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Nonprofit · EIN 46-7350342

LUNN FAMILY EDUCATIONAL FOUNDATION

Also known as WILLIAM DIXON LUNN JR TTEE

Tax-exempt · TULSA, OK 74103

Financials

$0$12K2023$25K$222024$127K$2K2025
Revenue Expenses · by fiscal year end
Financials of LUNN FAMILY EDUCATIONAL FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$126,787$1,755$125,032$160,704$0$160,704
December 31, 2024990-PF$25,000$22$24,978$35,672$0$35,672
December 31, 2023990-PF$0$12,385-$12,385$10,694$0$10,694
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$126,787

Expenses

Grants and similar amounts paid
$288
Disbursements for charitable purposes
$288

Balance sheet and other

Total assets, start of year
$35,672
Total assets, end of year
$160,704
Total liabilities, end of year
$0
Net assets, end of year
$160,704
Fair market value of assets
$160,704
Qualifying distributions
$288

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
WILLIAM DIXON LUNN JR
320 S BOSTON AVE STE 1130, TULSA, OK 74103
Trustee0$0
DANIEL BISETT JR
4032 E 111TH ST, TULSA, OK 74137
Trustee0$0
JAMES BOATWRIGHT
2068 PAVILION TOWERS CIRCLE, COLUMBIA, SC 29201
Trustee0$0
KATHLEEN BRENNAN
55 HOPE STREET PH 13, BROOKLYN, NY 11211
Trustee0$0
AARON ABRAHAM
2602 FORT DAVID DR, MUSKOGEE, OK 74403
Trustee0$0
CELIA BISETT
4032 E 111TH ST, TULSA, OK 74137
Trustee0$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
WILLIAM DIXON LUNN JR
320 S BOSTON AVE STE 1130, TULSA, OK 74103
Trustee0$0
DANIEL BISETT JR
4032 E 111TH ST, TULSA, OK 74137
Trustee0$0
JAMES BOATWRIGHT
2068 PAVILION TOWERS CIRCLE, COLUMBIA, SC 29201
Trustee0$0
KATHLEEN BRENNAN
55 HOPE STREET PH 13, BROOKLYN, NY 11211
Trustee0$0
AARON ABRAHAM
2602 FORT DAVID DR, MUSKOGEE, OK 74403
Trustee0$0
CELIA BISETT
4032 E 111TH ST, TULSA, OK 74137
Trustee0$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
WILLIAM DIXON LUNN JR
320 S BOSTON AVE STE 1130, TULSA, OK 74103
Trustee0$0
DANIEL BISETT JR
4032 E 111TH ST, TULSA, OK 74137
Trustee0$0
JAMES BOATWRIGHT
2068 PAVILION TOWERS CIRCLE, COLUMBIA, SC 29201
Trustee0$0
KATHLEEN BRENNAN
55 HOPE STREET PH 13, BROOKLYN, NY 11211
Trustee0$0
AARON ABRAHAM
2602 FORT DAVID DR, MUSKOGEE, OK 74403
Trustee0$0
CELIA BISETT
4032 E 111TH ST, TULSA, OK 74137
Trustee0$0

Address and contacts

Address (IRS master file)
320 S BOSTON AVE STE 1130, TULSA, OK 74103-4700
In care of
% CONNER & WINTERS LLP HENRY G WILL
Signed the 990-PF
WILLIAM DIXON LUNN JR, Trustee
Return prepared by
Korte Inc

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
46-7350342
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
2014
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$160,704
Income (IRS master file)
$126,787

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$126,787$1,755$160,704XML
990-PFDecember 2024$25,000$22$35,672XML
990-PFDecember 2023$0$12,385$10,694XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 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 46-7350342).

Questions about LUNN FAMILY EDUCATIONAL FOUNDATION

What is the EIN of LUNN FAMILY EDUCATIONAL FOUNDATION?
The employer identification number (EIN) of LUNN FAMILY EDUCATIONAL FOUNDATION is 46-7350342.
Is LUNN FAMILY EDUCATIONAL FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
Are donations to LUNN FAMILY EDUCATIONAL FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LUNN FAMILY EDUCATIONAL FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LUNN FAMILY EDUCATIONAL 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 LUNN FAMILY EDUCATIONAL 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 LUNN FAMILY EDUCATIONAL FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does LUNN FAMILY EDUCATIONAL FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $126,787, expenses of $1,755 and total assets of $160,704 at year end.

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