TY 2024 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

2024

Open to Public Inspection

For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024

Name of foundation
SUNBRIDGE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)1000 SECOND AVENUE 34TH FLOOR
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA981041022

A Employer identification number

91-2080918

B Telephone number (see instructions)

(206) 621-1900

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

$23,709,463J 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	(c) Adjusted net 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	29,970		26,425
4	Dividends and interest from securities...	385,676		385,663
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		952,638
b	Gross sales price for all assets on line 6a 1,880,529
7	Capital gain net income (from Part IV, line 2)...			950,777
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	18,455	18,410	0
12	Total. Add lines 1 through 11........	1,386,739		1,381,275	0
13	Compensation of officers, directors, trustees, etc.	0		0	0	0
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	3,550	1,775	0	1,775
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	80,731	80,731	0	0
17	Interest...............	9,934		5,722	0	0
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	23,166	17,824	0	0
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	33,586	30,049	0	27
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	150,967		136,101	0	1,802
25	Contributions, gifts, grants paid.......	1,035,000				1,035,000
26	Total expenses and disbursements. Add lines 24 and 25	1,185,967		136,101	0	1,036,802
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	200,772
b	Net investment income (if negative, enter -0-)			1,245,174
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2024)

Form 990-PF (2024)

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.............
	2	Savings and temporary cash investments.........	7,977	110,063	110,063
	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..........	2,142
	10a	Investments—U.S. and state government obligations (attach schedule)	34,134	List of Attached Documents: // Content 197,958	197,958
	b	Investments—corporate stock (attach schedule).......	12,340,647	List of Attached Documents: // Content 12,314,850	20,028,299
	c	Investments—corporate bonds (attach schedule).......	629,034	List of Attached Documents: // Content 644,259	611,419
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	2,262,292	List of Attached Documents: // Content 2,268,330	2,753,575
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	List of Attached Documents: // Content 7,980	List of Attached Documents: // Content 8,149	List of Attached Documents: // Content 8,149
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	15,284,206	15,543,609	23,709,463
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	15,284,206	15,543,609
	29	Total net assets or fund balances (see instructions).....	15,284,206	15,543,609
	30	Total liabilities and net assets/fund balances (see instructions).	15,284,206	15,543,609

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

15,284,206

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

200,772

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

List of Attached Documents:

// Content

58,631

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

15,543,609

Decreases not included in line 2 (itemize) right arrow

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

15,543,609

Form 990-PF (2024)

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	SHORT TERM STOCK SALES		2024-01-01	2024-12-31
b	LONG TERM STOCK SALES		2015-01-01	2024-12-31
c	SHORT TERM GAIN/LOSS FROM PTES	P
d	LONG TERM GAIN/LOSS FROM PTES	P
e	CAPITAL GAIN DISTRIBUTIONS
	SHORT TERM GAIN/LOSS FROM PTES	P
	LONG TERM GAIN/LOSS FROM PTES	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	151,648	159,451	-7,803
b	1,724,826	1,338,098	386,728
c	4,055		2,950
d			-6,369
e			577,132
		378	-378
		1,483	-1,483

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			-7,803
b			386,728
c			2,950
d			-6,369
e			577,132
			-378
			-1,483

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	950,777
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	-5,231

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	17,308
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	17,308
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	17,308
6	Credits/Payments:

a	2024 estimated tax payments and 2023 overpayment credited to 2024	6a	5,354
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	25,000
d	Backup withholding erroneously withheld ..........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	30,354
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	34
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	13,012
11	Enter the amount of line 10 to be: Credited to 2025 estimated tax13,012	Refunded	11	0

Form 990-PF (2024)

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

$ 0(2) On foundation managers. right arrow

$ 0

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

on foundation managers. right arrow

$ 0

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

Yes

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 2024 or the taxable year beginning in 2024? 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

BAKER TILLY ADVISORY GROUP LP Telephone no. right arrow

(206) 621-1900

Located at right arrow

1000 SECOND AVE STE 3400SEATTLEWA ZIP+4 right arrow

98104

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 2024, 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 (2024)

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 2024? .............

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 2024, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2024?....................

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 2024 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 2024.) .....................

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 2024? ..

Form 990-PF (2024)

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
JAMES E ALLCHIN	TRUSTEE 1.00	0	0	0
1000 SECOND AVENUE 34TH FLOOR SEATTLE,WA981041022	TRUSTEE 1.00	0	0	0
CATHERINE M ALLCHIN	TRUSTEE 1.00	0	0	0
1000 SECOND AVENUE 34TH FLOOR SEATTLE,WA981041022	TRUSTEE 1.00	0	0	0
JUDY COURSHON	TRUSTEE 0.25	0	0	0
1000 SECOND AVENUE 34TH FLOOR SEATTLE,WA981041022	TRUSTEE 0.25	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...................				0

Form 990-PF (2024)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2024)

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

20,250,938

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

901,986

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

2,757,017

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

23,909,941

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

23,909,941

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

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

358,649

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

23,551,292

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

1,177,565

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

1,177,565

Tax on investment income for 2024 from Part V, line 5 .......

17,308

Income tax for 2024. (This does not include the tax from Part V.) ...

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

17,308

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

1,160,257

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

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

1,160,257

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

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

1,160,257

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 ..........

1,036,802

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. .......

1,036,802

Form 990-PF (2024)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2023	(c) 2023	(d) 2024
1 Distributable amount for 2024 from Part X, line 7				1,160,257
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......			1,030,666
b Total for prior years:20 , 20, 20		0
3 Excess distributions carryover, if any, to 2024:
a From 2019......
b From 2020......
c From 2021......
d From 2022......
e From 2023......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2024 from Part
XI, line 4: $ 1,036,802
a Applied to 2023, but not more than line 2a			1,030,666
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 2024 distributable amount.....				6,136
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2024.	0			0
(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	0
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 2023. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2024. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2025 ..........				1,154,121
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 2019 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2025. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2020....
b Excess from 2021....
c Excess from 2022....
d Excess from 2023....
e Excess from 2024....

Form 990-PF (2024)

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 2024, 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) 2024	(b) 2023	(c) 2022	(d) 2021	(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).)

JAMES E ALLCHIN

CATHERINE M ALLCHIN

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 (2024)

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
CONSERVATION INTERNATIONAL 2011 CRYSTAL DRIVE SUITE 600 ARLINGTON,VA22202	N/A	PC	TO SUPPORT GENERAL FUND	250,000
CONSERVATION INTERNATIONAL 2011 CRYSTAL DRIVE SUITE 600 ARLINGTON,VA22202	N/A	PC	TO SUPPORT GENERAL FUND	15,000
NATURAL RESOURCES DEFENSE COUNCIL 40 WEST 20TH STREET NEW YORK,NY10011	N/A	PC	TO SUPPORT GENERAL FUND	50,000
ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE STREET SOUTH NEW YORK,NY10010	N/A	PC	TO SUPPORT GENERAL FUND	100,000
PLANNED PARENTHOOD 123 WILLIAM STREET NEW YORK,NY10038	N/A	PC	TO SUPPORT GENERAL FUND	10,000
NATURE CONSERVANCY 4245 FAIRFAX DR STE 100 ARLINGTON,VA222031637	N/A	PC	TO SUPPORT GENERAL FUND	100,000
CARE AFRICAN EDUCATION 151 ELLIS STREET NE ATLANTA,GA303032426	N/A	PC	TO SUPPORT GENERAL FUND	175,000
WOODS INSTITUTE - STANFORD 473 VIA ORTEGA STANFORD,CA94305	N/A	PC	TO SUPPORT GENERAL FUND	100,000
STANFORD UNIVERSITY PO BOX 20466 STANFORD,CA943090466	N/A	PC	TO SUPPORT GENERAL FUND	50,000
BROWN UNIVERSITY 1 PROSPECT ST PROVIDENCE,RI02912	N/A	PC	TO SUPPORT GENERAL FUND	25,000
KUKIO HOOMANA FUND PO BOX 5380 KAILUA KONA,HI96745	N/A	PC	TO SUPPORT GENERAL FUND	5,000
SEATTLE CHILDREN'S HOSPITAL PO BOX 5371 SEATTLE,WA981455005	N/A	PC	TO SUPPORT THE UNCOMPENSATED CARD FUND.	10,000
UNIVERSITY CHILD DEVELOPMENT SCHOOL 5062 9TH AVE NE SEATTLE,WA98105	N/A	PC	TO SUPPORT GENERAL FUND	500
SEATTLE ACADEMY 1201 EAST UNION STREET SEATTLE,WA98122	N/A	PC	TO SUPPORT GENERAL FUND	1,000
THE MOUNTAINEERS 7700 SAND POINT WAY NE SEATTLE,WA981153996	N/A	PC	TO SUPPORT GENERAL FUND	1,000
BCRDGALENA 1050 FOX ACRES RD SUITE 107 HAILEY,ID83333	N/A	PC	TO SUPPORT GENERAL FUND	1,000
RAINIER SCHOLARS 2100 24TH AVE S SUITE 360 SEATTLE,WA981444646	N/A	PC	TO SUPPORT GENERAL FUND	5,000
MAYO CLINIC 200 FIRST STREET SW TAX ROCHESTER,MN559050001	N/A	PC	TO SUPPORT GENERAL FUND	10,000
WASHINGTON TRAILS ASSOCIATION 705 SECOND AVENUE SUITE 300 SEATTLE,WA98104	N/A	PC	TO SUPPORT GENERAL FUND	500
INSTITUTE FOR PROSTATE CANCER RESEARCHUW FOUNDATION PO BOX 19024 SEATTLE,WA98109	N/A	PC	TO SUPPORT GENERAL FUND	50,000
CHARITY WATER PO BOX 5026 HAGERSTOWN,MD21741	N/A	PC	TO SUPPORT GENERAL FUND	20,000
WOODS HOLE OCEANOGRAPHIC INST 266 WOODS HOLE ROAD WOODS HOLE,MA02543	N/A	PC	TO SUPPORT GENERAL FUND	50,000
MELANOMA RESEARCH FOUNDATION 1420 K STREET NW 7TH FLOOR WASHINGTON DC,DC20005	N/A	PC	TO SUPPORT GENERAL FUND	5,000
WORLD WILDLIFE FUND 1250 24TH STREET NW PO BOX 97180 WASHINGTON DC,DC20090	N/A	PC	TO SUPPORT GENERAL FUND	1,000
Total ................................. 3a				1,035,000

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2024)

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	29,970
4 Dividends and interest from securities ....			14	385,676
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 .....	531110		14	18,455
8 Gain or (loss) from sales of assets other than inventory ............			18	952,638
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		1,386,739	0

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

1,386,739

(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.)
1	N/A

Form 990-PF (2024)

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 (2024)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2024 AccountingFeesSchedule

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	3,550	1,775	0	1,775

- TIN:

TY 2024 InvestmentsCorpBondsSchedule

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	21,693	19,921
ALLSTATE CORP/THE	14,891	12,207
AMERICAN EXPRESS CO	14,964	14,630
AT&T INC	15,102	13,061
BANK OF NEW YORK MELLON CORP FXD TO 102027 VAR THFTR	12,383	12,318
BLACKROCK INC	19,803	19,574
CHARLES SCHWAB CORP/THE FXD TO 082033 VAR THRAFTR 6.136%	15,748	15,759
CHEVRON CORP	15,854	14,182
CISCO SYSTEMS INC	15,027	15,049
CITIGROUP INC FXD TO 112032 VAR THRAFTR	14,634	15,723
COMCAST CORP	24,281	19,508
DEVON ENERGY CORP	9,003	8,560
DISCOVER FINANCIAL SERVICES	15,063	14,733
DOW CHEMICAL CO/THE	7,480	7,642
DUKE ENERGY CORP	19,543	19,682
ENTERPRISE PRODUCTS OPERATING LLC	15,403	15,125
FIFTH THIRD BANCORP FXD TO 072029 VAR THRAFTR	15,200	14,701
FISERV INC	20,530	18,870
GENERAL MILLS INC	21,994	17,999
GOLDMAN SACHS GROUP INC FXD TO 062027 VAR THRAFTR	16,135	14,571
GOLDMAN SACHS GROUP INC/THE FX D TO 092026 VAR THRAFTR	4,855	4,728
INTEL CORP	14,515	14,287
INTERCONTINENTAL EXCHANGE INC	14,737	14,692
JPMORGAN CHASE & CO FXD TO 022027 VAR THRAFTR	16,458	14,683
KINDER MORGAN INC.	14,537	14,662
MARATHON PETROLEUM CORP	21,783	20,104
MASTERCARD INC	13,026	11,222
MERCK & CO INC	11,976	10,826
MICROSOFT CORP	6,116	5,817
NATIONAL RURAL UTILITIES COOPERATIVE FINANCE CORP	19,521	18,986
PAYPAL HOLDINGS INC	14,915	13,712
PFIZER INVESTMENT ENTERPRISES PTE LTD	14,911	14,578
PHILLIPS 66	19,930	20,067
PNC FIN SERVICES GRP INC/THE FXD TO 042031 VAR THFTR	12,444	12,618
PNC FINANCIAL SERVICES GRP FXD TO 102032 VAR THRAFTR 6.037%	5,168	5,176
PUBLIC STORAGE	14,607	13,681
STATE STREET CORP FXD TO 102031 VAR THRAFTR 4.675%	14,796	14,562
T-MOBILE USA INC	18,319	18,817
US BANCORP FXD TO 072027 VAR THRAFTR 4.5480%	3,966	3,967
VALERO ENERGY PARTNERS LP	19,856	19,726
WALMART INC	12,037	10,784
WELLS FARGO & CO FXD TO 072033 VAR THRAFTR 5.557%	15,267	14,977
WELLTOWER OP LLC	15,788	14,932

- TIN:

TY 2024 InvestmentsCorpStockSchedule

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

Name of Stock	End of Year Book Value	End of Year Fair Market Value
A G C O CORP (AGCO)	8,462	7,367
ABB LTD ADR (ABBNY)	8,446	21,550
AIR LIQUIDE ADR (AIQUY)	12,351	14,787
ALCON INC (ALC)	17,084	19,185
ALPHABET INC CL A (GOOGL)	8,788	31,613
AMAZON COM INC (AMZN)	6,447	39,271
AMERICAN EUROPACIFIC GRW A (AEPGX)	1,007,709	1,326,475
AMERICAN FUNDAMENTAL INV A (ANCFX)	399,476	754,549
AMERICAN GR FD OF AMERICA A (AGTHX)	505,011	1,174,093
APPLIED MATERIALS INC (AMAT)	13,781	37,242
ARTISAN DEVELOPING WORLD ADV (APDYX)	460,000	599,757
ASSICURAZIONI GENERALI SPA (ARZGY)	12,017	16,957
ASTRAZENECA PLC ADR (AZN)	17,182	21,228
B3 S A - BRASIL BOLSA BALCAO A (BOLSY)	17,506	12,590
BARON REAL ESTATE INST (BREIX)	337,247	512,464
BERKSHIRE HATHAWAY CL-B NEW (BRK'B)	7,298	42,643
BLACKROCK EQUITY DIVIDEND I (MADVX)	717,302	702,589
BLACKROCK GLOBAL ALLOCATION I (MALOX)	488,381	512,122
BNP PARIBAS SP ADR REPSTG (BNPQY)	16,502	16,465
BRANDYWINEGLOBAL GB UNCN BD I (LROIX)	100,129	87,720
CANADIAN PACIFIC KANSAS CITY (CP)	13,889	26,487
CAPITAL ONE FINANCIAL CORP (COF)	22,892	55,814
CHUBB LTD (CB)	6,153	12,933
CONOCOPHILLIPS (COP)	7,939	7,123
CVS HEALTH CORP COM (CVS)	25,359	22,445
DANONE SPONSORED ADR (DANOY)	11,666	12,488
DARLING INGREDIENTS INC (DAR)	7,117	4,009
DEUTSCHE POST AG ADR (DHLGY)	13,388	11,084
DIAGEO PLC SPON ADR NEW (DEO)	11,798	10,398
DIAMOND HILL LONG-SHORT I (DHLSX)	674,508	947,435
DISCO CORP ADR (DSCSY)	10,535	11,637
E.ON SE (EONGY)	23,236	22,997
ENDESA SA UNSPON ADR (ELEZY)	15,528	16,636
ENEL SOCIETA PER AZIONI ADR (ENLAY)	22,164	21,910
FERROVIAL SE (FER)	19,176	19,675
FIRST EAGLE GLOBAL I (SGIIX)	1,489,180	1,861,013
FREEPORT-MCMORAN CL-B (FCK)	15,048	13,290
FT NORTH AMERICAN ENERGY INFRA (EMLP)	197,118	300,316
GALAXY ENTMT GROUP LTD ADR (GXYYY)	26,990	27,974
GATEWAY FUND Y (GTEYX)	577,749	988,062
GOLDMAN SACHS SM MD CAP GW I (GSMYX)	75,455	109,583
HARDING LOEVNER INTL EQTY INST (HLMIX)	211,124	191,528
HITACHI 10 COM NEW ADR (HTHIY)	12,574	28,708
HONG KONG EXCHANGES & CLEARING (HKXCY)	21,366	21,898
HUMANA INC (HUM)	32,746	23,717
IAC INC NEW (IAC)	8,709	5,134
IBERDROLA SA SPON ADR (IBDRY)	10,378	21,760
ING GROEP NV ADR (ING)	11,056	13,116
INVESCO DEVELOPING MKTS Y (ODVYX)	537,601	622,832
INVESCO FTSE RAFI US 1000 ETF (PRF)	399,883	875,983
ISHARES CORE S&P 500 ETF (IVV)	252,830	1,421,074
ISHARES MSCI EAFE ETF (EFA)	400,382	640,341
ISHARES RUSSELL 1000 GRW ETF (IWF)	45,748	373,068
ISHARES RUSSELL 1000 VALUE ETF (IWD)	144,046	385,070
ISHARES RUSSELL 2000 ETF (IWM)	170,372	526,548
ISHARES S&P MIDCAP 400 INDEX (IJH)	197,894	729,089
KANZHUN LIMITED SPONSORED (BZ)	11,958	12,172
L OREAL CO ADR (LRLCY)	30,164	25,345
LINDE PLC (LIN)	17,434	31,288
LVMH MOET HENNESSY LOUIS VUITT (LVMUY)	25,907	24,085
MARKEL GROUP INC (MKL)	12,934	18,024
META PLATFORMS INC CL A (META)	7,777	48,890
MFS GROWTH I (MFEIX)	626,345	1,323,925
MGM RESORTS INTERNATIONAL (MGM)	33,384	27,963
MICROSOFT CORP (MSFT)	485	10,538
MITSUBISHI ELECTRIC ADR (MIELY)	13,123	13,678
MITSUBISHI UFJ FINCL GRP ADS (MUFG)	28,693	34,633
MTU AERO ENGINES AG (MTUAY)	14,157	19,006
NEUBERGER BERMAN LG SH INST (NLSIX)	209,923	324,986
NEXON CO LTD ADR (NEXOY)	11,732	9,436
NN GROUP NV ADR (NNGRY)	20,193	23,111
NUVEEN DIVIDEND GROWTH I (NSBRX)	195,430	366,676
NVIDIA CORPORATION (NVDA)	1,771	17,995
ORANGE NEW (ORAN)	22,336	20,628
OWENS CORNING INC (OC)	8,804	17,202
PIMCO DYNAMIC BD I2 (PUCPX)	224,256	212,975
QUEST DIAGNOSTICS INC (DGX)	8,542	11,628
RECRUIT HOLDINGS CO. LTD. ADR (RCRUY)	6,899	18,821
RHEINMETALL AG UNSPON ADR (RNMBY)	8,143	18,329
ROCHE HOLDINGS ADR (RHHBY)	27,424	24,904
ROYCE SMALL CAP CONSULTANT (RYPCX)	329,846	309,390
SAFRAN SA (SAFRY)	14,839	24,434
SAP AG (SAP)	12,739	23,243
SCHNEIDER ELEC SA UNSP ADR (SBGSY)	12,556	30,533
SHELL PLC ADR (SHEL)	11,145	13,094
SOLVENTUM CORP (SOLV)	11,560	12,155
SONY GROUP CORPORATION ADR (SONY)	27,978	35,655
STEVANATO GROUP SPA (STVN)	7,725	8,934
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM)	12,351	33,573
TECK RESOURCES LTD (TECK)	11,483	16,131
TEXAS INSTRUMENTS (TXN)	9,080	24,189
THE CIGNA GROUP (CI)	13,151	16,740
TOTALENERGIES SE SPONSORED ADS (TTE)	19,306	27,250
TYSON FOODS INC CL A (TSN)	8,193	7,754
U S BANCORP COM NEW (USB)	19,999	23,580
UBER TECHNOLOGIES INC (UBER)	298,145	368,736
VIATRIS INC (VTRS)	34,307	34,051
VODAFONE GROUP PLC (VOD)	2,572	2,156
WELLS FARGO & CO NEW (WFC)	5,345	26,621

- TIN:

TY 2024 InvestmentsGovtObligationsSch

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

US Government Securities - End of Year Book Value:

US Government Securities - End of Year Fair Market Value:

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

197,958

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

197,958

- TIN:

TY 2024 InvestmentsOtherSchedule2

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
CARLYLE ENRG CR OPP	AT COST	45,693	47,401
JLL INCOME PROP TRUST	AT COST	700,000	801,126
NORTH HAVEN PRIVATE EQUITY CO-INVESTMENT (PECO III)	AT COST	43,939	44,459
PE PREMIER OAKTREE OPPORTUNITIES FUND XII	AT COST	66,378	73,609
PIMCO BRAVO III	AT COST	283,839	270,452
PRIVATE EQUITY CO-INVESTMENT OPPORTUNITIES	AT COST	516,800	814,061
RIVERVIEW SOF II	AT COST	0	162,564
SHERPAVENTURES FUND II LP	AT COST	311,681	259,743
STARWOOD REAL ESTATE	AT COST	300,000	280,160

- TIN:

TY 2024 OtherAssetsSchedule

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
INCOME TAXED NOT YET RECEIVED	7,980	8,149	8,149

- TIN:

TY 2024 OtherExpensesSchedule

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
DEDUCTIONS FROM PASSTHROUGHS	33,559	30,049	0	0
DEDUCTIONS FROM PASSTHROUGHS: CASH CONTRIBUTIONS	27	0	0	27

- TIN:

TY 2024 OtherIncomeSchedule2

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

Description	Revenue And Expenses Per Books	Net Investment Income
INCOME/ (LOSS) FROM PASSTHROUGH	0	0
INCOME/ (LOSS) FROM PASSTHROUGH	18,366	18,366
OTHER INCOME/LOSS	44	44
ROYALTY INCOME FROM PTE	45	0

- TIN:

TY 2024 OtherIncreasesSchedule

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

Description	Amount
BOOK/TAX DIFFERENCE - COST BASIS OF INVESTMENTS	58,631

- TIN:

TY 2024 OtherProfessionalFeesSchedule

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES	80,731	80,731	0	0

- TIN:

TY 2024 TaxesSchedule

Name:

SUNBRIDGE FOUNDATION

EIN:

91-2080918

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	5,342	0	0	0
FOREIGN TAXES	17,824	17,824	0	0