Suc Tr Lunquest Mem FD Uw
Suc Tr Lunquest Mem FD Uw is a private foundation, based in Orlando, FL. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $252K in total assets. In 2025, it awarded 2 grants totaling $10K. Net investment income was $20K.
Suc Tr Lunquest Mem FD Uw at a glance
In short: Suc Tr Lunquest Mem FD Uw gave $10K across 2 grants in 2025 (avg $5K), mostly in Georgia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $9,986
- -5.9% vs 2024
- Grants made (2025)
- 2
- +0.0% vs 2024
- Average grant
- $4,993
- -5.9% vs 2024
- Median grant
- $4,993
- Total assets
- $252,021
- +2.0% vs 2024
- Primary geography
- Georgia (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Suc Tr Lunquest Mem FD Uw funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Methodist Children's Home ($5K). Together the top 2 received $10K.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
States
Cities
How Suc Tr Lunquest Mem FD Uw gives
- Giving fell 59% from 2022 to 2025. Method
- In 2025 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $9K (2020) to $24K (2022). In 2025 it made 2 grants totaling $10K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Methodist Children's Home Tucker, GA | General Operating | $4,993 |
| Tallulah Falls School Inc Tallulah Falls, GA | General Operating | $4,993 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $252,021 | $24,343 | $19,327 | $9,986 | 2 | $15,182 | $20,167 | $15,808 |
| 2024 | $247,035 | $20,265 | $19,709 | $10,610 | 2 | $15,842 | $16,480 | $15,218 |
| 2023 | $246,465 | $8,296 | $17,377 | $12,032 | 2 | $15,444 | $6,363 | $14,022 |
| 2022 | $255,599 | $8,397 | $32,562 | $24,288 | 2 | $27,900 | $4,748 | $15,644 |
| 2021 | $279,847 | $42,469 | $7,735 | — | — | $3,853 | $38,513 | $16,799 |
| 2020 | $245,144 | $5,944 | $15,302 | $8,696 | 2 | — | $2,665 | $14,597 |
| 2019 | $254,431 | $11,385 | $17,776 | $8,730 | 2 | — | $8,024 | $14,419 |
Under IRS private-foundation payout rules, Suc Tr Lunquest Mem FD Uw reported a distributable amount of $16K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Suc Tr Lunquest Mem FD Uw's only listed officer is Truist Bank, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Truist Bank
Trustee
On filings since 2021
1 hr/week
$8K (2021) → $7K (2025)
Former officers (1)
- Former: Truist Bank FKA Suntrust Bank (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $7K, to Truist Bank (Trustee).
Frequently asked questions about Suc Tr Lunquest Mem FD Uw
How much does Suc Tr Lunquest Mem FD Uw give each year?
Suc Tr Lunquest Mem FD Uw gave $10K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $11K across 2 grants.
How large is Suc Tr Lunquest Mem FD Uw?
Suc Tr Lunquest Mem FD Uw reported $252K in total assets on its 2025 IRS Form 990-PF. It paid out $15K in qualifying distributions that year, against a required minimum of $16K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Suc Tr Lunquest Mem FD Uw operate?
Suc Tr Lunquest Mem FD Uw has awarded grants in Georgia.
What is Suc Tr Lunquest Mem FD Uw's EIN?
Suc Tr Lunquest Mem FD Uw's EIN (Employer Identification Number) is 58-6026034. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS September 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
- IRS filings on file for fiscal years 2019–2025
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