Nonprofit · EIN 93-3935261
LUCAS & LILY FOUNDATION
Tax-exempt · SAN JOSE, CA 95117
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $5,291 | $35,522 | -$30,231 | $97,538 | $0 | $97,538 |
| December 31, 2024 | 990-PF | $99,255 | $43,431 | $55,824 | $128,223 | $0 | $128,223 |
| December 31, 2023 | 990-PF | $71,671 | $100 | $71,571 | $73,914 | $0 | $73,914 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $22
- Interest
- $12
- Net gain from sales of assets
- $5,257
Expenses
- Grants and similar amounts paid
- $3,816
- Disbursements for charitable purposes
- $35,522
Balance sheet and other
- Total assets, start of year
- $128,223
- Total assets, end of year
- $97,538
- Total liabilities, end of year
- $0
- Net assets, end of year
- $97,538
- Fair market value of assets
- $97,538
- Qualifying distributions
- $35,522
- Net investment income
- $5,291
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 |
|---|---|---|---|
| Phuoc Bao Quynh Nguyen 4080 Williams Road, San Jose, CA 951172751 | President & director | 5 | $0 |
| Hai Loc Lu 4080 Williams Road, San Jose, CA 951172751 | Chairman | 1 | $0 |
| LUCAS LU 4080 Williams Road, San Jose, CA 951172751 | Junior Trustee | 1 | $0 |
| LILY LU 4080 Williams Road, San Jose, CA 951172751 | Junior Trustee | 1 | $0 |
990-PF for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAI LOC LU 4080 WILLIAMS RD, San Jose, CA 95117 | CHAIRMAN | 1 | $0 |
| PHUOC BAO QUYNH NGUYEN 4080 WILLIAMS RD, San Jose, CA 95117 | PRESIDENT & SECRETAR | 5 | $0 |
| LUCAS LU 4080 WILLIAMS RD, San Jose, CA 95117 | JR TRUSTEE | 0 | $0 |
| LILY LU 4080 WILLIAMS RD, San Jose, CA 95117 | JR TRUSTEE | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| HAI LOC LU 4080 Williams rd, San Jose, CA 95117 | CHAIRMAN | 0 | $0 |
| PHUOC BAO QUYNH NGUYEN 4080 Williams rd, San Jose, CA 95117 | PRESIDENT SECRETARY | 2 | $0 |
| LUCAS LU 4080 Williams rd, San Jose, CA 95117 | JUNIOR TRUSTEE | 0 | $0 |
| LILY LU 4080 Williams rd, San Jose, CA 95117 | JUNIOR TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 4080 WILLIAMS RD, SAN JOSE, CA 95117-2751
- In care of
- % PHUOC BAO QUYNH NGUYEN
- Signed the 990-PF
- PHUOC BAO QUYNH NGUYEN, PRESIDENT AND SECRETARY
- Website
- irs.com
California records
California keeps its own records of charities and corporations. Search them by EIN 93-3935261 or by the name LUCAS & LILY 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 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
- 93-3935261
- 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
- 2023
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $97,538
- Income (IRS master file)
- $76,057
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $5,291 | $35,522 | $97,538 | IRS |
| 990-PF | December 2024 | $99,255 | $43,431 | $128,223 | IRS |
| 990-PF | December 2023 | $71,671 | $100 | $73,914 | XML |
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 93-3935261).
Questions about LUCAS & LILY FOUNDATION
- What is the EIN of LUCAS & LILY FOUNDATION?
- The employer identification number (EIN) of LUCAS & LILY FOUNDATION is 93-3935261.
- Is LUCAS & LILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2023.
- Are donations to LUCAS & LILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LUCAS & LILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LUCAS & LILY 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 LUCAS & LILY 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 LUCAS & LILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does LUCAS & LILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $5,291, expenses of $35,522 and total assets of $97,538 at year end.
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