The Turner and Louise Lundy Fndtn
The Turner and Louise Lundy Fndtn is a private foundation, based in Charlotte, NC. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.0M in total assets. In 2025, it awarded 7 grants totaling $48K. Net investment income was $60K.
The Turner and Louise Lundy Fndtn at a glance
In short: The Turner and Louise Lundy Fndtn gave $48K across 7 grants in 2025 (avg $7K), mostly in Virginia. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $48,380
- -3.4% vs 2024
- Grants made (2025)
- 7
- +0.0% vs 2024
- Average grant
- $6,911
- -3.4% vs 2024
- Median grant
- $2,903
- Total assets
- $1,000,493
- +0.5% vs 2024
- Primary geography
- Virginia (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 The Turner and Louise Lundy Fndtn funds
How this funder distributes its grants
Top Recipients
Top 7 recipients in 2025
The largest 2025 recipient was Brunswick Education Foundation ($17K). Together the top 7 received $48K.
Grant Size Distribution
35 grants across all recorded years
The most common grant size was under $50K: 35 grants of 35 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 7 itemized grants.
States
Cities
How The Turner and Louise Lundy Fndtn gives
- Giving held roughly steady from 2022 to 2025 (−19%). Method
- In 2025 it paid out 100% of its IRS minimum distribution (the 5% rule). 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 $48K (2025) to $60K (2022). In 2025 it made 7 grants totaling $48K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Brunswick Education Foundation Lawrenceville, VA | Scholarships | $16,933 |
| Greensville County Education Founda Emporia, VA | Scholarships | $16,933 |
| Lawrenceville UMC Lawrenceville, VA | General Use | $5,806 |
| Independence UMC Lawrenceville, VA | General Use | $2,903 |
| Edgerton UMC Lawrenceville, VA | General Use | $1,935 |
| Waverly UMC Waverly, VA | General Use | $1,935 |
| Round Hill Cemetery Association Emporia, VA | General Use | $1,935 |
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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 | $1,000,493 | $70,892 | $75,844 | $48,380 | 7 | $48,380 | $60,403 | $48,313 |
| 2024 | $995,557 | $52,329 | $67,520 | $50,100 | 7 | $50,100 | $53,948 | $48,381 |
| 2023 | $999,596 | $82,045 | $68,707 | $52,600 | 7 | $52,600 | $80,640 | $50,010 |
| 2022 | $998,073 | $19,831 | $79,631 | $60,000 | 7 | $60,000 | $36,961 | $48,018 |
| 2021 | $1,058,177 | $110,727 | $75,523 | $54,584 | 7 | $54,584 | $110,727 | $59,911 |
| 2020 | $1,022,973 | $75,987 | $61,171 | $50,000 | 7 | — | $75,987 | $53,085 |
| 2019 | $1,107,884 | $116,815 | $78,138 | $60,000 | 7 | — | $100,511 | $50,178 |
Under IRS private-foundation payout rules, The Turner and Louise Lundy Fndtn reported a distributable amount of $48K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Turner and Louise Lundy Fndtn is led by Russell A. Lundy II, President since 2020 (on filings since 2019); none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Russell A. Lundy II
President
President & Treasurer → President, 2020
On filings since 2019
No compensation reported
Katha Ann S. Miller
Secretary
On filings since 2019
No compensation reported
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.
Frequently asked questions about The Turner and Louise Lundy Fndtn
How much does The Turner and Louise Lundy Fndtn give each year?
The Turner and Louise Lundy Fndtn gave $48K across 7 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 7 grants.
What is The Turner and Louise Lundy Fndtn's typical grant size?
The Turner and Louise Lundy Fndtn's median grant in 2025 was $2,903, and its average grant was $6,911, across 7 grants on its 2025 IRS Form 990-PF.
Where does The Turner and Louise Lundy Fndtn give grants?
The Turner and Louise Lundy Fndtn gives mostly in Virginia: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Lawrenceville, VA (4 grants) and Emporia, VA (2 grants).
Does The Turner and Louise Lundy Fndtn give general operating support?
Yes: 71% of The Turner and Louise Lundy Fndtn's 2025 grants with a stated purpose (5 of 7) were for general or operating support, per its 2025 IRS Form 990-PF.
Who are The Turner and Louise Lundy Fndtn's largest grantees?
The Turner and Louise Lundy Fndtn's largest 2025 grantees include Brunswick Education Foundation ($16,933), Greensville County Education Founda ($16,933) and Lawrenceville UMC ($5,806), according to its 2025 IRS Form 990-PF. Together they received 82% of its itemized 2025 grant dollars.
How large is The Turner and Louise Lundy Fndtn?
The Turner and Louise Lundy Fndtn reported $1.0M in total assets on its 2025 IRS Form 990-PF. It paid out $48K in qualifying distributions that year, against a required minimum of $48K (roughly 5% of its investment assets).
What is The Turner and Louise Lundy Fndtn's EIN?
The Turner and Louise Lundy Fndtn's EIN (Employer Identification Number) is 54-1526783. 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
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 9, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 12, 2026)
- Added Form 990-PF for fiscal year 2019 (received by the IRS July 23, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 20, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 16, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 8, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 16, 2024)
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