Niels a Lundgard & Ruth Lundgard Fdn
The Niels A Lundgard & Ruth Lundgard Foundation is a private, non-operating foundation based in Cincinnati, Ohio. Established in 1991, the foundation operates as a charitable trust focused on grantmaking to qualified nonprofit organizations.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.4M
+0.9% YoY
Annual Giving
$292K
-3.8% YoY
Grant Count
22
+15.8% YoY
Avg Grant Size
$13K
-16.9% YoY
Under IRS private-foundation payout rules, Niels a Lundgard & Ruth Lundgard Fdn reported a distributable amount of $315K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports organizations across multiple sectors including education, human services, philanthropy, and voluntarism. Grant programs include annual fund support, project/program support, general operating support, scholarships, and capital campaigns.
Grantmaking
The foundation accepts applications. Grantmaking is primarily limited to Miami County, Ohio residents.
Grant Range
$1,370–$48,708
Average Grant
amount: $17,000
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Geographic Focus
Where this funder awards grants
The foundation primarily supports organizations in Ohio, with additional grantmaking in Texas and New York. Grantmaking reaches organizations across five states, with 88% of all grants concentrated in Ohio, Texas, and New York.
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue:
- Total assets: $5,362,210
- Annual income: $2.5 million
- Total revenue: $429,425
- Total expenses: $381,487
- Giving rate: 5.7%
Historical Growth: Total assets have grown from $3.9 million in 2011 to $5.3 million in 2023. Annual giving has grown from $353,000 in 2020 to $614,000 in 2022.
Grantee Reach: The foundation has supported 33 unique organizations across its grantmaking history.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,362,210 | $5,314,069 | $5,312,895 |
| Revenue | $429,425 | $364,786 | $79,105 |
| Expenses | $381,487 | $375,967 | $378,074 |
| Qualifying Distributions | $304,772 | $315,446 | $318,630 |
| Net Investment Income | $359,883 | $298,748 | $66,528 |
| Distributable Amount | $314,894 | $297,130 | $300,803 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
91 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Upper Valley Medical Center Foundation ($32,625), Piqua Arts Council ($25,000), Friends of the Piqua Public Library ($20,000).
| Recipient | Purpose | Amount |
|---|---|---|
| BOARD OF EDUCATION PIQUA SCHOOL DISTRICT PIQUA, OH | PROJECT/PROGRAM SUPPORT | $12,500 |
| ISAIAHS PLACE INC TROY, OH | PROJECT/PROGRAM SUPPORT | $10,000 |
| AMERICAN CANCER SOCIETY INC HAGERSTOWN, MD | ANNUAL FUND | $15,236 |
| THE SALVATION ARMY NYACK, NY | ANNUAL FUND | $13,050 |
| AMERICAN HEART ASSOCIATION INC DALLAS, TX | ANNUAL FUND | $13,050 |
| MIAMI COUNTY DENTAL CLINIC TROY, OH | PROJECT/PROGRAM SUPPORT | $15,000 |
| REHABILITATION CENTER FOR NEUROLOGICAL PIQUA, OH | PROJECT/PROGRAM SUPPORT | $15,000 |
| FRIENDS OF MAINSTREET PIQUA INC PIQUA, OH | PROJECT/PROGRAM SUPPORT | $7,850 |
| YWCA PIQUA, OH | ANNUAL FUND | $13,050 |
| MIAMI COUNTY YMCA PIQUA, OH | ANNUAL FUND | $13,050 |
Leadership & Key People
Leadership team and compensation from IRS filings
Fifth Third Bank N.A. serves as trustee, with reported compensation of $77,676 and approximately 1 hour per week of service.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | 1 | $77,676 |
Contact Information
Address: PO Box 630858, Cincinnati, OH 45263-0858
Phone: (513) 534-5310
EIN: 31-6375418
Frequently Asked Questions
What does Niels a Lundgard & Ruth Lundgard Fdn fund?
The foundation supports organizations across multiple sectors including education, human services, philanthropy, and voluntarism. Grant programs include annual fund support, project/program support, general operating support, scholarships, and capital campaigns.
How do I apply for a grant from Niels a Lundgard & Ruth Lundgard Fdn?
**Grant Activity:** • Total giving: $292,186–$304,772 (most recent filing) • Number of grants: 46 grants awarded • Grant range: $1,370–$48,708 • Median grant amount: $14,025 • Average grant amount: $17,000 **Grant Programs:** • Annual Fund: $16,733 average (19 recipients, last awarded 2024) • Project/Program Support: $11,318 average (18 recipients, last awarded 2024) • Program/Project Support: $10,375 average (5 recipients, last awarded 2024) • General Operating Support: $6,500 average (2 recip…
Where does Niels a Lundgard & Ruth Lundgard Fdn make grants?
The foundation primarily supports organizations in Ohio, with additional grantmaking in Texas and New York. Grantmaking reaches organizations across five states, with 88% of all grants concentrated in Ohio, Texas, and New York.
What size grants does Niels a Lundgard & Ruth Lundgard Fdn award?
In 2024, Niels a Lundgard & Ruth Lundgard Fdn awarded 22 grants totaling $292K — an average of about $13K per grant, based on its IRS Form 990 filings.
How much is Niels a Lundgard & Ruth Lundgard Fdn required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Niels a Lundgard & Ruth Lundgard Fdn reported a distributable amount of $315K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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