Russell T Lund Charitable Trust

Milwaukee, WI
Tax-exempt since June 1952
EIN: 41-6015851

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$94.5k (2024)

Expenses

$127k (2024)

Total Assets

$1.74M (2024)

Total Liabilities

$0 (2024)

Years with missing data

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$94,504

Expenses

$126,662

Net Income

-$32,158

Net Assets

$1,743,998

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,000	4.2%
Interest Revenue	$0
Dividends	$90,504	95.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,989	81.3%
Compensation of Officers*	$27,321	21.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,743,998
Total Liabilities	$0
Net Assets	$1,743,998

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$27,321	$0

990-PF

Filed on May 13, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$90,522

Expenses

$172,522

Net Income

-$82,000

Net Assets

$1,776,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$90,522	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$148,986	86.4%
Compensation of Officers*	$29,303	17.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,776,156
Total Liabilities	$0
Net Assets	$1,776,156

Compensation

Key Employees and Officers	Compensation	Other
Us Bank Na (Trustee)	$29,303	$0

990-PF

Filed on May 5, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$276,660

Expenses

$183,195

Net Income

$93,465

Net Assets

$1,856,156

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$252,000	91.1%
Interest Revenue	$0
Dividends	$24,660	8.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$161,859	88.4%
Compensation of Officers*	$26,670	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,856,156
Total Liabilities	$0
Net Assets	$1,856,156

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$26,670	$0

990-PF

Filed on May 8, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$250,368

Expenses

$140,138

Net Income

$110,230

Net Assets

$1,760,691

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$250,000	99.9%
Interest Revenue	$0
Dividends	$176	0.1%
Sales of Assets	$0
Other Income	$192	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$119,248	85.1%
Compensation of Officers*	$26,113	18.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,760,691
Total Liabilities	$0
Net Assets	$1,760,691

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$26,113	$0

990-PF

Filed on May 10, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$1,005,108

Expenses

$566,870

Net Income

$438,238

Net Assets

$1,650,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,000,000	99.5%
Interest Revenue	$0
Dividends	$4,108	0.4%
Sales of Assets	$0
Other Income	$1,000	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$549,819	97.0%
Compensation of Officers*	$20,970	3.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,650,461
Total Liabilities	$1
Net Assets	$1,650,460

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$20,970	$0

990-PF

Filed on May 12, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$26,109

Expenses

$109,395

Net Income

-$83,286

Net Assets

$1,212,223

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,109	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,647	84.7%
Compensation of Officers*	$20,669	18.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,212,224
Total Liabilities	$1
Net Assets	$1,212,223

Compensation

Key Employees and Officers	Compensation	Other
Us Bank N A (Trustee)	$20,669	$0

990-PF

Filed on July 7, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$22,681

Expenses

$93,903

Net Income

-$71,222

Net Assets

$1,295,509

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,681	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$76,473	81.4%
Compensation of Officers*	$21,787	23.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,295,509
Total Liabilities	$0
Net Assets	$1,295,509

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$21,787	$0
Russell T Lund Iii (Co Trustee)	$0	$0

990-PF

Filed on May 2, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$11,371

Expenses

$332,117

Net Income

-$320,746

Net Assets

$1,366,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$11,371	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$311,667	93.8%
Compensation of Officers*	$25,562	7.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,366,731
Total Liabilities	$0
Net Assets	$1,366,731

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$25,562	$0
Russell T Lund Iii (Co Trustee)	$0	$0

990-PF

Filed on Oct. 26, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$201,797

Expenses

$93,373

Net Income

$108,424

Net Assets

$1,577,108

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	99.1%
Interest Revenue	$0
Dividends	$1,297	0.6%
Sales of Assets	$0
Other Income	$500	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$74,695	80.0%
Compensation of Officers*	$23,348	25.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,577,108
Total Liabilities	$0
Net Assets	$1,577,108

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2014

Revenue

$200,294

Expenses

$131,835

Net Income

$68,459

Net Assets

$1,468,685

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	99.9%
Interest Revenue	$0
Dividends	$294	0.1%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$114,467	86.8%
Compensation of Officers*	$21,710	16.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,468,685
Total Liabilities	$0
Net Assets	$1,468,685

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$200,670

Expenses

$78,726

Net Income

$121,944

Net Assets

$1,400,225

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,000	99.7%
Interest Revenue	$0
Dividends	$670	0.3%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$61,815	78.5%
Compensation of Officers*	$21,701	27.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,400,225
Total Liabilities	$0
Net Assets	$1,400,225

Compensation

Key Employees and Officers	Compensation	Other
Us Bank National Association (Corporate Trustee)	$21,701	$0
Russell T Lund Iii (Co Trustee)	$0	$0

990-PF

Filed on May 1, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$202,348

Expenses

$83,169

Net Income

$119,179

Net Assets

$1,278,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$200,500	99.1%
Interest Revenue	$0
Dividends	$1,848	0.9%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,904	81.6%
Compensation of Officers*	$19,644	23.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,278,281
Total Liabilities	$1
Net Assets	$1,278,280

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$247,834

Expenses

$97,036

Net Income

$150,798

Net Assets

$1,159,101

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$246,461	99.4%
Interest Revenue	$0
Dividends	$1,373	0.6%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$85,097	87.7%
Compensation of Officers*	$15,486	16.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,159,102
Total Liabilities	$1
Net Assets	$1,159,101

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Russell T Lund Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $94.5k (2024)

Expenses $127k (2024)

Total Assets $1.74M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Revenue

$94.5k (2024)

Expenses

$127k (2024)

Total Assets

$1.74M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
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2005

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Fiscal Year Ending Dec.
2001