The Massachusetts State Capitol
Foundation Lookup

Form 990-PFTax year 2025EIN 42-6075822

Roger & Ruth Lund Charitable Trust

A private foundation in Worcester, MA. Its return for tax year 2025 lists 13 grants and $17,500 paid in grants.

See which foundations fund work like yours Matching by cause, place and grant size

Tax year 2025 (period ending Feb 28, 2026), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.

  • Tax year 2025

    $17,500

    Grants listed
    13
    Assets, end of year
    $201,805

  • Tax year 2024

    $17,500

    Grants listed
    12
    Assets, end of year
    $206,298

  • Tax year 2023

    $18,500

    Grants listed
    10
    Assets, end of year
    $208,168

  • Tax year 2022

    $16,750

    Grants listed
    13
    Assets, end of year
    $213,450

  • Tax year 2021

    $16,500

    Grants listed
    13
    Assets, end of year
    $217,776

  • Tax year 2020

    $17,600

    Grants listed
    13
    Assets, end of year
    $223,216

  • Tax year 2019

    $17,400

    Grants listed
    13
    Assets, end of year
    $226,460

  • Tax year 2018

    $19,000

    Grants listed
    15
    Assets, end of year
    $232,477

Grants paid in 2025

13 grants, largest first

As listed on the return.

  1. Iowa State University FoundationAmes, IA

    General

    $6,000
  2. Morton Plant Mease FoundationClearwater, FL

    General

    $3,000
  3. Alzheimers AssociationChicago, IL

    General

    $2,000
  4. Saint Jude HospitalMemphis, TN

    General

    $2,000
  5. American Red CrossJohnston, IA

    General

    $650
  6. Humane Society of Pinellas CoClearwater, FL

    General

    $650
  7. American Cancer SocietyTampa, FL

    General

    $500
  8. Puppy Jake FoundationUrbandale, IA

    General

    $500
  9. The Salvation Army TampaTampa, FL

    General

    $500
  10. Tunnel to Towers FoundationStaten Island, NY

    General

    $500
  11. Wesley Life FoundationWest Des Moines, IA

    General

    $500
  12. Wounded Warrior ProjectJacksonville, FL

    General

    $500
  13. Hope MinistriesPleasant Hill, IA

    General

    $200

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Education2 grants $6,50067% of the total
  2. Health1 grant $2,00021% of the total
  3. Human services3 grants $1,20012% of the total

By State

Grants to organizations with a US address, latest year.

  1. Iowa5 grants $7,850
  2. Florida5 grants $5,150
  3. Illinois1 grant $2,000
  4. Tennessee1 grant $2,000
  5. New York1 grant $500

Officers, directors and trustees

3 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • John LundTRUSTEE Hours 1Pay $0
  • Susan LundTRUSTEE Hours 1Pay $0
  • Robert LundTRUSTEE Hours 1Pay $0

The return

More foundations

Similar foundations

Same main cause (education), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. George & Mildred Falk Charitable TrustWorcester, MA 7 grants Preselected only $13,835 giving
  2. Cotsidas Charitable TrustWorcester, MA 21 grants Preselected only $31,900 giving
  3. Dorothy M Tenney Charitable TrustWorcester, MA 29 grants Preselected only $38,360 giving
  4. The Spillane Charitable FoundationWorcester, MA 10 grants Preselected only $52,000 giving
  5. Joseph L Sweeney Charitable FoundationNatick, MA 5 grants Preselected only $17,500 giving