SHENG-YEN LU FOUNDATION: Form 990, tax year 2016

View the entire original 990 at ProPublica ↗

Organization
SHENG-YEN LU FOUNDATION (EIN 26-3276872)
Tax period
2016-01-01 to 2016-12-31
Filed
2017-09-20
IRS object ID
201712639349301451
Schema version
2016v3.0
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

FieldValueIRS element (for citing)
Return2017-09-20T16:01:54-05:00ReturnTs
Tax Period End2016-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1700AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2016-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263276872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHENG-YEN LU FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlSHENBusinessNameControlTxt
Phone4258833500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1Txt
CityREDMONDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98052ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFO-CHING LUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4258833500PhoneNum
Signature2017-09-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN J ONGPreparerPersonNm
PTINP00746598PTIN
Phone4254544919PhoneNum
Preparation2017-09-05PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.158.230.202IPv4AddressTxt
FieldValueIRS element (for citing)
IP2017-09-05IPDt
IP Tm17:30:25IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdD3602557FBBC398886185FEEA8787C976E007265AtSubmissionCreationDeviceId
At Submission Filing Device IdC070BA3AF7F6D7D87E83B9D9DF9412DF7C2C6F3FAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2016TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SYL FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Principal OfficerFO-CHING LUPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1Txt
CityREDMONDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98052ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,900,180GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.SYLFOUNDATION.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionTO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL.ActivityOrMissionDesc
Voting Members Governing Body7VotingMembersGoverningBodyCnt
Voting Members Independent7VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,156,899PYContributionsGrantsAmt
CY Contributions Grants$1,324,504CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$97,273PYInvestmentIncomeAmt
CY Investment Income$97,389CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$4,885CYOtherRevenueAmt
PY Total Revenue$1,254,172PYTotalRevenueAmt
CY Total Revenue$1,426,778CYTotalRevenueAmt
PY Grants And Similar Paid$320,082PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$262,420CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$9,081PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,884CYTotalFundraisingExpenseAmt
PY Other Expenses$90,924PYOtherExpensesAmt
CY Other Expenses$99,748CYOtherExpensesAmt
PY Total Expenses$420,087PYTotalExpensesAmt
CY Total Expenses$362,168CYTotalExpensesAmt
PY Revenues Less Expenses$834,085PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,064,610CYRevenuesLessExpensesAmt
Total Assets BOY$5,615,425TotalAssetsBOYAmt
Total Assets EOY$6,784,290TotalAssetsEOYAmt
Total Liabilities BOY$148,582TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,600TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$5,466,843NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$6,776,690NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSHENG-YEN LU FOUNDATION COMBINES COMPASSION AND PHILANTHROPY WITH STRATEGIC GRANT-MAKING TO ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL. THE FOUNDATION ALSO AWARDS SCHOLARSHIPS AND MAKES GRANTS FOR DISASTER RELIEF AND RECOVERY.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$168,063ExpenseAmt
Grant$148,920GrantAmt
DescSHENG-YEN LU FOUNDATION MADE ELEVEN EDUCATION GRANTS IN 2016. THE FIRST GRANTEE WAS ARTS CORPS, OFFERING ARTS LEARNING OPPORTUNITIES THAT DEVELOP LEADERSHIP AND 21ST CENTURY SKILLS. THE SECOND GRANTEE WAS BUREAU OF FEARLESS IDEAS, A NONPROFIT WRITING CENTER THAT HELPS STUDENTS FROM AGES 6-18 WITH WRITING SKILLS, AFTER SCHOOL HOMEWORK, AND ENGLISH LANGUAGE LEARNING. THE THIRD GRANTEE WAS COLLEGE ACCESS NOW WHOSE COLLEGE PERSISTENCE PROGRAM ENSURES HIGH SCHOOL GRADUATION AND COLLEGE SUCCESS. THE FOURTH GRANT WENT TO DENISE LOUIE EDUCATION CENTER FOR SUPPORTING QUALITY MULTICULTURAL EARLY EDUCATION FOR CHILDREN FROM IMMIGRANT AND REFUGEE FAMILIES. THE FIFTH GRANT WENT TO SUPPORT JUBILEE REACH'S "BOOKS TO BIG SCREEN" PROGRAM WHICH ADDRESSES READING CHALLENGES ESPECIALLY FOR STRUGGLING ELL STUDENTS. THE SIXTH GRANT WENT TO BELLEVUE LIFESPRING AND SUPPORTS ITS GRADS-ON-TRACK PROGRAM, WHICH HELPS AT-RISK STUDENTS GRADUATE HIGH SCHOOL. THE SEVENTH GRANT WENT TO SUPPORT NONPROFIT ASSISTANCE CENTER'S CAPACITY BUILDING WORK WITH GRASSROOTS ORGANIZATIONS. THE EIGHTH GRANT WENT TO SEATTLE EDUCATION ACCESS' COLLEGE SUCCESS PROGRAM. THE NINTH GRANT WENT TO SOUND CHILDCARE SOLUTIONS TO SUPPORT THE HOA MAI BILINGUAL SCHOOL, WHICH IS THE FIRST VIETNAMESE-ENGLISH DUAL LANGUAGE CHILD DEVELOPMENT CENTER IN THE NORTHWEST. THE TENTH GRANT WAS AWARDED TO VIETNAMESE FRIENDSHIP ASSOCIATION'S (VFA) ACADEMIC LIFELINE PROGRAMS, WHICH PROVIDE AFTER SCHOOL, SATURDAY, AND SUMMER PROGRAMS TO OVER 200 LOW-INCOME IMMIGRANT AND REFUGEE STUDENTS. THE ELEVENTH GRANT WENT TO THE BELLEVUE SCHOOL DISTRICT HEAD START PROGRAM TO PROVIDE EMERGENCY FUNDS TO SUPPORT PROGRAMS IMPACTED BY BUDGET CUTS. THERE WERE ADDITIONAL SMALLER EDUCATION GRANTS TOTALING $13,920 GIVEN OUT DURING 2016.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$95,926ExpenseAmt
Grant$85,000GrantAmt
DescSHENG-YEN LU FOUNDATION MADE FOUR HEALTH CARE GRANTS IN 2016. ALL FOUR GRANTEES REACH OUT TO UNDERSERVED POPULATIONS & OFFER MEDICAL, MENTAL HEALTH & DENTAL CARE TO MANY WHO WOULD OTHERWISE BE WITHOUT. NO PATIENTS ARE TURNED AWAY FOR INABILITY TO PAY. THE FIRST GRANTEE WAS INTERNATIONAL COMMUNITY HEALTH SERVICES, A COMMUNITY HEALTH CENTER PROVIDING CULTURALLY & LINGUISTICALLY APPROPRIATE HEALTH SERVICES. THE SECOND GRANTEE WAS KIN ON HEALTH CARE CENTER, OFFERING CULTURALLY APPROPRIATE REHABILITATIVE NURSING CARE. THE THIRD GRANTEE WAS MEDICAL TEAMS INTERNATIONAL (MTI), SERVING THE REGION WITH A MOBILE DENTAL PROGRAM THAT IS STAFFED WITH VOLUNTEER DENTAL PROFESSIONALS. THE FOURTH GRANTEE WAS SMILE PARTNERS, OFFERING MOBILE ORAL HEALTH SERVICES TO CHILDREN FROM LOW INCOME HOUSEHOLDS IN SOUTH KING & KITSAP COUNTIES.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$32,163ExpenseAmt
Grant$28,500GrantAmt
DescSHENG-YEN LU FOUNDATION OPERATES THE LOTUS SCHOLARSHIP PROGRAM TO BENEFIT IMMIGRANT AND REFUGEE STUDENTS WHO ARE GRADUATING HIGH SCHOOL AND WISH TO PURSUE A COLLEGE DEGREE. THE SCHOLARSHIP HELPS THESE STUDENTS WHO ARE OFTEN THE FIRST IN THEIR FAMILIES TO ATTEND COLLEGE AND WHO FACE TREMENDOUS LANGUAGE, CULTURAL, AND FINANCIAL BARRIERS. A TOTAL OF 19 INDIVIDUAL SCHOLARSHIPS WERE AWARDED IN 2016 TO ASSIST WITH THE COST OF POST-SECONDARY EDUCATION.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$296,152TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent EndowmentsYes (1)TempOrPermanentEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To IndividualsYes (1)GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document0IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members7GoverningBodyVotingMembersCnt
Independent Voting Member7IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FO-CHING LUBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4258833500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1Txt
CityREDMONDCityNm
State AbbreviationWAStateAbbreviationCd
ZIP98052ZIPCd
FieldValueIRS element (for citing)
No Listed Persons CompensatedYes (X)NoListedPersonsCompensatedInd

Form990 Part VII Section A Form990PartVIISectionAGrp (7 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
FO-CHING LU
PRESIDENT20.00Yes (X)Yes (X)$0$0$0
ANDREW ROBERTS
TREASURER15.00Yes (X)Yes (X)$0$0$0
FO-CHI LU
SECRETARY5.00Yes (X)Yes (X)$0$0$0
DEXTER KUAH
DIRECTOR0.50Yes (X)$0$0$0
HEATHER EDLUND
DIRECTOR1.00Yes (X)$0$0$0
TERESA PIERSA
DIRECTOR2.00Yes (X)$0$0$0
KEVIN KLINGBEIL
DIRECTOR0.50Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$0TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
Fundraising$379,633FundraisingAmt
All Other Contributions$944,871AllOtherContributionsAmt
Noncash Contributions$12,325NoncashContributionsAmt
Total Contributions$1,324,504TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$96,231TotalRevenueColumnAmt
Exclusion$96,231ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$450,015SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$448,857SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$1,158SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,158TotalRevenueColumnAmt
Exclusion$1,158ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$24,430FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$379,633ContriRptFundraisingEventAmt
Fundraising Direct Expenses$24,430FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$0TotalRevenueColumnAmt
FieldValueIRS element (for citing)
Gaming Gross Income$5,000GamingGrossIncomeAmt
Gaming Direct Expenses$115GamingDirectExpensesAmt

Net Income From Gaming NetIncomeFromGamingGrp

FieldValueIRS element (for citing)
Total Revenue Column$4,885TotalRevenueColumnAmt
Exclusion$4,885ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,426,778TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$102,274ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$233,920TotalAmt
Program Services$233,920ProgramServicesAmt

Grants To Domestic Individuals GrantsToDomesticIndividualsGrp

FieldValueIRS element (for citing)
Total$28,500TotalAmt
Program Services$28,500ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$623TotalAmt
Management And General$623ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$36,404TotalAmt
Management And General$36,404ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,230TotalAmt
Program Services$2,230ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$3,213TotalAmt
Program Services$331ProgramServicesAmt
Fundraising$2,882FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,148TotalAmt
Program Services$12,842ProgramServicesAmt
Management And General$1,832ManagementAndGeneralAmt
Fundraising$474FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$2,593TotalAmt
Program Services$2,593ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$32,661TotalAmt
Program Services$13,064ProgramServicesAmt
Management And General$16,331ManagementAndGeneralAmt
Fundraising$3,266FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,154TotalAmt
Program Services$1,154ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,567TotalAmt
Program Services$256ProgramServicesAmt
Management And General$2,311ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,155TotalAmt
Program Services$1,262ProgramServicesAmt
Management And General$631ManagementAndGeneralAmt
Fundraising$1,262FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$362,168TotalAmt
Program Services$296,152ProgramServicesAmt
Management And General$58,132ManagementAndGeneralAmt
Fundraising$7,884FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$564,850BOYAmt
EOY$463,189EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,781,595BOYAmt
EOY$1,958,409EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$23,215BOYAmt
EOY$86,628EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$5,377BOYAmt
EOY$2,632EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$3,237,465BOYAmt
EOY$4,268,181EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,923BOYAmt
EOY$5,251EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$5,615,425BOYAmt
EOY$6,784,290EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$148,582BOYAmt
EOY$7,600EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$148,582BOYAmt
EOY$7,600EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$5,466,843BOYAmt
EOY$6,776,690EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,466,843BOYAmt
EOY$6,776,690EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$5,615,425BOYAmt
EOY$6,784,290EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,064,610ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$245,237NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS Audited0FSAuditedInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,030,542CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$628,170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$926,071CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,156,899CurrentTaxYearMinus1YearAmt
Current Tax Year$1,324,504CurrentTaxYearAmt
Total$6,066,186TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,030,542CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$628,170CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$926,071CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,156,899CurrentTaxYearMinus1YearAmt
Current Tax Year$1,324,504CurrentTaxYearAmt
Total$6,066,186TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$226,360SubstantialContributorsTotAmt
Public Support Total170$5,839,826PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$48,264CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$28,282CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$55,817CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$83,539CurrentTaxYearMinus1YearAmt
Current Tax Year$96,231CurrentTaxYearAmt
Total$312,133TotalAmt

Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp

FieldValueIRS element (for citing)
Current Tax Year$4,885CurrentTaxYearAmt
Total$4,885TotalAmt
FieldValueIRS element (for citing)
Total Support$6,383,204TotalSupportAmt
Public Support CY1700.91490PublicSupportCY170Pct
Public Support PY1700.93900PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$5,017,584BeginningYearBalanceAmt
Contributions$900,000ContributionsAmt
Investment Earnings Or Losses$342,615InvestmentEarningsOrLossesAmt
Administrative Expenses$36,404AdministrativeExpensesAmt
End Year Balance$6,223,795EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$4,516,386BeginningYearBalanceAmt
Contributions$500,000ContributionsAmt
Investment Earnings Or Losses$27,175InvestmentEarningsOrLossesAmt
Administrative Expenses$25,977AdministrativeExpensesAmt
End Year Balance$5,017,584EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,970,000BeginningYearBalanceAmt
Contributions$1,429,452ContributionsAmt
Investment Earnings Or Losses$131,153InvestmentEarningsOrLossesAmt
Administrative Expenses$14,219AdministrativeExpensesAmt
End Year Balance$4,516,386EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$2,200,000BeginningYearBalanceAmt
Contributions$770,000ContributionsAmt
Investment Earnings Or Losses$39,714InvestmentEarningsOrLossesAmt
Other Expenditures$39,714OtherExpendituresAmt
End Year Balance$2,970,000EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,204,043BeginningYearBalanceAmt
Contributions$1,000,000ContributionsAmt
Investment Earnings Or Losses$6,643InvestmentEarningsOrLossesAmt
Other Expenditures$10,686OtherExpendituresAmt
End Year Balance$2,200,000EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.00000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.00000TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related Org0EndowmentsHeldRelatedOrgInd
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART V, LINE 4:FormAndLineReferenceDesc
ExplanationTHE QUASI ENDOWMENT FUND IS SET ASIDE TO PROVIDE PERMANENT FUNDING FOR THE MISSION OF THE FOUNDATION AND MAY BE USED FOR GENERAL OPERATIONS OF THE FOUNDATION.ExplanationTxt

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1FOUNDER'S AUCTIONEvent1Nm
Gross Receipts Event1$404,063GrossReceiptsEvent1Amt
Charitable Contri Event1$379,633CharitableContriEvent1Amt
Gross Revenue Event1$24,430GrossRevenueEvent1Amt
Non Cash Prizes Event1$12,305NonCashPrizesEvent1Amt
Other Direct Expenses Event1$12,125OtherDirectExpensesEvent1Amt
Gross Receipts Total$404,063GrossReceiptsTotalAmt
Charitable Contributions Tot$379,633CharitableContributionsTotAmt
Gross Revenue Total Events$24,430GrossRevenueTotalEventsAmt
Non Cash Prizes Total Events$12,305NonCashPrizesTotalEventsAmt
Oth Direct Expnss Total Events$12,125OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$24,430DirectExpenseSummaryEventsAmt
Net Income Summary$0NetIncomeSummaryAmt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
COLLEGE ACCESS NOW
3211 MARTIN LUTHER KING JR WAY SSEATTLEWA98144680624494501(C)(3)$10,000TO SUPPORT EDUCATION PROGRAMS ENSURING COLLEGE ADMISSION AND FUTURE SUCCESS FOR ECONOMICALLY DISADVANTAGED YOUTH.
BELLEVUE LIFESPRING
PO BOX 53203BELLEVUEWA98015910658331501(C)(3)$5,000TO SUPPORT THE GRADS-ON-TRACK PROGRAM FOR AT-RISK STUDENTS.
BUREAU OF FEARLESS IDEAS
8414 GREENWOOD AVE NORTHSEATTLEWA98113412127333501(C)(3)$10,000TO INCREASE ACCESS TO QUALITY EDUCATIONAL PROGRAMS THAT IMPROVE STUDENT ACHEIVEMENT.
DENISE LOUIE EDUCATION CENTER
1930 SIXTH AVE S SUITE 401SEATTLEWA98134911016974501(C)(3)$35,000TO SUPPORT QUALITY MULTICULTURAL EARLY EDUCATION FOR CHILDREN FROM IMMIGRANT AND REFUGEE FAMILIES.
NONPROFIT ASSISTANCE CENTER
1265 S MAIN STSEATTLEWA98144931282686501(C)(3)$10,000TO FUND CAPACITY BUILDING SERVICES FOR A GRASSROOTS ORGANIZATION.
VIETNAMESE FRIENDSHIP ASSOCIATION
3829B SOUTH EDMUNDS STREETSEATTLEWA98118911122532501(C)(3)$10,000TO SUPPORT THE ACADEMIC LIFELINE PROGRAMS FOR IMMIGRANT AND REFUGEE STUDENTS.
JUBILEE REACH
14200 SE 13TH PLACEBELLEVUEWA98004204074712501(C)(3)$10,000TO SUPPORT THE BOOKS-TO-BIG SCREEN PROGRAM, WHICH ADDRESSES READING CHALLENGES FOR ELEMENTARY SCHOOL STUDENTS.
ARTS CORPS
4408 DELRIDGE WAY SW 110SEATTLEWA98106912044679501(C)(3)$15,000TO SUPPORT THE TEEN ARTIST PROGRAM ENSURING ACCESS TO ARTS EDUCATION FOR ALL STUDENTS.
SEATTLE EDUCATION ACCESS
6920 ROOSEVELT WAY NE 355SEATTLEWA98115043602577501(C)(3)$10,000TO SUPPORT THE COLLEGE SUCCESS PROGRAM TO HELP STUDENTS WHO GRADUATE HIGH SCHOOL PREPARE FOR COLLEGE.
SOUND CHILDCARE SOLUTIONSHOA MAI PRESCHOOL
1225 S WELLER ST SUITE 200SEATTLEWA98144020551791501(C)(3)$10,000TO SUPPORT THE OPENING OF HOA MAI BILINGUAL PRESCHOOL.
BELLEVUE SCHOOL DISTRICT HEAD START PROGRAM
12111 NE 1ST STREETBELLEVUEWA98005916001637501(C)(3)$10,000EMERGENCY FUNDS TO SUPPORT HEAD START PROGRAM IMPACTED BY BUDGET CUTS
KIN ON COMMUNITY HEALTH
4416 S BRANDON STSEATTLEWA98144911620786501(C)(3)$30,000TO SUPPORT EXPANSION OF THE SHORT-TERM REHAB CARE SERVICES IN A CULTURALLY APPROPRIATE SETTING.
INTERNATIONAL COMMUNITY HEALTH SERVICES
PO BOX 3007SEATTLEWA98114260493856501(C)(3)$35,000TO SUPPORT OPENING OF ICHS'S BELLEVUE CLINIC, INCREASING ACCESS TO CULTURALLY APPRORIATE AFFORDABLE HEALTH CARE FOR ALL.
MEDICAL TEAMS INTERNATIONAL
9680 153RD AVE NEREDMONDWA98052930878944501(C)(3)$10,000TO SUPPORT THE MOBILE DENTAL SERVICES PROGRAM SERVING THE LESS FORTUNATE IN THE PACIFIC NORTHWEST.
WASHINGTON STATE SMILE PARTNERS
221 WINSLOW WAY W SUITE 302BAINBRIDGE ISLANDWA98110200381039501(C)(3)$10,000FOR MOBILE DENTAL PROGRAM TO IMPROVE ORAL HEALTH OF CHILDREN FROM LOW-INCOME HOUSEHOLDS IN SOUTH KING & KITSAP COUNTIES.
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp

FieldValueIRS element (for citing)
Grant TypeEDUCATION SCHOLARSHIPSGrantTypeTxt
Recipient19RecipientCnt
Non Cash Assistance$28,500NonCashAssistanceAmt
Valuation Method UsedCASH VALUEValuationMethodUsedDesc
Non Cash AssistanceTO SUPPORT IMMIGRANT & REFUGEE STUDENTS' PURSUIT OF HIGHER EDUCATION.NonCashAssistanceDesc

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTEAMS OF FOUNDATION VOLUNTEERS MADE UP OF EDUCATORS AND MEDICAL PROFESSIONALS VISITED EACH GRANTEE ORGANIZATION. DURING EACH SITE VISIT, WE REACH A THOROUGH UNDERSTANDING OF THE ORGANIZATION'S CAPABILITIES AND MAKE SURE ITS MISSION IS ALIGNED WITH THE FOUNDATION'S MISSION. WE SEEK TO ENSURE THAT EVERY GRANT DOLLAR IS USED TOWARDS IMPROVING THE HEALTH AND EDUCATION OF THOSE WHO NEED IT MOST. WE LOOK FOR ORGANIZATIONS WITH DEDICATED LEADERSHIP. GRANT CONTRACTS ARE SIGNED WITH EACH GRANTEE AND REPORTS DETAILING GRANT EXPENDITURES ARE REQUIRED. REPORTS ALSO MEASURE GRANT IMPACT AND NUMBER OF PEOPLE SERVED.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6:DESCRIPTION OF VOLUNTEER SERVICES: VOLUNTEERS INCLUDE UNCOMPENSATED BOARD MEMBERS, AN OFFICE BOOKKEEPER, MANAGER, A TRANSLATOR, AND OTHERS WHO HELP WITH EVENTS AND GRANTEE SITE VISITS.
FORM 990, PART VI, SECTION A, LINE 2PRESIDENT, FO-CHING LU AND TREASURER, ANDREW ROBERTS HAVE A FAMILY RELATIONSHIP. PRESIDENT, FO-CHING LU AND SECRETARY, FO-CHI LU HAVE BOTH A FAMILY & BUSINESS RELATIONSHIP. TREASURER, ANDREW ROBERTS AND SECRETARY, FO-CHI LU HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 TAX RETURN IS PROVIDED TO ALL BOARD MEMBERS FOR REVIEW AND COMMENTS AND IS APPROVED BY THE FINANCE COMMITTEE PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CANY DIRECTOR, PRINCIPAL OFFICER, MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS, OR ANY OTHER DISQUALIFIED PERSON, WHO HAS A DIRECT OR INDIRECT FINANCIAL INTEREST, IS COVERED UNDER THE POLICY. UNDER THE POLICY A PERSON WITH A POSSIBLE CONFLICT OF INTEREST MAY MAKE A PRESENTATION AT THE GOVERNING BOARD OR COMMITTEE MEETING. CONFLICTS ARE DETERMINED AND REVIEWED BY THE BOARD OF DIRECTORS. THE INDIVIDUAL WITH THE CONFLICT OF INTEREST IS EXCUSED FROM THE DISCUSSION AND VOTING OF TRANSACTION OR ARRANGEMENT INVOLVING THE POSSIBLE CONFLICT OF INTEREST.
FORM 990, PART VI, SECTION B, LINE 15COMPENSATION APPROVAL POLICIES HAVE BEEN ADOPTED, BUT HAVE NOT BEEN IMPLEMENTED SINCE THERE ARE NO COMPENSATED OFFICERS OR BOARD MEMBERS AT THIS TIME.
FORM 990, PART VI, SECTION C, LINE 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

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