Lui and Wan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $8.3M in total assets. In 2025, it awarded 4 grants totaling $595K. Net investment income was $624K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$8.3M
+0.4% YoY
Annual Giving
$595K
+4.4% YoY
Grant Count
4
+0.0% YoY
Avg Grant Size
$149K
+4.4% YoY
Under IRS private-foundation payout rules, Lui and Wan Foundation reported a distributable amount of $513K for 2025 — the minimum it must pay out in qualifying distributions.
About Lui and Wan Foundation
Based on IRS filings
Lui and Wan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $8.3M in total assets. In 2025, it awarded 4 grants totaling $595K. Net investment income was $624K.
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 | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $8,311,190 | $8,274,459 | $8,609,041 |
| Revenue | $701,662 | $268,742 | $364,255 |
| Expenses | $643,831 | $616,174 | $1,438,368 |
| Qualifying Distributions | $595,000 | $570,000 | $1,382,500 |
| Net Investment Income | $623,682 | $215,949 | $260,325 |
| Distributable Amount | $512,854 | $464,253 | $471,235 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
Grant Size Distribution
21 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Nyu School of Medicine ($500,000), Alliance Development of Theatre Art ($35,000), Speyer Legacy School ($35,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALLIANCE DEVELOPMENT OF THEATRE ART NEW YORK, NY | SCHOLARSHIPS | $35,000 |
| NYU SCHOOL OF MEDICINE NEW YORK, NY | SCHOLARSHIP FUND | $500,000 |
| CHINESE AMERICAN PLANNING COUCIL NEW YORK, NY | COLLEGE BOUND STUDENT GUIDANCE | $25,000 |
| SPEYER LEGACY SCHOOL NEW YORK, NY | AFTER SCHOOL PROGRAM | $35,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| LIVIA WAN LUI | DIRECTOR | 0.5 | — |
| LAWRENCE LUI | PRESIDENT | 1 | $2,000 |
| YVONNE LUI | SECRETARY | 1 | $2,000 |
| DEBORAH CHAN | DIRECTOR | 0.5 | $2,000 |
| FLORA R SI | DIRECTOR | 0.5 | $2,000 |
| DAVID LEFER | TREASURER | 0.5 | $2,000 |
| JULIA MARTIN | DIRECTOR | 0.5 | $2,000 |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Lui and Wan Foundation?
Lui and Wan Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in NEW YORK, NY. It holds $8.3M in total assets as of 2025.
How large is Lui and Wan Foundation?
As of 2025, Lui and Wan Foundation holds $8.3M in total assets with $702K in annual revenue. It awarded 4 grants totaling $595K in 2025.
Where does Lui and Wan Foundation operate?
Lui and Wan Foundation has awarded grants in California, New Jersey, New York, Pennsylvania, Rhode Island, Virginia.
What size grants does Lui and Wan Foundation award?
In 2025, Lui and Wan Foundation awarded 4 grants totaling $595K — an average of about $149K per grant, based on its IRS Form 990 filings.
How much is Lui and Wan Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Lui and Wan Foundation reported a distributable amount of $513K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Lui and Wan Foundation's EIN?
Lui and Wan Foundation's EIN (Employer Identification Number) is 13-4161117. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Lui and Wan Foundation's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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