Lu Family Foundation is a private foundation focused on Education, based in BELLEVUE, WA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $309K in total assets. In 2024, it awarded 5 grants totaling $13K. Net investment income was $10K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$309K
+61.0% YoY
Annual Giving
$13K
+83.1% YoY
Grant Count
5
+25.0% YoY
Avg Grant Size
$3K
+46.5% YoY
About Lu Family Foundation
Based on IRS filings
Lu Family Foundation is a private foundation focused on Education, based in BELLEVUE, WA. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $309K in total assets. In 2024, it awarded 5 grants totaling $13K. Net investment income was $10K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $308,704 | $191,749 | $121,280 |
| Revenue | $37,254 | $10,398 | $101,120 |
| Expenses | $13,846 | $16,611 | $300 |
| Qualifying Distributions | $13,846 | $16,611 | $300 |
| Net Investment Income | $9,729 | $10,398 | — |
| Distributable Amount | $12,668 | $8,426 | $1,643 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 5 recipients in 2024
Grant Size Distribution
9 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Sophia Lu | Officer | 2 | — |
| Roberto Lu | Officer | 1 | — |
| Winifred Lu | Director | 0.5 | — |
| Patricia Lu | Director | 0.5 | — |
| Stephanie Lu | Director | 0.5 | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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