Nonprofit · EIN 94-3383219
LU FAMILY FOUNDATION
Tax-exempt · MONTE SERENO, CA 95030
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990-PF | -$48,697 | $9,585 | -$58,282 | $247,247 | $8,500 | $238,747 |
| November 30, 2024 | 990-PF | -$28,683 | $8,840 | -$37,523 | $305,529 | $8,500 | $297,029 |
| November 30, 2023 | 990-PF | -$123,232 | $9,413 | -$132,645 | $343,052 | $8,500 | $334,552 |
Financial details: 990-PF for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $572
- Dividends
- $420
- Interest
- $1,863
- Net gain from sales of assets
- -$51,552
Expenses
- Grants and similar amounts paid
- $6,152
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $9,490
- Excise tax on investment income
- $31
Balance sheet and other
- Total assets, start of year
- $305,529
- Total assets, end of year
- $247,247
- Total liabilities, end of year
- $8,500
- Net assets, end of year
- $238,747
- Fair market value of assets
- $189,493
- Qualifying distributions
- $9,490
- Net investment income
- $2,283
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUBY LU 15432 BANYAN LANE, MONTE SERENO, CA 95030 | PRESIDENT & CEO | 2 | $0 |
990-PF for the year ended November 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUBY LU 15432 BANYAN LANE, MONTE SERENO, CA 95030 | PRESIDENT & CEO | 2 | $0 |
990-PF for the year ended November 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RUBY LU 15432 BANYAN LANE, MONTE SERENO, CA 95030 | PRESIDENT & CEO | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 15432 BANYAN LN, MONTE SERENO, CA 95030-2110
- In care of
- % SHENG LU
- Signed the 990-PF
- RUBY LU, PRESIDENT & CEO
- Phone
- (510) 825-9922
- Return prepared by
- ERIC ZHANG & ASSOCIATES LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3383219 or by the name LU 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990-PF on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-3383219
- 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
- 2001
- Accounting year ends
- November
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $247,247
- Income (IRS master file)
- $4,884,704
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2025 | -$48,697 | $9,585 | $247,247 | XML |
| 990-PF | November 2024 | -$28,683 | $8,840 | $305,529 | XML |
| 990-PF | November 2023 | -$123,232 | $9,413 | $343,052 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 94-3383219).
Questions about LU FAMILY FOUNDATION
- What is the EIN of LU FAMILY FOUNDATION?
- The employer identification number (EIN) of LU FAMILY FOUNDATION is 94-3383219.
- Is LU FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to LU FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does LU FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of LU FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LU FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2025.
- Who are the officers and directors of LU FAMILY FOUNDATION?
- The 990-PF for the year ended November 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does LU FAMILY FOUNDATION have?
- On its 990-PF for the year ended November 30, 2025 it reported revenue of -$48,697, expenses of $9,585 and total assets of $247,247 at year end.
Other nonprofits in MONTE SERENO
- CHEN AND TAI FAMILY FOUNDATION EIN 33-2141613 · last filed 990-PF for 2024
- MARIUCCI FAMILY FOUNDATION EIN 45-2781738 · last filed 990 for 2025
- HINMAN CHARITABLE FOUNDATION EIN 77-0496541 · last filed 990-PF for 2024
- LAZARES FAMILY FOUNDATION EIN 77-0587687 · last filed 990-PF for 2025
- GODFREY FAMILY FOUNDATION EIN 77-0557817 · last filed 990-PF for 2025
- BECKLAM K FOUNDATION EIN 88-1137471 · last filed 990-PF for 2025
- FMCK LEE FOUNDATION EIN 46-1461715 · last filed 990-PF for 2026
- PIN-WEI & GRACE CHEN CHARITABLE FOUNDATION EIN 77-0471801 · last filed 990-PF for 2025
All nonprofits in MONTE SERENO · California · Philanthropy, voluntarism and grantmaking foundations