Civic Intelligence

Roger a & Ruth Lund Charitable Trust C/O Greenberg Rosenblatt & A

990PF • Fiscal year 2025 • EIN 42-6075822

Mar 01, 2024 to Feb 28, 2025 • Filed on May 09, 2025

Organization Profile
306 Main Street Ste 400Worcester, MA 01615-0034

(508) 791-0901

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • <$500k nonprofits • Source year 2025

Liabilities / Revenue

63rd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2025 filings • <$500k nonprofits • Source year 2025

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2025 filings • <$500k nonprofits • Source year 2025

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2025 filings • <$500k nonprofits • Source year 2025

Asset Growth

43rd percentile

-0.9%

Faster asset growth than 43% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

57th percentile

6.6%

Faster revenue growth than 57% of similar nonprofits.

2025 filings • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Down

$206,298

Down $7,152 (-3.4%) from 2023

Net Assets

Down

$206,298

Down $7,152 (-3.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue63rd percentileNet Margin24th percentile

Revenue

Up

$15,921

Up $1,914 (+14%) from 2023

Expenses

Down

$17,791

Down $542 (-3.0%) from 2023

Net Income

Up

-$1,870

Up $2,456 (+57%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth43rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2012: $204,199Liabilities 2012: $02012Assets 2013: $202,490Liabilities 2013: $02013Assets 2014: $319,270Liabilities 2014: $0Net Assets 2014: $319,2702014Assets 2015: $313,819Liabilities 2015: $0Net Assets 2015: $313,8192015Assets 2016: $305,510Liabilities 2016: $0Net Assets 2016: $305,5102016Assets 2017: $249,570Liabilities 2017: $0Net Assets 2017: $249,5702017Assets 2018: $240,677Liabilities 2018: $0Net Assets 2018: $240,6772018Assets 2019: $232,477Liabilities 2019: $0Net Assets 2019: $232,4772019Assets 2020: $226,460Liabilities 2020: $0Net Assets 2020: $226,4602020Assets 2021: $223,216Liabilities 2021: $0Net Assets 2021: $223,2162021Assets 2022: $217,776Liabilities 2022: $0Net Assets 2022: $217,7762022Assets 2023: $213,450Liabilities 2023: $0Net Assets 2023: $213,4502023Assets 2025: $206,298Liabilities 2025: $0Net Assets 2025: $206,2982025

Highlighted filing

2025

Assets$206,298
Liabilities$0
Net Assets$206,298
Open 2025 Filing

Operations Trend

Revenue Growth57th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50K-$100KRevenue 2012: $7,062Expenses 2012: $9,786Net Income 2012: -$2,7242012Revenue 2013: $8,066Expenses 2013: $9,775Net Income 2013: -$1,7092013Revenue 2014: $126,320Expenses 2014: $9,540Net Income 2014: $116,7802014Revenue 2015: $14,839Expenses 2015: $20,290Net Income 2015: -$5,4512015Revenue 2016: $11,922Expenses 2016: $20,231Net Income 2016: -$8,3092016Revenue 2017: -$36,141Expenses 2017: $19,799Net Income 2017: -$55,9402017Revenue 2018: $11,055Expenses 2018: $19,948Net Income 2018: -$8,8932018Revenue 2019: $11,964Expenses 2019: $20,164Net Income 2019: -$8,2002019Revenue 2020: $12,559Expenses 2020: $18,576Net Income 2020: -$6,0172020Revenue 2021: $15,646Expenses 2021: $18,890Net Income 2021: -$3,2442021Revenue 2022: $12,539Expenses 2022: $17,979Net Income 2022: -$5,4402022Revenue 2023: $14,007Expenses 2023: $18,333Net Income 2023: -$4,3262023Revenue 2025: $15,921Expenses 2025: $17,791Net Income 2025: -$1,8702025

Highlighted filing

2025

Revenue$15,921
Expenses$17,791
Net Income-$1,870
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2024 to Feb 28, 2025
Signed
May 9, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN LUNDTrustee-$0--
SUSAN LUNDTrustee-$0--
ROBERT LUNDTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantIOWA STATE UNIVERSITYGENERALOTHER PUBLIC CHARITYAMES, IA, US$6,000
Paid GrantMORTON PLANT MEASE FOUNDATIONGENERALOTHER PUBLIC CHARITYCLEARWATER, FL, US$3,000
Paid GrantALZHEIMERS FOUNDATION OF AMERICAGENERALOTHER PUBLIC CHARITYNEW YORK, NY, US$2,000
Paid GrantSAINT JUDE HOSPITALGENERALOTHER PUBLIC CHARITYMEMPHIS, TN, US$2,000
Paid GrantHUMANE SOCIETY OF PINELLAS COGENERALOTHER PUBLIC CHARITYCLEARWATER, FL, US$750
Paid GrantTHE SALVATION ARMY TAMPAGENERALOTHER PUBLIC CHARITYTAMPA, FL, US$750
Paid GrantAMERICAN CANCER SOCIETYGENERALOTHER PUBLIC CHARITYTAMPA, FL, US$500
Paid GrantAMERICAN RED CROSSGENERALOTHER PUBLIC CHARITYJOHNSTON, IA, US$500
Paid GrantPUPPY JAKE FOUNDATIONGENERALOTHER PUBLIC CHARITYDES MOINES, IA, US$500
Paid GrantTUNNEL TO TOWERS FOUNDATIONGENERALOTHER PUBLIC CHARITYSTATEN ISLAND, NY, US$500
Paid GrantWESLEY LIFE MEALS ON WHEELSGENERALOTHER PUBLIC CHARITYWEST DES MOINES, IA, US$500
Paid GrantWOUNDED WARRIOR PROJECTGENERALOTHER PUBLIC CHARITYJACKSONVILLE, FL, US$500
Filing and Contact Details

Filer

Filer Name
Roger & Ruth Lund Charitable Trust
EIN
42-6075822
Phone
5087910901
Address
306 MAIN STREET STE 400, WORCESTER, MA 01615-0034

Signing Officer

Name
John a Lund
Title
Trustee
Phone
5087910901
Signed
2025-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Greenberg Rosenblatt Kull & Bitsolipc
Address
306 MAIN STREET SUITE 400, WORCESTER, MA 01608
Preparer
Rosemary Reilly
Phone
5087910901
Raw XML AppendixShowing 400 of 413 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3GENERAL
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3HUMANE SOCIETY OF PINELLAS CO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4IOWA STATE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5MORTON PLANT MEASE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6PUPPY JAKE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7SAINT JUDE HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8THE SALVATION ARMY TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt9TUNNEL TO TOWERS FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt10WESLEY LIFE MEALS ON WHEELS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt11WOUNDED WARRIOR PROJECT
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt9OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt10OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt11OTHER PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt8NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt9NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt10NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt11NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0322 EIGHTH AVENUE 7TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt112810 USF MAGNOLIA DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2PO BOX 1128
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33040 STATE ROAD 590
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt42505 UNIVERSITY BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt51200 DRUID ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt64020 JOHN LYNDE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7262 DANNY THOMAS PLACE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt81603 N FLORIDA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt92361 HYLAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt109225 CASCADE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt114899 BELFORT ROAD SUITE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2JOHNSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4AMES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5CLEARWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MEMPHIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8TAMPA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm9STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm10WEST DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm11JACKSONVILLE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7TN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd9NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd10IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd11FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010001
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd133612
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd2501319420
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd333759
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450011
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd533765
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd650312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd738105
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd833602
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd910306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1050266
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd1132256
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt017500
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018067
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt0567
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0999
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt01146
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt0567
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01578
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0999
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0579
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt01578
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt02145
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0STATE FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INVESTMENT EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt164
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt164
TaxesSchedule/TaxesDetail/Amt0192
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN A LUND
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05087910901
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ROGER & RUTH LUND CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GREENBERGROSENBLATTKULL & BITSOLI
ReturnHeader/Filer/BusinessNameControlTxt0ROGE
ReturnHeader/Filer/EIN0426075822
ReturnHeader/Filer/PhoneNum05087910901
ReturnHeader/Filer/USAddress/AddressLine1Txt0306 MAIN STREET STE 400
ReturnHeader/Filer/USAddress/CityNm0WORCESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MA
ReturnHeader/Filer/USAddress/ZIPCd0016150034
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$206,298
Liabilities
$0
Net assets
$206,298
Revenue
$15,921
Expenses
$17,791
Net income
-$1,870
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.16$0.18$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.13$0.00$2.13$0.14$0.18$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.13$0.18$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.23$0.00$2.23$0.16$0.19$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$0.13$0.19$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.12$0.20$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$0.11$0.20$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.50$0.00$2.50$0.36$0.20$0.56
2016Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.12$0.20$0.08
2015Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.15$0.20$0.05
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$1.26$0.10$1.17
2013Summary only. Only limited summary data is available for this year.$2.02$0.00$0.08$0.10$0.02
2012Summary only. Only limited summary data is available for this year.$2.04$0.00$0.07$0.10$0.03