Nonprofit · EIN 23-7306460
THE SHARON D LUND FOUNDATION
Tax-exempt · ORANGE, CA 92868
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $8,235,332 | $7,871,453 | $363,879 | $137,323,961 | $648,140 | $136,675,821 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $1,900,040
- Interest
- $42,306
- Net gain from sales of assets
- $6,987,106
- Other income
- -$694,120
Expenses
- Grants and similar amounts paid
- $6,759,879
- Compensation of officers, directors and key employees
- $190,209
- Disbursements for charitable purposes
- $7,711,154
- Excise tax on investment income
- $115,827
Balance sheet and other
- Total assets, start of year
- $130,162,426
- Total assets, end of year
- $137,323,961
- Total liabilities, end of year
- $648,140
- Net assets, end of year
- $136,675,821
- Fair market value of assets
- $137,323,961
- Qualifying distributions
- $7,711,154
- Net investment income
- $8,929,452
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN PRESLEY 725 W TOWN AND COUNTRY ROAD 210, ORANGE, CA 92868 | VICE PRESIDENT | 23 | $95,465 |
| MARIE SACKETT 725 W TOWN AND COUNTRY ROAD 210, ORANGE, CA 92868 | VICE PRESIDENT | 20 | $94,744 |
| MICHELLE LUND 725 W TOWN AND COUNTRY ROAD 210, ORANGE, CA 92868 | PRESIDENT | 3 | $0 |
| ROBERT WILSON 725 W TOWN AND COUNTRY ROAD 210, ORANGE, CA 92868 | SECRETARY / TREASURER | 3 | $0 |
| ERIC GOWEY 725 W TOWN AND COUNTRY ROAD 210, ORANGE, CA 92868 | ASST. SECRETARY/TREASURER | 3 | $0 |
| WARREN SPECTOR 725 W TOWN AND COUNTRY ROAD 210, ORANGE, CA 92868 | DIRECTOR | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 725 W TOWN AND COUNTRY RD STE 520, ORANGE, CA 92868-4737
- Signed the 990-PF
- MICHELLE LUND, PRESIDENT
- Phone
- (714) 569-5000
- Return prepared by
- REDWITZ INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 23-7306460
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1973
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $137,323,961
- Income (IRS master file)
- $51,314,225
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $7,328,429 | $7,634,272 | $130,162,426 | IRS |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about THE SHARON D LUND FOUNDATION
- What is the EIN of THE SHARON D LUND FOUNDATION?
- The employer identification number (EIN) of THE SHARON D LUND FOUNDATION is 23-7306460.
- Is THE SHARON D LUND FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1973.
- Are donations to THE SHARON D LUND FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE SHARON D LUND FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE SHARON D LUND FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE SHARON D LUND FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of THE SHARON D LUND FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 6 people; 2 received compensation from the organization, the highest $95,465 (KAREN PRESLEY, VICE PRESIDENT).
- How much revenue does THE SHARON D LUND FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $8,235,332, expenses of $7,871,453 and total assets of $137,323,961 at year end.
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