Civic Intelligence

Lundy Family Foundation

990 • Fiscal year 2015 • EIN 32-0030783

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 09, 2016

Organization ProfileN/A
5485 Harpers Farm Rd Suite 200Columbia, MD 21044

(410) 730-0900

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

94th percentile

59%

Higher net margin than 94% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

Score unavailable

No value available

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

Source year 2015

Revenue Growth

Score unavailable

No value available

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

Source year 2015

Balance Sheet
Liabilities / Assets13th percentile

Assets

$3,455,729

No earlier filing loaded for comparison.

Net Assets

$3,455,729

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue13th percentileNet Margin94th percentile

Revenue

$814,108

No earlier filing loaded for comparison.

Expenses

$334,951

No earlier filing loaded for comparison.

Net Income

$479,157

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $3,455,729Liabilities 2015: $0Net Assets 2015: $3,455,7292015Assets 2016: $2,950,674Liabilities 2016: $0Net Assets 2016: $2,950,6742016Assets 2017: $2,876,356Liabilities 2017: $0Net Assets 2017: $2,876,3562017Assets 2018: $2,425,589Liabilities 2018: $0Net Assets 2018: $2,425,5892018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2015

Assets$3,455,729
Liabilities$0
Net Assets$3,455,729
Open 2015 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.0M$500K$0-$500KRevenue 2015: $814,108Expenses 2015: $334,951Net Income 2015: $479,1572015Revenue 2016: -$120,179Expenses 2016: $316,058Net Income 2016: -$436,2372016Revenue 2017: $82,541Expenses 2017: $360,078Net Income 2017: -$277,5372017Revenue 2018: $139,281Expenses 2018: $295,478Net Income 2018: -$156,1972018Revenue 2019: $364,121Expenses 2019: $386,463Net Income 2019: -$22,3422019

Highlighted filing

2015

Revenue$814,108
Expenses$334,951
Net Income$479,157
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 9, 2016
Return Version
2015v2.1
Gross Receipts
$1,806,374
Mission and Program Overview

Mission

To conduct and support activities for the benefit of, to perform the functions, and/or to carry out the purposes (collectively the "qualified purposes") of the class of organizations ("qualified organizations") organized under sections 501(c)(3), 509(a)(1), and 509(a)(2) of the internal revenue code of 1986, as amended from time to time ("code") which support, promote and/or perform educational and/or christian objectives, including but not limited to christian evangelism, acts of service, edification and stewardship (all of such organizations collectively being the "supported class").

To conduct,support,promote and/or perform educational and/or christian objectives, including but not limited to christian evangelism, acts of service, edification and stewardship.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,295,101$3,455,729▲ $160,628
Investments in Publicly Traded Securities$1,766,010$1,802,191▲ $36,181
Savings and Temporary Cash Investments$42,285$485,991▲ $443,706
Investments Other Securities$147,924$0▼ $147,924
Land, Buildings, and Equipment, Net$145,472$139,090▼ $6,382
Cash and Non-Interest-Bearing Accounts$126,172$102,101▼ $24,071
Prepaid Expenses and Deferred Charges$7,991$0▼ $7,991
Accounts Receivable$2,247$0▼ $2,247
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$3,300,101$3,455,729▲ $155,628
Other Assets Total$1,062,000$926,356▼ $135,644
Liabilities
Other Liabilities$5,000$0▼ $5,000
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$5,000$0▼ $5,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,295,101$3,455,729▲ $160,628
Total Liabilities and Net Assets / Fund Balance$3,300,101$3,455,729▲ $155,628

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$139,090$36,431-
Other Assets Org$54,356--
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Chris Burtonasst treas, trustee
William R DevenManaging TRUSTEE
Emanuel J Kallina IiManaging TRUSTEE & Exec COM
Harry Lewis Lundy JrPRES,trustee & Exec committee
Kerry L BurtonSECRETARY & trustee
Dianne Lundy HeeterTrustee
Scott HeeterTrustee
Laurie LundyTreas,trust & Exec Committee
Revenue and Support

Revenue Composition

Contributions and Grants
$580,968
Program Service Revenue
$0
Investment Income
$180,930
Other Revenue
$52,210
All Other Contributions
$580,968
Change in Net Assets
$479,157

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Real Estate Residential1$210,000Fair Market Value (FMV)
Total Noncash Contributions1$210,000-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$309,590
Other Expenses$25,361
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$309,590--$309,590
Fees for Service Investment Mgmnt Fees-$13,374-$13,374
Fees for Services Accounting-$5,604-$5,604
Fees for Services Legal-$5,117-$5,117
Interest-$1,032-$1,032
Other Expenses-$180$0$180
Fees for Services Other-$54-$54
Total Functional Expenses$309,590$25,361$0$334,951
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Search MinistriesEllicott City, MD501(c)(3)Operations$110,000
Grace Community ChurchFulton, MD501(c)(3)Operations$51,500
Helping Up MissionBaltimore, MD501(c)(3)Operations$40,000
AoetPortland, OR501(c)(3)Operations$36,840
South Hills Pregnancy Resource CenterPittsburgh, PA501(c)(3)Operations$10,000
Washington City MissionWashington, PA501(c)(3)Operations$10,000
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Part VI, Section A, Line 2

“Name of officer, director, etc: harry lewis lundy, jr name of related entity: laurie lundy, kerry burton & diane heeter/ chris burton & scott heeter relationship: father/ father-in-law name of officer, director, etc: kerry l. Burton name of related entity: harry lundy/ laurie lundy & diane heeter/ chris burton relationship: daughter/ sister/ wife name of officer, director, etc: laurie lundy name of related entity: harry lundy/ kerry burton & diane heeter/ chris burton relationship: daughter/ sister/ sister-in-law name of officer, director, etc: chris burton name of related entity: harry lundy/ laurie lundy & diane heeter/ kerry burton relationship: son-in-law/ brother-in-law/ husband name of officer, director, etc: diane heeter name of related entity: harry lundy/ laurie lundy & kerry burton/ chris burton/ scott heeter relationship: daughter/ sister/ sister-in law/wife name of officer, director, etc: scott heeter name of related entity: harry lundy/ laurie lundy & kerry burton/ diane heeter relationship: son-in-law/ brother-in-law/ husband”

Part VI, Section B, Line 12C

“to be reviewed annually”

Part VI, Section C, Line 19

“The organization's governing documents and policies are available for public inspection at the organization's office during regular business hours upon request.”

Part VI, Section B, Line 11

“A draft of form 990 is reviewed and authorized by a member of the board of trustees prior to filing with the irs. The executive committee is responsible for running the day-to-day functions of the foundation, and instructs the president on actions to be taken. The managing trustee of the executive committee (emanuel j. Kallina, ii - see part vii, section a, page 9) is not a disqualified person, and pursuant to the trust agreement and by-laws, has majority vote on the executive committee.”

Filing and Contact Details

Filer

Filer Name
Lundy Family Foundation
EIN
32-0030783
In Care Of
% CHRIS BURTON
Phone
4107300900
Address
5485 Harpers Farm Rd Suite 200, COLUMBIA, MD 21044

Signing Officer

Name
Christopher Burton
Title
executive director
Phone
4109978800
Signed
2016-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Burton
Formed
2002
Legal Domicile
Md
Voting Board Members
8
Independent Board Members
2
Employees
0

Preparer

Firm
Biegel & Waller Llp
Address
10211 Wincopin Circle Ste 300, COLUMBIA, MD 21044
Preparer
Steve Lawrence
Phone
4109970994
Supplemental Narrative

Additional Explanations

Part XI, line 9

“Net change in financial accounting assets related to houses.”

Raw XML AppendixShowing 400 of 682 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt00
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/AccountsReceivableGrp/BOYAmt02247
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO CONDUCT,SUPPORT,PROMOTE AND/OR PERFORM EDUCATIONAL AND/OR CHRISTIAN OBJECTIVES, INCLUDING BUT NOT LIMITED TO CHRISTIAN EVANGELISM, ACTS OF SERVICE, EDIFICATION AND STEWARDSHIP.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt0580968
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0CHRIS BURTON
IRS990/BooksInCareOfDetail/PhoneNum04109978800
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt05485 HARPERS FARM RD STE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0COLUMBIA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd021044
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03295101
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03455729
IRS990/CashNonInterestBearingGrp/BOYAmt0126172
IRS990/CashNonInterestBearingGrp/EOYAmt0102101
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt0580968
IRS990/CYGrantsAndSimilarPaidAmt0309590
IRS990/CYInvestmentIncomeAmt0180930
IRS990/CYOtherExpensesAmt025361
IRS990/CYOtherRevenueAmt052210
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0479157
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0334951
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0814108
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0true
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PROVIDED FUNDS SUPPORTING THE PUBLIC CHARITIES LISTED ON FORM 990 SCHEDULE A PART IV IN ORDER FOR THEM TO CONTINUE THEIR CHARITABLE PURPOSES.
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt0309590
IRS990/FamilyOrBusinessRlnInd0true
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt05604
IRS990/FeesForServicesAccountingGrp/TotalAmt05604
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt05117
IRS990/FeesForServicesLegalGrp/TotalAmt05117
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt054
IRS990/FeesForServicesOtherGrp/TotalAmt054
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt013374
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt013374
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt34.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt34.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.1
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.1
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0HARRY LEWIS LUNDY JR
IRS990/Form990PartVIISectionAGrp/PersonNm1KERRY L BURTON
IRS990/Form990PartVIISectionAGrp/PersonNm2LAURIE LUNDY
IRS990/Form990PartVIISectionAGrp/PersonNm3CHRIS BURTON
IRS990/Form990PartVIISectionAGrp/PersonNm4WILLIAM R DEVEN
IRS990/Form990PartVIISectionAGrp/PersonNm5EMANUEL J KALLINA II
IRS990/Form990PartVIISectionAGrp/PersonNm6DIANNE LUNDY HEETER
IRS990/Form990PartVIISectionAGrp/PersonNm7SCOTT HEETER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRES,trustee & Exec committee
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY & trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREAS,TRUST & EXEC COMMITTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3asst treas, trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Managing TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5Managing TRUSTEE & Exec com
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0144896
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantAmt0309590
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0309590
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0309590
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01101488
IRS990/GrossReceiptsAmt01806374
IRS990/GrossRentsGrp/RealAmt087884
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt02
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/ManagementAndGeneralAmt01032
IRS990/InterestGrp/TotalAmt01032
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036034
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0147924
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01766010
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01802191
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt036431
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0145472
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0139090
IRS990/LandBldgEquipCostOrOtherBssAmt0175521
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0956592
IRS990/LessRentalExpensesGrp/RealAmt035674
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO CONDUCT AND SUPPORT ACTIVITIES FOR THE BENEFIT OF, TO PERFORM THE FUNCTIONS, AND/OR TO CARRY OUT THE PURPOSES (COLLECTIVELY THE "QUALIFIED PURPOSES") OF THE CLASS OF ORGANIZATIONS ("QUALIFIED ORGANIZATIONS") ORGANIZED UNDER SECTIONS 501(C)(3), 509(A)(1), AND 509(A)(2) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED FROM TIME TO TIME ("CODE") WHICH SUPPORT, PROMOTE AND/OR PERFORM EDUCATIONAL AND/OR CHRISTIAN OBJECTIVES, INCLUDING BUT NOT LIMITED TO CHRISTIAN EVANGELISM, ACTS OF SERVICE, EDIFICATION AND STEWARDSHIP (ALL OF SUCH ORGANIZATIONS COLLECTIVELY BEING THE "SUPPORTED CLASS").
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt03295101
IRS990/NetAssetsOrFundBalancesEOYAmt03455729
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0144896
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt052210
IRS990/NetUnrlzdGainsLossesInvstAmt095778
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt0161687
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01062000
IRS990/OtherAssetsTotalGrp/EOYAmt0926356
IRS990/OtherChangesInNetAssetsAmt0-414307
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0180
IRS990/OtherExpensesGrp/TotalAmt0180
IRS990/OtherLiabilitiesGrp/BOYAmt05000
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt07991
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0CHRIS BURTON
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0324949
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0281894
IRS990/PYInvestmentIncomeAmt0188007
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt018588
IRS990/PYOtherRevenueAmt073276
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0285750
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0300482
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0586232
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0479157
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt052210
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0true
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt042285
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0485991
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgClassDesignatedInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0The supported organizations are not listed by name, they are designated by class. Per 1.1 of the Lundy Family Foundation Amended and Restated Trust Agreement, the supported class is the "class of organizations ('Qualified Organizations') organized under Sections 501(c)(3), 509(a)(1), and 509(a)(2) of the Internal Revenue Code of 1986, as amended from time to time ('Code') which support, promote and/or perform educational and/or Christian objectives, including but not limited to Christian evangelism, acts of service, edification and stewardship (all of such organizations collectively being the 'Supported Class').
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1Organizations added, substituted, or removed Organizations Added Jubilee Association 25-1394229 Leadership Howard County 52-1530676 Running Brook Elementary School 52-6000968 Making Change 48-1003869 Garrett County Detachment 1234 26-3557093 Gladiolus Learning Center 23-7378076 The Living Legacy Foundation 52-1736533 Epilepsy Foundation of Western/Central PA 23-7241930 Welcome the Children 26-3802946 The Rotary Club of Columbia 13-4217486 America World Adoption 54-1720006 Organizations Removed American Heart Association 13-5613797 Campus Crusade for Christ 95-6006173 First Presbyterian Church of Howard County 52-0937676 Young Life 84-0385934 Trinity School 52-0936008 Community Foundation of Howard County 52-0937644 Cornerstone Christian Prep Accademy 32-0238584 Good Cause Foundation 27-2837332 Organizations were added or removed pursuant to 1.3 of the Amended Trust Agreement "the Trust may substitute Qualified Organizations, benefit new or additional Qualified Organizations, and vary the amount of its support among Qualified Organizations, in any manner consistent with Treasury Regulation Section 1.509(a)-4(d)(3), other Treasury Regulations, and Internal Revenue Service pronouncements." The actions were accomplished by the foundation providing grants to new entities within the supported class and not providing grants to particular previously supported entites.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2Per 5.3 and 5.4 of the amended Trust Agreement the Managing Trustees must be officers/trustees/directors of the foundation's supported class (and must not be disqualified persons as to the foundation) and always hold majority vote regardless of how many Managing Trustees may be appointed. Additionally, the executive committee runs the day to day affairs of the foundation and Managing Trustee members hold majority voting power of such entity per 1.10 of amended by-laws. As it currently stands the Managing trustees are members of the Board of Search, a member of the supported class.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Schedule A, Section A, Question 1
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1Schedule A, Section A, Question 5
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2Schedule A, Section C, Question 1
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherSupportSumAmt0309590
IRS990ScheduleA/SupportedOrganizationsCnt027
IRS990ScheduleA/SupportedOrganizationsTotalCnt028
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0751627393
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1240795686
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2521367382
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3521874562
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4454529842
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5753240683
IRS990ScheduleA/SupportedOrgInformationGrp/EIN6204145965
IRS990ScheduleA/SupportedOrgInformationGrp/EIN7251613161
IRS990ScheduleA/SupportedOrgInformationGrp/EIN8251051749
IRS990ScheduleA/SupportedOrgInformationGrp/EIN9251495523
IRS990ScheduleA/SupportedOrgInformationGrp/EIN10521219428
IRS990ScheduleA/SupportedOrgInformationGrp/EIN11520635090
IRS990ScheduleA/SupportedOrgInformationGrp/EIN12526002795
IRS990ScheduleA/SupportedOrgInformationGrp/EIN13520591656
IRS990ScheduleA/SupportedOrgInformationGrp/EIN14611508894
IRS990ScheduleA/SupportedOrgInformationGrp/EIN15362934689
IRS990ScheduleA/SupportedOrgInformationGrp/EIN16431201653
IRS990ScheduleA/SupportedOrgInformationGrp/EIN17251394229
IRS990ScheduleA/SupportedOrgInformationGrp/EIN18521530676
IRS990ScheduleA/SupportedOrgInformationGrp/EIN19526000968
IRS990ScheduleA/SupportedOrgInformationGrp/EIN20481003869
IRS990ScheduleA/SupportedOrgInformationGrp/EIN21263557093
IRS990ScheduleA/SupportedOrgInformationGrp/EIN22237378076
IRS990ScheduleA/SupportedOrgInformationGrp/EIN23521736533
IRS990ScheduleA/SupportedOrgInformationGrp/EIN24237241930
IRS990ScheduleA/SupportedOrgInformationGrp/EIN25263802946
IRS990ScheduleA/SupportedOrgInformationGrp/EIN26134217486
IRS990ScheduleA/SupportedOrgInformationGrp/EIN27541720006
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd5false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd6false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd7false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd8false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd9false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd10false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd11false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd12false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd13false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd14false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd15false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd16false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd17false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd18false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd19false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd20false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd21false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd22false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd23false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd24false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd25false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd26false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd27false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd12
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd21
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd39
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd41
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd53
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd63
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd73
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd89
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd91
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd103

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,455,729
Liabilities
$0
Net assets
$3,455,729
Revenue
$814,108
Expenses
$334,951
Net income
$479,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.36$0.39$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.14$0.30$0.16
2017Detailed filing. Detailed filing data is available for this year.$2.88$0.00$2.88$0.08$0.36$0.28
2016Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.12$0.32$0.44
2015Detailed filing. Detailed filing data is available for this year.$3.46$0.00$3.46$0.81$0.33$0.48