The Niels a Lundgard and Ruth Lundgard

CINCINNATI, OH EIN: 31-6678858

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.

Financial Overview

From 2023 IRS Form 990-PF · View filing

Total Assets

—

-100.0% YoY

Annual Giving

$1.2M

-61.3% YoY

Grant Count

-16.7% YoY

Avg Grant Size

$236K

-53.6% YoY

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.

About The Niels a Lundgard and Ruth Lundgard

Based on IRS filings

Focus Areas

Education Health Human services

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Ohio $3.7M (81%)

New York $836K (18%)

District of Columbia $10K (0%)

States

District of Columbia New York Ohio

Cities

DaytonPiquaTroyWashingtonWest Nyack

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2023	2022	2021
Total Assets	—	$1,179,374	$3,624,455
Revenue	$1,392	$641,121	$385,485
Expenses	$1,180,765	$3,086,842	$207,782
Qualifying Distributions	$1,180,178	$3,054,488	$173,788
Net Investment Income	—	$344,250	$330,712
Distributable Amount	$12,102	$156,140	$209,077

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2023

Grant Size Distribution

24 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2023 grants, the largest include The Salvation Army ($235,918), Piqua Education Foundation ($235,918), Piqua Community Foundation ($235,918).

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

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2023 IRS filing

From 2023 filing

Name	Title	Hours	Compensation
FIFTH THIRD BANK N A	TRUSTEE	1	—

Subject Areas

Focus areas based on grantmaking activity

Education Health Human services

Frequently Asked Questions

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. It holds — in total assets as of 2023.

Where does The Niels a Lundgard and Ruth Lundgard operate?

The Niels a Lundgard and Ruth Lundgard has awarded grants in District of Columbia, New York, Ohio.

What size grants does The Niels a Lundgard and Ruth Lundgard award?

In 2023, The Niels a Lundgard and Ruth Lundgard awarded 5 grants totaling $1.2M — an average of about $236K per grant, based on its IRS Form 990 filings.

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.