Nonprofit · EIN 94-3215971
BUNDY FAMILY FOUNDATION
Tax-exempt · PORTOLA VALLY, CA 94028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $441,156 | $427,412 | $13,744 | $5,187,153 | $0 | $5,187,153 |
| December 31, 2024 | 990-PF | $726,730 | $431,374 | $295,356 | $5,173,409 | $0 | $5,173,409 |
| December 31, 2023 | 990-PF | $359,170 | $437,589 | -$78,419 | $4,878,053 | $0 | $4,878,053 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $184,739
- Dividends
- $117,011
- Interest
- $37
- Net gain from sales of assets
- $139,369
Expenses
- Grants and similar amounts paid
- $337,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $337,000
- Excise tax on investment income
- $2,422
Balance sheet and other
- Total assets, start of year
- $5,173,409
- Total assets, end of year
- $5,187,153
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,187,153
- Fair market value of assets
- $7,164,711
- Qualifying distributions
- $337,000
- Net investment income
- $256,417
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Timothy D Orr 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/President | 0.5 | $0 |
| Katherine B Orr Traina 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/Secretary | 0.1 | $0 |
| Christina E Carroll 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/Asst Sec/Asst CFO | 0.1 | $0 |
| Kristin E Orr 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/CFO | 0.1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Timothy D Orr 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/President | 0 | $0 |
| Katherine B Orr Traina 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/Secretary | 0 | $0 |
| Christina E Carroll 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/Asst Sec/Asst CFO | 0 | $0 |
| Kristin E Orr 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/CFO | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Timothy D Orr 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/President | 0 | $0 |
| Katherine B Orr Traina 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/Secretary | 0 | $0 |
| Christina E Carroll 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/Asst Sec/Asst CFO | 0 | $0 |
| Kristin E Orr 3130 Alpine Road Ste 288-461, Portola Valley, CA 94028 | Director/CFO | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3130 ALPINE RD STE 288 PMB 461, PORTOLA VALLY, CA 94028-7541
- Signed the 990-PF
- Timothy D Orr, President
- Phone
- (415) 986-6264
- Return prepared by
- Ocorian Services US LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3215971 or by the name BUNDY FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3215971
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $5,187,153
- Income (IRS master file)
- $1,236,166
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $441,156 | $427,412 | $5,187,153 | XML |
| 990-PF | December 2024 | $726,730 | $431,374 | $5,173,409 | XML |
| 990-PF | December 2023 | $359,170 | $437,589 | $4,878,053 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3215971).
Questions about BUNDY FAMILY FOUNDATION
- What is the EIN of BUNDY FAMILY FOUNDATION?
- The employer identification number (EIN) of BUNDY FAMILY FOUNDATION is 94-3215971.
- Is BUNDY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to BUNDY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BUNDY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BUNDY FAMILY FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BUNDY FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of BUNDY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BUNDY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $441,156, expenses of $427,412 and total assets of $5,187,153 at year end.
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