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North Carolina · Private foundation

Lundy Fetterman Family Foundation Trust Ua 10-16-13

Its FY2024 filing reports that it accepted unsolicited grant applications.

$451k
Granted FY2024(still arriving)
11
Grants FY2024
8
Organizations funded FY2023
13%
First-time grantees FY2023
Read the full brief
Median grant, FY2024
$20,000
Largest grant, FY2024
$130,000
Organizations funded a year
8 to 14
FY2017 to FY2023
States reached, FY2024
5
Total assets, FY2024
$8.0M
Applications
Takes unsolicited applications
Per its most recent filing; check its own site

How open it is to new grantees

In FY2023, 13% of the organizations Lundy Fetterman Family Foundation Trust Ua 10-16-13 funded were first-time grantees, receiving 21% of its grant dollars.

New vs renewed · share of each year

In FY2023, 79% of grant dollars renewed an existing relationship; $100k went to new ones.

50%100%’18’19’20’21’22’23
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’18’19’20’21’22’23
EducationHealthOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.
The numbers by year
Fiscal yearOrganizations fundedTo those organizationsFirst-time grantees
FY2024still arriving9$426k0%
FY20238$480k13%
FY20229$480k0%
FY20218$380k0%
FY202013$380k23%
FY201912$382k8%
FY201813$332k15%
FY201714$307kn/a
92% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Education$1.8MPublic Benefit$255kAnimals$230kHealth$149kCrime & Legal$135kFood & Nutrition$94kReligion$76kSocial Science$30kOther$0

Top grantees

Largest recipients by total granted, FY2017 to FY2024, and the share of each one’s budget the grants supplied at peak.

Show all 17 grantees

Plus 4 recipients with no EIN on record ($889k), not named here.

Where it is load-bearing

Each grantee by its size and the share of its budget Lundy Fetterman Family Foundation Trust Ua 10-16-13 supplied at peak.

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetCampbell University: $914,600 over 8y, 0.1% of budgetMary Baldwin University: $507,500 over 5y, 0.3% of budgetNorth Carolina State University Foundation Inc: $315,200 over 6y, 0.3% of budgetNational Right to Work Legal Defense and Education Foundation Inc: $135,000 over 8y, 0.3% of budgetThe Heritage Foundation: $95,000 over 8y, 0.0% of budgetThe North Carolina Agricultural Foundation Inc: $94,000 over 5y, 0.2% of budgetGuiding Eyes for the Blind Inc: $78,500 over 8y, 0.0% of budgetFoundation for Reformed Theology: $35,000 over 4y, 5.1% of budgetNational Center for Public Policy Research: $30,000 over 4y, 0.2% of budgetNational Outdoor Leadership School: $23,000 over 3y, 0.0% of budgetJohn C Campbell Folk School Inc: $15,000 over 3y, 0.1% of budgetThe Rex Healthcare Foundation Inc: $10,000 over 1y, 0.3% of budgetUnc Health Foundation Inc: $5,000 over 1y, 0.0% of budgetChesapeake Care Inc: $5,000 over 1y, 0.5% of budgetSampson Community College Foundation: $5,000 over 1y, 0.9% of budgetInstitute for Humane Studies: $5,000 over 1y, 0.0% of budget

Tap a dot to name the grantee.

How this is measured
Share of budget is the funder’s grant in a year over the grantee’s total revenue that year, at its highest across the years we hold; revenue is from all sources. Only grantees confirmed against their own filings, whose grants do not exceed their revenue, are plotted: the largest 16.

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Duke Energy FoundationNC13.7× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Duke Energy Foundation · Shell USA Company Foundation · The Bank of America Charitable Foundation Inc · Morgan Stanley Global Impact Funding Trust Inc · Natl Christian Charitable Fdn Inc · National Philanthropic Trust · American Endowment Foundation · Vanguard Charitable Endowment Program · Donor Advised Charitable Giving Inc · American Online Giving Foundation Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

Compare Lundy Fetterman Family Foundation Trust Ua 10-16-13 with peer funders

About Lundy Fetterman Family Foundation Trust Ua 10-16-13

How much does Lundy Fetterman Family Foundation Trust Ua 10-16-13 give?
Lundy Fetterman Family Foundation Trust Ua 10-16-13 reported 11 grants totaling $451,000 in its FY2024 IRS filing. It funded between 8 and 14 organizations a year over FY2017 to FY2023.
What does Lundy Fetterman Family Foundation Trust Ua 10-16-13 fund?
By grant dollars over FY2017 to FY2024, its largest causes are Education (53%), Public Benefit (8%), Animals (7%).
Who are Lundy Fetterman Family Foundation Trust Ua 10-16-13's largest grantees?
By total granted over FY2017 to FY2024: Campbell University ($915k), Mary Baldwin University ($508k), North Carolina State University Foundation Inc ($315k).
Does Lundy Fetterman Family Foundation Trust Ua 10-16-13 fund new organizations?
In FY2023, 13% of the organizations it funded were first-time grantees.
Does Lundy Fetterman Family Foundation Trust Ua 10-16-13 accept unsolicited applications?
Its most recent filing reports that it accepts unsolicited grant applications.
Which funders back the same organizations as Lundy Fetterman Family Foundation Trust Ua 10-16-13?
Its strongest co-funders, measured against what their size predicts, include Duke Energy Foundation, Shell USA Company Foundation, The Bank of America Charitable Foundation Inc.
Where is Lundy Fetterman Family Foundation Trust Ua 10-16-13 based?
Lundy Fetterman Family Foundation Trust Ua 10-16-13 is based in NC.

On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 23 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

Generated from the IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

Source object · view filing

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