TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
SHIRLEY & DAVID ALLEN FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)4441 86TH AVE SE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MERCER ISLAND, WA980404145

A Employer identification number

76-0702130

B Telephone number (see instructions)

(206) 979-6157

C If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$1,637,013J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	2		2
4	Dividends and interest from securities...	34,136		34,136
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		63,249
b	Gross sales price for all assets on line 6a 345,293
7	Capital gain net income (from Part IV, line 2)...			63,249
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).......	List of Attached Documents: // Content	230
12	Total. Add lines 1 through 11........	97,617		97,387
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	2,570
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	374
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	767	767
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	17,085	17,085
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	20,796		17,852	0
25	Contributions, gifts, grants paid.......	73,894			73,894
26	Total expenses and disbursements. Add lines 24 and 25	94,690		17,852	73,894
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	2,927
b	Net investment income (if negative, enter -0-)			79,535
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	22,236	20,627	20,627
	2	Savings and temporary cash investments.........	56,324	120,855	120,855
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	915,255	List of Attached Documents: // Content 867,356	1,447,843
	c	Investments—corporate bonds (attach schedule).......	65,887	List of Attached Documents: // Content 53,791	47,688
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,059,702	1,062,629	1,637,013
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................	1,576	1,799
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	1,576	1,799
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,058,126	1,060,830
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,058,126	1,060,830
	30	Total liabilities and net assets/fund balances (see instructions).	1,059,702	1,062,629

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,058,126

Enter amount from Part I, line 27a .....................

2,927

Other increases not included in line 2 (itemize) right arrow

Add lines 1, 2, and 3 ..........................

1,061,053

Decreases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

223

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,060,830

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	126 SH AT&T INC	P	2022-11-14	2023-05-01
b	18 SH NVIDIA CORP	P	2022-07-19	2023-02-09
c	294 SH IBERDROLA SA RIGHTS 2022	P	2023-01-06	2023-01-13
d	4 SH APPLE INC	P	2010-07-20	2023-04-14
e	19 SH CHEVRONTEXACO CORP	P	2019-05-29	2023-01-04
	10 SH EXXON MOBIL CORP	P	2018-08-16	2023-12-01
	39 SH INTEL CORP	P	2010-07-20	2023-12-01
	4 SH MARKEL CORP	P	2017-01-24	2023-11-30
	100 SH FANUC	P	2010-07-20	2023-08-03
	125 SH SPDR S&P GLOBAL NATURAL RESOU	P	2022-04-28	2023-11-30
	3 SH 3M CO	P	2021-08-31	2023-03-23
	65 SH DASSAULT SYSTEMES SE	P	2013-10-09	2023-01-26
	12 SH ALIBABA GROUP HLDG LTD	P	2023-04-12	2023-12-13
	29 SH PNC FINANCIAL SERVICSES GROUP	P	2022-08-01	2023-03-20
	294 SH IBERDROLA SA RIGHTS 2023	P	2023-07-07	2023-07-14
	4 SH APPLE INC	P	2010-07-20	2023-07-25
	10 SH CHEVRONTEXACO CORP	P	2019-05-29	2023-06-05
	23 SH FISERV INC	P	2020-02-06	2023-01-11
	56 SH INTEL CORP	P	2019-06-28	2023-12-01
	2 SH MARKEL CORP	P	2017-01-25	2023-11-30
	34 SH NEXTERA ENERGY INC	P	2019-08-30	2023-08-02
	16.8 SH SANDOZ GROUP AG	P	2016-11-15	2023-10-13
	18 SH 3M CO	P	2022-02-22	2023-03-23
	5 SH DASSAULT SYSTEMES SE	P	2013-12-20	2023-01-26
	15 SH APPLE INC	P	2022-02-14	2023-01-09
	1 SH SPDR GOLD TR GOLD SHS ETF	P	2023-04-19	2023-10-10
	1 SH JAZZ PHARMACEUTICALS PLC	P	2023-04-24	2023-11-20
	3 SH APPLE INC	P	2022-02-14	2023-08-07
	41 SH CONSTELLATION BRANDS INC	P	2019-03-01	2023-06-16
	29 SH FISERV INC	P	2020-01-09	2023-11-30
	84 SH INTEL CORP	P	2022-02-22	2023-12-01
	2 SH MARKEL CORP	P	2019-03-13	2023-11-30
	12 SH NEXTERA ENERGY INC	P	2020-05-11	2023-08-02
	3 SH SANDOZ GROUP AG	P	2017-04-06	2023-10-13
	97 SH TRUIST FINL CORP	P	2022-08-01	2023-08-22
	30 SH DASSAULT SYSTEMES SE	P	2013-10-31	2023-01-27
	5 SH APPLE INC	P	2023-06-12	2023-08-07
	1 SH SPDR GOLD TR GOLD SHS ETF	P	2023-04-19	2023-11-07
	33 SH JAZZ PHARMACEUTICALS PLC	P	2023-04-25	2023-11-20
	31 SH ARCHER-DANIELS-MIDLAND CO	P	2022-03-14	2023-12-22
	17 SH COPART INC	P	2020-07-15	2023-05-09
	28 SH FISERV INC	P	2020-01-17	2023-11-30
	100 SH ISHARES GLOBAL TECH ETF	P	2019-05-23	2023-11-30
	73 SH MATCH GROUP INC NEW	P	2020-07-24	2023-05-09
	13 SH NVIDIA CORP	P	2018-12-13	2023-02-09
	0.2 SH SANDOZ GROUP AG	P	2018-08-16	2023-10-13
	25 SH UNITEDHEALTH GROUP INC	P	2018-12-27	2023-02-02
	45 SH DASSAULT SYSTEMES SE	P	2013-12-20	2023-01-27
	99 SH DOMINION ENERGY INC	P	2022-11-03	2023-04-20
	1 SH SPDR GOLD TR GOLD SHS ETF	P	2023-04-19	2023-12-07
	61 SH ABBOTT LABORATORIES	P	2019-08-09	2023-04-24
	14 SH ARCHER-DANIELS-MIDLAND CO	P	2022-03-28	2023-12-22
	69 SH DEVON ENERGY CORP	P	2021-10-06	2023-03-16
	5 SH FISERV INC	P	2020-02-06	2023-11-30
	150 SH ISHARES GLOBAL TECH ETF	P	2010-06-17	2023-04-19
	603.14 SH METROPOLITAN WEST TOTAL RE	P	2011-07-27	2023-11-30
	9 SH NVIDIA CORP	P	2018-12-13	2023-04-13
	3 SH SANDOZ GROUP AG	P	2021-04-26	2023-10-13
	25 SH ZEBRA TECHNOLOGIES CORP CL A	P	2019-08-07	2023-11-30
	16 SH DASSAULT SYSTEMES SE	P	2014-01-16	2023-01-27
	1 SH DOMINION ENERGY INC	P	2022-11-03	2023-04-21
	1 SH SPDR GOLD TR GOLD SHS ETF	P	2023-04-19	2023-05-12
	6 SH ABBOTT LABORATORIES	P	2019-08-30	2023-04-24
	16 SH ARCHER-DANIELS-MIDLAND CO	P	2022-08-29	2023-12-22
	63 SH DEVON ENERGY CORP	P	2021-12-01	2023-03-16
	44 SH FISERV INC	P	2020-06-29	2023-11-30
	311.58 SH KENVUE INC	P	2010-07-20	2023-08-28
	5 SH MICROSOFT CORP	P	2021-01-25	2023-01-09
	9 SH NVIDIA CORP	P	2018-12-13	2023-06-16
	0.4 SH SANDOZ GROUP AG	P	2021-04-27	2023-11-15
	525 SH CHINA HIGH PRECISION AUTOMATI	P	2011-01-20	2023-04-28
	50 SH DASSAULT SYSTEMES SE	P	2013-10-15	2023-01-30
	27 SH ISHARES CHINA LARGE CAP ETF	P	2023-01-04	2023-05-17
	1 SH SPDR GOLD TR GOLD SHS ETF	P	2023-04-19	2023-06-12
	14 SH ABBOTT LABORATORIES	P	2019-08-30	2023-04-25
	1 SH BOOKING HLDGS INC	P	2012-08-09	2023-05-09
	5 SH DEVON ENERGY CORP	P	2021-12-01	2023-03-16
	30 SH FLEETCOR TECHNOLOGIES INC	P	2014-01-31	2023-11-30
	104.42 SH KENVUE INC	P	2022-02-22	2023-08-28
	2 SH MICROSOFT CORP	P	2021-01-25	2023-01-09
	11 SH NVIDIA CORP	P	2018-12-13	2023-07-25
	4 SH SIEMENS A G SPONSORED ADR	P	2021-04-26	2023-12-08
	542 SH CHINA HIGH PRECISION AUTOMATI	P	2011-01-21	2023-04-28
	4 SH DASSAULT SYSTEMES SE	P	2014-01-16	2023-01-30
	78 SH ISHARES CHINA LARGE CAP ETF	P	2023-01-09	2023-05-17
	1 SH SPDR GOLD TR GOLD SHS ETF	P	2023-04-19	2023-07-11
	4 SH ADOBE SYSTEM INC	P	2022-01-27	2023-07-25
	20 SH BOSTON SCIENTIFIC CORP COM	P	2020-05-21	2023-01-04
	30 SH DEVON ENERGY CORP	P	2022-01-07	2023-03-16
	9 SH FLEETCOR TECHNOLOGIES INC	P	2020-07-29	2023-11-30
	28 SH KIMBERLY-CLARK CORP	P	2010-07-20	2023-09-07
	28 SH NAPCO SEC SYS INC	P	2021-06-03	2023-11-30
	18 SH NVIDIA CORP	P	2018-12-13	2023-11-30
	9 SH SIEMENS A G SPONSORED ADR	P	2021-04-26	2023-12-11
	291 SH CHINA HIGH PRECISION AUTOMATI	P	2011-01-26	2023-04-28
	49 SH WOODSIDE ENERGY GROUP LT	P	2022-06-01	2023-09-21
	57 SH ISHARES CHINA LARGE CAP ETF	P	2022-12-08	2023-09-05
	1 SH SPDR GOLD TR GOLD SHS ETF	P	2023-04-19	2023-08-09
	4 SH ADOBE SYSTEM INC	P	2022-02-02	2023-07-25
	1 SH BROADCOM INC	P	2020-11-11	2023-06-15
	33 SH WALT DISNEY CO	P	2018-06-18	2023-07-25
	5 SH FLEETCOR TECHNOLOGIES INC	P	2020-11-17	2023-11-30
	12 SH KIMBERLY-CLARK CORP	P	2021-04-26	2023-09-07
	18 SH NAPCO SEC SYS INC	P	2021-06-16	2023-11-30
	668.83 SH PIMCO HIGH YIELD FUND	P	2012-02-03	2023-04-19
	13 SH SIEMENS A G SPONSORED ADR	P	2022-02-22	2023-12-11
	415 SH CHINA HIGH PRECISION AUTOMATI	P	2011-02-18	2023-04-28
	7 SH CHUBB LTD	P	2015-09-25	2023-12-01
	131 SH ISHARES CHINA LARGE CAP ETF	P	2023-01-04	2023-09-05
	1 SH SPDR GOLD TR GOLD SHS ETF	P	2023-04-19	2023-09-11
	11 SH ALTRIA GROUP INC	P	2010-07-20	2023-12-08
	2 SH BROADCOM INC	P	2021-06-11	2023-06-15
	32 SH WALT DISNEY CO	P	2018-07-17	2023-07-25
	75 SH FORTUNE BRANDS HOME & SECURITY	P	2018-10-01	2023-03-13
	23 SH KIMBERLY-CLARK CORP	P	2010-07-20	2023-09-08
	16 SH NAPCO SEC SYS INC	P	2021-06-17	2023-11-30
	29 SH PAYPAL HOLDINGS INC	P	2020-02-26	2023-11-30
	22 SH SOUTHWEST AIRLINES CO	P	2022-02-14	2023-08-02
	366 SH CHINA HIGH PRECISION AUTOMATI	P	2011-01-06	2023-05-02
	7 SH CHUBB LTD	P	2015-12-07	2023-12-01
	112 SH ISHARES CHINA LARGE CAP ETF	P	2022-12-08	2023-09-25
	4 SH SOCIEDAD QUIMICA Y MINERA DE CH	P	2022-08-29	2023-05-01
	6 SH ALTRIA GROUP INC	P	2019-11-20	2023-12-08
	2 SH BROADCOM INC	P	2020-10-30	2023-08-16
	5 SH WALT DISNEY CO	P	2018-12-06	2023-07-25
	1 SH FORTUNE BRANDS HOME & SECURITY	P	2019-02-20	2023-03-13
	19 SH LVMH MOET HENNESSY LOUIS VUITT	P	2018-12-28	2023-07-19
	36 SH NAPCO SEC SYS INC	P	2021-09-07	2023-11-30
	8 SH PAYPAL HOLDINGS INC	P	2020-03-13	2023-11-30
	74 SH SOUTHWEST AIRLINES CO	P	2022-02-14	2023-08-02
	145 SH CHINA HIGH PRECISION AUTOMATI	P	2011-01-26	2023-05-02
	33.37 SH CORTEVA INC	P		2023-11-30
	77 SH JD.COM INC	P	2023-09-05	2023-12-13
	12 SH SOCIEDAD QUIMICA Y MINERA DE C	P	2022-08-29	2023-05-02
	1 SH ALTRIA GROUP INC	P	2020-03-18	2023-12-08
	1 SH BROADCOM INC	P	2020-11-11	2023-08-16
	2 SH WALT DISNEY CO	P	2019-02-20	2023-07-25
	25 SH FORTUNE BRANDS HOME & SECURITY	P	2019-05-15	2023-03-13
	11 SH LVMH MOET HENNESSY LOUIS VUITT	P	2018-12-28	2023-07-20
	32 SH NAPCO SEC SYS INC	P	2021-10-07	2023-11-30
	12 SH PAYPAL HOLDINGS INC	P	2020-03-19	2023-11-30
	8 SH THERMO FISHER SCIENTIFIC INC	P	2019-02-07	2023-04-14
	650 SH CHINA HIGH PRECISION AUTOMATI	P	2011-04-28	2023-05-02
	28.63 SH CORTEVA INC	P		2023-11-30
	0.53 SH KENVUE INC	P	2023-09-07	2023-09-14
	30 SH SOCIEDAD QUIMICA Y MINERA DE C	P	2022-08-30	2023-05-02
	7 SH ALTRIA GROUP INC	P	2021-08-12	2023-12-08
	1 SH BROADCOM INC	P	2020-08-07	2023-12-01
	10 SH WALT DISNEY CO	P	2020-01-23	2023-07-25
	22 SH FORTUNE BRANDS HOME & SECURITY	P	2022-02-02	2023-03-13
	9 SH LVMH MOET HENNESSY LOUIS VUITTO	P	2018-12-28	2023-10-04
	28 SH NAPCO SEC SYS INC	P	2021-11-11	2023-11-30
	11 SH PAPAL HOLDINGS INC	P	2021-04-06	2023-11-30
	38 SH 3M CO	P	2010-07-20	2023-03-23
	774 SH CHINA HIGH PRECISION AUTOMATI	P	2011-01-06	2023-05-03
	5 SH KIMBERLY-CLARK CORP	P	2022-11-01	2023-09-07
	100 SH US BANCORP	P	2022-05-06	2023-03-20
	4 SH AMAZON COM INC	P	2016-10-28	2023-01-09
	2 SH BROADCOM INC	P	2020-10-30	2023-12-01
	23 SH EXXON MOBIL CORP	P	2015-09-17	2023-12-01
	69 SH GODADDY INC	P	2021-02-09	2023-11-30
	8 SH LVMH MOET HENNESSY LOUIS VUITTO	P	2018-12-28	2023-10-05
	45 SH NAPCO SEC SYS INC	P	2022-02-11	2023-11-30
	27 SH PAYPAL HOLDINGS INC	P	2021-11-04	2023-11-30
	3 SH 3M CO	P	2019-11-20	2023-03-23
	525 SH CHINA HIGH PRECISION AUTOMATI	P	2011-08-10	2023-05-03
	31 SH NAPCO SEC SYS INC	P	2022-12-08	2023-11-30
	12 SH ZEBRA TECHNOLOGIES CORP CL A	P	2023-06-16	2023-11-30
	16 SH AMAZON COM INC	P	2017-01-06	2023-01-09
	1 SH BROADCOM INC	P	2020-08-07	2023-12-20
	3 SH EXXON MOBIL CORP	P	2017-08-25	2023-12-01
	60 SH GODADDY INC	P	2021-02-23	2023-11-30
	4 SH LOWES COMPANIES INC	P	2018-04-26	2023-01-11
	36 SH NAPCO SEC SYS INC	P	2022-09-16	2023-11-30
	15 SH PAYPAL HOLDINGS INC	P	2021-12-07	2023-11-30
	1 SH 3M CO	P	2020-03-18	2023-03-23
	1445 SH VODAFONE GROUP PLC	P	2022-02-21	2023-08-03

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,216	2,415	-199
b	4,086	3,057	1,029
c	58	56	2
d	662	34	628
e	3,262	2,208	1,054
	1,037	774	263
	1,695	833	862
	5,708	3,649	2,059
	2,873	2,325	548
	6,936	7,592	-656
	304	584	-280
	2,427	842	1,585
	851	1,125	-274
	3,697	4,814	-1,117
	101	97	4
	776	34	742
	1,560	1,162	398
	2,324	2,778	-454
	2,434	2,685	-251
	2,854	1,859	995
	2,452	1,866	586
	518	275	243
	1,822	2,672	-850
	187	61	126
	1,954	2,528	-574
	4	5	-1
	121	145	-24
	536	506	30
	10,171	6,986	3,185
	3,781	3,404	377
	3,651	3,747	-96
	2,854	1,978	876
	865	674	191
	92	51	41
	2,733	4,888	-2,155
	1,098	363	735
	893	915	-22
	4	5	-1
	3,979	4,735	-756
	2,221	2,558	-337
	1,356	737	619
	3,651	3,366	285
	6,523	2,825	3,698
	2,324	6,605	-4,281
	2,951	485	2,466
	6	4	2
	11,745	6,057	5,688
	1,648	553	1,095
	5,604	6,791	-1,187
	4	4
	6,732	5,260	1,472
	1,003	1,293	-290
	3,190	2,670	520
	652	604	48
	10,464	3,298	7,166
	5,000	5,918	-918
	2,411	335	2,076
	93	69	24
	5,927	5,081	846
	586	190	396
	57	69	-12
	5	4	1
	662	511	151
	1,146	1,458	-312
	2,913	2,614	299
	5,737	4,247	1,490
	7,165	2,264	4,901
	1,135	1,134	1
	3,905	335	3,570
	11	9	2
	22	480	-458
	1,812	569	1,243
	768	839	-71
	5	5
	1,544	1,192	352
	2,660	561	2,099
	231	207	24
	7,200	3,203	3,997
	2,401	2,106	295
	454	453	1
	5,060	410	4,650
	349	344	5
	23	493	-470
	145	48	97
	2,219	2,442	-223
	5	5
	2,097	1,997	100
	926	706	220
	1,387	1,470	-83
	2,160	2,361	-201
	3,561	1,683	1,878
	851	460	391
	8,414	671	7,743
	790	775	15
	12	250	-238
	1,152	1,048	104
	1,578	1,660	-82
	5	5
	2,097	2,135	-38
	883	374	509
	2,837	3,541	-704
	1,200	1,322	-122
	1,526	1,569	-43
	547	313	234
	5,143	6,165	-1,022
	1,141	973	168
	17	376	-359
	1,601	723	878
	3,627	4,071	-444
	5	5
	454	233	221
	1,765	941	824
	2,751	3,533	-782
	4,284	3,439	845
	2,930	1,382	1,548
	486	287	199
	1,664	3,178	-1,514
	735	993	-258
	15	292	-277
	1,601	820	781
	2,991	3,261	-270
	260	420	-160
	248	292	-44
	1,677	695	982
	430	567	-137
	57	42	15
	3,615	1,099	2,516
	1,094	700	394
	459	830	-371
	2,471	3,354	-883
	6	124	-118
	1,513		1,513
	1,931	2,638	-707
	770	1,261	-491
	41	35	6
	838	374	464
	172	227	-55
	1,428	1,165	263
	2,093	636	1,457
	973	700	273
	688	1,160	-472
	4,688	1,938	2,750
	27	544	-517
	1,298		1,298
	11	12	-1
	1,925	3,144	-1,219
	289	337	-48
	930	327	603
	860	1,423	-563
	1,257	1,805	-548
	1,353	521	832
	851	659	192
	631	2,792	-2,161
	3,846	3,077	769
	28	617	-589
	636	620	16
	3,469	4,927	-1,458
	350	157	193
	1,861	695	1,166
	2,386	1,720	666
	6,820	6,283	537
	1,213	463	750
	1,368	883	485
	1,549	6,112	-4,563
	304	505	-201
	19	303	-284
	942	819	123
	2,845	3,407	-562
	1,402	638	764
	1,131	327	804
	311	230	81
	5,930	4,861	1,069
	825	330	495
	1,094	1,086	8
	861	2,872	-2,011
	101	132	-31
	1,330	2,715	-1,385

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			-199
b			1,029
c			2
d			628
e			1,054
			263
			862
			2,059
			548
			-656
			-280
			1,585
			-274
			-1,117
			4
			742
			398
			-454
			-251
			995
			586
			243
			-850
			126
			-574
			-1
			-24
			30
			3,185
			377
			-96
			876
			191
			41
			-2,155
			735
			-22
			-1
			-756
			-337
			619
			285
			3,698
			-4,281
			2,466
			2
			5,688
			1,095
			-1,187

			1,472
			-290
			520
			48
			7,166
			-918
			2,076
			24
			846
			396
			-12
			1
			151
			-312
			299
			1,490
			4,901
			1
			3,570
			2
			-458
			1,243
			-71

			352
			2,099
			24
			3,997
			295
			1
			4,650
			5
			-470
			97
			-223

			100
			220
			-83
			-201
			1,878
			391
			7,743
			15
			-238
			104
			-82

			-38
			509
			-704
			-122
			-43
			234
			-1,022
			168
			-359
			878
			-444

			221
			824
			-782
			845
			1,548
			199
			-1,514
			-258
			-277
			781
			-270
			-160
			-44
			982
			-137
			15
			2,516
			394
			-371
			-883
			-118
			1,513
			-707
			-491
			6
			464
			-55
			263
			1,457
			273
			-472
			2,750
			-517
			1,298
			-1
			-1,219
			-48
			603
			-563
			-548
			832
			192
			-2,161
			769
			-589
			16
			-1,458
			193
			1,166
			666
			537
			750
			485
			-4,563
			-201
			-284
			123
			-562
			764
			804
			81
			1,069
			495
			8
			-2,011
			-31
			-1,385

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	63,249
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 ...................		3	-8,680

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	1,106
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
3	Add lines 1 and 2...........................	3	1,106
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	1,106
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	903
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	903
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	3
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	206
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax	Refunded	11

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. right arrow

$ (2) On foundation managers. right arrow

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

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? ................

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

N/A

The books are in care of right arrow

ALFRED SULLIVAN Telephone no. right arrow

(206) 979-6157

Located at right arrow

4441 86TH AVE SEMERCER ISLANDWA ZIP+4 right arrow

98040

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
ALFRED SULLIVAN	VP/TREASURER 4.00	0	0	0
4441 86TH AVE SE MERCER ISLAND,WA98040	VP/TREASURER 4.00	0	0	0
LUCY SULLIVAN	PRESIDENT 2.00	0	0	0
4441 86TH AVE SE MERCER ISLAND,WA98040	PRESIDENT 2.00	0	0	0
HOLLY ALLEN	DIRECTOR 1.00	0	0	0
309 NEWTON ST SEATTLE,WA98119	DIRECTOR 1.00	0	0	0
VINIT ALLEN	DIRECTOR 1.00	0	0	0
1700 NEW STOCK RD WEAVERVILLE,NC28787	DIRECTOR 1.00	0	0	0
MARY CUSHING	SECRETARY 1.00	0	0	0
PO BOX 520 CARNELIAN BAY,CA961400520	SECRETARY 1.00	0	0	0

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...................

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 arrow

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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... right arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,477,508

Average of monthly cash balances.......................

98,013

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,575,521

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,575,521

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

23,633

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

1,551,888

Minimum investment return. Enter 5% (0.05) of line 5................

77,594

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.)

Minimum investment return from Part IX, line 6..................

77,594

Tax on investment income for 2022 from Part V, line 5.......

1,106

Income tax for 2022. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,106

Distributable amount before adjustments. Subtract line 2c from line 1............

76,488

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

76,488

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

76,488

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

73,894

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

73,894

Form 990-PF (2023)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2023
1 Distributable amount for 2023 from Part X, line 7			76,488
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2022:
a From 2018......
b From 2019......	3,545
c From 2020......
d From 2021......	3,252
e From 2022......	579
f Total of lines 3a through e ........		7,376
4Qualifying distributions for 2023 from Part
XI, line 4: $ 73,894
a Applied to 2022, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2023 distributable amount.....			73,894
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2023.		2,594	2,594
(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		4,782
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
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......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2022. Subtract line 4a from line 2a. Taxable amount—see instructions .............
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) .......
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		4,782
10 Analysis of line 9:
a Excess from 2019....	951
b Excess from 2020....
c Excess from 2021....	3,252
d Excess from 2022....	579
e Excess from 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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AAUW 1111 SIXTEENTH ST NW WASHINGTON,DC20036	NONE	SEC501(C)(3)	HUMANITARIAN SERVICES	1,213
ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE 17TH CHICAGO,IL60601	NONE	SEC501(C)(3)	GENERAL SUPPORT	444
AMERICAN INSTITUTE CANCER RESEARCH 1759 R ST NW WASHINGTON,DC20009	NONE	SEC501(C)(3)	GENERAL SUPPORT	444
AMNESTY INTERNATIONAL 5 PENN PLAZA NEW YORK,NY10001	NONE	SEC501(C)(3)	HUMANITARIAN SERVICES	444
ARIZONA OPERA-TUCSON EDUCATION PROG 1636 N CENTRAL AVE PHOENIX,AZ85004	NONE	SEC501(C)(3)	GENERAL SUPPORT	486
AM SOC PREV CRUELTY TO ANIMALS 424 EAST 92ND STREET NEW YORK,NY10128	NONE	SEC501(C)(3)	ANIMAL PROTECTION	444
A WAY HOME WASHINGTON 1200 12TH AVE S STE 710 SEATTLE,WA98144	NONE	SEC501(C)(3)	COMMUNITY SERVICES	890
BELOVED ASHVILLE PO BOX 6386 ASHEVILLE,NC28816	NONE	SEC501(C)(3)	COMMUNITY SERVICES	809
CALIFORNIA STATE PARKS 50 FRANCISCO STREET 110 SAN FRANCISCO,CA94133	NONE	SEC501(C)(3)	COMMUNITY SERVICES	264
CAMPAIGN FOR TIBET 1825 JEFFERSON PLACE NW WASHINGTON,DC20036	NONE	SEC501(C)(3)	HUMANITARIAN SERVICES	444
CARTER CENTER 453 FREEDOM PKWY NE ATLANTA,GA30307	NONE	SEC501(C)(3)	HUMANITARIAN SERVICES	890
CATCHING THE DREAM BOX 30433 PHILADELPHIA,PA19103	NONE	SEC501(C)(3)	ARTS EDUCATION	890
CENTER FOR BIOLOGICAL DIVERSITY PO BOX 710 TUCSON,AZ85702	NONE	SEC501(C)(3)	ANIMAL PROTECTION	444
CHILDREN'S INSTITUTE 2640 BENSON ROAD S RENTON,WA98055	NONE	SEC501(C)(3)	CHILDREN'S PROGRAMS	444
COMPASS HOUSING ALLIANCE 77 S WASHINGTON ST SEATTLE,WA98104	NONE	SEC501(C)(3)	GENERAL SUPPORT	890
COMPASSION WITHOUT BORDERS 537 4TH ST SUITE F SANTA ROSA,CA95401	NONE	SEC501(C)(3)	ANIMAL PROTECTION	1,334
DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK,NY10001	NONE	SEC501(C)(3)	HUMANITARIAN SERVICES	890
FOOD LIFELINE 815 S 96TH ST SEATTLE,WA98108	NONE	SEC501(C)(3)	COMMUNITY SERVICES	1,334
FOX CULTURAL HALL 8707 N LAKE BLVD KINGS BEACH,CA96143	NONE	SEC501(C)(3)	CHILDREN'S PROGRAMS	890
HOMEWARD BOUND WNC PO BOX 1166 ASHEVILLE,NC28802	NONE	SEC501(C)(3)	COMMUNITY SERVICES	444
JUBILEE COMMUNITY 46 WALL ST ASHEVILLE,NC28801	NONE	SEC501(C)(3)	COMMUNITY SERVICES	444
KIWANIS CLUB 3636 WOODVIEW TRACE INDIANAPOLIS,IN46268	NONE	SEC501(C)(3)	COMMUNITY SERVICES	25,650
LAKE TAHOE DANCE COLLECTIVE PO BOX 1766 TAHOE CITY,CA96145	NONE	SEC501(C)(3)	CHILDREN'S PROGRAMS	444
LEAGUE TO SAVE LAKE TAHOE 2608 LAKE TAHOE BOULEVARD SOUTH LAKE TAHOE,CA96150	NONE	SEC501(C)(3)	GENERAL SUPPORT	1,780
LITERACY VOLUNTEERS OF TUCSON 2850 E SPEEDWAY BLVD TUCSON,AZ85716	NONE	SEC501(C)(3)	COMMUNITY SERVICES	890
MAKE A WISH SAN FRANCISCO 225 BUSH ST 16/F SAN FRANCISCO,CA94104	NONE	SEC501(C)(3)	COMMUNITY SERVICES	607
MARY'S PLACE PO BOX 1711 SEATTLE,WA98111	NONE	SEC501(C)(3)	COMMUNITY SERVICES	1,213
METROPOLITAN OPERA GUILD 70 LINCOLN CENTER PLZ 1 NEW YORK,NY10023	NONE	SEC501(C)(3)	ARTS ENRICHMENT	890
MOCKINGBIRD SOCIETY 2100 24TH AVE S 240 SEATTLE,WA98144	NONE	SEC501(C)(3)	CHILDREN'S PROGRAMS	444
NATIONAL PARKS CONSERVATION ASSOC 777 6TH STREET NW WASHINGTON,DC20001	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	890
NATIONAL RESOURCE DEFENSE COUNCIL 40 WEST 2ND STREET NEW YORK,NY10011	NONE	SEC501(C)(3)	ENVIRONMENTAL PROCETION	890
NATIONAL WILDLIFE FEDERATION PO BOX 1583 MERRIFIELD,VA22116	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	223
NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE ARLINGTON,VA22203	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	890
NORTH LAKE TAHOE HISTORICAL SOCIETY 560 NORTH LAKE BLVD TAHOE CITY,CA96145	NONE	SEC501(C)(3)	COMMUNITY SERVICES	223
NORTH LAKE TAHOE FIRE PROTECTION 866 ORIOLE WAY INCLINE VILLAGE,NV89451	NONE	SEC501(C)(3)	COMMUNITY PROTECTION SERVICES	25
OCEAN CONSERVANCY 1300 19TH STREET NW WASHINGTON,DC20036	NONE	SEC501(C)(3)	GENERAL SUPPORT	890
OUTDOORS FOR ALL 6344 NE 74TH ST STE 102 SEATTLE,WA98115	NONE	SEC501(C)(3)	COMMUNITY SERVICES	444
OXFAM 226 CAUSEWAY STREET 5/F BOSTON,MA02114	NONE	SEC501(C)(3)	HUMANITARIAN SERVICES	444
PACHAMAMA ALLIANCE PO BOX 29191 SAN FRANCISCO,CA94129	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	444
PATRONATO SAN XAVIER PO BOX 522 TUCSON,AZ85702	NONE	SEC501(C)(3)	GENERAL SUPPORT	444
PIMA LIBRARY FOUNDATION PO BOX 13245 TUCSON,AZ85732	NONE	SEC501(C)(3)	COMMUNITY SERVICES	444
PLACER CO SEARCH & RESCUE PO BOX 1710 TAHOE CITY,CA96145	NONE	SEC501(C)(3)	COMMUNITY SERVICES	444
PRIMAVERA FOUNDATION 151 W 40TH STREET TUCSON,AZ85713	NONE	SEC501(C)(3)	COMMUNITY SERVICES	444
RAINFOREST ACTION NETWORK 425 BUSH ST STE 300 SAN FRANCISCO,CA94108	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	444
RED BADGE PROJECT 1111 3RD AVE STE 3000 SEATTLE,WA98101	NONE	SEC501(C)(3)	COMMUNITY SERVICES	890
RONALD MCDONALD HOUSE CHARITY 5130 40TH AVE NE SEATTLE,WA98105	NONE	SEC501(C)(3)	COMMUNITY SERVICES	444
SALVATION ARMY 1000 4TH AVE S SEATTLE,WA98134	NONE	SEC501(C)(3)	HUMANITARIAN SERVICES	2,224
SAVE THE BAY 1330 BROADWAY 1800 OAKLAND,CA94612	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	444
SIERRA CLUB 85 SECOND STREET 750 SAN FRANCISCO,CA94105	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	890
SIERRA COMMUNITY HOUSE 948 INCLINE WAY INCLINE VILLAGE,NV89451	NONE	501(C)(3)	COMMUNITY SERVICES	463
SIERRA SENIOR SERVICES 10040 ESTATES DR A TRUCKEE,CA96161	NONE	SEC501(C)(3)	COMMUNITY SERVICES	890
SIOUX NATION RELIEF FUND 2401 EGLIN ST RAPID CITY,SD57703	NONE	SEC501(C)(3)	COMMUNITY SERVICES	890
SMILE TRAIN 41 MADISON AVE 28/F NEW YORK,NY10010	NONE	SEC501(C)(3)	COMMUNITY SERVICES	223
SPECIAL OLYMPICS 1133 19TH STREET NW WASHINGTON DC,DC20036	NONE	SEC501(C)(3)	COMMUNITY SERVICES	223
ST JUDE CHILDREN'S RESEARCH HOSPIT 262 DANNY THOMAS PLACE MEMPHIS,TN38105	NONE	SEC501(C)(3)	COMMUNITY SERVICES	1,618
TAHOE RIM TRAIL ASSN PO BOX 3267 STATELINE,NV89449	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	890
TAHOE TRUCKEE COMMUNITY FOUNDATION 1788 ODEN LANE TEMPLETON,CA93465	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	469
TMC FOUNDATION 5301 E GRANT ROAD TUCSON,AZ85712	NONE	SEC501(C)(3)	FOOD CONSERVATION PRGM	223
TRAILS AND VISTAS 10309 CROMLEY SQUARE TRUCKEE,CA96161	NONE	SEC501(C)(3)	COMMUNITY SERVICES	100
TREEHOUSE 2100 24TH AVE S SUITE 200 SEATTLE,WA98144	NONE	SEC501(C)(3)	COMMUNITY SERVICES	890
TUCSON COMMUNITY FOOD BANK 3003 S COUNTRY CLUB RD TUCSON,AZ85713	NONE	SEC501(C)(3)	COMMUNITY SERVICES	444
TUCSON MUSEUM OF ART 140 NORTH MAIN AVENUE TUCSON,AZ85701	NONE	SEC501(C)(3)	COMMUNITY SERVICES	444
UA FOUNDATION-ALLEN FAMILY LIB FUND 1111 N CHERRY AVENUE TUCSON,AZ85721	NONE	SEC501(C)(3)	COMMUNITY SERVICES	890
UA FOUNDATION-LIBRARY ENDOWMENT 1111 N CHERRY AVENUE TUCSON,AZ85721	NONE	SEC501(C)(3)	COMMUNITY SERVICES	890
UPLIFT NORTHWEST 2515 WESTERN AVE SEATTLE,WA98121	NONE	SEC501(C)(3)	COMMUNITY SERVICES	1,618
USA FOR UNHCR 1310 L ST NW STE 450 WASHINGTON,DC20005	NONE	SEC501(C)(3)	HUMANITARIAN SERVICES	890
VISHAL HIMALAYA FOUNDATION 6019 78TH AVE SE MERCER ISLAND,WA98040	NONE	SEC501(C)(3)	HUMANITARIAN SERVICES	890
WILDERNESS SOCIETY 2003 WESTERN AVE 660 SEATTLE,WA98121	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	890
YOSEMITE CONSERVANCY 101 MONTGOMERY STREET SAN FRANCISCO,CA94104	NONE	SEC501(C)(3)	ENVIRONMENTAL PROTECTION	890
Total ................................. 3a				73,894

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	2
4 Dividends and interest from securities ....			14	34,136
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	63,249
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME					230
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				97,387	230

13Total. Add line 12, columns (b), (d), and (e)..................

97,617

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2023 AccountingFeesSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION	2,570

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Name of Bond	End of Year Book Value	End of Year Fair Market Value
US TRUST	53,791	47,688

- TIN:

TY 2023 InvestmentsCorpStockSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Name of Stock	End of Year Book Value	End of Year Fair Market Value
US TRUST	867,356	1,447,843

- TIN:

TY 2023 OtherDecreasesSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Description	Amount
BOOK/TAX TIMING DIFFERENCE	223

- TIN:

TY 2023 OtherExpensesSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
INVESTMENT FEES	17,085	17,085

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	230

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
REGISTERED AGENT FEE	374

- TIN:

TY 2023 TaxesSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	767	767