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Nonprofit · EIN 27-1523268

LEE CHU FAMILY FOUNDATION

Tax-exempt · MILLBRAE, CA 94030

Financials

$58K$50K2022$41K$47K2023$41K$39K2024
Revenue Expenses · by fiscal year end
Financials of LEE CHU FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$40,908$38,741$2,167$25,274$4,110$21,164
October 31, 2024990-PF$41,368$47,012-$5,644$23,161$4,164$18,997
October 31, 2023990-PF$57,880$50,379$7,501$27,443$2,802$24,641
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$40,500
Dividends
$407
Interest
$1

Expenses

Grants and similar amounts paid
$34,600
Disbursements for charitable purposes
$38,736
Excise tax on investment income
$6

Balance sheet and other

Total assets, start of year
$23,161
Total assets, end of year
$25,274
Total liabilities, end of year
$4,110
Net assets, end of year
$21,164
Fair market value of assets
$128,205
Qualifying distributions
$38,736
Net investment income
$408

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.

NameTitleHours / weekCompensation
CHARLES W LEE
251 Willow Avenue, Millbrae, CA 94030
CEO2$0
SUSAN K LEE
251 Willow Avenue, Millbrae, CA 94030
CFO2$0
990-PF for the year ended October 31, 2024: 2 people
NameTitleHours / weekCompensation
CHARLES W LEE
251 Willow Avenue, Millbrae, CA 94030
CEO2$0
SUSAN K LEE
251 Willow Avenue, Millbrae, CA 94030
CFO2$0
990-PF for the year ended October 31, 2023: 2 people
NameTitleHours / weekCompensation
CHARLES W LEE
251 Willow Avenue, Millbrae, CA 94030
CEO2$0
SUSAN K LEE
251 Willow Avenue, Millbrae, CA 94030
CFO2$0

Address and contacts

Address (IRS master file)
251 WILLOW AVE, MILLBRAE, CA 94030-2536
In care of
% CHARLES LEE
Signed the 990-PF
CHARLES LEE, CEO
Phone
(650) 259-8087
Return prepared by
Entholpy EMC Inc

California records

California keeps its own records of charities and corporations. Search them by EIN 27-1523268 or by the name LEE CHU FAMILY FOUNDATION.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

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 yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
27-1523268
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
2010
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$25,274
Income (IRS master file)
$40,908

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$40,908$38,741$25,274XML
990-PFOctober 2024$41,368$47,012$23,161XML
990-PFOctober 2023$57,880$50,379$27,443XML
990-PFOctober 2022–––IRS
990-PFOctober 2021–––IRS
990-PFOctober 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 27-1523268).

Questions about LEE CHU FAMILY FOUNDATION

What is the EIN of LEE CHU FAMILY FOUNDATION?
The employer identification number (EIN) of LEE CHU FAMILY FOUNDATION is 27-1523268.
Is LEE CHU FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2010.
Are donations to LEE CHU FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does LEE CHU FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of LEE CHU FAMILY 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 LEE CHU FAMILY 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 LEE CHU FAMILY FOUNDATION?
The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does LEE CHU FAMILY FOUNDATION have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $40,908, expenses of $38,741 and total assets of $25,274 at year end.

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