Russell T Lund Charitable Trust

MILWAUKEE, WI EIN: 41-6015851

Russell T Lund Charitable Trust is a private independent foundation based in Milwaukee, Wisconsin. Established in 1952, the organization holds 501(c)(3) tax-exempt status and operates as a grantmaking foundation.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

Annual Giving

$96K

-32.2% YoY

Grant Count

42

-2.3% YoY

Avg Grant Size

$2K

-30.6% YoY

Research compiled by Grantable AI from public sources. Last updated April 2026.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

ALBUQUERQUEAPPLE VALLEYATLANTABELLE PLAINEBLOOMINGTONBURNSVILLECHANHASSENCHARLOTTECHASKACOTTAGE GROVEEAGANEDEN PRAIRIEEDINAENCINOEXCELSIORFALCON HEIGHTSFARMINGTONGOLDEN VALLEYHOPKINSLAKE MILLS

Financial History

Multi-year comparison from IRS filings

As of December 2024:

  • Total Assets: $1,743,998
  • Annual Revenue: $94,504
  • Annual Expenses: $126,662
  • Net Income: -$32,158
  • Total Liabilities: $0

The foundation's expenses exceeded revenue in 2024, resulting in a net loss of $32,158. The organization maintains modest annual revenue relative to its asset base.

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$0.275$0.55$0.8250000000000001$1.120202021202220232024
Metric202420232022
Total Assets
Revenue
Expenses
Qualifying Distributions
Net Investment Income
Distributable Amount

Giving Over Time

Total grant dollars and number of grants per year

$0$136K$272K$408K$544K46 grants202051 grants202136 grants202243 grants202342 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

OPEN ARMS OF MINNESOTA$10KMINNESOTA MILITARY FAMIL…$10KHABITAT FOR HUMANITY$10KSECOND HARVEST HEARTLAND$5KPACER CENTER$4KRISE EARLY LEARNING CENTER$3KEDINA GIVE AND GO$3KLIFEWORKS SERVICES INC$3KPARTNERSHIP RESOURCES INC$2KTHE MINNEAPOLIS FOUNDATION$2K

Grant Size Distribution

217 grants across all recorded years

212<$50K3$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Open Arms of Minnesota ($10,000), Minnesota Military Family Foundation ($10,000), Habitat for Humanity ($10,000).

RecipientPurposeAmount
THE MINNEAPOLIS FOUNDATION MINNEAPOLIS, MNGENERAL OPERATING$1,500
SECOND HARVEST HEARTLAND ST PAUL, MNGENERAL OPERATING$5,000
PROJECT SOAR EXCELSIOR, MNGENERAL OPERATING$1,500
OPEN ARMS OF MINNESOTA MINNEAPOLIS, MNGENERAL OPERATING$10,000
LAKE MILLS FIRE FIGHTERS ASSN LAKE MILLS, IAGENERAL OPERATING$1,500
SOJOURNER PROJECT INC (WESTERN SUBURBS) HOPKINS, MNGENERAL OPERATING$1,500
OPEN HANDS FOUNDATIONHOPE HOUSE EXCELSIOR, MNGENERAL OPERATING$1,500
OAK POINT ELEMENTARY SCHOOL EDEN PRAIRIE, MNGENERAL OPERATING$1,500
360 COMMUNITIES-APPLE VALLEY FOOD SHELF APPLE VALLEY, MNGENERAL OPERATING$1,500
GIRLS IN AVIATION SAINT MICHAEL, MNGENERAL OPERATING$1,500

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

US BANK NATRUSTEE$27K

From 2024 filing

NameTitleHoursCompensation
US BANK NATRUSTEE1$27,321

Contact Information

Mailing Address: PO Box 634 Milwaukee, WI 53201

EIN: 41-6015851


Note: The foundation has not publicly provided a detailed mission statement or specific information about funding priorities, geographic focus areas, grant sizes, or application procedures. Grant professionals seeking to apply should contact the foundation directly for current grantmaking guidelines and priorities.

Frequently Asked Questions

What size grants does Russell T Lund Charitable Trust award?

In 2024, Russell T Lund Charitable Trust awarded 42 grants totaling $96K — an average of about $2K per grant, based on its IRS Form 990 filings.

What is Russell T Lund Charitable Trust's EIN?

Russell T Lund Charitable Trust's EIN (Employer Identification Number) is 41-6015851. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Russell T Lund Charitable Trust's focus areas in our free grants database

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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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