Russell T Lund Charitable Trust
501(c)(3) Donations tax-deductible
Only null% goes to programs Strong reserves Declining revenue
Russell T Lund Charitable Trust is a 501(c)(3) organization based in Milwaukee, Wisconsin, registered in 1952, with $94,504 in FY2024 revenue. CharityIndex grades it D.
Po Box 634, Milwaukee, WI, 53201 EIN 41-6015851 Since 1952
Revenue (FY2024)
$95K
▲ 4.4% vs prior year
Expenses (FY2024)
$127K
Net assets
$1.7M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
D
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Russell T Lund Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DFinancial health25% of the rating165 mo reserves · -34% margin
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 Russell T Lund Charitable Trust: 165 mo reserves · -34% margin earns a D on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
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 Russell T Lund Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
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 Russell T Lund Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
Financial trends
Revenue declined from $201K (FY2013) to $95K (FY2024) across 9 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $1.7M
Operating margin
-34.0%
Spent more than it raised in the latest fiscal year.
Total assets
$1.7M
Total liabilities
$0
Net assets
$1.7M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $94,504▲4.4% | $126,662▼26.6% | $1,743,998▼1.8% | $1,743,998▼1.8% | 990PF |
| 2023 | $90,522▼67.3% | $172,522▼5.8% | $1,776,156▼4.3% | $1,776,156▼4.3% | 990PF |
| 2022 | $276,660▲10.5% | $183,195▲30.7% | $1,856,156▲5.4% | $1,856,156▲5.4% | 990PF |
| 2021 | $250,368▼75.1% | $140,138▼75.3% | $1,760,691▲6.7% | $1,760,691▲6.7% | 990PF |
| 2020 | $1,005,108▲3750% | $566,870▲418% | $1,650,461▲36.2% | $1,650,461▲36.2% | 990PF |
| 2019 | $26,109▲15.1% | $109,395▲16.5% | $1,212,224▼6.4% | $1,212,224▼6.4% | 990PF |
| 2018 | $22,681▲99.5% | $93,903▼71.7% | $1,295,509▼5.2% | $1,295,509▼5.2% | 990PF |
| 2017 | $11,371▼94.3% | $332,117▲322% | $1,366,731▼2.4% | $1,366,731▼2.4% | 990PF |
| 2013 | $200,670 | $78,726▼5.3% | $1,400,225▲9.5% | $1,400,225▲9.5% | 990PF |
| 2012 | — | $83,169▼14.3% | $1,278,281▲10.3% | $1,278,281▲10.3% | 990PF |
| 2011 | — | $97,036▲96.8% | $1,159,102▲15.0% | $1,159,102▲15.0% | 990PF |
| 2010 | — | $49,308 | $1,008,305 | $1,008,305 | 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.
Frequently asked questions
- Is Russell T Lund Charitable Trust a legitimate nonprofit?
- Yes. Russell T Lund Charitable Trust is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 41-6015851, based in Milwaukee, Wisconsin. Donations are tax-deductible.
- What is Russell T Lund Charitable Trust's EIN?
- Russell T Lund Charitable Trust's Employer Identification Number (EIN) is 41-6015851.
- How much revenue does Russell T Lund Charitable Trust report?
- Russell T Lund Charitable Trust reported $94,504 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Russell T Lund Charitable Trust have?
- CharityIndex grades Russell T Lund Charitable Trust D, based on financial health (reserves and operating margin).
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Data for Russell T Lund Charitable Trust (EIN 41-6015851) 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.