Civic Intelligence

The Sharon D Lund Foundation

990PF • Fiscal year 2019 • EIN 23-7306460

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization Profile
725 Town And Country Road No 520Orange, CA 92868

(714) 569-5000

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Higher debt load relative to assets than 15% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Liabilities / Revenue

20th percentile

0.07x

Higher debt load relative to revenue than 20% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Net Margin

24th percentile

-2.7%

Higher net margin than 24% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Source year 2019

Top Officer Pay

12th percentile

$68,500

Higher top officer pay than 12% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2019 filings • $100M-$250M nonprofits • Source year 2019

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Revenue Growth

9th percentile

-29%

Faster revenue growth than 9% of similar nonprofits.

2019 filings • $100M-$250M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$132,558,723

Up $13,026,070 (+11%) from 2018

Net Assets

Up

$132,005,271

Up $12,970,920 (+11%) from 2018

Liabilities

Up

$553,452

Up $55,150 (+11%) from 2018

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin24th percentile

Revenue

Down

$7,423,990

Down $3,010,485 (-29%) from 2018

Expenses

Up

$7,621,542

Up $100,889 (+1.3%) from 2018

Net Income

Down

-$197,552

Down $3,111,374 (-107%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$200M$150M$100M$50M$0Assets 2014: $126,614,282Liabilities 2014: $520,890Net Assets 2014: $126,093,3922014Assets 2015: $120,640,018Liabilities 2015: $402,316Net Assets 2015: $120,237,7022015Assets 2016: $121,849,925Liabilities 2016: $455,559Net Assets 2016: $121,394,3662016Assets 2017: $131,734,115Liabilities 2017: $686,394Net Assets 2017: $131,047,7212017Assets 2018: $119,532,653Liabilities 2018: $498,302Net Assets 2018: $119,034,3512018Assets 2019: $132,558,723Liabilities 2019: $553,452Net Assets 2019: $132,005,2712019Assets 2020: $150,783,238Liabilities 2020: $838,200Net Assets 2020: $149,945,0382020Assets 2021: $160,727,191Liabilities 2021: $974,242Net Assets 2021: $159,752,9492021Assets 2022: $122,245,660Liabilities 2022: $437,300Net Assets 2022: $121,808,3602022Assets 2023: $130,162,426Liabilities 2023: $417,056Net Assets 2023: $129,745,3702023Assets 2024: $137,323,961Liabilities 2024: $648,140Net Assets 2024: $136,675,8212024

Highlighted filing

2019

Assets$132,558,723
Liabilities$553,452
Net Assets$132,005,271
Open 2019 Filing

Operations Trend

Revenue Growth9th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2014: $6,601,268Expenses 2014: $7,051,241Net Income 2014: -$449,9732014Revenue 2015: $6,162,193Expenses 2015: $7,181,165Net Income 2015: -$1,018,9722015Revenue 2016: $4,251,075Expenses 2016: $7,269,895Net Income 2016: -$3,018,8202016Revenue 2017: $8,622,186Expenses 2017: $7,632,557Net Income 2017: $989,6292017Revenue 2018: $10,434,475Expenses 2018: $7,520,653Net Income 2018: $2,913,8222018Revenue 2019: $7,423,990Expenses 2019: $7,621,542Net Income 2019: -$197,5522019Revenue 2020: $7,332,736Expenses 2020: $6,870,403Net Income 2020: $462,3332020Revenue 2021: $12,910,019Expenses 2021: $7,753,165Net Income 2021: $5,156,8542021Revenue 2022: $4,046,537Expenses 2022: $8,035,669Net Income 2022: -$3,989,1322022Revenue 2023: $7,328,429Expenses 2023: $7,634,272Net Income 2023: -$305,8432023Revenue 2024: $8,235,332Expenses 2024: $7,871,453Net Income 2024: $363,8792024

Highlighted filing

2019

Revenue$7,423,990
Expenses$7,621,542
Net Income-$197,552
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay12th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
KAREN PRESLEYVice PresidentPT$68,500-$68,500
MARIE SACKETTVice PresidentPT$68,500-$68,500
MICHELLE LUNDPresident-$0--
BRADFORD LUNDVice President-$0--
ROBERT WILSONSecretary/Treasurer-$0--
ERIC GOWEYAsst. Secretary/Treasurer-$0--
GLORIA WILSONDirector-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCALIFORNIA COMMUNITY FOUNDATIONGENERAL OPERATIONSPCLOS ANGELES, CA, US$650,000
Paid GrantCHOC CHILDREN'S FOUNDATIONGENERAL OPERATIONSPCORANGE, CA, US$625,000
Paid GrantFROSTIG CENTERGENERAL OPERATIONSPCPASADENA, CA, US$610,000
Paid GrantCHILDREN'S HOSPITAL LOS ANGELESGENERAL OPERATIONSPCLOS ANGELES, CA, US$500,000
Paid GrantRIVERVIEW SCHOOLGENERAL OPERATIONSPCCAPE COD, MA, US$350,000
Paid GrantDR SUSAN LOVE RESEARCH FOUNDATIONGENERAL OPERATIONSPCENCINO, CA, US$305,000
Paid GrantBOYS AND GIRLS CLUB OF CENTRAL ORANGE COUNTYGENERAL OPERATIONSPCIRVINE, CA, US$302,256
Paid GrantSEGERSTROM CENTER FOR THE ARTSGENERAL OPERATIONSPCCOSTA MESA, CA, US$260,000
Paid GrantOPERATION SMILE - MISSIONGENERAL OPERATIONSPCVIRGINIA BEACH, VA, US$250,000
Paid GrantPHOENIX CHILDREN'S HOSPITALGENERAL OPERATIONSPCPHOENIX, AZ, US$250,000
Paid GrantVOA - MAUD BOOTH CENTERGENERAL OPERATIONSPCLOS ANGELES, CA, US$250,000
Paid GrantORANGE COUNTY COMMUNITY FOUNDATIONGENERAL OPERATIONSPCNEWPORT BEACH, CA, US$245,000
Paid GrantCALIFORNIA INSTITUTE OF THE ARTSGENERAL OPERATIONSPCVALENCIA, CA, US$235,000
Paid GrantRYMAN ARTSGENERAL OPERATIONSPCLOS ANGELES, CA, US$225,000
Paid GrantGIVE KIDS THE WORLDGENERAL OPERATIONSPCKISSIMMEE, FL, US$175,000
Paid GrantRONALD MCDONALD HOUSE OF SCGENERAL OPERATIONSPCORANGE, CA, US$175,000
Paid GrantCHILDHELP USAGENERAL OPERATIONSPCPHOENIX, AZ, US$150,000
Paid GrantSAVE THE FAMILYGENERAL OPERATIONSPCMESA, AZ, US$150,000
Paid GrantWALT DISNEY MUSEUMGENERAL OPERATIONSPCMARCELINE, MO, US$120,000
Paid GrantFREE WHEELCHAIR MISSIONGENERAL OPERATIONSPCIRVINE, CA, US$100,000
Paid GrantOLIVE CRESTGENERAL OPERATIONSPCSANTA ANA, CA, US$100,000
Paid GrantTHE YOUNG AMERICANSGENERAL OPERATIONSPCCORONA, CA, US$80,000
Paid GrantTHE SHEEPFOLDGENERAL OPERATIONSPCANAHEIM, CA, US$53,558
Paid GrantA PLACE CALLED HOMEGENERAL OPERATIONSPCLOS ANGELES, CA, US$50,000
Paid GrantART DIVISIONGENERAL OPERATIONSPCLOS ANGELES, CA, US$50,000
Paid GrantBEST BUDDIESGENERAL OPERATIONSPCLOS ANGELES, CA, US$50,000
Paid GrantCANINE COMPANIONS FOR INDEPENDENCEGENERAL OPERATIONSPCOCEANSIDE, CA, US$50,000
Paid GrantEARTHFIREGENERAL OPERATIONSPCDRIGGS, ID, US$50,000
Paid GrantFOSTERALLGENERAL OPERATIONSPCGLENDALE, CA, US$50,000
Paid GrantGUIDE DOGS OF AMERICAGENERAL OPERATIONSPCSYLMAR, CA, US$50,000
Paid GrantGUIDE DOGS OF THE DESERTGENERAL OPERATIONSPCWHITEWATER, CA, US$50,000
Paid GrantJOHN TRACY CLINICGENERAL OPERATIONSPCLOS ANGELES, CA, US$50,000
Paid GrantSHARE OUR SELVES (SOS)GENERAL OPERATIONSPCCOSTA MESA, CA, US$50,000
Paid GrantSTRIVEGENERAL OPERATIONSPCLOS ANGELES, CA, US$50,000
Paid GrantTHE WOODEN FLOORGENERAL OPERATIONSPCSANTA ANA, CA, US$50,000
Paid GrantWESTMARK SCHOOLGENERAL OPERATIONSPCENCINO, CA, US$50,000
Paid GrantFRIENDLY CENTERGENERAL OPERATIONSPCORANGE, CA, US$37,467
Paid GrantSCHOOL ON WHEELSGENERAL OPERATIONSPCVENTURA, CA, US$30,000
Paid GrantUNITED FRIENDS OF CHILDRENGENERAL OPERATIONSPCLOS ANGELES, CA, US$30,000
Paid GrantGUIDE DOGS FOR THE BLINDGENERAL OPERATIONSPCSAN RAFAEL, CA, US$25,000
Paid GrantINDEPENDENCE CENTERGENERAL OPERATIONSPCLOS ANGELES, CA, US$25,000
Paid GrantMAKE A WISH LAGENERAL OPERATIONSPCLOS ANGELES, CA, US$25,000
Paid GrantMAKE A WISH OCGENERAL OPERATIONSPCIRVINE, CA, US$25,000
Filing and Contact Details

Filer

Filer Name
The Sharon D Lund Foundation
EIN
23-7306460
Phone
7145695000
Address
725 TOWN AND COUNTRY ROAD NO 520, ORANGE, CA 92868

Signing Officer

Name
Michelle Lund
Title
President
Phone
7145695000
Signed
2020-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Lopez Accounting Group
Address
3500 WEST OLIVE AVENUE SUITE 680, BURBANK, CA 91505
Preparer
Juan P Lopez CPA
Phone
8188407075
Raw XML AppendixShowing 400 of 909 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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IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt059067286
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt059067286
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt041532
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt041532
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt07716
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt0119034351
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt0132005271
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt03752
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt03752
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt03752
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt046721746
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt052239334
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt052239334
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt0487906
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt0522202
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesBOYAmt080065
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYAmt061286
IRS990PF/Form990PFBalanceSheetsGrp/PrepaidExpensesEOYFMVAmt061286
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03680396
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0554110
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0554110
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0119532653
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0132558723
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0132558723
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0498302
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0553452
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0119532653
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0132558723
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0119034351
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0132005271
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0130167969
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0545771
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0129557160
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01952520
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt065038
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt06410772
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0128215449
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0130167969
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt0BMO FAMILY OFFICE LLC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/BusinessName/BusinessNameLine1Txt1NORTHERN TRUST BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt0156978
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/CompensationAmt151726
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/ServiceTypeTxt1CUSTODIAL SERVICES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt04380 SW MACADAM AVENUE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt150 SOUTH LASALLE STREET B-10
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm1CHICAGO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/StateAbbreviationCd1IL
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt220.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt320.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt43.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt268500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt368500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MICHELLE LUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BRADFORD LUND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KAREN PRESLEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3MARIE SACKETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4ROBERT WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5ERIC GOWEY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm6GLORIA WILSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3VICE PRESIDENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5ASST. SECRETARY/TREASURER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt6DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0725 TOWN AND COUNTRY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1725 TOWN AND COUNTRY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2725 TOWN AND COUNTRY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3725 TOWN AND COUNTRY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt4725 TOWN AND COUNTRY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt5725 TOWN AND COUNTRY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt6725 TOWN AND COUNTRY ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ORANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1ORANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2ORANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3ORANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4ORANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5ORANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm6ORANGE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd5CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd6CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd092868
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd192868
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd292868
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd392868
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd492868
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd592868
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd692868
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt06834781
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt06907327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt07100782
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt06628998
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt06658871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt06625459
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt06345592
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.053307
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.055216
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.052445
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.055792
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052889
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.050191
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt072546
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0128215449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0128600015
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0126399946
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0119352656
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0125271284
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0126429283
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt07297344
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.266533
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt07224798
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt07297344
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt072546
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt07297344
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT L WILSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0725 TOWN AND COUNTRY ROAD NO 520
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ORANGE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd092868
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum07145695000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt050000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt250000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt3302256
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt5235000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt650000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt7150000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt8500000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt9625000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt10305000

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$132,558,723
Liabilities
$553,452
Net assets
$132,005,271
Revenue
$7,423,990
Expenses
$7,621,542
Net income
-$197,552
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$137$0.65$137$8.24$7.87$0.36
2023Detailed filing. Detailed filing data is available for this year.$130$0.42$130$7.33$7.63$0.31
2022Detailed filing. Detailed filing data is available for this year.$122$0.44$122$4.05$8.04$3.99
2021Detailed filing. Detailed filing data is available for this year.$161$0.97$160$12.9$7.75$5.16
2020Detailed filing. Detailed filing data is available for this year.$151$0.84$150$7.33$6.87$0.46
2019Detailed filing. Detailed filing data is available for this year.$133$0.55$132$7.42$7.62$0.20
2018Detailed filing. Detailed filing data is available for this year.$120$0.50$119$10.4$7.52$2.91
2017Detailed filing. Detailed filing data is available for this year.$132$0.69$131$8.62$7.63$0.99
2016Detailed filing. Detailed filing data is available for this year.$122$0.46$121$4.25$7.27$3.02
2015Detailed filing. Detailed filing data is available for this year.$121$0.40$120$6.16$7.18$1.02
2014Detailed filing. Detailed filing data is available for this year.$127$0.52$126$6.60$7.05$0.45