Civic Intelligence

Lindholm Foundation

990T • Fiscal year 2024 • EIN 20-0411464

Jan 01, 2024 to Dec 31, 2024 • Filed on Aug 26, 2025

25 Vista MontemarLaguna Niguel, CA 92677

(949) 292-8010

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,304,569Liabilities 2011: $0Net Assets 2011: $3,304,5692011Assets 2012: $2,966,226Liabilities 2012: $02012Assets 2013: $3,139,247Liabilities 2013: $02013Assets 2014: $3,309,499Liabilities 2014: $0Net Assets 2014: $3,309,4992014Assets 2015: $3,483,811Liabilities 2015: $0Net Assets 2015: $3,483,8112015Assets 2016: $2,897,075Liabilities 2016: $0Net Assets 2016: $2,897,0752016Assets 2017: $3,183,150Liabilities 2017: $0Net Assets 2017: $3,183,1502017Assets 2018: $3,228,582Liabilities 2018: $0Net Assets 2018: $3,228,5822018Assets 2019: $3,274,239Liabilities 2019: $0Net Assets 2019: $3,274,2392019Assets 2020: $3,458,476Liabilities 2020: $12020Assets 2021: $3,591,947Liabilities 2021: $0Net Assets 2021: $3,591,9472021Assets 2022: $3,580,903Liabilities 2022: $12022Assets 2023: $3,349,171Liabilities 2023: $12023Assets 2024: $3,493,811Liabilities 2024: $0Net Assets 2024: $3,493,8112024

Latest loaded filing

2024

Assets$3,493,811
Liabilities$0
Net Assets$3,493,811

Operations Trend

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

$1.0M$500K$0-$500K-$1.0MExpenses 2011: $262,3112011Revenue 2012: $246,289Expenses 2012: $584,632Net Income 2012: -$338,3432012Revenue 2013: $403,140Expenses 2013: $230,119Net Income 2013: $173,0212013Revenue 2014: $225,900Expenses 2014: $55,648Net Income 2014: $170,2522014Revenue 2015: $211,090Expenses 2015: $36,778Net Income 2015: $174,3122015Revenue 2016: -$310,857Expenses 2016: $275,879Net Income 2016: -$586,7362016Revenue 2017: $368,318Expenses 2017: $82,243Net Income 2017: $286,0752017Revenue 2018: $223,205Expenses 2018: $177,773Net Income 2018: $45,4322018Revenue 2019: $158,716Expenses 2019: $113,059Net Income 2019: $45,6572019Revenue 2020: $244,859Expenses 2020: $60,622Net Income 2020: $184,2372020Revenue 2021: $275,590Expenses 2021: $142,119Net Income 2021: $133,4712021Revenue 2022: $125,756Expenses 2022: $134,622Net Income 2022: -$8,8662022Revenue 2023: $136,496Expenses 2023: $368,228Net Income 2023: -$231,7322023Revenue 2024: $367,089Expenses 2024: $222,449Net Income 2024: $144,6402024

Latest loaded filing

2024

Revenue$367,089
Expenses$222,449
Net Income$144,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Aug 26, 2025
Return Version
2024v5.2
Filing and Contact Details

Filer

Filer Name
Lindholm Foundation
EIN
20-0411464
Phone
9492928010
Address
25 VISTA MONTEMAR, LAGUNA NIGUEL, CA 92677

Signing Officer

Name
Wayne Lindholm
Title
President
Phone
9498520111
Signed
2025-08-26
Discuss with paid preparer
Yes

Preparer

Firm
The Busch Firm
Address
2532 DUPONT DRIVE, IRVINE, CA 92612
Preparer
Gregory Busch
Phone
9494747368
Raw XML Appendix118 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.

Path#Value
IRS1120ScheduleD/CapitalGainNetIncomeAmt0238
IRS1120ScheduleD/DisposeInvestmentQOFInd00
IRS1120ScheduleD/ExcNetSTGainOverNetLTLossAmt0238
IRS1120ScheduleD/NetSTCapitalGainOrLossAmt0238
IRS1120ScheduleD/TotalSTCGL1099BNotReceivedGrp/TotalGainOrLossAmt0238
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/GainOrLossAmt0238
IRS8949/ShortTermCapitalGainAndLossGrp/CapitalGainAndLossAssetGrp/PropertyDesc0ADVANCED FUND 21-2, LP
IRS8949/ShortTermCapitalGainAndLossGrp/TotalGainOrLossAmt0238
IRS8949/ShortTermCapitalGainAndLossGrp/TransactionsNotRptedOn1099BInd0X
IRS990T/BooksInCareOfDetail/PersonNm0WAYNE LINDHOLM
IRS990T/BooksInCareOfDetail/PhoneNum09498520111
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt025 VISTA MONTEMAR
IRS990T/BooksInCareOfDetail/USAddress/CityNm0LAGUNA NIGUEL
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd092677
IRS990T/BookValueAssetsEOYAmt03493811
IRS990T/CharitableContributionsDedAmt00
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt02
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt087244
IRS990T/Post2017NOLCarryoverGrp/AvlblPost2017NOLCarryoverAmt119470
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd0531390
IRS990T/Post2017NOLCarryoverGrp/PrincipalBusinessActivityCd1531390
IRS990TScheduleA/CapitalGainNetIncomeAmt0238
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/PrincipalBusinessActivityCd0531390
IRS990TScheduleA/PrincipalBusinessActivityCd1531390
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceTotalNum02
IRS990TScheduleA/SequenceTotalNum12
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalOrdinaryGainLossAmt0-757
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-42996
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt1-7977
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-43515
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt1-7977
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-43515
IRS990TScheduleA/TotUnrltTrdBusIncmAmt1-7977
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TradeOrBusinessDesc0RENTAL ACTIVITY FROM PASS-THROUGH ENTITIES
IRS990TScheduleA/TradeOrBusinessDesc1RENTAL ACTIVITY FROM PASS-THROUGH ENTITIES
IRS990TScheduleA/UBIBeforeNOLDedAmt0-43515
IRS990TScheduleA/UBIBeforeNOLDedAmt1-7977
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-43515
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt1-7977
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt00
IRS990T/TaxLessCreditsAmt00
IRS990T/TotalDeductionAmt01000
IRS990T/TotalTaxAmt00
IRS990T/TotalTaxComputationAmt00
IRS990T/TotalUBTIAmt00
IRS990T/TotalUBTIComputedAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0WAYNE LINDHOLM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09498520111
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-08-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINDHOLM FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LIND
ReturnHeader/Filer/EIN0200411464
ReturnHeader/Filer/PhoneNum09492928010
ReturnHeader/Filer/USAddress/AddressLine1Txt025 VISTA MONTEMAR
ReturnHeader/Filer/USAddress/CityNm0LAGUNA NIGUEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd092677
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0330221239
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THE BUSCH FIRM
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02532 DUPONT DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0IRVINE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd092612
ReturnHeader/PreparerPersonGrp/PhoneNum09494747368
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY BUSCH
ReturnHeader/ReturnTs02025-08-26T15:23:36-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.37$0.22$0.14
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$3.35$0.00$0.14$0.37$0.23
2022Summary only. Only limited summary data is available for this year.$3.58$0.00$0.13$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$3.59$0.00$3.59$0.28$0.14$0.13
2020Summary only. Only limited summary data is available for this year.$3.46$0.00$0.24$0.06$0.18
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.00$3.27$0.16$0.11$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.23$0.00$3.23$0.22$0.18$0.05
2017Detailed filing. Detailed filing data is available for this year.$3.18$0.00$3.18$0.37$0.08$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.90$0.00$2.90$0.31$0.28$0.59
2015Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.21$0.04$0.17
2014Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.23$0.06$0.17
2013Summary only. Only limited summary data is available for this year.$3.14$0.00$0.40$0.23$0.17
2012Summary only. Only limited summary data is available for this year.$2.97$0.00$0.25$0.58$0.34
2011Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.26