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The Lu Foundation

  • Denver, CO
  • Tax-exempt since June 2006
  • EIN: 20-4664674

Organization summary

Type of Nonprofit

Designated as a 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: Educational Institutions and Related Activities / Scholarships, Student Financial Aid Services, Awards (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$286k (2023)

Expenses
$234k (2023)

Total Assets
$3.9M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$285,926
Expenses
$233,604
Net Income
$52,322
Net Assets
$3,895,797
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $33,570
11.7%
Interest Revenue $0
Dividends $145,160
50.8%
Sales of Assets $107,196
37.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $204,000
87.3%
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 $3,895,797
Total Liabilities $0
Net Assets $3,895,797
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2024

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

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$742,744
Expenses
$212,986
Net Income
$529,758
Net Assets
$3,841,348
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $140,249
18.9%
Interest Revenue $36,601
4.9%
Dividends $37,023
5.0%
Sales of Assets $512,043
68.9%
Other Income $16,828
2.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $190,000
89.2%
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 $3,841,348
Total Liabilities $0
Net Assets $3,841,348
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$337,452
Expenses
$181,429
Net Income
$156,023
Net Assets
$3,017,168
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $109,884
32.6%
Interest Revenue $26,599
7.9%
Dividends $40,223
11.9%
Sales of Assets $156,806
46.5%
Other Income $3,940
1.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $162,500
89.6%
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 $3,017,168
Total Liabilities $0
Net Assets $3,017,168
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2022

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$196,533
Expenses
$179,642
Net Income
$16,891
Net Assets
$2,861,144
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $101,638
51.7%
Interest Revenue $17,544
8.9%
Dividends $27,910
14.2%
Sales of Assets $49,441
25.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $153,500
85.4%
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 $2,861,145
Total Liabilities $1
Net Assets $2,861,144
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 12, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$185,538
Expenses
$167,491
Net Income
$18,047
Net Assets
$2,844,253
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $43,153
23.3%
Interest Revenue $80,873
43.6%
Dividends $24,048
13.0%
Sales of Assets $35,553
19.2%
Other Income $1,911
1.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $154,000
91.9%
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 $2,844,254
Total Liabilities $1
Net Assets $2,844,253
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 13, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$190,156
Expenses
$162,261
Net Income
$27,895
Net Assets
$2,826,207
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $69,123
36.4%
Interest Revenue $51,420
27.0%
Dividends $21,765
11.4%
Sales of Assets $39,024
20.5%
Other Income $8,824
4.6%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $152,500
94.0%
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 $2,826,207
Total Liabilities $0
Net Assets $2,826,207
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 25, 2019

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$60,775
Expenses
$165,073
Net Income
-$104,298
Net Assets
$2,798,312
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21,784
35.8%
Dividends $15,408
25.4%
Sales of Assets $17,090
28.1%
Other Income $6,493
10.7%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $154,500
93.6%
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 $2,798,312
Total Liabilities $0
Net Assets $2,798,312
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 8, 2018

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

View Filing
PDF XML
990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$32,733
Expenses
$170,547
Net Income
-$137,814
Net Assets
$3,017,567
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $30,655
93.7%
Interest Revenue $10,873
33.2%
Dividends $10,933
33.4%
Sales of Assets $4,823
14.7%
Other Income -$24,551
Notable Expenses Percent of Total Expenses
Charitable Disbursements $164,500
96.5%
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 $3,017,567
Total Liabilities $0
Net Assets $3,017,567
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 3, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
-$90,494
Expenses
$175,620
Net Income
-$266,114
Net Assets
$3,155,381
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $16,938
Interest Revenue $7,791
Dividends $15,007
Sales of Assets -$130,419
Other Income $189
Notable Expenses Percent of Total Expenses
Charitable Disbursements $168,500
95.9%
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 $3,155,381
Total Liabilities $0
Net Assets $3,155,381
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 14, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$8,658
Expenses
$115,624
Net Income
-$106,966
Net Assets
$3,421,495
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $8,784
> 100%
Dividends $4,557
52.6%
Sales of Assets -$4,683
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $108,500
93.8%
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 $3,421,495
Total Liabilities $0
Net Assets $3,421,495
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Aug. 6, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$1,911,077
Expenses
$93,373
Net Income
$1,817,704
Net Assets
$3,529,033
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $1,882,864
98.5%
Interest Revenue $8,459
0.4%
Dividends $3,108
0.2%
Sales of Assets $16,646
0.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $86,000
92.1%
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 $3,529,033
Total Liabilities $0
Net Assets $3,529,033
Compensation
Key Employees and Officers Compensation Other
C Mike Lu (President) $0 $0
C Maria Lu (Secretary) $0 $0
Y Jeff Lu (Director) $0 $0
Connie Lu (Director) $0 $0
+ View more people

Document Links

990-PF
Filed on Nov. 17, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$34,140
Expenses
$79,156
Net Income
-$45,016
Net Assets
$1,706,907
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,206
59.2%
Interest Revenue $10,843
31.8%
Dividends $3,091
9.1%
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $75,000
94.7%
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 $1,706,908
Total Liabilities $1
Net Assets $1,706,907

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$311,938
Expenses
$78,943
Net Income
$232,995
Net Assets
$1,736,129
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $300,000
96.2%
Interest Revenue $6,169
2.0%
Dividends $3,688
1.2%
Sales of Assets $2,081
0.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $73,500
93.1%
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 $1,736,130
Total Liabilities $1
Net Assets $1,736,129

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF
PDF (2 of 2)

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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