Nonprofit · EIN 26-1367852
BIAO & JUNE LU FOUNDATION
Tax-exempt · PALO ALTO, CA 94301
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $145,006 | $90,611 | $54,395 | $399,100 | $11,070 | $388,030 |
| October 31, 2024 | 990-PF | $52,064 | $110,462 | -$58,398 | $353,314 | $19,679 | $333,635 |
| October 31, 2023 | 990-PF | $19,706 | $129,111 | -$109,405 | $397,745 | $5,712 | $392,033 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Dividends
- $2,603
- Interest
- $1,978
- Net gain from sales of assets
- $140,425
Expenses
- Grants and similar amounts paid
- $3,000
- Disbursements for charitable purposes
- $89,875
- Excise tax on investment income
- $2,005
Balance sheet and other
- Total assets, start of year
- $353,314
- Total assets, end of year
- $399,100
- Total liabilities, end of year
- $11,070
- Net assets, end of year
- $388,030
- Fair market value of assets
- $878,772
- Qualifying distributions
- $89,875
- Net investment income
- $145,006
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BIAO LU 555 Bryant Street STE 365, Palo Alto, CA 94301 | CEO | 2 | $0 |
| JUNE SHEN 555 Bryant Street STE 365, Palo Alto, CA 94301 | CFO | 2 | $0 |
990-PF for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BIAO LU 826 Boyce Ave, Palo Alto, CA 94391 | CEO | 2 | $0 |
| JUNE SHEN 826 Boyce Ave, Palo Alto, CA 94391 | CFO | 2 | $0 |
990-PF for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BIAO LU 826 Boyce Ave, Palo Alto, CA 94391 | CEO | 2 | $0 |
| JUNE SHEN 826 Boyce Ave, Palo Alto, CA 94391 | CFO | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 555 BRYANT STREET STE 365, PALO ALTO, CA 94301-1704
- In care of
- % BIAO LU
- Signed the 990-PF
- BIAO LU, CEO
- Phone
- (650) 353-0592
- Return prepared by
- ENTHOLPY EMC INC
California records
California keeps its own records of charities and corporations. Search them by EIN 26-1367852 or by the name BIAO & JUNE LU FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 26-1367852
- 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
- 2008
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $399,100
- Income (IRS master file)
- $540,818
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $145,006 | $90,611 | $399,100 | XML |
| 990-PF | October 2024 | $52,064 | $110,462 | $353,314 | XML |
| 990-PF | October 2023 | $19,706 | $129,111 | $397,745 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 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 26-1367852).
Questions about BIAO & JUNE LU FOUNDATION
- What is the EIN of BIAO & JUNE LU FOUNDATION?
- The employer identification number (EIN) of BIAO & JUNE LU FOUNDATION is 26-1367852.
- Is BIAO & JUNE LU FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
- Are donations to BIAO & JUNE LU FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BIAO & JUNE LU FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BIAO & JUNE LU FOUNDATION due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BIAO & JUNE LU FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of BIAO & JUNE LU FOUNDATION?
- The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BIAO & JUNE LU FOUNDATION have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $145,006, expenses of $90,611 and total assets of $399,100 at year end.
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