The Bundy Family Foundation is a private 501(c)(3) grantmaking foundation established in 1994 and based in Portola Valley, California. The foundation operates as a family foundation with no paid employees, focusing on philanthropic giving across multiple sectors including education, human services, and community support.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$5.2M
+6.1% YoY
Annual Giving
$355K
+7.6% YoY
Grant Count
30
+11.1% YoY
Avg Grant Size
$12K
-3.2% YoY
Under IRS private-foundation payout rules, Bundy Family Foundation reported a distributable amount of $301K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation's primary funding areas include:
- Education
- Coronavirus response
- Winter sports youth programs
- Therapy for persons with disabilities
- Public charity support
- Food and supply provision
- Science and STEM education
Grantmaking
The foundation does not accept unsolicited applications and operates on an invite-only basis.
Grant Range
$2,000–$40,000
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Geographic Focus
Where this funder awards grants
The foundation's grantmaking focuses primarily on:
- California
- Idaho
- New Jersey
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of 2024:
- Total Assets: $5,173,409
- Total Revenue: $727,000
- Total Expenses: $431,000
- Total Liabilities: $0
As of 2023:
- Total Assets: $4,878,053
- Total Revenue: $359,170
- Total Expenses: $437,589
- Giving Rate: 6.8% of assets
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $5,173,409 | $4,878,053 | $4,956,472 |
| Revenue | $726,730 | $359,170 | $163,395 |
| Expenses | $431,374 | $437,589 | $344,967 |
| Qualifying Distributions | $355,000 | $330,000 | $290,000 |
| Net Investment Income | $496,406 | $123,290 | $38,131 |
| Distributable Amount | $300,688 | $281,678 | $294,931 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
128 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Pomfret School ($40,000), St Luke's Wood River Foundation Inc ($30,000), University of Richmond ($30,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 180 Turning Lives Around Hazlet, NJ | Family Violence Shelters, services | $5,000 |
| Bundy Museum of History and Art Binghamton, NY | Education and Arts | $3,000 |
| Center for Reproductive Rights New York, NY | Advance reproductive freedom | $5,000 |
| Community Library Association Ketchum, ID | Book Lending, Reading, Research | $15,000 |
| Compass Family Services San Francisco, CA | Health, Education | $10,000 |
| Feeding America Chicago, IL | Coronavirus Response | $20,000 |
| Hamilton College Clinton, NY | Education | $19,000 |
| Horizons Foundation Rumson, NJ | Education, Student Enrichment | $10,000 |
| Human Needs Project Inc San Rafael, CA | Water and Sanitation Programs for Developing Countries | $5,000 |
| Hunger Coalition Bellevue, ID | Provide access to food and address food insecurity | $7,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Katherine B Orr Traina — Director and Secretary
- Kristin E Orr — Director and Chief Financial Officer
Both serve without compensation.
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Timothy D Orr | Director/President | — | — |
| Katherine B Orr Traina | Director/Secretary | — | — |
| Christina E Carroll | Director/Asst Sec/Asst CFO | — | — |
| Kristin E Orr | Director/CFO | — | — |
Contact Information
Address: 3130 Alpine Rd Ste 288 PMB 461 Portola Valley, CA 94028-7541
Telephone: 415-986-6264
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Bundy Family Foundation fund?
The foundation's primary funding areas include: • Education • Coronavirus response • Winter sports youth programs • Therapy for persons with disabilities • Public charity support • Food and supply provision • Science and STEM education
How do I apply for a grant from Bundy Family Foundation?
**Grant Activity:** • Made 21-27 grants in 2023 • Typical grant range: $2,000–$40,000 • Median grant size: $10,000 • Total annual giving: $330,000–$355,000 **Recent Grants (2023):** • St Luke's Wood River Foundation: $30,000 (Improve Healthcare Experiences) • University of Richmond: $30,000 (Education) • Nature Conservancy: $20,000 (North Idaho Grizzly Habitat Protection Project) **Application Policy:** The foundation does not accept unsolicited applications and operates on an invite-only basis.
Where does Bundy Family Foundation make grants?
The foundation's grantmaking focuses primarily on: • California • Idaho • New Jersey
What size grants does Bundy Family Foundation award?
In 2024, Bundy Family Foundation awarded 30 grants totaling $355K — an average of about $12K per grant, based on its IRS Form 990 filings.
How much is Bundy Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Bundy Family Foundation reported a distributable amount of $301K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 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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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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