Also known as: C/O GREENBERGROSENBLATTKULL & BITSOLI
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Roger A & Ruth Lund Charitable Trust C/O Greenberg Rosenblatt & A is a private trust based in WORCESTER, MA. The foundation received its IRS ruling in 1964. The principal officer is Greenberg Rosenblat Kull & Bitsol. It holds total assets of $206K. Annual income is reported at $21K. The foundation is governed by 3 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2017 to 2023. The foundation primarily funds organizations in Iowa and Florida. According to available records, Roger A & Ruth Lund Charitable Trust C/O Greenberg Rosenblatt & A has made 26 grants totaling $34K, with a median grant of $1K. Individual grants have ranged from $250 to $3K, with an average award of $1K. The foundation has supported 13 unique organizations. The foundation primarily supports organizations in Iowa, Florida, Tennessee, which account for 85% of all grants. Grantmaking reaches organizations across 5 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$250
Median Grant
$1K
Average Grant
$1K
Largest Grant
$3K
Based on 13 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Roger A & Ruth Lund Charitable Trust C/O Greenberg Rosenblatt & A is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 26 grants. Its grantmaking reaches organizations primarily in IA, FL, TN.
Roger A & Ruth Lund Charitable Trust C/O Greenberg Rosenblatt & A has distributed a total of $34K across 26 grants. The median grant size is $1K, with an average of $1K. Individual grants have ranged from $250 to $3K.
Roger A & Ruth Lund Charitable Trust C/O Greenberg Rosenblatt & A typically selects its grantees rather than accepting unsolicited proposals.
Roger A & Ruth Lund Charitable Trust C/O Greenberg Rosenblatt & A is headquartered in WORCESTER, MA. While based in MA, the foundation distributes grants to organizations across 5 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Robert Lund | TRUSTEE | $0 | $0 | N/A |
| Susan Lund | TRUSTEE | $0 | $0 | N/A |
| John Lund | TRUSTEE | $0 | $0 | N/A |
Total Giving
$18K
Total Assets
$213K
Fair Market Value
$356K
Net Worth
$213K
Grants Paid
$17K
Contributions
N/A
Net Investment Income
$13K
Distribution Amount
$18K
Total: $122K
Total Grants
26
Total Giving
$34K
Average Grant
$1K
Median Grant
$1K
Unique Recipients
13
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| American Cancer SocietyGENERAL | Tampa, FL | $1K | 2023 |
| Morton Plant Mease FoundationGENERAL | Clearwater, FL | $3K | 2023 |
| Iowa State UniversityGENERAL | Ames, IA | $2K | 2023 |
| Saint Jude HospitalGENERAL | Memphis, TN | $2K | 2023 |
| Nativity Bvm High SchoolGENERAL | Pottsville, PA | $2K | 2023 |
| Assumption Blessed Virgin Mary SchoolGENERAL | Granger, IA | $2K | 2023 |
| Alzheimers Foundation Of AmericaGENERAL | New York, NY | $1K | 2023 |
| American Red CrossGENERAL | Johnston, IA | $1K | 2023 |
| The Salvation Army TampaGENERAL | Tampa, FL | $1K | 2023 |
| University Of Iowa FoundationGENERAL | Iowa City, IA | $1K | 2023 |
| Wesley Life Meals On WheelsGENERAL | West Des Moines, IA | $1K | 2023 |
| Puppy Jake FoundationGENERAL | Des Moines, IA | $500 | 2023 |
| Humane Society Of Pinellas CoGENERAL | Clearwater, FL | $250 | 2023 |