The Niels a Lundgard and Ruth Lundgard
The Niels a Lundgard and Ruth Lundgard is a private foundation focused on Education, based in Cincinnati, OH. IRS filing data is available from 2020 through 2023. In 2023, it awarded 5 grants totaling $1.2M.
The Niels a Lundgard and Ruth Lundgard at a glance
In short: The Niels a Lundgard and Ruth Lundgard gave $1.2M across 5 grants in 2023 (avg $236K), mostly in Ohio. Source: 2023 IRS Form 990-PF.
- Annual giving (2023)
- $1,179,590
- -61.3% vs 2022
- Grants made (2023)
- 5
- -16.7% vs 2022
- Average grant
- $235,918
- -53.6% vs 2022
- Median grant
- $235,918
- Primary geography
- Ohio (80% of itemized 2023 grant dollars)
- Latest 990 filing
- Form 990-PF, 2023 View filing
Data from IRS Form 990-PF, 2023; updated September 2026.
Who The Niels a Lundgard and Ruth Lundgard funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2023
The largest 2023 recipient was The Salvation Army ($236K). Together the top 5 received $1.2M.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 10 grants of 24 (42%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2023 grant dollars across all 5 itemized grants.
Cities
How The Niels a Lundgard and Ruth Lundgard gives
- Giving grew 686% from 2020 to 2023. Method
- In 2023 it paid out well above its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2023, annual grant giving ranged from $150K (2020) to $3.0M (2022). In 2023 it made 5 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| The Salvation Army West Nyack, NY | Annual Fund | $235,918 |
| Piqua Education Foundation Piqua, OH | Annual Fund | $235,918 |
| Piqua Community Foundation Piqua, OH | Annual Fund | $235,918 |
| St Pauls Evangelical & Reformed Church Piqua, OH | Annual Fund | $235,918 |
| American Natl Red Cross Troy, OH | Annual Fund | $235,918 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2023 | — | $1,392 | $1,180,765 | $1,179,590 | 5 | $1,180,178 | — | $12,102 |
| 2022 | $1,179,374 | $641,121 | $3,086,842 | $3,050,000 | 6 | $3,054,488 | $344,250 | $156,140 |
| 2021 | $3,624,455 | $385,485 | $207,782 | $173,000 | 7 | $173,788 | $330,712 | $209,077 |
| 2020 | $3,446,083 | $174,381 | $224,318 | $150,000 | 6 | — | $145,064 | $177,209 |
Under IRS private-foundation payout rules, The Niels a Lundgard and Ruth Lundgard reported a distributable amount of $12K for 2023 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Niels a Lundgard and Ruth Lundgard's only listed officer is Fifth Third Bank N A, Trustee on every filing since 2020 (uncompensated).
Officers on the 2023 filing
Fifth Third Bank N A
Trustee
On filings since 2020
1 hr/week
$27K (2020) → $0 (2023)
Data from IRS Form 990 filings, 2020–2023. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
The highest reported compensation on the 2022 filing was $25K, to Fifth Third Bank N a (Trustee).
Frequently asked questions about The Niels a Lundgard and Ruth Lundgard
How much does The Niels a Lundgard and Ruth Lundgard give each year?
The Niels a Lundgard and Ruth Lundgard gave $1.2M across 5 grants in 2023, according to its 2023 IRS Form 990-PF. In 2022 it gave $3.0M across 6 grants.
What is The Niels a Lundgard and Ruth Lundgard's typical grant size?
The Niels a Lundgard and Ruth Lundgard's median grant in 2023 was $235,918, and its average grant was $235,918, across 5 grants on its 2023 IRS Form 990-PF.
Where does The Niels a Lundgard and Ruth Lundgard give grants?
The Niels a Lundgard and Ruth Lundgard gives mostly in Ohio: 80% of the grant dollars itemized on its 2023 IRS Form 990-PF went to recipients there. The next largest state was New York (20%). The most frequent recipient cities were Piqua, OH (3 grants).
Does The Niels a Lundgard and Ruth Lundgard give general operating support?
Yes: 100% of The Niels a Lundgard and Ruth Lundgard's 2023 grants with a stated purpose (5 of 5) were for general or operating support, per its 2023 IRS Form 990-PF.
Who are The Niels a Lundgard and Ruth Lundgard's largest grantees?
The Niels a Lundgard and Ruth Lundgard's largest 2023 grantees include The Salvation Army ($235,918), Piqua Education Foundation ($235,918) and Piqua Community Foundation ($235,918), according to its 2023 IRS Form 990-PF. Together they received 60% of its itemized 2023 grant dollars.
What is The Niels a Lundgard and Ruth Lundgard?
The Niels a Lundgard and Ruth Lundgard is a private foundation focused on Education, based in Cincinnati, OH.
How much is The Niels a Lundgard and Ruth Lundgard required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2023, The Niels a Lundgard and Ruth Lundgard reported a distributable amount of $12K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is The Niels a Lundgard and Ruth Lundgard's EIN?
The Niels a Lundgard and Ruth Lundgard's EIN (Employer Identification Number) is 31-6678858. IRS Form 990 filing data is available on this page for 2020–2023.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 11, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 10, 2022)
- IRS filings on file for fiscal years 2020–2023
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