Nonprofit · EIN 46-3927235
LUMOS CHARITABLE FOUNDATION
Tax-exempt · SAN JOSE, CA 95129
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $64,820 | $34,710 | $30,110 | $785,758 | $70 | $785,688 |
| September 30, 2024 | 990-PF | $82,080 | $39,016 | $43,064 | $743,038 | $130 | $742,908 |
| September 30, 2023 | 990-PF | $12,982 | $31,353 | -$18,371 | $671,008 | $29 | $670,979 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $18,228
- Interest
- $9
- Net gain from sales of assets
- $46,583
Expenses
- Grants and similar amounts paid
- $27,737
- Disbursements for charitable purposes
- $33,244
- Excise tax on investment income
- $901
Balance sheet and other
- Total assets, start of year
- $743,038
- Total assets, end of year
- $785,758
- Total liabilities, end of year
- $70
- Net assets, end of year
- $785,688
- Fair market value of assets
- $785,758
- Qualifying distributions
- $33,244
- Net investment income
- $64,820
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS LU 6176 COUNTESS DR, SAN JOSE, CA 95129 | CEO | 5 | $0 |
| SHERRY MO 6176 COUNTESS DR, SAN JOSE, CA 95129 | CFO & Secretary | 5 | $0 |
990-PF for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS LU 6176 COUNTESS DR, SAN JOSE, CA 95129 | CEO | 5 | $0 |
| SHERRY MO 6176 COUNTESS DR, SAN JOSE, CA 95129 | CFO & Secretary | 5 | $0 |
990-PF for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THOMAS LU 6176 COUNTESS DR, SAN JOSE, CA 95129 | CEO | 5 | $0 |
| SHERRY MO 6176 COUNTESS DR, SAN JOSE, CA 95129 | CFO & Secretary | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 6176 COUNTESS DR, SAN JOSE, CA 95129-4010
- In care of
- % THOMAS LU
- Signed the 990-PF
- THOMAS LU, CEO
- Phone
- (408) 368-6261
- Return prepared by
- CHOU & CCH ACCOUNTANCY CORP
California records
California keeps its own records of charities and corporations. Search them by EIN 46-3927235 or by the name LUMOS CHARITABLE 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990-PF on file |
IRS record
- EIN
- 46-3927235
- 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
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $785,758
- Income (IRS master file)
- $1,829,835
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $64,820 | $34,710 | $785,758 | XML |
| 990-PF | September 2024 | $82,080 | $39,016 | $743,038 | XML |
| 990-PF | September 2023 | $12,982 | $31,353 | $671,008 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | 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 46-3927235).
Questions about LUMOS CHARITABLE FOUNDATION
- What is the EIN of LUMOS CHARITABLE FOUNDATION?
- The employer identification number (EIN) of LUMOS CHARITABLE FOUNDATION is 46-3927235.
- Is LUMOS CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to LUMOS CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUMOS CHARITABLE FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUMOS CHARITABLE FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LUMOS CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of LUMOS CHARITABLE FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LUMOS CHARITABLE FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $64,820, expenses of $34,710 and total assets of $785,758 at year end.
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