2017-09-20T16:01:54-05:00 2016-12-31 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2016-01-01 263276872 SHENG-YEN LU FOUNDATION SHEN 4258833500 17102 NE 40TH CT REDMOND WA 98052 FO-CHING LU PRESIDENT 4258833500 2017-09-05 1 KATHRYN J ONG P00746598 4254544919 2017-09-05 65.158.230.202 2017-09-05 17:30:25 PD P D3602557FBBC398886185FEEA8787C976E007265 C070BA3AF7F6D7D87E83B9D9DF9412DF7C2C6F3F 2016 2021-01-29 14:40:06Z SYL FOUNDATION FO-CHING LU 17102 NE 40TH CT REDMOND WA 98052 1900180 0 X WWW.SYLFOUNDATION.ORG X 2008 WA TO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL. 7 7 0 15 0 0 1156899 1324504 0 0 97273 97389 0 4885 1254172 1426778 320082 262420 0 0 9081 0 0 0 7884 90924 99748 420087 362168 834085 1064610 5615425 6784290 148582 7600 5466843 6776690 X SHENG-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. 0 0 168063 148920 SHENG-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. 95926 85000 SHENG-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. 32163 28500 SHENG-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. 296152 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 1 0 0 0 0 X 7 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 WA X X FO-CHING LU 4258833500 17102 NE 40TH CT REDMOND WA 98052 X FO-CHING LU PRESIDENT 20.00 X X 0 0 0 ANDREW ROBERTS TREASURER 15.00 X X 0 0 0 FO-CHI LU SECRETARY 5.00 X X 0 0 0 DEXTER KUAH DIRECTOR 0.50 X 0 0 0 HEATHER EDLUND DIRECTOR 1.00 X 0 0 0 TERESA PIERSA DIRECTOR 2.00 X 0 0 0 KEVIN KLINGBEIL DIRECTOR 0.50 X 0 0 0 0 0 0 0 0 0 0 0 379633 944871 12325 1324504 96231 96231 450015 448857 1158 1158 1158 24430 379633 24430 0 5000 115 4885 4885 1426778 0 0 102274 233920 233920 28500 28500 623 623 36404 36404 2230 2230 3213 331 2882 15148 12842 1832 474 2593 2593 32661 13064 16331 3266 1154 1154 2567 256 2311 3155 1262 631 1262 362168 296152 58132 7884 564850 463189 1781595 1958409 23215 86628 5377 2632 3237465 4268181 2923 5251 5615425 6784290 148582 7600 148582 7600 X 5466843 6776690 5466843 6776690 5615425 6784290 1064610 245237 0 X 0 0 0 X 2030542 628170 926071 1156899 1324504 6066186 2030542 628170 926071 1156899 1324504 6066186 226360 5839826 48264 28282 55817 83539 96231 312133 4885 4885 6383204 0.91490 0.93900 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5017584 900000 342615 36404 6223795 4516386 500000 27175 25977 5017584 2970000 1429452 131153 14219 4516386 2200000 770000 39714 39714 2970000 1204043 1000000 6643 10686 2200000 1.00000 0.00000 0.00000 0 0 0 PART V, LINE 4: THE 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. FOUNDER'S AUCTION 404063 379633 24430 12305 12125 404063 379633 24430 12305 12125 24430 0 1 COLLEGE ACCESS NOW 3211 MARTIN LUTHER KING JR WAY S SEATTLE WA 98144 680624494 501(C)(3) 10000 TO SUPPORT EDUCATION PROGRAMS ENSURING COLLEGE ADMISSION AND FUTURE SUCCESS FOR ECONOMICALLY DISADVANTAGED YOUTH. BELLEVUE LIFESPRING PO BOX 53203 BELLEVUE WA 98015 910658331 501(C)(3) 5000 TO SUPPORT THE GRADS-ON-TRACK PROGRAM FOR AT-RISK STUDENTS. BUREAU OF FEARLESS IDEAS 8414 GREENWOOD AVE NORTH SEATTLE WA 98113 412127333 501(C)(3) 10000 TO INCREASE ACCESS TO QUALITY EDUCATIONAL PROGRAMS THAT IMPROVE STUDENT ACHEIVEMENT. DENISE LOUIE EDUCATION CENTER 1930 SIXTH AVE S SUITE 401 SEATTLE WA 98134 911016974 501(C)(3) 35000 TO SUPPORT QUALITY MULTICULTURAL EARLY EDUCATION FOR CHILDREN FROM IMMIGRANT AND REFUGEE FAMILIES. NONPROFIT ASSISTANCE CENTER 1265 S MAIN ST SEATTLE WA 98144 931282686 501(C)(3) 10000 TO FUND CAPACITY BUILDING SERVICES FOR A GRASSROOTS ORGANIZATION. VIETNAMESE FRIENDSHIP ASSOCIATION 3829B SOUTH EDMUNDS STREET SEATTLE WA 98118 911122532 501(C)(3) 10000 TO SUPPORT THE ACADEMIC LIFELINE PROGRAMS FOR IMMIGRANT AND REFUGEE STUDENTS. JUBILEE REACH 14200 SE 13TH PLACE BELLEVUE WA 98004 204074712 501(C)(3) 10000 TO SUPPORT THE BOOKS-TO-BIG SCREEN PROGRAM, WHICH ADDRESSES READING CHALLENGES FOR ELEMENTARY SCHOOL STUDENTS. ARTS CORPS 4408 DELRIDGE WAY SW 110 SEATTLE WA 98106 912044679 501(C)(3) 15000 TO SUPPORT THE TEEN ARTIST PROGRAM ENSURING ACCESS TO ARTS EDUCATION FOR ALL STUDENTS. SEATTLE EDUCATION ACCESS 6920 ROOSEVELT WAY NE 355 SEATTLE WA 98115 043602577 501(C)(3) 10000 TO 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 200 SEATTLE WA 98144 020551791 501(C)(3) 10000 TO SUPPORT THE OPENING OF HOA MAI BILINGUAL PRESCHOOL. BELLEVUE SCHOOL DISTRICT HEAD START PROGRAM 12111 NE 1ST STREET BELLEVUE WA 98005 916001637 501(C)(3) 10000 EMERGENCY FUNDS TO SUPPORT HEAD START PROGRAM IMPACTED BY BUDGET CUTS KIN ON COMMUNITY HEALTH 4416 S BRANDON ST SEATTLE WA 98144 911620786 501(C)(3) 30000 TO SUPPORT EXPANSION OF THE SHORT-TERM REHAB CARE SERVICES IN A CULTURALLY APPROPRIATE SETTING. INTERNATIONAL COMMUNITY HEALTH SERVICES PO BOX 3007 SEATTLE WA 98114 260493856 501(C)(3) 35000 TO SUPPORT OPENING OF ICHS'S BELLEVUE CLINIC, INCREASING ACCESS TO CULTURALLY APPRORIATE AFFORDABLE HEALTH CARE FOR ALL. MEDICAL TEAMS INTERNATIONAL 9680 153RD AVE NE REDMOND WA 98052 930878944 501(C)(3) 10000 TO SUPPORT THE MOBILE DENTAL SERVICES PROGRAM SERVING THE LESS FORTUNATE IN THE PACIFIC NORTHWEST. WASHINGTON STATE SMILE PARTNERS 221 WINSLOW WAY W SUITE 302 BAINBRIDGE ISLAND WA 98110 200381039 501(C)(3) 10000 FOR MOBILE DENTAL PROGRAM TO IMPROVE ORAL HEALTH OF CHILDREN FROM LOW-INCOME HOUSEHOLDS IN SOUTH KING & KITSAP COUNTIES. 15 0 EDUCATION SCHOLARSHIPS 19 28500 CASH VALUE TO SUPPORT IMMIGRANT & REFUGEE STUDENTS' PURSUIT OF HIGHER EDUCATION. PART I, LINE 2: TEAMS 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. 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 2 PRESIDENT, 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 11B THE 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 12C ANY 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 15 COMPENSATION 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 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.