Nonprofit · EIN 13-4161117
LUI AND WAN FOUNDATION
Tax-exempt · NEW YORK, NY 10016
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990-PF | $701,662 | $643,831 | $57,831 | $8,311,190 | $21,200 | $8,289,990 |
| February 29, 2024 | 990-PF | $268,742 | $616,174 | -$347,432 | $8,274,459 | $42,300 | $8,232,159 |
| February 28, 2023 | 990-PF | $364,255 | $1,438,368 | -$1,074,113 | $8,609,041 | $29,450 | $8,579,591 |
Financial details: 990-PF for the year ended February 28, 2025
Revenue
- Dividends
- $270,611
- Net gain from sales of assets
- $431,051
Expenses
- Grants and similar amounts paid
- $595,000
- Compensation of officers, directors and key employees
- $12,000
- Disbursements for charitable purposes
- $595,000
- Excise tax on investment income
- $8,669
Balance sheet and other
- Total assets, start of year
- $8,274,459
- Total assets, end of year
- $8,311,190
- Total liabilities, end of year
- $21,200
- Net assets, end of year
- $8,289,990
- Fair market value of assets
- $10,990,491
- Qualifying distributions
- $595,000
- Net investment income
- $660,513
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LAWRENCE LUI 300 RIVERSIDE DRIVE 7A, NEW YORK, NY 10025 | PRESIDENT | 1 | $2,000 |
| YVONNE LUI 214 E 31 STREET, NEW YORK, NY 10016 | SECRETARY | 1 | $2,000 |
| DEBORAH CHAN 17 ELIZABETH STREET SUITE 403, NEW YORK, NY 10013 | DIRECTOR | 0.5 | $2,000 |
| FLORA R SI 41 ELIZABETH STREET SUITE 502, NEW YORK, NY 10013 | DIRECTOR | 0.5 | $2,000 |
| DAVID LEFER 214 E 31 STREET, NEW YORK, NY 10016 | TREASURER | 0.5 | $2,000 |
| JULIA MARTIN 300 RIVERSIDE DRIVE 7A, NEW YORK, NY 10025 | DIRECTOR | 0.5 | $2,000 |
| LIVIA WAN LUI 343 E 30TH ST 11L, NEW YORK, NY 10016 | DIRECTOR | 0.5 | $0 |
990-PF for the year ended February 29, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIVIA WAN LUI 343 E 30TH ST 11L, NEW YORK, NY 10016 | DIRECTOR | 0 | $0 |
| LAWRENCE LUI 300 RIVERSIDE DRIVE 7A, NEW YORK, NY 10025 | PRESIDENT | 0 | $0 |
| YVONNE LUI 214 E 31 STREET, NEW YORK, NY 10016 | SECRETARY | 0 | $0 |
| DEBORAH CHAN 17 ELIZABETH STREET SUITE 403, NEW YORK, NY 10013 | DIRECTOR | 0 | $0 |
| FLORA R SI 41 ELIZABETH STREET SUITE 502, NEW YORK, NY 10013 | DIRECTOR | 0 | $0 |
| DAVID LEFER 214 E 31 STREET, NEW YORK, NY 10016 | TREASURER | 0 | $0 |
| JULIA MARTIN 300 RIVERSIDE DRIVE 7A, NEW YORK, NY 10025 | DIRECTOR | 0 | $0 |
990-PF for the year ended February 28, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LIVIA WAN LUI 343 E 30TH ST 11L, NEW YORK, NY 10016 | DIRECTOR | 0 | $0 |
| LAWRENCE LUI 300 RIVERSIDE DRIVE 7A, NEW YORK, NY 10025 | PRESIDENT | 0 | $0 |
| YVONNE LUI 214 E 31 STREET, NEW YORK, NY 10016 | SECRETARY | 0 | $0 |
| DEBORAH CHAN 17 ELIZABETH STREET SUITE 403, NEW YORK, NY 10013 | DIRECTOR | 0 | $0 |
| FLORA R SI 41 ELIZABETH STREET SUITE 502, NEW YORK, NY 10013 | DIRECTOR | 0 | $0 |
| DAVID LEFER 214 E 31 STREET, NEW YORK, NY 10016 | TREASURER | 0 | $0 |
| JULIA MARTIN 300 RIVERSIDE DRIVE 7A, NEW YORK, NY 10025 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 343 E 30TH ST APT 11L, NEW YORK, NY 10016-6436
- In care of
- % DEBORAH CHAN
- Signed the 990-PF
- LAWRENCE LUI, PRESIDENT
- Phone
- (212) 689-4939
- Return prepared by
- FLORA R SI CPA 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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990-PF on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990-PF on file |
IRS record
- EIN
- 13-4161117
- 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
- 2002
- Accounting year ends
- February
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $8,311,190
- Income (IRS master file)
- $2,368,160
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | February 2025 | $701,662 | $643,831 | $8,311,190 | XML |
| 990-PF | February 2024 | $268,742 | $616,174 | $8,274,459 | XML |
| 990-PF | February 2023 | $364,255 | $1,438,368 | $8,609,041 | XML |
| 990-PF | February 2022 | – | – | – | IRS |
| 990-PF | February 2021 | – | – | – | IRS |
| 990-PF | February 2020 | – | – | – | IRS |
| 990-PF | February 2019 | – | – | – | 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 13-4161117).
Questions about LUI AND WAN FOUNDATION
- What is the EIN of LUI AND WAN FOUNDATION?
- The employer identification number (EIN) of LUI AND WAN FOUNDATION is 13-4161117.
- Is LUI AND WAN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to LUI AND WAN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUI AND WAN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUI AND WAN FOUNDATION due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUI AND WAN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended February 2025.
- Who are the officers and directors of LUI AND WAN FOUNDATION?
- The 990-PF for the year ended February 28, 2025 lists 7 people; 6 received compensation from the organization, the highest $2,000 (LAWRENCE LUI, PRESIDENT).
- How much revenue does LUI AND WAN FOUNDATION have?
- On its 990-PF for the year ended February 28, 2025 it reported revenue of $701,662, expenses of $643,831 and total assets of $8,311,190 at year end.
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