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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
THE SHARON D LUND FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)725 TOWN AND COUNTRY ROAD NO 520
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORANGE, CA92868
A Employer identification number

23-7306460
B Telephone number (see instructions)

(714) 569-5000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$119,532,653J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 25,198 25,198  
4 Dividends and interest from securities... 1,664,718 1,664,718  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 8,919,095
b Gross sales price for all assets on line 6a 53,424,509
7 Capital gain net income (from Part IV, line 2)... 8,919,095
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)....... Click to see attachment -174,536 -315,571  
12 Total. Add lines 1 through 11........ 10,434,475 10,293,440  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 134,500 0   134,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 10,779 0   10,779
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 31,586 0   31,586
c Other professional fees (attach schedule).... Click to see attachment 313,101 312,490   611
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,131 3,131   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 8,306 0  
20 Occupancy.............. 44,193 0   44,193
21 Travel, conferences, and meetings....... 30,230 0   34,064
22 Printing and publications.......... 240 0   240
23 Other expenses (attach schedule)....... Click to see attachment 36,697 0   36,697
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 612,763 315,621   292,670
25 Contributions, gifts, grants paid....... 6,907,890 6,907,890
26 Total expenses and disbursements. Add lines 24 and 25 7,520,653 315,621   7,200,560
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,913,822
b Net investment income (if negative, enter -0-) 9,977,819
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 1,280,005 3,680,396 3,680,396
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.......... 83,420 80,065 80,065
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 68,980,078 Click to see attachment51,607,334 51,607,334
c Investments—corporate bonds (attach schedule)....... 19,664,330 Click to see attachment17,431,644 17,431,644
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 41,706,508 Click to see attachment46,721,746 46,721,746
14 Land, buildings, and equipment: basis bullet41,532
Less: accumulated depreciation (attach schedule) bullet33,816 16,022 Click to see attachment7,716 7,716
15 Other assets (describe bullet) Click to see attachment3,752 Click to see attachment3,752 Click to see attachment3,752
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 131,734,115 119,532,653 119,532,653
Liabilities 17 Accounts payable and accrued expenses..........   10,396
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) Click to see attachment686,394 Click to see attachment487,906
23 Total liabilities (add lines 17 through 22)......... 686,394 498,302
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 131,047,721 119,034,351
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 131,047,721 119,034,351
31 Total liabilities and net assets/fund balances (see instructions). 131,734,115 119,532,653
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
131,047,721
2
Enter amount from Part I, line 27a .....................
2
2,913,822
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
133,961,543
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14,927,192
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
119,034,351
Form 990-PF (2018)
Form 990-PF (2018)
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 PARTNERSHIP HOLDINGS P    
b PARTNERSHIP PASS-THRU GAINS P    
c PUBLICLY TRADED SECURITIES P    
d
e
(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 11,435,846   5,628,042 5,807,804
b 1,374,399     1,374,399
c 40,614,264   38,877,372 1,736,892
d
e
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       5,807,804
b       1,374,399
c       1,736,892
d
e
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 8,919,095
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 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))
2017 6,628,998 126,399,946 0.052445
2016 6,658,871 119,352,656 0.055792
2015 6,625,459 125,271,284 0.052889
2014 6,345,592 126,429,283 0.050191
2013 5,585,199 116,732,456 0.047846
2
Total of line 1, column (d) .....................
2
0.259163
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.051833
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
128,600,015
5
Multiply line 4 by line 3......................
5
6,665,725
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
99,778
7
Add lines 5 and 6........................
7
6,765,503
8
Enter qualifying distributions from Part XII, line 4,.............
8
7,200,560
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 99,778
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 99,778
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 99,778
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 183,482
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 233,482
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 133,704
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet133,704 RefundedBullet 11 0
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 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletCA
    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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 instructionsClick to see attachment.................
    12
    Yes
     
    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 ofbulletROBERT L WILSON Telephone no.bullet (714) 569-5000

    Located atbullet725 TOWN AND COUNTRY ROAD NO 520ORANGECA ZIP+4bullet92868
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    MICHELLE LUND PRESIDENT
    3.00     		0 0 0
    725 TOWN AND COUNTRY ROAD
    ORANGE,CA92868
    BRADFORD LUND VICE PRESIDENT
    3.00     		0 0 0
    725 TOWN AND COUNTRY ROAD
    ORANGE,CA92868
    KAREN PRESLEY VICE PRESIDENT
    20.00     		67,250 0 0
    725 TOWN AND COUNTRY ROAD
    ORANGE,CA92868
    MARIE SACKETT VICE PRESIDENT
    20.00     		67,250 0 0
    725 TOWN AND COUNTRY ROAD
    ORANGE,CA92868
    ROBERT WILSON SECRETARY/TREASURER
    3.00     		0 0 0
    725 TOWN AND COUNTRY ROAD
    ORANGE,CA92868
    ERIC GOWEY ASST. SECRETARY/TREASURER
    3.00     		0 0 0
    725 TOWN AND COUNTRY ROAD
    ORANGE,CA92868
    GLORIA WILSON DIRECTOR
    3.00     		0 0 0
    725 TOWN AND COUNTRY ROAD
    ORANGE,CA92868
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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
    CTC CONSULTING INVESTMENT MANAGEMENT 125,538
    4380 SW MACADAM AVENUE
    PORTLAND,OR97259
    RIVER ROAD ASSET MANAGEMENT INVESTMENT MANAGEMENT 98,522
    462 SOUTH 4TH STREET
    LOUISVILLE,KY40202
    NORTHERN TRUST BANK CUSTODIAL SERVICES 54,529
    50 SOUTH LASALLE STREET B-10
    CHICAGO,IL60603
    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  
    2  
    3  
    4  
    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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    128,220,288
    b
    Average of monthly cash balances.......................
    1b
    2,246,570
    c
    Fair market value of all other assets (see instructions)................
    1c
    91,533
    d
    Total (add lines 1a, b, and c).........................
    1d
    130,558,391
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    130,558,391
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,958,376
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    128,600,015
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,430,001
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,430,001
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    99,778
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    99,778
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,330,223
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,330,223
    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
    6,330,223
    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
    7,200,560
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    7,200,560
    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
    99,778
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    7,100,782
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 6,330,223
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015......  
    d From 2016...... 766,626
    e From 2017...... 470,371
    fTotal of lines 3a through e........ 1,236,997
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 7,200,560
    a Applied to 2017, but not more than line 2a 0
    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 2018 distributable amount..... 6,330,223
    e Remaining amount distributed out of corpus 870,337
    5 Excess distributions carryover applied to 2018. 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 2,107,334
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		2,107,334
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016.... 766,626
    d Excess from 2017.... 470,371
    e Excess from 2018.... 870,337
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 11
    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
    A PLACE CALLED HOME
    2830 S CENTRAL AVENUE
    LOS ANGELES,CA90011     		  PC GENERAL OPERATIONS 50,000
    ART DIVISION
    PO BOX 57630
    LOS ANGELES,CA90057     		  PC GENERAL OPERATIONS 30,000
    BEST BUDDIES
    3731 STOCKER STSUITE 212
    LOS ANGELES,CA90008     		  PC GENERAL OPERATIONS 35,000
    BOYS AND GIRLS CLUB OF CENTRAL ORANGE COUNTY
    17701 COWAN ST SUITE 110
    IRVINE,CA92614     		  PC GENERAL OPERATIONS 304,056
    CALIFORNIA COMMUNITY FOUNDATION
    221 S FIGUEROA ST SUITE 400
    LOS ANGELES,CA90012     		  PC GENERAL OPERATIONS 450,000
    CALIFORNIA INSTITUTE OF THE ARTS
    24700 MCBEAN PKWY
    VALENCIA,CA91355     		  PC GENERAL OPERATIONS 225,000
    CANINE COMPANIONS FOR INDEPENDENCE
    124 RANCHO DE ORO DR
    OCEANSIDE,CA92057     		  PC GENERAL OPERATIONS 50,000
    CHILDHELP USA
    2120 N CENTRAL AVE SUITE 130
    PHOENIX,AZ85004     		  PC GENERAL OPERATIONS 150,000
    CHOC CHILDREN'S FOUNDATION
    1201 WEST LAVETA AVENUE
    ORANGE,CA92868     		  PC GENERAL OPERATIONS ;LISTTOTAL 600000 1,100,000
    CURTIS SCHOOL
    15871 MULLHOLAND DRIVE
    LOS ANGELES,CA90049     		  PC GENERAL OPERATIONS 35,000
    DR SUSAN LOVE RESEARCH FOUNDATION
    16133 VENTURA BLVD SUITE 1000
    ENCINO,CA90403     		  PC GENERAL OPERATIONS 150,000
    EARTHFIRE
    PO BOX 368
    DRIGGS,ID83422     		  PC GENERAL OPERATIONS 50,000
    FOSTERALL
    1544 W GLENOAKS BLVD
    GLENDALE,CA91201     		  PC GENERAL OPERATIONS 50,000
    FREE WHEELCHAIR MISSION
    15279 ALTON PKWAY 300
    IRVINE,CA92618     		  PC GENERAL OPERATIONS 100,000
    FRIENDLY CENTER
    PO BOX 706
    ORANGE,CA92856     		  PC GENERAL OPERATIONS 30,000
    FROSTIG CENTER
    971 N ALTADENA DRIVE
    PASADENA,CA91107     		  PC GENERAL OPERATIONS 484,000
    GIVE KIDS THE WORLD
    210 S BASS RD
    KISSIMMEE,FL34746     		  PC GENERAL OPERATIONS 175,000
    GUIDE DOGS FOR THE BLIND
    PO BOX 151200
    SAN RAFAEL,CA94915     		  PC GENERAL OPERATIONS 25,000
    GUIDE DOGS OF AMERICA
    13445 GLENOAKS BLVD
    SYLMAR,CA91342     		  PC GENERAL OPERATIONS 55,000
    GUIDE DOGS OF THE DESERT
    60735 DILLON ROAD
    WHITEWATER,CA92282     		  PC GENERAL OPERATIONS 50,000
    INDEPENDENCE CENTER
    3640 S SEPULVEDA BLVD 102
    LOS ANGELES,CA90034     		  PC GENERAL OPERATIONS 25,000
    JOHN TRACY CLINIC
    806 W ADAMS BLVD
    LOS ANGELES,CA90007     		  PC GENERAL OPERATIONS 80,000
    MAKE A WISH LA
    11390 W OLYMPIC BLVD 300
    LOS ANGELES,CA90064     		  PC GENERAL OPERATIONS 25,000
    MAKE A WISH OC
    3230 EL CAMINO REAL 100
    IRVINE,CA92602     		  PC GENERAL OPERATIONS 25,000
    OLIVE CREST
    2130 EAST 4TH STREET 200
    SANTA ANA,CA92705     		  PC GENERAL OPERATIONS 100,000
    OPERATION SMILE - MISSION
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453     		  PC GENERAL OPERATIONS 500,000
    ORANGE COUNTY COMMUNITY FOUNDATION
    4041 MACARTHUR BLD 510
    NEWPORT BEACH,CA92660     		  PC GENERAL OPERATIONS 418,000
    PHOENIX CHILDREN'S HOSPITAL
    2929 E CAMELBACK RANCH 122
    PHOENIX,AZ85016     		  PC GENERAL OPERATIONS 250,000
    RIVERVIEW SCHOOL
    551 ROUTE 6A SANDWICH
    CAPE COD,MA02537     		  PC GENERAL OPERATIONS 369,000
    RONALD MCDONALD HOUSE OF SC
    383 S BATAVIA STREET
    ORANGE,CA92868     		  PC GENERAL OPERATIONS 225,000
    RYMAN ARTS
    1933 S BROADWAY 11TH FLOOR
    LOS ANGELES,CA90007     		  PC GENERAL OPERATIONS 215,000
    SAVE THE FAMILY
    125 E UNIVERSITY
    MESA,AZ85201     		  PC GENERAL OPERATIONS 100,000
    SCHOOL ON WHEELS
    PO BOX 23371
    VENTURA,CA93002     		  PC GENERAL OPERATIONS 30,000
    SEGERSTROM CENTER FOR THE ARTS
    600 TOWN CENTER DRIVE
    COSTA MESA,CA92626     		  PC GENERAL OPERATIONS 260,000
    SHARE OUR SELVES (SOS)
    1550 SUPERIOR AVENUE
    COSTA MESA,CA92627     		  PC GENERAL OPERATIONS 25,000
    THE SHEEPFOLD
    3170 E LA PALMA AVE
    ANAHEIM,CA92863     		  PC GENERAL OPERATIONS 53,834
    THE WOODEN FLOOR
    1810 NORTH MAIN STREET
    SANTA ANA,CA92706     		  PC GENERAL OPERATIONS 50,000
    THE YOUNG AMERICANS
    1132 OLYMPIC DR
    CORONA,CA92881     		  PC GENERAL OPERATIONS 110,000
    UNITED FRIENDS OF CHILDREN
    1055 WILSHIRE BLVD 1955
    LOS ANGELES,CA90017     		  PC GENERAL OPERATIONS 30,000
    VOA - MAUD BOOTH CENTER
    3600 WILSHIRE BLVD 1500
    LOS ANGELES,CA90010     		  PC GENERAL OPERATIONS 300,000
    WALT DISNEY MUSEUM MARCELINE M
    207 MAIN STREET
    MARCELINE,MO64658     		  PC GENERAL OPERATIONS 50,000
    WESTMARK SCHOOL
    5461 LOUISE AVE
    ENCINO,CA91316     		  PC GENERAL OPERATIONS 69,000
    Total .................................bullet 3a 6,907,890
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 25,198  
    4 Dividends and interest from securities....     14 1,664,718  
    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 8,919,095  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPASSTHROUGH K-1 INCOME     		523000 45,902 01 -315,571  
    bEXCISE TAX BENEFIT     01 95,133  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 45,902 10,388,573 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    10,434,475
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 AccountingFeesSchedule
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 31,586 0   31,586

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2018 DepreciationSchedule
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FURNITURE 2014-10-17 4,100 2,665 SL 5.000000000000 820 0    
    FURNITURE 2014-11-13 27,206 17,230 SL 5.000000000000 5,441 0    
    FURNITURE 2014-12-14 1,145 706 SL 5.000000000000 229 0    
    BOOKSHELF 2014-12-31 1,163 698 SL 5.000000000000 232 0    
    CHAIRS 2014-12-31 3,184 1,910 SL 5.000000000000 637 0    
    CONFERENCE ROOM TV 2015-01-30 2,650 1,502 SL 5.000000000000 530 0    
    COMPUTER 2016-02-03 2,084 799 SL 5.000000000000 417 0    

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Name of Bond End of Year Book Value End of Year Fair Market Value
    PUBLICLY TRADED BONDS 17,431,644 17,431,644

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLICLY TRADED STOCKS 51,607,334 51,607,334

    TY 2018 InvestmentsOtherSchedule2
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PARTNERSHIPS AND ALTERNATIVE INVESTMENTS AT COST 46,721,746 46,721,746

    TY 2018 LandEtcSchedule2
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    FURNITURE 4,100 3,485 615  
    FURNITURE 27,206 22,671 4,535  
    FURNITURE 1,145 935 210  
    BOOKSHELF 1,163 930 233  
    CHAIRS 3,184 2,547 637  
    CONFERENCE ROOM TV 2,650 2,032 618  
    COMPUTER 2,084 1,216 868  


    TY 2018 OtherAssetsSchedule
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DEPOSIT 3,752 3,752 3,752


    TY 2018 OtherDecreasesSchedule
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Description Amount
    UNREALIZED LOSSES ON SECURITIES 14,927,192


    TY 2018 OtherExpensesSchedule
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 308 0   308
    FILING FEES 170 0   170
    INSURANCE 10,782 0   10,782
    MISCELLANEOUS EXPENSES 1,121 0   1,121
    OFFICE EXPENSE 11,438 0   11,438
    POSTAGE 194 0   194
    TELEPHONE 9,962 0   9,962
    TICKETS 2,722 0   2,722


    TY 2018 OtherIncomeSchedule2
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASSTHROUGH K-1 INCOME -269,669 -315,571 -269,669
    EXCISE TAX BENEFIT 95,133   95,133


    TY 2018 OtherLiabilitiesSchedule
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAXES 686,394 487,906


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT 312,490 312,490   0
    ADMINISTRATIVE SERVICES 611 0   611


    TY 2018 TaxesSchedule
    Name:
    THE SHARON D LUND FOUNDATION
    EIN:
    23-7306460
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,131 3,131   0