Nonprofit · EIN 81-3628242
LI & LIU FAMILY FOUNDATION
Tax-exempt · SAN MATEO, CA 94401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $1,264,210 | $160,733 | $1,103,477 | $2,510,663 | $0 | $2,510,663 |
| August 31, 2024 | 990-PF | $19,984 | $109,850 | -$89,866 | $1,928,719 | $0 | $1,928,719 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $416,798
- Dividends
- $12,087
- Interest
- $553
- Net gain from sales of assets
- $834,640
- Other income
- $132
Expenses
- Grants and similar amounts paid
- $149,669
- Disbursements for charitable purposes
- $149,669
- Excise tax on investment income
- $11,777
Balance sheet and other
- Total assets, start of year
- $1,928,719
- Total assets, end of year
- $2,510,663
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,510,663
- Fair market value of assets
- $3,671,572
- Qualifying distributions
- $149,669
- Net investment income
- $847,280
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZHUYUAN LIU 222 6TH AVENUE 302, SAN MATEO, CA 94401 | CFO | 3 | $0 |
| YUE LI 222 6TH AVENUE 302, SAN MATEO, CA 94401 | CEO | 3 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ZHUYUAN LIU 215 VERANO DR, LOS ALTOS, CA 94022 | CFO | 10 | $0 |
| YUE LI 215 VERANO DR, LOS ALTOS, CA 94022 | CEO | 20 | $0 |
Address and contacts
- Address (IRS master file)
- 222 6TH AVE STE 302, SAN MATEO, CA 94401-7112
- Signed the 990-PF
- ZHUYUAN LIU, CFO
- Phone
- (408) 694-8918
- Return prepared by
- SALLMANN YANG & ALAMEDA
California records
California keeps its own records of charities and corporations. Search them by EIN 81-3628242 or by the name LI & LIU FAMILY 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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-PF on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-PF on file |
IRS record
- EIN
- 81-3628242
- 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
- 2017
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $2,510,663
- Income (IRS master file)
- $2,485,722
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $1,264,210 | $160,733 | $2,510,663 | XML |
| 990-PF | August 2024 | $19,984 | $109,850 | $1,928,719 | XML |
| 990-PF | August 2023 | -$87,871 | $66,771 | $1,258,163 | IRS |
| 990-PF | August 2022 | – | – | – | IRS |
| 990-PF | August 2021 | – | – | – | IRS |
| 990-PF | August 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 81-3628242).
Questions about LI & LIU FAMILY FOUNDATION
- What is the EIN of LI & LIU FAMILY FOUNDATION?
- The employer identification number (EIN) of LI & LIU FAMILY FOUNDATION is 81-3628242.
- Is LI & LIU FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2017.
- Are donations to LI & LIU FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LI & LIU FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LI & LIU FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LI & LIU FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended August 2025.
- Who are the officers and directors of LI & LIU FAMILY FOUNDATION?
- The 990-PF for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does LI & LIU FAMILY FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $1,264,210, expenses of $160,733 and total assets of $2,510,663 at year end.
Other nonprofits in SAN MATEO
- HELEN AND SANFORD DILLER FAMILY FOUNDATION EIN 81-3945624 · last filed 990-PF for 2024
- BASZUCKI FAMILY FOUNDATION EIN 32-0660398 · last filed 990-PF for 2024
- WITH FOUNDATION EIN 73-1644863 · last filed 990-PF for 2025
- GINN FAMILY FOUNDATION EIN 68-0636598 · last filed 990-PF for 2024
- GREENE VAN ARSDALE FOUNDATION EIN 94-3254854 · last filed 990-PF for 2025
- FRANKLIN TEMPLETON CHARITABLE FOUNDATION INC EIN 31-1738146 · last filed 990-PF for 2025
- DENNIS AND GLORIA OBRIEN FOUNDATION EIN 52-2390855 · last filed 990-PF for 2025
- HILLSDALE HIGH SCHOOL FOUNDATION INC EIN 87-0800728 · last filed 990 for 2025
All nonprofits in SAN MATEO · California · Philanthropy, voluntarism and grantmaking foundations