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Lundy Fetterman Family Foundation Trust Ua 10-16-13 at a glance

· Private foundation

Lundy Fetterman Family Foundation Trust Ua 10-16-13

Its FY2024 filing reports that it accepted unsolicited grant applications.

$451k
Granted FY2024still arriving
11
Grants FY2024still arriving
5
States reached
$130k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0192% 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
02FY2024 · 11 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2024

  • Under $10k1 grant · $5k
  • $10k–50k6 grants · $105k
  • $50k–250k4 grants · $341k
$20,000
Median grant
5
States reached
$8.0M
Total assets
Largest grants
RecipientAmount
NSCU COLLEGE OF VETERINARY MEDICINE$130,000
CAMPBELL UNIVERSITY$100,000
OTHER GRANTS PAID 5000 EACH$61,000
NORTH CAROLINA AGRICULTURAL FOUNDATION$50,000
MARY BALDWIN UNIVERSITY$35,000
LEADERSHIP INSTITUTE$20,000
NATIONAL RIGHT TO WORK LEGAL DEFENSE FOUNDATION$15,000
GUIDING EYES FOR THE BLIND$15,000
GRAVES MEMORIAL PRESBYTERIAN CHURCH$10,000
THE HERITAGE FOUNDATION$10,000
HILLSDALE COLLEGE$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY17–24, $79k) land where the poverty rate runs at 9%, against an area that typically sits at 8%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 8%GUIDING EYES FOR THE BLIND: $15k → 9%GUIDING EYES FOR THE BLIND: $13k → 9%GUIDING EYES FOR THE BLIND: $13k → 9%GUIDING EYES FOR THE BLIND: $10k → 9%GUIDING EYES FOR THE BLIND: $10k → 9%GUIDING EYES FOR THE BLIND: $8k → 9%GUIDING EYES FOR THE BLIND: $5k → 9%GUIDING EYES FOR THE BLIND: $5k → 9%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

99%of every dollar goes to organizations it has funded before.
$3.1M · 15 repeat orgs$35k to everyone else

15 repeat relationships: 9 still active in FY2024, 6 since wound down.

How the two cohorts compare

Re-uppedFunded once

Organizations

15
6

Total granted

$3.1M
$35k

Median revenue growth · since first grant

+36%
+64%

Still filing today

73%
83%

New vs renewed · share of each year

In FY2024, 100% of grant dollars renewed an existing relationship; $0 went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

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

’17’18’19’20’21’22’23’24
EducationCrime & LegalPublic BenefitHuman ServicesEnvironmentArts & CultureOther
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.

Backed again, and grew

  • CAMPBELL UNIVERSITY
    8× · 2017–2024 · $915k · revenue +6%
  • MARY BALDWIN UNIVERSITY
    5× · 2020–2024 · $508k · revenue +8%
  • NC
    NORTH CAROLINA STATE UNIVERSITY FOUNDATION INC
    6× · 2017–2022 · $315k · revenue +232%

Funded once

  • TR
    THE REX HEALTHCARE FOUNDATION INC
    one grant, 2020 · $10k · revenue -29%
  • UNC HEALTH FOUNDATION INCgraduated
    one grant, 2017 · $5k · revenue +145%
  • BRIDGE II SPORTS INCgraduated
    one grant, 2017 · $5k · revenue +64%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Furman University

The primary mission of furman as a liberal arts institution is to provide a distinctive education in fine arts, humanities, social sciences, mathematics and the sciences, as well as selected professional disciplines.

Education
2
North Carolina State University College of Sciences Foundation Inc

Provide financial support for all types of education and research within the college of sciences at north carolina state university.

Philanthropy
3
Wilson College

Wilson college empowers students to be confident and critical thinkers, creative visionaries, effective communicators, honorable leaders, and agents of justice.

Education
4
Northeast College of Health Sciences

Northeast college of health sciences (the college) is committed to academic excellence, leadership, and professional best practices in the health sciences.

Education
5
Jefferson Scholars Foundation

The jefferson scholars foundation (foundation) provides academic merit-based scholarship, fellowship and professorship support to students and faculty at the university of virginia (uva).

Philanthropy
6
President and Fellows of Harvard College

Undergraduate, graduate, and professional education and research across a broad array of academic domains.

Education
7
Columbia College

Columbia college improves lives by providing quality education to both traditional and nontraditional students, helping them achieve their true potential.

Education
8
Barton College

Founded in 1902, barton college is a four-year, private, liberal arts college located in wilson, n.c. the barton experience focuses on academic excellence within a wide range of professional and liberal arts programs leading to…

Education
9
Fielding Graduate University

We provide exemplary interdisciplinary programs for a community of scholar-practitioners within a distributed learning model grounded in student-driven inquiry and leading to enhanced knowledge.

—
10
Saint Anselm College

Saint anselm is a catholic, benedictine college providing all of its students a distinctive liberal arts education that incorporates opportunities for professional and career preparation. it does so in a learning community that encourages…

Education
11
University of New Haven

The University of New Haven is a student-centered comprehensive university with an emphasis on excellence in liberal arts and professional education. Our mission is to prepare our students to lead purposeful and fulfilling lives in a…

Education
12
Illinois College

Illinois college is a co-educational institution of higher education learning providing a four-year educational program leading to the baccalaureate degree. illinois college is a community committed to the highest standards of scholarship…

Education
How this is measured
The grantee most central to the portfolio’s shape is The Heritage Foundation; the most unlike its peers is Foundation for Reformed Theology. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

19 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 19 of the 23 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
3
Early backer (in before they grew)
18/19
Grantees still filing
16/19
Grew since first funded

Where the money sits, by cause and then by grantee

CAMPBELL UNIVERSITY: $914,600 · EducationCAMPBELL UNIVERSITYMARY BALDWIN UNIVERSITY: $507,500 · EducationMARY BALDWIN UNIVERSITYNORTH CAROLINA STATE UNIVERSITY FOUNDATION INC: $315,200 · EducationNORTH CAROLINA STATE UNIVERSITY FOUNDATION INC+4 more: $50,000 · EducationOTHER GRANTS PAID 5000 EACH: $568,150 · OtherOTHER GRANTS PAID 5000 EACHNSCU COLLEGE OF VETERINARY MEDICINE: $230,000 · OtherNSCU COLLEGE OF VETERINARY MEDIC…DUKE UNIVERSITY MEDICAL CENTER: $50,000 · OtherGRAVES MEMORIAL PRESBYTERIAN CHURCH: $41,250 · Other+6 more: $70,000 · Other+6 moreLeadership Institute: $160,000 · Public BenefitTHE HERITAGE FOUNDATION: $95,000 · Public BenefitNATIONAL RIGHT TO WORK LEGAL DEFENSE AND EDUCATION FOUNDATION INC: $135,000 · Crime & LegalTHE NORTH CAROLINA AGRICULTURAL FOUNDATION INC: $94,000 · HealthGUIDING EYES FOR THE BLIND INC: $78,500 · Human ServicesNATIONAL OUTDOOR LEADERSHIP SCHOOL: $23,000 · Environment
Education$1,787,300Other$959,400Public Benefit$255,000Crime & Legal$135,000Health$94,000Human Services$78,500Environment$23,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

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 budgetLeadership Institute: $160,000 over 8y, 0.1% 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 budgetHILLSDALE COLLEGE: $5,000 over 1y, 0.0% of budgetSAMPSON COMMUNITY COLLEGE FOUNDATION: $5,000 over 1y, 0.9% of budgetInstitute for Humane Studies: $5,000 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

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 FoundationShell USA Company Fou…The Bank of America C…Morgan Stanley Global…Natl Christian Charit…National Philanthropi…American Endowment Fo…Vanguard Charitable E…Donor Advised Charita…American Online Givin…Fidelity Investments …Amazonsmile Foundation
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.

How much its grantees rely on government

Each dot is one organization Lundy Fetterman Family Foundation Trust Ua 10-16-13 funds: left to right is the share of its income from government, bottom to top the share from Lundy Fetterman Family Foundation Trust Ua 10-16-13. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    4report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–75%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    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

    Play a game based on Lundy Fetterman Family Foundation Trust Ua 10-16-13’s filings →

    More from the funding graph

    The unnamed billions
    grants reported with no recipient in the public record
    The regranting layer
    51% of grant dollars land in the regranting layer
    The DAF merry-go-round
    $9.7B circulates between donor-advised funds
    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
    where grant money is based, and what stays home