Biao & June Lu Foundation

990PF • Fiscal year 2022 • EIN 26-1367852

Nov 01, 2021 to Oct 31, 2022 • Filed on Sep 13, 2023

Organization Profile

826 Boyce AvenuePalo Alto, CA 94391

(650) 353-0592

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

0.06x

Higher debt load relative to assets than 69% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

75.83x

Higher debt load relative to revenue than 100% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

-20106%

Higher net margin than 1% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Source year 2022

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2022 filings • $500k-$1M nonprofits • Source year 2022

-9.6%

Faster asset growth than 21% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

-99%

Faster revenue growth than 1% of similar nonprofits.

2022 filings • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet

Liabilities / Assets69th percentile

Assets

Down

$534,424

Down $56,665 (-9.6%) from 2021

Net Assets

Down

$501,438

Down $87,461 (-15%) from 2021

Liabilities

$32,986

Up $30,796 (+1406%) from 2021

Revenue And Expenses

Liabilities / Revenue100th percentile Net Margin1st percentile

Revenue

Down

$435

Down $75,052 (-99%) from 2021

Expenses

$87,896

Up $22,990 (+35%) from 2021

Net Income

Down

-$87,461

Down $98,042 (-927%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

Highlighted filing

2022

Assets$534,424

Liabilities$32,986

Net Assets$501,438

Open 2022 Filing

Operations Trend

Revenue Growth1st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

Highlighted filing

2022

Revenue$435

Expenses$87,896

Net Income-$87,461

Open 2022 Filing

Jump To

Filing Snapshot

Filing Period: Nov 1, 2021 to Oct 31, 2022
Signed: Sep 13, 2023
Return Version: 2021v4.2

Compensation and Service Providers

Top Officer Pay57th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
BIAO LU	CEO	-	$0	-	-
JUNE SHEN	CFO	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	UC Berkeley Foundation	Educational	PC	Berkeley, CA, US	$2,000
Paid Grant	Kansas State University Foundation	Educational	PC	Manhattan, KS, US	$500

Filing and Contact Details

Filer

Filer Name: Biao & June Lu Foundation
EIN: 26-1367852
In Care Of: % Biao Lu
Phone: 6503530592
Address: 826 Boyce Avenue, Palo Alto, CA 94391

Signing Officer

Name: Biao Lu
Title: CFO
Phone: 6503530592
Signed: 2023-09-13
Discuss with paid preparer: Yes

Preparer

Firm: Entholpy EMC Inc
Address: 46520 Fremont Blvd, Ste606, Fremont, CA 94538
Preparer: Danming Xu
Phone: 4089962002

Raw XML Appendix330 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path	#	Value
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt	1	2017-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	0	CharleSchwab ST Acct4659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc	1	CharleSchwab LT Acct4659
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	0	102443
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt	1	343863
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	0	94107
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt	1	342397
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm	0	10312022
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/PurchaserNameGrp/PersonNm	1	10222022
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	0	2022-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt	1	2022-10
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	0	-8336
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt	1	-1466
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt	0	96400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt	0	329452
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm	0	Stocks
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt	0	94777
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt	0	Mutual Funds
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt	0	122977
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	0	AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	1	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	2	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	3	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	4	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	5	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	6	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	7	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	8	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	9	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	10	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	11	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	12	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	13	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	14	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	15	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	16	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	17	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	18	FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd	19	FMV
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IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd	0	14
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt	0	-9802
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd	0	18
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt	0	88
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd	0	14
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt	0	435
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt	0	2500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt	0	2500
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt	0	10149
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt	0	10149
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt	0	-87461
IRS990PF/AnalysisOfRevenueAndExpenses/GrossProfitRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt	0	436504
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt	0	88
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt	0	88
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt	0	-9802
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt	0	10189
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt	0	9517
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt	0	5
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt	0	9522
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt	0	39046
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt	0	39046
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesAdjNetIncmAmt	0	43
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt	0	43
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt	0	1094
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt	0	43
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt	0	86797
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt	0	48
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt	0	87896
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt	0	10237
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt	0	435
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt	0	43
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt	0	84297
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt	0	48
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt	0	85396
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt	0	35734
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt	0	35734
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt	0	-9802
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt	0	-8336
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt	0	-87461
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IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt	0	0
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt	0	501438
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt	0	588899
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt	0	501438
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt	0	46615
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt	0	46615
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt	0	46615
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt	0	46757
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt	0	142
IRS990PF/DistributableAmountGrp/TotalTaxAmt	0	142
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt	0	142
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt	0	0
IRS990PF/FMVAssetsEOYAmt	0	795676
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt	0	2190
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt	0	32986
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt	0	588899
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt	0	501438
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt	0	57482
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt	0	343247
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt	0	343247
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt	0	413745
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt	0	96400
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt	0	329452
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/LoansFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/MortgagesAndNotesPayableEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind	0	X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt	0	119862
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt	0	94777
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt	0	122977
IRS990PF/Form990PFBalanceSheetsGrp/OtherNtsAndLoansRcvblEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/RcvblFromOfficersEOYAmt	0	0
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt	0	591089
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt	0	534424
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt	0	795676
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt	0	2190
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt	0	32986
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt	0	591089
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt	0	534424
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt	0	588899
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt	0	501438
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt	0	0
IRS990PF/MethodOfAccountingAccrualInd	0	X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt	0	949383
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt	0	112726
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt	0	836657
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt	0	14241
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt	0	46757
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt	0	935142
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt	0	0
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt	0	949383
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	0	2.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	0	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt	1	0
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	0	BIAO LU
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm	1	JUNE SHEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	0	CEO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt	1	CFO
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt	1	826 Boyce Ave
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	0	Palo Alto
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm	1	Palo Alto
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	0	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd	1	CA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	0	94391
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd	1	94391
IRS990PF/Organization501c3ExemptPFInd	0	X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt	0	86797
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt	0	86797
IRS990PF/PFQualifyingDistributionsGrp/SetAsideCashDistriTestAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/GrossInvestmentIncomeGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LargestSupportFromEOGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/CurrentYearAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/LessorAdjNetIncmMinInvstRetGrp/TotalAmt	0	0
IRS990PF/PrivateOperatingFoundationsGrp/PublicSupportType/TotalAmt	0	0
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IRS990PF/PrivateOperatingFoundationsGrp/TotalAssetsGrp/TotalAmt	0	0
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IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd	0	false
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd	0	true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd	0	false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd	0	false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd	0	false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd	0	true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd	0	false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd	0	true
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IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd	0	true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd	0	false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd	0	false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm	0	Palo Alto
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd	0	CA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd	0	94391
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd	0	false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd	0	false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd	0	CA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd	0	false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt	0	Biao Lu
IRS990PF/StatementsRegardingActyGrp/PhoneNum	0	6503530592
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd	0	false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd	0	true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd	0	false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt	0	N/A
IRS990PF/SumOfProgramRelatedInvstGrp/AllOtherProgramRltdInvstTotAmt	0	0
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	0	2000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt	1	500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	0	Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt	1	Educational
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	0	UC Berkeley Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt	1	Kansas State University Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	0	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt	1	PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	0	1995 University Ave Ste Ste 401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt	1	1800 Kimball Ave Ste 200
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	0	Berkeley
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm	1	Manhattan
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	0	CA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd	1	KS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	0	947041058
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd	1	66502
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd	0	X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt	0	2500
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd	0	false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd	0	false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt	0	46615
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt	0	0
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt	0	46615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt	0	14033
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt	0	54215
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt	0	40182
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt	0	14033
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt	0	86797
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt	0	40182
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt	0	54215
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt	0	14033
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt	0	0
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt	0	0
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	0	Office Expenses
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	1	Office Supplies
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc	2	Investment Fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	0	2103
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt	1	7414
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt	0	5
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	0	2103
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	1	7414
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt	2	5
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	0	900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	1	38106
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt	2	40
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	0	Tax Filing Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	1	Outside Service Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt	2	Fed State Filing Fee
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	0	900
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	1	38106
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt	2	40
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt	0	43
TaxesSchedule/TaxesDetail/Amt	0	1051
TaxesSchedule/TaxesDetail/Amt	1	43
TaxesSchedule/TaxesDetail/CategoryTxt	0	Tax
TaxesSchedule/TaxesDetail/CategoryTxt	1	Foreign Tax
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt	0	43
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd	0	IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd	0	2
ReturnHeader/BuildTS	0	2023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BIAO LU
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	CFO
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	6503530592
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2023-09-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	Biao & June Lu Foundation
ReturnHeader/Filer/BusinessNameControlTxt	0	BIAO
ReturnHeader/Filer/EIN	0	261367852
ReturnHeader/Filer/InCareOfNm	0	% Biao Lu
ReturnHeader/Filer/PhoneNum	0	6503530592
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	826 Boyce Avenue
ReturnHeader/Filer/USAddress/CityNm	0	Palo Alto
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	CA
ReturnHeader/Filer/USAddress/ZIPCd	0	94391
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN	0	204851730
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt	0	Entholpy EMC Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt	0	46520 Fremont Blvd
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt	0	Ste606
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm	0	Fremont
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd	0	CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd	0	94538
ReturnHeader/PreparerPersonGrp/PhoneNum	0	4089962002
ReturnHeader/PreparerPersonGrp/PreparationDt	0	2023-09-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	DANMING XU
ReturnHeader/ReturnTs	0	2023-09-13T15:42:09-05:00
ReturnHeader/ReturnTypeCd	0	990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm	0	BIAO
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm	0	LU
ReturnHeader/TaxPeriodBeginDt	0	2021-11-01
ReturnHeader/TaxPeriodEndDt	0	2022-10-31
ReturnHeader/TaxYr	0	2021

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $534,424
Liabilities: $32,986
Net assets: $501,438
Revenue: $435
Expenses: $87,896
Net income: -$87,461

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$3.53	$0.20	$3.34	$0.52	$1.10	$0.58
2023Detailed filing. Detailed filing data is available for this year.	$3.98	$0.06	$3.92	$0.20	$1.29	$1.09
2022Detailed filing. Detailed filing data is available for this year.	$5.34	$0.33	$5.01	$0.00	$0.88	$0.87
2021Detailed filing. Detailed filing data is available for this year.	$5.91	$0.02	$5.89	$0.75	$0.65	$0.11
2020Detailed filing. Detailed filing data is available for this year.	$5.83	$0.05	$5.78	$0.11	$0.45	$0.57
2016Detailed filing. Detailed filing data is available for this year.	$6.72	$0.00	$6.72	$1.54	$0.25	$1.29