Lu Family Foundation

Monte Sereno, CA
Tax-exempt since March 2001
EIN: 94-3383219

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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 Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

−$123k (2023)

Expenses

$9.41k (2023)

Total Assets

$343k (2023)

Total Liabilities

$8.5k (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 Nov.
2023

Revenue

-$123,232

Expenses

$9,413

Net Income

-$132,645

Net Assets

$334,552

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,978
Dividends	$1,071
Sales of Assets	-$126,281
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$4,395	46.7%
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	$343,052
Total Liabilities	$8,500
Net Assets	$334,552

Compensation

Key Employees and Officers	Compensation	Other
Ruby Lu (President & Ceo)	$0	$0

990-PF

Filed on April 14, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2022

Revenue

-$620

Expenses

$14,312

Net Income

-$14,932

Net Assets

$467,197

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$269
Dividends	$627
Sales of Assets	-$1,516
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,286	9.0%
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	$475,697
Total Liabilities	$8,500
Net Assets	$467,197

Compensation

Key Employees and Officers	Compensation	Other
Ruby Lu (President & Ceo)	$0	$0

990-PF

Filed on Oct. 11, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2021

Revenue

$23,625

Expenses

$6,292

Net Income

$17,333

Net Assets

$482,129

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$114	0.5%
Sales of Assets	$22,045	93.3%
Other Income	$1,466	6.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,680	26.7%
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	$490,629
Total Liabilities	$8,500
Net Assets	$482,129

Compensation

Key Employees and Officers	Compensation	Other
Ruby Lu (President & Ceo)	$0	$0

990-PF

Filed on Aug. 26, 2022

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

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Schedules ▼

XML

Fiscal Year Ending Nov.
2020

Revenue

-$24,770

Expenses

$10,899

Net Income

-$35,669

Net Assets

$464,796

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$324
Dividends	$46
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,722	25.0%
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	$473,296
Total Liabilities	$8,500
Net Assets	$464,796

Compensation

Key Employees and Officers	Compensation	Other
Ruby Lu (President & Ceo)	$0	$0

990-PF

Filed on Sept. 14, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2019

Revenue

$13,172

Expenses

$38,215

Net Income

-$25,043

Net Assets

$500,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,002	15.2%
Dividends	$462	3.5%
Sales of Assets	$10,708	81.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,180	3.1%
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	$508,965
Total Liabilities	$8,500
Net Assets	$500,465

Compensation

Key Employees and Officers	Compensation	Other
Ruby Lu (President & Ceo)	$0	$0

990-PF

Filed on Oct. 15, 2020

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2018

Revenue

$79,764

Expenses

$48,732

Net Income

$31,032

Net Assets

$525,910

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,760	2.2%
Dividends	$416	0.5%
Sales of Assets	$77,588	97.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$31,108	63.8%
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	$534,410
Total Liabilities	$8,500
Net Assets	$525,910

Compensation

Key Employees and Officers	Compensation	Other
Ruby Lu (President & Ceo)	$0	$0

990-PF

Filed on Oct. 16, 2019

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

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Schedules ▼

PDF XML

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Fiscal Year Ending Nov.
2017

Revenue

$180,290

Expenses

$15,421

Net Income

$164,869

Net Assets

$494,878

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$120,000	66.6%
Interest Revenue	$332	0.2%
Dividends	$130	0.1%
Sales of Assets	$59,828	33.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$6,540	42.4%
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	$494,878
Total Liabilities	$0
Net Assets	$494,878

Compensation

Key Employees and Officers	Compensation	Other
Ruby Lu (President & Ceo)	$0	$0

990-PF

Filed on Oct. 16, 2018

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

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Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2016

Revenue

$182,553

Expenses

$63,679

Net Income

$118,874

Net Assets

$330,009

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$180,000	98.6%
Interest Revenue	$0
Dividends	$31	0.0%
Sales of Assets	$2,522	1.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$62,401	98.0%
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	$333,144
Total Liabilities	$3,135
Net Assets	$330,009

Compensation

Key Employees and Officers	Compensation	Other
Ruby Lu (President & Ceo)	$0	$0

990-PF

Filed on April 8, 2018

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2015

Revenue

$29,602

Expenses

$4,111

Net Income

$25,491

Net Assets

$242,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	84.5%
Interest Revenue	$0
Dividends	$30	0.1%
Sales of Assets	$4,572	15.4%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,524	61.4%
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	$245,553
Total Liabilities	$3,175
Net Assets	$242,378

Compensation

Key Employees and Officers	Compensation	Other
Sheng Lu (President & Ceo)	$0	$0

990-PF

Filed on July 12, 2017

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Nov.
2014

Revenue

$87,571

Expenses

$72,894

Net Income

$14,677

Net Assets

$216,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$50,000	57.1%
Interest Revenue	$0
Dividends	$0
Sales of Assets	$37,571	42.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,806	99.9%
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	$236,573
Total Liabilities	$19,686
Net Assets	$216,887

Compensation

Key Employees and Officers	Compensation	Other
Ruby Lu (President & Ceo)	$0	$0

990-PF

Filed on July 2, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Nov.
2013

Revenue

-$4,590

Expenses

$27,210

Net Income

-$31,800

Net Assets

$202,210

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$44,000
Interest Revenue	$0
Dividends	$214
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$25,123	92.3%
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	$205,208
Total Liabilities	$2,998
Net Assets	$202,210

990-PF

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

PDF

Fiscal Year Ending Nov.
2012

Revenue

-$82,658

Expenses

$25,798

Net Income

-$108,456

Net Assets

$234,010

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$16,000
Interest Revenue	$0
Dividends	$464
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$21,671	84.0%
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	$237,422
Total Liabilities	$3,412
Net Assets	$234,010

990-PF

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

PDF

Fiscal Year Ending Nov.
2011

Revenue

$178,836

Expenses

$99,141

Net Income

$79,695

Net Assets

$342,466

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$135,000	75.5%
Interest Revenue	$0
Dividends	$486	0.3%
Sales of Assets	$43,350	24.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$99,141	100%
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	$342,466
Total Liabilities	$0
Net Assets	$342,466

990-PF

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

PDF

PDF (2 of 2)

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

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Lu Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue −$123k (2023)

Expenses $9.41k (2023)

Total Assets $343k (2023)

Total Liabilities $8.5k (2023)

Tax Filings by Year

Fiscal Year Ending Nov. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Nov. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Nov. 2011

Revenue

−$123k (2023)

Expenses

$9.41k (2023)

Total Assets

$343k (2023)

Total Liabilities

$8.5k (2023)

Fiscal Year Ending Nov.
2023

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2022

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2021

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2020

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2019

Fiscal Year Ending Nov.
2018

Fiscal Year Ending Nov.
2017

Fiscal Year Ending Nov.
2016

Fiscal Year Ending Nov.
2015

Fiscal Year Ending Nov.
2014

Fiscal Year Ending Nov.
2013

Fiscal Year Ending Nov.
2012

Fiscal Year Ending Nov.
2011

Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
2008

Fiscal Year Ending Nov.
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Fiscal Year Ending Nov.
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