Marie H Lundin Memorial Testamentary | Foundation Profile
GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like Marie H Lundin Memorial Testamentary. Data shown is extracted from Form 990-PF filings.
EIN: 55-6146717
Foundation Overview
Based in Paso Robles, CA, Marie H Lundin Memorial Testamentary has awarded 30 grants totaling $211,215 to organizations in California, Louisiana and 1 other state across the US. Individual grants range from $2,881 to $15,000, with a median award of $5,742.
Latest Form 990-PF Snapshot
Foundation Intelligence
Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies
New Applicant Friendliness
3 total grants. Insufficient data for reliable pattern analysis. Foundation may be highly selective or recently established.
Geographic Focus
63% of grants are awarded in California, with additional funding distributed across 2 other locations. The foundation balances regional focus with broader geographic diversity. Within California, funding concentrates in San Diego (47%), San Francisco (42%), San Luis Obispo (5%).
Funding Trajectory
Declining funding trend with 23% decrease over 8 years may indicate reduced grant opportunities or shifting foundation priorities. This trajectory suggests more competitive application environment.
Program Areas
Highly focused on healthcare with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.
Where is The Money Going?
Grants & Funding
Analyzing past grantees provides valuable insights into Marie H Lundin Memorial Testamentary's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.
| Name | Amount | Location | Purpose | Year |
|---|---|---|---|---|
| Louisiana Cancer Research Center | $5,000 | New Orleans, LA, US | Charitable Contribution To Support Cancer Research, Treatment | 2024 |
| Ucsf Foundation | $5,000 | San Francisco, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2024 |
| University Of San Diego | $10,529 | San Diego, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2024 |
| Louisiana Cancer Research Center | $8,019 | New Orleans, LA, US | Charitable Contribution To Support Cancer Research, Treatment | 2023 |
| Ucsf Foundation | $8,019 | San Francisco, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2023 |
| University Of San Diego | $8,020 | San Diego, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2023 |
| Louisiana Cancer Research Center | $5,742 | New Orleans, LA, US | Charitable Contribution To Support Cancer Research, Treatment | 2022 |
| Ucsf Foundation | $5,000 | San Francisco, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2022 |
| University Of San Diego | $15,000 | San Diego, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2022 |
| Louisiana Cancer Research Center | $5,742 | New Orleans, LA, US | Charitable Contribution To Support Cancer Research, Treatment | 2022 |
| Ucsf Foundation | $5,000 | San Francisco, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2022 |
| University Of San Diego | $15,000 | San Diego, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2022 |
| Ucsf Foundation | $5,000 | San Francisco, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2021 |
| University Of San Diego | $12,446 | San Diego, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2021 |
| Louisiana Cancer Research Center | $5,000 | New Orleans, LA, US | Charitable Contribution To Support Cancer Research, Treatment | 2021 |
| Fhmc Foundation | $4,000 | San Luis Obispo, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2020 |
| University Of San Diego | $12,000 | San Diego, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2020 |
| Ucsf Foundation | $7,000 | San Francisco, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2020 |
| Ucsf Foundation | $5,000 | San Francisco, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2018 |
| Dana-farber Cancer Institute | $5,000 | Boston, MA, US | Charitable Contribution To Support Cancer Research, Treatment | 2018 |
| Louisiana Cancer Research Center | $5,000 | New Orleans, LA, US | Charitable Contribution To Support Cancer Research, Treatment | 2018 |
| University Of San Diego | $7,137 | San Diego, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2018 |
| University Of San Diego | $6,442 | San Diego, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2017 |
| Dana-farber Cancer Institute | $5,025 | Boston, MA, US | Charitable Contribution To Support Cancer Research, Treatment | 2017 |
| La Cancer Research Center | $6,441 | New Orleans, LA, US | Charitable Contribution To Support Cancer Research, Treatment | 2017 |
| City Of Hope | $2,881 | Duarte Road, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2017 |
| Dana-farber Cancer Institute | $5,000 | Boston, MA, US | Charitable Contribution To Support Cancer Research, Treatment | 2016 |
| Ucsf Foundation | $5,000 | San Francisco, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2016 |
| La Cancer Research Center | $6,772 | New Orleans, LA, US | Charitable Contribution To Support Cancer Research, Treatment | 2016 |
| University Of San Diego | $10,000 | San Diego, CA, US | Charitable Contribution To Support Cancer Research, Treatment | 2016 |
Foundations Similar to Marie H Lundin Memorial Testamentary
Discover 5 foundations with comparable assets ($541,352-$544,863), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.
| Foundation Name | Total Assets | Typical Grant Size | Service Area | Similarity Match |
|---|---|---|---|---|
|
Carol & Freeman Barsotti Family
EIN: 88-4356029 | 6 grants awarded |
$543,463
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$7,500
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Eastman-pinto Foundation Inc
EIN: 27-4084387 | 21 grants awarded |
$542,485
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$5,000
median grant |
La Jolla, CA
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|
The Nell Newman Foundation Inc
EIN: 27-1972605 | 416 grants awarded |
$542,291
(≈ Similar) |
$5,000
median grant |
Santa Cruz, CA
Same state |
|
|
The Brodie Family Foundation
EIN: 26-3303645 | 41 grants awarded |
$544,863
(≈ Similar) |
$5,000
median grant |
Palos Verdes Peninsula, CA
Same state |
|
|
Dane And Carter Brooksher Family Foundation Dated 722018
EIN: 83-2458634 | 15 grants awarded |
$541,352
(≈ Similar) |
$10,000
median grant |
Pacific Palisades, CA
Same state |
|
Related Foundation Resources in CA:
Contact Information
Official contact details for Marie H Lundin Memorial Testamentary as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.
| EIN | 55-6146717 |
| Website | N/A |
| Address | 179 NIBLICK ROAD 169 Paso Robles, CA 93446-0000 |
Key People (2)
Board members, trustees, and key staff who oversee Marie H Lundin Memorial Testamentary's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.
| Trustee | James D Hitchcock |
|---|---|
| Assistant | Brigitte Faulkner |
Forms 990-PF
IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.
Form 990-PF Research Tips
- Review Part XV for detailed grant recipient information and funding purposes
- Check Part I for total assets, annual giving amounts, and payout requirements
- Examine Part VIII for key personnel compensation and board structure
- Look for trends across multiple years to understand giving patterns
About This Foundation Profile
This comprehensive foundation profile for Marie H Lundin Memorial Testamentary is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.
Data Sources & Accuracy
All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.
Research Applications
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