Bundy Family Foundation
- Assets
- $4.9m
- Revenue
- $359.2k
- Investments
- $1.8m
- Employees
- 0
- Location
- Portola Valley, CA
- Founding
- 05/1995
- Data as of
- 12/2023
- EIN
- 94-3215971
Organization Overview
Bundy Family Foundation is located in Portola Valley, CA. The organization was established in 1995. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Bundy Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2023, Bundy Family Foundation generated $359.2k in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 9.0% each year. All expenses for the organization totaled $437.6k during the year ending 12/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2016, Bundy Family Foundation has awarded 164 individual grants totaling $1,978,004. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
N/A
N/A
N/A
N/A
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Timothy D Orr Director/president | 0 | $0 | |
Katherine B Orr Traina Director/secretary | 0 | $0 | |
Christina E Carroll Director/asst Sec/asst CFO | 0 | $0 | |
Kristin E Orr Director/cfo | 0 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $128,291 |
| Interest on Savings | $219 |
| Dividends & Interest | $195,037 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $35,623 |
| Capital Gain Net Income | $35,623 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $359,170 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $76 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $98,013 |
| Total operating and administrative expenses | $107,589 |
| Contributions, gifts, grants paid | $330,000 |
| Total expenses and disbursements | $437,589 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $142,292 |
| Savings and temporary cash investments | $2,938,368 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $1,797,393 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,878,053 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Bundy Family Foundation has awarded $330,000 in support to 27 organizations.
| Grant Recipient | Amount |
|---|---|
180 TURNING LIVES AROUND PURPOSE: FAMILY VIOLENCE SHELTERS, SERVICES | $5,000 |
BUNDY MUSEUM OF HISTORY AND ART PURPOSE: EDUCATION AND ARTS | $3,000 |
CENTER FOR REPRODUCTIVE RIGHTS PURPOSE: ADVANCE REPRODUCTIVE FREEDOM | $5,000 |
COMMUNITY LIBRARY ASSOCIATION PURPOSE: BOOK LENDING, READING, RESEARCH | $15,000 |
COMPASS FAMILY SERVICES PURPOSE: HEALTH, EDUCATION | $10,000 |
FEEDING AMERICA PURPOSE: CORONAVIRUS RESPONSE | $20,000 |