Civic Intelligence

The Lundeen Foundation

EIN 41-1321858 • Fergus Falls, MN

126 West LincolnFergus Falls, MN 56537
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2025

Net Margin

10th percentile

-57%

Higher net margin than 10% of similar nonprofits.

$1M-$5M nonprofits • Source year 2025

Top Officer Pay

67th percentile

$0

Higher top officer pay than 67% of similar nonprofits.

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

$1M-$5M nonprofits • Source year 2025

Asset Growth

76th percentile

14%

Faster asset growth than 76% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

73rd percentile

29%

Faster revenue growth than 73% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$3,519,188

Up $363,338 (+12%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$3,519,188

Up $363,338 (+12%) from 2024

Operations
Liabilities / Revenue30th percentileNet Margin10th percentile

Revenue

Up

$101,941

Up $56,501 (+124%) from 2024

Expenses

Up

$159,798

Up $6,677 (+4.4%) from 2024

Net Income

Up

-$57,857

Up $49,824 (+46%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth76th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,615,683Liabilities 2011: $02011Assets 2012: $1,597,217Liabilities 2012: $02012Assets 2013: $1,534,912Liabilities 2013: $02013Assets 2014: $2,156,812Liabilities 2014: $02014Assets 2015: $3,128Liabilities 2015: $02015Assets 2018: $2,036,666Liabilities 2018: $0Net Assets 2018: $2,036,6662018Assets 2019: $2,307,377Liabilities 2019: $1Net Assets 2019: $2,307,3772019Assets 2020: $2,461,040Liabilities 2020: $1Net Assets 2020: $2,456,0402020Assets 2021: $2,921,036Liabilities 2021: $1Net Assets 2021: $2,921,0362021Assets 2022: $2,293,384Liabilities 2022: $1Net Assets 2022: $2,293,3842022Assets 2023: $2,696,433Liabilities 2023: $1Net Assets 2023: $2,696,4332023Assets 2024: $3,155,850Liabilities 2024: $0Net Assets 2024: $3,155,8502024Assets 2025: $3,519,188Liabilities 2025: $0Net Assets 2025: $3,519,1882025

Highlighted filing

2025

Assets$3,519,188
Liabilities$0
Net Assets$3,519,188
Open 2025 Filing

Operations Trend

Revenue Growth73rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$200K$100K$0-$100K-$200KRevenue 2011: $97,492Expenses 2011: $118,718Net Income 2011: -$21,2262011Revenue 2012: $100,230Expenses 2012: $119,226Net Income 2012: -$18,9962012Revenue 2013: $78,921Expenses 2013: $140,295Net Income 2013: -$61,3742013Revenue 2014: $74,908Expenses 2014: $128,997Net Income 2014: -$54,0892014Revenue 2015: $69,453Expenses 2015: $122,285Net Income 2015: -$52,8322015Revenue 2018: $65,333Expenses 2018: $132,615Net Income 2018: -$67,2822018Revenue 2019: $70,161Expenses 2019: $124,928Net Income 2019: -$54,7672019Revenue 2020: $69,442Expenses 2020: $129,443Net Income 2020: -$60,0012020Revenue 2021: $118,880Expenses 2021: $113,925Net Income 2021: $4,9552021Revenue 2022: $83,559Expenses 2022: $99,946Net Income 2022: -$16,3872022Revenue 2023: $61,729Expenses 2023: $125,684Net Income 2023: -$63,9552023Revenue 2024: $45,440Expenses 2024: $153,121Net Income 2024: -$107,6812024Revenue 2025: $101,941Expenses 2025: $159,798Net Income 2025: -$57,8572025

Highlighted filing

2025

Revenue$101,941
Expenses$159,798
Net Income-$57,857
Open 2025 Filing

Filings

Most recent year

2025 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,519,188
Liabilities
$0
Net assets
$3,519,188
Revenue
$101,941
Expenses
$159,798
Net income
-$57,857
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.10$0.16$0.06
2024Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.05$0.15$0.11
2023Detailed filing. Detailed filing data is available for this year.$2.70$0.00$2.70$0.06$0.13$0.06
2022Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.08$0.10$0.02
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.12$0.11$0.00
2020Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.07$0.13$0.06
2019Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.07$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.07$0.13$0.07
2015Summary only. Only limited summary data is available for this year.$0.00$0.00$0.07$0.12$0.05
2014Summary only. Only limited summary data is available for this year.$2.16$0.00$0.07$0.13$0.05
2013Summary only. Only limited summary data is available for this year.$1.53$0.00$0.08$0.14$0.06
2012Summary only. Only limited summary data is available for this year.$1.60$0.00$0.10$0.12$0.02
2011Summary only. Only limited summary data is available for this year.$1.62$0.00$0.10$0.12$0.02
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2025 to Dec 31, 2025
Signed
Feb 2, 2026
Return Version
2025v4.0
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAUL LUNDEENChairman-$0--
MARY LUNDEENTrustee-$0--
VICTOR LUNDEEN JRTrustee-$0--
E DANIEL LUNDEEN IITrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantSEE ATTACHED LISTSEE LIST-SEE LIST, MN, US$153,500
Filing and Contact Details

Filer

Filer Name
The Lundeen Foundation
EIN
41-1321858
Phone
2187365433
Address
126 WEST LINCOLN, FERGUS FALLS, MN 56537

Signing Officer

Name
Paul Lundeen
Title
Chairman
Phone
2187364866
Signed
2026-02-02

Preparer

Firm
Pickett & Demuth Ltd
Address
115 N COURT ST, FERGUS FALLS, MN 56537-2106
Preparer
Suzanne Demuth
Phone
2187366965
Raw XML Appendix273 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0550
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0550
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0VANGUARD HIGH-YIELD CORPORATE FD
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0178638
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0178638
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt02397552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1921992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt02397552
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1921992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm03M COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1VANGUARD TOTAL STK MKT IDX FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2VANGUARD TOTAL STK ETF
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt050903
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt051038
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0101941
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0101941
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0550
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt051038
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0153500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0153500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt050903
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt050903
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-57857
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0107600
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt051038
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt096270
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0121
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0146
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt05000
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0602
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0153500
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05671
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0159798
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0101941
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0101941
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05671
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06298
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt045255
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt111307
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt02345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt148693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt02345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt148693
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt047600
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt160000
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0300 SHS 3M
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1VANGUARD TTL STK MKT ADML
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02025-10-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12025-12-18
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt051038
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-57857
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0421195
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03519188
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03155850
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03519188
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0163035
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0163035
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0163035
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0164373
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01338
IRS990PF/DistributableAmountGrp/TotalTaxAmt01338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0760
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01338
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0578
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0760
IRS990PF/FMVAssetsEOYAmt03519188
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt05632
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt08850
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt08850
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0173826
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0178638
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0178638
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt02959723
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03319544
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt03319544
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt03155850
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt03519188
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016669
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt012156
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt012156
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03155850
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03519188
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03519188
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03155850
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03519188
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03155850
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03519188
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03337520
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt021654
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03315866
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt050063
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0164373
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03287457
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03337520
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt0000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt1000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt3000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0PAUL LUNDEEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1MARY LUNDEEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2VICTOR LUNDEEN JR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3E DANIEL LUNDEEN II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CHAIRMAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0126 W LINCOLN AVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1705 W LAKESIDE DR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2117 E CHANNING
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt3917 WINSTEAD ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FERGUS FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1FERGUS FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2FERGUS FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3GREAT FALLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd056537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd156537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd256537
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd322066
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt0153500
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt0153500
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0PAUL LUNDEEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0126 W LINCOLN AVE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0FERGUS FALLS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd056537
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum02187365433
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0IN LETTER FORM. INCLUDE IRS LETTER GRANTING 501(C)(3) STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0PAUL LUNDEEN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum02187365433
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0126 W LINCOLN AVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0FERGUS FALLS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd056537
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE MAY BE GIVEN TO ORGANIZATIONS IN THE FERGUS FALLS AREA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0BY NOVEMBER 15 EACH YEAR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0153500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusCd0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0SEE LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SEE LIST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd056537
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0153500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0136164
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt017336
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0163035
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0153500
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt026871
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt017336
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MN CHARITIES FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0121
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1121
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0421195
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05000
TaxesSchedule/TaxesDetail/Amt0602
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0PAUL LUNDEEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02187364866
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-02-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LUNDEEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LUND
ReturnHeader/Filer/EIN0411321858
ReturnHeader/Filer/PhoneNum02187365433
ReturnHeader/Filer/USAddress/AddressLine1Txt0126 WEST LINCOLN
ReturnHeader/Filer/USAddress/CityNm0FERGUS FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd056537
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411840013
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PICKETT & DEMUTH LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0115 N COURT ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0FERGUS FALLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0565372106
ReturnHeader/PreparerPersonGrp/PhoneNum02187366965
ReturnHeader/PreparerPersonGrp/PreparationDt02026-02-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SUZANNE DEMUTH
ReturnHeader/ReturnTs02026-02-06T15:10:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02025-01-01
ReturnHeader/TaxPeriodEndDt02025-12-31
ReturnHeader/TaxYr02025

Document Assets

No mirrored PDF or thumbnail assets are attached yet.