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.
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
Share of all 3 itemized 2024 grant dollars.
States
Cities
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
| 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 |
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 |
Data update history
When this profile's IRS filing data changed on Grantable
- 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
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.
Here's the math on researching Marie H Lundin Memorial Testamentary by hand.
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