2014-08-12T11:30:26-05:00 2013-12-31 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2013-01-01 263276872 SHENG-YEN LU FOUNDATION SHEN 4258833500 17102 NE 40TH CT REDMOND WA 98052 FO-CHING LU PRESIDENT 4258833500 2014-08-11 1 KATHRYN J ONG P00746598 4254544919 2014-08-11 2013 2015-11-30 17:44:51Z SYL FOUNDATION FO-CHING LU 17102 NE 40TH CT REDMOND WA 98052 656452 0 X WWW.SYLFOUNDATION.ORG X 2008 WA TO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL. 6 6 0 10 0 0 2030542 628170 0 0 48264 28282 0 0 2078806 656452 403505 254091 0 0 0 0 0 0 7523 492509 42951 896014 297042 1182792 359410 3667835 4023995 25859 10818 3641976 4013177 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 160639 147273 SHENG-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. 109076 100000 SHENG-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. 7437 6818 SHENG-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. 277152 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 0 0 0 0 1 1 0 0 0 0 X 6 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 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 FO-CHI LU TREASURER 10.00 X X 0 0 0 LAURIE GREIG DIRECTOR 1.00 X 0 0 0 DEXTER KUAH DIRECTOR 0.50 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 3.00 X 0 0 0 0 0 0 0 0 0 0 0 628170 2500 628170 28282 28282 656452 0 0 28282 247273 247273 6818 6818 4050 4050 8038 6738 1300 10853 9040 1511 302 914 914 8803 3506 3787 1510 1544 1544 2037 213 1824 2777 1106 1195 476 FUNDRAISING EXPENSES 3935 3935 297042 277152 12367 7523 432236 620991 2746213 3361629 481185 22283 2309 4918 5892 14174 3667835 4023995 25859 10818 25859 10818 X 3641976 4013177 3641976 4013177 3667835 4023995 359410 11791 0 X 0 0 0 X 750482 1114564 1079207 2030542 628170 5602965 750482 1114564 1079207 2030542 628170 5602965 359625 5243340 2353 6682 3305 48264 28282 88886 5691851 0.92120 0.69840 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2200000 770000 39714 39714 2970000 1204043 1000000 6643 10686 2200000 1004043 200000 1204043 500000 500000 4043 1004043 500000 500000 1.00000 0.00000 0.00000 0 0 0 PART V, LINE 4: ENDOWMENT FUNDS ARE SET ASIDE TO BUILD AND OPERATE A HEALTH CLINIC TO INCREASE ACCESS TO QUALITY HEALTH CARE FOR ALL INDIVIDUALS. 1 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GRANTMAKING 6818 0 0 0 0 0 0 6818 0 6818 EAST ASIA AND THE PACIFIC TYPHOON HAIYAN/YOLANDA DISASTER RECOVERY 6818 CHECK 0 1 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. 1 826 SEATTLE 8414 GREENWOOD AVE NORTH SEATTLE WA 98113 412127333 501(C)(3) 20000 TO INCREASE ACCESS TO EDUCATIONAL PROGRAMS. COLLEGE ACCESS NOW 1700 21ST AVE S 201 SEATTLE WA 98144 680624494 501(C)(3) 15000 SEE SUPPLEMENTAL INFORMATION. CITY YEAR SEATTLE 2203 23RD AVE S STE 101 SEATTLE WA 98144 222882549 501(C)(3) 10000 TO SUPPORT THE "WHOLE SCHOOL, WHOLE CHILD" EDUCATION PROGRAM. COMMUNITY DAY SCHOOL ASSOCIATION 5333 15TH AVE S SUITE 1L SEATTLE WA 98108 910987650 501(C)(3) 10000 SEE SUPPLEMENTAL INFORMATION. RENTON AREA YOUTH & FAMILY SERVICES 1025 S 3RD STREET RENTON WA 98057 510152621 501(C)(3) 10000 TO SUPPORT THE "SPARK THIS" DROPOUT PREVENTION PROGRAM. SEATTLE EDUCATION ACCESS 6920 ROOSEVELT WAY NE 355 SEATTLE WA 98115 043602577 501(C)(3) 10000 TO SUPPORT THE COLLEGE SUCCESS PROGRAM. TREEHOUSE 2100 24TH AVE S SUITE 200 SEATTLE WA 98144 911425676 501(C)(3) 10000 TO SUPPORT THE EDUCATION ENGAGEMENT PROGRAM. YEAR UP 2607 2ND AVE SEATTLE WA 98121 043534407 501(C)(3) 15000 SEE SUPPLEMENTAL INFORMATION. JUBILEE REACH CENTER 14200 SE 13TH PLACE BELLEVUE WA 98007 204074712 501(C)(3) 20000 TO FUND MOBILE MEDICAL AND DENTAL VAN PROGRAMS. INTERNATIONAL COMMUNITY HEALTH SERVICES (ICHS) PO BOX 3007 SEATTLE WA 98114 260493856 501(C)(3) 35000 SEE SUPPLEMENTAL INFORMATION. KIN ON HEALTH CARE CENTER 4416 S BRANDON ST SEATTLE WA 98118 911620786 501(C)(3) 15000 TO SUPPORT EXPANSION OF THE SHORT-TERM REHAB CARE SERVICES. MEDICAL TEAMS INTERNATIONAL PO BOX 10 PORTLAND WA 97207 930878944 501(C)(3) 10000 TO SUPPORT THE MOBILE DENTAL SERVICES PROGRAM SERVING THE PACIFIC NORTHWEST. NEIGHBORCARE HEALTH 1537 WESTERN AVENUE SEATTLE WA 98101 910893287 501(C)(3) 35000 SEE SUPPLEMENTAL INFORMATION. WA STATE SMILE PARTNERS 221 WINSLOW WAY W SUITE 302 BAINBRIDGE ISLAND WA 98110 200381039 501(C)(3) 15000 SEE SUPPLEMENTAL INFORMATION. YOUTH EASTSIDE SERVICES 999 164TH AVE NE BELLEVUE WA 98008 910849093 501(C)(3) 10000 FOR THE YES LIFELINE FUND. 15 0 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. 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 2 PRESIDENT, FO-CHING LU AND TREASURER, 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 EMPLOYEES 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.