Marie H Lundin Memorial Testamentary

Foundation · Grantmaker Paso Robles, CA EIN: 55-6146717

Marie H Lundin Memorial Testamentary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Paso Robles, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $531K in total assets. In 2024, it awarded 3 grants totaling $21K. Net investment income was $42K.

Key facts about Marie H Lundin Memorial Testamentary

In short: Marie H Lundin Memorial Testamentary gave $21K across 3 grants in 2024 (avg $7K), mostly in California. Source: 2024 IRS Form 990-PF.

EIN
55-6146717
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$20,529
Grants made (2024)
3
Average grant
$6,843
Median grant
$5,000
Total assets
$531,450
Primary geography
California (76% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated September 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$531K

+2.9% YoY

Annual Giving

$21K

-14.7% YoY

Grant Count

3

+0.0% YoY

Avg Grant Size

$7K

-14.7% YoY

Under IRS private-foundation payout rules, Marie H Lundin Memorial Testamentary reported a distributable amount of $27K for 2024 — the minimum it must pay out in qualifying distributions.

How Marie H Lundin Memorial Testamentary gives

  • Giving held roughly steady from 2021 to 2024 (−9%). Method
  • In 2024 it paid out 101% of its IRS minimum distribution (the 5% rule). Method

From the foundation's IRS Form 990-PF filings. Methodology.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of all 3 itemized 2024 grant dollars.

Cities

San DiegoSan FranciscoNew OrleansSan Luis Obispo

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K3 grants20203 grants20213 grants20223 grants20233 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2024

University of San Diego: $11KUniversity of San Diego$11KLouisiana Cancer Research Center: $5KLouisiana Cancer ResearchCenter$5KUcsf Foundation: $5KUcsf Foundation$5K

Grant Size Distribution

15 grants across all recorded years

15<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
UNIVERSITY OF SAN DIEGO San Diego, CACHARITABLE CONTRIBUTION TO SUPPORT CANCER RESEARCH, TREATMENT$10,529
LOUISIANA CANCER RESEARCH CENTER New Orleans, LACHARITABLE CONTRIBUTION TO SUPPORT CANCER RESEARCH, TREATMENT$5,000
UCSF FOUNDATION San Francisco, CACHARITABLE CONTRIBUTION TO SUPPORT CANCER RESEARCH, TREATMENT$5,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K$80K20202021202220232024
Metric202420232022
Total Assets$531,450$516,655$531,330
Revenue$54,205$25,087$9,636
Expenses$38,885$39,762$38,309
Qualifying Distributions$26,876$29,060$29,212
Net Investment Income$42,211$14,807$526
Distributable Amount$26,564$25,531$27,528

Data update history

When this profile's IRS filing data changed on Grantable

  1. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Officers and directors from IRS filings

Marie H Lundin Memorial Testamentary's 2024 filing lists 2 officers; all 2 officers listed in 2024 are compensated.

Officers on the 2024 filing

  • James D. Hitchcock

    Trustee

    On filings since 2020

    3 hrs/week

    $3K (2020) → $3K (2024)

  • Brigitte Faulkner

    Assistant

    On filings since 2020

    2 hrs/week

    $3K (2020) → $3K (2024)

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.

Compensation Overview

From 2024 IRS filing

James D Hitchcock — Trustee: $3KJames D HitchcockTrustee$3KBrigitte Faulkner — Assistant: $3KBrigitte FaulknerAssistant$3K

Frequently asked questions about Marie H Lundin Memorial Testamentary

How much does Marie H Lundin Memorial Testamentary give each year?

Marie H Lundin Memorial Testamentary gave $21K across 3 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $24K across 3 grants.

What is Marie H Lundin Memorial Testamentary's typical grant size?

Marie H Lundin Memorial Testamentary's median grant in 2024 was $5,000, and its average grant was $6,843, across 3 grants on its 2024 IRS Form 990-PF.

Where does Marie H Lundin Memorial Testamentary give grants?

Marie H Lundin Memorial Testamentary gives mostly in California: 76% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was Louisiana (24%).

Does Marie H Lundin Memorial Testamentary give general operating support?

Not in 2024: none of the 3 grants with a stated purpose on Marie H Lundin Memorial Testamentary's 2024 IRS Form 990-PF were described as general or operating support.

How large is Marie H Lundin Memorial Testamentary?

Marie H Lundin Memorial Testamentary reported $531K in total assets on its 2024 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $27K (roughly 5% of its investment assets).

What is Marie H Lundin Memorial Testamentary?

Marie H Lundin Memorial Testamentary is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Paso Robles, CA. It holds $531K in total assets as of 2024.

What is Marie H Lundin Memorial Testamentary's EIN?

Marie H Lundin Memorial Testamentary's EIN (Employer Identification Number) is 55-6146717. IRS Form 990 filing data is available on this page for 2020–2024.

Data last updated September 2026. Sourced from IRS Form 990-PF filings.

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