The Sharon D Lund Foundation

Orange, CA
Tax-exempt since Sept. 1973
EIN: 23-7306460

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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

$8.24M (2024)

Expenses

$7.87M (2024)

Total Assets

$137M (2024)

Total Liabilities

$648k (2024)

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

$8,235,332

Expenses

$7,871,453

Net Income

$363,879

Net Assets

$136,675,821

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,306	0.5%
Dividends	$1,900,040	23.1%
Sales of Assets	$6,987,106	84.8%
Other Income	-$694,120

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,711,154	98.0%
Compensation of Officers*	$190,209	2.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$137,323,961
Total Liabilities	$648,140
Net Assets	$136,675,821

Compensation

Key Employees and Officers	Compensation	Other
Karen Presley (Vice President)	$95,465	$0
Marie Sackett (Vice President)	$94,744	$0
Michelle Lund (President)	$0	$0
Robert Wilson (Secretary / Treasurer)	$0	$0
Eric Gowey (Asst. Secretary/Treasurer)	$0	$0
Warren Spector (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$7,328,429

Expenses

$7,634,272

Net Income

-$305,843

Net Assets

$129,745,370

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$60,537	0.8%
Dividends	$1,879,483	25.6%
Sales of Assets	$6,576,406	89.7%
Other Income	-$1,187,997

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,632,148	100.0%
Compensation of Officers*	$162,808	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$130,162,426
Total Liabilities	$417,056
Net Assets	$129,745,370

Compensation

Key Employees and Officers	Compensation	Other
Karen Presley (Vice President)	$81,622	$0
Marie Sackett (Vice President)	$81,186	$0
Michelle Lund (President)	$0	$0
Robert Willson (Secretary / Treasurer)	$0	$0
Eric Gowey (Asst. Secretary/Treasurer)	$0	$0
Warren Specter (Director)	$0	$0

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990-PF

Filed on Nov. 13, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$4,046,537

Expenses

$8,035,669

Net Income

-$3,989,132

Net Assets

$121,808,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,421	0.5%
Dividends	$1,236,118	30.5%
Sales of Assets	$2,336,850	57.7%
Other Income	$455,148	11.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,821,007	97.3%
Compensation of Officers*	$155,750	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$122,245,660
Total Liabilities	$437,300
Net Assets	$121,808,360

Compensation

Key Employees and Officers	Compensation	Other
Karen Presley (Vice President)	$77,875	$0
Marie Sackett (Vice President)	$77,875	$0
Michelle Lund (President)	$0	$0
Robert Wilson (Secretary/Treasurer)	$0	$0
Eric Gowey (Asst. Secretary/Treasurer)	$0	$0
Warren Specter (Director)	$0	$0

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990-PF

Filed on Oct. 11, 2023

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

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PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$12,910,019

Expenses

$7,753,165

Net Income

$5,156,854

Net Assets

$159,752,949

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$1,076,144	8.3%
Sales of Assets	$11,846,561	91.8%
Other Income	-$12,688

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,223,109	93.2%
Compensation of Officers*	$150,750	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$160,727,191
Total Liabilities	$974,242
Net Assets	$159,752,949

Compensation

Key Employees and Officers	Compensation	Other
Karen Presley (Vice President)	$75,375	$0
Marie Sackett (Vice President)	$75,375	$0
Michelle Lund (President)	$0	$0
Robert Wilson (Secretary/Treasurer)	$0	$0
Eric Gowey (Asst. Secretary/Treasurer)	$0	$0
Warren Specter (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2022

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2020

Revenue

$7,332,736

Expenses

$6,870,403

Net Income

$462,333

Net Assets

$149,945,038

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,293	0.0%
Dividends	$889,323	12.1%
Sales of Assets	$6,594,942	89.9%
Other Income	-$154,822

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,301,120	91.7%
Compensation of Officers*	$144,500	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$150,783,238
Total Liabilities	$838,200
Net Assets	$149,945,038

Compensation

Key Employees and Officers	Compensation	Other
Karen Presley (Vice President)	$72,250	$0
Marie Sackett (Vice President)	$72,250	$0
Michelle Lund (President)	$0	$0
Bradford Lund (Vice President)	$0	$0
Robert Wilson (Secretary/Treasurer)	$0	$0
Eric Gowey (Asst. Secretary/Treasurer)	$0	$0
Gloria Wilson (Director)	$0	$0

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990-PF

Filed on Nov. 10, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$7,423,990

Expenses

$7,621,542

Net Income

-$197,552

Net Assets

$132,005,271

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,344	0.3%
Dividends	$1,381,684	18.6%
Sales of Assets	$6,247,021	84.1%
Other Income	-$230,059

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,297,344	95.7%
Compensation of Officers*	$137,000	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$132,558,723
Total Liabilities	$553,452
Net Assets	$132,005,271

Compensation

Key Employees and Officers	Compensation	Other
Karen Presley (Vice President)	$68,500	$0
Marie Sackett (Vice President)	$68,500	$0
Michelle Lund (President)	$0	$0
Bradford Lund (Vice President)	$0	$0
Robert Wilson (Secretary/Treasurer)	$0	$0
Eric Gowey (Asst. Secretary/Treasurer)	$0	$0
Gloria Wilson (Director)	$0	$0

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990-PF

Filed on Nov. 16, 2020

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$10,434,475

Expenses

$7,520,653

Net Income

$2,913,822

Net Assets

$119,034,351

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25,198	0.2%
Dividends	$1,664,718	16.0%
Sales of Assets	$8,919,095	85.5%
Other Income	-$174,536

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$7,200,560	95.7%
Compensation of Officers*	$134,500	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$119,532,653
Total Liabilities	$498,302
Net Assets	$119,034,351

Compensation

Key Employees and Officers	Compensation	Other
Karen Presley (Vice President)	$67,250	$0
Marie Sackett (Vice President)	$67,250	$0
Michelle Lund (President)	$0	$0
Bradford Lund (Vice President)	$0	$0
Robert Wilson (Secretary/Treasurer)	$0	$0
Eric Gowey (Asst. Secretary/Treasurer)	$0	$0
Gloria Wilson (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2019

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2017

Revenue

$8,622,186

Expenses

$7,632,557

Net Income

$989,629

Net Assets

$131,047,721

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,568	0.1%
Dividends	$1,582,840	18.4%
Sales of Assets	$7,089,262	82.2%
Other Income	-$55,484

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,709,683	87.9%
Compensation of Officers*	$123,500	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$131,734,115
Total Liabilities	$686,394
Net Assets	$131,047,721

Compensation

Key Employees and Officers	Compensation	Other
Karen Presley (Vice President)	$61,750	$0
Marie Sackett (Vice President)	$61,750	$0
Michelle Lund (President)	$0	$0
Bradford Lund (Vice President)	$0	$0
Robert Wilson (Secretary/Treasurer)	$0	$0
Eric Gowey (Asst. Secretary/Treasurer)	$0	$0
Gloria Wilson (Director)	$0	$0

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990-PF

Filed on Nov. 7, 2018

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2016

Revenue

$4,251,075

Expenses

$7,269,895

Net Income

-$3,018,820

Net Assets

$121,394,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$702	0.0%
Dividends	$1,560,882	36.7%
Sales of Assets	$2,679,144	63.0%
Other Income	$10,347	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,696,565	92.1%
Compensation of Officers*	$113,500	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$121,849,925
Total Liabilities	$455,559
Net Assets	$121,394,366

Compensation

Key Employees and Officers	Compensation	Other
Karen Presley (Vice President)	$56,750	$0
Marie Sackett (Vice President)	$56,750	$0
Michelle Lund (President)	$0	$0
Bradford Lund (Vice President)	$0	$0
Robert Wilson (Secretary/Treasurer)	$0	$0
Eric Gowey (Asst. Secretary/Treasurer)	$0	$0
Gloria Wilson (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2017

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2015

Revenue

$6,162,193

Expenses

$7,181,165

Net Income

-$1,018,972

Net Assets

$120,237,702

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,423	0.3%
Dividends	$1,304,229	21.2%
Sales of Assets	$4,849,155	78.7%
Other Income	-$9,614

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,682,849	93.1%
Compensation of Officers*	$107,250	1.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$120,640,018
Total Liabilities	$402,316
Net Assets	$120,237,702

Compensation

Key Employees and Officers	Compensation	Other
Karen Presley (Vice President)	$53,625	$0
Marie Sackett (Vice President)	$53,625	$0
Michelle Lund (President)	$0	$0
Robert Wilson (Secretary/Treasurer)	$0	$0
Eric Gowy (Asst. Secretary)	$0	$0
Bradford Lund (Vice President)	$0	$0
Patricia Patty (Vice President)	$0	$0
Gloria Wilson (Director)	$0	$0

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990-PF

Filed on Nov. 14, 2016

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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PDF (2 of 2)

Fiscal Year Ending Dec.
2014

Revenue

$6,601,268

Expenses

$7,051,241

Net Income

-$449,973

Net Assets

$126,093,392

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,569	0.1%
Dividends	$1,637,405	24.8%
Sales of Assets	$5,104,016	77.3%
Other Income	-$143,722

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,407,287	90.9%
Compensation of Officers*	$137,000	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$126,614,282
Total Liabilities	$520,890
Net Assets	$126,093,392

Compensation

Key Employees and Officers	Compensation	Other
Patricia Patty (Vice President)	$63,500	$0
Karen Presley (Vice President)	$36,750	$0
Marie Sackett (Vice President)	$36,750	$0
Michelle Lund (President)	$0	$0
Robert Wilson (Secretary/Treasurer)	$0	$0
Eric Gowy (Asst. Secretary)	$0	$0
Bradford Lund (Vice President)	$0	$0
Gloria Wilson (Director)	$0	$0

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990-PF

Filed on Oct. 15, 2015

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

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2013

Revenue

$4,520,498

Expenses

$6,346,250

Net Income

-$1,825,752

Net Assets

$124,649,612

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$281	0.0%
Dividends	$1,661,000	36.7%
Sales of Assets	$2,878,210	63.7%
Other Income	-$18,993

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,585,199	88.0%
Compensation of Officers*	$109,500	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$125,165,104
Total Liabilities	$515,492
Net Assets	$124,649,612

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2012

Revenue

$7,914,962

Expenses

$6,292,482

Net Income

$1,622,480

Net Assets

$109,015,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$287,323	3.6%
Dividends	$1,610,124	20.3%
Sales of Assets	$6,411,950	81.0%
Other Income	-$394,435

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,600,024	89.0%
Compensation of Officers*	$103,500	1.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$109,270,099
Total Liabilities	$254,547
Net Assets	$109,015,552

990-PF

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

PDF

PDF (2 of 3) PDF (3 of 3)

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

PDF (2 of 2)

Fiscal Year Ending Dec.
2011

Revenue

$3,405,426

Expenses

$5,548,448

Net Income

-$2,143,022

Net Assets

$100,813,745

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$132	0.0%
Dividends	$1,637,563	48.1%
Sales of Assets	$1,841,454	54.1%
Other Income	-$73,723

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$5,050,521	91.0%
Compensation of Officers*	$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	$100,971,287
Total Liabilities	$157,542
Net Assets	$100,813,745

What Is This Data?

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The Sharon D Lund Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $8.24M (2024)

Expenses $7.87M (2024)

Total Assets $137M (2024)

Total Liabilities $648k (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

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

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

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Revenue

$8.24M (2024)

Expenses

$7.87M (2024)

Total Assets

$137M (2024)

Total Liabilities

$648k (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.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001