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LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY at a glance

· Private foundation

LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY

IncorporationStatements:1.Conductseminarsthataredesignedforeducation,cultural,andspiritualwellbeing.2.Makeincentivedonationtosupportself-sustainabledevelopmentinhumanresource.

$23k
Granted FY2025still arriving
18
Grants FY2025still arriving
6
States reached
$3k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
01100% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2023 to 2025.

Education$13kInternational$9kHealth$7kPublic Safety & Disaster$5kFood & Nutrition$4kEnvironment$3kHuman Services$2k
02FY2025 · 18 grants

Where the money goes

Grants by size, and the largest recipients.

$1,200
Median grant
6
States reached
$347k
Total assets
Largest grants
RecipientAmount
UCLA Development$2,500
Stanford University$2,500
U C Berkeley Engineering$2,500
World Vision$2,276
American Red Cross$2,000
Second Harvest Food Bank$2,000
Wounded Worrior Project WWP$1,200
El Camino Health foundation$1,200
Mayo Clinic$1,200
The United Service Organization The USO$1,200
Peninsula Open Space Trust$1,200
SEMI$1,000
Madera County Food Bank$500
Central California Food Bank$500
Tzu Chi Foundation$500
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Dollar for dollar, its grants (FY24–25) land where the poverty rate runs at 11%, against an area that typically sits at 11%. 35% of its dollars go to grantees based in above-average-need neighborhoods. Its grants skew toward lower-need ZIPs.

area typical 11%Mayo Clinic: $1k → 9%Peninsula Open Space Trust: $1k → 8%U C Berkeley Engineering: $3k → 10%UCLA Development: $3k → 14%Central California Food Bank: $500 → 19%Imperial Valley Food Bank: $500 → 21%Madera County Food Bank: $500 → 22%Union of Concerned Scientists: $250 → 14%Wounded Worrior Project WWP: $1k → 14%Mayo Clinic: $1k → 9%Peninsula Open Space Trust: $1k → 8%U C Berkeley Engineering: $3k → 10%UCLA Development: $3k → 14%Wounded Worrior Project WWP: $1k → 14%SEMI: $1k → 8%SEMI: $950 → 8%El Camino Health foundation: $1k → 8%El Camino Health foundation: $1k → 8%Second Harvest Food Bank: $2k → 8%Second Harvest Food Bank: $500 → 8%Tzu Chi Foundation: $500 → 8%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

90%of every dollar goes to organizations it has funded before.
$24k · 8 repeat orgs$3k to everyone else

Grantees it renews have grown median revenue +22% since the first grant, against 0% for those funded once.

8 repeat relationships: 8 still active in FY2025, 0 since wound down; 6 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

8
6

Total granted

$24k
$3k

Median revenue growth · since first grant

+22%
0%

Still filing today

38%
83%

New vs renewed · share of each year

In FY2025, 83% of grant dollars renewed an existing relationship; $3k went to new ones.

50%100%’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’23’24’25
EnvironmentFood & NutritionHuman ServicesReligionOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • UC
    U C Berkeley Engineering
    2× · 2024–2025 · $5k
  • AN
    American National Red Cross & Its Constituent Chapters and Branches
    3× · 2023–2025 · $5k · revenue +22%
  • SH
    Second Harvest Food Bank
    2× · 2024–2025 · $3k

Funded once

  • CC
    CENTRAL CALIFORNIA FOOD BANK
    one grant, 2025 · $500 · revenue 0%
  • BT
    BUDDHIST TZU CHI FOUNDATION
    one grant, 2025 · $500
  • IV
    IMPERIAL VALLEY FOOD BANKgraduated
    one grant, 2025 · $500 · revenue +127%
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Food Forward Inc

Food forward fights hunger and prevents food waste by rescuing fresh surplus produce, connecting this abundance with people experiencing food insecurity, and inspiring others to do the same.

Food & Nutrition
2
California Association of Food Banks

California association of food banks (cafb) is a non-profit public benefit corporation located in oakland, california. together with its 41-member foodbanks, cafb is the largest charitable hunger-relief and anti-hunger leader in the state.…

Food & Nutrition
3
University of California San Francisco Foundation

Organization's mission ====================== the university of california, san francisco(ucsf) is among the world's leading universities dedicated to advancing health worldwide through biomedical research, graduate-level education in the…

Education
4
United Food Bank

United Food Bank unites communities to alleviate hunger.

Food & Nutrition
5
Califonia State University East Bay Foundation Inc

Csu east bay foundation is an auxiliary organization of california state university east bay and the california state university system. the organization's mission is to provide services that aid, supplement, and advance the educational…

Education
6
The University Foundation At Sacramento State

Raise private resources to advance the mission and priorities of the university and serve as ambassadors in the community. provide stewardship in the prudent investment of resources and ensure the integrity of the foundation through…

Education
7
Uc Santa Barbara Foundation

The uc santa barbara foundation actively works to further the goals of the university of california, santa barbara. the foundation seeks to maintain and nurture the university's quality and distinction. on behalf of the campus, the…

Education
8
The Uc Davis Foundation

The mission of the uc davis foundation is to secure, steward and manage private gifts for uc davis.

Education
9
Cal State East Bay Educational Foundation

To accept and manage restricted and unrestricted gifts benefiting california state university east bay. additionally, the trustees support the university through advocacy, development, personal contributions and counsel to the university's…

Education
10
California Pacific Medical Center Foundation

MISSION STATEMENT: MISSION: CARING FOR OUR PATIENTS FIRST AND OUR PEOPLE ALWAYS. VISION: TO BE THE MOST COMPREHENSIVE, INTEGRATED AND CONNECTED HEALTH SYSTEM FOR GETTING AND STAYING WELL. VALUES: EXCELLENCE - We deliver high-quality,…

Health
11
Ucsf Foundation Investment Company

The organization provides professional investment management services for endowed gifts and financial assets entrusted to the ucsf foundation.

Education
12
California Farm Bureau Federation

To implement policies and develop work programs that will improve the financial well-being and quality of life of california farmers and ranchers.

—
How this is measured
The grantee most central to the portfolio’s shape is Environmental Defense Fund Incorporated; the most unlike its peers is Peninsula Open Space Trust. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

12 grantees tracked through their own filings, 2017–2025.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, not grant rows in a single year, so this will not match the grant count on the cover. 12 of the 18 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
2
Early backer (in before they grew)
12/12
Grantees still filing
5/12
Grew since first funded

Where the money sits, by cause and then by grantee

U C Berkeley Engineering: $5,000 · OtherU C Berkeley EngineeringSecond Harvest Food Bank: $2,500 · OtherSecond Harvest Food BankEl Camino Health foundation: $2,400 · OtherEl Camino Health foundationThe United Service Organization The USO: $2,400 · OtherThe United Service Organization The USOWounded Worrior Project WWP: $2,400 · OtherWounded Worrior Project WWPSEMI: $1,950 · OtherSEMI+2 more: $750 · OtherUCLA FOUNDATION: $5,000 · EducationUCLA FOUNDATIONTHE BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERSITY: $2,500 · EducationTHE BOARD OF TRUSTEE…WORLD VISION INC: $6,170 · InternationalWORLD VISION INCAmerican National Red Cross & Its Constituent Chapters and Branches: $4,500 · Human ServicesAmerican Nat…PENINSULA OPEN SPACE TRUST: $2,400 · EnvironmentENVIRONMENTAL DEFENSE FUND INCORPORATED: $250 · EnvironmentMAYO CLINIC: $2,400 · HealthCENTRAL CALIFORNIA FOOD BANK: $500 · Food & NutritionMadera County Food Bank: $500 · Food & NutritionBUDDHIST TZU CHI FOUNDATION: $500 · Religion
Other$17,400Education$7,500International$6,170Human Services$4,500Environment$2,650Health$2,400Food & Nutrition$1,000Religion$500

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$100Mgrantee revenue →↑ funder's share of their budgetWORLD VISION INC: $6,170 over 3y, 0.0% of budgetUCLA FOUNDATION: $5,000 over 2y, 0.0% of budgetAmerican National Red Cross & Its Constituent Chapters and Branches: $4,500 over 3y, 0.0% of budgetPENINSULA OPEN SPACE TRUST: $2,400 over 2y, 0.0% of budgetMAYO CLINIC: $2,400 over 2y, 0.0% of budgetSEMI: $1,950 over 2y, 0.0% of budgetCENTRAL CALIFORNIA FOOD BANK: $500 over 1y, 0.0% of budgetENVIRONMENTAL DEFENSE FUND INCORPORATED: $250 over 1y, 0.0% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

How much its grantees rely on government

Each dot is one organization LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY funds: left to right is the share of its income from government, bottom to top the share from LU EDUCATIONAL FOUNDATION with a branch MONTE ROSA TECHNOLOGY. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%0%1%3%5%funder's share of their income ↑0%10%20%30%40%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    3report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    ⤢ axis zoomed · 0–40%
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 18 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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    More from the funding graph

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    The regranting layer
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    The endowment market
    who holds foundation money, and what just moved
    The camps
    funders cluster by geography, not ideology
    By state
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