Roger A & Ruth Lund Charitable Trust C/o Greenberg Rosenblatt & A is a 501(c)(3) organization based in Worcester, Massachusetts, registered in 1964, with $15,921 in FY2024 revenue. CharityIndex grades it C.
Revenue (FY2024)
$16K
▲ 6.6% vs prior year
Expenses (FY2024)
$18K
Net assets
$206K
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Roger A & Ruth Lund Charitable Trust C/o Greenberg Rosenblatt & A— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Roger A & Ruth Lund Charitable Trust C/o Greenberg Rosenblatt & A: 139 mo reserves · -12% margin earns a C+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Roger A & Ruth Lund Charitable Trust C/o Greenberg Rosenblatt & A— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Roger A & Ruth Lund Charitable Trust C/o Greenberg Rosenblatt & A: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
Show this grade on your website
A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Revenue declined from $126K (FY2013) to $16K (FY2024) across 12 reported years.
Financial snapshot
Operating margin
-11.7%
Spent more than it raised in the latest fiscal year.
Total assets
$206K
Total liabilities
$0
Net assets
$206K
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $15,921▲6.6% | $17,791▼12.0% | $206,298▼0.9% | $206,298▼0.9% | 990PF |
| 2023 | $14,930▲6.6% | $20,212▲10.2% | $208,168▼2.5% | $208,168▼2.5% | 990PF |
| 2022 | $14,007▲11.7% | $18,333▲2.0% | $213,450▼2.0% | $213,450▼2.0% | 990PF |
| 2021 | $12,539▼19.9% | $17,979▼4.8% | $217,776▼2.4% | $217,776▼2.4% | 990PF |
| 2020 | $15,646▲24.6% | $18,890▲1.7% | $223,216▼1.4% | $223,216▼1.4% | 990PF |
| 2019 | $12,559▲5.0% | $18,576▼7.9% | $226,460▼2.6% | $226,460▼2.6% | 990PF |
| 2018 | $11,964▲8.2% | $20,164▲1.1% | $232,477▼3.4% | $232,477▼3.4% | 990PF |
| 2017 | $11,055▲131% | $19,948▲0.8% | $240,677▼3.6% | $240,677▼3.6% | 990PF |
| 2016 | -$36,141▼403% | $19,799▼2.1% | $249,570▼18.3% | $249,570▼18.3% | 990PF |
| 2015 | $11,922▼19.7% | $20,231▼0.3% | $305,510▼2.6% | $305,510▼2.6% | 990PF |
| 2014 | $14,839▼88.3% | $20,290▲113% | $313,819▼1.7% | $313,819▼1.7% | 990PF |
| 2013 | $126,320 | $9,540 | $319,270 | $319,270 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Explore more
Data for Roger A & Ruth Lund Charitable Trust C/o Greenberg Rosenblatt & A (EIN 42-6075822) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.