LURIA FOUNDATION

Cite this

Plain text LURIA FOUNDATION. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/luria-foundation-770205301. Retrieved 2026-11-01.

APA furp.org. (n.d.). LURIA FOUNDATION [Nonprofit organization profile; tax years 2015–2024]. Retrieved November 1, 2026, from https://furp.org/org/luria-foundation-770205301

MLA “LURIA FOUNDATION.” furp.org, tax years 2015–2024, https://furp.org/org/luria-foundation-770205301. Accessed 1 Nov. 2026.

Retrieved 2026-11-01; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $976K · expenses $862K · assets $11.5M

EIN
77-0205301
Address
1264 COAST VILLAGE RD, SANTA BARBARA, CA 93108-2719
NTEE code
T11
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
December 1990 (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 (supporting organization) Pub 78 ↗
Foundation status
Supporting organization, 509(a)(3)
Cross-check
ProPublica Nonprofit Explorer

Mission

TO MAKE CONTRIBUTIONS TO EXEMPT ORGANIZATIONS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 17 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

17 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jeanne Towles DIRECTOR2020-2024 0 $0 reported 2
Maurice Singer DIRECTOR2015-2024 0 $0 reported 3
Karen Luria-Budgor PRESIDENT2015-2024 1 $0 reported 1
Brady Bowman SECRETARY2015-2024 1 $0 reported 1
Lauren Katz DIRECTOR2015-2024 0 $0 reported 1
Joan Rothenberg DIRECTOR2015-2024 0 $0 reported 1
Diane Sullivan DIRECTOR2015-2024 0 $0 reported 2
Mindy Budgor VICE PRESIDENT2016-2024 0 $0 reported 1
Adam Budgor CHIEF FINANCIAL OFFICER2016-2024 0 $0 reported 1
Ted Friedel DIRECTOR2016-2024 0 $0 reported 1
Paul Guido DIRECTOR2016-2024 0 $0 reported 2
Scott Vincent DIRECTOR2020-2024 0 $0 reported 1
Leatrice Luria (former) PRESIDENT2015-2020 1 $0 reported 1
Susan Drymalski Bowey (former) DIRECTOR2015-2019 0 $0 reported 2
Maddy Jacobson (former) DIRECTOR2015-2019 0 $0 reported 1
Sue Colin (former) DIRECTOR2015 0 $0 reported 1
Robert Toledo (former) DIRECTOR2015 0 $0 reported 2

People by year

2024 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN LURIA-BUDGOR PRESIDENT1 $0$0$0 $01
BRADY BOWMAN SECRETARY1 $0$0$0 $01
LAUREN KATZ DIRECTOR0 $0$0$0 $01
JOAN ROTHENBERG DIRECTOR0 $0$0$0 $01
MAURICE SINGER DIRECTOR0 $0$0$0 $03
DIANE SULLIVAN DIRECTOR0 $0$0$0 $02
MINDY BUDGOR VICE PRESIDENT0 $0$0$0 $01
ADAM BUDGOR CHIEF FINANCIAL OFFICER0 $0$0$0 $01
TED FRIEDEL DIRECTOR0 $0$0$0 $01
PAUL GUIDO DIRECTOR0 $0$0$0 $02
SCOTT VINCENT DIRECTOR0 $0$0$0 $01
JEANNE TOWLES DIRECTOR0 $0$0$0 $02
2023 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN LURIA-BUDGOR PRESIDENT1 $0$0$0 $01
BRADY BOWMAN SECRETARY1 $0$0$0 $01
LAUREN KATZ DIRECTOR0 $0$0$0 $01
JOAN ROTHENBERG DIRECTOR0 $0$0$0 $01
MAURICE SINGER DIRECTOR0 $0$0$0 $03
DIANE SULLIVAN DIRECTOR0 $0$0$0 $02
MINDY BUDGOR VICE PRESIDENT0 $0$0$0 $01
ADAM BUDGOR CHIEF FINANCIAL OFFICER0 $0$0$0 $01
TED FRIEDEL DIRECTOR0 $0$0$0 $01
PAUL GUIDO DIRECTOR0 $0$0$0 $02
SCOTT VINCENT DIRECTOR0 $0$0$0 $01
JEANNE TOWLES DIRECTOR0 $0$0$0 $02
2022 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN LURIA BUDGOR PRESIDENT1 $0$0$0 $01
BRADY BOWMAN SECRETARY1 $0$0$0 $01
LAUREN KATZ DIRECTOR0 $0$0$0 $01
JOAN ROTHENBERG DIRECTOR0 $0$0$0 $01
MAURICE SINGER DIRECTOR0 $0$0$0 $03
DIANE SULLIVAN DIRECTOR0 $0$0$0 $02
MINDY BUDGOR VICE PRESIDENT0 $0$0$0 $01
ADAM BUDGOR CHIEF FINANCIAL OFFICER0 $0$0$0 $01
TED FRIEDEL DIRECTOR0 $0$0$0 $01
PAUL GUIDO DIRECTOR0 $0$0$0 $02
SCOTT VINCENT DIRECTOR0 $0$0$0 $01
JEANNE TOWLES DIRECTOR0 $0$0$0 $02
2021 · 12 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
KAREN LURIA BUDGOR PRESIDENT1 $0$0$0 $01
BRADY BOWMAN SECRETARY1 $0$0$0 $01
LAUREN KATZ DIRECTOR0 $0$0$0 $01
JOAN ROTHENBERG DIRECTOR0 $0$0$0 $01
MAURICE SINGER DIRECTOR0 $0$0$0 $03
DIANE SULLIVAN DIRECTOR0 $0$0$0 $02
MINDY BUDGOR VICE PRESIDENT0 $0$0$0 $01
ADAM BUDGOR CHIEF FINANCIAL OFFICER0 $0$0$0 $01
TED FRIEDEL DIRECTOR0 $0$0$0 $01
PAUL GUIDO DIRECTOR0 $0$0$0 $02
SCOTT VINCENT DIRECTOR0 $0$0$0 $01
JEANNE TOWLES DIRECTOR0 $0$0$0 $02
2020 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
LAUREN KATZ DIRECTOR0 $0$0$0 $01
JOAN ROTHENBERG DIRECTOR0 $0$0$0 $01
MAURICE SINGER DIRECTOR0 $0$0$0 $03
DIANE SULLIVAN DIRECTOR0 $0$0$0 $02
MINDY BUDGOR DIRECTOR0 $0$0$0 $01
ADAM BUDGOR DIRECTOR0 $0$0$0 $01
TED FRIEDEL DIRECTOR0 $0$0$0 $01
PAUL GUIDO DIRECTOR0 $0$0$0 $02
SCOTT VINCENT DIRECTOR0 $0$0$0 $01
JEANNE TOWLES DIRECTOR0 $0$0$0 $02
LEATRICE LURIA PRESIDENT1 $0$0$0 $01
KAREN LURIA BUDGOR VICE-PRESIDENT/TREASURER1 $0$0$0 $01
BRADY BOWMAN SECRETARY1 $0$0$0 $01
2019 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN BOWEY DIRECTOR0 $0$0$0 $02
LAUREN KATZ DIRECTOR0 $0$0$0 $01
JOAN ROTHENBERG DIRECTOR0 $0$0$0 $01
MAURICE SINGER DIRECTOR0 $0$0$0 $03
MADDY JACOBSON DIRECTOR0 $0$0$0 $01
DIANE SULLIVAN DIRECTOR0 $0$0$0 $02
MINDY BUDGOR DIRECTOR0 $0$0$0 $01
ADAM BUDGOR DIRECTOR0 $0$0$0 $01
TED FRIEDEL DIRECTOR0 $0$0$0 $01
PAUL GUIDO DIRECTOR0 $0$0$0 $02
LEATRICE LURIA PRESIDENT1 $0$0$0 $01
KAREN LURIA BUDGOR VICE-PRESIDENT/TREASURER1 $0$0$0 $01
BRADY BOWMAN SECRETARY1 $0$0$0 $01
2018 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN BOWEY DIRECTOR0 $0$0$0 $02
LAUREN KATZ DIRECTOR0 $0$0$0 $01
JOAN ROTHENBERG DIRECTOR0 $0$0$0 $01
MAURICE SINGER DIRECTOR0 $0$0$0 $03
MADDY JACOBSON DIRECTOR0 $0$0$0 $01
DIANE SULLIVAN DIRECTOR0 $0$0$0 $02
MINDY BUDGOR DIRECTOR0 $0$0$0 $01
ADAM BUDGOR DIRECTOR0 $0$0$0 $01
TED FRIEDEL DIRECTOR0 $0$0$0 $01
PAUL GUIDO DIRECTOR0 $0$0$0 $02
LEATRICE LURIA PRESIDENT1 $0$0$0 $01
KAREN LURIA BUDGOR VICE-PRESIDENT/TREASURER1 $0$0$0 $01
BRADY BOWMAN SECRETARY1 $0$0$0 $01
2017 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN BOWEY DIRECTOR0 $0$0$0 $02
LAUREN KATZ DIRECTOR0 $0$0$0 $01
JOAN ROTHENBERG DIRECTOR0 $0$0$0 $01
MAURICE SINGER DIRECTOR0 $0$0$0 $03
MADDY JACOBSON DIRECTOR0 $0$0$0 $01
DIANE SULLIVAN DIRECTOR0 $0$0$0 $02
MINDY BUDGOR DIRECTOR0 $0$0$0 $01
ADAM BUDGOR DIRECTOR0 $0$0$0 $01
TED FRIEDEL DIRECTOR0 $0$0$0 $01
PAUL GUIDO DIRECTOR0 $0$0$0 $02
LEATRICE LURIA PRESIDENT1 $0$0$0 $01
KAREN LURIA BUDGOR VICE-PRESIDENT/TREASURER1 $0$0$0 $01
BRADY BOWMAN SECRETARY1 $0$0$0 $01
2016 · 13 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUSAN BOWEY DIRECTOR0 $0$0$0 $02
LAUREN KATZ DIRECTOR0 $0$0$0 $01
JOAN ROTHENBERG DIRECTOR0 $0$0$0 $01
MAURICE SINGER DIRECTOR0 $0$0$0 $03
MADDY JACOBSON DIRECTOR0 $0$0$0 $01
DIANE SULLIVAN DIRECTOR0 $0$0$0 $02
MINDY BUDGOR DIRECTOR0 $0$0$0 $01
ADAM BUDGOR DIRECTOR0 $0$0$0 $01
TED FRIEDEL DIRECTOR0 $0$0$0 $01
PAUL GUIDO DIRECTOR0 $0$0$0 $02
LEATRICE LURIA PRESIDENT0 $0$0$0 $01
KAREN LURIA BUDGOR VICE-PRESIDENT/TREASURER0 $0$0$0 $01
BRADY BOWMAN SECRETARY0 $0$0$0 $01
2015 · 11 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
SUE COLIN DIRECTOR0 $0$0$0 $01
SUSAN BOWEY DIRECTOR0 $0$0$0 $02
LAUREN KATZ DIRECTOR0 $0$0$0 $01
JOAN ROTHENBERG DIRECTOR0 $0$0$0 $01
MAURICE SINGER DIRECTOR0 $0$0$0 $03
MADDY JACOBSON DIRECTOR0 $0$0$0 $01
DIANE SULLIVAN DIRECTOR0 $0$0$0 $02
ROBERT TOLEDO DIRECTOR0 $0$0$0 $02
LEATRICE LURIA PRESIDENT0 $0$0$0 $01
KAREN LURIA BUDGOR VICE-PRESIDENT/TREASURER0 $0$0$0 $01
BRADY BOWMAN SECRETARY0 $0$0$0 $01

Highest-paid independent contractors

No independent contractors reported.

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 · 15 grants to organizations · $589K
2023 · 21 grants to organizations · $1.0M
2022 · 15 grants to organizations · $654K

Listed grants add up to $654,100; the return's “grants paid” expense line says $685,800. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2021 · 17 grants to organizations · $524K

Listed grants add up to $523,500; the return's “grants paid” expense line says $547,150. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2020 · 28 grants to organizations · $498K
2019 · 25 grants to organizations · $523K
2018 · 23 grants to organizations · $513K

Listed grants add up to $512,645; the return's “grants paid” expense line says $522,645. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.

2017 · 21 grants to organizations · $452K
2016 · 24 grants to organizations · $520K
2015 · 20 grants to organizations · $281K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$975,833$862,401 $11,492,274$11,492,274 $0$0 $000
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$930,325$1,301,713 $11,818,781$11,818,781 $1,375$0 $000
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$3,625,685$909,911 $11,743,051$11,743,051 $2,994,718$0 $000
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$755,127$741,293 $9,118,796$9,118,796 $0$0 $000
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$708,675$685,189 $9,104,962$9,104,962 $0$0 $000
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$820,152$844,374 $9,081,476$9,081,476 $0$0 $000
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$1,287,192$805,183 $9,105,698$9,105,698 $0$0 $000
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$795,171$629,495 $8,596,734$8,596,734 $0$0 $000
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$667,355$694,786 $8,418,437$8,418,437 $0$0 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$653,641$439,150 $8,460,198$8,453,469 $0$0 $000

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

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

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
LYLES FOUNDATIONCAT11 $1,620,681$1,076,664 Trustee$0 Same NTEE code T11, revenue within 2x, same state, similar name
REMINGTON COURT FOUNDATIONCAT11 $1,736,149$4,906,661 CHIEF FINANCIAL OFFICER$472,200 Same NTEE code T11, revenue within 2x, same state
PIPKIN CHARITABLE FOUNDATIONCAT11 $1,302,082$2,567,286 ASSISTANT TREASURER$472,200 Same NTEE code T11, revenue within 2x, same state
RYMAN CARROLL FOUNDATIONCAT11 $1,268,306$1,502,262 EXECUTIVE DIRECTOR$197,177 Same NTEE code T11, revenue within 2x, same state
SAN DIEGO WOMENS FOUNDATIONCAT11 $807,744$797,201 EXECUTIVE DIRECTOR$168,921 Same NTEE code T11, revenue within 2x, same state
CHORTEK WEISMAN FAMILY FOUNDATIONCAT11 $1,691,476$1,693,393 VICE PRESIDENT$479,040 Same NTEE code T11, revenue within 2x, same state
BETHANY HOME SOCIETY FOUNDATION INCCAT11 $654,399$121,674 Vice President$0 Same NTEE code T11, revenue within 2x, same state
HEADINGTON INSTITUTE FOUNDATIONCAT11 $757,089$263,858 SECRETARY$183,060 Same NTEE code T11, revenue within 2x, same state
HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFECAT11 $835,648$916,028 Executive Dir.$183,131 Same NTEE code T11, revenue within 2x, same state
VENTURA COUNTY SHERIFFS FOUNDATIONCAT11 $548,359$301,392 BOARD MEMBER$0 Same NTEE code T11, revenue within 2x, same state
BARNEY & RACHEL GOTTSTEIN CHAR FOUNDATIONCAT11 $1,858,733$2,619,888 DIRECTOR/TREASURER$772,970 Same NTEE code T11, revenue within 2x, same state
THE RELATIONAL CENTERCAT11 $500,066$527,511 Managing Director$41,140 Same NTEE code T11, revenue within 2x, same state
JACKSON LEWIS FOUNDATIONNYT11 $1,057,938$1,346,970 Vice President$0 Same NTEE code T11, revenue within 2x, similar name
GREER FOUNDATIONOHT11 $623,791$301,940 ASST SECRETARY$727,590 Same NTEE code T11, revenue within 2x, similar name
TMG FOUNDATIONILT11 $718,494$688,874 DIRECTOR$0 Same NTEE code T11, revenue within 2x, similar name
SCWA FOUNDATIONSCT11 $501,659$110,205 SECRETARY TREASURER$286,316 Same NTEE code T11, revenue within 2x, similar name
ALL LIFE FOUNDATIONOHT11 $1,757,254$1,959,797 Vice President and Public Trustee$378,793 Same NTEE code T11, revenue within 2x, similar name
WATERFALL FOUNDATION INCGAT11 $1,042,635$21,965,205 TRUSTEE$0 Same NTEE code T11, revenue within 2x
LAKEWOOD FOUNDATIONOHT11 $640,766$428,380 PRESIDENT$0 Same NTEE code T11, revenue within 2x, similar name
FOUNDATION FOR FLINTMIT11 $520,550$525,987 CEO/PRESIDENT$278,576 Same NTEE code T11, revenue within 2x, similar name
GRACE FOUNDATIONTXT11 $1,231,855$1,075,612 TRUSTEE$0 Same NTEE code T11, revenue within 2x, similar name
OAKLAWN FOUNDATIONART11 $903,799$903,799 SECRETARY$0 Same NTEE code T11, revenue within 2x, similar name
BILLINGS LEADERSHIP FOUNDATIONMTT11 $1,305,676$1,304,456 EXECUTIVE DIRECTOR$319,365 Same NTEE code T11, revenue within 2x
PREVAIL FOUNDATION INCINT11 $1,420,896$207,502 PRESIDENT$0 Same NTEE code T11, revenue within 2x
WFYI FOUNDATION INCINT11 $1,523,864$59,938 PRESIDENT AND CEO$287,165 Same NTEE code T11, revenue within 2x, similar name

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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
GATES FOUNDATION Private foundation$28,489,2218 12016–2023 WORLD POULTRY FOUNDATION INC
CHARLES STEWART MOTT FOUNDATION Private foundation$16,010,1004 12016–2017 FOUNDATION FOR FLINT
COMMUNITY FOUNDATION OF GREATER FLINT DAF sponsor$8,304,8802 12016–2017 FOUNDATION FOR FLINT
LILLY ENDOWMENT INC Private foundation$5,100,0003 12022–2025 FOUNDATION FOR MISSISSIPPI HISTORY
PERMIAN BASIN AREA FOUNDATION DAF sponsor$4,700,0008 12014–2021 GRACE FOUNDATION
NATIONAL CHRISTIAN CHARITABLE FOUNDATION DAF sponsor$3,725,01426 62012–2024 TMG FOUNDATION; THE ARISE FOUNDATION; LIFE CHRISTIAN FOUNDATION; BETHANY HOME SOCIETY FOUNDATION INC and 2 more
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$2,420,23864 152016–2024 HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE; COMMUNITY ROOTS HOLDING FOUNDATION; RYMAN CARROLL FOUNDATION; SANCTUARY GOLF CLUB FOUNDATION INC and 11 more
THE FOUNDATION FOR NORTH AMERICA WILD SHEEP DAF sponsor$1,973,0754 12019–2024 WILD SHEEP LEGACY FOUNDATION
AMERICAN ENDOWMENT FOUNDATION DAF sponsor$1,770,33210 32016–2024 RYMAN CARROLL FOUNDATION; FOUNDATION FOR MISSISSIPPI HISTORY; THE RELATIONAL CENTER
TEN TALENTS FOUNDATION Private foundation$1,452,6776 12015–2022 TMG FOUNDATION
DONOR ADVISED CHARITABLE GIVING DAF sponsor$1,214,11161 152014–2024 LAKESIDE CHAUTAUQUA FOUNDATION; HILLEL THE FOUNDATION FOR JEWISH CAMPUS LIFE; ALBERTINA KERR CENTERS FOUNDATION INC; SANCTUARY GOLF CLUB FOUNDATION INC and 11 more
COMMUNITY FOUNDATION FOR MISSISSIPPI DAF sponsor$1,047,0507 12014–2024 FOUNDATION FOR MISSISSIPPI HISTORY
CARNEGIE CORPORATION OF NEW YORK Private foundation$1,000,0001 12015–2015 FOUNDATION FOR FLINT
COMMUNITY FOUNDATION OF ABILENE DAF sponsor$965,3637 12016–2024 UNITED WAY FOUNDATION OF ABILENE
THE SHARON D LUND FOUNDATION Private foundation$960,0003 12014–2017 RYMAN CARROLL FOUNDATION

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 990 · $862,401 spent · pay $0 · grants $589,250 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $589,250$589,250-- 68.3%
Fees: management $171,888-$171,888- 19.9%
Occupancy $44,236-$44,236- 5.1%
Fees: accounting $33,614-$33,614- 3.9%
Fees: investment management $16,860-$16,860- 2.0%
Insurance $4,613-$4,613- 0.5%
Other (as described)FOREIGN TAXES $676-$676- 0.1%
Other (as described)MEALS & ENTERTAINMENT $502-$502- 0.1%
Other (as described)SALES AND USE TAX $471-$471- 0.1%
Other (as described)BANK SERVICE CHARGES $191-$191- 0.0%
All other expenses $100-$100- 0.0%
Total$862,401100%

View the filing

2023 · Form 990 · $1,301,713 spent · pay $0 · grants $1,032,484 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $1,032,484$1,032,484-- 79.3%
Fees: management $176,983-$176,983- 13.6%
Occupancy $53,307-$53,307- 4.1%
Fees: accounting $15,728-$15,728- 1.2%
Fees: investment management $14,896-$14,896- 1.1%
Insurance $4,089-$4,089- 0.3%
Other (as described)FEDERAL TAXES $1,000-$1,000- 0.1%
Information technology $865-$865- 0.1%
Other (as described)FOREIGN TAXES $685-$685- 0.1%
All other expenses $625-$625- 0.0%
Other (as described)BANK SERVICE CHARGES $551-$551- 0.0%
Other (as described)CALIFORNIA TAXES $500-$500- 0.0%
Total$1,301,713100%

View the filing

2022 · Form 990 · $909,911 spent · pay $0 · grants $685,800 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $685,800$685,800-- 75.4%
Fees: management $152,000-$152,000- 16.7%
Occupancy $39,790-$39,790- 4.4%
Fees: accounting $15,175-$15,175- 1.7%
Fees: investment management $8,695-$8,695- 1.0%
Other (as described)FEDERAL TAXES $3,230-$3,230- 0.4%
Insurance $3,109-$3,109- 0.3%
Other (as described)CALIFORNIA TAXES $1,000-$1,000- 0.1%
Other (as described)FOREIGN TAXES $581-$581- 0.1%
Other (as described)BANK SERVICE CHARGES $405-$405- 0.0%
All other expenses $100-$100- 0.0%
Fees: legal $26-$26- 0.0%
Total$909,911100%

View the filing

2021 · Form 990 · $741,293 spent · pay $0 · grants $547,150 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $547,150$547,150-- 73.8%
Fees: management $133,857-$133,857- 18.1%
Occupancy $37,222-$37,222- 5.0%
Fees: accounting $11,255-$11,255- 1.5%
Fees: investment management $7,653-$7,653- 1.0%
Insurance $3,109-$3,109- 0.4%
Fees: legal $445-$445- 0.1%
Other (as described)FOREIGN TAXES $401-$401- 0.1%
Other (as described)BANK SERVICE CHARGES $126-$126- 0.0%
Other (as described)ATTORNEY GENERAL'S REGI $75-$75- 0.0%
Total$741,293100%

View the filing

2020 · Form 990 · $685,189 spent · pay $0 · grants $497,820 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $497,820$497,820-- 72.7%
Fees: management $131,004-$131,004- 19.1%
Occupancy $35,982-$35,982- 5.3%
Fees: accounting $7,680-$7,680- 1.1%
Other (as described)BANK SERVICE CHARGES $6,624-$6,624- 1.0%
Insurance $3,204-$3,204- 0.5%
Office expenses $2,400-$2,400- 0.4%
Other (as described)FOREIGN TAXES $400-$400- 0.1%
Other (as described)ATTORNEY GENERAL'S REGI $75-$75- 0.0%
Total$685,189100%

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2019 · Form 990 · $844,374 spent · pay $0 · grants $522,550 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $522,550$522,550-- 61.9%
Fees: management $127,387-$127,387- 15.1%
Other (as described)FEDERAL TAXES - UBTI $95,782-$95,782- 11.3%
Other (as described)STATE TAXES - UBTI $45,312-$45,312- 5.4%
Occupancy $35,838-$35,838- 4.2%
Fees: accounting $9,930-$9,930- 1.2%
Insurance $2,777-$2,777- 0.3%
Office expenses $2,600-$2,600- 0.3%
Other (as described)BANK SERVICE CHARGES $868-$868- 0.1%
Fees: legal $563-$563- 0.1%
Other (as described)MEALS & ENTERTAINMENT $412-$412- 0.0%
All other expenses $355-$355- 0.0%
Total$844,374100%

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2018 · Form 990 · $805,183 spent · pay $0 · grants $522,645 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $522,645$522,645-- 64.9%
Fees: management $123,605-$123,605- 15.4%
Other (as described)FEDERAL TAXES - UBTI $80,010-$80,010- 9.9%
Occupancy $35,714-$35,714- 4.4%
Other (as described)STATE TAXES - UBTI $24,860-$24,860- 3.1%
Fees: accounting $12,500-$12,500- 1.6%
Insurance $2,574-$2,574- 0.3%
Office expenses $2,200-$2,200- 0.3%
Other (as described)BANK SERVICE CHARGES $849-$849- 0.1%
Other (as described)FOREIGN TAXES $131-$131- 0.0%
All other expenses $95-$95- 0.0%
Total$805,183100%

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2017 · Form 990 · $629,495 spent · pay $0 · grants $451,720 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $451,720$451,720-- 71.8%
Fees: management $118,463-$118,463- 18.8%
Occupancy $38,235-$38,235- 6.1%
Fees: accounting $15,435-$15,435- 2.5%
Insurance $2,574-$2,574- 0.4%
Office expenses $2,400-$2,400- 0.4%
Other (as described)BANK SERVICE CHARGES $296-$296- 0.0%
Fees: legal $195-$195- 0.0%
Other (as described)FOREIGN TAXES $102-$102- 0.0%
Other (as described)ATTORNEY GENERAL'S REGI $75-$75- 0.0%
Total$629,495100%

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2016 · Form 990 · $694,786 spent · pay $0 · grants $520,314 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $520,314$520,314-- 74.9%
Fees: management $117,587-$117,587- 16.9%
Occupancy $28,473-$28,473- 4.1%
Fees: accounting $11,855-$11,855- 1.7%
Office expenses $5,200-$5,200- 0.7%
Fees: legal $3,652-$3,652- 0.5%
Other (as described)FEDERAL TAXES - UBTI $2,888-$2,888- 0.4%
Insurance $2,477-$2,477- 0.4%
Other (as described)STATE TAXES - UBTI $1,695-$1,695- 0.2%
Other (as described)MEALS & ENTERTAINMENT $365-$365- 0.1%
Other (as described)BANK SERVICE CHARGES $185-$185- 0.0%
All other expenses $95-$95- 0.0%
Total$694,786100%

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2015 · Form 990 · $439,150 spent · pay $0 · grants $280,750 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Grants to US organizations and governments $280,750$280,750-- 63.9%
Fees: management $114,515-$114,515- 26.1%
Occupancy $22,388-$22,388- 5.1%
Fees: accounting $7,155-$7,155- 1.6%
Other (as described)MISCELLANEOUS EXPENSE $5,404-$5,404- 1.2%
Travel $2,684-$2,684- 0.6%
Office expenses $2,562-$2,562- 0.6%
Insurance $2,477-$2,477- 0.6%
Fees: investment management $493-$493- 0.1%
Other (as described)MEALS & ENTERTAINMENT $422-$422- 0.1%
Other (as described)BANK SERVICE CHARGES $150-$150- 0.0%
Other (as described)ATTORNEY GENERAL'S REGI $150-$150- 0.0%
Total$439,150100%

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