LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY
LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY is a private foundation based in Los Altos, California. Its 2025 filing reports grants for STEM education, community support, health, conservation, and other purposes.
LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY at a glance
In short: LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY gave $23K across 18 grants in 2025 (avg $1K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $23,276
- +41.6% vs 2024
- Grants made (2025)
- 18
- +63.6% vs 2024
- Average grant
- $1,293
- -13.4% vs 2024
- Median grant
- $1,200
- Total assets
- $347,426
- -0.0% vs 2024
- Primary geography
- California (64% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026.
How to apply to LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation stated in its 2024 filing that it contributes only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: PO Box 4057, Los Altos, CA 94024
Phone: (408) 781-3295
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Stanford University ($3K). Together the top 10 received $16K.
Organizations only. It also paid 2 grants to individuals ($5,000), which are not listed by name.
Grant Size Distribution
31 grants across all recorded years
The most common grant size was under $50K: 31 grants of 31 (100%).
Geographic Focus
Where this funder awards grants
The 2025 filing’s reported grant dollars went primarily to recipients in California (64%), followed by Washington (10%), Iowa (9%), the District of Columbia (7%), and Florida (5%). These are the recipient-state shares reported in the filing.
Grant Distribution by State
Share of 2025 grant dollars across all 18 itemized grants.
Cities
How LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY gives
- 53% of 2025 grantees were also funded in 2024. Method
- In 2025 it paid out 74% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990 filings (2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $2K (2023) to $23K (2025). In 2025 it made 18 grants totaling $23K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 2 grants to individuals Recipients not named | — | $5,000 |
| Stanford University Stanford, CA | Support educations to prepare students for the future | $2,500 |
| World Vision Tocama, WA | Support the development of under-privileged communities | $2,276 |
| American Red Cross Boone, IA | Prepare the community readiness | $2,000 |
| Second Harvest Food Bank San Jose, CA | Support local under-privileged communities | $2,000 |
| The United Service Organization The USO Washington, DC | Support the globally dispatched military communities onsite for mental and physical support and connectdions to home | $1,200 |
| Wounded Worrior Project WWP Jacksonville, FL | Support mental and physical health to veteran for rehabilitation and career redevelopment | $1,200 |
| Mayo Clinic Rochester, MN | Support Online health information for the public | $1,200 |
| El Camino Health foundation Mountain View, CA | Support the mental health program development | $1,200 |
| Peninsula Open Space Trust Palo Alto, CA | Support efforts in preserving and developing natural lands into Parks or agricultural lands | $1,200 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $347,426 | $30,451 | $30,598 | $23,276 | 18 | $30,414 | $20,130 | $41,249 |
| 2024 | $347,573 | $15,886 | $21,902 | $16,433 | 11 | $27,286 | $11,005 | $32,015 |
| 2023 | $353,468 | $44,593 | $6,478 | $2,411 | 2 | $9,460 | $11,068 | $18,863 |
| 2022 | $314,853 | $46,981 | $4,409 | — | — | — | — | — |
| 2021 | $272,281 | $126,297 | $3,210 | — | — | — | — | — |
Under IRS private-foundation payout rules, LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY reported a distributable amount of $41K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
The available filing does not state a general mission. It describes activities that include supporting two individual recipients to educate science and technology students, supporting conferences and knowledge sharing related to semiconductor technology, and publishing academic work on wide-bandgap semiconductor devices and energy-conversion efficiency.
The 2025 grants also went to organizations working in several fields. For example, World Vision describes its work as addressing poverty and injustice through emergency relief and long-term community development. Second Harvest Food Bank says its mission is to end hunger and malnutrition by educating and involving the community. Peninsula Open Space Trust says it protects open space on the Peninsula and in the South Bay. Mayo Clinic describes its work as providing patient care, education, and research to support health and well-being.
Grantmaking
In filing year 2025, the foundation reported 18 grants totaling $23,276. Grants ranged from $250 to $2,500, with a median grant of $1,200. Its largest reported grants included $2,500 each to two individual recipients, and Stanford University for student education or preparation in science and technology. Other grants included $2,276 to World Vision for community development, $2,000 each to the American Red Cross and Second Harvest Food Bank, and $1,200 each to the USO, Wounded Warrior Project, Mayo Clinic, El Camino Health Foundation, and Peninsula Open Space Trust. SEMI received $1,000 for semiconductor-industry conferences and knowledge sharing.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Mei Chien Lu as President.
LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY is led by Mei Chien Lu, President on every filing since 2023 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Mei Chien Lu
President
On filings since 2023
40 hrs/week
No compensation reported
Former officers (1)
- Former: Mei-Chien Lu (2021–2022) — President
Data from IRS Form 990 filings, 2021–2025. "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 LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY
How much does LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY give each year?
LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY gave $23K across 18 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $16K across 11 grants.
What is LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY's typical grant size?
LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY's median grant in 2025 was $1,200, and its average grant was $1,293, across 18 grants on its 2025 IRS Form 990-PF.
Where does LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY give grants?
LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY gives mostly in California: 64% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Washington (10%) and Iowa (9%). The most frequent recipient cities were Washington, DC (3 grants) and San Jose, CA (2 grants).
Does LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY give general operating support?
Not in 2025: none of the 18 grants with a stated purpose on LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support and develop under privileged communities" (3 grants).
Who are LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY's largest grantees?
LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY's largest 2025 grantees include Stanford University ($2,500), World Vision ($2,276) and American Red Cross ($2,000), according to its 2025 IRS Form 990-PF. It also paid 2 grants to individuals ($5,000), which are not listed by name. Together they received 29% of its itemized 2025 grant dollars.
How large is LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY?
LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY reported $347K in total assets on its 2025 IRS Form 990-PF. It paid out $30K in qualifying distributions that year, against a required minimum of $41K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY fund?
The available filing does not state a general mission. See mission & focus areas ↑
How do I apply for a grant from LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY?
The foundation stated in its 2024 filing that it contributes only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY's EIN?
LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY's EIN (Employer Identification Number) is 30-0554607. IRS Form 990 filing data is available on this page for 2021–2025.
Does LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990 filings. Research dossier generated September 2026.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-EZ for fiscal year 2021 (received by the IRS March 10, 2022)
- Updated Form 990-EZ for fiscal year 2022 (received by the IRS March 1, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 29, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 28, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS March 22, 2026)
- IRS filings on file for fiscal years 2021–2025
Live grants for the work LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY funds
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