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Nonprofit · EIN 46-0836946

LUNDA CHARITABLE FUND INC

Tax-exempt · BLK RIVER FLS, WI 54615

Financials

$3.8M$1.9M2023$4.3M$1.7M2024
Revenue Expenses · by fiscal year end
Financials of LUNDA CHARITABLE FUND INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$4,281,197$1,653,481$2,627,716$71,990,024$0$71,990,024
December 31, 2023990-PF$3,765,152$1,914,958$1,850,194$68,054,670$0$68,054,670
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$1,973,869
Net gain from sales of assets
$1,366,297
Other income
$941,031

Expenses

Grants and similar amounts paid
$1,226,476
Compensation of officers, directors and key employees
$124,674
Disbursements for charitable purposes
$1,354,567
Excise tax on investment income
$57,150

Balance sheet and other

Total assets, start of year
$68,054,670
Total assets, end of year
$71,990,024
Total liabilities, end of year
$0
Net assets, end of year
$71,990,024
Fair market value of assets
$83,354,223
Qualifying distributions
$1,354,567
Net investment income
$4,167,247

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
CARL HOLMQUIST
N7142 WATERS EDGE RD, BLACK RIVER FALLS, WI 54615
SECRETARY/TREASURER15$118,674
WILLIAM WAUGHTAL JR
W4376 CERESA DRIVE, WEST SALEM, WI 54669
TRUSTEE0.2$3,000
WILLIAM WAUGHTAL SR
1224 HARRISON ST, BLACK RIVER FALLS, WI 54615
TRUSTEE0.2$3,000
LARRY LUNDA
1206 HARRISON STREET, BLACK RIVER FALLS, WI 54615
PRESIDENT5$0
MARLEE SLIFKA
514 EVERGREEN DRIVE, BLACK RIVER FALLS, WI 54615
VICE PRESIDENT2$0
RICHARD SLIFKA
514 EVERGREEN DRIVE, BLACK RIVER FALLS, WI 54615
TRUSTEE1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
CARL HOLMQUIST
N7142 WATERS EDGE RD, BLACK RIVER FALLS, WI 54615
SECRETARY/TREASURER15$163,168
WILLIAM WAUGHTAL JR
W4376 CERESA DRIVE, WEST SALEM, WI 54669
TRUSTEE0.2$3,000
WILLIAM WAUGHTAL SR
1224 HARRISON ST, BLACK RIVER FALLS, WI 54615
TRUSTEE0.2$3,000
LARRY LUNDA
1206 HARRISON STREET, BLACK RIVER FALLS, WI 54615
PRESIDENT5$0
MARLEE SLIFKA
514 EVERGREEN DRIVE, BLACK RIVER FALLS, WI 54615
VICE PRESIDENT2$0
RICHARD SLIFKA
514 EVERGREEN DRIVE, BLACK RIVER FALLS, WI 54615
TRUSTEE1$0

Address and contacts

Address (IRS master file)
N7142 WATERS EDGE RD, BLK RIVER FLS, WI 54615-5829
Signed the 990-PF
CARL HOMQUIST, SECRETARY/TREASURER
Phone
(715) 284-9647
Return prepared by
WIPFLI ADVISORY LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
46-0836946
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2012
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$71,990,024
Income (IRS master file)
$5,624,017

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$4,281,197$1,653,481$71,990,024IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$3,765,152$1,914,958$68,054,670XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-0836946).

Questions about LUNDA CHARITABLE FUND INC

What is the EIN of LUNDA CHARITABLE FUND INC?
The employer identification number (EIN) of LUNDA CHARITABLE FUND INC is 46-0836946.
Is LUNDA CHARITABLE FUND INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
Are donations to LUNDA CHARITABLE FUND INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUNDA CHARITABLE FUND INC file?
Form 990-PF. Private foundations file every year.
When is the next return of LUNDA CHARITABLE FUND INC due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LUNDA CHARITABLE FUND INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of LUNDA CHARITABLE FUND INC?
The 990-PF for the year ended December 31, 2024 lists 6 people; 3 received compensation from the organization, the highest $118,674 (CARL HOLMQUIST, SECRETARY/TREASURER).
How much revenue does LUNDA CHARITABLE FUND INC have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $4,281,197, expenses of $1,653,481 and total assets of $71,990,024 at year end.

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