Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SHAHEEN FAMILY FOUNDATION INC
C/O YVONNE SHAHEEN
Number and street (or P.O. box number if mail is not delivered to street address)2593 TURNING LEAF LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CARMEL, IN46032
A Employer identification number

35-2156636
B Telephone number (see instructions)

(317) 716-3407
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$2,510,993J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 9,807
2 Check right arrow.............
3 Interest on savings and temporary cash investments 22 22  
4 Dividends and interest from securities... 71,414 71,414  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -73,003
b Gross sales price for all assets on line 6a 1,319,574
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 8,240 71,436  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
9,807 4,903   4,904
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
18,844 18,844   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,402 1,402   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
780 0   780
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,833 25,149   5,684
25 Contributions, gifts, grants paid....... 68,762 68,762
26 Total expenses and disbursements. Add lines 24 and 25 99,595 25,149   74,446
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -91,355
b Net investment income (if negative, enter -0-) 46,287
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 117,288 88,104 88,104
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 121,609 Click to see attachment
List of Attached Documents:
// Content
148,128 		141,343
b Investments—corporate stock (attach schedule)....... 628,585 Click to see attachment
List of Attached Documents:
// Content
729,978 		936,153
c Investments—corporate bonds (attach schedule)....... 69,739 Click to see attachment
List of Attached Documents:
// Content
82,262 		79,438
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,508,518 Click to see attachment
List of Attached Documents:
// Content
1,306,277 		1,265,955
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,445,739 2,354,749 2,510,993
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 243,123 243,123
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,202,616 2,111,626
29 Total net assets or fund balances (see instructions)..... 2,445,739 2,354,749
30 Total liabilities and net assets/fund balances (see instructions). 2,445,739 2,354,749
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,445,739
2
Enter amount from Part I, line 27a .....................
2
-91,355
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,899
4
Add lines 1, 2, and 3 ..........................
4
2,357,283
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
2,534
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,354,749
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,316,151   1,392,577 -76,426
b 3,423     3,423
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -76,426
b       3,423
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -73,003
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 643
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 643
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 643
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,389
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,389
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,746
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,746 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIN
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowYVONNE SHAHEEN Telephone no.right arrow (317) 716-3407

Located atright arrow2593 TURNING LEAF LANECARMELIN ZIP+4right arrow46032
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
YVONNE H SHAHEEN TRUSTEE
2.00 		0 0 0
2593 TURNING LEAF LANE
CARMEL,IN46032
GREGORY SHAHEEN TRUSTEE
2.00 		0 0 0
12352 SANDERLING TRACE
FISHERS,IN46038
DIANA SHAHEEN TRUSTEE
2.00 		0 0 0
990 BOULEVARD OF THE ARTS 1602
SARASOTA,FL34236
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,298,842
b
Average of monthly cash balances.......................
1b
66,790
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
2,365,632
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,365,632
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
35,484
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,330,148
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
116,507
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
116,507
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
643
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
643
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
115,864
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
115,864
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
115,864
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
74,446
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
74,446
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 115,864
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 687,103
c From 2020...... 369,475
d From 2021...... 223,887
e From 2022......  
f Total of lines 3a through e ........ 1,280,465
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 74,446
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 74,446
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 41,418 41,418
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,239,047
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		1,239,047
10 Analysis of line 9:
a Excess from 2019.... 645,685
b Excess from 2020.... 369,475
c Excess from 2021.... 223,887
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
YVONNE H SHAHEEN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

INDIANA SYMPHONY ORCHESTRA ASSOCIATION

32 E WASHINGTON STREET STE 600
INDIANAPOLIS,IN462042919 		  PC UNDERWRITING COST OF EVENT AV 5,000

INDIANAPOLIS SYMPHONY ORCHESTRA

32 E WASHINGTON STREET STE 600
INDIANAPOLIS,IN46204 		  PC SYMPHONY ON THE PRAIRIE 43,762

UNIVERSITY OF INDIANAPOLIS

1400 EAST HANNA AVENUE
INDIANAPOLIS,IN46227 		  PC UINDY FUND 5,000

WOMEN4CHANGE INDIANA

1100 W 42ND ST STE 215
INDIANAPOLIS,IN46208 		  PC EDUCATIONAL PROGRAMMING 5,000

THE BAY PARK CONSERVANCY

655 N TAMIAMI TRAIL
SARASOTA,FL34236 		  PC THE BAY FREE PROGRAMMING 10,000
Total .................................right arrow 3a 68,762
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 22  
4 Dividends and interest from securities ....     14 71,414  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -73,003  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 -1,567 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
-1,567
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SHAHEEN FAMILY FOUNDATION INC
C/O YVONNE SHAHEEN
Employer identification number

35-2156636
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SHAHEEN FAMILY FOUNDATION INC
C/O YVONNE SHAHEEN 		Employer identification number
35-2156636
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
YVONNE SHAHEEN
 
2593 TURNING LEAF LANE
 
CARMEL, IN46032

$ 9,807


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SHAHEEN FAMILY FOUNDATION INC
C/O YVONNE SHAHEEN 		Employer identification number

35-2156636
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SHAHEEN FAMILY FOUNDATION INC
C/O YVONNE SHAHEEN 		Employer identification number

35-2156636
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 9,807 4,903   4,904

TY 2023 InvestmentsCorpBondsSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON.COM INC 7,382 6,895
AT&T INC 6,513 6,535
BANK OF AMERICA CORP FXD TO 102029 VAR THRAFTR 7,605 7,111
CITIGROUP INC FXD TO 072027 VAR THRAFTR 3.6680% 6,788 6,682
COMCAST CORP 6,241 5,922
CVS HEALTH CORP 7,285 6,888
ENTERPRISE PRODUCTS OPERATING LLC 6,621 6,651
GOLDMAN SACHS GROUP INC/THE 5,857 5,643
JPMORGAN CHASE & CO FXD TO 072028 VAR THRAFTR 4.2030% 7,990 7,777
SHELL INTERNATIONAL FINANCE BV 6,839 6,745
VERIZON COMMUNICATIONS INC 6,325 5,913
WELLS FARGO & CO FXD TO 052027 VAR THRAFTR 3.5840% 6,816 6,676

TY 2023 InvestmentsCorpStockSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Name of Stock End of Year Book Value End of Year Fair Market Value
10X GENOMICS INC CL A (TXG) 812 1,129
A G C O CORP (AGCO) 1,109 1,177
ABBOTT LABORATORIES (ABT) 999 1,000
ABBVIE INC COM (ABBV) 6,463 7,537
ACCENTURE PLC IRELAND CL A (ACN) 3,482 4,563
ADVANCED MICRO DEVICES (AMD) 2,258 3,230
AFFIRM HLDGS INC CL A (AFRM) 3,333 8,835
AGILON HEALTH INC (AGL) 7,717 4,857
AIR LIQUIDE ADR (AIQUY) 1,925 2,448
AIR PROD & CHEM INC (APD) 1,535 2,223
AIRBNB INC CL A (ABNB) 11,429 11,609
ALEXANDRIA REAL ESTATE EQ INC (ARE) 367 390
ALPHABET INC CL A (GOOGL) 2,013 4,543
ALPHABET INC CL C (GOOG) 3,327 3,484
AMAZON COM INC (AMZN) 10,028 14,726
AMERICA MOVIL SA DE CV ADR L (AMX) 2,046 2,537
AMERICAN EXPRESS CO (AXP) 1,078 2,466
AMGEN INC (AMGN) 321 405
ANALOG DEVICES INC (ADI) 955 2,090
ANGLO AMERN PLC SPONSORED ADR (NGLOY) 1,358 1,148
ANHUI CONCH CEMENT ADR (AHCHY) 1,972 1,065
AON PLC CL A (AON) 900 990
APPLE INC (AAPL) 40 193
APPLIED MATERIALS INC (AMAT) 2,016 7,510
ASE TECHNOLOGY HLDG CO LTD ADR (ASX) 2,870 3,576
ASHTEAD GROUP PLC ADR (ASHTY) 2,454 2,749
ASML HOLDING NV NY REG NEW (ASML) 4,157 6,945
ASMPT LIMITED UNSPONSORD ADR (ASMVY) 1,151 1,219
ASTRAZENECA PLC ADR (AZN) 3,621 5,010
ATS CORPORATION (ATS) 807 790
AURORA INNOVATION INC CL A (AUR) 2,000 3,238
AUTODESK INC DELAWARE (ADSK) 6,656 10,147
AVALONBAY COMM INC (AVB) 374 406
B&M EUROPEAN VALUE RET SA ADR (BMRRY) 759 1,277
BANCO DO BRASIL SA SPON ADR (BDORY) 2,324 2,885
BANK OF AMERICA CORP (BAC) 1,323 1,917
BANK OF NEW YORK MELLON CORP (BK) 3,552 4,913
BAXTER INTL INC (BAX) 512 430
BB SEGURIDADE PARTICIPACOES (BBSEY) 2,122 2,653
BE SEMICONDUCTOR IND NV (BESIY) 1,002 2,092
BECTON DICKINSON & CO (BDX) 809 864
BEIERSDORF AG UNSPONS ADR (BDRFY) 3,531 4,257
BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 3,485 6,484
BEST BUY CO (BBY) 695 643
BIDVEST GROUP LTD SPONS ADR (BDVSY) 921 1,288
BILL HOLDINGS INC (BILL) 10,735 7,379
BIOGEN INC COM (BIIB) 4,522 6,119
BLACKROCK INC (BLK) 989 2,047
BOOKING HOLDINGS INC (BKNG) 1,223 1,855
BRISTOL MYERS SQUIBB CO (BMY) 1,808 1,895
BROADCOM INC (AVGO) 7,963 17,399
BRUNELLO CUCINELLI S P A ADR (BCUCY) 1,895 2,230
CAPITAL ONE FINANCIAL CORP (COF) 2,920 8,199
CARVANA CO CL A (CVNA) 4,010 6,776
CENCORA INC (COR) 345 834
CHARLES RIVER LABS INTL INC (CRL) 3,750 3,816
CHARLES SCHWAB NEW (SCHW) 1,227 1,753
CHEVRON CORP (CVX) 1,647 2,011
CHINA CONSTRUCTION BANK CORP (CICHY) 3,819 3,109
CHINA MERCHANTS BK CO LTD UNSP (CIHKY) 2,106 1,582
CHINA SHENHUA ENERGY LTD ADR (CSUAY) 449 804
CHUBB LTD (CB) 1,780 3,366
CINTAS CORP (CTAS) 1,981 2,411
CLOUDFLARE INC CL A (NET) 10,814 15,667
CME GROUP INC (CME) 558 1,233
CMS ENERGY CP (CMS) 490 583
COCA COLA CO (KO) 718 960
COINBASE GLOBAL INC CL A (COIN) 1,650 4,880
COMCAST CORP (NEW) CLASS A (CMCSA) 7,080 10,963
COMMERCIAL INTL BNK LTD SP ADR (CIBEY) 1,131 1,028
CONOCOPHILLIPS (COP) 1,210 2,985
CORNING INC (GLW) 790 613
CROWDSTRIKE HLDGS INC CL A (CRWD) 7,263 11,252
CSL LTD (CSLLY) 2,273 2,934
CVS HEALTH CORP COM (CVS) 732 897
DARLING INGREDIENTS INC (DAR) 1,434 1,103
DEERE & CO (DE) 444 1,052
DEUTSCHE BOERSE AG UNSPON ADR (DBOEY) 2,273 2,637
DIAGEO PLC SPON ADR NEW (DEO) 5,590 4,875
DIPLOMA PLC ADR (DPMAY) 1,330 1,618
DISCO CORP ADR (DSCSY) 1,786 2,360
DLOCAL LTD (DLO) 580 529
DOCUSIGN INC (DOCU) 2,270 2,099
DOLBY CLA A COM STK (DLB) 2,409 2,940
DOMINION ENERGY INC (D) 879 634
DOORDASH INC CL A (DASH) 9,136 12,023
DOVER CORP (DOV) 875 1,664
DOXIMITY INC CL A (DOCS) 3,062 2,854
EATON CORP PLC SHS (ETN) 520 1,401
ELI LILLY & CO (LLY) 164 586
ENGIE BRASIL ENERGIA SAADR (EGIEY) 1,070 1,213
EOG RESOURCES INC (EOG) 650 1,572
ETSY INC COM (ETSY) 2,746 2,524
EXXON MOBIL CORP (XOM) 1,329 1,963
FERRARI N V (RACE) 2,623 3,660
FREEPORT-MCMORAN CL-B (FCX) 2,883 4,013
GALLAGHER ARTHUR J & CO (AJG) 352 900
GALP ENERGIA SA LISBOA ADR (GLPEY) 2,131 2,874
GENL DYNAMICS CORP (GD) 864 1,583
GINKGO BIOWORKS HOLDS INC CL A (DNA) 1,184 713
GITLAB INC CLASS A (GTLB) 1,769 2,250
GLOBAL-E ONLINE LTD (GLBE) 3,295 3,636
GLOBANT S.A (GLOB) 1,557 1,864
GRAB HOLDINGS LTD CL A (GRAB) 1,090 1,065
GREEK ORGANISATION OF FOOTBALL (GOFPY) 840 1,061
GRUPO FINANCIERO BANORTE SAB (GBOOY) 1,218 2,049
GUARDANT HEALTH INC (GH) 1,805 1,175
HARTFORD FIN SERS GRP INC (HIG) 367 787
HDFC BANK LTD ADR (HDB) 3,622 3,834
HEMNET GROUP AB ADR (HMNTY) 592 1,005
HENGAN INTL GROUP CO LTD ADR (HEGIY) 2,882 1,730
HERSHEY COMPANY (HSY) 665 610
HIMAX TECHNOLOGIES, INC. (HIMX) 1,989 1,032
HOME DEPOT INC (HD) 648 1,332
HOYA CORP SPONS ADR (HOCPY) 2,300 2,677
HUBSPOT, INC. (HUBS) 6,841 9,120
IAC INC NEW (IAC) 1,726 1,217
ICON PLC (ICLR) 2,211 2,798
INFOSYS LIMITED ADR (INFY) 1,567 1,948
INSULET CORP (PODD) 2,319 2,518
INTEL CORP (INTC) 2,937 3,417
INTELLIA THERAPEUTICS INC (NTLA) 226 210
INTL BUSINESS MACHINES CORP (IBM) 682 856
IONIS PHARMACEUTICALS INC (IONS) 2,445 3,549
ISHARES CORE S&P 500 ETF (IW) 112,471 122,861
ISHARES S&P MID-CAP 400 G ETF (IJK) 3,198 6,397
ISHARES S&P MID-CAP 400 V ETF (IJJ) 8,475 12,316
JAPAN EXCHANGE GROUP INC (JPXCY) 978 1,031
JD COM INC SPON ADR CL A (JD) 1,029 1,149
JOHNSON & JOHNSON (JNJ) 1,418 1,785
JOHNSON CTLS INTL PLC (JCI) 3,778 5,008
JPMORGAN CHASE & CO (JPM) 3,109 5,449
KASIKORNBANK PUB CO LTD UNSPON (KPCPY) 897 1,157
KB FINANCIAL GRP INC SONS ADR (KB) 1,983 2,361
KENVUE INCE (KVUE) 653 628
KEYENCE CORP (KYCCF) 3,326 3,762
KIMBERLY CLARK SPON ADR (KCDMY) 1,563 2,101
KT CORP SPON ADR (KT) 1,968 1,855
L OREAL CO ADR (LRLCY) 2,322 3,261
L3HARRIS TECHNOLOGIES INC (LHX) 4,289 5,619
LENOVO GROUP LTD SPONS ADR (LNVGY) 3,419 4,531
LIBERTY BROADBAND CORP S-C (LBRDK) 899 962
LIBERTY MEDIA CORP SER A (FWONA) 264 374
LIBERTY MEDIA CORP SER C (FWONK) 1,097 1,283
LIFE HEALTHCARE GRP HLDGS LTD (LTGHY) 1,195 1,029
LOEWS CORPORATION (L) 200 406
LONZA GROUP AG ZUERICH ADR (LZAGY) 2,503 2,793
LOWES COMPANIES INC (LOW) 750 792
LVMH MOET HENNESSY LOUIS VUITT (LVMUY) 2,634 3,921
MARKEL CORP (HOLDING CO) (MKL) 2,141 2,625
MARSH & MCLENNAN COS INC (MMC) 152 362
MASTERCARD INC CL A (MA) 2,837 4,135
MATCH GROUP INC (MTCH) 2,310 1,594
MC DONALDS CORP (MCD) 764 1,416
MEDTRONIC PLC SHS (MDT) 1,149 1,261
MERCADOLIBRE INC (MELI) 4,583 7,724
MERCK & CO INC NEW COM (MRK) 265 397
META PLATFORMS INC CL A (META) 1,831 6,958
METLIFE INCORPORATED (MET) 571 955
MGM RESORTS INTERNATIONAL (MGM) 3,691 3,428
MICROCHIP TECHNOLOGY INC (MCHP) 201 194
MICRON TECH INC (MU) 2,077 2,704
MICROSOFT CORP (MSFT) 1,047 3,418
MICROSTARTEGY INC (MSTR) 900 1,176
MOBILE TELESYSTEMS PUB JT ADR 1,025 0
MODERNA INC (MRNA) 179 187
MOL MAGYAR OLAJ GDR (MGYOY) 1,164 1,319
MONDELEZ INTL INC COM (MDLZ) 556 1,010
MONGODB INC CL A (MDB) 1,686 1,739
MORGAN STANLEY (MS) 793 1,958
NEDBANK GRP LTD SPON ADR (NDBKY) 1,382 1,904
NESTLE SPON ADR REP REG SHR (NSRGY) 7,739 7,690
NEXTERA ENERGY INC (NEE) 904 1,254
NOMURA RESH INST LTD ADR (NRILY) 2,919 3,142
NORFOLK SOUTHERN CORP (NSC) 1,359 2,016
NORTHROP GRUMMAN CP(HLDG CO) (NOC) 953 1,312
NOVO NORDISK A/S ADR (NVO) 6,337 7,936
NU HLDGS LTD ORD SHS CL A (NU) 377 383
NXP SEMICONDUCTORS NV (NXPI) 1,269 1,755
OWENS CORNING INC (OC) 1,767 2,997
PARKER HANNIFIN CORP (PH) 343 999
PAYLOCITY HOLDING CORPORATION (PCTY) 1,178 1,153
PDD HOLDINGS INC ADR (PDD) 992 1,193
PELOTON INTERACTIVE INC CL A (PTON) 1,703 1,255
PEPSICO INC NC (PEP) 687 998
PETROLEO BRASILEIRO SA (PBR) 1,697 2,380
PFIZER INC (PFE) 437 585
PHILIP MORRIS INTL INC (PM) 1,347 1,857
PING AN INSURANCE ADR (PNGAY) 2,840 1,648
PINTEREST INC CL A (PINS) 2,586 3,600
PJSC GAZPROM SPON ADR 979 0
PJSC LUKOIL SPONSORED ADR (LUKOY) 1,300 0
PNC FINL SVCS GP (PNC) 1,090 1,493
PPG INDUSTRIES INC (PPG) 1,195 1,742
PROCTER & GAMBLE (PG) 940 1,408
PROGRESSIVE CORP OHIO (PGR) 237 627
PROKIDNEY CORP CLASS A (PROK) 804 157
PROLOGIS INC COM (PLD) 716 972
PT ASTRA INTERNATIONAL TBK ADR (PTAIY) 1,671 1,615
PT BK MANDIRI PERSERO TBK UNSP (PPERY) 1,662 2,688
PT TELEKOMUNIKASI INDONESIA (TLK) 1,273 1,550
PT UNITED TRACTORS ADR (PUTKY) 1,454 1,047
PUBLIC SERVICE ENTERPRISE GP (PEG) 642 725
QUEST DIAGNOSTICS INC (DGX) 1,475 2,081
REPUBLIC SERVICES INC (RSG) 353 809
RIVIAN AUTOMOTIVE INC CL A (RIVN) 728 405
ROBLOX CORP CL A (RBLX) 6,943 11,208
ROIVANT SCIENCES LTD (ROIV) 1,814 1,887
ROYALTY PHARMA PLC SHS CLASS A (RPRX) 10,392 8,792
RTX CORPORATION (RTX) 740 1,477
SAMSARA INC CL A (IOT) 2,497 3,772
SANLAM LTD ADR (SLLDY) 1,496 1,799
SARTORIUS STEDIUM BIOTECH S ADR (SRTOY) 586 705
SBERBANK RUSSIA (AKSJF) 1,044 1,249
SCHIBSTED ADR (SBSNY) 605 605
SEAGATE TECHNOLOGY HLDNGS PLC (STX) 1,929 3,843
SERVICENOW INC (NOW) 2,485 3,222
SHINHAN FINANCIAL GROUP CO LTD (SHG) 1,635 1,895
SHOPIFY INC (SHOP) 9,596 14,942
SIG GROUP AG NAMEN AKT (SCBGF) 2,081 1,971
SINOPHARM GROUP CO LTD ADR (SHTDY) 1,322 1,506
SNOWFLAKE INC CL A (SNOW) 13,350 17,700
SOCIEDAD QUIMICA Y MINERA ADS(SQM) 1,700 1,395
STANDARD BANK GROUP LTD SPON (SGBLY) 1,686 1,832
STARBUCKS CORP WASHINGTON (SBUX) 3,022 3,168
SYSCO CORP (SYY) 771 1,002
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 5,826 10,504
TE CONNECTIVITY LTD NEW (TEL) 7,279 10,135
TECK RESOURCES LTD (TECK) 4,339 5,791
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 2,640 2,478
TERNIUM S.A. ADR (TX) 1,279 1,273
TESLA INC (TSLA) 7,526 8,686
TEXAS INSTRUMENTS (TXN) 2,832 5,076
THE CIGNA GROUP (CI) 3,158 4,552
TINGYI CAYMAN ISLANDS HLDGS CO (TYCMY) 2,084 1,452
TJX COS INC NEW (TJX) 3,683 4,864
TKO GROUP HOLDINGS INC CL A (IKO) 1,500 1,290
TOTALENERGIES SE SPONSORED ADS (TTE) 1,627 2,006
TRADE DESK INC CLASS A (TTD) 10,239 11,715
TRAVELERS COMPANIES INC COM (TRV) 372 405
U S BANCORP COM NEW (USB) 4,553 5,626
UBER TECHNOLOGIES INC (UBER) 7,323 13,299
UNILEVER PLC (NEW) ADS (UL) 2,429 2,164
UNION PACIFIC CORP (UNP) 399 407
UNITED PARCEL SER INC CL-B (UPS) 2,110 1,936
UNITEDHEALTH GP INC (UNH) 8,521 15,333
VALE S.A (VALE) 1,666 1,935
VENTAS INC (VTR) 464 437
VERIZON COMMUNICATIONS (VZ) 822 644
VERTEX PHARMACEUTICALS (VRTX) 9,375 15,604
VIATRIS INC (VTRS) 6,367 5,068
VIBRA ENERGIA SA ADR (PETRY) 1,381 1,762
VISA INC CL A (V) 1,542 2,344
VODACOM GROUP LIMITED (VDMCY) 1,634 1,437
WALMART INC (WMT) 901 1,459
WARNER BROS DISCOVERY INC SER (WBD) 1,501 1,124
WELLS FARGO & CO NEW (WFC) 6,960 9,499
WESTERN DIGITAL CORPORATION (WDC) 1,111 1,554
WOLFSPEED INC (WOLF) 3,337 2,871
WOLTERS KLUWER NV SPON ADR (WTKWY) 1,776 2,451
XCEL ENERGY INC (XEL) 786 981
ALIBABA GROUP HLDG LTD (BABA) 604 606

TY 2023 InvestmentsGovtObligationsSch
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
US Government Securities - End of Year Book Value:

148,128
US Government Securities - End of Year Fair Market Value:

141,343
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
DELAWARE IVY MID CAP GRW I (IYMIX) AT COST 19,805 18,878
FIRST EAGLE OVERSEAS I (SGOIX) AT COST 121,474 131,750
JPMORGAN MID CAP VALUE I (JMVSX) AT COST 29,856 34,830
LORD ABBETT SHT DURATION INC I (LLDYX) AT COST 229,601 217,912
METROPOLITAN WEST TOT RET BD I (MWTIX) AT COST 311,847 287,091
NEUBERGER INTRINSIC VALUE INST (NINLX) AT COST 24,551 25,431
OAKMARK INTERNATIONAL INST (OANIX) AT COST 111,461 131,639
PIMCO LONG TERM CREDIT BD 12 (PLCPX) AT COST 90,397 96,073
VIRTUS VONTOBEL EMRG MKT OPP I (HIEMX) AT COST 98,871 83,682
WA SMASH SRS CR PLS COMPLETION (LMECX) AT COST 140,098 118,558
WASATCH SM CAP GRW FD (WAAEX) AT COST 22,893 23,746
WESTERN ASSET SMASH SERIES C (LMLCX) AT COST 40,727 41,567
WESTERN ASSET SMASH SERIES M (LMSMX) AT COST 64,696 54,798

TY 2023 OtherDecreasesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Description Amount
BASIS ADJUSTMENT 2,534


TY 2023 OtherExpensesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER ADMINISTRATIVE EXPENSES 589 0   589
OFFICE SUPPLIES 191 0   191


TY 2023 OtherIncreasesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Description Amount
NONDIVIDEND DISTRIBUTION 41
DIVIDEND RECEIVABLE 2,300
BOND PREMIUM 558


TY 2023 OtherProfessionalFeesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 18,844 18,844   0


TY 2023 TaxesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MS 085778 - FOREIGN TAX PAID 1,402 1,402   0