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Lumos Charitable Foundation

  • San Jose, CA
  • Tax-exempt since June 2014
  • EIN: 46-3927235

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

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$82.1k (2024)

Expenses
$39k (2024)

Total Assets
$743k (2024)

Total Liabilities
$130 (2024)

Source: Form 990 tax filings from 2014 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 Sept.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$82,080
Expenses
$39,016
Net Income
$43,064
Net Assets
$742,908
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $7
0.0%
Dividends $14,965
18.2%
Sales of Assets $67,108
81.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $37,637
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 $743,038
Total Liabilities $130
Net Assets $742,908
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on July 29, 2025

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

View Filing
XML

Fiscal Year Ending Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$12,982
Expenses
$31,353
Net Income
-$18,371
Net Assets
$670,979
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $100
0.8%
Dividends $11,410
87.9%
Sales of Assets $1,462
11.3%
Other Income $10
0.1%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,478
97.2%
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 $671,008
Total Liabilities $29
Net Assets $670,979
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on Aug. 9, 2024

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

View Filing
XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$75,099
Expenses
$37,357
Net Income
$37,742
Net Assets
$668,764
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $78
0.1%
Dividends $7,215
9.6%
Sales of Assets $67,806
90.3%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $36,237
97.0%
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 $668,814
Total Liabilities $50
Net Assets $668,764
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on Aug. 9, 2023

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$92,485
Expenses
$43,776
Net Income
$48,709
Net Assets
$731,899
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $21
0.0%
Dividends $16,540
17.9%
Sales of Assets $75,924
82.1%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $41,820
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 $732,949
Total Liabilities $1,050
Net Assets $731,899
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on Aug. 8, 2022

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$59,623
Expenses
$23,596
Net Income
$36,027
Net Assets
$585,371
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $15
0.0%
Dividends $20,872
35.0%
Sales of Assets $38,736
65.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $20,872
88.5%
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 $585,406
Total Liabilities $35
Net Assets $585,371
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on Aug. 5, 2021

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

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$69,895
Expenses
$40,232
Net Income
$29,663
Net Assets
$692,932
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $136
0.2%
Dividends $26,610
38.1%
Sales of Assets $43,149
61.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $38,045
94.6%
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 $694,950
Total Liabilities $2,018
Net Assets $692,932
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on Aug. 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$96,232
Expenses
$31,359
Net Income
$64,873
Net Assets
$588,296
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $41,448
43.1%
Interest Revenue $10
0.0%
Dividends $24,303
25.3%
Sales of Assets $30,456
31.6%
Other Income $15
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $30,037
95.8%
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 $588,814
Total Liabilities $518
Net Assets $588,296
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on Aug. 8, 2019

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$62,777
Expenses
$42,153
Net Income
$20,624
Net Assets
$537,286
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $0
Interest Revenue $20
0.0%
Dividends $15,890
25.3%
Sales of Assets $45,475
72.4%
Other Income $1,392
2.2%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $40,959
97.2%
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 $537,320
Total Liabilities $34
Net Assets $537,286
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on Aug. 7, 2018

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$204,575
Expenses
$24,124
Net Income
$180,451
Net Assets
$561,982
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $20,000
9.8%
Interest Revenue $6
0.0%
Dividends $21,565
10.5%
Sales of Assets $162,378
79.4%
Other Income $626
0.3%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $23,241
96.3%
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 $561,982
Total Liabilities $0
Net Assets $561,982
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on May 9, 2017

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$132,399
Expenses
$7,716
Net Income
$124,683
Net Assets
$386,197
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $99,996
75.5%
Interest Revenue $20
0.0%
Dividends $4,545
3.4%
Sales of Assets $27,781
21.0%
Other Income $57
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $6,714
87.0%
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 $387,147
Total Liabilities $950
Net Assets $386,197
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on May 13, 2016

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$200,431
Expenses
$8,500
Net Income
$191,931
Net Assets
$191,580
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $200,000
99.8%
Interest Revenue $44
0.0%
Dividends $385
0.2%
Sales of Assets $0
Other Income $2
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $8,390
98.7%
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 $191,780
Total Liabilities $200
Net Assets $191,580
Compensation
Key Employees and Officers Compensation Other
Thomas Lu (Ceo) $0 $0
Sherry Mo (Cfo & Secretary) $0 $0

Document Links

990-PF
Filed on May 22, 2015

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

View Filing
PDF XML

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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