Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
WILLIAM O LUND JR AND NATALIE C LUND
CHARITABLE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)C/O GENE C OLSON TRUSTEE 150 SFIFTH NO 3230Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINNEAPOLIS, MN55402
A Employer identification number

20-2539936
B Telephone number (see instructions)

(612) 455-1000
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,650,012J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 46 46  
4 Dividends and interest from securities...... 150,955 150,955  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 421,342
b Gross sales price for all assets on line 6a 2,123,644
7 Capital gain net income (from Part IV, line 2)... 421,342
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 572,343 572,343  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 50,500 45,500   5,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,185 2,593   2,592
c Other professional fees (attach schedule).... Click to see attachment 88,312 88,312   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions) Click to see attachment 3,938 238   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 329 0   329
23 Other expenses (attach schedule)....... Click to see attachment 1,599 1,045   33
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 149,863 137,688   7,954
25 Contributions, gifts, grants paid........ 270,000 270,000
26 Total expenses and disbursements. Add lines 24 and 25 419,863 137,688   277,954
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 152,480
b Net investment income (if negative, enter -0-) 434,655
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 515,763 273,195 273,195
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 5,303,505 Click to see attachment5,587,311 6,594,696
c Investments—corporate bonds (attach schedule)........ 663,801 Click to see attachment775,564 777,600
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)...........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment5,042 Click to see attachment4,521 Click to see attachment4,521
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,488,111 6,640,591 7,650,012
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 0 0
28 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
29 Retained earnings, accumulated income, endowment, or other funds 6,488,111 6,640,591
30 Total net assets or fund balances (see page 17 of the
instructions).................... 6,488,111 6,640,591
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 6,488,111 6,640,591
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 6,488,111
2 Enter amount from Part I, line 27a..................... 2 152,480
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 6,640,591
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 6,640,591
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CLASS ACTION SETTLEMENT      
c CASH IN LIEU OF FRACTIONAL SHARE      
d CASH PORTION OF STOCK/CASH MERGER - VIRGIN MEDIA, INC      
e CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 2,082,030   1,702,302 379,728
b 9     9
c 51     51
d 3,938     3,938
e 37,616     37,616
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       379,728
b       9
c       51
d       3,938
e       37,616
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 421,342
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 97,279 7,355,739 0.013225
2011 389,748 7,993,918 0.048756
2010 367,400 7,357,917 0.049933
2009 317,454 6,351,796 0.049979
2008 370,810 7,464,240 0.049678
2 Total of line 1, column (d) ...................... 2 0.211571
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.042314
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 7,222,405
5 Multiply line 4 by line 3....................... 5 305,609
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 4,347
7 Add lines 5 and 6......................... 7 309,956
8 Enter qualifying distributions from Part XII, line 4.............. 8 277,954
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 8,693
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 8,693
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,693
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 2,100
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,100
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. 8 141
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 6,734
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletGENE C OLSON TRUSTEE Telephone no.bullet (612) 455-1000
    Located atbullet150 S FIFTH ST SUITE 3230MPLSMN ZIP+4bullet55402
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    GENE C OLSON TRUSTEE
    15.00     		50,000 0 0
    150 S FIFTH ST 3230
    MINNEAPOLIS,MN55402
    UNION BANK TRUST TRUSTEE
    0.50     		500 0 0
    312 CENTRAL AVE SE 508
    MINNEAPOLIS,MN55414
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 N/A 0
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A 0
    2  
    All other program-related investments. See page 24 of the instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    361,120
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    8,693
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,693
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    352,427
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    352,427
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    352,427
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 352,427
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 267,709
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 0
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 277,954
    a Applied to 2012, but not more than line 2a 267,709
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 10,245
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		342,182
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GENE C OLSON
    150 SOUTH FIFTH STREET SUITE 3275
    MINNEAPOLIS,MN55402
    (612) 455-1000
    bThe form in which applications should be submitted and information and materials they should include:
    SEE THE ATTACHED 2 PAGE GRANT APPLICATION FORM - STATEMENT 13
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION DOES NOT CONTEMPLATE CONSIDERING GRANTS TO INDIVIDUALS FOR SCHOLARSHIPS, SCHOLARLY RESEARCH OR ANY OTHER PURPOSE AT THE PRESENT TIME.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SALVATION ARMY OF TWIN CITIES
    2445 PRIOR AVE NORTH
    ROSEVILLE,MN55113     		NONE PUBLIC CHARITY PROGRAM SUPPORT 50,000
    DELTA WATERFOWL
    PO BOX 3128
    BISMARK,ND58502     		NONE PUBLIC CHARITY PROGRAM SUPPORT 10,000
    INTERCONGREGATIONAL COMMUNITIES
    12990 ST DAVID RD
    MINNETONKA,MN55305     		NONE PUBLIC CHARITY PROGRAM SUPPORT 20,000
    MAYO CLINIC
    200 FIRST ST SW
    ROCHESTER,MN55905     		NONE PUBLIC CHARITY PROGRAM SUPPORT 100,000
    MINNESOTA ASSISTANCE COUNCIL FOR VETERANS
    360 ROBERT ST N
    ST PAUL,MN55101     		NONE PUBLIC CHARITY PROGRAM SUPPORT 20,000
    NORTHERN STAR COUNCIL - BSA
    5300 GLENWOOD AV
    MINNEAPOLIS,MN55422     		NONE PUBLIC CHARITY PROGRAM SUPPORT 7,500
    PHEASANTS FOREVER
    1783 BUERKLE CIR
    ST PAUL,MN55110     		NONE PUBLIC CHARITY PROGRAM SUPPORT 7,500
    SCIENCE MUSEUM OF MINNESOTA
    120 W KELLOGG BLVD
    ST PAUL,MN55102     		NONE PUBLIC CHARITY PROGRAM SUPPORT 5,000
    SECOND HARVEST HEARTLAND
    1140 GERVAIS AVE
    ST PAUL,MN55109     		NONE PUBLIC CHARITY PROGRAM SUPPORT 50,000
    Total .................................bullet 3a 270,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 46  
    4 Dividends and interest from securities....     14 150,955  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....          
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 421,342  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: aIRS REFUNDS     01    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 572,343 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13572,343
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    WILLIAM O LUND JR AND NATALIE C LUND
    CHARITABLE FOUNDATION
    EIN: 20-2539936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,185 2,593   2,592

    TY 2013 AllOthProgRltdInvestmentsSch
    Name:
    WILLIAM O LUND JR AND NATALIE C LUND
    CHARITABLE FOUNDATION
    EIN: 20-2539936
    Category Amount
    N/A 0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    WILLIAM O LUND JR AND NATALIE C LUND
    CHARITABLE FOUNDATION
    EIN: 20-2539936
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BERNSTEIN INTERMEDIATE FUND 775,564 777,600

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    WILLIAM O LUND JR AND NATALIE C LUND
    CHARITABLE FOUNDATION
    EIN: 20-2539936
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPS ALERIAN MLP ETF - 933 SHS 15,745 16,598
    ALGER SPECTRA I #213I - 17270.631 SHS 216,657 304,481
    ISHARES RUSSELL 1000 VALUE ETF - 9880 SHS 783,759 930,400
    ISHARES RUSSELL 1000 GROWTH ETF FUND - 3300 SHS 215,292 283,635
    !SHARES U S PREFERRED STOCK ETF - 410 SHS 16,404 15,100
    POWERSHARES FTSE RAFI US 1500 SM-MID ETF - 5262 SHS 359,119 514,255
    POWERSHARES FTSE RAFI EMER MKTS ETF - 6922 SHS 149,274 141,832
    POWERSHARES FTSE RAFI DEV MKTS EX-US ETF - 8334 SHS 328,588 366,446
    GUGGENHEIM S&P 500 PURE GROWTH ETF - 4159 SHS 183,778 292,378
    VANGUARD INTEFTM-TERM BD INDEX ETF - 9710 SHS 743,745 793,307
    WELLS FARGO ADVANTAGE GROWTH I - 5376.045 SHS 202,922 299,715
    AT&T INC - 300 SHS 10,701 10,548
    AETNA INC - 165 SHS 9,099 11,317
    AFFILIATED MGRS GRP INC - 40 SHS 4,102 8,675
    ALLERGANINC - 140 SHS 10,046 15,551
    ALLIANCE BERNSTEIN GLOBAL REIT - 31213.58 SHS 368,129 303,396
    AMAZON INC - 40 SHS 9,426 15,952
    AMERICAN MIL GROUP - 140 SHS 7,287 8,081
    AMERICAN INTL GROUP - 475 SHS 20,950 24,249
    AMETEK INC - 225 SHS 10,695 11,851
    AMPHENOL CORP - 155 SHS 11,714 13,823
    ANSYSINC - 225 SHS 14,954 19,620
    APPLEINC - 60 SHS 6,195 33,661
    APPLIED MATERIALS INC - 450 SHS 4,682 7,956
    ASSURANT INC - 90 SHS 5,816 5,973
    BANK AMER CORP - 1900 SHS 19,917 29,583
    BERNSTEIN INTL FUND #63 - 34395.385 SHS 720,906 562,021
    BERNSTEIN EMERGING MARKETS - 3776.883 SHS 106,355 103,298
    BIOGEN IDEC INC - 85 SHS 12,120 23,764
    BLACKROCK INC - 25 SHS 5,869 7,912
    BOEING CO - 180 SHS 13,485 24,568
    CIT GROUP INC - 325 SHS 11,061 16,942
    CVS/CAREMARK CORP - 180 SHS 11,785 12,883
    CAPITAL ONE FINL CORP - 250 SHS 13,568 19,153
    CELGENE CORP - 115 SHS 8,211 19,431
    CRIPOTLE MEXICAN GRILL INC - 9 SHS 2,629 4,795
    CHUBB CORP - 165 SHS 13,771 15,944
    CITIGROUP INC - 500 SHS 18,678 26,055
    COGNIZANT TECHNOLOGY CORP - 350 SHS 23,078 35,343
    COMCAST CORP CL A - 325 SHS 7,473 16,889
    COSTCO WHSL CORP - 175 SHS 19,013 20,829
    DANAHER CORP - 350 SHS 13,685 27,020
    DELTA AIRLINES INC - 155 SHS 1,315 4,258
    DISNEY WALT CO - 200 SHS 4,008 15,280
    DISCOVER FINL SVCS - 225 SHS 8,618 12,589
    E TRADE GROUP INC - 250 SHS 3,823 4,910
    EBAY INC - 250 SHS 11,803 13,716
    EDISON INTL - 300 SHS 13,579 13,890
    ELECTRONIC ARTS INC - 625 SHS 13,992 14,338
    EXPEDITORS INTL WASH INC - 175 SHS 7,645 7,744
    FACEBOOK INC - 275 SHS 5,637 15,028
    FLOWSERVE CORP - 75 SHS 2,661 5,912
    FORD MOTOR CO - 825 SHS 7,892 12,730
    GAMESTOP CORP - 165 SHS 5,191 8,128
    GANNETT CO - 450 SHS 7,843 13,311
    GENERAL MOTORS CO - 300 SHS 11,236 12,261
    GENWORTH FINL INC - 650 SHS 6,881 10,095
    GILEAD SCIENCES INC - 275 SHS 8,904 20,653
    GLAXO SMITHKLINE PLC ADR UK - 225 SHS 11,947 12,013
    GOOGLE INC - 35 SHS 16,201 39,225
    GRAINGER WW INC - 30 SHS 6,690 7,663
    GREEN MOUNTAIN COFFEE ROASTERS - 105 SHS 5,601 7,932
    HALLIBURTON CO - 225 SHS 9,643 11,419
    HARRIS CORP DEL - 120 SHS 5,987 8,377
    HEALTH NET INC - 225 SHS 6,839 6,676
    THE HERSHEY CO - 125 SHS 7,513 12,154
    HESS CORP - 325 SHS 26,661 26,975
    HEWLETT PACKARD CO - 1300 SHS 35,171 36,374
    HOME DEPOT CO - 150 SHS 11,773 12,351
    ILLINOIS TOOL WORKS INC - 200 SHS 13,044 16,816
    ILLUMINA INC - 85 SHS 3,148 9,400
    ING US INC - 110 SHS 3,889 3,867
    INTERCONTINENTAL EXC GROUP INC - 135 SHS 17,294 30,364
    INTUITIVE SURGICAL INC - 30 SHS 12,310 11,522
    KROGER CO - 600 SHS 13,764 23,718
    LKQ CORP - 300 SHS 9,575 9,870
    LEAR CORP - 55 SHS 1,928 4,453
    LIBERTY MEDIA CORP DELAWARE - 70 SHS 8,856 10,240
    LINCOLN NATL CORP - 350 SHS 14,733 18,067
    LINKEDIN CORP - 35 SHS 4,859 7,589
    MACYS INC - 175 SHS 6,188 9,345
    MARATHON PETE CORP - 300 SHS 23,926 27,519
    MCKESSON CORP - 45 SHS 3,707 7,263
    MEAD JOHNSON NUTRITION CO - 140 SHS 11,483 11,726
    MEDTRONIC INC - 325 SHS 15,403 18,652
    METTLER TOLEDO INTL INC - 20 SHS 4,204 4,852
    MICRON TECHNOLOGY INC - 200 SHS 1,064 4,350
    MONSANTO CO - 105 SHS 6,882 12,238
    MONSTER BEVERAGE CORP - 115 SHS 6,307 7,794
    NIKE INC CL B - 175 SHS 13,821 13,762
    NOBLE ENERGY INC - 130 SHS 4,574 8,854
    O'REILLY AUTOMOTIVE INC NEW - 55 SHS 4,632 7,079
    OCCIDENTAL PETE CORP - 200 SHS 17,822 19,020
    OCEANEERING INTL INC - 100 SHS 5,353 7,888
    PARKER HANNIFIN CORP - 125 SHS 13,743 16,080
    PFIZER INC - 1300 SHS 24,415 39,819
    PHILIP MORRIS INTL INC - 207 SHS 18,329 18,036
    POLARIS ENDS INC - 90 SHS 11,345 13,108
    PRECISION CASTPARTS CORP - 50 SHS 7,605 13,465
    PRICELINE COMM INC - 22 SHS 14,471 25,573
    PULTE GROUP - 950 SHS 14,750 19,352
    QUALCOMM INC - 85 SHS 4,412 6,311
    QUINTILES TRANSNATIONAL HLDGS - 250 SHS 10,979 11,585
    REGAL ENTERTAINMENT GROUP - 250 SHS 4,698 4,863
    SCHLUMBERGER LTD CANADA - 300 SHS 19,660 27,033
    STARBUCKS CORP - 160 SHS 4,010 12,542
    TJX CO INC - 350 SHS 16,017 22,306
    TRW AUTOMOTIVE HLDGS CORP - 100 SHS 4,024 7,439
    TWENTY-FIRST CENTURY FOX INC - 225 SHS 7,526 7,913
    UNITED HEALTH GROUP INC - 250 SHS 13,265 18,825
    V F CORP - 110 SHS 3,763 6,857
    VALERO ENERGY CORP - 450 SHS 16,466 22,680
    VERISK ANALYTICS INC - 85 SHS 5,280 5,586
    VERTEX PHARMACEUTICALS INC - 95 SHS 4,278 7,059
    VIACOM INC CL B - 135 SHS 5,244 11,791
    VISA INC - 135 SHS 17,919 30,062
    VODAFONE GROUP PLC ADR UK - 400 SHS 11,709 15,724
    WELLPOINT INC - 40 SHS 2,117 3,696
    WELLS FARGO & CO - 525 SHS 15,036 23,835
    XEROX CORP - 1300 SHS 13,487 15,821
    AON PLC ADR UK - 200 SHS 14,166 16,778
    EVEREST RE GRP LTD ADR BERMUDA - 25 SHS 3,067 3,897
    LIBERTY GLOBAL PLC ADR UK - 58 SHS 6,388 5,162
    LIBERTY GLOBAL PLC ADR UK - 140 SHS 11,667 11,805
    MICHAEL KORS HOLDINGS ADR BRITISH VIRGIN ISLANDS - 80 SHS 5,028 6,495
    PARTNER RE HDLGS LTD ADR BERMUDA - 190 SHS 16,105 20,032
    LYONDELLBASELL INDUSTRIES ADR LUXEMBORG - 275 SHS 10,227 22,077
    COPA HOLDINGS S.A.F ADR PANAMA - 85 SHS 11,612 13,609

    TY 2013 OtherAssetsSchedule
    Name:
    WILLIAM O LUND JR AND NATALIE C LUND
    CHARITABLE FOUNDATION
    EIN: 20-2539936
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LEGAL FEES 7,821 7,821 7,821
    LESS: ACCUMULATED AMORTIZATION -2,779 -3,300 -3,300


    TY 2013 OtherExpensesSchedule
    Name:
    WILLIAM O LUND JR AND NATALIE C LUND
    CHARITABLE FOUNDATION
    EIN: 20-2539936
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MINNESOTA ATTORNEY GENERAL FEE 25 0   25
    ADR FEES 17 17   0
    COURIER FEES 16 8   8
    UNION BANK & TRUST - BANK SERVICE FEES 1,020 1,020   0
    FEE AMORTIZATION 521 0   0


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    WILLIAM O LUND JR AND NATALIE C LUND
    CHARITABLE FOUNDATION
    EIN: 20-2539936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNT MANAGEMENT FEES 31,123 31,123   0
    INVESTMENT MANAGEMENT FEES 57,189 57,189   0


    TY 2013 TaxesSchedule
    Name:
    WILLIAM O LUND JR AND NATALIE C LUND
    CHARITABLE FOUNDATION
    EIN: 20-2539936
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX PAID 1,600 0   0
    FEDERAL ESTIMATED EXCISE TAX PAID 2,100 0   0
    FOREIGN TAXES PAID 238 238   0