2013-11-11T11:02:53-06:00 2012-12-31 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2012-01-01 263276872 SHENG-YEN LU FOUNDATION SHEN 4258833500 17102 NE 40TH CT REDMOND WA 98052 FO-CHING LU 4258833500 2013-11-10 1 KATHRYN J ONG P00746598 4254544919 2013-11-07 2012 2016-02-24 21:20:13Z SYL FOUNDATION FO-CHING LU 17102 NE 40TH CT REDMOND WA 98052 2078806 0 X WWW.SYLFOUNDATION.ORG X 2008 WA TO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL. 7 7 0 10 0 0 1079207 2030542 0 0 3305 48264 0 0 1082512 2078806 394106 403505 0 0 0 0 0 0 449232 45532 492509 439638 896014 642874 1182792 2469942 3667835 677 25859 2469265 3641976 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 175305 167500 SHENG-YEN LU FOUNDATION MADE SEVEN HEALTHCARE GRANTS IN 2012. ALL SEVEN GRANTEES REACH OUT AND OFFER MEDICAL AND DENTAL CARE TO THOSE WHO OTHERWISE WOULD BE WITHOUT. THEY NEVER TURN AWAY PATIENTS WHO HAVE NO MONEY TO PAY. THE FIRST GRANTEE WAS INTERNATIONAL COMMUNITY HEALTH SERVICES (ICHS), A PROGRAM THAT LINKS PEOPLE TO MUCH NEEDED HEALTH SERVICES AND RESOURCES. THE SECOND GRANTEE WAS HEALTHPOINT, A FEDERALLY QUALIFIED HEALTH CENTER THAT OPERATES 12 MEDICAL AND DENTAL CLINICS IN KING COUNTY. THE THIRD GRANTEE WAS JUBILEE REACH CENTER. IT OPERATES A MEDICAL CLINIC AND A MOBILE DENTAL VAN PROGRAM. THE FOURTH GRANTEE WAS KIN ON COMMUNITY HEALTH CENTER, OFFERING CULTURALLY APPROPRIATE REHABILITATIVE NURSING CARE. 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, TO HELP FUND CRITICAL EDUCATION AND PREVENTION PROGRAMS. 107125 101550 SHENG-YEN LU FOUNDATION MADE EIGHT EDUCATION GRANTS IN 2012. 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 POWERFUL SCHOOLS' "SCHOOL READINESS PROJECT." THE FOURTH GRANT WAS AWARDED TO TECHNOLOGY ACCESS FOUNDATION WHICH OPERATES AFTER SCHOOL PROGRAMS TARGETING UNDERPRIVILEGED STUDENTS THROUGH INNOVATIVE PROGRAMS BASED ON STEM EDUCATION. THE FIFTH GRANT WENT TO COLLEGE ACCESS PROJECT TO HELP FIRST GENERATION AND UNDERPRIVILEGED STUDENTS REALIZE THEIR POTENTIAL FOR SUCCESSFUL ACCEPTANCE TO AND COMPLETION OF COLLEGE. THE SIXTH GRANT WAS FOR RENTON AREA YOUTH AND FAMILY SERVICES' PROGRAM TO INCREASE HIGH SCHOOL GRADUATION. 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. 141141 134455 SHENG-YEN LU FOUNDATION MADE THREE DISASTER RELIEF RELATED GRANTS IN 2012. THE FIRST WENT TO PEACE WINDS AMERICA TO HELP JAPAN CONTINUE WITH EARTHQUAKE AND TSUNAMI RECOVERY. THE SECOND GRANT WENT TO THE TIBETAN VILLAGE PROJECT TO WORK ON EARTHQUAKE RECOVERY IN THE YUSHU AREA. THE THIRD GRANT WENT TO MERCY CORPS' MOBILE HEALTH UNITS TRAVELLING ACROSS REMOTE REGIONS IN ETHIOPIA. 423571 1 0 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 7 7 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 21.00 X X 0 0 0 FO-CHI LU 16.00 X X 0 0 0 DEXTER KUAH 0.50 X 0 0 0 TERESA PIERSA 1.00 X 0 0 0 LAURIE GRIEG 1.00 X 0 0 0 KEVIN KINGBEIL 1.00 X 0 0 0 HEATHER EDLUND 1.00 X 0 0 0 0 0 0 0 0 0 0 0 2030542 2030542 48264 48264 2078806 0 0 48264 267550 267550 1500 1500 134455 134455 14055 14055 8694 2618 6076 20283 9177 1678 9428 820 820 8808 4123 3904 781 3140 120 3020 2100 2100 2770 1108 554 1108 INDIR. FUNDRAISING EXP. 431839 431839 896014 423571 23211 449232 198670 432236 2268673 2746213 0 481185 2309 2309 290 5892 2469942 3667835 677 25859 677 25859 X 2469265 3641976 2469265 3641976 2469942 3667835 1182792 -10081 0 X 1 X 0 1 0 X 203337 750482 1114564 1079207 2030542 5178132 203337 750482 1114564 1079207 2030542 5178132 1519658 3658474 2353 6682 3305 48264 60604 5238736 X 1204043 1000000 6643 10686 2200000 1004043 200000 1204043 500000 500000 4043 1004043 500000 500000 1.00000 0.00000 0.00000 0 0 0 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: 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 83728 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GRANTMAKING 28227 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES GRANTMAKING 22500 0 0 0 0 0 0 134455 0 134455 EAST ASIA AND THE PACIFIC DISASTER RELIEF AID FOR JAPANESE EARTHQUAKE & TSUNAMI 83728 CHECK 0 EAST ASIA AND THE PACIFIC DISASTER RELIEF AID FOR EARTHQUAKE RECOVERY IN YUSHU 28227 CHECK 0 SUB-SAHARAN AFRICA SUPPORTING MOBILE HEALTH UNITS TO REACH REMOTE AREAS OF ETHIOPIA 22500 CHECK 0 3 0 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, 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. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: THE EXPENDITURES REPORTED ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING. 1 INTERNATIONAL COMMUNITY HEALTH SERVICES (ICHS) 720 8TH AVE S SEATTLE WA 98104 260493856 501(C)(3) 40000 TO FUND UNCOMPENSATED HEALTHCARE. POWERFUL SCHOOLS 3401 RAINIER AVE S SUITE C SEATTLE WA 98144 911551141 501(C)(3) 15000 TO SUPPORT THE "SCHOOL READINESS PROJECT." TECHNOLOGY ACCESS FOUNDATION 4436 RAINIER AVE S SEATTLE WA 98118 911731833 501(C)(3) 25000 SEE SUPPLEMENTAL INFORMATION THE COLLEGE ACCESS PROJECT 23103 100TH AVE W EDMONDS WA 98020 800110444 501(C)(3) 10000 SEE SUPPLEMENTAL INFORMATION HEALTHPOINT 955 POWELL AVE SW RENTON WA 98057 910884412 501(C)(3) 20000 TO FUND UNCOMPENSATED HEALTHCARE. NEIGHBORCARE HEALTH 1537 WESTERN AVE SEATTLE WA 98101 910893287 501(C)(3) 35000 TO SUPPORT OPERATION OF SCHOOL-BASED HEALTH CENTERS. WA STATE SMILE PARTNERS 221 WINSLOW WAY W SUITE 302 BAINBRIDGE ISLAND WA 98110 200381039 501(C)(3) 30000 SEE SUPPLEMENTAL INFORMATION JUBILEE REACH CENTER 14200 SE 13TH PL BELLEVUE WA 98007 204074712 501(C)(3) 20000 TO SUPPORT OPERATION OF MOBILE MEDICAL AND DENTAL CLINICS. TREEHOUSE 2100 24TH AVE S SUITE 200 SEATTLE WA 98144 911425676 501(C)(3) 10000 TO SUPPORT THE EDUCATION ENGAGEMENT PROGRAM. RENTON AREA YOUTH & FAMILY SERVICES 5200 35TH AVE SW SEATTLE WA 98178 510152621 501(C)(3) 10000 SEE SUPPLEMENTAL INFORMATION CITY YEAR 2203 23RD AVE S SUITE 101 SEATTLE WA 98144 222882549 501(C)(3) 10000 TO SUPPORT THE "WHOLE SCHOOL, WHOLE CHILD" PROGRAM. YEAR UP 2607 2ND AVE SEATTLE WA 98121 043534407 501(C)(3) 10000 SEE SUPPLEMENTAL INFORMATION KIN ON COMMUNITY HEALTH CENTER 4416 S BRANDON ST SEATTLE WA 98118 911620786 501(C)(3) 10000 SEE SUPPLEMENTAL INFORMATION YOUTH EASTSIDE SERVICES 999 164TH AVE NE BELLEVUE WA 98008 910849093 501(C)(3) 10000 FOR THE YES LIFELINE FUND. 826 SEATTLE 8414 GREENWOOD AVE N SEATTLE WA 98103 412127333 501(C)(3) 10000 TO SUPPORT A FOUR-EVENING PER WEEK HIGH SCHOOL TUTORING PROGRAM. 15 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, 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: TECHNOLOGY ACCESS FOUNDATION TO SUPPORT PROGRAMS TO EQUIP STUDENTS OF COLOR FOR SUCCESS IN COLLEGE AND LIFE THROUGH STEM EDUCATION. SCHEDULE I, PART II, LINE 1A, COLUMN H: NAME OF ORGANIZATION: THE COLLEGE ACCESS PROJECT TO SUPPORT PROGRAM EXPANSION TO HELP LOW-INCOME AND FIRST GENERATION STUDENTS REALIZE THEIR POTENTIAL FOR SUCCESSFUL ACCEPTANCE TO AND COMPLETION OF COLLEGE. 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 I, PART II, LINE 1A, COLUMN H: NAME OF ORGANIZATION: RENTON AREA YOUTH & FAMILY SERVICES TO SUPPORT SPARK T.H.I.S. (TRUTH, HOPE, INVOLVEMENT, SUCCESS) PROGRAM, WHICH AIMS TO INCREASE HIGH SCHOOL GRADUATION BY PROVIDING INDIVIDUAL COACHING, SOCIAL/EMOTIONAL LIFE SKILLS GROUPS, AFTER SCHOOL ACTIVITIES, FAMILY CONTACT, SEMINARS ON POST-SECONDARY EDUCATION AND OTHER SERVICES. 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: KIN ON COMMUNITY HEALTH CENTER TO SUPPORT THE SHORT-TERM CARE EXPANSION PROJECT, INCREASING CAPACITY TO OFFER CULTURALLY APPROPRIATE REHABILITATIVE NURSING CARE FOR THE ASIAN COMMUNITY. DESCRIPTION OF VOLUNTEER SERVICES FORM 990, PART I, LINE 6: 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. 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.