Lo Family Foundation
Lo Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $2.3M in total assets. In 2025, it awarded 1 grant totaling $20K. Net investment income was $181K.
Key facts about Lo Family Foundation
In short: Lo Family Foundation gave $20K across 1 grant in 2025 (avg $20K), mostly in New York. Source: 2025 IRS Form 990-PF.
- EIN
- 84-6892630
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $20,000
- Grants made (2025)
- 1
- Average grant
- $20,000
- Median grant
- $20,000
- Total assets
- $2,259,506
- Primary geography
- New York (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$2.3M
+6.1% YoY
Annual Giving
$20K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$20K
+0.0% YoY
Under IRS private-foundation payout rules, Lo Family Foundation reported a distributable amount of $110K for 2025 — the minimum it must pay out in qualifying distributions.
How Lo Family Foundation gives
- Giving held roughly steady from 2022 to 2025 (−2%). Method
- In 2025 it paid out 25% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
7 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| CORNELL UNIVERSITY Ithaca, NY | UNRESTRICTED GENERAL | $20,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $2,259,506 | $2,130,247 | $479,960 |
| Revenue | $273,921 | $3,040,229 | $5,685 |
| Expenses | $69,593 | $27,264 | $24,418 |
| Qualifying Distributions | $27,140 | $23,307 | $22,457 |
| Net Investment Income | $180,930 | $1,460,740 | $15,119 |
| Distributable Amount | $110,311 | $26,186 | $24,041 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Lo Family Foundation's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Emily S. L. Lo
Trustee
On filings since 2020
1 hr/week
No compensation reported
Patrick C. S. Lo
Trustee
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Lo Family Foundation
How much does Lo Family Foundation give each year?
Lo Family Foundation gave $20K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $20K across 1 grant.
How large is Lo Family Foundation?
Lo Family Foundation reported $2.3M in total assets on its 2025 IRS Form 990-PF. It paid out $27K in qualifying distributions that year, against a required minimum of $110K (roughly 5% of its investment assets).
What is Lo Family Foundation?
Lo Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in Pennington, NJ. It holds $2.3M in total assets as of 2025.
Where does Lo Family Foundation operate?
Lo Family Foundation has awarded grants in California, Hawaii, New York.
What is Lo Family Foundation's EIN?
Lo Family Foundation's EIN (Employer Identification Number) is 84-6892630. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Lo Family Foundation by hand.
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