Marie H Lundin Memorial Testamentary
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.
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.
About Marie H Lundin Memorial Testamentary
Based on IRS filings
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.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| 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 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2024
Grant Size Distribution
15 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include University of San Diego ($10,529), Louisiana Cancer Research Center ($5,000), Ucsf Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| 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 |
| UNIVERSITY OF SAN DIEGO SAN DIEGO, CA | CHARITABLE CONTRIBUTION TO SUPPORT CANCER RESEARCH, TREATMENT | $10,529 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| JAMES D HITCHCOCK | TRUSTEE | 3 | $2,615 |
| BRIGITTE FAULKNER | ASSISTANT | 2 | $2,615 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
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.
How large is Marie H Lundin Memorial Testamentary?
As of 2024, Marie H Lundin Memorial Testamentary holds $531K in total assets with $54K in annual revenue. It awarded 3 grants totaling $21K in 2024.
Where does Marie H Lundin Memorial Testamentary operate?
Marie H Lundin Memorial Testamentary has awarded grants in California, Louisiana.
What size grants does Marie H Lundin Memorial Testamentary award?
In 2024, Marie H Lundin Memorial Testamentary awarded 3 grants totaling $21K — an average of about $7K per grant, based on its IRS Form 990 filings.
How much is Marie H Lundin Memorial Testamentary required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Marie H Lundin Memorial Testamentary reported a distributable amount of $27K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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