Roger & Ruth Lund Charitable Trust | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Roger & Ruth Lund Charitable Trust. Data shown is extracted from Form 990-PF filings.
EIN: 42-6075822
Foundation Overview
Based in Worcester, MA, Roger & Ruth Lund Charitable Trust has awarded 128 grants totaling $177,390 to organizations in New York, Florida and 3 other states across the US. Individual grants range from $100 to $8,000, with a median award of $1,000.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
2 of 20 recipients (10%) were new grantees. Foundation maintains tight relationships with established partners. New applicants rarely succeed without insider connections.
Geographic Focus
48% of grants are awarded in Iowa, with additional funding distributed across 4 other locations. The foundation balances regional focus with broader geographic diversity. Within Iowa, funding concentrates in Des Moines (20%), West Des Moines (18%), Johnston (16%).
Funding Trajectory
Stable funding levels with 0% change over 7 years indicate consistent grant-making capacity and predictable philanthropic resources. This stability suggests reliable ongoing funding opportunities.
Program Areas
Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Roger & Ruth Lund Charitable Trust's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Alzheimers Foundation Of America | $2,000 | New York, NY, US | General | 2023 |
| American Cancer Society | $1,000 | Tampa, FL, US | General | 2023 |
| American Red Cross | $1,000 | Johnston, IA, US | General | 2023 |
| Humane Society Of Pinellas Co | $500 | Clearwater, FL, US | General | 2023 |
| Iowa State University | $6,500 | Ames, IA, US | General | 2023 |
| Morton Plant Mease Foundation | $3,000 | Clearwater, FL, US | General | 2023 |
| Nativity Bvm High School | $1,000 | Pottsville, PA, US | General | 2023 |
| Puppy Jake Foundation | $500 | Des Moines, IA, US | General | 2023 |
| Saint Jude Hospital | $2,000 | Memphis, TN, US | General | 2023 |
| Wesley Life Foundation | $1,000 | West Des Moines, IA, US | General | 2023 |
| Alzheimers Foundation Of America | $2,000 | New York, NY, US | General | 2023 |
| American Cancer Society | $1,000 | Tampa, FL, US | General | 2023 |
| American Red Cross | $1,000 | Johnston, IA, US | General | 2023 |
| Humane Society Of Pinellas Co | $500 | Clearwater, FL, US | General | 2023 |
| Iowa State University | $6,500 | Ames, IA, US | General | 2023 |
| Morton Plant Mease Foundation | $3,000 | Clearwater, FL, US | General | 2023 |
| Nativity Bvm High School | $1,000 | Pottsville, PA, US | General | 2023 |
| Puppy Jake Foundation | $500 | Des Moines, IA, US | General | 2023 |
| Saint Jude Hospital | $2,000 | Memphis, TN, US | General | 2023 |
| Wesley Life Foundation | $1,000 | West Des Moines, IA, US | General | 2023 |
| Alzheimers Foundation Of America | $1,000 | New York, NY, US | General | 2022 |
| American Cancer Society | $1,000 | Tampa, FL, US | General | 2022 |
| American Red Cross | $1,000 | Johnston, IA, US | General | 2022 |
| Assumption Blessed Virgin Mary School | $1,500 | Granger, IA, US | General | 2022 |
| Humane Society Of Pinellas Co | $250 | Clearwater, FL, US | General | 2022 |
| Iowa State University | $2,000 | Ames, IA, US | General | 2022 |
| Morton Plant Mease Foundation | $3,000 | Clearwater, FL, US | General | 2022 |
| Nativity Bvm High School | $1,500 | Pottsville, PA, US | General | 2022 |
| Puppy Jake Foundation | $500 | Des Moines, IA, US | General | 2022 |
| Saint Jude Hospital | $2,000 | Memphis, TN, US | General | 2022 |
| The Salvation Army Tampa | $1,000 | Tampa, FL, US | General | 2022 |
| University Of Iowa Foundation | $1,000 | Iowa City, IA, US | General | 2022 |
| Wesley Life Meals On Wheels | $1,000 | West Des Moines, IA, US | General | 2022 |
| Alzheimers Foundation Of America | $1,000 | New York, NY, US | General | 2022 |
| American Cancer Society | $1,000 | Tampa, FL, US | General | 2022 |
| American Red Cross | $1,000 | Johnston, IA, US | General | 2022 |
| Assumption Blessed Virgin Mary School | $1,500 | Granger, IA, US | General | 2022 |
| Humane Society Of Pinellas Co | $250 | Clearwater, FL, US | General | 2022 |
| Iowa State University | $2,000 | Ames, IA, US | General | 2022 |
| Morton Plant Mease Foundation | $3,000 | Clearwater, FL, US | General | 2022 |
| Nativity Bvm High School | $1,500 | Pottsville, PA, US | General | 2022 |
| Puppy Jake Foundation | $500 | Des Moines, IA, US | General | 2022 |
| Saint Jude Hospital | $2,000 | Memphis, TN, US | General | 2022 |
| The Salvation Army Tampa | $1,000 | Tampa, FL, US | General | 2022 |
| University Of Iowa Foundation | $1,000 | Iowa City, IA, US | General | 2022 |
| Wesley Life Meals On Wheels | $1,000 | West Des Moines, IA, US | General | 2022 |
| Alzheimers Foundation Of America | $1,000 | New York, NY, US | General | 2022 |
| American Cancer Society | $1,000 | Tampa, FL, US | General | 2022 |
| American Red Cross | $1,000 | Johnston, IA, US | General | 2022 |
| Assumption Blessed Virgin Mary School | $1,500 | Granger, IA, US | General | 2022 |
| Humane Society Of Pinellas Co | $250 | Clearwater, FL, US | General | 2022 |
| Iowa State University | $2,000 | Ames, IA, US | General | 2022 |
| Morton Plant Mease Foundation | $3,000 | Clearwater, FL, US | General | 2022 |
| Nativity Bvm High School | $1,500 | Pottsville, PA, US | General | 2022 |
| Puppy Jake Foundation | $500 | Des Moines, IA, US | General | 2022 |
| Saint Jude Hospital | $2,000 | Memphis, TN, US | General | 2022 |
| The Salvation Army Tampa | $1,000 | Tampa, FL, US | General | 2022 |
| University Of Iowa Foundation | $1,000 | Iowa City, IA, US | General | 2022 |
| Wesley Life Meals On Wheels | $1,000 | West Des Moines, IA, US | General | 2022 |
| Above And Beyond Cancer | $750 | Des Moines, IA, US | General | 2021 |
| Alzheimers Foundation Of America | $1,000 | New York, NY, US | General | 2021 |
| American Cancer Society | $1,000 | Tampa, FL, US | General | 2021 |
| American Red Cross | $2,000 | Johnston, IA, US | General | 2021 |
| Assumption Blessed Virgin Mary School | $1,000 | Granger, IA, US | General | 2021 |
| Humane Society Of Pinellas Co | $250 | Clearwater, FL, US | General | 2021 |
| Morton Plant Mease Foundation | $3,000 | Clearwater, FL, US | General | 2021 |
| Puppy Jake Foundation | $500 | Des Moines, IA, US | General | 2021 |
| Saint Jude Hospital | $1,000 | Memphis, TN, US | General | 2021 |
| The Salvation Army Tampa | $2,000 | Tampa, FL, US | General | 2021 |
| University Of Iowa Foundation | $2,000 | Iowa City, IA, US | General | 2021 |
| Wesley Life Meals On Wheels | $1,000 | West Des Moines, IA, US | General | 2021 |
| Nativity Bvm High School | $1,000 | Pottsville, PA, US | General | 2021 |
| Above And Beyond Cancer | $750 | Des Moines, IA, US | General | 2020 |
| Alzheimers Foundation Of America | $1,000 | New York, NY, US | General | 2020 |
| American Cancer Society | $1,000 | Tampa, FL, US | General | 2020 |
| American Red Cross | $2,000 | Johnston, IA, US | General | 2020 |
| Assumption Blessed Virgin Mary School | $2,100 | Granger, IA, US | General | 2020 |
| Dowling Catholic High School | $2,000 | West Des Moines, IA, US | General | 2020 |
| Humane Society Of Pinellas Co | $250 | Clearwater, FL, US | General | 2020 |
| Morton Plant Mease Foundation | $3,000 | Clearwater, FL, US | General | 2020 |
| Puppy Jake Foundation | $500 | Des Moines, IA, US | General | 2020 |
| Saint Jude Hospital | $1,000 | Memphis, TN, US | General | 2020 |
| The Salvation Army Tampa | $2,000 | Tampa, FL, US | General | 2020 |
| Van Meter Baptist Church | $1,000 | Van Meter, IA, US | General | 2020 |
| Wesley Life Meals On Wheels | $1,000 | West Des Moines, IA, US | General | 2020 |
| Alzheimers Foundation Of America | $1,000 | New York, NY, US | General | 2018 |
| American Cancer Society | $1,000 | Tampa, FL, US | General | 2018 |
| American Red Cross | $500 | Johnston, IA, US | General | 2018 |
| Assumption Blessed Virgin Mary School | $1,100 | Granger, IA, US | General | 2018 |
| Humane Society Of Pinellas Co | $250 | Clearwater, FL, US | General | 2018 |
| Iowa State University | $8,000 | Ames, IA, US | General | 2018 |
| Moffitt Cancer Center | $1,000 | Tampa, FL, US | General | 2018 |
| Morton Plant Mease Foundation | $1,000 | Clearwater, FL, US | General | 2018 |
| Puppy Jake Foundation | $400 | Des Moines, IA, US | General | 2018 |
| Saint Jude Hospital | $1,000 | Memphis, TN, US | General | 2018 |
| The Salvation Army Tampa | $250 | Tampa, FL, US | General | 2018 |
| University Of Iowa Foundation | $2,000 | Iowa City, IA, US | General | 2018 |
| Wesley Life Meals On Wheels | $400 | West Des Moines, IA, US | General | 2018 |
| Assumption Catholic Church | $100 | Granger, IA, US | General | 2018 |
| The Priests' Aid Society Inc | $1,000 | Newton, IA, US | General | 2018 |
| Alzheimers Foundation Of America | $1,000 | New York, NY, US | General | 2017 |
| American Cancer Society | $1,000 | Tampa, FL, US | General | 2017 |
| American Red Cross | $500 | Johnston, IA, US | General | 2017 |
| Assumption Blessed Virgin Mary School | $1,040 | Granger, IA, US | General | 2017 |
| First United Methodist Church Ottumwa | $500 | Ottumwa, IA, US | General | 2017 |
| Humane Society Of Pinellas Co | $250 | Clearwater, FL, US | General | 2017 |
| Iowa State University | $8,000 | Ames, IA, US | General | 2017 |
| Moffitt Cancer Center | $1,000 | Tampa, FL, US | General | 2017 |
| Morton Plant Mease Foundation | $1,000 | Clearwater, FL, US | General | 2017 |
| Puppy Jake Foundation | $400 | Des Moines, IA, US | General | 2017 |
| Saint John Vianney Church | $2,000 | Bettendorf, IA, US | General | 2017 |
| Saint Jude Hospital | $1,000 | Memphis, TN, US | General | 2017 |
| The Salvation Army Tampa | $250 | Tampa, FL, US | General | 2017 |
| Wesley Life Meals On Wheels | $400 | West Des Moines, IA, US | General | 2017 |
| Urbandale Food Pantry | $200 | Urbandale, IA, US | General | 2017 |
| Alzheimers Foundation Of America | $1,000 | New York, NY, US | General | 2016 |
| American Cancer Society | $1,000 | Tampa, FL, US | General | 2016 |
| American Red Cross | $500 | Johnston, IA, US | General | 2016 |
| Humane Society Of Pinellas Co | $500 | Clearwater, FL, US | General | 2016 |
| Iowa State University | $8,000 | Ames, IA, US | General | 2016 |
| Moffitt Cancer Center | $1,000 | Tampa, FL, US | General | 2016 |
| Morton Plant Mease Foundation | $1,000 | Clearwater, FL, US | General | 2016 |
| Saint John Vianney Church | $2,000 | Bettendorf, IA, US | General | 2016 |
| Saint Jude Hospital | $1,000 | Memphis, TN, US | General | 2016 |
| The Salvation Army Tampa | $500 | Tampa, FL, US | General | 2016 |
| Wesley Life Meals On Wheels | $500 | West Des Moines, IA, US | General | 2016 |
| Puppy Jake Foundation | $500 | Des Moines, IA, US | General | 2016 |
| Assumption Blessed Virgin Mary School | $1,000 | Granger, IA, US | General | 2016 |
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Contact Information
Official contact details for Roger & Ruth Lund Charitable Trust as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 42-6075822 |
| Website | N/A |
| Address | 306 MAIN STREET STE 400 Worcester, MA 01608-1550 |
Key People (3)
Board members, trustees, and key staff who oversee Roger & Ruth Lund Charitable Trust's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | John Lund |
|---|---|
| Trustee | Susan Lund |
| Trustee | Robert Lund |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Roger & Ruth Lund Charitable Trust is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
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