LU EDUCATIONAL FOUNDATION: Form 990EZ, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- LU EDUCATIONAL FOUNDATION (EIN 30-0554607)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-03-10
- IRS object ID
- 202200699349200005
- Schema version
- 2021v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-03-10T06:26:26-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300554607 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LU EDUCATIONAL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Mei Chien Lu | InCareOfNm |
| Business Name Control | LUED | BusinessNameControlTxt |
| Foreign Phone | 4087813295 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3486 | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950701486 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mei Chien LU | PersonNm |
| Person Title | president | PersonTitleTxt |
| Signature | 2022-03-10 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Amended Return | Yes (X) | AmendedReturnInd |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $126,297 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $85,000 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $41,297 | InvestmentIncomeAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $126,297 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $1,706 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $1,504 | OtherExpensesTotalAmt |
| Total Expenses | $3,210 | TotalExpensesAmt |
| Excess Or Deficit For Year | $123,087 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $148,532 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | -$145 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $271,474 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,839 | BOYAmt |
| EOY | $2,483 | EOYAmt |
Land And Buildings LandAndBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total Detail OtherAssetsTotalDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $145,355 | BOYAmt |
| EOY | $269,798 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $149,194 | BOYAmt |
| EOY | $272,281 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $662 | BOYAmt |
| EOY | $807 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $148,532 | BOYAmt |
| EOY | $271,474 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | IncorporationStatements:1.Conductseminarsthataredesignedforeducation,cultural,andspiritualwellbeing.2.Makeincentivedonationtosupportself-sustainabledevelopmentinhumanresource. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Currentemphasisofseminartopicsonslowingclimatechangebyenergyefficientelectronicsandsystems.Climatechangeaffectshumanwellbeinginmanyaspects..Theorganizationpreparestheseminarcontents. | $0 | $0 |
| ParticipatesasaSEMI501c6membercompanytoexchangetechnicalknowledgesandsharetrendsandvisions.Alsoplanstosetupdigitalknowledgedistributionplatformswithwebsiteunderconstructions. | $0 | $1,429 |
| CharitabledonationtoWorldVision501c3tosupportthesustainabledevelopmentinunderservedareasforbetterschoolingandlivingconditions. | $0 | $1,706 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $3,135 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mei-Chien Lu | PersonNm |
| Title | president | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 40.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $0 | CompensationAmt |
| Employee Benefit Program | $0 | EmployeeBenefitProgramAmt |
| Expense Account Other Allwnc | $0 | ExpenseAccountOtherAllwncAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Mei-Chien Lu | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 3486 | AddressLine1Txt |
| City | SARATOGA | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 950701486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4087813295 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Related Org Sect527 Org | false | RelatedOrgSect527OrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,000 | CurrentTaxYearAmt |
| Total | $159,580 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $0 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $0 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $0 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $0 | CurrentTaxYearAmt |
| Total | $0 | TotalAmt |
Gross Receipts Non Unrlt Bus GrossReceiptsNonUnrltBusGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $10,682 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $16,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $18,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $41,297 | CurrentTaxYearAmt |
| Total | $95,590 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,297 | CurrentTaxYearAmt |
| Total | $255,170 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,000 | CurrentTaxYearAmt |
| Total | $159,580 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $14,580 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $0 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $30,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $30,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $85,000 | CurrentTaxYearAmt |
| Total | $159,580 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $95,590 | PublicSupportTotal509Amt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $25,262 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $8,596 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $46,477 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $48,538 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $126,297 | CurrentTaxYearAmt |
| Total | $255,170 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.37 | PublicSupportCY509Pct |
| Public Support PY509 | 0.00 | PublicSupportPY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
| Investment Income PY | 0.00 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part III - Line 12 | FormAndLineReferenceDesc |
| Explanation | | Year:, Amount:, Description:| 2017, , | 2018, | 2019, | 2020, | 2021, | | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Item B - Amended Return | filed ePostcard on Jan 23 2022 in error. |
| Doing Business As Names | Monte Rosa Technology |
| Part I, line 10 | | Grants And Similar Amounts Paid:, Amount:| Charitable donation to World Vision, $1706| |
| Part I, line 16 | | Other Expenses:, Amount:| membership fee to SEMI 501c6, $700| renewal fee to registry of charitable trusts, $25| renewal fee to California Corp Agents for representing the non-profit organization, $50| misc fees and expenses, $729| |
| Part I, line 20 | | Explanation:, Amount:| increased liability, $-145| |
| Part II, line 24 | | Explanation:, BOYAmount:, EOYAmount:| savings- dividends paying financial instruments, $16485, $9753| public traded securities, $128870, $260045| |
| Part II, line 26 | | Explanation:, BOYAmount:, EOYAmount:| liability for expenses paid by personal credit cards, $662, $807| |