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Nonprofit · EIN 58-6026034

SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND

Tax-exempt · ORLANDO, FL 32891

Financials

$42K$8K2021$8K$17K2023$20K$20K2024$24K$19K2025
Revenue Expenses · by fiscal year end
Financials of SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$24,343$19,327$5,016$252,021$0$252,021
December 31, 2024990-PF$20,265$19,709$556$247,035$0$247,035
December 31, 2023990-PF$8,296$17,377-$9,081$246,465$0$246,465
December 31, 2021990-PF$42,469$7,735$34,734$279,847$0$279,847
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$7,555
Interest
$62
Net gain from sales of assets
$16,324
Other income
$402

Expenses

Grants and similar amounts paid
$9,986
Compensation of officers, directors and key employees
$7,391
Disbursements for charitable purposes
$15,182
Excise tax on investment income
$280

Balance sheet and other

Total assets, start of year
$247,035
Total assets, end of year
$252,021
Total liabilities, end of year
$0
Net assets, end of year
$252,021
Fair market value of assets
$345,477
Qualifying distributions
$15,182
Net investment income
$23,939

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.

NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 328919798
TRUSTEE1$7,391
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 328919798
TRUSTEE1$7,464
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 328919798
TRUSTEE1$3,824
990-PF for the year ended December 31, 2021: 1 people
NameTitleHours / weekCompensation
TRUIST BANK
PO BOX 919798, ORLANDO, FL 328919798
TRUSTEE1$7,706

Address and contacts

Address (IRS master file)
PO BOX 919798, ORLANDO, FL 32891-9798
In care of
% SUNTRUST BANK PCS TAX SERVICES
Signed the 990-PF
TRUIST BANK, DIRECTOR
Phone
(404) 813-2111
Return prepared by
ERNST & YOUNG US LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-6026034
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
1945
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$252,021
Income (IRS master file)
$86,118

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$24,343$19,327$252,021XML
990-PFDecember 2024$20,265$19,709$247,035XML
990-PFDecember 2023$8,296$17,377$246,465XML
990-PFDecember 2022–––IRS
990-PFDecember 2021$42,469$7,735$279,847XML
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 2018–––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 58-6026034).

Questions about SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND

What is the EIN of SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND?
The employer identification number (EIN) of SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND is 58-6026034.
Is SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1945.
Are donations to SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND 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 SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND 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 SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $7,391 (TRUIST BANK, TRUSTEE).
How much revenue does SARAH CORNELIA LUNQUEST TR FBO LUNQUEST MEMORIAL FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $24,343, expenses of $19,327 and total assets of $252,021 at year end.

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