Lundy Fetterman Family Foundation Tr Ua 10-16-13
Only null% goes to programs Strong reserves Declining revenue
Lundy Fetterman Family Foundation Tr Ua 10-16-13 is a 501(c)(3) organization based in Clinton, North Carolina, registered in 2015, with $609,711 in FY2024 revenue. CharityIndex grades it C+.
208 Fox Lake Dr, Clinton, NC, 28328 EIN 46-7069542 Since 2015
Revenue (FY2024)
$610K
▲ 131.7% vs prior year
Philanthropy median: $168K
Expenses (FY2024)
$551K
Net assets
$8.0M
Employees
—
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
C+
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Lundy Fetterman Family Foundation Tr Ua 10-16-13— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating175 mo reserves · +10% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Lundy Fetterman Family Foundation Tr Ua 10-16-13: 175 mo reserves · +10% margin earns a B+ on this criterion. See the exact thresholds →
—Governance25% of the ratingNot reported in this filing type
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for Lundy Fetterman Family Foundation Tr Ua 10-16-13— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
DTransparency10% of the rating1 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Lundy Fetterman Family Foundation Tr Ua 10-16-13: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Contact & location
- Address
- 208 Fox Lake Dr, Clinton, NC, 28328
- City
- Clinton
- State
- North Carolina
- Subcategory
- Philanthropy & Charity Promotion
Financial trends
Revenue grew from $32K (FY2015) to $610K (FY2024) across 10 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $0Net assets $8.0M
Operating margin
9.7%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$8.0M
Total liabilities
$0
Net assets
$8.0M
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $609,711▲132% | $550,727▼7.1% | $8,034,078▲0.7% | $8,034,078▲0.7% | 990PF |
| 2023 | $263,117▼61.0% | $592,913▼2.5% | $7,975,094▼4.0% | $7,975,094▼4.0% | 990PF |
| 2022 | $674,358▼44.2% | $608,278▲22.4% | $8,304,947▲0.8% | $8,304,947▲0.8% | 990PF |
| 2021 | $1,207,780▲51.4% | $496,911▲3.6% | $8,238,810▲9.4% | $8,238,810▲9.4% | 990PF |
| 2020 | $797,609▲14.0% | $479,484▼2.6% | $7,527,880▲4.4% | $7,527,880▲4.4% | 990PF |
| 2019 | $699,524▼15.8% | $492,289▲13.8% | $7,209,755▲3.0% | $7,209,755▲3.0% | 990PF |
| 2018 | $831,091▼2.7% | $432,755▲5.4% | $7,002,520▲6.0% | $7,002,520▲6.0% | 990PF |
| 2017 | $854,344▲25.8% | $410,592▲12.8% | $6,604,184▲7.3% | $6,607,511▲7.3% | 990PF |
| 2016 | $679,027▲2015% | $363,908▲12850% | $6,157,633▲39.1% | $6,157,633▲39.1% | 990PF |
| 2015 | $32,111 | $2,810 | $4,427,177 | $4,427,177 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Frequently asked questions
- Is Lundy Fetterman Family Foundation Tr Ua 10-16-13 a legitimate nonprofit?
- Yes. Lundy Fetterman Family Foundation Tr Ua 10-16-13 is a 501(c)(3) organization registered with the U.S. Internal Revenue Service under EIN 46-7069542, based in Clinton, North Carolina. Donations are tax-deductible.
- What is Lundy Fetterman Family Foundation Tr Ua 10-16-13's EIN?
- Lundy Fetterman Family Foundation Tr Ua 10-16-13's Employer Identification Number (EIN) is 46-7069542.
- How much revenue does Lundy Fetterman Family Foundation Tr Ua 10-16-13 report?
- Lundy Fetterman Family Foundation Tr Ua 10-16-13 reported $609,711 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Lundy Fetterman Family Foundation Tr Ua 10-16-13 have?
- CharityIndex grades Lundy Fetterman Family Foundation Tr Ua 10-16-13 C+, based on financial health (reserves and operating margin).
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Data for Lundy Fetterman Family Foundation Tr Ua 10-16-13 (EIN 46-7069542) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.