SHENG-YEN LU FOUNDATION: Form 990, tax year 2011

View the entire original 990 at ProPublica ↗

Organization
SHENG-YEN LU FOUNDATION (EIN 26-3276872)
Tax period
2011-01-01 to 2011-12-31
Filed
2012-05-15
IRS object ID
201201369349302715
Schema version
2011v1.2
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)
Timestamp2012-05-15T10:33:06-05:00Timestamp
Tax Period End Date2011-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1700AddressLine1
CityBELLEVUECity
StateWAState
ZIP Code98004ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2011-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN263276872EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1SHENG-YEN LU FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlSHENNameControl
Phone4258833500Phone

US Address USAddress

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

Officer Officer

FieldValueIRS element (for citing)
NameFO-CHING LUName
TitlePRESIDENTTitle
Phone4258833500Phone
Date Signed2012-05-14DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameKATHRYN J ONGName
PTINP00746598PTIN
Phone4254544919Phone
Date Prepared2012-05-14DatePrepared
FieldValueIRS element (for citing)
Tax Year2011TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

Doing Business As DoingBusinessAs

FieldValueIRS element (for citing)
Business Name Line1SYL FOUNDATIONBusinessNameLine1
FieldValueIRS element (for citing)
Name Of Principal Officer PersonFO-CHING LUNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1
CityREDMONDCity
StateWAState
ZIP Code98052ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1083462GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501c3XOrganization501c3
Web SiteWWW.SYLFOUNDATION.ORGWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation2008YearFormation
State Legal DomicileWAStateLegalDomicile
Activity Or Mission DescriptionTO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL.ActivityOrMissionDescription
Nbr Voting Members Governing Body4NbrVotingMembersGoverningBody
Nbr Independent Voting Members4NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers10TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year1114564ContributionsGrantsPriorYear
Contributions Grants Current Year1079207ContributionsGrantsCurrentYear
Program Service Revenue Prior Year0ProgramServiceRevenuePriorYear
Program Service Revenue CY0ProgramServiceRevenueCY
Investment Income Prior Year6682InvestmentIncomePriorYear
Investment Income Current Year3305InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year1121246TotalRevenuePriorYear
Total Revenue Current Year1082512TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year143597GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY394106GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year0BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year18146TotalFundrsngExpCurrentYear
Other Expense Prior Year33638OtherExpensePriorYear
Other Expenses Current Year45532OtherExpensesCurrentYear
Total Expenses Prior Year177235TotalExpensesPriorYear
Total Expenses Current Year439638TotalExpensesCurrentYear
Revenues Less Expenses Prior Year944011RevenuesLessExpensesPriorYear
Revenues Less Expenses CY642874RevenuesLessExpensesCY
Total Assets BOY1826632TotalAssetsBOY
Total Assets EOY2469942TotalAssetsEOY
Total Liabilities BOY241TotalLiabilitiesBOY
Total Liabilities EOY677TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1826391NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY2469265NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIIXInfoInScheduleOPartIII
Mission DescriptionSHENG-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.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense130499Expense
Grants122000Grants
DescriptionSHENG-YEN LU FOUNDATION MADE FIVE HEALTHCARE GRANTS IN 2011. ALL FIVE 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 IS HEALTHPOINT, A FEDERALLY QUALIFIED HEALTH CENTER THAT OPERATES 12 MEDICAL AND DENTAL CLINICS IN KING COUNTY. THE SECOND GRANTEE IS JUBILEE REACH CENTER. IT OPERATES A MEDICAL CLINIC AND A MOBILE DENTAL VAN PROGRAM TO SERVE THE LAKE HILLS COMMUNITY. THE THIRD IS NEIGHBORCARE HEALTH, A FEDERALLY QUALIFIED HEALTH CENTER THAT OPERATES 16 MEDICAL, DENTAL, AND SCHOOL-BASED CLINICS. THE FOURTH GRANT RECIPIENT IS PATH, A GLOBAL LEADER IN LIFE-SAVING HEALTH TECHONOLOGIES AND FINALLY, THE FIFTH GRANT RECIPIENT IS WA STATE SMILE PARTNERS, FOR WHICH FUNDING WAS FOR PURCHASING MOBILE DENTAL EQUIPMENT TO IMPROVE ORAL HEALTH OF CHILDREN FROM LOW INCOME HOUSEHOLDS IN SOUTH KING AND KITSAP COUNTIES.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense102580Expense
Grants95900Grants
DescriptionSHENG-YEN LU FOUNDATION MADE FOUR EDUCATION GRANTS IN 2011. THE FIRST EDUCATION GRANT WENT TO 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 EDUCATION GRANT WENT TO POWERFUL SCHOOLS TO SUPPORT ITS "SCHOOL READINESS PROJECT." THE THIRD EDUCATION GRANT WAS AWARDED TO TECHNOLOGY ACCESS FOUNDATION WHICH OPERATES AFTER SCHOOL PROGRAMS TARGETING MINORITY AND UNDERPRIVILEGED STUDENTS THROUGH INNOVATIVE PROGRAMS BASED ON STEM EDUCATION. THE FOURTH EDUCATION 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 FOUNDATION ALSO MADE FIVE GRANTS TO VARIOUS UNIVERSITIES FOR STUDENT SCHOLARSHIPS.Description

Activity3 Activity3

FieldValueIRS element (for citing)
Expense116206Expense
Grants116206Grants
DescriptionSHENG-YEN LU FOUNDATION MADE A SPECIAL PROJECT GRANT TO PARTNERS IN HEALTH FOR ITS WORK IN REBUILDING HAITI'S HEALTHCARE SYSTEM AFTER THE DEVASTATING EARTHQUAKE. GRANT FUNDS WILL HELP BUILD A NEW STATE OF THE ART TEACHING HOSPITAL IN MIRABALAIS HAITI.Description

Activity Other ActivityOther

FieldValueIRS element (for citing)
Expense60000Expense
Grants60000Grants
DescriptionSHENG-YEN LU FOUNDATION MADE TWO DISASTER RELIEF GRANTS IN 2011. THE FIRST TO THE AMERICAN RED CROSS TO HELP JAPAN WITH RECOVERY FROM THEIR EARTHQUAKE AND TSUNAMI. THE SECOND GRANT WENT TO MERCY CORPS FOR ASSISTANCE IN SOMALIA.Description
FieldValueIRS element (for citing)
Total Of Other Program Service Exp60000TotalOfOtherProgramServiceExp
Total Of Other Program Service Grnt60000TotalOfOtherProgramServiceGrnt
Total Program Service Expense409285TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities0LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities0ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt0IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities1ForeignActivities
More Than5000 K To Organizations1MoreThan5000KToOrganizations
More Than5000 K To Individuals1MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities1FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations1GrantsToOrganizations
Grants To Individuals1GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transaction Related Entity0TransactionRelatedEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10961NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members4NbrVotingGoverningBodyMembers
Number Independent Voting Members4NumberIndependentVotingMembers
Family Or Business Relationship1FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1FO-CHING LUBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number4258833500TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line117102 NE 40TH CTAddressLine1
CityREDMONDCity
StateWAState
ZIP Code98052ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (5 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
FO-CHING LU
PRESIDENT20.00XX000
DEXTER KUAH
BOARD MEMBER1.00X000
TERESA PIERSA
BOARD MEMBER1.00X000
HEATHER EDLUND
BOARD MEMBER1.00X000
FO-CHI LU
TREASURER10.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Fundraising Events319050FundraisingEvents
All Other Contributions760157AllOtherContributions
Noncash Contributions16700NoncashContributions
Total Contributions1079207TotalContributions

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3305TotalRevenueColumn
Exclusion$3,305ExclusionAmount
FieldValueIRS element (for citing)
Gross Income Fundraising Events950GrossIncomeFundraisingEvents
Cntrbtns Rprtd Fundraising Events319050CntrbtnsRprtdFundraisingEvents
Fundraising Direct Expenses950FundraisingDirectExpenses

Net Income From Fundraising Events NetIncomeFromFundraisingEvents

FieldValueIRS element (for citing)
Total Revenue Column0TotalRevenueColumn

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column1082512TotalRevenueColumn
Related Or Exempt Function Income0RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$3,305ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total156400Total
Program Services156400ProgramServices

Grants To Domestic Individuals GrantsToDomesticIndividuals

FieldValueIRS element (for citing)
Total8500Total
Program Services8500ProgramServices

Foreign Grants ForeignGrants

FieldValueIRS element (for citing)
Total229206Total
Program Services229206ProgramServices

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3322Total
Management And General3322ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total4713Total
Program Services4713ProgramServices

Advertising Advertising

FieldValueIRS element (for citing)
Total17104Total
Program Services1354ProgramServices
Fundraising15750Fundraising

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total11493Total
Program Services4757ProgramServices
Management And General5866ManagementAndGeneral
Fundraising870Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total1186Total
Program Services1186ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total5012Total
Program Services2005ProgramServices
Management And General2506ManagementAndGeneral
Fundraising501Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total139Total
Program Services139ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total2563Total
Program Services1025ProgramServices
Management And General513ManagementAndGeneral
Fundraising1025Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total439638Total
Program Services409285ProgramServices
Management And General12207ManagementAndGeneral
Fundraising18146Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY40661BOY
EOY198670EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY1663723BOY
EOY2268673EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY120000BOY
EOY0EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2102BOY
EOY2309EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY146BOY
EOY290EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1826632BOY
EOY2469942EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY241BOY
EOY677EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY241BOY
EOY677EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1826391BOY
EOY2469265EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1826391BOY
EOY2469265EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1826632BOY
EOY2469942EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses642874ReconcilationRevenueExpenses
Reconcilation Other Changes0ReconcilationOtherChanges
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited0FSAudited
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years203337CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years750482CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1114564CurrentTaxYearMinus1Year
Current Tax Year1079207CurrentTaxYear
Total3147590Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus3 Years203337CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years750482CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year1114564CurrentTaxYearMinus1Year
Current Tax Year1079207CurrentTaxYear
Total3147590Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total701182AmountsSubstContributorsTotal
Public Support Total1702446408PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus2 Years2353CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year6682CurrentTaxYearMinus1Year
Current Tax Year3305CurrentTaxYear
Total12340Total
FieldValueIRS element (for citing)
Total Support3159930TotalSupport
First5 Years170XFirst5Years170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance1004043BeginningOfYearBalance
Contributions200000Contributions
End Of Year Balance1204043EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance500000BeginningOfYearBalance
Contributions500000Contributions
Investment Earnings Or Losses4043InvestmentEarningsOrLosses
End Of Year Balance1004043EndOfYearBalance

Current Year Minus2 Years CurrentYearMinus2Years

FieldValueIRS element (for citing)
Contributions500000Contributions
End Of Year Balance500000EndOfYearBalance
FieldValueIRS element (for citing)
Board Designated EOY Balance1.00000BoardDesignatedEOYBalance
Permanent Endowment EOY Balance0.00000PermanentEndowmentEOYBalance
Term Endowment EOY Balance0.00000TermEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierDESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS:Identifier
Return ReferencePART V, LINE 4:ReturnReference
ExplanationENDOWMENT FUNDS ARE SET ASIDE TO BUILD AND OPERATE A HEALTH CLINIC TO INCREASE ACCESS TO QUALITY HEALTH CARE FOR ALL INDIVIDUALS.Explanation

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained1GrantRecordsMaintained

Accts Actvs Out US Table AcctsActvsOutUSTable (5 entries)

RegionRegionNumber Of OfficesNumberOfOfficesNumber Of EmployeesNumberOfEmployeesType Of Activities ConductedTypeOfActivitiesConductedSpecific Services ProvidedSpecificServicesProvidedTotal ExpendituresTotalExpenditures
MIDDLE EAST AND NORTH AFRICA00PROGRAM SERVICESGRANTMAKING10000
EAST ASIA AND THE PACIFIC00PROGRAM SERVICESGRANTMAKING50000
CENTRAL AMERICA AND THE CARIBBEAN00PROGRAM SERVICESGRANTMAKING116206
SOUTH ASIA00PROGRAM SERVICESGRANTMAKING30000
NORTH AMERICA00PROGRAM SERVICESGRANTMAKING15000
FieldValueIRS element (for citing)
Subtotal Number Of Offices0SubtotalNumberOfOffices
Subtotal Number Of Employees0SubtotalNumberOfEmployees
Cont Number Of Offices0ContNumberOfOffices
Cont Number Of Employees0ContNumberOfEmployees
Total Number Of Offices0TotalNumberOfOffices
Total Number Of Employees0TotalNumberOfEmployees
Subtotal Amount Spent221206SubtotalAmountSpent
Cont Amount Spent0ContAmountSpent
Total Amount Spent221206TotalAmountSpent

Grants To Orgs Outside US GrantsToOrgsOutsideUS (5 entries)

RegionRegionPurpose Of GrantPurposeOfGrantAmount Of Cash GrantAmountOfCashGrantManner Of Cash DisbursementMannerOfCashDisbursement
MIDDLE EAST AND NORTH AFRICATO ASSIST WITH FAMINE IN SOMALIA DUE TO DROUGHT IN THE HORN OF AFRICA10000CHECK
EAST ASIA AND THE PACIFICDISASTER RELIEF AID FOR JAPANESE EARTHQUAKE AND TSUNAMI50000CHECK
CENTRAL AMERICA AND THE CARIBBEANSEE SUPPLEMENTAL INFORMATION116206CHECK
SOUTH ASIASEE SUPPLEMENTAL INFORMATION30000CHECK
NORTH AMERICASEE SUPPLEMENTAL INFORMATION15000CHECK
FieldValueIRS element (for citing)
Total Number Of501c3 Orgs5TotalNumberOf501c3Orgs
Total Number Of Other Orgs0TotalNumberOfOtherOrgs

Grants To Ind Outside US GrantsToIndOutsideUS

FieldValueIRS element (for citing)
Type Of AssistanceUNIVERSITY STUDENT SCHOLARSHIPSTypeOfAssistance
RegionNORTH AMERICARegion
Number Of Recipients2NumberOfRecipients
Amount Of Non Cash Assistance8000AmountOfNonCashAssistance
Description Of Non Cash AssistanceSCHOLARSHIPSDescriptionOfNonCashAssistance
Method Of ValuationFMVMethodOfValuation
FieldValueIRS element (for citing)
Transfer To Foreign Corp0TransferToForeignCorp
Interest In Foreign Trust0InterestInForeignTrust
Own Foreign Corp0OwnForeignCorp
Passive Foreign Invest Co0PassiveForeignInvestCo
Foreign Partnership0ForeignPartnership
Boycott Countries0BoycottCountries

Form990 Schedule F Part V Form990ScheduleFPartV (5 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
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.
METHOD USED TO ACCCOUNT FOR EXPENDITURES:SCHEDULE F, PART I, LINE 3: THE EXPENDITURES REPORTED ARE BASED ON THE ACCRUAL METHOD OF ACCOUNTING.
REGION: CENTRAL AMERICA AND THE CARIBBEANPURPOSE OF GRANT: TO REBUILD PUBLIC HEALTH AND HEALTH EDUCATION SERVICES IN HAITI AFTER DEVASTATING EARTHQUAKE.SCHEDULE F, PART II, LINE 1A, COLUMN D:
REGION: SOUTH ASIAPURPOSE OF GRANT: TO IMPROVE PHYSICAL ENVIRONMENT, HEALTH, NUTRITION, AND HYGIENE OF CHILDREN AT PHO OO SAN MONASTIC SCHOOL IN MYANMAR.SCHEDULE F, PART II, LINE 1A, COLUMN D:
REGION: NORTH AMERICAPURPOSE OF GRANT: SPECIAL JOINT SCHOLARSHIP PROGRAM WITH TRUE BUDDHA FOUNDATION TO SUPPORT BUDDHIST STUDIES (5 SCHOLARSHIP RECIPIENTS TOTAL)SCHEDULE F, PART II, LINE 1A, COLUMN D:

Schedule G IRS990ScheduleG

Events Information EventsInformation

FieldValueIRS element (for citing)
Name Of Event1RAINBOW TEMPLE AUCTIONNameOfEvent1
Gross Receipts Event1110000GrossReceiptsEvent1
Charitable Contributions Event1109750CharitableContributionsEvent1
Gross Revenue Event1250GrossRevenueEvent1
Other Direct Expenses Event1250OtherDirectExpensesEvent1
Name Of Event2TAIWAN TEMPLE AUCTIONNameOfEvent2
Gross Receipts Event270000GrossReceiptsEvent2
Charitable Contributions Event269800CharitableContributionsEvent2
Gross Revenue Event2200GrossRevenueEvent2
Other Direct Expenses Event2200OtherDirectExpensesEvent2
Total Number Of Other Events2TotalNumberOfOtherEvents
Gross Receipts Other Events140000GrossReceiptsOtherEvents
Charitable Contrib Other Events139500CharitableContribOtherEvents
Gross Revenue Other Events500GrossRevenueOtherEvents
Other Direct Expenses Other Events500OtherDirectExpensesOtherEvents
Gross Receipts Total320000GrossReceiptsTotal
Charitable Contributions Total319050CharitableContributionsTotal
Gross Revenue Total Events950GrossRevenueTotalEvents
Other Direct Expenses Total Events950OtherDirectExpensesTotalEvents
Direct Expense Summary Events950DirectExpenseSummaryEvents
Net Income Summary0NetIncomeSummary

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Records Maintained1RecordsMaintained

Recipient Table RecipientTable (7 entries)

Address Line1AddressUS/AddressLine1CityAddressUS/CityStateAddressUS/StateZIP CodeAddressUS/ZIPCodeEIN Of RecipientEINOfRecipientIRC SectionIRCSectionAmount Of Cash GrantAmountOfCashGrantPurpose Of GrantPurposeOfGrant
POWERFUL SCHOOLS
3401 RAINIER AVE SOUTH SUITE CSEATTLEWA98144911551141501(C)(3)25000TO SUPPORT THE SCHOOL READINESS PROJECT.
TECHNOLOGY ACCESS FOUNDATION
4436 RAINIER AVE SSEATTLEWA98118911731833501(C)(3)25000SEE SUPPLEMENTAL INFORMATION.
COLLEGE ACCESS PROJECT
23103 100 AVE WEDMONDSWA98020800110444501(C)(3)10000SEE SUPPLEMENTAL INFORMATION.
HEALTHPOINT
955 POWELL AVENUE SWRENTONWA98057910884412501(C)(3)15000TO FUND UNCOMPENSATED CARE.
NEIGHBORCARE HEALTH
1537 WESTERN AVENUESEATTLEWA98101910893287501(C)(3)35000TO SUPPORT OPERATION OF SCHOOL-BASED HEALTH CENTERS.
WA STATE SMILE PARTNERS
221 WINSLOW WAY W SUITE 302BAINBRIDGE ISLANDWA98110200381039501(C)(3)22000SEE SUPPLEMENTAL INFORMATION.
JUBILEE REACH CENTER
14200 SE 13TH PLACEBELLEVUEWA98007204074712501(C)(3)20000TO SUPPORT OPERATION OF MOBILE AND DENTAL CLINICS.
FieldValueIRS element (for citing)
Total Nbr Of501 C3 And Govt Grants7TotalNbrOf501C3AndGovtGrants
Total Nbr Of Other Organizations0TotalNbrOfOtherOrganizations

Form990 Schedule I Part III Form990ScheduleIPartIII

FieldValueIRS element (for citing)
Type Of GrantUNIVERSITY STUDENT SCHOLARSHIPSTypeOfGrant
Number Of Recipients3NumberOfRecipients
Amount Of Non Cash Assistance8500AmountOfNonCashAssistance
Method Of ValuationFMVMethodOfValuation
Description Of Non Cash AssistanceSCHOLARSHIPSDescriptionOfNonCashAssistance

Form990 Schedule I Part IV Form990ScheduleIPartIV (4 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
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 FOUNDATIONPURPOSE OF GRANT: TO SUPPORT PROGRAMS TO EQUIP STUDENTS OF COLOR FOR SUCCESS IN COLLEGE AND LIFE THROUGH STEM (SCIENCE, TECHNOLOGY, ENGINEERING AND MATH) EDUCATION.
SCHEDULE I, PART II, LINE 1A, COLUMN H:NAME OF ORGANIZATION: COLLEGE ACCESS PROJECTPURPOSE OF GRANT: 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 PARTNERSPURPOSE OF GRANT: FOR PURCHASING NEW MOBILE DENTAL EQUIPMENT TO IMPROVE ORAL HEALTH OF CHILDREN FROM LOW-INCOME HOUSEHOLDS IN SOUTH KING & KITSAP COUNTIES.

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (6 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART I, LINE 6VOLUNTEERS INCLUDE 4 BOARD MEMBERS, 1 OFFICE BOOKKEEPER, 1 OFFICE ADMINISTRATOR, 1 SUMMER INTERN AND 3 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.
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 19THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.

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