Roger & Ruth Lund Charitable Trust
The Roger & Ruth Lund Charitable Trust is a private foundation based in Worcester, Massachusetts. Its 2026 filing reports 13 grants totaling $17,500, including support for charitable organizations in several states.
Roger & Ruth Lund Charitable Trust at a glance
In short: Roger & Ruth Lund Charitable Trust gave $18K across 13 grants in 2026 (avg $1K), top state Iowa. 8% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $17,500
- +0.0% vs 2025
- Grants made (2026)
- 13
- +8.3% vs 2025
- Average grant
- $1,346
- -7.7% vs 2025
- Median grant
- $500
- Total assets
- $201,805
- -2.2% vs 2025
- New grantees (estimate)
- 8% first-time grantees (1 of 13, 2026; small sample)
- Primary geography
- Iowa (45% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Roger & Ruth Lund Charitable Trust
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: 306 Main Street Ste 400, Worcester, MA 01615-0034
Phone: (508) 791-0901
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Roger & Ruth Lund Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Iowa State University Foundation ($6K). Together the top 10 received $16K.
Grant Size Distribution
61 grants across all recorded years
The most common grant size was under $50K: 61 grants of 61 (100%).
Geographic Focus
Where this funder awards grants
The reported 2026 grant dollars went to recipients in Iowa (45%), Florida (29%), Illinois (11%), Tennessee (11%), and New York (3%). These percentages are as reported and may not sum to 100% due to rounding.
Grant Distribution by State
Share of 2026 grant dollars across all 13 itemized grants.
Cities
Is Roger & Ruth Lund Charitable Trust open to new grantees?
8%
first-time grantees, 2026
In 2026, 1 of 13 grantees (8%) were first-time recipients. With only 13 grantees, that is a small sample: one grantee more or less moves the share by about 8 points. First grants averaged $200; repeat grants $1K. How we count
Medians: $200 first-time, $575 repeat.
- 77% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+4%). Method
- In 2026 it paid out 93% 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 (2020–2026). 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 2026, annual grant giving ranged from $17K (2022) to $19K (2024). In 2026 it made 13 grants totaling $18K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Iowa State University Foundation Ames, IA | General | $6,000 |
| Morton Plant Mease Foundation Clearwater, FL | General | $3,000 |
| Alzheimers Association Chicago, IL | General | $2,000 |
| Saint Jude Hospital Memphis, TN | General | $2,000 |
| American Red Cross Johnston, IA | General | $650 |
| Humane Society of Pinellas CO Clearwater, FL | General | $650 |
| American Cancer Society Tampa, FL | General | $500 |
| Puppy Jake Foundation Des Moines, IA | General | $500 |
| The Salvation Army Tampa Tampa, FL | General | $500 |
| Tunnel to Towers Foundation Staten Island, NY | General | $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 |
|---|---|---|---|---|---|---|---|---|
| 2026 | $201,805 | $16,348 | $20,841 | $17,500 | 13 | $17,500 | $13,231 | $18,874 |
| 2025 | $206,298 | $15,921 | $17,791 | $17,500 | 12 | $17,500 | $16,117 | $18,067 |
| 2024 | $208,168 | $14,930 | $20,212 | $18,500 | 10 | $18,500 | $13,831 | $17,501 |
| 2023 | $213,450 | $14,007 | $18,333 | $16,750 | 13 | $16,750 | $12,581 | $18,029 |
| 2022 | $217,776 | $12,539 | $17,979 | $16,500 | 13 | $16,500 | $11,269 | $17,857 |
| 2021 | $223,216 | $15,646 | $18,890 | $17,600 | 13 | — | $14,586 | $15,558 |
| 2020 | $226,460 | $12,559 | $18,576 | $17,400 | 13 | — | $11,492 | $17,197 |
Under IRS private-foundation payout rules, Roger & Ruth Lund Charitable Trust reported a distributable amount of $19K for 2026 — 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 reported 2026 grantees include organizations working in areas such as veterans’ services, service dogs, health, disaster relief, animal welfare, and social services. For example, Wounded Warrior Project describes its work as supporting the well-being of post-9/11 veterans, active-duty service members, and their families. Puppy Jake Foundation describes its work as providing trained service dogs to military veterans. Hope Ministries describes its work as providing meals, shelter, and life-recovery support to people experiencing homelessness, hunger, abuse, or addiction in Iowa.
Grantmaking
In 2026, the foundation reported 13 grants totaling $17,500. Grant amounts ranged from $200 to $6,000, with a median grant of $500.
Reported 2026 grants included $6,000 to Iowa State University Foundation, $3,000 to Morton Plant Mease Foundation, $2,000 each to Alzheimer’s Association and Saint Jude Hospital, and $650 each to American Red Cross and Humane Society of Pinellas Co. Other reported grants included $500 each to American Cancer Society, Puppy Jake Foundation, The Salvation Army Tampa, Tunnel to Towers Foundation, Wesley Life Foundation, and Wounded Warrior Project. Hope Ministries also received $200 in 2026.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists John Lund, Susan Lund, and Robert Lund as trustees.
Roger & Ruth Lund Charitable Trust's 2026 filing lists 3 officers; none of the 3 officers listed in 2026 report compensation.
Officers on the 2026 filing
John Lund
Trustee
On filings since 2020
1 hr/week
No compensation reported
Robert Lund
Trustee
On filings since 2020
1 hr/week
No compensation reported
Susan Lund
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Roger & Ruth Lund Charitable Trust
How much does Roger & Ruth Lund Charitable Trust give each year?
Roger & Ruth Lund Charitable Trust gave $18K across 13 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $18K across 12 grants.
What is Roger & Ruth Lund Charitable Trust's typical grant size?
Roger & Ruth Lund Charitable Trust's median grant in 2026 was $500, and its average grant was $1,346, across 13 grants on its 2026 IRS Form 990-PF. Organizations receiving their first grant from Roger & Ruth Lund Charitable Trust that year got $200 on average.
Where does Roger & Ruth Lund Charitable Trust give grants?
Roger & Ruth Lund Charitable Trust's top state is Iowa, with 45% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were Florida (29%) and Illinois (11%). The most frequent recipient cities were Clearwater, FL (2 grants), Tampa, FL (2 grants) and Des Moines, IA (2 grants).
Does Roger & Ruth Lund Charitable Trust give general operating support?
Yes: 100% of Roger & Ruth Lund Charitable Trust's 2026 grants with a stated purpose (13 of 13) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Roger & Ruth Lund Charitable Trust's largest grantees?
Roger & Ruth Lund Charitable Trust's largest 2026 grantees include Iowa State University Foundation ($6,000), Morton Plant Mease Foundation ($3,000) and Alzheimers Association ($2,000), according to its 2026 IRS Form 990-PF. Together they received 63% of its itemized 2026 grant dollars.
How large is Roger & Ruth Lund Charitable Trust?
Roger & Ruth Lund Charitable Trust reported $202K in total assets on its 2026 IRS Form 990-PF. It paid out $18K in qualifying distributions that year, against a required minimum of $19K (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 Roger & Ruth Lund Charitable Trust fund?
No mission statement for the foundation is provided. Its reported 2026 grantees include organizations working in areas such as veterans’ services, service dogs, health, disaster relief, animal welfare, and social services. See mission & focus areas ↑
How do I apply for a grant from Roger & Ruth Lund Charitable Trust?
The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2026.
Does Roger & Ruth Lund Charitable Trust accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 3, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS July 14, 2021)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS June 24, 2022)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS June 26, 2023)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 15, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 9, 2025)
- Added Form 990-PF for fiscal year 2026 (received by the IRS May 5, 2026)
- IRS filings on file for fiscal years 2020–2025
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