Lu Family Foundation
Lu Family Foundation is a private foundation focused on Education, based in Bellevue, WA. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $386K in total assets. In 2025, it awarded 4 grants totaling $14K. Net investment income was $20K.
Lu Family Foundation at a glance
In short: Lu Family Foundation gave $14K across 4 grants in 2025 (avg $3K), mostly in Wisconsin. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $13,500
- +6.8% vs 2024
- Grants made (2025)
- 4
- -20.0% vs 2024
- Average grant
- $3,375
- +33.5% vs 2024
- Median grant
- $3,750
- Total assets
- $385,883
- +25.0% vs 2024
- Primary geography
- Wisconsin (56% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Lu Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was U of Washington ($5K). Together the top 4 received $14K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 13 grants of 13 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
Cities
How Lu Family Foundation gives
- In 2025 it paid out 85% 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.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2023 to 2025, annual grant giving ranged from $7K (2023) to $14K (2025). In 2025 it made 4 grants totaling $14K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| U of Washington Seattle, WA | Donated to the university for scholarships | $5,000 |
| Literacy Network Madison, WI | Helping adults learn English language and build skills. | $5,000 |
| Marquette University Milwaukee, WI | Donated to University for Scholarships | $2,500 |
| Nucleate Brighton, MA | Helping biotech fellowship funding and training | $1,000 |
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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 | $385,883 | $20,276 | $15,356 | $13,500 | 4 | $14,201 | $20,098 | $16,736 |
| 2024 | $308,704 | $37,254 | $13,846 | $12,645 | 5 | $13,846 | $9,729 | $12,668 |
| 2023 | $191,749 | $10,398 | $16,611 | $6,906 | 4 | $16,611 | $10,398 | $8,426 |
| 2022 | $121,280 | $101,120 | $300 | — | — | $300 | — | $1,643 |
| 2021 | $49,918 | $50,753 | $50 | — | — | $50 | — | — |
Under IRS private-foundation payout rules, Lu Family Foundation reported a distributable amount of $17K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Lu Family Foundation's 2025 filing lists 5 officers; none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Patricia G Lu
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Stephanie H Lu
Director
On filings since 2021
0.5 hrs/week
No compensation reported
Winifred C Lu
Director
On filings since 2021
2 hrs/week
No compensation reported
Roberto F Lu
Officer
On filings since 2021
1 hr/week
No compensation reported
Sophia Lu
Officer
On filings since 2021
5 hrs/week
No compensation reported
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 Family Foundation
How much does Lu Family Foundation give each year?
Lu Family Foundation gave $14K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $13K across 5 grants.
What is Lu Family Foundation's typical grant size?
Lu Family Foundation's median grant in 2025 was $3,750, and its average grant was $3,375, across 4 grants on its 2025 IRS Form 990-PF.
Where does Lu Family Foundation give grants?
Lu Family Foundation gives mostly in Wisconsin: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were Washington (37%) and Massachusetts (7%).
Does Lu Family Foundation give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on Lu Family Foundation's 2025 IRS Form 990-PF were described as general or operating support.
How large is Lu Family Foundation?
Lu Family Foundation reported $386K in total assets on its 2025 IRS Form 990-PF. It paid out $14K in qualifying distributions that year, against a required minimum of $17K (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 is Lu Family Foundation?
Lu Family Foundation is a private foundation focused on Education, based in Bellevue, WA. It holds $386K in total assets as of 2025.
What is Lu Family Foundation's EIN?
Lu Family Foundation's EIN (Employer Identification Number) is 87-3313651. IRS Form 990 filing data is available on this page for 2021–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2021 (received by the IRS April 19, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS March 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS April 20, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 10, 2026)
- IRS filings on file for fiscal years 2021–2025
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