Nonprofit · EIN 86-6316902
VICTORIA LUND FOUNDATION
Also known as LUND WILLIAM S ET AL TTEE
Tax-exempt · PARADISE VLY, AZ 85253
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $146,369 | $404,955 | -$258,586 | $6,989,601 | $30,000 | $6,959,601 |
| December 31, 2023 | 990-PF | $275,318 | $400,715 | -$125,397 | $7,248,187 | $30,000 | $7,218,187 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Interest
- $148,885
- Other income
- -$2,516
Expenses
- Grants and similar amounts paid
- $306,614
- Compensation of officers, directors and key employees
- $35,000
- Disbursements for charitable purposes
- $306,614
- Excise tax on investment income
- $1,189
Balance sheet and other
- Total assets, start of year
- $7,248,187
- Total assets, end of year
- $6,989,601
- Total liabilities, end of year
- $30,000
- Net assets, end of year
- $6,959,601
- Fair market value of assets
- $6,989,599
- Qualifying distributions
- $306,614
- Net investment income
- $148,885
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY L LUND 6632 N 66TH PLACE, PARADISE VALLEY, AZ 85253 | Trustee | 15 | $35,000 |
| BRADFORD D LUND 6632 N 66TH PLACE, PARADISE VALLEY, AZ 85253 | Trustee | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SHERRY L LUND 6632 N 66TH PLACE, PARADISE VALLEY, AZ 85253 | Trustee | 15 | $30,000 |
| BRADFORD D LUND 6632 N 66TH PLACE, PARADISE VALLEY, AZ 85253 | Trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6632 N 66TH PL, PARADISE VLY, AZ 85253-4332
- In care of
- % WILLIAM S LUND
- Signed the 990-PF
- SHERRY L LUND, Trustee
- Phone
- (480) 607-3443
- Return prepared by
- HARVEY TANG 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 86-6316902
- 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
- 2003
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $6,989,601
- Income (IRS master file)
- $146,369
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $146,369 | $404,955 | $6,989,601 | XML |
| 990-PF | December 2023 | $275,318 | $400,715 | $7,248,187 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 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 86-6316902).
Questions about VICTORIA LUND FOUNDATION
- What is the EIN of VICTORIA LUND FOUNDATION?
- The employer identification number (EIN) of VICTORIA LUND FOUNDATION is 86-6316902.
- Is VICTORIA LUND FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2003.
- Are donations to VICTORIA LUND FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does VICTORIA LUND FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of VICTORIA LUND FOUNDATION 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 VICTORIA LUND FOUNDATION 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 VICTORIA LUND FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $35,000 (SHERRY L LUND, Trustee).
- How much revenue does VICTORIA LUND FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $146,369, expenses of $404,955 and total assets of $6,989,601 at year end.
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