2021-11-10T15:58:47-06:00 2020-12-31 812737245 LOPEZ ACCOUNTING GROUP 3500 WEST OLIVE AVENUE SUITE 680 BURBANK CA 91505 990PF 2020-01-01 237306460 THE SHARON D LUND FOUNDATION SHAR 7145695000 725 TOWN AND COUNTRY ROAD NO 520 ORANGE CA 92868 MICHELLE LUND PRESIDENT 7145695000 2021-11-08 1 MICHELLE LUND 999009999 JUAN P LOPEZ CPA P01367411 8188407075 2021-11-08 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X 150783238 X X 3293 3293 889323 889323 6594942 16740694 6591357 -154822 -114475 7332736 7369498 144500 0 144500 11306 0 11306 165 0 165 39000 0 39000 185674 182145 3529 387138 2158 0 62795 0 62795 8806 0 8806 22037 0 22037 861421 184303 292138 6008982 6008982 6870403 184303 6301120 462333 7185195 554110 727226 727226 61286 61052 61052 59067286 68561400 68561400 20632955 18706467 18706467 52239334 59470512 59470512 41532 41532 3752 3256581 3256581 132558723 150783238 150783238 31250 31252 522202 806948 553452 838200 X 132005271 149945038 132005271 149945038 132558723 150783238 132005271 462333 17480663 149948267 3229 149945038 PUBLICLY TRADED SECURITIES 14578565 10145752 4432813 4432813 ALTERNATIVE INVESTMENTS P 2158544 2158544 2158544 6591357 99874 0 99874 0 99874 161158 0 0 0 161158 0 61284 61284 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 0 0 0 0 0 1 N/A ROBERT L WILSON 7145695000 725 TOWN AND COUNTRY ROAD NO 520 ORANGE CA 92868 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MICHELLE LUND 725 TOWN AND COUNTRY ROAD ORANGE CA 92868 PRESIDENT 3.00 0 0 0 BRADFORD LUND 725 TOWN AND COUNTRY ROAD ORANGE CA 92868 VICE PRESIDENT 3.00 0 0 0 KAREN PRESLEY 725 TOWN AND COUNTRY ROAD ORANGE CA 92868 VICE PRESIDENT 20.00 72250 0 0 MARIE SACKETT 725 TOWN AND COUNTRY ROAD ORANGE CA 92868 VICE PRESIDENT 20.00 72250 0 0 ROBERT WILSON 725 TOWN AND COUNTRY ROAD ORANGE CA 92868 SECRETARY/TREASURER 3.00 0 0 0 ERIC GOWEY 725 TOWN AND COUNTRY ROAD ORANGE CA 92868 ASST. SECRETARY/TREASURER 3.00 0 0 0 GLORIA WILSON 725 TOWN AND COUNTRY ROAD ORANGE CA 92868 DIRECTOR 3.00 0 0 0 NONE 0 BMO FAMILY OFFICE LLC 4380 SW MACADAM AVENUE PORTLAND OR 97259 INVESTMENT MANAGEMENT 125858 NORTHERN TRUST BANK 50 SOUTH LASALLE STREET B-10 CHICAGO IL 60603 CUSTODIAL SERVICES 56287 0 0 130324190 804329 3317633 134446152 0 0 134446152 2016692 132429460 6621473 6621473 99874 99874 6521599 0 6521599 0 6521599 6301120 0 6301120 0 6301120 6521599 0 0 766626 470371 870337 959118 3066452 6301120 0 0 0 6301120 0 220479 220479 2845973 0 0 0 0 0 0 0 2845973 546147 470371 870337 959118 X A PLACE CALLED HOME 2830 S CENTRAL AVENUE LOS ANGELES CA 90011 PC GENERAL OPERATIONS 60000 ART DIVISION PO BOX 57630 LOS ANGELES CA 90057 PC GENERAL OPERATIONS 50000 BEST BUDDIES 3731 STOCKER STSUITE 212 LOS ANGELES CA 90008 PC GENERAL OPERATIONS 50000 BOYS AND GIRLS CLUB OF CENTRAL ORANGE COUNTY 17701 COWAN ST SUITE 110 IRVINE CA 92614 PC GENERAL OPERATIONS 54405 CALIFORNIA COMMUNITY FOUNDATION 221 S FIGUEROA ST SUITE 400 LOS ANGELES CA 90012 PC GENERAL OPERATIONS 514880 CALIFORNIA INSTITUTE OF THE ARTS 24700 MCBEAN PKWY VALENCIA CA 91355 PC GENERAL OPERATIONS 235000 CANINE COMPANIONS FOR INDEPENDENCE 124 RANCHO DE ORO DR OCEANSIDE CA 92057 PC GENERAL OPERATIONS 100000 CATERINA'S CLUB 451 W LINCOLN AVENUE SUITE 251 ANAHEIM CA 92805 PC GENERAL OPERATIONS 40000 CHILDHELP USA 2120 N CENTRAL AVE SUITE 130 PHOENIX AZ 85004 PC GENERAL OPERATIONS 75000 CHILDREN'S HOSPITAL LOS ANGELES 4650 SUNSET BLVD MAILSTOP 29 LOS ANGELES CA 90027 PC GENERAL OPERATIONS 500000 CHOC CHILDREN'S FOUNDATION 1201 WEST LAVETA AVENUE ORANGE CA 92868 PC GENERAL OPERATIONS 600000 COUNCIL ON FOUNDATIONS 1828 L STREET NW WASHINGTON DC 20036 PC GENERAL OPERATIONS 10000 DR SUSAN LOVE RESEARCH FOUNDATION 16133 VENTURA BLVD SUITE 1000 ENCINO CA 90403 PC GENERAL OPERATIONS 150000 EARTHFIRE PO BOX 368 DRIGGS ID 83422 PC GENERAL OPERATIONS 50000 FOSTERALL 1544 W GLENOAKS BLVD GLENDALE CA 91201 PC GENERAL OPERATIONS 50000 FREE WHEELCHAIR MISSION 15279 ALTON PKWAY 300 IRVINE CA 92618 PC GENERAL OPERATIONS 100000 FRIENDLY CENTER PO BOX 706 ORANGE CA 92856 PC GENERAL OPERATIONS 55000 FROSTIG CENTER 971 N ALTADENA DRIVE PASADENA CA 91107 PC GENERAL OPERATIONS 300000 GIVE KIDS THE WORLD 210 S BASS RD KISSIMMEE FL 34746 PC GENERAL OPERATIONS 175000 GUIDE DOGS FOR THE BLIND PO BOX 151200 SAN RAFAEL CA 94915 PC GENERAL OPERATIONS 25000 GUIDE DOGS OF AMERICA 13445 GLENOAKS BLVD SYLMAR CA 91342 PC GENERAL OPERATIONS 50000 GUIDE DOGS OF THE DESERT 60735 DILLON ROAD WHITEWATER CA 92282 PC GENERAL OPERATIONS 50963 HSE ACADEMY 151 INNOVATION IRVINE CA 92617 PC GENERAL OPERATIONS 60000 INDEPENDENCE CENTER 3640 S SEPULVEDA BLVD 102 LOS ANGELES CA 90034 PC GENERAL OPERATIONS 25000 JOHN TRACY CLINIC 806 W ADAMS BLVD LOS ANGELES CA 90007 PC GENERAL OPERATIONS 50000 MAKE A WISH LA 11390 W OLYMPIC BLVD 300 LOS ANGELES CA 90064 PC GENERAL OPERATIONS 25000 MAKE A WISH OC 3230 EL CAMINO REAL 100 IRVINE CA 92602 PC GENERAL OPERATIONS 25000 OLIVE CREST 2130 EAST 4TH STREET 200 SANTA ANA CA 92705 PC GENERAL OPERATIONS 170000 OPERATION SMILE - 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MAUD BOOTH CENTER 3600 WILSHIRE BLVD 1500 LOS ANGELES CA 90010 PC GENERAL OPERATIONS 250000 WALT DISNEY MUSEUM 207 MAIN STREET MARCELINE MO 64658 PC GENERAL OPERATIONS 50000 WESTMARK SCHOOL 5461 LOUISE AVE ENCINO CA 91316 PC GENERAL OPERATIONS 50000 6008982 0 14 3293 14 889323 900099 3585 18 6591357 PARTNERSHIP INCOME / (LOSS) 900099 -40347 14 -114475 -36762 7369498 0 7332736 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 39000 0 39000 ALTERNATIVE INVESTMENTS PURCHASED 3585 COST 0 3585 PUBLICLY TRADED BONDS 18706467 18706467 PUBLICLY TRADED STOCKS 68561400 68561400 PARTNERSHIPS AND ALTERNATIVE INVESTMENTS FMV 59470512 59470512 LEGAL FEES 165 0 165 DEPOSIT 3752 3752 3752 DISTRIBUTIONS RECEIVABLE 3252829 3252829 BOOK/TAX DIFF. FROM SCHEDULE K-1 3229 DUES AND SUBSCRIPTIONS 414 0 414 FILING FEES 308 0 308 INSURANCE 10234 0 10234 MISCELLANEOUS EXPENSES 360 0 360 OFFICE EXPENSE 4076 0 4076 POSTAGE 728 0 728 TELEPHONE 4779 0 4779 TICKETS 1138 0 1138 PARTNERSHIP INCOME / (LOSS) -154822 -114475 -154822 UNREALIZED GAINS ON SECURITIES 17480663 DEFERRED EXCISE TAXES 522202 806948 INVESTMENT MANAGEMENT 182145 182145 0 ADMINISTRATIVE SERVICES 2000 0 2000 PAYROLL FEES 1529 0 1529 FOREIGN TAXES 2158 2158 0 EXCISE TAXES 384980 0 0