THE SHARON D LUND FOUNDATION
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Cite this
Plain text THE SHARON D LUND FOUNDATION. furp.org, nonprofit organization profile, tax years 2014–2024. https://furp.org/org/the-sharon-d-lund-foundation-237306460. Retrieved 2026-11-09.
APA furp.org. (n.d.). THE SHARON D LUND FOUNDATION [Nonprofit organization profile; tax years 2014–2024]. Retrieved November 9, 2026, from https://furp.org/org/the-sharon-d-lund-foundation-237306460
MLA “THE SHARON D LUND FOUNDATION.” furp.org, tax years 2014–2024, https://furp.org/org/the-sharon-d-lund-foundation-237306460. Accessed 9 Nov. 2026.
Retrieved 2026-11-09; covers tax years 2014–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990PF · revenue $8.2M · expenses $7.9M · assets $137.3M
- EIN
- 23-7306460
- Address
- 725 W TOWN AND COUNTRY RD STE 520, ORANGE, CA 92868-4737
- NTEE code
- B12 Fund Raising and/or Fund Distribution (Education) inferred (by a small language model from the name and 990 text, confidence 0.70; not an IRS classification)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- September 1973 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
3 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Karen Presley | VICE PRESIDENT | 2014-2024 | $95,465 | $747,212 | 1 |
| Marie Sackett | VICE PRESIDENT | 2014-2024 | $94,744 | $746,055 | 1 |
| Patricia Patty (former) | Vice President | 2014-2015 | $0 | $63,500 | 1 |
Officers and directors, no compensation reported
9 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Michelle Lund | PRESIDENT | 2014-2024 | 3 | $0 reported | 1 |
| Robert Wilson | SECRETARY / TREASURER | 2014-2024 | 3 | $0 reported | 1 |
| Eric Gowey | ASST. SECRETARY/TREASURER | 2016-2024 | 3 | $0 reported | 1 |
| Warren Spector | DIRECTOR | 2024 | 3 | $0 reported | 1 |
| Robert Willson (former) | SECRETARY / TREASURER | 2023 | 3 | $0 reported | 1 |
| Warren Specter (former) | DIRECTOR | 2021-2023 | 3 | $0 reported | 1 |
| Bradford Lund (former) | VICE PRESIDENT | 2014-2020 | 3 | $0 reported | 1 |
| Gloria Wilson (former) | DIRECTOR | 2014-2020 | 3 | $0 reported | 1 |
| Eric Gowy (former) | Asst. Secretary | 2014-2015 | 3 | $0 reported | 1 |
People by year
2024 · 6 people listed · 2 paid, $190K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN PRESLEY | VICE PRESIDENT | 23 | $95,465 | - | $0 | $95,465 | 1 |
| MARIE SACKETT | VICE PRESIDENT | 20 | $94,744 | - | $0 | $94,744 | 1 |
| MICHELLE LUND | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ROBERT WILSON | SECRETARY / TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| ERIC GOWEY | ASST. SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| WARREN SPECTOR | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
2023 · 6 people listed · 2 paid, $163K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN PRESLEY | VICE PRESIDENT | 23 | $81,622 | - | $0 | $81,622 | 1 |
| MARIE SACKETT | VICE PRESIDENT | 20 | $81,186 | - | $0 | $81,186 | 1 |
| MICHELLE LUND | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ROBERT WILLSON | SECRETARY / TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| ERIC GOWEY | ASST. SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| WARREN SPECTER | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
2022 · 6 people listed · 2 paid, $156K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN PRESLEY | VICE PRESIDENT | 23 | $77,875 | - | $0 | $77,875 | 1 |
| MARIE SACKETT | VICE PRESIDENT | 20 | $77,875 | - | $0 | $77,875 | 1 |
| MICHELLE LUND | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ROBERT WILSON | SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| ERIC GOWEY | ASST. SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| WARREN SPECTER | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
2021 · 6 people listed · 2 paid, $151K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN PRESLEY | VICE PRESIDENT | 23 | $75,375 | - | $0 | $75,375 | 1 |
| MARIE SACKETT | VICE PRESIDENT | 20 | $75,375 | - | $0 | $75,375 | 1 |
| MICHELLE LUND | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ROBERT WILSON | SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| ERIC GOWEY | ASST. SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| WARREN SPECTER | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
2020 · 7 people listed · 2 paid, $144K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN PRESLEY | VICE PRESIDENT | 20 | $72,250 | - | $0 | $72,250 | 1 |
| MARIE SACKETT | VICE PRESIDENT | 20 | $72,250 | - | $0 | $72,250 | 1 |
| MICHELLE LUND | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| BRADFORD LUND | VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ROBERT WILSON | SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| ERIC GOWEY | ASST. SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| GLORIA WILSON | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
2019 · 7 people listed · 2 paid, $137K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN PRESLEY | VICE PRESIDENT | 20 | $68,500 | - | $0 | $68,500 | 1 |
| MARIE SACKETT | VICE PRESIDENT | 20 | $68,500 | - | $0 | $68,500 | 1 |
| MICHELLE LUND | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| BRADFORD LUND | VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ROBERT WILSON | SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| ERIC GOWEY | ASST. SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| GLORIA WILSON | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
2018 · 7 people listed · 2 paid, $134K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN PRESLEY | VICE PRESIDENT | 20 | $67,250 | - | $0 | $67,250 | 1 |
| MARIE SACKETT | VICE PRESIDENT | 20 | $67,250 | - | $0 | $67,250 | 1 |
| MICHELLE LUND | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| BRADFORD LUND | VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ROBERT WILSON | SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| ERIC GOWEY | ASST. SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| GLORIA WILSON | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
2017 · 7 people listed · 2 paid, $124K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN PRESLEY | VICE PRESIDENT | 30 | $61,750 | - | $0 | $61,750 | 1 |
| MARIE SACKETT | VICE PRESIDENT | 30 | $61,750 | - | $0 | $61,750 | 1 |
| MICHELLE LUND | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| BRADFORD LUND | VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ROBERT WILSON | SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| ERIC GOWEY | ASST. SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| GLORIA WILSON | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
2016 · 7 people listed · 2 paid, $114K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| KAREN PRESLEY | VICE PRESIDENT | 40 | $56,750 | - | $0 | $56,750 | 1 |
| MARIE SACKETT | VICE PRESIDENT | 40 | $56,750 | - | $0 | $56,750 | 1 |
| MICHELLE LUND | PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| BRADFORD LUND | VICE PRESIDENT | 3 | $0 | - | $0 | $0 | 1 |
| ROBERT WILSON | SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| ERIC GOWEY | ASST. SECRETARY/TREASURER | 3 | $0 | - | $0 | $0 | 1 |
| GLORIA WILSON | DIRECTOR | 3 | $0 | - | $0 | $0 | 1 |
2015 · 8 people listed · 2 paid, $107K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Karen Presley | Vice President | 20 | $53,625 | - | - | $53,625 | 1 |
| Marie Sackett | Vice President | 20 | $53,625 | - | - | $53,625 | 1 |
| Michelle Lund | President | 3 | $0 | - | - | $0 | 1 |
| Robert Wilson | Secretary/Treasurer | 3 | $0 | - | - | $0 | 1 |
| Eric Gowy | Asst. Secretary | 3 | $0 | - | - | $0 | 1 |
| Bradford Lund | Vice President | 3 | $0 | - | - | $0 | 1 |
| Patricia Patty | Vice President | 40 | $0 | - | - | $0 | 1 |
| Gloria Wilson | Director | 3 | $0 | - | - | $0 | 1 |
2014 · 8 people listed · 3 paid, $137K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Patricia Patty | Vice President | 40 | $63,500 | - | - | $63,500 | 1 |
| Karen Presley | Vice President | 20 | $36,750 | - | - | $36,750 | 1 |
| Marie Sackett | Vice President | 20 | $36,750 | - | - | $36,750 | 1 |
| Michelle Lund | President | 3 | $0 | - | - | $0 | 1 |
| Robert Wilson | Secretary/Treasurer | 3 | $0 | - | - | $0 | 1 |
| Eric Gowy | Asst. Secretary | 3 | $0 | - | - | $0 | 1 |
| Bradford Lund | Vice President | 3 | $0 | - | - | $0 | 1 |
| Gloria Wilson | Director | 3 | $0 | - | - | $0 | 1 |
Highest-paid independent contractors
2024 · 2 contractors · $222K
| Name | Location | Service | Paid |
|---|---|---|---|
| BMO FAMILY OFFICE LLC | PORTLAND, OR | INVESTMENT MANAGEMENT | $150,000 |
| NORTHERN TRUST BANK | CHICAGO, IL | CUSTODIAL SERVICES | $71,834 |
2023 · 3 contractors · $249K
| Name | Location | Service | Paid |
|---|---|---|---|
| BMO FAMILY OFFICE LLC | PORTLAND, OR | INVESTMENT MANAGEMENT | $113,616 |
| BBK CENTRUM SOUTH LLC | NEWPORT BEACH, CA | LANDLORD | $76,351 |
| NORTHERN TRUST BANK | CHICAGO, IL | CUSTODIAL SERVICES | $59,436 |
2022 · 2 contractors · $211K
| Name | Location | Service | Paid |
|---|---|---|---|
| BMO FAMILY OFFICE LLC | PORTLAND, OR | INVESTMENT MANAGEMENT | $150,000 |
| NORTHERN TRUST BANK | CHICAGO, IL | CUSTODIAL SERVICES | $60,613 |
2021 · 2 contractors · $210K
| Name | Location | Service | Paid |
|---|---|---|---|
| BMO FAMILY OFFICE LLC | PORTLAND, OR | INVESTMENT MANAGEMENT | $150,000 |
| NORTHERN TRUST BANK | CHICAGO, IL | CUSTODIAL SERVICES | $59,964 |
2020 · 2 contractors · $182K
| Name | Location | Service | Paid |
|---|---|---|---|
| BMO FAMILY OFFICE LLC | PORTLAND, OR | INVESTMENT MANAGEMENT | $125,858 |
| NORTHERN TRUST BANK | CHICAGO, IL | CUSTODIAL SERVICES | $56,287 |
2019 · 2 contractors · $209K
| Name | Location | Service | Paid |
|---|---|---|---|
| BMO FAMILY OFFICE LLC | PORTLAND, OR | INVESTMENT MANAGEMENT | $156,978 |
| NORTHERN TRUST BANK | CHICAGO, IL | CUSTODIAL SERVICES | $51,726 |
2018 · 3 contractors · $279K
| Name | Location | Service | Paid |
|---|---|---|---|
| CTC CONSULTING | PORTLAND, OR | INVESTMENT MANAGEMENT | $125,538 |
| RIVER ROAD ASSET MANAGEMENT | LOUISVILLE, KY | INVESTMENT MANAGEMENT | $98,522 |
| NORTHERN TRUST BANK | CHICAGO, IL | CUSTODIAL SERVICES | $54,529 |
2017 · 2 contractors · $206K
| Name | Location | Service | Paid |
|---|---|---|---|
| CTC CONSULTING | PORTLAND, OR | PORTFOLIO MANAGEMENT | $125,523 |
| RIVER ROAD ASSET MANAGEMENT | LOUISVILLE, KY | PORTFOLIO MANAGEMENT | $80,903 |
2016 · 2 contractors · $210K
| Name | Location | Service | Paid |
|---|---|---|---|
| CTC CONSULTING | PORTLAND, OR | PORTFOLIO MANAGEMENT | $125,502 |
| RIVER ROAD ASSET MANAGEMENT | LOUISVILLE, KY | PORTFOLIO MANAGEMENT | $84,538 |
2015 · 3 contractors · $209K
| Name | Location | Service | Paid |
|---|---|---|---|
| River Road Asset Management | Louisville, KY | Portfolio management | $88,516 |
| CTC Consulsting | Portland, OR | Portfolio management | $69,317 |
| Lee Munder Capital Group | Boston, MA | Portfolio management | $51,189 |
2014 · 3 contractors · $251K
| Name | Location | Service | Paid |
|---|---|---|---|
| River Road Asset Management | Louisville, KY | Portfolio management | $99,371 |
| Lee Munder Capital Group | Boston, MA | Portfolio Management | $75,727 |
| CTC Consulsting | Portland, OR | Portfolio management | $75,490 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 55 grants to organizations · $6.8M
2023 · 54 grants to organizations · $6.8M
2022 · 59 grants to organizations · $7.5M
2021 · 55 grants to organizations · $7.0M
2020 · 45 grants to organizations · $6.0M
2019 · 43 grants to organizations · $7.0M
2018 · 42 grants to organizations · $6.9M
2017 · 45 grants to organizations · $6.5M
2016 · 45 grants to organizations · $6.4M
2015 · 0 grants to organizations · $0 · 48 grants to individuals · $6.4M
2014 · 41 grants to organizations · $6.1M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $8,235,332 | $7,871,453 | $137,323,961 | $136,675,821 | - | - | $190,209 | - | - |
| 2023 · Form 990PF | ||||||||
| $7,328,429 | $7,634,272 | $130,162,426 | $129,745,370 | - | - | $162,808 | - | - |
| 2022 · Form 990PF | ||||||||
| $4,046,537 | $8,035,669 | $122,245,660 | $121,808,360 | - | - | $155,750 | - | - |
| 2021 · Form 990PF | ||||||||
| $12,910,019 | $7,753,165 | $160,727,191 | $159,752,949 | - | - | $150,750 | - | - |
| 2020 · Form 990PF | ||||||||
| $7,332,736 | $6,870,403 | $150,783,238 | $149,945,038 | - | - | $144,500 | - | - |
| 2019 · Form 990PF | ||||||||
| $7,423,990 | $7,621,542 | $132,558,723 | $132,005,271 | - | - | $137,000 | - | - |
| 2018 · Form 990PF | ||||||||
| $10,434,475 | $7,520,653 | $119,532,653 | $119,034,351 | - | - | $134,500 | - | - |
| 2017 · Form 990PF | ||||||||
| $8,622,186 | $7,632,557 | $131,734,115 | $131,047,721 | - | - | $123,500 | - | - |
| 2016 · Form 990PF | ||||||||
| $4,251,075 | $7,269,895 | $121,849,925 | $121,394,366 | - | - | $113,500 | - | - |
| 2015 · Form 990PF | ||||||||
| $6,162,193 | $7,181,165 | $120,640,018 | $120,237,702 | - | - | $107,250 | - | - |
| 2014 · Form 990PF | ||||||||
| $6,601,268 | $7,051,241 | $126,614,282 | $126,093,392 | - | - | $137,000 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Nearby + Similar BETA
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|---|---|---|---|---|---|---|---|
| SHIV NADAR FOUNDATION | CA | B12 | $11,576,720 | $11,426,014 | Director | $0 | Same NTEE code B12, revenue within 2x, same state |
| ARCHIVAL FOUNDATION | CA | B12 | $16,351,131 | $19,306,968 | CHIEF EXECUTIVE OFFICER | $1,140,742 | Same NTEE code B12, revenue within 2x, same state |
| GLADSTONE FOUNDATION | CA | B12 | $4,263,423 | $7,225,470 | PRESIDENT OF JDGI | $1,182,258 | Same NTEE code B12, revenue within 2x, same state |
| TANG AND ZHANG FAMILY FOUNDATION | CA | B12 | $6,728,036 | $884,368 | CEO | $0 | Same NTEE code B12, revenue within 2x, same state |
| SALESFORCE COM FOUNDATION | CA | B12 | $14,134,809 | $37,898,190 | CHAIRMAN | $0 | Same NTEE code B12, revenue within 2x, same state |
| HERBST FOUNDATION INC | CA | B12 | $9,258,155 | $3,624,671 | Administrator | $54,191 | Same NTEE code B12, revenue within 2x, same state |
| FOUNDATION FOR THE LOS ANGELES COMMUNITY COLLEGES | CA | B12 | $13,440,705 | $7,951,278 | DIR./LACCD CHANCELLOR(THRU 11/24) | $549,791 | Same NTEE code B12, revenue within 2x, same state |
| HILLSBOROUGH SCHOOLS FOUNDATION | CA | B12 | $5,893,210 | $5,728,131 | EXECUTIVE DIRECTOR | $178,625 | Same NTEE code B12, revenue within 2x, same state |
| NAPA VALLEY UNIFIED EDUCATIONAL FOUNDATION | CA | B12 | $8,236,852 | $2,855,716 | Executive Dir. | $173,784 | Same NTEE code B12, revenue within 2x, same state |
| ALLIANCE COLLEGE-READY PUBLIC SCHOOLS FOUNDATION | CA | B12 | $8,343,256 | $7,610,502 | EXECUTIVE DIRECTOR | $330,687 | Same NTEE code B12, revenue within 2x, same state |
| UNIVERSITY OF CALIFORNIA MERCED FOUNDATION | CA | B12 | $4,710,602 | $4,567,189 | EX-OFFICIO MEMBER | $679,099 | Same NTEE code B12, revenue within 2x, same state |
| BAY EDUCATION FUND | CA | B12 | $5,709,979 | $5,780,303 | Managing Partner | $328,672 | Same NTEE code B12, revenue within 2x, same state |
| CALIFORNIA STATE UNIVERSITY CHANNEL ISLANDS FOUNDATION | CA | B12 | $14,256,721 | $10,275,435 | BOARD MEMBER (CSUCI PRESIDENT) | $520,304 | Same NTEE code B12, revenue within 2x, same state |
| THE@CHILDRENS EDUCATION INITIATIVE | CA | B12 | $8,468,518 | $2,212,453 | DIRECTOR, PROGRAMS | $372,234 | Same NTEE code B12, revenue within 2x, same state |
| ORINDA NETWORK FOR EDUCATION | CA | B12 | $5,886,000 | $5,464,329 | PRESIDENT | $0 | Same NTEE code B12, revenue within 2x, same state |
| SILICON SCHOOLS FUND INC | CA | B12 | $8,239,053 | $8,614,408 | CEO | $392,990 | Same NTEE code B12, revenue within 2x, same state |
| LAFAYETTE PARTNERS IN EDUCATION | CA | B12 | $8,162,352 | $4,370,507 | Executive Dir. | $183,040 | Same NTEE code B12, revenue within 2x, same state |
| PUEBLO NUEVO EDUCATION AND DEVELOPMENT GROUP | CA | B12 | $11,629,896 | $10,451,134 | CNCA CEO | $341,866 | Same NTEE code B12, revenue within 2x, same state |
| STEM NEXT OPPORTUNITY FUND | CA | B12 | $10,459,673 | $10,376,037 | Secretary/ED | $336,686 | Same NTEE code B12, revenue within 2x, same state |
| RSF SOCIAL INVESTMENT FUND INC | CA | B12 | $7,933,436 | $7,007,295 | CEO & DIRECTOR | $488,700 | Same NTEE code B12, revenue within 2x, same state |
| PALO ALTO PARTNERS IN EDUCATION | CA | B12 | $5,426,713 | $5,429,679 | EXECUTIVE DIRECTOR 7/1/24-6/30/25 | $178,567 | Same NTEE code B12, revenue within 2x, same state |
| OCEAN DISCOVERY INSTITUTE | CA | B12 | $4,595,377 | $4,372,802 | EXECUTIVE DIRECTOR | $185,890 | Same NTEE code B12, revenue within 2x, same state |
| THE JOURNEY FOUNDATION | OH | B12 | $8,945,269 | $6,643,871 | CHAIR | $0 | Same NTEE code B12, revenue within 2x, similar name |
| SANDIA FOUNDATION | NM | B12 | $8,298,973 | $5,703,118 | PRESIDENT & | $347,154 | Same NTEE code B12, revenue within 2x |
| THE LIBRARY OF VIRGINIA FOUNDATION | VA | B12 | $8,735,241 | $1,521,759 | EXECUTIVE DIRECTOR | $167,813 | Same NTEE code B12, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $7,871,453 spent · pay $190,209 · grants $6,759,879 · events $11,234
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,759,879 | 85.9% | |
| Fees: other professional | $601,537 | 7.6% | |
| Pay: officers, directors, trustees | $190,209 | 2.4% | |
| Taxes | $157,708 | 2.0% | |
| Occupancy | $61,697 | 0.8% | |
| Fees: accounting | $48,025 | 0.6% | |
| Other expenses | $34,852 | 0.4% | |
| Travel, conferences and meetings | $11,234 | 0.1% | |
| Interest | $4,396 | 0.1% | |
| Depreciation and depletion | $1,916 | 0.0% | |
| Total | $7,871,453 | 100% |
2023 · Form 990PF · $7,634,272 spent · pay $162,808 · grants $6,758,989 · events $15,562
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,758,989 | 88.5% | |
| Fees: other professional | $541,929 | 7.1% | |
| Pay: officers, directors, trustees | $162,808 | 2.1% | |
| Occupancy | $76,785 | 1.0% | |
| Fees: accounting | $44,800 | 0.6% | |
| Other expenses | $19,987 | 0.3% | |
| Travel, conferences and meetings | $15,562 | 0.2% | |
| Taxes | $12,888 | 0.2% | |
| Depreciation and depletion | $524 | 0.0% | |
| Total | $7,634,272 | 100% |
2022 · Form 990PF · $8,035,669 spent · pay $167,889 · grants $7,506,962 · events $2,055
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,506,962 | 93.4% | |
| Fees: other professional | $215,515 | 2.7% | |
| Pay: officers, directors, trustees | $155,750 | 1.9% | |
| Occupancy | $74,490 | 0.9% | |
| Fees: accounting | $41,400 | 0.5% | |
| Other expenses | $23,309 | 0.3% | |
| Pension plans and employee benefits | $12,139 | 0.2% | |
| Taxes | $4,049 | 0.1% | |
| Travel, conferences and meetings | $2,055 | 0.0% | |
| Total | $8,035,669 | 100% |
2021 · Form 990PF · $7,753,165 spent · pay $162,506 · grants $7,003,881 · events $665
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,003,881 | 90.3% | |
| Taxes | $243,602 | 3.1% | |
| Fees: other professional | $213,533 | 2.8% | |
| Pay: officers, directors, trustees | $150,750 | 1.9% | |
| Occupancy | $64,069 | 0.8% | |
| Fees: accounting | $39,750 | 0.5% | |
| Other expenses | $21,154 | 0.3% | |
| Pension plans and employee benefits | $11,756 | 0.2% | |
| Fees: legal | $4,005 | 0.1% | |
| Travel, conferences and meetings | $665 | 0.0% | |
| Total | $7,753,165 | 100% |
2020 · Form 990PF · $6,870,403 spent · pay $155,806 · grants $6,008,982 · events $8,806
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,008,982 | 87.5% | |
| Taxes | $387,138 | 5.6% | |
| Fees: other professional | $185,674 | 2.7% | |
| Pay: officers, directors, trustees | $144,500 | 2.1% | |
| Occupancy | $62,795 | 0.9% | |
| Fees: accounting | $39,000 | 0.6% | |
| Other expenses | $22,037 | 0.3% | |
| Pension plans and employee benefits | $11,306 | 0.2% | |
| Travel, conferences and meetings | $8,806 | 0.1% | |
| Fees: legal | $165 | 0.0% | |
| Total | $6,870,403 | 100% |
2019 · Form 990PF · $7,621,542 spent · pay $147,775 · grants $7,008,281 · events $20,185
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $7,008,281 | 92.0% | |
| Fees: other professional | $209,039 | 2.7% | |
| Pay: officers, directors, trustees | $137,000 | 1.8% | |
| Taxes | $107,778 | 1.4% | |
| Occupancy | $44,510 | 0.6% | |
| Fees: accounting | $36,760 | 0.5% | |
| Other expenses | $34,330 | 0.5% | |
| Travel, conferences and meetings | $20,185 | 0.3% | |
| Pension plans and employee benefits | $10,775 | 0.1% | |
| Depreciation and depletion | $7,716 | 0.1% | |
| Fees: legal | $5,168 | 0.1% | |
| Total | $7,621,542 | 100% |
2018 · Form 990PF · $7,520,653 spent · pay $145,279 · grants $6,907,890 · events $30,230
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,907,890 | 91.9% | |
| Fees: other professional | $313,101 | 4.2% | |
| Pay: officers, directors, trustees | $134,500 | 1.8% | |
| Occupancy | $44,193 | 0.6% | |
| Other expenses | $36,697 | 0.5% | |
| Fees: accounting | $31,586 | 0.4% | |
| Travel, conferences and meetings | $30,230 | 0.4% | |
| Pension plans and employee benefits | $10,779 | 0.1% | |
| Depreciation and depletion | $8,306 | 0.1% | |
| Taxes | $3,131 | 0.0% | |
| Printing and publications | $240 | 0.0% | |
| Total | $7,520,653 | 100% |
2017 · Form 990PF · $7,632,557 spent · pay $133,396 · grants $6,450,000 · events $32,035
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,450,000 | 84.5% | |
| Fees: other professional | $596,772 | 7.8% | |
| Taxes | $318,376 | 4.2% | |
| Pay: officers, directors, trustees | $123,500 | 1.6% | |
| Occupancy | $39,694 | 0.5% | |
| Travel, conferences and meetings | $32,035 | 0.4% | |
| Fees: accounting | $29,575 | 0.4% | |
| Other expenses | $24,403 | 0.3% | |
| Pension plans and employee benefits | $9,896 | 0.1% | |
| Depreciation and depletion | $8,306 | 0.1% | |
| Total | $7,632,557 | 100% |
2016 · Form 990PF · $7,269,895 spent · pay $122,659 · grants $6,438,922 · events $29,466
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,438,922 | 88.6% | |
| Fees: other professional | $468,996 | 6.5% | |
| Pay: officers, directors, trustees | $113,500 | 1.6% | |
| Taxes | $96,640 | 1.3% | |
| Occupancy | $45,731 | 0.6% | |
| Fees: accounting | $31,225 | 0.4% | |
| Travel, conferences and meetings | $29,466 | 0.4% | |
| Other expenses | $28,029 | 0.4% | |
| Pension plans and employee benefits | $9,159 | 0.1% | |
| Depreciation and depletion | $8,227 | 0.1% | |
| Total | $7,269,895 | 100% |
2015 · Form 990PF · $7,181,165 spent · pay $115,707 · grants $6,436,898 · events $30,200
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,436,898 | 89.6% | |
| Fees: other professional | $432,619 | 6.0% | |
| Pay: officers, directors, trustees | $107,250 | 1.5% | |
| Taxes | $57,922 | 0.8% | |
| Occupancy | $41,275 | 0.6% | |
| Travel, conferences and meetings | $30,200 | 0.4% | |
| Fees: accounting | $30,160 | 0.4% | |
| Other expenses | $28,539 | 0.4% | |
| Pension plans and employee benefits | $8,457 | 0.1% | |
| Depreciation and depletion | $7,845 | 0.1% | |
| Total | $7,181,165 | 100% |
2014 · Form 990PF · $7,051,241 spent · pay $137,000 · grants $6,106,700 · events $22,386
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $6,106,700 | 86.6% | |
| Fees: other professional | $568,800 | 8.1% | |
| Pay: officers, directors, trustees | $137,000 | 1.9% | |
| Taxes | $74,097 | 1.1% | |
| Fees: accounting | $60,514 | 0.9% | |
| Other expenses | $45,866 | 0.7% | |
| Occupancy | $34,285 | 0.5% | |
| Travel, conferences and meetings | $22,386 | 0.3% | |
| Depreciation and depletion | $1,131 | 0.0% | |
| Printing and publications | $462 | 0.0% | |
| Total | $7,051,241 | 100% |
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