The Sharon D Lund Foundation
The Sharon D Lund Foundation is a civic and social organizations foundation headquartered in Orange, California. Founded in 1973, the foundation operates with a small team of 2 employees and maintains an active grantmaking program.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$137.3M
+5.5% YoY
Annual Giving
$6.8M
+0.0% YoY
Grant Count
55
+1.9% YoY
Avg Grant Size
$123K
-1.8% YoY
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.
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Geographic Focus
Where this funder awards grants
The foundation funds organizations in the United States, with a particular presence in California.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $137,323,961 | $130,162,426 | $122,245,660 |
| Revenue | $8,235,332 | $7,328,429 | $4,046,537 |
| Expenses | $7,871,453 | $7,634,272 | $8,035,669 |
| Qualifying Distributions | $7,711,154 | $7,632,148 | $7,821,007 |
| Net Investment Income | $8,332,875 | $7,971,852 | $3,465,136 |
| Distributable Amount | $6,614,098 | $6,051,793 | $6,655,731 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
245 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Olive Crest ($625,000), Choc Children's Foundation ($537,000), California Community Foundation ($523,000).
| Recipient | Purpose | Amount |
|---|---|---|
| A PLACE CALLED HOME LOS ANGELES, CA | GENERAL OPERATION | $60,000 |
| AMERICAN CAREER COLLEGE EDUCATIONAL IRVINE, CA | GENERAL OPERATION | $75,000 |
| ART DIVISION SOUTH PASADENA, CA | GENERAL OPERATION | $50,000 |
| BEST BUDDIES MIAMI, FL | GENERAL OPERATION | $50,000 |
| BOYS & GIRLS CLUB OF CENTRAL OC IRVINE, CA | GENERAL OPERATION | $325,000 |
| BRACKEN'S KITCHEN GARDEN GROVE, CA | GENERAL OPERATION | $30,000 |
| CALIFORNIA CASA SAN DIEGO, CA | GENERAL OPERATION | $25,000 |
| CALIFORNIA COMMUNITY FOUNDATION LOS ANGELES, CA | GENERAL OPERATION | $523,000 |
| CALIFORNIA INSTITUTE OF THE ARTS VALENCIA, CA | GENERAL OPERATION | $200,000 |
| CANINE COMPANIONS OCEANSIDE, CA | GENERAL OPERATION | $100,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| MICHELLE LUND | PRESIDENT | 3 | — |
| KAREN PRESLEY | VICE PRESIDENT | 23 | $95,465 |
| ROBERT WILSON | SECRETARY / TREASURER | 3 | — |
| ERIC GOWEY | ASST. SECRETARY/TREASURER | 3 | — |
| WARREN SPECTOR | DIRECTOR | 3 | — |
| MARIE SACKETT | VICE PRESIDENT | 20 | $94,744 |
Recent News & Activity
Recent developments and announcements
The foundation has been featured in coverage highlighting its work in healthcare innovation, particularly through partnerships with children's health organizations in the region.
Frequently Asked Questions
Where does The Sharon D Lund Foundation make grants?
The foundation funds organizations in the United States, with a particular presence in California.
What size grants does The Sharon D Lund Foundation award?
In 2024, The Sharon D Lund Foundation awarded 55 grants totaling $6.8M — an average of about $123K per grant, based on its IRS Form 990 filings.
How much is The Sharon D Lund Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, The Sharon D Lund Foundation reported a distributable amount of $6.6M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
Explore Open Grants
Browse active grant opportunities in The Sharon D Lund Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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