Lunda Charitable Fund Inc
- Assets
- $62.4m
- Revenue
- $5.5m
- Investments
- $62.1m
- Employees
- 0
- Location
- Black River Falls, WI
- Founding
- 10/2012
- Data as of
- 12/2021
- EIN
- 46-0836946
Organization Overview
Lunda Charitable Fund Inc is located in Black River Falls, WI. The organization was established in 2012. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Lunda Charitable Fund Inc is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Lunda Charitable Fund Inc generated $5.5m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 6 years, the organization has seen revenues fall by an average of (26.6%) each year. All expenses for the organization totaled $463.0k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (28.2%) per year over the past 6 years. You can explore the organizations financials more deeply in the financial statements section below.
Since 2017, Lunda Charitable Fund Inc has awarded 94 individual grants totaling $24,143,906. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Carl Holmquist Secretary Treasurer | 15 | $98,000 | |
William Waughtal Jr Trustee | 0.2 | $3,000 | |
Larry Lunda President | 5 | $0 | |
Marlee Slifka Vice President | 2 | $0 | |
Richard Slifka Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $0 |
| Dividends & Interest | $1,407,173 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $3,047,445 |
| Capital Gain Net Income | $3,047,445 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $1,023,178 |
| Total Revenue | $5,477,796 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $104,000 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $57,722 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $743 |
| Total operating and administrative expenses | $215,645 |
| Contributions, gifts, grants paid | $247,376 |
| Total expenses and disbursements | $463,021 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $276,741 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $62,123,694 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $62,400,435 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Lunda Charitable Fund Inc has awarded $247,376 in support to 16 organizations.
| Grant Recipient | Amount |
|---|---|
BOYS & GIRLS CLUB PURPOSE: GENERAL OPERATIONS | $51,399 |
BLACK RIVER FALLS FIRE DEPARTMENT PURPOSE: EXTRICATION TOOLS | $48,684 |
SCHOOL DISTRICT OF BLACK RIVER FALLS PURPOSE: SCHOLARSHIPS AND ATHLETIC SUPPORT | $33,500 |
HATFIELD FIRE & RESCUE PURPOSE: CAPITAL IMPROVEMENTS | $20,000 |
CITY OF BLACK RIVER FALLS PURPOSE: CITY OPERATIONS | $13,860 |
JACKSON COUNTY EMERGENCY MEDICAL ASSOCIATION PURPOSE: MATERIALS FOR OPERATION | $12,480 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Otto Bremer Trust St Paul, MN | $1,543,197,073 | $135,875,116 |
Fulk Family Foundation Inc Chicago, IL | $111,507,856 | $5,187,231 |
The Robert D And Patricia E Kern Family Foundation Inc Waukesha, WI | $717,991,169 | $43,480,423 |
Grainger Foundation Inc Lake Forest, IL | $184,158,239 | $17,016,007 |
Zell Family Foundation Chicago, IL | $0 | $76,843,080 |
The Richard M Schulze Family Foundation Minneapolis, MN | $250,424,427 | $45,882,285 |
Fred C And Katherine B Andersen Foundation Bayport, MN | $1,210,701,778 | $63,445,932 |
Abbvie Foundation North Chicago, IL | $72,211,109 | $4,010,058 |
Caterpillar Foundation Peoria, IL | $93,606,659 | $54,411,827 |
Circle Of Service Foundation Chicago, IL | $697,372,085 | $55,153,209 |
Allstate Foundation Northbrook, IL | $112,475,932 | $31,277,614 |
The Meijer Foundation Grand Rapids, MI | $118,103,895 | $43,970,388 |