Nonprofit · EIN 37-2081596
LU CHARITABLE FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $418,505 | $236,053 | $182,452 | $4,096,513 | $0 | $4,096,513 |
| December 31, 2024 | 990-PF | $93,199 | $251,583 | -$158,384 | $3,914,061 | $0 | $3,914,061 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $98,397
- Net gain from sales of assets
- $320,108
Expenses
- Grants and similar amounts paid
- $203,000
- Disbursements for charitable purposes
- $203,000
- Excise tax on investment income
- $5,359
Balance sheet and other
- Total assets, start of year
- $3,914,061
- Total assets, end of year
- $4,096,513
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,096,513
- Fair market value of assets
- $4,804,666
- Qualifying distributions
- $203,000
- Net investment income
- $418,505
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WING YEE WAYNE LU 447 Sutter St Suite 506-1233, San Francisco, CA 94108 | CHAIR & TREASURER | 1 | $0 |
| TSUI YING YUEN 447 Sutter St Suite 506-1233, San Francisco, CA 94108 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| WING YEE WAYNE LU 18 BARTOL STREET SUITE 1233, San Francisco, CA 94133 | CHAIR & TREASURER | 1 | $0 |
| TSUI YING YUEN 18 BARTOL STREET SUITE 1233, San Francisco, CA 94133 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 447 SUTTER ST STE 506 # 1233, SAN FRANCISCO, CA 94108-4619
- In care of
- % WING YEE WAYNE LU
- Signed the 990-PF
- WING YEE WAYNE LU, CHAIR
- Phone
- (415) 662-3133
- Return prepared by
- A&A Accounting and Tax Services LLC
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 37-2081596
- 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
- 2024
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $4,096,513
- Income (IRS master file)
- $10,338,611
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $418,505 | $236,053 | $4,096,513 | IRS |
| 990-PF | December 2024 | $93,199 | $251,583 | $3,914,061 | IRS |
| 990-PF | December 2023 | $4,072,627 | $182 | $4,072,445 | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about LU CHARITABLE FOUNDATION
- What is the EIN of LU CHARITABLE FOUNDATION?
- The employer identification number (EIN) of LU CHARITABLE FOUNDATION is 37-2081596.
- Is LU CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2024.
- Are donations to LU CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LU CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LU CHARITABLE 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 LU CHARITABLE 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 LU CHARITABLE FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LU CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $418,505, expenses of $236,053 and total assets of $4,096,513 at year end.
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All nonprofits in SAN FRANCISCO · California · Philanthropy, voluntarism and grantmaking foundations