Roger & Ruth Lund Charitable Trust

WORCESTER, MA EIN: 42-6075822

Roger & Ruth Lund Charitable Trust is a nonprofit organization, based in WORCESTER, MA. IRS filing data is available from 2020 through 2025. In 2025, it awarded 12 grants totaling $18K.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$18K

-5.4% YoY

Grant Count

12

+20.0% YoY

Avg Grant Size

$1K

-21.2% YoY

About Roger & Ruth Lund Charitable Trust

Based on IRS filings

Roger & Ruth Lund Charitable Trust is a nonprofit organization, based in WORCESTER, MA. IRS filing data is available from 2020 through 2025. In 2025, it awarded 12 grants totaling $18K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

6states

Cities

AMESCHICAGOCLEARWATERDES MOINESGRANGERIOWA CITYJACKSONVILLEJOHNSTONMEMPHISNEW YORKPOTTSVILLESTATEN ISLANDTAMPAVAN METERWEST DES MOINES

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.1202020212022202320242025
Metric202520242023
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$5K$9K$14K$19K13 grants202013 grants202113 grants202213 grants202310 grants202412 grants2025

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

IOWA STATE UNIVERSITY$6KMORTON PLANT MEASE FOUND…$3KALZHEIMERS FOUNDATION OF…$2KSAINT JUDE HOSPITAL$2KHUMANE SOCIETY OF PINELL…$750THE SALVATION ARMY TAMPA$750AMERICAN CANCER SOCIETY$500AMERICAN RED CROSS$500PUPPY JAKE FOUNDATION$500TUNNEL TO TOWERS FOUNDAT…$500

Grant Size Distribution

61 grants across all recorded years

61<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2025 grants, the largest include Iowa State University ($6,000), Morton Plant Mease Foundation ($3,000), Alzheimers Foundation of America ($2,000).

RecipientPurposeAmount
ALZHEIMERS FOUNDATION OF AMERICA NEW YORK, NYGENERAL$2,000
AMERICAN CANCER SOCIETY TAMPA, FLGENERAL$500
AMERICAN RED CROSS JOHNSTON, IAGENERAL$500
HUMANE SOCIETY OF PINELLAS CO CLEARWATER, FLGENERAL$750
IOWA STATE UNIVERSITY AMES, IAGENERAL$6,000
MORTON PLANT MEASE FOUNDATION CLEARWATER, FLGENERAL$3,000
PUPPY JAKE FOUNDATION DES MOINES, IAGENERAL$500
SAINT JUDE HOSPITAL MEMPHIS, TNGENERAL$2,000
THE SALVATION ARMY TAMPA TAMPA, FLGENERAL$750
TUNNEL TO TOWERS FOUNDATION STATEN ISLAND, NYGENERAL$500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2025 IRS filing

From 2025 filing

NameTitleHoursCompensation
JOHN LUNDTRUSTEE1
SUSAN LUNDTRUSTEE1
ROBERT LUNDTRUSTEE1

Frequently Asked Questions

Where does Roger & Ruth Lund Charitable Trust operate?

Roger & Ruth Lund Charitable Trust has awarded grants in Florida, Iowa, Illinois, New York, Pennsylvania, Tennessee.

What size grants does Roger & Ruth Lund Charitable Trust award?

In 2025, Roger & Ruth Lund Charitable Trust awarded 12 grants totaling $18K — an average of about $1K per grant, based on its IRS Form 990 filings.

What is Roger & Ruth Lund Charitable Trust's EIN?

Roger & Ruth Lund Charitable Trust's EIN (Employer Identification Number) is 42-6075822. IRS Form 990 filing data is available on this page for 2020–2025.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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