SHENG-YEN LU FOUNDATION: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
SHENG-YEN LU FOUNDATION (EIN 26-3276872)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-12
IRS object ID
201412249349301511
Schema version
2013v3.0
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)
Return2014-08-12T11:30:26-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1700AddressLine1
CityBELLEVUECity
StateWAState
ZIP Code98004ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN263276872EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1SHENG-YEN LU FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlSHENBusinessNameControlTxt
Phone4258833500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1
CityREDMONDCity
StateWAState
ZIP Code98052ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonFO-CHING LUPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone4258833500PhoneNum
Signature2014-08-11SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonKATHRYN J ONGPreparerPersonNm
PTINP00746598PTIN
Phone4254544919PhoneNum
Preparation2014-08-11PreparationDt
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

Doing Business As Name DoingBusinessAsName

FieldValueIRS element (for citing)
Business Name Line1SYL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Principal OfficerFO-CHING LUPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1
CityREDMONDCity
StateWAState
ZIP Code98052ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$656,452GrossReceiptsAmt
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 Body6VotingMembersGoverningBodyCnt
Voting Members Independent6VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers10TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$2,030,542PYContributionsGrantsAmt
CY Contributions Grants$628,170CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$48,264PYInvestmentIncomeAmt
CY Investment Income$28,282CYInvestmentIncomeAmt
PY Other Revenue$0PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$2,078,806PYTotalRevenueAmt
CY Total Revenue$656,452CYTotalRevenueAmt
PY Grants And Similar Paid$403,505PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$254,091CYGrantsAndSimilarPaidAmt
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$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$7,523CYTotalFundraisingExpenseAmt
PY Other Expenses$492,509PYOtherExpensesAmt
CY Other Expenses$42,951CYOtherExpensesAmt
PY Total Expenses$896,014PYTotalExpensesAmt
CY Total Expenses$297,042CYTotalExpensesAmt
PY Revenues Less Expenses$1,182,792PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$359,410CYRevenuesLessExpensesAmt
Total Assets BOY$3,667,835TotalAssetsBOYAmt
Total Assets EOY$4,023,995TotalAssetsEOYAmt
Total Liabilities BOY$25,859TotalLiabilitiesBOYAmt
Total Liabilities EOY$10,818TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$3,641,976NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$4,013,177NetAssetsOrFundBalancesEOYAmt
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$160,639ExpenseAmt
Grant$147,273GrantAmt
DescSHENG-YEN LU FOUNDATION MADE SEVEN HEALTHCARE GRANTS IN 2013. ALL SEVEN GRANTEES REACH OUT TO UNDERSERVED POPULATIONS AND OFFER MEDICAL 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 PROGRAM THAT PROVIDES CULTURALLY APPROPRIATE HEALTH SERVICES AND RESOURCES. THE SECOND GRANTEE WAS JUBILEE REACH CENTER, OFFERING MOBILE MEDICAL AND DENTAL VAN PROGRAMS. THE THIRD GRANTEE WAS KIN ON HEALTH CARE CENTER, OFFERING CULTURALLY APPROPRIATE REHABILITATIVE NURSING CARE. THE FOURTH GRANTEE WAS MEDICAL TEAMS INTERNATIONAL, 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, HELPING WITH CRITICAL YOUTH EDUCATION AND PREVENTION PROGRAMS.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$109,076ExpenseAmt
Grant$100,000GrantAmt
DescSHENG-YEN LU FOUNDATION MADE EIGHT EDUCATION GRANTS IN 2013. THE FIRST GRANTEE WAS 826 SEATTLE, 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 CITY YEAR, WORKING IN HIGH POVERTY SCHOOLS TO IMPROVE STUDENT ATTENDANCE, BEHAVIOR, AND COURSE PERFORMANCE THROUGH ACADEMIC AND SOCIO-EMOTIONAL SUPPORT. 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.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$7,437ExpenseAmt
Grant$6,818GrantAmt
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$277,152TotalProgramServiceExpensesAmt
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 ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To OrgYes (1)MoreThan5000KToOrgInd
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 Document1IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
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 Members6GoverningBodyVotingMembersCnt
Independent Voting Member6IndependentVotingMemberCnt
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
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 LUBusinessNameLine1
FieldValueIRS element (for citing)
Phone4258833500PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1
CityREDMONDCity
StateWAState
ZIP Code98052ZIPCode
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
FO-CHI LU
TREASURER10.00Yes (X)Yes (X)$0$0$0
LAURIE GREIG
DIRECTOR1.00Yes (X)$0$0$0
DEXTER KUAH
DIRECTOR0.50Yes (X)$0$0$0
KEVIN KLINGBEIL
DIRECTOR1.00Yes (X)$0$0$0
TERESA PIERSA
DIRECTOR1.00Yes (X)$0$0$0
HEATHER EDLUND
DIRECTOR3.00Yes (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$628,170AllOtherContributionsAmt
Noncash Contributions$2,500NoncashContributionsAmt
Total Contributions$628,170TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$28,282TotalRevenueColumnAmt
Exclusion$28,282ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$656,452TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$28,282ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$247,273TotalAmt
Program Services$247,273ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$6,818TotalAmt
Program Services$6,818ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$4,050TotalAmt
Management And General$4,050ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$8,038TotalAmt
Program Services$6,738ProgramServicesAmt
Fundraising$1,300FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$10,853TotalAmt
Program Services$9,040ProgramServicesAmt
Management And General$1,511ManagementAndGeneralAmt
Fundraising$302FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$914TotalAmt
Program Services$914ProgramServicesAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$8,803TotalAmt
Program Services$3,506ProgramServicesAmt
Management And General$3,787ManagementAndGeneralAmt
Fundraising$1,510FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,544TotalAmt
Program Services$1,544ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$2,037TotalAmt
Program Services$213ProgramServicesAmt
Management And General$1,824ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$2,777TotalAmt
Program Services$1,106ProgramServicesAmt
Management And General$1,195ManagementAndGeneralAmt
Fundraising$476FundraisingAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescFUNDRAISING EXPENSESDesc
Total$3,935TotalAmt
Fundraising$3,935FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$297,042TotalAmt
Program Services$277,152ProgramServicesAmt
Management And General$12,367ManagementAndGeneralAmt
Fundraising$7,523FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$432,236BOYAmt
EOY$620,991EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,746,213BOYAmt
EOY$3,361,629EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$481,185BOYAmt
EOY$22,283EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,309BOYAmt
EOY$4,918EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$5,892BOYAmt
EOY$14,174EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$3,667,835BOYAmt
EOY$4,023,995EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$25,859BOYAmt
EOY$10,818EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$25,859BOYAmt
EOY$10,818EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$3,641,976BOYAmt
EOY$4,013,177EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,641,976BOYAmt
EOY$4,013,177EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$3,667,835BOYAmt
EOY$4,023,995EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$359,410ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$11,791NetUnrlzdGainsLossesInvstAmt
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$750,482CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,114,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,079,207CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,030,542CurrentTaxYearMinus1YearAmt
Current Tax Year$628,170CurrentTaxYearAmt
Total$5,602,965TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$750,482CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,114,564CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,079,207CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$2,030,542CurrentTaxYearMinus1YearAmt
Current Tax Year$628,170CurrentTaxYearAmt
Total$5,602,965TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$359,625SubstantialContributorsTotAmt
Public Support Total170$5,243,340PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,353CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$6,682CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$3,305CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$48,264CurrentTaxYearMinus1YearAmt
Current Tax Year$28,282CurrentTaxYearAmt
Total$88,886TotalAmt
FieldValueIRS element (for citing)
Total Support$5,691,851TotalSupportAmt
Public Support CY1700.92120PublicSupportCY170Pct
Public Support PY1700.69840PublicSupportPY170Pct
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$2,200,000BeginningYearBalanceAmt
Contributions$770,000ContributionsAmt
Investment Earnings Or Losses$39,714InvestmentEarningsOrLossesAmt
Other Expenditures$39,714OtherExpendituresAmt
End Year Balance$2,970,000EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

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 Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

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

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$500,000BeginningYearBalanceAmt
Contributions$500,000ContributionsAmt
Investment Earnings Or Losses$4,043InvestmentEarningsOrLossesAmt
End Year Balance$1,004,043EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Contributions$500,000ContributionsAmt
End Year Balance$500,000EndYearBalanceAmt
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
ExplanationENDOWMENT FUNDS ARE SET ASIDE TO BUILD AND OPERATE A HEALTH CLINIC TO INCREASE ACCESS TO QUALITY HEALTH CARE FOR ALL INDIVIDUALS.ExplanationTxt

Schedule F IRS990ScheduleF

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

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionEAST ASIA AND THE PACIFICRegionTxt
Offices0OfficesCnt
Employee0EmployeeCnt
Type Of Activities ConductedPROGRAM SERVICESTypeOfActivitiesConductedTxt
Specific Services ProvidedGRANTMAKINGSpecificServicesProvidedTxt
Region Total Expenditures$6,818RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$6,818SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$6,818TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp

FieldValueIRS element (for citing)
RegionEAST ASIA AND THE PACIFICRegionTxt
Purpose Of GrantTYPHOON HAIYAN/YOLANDA DISASTER RECOVERYPurposeOfGrantTxt
Cash Grant$6,818CashGrantAmt
Manner Of Cash DisbursementCHECKMannerOfCashDisbursementTxt
Non Cash Assistance$0NonCashAssistanceAmt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.

Schedule I IRS990ScheduleI

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

Recipient Table RecipientTable (15 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
826 SEATTLE
8414 GREENWOOD AVE NORTHSEATTLEWA98113412127333501(C)(3)$20,000TO INCREASE ACCESS TO EDUCATIONAL PROGRAMS.
COLLEGE ACCESS NOW
1700 21ST AVE S 201SEATTLEWA98144680624494501(C)(3)$15,000SEE SUPPLEMENTAL INFORMATION.
CITY YEAR SEATTLE
2203 23RD AVE S STE 101SEATTLEWA98144222882549501(C)(3)$10,000TO SUPPORT THE "WHOLE SCHOOL, WHOLE CHILD" EDUCATION PROGRAM.
COMMUNITY DAY SCHOOL ASSOCIATION
5333 15TH AVE S SUITE 1LSEATTLEWA98108910987650501(C)(3)$10,000SEE SUPPLEMENTAL INFORMATION.
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)$15,000SEE SUPPLEMENTAL INFORMATION.
JUBILEE REACH CENTER
14200 SE 13TH PLACEBELLEVUEWA98007204074712501(C)(3)$20,000TO FUND MOBILE MEDICAL AND DENTAL VAN PROGRAMS.
INTERNATIONAL COMMUNITY HEALTH SERVICES (ICHS)
PO BOX 3007SEATTLEWA98114260493856501(C)(3)$35,000SEE SUPPLEMENTAL INFORMATION.
KIN ON HEALTH CARE CENTER
4416 S BRANDON STSEATTLEWA98118911620786501(C)(3)$15,000TO SUPPORT EXPANSION OF THE SHORT-TERM REHAB CARE SERVICES.
MEDICAL TEAMS INTERNATIONAL
PO BOX 10PORTLANDWA97207930878944501(C)(3)$10,000TO SUPPORT THE MOBILE DENTAL SERVICES PROGRAM SERVING THE PACIFIC NORTHWEST.
NEIGHBORCARE HEALTH
1537 WESTERN AVENUESEATTLEWA98101910893287501(C)(3)$35,000SEE SUPPLEMENTAL INFORMATION.
WA STATE SMILE PARTNERS
221 WINSLOW WAY W SUITE 302BAINBRIDGE ISLANDWA98110200381039501(C)(3)$15,000SEE SUPPLEMENTAL INFORMATION.
YOUTH EASTSIDE SERVICES
999 164TH AVE NEBELLEVUEWA98008910849093501(C)(3)$10,000FOR THE YES LIFELINE FUND.
FieldValueIRS element (for citing)
Total501c3 Org15Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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.
SCHEDULE I, PART II, LINE 1A, COLUMN H:NAME OF ORGANIZATION: COLLEGE ACCESS NOW TO SUPPORT EDUCATION PROGRAMS ENSURING COLLEGE ADMISSION AND FUTURE SUCCESS FOR ECONOMICALLY DISADVANTAGED YOUTH.
SCHEDULE I, PART II, LINE 1A, COLUMN H:NAME OF ORGANIZATION: COMMUNITY DAY SCHOOL ASSOCIATION TO SUPPORT THE "RISING KINDERGARTNER" SUMMER CAMP, AN 11-WEEK ENRICHMENT LEARNING PROGRAM.
SCHEDULE I, PART II, LINE 1A, COLUMN H:NAME OF ORGANIZATION: YEAR UP TO SUPPORT A PROGRAM THAT TRAINS AND CONNECTS LOW-INCOME YOUNG ADULTS TO LIVABLE WAGE JOBS IN THE INFORMATION TECHNOLOGY SECTOR.
SCHEDULE I, PART II, LINE 1A, COLUMN H:NAME OF ORGANIZATION: INTERNATIONAL COMMUNITY HEALTH SERVICES (ICHS) TO SUPPORT OPENING OF ICHS'S BELLEVUE CLINIC, INCREASING ACCESS TO CULTURALLY APPRORIATE AFFORDABLE HEALTH CARE FOR ALL.
SCHEDULE I, PART II, LINE 1A, COLUMN H:NAME OF ORGANIZATION: NEIGHBORCARE HEALTH TO SUPPORT THE OPERATION OF SCHOOL-BASED HEALTH CENTERS, PROVIDING UNCOMPENSATED CARE TO ELEMENTARY, MIDDLE AND HIGH SCHOOL STUDENTS.
SCHEDULE I, PART II, LINE 1A, COLUMN H:NAME OF ORGANIZATION: WA STATE SMILE PARTNERS FOR MOBILE DENTAL PROGRAM TO IMPROVE ORAL HEALTH OF CHILDREN FROM LOW-INCOME HOUSEHOLDS IN SOUTH KING & KITSAP COUNTIES.

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, 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 EMPLOYEES 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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