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The Lu Family Foundation at a glance

· Private foundation

The Lu Family Foundation

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$6k
Granted FY2025still arriving
4
Grants FY2025still arriving
1
States reached
$5k
Largest
01What it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
01What it funds
0194% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Education$6kRecreation & Sports$5kHealth$5kReligion$1kArts & Culture$1kYouth Development$1kPhilanthropy$900Other$0
02FY2025 · 4 grants

Where the money goes

Grants by size, and the largest recipients.

$1,000
Median grant
1
States reached
$247k
Total assets
Largest grants
RecipientAmount
LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH$4,500
YOUTH ON COURSE$1,000
FRIENDS OF THE LOS GATOS PUBLIC LIBRARY$572
USA SHIN YAT TONG MORAL SOCIETY INC$80
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 (FY17–25) land where the poverty rate runs at 9%, against an area that typically sits at 7%. 100% of its dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%JOY CULTURE FOUNDATION: $1k → 7%LUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $5k → 8%UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: $3k → 10%USA SHIN YAT TONG MORAL SOCIETY INC: $600 → 10%YOUTH ON COURSE: $1k → 12%American Junior Golf Association: $600 → 7%KARS 4 KIDS INC: $900 → 11%LOS GATOS EDUCATION: $2k → 8%UNIVERSITY OF CALIFORNIA BERKELEY F: $2k → 10%USA SHIN YAT TONG MORAL SOCIETY INC: $80 → 10%CALVARY CHURCH OF LOS GATOS: $626 → 8%California Alumni Association: $60 → 10%Golf For Life Academy: $2k → 8%GOLF FOR LIFE ACADEMY: $2k → 8%FRIENDS OF THE LOS GATOS PUBLIC LIBRARY: $630 → 8%FRIENDS OF THE LOS GATOS PUBLIC LIBRARY: $572 → 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.

51%of every dollar goes to organizations it has funded before.
$11k · 4 repeat orgs$11k to everyone else

Grantees it renews have grown median revenue +39% since the first grant, against +14% for those funded once.

4 repeat relationships: 2 still active in FY2025, 2 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

4
7

Total granted

$11k
$5k

Median revenue growth · since first grant

+39%
+14%

Still filing today

75%
57%

New vs renewed · share of each year

In FY2025, 11% of grant dollars renewed an existing relationship; $6k went to new ones.

50%100%’17’18’23’24’25
RenewedFirst-time

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

’17’18’23’24’25
EducationRecreation & SportsHealthArts & CulturePhilanthropyOther
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

  • UO
    UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION
    2× · 2017–2018 · $5k · revenue +189%
  • FO
    FRIENDS OF LOS GATOS PUBLIC LIBRARY
    2× · 2024–2025 · $1k · revenue +11%
  • US
    USA SHIN YAT TONG MORAL SOCIETY INC
    2× · 2024–2025 · $680 · revenue +39%

Funded once

  • IG
    Individual grant recipient
    one grant, 2023 · $2k
  • TJ
    THE JOY CULTURE FOUNDATION
    one grant, 2024 · $1k · revenue -35%
  • K4
    KARS 4 KIDS INC
    one grant, 2024 · $900 · revenue +14%
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
The Scga Foundation

The mission of the scga junior golf foundation is to develop an inclusive golf community that enables kids to thrive on and beyond the course. we believe that every kid in southern california, no matter their circumstance, should have the…

Recreation & Sports
2
Uc Chinese Alumni Foundation
—
3
San Francisco Golf Club

The organization is an exempt social club under irc section 501(c)(7) whose program service activities are organized & operated substantially for the pleasure & recreation of its members. all programs of the club are related to the purpose…

—
4
Hkanc Scholarship Foundation

The foundation's sole activity is the awarding of scholarships to undergraduate and graduate university students of high academic distinction. this is based on the belief that investing in today's youth will help to ensure that students…

Philanthropy
5
Uc Law Sf Foundation

To advance the academic and reputational success of uc college of the law, san francisco ("the college") through collaborative and impactful fundraising initiatives.

Education
6
Southern California Golf Association

Southern california golf association's mission is to promote the game of golf.

—
7
Ucla Foundation

The ucla foundation is the giving, receiving, and investing arm of the ucla campus. the foundation enables private donors to help build, sustain and advance one of the world's finest academic and research institutions. private philanthropy…

Education
8
Uc Press Foundation

The university of california press foundation (incorporated in 1981) is dedicated to raising philanthropic support and community visibility to ensure the long-term sustainability of uc press.

Arts & Culture
9
Ucsf Foundation Investment Company

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

Education
10
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
11
The Uc Davis Foundation

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

Education
12
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
How this is measured
The grantee most central to the portfolio’s shape is California Alumni Association; the most unlike its peers is Usa Shin Yat Tong Moral Society Inc. 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

9 grantees tracked through their own filings, 2017–2026.

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 2026, not grant rows in a single year, so this will not match the grant count on the cover. 9 of the 13 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)
0
Early backer (in before they grew)
9/9
Grantees still filing
6/9
Grew since first funded

Where the money sits, by cause and then by grantee

Golf For Life Academy: $4,420 · OtherGolf For Life AcademyIndividual grant recipient: $2,100 · OtherIndividual grant recipientNCGA FOUNDATION: $1,000 · OtherNCGA FOUNDATIONUSA SHIN YAT TONG MORAL SOCIETY INC: $680 · OtherUSA SHIN YAT TONG MORAL SOCIETY INCCALVARY CHURCH OF LOS GATOS: $626 · OtherCALVARY CHURCH OF LOS GATOS+1 more: $200 · OtherUNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: $5,000 · EducationUNIVERSITY OF CALIFORNIA BERKEL…FRIENDS OF LOS GATOS PUBLIC LIBRARY: $1,202 · EducationFRIENDS OF LOS GATOS PUBLIC LIB…+1 more: $60 · EducationLUCILE PACKARD FOUNDATION FOR CHILDREN'S HEALTH: $4,500 · HealthLUCILE PACKARD FOUNDAT…THE JOY CULTURE FOUNDATION: $1,000 · Arts & CultureKARS 4 KIDS INC: $900 · PhilanthropyAmerican Junior Golf Association Inc: $600 · Recreation & Sports
Other$9,026Education$6,262Health$4,500Arts & Culture$1,000Philanthropy$900Recreation & Sports$600

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

25%50%75%100%$100k$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetUNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION: $5,000 over 2y, 0.0% of budgetFRIENDS OF LOS GATOS PUBLIC LIBRARY: $1,202 over 2y, 0.9% of budgetNCGA FOUNDATION: $1,000 over 1y, 0.0% of budgetTHE JOY CULTURE FOUNDATION: $1,000 over 1y, 0.1% of budgetKARS 4 KIDS INC: $900 over 1y, 0.0% of budgetUSA SHIN YAT TONG MORAL SOCIETY INC: $680 over 2y, 0.1% of budgetAmerican Junior Golf Association Inc: $600 over 1y, 0.0% of budgetCALIFORNIA ALUMNI ASSOCIATION: $60 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 The Lu Family Foundation funds: left to right is the share of its income from government, bottom to top the share from The Lu Family Foundation. 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%1%3%4%5%share of the org’s income from government →median 0%
  • Kars 4 Kids Inc: 0% of income from government
no gov moneyreceives it· size = income
0get no government money at all
1report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–5%
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 13 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

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home