The Sharon D Lund Foundation
The Sharon D. Lund Foundation is a private foundation based in Orange, California. It supports vulnerable children and families, with grants that include pediatric healthcare, mental health services, and other charitable work.
The Sharon D Lund Foundation at a glance
In short: The Sharon D Lund Foundation gave $6.8M across 55 grants in 2024 (avg $123K), mostly in California. 5% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $6,750,000
- +0.0% vs 2023
- Grants made (2024)
- 55
- +1.9% vs 2023
- Average grant
- $122,727
- -1.8% vs 2023
- Median grant
- $60,000
- Total assets
- $137,323,961
- +5.5% vs 2023
- New grantees (estimate)
- 5% first-time grantees (3 of 55, 2024)
- Primary geography
- California (89% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to The Sharon D Lund Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 725 W Town And Country Road 210, Orange, CA 92868
Phone: (714) 569-5000
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Sharon D Lund Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Olive Crest ($625K). Together the top 10 received $3.9M.
Grant Size Distribution
268 grants across all recorded years
The most common grant size was in the $50–100K range: 108 grants of 268 (40%).
Geographic Focus
Where this funder awards grants
In 2024, 89% of grant dollars went to recipients in California. Other reported recipient-state shares were Florida, 4%; Arizona, 2%; Virginia, 1%; and Massachusetts, 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 55 itemized grants.
States
Cities
Is The Sharon D Lund Foundation open to new grantees?
5%
first-time grantees, 2024
In 2024, 3 of 55 grantees (5%) were first-time recipients. First grants averaged $43K; repeat grants $127K. How we count
Medians: $50K first-time, $60K repeat.
- 93% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−4%). Method
- In 2024 it paid out 117% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $6.0M (2020) to $7.5M (2022). In 2024 it made 55 grants totaling $6.8M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Olive Crest Santa Ana, CA | General Operation | $625,000 |
| Choc Children's Foundation Orange, CA | General Operation | $537,000 |
| California Community Foundation Los Angeles, CA | General Operation | $523,000 |
| Children's Hospital LA Los Angeles, CA | General Operation | $500,000 |
| Volunteers of America - LA Los Angeles, CA | General Operation | $450,000 |
| Boys & Girls Club of Central Oc Irvine, CA | General Operation | $325,000 |
| The Frostig Center Pasadena, CA | General Operation | $300,000 |
| Ryman Arts Los Angeles, CA | General Operation | $225,000 |
| California Institute of the Arts Valencia, CA | General Operation | $200,000 |
| Give Kids the World Kissimmee, FL | General Operation | $200,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $137,323,961 | $8,235,332 | $7,871,453 | $6,750,000 | 55 | $7,711,154 | $8,332,875 | $6,614,098 |
| 2023 | $130,162,426 | $7,328,429 | $7,634,272 | $6,750,000 | 54 | $7,632,148 | $7,971,852 | $6,051,793 |
| 2022 | $122,245,660 | $4,046,537 | $8,035,669 | $7,506,962 | 59 | $7,821,007 | $3,465,136 | $6,655,731 |
| 2021 | $160,727,191 | $12,910,019 | $7,753,165 | $7,003,881 | 55 | $7,223,109 | $12,679,970 | $7,519,522 |
| 2020 | $150,783,238 | $7,332,736 | $6,870,403 | $6,008,982 | 45 | — | $7,185,195 | $6,521,599 |
Under IRS private-foundation payout rules, The Sharon D Lund Foundation reported a distributable amount of $6.6M for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The foundation’s stated purpose is to support vulnerable children and families through pediatric healthcare innovation and mental health services. At CHOC, its support has included the Mi4 Institute, which conducts research in areas such as artificial intelligence, genomic medicine, and robotic surgery; a youth mental health crisis clinic; and school-based WellSpaces offering students access to health, mental health, and education resources.
Its 2024 grants also went to organizations with varied missions. For example, Olive Crest says it provides safe homes, counseling, and education for children and families in crisis; Give Kids the World says it fulfills wishes for children with critical illnesses and their families; and Operation Smile says it provides surgery for people born with cleft lip, cleft palate, and other surgical conditions. The California Institute of the Arts describes its work as an educational community grounded in artistic practice and creative freedom.
Grantmaking
In 2024, the foundation made 55 grants totaling $6,750,000. Grants ranged from $10,000 to $625,000, with a median grant of $60,000. The largest awards included $625,000 to Olive Crest, $537,000 to CHOC Children’s Foundation, $523,000 to California Community Foundation, $500,000 to Children’s Hospital LA, and $450,000 to Volunteers of America - LA. These grants were listed for general operation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Michelle Lund as president; Karen Presley and Marie Sackett as vice presidents; Robert Wilson as secretary/treasurer; Eric Gowey as assistant secretary/treasurer; and Warren Spector as director.
The Sharon D Lund Foundation is led by Michelle Lund, President on every filing since 2020; 2 of 6 officers listed in 2024 are compensated.
Officers on the 2024 filing
Michelle Lund
President
On filings since 2020
3 hrs/week
No compensation reported
Warren Spector
Director
On filings since 2021
3 hrs/week
No compensation reported
Karen Presley
Vice President
On filings since 2020
23 hrs/week
$72K (2020) → $95K (2024)
Marie Sackett
Vice President
On filings since 2020
20 hrs/week
$72K (2020) → $95K (2024)
Eric Gowey
Assistant Secretary & Treasurer
On filings since 2020
3 hrs/week
No compensation reported
Robert Wilson
Secretary & Treasurer
On filings since 2020
3 hrs/week
No compensation reported
Former officers (2)
- Former: Bradford Lund (2020) — Vice President
- Former: Gloria Wilson (2020) — Director
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.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $95K, to Karen Presley (Vice President). 2 officers or directors reported compensation on that filing.
Frequently asked questions about The Sharon D Lund Foundation
How much does The Sharon D Lund Foundation give each year?
The Sharon D Lund Foundation gave $6.8M across 55 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $6.8M across 54 grants.
What is The Sharon D Lund Foundation's typical grant size?
The Sharon D Lund Foundation's median grant in 2024 was $60,000, and its average grant was $122,727, across 55 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Sharon D Lund Foundation that year got $43K on average.
Where does The Sharon D Lund Foundation give grants?
The Sharon D Lund Foundation gives mostly in California: 89% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Los Angeles, CA (10 grants), Irvine, CA (5 grants), Orange, CA (4 grants) and Costa Mesa, CA (4 grants).
Does The Sharon D Lund Foundation give general operating support?
Yes: 98% of The Sharon D Lund Foundation's 2024 grants with a stated purpose (54 of 55) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are The Sharon D Lund Foundation's largest grantees?
The Sharon D Lund Foundation's largest 2024 grantees include Olive Crest ($625,000), Choc Children's Foundation ($537,000) and California Community Foundation ($523,000), according to its 2024 IRS Form 990-PF. Together they received 25% of its itemized 2024 grant dollars.
How large is The Sharon D Lund Foundation?
The Sharon D Lund Foundation reported $137.3M in total assets on its 2024 IRS Form 990-PF. It paid out $7.7M in qualifying distributions that year, against a required minimum of $6.6M (roughly 5% of its investment assets).
What does The Sharon D Lund Foundation fund?
The foundation’s stated purpose is to support vulnerable children and families through pediatric healthcare innovation and mental health services. See mission & focus areas ↑
How do I apply for a grant from The Sharon D Lund Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Sharon D Lund Foundation's EIN?
The Sharon D Lund Foundation's EIN (Employer Identification Number) is 23-7306460. IRS Form 990 filing data is available on this page for 2020–2024.
Does The Sharon D Lund Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
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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Cite this profile
Grantable. (2026). The Sharon D Lund Foundation funder profile. GrantGraph. Retrieved October 10, 2026, from https://grantable.co/funders/the-sharon-d-lund-foundation-morg_efb5a11d712b4531b08606e981bea325
BibTeX
@misc{grantable_237306460_2026,
author = {{Grantable}},
title = {{The Sharon D Lund Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/the-sharon-d-lund-foundation-morg_efb5a11d712b4531b08606e981bea325},
note = {Accessed 2026-10-10. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from The Sharon D Lund Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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