NIELS A LUNDGARD & RUTH LUNDGARD FDN
Total Given 2020–2024
$1.4M
91 grants · $290K avg/year
based on 5 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$13K
typical small grants · $8K–$20K
grant size
47%
supporter · 22/47 multi-year
repeat
$6.8M
Assets · 2021
47
Distinct recipients
About
THE ATTORNEY GENERAL OF THE STATE OF OHIO REQUIRES PRIVATE FOUNDATIONS TO ANNUALLY FILE A REPORT ONLINE THAT HIGHLIGHTS KEY INFORMATION FROM THE FORM 990-PF FOR PUBLIC DISCLOSURE PURPOSES. THIS TRUST TIMELY SUBMITS THIS ONLINE FILING IN LIEU OF FURNISHING A COPY OF ITS FORM 990-PF TO THE STATE.
Focus Areas
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
FIFTH THIRD BANK N A ANNA COUTTS
Phone
5135345310
Deadlines
NONE
How to Apply
LETTER
Restrictions
PRIMARILY LIMITED TO MIAMI CO, OH RESIDENTS
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | N/A | $5.8M | $1.9M | N/A |
| 2020 | $353K | $6.1M | $307K | 16 |
| 2021 | $193K | $6.8M | $577K | 15 |
| 2022 | $307K | $5.6M | $79K | 19 |
| 2023 | $304K | $6.1M | $365K | 19 |
| 2024 | $292K | $6.5M | $429K | 22 |
Grant Size Distribution
Based on 91 grants on record
Minimum
$1K
25th Pctl
$8K
Median
$13K
Average
$16K
75th Pctl
$20K
Maximum
$57K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| FIFTH THIRD BANK N A | TRUSTEE | $78K |
| FIFTH THIRD BANK | TRUSTEE | — |
Grants Awarded (91 total)
| Purpose | ||||
|---|---|---|---|---|
| UPPER VALLEY MED CTR FDN | TROY, OH | $56,939 | GENERAL SUPPORT | 2020 |
| YWCA | PIQUA, OH | $48,708 | ANNUAL FUND | 2022 |
| AMERICAN CANCER SOCIETY INC | OKLAHOMA CITY, OK | $47,244 | ANNUAL FUND | 2023 |
| PIQUA EDUCATION FOUNDATION | PIQUA, OH | $45,000 | ANNUAL FUND | 2021 |
| PIQUA EDUCATION FOUNDATION | PIQUA, OH | $45,000 | SCHOLARSHIP | 2022 |
| PIQUA EDUCATION FOUNDATION | PIQUA, OH | $45,000 | GENERAL SUPPORT FUNDING | 2020 |
| UPPER VALLEY MEDICAL FOUNDATION | TROY, OH | $44,793 | ANNUAL FUND | 2021 |
| UPPER VALLEY MEDICAL FOUNDATION | TROY, OH | $34,270 | ANNUAL FUND | 2022 |
| THE SALVATION ARMY | NYACK, NY | $33,405 | PROGRAM SUPPORT | 2020 |
| UPPER VALLEY MEDICAL CENTER FOUNDATION | TROY, OH | $32,625 | ANNUAL FUND | 2024 |
| UPPER VALLEY MEDICAL FOUNDATION | TROY, OH | $32,625 | ANNUAL FUND | 2023 |
| CAL FARLEY'S BOYS RANCH & GIRLS | AMARILLO, TX | $29,608 | PROGRAM SUPPORT | 2020 |
| CITY OF PIQUA | PIQUA, OH | $25,000 | PROGRAM/PROJECT SUPPORT | 2023 |
| PIQUA ARTS COUNCIL | PIQUA, OH | $25,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| PIQUA ARTS COUNCIL | PIQUA, OH | $25,000 | CAPITAL CAMPAIGN | 2022 |
| MIAMI COUNTY PARK DISTRICT | TROY, OH | $25,000 | GENERAL FUNDING SUPPORT | 2020 |
| MIAMI COUNTY YMCA | PIQUA, OH | $23,405 | PROGRAM SUPPORT | 2020 |
| YWCA | PIQUA, OH | $23,405 | PROGRAM SUPPORT | 2020 |
| NEW CREATION COUNSELING CENTER | TIPP CITY, OH | $23,405 | GENERAL SUPPORT | 2020 |
| AM HEART ASSOC | ST PETERSBURG, FL | $23,405 | PROGRAM SUPPORT | 2020 |
| AMERICAN CANCER SOCIETY | OKLAHOMA CITY, OK | $23,405 | PROGRAM SUPPORT | 2020 |
| FRIENDS OF THE PIQUA PUBLIC LIBRARY | PIQUA, OH | $20,000 | PROJECT/PROGRAM SUPPORT | 2024 |
| FRIENDS OF MAINSTREET PIQUA INC | PIQUA, OH | $20,000 | PROJECT/PROGRAM SUPPORT | 2023 |
| CAL FARLEYS BOYS RANCH | AMARILLO, TX | $17,820 | ANNUAL FUND | 2022 |
| CLEAR CREEK FARMS | PIQUA, OH | $17,610 | ANNUAL FUND & | 2024 |