Roger A & Ruth Lund Charitable Trust C/O Greenberg Rosenblatt & A
EIN 426075822 · 501(c)(3) · Private foundation · Worcester, MA · recognized 1964
- Assets
- $379K
- Revenue
- $15.9K
- Expenses
- $17.8K
- Investment income
- $16.1K
Form 990 fiscal year ended 02/28/2025
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| John Lund | Trustee | $0 | $0 |
| Susan Lund | Trustee | $0 | $0 |
| Robert Lund | Trustee | $0 | $0 |
Filing history
| Fiscal year end | Assets | Revenue | Expenses | Source |
|---|---|---|---|---|
| 02/28/2025 | $379K | $15.9K | $17.8K | 990 990PF · obj 202501299349101025 IRS ↗ |
| 02/29/2024 | $341K | $14.9K | $20.2K | 990 990PF · obj 202540159349100454 IRS ↗ |