LU & WANG FAMILY FOUNDATION INC: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: LU & WANG FAMILY FOUNDATION INC (EIN 87-3789278)
Tax period: 2023-11-01 to 2024-10-31
Filed: 2025-01-20
IRS object ID: 202500209349100515
Schema version: 2023v6.0
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
Form 990-PF
Accounting Fees Schedule
Gain Loss Sale Other Assets Sch
Investments Corp Stock Schedule
Investments Other Schedule2
Legal Fees Schedule
Other Expenses Schedule
Other Increases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2025-01-20T14:52:09-06:00	ReturnTs
Tax Period End	2024-10-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	204851730	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	Entholpy EMC Inc	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	46520 Fremont Blvd	AddressLine1Txt
Address Line2	Ste606	AddressLine2Txt
City	Fremont	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94538	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2023-11-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	873789278	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	Lu & Wang Family Foundation Inc	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
In Care Of	% Yihui Wang	InCareOfNm
Business Name Control	LU&W	BusinessNameControlTxt
Phone	9173868801	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	784 Old Albany Post Road	AddressLine1Txt
City	Garrison	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10524	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	YIHUI WANG	PersonNm
Person Title	CEO	PersonTitleTxt
Phone	9173868801	PhoneNum
Signature	2025-01-20	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	DANMING XU	PreparerPersonNm
PTIN	P00728294	PTIN
Phone	4089962002	PhoneNum
Preparation	2025-01-20	PreparationDt

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$410,289	FMVAssetsEOYAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$3,467	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,467	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$546	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$31,832	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$546	CapGainNetIncmNetInvstIncmAmt
Net ST Capital Gain Adj Net Incm	$546	NetSTCapitalGainAdjNetIncmAmt
Gross Profit Rev And Expnss	$0	GrossProfitRevAndExpnssAmt
Other Income Rev And Expnss	$0	OtherIncomeRevAndExpnssAmt
Total Rev And Expnss	$4,013	TotalRevAndExpnssAmt
Total Net Invst Incm	$4,013	TotalNetInvstIncmAmt
Total Adj Net Incm	$546	TotalAdjNetIncmAmt
Legal Fees Rev And Expnss	$2,955	LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl	$2,955	LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$1,300	AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps	$1,300	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$1,432	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Dsbrs Chrtbl	$1,432	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$552	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$552	TaxesNetInvstIncmAmt
Deprec And Dpltn Rev And Expnss	$0	DeprecAndDpltnRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$7,602	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Dsbrs Chrtbl	$7,602	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$66	OtherExpensesRevAndExpnssAmt
Other Expenses Dsbrs Chrtbl	$66	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$13,907	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$552	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$13,355	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$11,400	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$11,400	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$25,307	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$552	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$24,755	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$21,294	ExcessRevenueOverExpensesAmt
Net Investment Income	$3,461	NetInvestmentIncomeAmt
Adjusted Net Income	$546	AdjustedNetIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$250,468	CashBOYAmt
Cash EOY	$5,435	CashEOYAmt
Cash EOYFMV	$5,435	CashEOYFMVAmt
Sav And Temp Cash Invst EOY	$1,310	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$1,310	SavAndTempCashInvstEOYFMVAmt
Rcvbl From Officers EOY	$0	RcvblFromOfficersEOYAmt
Other Nts And Loans Rcvbl EOY	$0	OtherNtsAndLoansRcvblEOYAmt
US Government Obligations EOY	$0	USGovernmentObligationsEOYAmt
Corporate Stock BOY	$257,729	CorporateStockBOYAmt
Corporate Stock EOY	$226,443	CorporateStockEOYAmt
Corporate Stock EOYFMV	$289,697	CorporateStockEOYFMVAmt
Corporate Bonds EOY	$0	CorporateBondsEOYAmt
Land Bldg Investments EOY	$0	LandBldgInvestmentsEOYAmt
Other Investments EOY	$227,693	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$113,847	OtherInvestmentsEOYFMVAmt
Land EOY	$0	LandEOYAmt
Other Assets BOY	$0	OtherAssetsBOYAmt
Other Assets EOY	$0	OtherAssetsEOYAmt
Other Assets EOYFMV	$0	OtherAssetsEOYFMVAmt
Total Assets BOY	$508,197	TotalAssetsBOYAmt
Total Assets EOY	$460,881	TotalAssetsEOYAmt
Total Assets EOYFMV	$410,289	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$27,478	AccountsPayableBOYAmt
Accounts Payable EOY	$1,455	AccountsPayableEOYAmt
Loans From Officers EOY	$0	LoansFromOfficersEOYAmt
Mortgages And Notes Payable EOY	$0	MortgagesAndNotesPayableEOYAmt
Total Liabilities BOY	$27,478	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$1,455	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Retained Earning BOY	$480,719	RetainedEarningBOYAmt
Retained Earning EOY	$459,426	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$480,719	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$459,426	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$508,197	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$460,881	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$480,719	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$21,294	ExcessRevenueOverExpensesAmt
Other Increases	$1	OtherIncreasesAmt
Subtotal	$459,426	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$459,426	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Field	Value	IRS element (for citing)
Capital Gain Net Income	$546	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	$546	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$48	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$48	SubtotalAmt
Tax Based On Investment Income	$48	TaxBasedOnInvestmentIncomeAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Tax Due	$48	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	false	LegislativePoliticalActyInd
More Than100 Spent	false	MoreThan100SpentInd
Form1120 POL Filed	false	Form1120POLFiledInd
Activities Not Previously Rpt	false	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	false	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Form990 T Filed	false	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (true)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	false	PrivateOperatingFoundationInd
New Substantial Contributors	false	NewSubstantialContributorsInd
Own Controlled Entity	false	OwnControlledEntityInd
Donor Advised Fund	false	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (true)	ComplyWithPublicInspRqrInd

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	Yihui Wang	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	9173868801	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	784 Old Albany Post Road	AddressLine1Txt
City	Garrison	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	10524	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	false	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	false	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	false	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	false	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (true)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	false	TransferAstDisqualifiedPrsnInd
Payment To Government Official	false	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	false	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	false	UncorrectedPriorActsInd
Undistributed Income PY	false	UndistributedIncomePYInd
Undistr Incm Sect4942a2 Not App	false	UndistrIncmSect4942a2NotAppInd
Business Holdings	false	BusinessHoldingsInd
Excess Business Holdings	false	ExcessBusinessHoldingsInd
Jeopardy Investments	false	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	false	UncorrectedPYJeopardyInvstInd
Influence Legislation	false	InfluenceLegislationInd
Influence Election	false	InfluenceElectionInd
Grants To Individuals	false	GrantsToIndividualsInd
Grants To Organizations	false	GrantsToOrganizationsInd
Noncharitable Purpose	false	NoncharitablePurposeInd
Transactions Fail To Qlfy As Exc	false	TransactionsFailToQlfyAsExcInd
Maintained Expenditure Rspns	false	MaintainedExpenditureRspnsInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	false	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	false	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Proceeds Or Net Income	false	ProceedsOrNetIncomeInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
YIHUI WANG
784 Old Albany Post Road	Garrison	NY	10524	CEO	2.000	$0
PING LU
784 Old Albany Post Road	Garrison	NY	10524	CFO	2.000	$0

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
All Other Program Rltd Invst Tot	$0	AllOtherProgramRltdInvstTotAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$267,598	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$12,658	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$181,026	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$461,282	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$461,282	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$6,919	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$454,363	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$22,718	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$22,718	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$48	TaxBasedOnInvestmentIncomeAmt
Total Tax	$48	TotalTaxAmt
Distributable Before Adj	$22,670	DistributableBeforeAdjAmt
Distributable Before Ded	$22,670	DistributableBeforeDedAmt
Distributable As Adjusted	$22,670	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$24,755	ExpensesAndContributionsAmt
Set Aside Cash Distri Test	$0	SetAsideCashDistriTestAmt
Qualifying Distributions	$24,755	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$22,670	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr2	$1,537	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$27,351	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$28,888	TotalExcessDistributionCyovAmt
Qualifying Distributions	$24,755	QualifyingDistributionsAmt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$22,670	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,085	RemainingDistriFromCorpusAmt
Total Corpus	$30,973	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr	$30,973	ExcessDistriCyovToNextYrAmt
Excess From Year2	$1,537	ExcessFromYear2Amt
Excess From Year1	$27,351	ExcessFromYear1Amt
Excess From Current Year	$2,085	ExcessFromCurrentYearAmt

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Field	Value	IRS element (for citing)
Current Year	$0	CurrentYearAmt
Total	$0	TotalAmt

Qualifying Distributions QualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Total Support TotalSupportGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Public Support Type PublicSupportType

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Largest Support From EO LargestSupportFromEOGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Gross Investment Income GrossInvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	YIHUI WANG	ContributingManagerNm
Contributing Manager	PING LU	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Clearwater Marine Aquarium
249 Windward Passage	Clearwater Beach	FL	33767	PC	Charitable	$500
Amigos of Costa Rica
PO Box 748 West Chester	West Chester	PA	19381	PC	Charitable	$1,200
Kids Saving the Rainforest
3790 El Camino Real Ste 206	Palo Alto	CA	94306	PC	Charitable	$1,500
Collegiate School
301 Freedom Pl S	New York	NY	10069	PC	Educational	$3,000
Brazil Foundation
216 East 45th Street Ste 1106	New York	NY	10017	PC	Educational	$100
Hearing Loss Association of America
6116 Executive Blvd Ste 320	Rockville	MD	20852	PC	Charitable	$100
Spence School
22 E 91st Street	New York	NY	10128	PC	Educational	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$11,400	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,467	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$546	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$4,013	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$4,013	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	false	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	false	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	false	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	false	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	false	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	false	ReimbursementArrangementsInd
Loans Or Loan Guarantees	false	LoansOrLoanGuaranteesInd
Performance Of Services Etc	false	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	false	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	false	RelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	CPA Review Report Fee	CategoryTxt
Amt	$1,300	Amt
Disbursements Charitable Prps	$1,300	DisbursementsCharitablePrpsAmt

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Field	Value	IRS element (for citing)
Asset	70 Shares of SPY	AssetDesc
Acquired	2023-09	AcquiredDt
How Acquired	Purchased	HowAcquiredTxt
Sold	2023-12	SoldDt

Purchaser Name PurchaserNameGrp

Field	Value	IRS element (for citing)
Person	12062023	PersonNm

Field	Value	IRS element (for citing)
Gross Sales Price	$31,832	GrossSalesPriceAmt
Basis	$31,286	BasisAmt
Total Net	$546	TotalNetAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	Fidelity Investment AC0400	StockNm
EOY Book Value	$226,443	EOYBookValueAmt
EOYFMV	$289,697	EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
Private Note	AT COST	$227,693	$113,847
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV
	FMV

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Field	Value	IRS element (for citing)
Category	Legal Service Fee	CategoryTxt
Legal Fees	$2,955	LegalFeesAmt
Disbursements Charitable Prps	$2,955	DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Field	Value	IRS element (for citing)
Desc	Office Expenses	Desc
Revenue And Expenses Per Books	$66	RevenueAndExpensesPerBooksAmt
Disbursements Charitable Prps	$66	DisbursementsCharitablePrpsAmt

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Field	Value	IRS element (for citing)
Desc	Rounding Adjustments	Desc
Amt	$1	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Fed State Filling Fee	$225	$225
Bank Fee	$82	$82
Tax Preparation Fee	$1,125	$1,125

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	Income Taxes	CategoryTxt
Amt	$552	Amt
Net Investment Income	$552	NetInvestmentIncomeAmt

LU & WANG FAMILY FOUNDATION INC: Form 990PF, tax year 2023

Return header ReturnHeader

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

Preparer US Address PreparerUSAddress

Filer Filer

Business Name BusinessName

US Address USAddress

Business Officer BusinessOfficerGrp

Preparer Person PreparerPersonGrp

Form 990-PF IRS990PF

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Statements Regarding Acty StatementsRegardingActyGrp

Persons With Books Name PersonsWithBooksName

Location Of Books US Address LocationOfBooksUSAddress

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Minimum Investment Return MinimumInvestmentReturnGrp

Distributable Amount DistributableAmountGrp

PF Qualifying Distributions PFQualifyingDistributionsGrp

Undistributed Income UndistributedIncomeGrp

Private Operating Foundations PrivateOperatingFoundationsGrp

Lessor Adj Net Incm Min Invst Ret LessorAdjNetIncmMinInvstRetGrp

Qualifying Distributions QualifyingDistributionsGrp

Total Assets TotalAssetsGrp

Total Assets Sect4942j3 Bi TotalAssetsSect4942j3BiGrp

Two Thirds Minimum Invst Ret TwoThirdsMinimumInvstRetGrp

Total Support TotalSupportGrp

Public Support Type PublicSupportType

Largest Support From EO LargestSupportFromEOGrp

Gross Investment Income GrossInvestmentIncomeGrp

Supplementary Information SupplementaryInformationGrp

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (7 entries)

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch

Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp

Purchaser Name PurchaserNameGrp

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (20 entries)

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

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