The Lundin Foundation

Nonprofit profile at a glance

EIN
884117878
IRS 990-PF coverage
2022–2023
Forms available
Form 990-PF 2023
Location
Bend, OR, USA
Rating
56
Verdict
MIXED
Rating confidence
Moderate
Sector
Private Independent Foundations

Reported finances

Revenue
$9,626
Expenses
$1,170

Source: IRS Form 990-PF. Selected filing: tax year 2023. Amounts in USD.

Overview

Mission

Private Independent Foundations

What it reported funding in 2023

The foundation reported 1 grant totaling $1,000. The stated grant purpose was contribution to general fund.

Operating model

Revenue model
Donor-supported. 100% of the foundation's positive operating resources came from contributions.
Distribution model
Grant intermediary. The foundation distributed 100% of its reported charitable disbursements as grants.

The verdict

MIXED - The filing identifies who received its grants and a large share of spending goes to grants. No material rating questions were generated from the available inputs.

Rating breakdown

  • Grant Deployment: NotEnoughData
  • Cost Efficiency: 85
  • Transparency: 100
  • Compliance: 50
  • Endowment Health: 90

Detailed rating inputs

Grant Deployment

  • Grant deployment ratio: Limited

Cost Efficiency

  • Grant expense ratio: 85.5%; rating input score 85; 68th percentile among comparable filings

Transparency

  • Grant recipient disclosure: Yes; rating input score 100

Compliance

  • Part VII-B activity disclosures: Limited
  • Filing consistency checks: 10; rating input score 100

Endowment Health

  • Endowment-health comparison: 20.8; rating input score 90; 90th percentile among comparable filings

Details

  • Where the money goes: Financial trends and filed revenue, expense, asset, and liability detail
  • Grants: 100% of grant recipient detail disclosed
  • Payout: Filed payout detail
  • Trustees: Filed trustees detail
  • Investments: 90th percentile for endowment coverage
  • Consistency: 10 of 10 current checks pass
  • Schedules: 1 filed schedules
  • Filing history: 2 filing years from 2022 to 2023
  • Contacts: How to reach this organization
  • Money network: 1 filed money-flow record
  • Grant readiness: Federal tax and exclusion status, award history, and grant-maker relationships.
  • People: Everyone the filings name, and which of them the filings identify by more than a name.