2015-10-15T01:29:25-00:00 2014-12-31 Howard J Levine CPA 16600 Sherman Way 280 Van Nuys CA 91406 990PF 2014-01-01 237306460 The Sharon D Lund Foundation SHAR 7145695000 725 Town and Country Road Room 520 Orange CA 92868 Robert Wilson SecretaryTreasurer 7145695000 2015-10-06 true Howard J Levine 8189945562 2015-10-15 X 2014 2016-02-25 16:41:14Z X 126614282 X X 3569 3569 1637405 1637405 5104016 13302219 5104016 -143722 6601268 6744990 137000 137000 60514 60514 568800 568726 74 74097 6783 1131 34285 34285 22386 22386 462 462 45866 45866 944541 575509 300587 6106700 6106700 7051241 575509 6407287 -449973 6169481 1350986 1211843 1211843 120946 59064 59064 71794324 71203574 71203574 18546583 16453071 16453071 33350667 37647311 37647311 36798 1131 35667 35667 1598 3752 3752 125165104 126614282 126614282 34 515458 520890 515492 520890 X 124649612 126093392 124649612 126093392 125165104 126614282 124649612 -449973 1893753 126093392 126093392 Publicly Held Securities P 11357598 8198203 3159395 3159395 Partnership pass-thru gains P 1944621 1944621 1944621 5104016 false 5585199 116732456 000.047846 5521302 107110196 000.051548 5050521 106500761 000.047422 4911718 103160487 000.047612 5050337 91362044 000.055278 000.249706 000.049941 126429283 6314005 61695 6375700 6407287 X 61695 61695 61695 245946 245946 245946 184251 184251 false false false false false true true false true true CA true false false false false true Robert L Wilson 7145695000 725 Town and Country Road Orange CA 92868 false false false false false false false false false false false false false false false false false false false false Michelle Lund 725 Town and Country Road Orange CA 92868 President 003.00 0 Robert Wilson 725 Town and Country Road Orange CA 92868 Secretary/Treasurer 003.00 0 Eric Gowy 725 Town and Country Road Orange CA 92868 Asst. Secretary 003.00 0 Bradford Lund 725 Town and Country Road Orange CA 92868 Vice President 003.00 0 Patricia Patty 725 Town and Country Road Orange CA 92868 Vice President 040.00 63500 Gloria Wilson 725 Town and Country Road Orange CA 92868 Director 003.00 0 Karen Presley 725 Town and Country Road Orange CA 92868 Vice President 020.00 36750 Marie Sackett 725 Town and Country Road Orange CA 92868 Vice President 020.00 36750 CTC Consulsting 4380 SW Macadam Avenue Portland OR 97259 Portfolio management 75490 River Road Asset Management 462 South 4th Street Louisville KY 40202 Portfolio management 99371 Lee Munder Capital Group 28 200 Clarendon Street Boston MA 02116 Portfolio Management 75727 N/A 0 N/A 125881150 2473452 0 128354602 128354602 1925319 126429283 6321464 6321464 61695 61695 6259769 6259769 6259769 6407287 6407287 61695 6345592 6259769 4177819 6407287 4177819 2229468 4030301 None None X A Place Called Home 2830 S Central Avenue Los Angeles CA 90011 None PC General operations 50000 Best Buddies 5601 W Slauson Ave 255 Culver City CA 90230 None PC General operations 35000 Boy Scouts of America 2969 N Greenfield Rd Phoenix AZ 85016 None PC General operations 35000 Boys and Girls Club Gilbert 44 N Oak St Gilbert AZ 85233 None PC General operations 35000 Boys and Girls Club Phoenix 2645 N 24th St Phoenix AZ 85008 None PC General operations 50000 California Community Fund 221 S Figueroa St Suite 400 Los Angeles CA 90012 None PC General operations 200000 California Institute of the Arts 24700 McBean Parkway Valenica CA 91355 None PC General operations 625000 Canine Companions for Independence PO Box 4568 Oceanside CA 92052 None PC General operations 30000 Child SHARE 1544 W Glenoaks Blvd Glendale CA 91201 None PC General operations 50000 Child Welfare of Kenya Afrrica PO Box 43982 Nairobi KE None PC General operations 25000 Childhelp USA 4350 E Camelback Road F250 Phoenix AZ 85018 None PC General operations 150000 Council on Foundations 1828 L Street NW Washington DC 20036 None PC General operations 11700 Children of the Night 14530 Sylvan Street Van Nuys CA 91411 None PC General operations 100000 Children's Burn Foundation 5000 Van Nuys Blvd 210 Sherman Oaks CA 91403 None PC General operations 50000 Children's Hospital LA - Interfaith Chapel 4650 Sunset Blvd Mailstop 29 Los Angeles CA 90027 None PC General operations 500000 Children's Hospital LA - Literally Healing 4650 Sunset Blvd Mailstop 29 Los Angeles CA 90027 None PC General operations 200000 Children's Hospital of Orange County 1201 W La Veta Ave Orange CA 92868 None PC General operations 500000 Children's Hospital Phoenix 2929 E Camelback Road 122 Phoenix AZ 85016 None PC General operations 500000 Curtis School 15871 Mullholand Drive Los Angeles CA 90049 None PC General operations 35000 Dr Susan Love 2811 Wilshire Blvd 500 Santa Monica CA 90403 None PC General operations 275000 Earthfire PO Box 368 Driggs ID 83422 None PC General operations 50000 Free Wheelchair Mission 15279 Alton Pkway 300 Irvine CA 92618 None PC General operations 100000 Give Kids the World 210 S Bass Rd Kissimmee FL 34746 None PC General operations 175000 Guide Dogs of America 13445 Glenoaks Blvd Sylmar CA 91342 None PC General operations 50000 Guide Dogs of Desert PO Box 1692 Palm Springs CA 92663 None PC General operations 50000 John Tracy Clinic 806 W Adams Blvd Los Angeles CA 90007 None PC General operations 80000 Lund University Sweden Paradisgatan 2 Lund SW None PC General operations 100000 Make A Wish 1875 Century Park East 950 Los Angeles CA 90067 None PC General operations 50000 Marianne Frostig Center 971 N Altadena Drive Pasadena CA 91107 None PC General operations 350000 Maud Booth Center- Volunteers of America 3600 Wilshire Blvd 1500 Los Angeles CA 90010 None PC General operations 100000 Operation Smile 6435 Tidewater Drive Nordfold VA 23509 None PC General operations 25000 Operation Smile Mission 3641 Faculty Blvd Virginia Beach VA 23453 None PC General operations 500000 Riverview School 551 Route 6A Sandwich Cape Cod MA 02537 None PC General operations 100000 Ryman-Carroll Foundation 315 W Ninth Street 806 Los Angeles CA 90015 None PC General operations 500000 Save the Family 125 E University Mesa AZ 85201 None PC General operations 50000 Sheepfold PO Box 4487 Orange CA 92863 None PC General operations 50000 Special Olympics Arizona 2100 S 75th Ave Phoenix AZ 85043 None PC General operations 35000 Special Olympics Tri-Valley 24779 Valley St Newhall CA 91321 None PC General operations 35000 Volunteers of America - Blue Butterfly 3600 Wilshire Blvd 1500 Los Angeles CA 90010 None PC General operations 150000 Walt Disney Hometown Museum 207 Main Street Marceline MO 64658 None PC General operations 50000 Westmark School 5461 Louise Ave Encino CA 91316 None PC General operations 50000 6106700 14 3569 14 1637405 18 5104016 Partnership pass throughs 525990 129153 18 -272875 129153 6472115 6601268 false false false false false false false false false false Accounting and audit 60514 60514 Publicly Held Securities 11357598 8198203 3159395 Partnership pass-thru gains 1944621 1944621 Publicly traded bonds 16453071 16453071 Publicly traded stocks 71203574 71203574 Partnerships and alternative investments FMV 37647311 37647311 36798 1131 35667 35667 Rent deposit 1598 3752 3752 Dues and subscriptions 149 149 Filing fees and miscellaneous 160 160 Insurance 2431 2431 Office and computer supplies 24801 24801 Payroll taxes 11006 11006 Repairs and maintenance 1112 1112 Telephone 6207 6207 Partnership pass throughs -143722 Unrealized gains on investments 1893753 Deferred excise taxes 515458 520890 Investment manager 568726 568726 Administrative services 74 74 Federal excise taxes 67314 Foreign excise taxes 6783 6783