Marie H Lundin Memorial Testamentary Trust FBO Cancer Research
Marie H Lundin Memorial Testamentary Trust FBO Cancer Research is a private foundation, based in Paso Robles, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $509K in total assets. In 2025, it awarded 3 grants totaling $20K. Net investment income was $7K.
Marie H Lundin Memorial Testamentary Trust FBO Cancer Research at a glance
In short: Marie H Lundin Memorial Testamentary Trust FBO Cancer Research gave $20K across 3 grants in 2025 (avg $7K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $20,217
- -1.5% vs 2024
- Grants made (2025)
- 3
- +0.0% vs 2024
- Average grant
- $6,739
- -1.5% vs 2024
- Median grant
- $5,000
- Total assets
- $509,068
- -4.2% vs 2024
- Primary geography
- California (75% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated November 2026.
Who Marie H Lundin Memorial Testamentary Trust FBO Cancer Research funds
How this funder distributes its grants
Top Recipients
Top 3 recipients in 2025
The largest 2025 recipient was University of San Diego ($10K). Together the top 3 received $20K.
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 2025 grant dollars across all 3 itemized grants.
Cities
How Marie H Lundin Memorial Testamentary Trust FBO Cancer Research gives
- Giving fell 21% from 2022 to 2025. Method
- In 2025 it paid out 100% 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 2019 to 2025, annual grant giving ranged from $20K (2025) to $26K (2022). In 2025 it made 3 grants totaling $20K.
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 | $10,217 |
| 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 |
|---|---|---|---|---|---|---|---|---|
| 2025 | $509,068 | $20,175 | $41,942 | $20,217 | 3 | $27,442 | $7,301 | $27,381 |
| 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 |
| 2019 | $539,170 | $33,980 | $39,749 | $23,206 | 3 | — | $22,987 | $27,982 |
Under IRS private-foundation payout rules, Marie H Lundin Memorial Testamentary Trust FBO Cancer Research reported a distributable amount of $27K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Marie H Lundin Memorial Testamentary Trust FBO Cancer Research's 2025 filing lists 2 officers; all 2 officers listed in 2025 are compensated.
Officers on the 2025 filing
James D. Hitchcock
Trustee
On filings since 2019
3 hrs/week
$3K (2019) → $3K (2025)
Brigitte Faulkner
Assistant
On filings since 2019
2 hrs/week
$3K (2019) → $3K (2025)
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 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 Trust FBO Cancer Research
How much does Marie H Lundin Memorial Testamentary Trust FBO Cancer Research give each year?
Marie H Lundin Memorial Testamentary Trust FBO Cancer Research gave $20K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $21K across 3 grants.
What is Marie H Lundin Memorial Testamentary Trust FBO Cancer Research's typical grant size?
Marie H Lundin Memorial Testamentary Trust FBO Cancer Research's median grant in 2025 was $5,000, and its average grant was $6,739, across 3 grants on its 2025 IRS Form 990-PF.
Where does Marie H Lundin Memorial Testamentary Trust FBO Cancer Research give grants?
Marie H Lundin Memorial Testamentary Trust FBO Cancer Research gives mostly in California: 75% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Louisiana (25%).
Does Marie H Lundin Memorial Testamentary Trust FBO Cancer Research give general operating support?
Not in 2025: none of the 3 grants with a stated purpose on Marie H Lundin Memorial Testamentary Trust FBO Cancer Research's 2025 IRS Form 990-PF were described as general or operating support.
How large is Marie H Lundin Memorial Testamentary Trust FBO Cancer Research?
Marie H Lundin Memorial Testamentary Trust FBO Cancer Research reported $509K in total assets on its 2025 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 Trust FBO Cancer Research's EIN?
Marie H Lundin Memorial Testamentary Trust FBO Cancer Research's EIN (Employer Identification Number) is 55-6146717. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated November 2026. Sourced from IRS Form 990-PF filings.
Data update history
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 14, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS September 10, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Marie H Lundin Memorial Testamentary Trust FBO Cancer Research funds
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