Marie H Lundin Memorial Testamentary
Marie H Lundin Memorial Testamentary is a private foundation, 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.
Marie H Lundin Memorial Testamentary at a glance
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.
- Annual giving (2024)
- $20,529
- -14.7% vs 2023
- Grants made (2024)
- 3
- +0.0% vs 2023
- Average grant
- $6,843
- -14.7% vs 2023
- Median grant
- $5,000
- Total assets
- $531,450
- +2.9% vs 2023
- Primary geography
- California (76% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Marie H Lundin Memorial Testamentary funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
The largest 2024 recipient was University of San Diego ($11K). Together the top 3 received $21K.
Grant Size Distribution
15 grants across all recorded years
The most common grant size was under $50K: 15 grants of 15 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 3 itemized grants.
States
Cities
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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $21K (2024) to $26K (2022). In 2024 it made 3 grants totaling $21K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of San Diego San Diego, CA | Charitable Contribution to Support Cancer Research, Treatment | $10,529 |
| Louisiana Cancer Research Center New Orleans, LA | Charitable Contribution to Support Cancer Research, Treatment | $5,000 |
| UCSF Foundation San Francisco, CA | Charitable Contribution to Support Cancer Research, Treatment | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $531,450 | $54,205 | $38,885 | $20,529 | 3 | $26,876 | $42,211 | $26,564 |
| 2023 | $516,655 | $25,087 | $39,762 | $24,058 | 3 | $29,060 | $14,807 | $25,531 |
| 2022 | $531,330 | $9,636 | $38,309 | $25,742 | 3 | $29,212 | $526 | $27,528 |
| 2021 | $559,929 | $67,159 | $40,090 | $22,446 | 3 | $27,856 | $55,149 | $31,152 |
| 2020 | $532,539 | $32,860 | $39,561 | $23,000 | 3 | — | $22,093 | $27,604 |
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.
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
The highest reported compensation on the 2024 filing was $3K, to James D Hitchcock (Trustee). 2 officers or directors reported compensation on that filing.
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'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.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Marie H Lundin Memorial Testamentary funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Marie H Lundin Memorial Testamentary's focus areas in our free grants database
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