The Lundeen Foundation Inc

EIN 760265276 Private Foundation

Houston, TX 77027 |(512) 306-0970

Total Given 2016–2016
$209K
3 grants · $209K avg/year
based on 1 yr of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$9K
typical small grants · $5K–$104K
grant size
0%
transactional · single-year
repeat
3
Distinct Recipients

About

Final distribution of Cash and securities transferred to the following qualifying organized charity recipient:Austin Community Foundation4315 Guadalupe Suite 300Austin, TX 78751EIN: 74-1934031 DATE OF COST FAIR MARKET FAIR MARKETQUANTITY: MUTUAL FUNDS/CASH: TRANSFER BASIS PER SHARE VALUE-------------------------------- -------- ------ ---------- ---------- 284.364 Dodge & Cox Intl Stock 7/7/2016 11,311 34.40 9,782 122.927 Dodge & Cox Stock 7/7/2016 19,880 161.36 19,835 499.022 Dreyfus Intl Stock 7/7/2016 7,665 14.85 7,410 49.652 Dreyfus Midcap Index 7/7/2016 1,084 35.31 1,753 56.955 Dreyfus Oppor MidCap Val I 7/7/2016 1,665 30.28 1,725 656.280 Fidelity Total Bond Fund 7/8/2016 6,965 10.83 7,108 432.001 Hrdg Loevner Instl Em Mkts 7/8/2016 7,487 16.72 7,223 109.000 Ishares Core S&P 500 7/7/2016 18,790 210.66 22,962 108.000 Ishares Core S&P Midcap 7/7/2016 8,134 148.94 16,086 725.020 Litman Gregory Mstrs Intl 7/7/2016 9,079 14.30 10,3681468.727 Loomis Sayles Bd Fd CL 1 7/7/2016 19,945 13.71 20,136 413.888 PRIMECAP Odyssey Growth 7/7/2016 6,916 26.39 10,922 106.907 T. Rowe Price Blue Chip 7/7/2016 6,315 69.89 7,472 105.343 Vanguard 500 Index Admiral 7/7/2016 12,023 196.66 20,717 96.000 Vanguard FTSE Emer Mkts 7/7/2016 3,145 34.64 3,325 111.000 Vanguard FTSE De Mkts 7/7/2016 4,420 34.60 3,841 79.000 Vanguard FTSE Dev Mkts 7/7/2016 2,792 34.60 2,733 150.000 Vanguard FTSE Dev Mkts 7/7/2016 5,557 34.60 5,190 230.000 WisdomTree Equity Inc Fd 7/7/2016 12,268 66.55 15,306 86.000 WisdomTree Mcp Div Midcap 7/7/2016 4,408 89.10 7,663 81.000 WisdomTree T Smallcap Egs 7/7/2016 6,189 78.38 6,349 unsettled trades/cash Various 28,758 28,758 ________________________________________________________________________ TOTAL $204,796 $236,664 ========================================

Focus Areas

Religion

Application Information

Accepts Unsolicited Proposals Unknown
Contact Person ALLAN J LUNDEEN
Phone (512) 306-0970
Deadlines NONE
How to Apply SOLICITATIONS OF SUPPORT INCLUDING INTRODUCTORY LETTER OF QUALIFIED ORGANIZATION.
Restrictions SUPPORT OF RELIGIOUS, SCIENTIFIC, LITERARY AND EDUCATIONAL ENDEAVORS OF QUALIFIED ORGANIZATIONS UNDER PROVISIONS OF I.R.C. SECTION 501 (C)(3).

Grant Size Distribution

Based on 3 grants on record

Minimum
$450
25th Pctl
$5K
Median
$9K
Average
$70K
75th Pctl
$104K
Maximum
$199K

Geographic Distribution

Texas Counties Served

100.0% of US grants · Rank #1 of 1 states $209K across 3 grants 1 of 254 counties

Top 1 counties

  1. 1 Travis 3 grants · $209K

Officers & Directors

Grants Awarded (3 total)

Purpose
Austin Community Foundation Austin, TX $199,260 PUBLIC CHARITY 2016
Westlake Hills Presb Church Austin, TX $9,000 RELIGIOUS 2016
Manos De Cristo Clinic Austin, TX $450 CHARITABLE 2016

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