Nonprofit · EIN 54-1526783
THE TURNER AND LOUISE LUNDY FOUNDATION
Tax-exempt · CHARLOTTE, NC 28262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $70,892 | $75,844 | -$4,952 | $1,000,493 | $0 | $1,000,493 |
| December 31, 2024 | 990-PF | $52,329 | $67,520 | -$15,191 | $995,557 | $0 | $995,557 |
| December 31, 2023 | 990-PF | $82,045 | $68,707 | $13,338 | $999,596 | $0 | $999,596 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $43,753
- Net gain from sales of assets
- $27,139
Expenses
- Grants and similar amounts paid
- $48,380
- Disbursements for charitable purposes
- $48,380
- Excise tax on investment income
- $840
Balance sheet and other
- Total assets, start of year
- $995,557
- Total assets, end of year
- $1,000,493
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,000,493
- Fair market value of assets
- $1,214,966
- Qualifying distributions
- $48,380
- Net investment income
- $60,403
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 |
|---|---|---|---|
| RUSSELL A LUNDY II 24 WHITETAIL RUN, BRACEY, VA 23919 | PRESIDENT/TR | 0 | $0 |
| KATHA ANN S MILLER 5106 DRY BREAD ROAD, EMPORIA, VA 23847 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUSSELL A LUNDY II 24 WHITETAIL RUN, BRACEY, VA 23919 | PRESIDENT/TR | 0 | $0 |
| KATHA ANN S MILLER 5106 DRY BREAD ROAD, EMPORIA, VA 23847 | SECRETARY | 0 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUSSELL A LUNDY II 24 WHITETAIL RUN, BRACEY, VA 23919 | PRESIDENT/TR | 0 | $0 |
| KATHA ANN S MILLER 5106 DRY BREAD ROAD, EMPORIA, VA 23847 | SECRETARY | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1525 W W T HARRIS BLVD, CHARLOTTE, NC 28262-8522
- In care of
- % WELLS FARGO BANK NA TRUST TAX DEP
- Signed the 990-PF
- RUSSELL A LUNDY II, PRESIDENT/TREASURER
- Phone
- (434) 917-1179
- Return prepared by
- CREEDLE JONES & ASSOCIATES PC
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
- 54-1526783
- 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
- 1990
- Accounting year ends
- December
- Files
- Form 990-PF
- Assets (IRS master file)
- $1,000,493
- Income (IRS master file)
- $347,298
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $70,892 | $75,844 | $1,000,493 | IRS |
| 990-PF | December 2024 | $52,329 | $67,520 | $995,557 | IRS |
| 990-PF | December 2023 | $82,045 | $68,707 | $999,596 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | 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 54-1526783).
Questions about THE TURNER AND LOUISE LUNDY FOUNDATION
- What is the EIN of THE TURNER AND LOUISE LUNDY FOUNDATION?
- The employer identification number (EIN) of THE TURNER AND LOUISE LUNDY FOUNDATION is 54-1526783.
- Is THE TURNER AND LOUISE LUNDY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1990.
- Are donations to THE TURNER AND LOUISE LUNDY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THE TURNER AND LOUISE LUNDY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THE TURNER AND LOUISE LUNDY 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 THE TURNER AND LOUISE LUNDY 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 THE TURNER AND LOUISE LUNDY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does THE TURNER AND LOUISE LUNDY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $70,892, expenses of $75,844 and total assets of $1,000,493 at year end.
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