2016-08-15T14:53:38-05:00 2015-12-31 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2015-01-01 263276872 SHENG-YEN LU FOUNDATION SHEN 4258833500 17102 NE 40TH CT REDMOND WA 98052 FO-CHING LU PRESIDENT 4258833500 2016-08-13 1 KATHRYN J ONG P00746598 4254544919 2016-08-13 2015 2016-09-27 15:27:22Z SYL FOUNDATION FO-CHING LU 17102 NE 40TH CT REDMOND WA 98052 2858975 0 X WWW.SYLFOUNDATION.ORG X 2008 WA TO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL. 7 7 1 15 0 0 926071 1156899 0 0 53002 97273 0 0 979073 1254172 266154 320082 0 0 14667 9081 0 0 7832 86783 90924 367604 420087 611469 834085 4708318 5615425 5472 148582 4702846 5466843 X SHENG-YEN LU FOUNDATION STRIVES TO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL THROUGH ITS GRANT-MAKING PROGRAMS TO IMPOVERISHED COMMUNITIES LOCALLY AND INTERNATIONALLY. THE FOUNDATION ALSO AWARDS SCHOLARSHIPS AND MAKES GRANTS FOR DISASTER RELIEF AID. 0 0 152134 140582 SHENG-YEN LU FOUNDATION MADE THREE DISASTER RELIEF GRANTS TO AID IN THE RECOVERY OF ALL THOSE AFFECTED BY THE 7.8 MAGNITUDE EARTHQUAKE OF APRIL 2015 IN NEPAL. THE FIRST GRANT WENT TO HABITAT FOR HUMANITY INTERNATIONAL FOR PROVIDING TECHNICAL & TRAINING SERVICES TO HELP COMMUNITIES IMPROVE THEIR LIVING ENVIRONMENT, BUILD SAFER SHELTERS, & DESIGN BETTER SETTLEMENTS IN EARTHQUAKE-AFFECTED AREAS. THE SECOND GRANT WAS AWARDED TO MEDICAL TEAMS INTERNATIONAL FOR IMPROVING ACCESS TO PRIMARY HEALTH CARE FOR WOMEN & CHILDREN IN NEPAL'S REMOTE DHADING DISTRICT. THE THIRD GRANT WAS AWARDED TO PEACE WINDS AMERICA FOR THE CONSTRUCTION OF THREE COMMUNITY CENTERS IN EARTHQUAKE-AFFECTED AREAS OF NEPAL. THE COMMUNITY CENTERS WILL HELP ADDRESS THE NEED FOR DURABLE SHELTER, ECONOMIC & LIVELIHOOD ASSISTANCE, & SUPPORT WOMEN & GIRLS. 102265 94500 SHENG-YEN LU FOUNDATION MADE EIGHT EDUCATIONAL GRANTS TO ORGANIZATIONS IN 2015. 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-ALL FREE OF CHARGE. THE THIRD GRANTEE WAS COLLEGE ACCESS NOW (CAN) 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 LIFESPRING AND SUPPORTS ITS GRADS-ON-TRACK PROGRAM, WHICH HELPS AT-RISK STUDENTS GRADUATE HIGH SCHOOL. THE SIXTH GRANT WENT TO SEATTLE EDUCATION ACCESS' (SEA) COLLEGE SUCCESS PROGRAM. THE SEVENTH GRANT WENT TO SOUND CHILDCARE SOLUTIONS TO SUPPORT THE OPENING OF THE HOA MAI BILINGUAL SCHOOL, WHICH IS THE FIRST VIETNAMESE-ENGLISH DUAL LANGUAGE CHILD DEVELOPMENT CENTER IN THE NORTHWEST. THE EIGHTH 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. IN ADDITION TO THESE GRANTS TO ORGANIZATIONS, SHENG-YEN LU FOUNDATION ALSO PROVIDED 13 INDIVIDUAL EDUCATIONAL SCHOLARSHIPS TO SUPPORT IMMIGRANT AND REFUGEE STUDENTS PURSUING HIGHER EDUCATION. 91985 85000 SHENG-YEN LU FOUNDATION MADE FOUR HEALTH CARE GRANTS IN 2015. 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 WA STATE SMILE PARTNERS, OFFERING ORAL HEALTH SERVICES TO CHILDREN FROM LOW INCOME HOUSEHOLDS IN SOUTH KING & KITSAP COUNTIES. 346384 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 1 1 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 10.00 X X 0 0 0 FO-CHI LU SECRETARY 1.00 X X 0 0 0 DEXTER KUAH DIRECTOR 1.00 X 0 0 0 KEVIN KLINGBEIL DIRECTOR 1.00 X 0 0 0 TERESA PIERSA DIRECTOR 1.00 X 0 0 0 HEATHER EDLUND DIRECTOR 1.00 X 0 0 0 0 0 0 0 0 0 0 0 345322 811577 31884 1156899 83539 83539 1586653 1572919 13734 13734 13734 31884 345322 31884 0 1254172 0 0 97273 160000 160000 19500 19500 140582 140582 8000 8000 1081 1081 8370 8370 25977 25977 523 523 1409 1316 93 8231 6137 1745 349 360 360 35216 13954 16775 4487 7861 4535 3326 FUNDRAISING EXPENSE 2903 2903 74 74 420087 346384 65871 7832 142540 564850 2160605 1781595 29007 23215 2618 5377 2369725 3237465 3823 2923 4708318 5615425 5472 148582 5472 148582 X 4702846 5466843 4702846 5466843 4708318 5615425 834085 -70088 0 X 0 0 0 X 1079207 2030542 628170 926071 1156899 5820889 1079207 2030542 628170 926071 1156899 5820889 149094 5671795 3305 48264 28282 55817 83539 219207 6040096 0.93900 0.91470 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 4516386 500000 27175 25977 5017584 2970000 1429452 131153 14219 4516386 2200000 770000 39714 39714 2970000 1204043 1000000 6643 10686 2200000 1004043 200000 1204043 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. 1 SOUTH ASIA 0 0 GRANT MAKING N/A 140582 0 0 0 0 0 0 140582 0 140582 SOUTH ASIA POST EARTHQUAKE REBUILDING EFFORTS IN NEPAL. 50000 CHECK SOUTH ASIA POST EARTHQUAKE RECOVERY IN NEPAL - HEALTH CARE FOR WOMEN AND CHILDREN. 50000 CHECK SOUTH ASIA POST EARTHQUAKE REBUILDING IN NEPAL - CONSTRUCTION OF THREE COMMUNITY CENTERS. 40582 CHECK 3 0 0 0 0 0 0 0 PART I, LINE 2: GRANTS ARE MADE TO WELL ESTABLISHED US CHARITIES (RECOGNIZED 501(C)(3) ORGANIZATIONS) AND IN-PERSON MEETINGS WITH REPRESENTATIVES CONDUCTING WORK OVERSEAS ARE ARRANGED WHEN POSSIBLE. WE REQUIRE GRANTEE SUBMISSONS OF PERIODIC GRANT REPORTS DOCUMENTING ALL EXPENDITURES ALONG WITH PHOTOGRAPHIC OR OTHER VISUAL REPORTS DETAILING PROGRESS OF FUNDED PROJECTS. WHEN POSSIBLE, A FOUNDATION REPRESENTATIVE VISITS THE FUNDED PROJECT OR PROGRAM. PART I, LINE 3: THE EXPENDITURES REPORTED ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. FOUNDER'S AUCTION 377206 345322 31884 31884 377206 345322 31884 31884 31884 0 1 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. 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. SEATTLE EDUCATION ACCESS 6920 ROOSEVELT WAY NE 355 SEATTLE WA 98115 043602577 501(C)(3) 10000 TO SUPPORT THE COLLEGE SUCCESS PROGRAM TO HELP GRADUATE HIGH SCHOOL STUDENTS PREPARE FOR COLLEGE. ARTS CORPS 4408 DELRIDGE WAY SW 110 SEATTLE WA 98106 912044679 501(C)(3) 10000 TO SUPPORT THE TEEN ARTIST PROGRAM ENSURING ACCESS TO ARTS EDUCATION FOR ALL STUDENTS. 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. INTERNATIONAL COMMUNITY HEALTH SERVICES PO BOX 3007 SEATTLE WA 98114 260493856 501(C)(3) 30000 TO SUPPORT OPENING OF ICHS'S BELLEVUE CLINIC, INCREASING ACCESS TO CULTURALLY APPRORIATE AFFORDABLE HEALTH CARE FOR ALL. KIN ON COMMUNITY HEALTH 4416 S BRANDON ST SEATTLE WA 98118 911620786 501(C)(3) 35000 TO SUPPORT EXPANSION OF THE SHORT-TERM REHAB CARE SERVICES IN A CULTURALLY APPROPRIATE SETTING. 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. WA 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. DENISE LOUIE EDUCATION CENTER 1930 SIXTH AVE S SUITE 401 SEATTLE WA 98134 911016974 501(C)(3) 10000 TO SUPPORT QUALITY MULTICULTURAL EARLY EDUCATION FOR CHILDREN FROM IMMIGRANT AND REFUGEE FAMILIES. LIFESPRING PO BOX 53203 BELLEVUE WA 98015 910658331 501(C)(3) 5000 TO SUPPORT THE GRADS-ON-TRACK PROGRAM FOR AT-RISK STUDENTS. SOUND CHILDCARE SOLUTIONS 1225 S WELLER ST SUITE 200 SEATTLE WA 98144 020551791 501(C)(3) 10000 TO SUPPORT THE OPENING OF HOA MAI BILINGUAL PRESCHOOL. 12 0 EDUCATION SCHOLARSHIPS 13 19500 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. X TRINKETS 284 31884 FMV 0 0 0 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B IS THE NUMBER OF ITEMS RECEIVED. 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 A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 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.