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Massachusetts · Private foundation

Roger & Ruth Lund Charitable Trust

Its FY2026 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$18k
Granted FY2026(still arriving)
13
Grants FY2026
12
Organizations funded FY2025
17%
First-time grantees FY2025
Read the full brief
Median grant, FY2026
$500
Largest grant, FY2026
$6,000
Organizations funded a year
10 to 15
FY2019 to FY2025
States reached, FY2026
5
Total assets, FY2026
$202k
Applications
Preselected organizations only
Per its most recent filing; check its own site

How open it is to new grantees

In FY2025, 17% of the organizations Roger & Ruth Lund Charitable Trust funded were first-time grantees, receiving 6% of its grant dollars.

New vs renewed · share of each year

In FY2025, 94% of grant dollars renewed an existing relationship; $1k went to new ones.

50%100%’19’20’21’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’19’20’21’22’23’24’25
HealthPhilanthropyHuman ServicesEducationOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2026still arriving13$18k15%
FY202512$18k17%
FY202410$19k10%
FY202313$17k0%
FY202213$17k8%
FY202113$18k15%
FY202013$17k15%
FY201915$19k20%
100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2026.

Education$75kHealth$41kEnvironment$22kHuman Services$10kPublic Safety & Disaster$9kAnimals$9kReligion$7kFood & Nutrition$5k

Top grantees

Largest recipients by total granted, FY2017 to FY2026, and the share of each one’s budget the grants supplied at peak.

Show all 13 grantees

What it could do for these grantees

Plus 15 recipients with no EIN on record ($127k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Roger & Ruth Lund Charitable Trust supplied at peak.

25%50%75%100%$10M$100Mgrantee revenue →↑ funder's share of their budgetAlzheimer's Foundation of America Inc: $10,000 over 8y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $9,150 over 10y, 0.0% of budgetAmerican Cancer Society Inc: $9,000 over 10y, 0.0% of budgetPuppy Jake Foundation: $4,700 over 10y, 0.1% of budgetHumane Society of Pinellas Inc: $3,900 over 10y, 0.0% of budgetAlzheimer's Disease & Related Disorders Association Inc: $3,000 over 2y, 0.0% of budgetWesleylife Foundation: $1,500 over 2y, 0.0% of budgetAbove and Beyond Cancer Inc: $1,500 over 2y, 0.1% of budgetWounded Warrior Project Inc: $1,000 over 2y, 0.0% of budgetUrbandale Food Pantry: $200 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 10.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Meredith Corporation FoundationIA13.6× affinity4 shared granteesties to 9 of 9Hover any node to trace its alignments.Compare side by side →

Open a dossier: Meredith Corporation Foundation · Prairie Meadows Race Track and Casino Inc · Community Fdn of Greater Des Moines F/K/A Greater Des Moines Community Fdn · Arthur J Gallagher Foundation · The Blackbaud Giving Fund · Natl Christian Charitable Fdn Inc · American Online Giving Foundation Inc · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Roger & Ruth Lund Charitable Trust with peer funders

Warm introductions · Powered by PlinthPlus

How do I get to Roger & Ruth Lund Charitable Trust?

Find your warmest path to Roger & Ruth Lund Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

About Roger & Ruth Lund Charitable Trust

How much does Roger & Ruth Lund Charitable Trust give?
Roger & Ruth Lund Charitable Trust reported 13 grants totaling $17,500 in its FY2026 IRS filing. It funded between 10 and 15 organizations a year over FY2019 to FY2025.
What does Roger & Ruth Lund Charitable Trust fund?
By grant dollars over FY2017 to FY2026, its largest causes are Education (42%), Health (23%), Environment (12%).
Who are Roger & Ruth Lund Charitable Trust's largest grantees?
By total granted over FY2017 to FY2026: Alzheimer's Foundation of America Inc ($10k), American National Red Cross & Its Constituent Chapters and Branches ($9k), American Cancer Society Inc ($9k).
Does Roger & Ruth Lund Charitable Trust fund new organizations?
In FY2025, 17% of the organizations it funded were first-time grantees.
Does Roger & Ruth Lund Charitable Trust accept unsolicited applications?
Its most recent filing reports that it funds preselected organizations and does not take unsolicited requests. Check the foundation's own site before ruling it out.
Which funders back the same organizations as Roger & Ruth Lund Charitable Trust?
Its strongest co-funders, measured against what their size predicts, include Meredith Corporation Foundation, Prairie Meadows Race Track and Casino Inc, Community Fdn of Greater Des Moines F/K/A Greater Des Moines Community Fdn.
Where is Roger & Ruth Lund Charitable Trust based?
Roger & Ruth Lund Charitable Trust is based in MA.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 28 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2026, released 2026. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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