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Also known as: TRUST UA 10-16-13
Lundy Fetterman Family Foundation Trust Ua 10-16-13 is a private trust based in CLINTON, NC. The foundation received its IRS ruling in 2015. The principal officer is % Mabel F Held. It holds total assets of $8M. Annual income is reported at $3M. THE LUNDY FETTERMAN FAMILY FOUNDATION TRUST DISTRIBUTED $500,000 TO 63 ORGANIZATIONS DURING THE YEAR ENDED 12/31/2023 FOR EDUCATIONAL AND CHARITABLE PURPOSES. According to available records, Lundy Fetterman Family Foundation Trust Ua 10-16-13 has made 42 grants totaling $1.8M, with a median grant of $16K. Annual giving has grown from $400K in 2020 to $500K in 2023. Grantmaking activity was highest in 2022 with $500K distributed across 10 grants. Individual grants have ranged from $5K to $203K, with an average award of $43K. The foundation has supported 16 unique organizations. The foundation primarily supports organizations in North Carolina, Virginia, New York, which account for 88% of all grants. Grantmaking reaches organizations across 4 states. Contributions to this foundation are tax-deductible.
THE LUNDY FETTERMAN FAMILY FOUNDATION TRUST DISTRIBUTED $400,050 TO 109 ORGANIZATIONS DURING THE YEAR ENDED 12/31/2020 FOR EDUCATIONAL AND CHARITABLE PURPOSES.
Expenses: $400K
THE LUNDY FETTERMAN FAMILY FOUNDATION TRUST DISTRIBUTED $500,000 TO 63 ORGANIZATIONS DURING THE YEAR ENDED 12/31/2023 FOR EDUCATIONAL AND CHARITABLE PURPOSES. Based on available records, the foundation has funded 42 grants. Its grantmaking reaches organizations primarily in NC, VA, NY.
Lundy Fetterman Family Foundation Trust Ua 10-16-13 has distributed a total of $1.8M across 42 grants. The median grant size is $16K, with an average of $43K. Individual grants have ranged from $5K to $203K.
Lundy Fetterman Family Foundation Trust Ua 10-16-13 is a private foundation. To inquire about grants, you can look up the foundation using their EIN (467069542) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Lundy Fetterman Family Foundation Trust Ua 10-16-13 is headquartered in CLINTON, NC. While based in NC, the foundation distributes grants to organizations across 4 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Bradford Kyle Held | TRUSTEE | $0 | $0 | $0 |
| Mabel F Held | TRUSTEE | $0 | $0 | $0 |
Total Giving
$593K
Total Assets
$8M
Fair Market Value
$9.5M
Net Worth
$8M
Grants Paid
$500K
Contributions
$0
Net Investment Income
$176K
Distribution Amount
$455K
Total: $7.9M
Total Grants
42
Total Giving
$1.8M
Average Grant
$43K
Median Grant
$16K
Unique Recipients
16
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| Mary Baldwin UniversityEDUCATIONAL | Staunton, VA | $170K | 2023 |
| Campbell UniversityEDUCATIONAL | Buies Creek, NC | $100K | 2023 |
| Nscu College Of Veterinary MedicineCHARITABLE | Raleigh, NC | $100K | 2023 |
| Other Grants Paid 5000 EachCHARITABLE | Various, NC | $67K | 2023 |
| Leadership InstituteCHARITABLE | Arlington, VA | $20K | 2023 |
BETHLEHEM, CT
TEMPE, AZ
PALM BCH GDNS, FL
SHORELINE, WA
HUNTSVILLE, AL
| 2018 | 990PF | View |
| 2017 | 990PF | View |
| 2016 | 990PF | View |
| 2015 | 990PF | View |
| National Right To Work Legal Defense FoundationCHARITABLE |
| Springfield, VA |
| $15K |
| 2023 |
| Guiding Eyes For The BlindCHARITABLE | Yorktown, NY | $13K | 2023 |
| The Heritage FoundationCHARITABLE | Washington, DC | $10K | 2023 |
| Graves Memorial Presbyterian ChurchCHARITABLE | Clinton, NC | $5K | 2023 |
| North Carolina State University Foundation IncEDUCATIONAL | Raleigh, NC | $52K | 2022 |
| North Carolina Agricultural FoundationCHARITABLE | Raleigh, NC | $18K | 2022 |
| Rex Healthcare FoundationCHARITABLE | Raleigh, NC | $10K | 2020 |
| Foundation For Reformed TheologyRELIGIOUS | Richmond, VA | $5K | 2020 |
| The North Carolina Agricultural Foundation IncEDUCATIONAL | Raleigh, NC | $5K | 2020 |
| National Center For Public Policy ResearchCHARITABLE | Washington, DC | $5K | 2020 |
| Institute For Humane Studies At George Mason UniversityEDUCATIONAL | Arlington, VA | $5K | 2020 |
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