The Sharon D Lund Foundation
- Assets
- $150.8m
- Revenue
- $7.3m
- Investments
- $146.7m
- Employees
- 0
- Location
- Orange, CA
- Founding
- 09/1973
- Data as of
- 12/2020
- EIN
- 23-7306460
Organization Overview
The Sharon D Lund Foundation is located in Orange, CA. The organization was established in 1973. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Sharon D Lund Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2020, Sharon D Lund Foundation generated $7.3m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 2.9% each year. All expenses for the organization totaled $6.9m during the year ending 12/2020. You can explore the organizations financials more deeply in the financial statements section below.
Since 2014, Sharon D Lund Foundation has awarded 364 individual grants totaling $52,361,554. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2020
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Karen Presley Vice President | 23 | $75,375 | |
Marie Sackett Vice President | 20 | $75,375 | |
Robert Wilson Secretary/treasurer | 3 | $0 | |
Eric Gowey Asst. Secretary/treasurer | 3 | $0 | |
Michelle Lund President | 3 | $0 | |
Warren Specter Director | 3 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Bmo Family Office Llc | 12/30/21 | $150,000 |
Northern Trust Bank | 12/30/21 | $59,964 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $3,293 |
| Dividends & Interest | $889,323 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $6,594,942 |
| Capital Gain Net Income | $6,591,357 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | -$154,822 |
| Total Revenue | $7,332,736 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $144,500 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $11,306 |
| Interest | $0 |
| Taxes | $387,138 |
| Depreciation | $0 |
| Occupancy | $62,795 |
| Travel, conferences, and meetings | $8,806 |
| Printing and publications | $0 |
| Other expenses | $22,037 |
| Total operating and administrative expenses | $861,421 |
| Contributions, gifts, grants paid | $6,008,982 |
| Total expenses and disbursements | $6,870,403 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $727,226 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $61,052 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $59,470,512 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $3,256,581 |
| Total assets | $150,783,238 |
| Accounts payable and accrued expenses | $31,252 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $806,948 |
| Total liabilities | $838,200 |
Grants Awarded
Over the last fiscal year, The Sharon D Lund Foundation has awarded $7,003,881 in support to 55 organizations.
| Grant Recipient | Amount |
|---|---|
CHOC CHILDREN'S FOUNDATION PURPOSE: GENERAL OPERATIONS | $1,285,000 |
CHILDREN'S HOSPITAL LA PURPOSE: GENERAL OPERATIONS | $500,000 |
PHILANTHROPIC IMPACT FUND PURPOSE: GENERAL OPERATIONS | $500,000 |
RADY CHILDREN'S HOSPITAL FOUNDATION PURPOSE: GENERAL OPERATIONS | $500,000 |
RIVERVIEW SCHOOL PURPOSE: GENERAL OPERATIONS | $350,000 |
DR SUSAN LOVE RESEARCH FOUNDATION PURPOSE: GENERAL OPERATIONS | $260,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Mimi And Peter Haas Fund San Francisco, CA | $0 | $22,825,724 |
William K Bowes Jr Foundation San Francisco, CA | $0 | $15,233,813 |
Collins Foundation Portland, OR | $249,591,840 | $5,256,313 |
Walter And Elise Haas Fund San Francisco, CA | $290,773,419 | $45,613,238 |
Lisa And Douglas Goldman Fund San Francisco, CA | $314,443,125 | $25,968,602 |
Wood-Claeyssens Foundation Santa Barbara, CA | $112,450,224 | $19,490,467 |
The Saban Family Foundation Los Angeles, CA | $4,126,107 | $4,076,196 |
Freeport-Mcmoran Copper & Gold Foundation Phoenix, AZ | $2,326,146 | $18,600,000 |
California Winegrowers Foundation Napa, CA | $3,681,527 | $16,676,626 |
Multi-Union Security Trust Fund Glendale, CA | $14,944,884 | $16,888,135 |
Helen And Wil Webster Foundation Arcadia, CA | $240,695,845 | $9,736,121 |
Dart-L Foundation Los Angeles, CA | $255,386,011 | $40,281,490 |