2012-05-15T10:33:06-05:00 2011-12-31 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2011-01-01 263276872 SHENG-YEN LU FOUNDATION SHEN 4258833500 17102 NE 40TH CT REDMOND WA 98052 FO-CHING LU 4258833500 2012-05-14 1 KATHRYN J ONG P00746598 4254544919 2012-05-14 2011 2016-02-24 21:20:13Z SYL FOUNDATION FO-CHING LU 17102 NE 40TH CT REDMOND WA 98052 1083462 0 X WWW.SYLFOUNDATION.ORG X 2008 WA TO PROMOTE AND ADVANCE QUALITY HEALTH AND EDUCATION FOR ALL. 4 4 0 10 0 0 1114564 1079207 0 0 6682 3305 0 0 1121246 1082512 143597 394106 0 0 0 0 0 0 18146 33638 45532 177235 439638 944011 642874 1826632 2469942 241 677 1826391 2469265 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 130499 122000 SHENG-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. 102580 95900 SHENG-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. 116206 116206 SHENG-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. 60000 60000 SHENG-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. 60000 60000 409285 1 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 1 0 0 1 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 4 4 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X FO-CHING LU 4258833500 17102 NE 40TH CT REDMOND WA 98052 X FO-CHING LU 20.00 X X 0 0 0 DEXTER KUAH 1.00 X 0 0 0 TERESA PIERSA 1.00 X 0 0 0 HEATHER EDLUND 1.00 X 0 0 0 FO-CHI LU 10.00 X 0 0 0 0 0 0 0 0 0 0 0 319050 760157 16700 1079207 3305 3305 950 319050 950 0 1082512 0 0 3305 156400 156400 8500 8500 229206 229206 3322 3322 4713 4713 17104 1354 15750 11493 4757 5866 870 1186 1186 5012 2005 2506 501 139 139 2563 1025 513 1025 439638 409285 12207 18146 40661 198670 1663723 2268673 120000 0 2102 2309 146 290 1826632 2469942 241 677 241 677 X 1826391 2469265 1826391 2469265 1826632 2469942 642874 0 X 0 0 0 X 203337 750482 1114564 1079207 3147590 203337 750482 1114564 1079207 3147590 701182 2446408 2353 6682 3305 12340 3159930 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 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 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES GRANTMAKING 10000 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES GRANTMAKING 50000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES GRANTMAKING 116206 SOUTH ASIA 0 0 PROGRAM SERVICES GRANTMAKING 30000 NORTH AMERICA 0 0 PROGRAM SERVICES GRANTMAKING 15000 0 0 0 0 0 0 221206 0 221206 MIDDLE EAST AND NORTH AFRICA TO ASSIST WITH FAMINE IN SOMALIA DUE TO DROUGHT IN THE HORN OF AFRICA 10000 CHECK EAST ASIA AND THE PACIFIC DISASTER RELIEF AID FOR JAPANESE EARTHQUAKE AND TSUNAMI 50000 CHECK CENTRAL AMERICA AND THE CARIBBEAN SEE SUPPLEMENTAL INFORMATION 116206 CHECK SOUTH ASIA SEE SUPPLEMENTAL INFORMATION 30000 CHECK NORTH AMERICA SEE SUPPLEMENTAL INFORMATION 15000 CHECK 5 0 UNIVERSITY STUDENT SCHOLARSHIPS NORTH AMERICA 2 8000 SCHOLARSHIPS FMV 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. 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 CARIBBEAN SCHEDULE F, PART II, LINE 1A, COLUMN D: PURPOSE OF GRANT: TO REBUILD PUBLIC HEALTH AND HEALTH EDUCATION SERVICES IN HAITI AFTER DEVASTATING EARTHQUAKE. REGION: SOUTH ASIA SCHEDULE F, PART II, LINE 1A, COLUMN D: PURPOSE OF GRANT: TO IMPROVE PHYSICAL ENVIRONMENT, HEALTH, NUTRITION, AND HYGIENE OF CHILDREN AT PHO OO SAN MONASTIC SCHOOL IN MYANMAR. REGION: NORTH AMERICA SCHEDULE F, PART II, LINE 1A, COLUMN D: PURPOSE OF GRANT: SPECIAL JOINT SCHOLARSHIP PROGRAM WITH TRUE BUDDHA FOUNDATION TO SUPPORT BUDDHIST STUDIES (5 SCHOLARSHIP RECIPIENTS TOTAL) RAINBOW TEMPLE AUCTION 110000 109750 250 250 TAIWAN TEMPLE AUCTION 70000 69800 200 200 2 140000 139500 500 500 320000 319050 950 950 950 0 1 POWERFUL SCHOOLS 3401 RAINIER AVE SOUTH SUITE C SEATTLE WA 98144 911551141 501(C)(3) 25000 TO SUPPORT THE SCHOOL READINESS PROJECT. TECHNOLOGY ACCESS FOUNDATION 4436 RAINIER AVE S SEATTLE WA 98118 911731833 501(C)(3) 25000 SEE SUPPLEMENTAL INFORMATION. COLLEGE ACCESS PROJECT 23103 100 AVE W EDMONDS WA 98020 800110444 501(C)(3) 10000 SEE SUPPLEMENTAL INFORMATION. HEALTHPOINT 955 POWELL AVENUE SW RENTON WA 98057 910884412 501(C)(3) 15000 TO FUND UNCOMPENSATED CARE. NEIGHBORCARE HEALTH 1537 WESTERN AVENUE 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) 22000 SEE SUPPLEMENTAL INFORMATION. JUBILEE REACH CENTER 14200 SE 13TH PLACE BELLEVUE WA 98007 204074712 501(C)(3) 20000 TO SUPPORT OPERATION OF MOBILE AND DENTAL CLINICS. 7 0 UNIVERSITY STUDENT SCHOLARSHIPS 3 8500 FMV SCHOLARSHIPS 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 PURPOSE 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 PROJECT PURPOSE 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 PARTNERS PURPOSE OF GRANT: FOR PURCHASING NEW MOBILE DENTAL EQUIPMENT TO IMPROVE ORAL HEALTH OF CHILDREN FROM LOW-INCOME HOUSEHOLDS IN SOUTH KING & KITSAP COUNTIES. FORM 990, PART I, LINE 6 VOLUNTEERS 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 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.