AUMdb

Lui And Wan Foundation

EIN 134161117 · 501(c)(3) · Private foundation · New York, NY · recognized 2002

Assets
$11.0M
Revenue
$702K
Expenses
$644K
Investment income
$624K

Form 990 fiscal year ended 02/28/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Lawrence Lui President $2,000 $0
Yvonne Lui Secretary $2,000 $0
Deborah Chan Director $2,000 $0
Flora R Si Director $2,000 $0
David Lefer Treasurer $2,000 $0
Julia Martin Director $2,000 $0
Livia Wan Lui Director $0 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
02/28/2025 $11.0M $702K $644K 990 990PF · obj 202523589349101202 IRS ↗
02/29/2024 $10.1M $269K $616K 990 990PF · obj 202403599349100305 IRS ↗