Bundy Family Foundation
The Bundy Family Foundation is a private foundation based in Portola Valley, California. Its 2025 filing reports grants to organizations working in areas including education, healthcare, conservation, disability services, humanitarian aid, and family support.
Bundy Family Foundation at a glance
In short: Bundy Family Foundation gave $337K across 29 grants in 2025 (avg $12K), top state Idaho. 7% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $337,000
- -5.1% vs 2024
- Grants made (2025)
- 29
- -3.3% vs 2024
- Average grant
- $11,621
- -1.8% vs 2024
- Median grant
- $5,000
- Total assets
- $5,187,153
- +0.3% vs 2024
- New grantees (estimate)
- 7% first-time grantees (2 of 29, 2025)
- Primary geography
- Idaho (27% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Bundy Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028
Phone: (415) 986-6264
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Bundy Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Pomfret School ($40K). Together the top 10 received $239K.
Grant Size Distribution
136 grants across all recorded years
The most common grant size was under $50K: 135 grants of 136 (99%).
Geographic Focus
Where this funder awards grants
In 2025, the largest shares of grant dollars went to recipients in Idaho (27%), California (20%), New Jersey (12%), Connecticut (12%), and New York (11%).
Grant Distribution by State
Share of 2025 grant dollars across all 29 itemized grants.
States
Cities
Is Bundy Family Foundation open to new grantees?
7%
first-time grantees, 2025
In 2025, 2 of 29 grantees (7%) were first-time recipients. First grants averaged $5K; repeat grants $12K. How we count
Medians: $5K first-time, $5K repeat.
- 93% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+16%). Method
- In 2025 it paid out 103% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $282K (2020) to $355K (2024). In 2025 it made 29 grants totaling $337K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pomfret School Pomfret, CT | Education | $40,000 |
| Hamilton College Clinton, NY | Education | $30,000 |
| St Luke's Wood River Foundation Inc Ketchum, ID | Improve healthcare experiences | $30,000 |
| University of Richmond Richmond, VA | Education | $30,000 |
| Sheldrick Wildlife Trust USA Laguna Hills, CA | Conservation | $25,000 |
| Swiftsure Ranch Therapeutic Equestrian Center Bellevue, ID | Therapy for persons with disabilities | $20,000 |
| World Central Kitchen Washington, SC | Humanitarian Aid | $20,000 |
| LSB Leakey Foundation San Francisco, CA | Education, Research, Anthropology, Sociology | $19,000 |
| Community Library Association Ketchum, ID | Book Lending, Reading, Research | $15,000 |
| Compass Family Services San Francisco, CA | Health, Education | $10,000 |
Ready to take the next step with Bundy Family Foundation?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $5,187,153 | $441,156 | $427,412 | $337,000 | 29 | $337,000 | $174,268 | $327,618 |
| 2024 | $5,173,409 | $726,730 | $431,374 | $355,000 | 30 | $355,000 | $496,406 | $300,688 |
| 2023 | $4,878,053 | $359,170 | $437,589 | $330,000 | 27 | $330,000 | $123,290 | $281,678 |
| 2022 | $4,956,472 | $163,395 | $344,967 | $290,000 | 29 | $290,000 | $38,131 | $294,931 |
| 2021 | $5,138,044 | $1,059,984 | $376,623 | $287,000 | 21 | $287,000 | $872,112 | $309,382 |
| 2020 | $4,454,683 | $676,068 | $369,359 | $282,000 | 21 | — | $509,381 | $258,390 |
| 2019 | $4,147,974 | $278,779 | $345,275 | $311,166 | 26 | — | $178,564 | $249,754 |
Under IRS private-foundation payout rules, Bundy Family Foundation reported a distributable amount of $328K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2025 grants include support for schools and colleges, healthcare and social-service organizations, conservation groups, and organizations providing disability-related therapy and humanitarian aid.
The grantees describe their own work in varied ways. Pomfret School says it empowers students to pursue lives of purpose and meaning; St Luke’s Wood River Foundation says it seeks to improve community health and well-being; and Compass Family Services says it helps homeless families and families at imminent risk achieve housing stability, economic self-sufficiency, and well-being. Other 2025 recipients include organizations whose stated missions address domestic violence and sexual assault survivors, conservation of open lands, access to community services in impoverished areas, and independent film.
Grantmaking
In filing year 2025, the foundation reported 29 grants totaling $337,000. Grant amounts ranged from $3,000 to $40,000, with a median of $5,000.
Among the largest reported grants were $40,000 to Pomfret School for education; $30,000 each to Hamilton College and the University of Richmond for education, and to St Luke’s Wood River Foundation to improve healthcare experiences; and $25,000 to Sheldrick Wildlife Trust USA for conservation. Other grants included $20,000 to Swiftsure Ranch Therapeutic Equestrian Center for therapy for persons with disabilities and $20,000 to World Central Kitchen for humanitarian aid.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Timothy D Orr as Director/President; Katherine B Orr Traina as Director/Secretary; Christina E Carroll as Director/Assistant Secretary/Assistant CFO; and Kristin E Orr as Director/CFO.
Bundy Family Foundation is led by Timothy D Orr, Director & President since 2023 (on filings since 2019); none of the 4 officers listed in 2025 report compensation.
Officers on the 2025 filing
Timothy D Orr
Director & President
President → Director & President, 2023
On filings since 2019
0.5 hrs/week
No compensation reported
Christina E Carroll
Director, Assistant Secretary & Assistant CFO
Assistant Secretary & Assistant CFO → Director, Assistant Secretary & Assistant CFO, 2023
On filings since 2019
0.1 hrs/week
No compensation reported
Katherine B Orr Traina
Director & Secretary
Secretary & CFO → Director & Secretary, 2023
On filings since 2019
0.1 hrs/week
No compensation reported
Kristin E Orr
Director & CFO
Director → Director & CFO, 2023
On filings since 2019
0.1 hrs/week
No compensation reported
Former officers (1)
- Former: George Vera (2019) — 2nd Assistant CFO
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Bundy Family Foundation
How much does Bundy Family Foundation give each year?
Bundy Family Foundation gave $337K across 29 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $355K across 30 grants.
What is Bundy Family Foundation's typical grant size?
Bundy Family Foundation's median grant in 2025 was $5,000, and its average grant was $11,621, across 29 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Bundy Family Foundation that year got $5K on average.
Where does Bundy Family Foundation give grants?
Bundy Family Foundation's top state is Idaho, with 27% of the grant dollars itemized on its 2025 IRS Form 990-PF. The next largest states were California (20%) and New Jersey (12%). The most frequent recipient cities were Ketchum, ID (4 grants), San Francisco, CA (3 grants), Bellevue, ID (2 grants) and Rumson, NJ (2 grants).
Does Bundy Family Foundation give general operating support?
Not in 2025: none of the 29 grants with a stated purpose on Bundy Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Education" (7 grants).
Who are Bundy Family Foundation's largest grantees?
Bundy Family Foundation's largest 2025 grantees include Pomfret School ($40,000), Hamilton College ($30,000) and St Luke's Wood River Foundation Inc ($30,000), according to its 2025 IRS Form 990-PF. Together they received 30% of its itemized 2025 grant dollars.
How large is Bundy Family Foundation?
Bundy Family Foundation reported $5.2M in total assets on its 2025 IRS Form 990-PF. It paid out $337K in qualifying distributions that year, against a required minimum of $328K (roughly 5% of its investment assets).
What does Bundy Family Foundation fund?
No mission statement for the foundation is provided. Its 2025 grants include support for schools and colleges, healthcare and social-service organizations, conservation groups, and organizations providing disability-related therapy and humanitarian aid. See mission & focus areas ↑
How do I apply for a grant from Bundy Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Bundy Family Foundation's EIN?
Bundy Family Foundation's EIN (Employer Identification Number) is 94-3215971. IRS Form 990 filing data is available on this page for 2019–2025.
Does Bundy Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 30, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 24, 2026)
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in Bundy Family Foundation's focus areas in our free grants database
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Cite this profile
Grantable. (2026). Bundy Family Foundation funder profile. GrantGraph. Retrieved October 14, 2026, from https://grantable.co/funders/bundy-family-foundation-morg_085c445e968d46f19f85d28fca1ee4db
BibTeX
@misc{grantable_943215971_2026,
author = {{Grantable}},
title = {{Bundy Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/bundy-family-foundation-morg_085c445e968d46f19f85d28fca1ee4db},
note = {Accessed 2026-10-14. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Bundy Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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