Lund Family Foundation

990PF • Fiscal year 2013 • EIN 13-3532034

Apr 01, 2012 to Mar 31, 2013 • Filed on Jul 03, 2013

Organization Profile

61 Hazel AvenuePalm Bch Gdns, FL 60035

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • <$500k nonprofits • Source year 2013

76%

Higher net margin than 96% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

10%

Faster asset growth than 67% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

$339,257

Up $31,434 (+10%) from 2012

Net Assets

$339,257

Up $31,434 (+10%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue59th percentile Net Margin96th percentile

Revenue

$41,259

No earlier filing loaded for comparison.

Expenses

$9,826

Up $2,271 (+30%) from 2012

Net Income

$31,433

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth67th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2013

Assets$339,257

Liabilities$0

Net Assets$339,257

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2013

Revenue$41,259

Expenses$9,826

Net Income$31,433

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Apr 1, 2012 to Mar 31, 2013
Signed: Jul 3, 2013
Return Version: 2012v2.0

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Deborah Lund	Trustee	-	$0	-	-
Richard Lund	Trustee	-	$0	-	-
Sandra Lund	Trustee	-	$0	-	-
Robert I Lund	Trustee	PT	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	The contribution was made to the general purpose fund of the organization.	N/A	Palm Beach Gardens, FL, US	$2,000
Paid Grant	-	The contribution was made to the general purpose fund of the organization.	N/A	Denver, CO, US	$1,010
Paid Grant	-	The contribution was made to the general purpose fund of the organization.	N/A	Jupiter, FL, US	$1,000
Paid Grant	-	The contribution was made to the general purpose fund of the organization.	N/A	Riverwoods, IL, US	$1,000
Paid Grant	-	The contribution was made to the general purpose fund of the organization.	N/A	Chicago, IL, US	$1,000
Paid Grant	-	The contribution was made to the general purpose fund of the organization.	N/A	Washington, DC, US	$800
Paid Grant	-	The contribution was made to the general purpose fund of the organization.	N/A	Glencoe, IL, US	$300
Paid Grant	-	The contribution was made to the general purpose fund of the organization.	N/A	Palm Beach Gardens, FL, US	$275
Paid Grant	-	The contribution was made to the general purpose fund of the organization.	N/A	Chicago, IL, US	$250

Filing and Contact Details

Filer

EIN: 13-3532034

Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GeneralExplanationAttachment/GeneralExplanation/Explanation	0	PART XV LINE 2 SUPPLEMENTAL INFORMATIONThe organization's primary activity is to support by contributions other organizations qualifying for exemption under section 501(c)(3) of the Internal Revenue Code. The trustees choose these organizations based upon their knowledge of the organizations' activities. No contributions, grants, gifts, loans or scholarships are made to individuals. The organization does not presently receive applications or conduct programs for donations in its activities.
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue	0	99876
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	0	100000 Caterpillar Finl Svcs Corp Mtn
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	1	75000 UPS Inc. 5.125% 4/1/2019
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	2	25000 IBM 6.5% 10/15/2013 SR
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount	0	13324
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	535
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IRS990PF/BalanceSheets/CapitalStockBOY	0	307823
IRS990PF/BalanceSheets/CapitalStockEOY	0	339257
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY	0	178423
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IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV	0	215921
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IRS990PF/BalanceSheets/InvestmentsGovtObligBOY	0	100054
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	29346
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	399119
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
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IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	339257
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IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	238
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	31433
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases	0	1
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	339257
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	17143
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	17143
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IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	17405
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	262
IRS990PF/DistributableAmount/TotalTax	0	262
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear	0	844
IRS990PF/ExciseTaxBasedOnInvestmentIncm/EstTaxPaymentsAndOverpayment	0	1106
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	262
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment	0	844
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	262
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	262
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TotalCreditsAndPayments	0	1106
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	399119
IRS990PF/MethodOfAccountingCash	0	X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	353405
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	57085
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	296320
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	5301
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	17405
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	348104
IRS990PF/MinimumInvestmentReturn/ReductionClaimed	0	0
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	353405
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	2	1.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	3	5.00
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	Deborah Lund
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	Richard Lund
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	Sandra Lund
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	Robert I Lund
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	103 Prospect
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	817 Kimballwood Lane
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	61 Hazel Avenue
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	3	61 Hazel Avenue
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	Highland Park
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	Highland Park
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	Highland Park
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	Highland Park
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	IL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	IL
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	3	IL
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	60035
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	3	60035
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	30534
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	30403
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.08734
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.01600
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IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	348104
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IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	339488
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	258486
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IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	131
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	14245
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	34266
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.43670
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IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	8170
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	8170
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine1	0	Robert I Lund
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	8474332468
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	61 Hazel Avenue
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	Highland Park
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	IL
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	600353306
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
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IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
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IRS990PF/StatementsRegardingActivities/Form990TFiled	0	false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
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IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	IL
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions	0	false
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IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
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IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
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IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
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IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
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IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied	0	false
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	Please note, the foundation is not involved in any direct charitable activities. Its primary purpose is to support, by contributions, other organizations exempt under section 501(c)(3) of the Internal Revenue Code.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1	0	0
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	2000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	1	275
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	250
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	800
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	300
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	6	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	7	1010
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	8	1000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	The contribution was made to the general purpose fund of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	The contribution was made to the general purpose fund of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	The contribution was made to the general purpose fund of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	The contribution was made to the general purpose fund of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	The contribution was made to the general purpose fund of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	The contribution was made to the general purpose fund of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	6	The contribution was made to the general purpose fund of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	7	The contribution was made to the general purpose fund of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	8	The contribution was made to the general purpose fund of the organization.
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	6	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	7	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	8	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	0	FC Charities Fdn-R A Bruno ALS Fmly
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	1	Frenchmans Creek Charities Foundati
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	2	Univ of Chicago - J Gilmore Mem Fd
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	3	Jupiter Medical Center
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	4	US Holocaust Memorial Museum
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	5	North Shore Congregation Israel
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	6	College Bound Opportunities
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	7	JUF - Jewish Council for Youth Serv
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	8	Planned Parenthood Chicago Area
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	1	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	2	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	3	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	4	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	5	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	6	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	7	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	8	None
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	13495 Tournament Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	13495 Tournament Drive
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	5801 S Ellis Avenue
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	1210 S Old Dixie Hwy
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	100 Raoul Wallenberg Pl SW
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	1185 Sheridan Road
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	6	2033 N Milwaukee Ave
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	7	1400 Jackson Street
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	8	18 S Michigan Avenue 6th floor
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	Palm Beach Gardens
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	Palm Beach Gardens
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	Jupiter
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	Washington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	Glencoe
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	6	Riverwoods
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	7	Denver
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	8	Chicago
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	DC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	6	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	7	CO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	8	IL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	33410
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	33410
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	60637
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	33458
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	20024
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	60022
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	6	60015
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	7	80206
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	8	60603
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	7635
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	8170
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	17143
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	18175
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	23062
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	21322
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	8973
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	8973
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear5	0	12349
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	41237
IRS990PF/UndistributedIncome/ExcessFromYear2	0	18175
IRS990PF/UndistributedIncome/ExcessFromYear4	0	23062
IRS990PF/UndistributedIncome/QualifyingDistributions	0	8170
IRS990PF/UndistributedIncome/TotalCorpus	0	53586
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	62559
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus	0	0
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	Illinois filing fee
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	15
OtherIncomeSchedule2/OtherIncome/Description	0	Federal excise tax refund
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	1106
OtherIncreasesSchedule/OtherIncreases/Amount	0	1
OtherIncreasesSchedule/OtherIncreases/Description	0	Rounding
TaxesSchedule/Taxes/Amount	0	1106
TaxesSchedule/Taxes/Category	0	Federal excise tax
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/Filer/EIN	0	133532034
ReturnHeader/Filer/Name/BusinessNameLine1	0	Lund Family Foundation
ReturnHeader/Filer/NameControl	0	LUND
ReturnHeader/Filer/Phone	0	8474332468
ReturnHeader/Filer/USAddress/AddressLine1	0	61 Hazel Avenue
ReturnHeader/Filer/USAddress/City	0	Highland Park
ReturnHeader/Filer/USAddress/State	0	IL
ReturnHeader/Filer/USAddress/ZIPCode	0	60035
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-07-03
ReturnHeader/Officer/Name	0	Robert Lund
ReturnHeader/Officer/Title	0	Trustee
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Nancy S Funk CPA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	676 DeTamble Ave
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Highland Park
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IL
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	600354002
ReturnHeader/Preparer/Name	0	Nancy S Funk
ReturnHeader/Preparer/Phone	0	8474332674
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-04-01
ReturnHeader/TaxPeriodEndDate	0	2013-03-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-07-03T14:04:34-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $339,257
Liabilities: $0
Net assets: $339,257
Revenue: $41,259
Expenses: $9,826
Net income: $31,433

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2025Detailed filing. Detailed filing data is available for this year.	$2.80	$0.00	$2.80	$0.20	$0.32	$0.12
2024Detailed filing. Detailed filing data is available for this year.	$2.96	$0.00	$2.96	$0.20	$0.35	$0.15
2023Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13	$0.14	$0.28	$0.14
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.	$3.27	$0.00	$3.27	$0.08	$0.28	$0.21
2021Detailed filing. Detailed filing data is available for this year.	$3.48	$0.00	$3.48	$0.86	$0.27	$0.59
2020Detailed filing. Detailed filing data is available for this year.	$2.88	$0.00	$2.88	$0.17	$0.25	$0.08
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.97	$0.00	$2.97	$0.12	$0.18	$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.03	$0.00	$3.03	$0.15	$0.25	$0.10
2017Detailed filing. Detailed filing data is available for this year.	$3.13	$0.00	$3.13	$0.12	$0.23	$0.11
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$3.23	$0.00	$3.23	$0.14	$0.16	$0.02
2015Detailed filing. Detailed filing data is available for this year.	$3.25	$0.00	$3.25	$0.07	$0.20	$0.13
2014Detailed filing. Detailed filing data is available for this year.	$3.38	$0.00	$3.38	$0.08	$0.09	$0.01
2013Detailed filing. Detailed filing data is available for this year.	$3.39	$0.00	$3.39	$0.41	$0.10	$0.31
2012Detailed filing. Detailed filing data is available for this year.	$3.08	$0.00	$3.08		$0.08
2011Detailed filing. Detailed filing data is available for this year.	$3.00	$0.00	$3.00		$0.37