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The Sharon D Lund Foundation is a private corporation based in ORANGE, CA. The foundation received its IRS ruling in 1973. It holds total assets of $137.3M. Annual income is reported at $51.3M. Total assets have grown from $101M in 2011 to $137.3M in 2024. The foundation is governed by 6 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2015 to 2024. Grantmaking is concentrated in California. According to available records, The Sharon D Lund Foundation has made 218 grants totaling $28M, with a median grant of $54K. Annual giving has grown from $6M in 2020 to $15M in 2022. Individual grants have ranged from $3K to $1.3M, with an average award of $129K. The foundation has supported 68 unique organizations. The foundation primarily supports organizations in California, Arizona, Virginia, which account for 84% of all grants. Grantmaking reaches organizations across 11 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$4K
Median Grant
$50K
Average Grant
$127K
Largest Grant
$1.3M
Based on 55 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
The Sharon D Lund Foundation is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 218 grants. Its grantmaking reaches organizations primarily in CA, AZ, VA.
The Sharon D Lund Foundation has distributed a total of $28M across 218 grants. The median grant size is $54K, with an average of $129K. Individual grants have ranged from $3K to $1.3M.
The Sharon D Lund Foundation typically selects its grantees rather than accepting unsolicited proposals.
The Sharon D Lund Foundation is headquartered in ORANGE, CA. While based in CA, the foundation distributes grants to organizations across 11 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Karen Presley | VICE PRESIDENT | $82K | $0 | $82K |
| Marie Sackett | VICE PRESIDENT | $81K | $0 | $81K |
| Robert Willson | SECRETARY / TREASURER | $0 | $0 | N/A |
| Michelle Lund | PRESIDENT | $0 | $0 | N/A |
| Warren Specter | DIRECTOR | $0 | $0 | N/A |
| Eric Gowey | ASST. SECRETARY/TREASURER | $0 | $0 | N/A |
Total Giving
N/A
Total Assets
$137.3M
Fair Market Value
N/A
Net Worth
$136.7M
Grants Paid
N/A
Contributions
N/A
Net Investment Income
N/A
Distribution Amount
N/A
Total Grants
218
Total Giving
$28M
Average Grant
$129K
Median Grant
$54K
Unique Recipients
68
Most Common Grant
$50K
of 2022 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Choc Children'S FoundationGENERAL OPERATIONS | Orange, CA | $1M | 2022 |
| Westmark SchoolGENERAL OPERATIONS | Encino, CA | $550K | 2022 |
| Rady Children'S Hospital FoundationGENERAL OPERATIONS | San Diego, CA | $500K | 2022 |
| Children'S Hospital LaGENERAL OPERATIONS | Los Angeles, CA | $500K | 2022 |
| California Community FoundationGENERAL OPERATIONS | Los Angeles, CA | $405K | 2022 |
| VoaGENERAL OPERATIONS | Los Angeles, CA | $350K | 2022 |
| Dr Susan Love Research FoundationGENERAL OPERATIONS | Irvine, CA | $305K | 2022 |
| Frostig CenterGENERAL OPERATIONS | Pasadena, CA | $300K | 2022 |
| Operation SmileGENERAL OPERATIONS | Virginia Beach, VA | $250K | 2022 |
| Orange County Community FoundationGENERAL OPERATIONS | Newport Beach, CA | $225K | 2022 |
| Ryman ArtsGENERAL OPERATIONS | Los Angeles, CA | $215K | 2022 |
| California Institute Of The ArtsGENERAL OPERATIONS | Valencia, AZ | $210K | 2022 |
| Give The Kids The WorldGENERAL OPERATIONS | Kissimmee, FL | $175K | 2022 |
| Save The FamilyGENERAL OPERATIONS | Mesa, AZ | $150K | 2022 |
| The SheepfoldGENERAL OPERATIONS | Santa Ana, CA | $125K | 2022 |
| Friendly CenterGENERAL OPERATIONS | Orange, CA | $125K | 2022 |
| Olive CrestGENERAL OPERATIONS | Santa Ana, CA | $105K | 2022 |
| Exceptional MindsGENERAL OPERATIONS | Sherman Oaks, CA | $100K | 2022 |
| Free Wheelchair MissionGENERAL OPERATIONS | Irvine, CA | $100K | 2022 |
| Riverview SchoolGENERAL OPERATIONS | Sandwich, MA | $100K | 2022 |
| Braken'S KitchenGENERAL OPERATIONS | Garden Grove, CA | $80K | 2022 |
| Boys And Girls Club Of Central OcGENERAL OPERATIONS | Irvine, CA | $75K | 2022 |
| Foster AllGENERAL OPERATIONS | Glendale, CA | $65K | 2022 |
| Share Our SelvesGENERAL OPERATIONS | Costa Mesa, CA | $60K | 2022 |
| Caterina'S ClubGENERAL OPERATIONS | Anaheim, CA | $60K | 2022 |
| Hse AcademyGENERAL OPERATIONS | Irvine, VA | $60K | 2022 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA