Lundy Fetterman Family Foundation Trust UA 10-16-13
The Lundy Fetterman Family Foundation is a private foundation based in Clinton, North Carolina. Its 2024 filing reports $451,000 distributed for educational and charitable purposes.
Key facts about Lundy Fetterman Family Foundation Trust UA 10-16-13
In short: Lundy Fetterman Family Foundation Trust UA 10-16-13 gave $451K across 11 grants in 2024 (avg $41K), mostly in North Carolina. 9% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- EIN
- 46-7069542
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $451,000
- Grants made (2024)
- 11
- Average grant
- $41,000
- Median grant
- $20,000
- New grantees (estimate)
- 9% first-time grantees (1 of 11, 2024; small sample)
- Total assets
- $8,034,078
- Primary geography
- North Carolina (78% of itemized 2024 grant dollars)
- How to apply
- The filing says the foundation accepts written applications only. Full details ↓
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$8.0M
+0.7% YoY
Annual Giving
$451K
-9.8% YoY
Grant Count
11
+22.2% YoY
Avg Grant Size
$41K
-26.2% YoY
Under IRS private-foundation payout rules, Lundy Fetterman Family Foundation Trust UA 10-16-13 reported a distributable amount of $494K for 2024 — the minimum it must pay out in qualifying distributions.
Is Lundy Fetterman Family Foundation Trust UA 10-16-13 open to new grantees?
9%
first-time grantees, 2024
In 2024, 1 of 11 grantees (9%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. First grants averaged $5K; repeat grants $45K. How we count
Medians: $5K first-time, $28K repeat.
- 82% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+13%). Method
- In 2024 it paid out 92% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants included educational and charitable awards. Among the recipients, Campbell University describes its mission as graduating students with exemplary academic and professional skills prepared for purposeful lives and meaningful service. Mary Baldwin University says it empowers leaders to pursue lives of purpose in a changing world. Other grantees describe work in areas including political and civic education, guide dogs for people with vision loss, and promoting conservative public policies.
Grantmaking
In 2024, the foundation reported $451,000 in grants. The filing lists 11 grants, with amounts ranging from $5,000 to $130,000 and a median of $20,000; its direct-activity statement says the foundation distributed that same total to 59 organizations during the year.
Among the 2024 awards, NSCU College of Veterinary Medicine received $130,000 for educational purposes, Campbell University received $100,000 for educational purposes, and North Carolina Agricultural Foundation received $50,000 for charitable purposes. Other listed grants included $35,000 to Mary Baldwin University, $20,000 to Leadership Institute, $15,000 each to Guiding Eyes for the Blind and National Right to Work Legal Defense Foundation, and $10,000 each to Graves Memorial Presbyterian Church and The Heritage Foundation.
How to Apply
The filing says the foundation accepts written applications only. It reports no restrictions on awards and no restriction to preselected organizations.
Ready to take the next step with Lundy Fetterman Family Foundation Trust UA 10-16-13?
Geographic Focus
Where this funder awards grants
In 2024, 78% of grant dollars went to recipients in North Carolina, 16% to Virginia, 3% to New York, 2% to the District of Columbia, and 1% to Michigan.
Grant Distribution by State
Share of 2024 grant dollars across all 11 itemized grants.
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $400K (2021) to $500K (2023). In 2024 it made 11 grants totaling $451K.
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was NSCU College of Veterinary Medicine ($130K). Together the top 10 received $446K.
Grant Size Distribution
53 grants across all recorded years
The most common grant size was under $50K: 33 grants of 53 (62%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| NSCU College of Veterinary Medicine Raleigh, NC | Educational | $130,000 |
| Campbell University Buies Creek, NC | Educational | $100,000 |
| Other Grants Paid 5000 Each Various, NC | Charitable | $61,000 |
| North Carolina Agricultural Foundation Raleigh, NC | Charitable | $50,000 |
| Mary Baldwin University Staunton, VA | Educational | $35,000 |
| Leadership Institute Arlington, VA | Charitable | $20,000 |
| Guiding Eyes for the Blind Yorktown, NY | Charitable | $15,000 |
| National Right to Work Legal Defense Foundation Springfield, VA | Charitable | $15,000 |
| Graves Memorial Presbyterian Church Clinton, NC | Charitable | $10,000 |
| The Heritage Foundation Washington, DC | Charitable | $10,000 |
Financial History
Multi-year comparison from IRS filings
| Filing year | Grants reported | Grant count |
|---|---|---|
| 2024 | $451,000 | 11 |
| 2023 | $500,000 | 9 |
| 2022 | $500,000 | 10 |
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $8,034,078 | $7,975,094 | $8,304,947 |
| Revenue | $609,711 | $263,117 | $674,358 |
| Expenses | $550,727 | $592,913 | $608,278 |
| Qualifying Distributions | $455,017 | $503,764 | $503,899 |
| Net Investment Income | $514,001 | $175,968 | $414,660 |
| Distributable Amount | $494,195 | $455,408 | $467,379 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS November 10, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS November 15, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 14, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 13, 2025)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Mabel F Held and Bradford Kyle Held as trustees.
Lundy Fetterman Family Foundation Trust UA 10-16-13's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Bradford Kyle Held
Trustee
On filings since 2020
1 hr/week
No compensation reported
Mabel F. Held
Trustee
On filings since 2020
3 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Contact
Application contact: Mabel F Held
Mailing address: 208 Fox Lake Drive, Clinton, NC 28328
Phone: (000) 000-0000
Frequently asked questions about Lundy Fetterman Family Foundation Trust UA 10-16-13
How much does Lundy Fetterman Family Foundation Trust UA 10-16-13 give each year?
Lundy Fetterman Family Foundation Trust UA 10-16-13 gave $451K across 11 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $500K across 9 grants.
What is Lundy Fetterman Family Foundation Trust UA 10-16-13's typical grant size?
Lundy Fetterman Family Foundation Trust UA 10-16-13's median grant in 2024 was $20,000, and its average grant was $41,000, across 11 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Lundy Fetterman Family Foundation Trust UA 10-16-13 that year got $5K on average.
Where does Lundy Fetterman Family Foundation Trust UA 10-16-13 give grants?
Lundy Fetterman Family Foundation Trust UA 10-16-13 gives mostly in North Carolina: 78% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Virginia (16%). The most frequent recipient cities were Raleigh, NC (2 grants).
Does Lundy Fetterman Family Foundation Trust UA 10-16-13 give general operating support?
Not in 2024: none of the 11 grants with a stated purpose on Lundy Fetterman Family Foundation Trust UA 10-16-13's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (7 grants) and "Educational" (4 grants).
Who are Lundy Fetterman Family Foundation Trust UA 10-16-13's largest grantees?
Lundy Fetterman Family Foundation Trust UA 10-16-13's largest 2024 grantees include NSCU College of Veterinary Medicine ($130,000), Campbell University ($100,000) and Other Grants Paid 5000 Each ($61,000), according to its 2024 IRS Form 990-PF. Together they received 65% of its itemized 2024 grant dollars.
How large is Lundy Fetterman Family Foundation Trust UA 10-16-13?
Lundy Fetterman Family Foundation Trust UA 10-16-13 reported $8.0M in total assets on its 2024 IRS Form 990-PF. It paid out $455K in qualifying distributions that year, against a required minimum of $494K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Lundy Fetterman Family Foundation Trust UA 10-16-13 fund?
No mission statement for the foundation is provided. Its 2024 grants included educational and charitable awards. See mission & focus areas ↑
How do I apply for a grant from Lundy Fetterman Family Foundation Trust UA 10-16-13?
The filing says the foundation accepts written applications only. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Lundy Fetterman Family Foundation Trust UA 10-16-13's EIN?
Lundy Fetterman Family Foundation Trust UA 10-16-13's EIN (Employer Identification Number) is 46-7069542. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Here's the math on researching Lundy Fetterman Family Foundation Trust UA 10-16-13 by hand.
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