Funder DirectoryTHE SHARON D LUND FOUNDATION
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Private foundation (trust)EIN 237306460Est. 1973-09

THE SHARON D LUND FOUNDATION

ORANGE, CA 92868

Total Assets

$137.3M

FY 2024

Annual Giving

$6.8M

FY 2024

Grants Made

55

FY 2024

Avg Grant

$123K

FY 2024

Grant Range

$10K–$625K

Typical

Deadlines

Applications

Financial Snapshot

2024 filing

Total Revenue

$8.2M

Total Expenses

$7.9M

Qualifying Distributions

$7.7M

Distributable Amount

$6.6M

Min. Investment Return

$6.7M

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

55 grants

Grant sizes from minimum $10K through median $60K to maximum $625K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2024. Peak $7.5M in 2022. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

213 grants

CHOC CHILDREN'S FOUNDATION
$2.9M
4 grants
CALIFORNIA COMMUNITY FOUNDATION
$1.8M
4 grants
CHILDREN'S HOSPITAL LA
$1.5M
3 grants
WESTMARK SCHOOL
$1.2M
4 grants
OLIVE CREST
$1M
4 grants
ORANGE COUNTY COMMUNITY FOUNDATION
$975K
4 grants
RADY CHILDREN'S HOSPITAL FOUNDATION
$950K
3 grants
VOLUNTEERS OF AMERICA - LA
$900K
2 grants

Grant Size Distribution

213 grants

<$10K
9
grants
$10–50K
89
grants
$50–250K
87
grants
$250K–1M
27
grants
$1–5M
1
grants
$5M+

Geographic Focus

12 states

California
$22.9M
85% of total
Arizona
$965K
4% of total
Virginia
$910K
3% of total
Florida
$825K
3% of total
Massachusetts
$690K
3% of total
Idaho
$220K
1% of total
Missouri
$200K
1% of total
District of Columbia
$80K
0% of total
New York
$75K
0% of total
Connecticut
$50K
0% of total

+2 more states

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THE SHARON D LUND FOUNDATION — Grants, Financials & Contact | Grantivo