Private foundation (trust)EIN 946659802Est. 1994-05

BUNDY FOUNDATION

MILWAUKEE, WI 532010634

Total Assets

$10.2M

FY 2023

Annual Giving

$403K

FY 2023

Grants Made

9

FY 2023

Avg Grant

$45K

FY 2023

Grant Range

$10K–$100K

Typical

Deadlines

Applications

Financial Snapshot

2023 filing

Total Revenue

$693K

Total Expenses

$585K

Qualifying Distributions

$472K

Distributable Amount

$474K

Min. Investment Return

$482K

Undistributed Income

$404K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

9 grants

Grant sizes from minimum $10K through median $23K to maximum $100K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2020 to 2023. Peak $452K in 2021. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

41 grants

THE SALK INSTITUTE FOR
$400K
4 grants
SANFORD BURNHAM PREBYS MED
$400K
4 grants
UCLA STEIN EYE INSTITUTE
$200K
2 grants
JULES STEIN EYE INSTITUTE
$200K
2 grants
JOHN TRACY CLINIC
$107K
4 grants
BLIND CHILDRENS LEARNING CENTER
$76K
3 grants
ALZHEIMERS ASSOC OF ORANGE COUNTY
$56K
3 grants
BRAILLE INSTITUTE OF AMERICA
$43K
2 grants

Grant Size Distribution

41 grants

<$10K
10
grants
$10–50K
19
grants
$50–250K
12
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

1 states

California
$1.7M
100% of total

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BUNDY FOUNDATION — Grants, Financials & Contact | Grantivo