Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$1,817,696J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 2 2  
4 Dividends and interest from securities... 37,110 37,110  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,141
b Gross sales price for all assets on line 6a 244,762
7 Capital gain net income (from Part IV, line 2)... 29,141
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)....... Click to see attachment
List of Attached Documents:
// Content
3,617    
12 Total. Add lines 1 through 11........ 69,870 66,253  
Operating and Administrative Expenses 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)....... Click to see attachment
List of Attached Documents:
// Content
2,988      
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
393      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,146 2,146    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
15,196 15,137    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 20,723 17,283   0
25 Contributions, gifts, grants paid....... 85,150 85,150
26 Total expenses and disbursements. Add lines 24 and 25 105,873 17,283   85,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -36,003
b Net investment income (if negative, enter -0-) 48,970
c Adjusted net income (if negative, enter -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 Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 20,627 24,421 24,421
2 Savings and temporary cash investments......... 120,855 33,446 33,446
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 867,356 Click to see attachment
List of Attached Documents:
// Content
904,968 		1,703,293
c Investments—corporate bonds (attach schedule)....... 53,791 Click to see attachment
List of Attached Documents:
// Content
63,791 		56,536
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,062,629 1,026,626 1,817,696
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. 1,799 1,656
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 1,799 1,656
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,060,830 1,024,970
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)..... 1,060,830 1,024,970
30 Total liabilities and net assets/fund balances (see instructions). 1,062,629 1,026,626
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,060,830
2
Enter amount from Part I, line 27a .....................
2
-36,003
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
143
4
Add lines 1, 2, and 3 ..........................
4
1,024,970
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,024,970
Form 990-PF (2024)
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 2 SH ADOBE SYSTEM INC P 2023-06-12 2024-04-02
b 202 SH RESONA HOLDINGS INC P 2024-08-01 2024-10-04
c 6 SH TESLA MTRS INC P 2023-08-02 2024-04-22
d 2 SH BERKSHIRE HATHAWAY INC DEL P 2021-05-13 2024-04-02
e 1 SH DIAGEO PLC P 2016-10-24 2024-01-25
62 SH DAIMLERCHRYSLER AG P 2021-07-05 2024-06-18
0.2 SH DBS GROUP HLDGS P 2018-02-06 2024-07-25
1 SH NESTLE SA P 2020-07-02 2024-05-10
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-09-13
1775 SH PT BK CENTRAL ASIA TBK P 2023-01-27 2024-11-14
39 SH JOHNSON CONTROLS INTL PLC P 2021-12-01 2024-02-12
37 SH ALIBABA GROUP HLDG LTD P 2023-04-12 2024-01-10
35 SH BYD CO LDT P 2023-05-18 2024-04-23
7 SH TESLA MTRS INC P 2023-10-20 2024-04-22
4 SH BOSTON SCIENTIFIC CORP COM P 2020-05-21 2024-06-26
6 SH DIAGEO PLC P 2016-10-25 2024-01-25
1 SH MASTERCARD INC P 2010-07-19 2024-04-02
1 SH KEYENCE CORP P 2012-09-20 2024-04-03
17 SH NESTLE SA P 2021-07-05 2024-05-10
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-10-18
1955 SH PT BK CENTRAL ASIA TBK P 2023-01-30 2024-11-14
3 SH ASML HOLDINGS NV P 2020-01-17 2024-11-11
52 SH ALPHABET INC P 2023-03-13 2024-02-28
17 SH NIKE INC CLASS B P 2023-07-19 2024-06-18
294 SH IBERDROLA SA RIGHTS 2024 P 2024-01-09 2024-01-17
12 SH BOSTON SCIENTIFIC CORP COM P 2017-11-21 2024-11-07
13 SH DIAGEO PLC P 2016-10-25 2024-01-25
195 SH DEUTSCHE TELEKOM P 2022-09-15 2024-05-29
16 SH KEYENCE CORP P 2012-09-20 2024-11-14
11 SH NESTLE SA P 2021-09-22 2024-05-10
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-11-15
144 SH BAIDU INC P 2022-03-24 2024-01-11
5 SH ASML HOLDINGS NV P 2020-01-17 2024-11-18
1 SH AMAZON COM INC P 2023-08-07 2024-06-26
65 SH SUMITOMO MITSUI FINL GROUP INC P 2024-08-01 2024-10-04
294 SH IBERDROLA SA RIGHTS 2024 P 2024-07-04 2024-07-11
10 SH BOSTON SCIENTIFIC CORP COM P 2020-05-21 2024-11-07
4 SH FORTIVE CORP P 2021-07-02 2024-06-26
2 SH MERCK & CO INC P 2022-07-11 2024-04-02
81 SH NEWMONT MINING CORP P 2022-09-28 2024-02-28
19 SH NESTLE SA P 2020-07-02 2024-11-08
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-12-09
100 SH ATLAS COPCO AB P 2020-06-12 2024-02-13
9 SH APPLE INC P 2023-03-20 2024-01-03
1 SH NVIDIA CORP P 2023-06-12 2024-04-02
2 SH ASML HOLDINGS NV P 2024-04-22 2024-11-11
63 SH BRISTOL-MYERS SQUIBB CO P 2022-07-11 2024-05-06
5 SH FREEPORT-MCMORAN INC P 2020-11-09 2024-06-26
17 SH MERCK & CO INC P 2022-07-11 2024-11-07
2 SH NEXTERA ENERGY INC P 2019-08-30 2024-06-26
44 SH NESTLE SA P 2020-07-02 2024-11-14
13 SH STARBUCKS CORP P 2022-10-05 2024-05-06
44 SH ATLAS COPCO AB P 2020-06-15 2024-02-13
1 SH APPLE INC P 2024-02-14 2024-06-26
18 SH PINDUODUO INC P 2023-12-13 2024-09-16
9 SH ADOBE SYSTEM INC P 2020-02-24 2024-04-02
34 SH BRISTOL-MYERS SQUIBB CO P 2022-08-01 2024-05-06
2 SH AIRBUS GROUP NV P 2021-03-15 2024-04-02
2 SH METLIFE INC P 2022-05-06 2024-06-26
24 SH NEXTERA ENERGY INC P 2019-08-30 2024-11-07
2 SH PROCTER & GAMBLE CO/THE P 2021-09-22 2024-04-02
12 SH STARBUCKS CORP P 2022-11-14 2024-05-06
96 SH ATLAS COPCO AB P 2020-11-13 2024-02-13
14 SH CROWDSTRIKE HLDGS INC P 2024-05-29 2024-07-31
57 SH BNP PARIBAS SA P 2024-06-13 2024-10-03
34 SH ADVANCED MICRO DEVICES INC P 2023-08-02 2024-11-18
5 SH BROADCOM INC P 2018-05-15 2024-04-22
14 SH AIRBUS GROUP NV P 2021-03-15 2024-07-23
2 SH MONDELEZ INTERNATIONAL INC P 2022-02-18 2024-06-26
60 SH BYD CO LDT P 2023-05-18 2024-06-19
7 SH REPLIGEN CORP P 2020-08-31 2024-06-18
2 SH SYSCO CORP P 2022-09-21 2024-06-26
181 SH ATLAS COPCO AB P 2020-06-15 2024-02-14
52 SH DOLLAR GENERAL CORP P 2023-06-16 2024-02-28
15 SH POOL CORP P 2023-03-13 2024-02-28
20 SH ALPHABET INC P 2015-01-26 2024-02-28
1 SH BROADCOM INC P 2020-08-07 2024-05-23
1 SH HILTON WORLDWIDE HOLDINGS INC P 2022-01-21 2024-06-26
13 SH BHP BILLITON LIMITED NPV P 2021-05-14 2024-04-03
38 SH NIKE INC CLASS B P 2022-10-05 2024-06-18
16 SH REPLIGEN CORP P 2020-09-01 2024-06-18
1 SH TAIWAN SEMICONDUCTOR MFG ADR P 2020-01-17 2024-06-26
59 SH ATLAS COPCO AB P 2020-06-15 2024-02-15
1 SH JP MORGAN CHASE & CO P 2023-08-02 2024-06-26
7 SH POOL CORP P 2023-05-09 2024-02-28
2 SH ALPHABET INC P 2023-05-01 2024-06-26
7 SH BROADCOM INC P 2020-08-07 2024-11-18
13 SH IDEXX LABS INC P 2022-11-07 2024-02-28
144 SH BHP BILLITON LIMITED NPV P 2021-01-20 2024-08-15
6 SH NORTHROP GRUMMAN CORP P 2022-03-14 2024-07-22
6 SH ROYAL DUTCH SHELL PLC P 2021-03-17 2024-04-02
44 SH TAKE-TWO INTERACTIVE SOFTWARE P 2020-10-06 2024-02-28
14 SH NOVO NORDISK A/S BR AND/ P 2023-02-03 2024-02-29
1 SH SCHNEIDER ELECTRIC P 2024-02-13 2024-06-27
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-01-16
6 SH APPLE INC P 2022-02-14 2024-01-03
13 SH BROADCOM INC P 2020-08-07 2024-12-18
81 SH INTEL CORP P 2010-07-20 2024-08-26
71 SH BHP BILLITON LIMITED NPV P 2021-02-22 2024-08-15
3 SH NORTHROP GRUMMAN CORP P 2022-11-21 2024-07-22
13 SH ROYAL DUTCH SHELL PLC P 2021-03-17 2024-09-30
30 SH TAKE-TWO INTERACTIVE SOFTWARE P 2021-03-18 2024-02-28
68 SH NOVO NORDISK A/S BR AND/ P 2023-02-03 2024-08-08
66 SH CARREFOUR P 2024-01-26 2024-05-29
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-02-09
6 SH BANCO DO BRASIL SA P 2023-01-26 2024-07-31
3 SH CAMECO CORP P 2022-09-28 2024-06-26
1 SH SAP AG P 2022-12-02 2024-06-27
26 SH BHP BILLITON LIMITED NPV P 2021-03-18 2024-08-15
15 SH ROCHE HLDGS AG-GENUSSCHEIN P 2012-08-02 2024-02-29
108 SH ROYAL DUTCH SHELL PLC P 2021-03-18 2024-09-30
10 SH TELEFLEX INC P 2020-11-17 2024-02-28
40 SH NOVO NORDISK A/S BR AND/ P 2023-02-03 2024-08-15
43 SH CARREFOUR P 2024-01-25 2024-05-30
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-03-18
28 SH BANCO DO BRASIL SA P 2023-01-25 2024-08-01
1 SH CATERPILLAR INC P 2022-04-08 2024-04-02
7 SH LVMH MOET HENNESSY LOUIS VUITTO P 2018-12-28 2024-08-15
22 SH BHP BILLITON LIMITED NPV P 2021-05-14 2024-08-15
1 SH ROCHE HLDGS AG-GENUSSCHEIN P 2012-09-05 2024-02-29
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-05-10
11 SH TELEFLEX INC P 2020-12-02 2024-02-28
5 SH NOVO NORDISK A/S BR AND/ P 2023-02-03 2024-08-23
36 SH CARREFOUR P 2024-01-26 2024-05-30
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-04-10
420 SH BANCO DO BRASIL SA P 2023-01-26 2024-08-01
14 SH CHEVRONTEXACO CORP P 2019-05-29 2024-06-26
10 SH LVMH MOET HENNESSY LOUIS VUITT P 2018-12-27 2024-08-16
2 SH MORGAN STANLEY P 2021-04-06 2024-06-26
1 SH ROCHE HLDGS AG-GENUSSCHEIN P 2012-12-10 2024-02-29
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-06-14
9 SH TELEFLEX INC P 2022-02-02 2024-02-28
1 SH EATON CORP PLC P 2021-07-27 2024-06-26
100 SH CARREFOUR P 2024-01-25 2024-05-31
18 SH STARBUCKS CORP P 2023-07-19 2024-05-06
16 SH BANCO DO BRASIL SA P 2023-01-27 2024-08-01
12 SH DIAGEO PLC P 2016-10-25 2024-01-24
7 SH LVMH MOET HENNESSY LOUIS VUITTO P 2018-12-28 2024-08-16
12 SH DBS GROUP HLDGS P 2018-02-06 2024-04-03
2 SH ROCHE HLDGS AG-GENUSSCHEIN P 2012-12-13 2024-02-29
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-07-16
6 SH VANGUARD FTSE EMERGING MARKETS P 2022-06-09 2024-06-26
30 SH JOHNSON CONTROLS INTL PLC P 2021-07-27 2024-02-12
51 SH DEUTSCHE TELEKOM P 2024-01-11 2024-05-29
13 SH STARBUCKS CORP P 2023-10-04 2024-05-06
166 SH BANCO DO BRASIL SA P 2023-01-27 2024-08-01
11 SH DIAGEO PLC P 2016-10-24 2024-01-25
18 SH LVMH MOET HENNESSY LOUIS VUITT P 2018-12-27 2024-08-19
35 SH DBS GROUP HLDGS P 2018-02-06 2024-06-27
4 SH NESTLE SA P 2021-07-05 2024-04-02
1 SH SPDR GOLD TR GOLD SHS ETF P 2023-04-19 2024-08-15
745 SH PT BK CENTRAL ASIA TBK P 2023-01-26 2024-11-14
30 SH JOHNSON CONTROLS INTL PLC P 2021-07-28 2024-02-12
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 988   949 39
b 1,314   1,549 -235
c 852   1,524 -672
d 840   575 265
e 139   108 31
4,223   5,589 -1,366
5   4 1
104   112 -8
6   4 2
1,130   1,034 96
2,167   2,973 -806
2,644   3,468 -824
898   1,098 -200
994   1,496 -502
308   141 167
833   650 183
477   20 457
456   66 390
1,767   2,136 -369
6   4 2
1,245   1,132 113
2,011   899 1,112
7,074   4,789 2,285
1,607   1,871 -264
63   65 -2
1,044   345 699
1,805   1,409 396
4,565   3,741 824
6,623   1,054 5,569
1,143   1,374 -231
6   5 1
2,101   2,849 -748
3,321   1,499 1,822
194   142 52
1,348   1,564 -216
111   109 2
870   353 517
292   283 9
261   188 73
2,418   3,409 -991
1,721   2,128 -407
6   5 1
1,589   1,000 589
1,662   1,417 245
885   390 495
1,341   1,742 -401
2,763   4,759 -1,996
246   100 146
1,720   1,600 120
146   110 36
3,837   4,928 -1,091
947   1,175 -228
699   436 263
213   183 30
1,745   2,638 -893
4,448   3,263 1,185
1,491   2,509 -1,018
361   240 121
142   135 7
1,791   1,317 474
320   288 32
874   1,179 -305
1,526   1,203 323
3,234   4,881 -1,647
3,761   3,778 -17
4,726   3,733 993
6,108   1,201 4,907
1,997   1,682 315
133   132 1
1,822   1,882 -60
865   1,084 -219
144   159 -15
2,896   1,793 1,103
7,479   8,515 -1,036
5,861   5,206 655
2,721   542 2,179
1,381   327 1,054
213   143 70
385   510 -125
3,593   3,477 116
1,977   2,481 -504
172   59 113
968   584 384
198   156 42
2,735   2,458 277
368   215 153
1,158   229 929
7,432   4,992 2,440
3,726   5,170 -1,444
2,621   2,642 -21
412   245 167
6,457   7,179 -722
1,697   943 754
243   210 33
5   5  
1,108   1,011 97
3,011   426 2,585
1,624   1,731 -107
1,837   2,735 -898
1,311   1,587 -276
858   531 327
4,403   5,068 -665
8,315   4,582 3,733
1,076   1,166 -90
5   5  
29   24 5
152   82 70
198   112 86
673   929 -256
3,943   2,646 1,297
7,125   4,362 2,763
2,264   3,753 -1,489
5,386   2,695 2,691
697   747 -50
4   4  
127   113 14
362   217 145
1,008   405 603
569   863 -294
263   183 80
5   4 1
2,490   4,207 -1,717
685   337 348
584   636 -52
5   4 1
1,911   1,708 203
2,187   1,627 560
1,451   575 876
193   158 35
263   200 63
6   5 1
2,037   2,752 -715
314   156 158
1,620   1,737 -117
1,311   1,832 -521
76   64 12
1,657   1,300 357
1,016   405 611
319   232 87
526   407 119
5   4 1
262   260 2
1,667   2,119 -452
1,194   1,264 -70
947   1,186 -239
755   662 93
1,527   1,191 336
2,682   1,034 1,648
915   615 300
421   503 -82
6   5 1
474   418 56
1,667   2,099 -432
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       39
b       -235
c       -672
d       265
e       31
      -1,366
      1
      -8
      2
      96
      -806
      -824
      -200
      -502
      167
      183
      457
      390
      -369
      2
      113
      1,112
      2,285
      -264
      -2
      699
      396
      824
      5,569
      -231
      1
      -748
      1,822
      52
      -216
      2
      517
      9
      73
      -991
      -407
      1
      589
      245
      495
      -401
      -1,996
      146
      120
      36
      -1,091
      -228
      263
      30
      -893
      1,185
      -1,018
      121
      7
      474
      32
      -305
      323
      -1,647
      -17
      993
      4,907
      315
      1
      -60
      -219
      -15
      1,103
      -1,036
      655
      2,179
      1,054
      70
      -125
      116
      -504
      113
      384
      42
      277
      153
      929
      2,440
      -1,444
      -21
      167
      -722
      754
      33
       
      97
      2,585
      -107
      -898
      -276
      327
      -665
      3,733
      -90
       
      5
      70
      86
      -256
      1,297
      2,763
      -1,489
      2,691
      -50
       
      14
      145
      603
      -294
      80
      1
      -1,717
      348
      -52
      1
      203
      560
      876
      35
      63
      1
      -715
      158
      -117
      -521
      12
      357
      611
      87
      119
      1
      2
      -452
      -70
      -239
      93
      336
      1,648
      300
      -82
      1
      56
      -432
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 29,141
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3 -3,892
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 681
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........................... 3 681
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- ..... 5 681
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 1,200
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 1,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 18
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 501
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow501 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowAZ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowALFRED SULLIVAN Telephone no.right arrow (206) 979-6157

Located atright arrow4441 86TH AVE SEMERCER ISLANDWA ZIP+4right arrow98040
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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)
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
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
 
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 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.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
ALFRED SULLIVAN VP/TREASURER
4.00 		0 0 0
4441 86TH AVE SE
MERCER ISLAND,WA98040
LUCY SULLIVAN PRESIDENT
1.00 		0 0 0
4441 86TH AVE SE
MERCER ISLAND,WA98040
HOLLY ALLEN DIRECTOR
1.00 		0 0 0
309 NEWTON ST
SEATTLE,WA98119
VINIT ALLEN DIRECTOR
1.00 		0 0 0
1700 NEW STOCK RD
WEAVERVILLE,NC28787
MARY CUSHING SECRETARY
1.00 		0 0 0
PO BOX 520
CARNELIAN BAY,CA961400520
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
1,656,644
b
Average of monthly cash balances.......................
1b
151,061
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
1,807,705
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
1,807,705
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
27,116
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
1,780,589
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
89,029
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
89,029
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
681
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
681
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
88,348
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
88,348
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
88,348
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
85,150
b
Program-related investments—total from Part VIII-B..................
1b
 
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
85,150
Form 990-PF (2024)
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 88,348
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 951
b From 2020......  
c From 2021...... 3,252
d From 2022...... 579
e From 2023......  
f Total of lines 3a through e ........ 4,782
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 85,150
a Applied to 2023, 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 2024 distributable amount..... 85,150
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2024. 3,198 3,198
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,584
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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 2019 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		1,584
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 1,005
c Excess from 2022.... 579
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (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 or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 (2024)
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)
aPaid during the year

350ORG

PO BOX 843004
BOSTON,MA02284 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 750

AAUW

1111 16TH ST NW
WASHINGTON,DC20036 		NONE SEC501(C)(3) HUMANITARIAN SERVICES 1,250

ALZHEIMER'S ASSOCIATION

225 N MICHIGAN AVE 17TH
CHICAGO,IL60601 		NONE SEC501(C)(3) GENERAL SUPPORT 500

AMERICAN INSTITUTE CANCER RESEARCH

1759 R ST NW
WASHINGTON,DC20009 		NONE SEC501(C)(3) GENERAL SUPPORT 500

AMNESTY INTERNATIONAL

5 PENN PLAZA
NEW YORK,NY10001 		NONE SEC501(C)(3) HUMANITARIAN SERVICES 500

APPALACHIAN WILDLIFE REFUGE

PO BOX 824
CANDLER,NC28715 		NONE SEC501(C)(3) ANIMAL PROTECTION 500

ARIZONA OPERA-TUCSON EDUCATION PROG

1636 N CENTRAL AVE
PHOENIX,AZ85004 		NONE SEC501(C)(3) GENERAL SUPPORT 500

ASPCA

424 E 92ND ST
NEW YORK,NY10128 		NONE SEC501(C)(3) ANIMAL PROTECTION 500

A WAY HOME WASHINGTON

1200 12TH AVE S STE 710
SEATTLE,WA98144 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,000

BELOVED ASHEVILLE

32 OLD CHARLOTTE HWY
ASHEVILLE,NC28803 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,000

CALIFORNIA STATE PARKS

235 MONTGOMERY ST 1202
SAN FRANCISCO,CA94104 		NONE SEC501(C)(3) COMMUNITY SERVICES 250

CAMPAIGN FOR TIBET

1825 JEFFERSON PLACE NW
WASHINGTON,DC20036 		NONE SEC501(C)(3) HUMANITARIAN SERVICES 500

CATCHING THE DREAM

6200 MTN RD NE STE 203
ALBUQUERQUE,NM87110 		NONE SEC501(C)(3) ARTS EDUCATION 1,000

CENTER FOR BIOLOGICAL DIVERSITY

1212 BROADWAY ST 800
OAKLAND,CA94612 		NONE SEC501(C)(3) ANIMAL PROTECTION 500

CENTER FOR CONSCIOUS LIVING & DYING

83 SANCTUARY RD
SWANNANOA,NC28778 		NONE SEC501(C)(3) COMMUNITY SERVICES 500

CHILDREN'S INSTITUTE

1405 SHADY LANE
PITTSBURGH,PA15217 		NONE SEC501(C)(3) CHILDREN'S PROGRAMS 500

COMPASS HOUSING ALLIANCE

77 S WASHINGTON ST
SEATTLE,WA98104 		NONE SEC501(C)(3) GENERAL SUPPORT 1,000

COMPASSION WITHOUT BORDERS

537 4TH ST SUITE F
SANTA ROSA,CA95401 		NONE SEC501(C)(3) ANIMAL PROTECTION 1,300

DIVINE ALTERNATIVES FOR DADS SERVIC

411 12TH AVE STE 300
SEATTLE,WA98122 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,650

FOOD LIFELINE

815 S 96TH ST
SEATTLE,WA98108 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,350

FOX CULTURAL HALL

PO BOX 961
KINGS BEACH,CA96143 		NONE SEC501(C)(3) CHILDREN'S PROGRAMS 1,000

GARY SENISE FOUNDATION

2555 MERIDIAN BLVD STE300
FRANKLIN,TN37067 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,000

KIWANIS CLUB OF LINDSAY

PO BOX 996
LINDSAY,CA93247 		NONE SEC501(C)(3) COMMUNITY SERVICES 26,000

LAKE TAHOE DANCE COLLECTIVE

475 N LAKE BLVD APT 255
TAHOE CITY,CA96145 		NONE SEC501(C)(3) CHILDREN'S PROGRAMS 500

LEAGUE TO SAVE LAKE TAHOE

2608 LAKE TAHOE BLVD S
LAKE TAHOE,CA96150 		NONE SEC501(C)(3) GENERAL SUPPORT 1,800

LITERACY VOLUNTEERS OF TUCSON

200 E YAVAPAI RD
TUCSON,AZ85705 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,000

MAKE A WISH FOUNDATION

1333 BROADWAY STE 200
OAKLAND,CA94612 		NONE SEC501(C)(3) COMMUNITY SERVICES 650

MARY'S PLACE

PO BOX 1711
SEATTLE,WA98111 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,250

METROPOLITAN OPERA GUILD

30 LINCOLN CENTER PLAZA
NEW YORK,NY10133 		NONE SEC501(C)(3) ARTS ENRICHMENT 1,000

MOCKINGBIRD SOCIETY

2100 24TH AVE S STE 240
SEATTLE,WA98144 		NONE SEC501(C)(3) CHILDREN'S PROGRAMS 500

NATIONAL PARKS CONSERVATION ASSOC

777 6TH STREET NW
WASHINGTON,DC20001 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 1,000

NATIONAL RESOURCE DEFENSE COUNCIL

111 SUTTER ST 29TH FLOOR
SAN FRANCISCO,CA94104 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 1,000

NATIONAL WILDLIFE FEDERATION

PO BOX 1637
MERRIFIELD,VA22116 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 250

NATURE CONSERVANCY

201 MISSION ST
SAN FRANCISCO,CA94105 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 1,000

NORTH LAKE TAHOE HISTORICAL SOCIETY

130 W LAKE BLVD
TAHOE CITY,CA96145 		NONE SEC501(C)(3) COMMUNITY SERVICES 250

NORTH LAKE TAHOE FIRE PROTECTION

866 ORIOLE WAY
INCLINE VILLAGE,NV89451 		NONE SEC501(C)(3) COMMUNITY PROTECTION SERVICES 50

OCEAN CONSERVANCY

1300 19TH STREET NW
WASHINGTON,DC20036 		NONE SEC501(C)(3) GENERAL SUPPORT 1,000

OXFAM

226 CAUSEWAY STREET FL 5
BOSTON,MA02114 		NONE SEC501(C)(3) HUMANITARIAN SERVICES 500

PACHAMAMA ALLIANCE

PO BOX 29191
SAN FRANCISCO,CA94129 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 500

PIMA LIBRARY FOUNDATION

PO BOX 13245
TUCSON,AZ85732 		NONE SEC501(C)(3) COMMUNITY SERVICES 500

PRIMAVERA FOUNDATION

151 W 40TH STREET
TUCSON,AZ85713 		NONE SEC501(C)(3) COMMUNITY SERVICES 500

RAINFOREST ACTION NETWORK

425 BUSH ST STE 300
SAN FRANCISCO,CA94108 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 500

RED BADGE PROJECT

1816 38TH AVE E
SEATTLE,WA98112 		NONE SEC501(C)(3) COMMUNITY SERVICES 750

RONALD MCDONALD HOUSE CHARITY

5130 40TH AVE NE
SEATTLE,WA98105 		NONE SEC501(C)(3) COMMUNITY SERVICES 5,000

SALVATION ARMY

1000 4TH AVE S
SEATTLE,WA98134 		NONE SEC501(C)(3) HUMANITARIAN SERVICES 2,250

SAVE THE BAY

1330 BROADWAY STE 1800
OAKLAND,CA94612 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 500

SIERRA CLUB

85 SECOND STREET 750
SAN FRANCISCO,CA94105 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 100

SIERRA COMMUNITY HOUSE

948 INCLINE WAY
INCLINE VILLAGE,NV89451 		NONE SEC501(C)(3) COMMUNITY SERVICES 500

SIERRA SENIOR SERVICES

10040 ESTATES DR A
TRUCKEE,CA96161 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,000

SIOUX NATION RELIEF FUND

2401 EGLIN ST
RAPID CITY,SD57703 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,000

SPECIAL OLYMPICS

1133 19TH STREET NW
WASHINGTON,DC20036 		NONE SEC501(C)(3) COMMUNITY SERVICES 250

ST JUDE CHILDREN'S RESEARCH HOSPIT

262 DANNY THOMAS PLACE
MEMPHIS,TN38105 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,650

TAHOE RIM TRAIL ASSN

PO BOX 3267
STATELINE,NV89449 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 1,000

TEEN FEED

4740 B UNIVERSITY WAY
SEATTLE,WA98105 		NONE SEC501(C)(3) COMMUNITY SERVICES 500

THE CARTER CENTER

453 FREEDOM PKWY NE
ATLANTA,GA30307 		NONE SEC501(C)(3) HUMANITARIAN SERVICES 1,000

TMC FOUNDATION

5301 E GRANT ROAD
TUCSON,AZ85712 		NONE SEC501(C)(3) FOOD CONSERVATION PRGM 250

TAHOE TRUCKEE COMMUNITY FOUNDATION

11071 DONNER PASS RD
TRUCKEE,CA96161 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 500

TRAILS AND VISTAS

10309 CROMLEY SQUARE
TRUCKEE,CA96161 		NONE SEC501(C)(3) COMMUNITY SERVICES 100

TREEHOUSE

2100 24TH AVE S STE 200
SEATTLE,WA98144 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,000

TUCSON COMMUNITY FOOD BANK

3003 S COUNTRY CLUB RD
TUCSON,AZ85713 		NONE SEC501(C)(3) COMMUNITY SERVICES 500

UPLIFT NORTHWEST

2515 WESTERN AVE
SEATTLE,WA98121 		NONE SEC501(C)(3) COMMUNITY SERVICES 500

UA FOUNDATION-LIBRARY ENDOWMENT

1111 N CHERRY AVENUE
TUCSON,AZ85721 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,000

UA FOUNDATION-ALLEN FAMILY LIB FUND

1111 N CHERRY AVENUE
TUCSON,AZ85721 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,000

USA FOR UNHCR

1310 L ST NW STE 450
WASHINGTON,DC20005 		NONE SEC501(C)(3) HUMANITARIAN SERVICES 1,000

TUCSON MUSEUM OF ART

140 NORTH MAIN AVENUE
TUCSON,AZ85701 		NONE SEC501(C)(3) COMMUNITY SERVICES 500

MOUNTAIN TRUE

29 N MARKET ST STE 610
ASHEVILLE,NC28801 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 1,000

VISHAL HIMALAYA FOUNDATION

6019 78TH AVE SE
MERCER ISLAND,WA98040 		NONE SEC501(C)(3) HUMANITARIAN SERVICES 1,000

WILDERNESS SOCIETY

1801 PENNSYLVANIA AVE NW
WASHINGTON,DC20005 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 1,000

YOSEMITE CONSERVANCY

101 MONTGOMERY ST 1700
SAN FRANCISCO,CA94104 		NONE SEC501(C)(3) ENVIRONMENTAL PROTECTION 1,000

MANNA FOOD BANK

99 BROADPOINTE DR
MILLS RIVER,NC28759 		NONE SEC501(C)(3) COMMUNITY SERVICES 1,000

PATRONATO SAN XAVIER

1950 W SAN XAVIER RD
TUCSON,AZ85746 		NONE SEC501(C)(3) GENERAL SUPPORT 500

PLACER CO SEARCH & RESCUE

PO BOX 1710
TAHOE CITY,CA96145 		NONE SEC501(C)(3) COMMUNITY SERVICES 500
Total .................................right arrow 3a 85,150
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
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
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 37,110  
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 29,141  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aOTHER INCOME 		        3,617
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   66,253 3,617
13Total. Add line 12, columns (b), (d), and (e)..................
13
69,870
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
SHIRLEY & DAVID ALLEN FOUNDATION
EIN:
76-0702130
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 2,988      

TY 2024 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 63,791 56,536

TY 2024 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 904,968 1,703,293

TY 2024 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 15,138 15,137    
POSTAGE AND DELIVERY 58      


TY 2024 OtherIncomeSchedule2
Name:
SHIRLEY & DAVID ALLEN FOUNDATION
EIN:
76-0702130
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME 3,617    


TY 2024 OtherIncreasesSchedule
Name:
SHIRLEY & DAVID ALLEN FOUNDATION
EIN:
76-0702130
Description Amount
BOOK/TAX TIMING DIFFERENCE 143


TY 2024 OtherProfessionalFeesSchedule
Name:
SHIRLEY & DAVID ALLEN FOUNDATION
EIN:
76-0702130
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
REGISTERED AGENT FEE 393      


TY 2024 TaxesSchedule
Name:
SHIRLEY & DAVID ALLEN FOUNDATION
EIN:
76-0702130
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 946 946    
FEDERAL TAXES 1,200 1,200