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· 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 FY2026still arriving
13
Grants FY2026still arriving
5
States reached
$6k
Largest
01What you fund
01100% classified

What you funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year — across FY20172026.

Education$75kHealth$41kEnvironment$22kHuman Services$10kPublic Safety & Disaster$9kAnimals$9kReligion$7kFood & Nutrition$5k
02FY2026 · 13 grants

Where the money goes

Your grants by size, and where they go.

$500
Median grant
5
States reached
$202k
Total assets
Largest grants
RecipientAmount
IOWA STATE UNIVERSITY FOUNDATION$6,000
MORTON PLANT MEASE FOUNDATION$3,000
SAINT JUDE HOSPITAL$2,000
ALZHEIMERS ASSOCIATION$2,000
AMERICAN RED CROSS$650
HUMANE SOCIETY OF PINELLAS CO$650
THE SALVATION ARMY TAMPA$500
AMERICAN CANCER SOCIETY$500
WESLEY LIFE FOUNDATION$500
WOUNDED WARRIOR PROJECT$500
PUPPY JAKE FOUNDATION$500
TUNNEL TO TOWERS FOUNDATION$500
HOPE MINISTRIES$200
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–26, $15k) land where the poverty rate runs at 10%, against an area that typically sits at 11%. 7% of those dollars go to grantees based in above-average-need neighborhoods. Your grants skew toward lower-need ZIPs.

area typical 11%WOUNDED WARRIOR PROJECT: $500 → 14%WOUNDED WARRIOR PROJECT: $500 → 14%HOPE MINISTRIES: $200 → 10%AMERICAN RED CROSS: $2k → 10%AMERICAN RED CROSS: $2k → 10%AMERICAN RED CROSS: $1k → 10%AMERICAN RED CROSS: $1k → 10%AMERICAN RED CROSS: $650 → 10%AMERICAN RED CROSS: $500 → 10%AMERICAN RED CROSS: $500 → 10%AMERICAN RED CROSS: $500 → 10%AMERICAN RED CROSS: $500 → 10%AMERICAN RED CROSS: $500 → 10%PUPPY JAKE FOUNDATION: $500 → 10%PUPPY JAKE FOUNDATION: $500 → 10%PUPPY JAKE FOUNDATION: $500 → 10%PUPPY JAKE FOUNDATION: $500 → 10%PUPPY JAKE FOUNDATION: $500 → 10%PUPPY JAKE FOUNDATION: $500 → 10%PUPPY JAKE FOUNDATION: $500 → 10%PUPPY JAKE FOUNDATION: $400 → 10%PUPPY JAKE FOUNDATION: $400 → 10%PUPPY JAKE FOUNDATION: $400 → 10%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

95%of every dollar goes to organizations you’ve funded before.
$169k · 21 repeat orgs$9k to everyone else

21 repeat relationships — 11 still active in FY2026, 10 since wound down; 2 grantees were first funded in FY2026 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

21
5

Total granted

$169k
$3k

Median revenue growth · since first grant

+35%
+413%

Still filing today

48%
20%

New vs renewed · share of each year

In FY2026, 65% of grant dollars renewed an existing relationship; $6k went to new ones.

50%100%’17’18’19’20’21’22’23’24’25’26
RenewedFirst-time

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

’17’18’19’20’21’22’23’24’25’26
HealthHuman ServicesEducationAnimalsPhilanthropyFood & NutritionOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • AF
    ALZHEIMER'S FOUNDATION OF AMERICA INC
    8× · 2017–2025 · $10k · revenue +100%
  • AN
    American National Red Cross & Its Constituent Chapters and Branches
    10× · 2017–2026 · $9k · revenue +46%
  • PJ
    PUPPY JAKE FOUNDATION
    10× · 2017–2026 · $5k · revenue +2%

Funded once

  • VM
    VAN METER BAPTIST CHURCH
    one grant, 2021 · $1k
  • TP
    THE PRIESTS' AID SOCIETY INC
    one grant, 2019 · $1k
  • FU
    FIRST UNITED METHODIST CHURCH OTTUMWA
    one grant, 2018 · $500

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
Federation of State Medical Boards of the United States Inc

The fsmb serves as the voice for state medical boards, supporting them through education, assessment, research and advocacy while providing services and initiatives that promote patient safety, quality health care and regulatory best…

Health
2
Banner Alzheimer's Foundation

Established in 2006, the banner alzheimer's foundation (baf) secures and stewards charitable gifts to advance the mission of banner alzheimer's institute (bai), including groundbreaking research initiatives and pioneering prevention…

Health
3
Air & Space Forces Association

The air & space forces association (afa) is a nonprofit, independent, professional military, and aerospace education association. the association's mission is to promote dominant u.s. air and space forces as the foundation of a strong…

Education
4
Wesley Retirement Services Inc

Guided by christian compassion, wesleylife supports the independence, health, and well-being of older adults wherever they call home. as a non-profit organization, we understand our responsibility and obligation to operate with…

Human Services
5
Allosource

Inspired by the gift of donation from our communities, allosource responsibly provides innovative cellular and tissue allografts to advance patient healing.

Health
6
American Gas Association

American gas association's (the association) mission is to develop and advocate for informed, innovative, and durable policy that fulfills our nation's energy needs, environmental aspirations and economic potential. we are committed to…

7
American Academy of Neurology

The Academy's mission is to enhance member career fulfillment and promote brain health for all.

Community Improvement
8
Alzheimer's Impact Movement

To advance and develop policies to overcome alzheimer's and all other dementia through increased investment in research, enhanced care and improved support.

Health
9
Aarp Foundation

Aarp foundation creates and advances effective solutions to reduce poverty for and with older adults.see schedule oaarp foundation (the "foundation") works for and with vulnerable people over 50 to end senior poverty and reduce financial…

Human Services
10
American Water Works Association

To promote public health, safety, and welfare through the improvement of the quality and quantity of drinking water and the development and furtherance of understanding of the problems relating thereto.

Public Benefit
11
Personal Care Products Council Foundation Inc

The foundation is set up to deliver one program - look good feel better. the mission of this nationwide program is to improve the quality of life of women, men, and teens undergoing cancer treatment by offering advice on how to cope with…

Health
12
Amvets (American Veterans)

Amvets is a veterans service organization whose members, having served or now serving in the u.s. armed forces, are united to uphold and defend the constitution of the united states; to safeguard the principles of freedom, liberty and…

For reference, the grantee most central to the portfolio’s shape is Wounded Warrior Project Inc and the most unlike its peers is Iowa State University Foundation. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

04the grantee network

13 grantees tracked through their own filings, 2017–2026.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172026, not grant rows in a single year — so this will not match the grant count on the cover. 13 of the 28 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
13/13
Grantees still filing
11/13
Grew since you first funded

Where your money sits — by cause, then by grantee

IOWA STATE UNIVERSITY — $46,500 · OtherIOWA STATE UNIVERSITYMORTON PLANT MEASE FOUNDATION — $22,000 · OtherMORTON PLANT MEASE FOUNDATIONSAINT JUDE HOSPITAL — $14,000 · OtherSAINT JUDE HOSPITALASSUMPTION BLESSED VIRGIN MARY SCHOOL — $8,840 · OtherASSUMPTION BLESSED VIRGIN MARY SCHOOLTHE SALVATION ARMY TAMPA — $7,500 · OtherTHE SALVATION ARMY TAMPAUNIVERSITY OF IOWA FOUNDATION — $7,000 · OtherUNIVERSITY OF IOWA FOUNDATIONWESLEY LIFE MEALS ON WHEELS — $5,200 · Other+8 more — $15,600 · Other+8 moreALZHEIMER'S FOUNDATION OF AMERICA INC — $10,000 · HealthALZHEIMER'S FO…AMERICAN CANCER SOCIETY INC — $9,000 · HealthAMERICAN CANCE…ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC — $3,000 · HealthALZHEIMER'S DI…ABOVE AND BEYOND CANCER INC — $1,500 · HealthABOVE AND BEYO…American National Red Cross & Its Constituent Chapters and Branches — $9,150 · Human ServicesAmerican …PUPPY JAKE FOUNDATION — $4,700 · Human ServicesPUPPY JAK…WOUNDED WARRIOR PROJECT INC — $1,000 · Human ServicesWOUNDED W…+1 more — $200 · Human ServicesIOWA STATE UNIVERSITY FOUNDATION — $6,000 · EducationSTEPHEN SILLER TUNNEL TO TOWERS FOUNDATION — $1,000 · EducationHUMANE SOCIETY OF PINELLAS INC — $3,900 · AnimalsWESLEYLIFE FOUNDATION — $1,500 · PhilanthropyURBANDALE FOOD PANTRY — $200 · Food & Nutrition
Other$126,640Health$23,500Human Services$15,050Education$7,000Animals$3,900Philanthropy$1,500Food & Nutrition$200

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$10M$100Mgrantee revenue →↑ your 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 budgetURBANDALE FOOD PANTRY — $200 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

  • Who funds ALZHEIMER'S FOUNDATION OF AMERICA INC
  • Who funds American National Red Cross & Its Constituent Chapters and Branches
  • Who funds AMERICAN CANCER SOCIETY INC
  • Who funds IOWA STATE UNIVERSITY FOUNDATION
  • Who funds PUPPY JAKE FOUNDATION
  • Who funds HUMANE SOCIETY OF PINELLAS INC
  • Who funds ALZHEIMER'S DISEASE & RELATED DISORDERS ASSOCIATION INC
  • Who funds WESLEYLIFE FOUNDATION
  • Who funds ABOVE AND BEYOND CANCER INC
  • Who funds WOUNDED WARRIOR PROJECT INC
  • Who funds STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
  • Who funds HOPE MINISTRIES
  • Who funds URBANDALE FOOD PANTRY

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — 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

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Roger & Ruth Lund Charitable Trust funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 00%0%1%3%5%your share of their income ↑0%3%5%8%10%share of the org’s income from governmentmedian 0%
  • Wounded Warrior Project Inc0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–10%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

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.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 28 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your 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. How we build these →

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

Source object · view filing

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