Suc Tr Lunquest Mem FD Uw

Private foundation · Grantmaker Orlando, FL EIN: 58-6026034

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.

Key facts about Suc Tr Lunquest Mem FD Uw

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.

EIN
58-6026034
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$9,986
Grants made (2025)
2
Average grant
$4,993
Median grant
$4,993
Total assets
$252,021
Primary geography
Georgia (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated September 2026.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$252K

+2.0% YoY

Annual Giving

$10K

-5.9% YoY

Grant Count

2

+0.0% YoY

Avg Grant Size

$5K

-5.9% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1state

Share of 2025 grant dollars across all 2 itemized grants.

States

Cities

Tallulah FallsTucker

Giving Over Time

Total grant dollars and number of grants per year

$0$10K$20K$30K2 grants2019 2 grants2020 0 grants2021 2 grants2022 2 grants2023 2 grants2024 2 grants2025

From 2019 to 2025, annual grant giving ranged from $9K (2020) to $24K (2022). In 2025 it made 2 grants totaling $10K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2025

Methodist Children's Home: $5KMethodist Children's Home$5KTallulah Falls School Inc: $5KTallulah Falls School Inc$5K

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

8<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 8 grants of 8 (100%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Methodist Children's Home Tucker, GAGeneral Operating$4,993
Tallulah Falls School Inc Tallulah Falls, GAGeneral Operating$4,993

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$20K$40K$60K2019 2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$252,021$247,035$246,465
Revenue$24,343$20,265$8,296
Expenses$19,327$19,709$17,377
Qualifying Distributions$15,182$15,842$15,444
Net Investment Income$20,167$16,480$6,363
Distributable Amount$15,808$15,218$14,022

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS May 7, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS April 27, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS September 13, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS May 1, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS April 17, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 18, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS April 16, 2026)
  8. IRS filings on file for fiscal years 2019–2025

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

Truist Bank — Trustee: $7KTruist BankTrustee$7K

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.

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