The Sharon D. LUND Foundation
EIN 237306460 Private FoundationTotal Given 2016–2024
$53.8M
400 grants · $6.0M avg/year
based on 9 yrs of IRS 990-PF records on file
$1M+/yr
mid-tier
capacity
$55K
typical mid grants · $40K–$156K
grant size
83%
deep partner · 96/116 multi-year
repeat
$137.3M
Assets (2024)
116
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(714) 569-5000
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $6.4M | $121.8M | $4.3M | 45 |
| 2017 | $6.5M | $131.7M | $8.6M | 45 |
| 2018 | $6.9M | $119.5M | $10.4M | 42 |
| 2019 | N/A | $132.6M | $7.4M | N/A |
| 2020 | $6.0M | $150.8M | $7.3M | 45 |
| 2021 | $7.0M | $160.7M | $12.9M | 55 |
| 2022 | $7.5M | $122.2M | $4.0M | 59 |
| 2023 | $6.8M | $130.2M | $7.3M | 54 |
| 2024 | $6.8M | $137.3M | $8.2M | 55 |
Grant Size Distribution
Based on 400 grants on record
Minimum
$2K
25th Pctl
$40K
Median
$55K
Average
$135K
75th Pctl
$156K
Maximum
$1.3M
Geographic Distribution
Officers & Directors
ML
Michelle LUND
9+ yrs
President
Leadership
BL
Bradford LUND
5 yrs
Vice President
Leadership
KP
Karen Presley
9+ yrs
Vice President
Leadership
MS
Marie Sackett
9+ yrs
Vice President
Leadership
RW
Robert Wilson
8 yrs
Secretary/Treasurer
Leadership
EG
ERIC Gowey
9+ yrs
Assistant. Secretary/Treasurer
Leadership
GW
Gloria Wilson
5 yrs
Director
ML
Michelle LUND
9+ yrs
President
Leadership
MS
Marie Sackett
9+ yrs
Vice President
Leadership
KP
Karen Presley
9+ yrs
Vice President
Leadership
BL
Bradford LUND
5 yrs
Vice President
Leadership
RW
Robert Wilson
8 yrs
Secretary/Treasurer
Leadership
EG
ERIC Gowey
9+ yrs
Assistant. Secretary/Treasurer
Leadership
GW
Gloria Wilson
5 yrs
Director
ML
Michelle LUND
9+ yrs
President
Leadership
MS
Marie Sackett
9+ yrs
Vice President
Leadership
KP
Karen Presley
9+ yrs
Vice President
Leadership
BL
Bradford LUND
5 yrs
Vice President
Leadership
EG
ERIC Gowey
9+ yrs
Assistant. Secretary/Treasurer
Leadership
RW
Robert Wilson
8 yrs
Secretary/Treasurer
Leadership
GW
Gloria Wilson
5 yrs
Director
ML
Michelle LUND
9+ yrs
President
Leadership
MS
Marie Sackett
9+ yrs
Vice President
Leadership
KP
Karen Presley
9+ yrs
Vice President
Leadership
BL
Bradford LUND
5 yrs
Vice President
Leadership
EG
ERIC Gowey
9+ yrs
Assistant. Secretary/Treasurer
Leadership
RW
Robert Wilson
8 yrs
Secretary/Treasurer
Leadership
GW
Gloria Wilson
5 yrs
Director
ML
Michelle LUND
9+ yrs
President
Leadership
BL
Bradford LUND
5 yrs
Vice President
Leadership
MS
Marie Sackett
9+ yrs
Vice President
Leadership
KP
Karen Presley
9+ yrs
Vice President
Leadership
EG
ERIC Gowey
9+ yrs
Assistant. Secretary/Treasurer
Leadership
RW
Robert Wilson
8 yrs
Secretary/Treasurer
Leadership
GW
Gloria Wilson
5 yrs
Director
Grants Awarded (400 total)
| Purpose | ||||
|---|---|---|---|---|
| CHOC Children's Foundation | Orange, CA | $1,285,000 | GENERAL OPERATIONS | 2021 |
| CHOC Children's Foundation | Orange, CA | $1,100,000 | GENERAL OPERATIONS ;LISTTOTAL 600000 | 2018 |
| CHOC Children's Foundation | Orange, CA | $1,010,000 | GENERAL OPERATIONS | 2022 |
| CHOC Children's Foundation | Orange, CA | $790,000 | GENERAL OPERATION | 2023 |
| Olive Crest | Santa ANA, CA | $625,000 | GENERAL OPERATION | 2024 |
| CHOC Children's Foundation | Orange, CA | $600,000 | GENERAL OPERATIONS | 2020 |
| California Institute of the Arts | Valencia, CA | $600,000 | GENERAL OPERATIONS | 2016 |
| CHOC Children's Foundation | Orange, CA | $600,000 | GENERAL OPERATIONS | 2016 |
| CHOC Children's Foundation | Orange, CA | $600,000 | GENERAL OPERATIONS | 2017 |
| Westmark School | Encino, CA | $550,000 | GENERAL OPERATIONS | 2022 |
| Westmark School | Encino, CA | $550,000 | GENERAL OPERATION | 2023 |
| CHOC Children's Foundation | Orange, CA | $537,000 | GENERAL OPERATION | 2024 |
| Frostig Center | Pasadena, CA | $535,000 | GENERAL OPERATIONS | 2016 |
| California Institute of the Arts | Valencia, CA | $525,000 | GENERAL OPERATIONS | 2017 |
| California Community Foundation | LOS Angeles, CA | $523,000 | GENERAL OPERATION | 2024 |
| California Community Foundation | LOS Angeles, CA | $514,880 | GENERAL OPERATIONS | 2020 |
| Operation Smile - Mission | Virginia Beach, VA | $500,000 | GENERAL OPERATIONS | 2018 |
| Children's Hospital LOS Angeles | LOS Angeles, CA | $500,000 | GENERAL OPERATIONS | 2020 |
| Children's Hospital La | LOS Angeles, CA | $500,000 | GENERAL OPERATIONS | 2021 |
| Philanthropic Impact Fund | Beverly Hills, CA | $500,000 | GENERAL OPERATIONS | 2021 |
| RADY Children's Hospital Foundation | San Diego, CA | $500,000 | GENERAL OPERATIONS | 2021 |
| Children's Hospital La | LOS Angeles, CA | $500,000 | GENERAL OPERATIONS | 2022 |
| RADY Children's Hospital Foundation | San Diego, CA | $500,000 | GENERAL OPERATIONS | 2022 |
| Children's Hospital La | LOS Angeles, CA | $500,000 | GENERAL OPERATION | 2023 |
| Children's Hospital La | LOS Angeles, CA | $500,000 | GENERAL OPERATION | 2024 |
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