Nonprofit · EIN 87-3313651
LU FAMILY FOUNDATION
Tax-exempt · BELLEVUE, WA 98015
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $20,276 | $15,356 | $4,920 | $385,883 | $0 | $385,883 |
| December 31, 2024 | 990-PF | $37,254 | $13,846 | $23,408 | $308,704 | $0 | $308,704 |
| December 31, 2023 | 990-PF | $10,398 | $16,611 | -$6,213 | $191,749 | $0 | $191,749 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $157
- Interest
- $21
- Net gain from sales of assets
- $20,098
Expenses
- Grants and similar amounts paid
- $13,500
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $14,201
- Excise tax on investment income
- $279
Balance sheet and other
- Total assets, start of year
- $308,704
- Total assets, end of year
- $385,883
- Total liabilities, end of year
- $0
- Net assets, end of year
- $385,883
- Fair market value of assets
- $385,883
- Qualifying distributions
- $14,201
- Net investment income
- $20,098
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sophia Lu P O Box 40007, Bellevue, WA 98015 | Officer | 5 | $0 |
| Roberto Lu P O Box 40007, Bellevue, WA 98015 | Officer | 1 | $0 |
| Winifred Lu P O Box 40007, Bellevue, WA 98015 | Director | 2 | $0 |
| Patricia Lu P O Box 40007, Bellevue, WA 98015 | Director | 0.5 | $0 |
| Stephanie Lu P O Box 40007, Bellevue, WA 98015 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sophia Lu P O Box 40007, Bellevue, WA 98015 | Officer | 2 | $0 |
| Roberto Lu P O Box 40007, Bellevue, WA 98015 | Officer | 1 | $0 |
| Winifred Lu P O Box 40007, Bellevue, WA 98015 | Director | 0.5 | $0 |
| Patricia Lu P O Box 40007, Bellevue, WA 98015 | Director | 0.5 | $0 |
| Stephanie Lu P O Box 40007, Bellevue, WA 98015 | Director | 0.5 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sophia Lu P O Box 40007, Bellevue, WA 98015 | Officer | 2 | $0 |
| Roberto Lu P O Box 40007, Bellevue, WA 98015 | Officer | 1 | $0 |
| Winifred Lu P O Box 40007, Bellevue, WA 98015 | Director | 0.5 | $0 |
| Patricia Lu P O Box 40007, Bellevue, WA 98015 | Director | 0.5 | $0 |
| Stephanie Lu P O Box 40007, Bellevue, WA 98015 | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 40007, BELLEVUE, WA 98015-4007
- In care of
- % SOPHIA LU
- Signed the 990-PF
- Sophia Lu, Officer
- Phone
- (425) 985-8839
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 87-3313651
- 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
- 2022
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $385,883
- Income (IRS master file)
- $87,899
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $20,276 | $15,356 | $385,883 | XML |
| 990-PF | December 2024 | $37,254 | $13,846 | $308,704 | XML |
| 990-PF | December 2023 | $10,398 | $16,611 | $191,749 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | 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 87-3313651).
Questions about LU FAMILY FOUNDATION
- What is the EIN of LU FAMILY FOUNDATION?
- The employer identification number (EIN) of LU FAMILY FOUNDATION is 87-3313651.
- Is LU FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2022.
- 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 2026 (the year ending December 31, 2026) is due May 17, 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 December 2025.
- Who are the officers and directors of LU FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LU FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $20,276, expenses of $15,356 and total assets of $385,883 at year end.
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