Lui And Wan Foundation

New York, NY
Tax-exempt since March 2002
EIN: 13-4161117

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$269k (2024)

Expenses

$616k (2024)

Total Assets

$8.27M (2024)

Total Liabilities

$42.3k (2024)

Source: Form 990 tax filings from 2012 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Feb.
2024

Revenue

$268,742

Expenses

$616,174

Net Income

-$347,432

Net Assets

$8,232,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$301,774	> 100%
Sales of Assets	-$33,032
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$570,000	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,274,459
Total Liabilities	$42,300
Net Assets	$8,232,159

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Director)	$0	$0
Lawrence Lui (President)	$0	$0
Yvonne Lui (Secretary)	$0	$0
Deborah Chan (Director)	$0	$0
Flora R Si (Director)	$0	$0
David Lefer (Treasurer)	$0	$0
Julia Martin (Director)	$0	$0

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990-PF

Filed on Dec. 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2023

Revenue

$364,255

Expenses

$1,438,368

Net Income

-$1,074,113

Net Assets

$8,579,591

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$312,848	85.9%
Sales of Assets	$51,407	14.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,382,500	96.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,609,041
Total Liabilities	$29,450
Net Assets	$8,579,591

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Director)	$0	$0
Lawrence Lui (President)	$0	$0
Yvonne Lui (Secretary)	$0	$0
Deborah Chan (Director)	$0	$0
Flora R Si (Director)	$0	$0
David Lefer (Treasurer)	$0	$0
Julia Martin (Director)	$0	$0

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990-PF

Filed on Jan. 16, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2022

Revenue

$951,257

Expenses

$164,999

Net Income

$786,258

Net Assets

$9,653,704

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$309,244	32.5%
Sales of Assets	$642,013	67.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,000	82.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,673,154
Total Liabilities	$19,450
Net Assets	$9,653,704

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Treasurer)	$0	$0
Lawrence Lui (President)	$0	$0
Yvonne Lui (Secretary)	$0	$0
Deborah Chan (Director)	$0	$0
Flora R Si (Director)	$0	$0
David Lefer (Director)	$0	$0
Julia Martin (Director)	$0	$0

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990-PF

Filed on Jan. 17, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2021

Revenue

$430,222

Expenses

$739,639

Net Income

-$309,417

Net Assets

$8,867,446

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$330,555	76.8%
Sales of Assets	$99,667	23.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$706,200	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,888,096
Total Liabilities	$20,650
Net Assets	$8,867,446

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Treasurer)	$0	$0
Lawrence Lui (President)	$0	$0
Yvonne Lui (Secretary)	$0	$0
Deborah Chan (Director)	$0	$0
Flora R Si (Director)	$0	$0
David Lefer (Director)	$0	$0
Julia Martin (Director)	$0	$0

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990-PF

Filed on Jan. 18, 2022

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Fiscal Year Ending Feb.
2020

Revenue

$470,718

Expenses

$607,895

Net Income

-$137,177

Net Assets

$9,176,863

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$364,358	77.4%
Sales of Assets	$106,360	22.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$565,250	93.0%
Compensation of Officers*	$12,000	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,186,963
Total Liabilities	$10,100
Net Assets	$9,176,863

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Treasurer)	$2,000	$0
Lawrence Lui (President)	$2,000	$0
Yvonne Lui (Secretary)	$2,000	$0
Deborah Chan (Director)	$2,000	$0
Flora R Si (Director)	$2,000	$0
David Lefer (Director)	$1,000	$0
Julia Martin (Director)	$1,000	$0

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990-PF

Filed on Jan. 14, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2019

Revenue

$621,746

Expenses

$782,620

Net Income

-$160,874

Net Assets

$9,314,040

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$379,747	61.1%
Sales of Assets	$241,999	38.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$758,200	96.9%
Compensation of Officers*	$10,000	1.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,323,540
Total Liabilities	$9,500
Net Assets	$9,314,040

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Treasurer)	$2,000	$0
Lawrence Lui (President)	$2,000	$0
Yvonne Lui (Secretary)	$2,000	$0
Deborah Chan (Director)	$2,000	$0
Flora R Si (Director)	$2,000	$0

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990-PF

Filed on Nov. 12, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2018

Revenue

$563,110

Expenses

$1,667,081

Net Income

-$1,103,971

Net Assets

$9,474,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$430,702	76.5%
Sales of Assets	$132,408	23.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,633,075	98.0%
Compensation of Officers*	$9,000	0.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,484,914
Total Liabilities	$10,000
Net Assets	$9,474,914

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Treasurer)	$2,000	$0
Lawrence Lui (President)	$2,000	$0
Deborah Chan (Director)	$2,000	$0
Flora R Si (Director)	$2,000	$0
Yvonne Lui (Secretary)	$1,000	$0

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990-PF

Filed on Nov. 13, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2017

Revenue

$686,442

Expenses

$800,508

Net Income

-$114,066

Net Assets

$10,578,885

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$527,473	76.8%
Sales of Assets	$158,969	23.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$777,100	97.1%
Compensation of Officers*	$4,500	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,588,885
Total Liabilities	$10,000
Net Assets	$10,578,885

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Treasurer)	$1,000	$0
Lawrence Lui (President)	$1,000	$0
Yvonne Lui (Secretary)	$1,000	$0
Deborah Chan (Director)	$1,000	$0
Flora R Si (Director)	$500	$0

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990-PF

Filed on July 21, 2017

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Fiscal Year Ending Feb.
2016

Revenue

$1,290,774

Expenses

$1,147,859

Net Income

$142,915

Net Assets

$10,692,951

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$710,883	55.1%
Interest Revenue	$0
Dividends	$534,791	41.4%
Sales of Assets	$45,100	3.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,117,600	97.4%
Compensation of Officers*	$5,000	0.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,702,951
Total Liabilities	$10,000
Net Assets	$10,692,951

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Treasurer)	$1,000	$0
Lawrence Lui (President)	$1,000	$0
Yvonne Lui (Secretary)	$1,000	$0
Deborah Chan (Director)	$1,000	$0
Flora R Si (Director)	$1,000	$0

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990-PF

Filed on Sept. 7, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2015

Revenue

$2,396,761

Expenses

$2,546,070

Net Income

-$149,309

Net Assets

$10,550,036

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,764,517	73.6%
Interest Revenue	$0
Dividends	$540,136	22.5%
Sales of Assets	$92,108	3.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,512,928	98.7%
Compensation of Officers*	$5,000	0.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,561,036
Total Liabilities	$11,000
Net Assets	$10,550,036

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Treasurer)	$1,000	$0
Lawrence Lui (President)	$1,000	$0
Yvonne Lui (Secretary)	$1,000	$0
Deborah Chan (Director)	$1,000	$0
Flora R Si (Director)	$1,000	$0

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990-PF

Filed on Oct. 2, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2014

Revenue

$1,617,470

Expenses

$1,553,954

Net Income

$63,516

Net Assets

$10,699,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,013,181	62.6%
Interest Revenue	$0
Dividends	$546,466	33.8%
Sales of Assets	$57,823	3.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,518,800	97.7%
Compensation of Officers*	$5,000	0.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,705,345
Total Liabilities	$6,000
Net Assets	$10,699,345

Compensation

Key Employees and Officers	Compensation	Other
Livia Wan Lui (Treasurer)	$1,000	$0
Lawrence Lui (President)	$1,000	$0
Yvonne Lui (Secretary)	$1,000	$0
Deborah Chan (Director)	$1,000	$0
Flora R Si (Director)	$1,000	$0

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990-PF

Filed on Oct. 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2013

Revenue

$659,727

Expenses

$519,837

Net Income

$139,890

Net Assets

$10,635,829

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$536,656	81.3%
Sales of Assets	$123,071	18.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$506,000	97.3%
Compensation of Officers*	$5,000	1.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,640,829
Total Liabilities	$5,000
Net Assets	$10,635,829

990-PF

Filed on Dec. 6, 2013

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Feb.
2012

Revenue

$9,809,305

Expenses

$720,429

Net Income

$9,088,876

Net Assets

$10,495,939

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$9,444,766	96.3%
Interest Revenue	$0
Dividends	$299,708	3.1%
Sales of Assets	$64,831	0.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$703,000	97.6%
Compensation of Officers*	$4,500	0.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,500,739
Total Liabilities	$4,800
Net Assets	$10,495,939

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Lui And Wan Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $269k (2024)

Expenses $616k (2024)

Total Assets $8.27M (2024)

Total Liabilities $42.3k (2024)

Tax Filings by Year

Fiscal Year Ending Feb. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Feb. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$269k (2024)

Expenses

$616k (2024)

Total Assets

$8.27M (2024)

Total Liabilities

$42.3k (2024)

Fiscal Year Ending Feb.
2024

Fiscal Year Ending Feb.
2023

Fiscal Year Ending Feb.
2022

Fiscal Year Ending Feb.
2021

Fiscal Year Ending Feb.
2020

Fiscal Year Ending Feb.
2019

Fiscal Year Ending Feb.
2018

Fiscal Year Ending Feb.
2017

Fiscal Year Ending Feb.
2016

Fiscal Year Ending Feb.
2015

Fiscal Year Ending Feb.
2014

Fiscal Year Ending Feb.
2013

Fiscal Year Ending Feb.
2012

Fiscal Year Ending Feb.
2011

Fiscal Year Ending Feb.
2010

Fiscal Year Ending Feb.
2009

Fiscal Year Ending Feb.
2008

Fiscal Year Ending Feb.
2007

Fiscal Year Ending Feb.
2006

Fiscal Year Ending Feb.
2005

Fiscal Year Ending Feb.
2004

Fiscal Year Ending Feb.
2003

Fiscal Year Ending Feb.
2002