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.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
Name of foundation
SHAHEEN FAMILY FOUNDATION INC
C/O YVONNE SHAHEEN
Number and street (or P.O. box number if mail is not delivered to street address) 2593 TURNING LEAF LANE
  Room/suite
City or town
CARMEL
State or province
IN
Country  
ZIP or foreign postal code
46032
A Employer identification number

35-2156636
B Telephone number (see instructions)

3177163407
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$3,025,517J 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) 1,880
2 Check .................
3 Interest on savings and temporary cash investments 3,018 3,018  
4 Dividends and interest from securities... 72,707 72,707  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 43,717
b Gross sales price for all assets on line 6a 1,269,710
7 Capital gain net income (from Part IV, line 2)... 43,717
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
68 68  
12 Total. Add lines 1 through 11........ 121,390 119,510  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,470 3,735   3,735
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
23,171 23,171   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,575 1,575   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 32,216 28,481   3,735
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 ................ 32,216 28,481   3,735
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 89,174
b Net investment income (if negative, enter -0-) 91,029
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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.............   1 1
2 Savings and temporary cash investments......... 157,574 149,541 149,541
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 158,491 Click to see attachment
List of Attached Documents:
// Content
141,634 		137,773
b Investments—corporate stock (attach schedule)....... 1,054,266 Click to see attachment
List of Attached Documents:
// Content
1,076,429 		1,583,463
c Investments—corporate bonds (attach schedule)....... 110,499 Click to see attachment
List of Attached Documents:
// Content
104,452 		106,311
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 871,824 Click to see attachment
List of Attached Documents:
// Content
967,867 		1,048,428
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,352,654 2,439,924 3,025,517
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe )    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances 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........ 243,123 243,123
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,109,531 2,196,801
29 Total net assets or fund balances (see instructions)..... 2,352,654 2,439,924
30 Total liabilities and net assets/fund balances (see instructions). 2,352,654 2,439,924
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,352,654
2
Enter amount from Part I, line 27a .....................
2
89,174
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
3,671
4
Add lines 1, 2, and 3 ..........................
4
2,445,499
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5,575
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
2,439,924
Form 990-PF (2025)
Form 990-PF (2025)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,251,482   1,225,993 25,489
b 18,228     18,228
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       25,489
b       18,228
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 43,717
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ......................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here 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 1,265
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 1,265
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 1,265
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 2,054
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,054
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 789
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax789 Refunded 11 0
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
IN
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 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressN/A
14
The books are in care ofYVONNE SHAHEEN Telephone no. (317) 716-3407

Located at2593 TURNING LEAF LANECARMELIN ZIP+446032
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
YVONNE H SHAHEEN TRUSTEE
2.00 		0 0 0
2593 TURNING LEAF LANE
CARMEL,IN46032
GREGORY SHAHEEN TRUSTEE
2.00 		0 0 0
12352 SANDERLING TRACE
FISHERS,IN46038
DIANA SHAHEEN TRUSTEE
2.00 		0 0 0
990 BOULEVARD OF THE ARTS 1602
SARASOTA,FL34236
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
Form 990-PF (2025)
Form 990-PF (2025)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
Form 990-PF (2025)
Form 990-PF (2025)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
2,704,931
b
Average of monthly cash balances.......................
1b
142,552
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
2,847,483
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
2,847,483
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
42,712
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
2,804,771
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
140,239
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
140,239
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
1,265
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
1,265
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
138,974
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
138,974
6
Deduction from distributable amount (see instructions) .................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
138,974
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, line 26, column (d) ..........
1a
3,735
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
3,735
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 138,974
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020...... 369,475
b From 2021...... 223,887
c From 2022......  
d From 2023......  
e From 2024......  
f Total of lines 3a through e ........ 593,362
4Qualifying distributions for 2025 from Part
XI, line 4: $ 3,735
a Applied to 2024, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		0
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		0
d Applied to 2025 distributable amount..... 3,735
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2025. 135,239 135,239
(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 5 458,123
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		234,236
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		223,887
10 Analysis of line 9:
a Excess from 2021 .... 223,887
b Excess from 2022 ....  
c Excess from 2023 ....  
d Excess from 2024 ....  
e Excess from 2025 ....  
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
YVONNE H SHAHEEN
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here 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, 2b, 2c, and 2d. 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 (2025)
Form 990-PF (2025)
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
Total ................................. 3a 0
bApproved for future payment
Total ................................. 3b 0
Form 990-PF (2025)
Form 990-PF (2025)
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 3,018  
4 Dividends and interest from securities ....     14 72,707  
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 .....     14 68  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 43,717  
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) .. 0 119,510 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
119,510
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only 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 (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

35-2156636
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 2025) Page 2
Name of organization
SHAHEEN FAMILY FOUNDATION INC
C/O YVONNE SHAHEEN 		Employer identification number
35-2156636
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
YVONNE SHAHEEN
 
2593 TURNING LEAF LANE
 
CARMEL, IN46032

$ 1,880


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
SHAHEEN FAMILY FOUNDATION INC
C/O YVONNE SHAHEEN 		Employer identification number

35-2156636
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
SHAHEEN FAMILY FOUNDATION INC
C/O YVONNE SHAHEEN 		Employer identification number

35-2156636
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2025 AccountingFeesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,470 3,735   3,735

TY 2025 InvestmentsCorpBondsSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC 7,064 7,201
AMAZON.COM INC 6,902 7,236
AT&T INC 7,400 7,695
BANK OF AMERICA CORP FXD TO 102029 VAR THRAFTR 2.8840 7,185 7,616
CITIGROUP INC FXD TO 072027 VAR THRAFTR 3.6680% 7,803 7,950
COMCAST CORP 8,058 8,043
CVS HEALTH CORP 6,884 7,025
ENTERPRISE PRODUCTS OPERATING LLC 7,330 7,064
GOLDMAN SACHS GROUP INC/THE 7,034 6,964
JPMORGAN CHASE & CO FXD TO 072028 VAR THRAFTR 4.2030% 9,806 10,031
UNITEDHEALTH GROUP INC 8,134 8,206
VERIZON COMMUNICATIONS INC 5,953 6,019
WELLS FARGO & CO FXD TO 052027 VAR THRAFTR 3.5840% 7,721 7,948
WILLIAMS COS INC/THE 7,178 7,313

TY 2025 InvestmentsCorpStockSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Name of Stock End of Year Book Value End of Year Fair Market Value
3M CO (MMM) 2,547 2,810
A G C O CORP (AGCO) 2,670 2,777
ABBOTT LABORATORIES (ABT) 1,830 2,135
ABBVIE INC COM (ABBV) 1,484 3,163
ACCENTURE PLC IRELAND CL A (ACN) 216 554
ADVANCED MICRO DEVICES (AMD) 1,660 2,647
AERCAP HOLDINGS N.V. (AER) 1,676 1,954
AFFIRM HLDGS INC CL A (AFRM) 9,501 20,171
AIR LIQUIDE ADR (AIQUY) 2,845 3,609
AIR PROD & CHEM INC (APD) 3,120 3,536
AIRBNB INC CL A (ABNB) 9,481 10,696
ALCON INC (ALC) 3,183 2,684
ALIBABA GROUP HLDG LTD (BABA) 1,336 2,574
ALNYLAM PHARMACEUTICALS INC (ALNY) 3,966 5,592
ALPHABET INC CL A (GOOGL) 5,957 17,744
ALPHABET INC CL C (GOOG) 4,722 5,763
AMAZON COM INC (AMZN) 9,715 21,584
AMERICA MOVIL SAB DE CV ADR L (AMX) 1,764 2,666
AMERICAN EXPRESS CO (AXP) 1,300 4,342
AMERICAN TOWER CORP (AMT) 1,320 1,108
ANALOG DEVICES INC (ADI) 1,487 3,525
ANHUI CONCH CEMENT ADR (AHCHY) 1,214 1,518
APPLIED MATERIALS INC (AMAT) 4,305 14,681
APPLOVIN CORP (APP) 13,950 30,690
ARCOS DORADOS HLDGS INC CL-A (ARCO) 1,642 1,659
ARES MANAGEMENT CORP CL A (ARES) 7,311 8,018
ARISTA NETWORKS INC (ANET) 1,953 2,363
ASE TECHNOLOGY HLDG CO LTD ADR (ASX) 3,421 6,504
ASM INTERNATIONAL NV ADR (ASMIY) 1,439 1,542
ASML HOLDING NV NY REG NEW (ASML) 1,443 5,071
ASMPT LIMITED UNSPONSORD ADR (ASMVY) 1,323 1,485
ASTRAZENECA PLC ADR (AZN) 3,303 6,359
AURORA INNOVATION INC CL A (AUR) 8,702 7,542
AUTODESK INC DELAWARE (ADSK) 6,036 11,212
AVALONBAY COMM INC (AVB) 701 713
AXON ENTERPRISE INC (AXON) 7,343 5,686
BANCO DO BRASIL SA SPON ADR (BDORY) 2,382 2,292
BANK OF AMERICA CORP (BAC) 3,725 6,490
BANK OF NEW YORK MELLON CORP (BK) 2,125 3,942
BB SEGURIDADE PARTICIPACOES (BBSEY) 2,221 2,698
BE SEMICONDUCTOR IND NV (BESIY) 884 1,972
BECTON DICKINSON & CO (BDX) 1,461 1,265
BEIERSDORF AG UNSPONS ADR (BDRFY) 654 726
BERKSHIRE HATHAWAY CL-B NEW (BRK'B) 8,158 14,410
BIDVEST GROUP LTD SPONS ADR (BDVSY) 1,052 1,495
BITMINE IMMERSION TECHNOLOGIES (BMNR) 4,591 2,541
BLACKROCK INC (BLK) 605 1,545
BLACKSTONE INC (BX) 1,779 2,122
BNP PARIBAS SP ADR REPSTG (BNPQY) 1,578 1,777
BRISTOL MYERS SQUIBB CO (BMY) 1,359 1,603
BROADCOM INC (AVGO) 339 17,732
BRUNELLO CUCINELLI S P A ADR (BCUCY) 1,616 2,058
BUILDERS FIRSTSOURCE INC (BLDR) 271 239
CAPITAL ONE FINANCIAL CORP (COF) 7,254 21,907
CARRIER GLOBAL CORPORATION (CARR) 1,850 1,684
CELLEBRITE DI LTD (CLBT) 731 822
CENCORA INC (COR) 497 1,533
CHARLES SCHWAB NEW (SCHW) 2,558 4,420
CHEVRON CORP (CVX) 3,803 4,126
CHINA CONSTRUCTION BANK CORP (CICHY) 2,978 4,169
CHINA MERCHANTS BK CO LTD UNSP (CIHKY) 2,551 3,901
CHIPOTLE MEXICAN GRILL INC COM (CMG) 3,610 2,562
CHUBB LTD (CB) 2,668 5,623
CINTAS CORP (CTAS) 4,020 4,930
CITIGROUP INC NEW (C) 2,577 3,069
CLEAN HARBORS (CLH) 2,679 2,838
CLOUDFLARE INC CL A (NET) 11,867 34,698
CME GROUP INC (CME) 1,334 1,897
CMS ENERGY CP (CMS) 1,057 1,356
COCA COLA CO (KO) 1,704 2,249
COINBASE GLOBAL INC CL A (COIN) 962 1,148
COMCAST CORP (NEW) CLASS A (CMCSA) 498 1,901
CONOCOPHILLIPS (COP) 6,497 8,009
CORE & MAIN INC CL A (CNM) 4,629 4,589
CORNING INC (GLW) 1,215 2,777
COTERRA ENERGY INC (CTRA) 8,612 9,554
CROWDSTRIKE HLDGS INC CL A (CRWD) 7,797 12,885
CVS HEALTH CORP COM (CVS) 9,549 14,602
DANAHER CORPORATION (DHR) 1,946 2,090
DARLING INGREDIENTS INC (DAR) 1,157 1,372
DEERE & CO (DE) 2,531 3,691
DEUTSCHE BOERSE AG UNSPON ADR (DBOEY) 2,480 3,442
DIGITAL REALTY TRUST INC (DLR) 1,138 1,074
DIPLOMA PLC ADR (DPMAY) 2,000 3,381
DOCUSIGN INC (DOCU) 2,537 3,181
DOMINION ENERGY INC (D) 2,495 2,697
DOORDASH INC CL A (DASH) 5,756 13,661
DOVER CORP (DOV) 2,061 3,407
DOXIMITY INC CL A (DOCS) 2,267 3,337
E.L.F BEAUTY INC (ELF) 348 438
E.ON SE (EONGY) 2,620 4,318
EATON CORP PLC SHS (ETN) 2,694 3,948
ELI LILLY & CO (LLY) 270 1,248
ENGIE BRASIL ENERGIA SAADR (EGIEY) 1,603 1,906
EOG RESOURCES INC (EOG) 2,405 2,866
FANNIE MAE (FNMA) 5,382 7,747
FERRARI N V (RACE) 2,871 3,640
FIDELITY NATL INFORMATION SE (FIS) 2,421 2,196
FLUTTER ENTERTAINMENT PLC (FLUT) 1,277 1,455
FREEE K K COM STK (FREKF) 750 805
FREEPORT-MCMORAN CL-B (FCX) 4,926 7,771
GALLAGHER ARTHUR J & CO (AJG) 1,692 2,232
GENL DYNAMICS CORP (GD) 2,520 3,937
GLOBANT S.A (GLOB) 1,030 743
GOLDMAN SACHS GRP INC (GS) 2,588 3,641
GREEK ORGANISATION OF FOOTBALL (GOFPY) 1,221 1,772
GRUPO FINANCIERO BANORTE SAB (GBOOY) 1,526 2,326
HENGAN INTL GROUP CO LTD ADR (HEGIY) 220 275
HEWLETT PACKARD ENTERPRISE (HPE) 2,654 2,954
HILTON WORLDWIDE HLDGS INC (HLT) 7,734 8,555
HIMAX TECHNOLOGIES, INC. (HIMX) 1,577 2,031
HOME DEPOT INC (HD) 2,036 2,575
HONG KONG EXCHANGES & CLEARING (HKXCY) 833 1,389
HOWMET AEROSPACE INC (HWM) 4,459 4,856
HOYA CORP SPONS ADR (HOCPY) 2,916 3,916
HUBSPOT, INC. (HUBS) 4,988 5,179
IAC INC NEW (IAC) 1,574 1,725
ICICI BANK LTD (IBN) 1,828 1,657
ICON PLC (ICLR) 1,511 1,402
IDEXX LABS (IDXX) 3,060 4,550
INFOSYS LIMITED ADR (INFY) 3,693 4,099
INSULET CORP (PODD) 3,828 5,211
INTL BUSINESS MACHINES CORP (IBM) 841 1,434
IONQ INC (IONQ) 8,229 9,288
ISHARES CORE S&P 500 ETF (IVV) 118,585 179,454
ISHARES MSCI ACWI EX US ETF (ACWX) 1,718 1,725
ISHARES RUSSELL 1000 GRW ETF (IWF) 282 285
ISHARES RUSSELL MIDCAP G ETF (IWP) 5,651 5,550
ISHARES S&P 500 VAL ETF (IVE) 3,851 3,841
ISHARES S&P MID-CAP 400 G ETF (IJK) 24,551 29,742
ISHARES S&P MID-CAP 400 V ETF (IJJ) 9,099 14,870
JAPAN EXCHANGE GROUP INC (JPXGY) 2,236 2,246
JOHNSON & JOHNSON (JNJ) 3,000 4,424
JOHNSON CTLS INTL PLC (JCI) 3,528 9,524
KANZHUN LIMITED SPONSORED (BZ) 718 685
KASIKORNBANK PUB CO LTD UNSPON (KPCPY) 782 1,632
KB FINANCIAL GRP INC SONS ADR (KB) 1,375 3,627
KIMBERLY CLARK SPON ADR (KCDMY) 1,669 2,318
KT CORP SPON ADR (KT) 1,400 1,916
L3HARRIS TECHNOLOGIES INC (LHX) 4,887 8,733
LAM RESEARCH CORPORATION NEW (LRCX) 443 1,201
LENOVO GROUP LTD SPONS ADR (LNVGY) 1,896 2,134
LIBERTY MEDIA CORP SER A (FWONA) 459 730
LIBERTY MEDIA CORP SER C (FWONK) 2,296 3,557
LIFE HEALTHCARE GRP HLDGS LTD (LTGHY) 1,369 1,337
LONZA GROUP AG ZUERICH ADR (LZAGY) 1,949 3,814
LOWES COMPANIES INC (LOW) 3,468 3,595
MAREX GROUP PLC (MRX) 1,041 1,036
MARKEL CORP (HOLDING CO) (MKL) 5,167 8,005
MASTERCARD INC CL A (MA) 2,968 5,518
MC DONALDS CORP (MCD) 2,562 3,386
MEDLINE INC CL A (MDLN) 6,339 6,258
MEDTRONIC PLC SHS (MDT) 1,787 1,966
MERCADOLIBRE INC (MELI) 4,417 9,600
MERCK & CO INC NEW COM (MRK) 2,348 2,727
META PLATFORMS INC CL A (META) 3,939 12,543
MGM RESORTS INTERNATIONAL (MGM) 12,327 13,063
MICRON TECH INC (MU) 1,163 1,518
MICROSOFT CORP (MSFT) 1,739 4,562
MOBILE TELESYSTEMS PUB JT ADR 1,025 0
MOL MAGYAR OLAJ GDR (MGYOY) 1,324 1,682
MONDELEZ INTL INC COM (MDLZ) 1,676 1,689
MORGAN STANLEY (MS) 799 3,728
MSCI INC COM (MSCI) 6,102 6,238
MTU AERO ENGINES AG (MTUAY) 1,483 1,489
NATERA INC COM (NTRA) 1,156 1,839
NEDBANK GRP LTD SPON ADR (NDBKY) 1,277 2,314
NETEASE.COM INC ADS (NTES) 1,446 2,238
NEXTERA ENERGY INC (NEE) 1,677 2,509
NIKE INC B (NKE) 1,770 1,577
NOMURA RESH INST LTD ADR (NRILY) 1,627 2,421
NORFOLK SOUTHERN CORP (NSC) 751 1,453
NU HLDGS LTD ORD SHS CL A (NU) 1,015 1,908
NXP SEMICONDUCTORS NV (NXPI) 1,865 2,171
ON HLDG AG NAMEN AKT A (ONON) 3,180 3,014
OPENDOOR TECHNOLOGIES INC (OPEN) 1,711 1,329
OWENS CORNING INC (OC) 2,797 2,997
PACKAGING CORP AMER (PKG) 921 971
PALANTIR TECHNOLOGIES INC CL A (PLTR) 1,158 2,893
PEPSICO INC NC (PEP) 1,520 1,590
PETROLEO BRASILEIRO SA (PBR) 1,651 1,730
PHILIP MORRIS INTL INC (PM) 2,723 5,027
PING AN INSURANCE ADR (PNGAY) 1,810 2,846
PINTEREST INC CL A (PINS) 9,099 8,414
PJSC GAZPROM SPON ADR 979 0
PJSC LUKOIL SPONSORED ADR (LUKOY) 1,300 0
PROCTER & GAMBLE (PG) 2,242 2,546
PROGRESSIVE CORP OHIO (PGR) 1,710 2,233
PROLOGIS INC COM (PLD) 1,476 1,782
PT ASTRA INTERNATIONAL TBK ADR (PTAIY) 1,602 2,250
PT BK MANDIRI PERSERO TBK UNSP (PPERY) 1,903 2,373
PT TELEKOMUNIKASI INDONESIA (TLK) 2,171 2,715
PT UNITED TRACTORS ADR (PUTKY) 1,276 1,633
PUBLIC SERVICE ENTERPRISE GP (PEG) 678 996
QUEST DIAGNOSTICS INC (DGX) 2,344 3,591
QXO INC (QXO) 12,376 12,693
REPUBLIC SERVICES INC (RSG) 494 938
RESTAURANT BRANDS INTL INC COM (QSR) 2,966 3,266
ROBINHOOD MKTS INC CL A (HOOD) 2,173 5,880
ROBLOX CORP CL A (RBLX) 9,466 15,315
ROIVANT SCIENCES LTD (ROIV) 5,385 9,114
ROLLS ROYCE HOLDINGS PLC (RYCEY) 2,636 2,753
ROYALTY PHARMA PLC SHS CLASS A (RPRX) 12,045 15,379
RTX CORPORATION (RTX) 1,537 3,950
SAMSARA INC CL A (IOT) 5,665 6,558
SANLAM LTD ADR (SLLDY) 1,652 2,794
SBERBANK RUSSIA (AKSJF) 1,044 0
SEA LIMITED ADR (SE) 1,611 3,032
SEAGATE TECHNOLOGY HLDNGS PLC (STX) 192 2,282
SERVICENOW INC (NOW) 3,527 4,434
SHERWIN WILLIAMS COMPANY OHIO (SHW) 2,687 2,500
SHINHAN FINANCIAL GROUP CO LTD (SHG) 1,457 3,015
SHOPIFY INC (SHOP) 9,351 25,272
SILICON MOTION TECH CORP ADR (SIMO) 1,896 3,153
SINOPHARM GROUP CO LTD ADR (SHTDY) 2,602 2,772
SLB LIMITED (SLB) 2,071 1,972
SNOWFLAKE INC CL A (SNOW) 10,525 16,003
SOLVENTUM CORP (SOLV) 4,408 5,360
STANDARD BANK GROUP LTD SPON (SGBLY) 1,521 2,611
STARBUCKS CORP WASHINGTON (SBUX) 3,470 3,368
STRATEGY INC CL A (MSTR) 14,783 10,029
TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) 3,972 23,019
TE CONNECTIVITY LTD NEW (TEL) 7,567 16,937
TECK RESOURCES LTD (TECK) 4,500 6,752
TENCENT HLDGS LTD UNSPON ADR (TCEHY) 6,362 10,870
TERNIUM S.A. ADR (TX) 1,203 1,568
TESLA INC (TSLA) 13,100 27,143
TEXAS INSTRUMENTS (TXN) 8,136 10,356
THALES USDPONSORD ADR (THLLY) 1,496 1,342
THE CIGNA GROUP (CI) 3,406 4,341
TINGYI CAYMAN ISLANDS HLDGS CO (TYCMY) 906 1,047
TJX COS INC NEW (TJX) 8,365 14,796
TKO GROUP HOLDINGS INC CL A (TKO) 3,512 6,990
TRACTOR SUPPLY CO (TSCO) 4,534 4,378
TRAVELERS COMPANIES INC COM (TRV) 1,161 1,589
TYSON FOODS INC CL A (TSN) 4,314 4,645
U S BANCORP COM NEW (USB) 10,803 15,208
UNILEVER PLC (NEW) ADS (UL) 2,256 2,551
UNION PACIFIC CORP (UNP) 4,198 4,157
UNITEDHEALTH GP INC (UNH) 4,624 8,453
VALE S.A (VALE) 1,909 2,828
VANGUARD SHORT TERM BND (BSV) 114,090 114,984
VANGUARD VALUE ETF INDEX (VTV) 57 57
VEND MARKETPLACES ASA ADR (SBSNY) 3,351 3,141
VENTAS INC (VTR) 1,348 1,882
VERIZON COMMUNICATIONS (VZ) 1,544 1,424
VERTEX PHARMACEUTICALS (VRTX) 7,406 14,476
VERTIV HOLDINGS LLC CL A (VRT) 5,125 9,628
VIATRIS INC (VTRS) 7,874 12,201
VIBRA ENERGIA SA ADR (VBREY) 1,513 2,468
VISTRA CORP (VST) 5,296 5,743
VODACOM GROUP LIMITED (VDMCY) 1,522 2,123
W W GRAINGER INC (GWW) 5,547 5,874
WALMART INC (WMT) 1,291 3,287
WALT DISNEY CO HLDG CO (DIS) 945 994
WELLS FARGO & CO NEW (WFC) 7,291 17,988
WISE PLC ADR (WIZEY) 478 458
WOLTERS KLUWER NV SPON ADR (WTKWY) 1,281 1,384
XCEL ENERGY INC (XEL) 1,736 2,225
XPO INC (XPO) 2,589 2,624
YUM BRANDS INC (YUM) 1,372 1,530

TY 2025 InvestmentsGovtObligationsSch
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
US Government Securities - End of Year Book Value:

141,634
US Government Securities - End of Year Fair Market Value:

137,773
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
FIRST EAGLE OVERSEAS I (SGOIX) AT COST 85,234 119,706
JPMORGAN MID CAP VALUE I (JMVSX) AT COST 43,135 42,237
NOMURA MID CAP GROWTH INST (IYMIX) AT COST 94,901 83,590
OAKMARK INTERNATIONAL INST (OANIX) AT COST 84,874 126,882
TCW METWEST TOT RET BD I (MWTIX) AT COST 312,153 318,377
VIRTUS SGA EMG MKTS EQ I (HIEMX) AT COST 97,177 114,414
WA SMASH SRS CR PLS COMPLETION (LMECX) AT COST 141,309 134,484
WESTERN ASSET SMASH SERIES C (LMLCX) AT COST 46,929 46,998
WESTERN ASSET SMASH SERIES M (LMSMX) AT COST 62,155 61,740

TY 2025 OtherDecreasesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Description Amount
BASIS ADJUSTMENT 5,575


TY 2025 OtherIncomeSchedule2
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
MS 085778 68 68 68


TY 2025 OtherIncreasesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Description Amount
NONDIVIDEND DISTRIBUTION 229
DIVIDEND RECEIVABLE 3,043
BOND PREMIUM 399


TY 2025 OtherProfessionalFeesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 23,171 23,171   0


TY 2025 TaxesSchedule
Name:
SHAHEEN FAMILY FOUNDATION INC
 
C/O YVONNE SHAHEEN
EIN:
35-2156636
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
MS 085778 - FOREIGN TAX PAID 1,575 1,575   0