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Nonprofit · EIN 42-6075822

ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A

Tax-exempt · WORCESTER, MA 01608

Financials

$15K$20K2023$16K$18K2024$16K$21K2025
Revenue Expenses · by fiscal year end
Financials of ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
February 28, 2026990-PF$16,348$20,841-$4,493$201,805$0$201,805
February 28, 2025990-PF$15,921$17,791-$1,870$206,298$0$206,298
February 29, 2024990-PF$14,930$20,212-$5,282$208,168$0$208,168
Financial details: 990-PF for the year ended February 28, 2026

Revenue

Dividends
$16,347
Interest
$1

Expenses

Grants and similar amounts paid
$17,500
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$17,500
Excise tax on investment income
$184

Balance sheet and other

Total assets, start of year
$206,298
Total assets, end of year
$201,805
Total liabilities, end of year
$0
Net assets, end of year
$201,805
Fair market value of assets
$413,734
Qualifying distributions
$17,500
Net investment income
$16,348

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended February 28, 2026, highest compensation first.

NameTitleHours / weekCompensation
JOHN LUND
PO BOX 1128, JOHNSTON, IA 50131
TRUSTEE1$0
SUSAN LUND
4 BELLEVIEW BLVD, BELLEAIR, FL 33756
TRUSTEE1$0
ROBERT LUND
395 ASHWORTH DRIVE, WAUKEE, IA 50263
TRUSTEE1$0
990-PF for the year ended February 28, 2025: 3 people
NameTitleHours / weekCompensation
JOHN LUND
PO BOX 1128, JOHNSTON, IA 50131
TRUSTEE1$0
SUSAN LUND
4 BELLEVIEW BLVD, BELLEAIR, FL 33756
TRUSTEE1$0
ROBERT LUND
395 ASHWORTH DRIVE, WAUKEE, IA 50263
TRUSTEE1$0
990-PF for the year ended February 29, 2024: 3 people
NameTitleHours / weekCompensation
JOHN LUND
PO BOX 1128, JOHNSTON, IA 50131
TRUSTEE1$0
SUSAN LUND
4 BELLEVIEW BLVD, BELLEAIR, FL 33756
TRUSTEE1$0
ROBERT LUND
395 ASHWORTH DRIVE, WAUKEE, IA 50263
TRUSTEE1$0

Address and contacts

Address (IRS master file)
306 MAIN STREET STE 400, WORCESTER, MA 01608-1550
In care of
% GREENBERG ROSENBLAT KULL & BITSOL
Signed the 990-PF
JOHN A LUND, TRUSTEE
Phone
(508) 791-0901
Return prepared by
GREENBERG ROSENBLATT KULL & BITSOLIPC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in February, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025February 28, 2026July 15, 2026990-PF on file
2024February 28, 2025July 15, 2025990-PF on file
2023February 29, 2024July 15, 2024990-PF on file

IRS record

EIN
42-6075822
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1964
Accounting year ends
February
Files
Form 990-PF
Assets (IRS master file)
$201,805
Income (IRS master file)
$16,348

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFFebruary 2026$16,348$20,841$201,805IRS
990-PFFebruary 2025$15,921$17,791$206,298IRS
990-PFFebruary 2024$14,930$20,212$208,168XML
990-PFFebruary 2023–––IRS
990-PFFebruary 2022–––IRS
990-PFFebruary 2021–––IRS
990-PFFebruary 2019–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 42-6075822).

Questions about ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A

What is the EIN of ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A?
The employer identification number (EIN) of ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A is 42-6075822.
Is ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1964.
Are donations to ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A file?
Form 990-PF. Private foundations file every year.
When is the next return of ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A due?
The return for tax year 2026 (the year ending February 28, 2027) is due July 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended February 2026.
Who are the officers and directors of ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A?
The 990-PF for the year ended February 28, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does ROGER A & RUTH LUND CHARITABLE TRUST C/O GREENBERG ROSENBLATT & A have?
On its 990-PF for the year ended February 28, 2026 it reported revenue of $16,348, expenses of $20,841 and total assets of $201,805 at year end.

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