Nonprofit · EIN 87-2714689
LU AND KU FAMILY FOUNDATION
Tax-exempt · SUNNYVALE, CA 94087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-PF | $4,151 | $41,400 | -$37,249 | $85,310 | $1,008 | $84,302 |
| August 31, 2024 | 990-PF | $3,590 | $15,664 | -$12,074 | $121,551 | $0 | $121,551 |
Financial details: 990-PF for the year ended August 31, 2025
Revenue
- Dividends
- $4,142
- Net gain from sales of assets
- $9
Expenses
- Grants and similar amounts paid
- $2,103
- Disbursements for charitable purposes
- $41,400
- Excise tax on investment income
- $58
Balance sheet and other
- Total assets, start of year
- $121,551
- Total assets, end of year
- $85,310
- Total liabilities, end of year
- $1,008
- Net assets, end of year
- $84,302
- Fair market value of assets
- $114,822
- Qualifying distributions
- $41,400
- Net investment income
- $4,151
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 |
|---|---|---|---|
| EDWARD LU 1669 HOLLENBECK AVE 2-238, SUNNYVALE, CA 94087 | CEO | 0 | $0 |
| CAROL KU LU 1669 HOLLENBECK AVE 2-238, SUNNYVALE, CA 94087 | Secretary | 0 | $0 |
990-PF for the year ended August 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD LU 1669 HOLLENBECK AVE 2-238, SUNNYVALE, CA 94087 | CEO | 0 | $0 |
| CAROL KU LU 1669 HOLLENBECK AVE 2-238, SUNNYVALE, CA 94087 | Secretary | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1669 HOLLENBECK AVE STE 2 PMB 238, SUNNYVALE, CA 94087-5422
- Signed the 990-PF
- EDWARD LU, CEO
- Phone
- (408) 805-5338
- Return prepared by
- ABEST TAX SERVICES INC
California records
California keeps its own records of charities and corporations. Search them by EIN 87-2714689 or by the name LU AND KU 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
- 87-2714689
- 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
- 2022
- Accounting year ends
- August
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $85,310
- Income (IRS master file)
- $34,782
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | August 2025 | $4,151 | $41,400 | $85,310 | XML |
| 990-PF | August 2024 | $3,590 | $15,664 | $121,551 | XML |
| 990-PF | August 2023 | – | – | – | IRS |
| 990-PF | August 2022 | – | – | – | 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 87-2714689).
Questions about LU AND KU FAMILY FOUNDATION
- What is the EIN of LU AND KU FAMILY FOUNDATION?
- The employer identification number (EIN) of LU AND KU FAMILY FOUNDATION is 87-2714689.
- Is LU AND KU FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- Are donations to LU AND KU FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LU AND KU FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LU AND KU 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 LU AND KU 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 LU AND KU 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 LU AND KU FAMILY FOUNDATION have?
- On its 990-PF for the year ended August 31, 2025 it reported revenue of $4,151, expenses of $41,400 and total assets of $85,310 at year end.
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All nonprofits in SUNNYVALE · California · Philanthropy, voluntarism and grantmaking foundations