The Lu Family Foundation | Foundation Profile

GrantBay analyzes IRS Form 990-PF data to help grant seekers find fit funders like The Lu Family Foundation. Data shown is extracted from Form 990-PF filings.

EIN: 94-3383219

Foundation Overview

Based in Monte Sereno, CA, The Lu Family Foundation has awarded 28 grants totaling $84,760 to organizations in California, Georgia and 1 other state, plus international recipients. Individual grants range from $50 to $39,074, with a median award of $950.

Latest Tax Year
2024
Total Giving (all years)
$84,760
Total Assets
$189,493
Median Grant (all grants)
$950

Latest Form 990-PF Snapshot

Total Grants
4
Median Grant
$786
% No Significant Change
3% (vs previous year)
Data extracted from IRS Form 990-PF filings. Last filing year: May 2026

Foundation Intelligence

Advanced analytics and strategic insights to help nonprofit organizations assess grant opportunities and optimize their application strategies

New Applicant Friendliness
Balanced Approach: 50%

2 of 4 recipients (50%) were new grantees. Foundation maintains loyal partnerships while remaining open to qualified new applicants with strong proposals.

Geographic Focus
California

82% of all grants are concentrated in California, demonstrating highly focused geographic giving. This foundation prioritizes deep community impact in its primary service area. Within California, funding concentrates in Los Gatos (52%), Berkeley (17%), Monte Sereno (9%).

Funding Trajectory
+1072%

Strong 1072% growth in annual giving over 10 years indicates expanding philanthropic capacity and increasing opportunities for grant seekers. This upward trajectory suggests growing foundation resources and commitment.

Program Areas
General Purposes

Highly focused on general purposes with 100% of funding dedicated to this sector. This specialization indicates deep expertise and committed investment in the field.

Where is The Money Going?

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Grants & Funding

Analyzing past grantees provides valuable insights into The Lu Family Foundation's funding preferences, organizational priorities, and grant making patterns. This historical data helps potential applicants understand the foundation's strategic focus and identify successful funding approaches.

Name Amount Location Purpose Year
Friends Of The Los Gatos Public Library $572 Los Gatos, CA, US Donations 2024
Usa Shin Yat Tong Moral Society Inc $80 San Francisco, CA, US Donations 2024
Lucile Packard Foundation For Children's Health $4,500 Palo Alto, CA, US Donations 2024
Youth On Course $1,000 Monterey, CA, US Donations 2024
Usa Shin Yat Tong Moral Society Inc $600 San Francisco, CA, US Donations 2023
Joy Culture Foundation $1,000 San Mateo, CA, US Donations 2023
Kars 4 Kids Inc $900 Lakewood, NJ, US Donations 2023
Friends Of The Los Gatos Public Library $630 Los Gatos, CA, US Donations 2023
Los Gatos Education $2,100 Los Gatos, CA, US Donation 2022
Calvary Church Of Los Gatos $626 Los Gatos, CA, US Donation 2022
Los Gatos Education $2,100 Los Gatos, CA, US Donation 2022
Calvary Church Of Los Gatos $626 Los Gatos, CA, US Donation 2022
Golf For Life Academy $2,000 Monte Sereno, CA, US Donation 2017
University Of California Berkeley Foundation $3,000 Berkeley, CA, US Donation 2017
University Of California Berkeley F $2,000 Berkeley, CA, US Donation 2016
Los Gatos High Shool Music Boosters $200 Los Gatos, CA, US Donation 2016
Golf For Life Academy $2,420 Monte Sereno, CA, US Donation 2016
American Junior Golf Association $600 Braselton, GA, US Donation 2016
California Alumni Association $60 Berkeley, CA, US Donation 2016
Los Gatos High Schoolnew Millenium $555 Los Gatos, CA, US Donation 2015
University Of California Berkeley F $2,000 Berkeley, CA, US Donation 2015
Shanghai Jingan Temple $1,000 Shanghai, SHANGHAI, CH Donation 2015
Raymond J Fisher Home And Sch $100 Los Gatos, CA, US Donation 2015
Los Gatos High Shool Music Boosters $1,470 Los Gatos, CA, US Donation 2015
Secondary Measures Temple Five Ming $39,074 Ganzi Zangzu, SICHUAN, CH Donation 2015
Secondary Measures Temple Five Ming $15,022 Ganzi Zangzu, SICHUAN, CH Donation 2015
Rj Fisher Home School Club $475 Los Gatos, CA, US Donation 2014
Los Gatos High School $50 Los Gatos, CA, US Donation 2014

Foundations Similar to The Lu Family Foundation

Discover 5 foundations with comparable assets ($189,111-$189,750), similar grant patterns, and geographic focus in CA that may also align with your organization's funding needs and grant seeking strategy.

Foundation Name Total Assets Typical Grant Size Service Area Similarity Match

EIN: 26-3017311 | 59 grants awarded
$189,521
(≈ Similar)
$1,000
median grant
Sunnyvale, CA
Same state
100%
Excellent match

EIN: 77-0475068 | 11 grants awarded
$189,741
(≈ Similar)
$1,000
median grant
Morgan Hill, CA
Same state
100%
Excellent match

EIN: 13-6114244 | 53 grants awarded
$189,750
(≈ Similar)
$500
median grant
Studio City, CA
Same state
100%
Excellent match

EIN: 81-4744850 | 91 grants awarded
$189,191
(≈ Similar)
$1,500
median grant
San Francisco, CA
Same state
100%
Excellent match

EIN: 27-4205986 | 54 grants awarded
$189,111
(≈ Similar)
$1,000
median grant
Granite Bay, CA
Same state
100%
Excellent match

Contact Information

Official contact details for The Lu Family Foundation as registered with the IRS. These details are essential for grant applications, correspondence, and due diligence processes.

EIN 94-3383219
Website N/A
Address 15432 BANYAN LN Monte Sereno, CA 95030-2110

Key People (1)

Board members, trustees, and key staff who oversee The Lu Family Foundation's grant making decisions and strategic direction. Understanding leadership composition can provide insights into foundation priorities and potential networking opportunities.

President & Ceo Ruby Lu

Forms 990-PF

IRS Form 990-PF filings provide comprehensive financial information, grant details, and operational data. These documents are essential resources for understanding foundation capacity, giving patterns, and strategic priorities.

Form 990-PF Research Tips
  • Review Part XV for detailed grant recipient information and funding purposes
  • Check Part I for total assets, annual giving amounts, and payout requirements
  • Examine Part VIII for key personnel compensation and board structure
  • Look for trends across multiple years to understand giving patterns

About This Foundation Profile

This comprehensive foundation profile for The Lu Family Foundation is powered by Grant Bay's advanced foundation research platform. Our system analyzes IRS Form 990-PF filings, grant histories, and philanthropic patterns to provide nonprofit organizations with actionable intelligence for grant seeking success.

Data Sources & Accuracy

All information is derived from official IRS filings and public records. Grant Bay processes thousands of Form 990-PF documents to extract grant details, financial data, and organizational information. Data accuracy depends on foundation reporting quality and IRS filing completeness.

Research Applications

Use this profile for prospect research, grant strategy development, application preparation, and relationship building. Combine this data with additional research on foundation priorities, application processes, and board member backgrounds for comprehensive grant seeking strategies.

Data Currency: Last updated May 2026 based on IRS Form 990-PF filings. Foundation information reflects most recent available tax year data.