SHENG-YEN LU FOUNDATION: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
SHENG-YEN LU FOUNDATION (EIN 26-3276872)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201542259349302434
Schema version
2014v5.0
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)
Return2015-08-13T13:42:22-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

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 Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN J ONGPreparerPersonNm
PTINP00746598PTIN
Phone4254544919PhoneNum
Preparation2015-08-12PreparationDt
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

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$979,073GrossReceiptsAmt
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 Employee1TotalEmployeeCnt
Total Volunteers9TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$628,170PYContributionsGrantsAmt
CY Contributions Grants$926,071CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$28,282PYInvestmentIncomeAmt
CY Investment Income$53,002CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$656,452PYTotalRevenueAmt
CY Total Revenue$979,073CYTotalRevenueAmt
PY Grants And Similar Paid$254,091PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$266,154CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,667CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$10,509CYTotalFundraisingExpenseAmt
PY Other Expenses$42,951PYOtherExpensesAmt
CY Other Expenses$86,783CYOtherExpensesAmt
PY Total Expenses$297,042PYTotalExpensesAmt
CY Total Expenses$367,604CYTotalExpensesAmt
PY Revenues Less Expenses$359,410PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$611,469CYRevenuesLessExpensesAmt
Total Assets BOY$4,023,995TotalAssetsBOYAmt
Total Assets EOY$4,708,318TotalAssetsEOYAmt
Total Liabilities BOY$10,818TotalLiabilitiesBOYAmt
Total Liabilities EOY$5,472TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$4,013,177NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,702,846NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSHENG-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.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$176,697ExpenseAmt
Grant$146,500GrantAmt
DescSHENG-YEN LU FOUNDATION MADE SEVEN HEALTHCARE GRANTS IN 2014. ALL SEVEN GRANTEES REACH OUT TO UNDERSERVED POPULATIONS AND OFFER MEDICAL, MENTAL HEALTH AND DENTAL CARE TO MANY WHO WOULD OTHERWISE BE WITHOUT. THEY NEVER TURN AWAY PATIENTS WHO ARE UNABLE TO PAY FOR CARE. THE FIRST GRANTEE WAS INTERNATIONAL COMMUNITY HEALTH SERVICES (ICHS), A COMMUNITY HEALTH CENTER THAT PROVIDES CULTURALLY APPROPRIATE HEALTH SERVICES. THE SECOND GRANTEE WAS CRISIS CLINIC WHOSE 2-1-1 PROGRAM CONNECTS PEOPLE TO CRITICAL HEALTH SERVICES. THE THIRD GRANTEE WAS KIN ON HEALTH CARE CENTER, OFFERING CULTURALLY APPROPRIATE REHABILITATIVE NURSING CARE. THE FOURTH GRANTEE WAS MEDICAL TEAMS INTERNATIONAL (MTI), SERVING THE REGION WITH A MOBILE DENTAL PROGRAM. THE FIFTH GRANTEE WAS NEIGHBORCARE HEALTH, A FEDERALLY QUALIFIED HEALTH CENTER THAT OPERATES 16 MEDICAL, DENTAL, AND SCHOOL-BASED CLINICS. THE SIXTH GRANTEE WAS WA STATE SMILE PARTNERS, OFFERING ORAL HEALTH SERVICES TO CHILDREN FROM LOW INCOME HOUSEHOLDS IN SOUTH KING AND KITSAP COUNTIES. THE SEVENTH GRANTEE WAS YOUTH EASTSIDE SERVICES (YES), HELPING WITH CRITICAL YOUTH EDUCATION AND PREVENTION PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$138,704ExpenseAmt
Grant$115,000GrantAmt
DescSHENG-YEN LU FOUNDATION MADE TEN EDUCATION GRANTS IN 2014. THE FIRST GRANTEE WAS 826 SEATTLE (NOW 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 SECOND GRANTEE WAS ARTS CORPS, OFFERING ARTS LEARNING OPPORTUNITIES THAT DEVELOP LEADERSHIP AND 21ST CENTURY SKILLS. THE THIRD GRANTEE WAS COLLEGE ACCESS NOW (CAN) WHOSE COLLEGE PERSISTENCE PROGRAM ENSURES HIGH SCHOOL GRADUATION AND COLLEGE SUCCESS. THE FOURTH GRANT WAS AWARDED TO COMMUNITY DAY SCHOOL ASSOCIATION, WHICH OPERATES ENRICHMENT LEARNING PROGRAMS FOR PRE-SCHOOLERS. THE FIFTH GRANT WAS FOR RENTON AREA YOUTH AND FAMILY SERVICES' PROGRAM TO INCREASE HIGH SCHOOL GRADUATION. THE SIXTH GRANT WENT TO SEATTLE EDUCATION ACCESS' (SEA) COLLEGE SUCCESS PROGRAM. THE SEVENTH GRANT WAS FOR TREEHOUSE'S EDUCATION ENGAGEMENT PROGRAM. THE EIGHTH GRANT WAS FOR YEAR UP'S PROGRAM THAT TRAINS AND CONNECTS LOW INCOME YOUTH TO LIVABLE WAGE JOBS IN THE INFORMATION TECHNOLOGY SECTOR. THE NINTH 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 TENTH GRANT WAS AWARDED TO BELLEVUE SCHOOLS FOUNDATION'S SAMMAMISH LEADS PROGRAM, AN EIGHT-DAY INTENSIVE SUMMER PROGRAM THAT ENGAGES STUDENTS IN PROBLEM-BASED LEARNING ALONGSIDE TEACHERS AND INDUSTRY PROFESSIONALS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$5,613ExpenseAmt
Grant$4,654GrantAmt
DescSHENG-YEN LU FOUNDATION MADE A DISASTER RELIEF GRANT TO MERCY CORPS TO AID IN THE RECOVERY OF ALL THOSE AFFECTED BY TYPHOON HAIYAN/YOLANDA IN THE PHILIPPINES.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$321,014TotalProgramServiceExpensesAmt
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 Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
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
Employee1EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
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
TREASURER10.00Yes (X)Yes (X)$0$0$0
DEXTER KUAH
DIRECTOR1.00Yes (X)$0$0$0
KEVIN KLINGBEIL
DIRECTOR1.00Yes (X)$0$0$0
TERESA PIERSA
DIRECTOR1.00Yes (X)$0$0$0
HEATHER EDLUND
DIRECTOR1.00Yes (X)$0$0$0
FO-CHI LU
DIRECTOR1.00Yes (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
All Other Contributions$926,071AllOtherContributionsAmt
Noncash Contributions$2,500NoncashContributionsAmt
Total Contributions$926,071TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$52,568TotalRevenueColumnAmt
Exclusion$52,568ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$434SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$0SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$434SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$434TotalRevenueColumnAmt
Exclusion$434ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$979,073TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$53,002ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$261,500TotalAmt
Program Services$261,500ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$4,654TotalAmt
Program Services$4,654ProgramServicesAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$13,500TotalAmt
Program Services$13,500ProgramServicesAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$1,167TotalAmt
Program Services$1,167ProgramServicesAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$611TotalAmt
Management And General$611ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,010TotalAmt
Management And General$4,010ManagementAndGeneralAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$14,219TotalAmt
Management And General$14,219ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$462TotalAmt
Management And General$462ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,234TotalAmt
Program Services$5,609ProgramServicesAmt
Management And General$1,822ManagementAndGeneralAmt
Fundraising$3,803FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$15,898TotalAmt
Program Services$15,544ProgramServicesAmt
Fundraising$354FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$7,158TotalAmt
Program Services$7,158ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$26,239TotalAmt
Program Services$10,496ProgramServicesAmt
Management And General$13,119ManagementAndGeneralAmt
Fundraising$2,624FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$1,382TotalAmt
Program Services$158ProgramServicesAmt
Management And General$1,224ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$3,070TotalAmt
Program Services$1,228ProgramServicesAmt
Management And General$614ManagementAndGeneralAmt
Fundraising$1,228FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFUNDRAISING EXPENSEDesc
Total$2,500TotalAmt
Fundraising$2,500FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$367,604TotalAmt
Program Services$321,014ProgramServicesAmt
Management And General$36,081ManagementAndGeneralAmt
Fundraising$10,509FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$620,991BOYAmt
EOY$142,540EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,361,629BOYAmt
EOY$2,160,605EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$22,283BOYAmt
EOY$29,007EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$4,918BOYAmt
EOY$2,618EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
EOY$2,369,725EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$14,174BOYAmt
EOY$3,823EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$4,023,995BOYAmt
EOY$4,708,318EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$10,818BOYAmt
EOY$5,472EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$10,818BOYAmt
EOY$5,472EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$4,013,177BOYAmt
EOY$4,702,846EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,013,177BOYAmt
EOY$4,702,846EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$4,023,995BOYAmt
EOY$4,708,318EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$611,469ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$78,200NetUnrlzdGainsLossesInvstAmt
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$1,114,564CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,079,207CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,030,542CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$628,170CurrentTaxYearMinus1YearAmt
Current Tax Year$926,071CurrentTaxYearAmt
Total$5,778,554TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,114,564CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,079,207CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$2,030,542CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$628,170CurrentTaxYearMinus1YearAmt
Current Tax Year$926,071CurrentTaxYearAmt
Total$5,778,554TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$362,883SubstantialContributorsTotAmt
Public Support Total170$5,415,671PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$6,682CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$3,305CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$48,264CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$28,282CurrentTaxYearMinus1YearAmt
Current Tax Year$55,817CurrentTaxYearAmt
Total$142,350TotalAmt
FieldValueIRS element (for citing)
Total Support$5,920,904TotalSupportAmt
Public Support CY1700.91470PublicSupportCY170Pct
Public Support PY1700.92120PublicSupportPY170Pct
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$2,970,000BeginningYearBalanceAmt
Contributions$1,429,452ContributionsAmt
Investment Earnings Or Losses$131,153InvestmentEarningsOrLossesAmt
Administrative Expenses$14,219AdministrativeExpensesAmt
End Year Balance$4,516,386EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$1,004,043BeginningYearBalanceAmt
Contributions$200,000ContributionsAmt
End Year Balance$1,204,043EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$500,000BeginningYearBalanceAmt
Contributions$500,000ContributionsAmt
Investment Earnings Or Losses$4,043InvestmentEarningsOrLossesAmt
End Year Balance$1,004,043EndYearBalanceAmt
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
ExplanationENDOWMENT FUNDS ARE SET ASIDE TO BUILD AND OPERATE A HEALTH CLINIC TO INCREASE ACCESS TO QUALITY HEALTH CARE FOR ALL INDIVIDUALS.ExplanationTxt

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (16 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
826 SEATTLE (NOW BUREAU OF FEARLESS IDEAS)
8414 GREENWOOD AVE NORTHSEATTLEWA98113412127333501(C)(3)$15,000TO INCREASE ACCESS TO QUALITY EDUCATIONAL PROGRAMS.
COLLEGE ACCESS NOW
1700 21ST AVE S 201SEATTLEWA98144680624494501(C)(3)$15,000TO SUPPORT EDUCATION PROGRAMS ENSURING COLLEGE ADMISSION AND FUTURE SUCCESS FOR ECONOMICALLY DISADVANTAGED YOUTH.
COMMUNITY DAY SCHOOL ASSOCIATION
5333 15TH AVE S SUITE 1LSEATTLEWA98108910987650501(C)(3)$10,000TO SUPPORT THE "RISING KINDERGARTNER" SUMMER CAMP, AN 11-WEEK ENRICHMENT LEARNING PROGRAM.
RENTON AREA YOUTH & FAMILY SERVICES
1025 S 3RD STREETRENTONWA98057510152621501(C)(3)$10,000TO SUPPORT THE "SPARK THIS" DROPOUT PREVENTION PROGRAM.
SEATTLE EDUCATION ACCESS
6920 ROOSEVELT WAY NE 355SEATTLEWA98115043602577501(C)(3)$10,000TO SUPPORT THE COLLEGE SUCCESS PROGRAM.
TREEHOUSE
2100 24TH AVE S SUITE 200SEATTLEWA98144911425676501(C)(3)$10,000TO SUPPORT THE EDUCATION ENGAGEMENT PROGRAM.
YEAR UP
2607 2ND AVESEATTLEWA98121043534407501(C)(3)$15,000TO SUPPORT A PROGRAM THAT TRAINS AND CONNECTS LOW-INCOME YOUNG ADULTS TO LIVABLE WAGE JOBS IN THE INFORMATION TECHNOLOGY SECTOR.
BELLEVUE SCHOOLS FOUNDATION
PO BOX 40644BELLEVUEWA98015911080997501(C)(3)$10,000TO SUPPORT THE SAMMAMISH LEADS PROGRAM.
ARTS CORPS
4408 DELRIDGE WAY SW 110SEATTLEWA98106912044679501(C)(3)$10,000TO SUPPORT THE TEEN ARTIST PROGRAM.
VIETNAMESE FRIENDSHIP ASSOCIATION
3829B SOUTH EDMUNDS STREETSEATTLEWA98118911122532501(C)(3)$10,000TO SUPPORT THE ACADEMIC LIFELINE PROGRAMS.
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.
KIN ON COMMUNITY HEALTH
4416 S BRANDON STSEATTLEWA98118911620786501(C)(3)$35,000TO SUPPORT EXPANSION OF THE SHORT-TERM REHAB CARE SERVICES.
MEDICAL TEAMS INTERNATIONAL
9680 153RD AVE NEREDMONDWA98052930878944501(C)(3)$15,000TO SUPPORT THE MOBILE DENTAL SERVICES PROGRAM SERVING THE PACIFIC NORTHWEST.
NEIGHBORCARE HEALTH
1537 WESTERN AVESEATTLEWA98101910893287501(C)(3)$30,000TO SUPPORT THE OPERATION OF SCHOOL-BASED HEALTH CENTERS, PROVIDING UNCOMPENSATED CARE TO ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS.
WA STATE SMILE PARTNERS
221 WINSLOW WAY W SUITE 302BAINBRIDGE ISLANDWA98110200381039501(C)(3)$15,000FOR MOBILE DENTAL PROGRAM TO IMPROVE ORAL HEALTH OF CHILDREN FROM LOW-INCOME HOUSEHOLDS IN SOUTH KING & KITSAP COUNTIES.
YOUTH EASTSIDE SERVICES
999 164TH AVE NEBELLEVUEWA98008910849093501(C)(3)$10,000TO SUPPORT THE YES LIFELINE FUND.
FieldValueIRS element (for citing)
Total501c3 Org16Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

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, 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 DIRECTOR, FO-CHI LU HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11THE 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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