The Lu Family Foundation
The Lu Family Foundation is a private foundation, based in Monte Sereno, CA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $247K in total assets. In 2025, it awarded 4 grants totaling $6K. Net investment income was $2K.
The Lu Family Foundation at a glance
In short: The Lu Family Foundation gave $6K across 4 grants in 2025 (avg $2K), mostly in California. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $6,152
- +96.5% vs 2024
- Grants made (2025)
- 4
- +0.0% vs 2024
- Average grant
- $1,538
- +96.5% vs 2024
- Median grant
- $786
- Total assets
- $247,247
- -19.1% vs 2024
- Primary geography
- California (100% 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 The Lu Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2025
The largest 2025 recipient was Lucile Packard Foundation for Children's Health ($5K). Together the top 4 received $6K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 10 grants of 10 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 4 itemized grants.
States
Cities
How The Lu Family Foundation gives
- In 2025 it paid out 94% 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 $3K (2023) to $6K (2025). In 2025 it made 4 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Lucile Packard Foundation for Children's Health Palo Alto, CA | Donations | $4,500 |
| Youth on Course Monterey, CA | Donations | $1,000 |
| Friends of the Los Gatos Public Library Los Gatos, CA | Donations | $572 |
| USA Shin Yat Tong Moral Society Inc San Francisco, CA | Donations | $80 |
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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 | $247,247 | $-48,697 | $9,585 | $6,152 | 4 | $9,490 | $2,240 | $10,044 |
| 2024 | $305,529 | $-28,683 | $8,840 | $3,130 | 4 | $8,825 | $3,074 | $10,339 |
| 2023 | $343,052 | $-123,232 | $9,413 | $2,726 | 2 | $4,395 | $1,050 | $10,666 |
| 2022 | $475,697 | $-620 | $14,312 | — | — | $1,286 | — | $12,543 |
| 2021 | $490,629 | $23,625 | $6,292 | — | — | — | $21,545 | $16,556 |
| 2020 | $473,296 | $-24,770 | $10,899 | — | — | — | — | $16,757 |
Under IRS private-foundation payout rules, The Lu Family Foundation reported a distributable amount of $10K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Lu Family Foundation is led by Ruby Lu, President & CEO on every filing since 2020 — the only officer listed, and uncompensated.
Officers on the 2025 filing
Ruby Lu
President & CEO
On filings since 2020
2 hrs/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 The Lu Family Foundation
How much does The Lu Family Foundation give each year?
The Lu Family Foundation gave $6K across 4 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $3K across 4 grants.
What is The Lu Family Foundation's typical grant size?
The Lu Family Foundation's median grant in 2025 was $786, and its average grant was $1,538, across 4 grants on its 2025 IRS Form 990-PF.
Where does The Lu Family Foundation give grants?
The Lu Family Foundation gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.
Does The Lu Family Foundation give general operating support?
Not in 2025: none of the 4 grants with a stated purpose on The Lu Family Foundation's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donations" (4 grants).
How large is The Lu Family Foundation?
The Lu Family Foundation reported $247K in total assets on its 2025 IRS Form 990-PF. It paid out $9K in qualifying distributions that year, against a required minimum of $10K (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 The Lu Family Foundation's EIN?
The Lu Family Foundation's EIN (Employer Identification Number) is 94-3383219. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 14, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 26, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 13, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS September 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 8, 2026)
- IRS filings on file for fiscal years 2020–2025
Explore Open Grants
Browse active grant opportunities in The Lu Family Foundation's focus areas in our free grants database
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