Lundy Family Foundation

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

Type of Nonprofit

Designated as a 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.

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.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$364,121
Expenses
$386,463
Net Income
-$22,342
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $53,875
14.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $1,426
0.4%
Net Fundraising $0
Sales of Assets $308,820
84.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Harry Lewis Lundy Jr (Pres,Trustee & Exec Commit) $0 $0 $0
Kerry L Burton (Secretary & Trustee) $0 $0 $0
Laurie Lundy (Treas,Trust & Exec Committ) $0 $0 $0
Chris Burton (Asst Treas, Trustee) $0 $0 $0
Dianne Lundy Heeter (Trustee) $0 $0 $0
Scott Heeter (Trustee) $0 $0 $0
Mark Norman (Managing Trustee) $0 $0 $0
Thomas Jones (Managing Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$139,281
Expenses
$295,478
Net Income
-$156,197
Net Assets
$2,425,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $107,192
77.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $4,973
3.6%
Net Fundraising $0
Sales of Assets $27,116
19.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,425,589
Total Liabilities $0
Net Assets $2,425,589
Compensation
Key Employees and Officers Compensation Related Other
Harry Lewis Lundy Jr (Pres,Trustee & Exec Commit) $0 $0 $0
Kerry L Burton (Secretary & Trustee) $0 $0 $0
Laurie Lundy (Treas,Trust & Exec Committ) $0 $0 $0
Chris Burton (Asst Treas, Trustee) $0 $0 $0
Dianne Lundy Heeter (Trustee) $0 $0 $0
Scott Heeter (Trustee) $0 $0 $0
Mark Norman (Managing Trustee) $0 $0 $0
Thomas Jones (Managing Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$82,541
Expenses
$360,078
Net Income
-$277,537
Net Assets
$2,876,356
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $71,249
86.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $3,748
4.5%
Net Fundraising $0
Sales of Assets $7,544
9.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,876,356
Total Liabilities $0
Net Assets $2,876,356
Compensation
Key Employees and Officers Compensation Related Other
Harry Lewis Lundy Jr (Pres,Trustee & Exec Commit) $0 $0 $0
Kerry L Burton (Secretary & Trustee) $0 $0 $0
Laurie Lundy (Treas,Trust & Exec Committ) $0 $0 $0
Chris Burton (Asst Treas, Trustee) $0 $0 $0
Dianne Lundy Heeter (Trustee) $0 $0 $0
Scott Heeter (Trustee) $0 $0 $0
Mark Norman (Managing Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$120,179
Expenses
$316,058
Net Income
-$436,237
Net Assets
$2,950,674
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $68,518
Bond Proceeds $0
Royalties $0
Rental Property Income -$12,612
Net Fundraising $0
Sales of Assets -$176,085
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,950,674
Total Liabilities $0
Net Assets $2,950,674
Compensation
Key Employees and Officers Compensation Related Other
Harry Lewis Lundy Jr (Pres,Trustee & Exec Committee) $0 $0 $0
Kerry L Burton (Secretary & Trustee) $0 $0 $0
Laurie Lundy (Treas,Trust & Exec Committee) $0 $0 $0
Chris Burton (Asst Treas, Trustee) $0 $0 $0
William R Deven (Managing Trustee) $0 $0 $0
Emanuel J Kallina Ii (Managing Trustee & Exec Com) $0 $0 $0
Dianne Lundy Heeter (Trustee) $0 $0 $0
Scott Heeter (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$814,108
Expenses
$334,951
Net Income
$479,157
Net Assets
$3,455,729
Notable Sources of Revenue Percent of Total Revenue
Contributions $580,968
71.4%
Program Services $0
Investment Income $36,034
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $52,210
6.4%
Net Fundraising $0
Sales of Assets $144,896
17.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,455,729
Total Liabilities $0
Net Assets $3,455,729
Compensation
Key Employees and Officers Compensation Related Other
Harry Lewis Lundy Jr (Pres,Trustee & Exec Committee) $0 $0 $0
Kerry L Burton (Secretary & Trustee) $0 $0 $0
Laurie Lundy (Treas,Trust & Exec Committee) $0 $0 $0
Chris Burton (Asst Treas, Trustee) $0 $0 $0
William R Deven (Managing Trustee) $0 $0 $0
Emanuel J Kallina Ii (Managing Trustee & Exec Com) $0 $0 $0
Dianne Lundy Heeter (Trustee) $0 $0 $0
Scott Heeter (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$0
Expenses
$0
Net Income
$0
Net Assets
$3,295,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,300,101
Total Liabilities $5,000
Net Assets $3,295,101

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$599,120
Expenses
$309,496
Net Income
$289,624
Net Assets
$3,163,869
Notable Sources of Revenue Percent of Total Revenue
Contributions $324,949
54.2%
Program Services $0
Investment Income $56,272
9.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $35,724
6.0%
Net Fundraising $0
Sales of Assets $182,175
30.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,168,869
Total Liabilities $5,000
Net Assets $3,163,869

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$531,114
Expenses
$347,865
Net Income
$183,249
Net Assets
$2,783,676
Notable Sources of Revenue Percent of Total Revenue
Contributions $324,949
61.2%
Program Services $0
Investment Income $46,736
8.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $11,316
2.1%
Net Fundraising $0
Sales of Assets $148,113
27.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,783,676
Total Liabilities $0
Net Assets $2,783,676

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$517,625
Expenses
$155,829
Net Income
$361,796
Net Assets
$2,681,382
Notable Sources of Revenue Percent of Total Revenue
Contributions $357,949
69.2%
Program Services $0
Investment Income $54,523
10.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $5,477
1.1%
Net Fundraising $0
Sales of Assets $99,676
19.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,681,382
Total Liabilities $0
Net Assets $2,681,382

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

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

Document Links

Fiscal Year Ending Dec.
2002

No Extracted Financial Data

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

Document Links

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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