Bundy Family Foundation

Portola Vally, CA
Tax-exempt since May 1995
EIN: 94-3215971

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$727k (2024)

Expenses

$431k (2024)

Total Assets

$5.17M (2024)

Total Liabilities

$0 (2024)

Years with multiple filings

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$726,730

Expenses

$431,374

Net Income

$295,356

Net Assets

$5,173,409

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$153,950	21.2%
Interest Revenue	$71	0.0%
Dividends	$162,231	22.3%
Sales of Assets	$410,478	56.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$355,000	82.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,173,409
Total Liabilities	$0
Net Assets	$5,173,409

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (Director/President)	$0	$0
Katherine B Orr Traina (Director/Secretary)	$0	$0
Christina E Carroll (Director/Asst Sec/Asst Cfo)	$0	$0
Kristin E Orr (Director/Cfo)	$0	$0

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990-PF

Filed on Nov. 6, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$359,170

Expenses

$437,589

Net Income

-$78,419

Net Assets

$4,878,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$128,291	35.7%
Interest Revenue	$219	0.1%
Dividends	$195,037	54.3%
Sales of Assets	$35,623	9.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$330,000	75.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,878,053
Total Liabilities	$0
Net Assets	$4,878,053

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (Director/President)	$0	$0
Katherine B Orr Traina (Director/Secretary)	$0	$0
Christina E Carroll (Director/Asst Sec/Asst Cfo)	$0	$0
Kristin E Orr (Director/Cfo)	$0	$0

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990-PF

Filed on Nov. 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2022

Revenue

$163,395

Expenses

$344,967

Net Income

-$181,572

Net Assets

$4,956,472

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$70,297	43.0%
Interest Revenue	$280	0.2%
Dividends	$79,746	48.8%
Sales of Assets	$13,072	8.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$290,000	84.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,956,472
Total Liabilities	$0
Net Assets	$4,956,472

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (President)	$0	$0
Katherine O Traina (Secretary/Cfo)	$0	$0
Christina E Carroll (Asst Sec/Asst Cfo)	$0	$0
Kristin Orr (Director)	$0	$0

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990-PF

Filed on Oct. 24, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$1,059,984

Expenses

$376,623

Net Income

$683,361

Net Assets

$5,138,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$235,529	22.2%
Interest Revenue	$3	0.0%
Dividends	$103,198	9.7%
Sales of Assets	$721,254	68.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$287,000	76.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,138,044
Total Liabilities	$0
Net Assets	$5,138,044

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (President)	$0	$0
Katherine O Traina (Secretary/Cfo)	$0	$0
Christina E Carroll (Asst Sec/Asst Cfo)	$0	$0
Kristin Orr (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$676,068

Expenses

$369,359

Net Income

$306,709

Net Assets

$4,454,682

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$79,328	11.7%
Interest Revenue	$11	0.0%
Dividends	$83,876	12.4%
Sales of Assets	$512,853	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$282,000	76.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,454,683
Total Liabilities	$1
Net Assets	$4,454,682

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (President)	$0	$0
Katherine O Traina (Secretary/Cfo)	$0	$0
Christina E Carroll (Asst Sec/Asst Cfo)	$0	$0
Kristin Orr (Director)	$0	$0

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990-PF

Filed on June 18, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$278,779

Expenses

$345,275

Net Income

-$66,496

Net Assets

$4,147,973

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$66,106	23.7%
Interest Revenue	$3	0.0%
Dividends	$103,535	37.1%
Sales of Assets	$109,070	39.1%
Other Income	$65	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$311,166	90.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,147,974
Total Liabilities	$1
Net Assets	$4,147,973

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (President)	$0	$0
Katherine O Traina (Secretary/Cfo)	$0	$0
Christina E Carroll (Asst Sec/Asst Cfo)	$0	$0
George Vera (2nd Asst Cfo)	$0	$0
Kristin Orr (Director)	$0	$0

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990-PF

Filed on June 30, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$432,571

Expenses

$366,352

Net Income

$66,219

Net Assets

$4,214,470

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$58,032	13.4%
Interest Revenue	$0
Dividends	$91,531	21.2%
Sales of Assets	$283,008	65.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$287,668	78.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,214,470
Total Liabilities	$0
Net Assets	$4,214,470

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (President)	$0	$0
Katherine O Traina (Secretary/Cfo)	$0	$0
Christina E Carroll (Assnt Sec'y/Assnt Cfo)	$0	$0
George Vera (2 Nd Assnt Cfo)	$0	$0
Kristin Orr (Director)	$0	$0

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990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$818,417

Expenses

$218,814

Net Income

$599,603

Net Assets

$4,143,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$574,332	70.2%
Interest Revenue	$0
Dividends	$96,986	11.9%
Sales of Assets	$147,099	18.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$199,668	91.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,143,221
Total Liabilities	$0
Net Assets	$4,143,221

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (President)	$0	$0
Katherine O Traina (Secretary/Cfo)	$0	$0
Christina E Carroll (Assnt Sec'y/Assnt Cfo)	$0	$0
George Vera (2 Nd Assnt Cfo)	$0	$0
Kristin Orr (Director)	$0	$0

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990-PF

Filed on June 6, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Revenue

$180,535

Expenses

$103,584

Net Income

$76,951

Net Assets

$3,547,402

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$38,256	21.2%
Interest Revenue	$0
Dividends	$88,142	48.8%
Sales of Assets	$54,137	30.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,000	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,547,402
Total Liabilities	$0
Net Assets	$3,547,402

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (President)	$0	$0
Katherine O Traina (Secretary/Cfo)	$0	$0
Christina E Carroll (Assnt Sec'y/Assnt Cfo)	$0	$0
George Vera (2 Nd Assnt Cfo)	$0	$0
Kristin Orr (Director)	$0	$0

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990-PF

Filed on Nov. 28, 2017

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$234,890

Expenses

$177,817

Net Income

$57,073

Net Assets

$3,470,451

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$31,880	13.6%
Interest Revenue	$0
Dividends	$108,312	46.1%
Sales of Assets	$94,698	40.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$160,333	90.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,470,451
Total Liabilities	$0
Net Assets	$3,470,451

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (President)	$0	$0
Katherine O Traina (Secretary/Cfo)	$0	$0
Christina E Carroll (Assistant Sec'y)	$0	$0
George Vera (2 Nd Ass'nt Cfo)	$0	$0
Kristin Orr (Director)	$0	$0

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990-PF

Filed on May 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$153,732

Expenses

$162,255

Net Income

-$8,523

Net Assets

$3,413,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$26,567	17.3%
Interest Revenue	$0
Dividends	$83,457	54.3%
Sales of Assets	$43,708	28.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$135,333	83.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,413,377
Total Liabilities	$0
Net Assets	$3,413,377

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (President)	$0	$0
Katherine O Traina (Secretary/Cfo)	$0	$0
Christina E Carroll (Assistant Sec'y)	$0	$0
George Vera (2 Nd Ass'nt Cfo)	$0	$0
Kristin Orr (Director)	$0	$0

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990-PF

Filed on April 28, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$148,345

Expenses

$187,005

Net Income

-$38,660

Net Assets

$3,421,924

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$22,139	14.9%
Interest Revenue	$0
Dividends	$88,749	59.8%
Sales of Assets	$37,457	25.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$178,500	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,421,924
Total Liabilities	$0
Net Assets	$3,421,924

Compensation

Key Employees and Officers	Compensation	Other
Timothy D Orr (President)	$0	$0
Katherine O Traina (Secretary/Cfo)	$0	$0
Christina E Carroll (Assistant Sec'y)	$0	$0
George Vera (2 Nd Ass'nt Cfo)	$0	$0
Kristin Orr (Director)	$0	$0

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990-PF

Filed on April 16, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$437,356

Expenses

$226,124

Net Income

$211,232

Net Assets

$3,460,596

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$7,096	1.6%
Interest Revenue	$0
Dividends	$122,386	28.0%
Sales of Assets	$308,561	70.6%
Other Income	-$687

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$212,013	93.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,460,596
Total Liabilities	$0
Net Assets	$3,460,596

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$336,567

Expenses

$2,037

Net Income

$334,530

Net Assets

$3,162,583

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$195,838	58.2%
Interest Revenue	$0
Dividends	$35,762	10.6%
Sales of Assets	$103,059	30.6%
Other Income	$1,908	0.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,000	98.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,162,583
Total Liabilities	$0
Net Assets	$3,162,583

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Oct.
2011

Revenue

$295,106

Expenses

$187,596

Net Income

$107,510

Net Assets

$3,014,976

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$88,419	30.0%
Sales of Assets	$206,687	70.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$142,720	76.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,014,976
Total Liabilities	$0
Net Assets	$3,014,976

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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Bundy Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $727k (2024)

Expenses $431k (2024)

Total Assets $5.17M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$727k (2024)

Expenses

$431k (2024)

Total Assets

$5.17M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Oct.
2011

Fiscal Year Ending Oct.
2010

Fiscal Year Ending Oct.
2009

Fiscal Year Ending Oct.
2008

Fiscal Year Ending Oct.
2007

Fiscal Year Ending Oct.
2006

Fiscal Year Ending Oct.
2005

Fiscal Year Ending Oct.
2004

Fiscal Year Ending Oct.
2003

Fiscal Year Ending Oct.
2002

Fiscal Year Ending Oct.
2001