen families and support children’s development through professional programs and services in a Christ-centered atmosphere; New Creation Counseling Center, which provides Christian counseling regardless of clients’ ability to pay; and Clothes That Work, which prepares people for employment through clothing, education, and empowerment.
Grantmaking
In filing year 2025, the foundation awarded 21 grants totaling $302,461. Grants ranged from $4,000 to $33,750, with a median of $13,500. Among the largest awards were $33,750 to Upper Valley Medical Center Foundation for its annual fund, $27,000 to Miami County YMCA for its annual fund, $25,000 to Piqua Education Foundation for scholarships, and $22,500 to First Place Food Pantry for program support. Other notable awards included $17,550 to Cal Farley’s Boys Ranch, $15,000 each to Rehabilitation Center for Neurological and Piqua Arts Council, and $13,500 each to The Salvation Army and American Heart Association.
Leadership & Key People
Leadership team and compensation from IRS filings
Fifth Third Bank N.A. is listed as trustee on the 2025 filing.
Niels a Lundgard & Ruth Lundgard Fdn's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (compensated).
Officers on the 2025 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$41K (2020) → $80K (2025)
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $80K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about Niels a Lundgard & Ruth Lundgard Fdn
How much does Niels a Lundgard & Ruth Lundgard Fdn give each year?
Niels a Lundgard & Ruth Lundgard Fdn gave $302K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $292K across 22 grants.
What is Niels a Lundgard & Ruth Lundgard Fdn's typical grant size?
Niels a Lundgard & Ruth Lundgard Fdn's median grant in 2025 was $13,500, and its average grant was $14,403, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Niels a Lundgard & Ruth Lundgard Fdn that year got $16K on average.
Where does Niels a Lundgard & Ruth Lundgard Fdn give grants?
Niels a Lundgard & Ruth Lundgard Fdn gives mostly in Ohio: 80% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Texas (10%) and Maryland (5%). The most frequent recipient cities were Piqua, OH (8 grants), Troy, OH (5 grants) and Kettering, OH (2 grants).
Does Niels a Lundgard & Ruth Lundgard Fdn give general operating support?
Yes: 43% of Niels a Lundgard & Ruth Lundgard Fdn's 2025 grants with a stated purpose (9 of 21) were for general or operating support, per its 2025 IRS Form 990-PF. Recurring purposes include "Project/Program Support" (9 grants).
Who are Niels a Lundgard & Ruth Lundgard Fdn's largest grantees?
Niels a Lundgard & Ruth Lundgard Fdn's largest 2025 grantees include Upper Valley Medical Center Foundation ($33,750), Miami County YMCA ($27,000) and Piqua Education Foundation ($25,000), according to its 2025 IRS Form 990-PF. Together they received 28% of its itemized 2025 grant dollars.
How large is Niels a Lundgard & Ruth Lundgard Fdn?
Niels a Lundgard & Ruth Lundgard Fdn reported $5.8M in total assets on its 2025 IRS Form 990-PF. It paid out $316K in qualifying distributions that year, against a required minimum of $324K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Niels a Lundgard & Ruth Lundgard Fdn fund?
No mission statement for the foundation is provided. Its 2025 grants included annual-fund and program support, a scholarship, and project or program support. See mission & focus areas ↑
How do I apply for a grant from Niels a Lundgard & Ruth Lundgard Fdn?
The filing states that giving is not restricted to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Niels a Lundgard & Ruth Lundgard Fdn's EIN?
Niels a Lundgard & Ruth Lundgard Fdn's EIN (Employer Identification Number) is 31-6375418. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 4, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Niels a Lundgard & Ruth Lundgard Fdn's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Niels a Lundgard & Ruth Lundgard Fdn funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/niels-a-lundgard-and-ruth-lundgard-fdn-morg_84dece686e75460b9d5abf0d2bdefa30
BibTeX
@misc{grantable_316375418_2026,
author = {{Grantable}},
title = {{Niels a Lundgard \& Ruth Lundgard Fdn funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/niels-a-lundgard-and-ruth-lundgard-fdn-morg_84dece686e75460b9d5abf0d2bdefa30},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Niels a Lundgard & Ruth Lundgard Fdn's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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