Lund Family Foundation
Lund Family Foundation is a private foundation, based in La Canada, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.1M in total assets. In 2024, it awarded 5 grants totaling $322K.
Lund Family Foundation at a glance
In short: Lund Family Foundation gave $322K across 5 grants in 2024 (avg $64K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $321,500
- -52.7% vs 2023
- Grants made (2024)
- 5
- -61.5% vs 2023
- Average grant
- $64,300
- +22.9% vs 2023
- Median grant
- $10,000
- Total assets
- $2,134,636
- +9.0% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Lund Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
The largest 2024 recipient was St Edward Retreat Center ($300K). Together the top 5 received $322K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 15 grants of 24 (63%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
States
Cities
How Lund Family Foundation gives
- Giving grew 1508% from 2021 to 2024. Method
- In 2024 it paid out 355% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $20K (2021) to $680K (2023). In 2024 it made 5 grants totaling $322K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| St Edward Retreat Center Wrightwood, CA | General Use | $300,000 |
| Catholic Charities of Los Angeles San Gabriel Region Los Angeles, CA | General Use | $10,000 |
| Right to Life League Pasadena, CA | General Use | $10,000 |
| St Francis High School La Canada Flintridge, CA | General Use | $1,000 |
| Elizabeth House Pasadena, CA | General Use | $500 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Distributable Amount |
|---|---|---|---|---|---|---|---|
| 2024 | $2,134,636 | $500,000 | $323,622 | $321,500 | 5 | $323,622 | $91,054 |
| 2023 | $1,958,258 | $1,450,000 | $681,295 | $680,000 | 13 | $681,295 | $62,137 |
| 2022 | $1,189,553 | $1,096,000 | $217,260 | $216,000 | 3 | $217,260 | $16,335 |
| 2021 | $310,813 | $310,000 | $20,974 | $20,000 | 1 | $20,974 | $1,396 |
| 2020 | $21,787 | $558,000 | $554,298 | $553,000 | 2 | — | $864 |
Under IRS private-foundation payout rules, Lund Family Foundation reported a distributable amount of $91K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lund Family Foundation is led by Kathleen M. Lund, President on every filing since 2020; none of the 8 officers listed in 2024 report compensation.
Officers on the 2024 filing
Kathleen M. Lund
President
On filings since 2020
1 hr/week
No compensation reported
Anna L. Clapp
Director
On filings since 2020
1 hr/week
No compensation reported
Christina M. Doerfler
Director
On filings since 2020
1 hr/week
No compensation reported
David F. Lund
Director
On filings since 2020
1 hr/week
No compensation reported
Edward V. Lund
Director
On filings since 2020
1 hr/week
No compensation reported
Kenneth C. Lund
Director
On filings since 2020
1 hr/week
No compensation reported
Natalie M. Peterson
Director
On filings since 2020
1 hr/week
No compensation reported
Stephen C. Doerfler
Secretary & Treasurer
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lund Family Foundation
How much does Lund Family Foundation give each year?
Lund Family Foundation gave $322K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $680K across 13 grants.
What is Lund Family Foundation's typical grant size?
Lund Family Foundation's median grant in 2024 was $10,000, and its average grant was $64,300, across 5 grants on its 2024 IRS Form 990-PF.
Where does Lund Family Foundation give grants?
Lund Family Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Pasadena, CA (2 grants).
Does Lund Family Foundation give general operating support?
Yes: 100% of Lund Family Foundation's 2024 grants with a stated purpose (5 of 5) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Lund Family Foundation's largest grantees?
Lund Family Foundation's largest 2024 grantees include St Edward Retreat Center ($300,000), Catholic Charities of Los Angeles San Gabriel Region ($10,000) and Right to Life League ($10,000), according to its 2024 IRS Form 990-PF.
How large is Lund Family Foundation?
Lund Family Foundation reported $2.1M in total assets on its 2024 IRS Form 990-PF. It paid out $324K in qualifying distributions that year, against a required minimum of $91K (roughly 5% of its investment assets).
What is Lund Family Foundation's EIN?
Lund Family Foundation's EIN (Employer Identification Number) is 47-4486565. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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