TY 2025 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

State or province
WA

Country

ZIP or foreign postal code
980404145

A Employer identification number

76-0702130

B Telephone number (see instructions)

2069796157

C If exemption application is pending, check here

G Check all that apply: Initial returnInitial return of a former public charity

Address change Name change

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

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

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

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

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

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$2,014,161J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .................
3	Interest on savings and temporary cash investments	14		14
4	Dividends and interest from securities...	33,352		33,352
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		160,435
b	Gross sales price for all assets on line 6a 464,927
7	Capital gain net income (from Part IV, line 2)...			160,435
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......	List of Attached Documents: // Content	16
12	Total. Add lines 1 through 11........	193,817		193,801
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	5,575
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	415
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	1,718	1,718
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	17,067	17,067
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	24,775		18,785	0
25	Contributions, gifts, grants paid.......	97,800			97,800
26	Total expenses and disbursements. Add lines 24 and 25 ................	122,575		18,785	97,800
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	71,242
b	Net investment income (if negative, enter -0-)			175,016
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	24,421	20,663	20,663
	2	Savings and temporary cash investments.........	33,446	47,756	47,756
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	904,968	List of Attached Documents: // Content 966,639	1,888,217
	c	Investments—corporate bonds (attach schedule).......	63,791	List of Attached Documents: // Content 63,791	57,525
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,026,626	1,098,849	2,014,161
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................	1,656	1,649
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	1,656	1,649
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,024,970	1,097,200
	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).....	1,024,970	1,097,200
	30	Total liabilities and net assets/fund balances (see instructions).	1,026,626	1,098,849

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,024,970

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

71,242

Other increases not included in line 2 (itemize) Click to see attachment

List of Attached Documents:

// Content

988

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

1,097,200

Decreases not included in line 2 (itemize)

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

1,097,200

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	69 SH TENCENT HOLDINGS LTD SHS HKD P	P	2024-10-02	2025-01-07
b	13 SH BEIERSDORF AG NPV EUR EUR PAR	P	2025-04-29	2025-09-12
c	5 SH FERRARI NV .01 EUR PAR ORDINARY	P	2025-03-06	2025-12-16
d	11 SH SIEMENS A G SPONSORED ADR	P	2022-02-22	2025-03-14
e	16 SH HILTON WORLDWIDE HOLDINGS INC	P	2021-12-01	2025-05-06
	127 SH PFIZER INC	P	2014-06-12	2025-06-27
	24 SH CANADIAN PAC KANS CITY LTD	P	2022-11-21	2025-08-05
	56 SH PFIZER INC	P	2014-06-12	2025-09-22
	8 SH UNITEDHEALTH GROUP INC	P	2023-01-11	2025-09-24
	25 SH SAP AG SEDOL 4846288/ISIN	P	2022-12-02	2025-11-07
	12 SH RTX CORP CORP	P	2021-04-22	2025-12-18
	294 SH IBERDROLA SA PARENT ML 8HDG	P	2025-01-10	2025-01-16
	8 SH ALPHABET INC SHS CL A	P	2025-06-23	2025-09-17
	5 SH FERRARI NV .01 EUR PAR ORDINARY	P	2025-08-05	2025-12-16
	3 SH SIEMENS A G SPONSORED ADR	P	2018-02-21	2025-03-14
	659 SH RESONA HOLDINGS INC 50000.JPY	P	2023-01-10	2025-05-07
	77 SH KENVUE INC	P	2010-07-20	2025-06-30
	14 SH BROADCOM INC	P	2020-08-07	2025-08-15
	20 SH CINTAS CORP	P	2020-12-29	2025-09-24
	11 SH FREEPORT-MCMORAN COPPER & GOLD	P	2020-11-09	2025-09-25
	50 SH ALPHABET INC SHS CL A	P	2015-01-26	2025-11-19
	23 SH RTX CORP CORP	P	2012-04-12	2025-12-18
	5 SH ASM INTERNATIONAL .01NLG PAR OR	P	2024-09-24	2025-03-13
	25 SH PFIZER INC	P	2024-12-13	2025-09-22
	17 SH BOSTON SCIENTIFIC CORP	P	2017-11-21	2025-01-29
	1 SH CHUBB LTD	P	2015-09-25	2025-03-14
	249 SH RESONA HOLDINGS INC 50000.JPY	P	2023-08-03	2025-05-07
	8 SH PROCTER & GAMBLE CO	P	2021-09-22	2025-06-30
	4 SH JOHNSON CONTROLS INTER	P	2017-04-06	2025-08-15
	76 SH CINTAS CORP	P	2020-05-15	2025-09-24
	53 SH FREEPORT-MCMORAN COPPER & GOLD	P	2020-11-09	2025-09-25
	92 SH AMPHENOL CORP NEW CL A	P	2010-07-20	2025-11-19
	8 SH JOHNSON CONTROLS INTER	P	2017-04-06	2025-12-18
	17 SH QUANTA SVCS INC	P	2024-04-02	2025-03-13
	31 SH US BANCORP DEL NEW	P	2024-12-02	2025-09-25
	14 SH BOSTON SCIENTIFIC CORP	P	2017-11-20	2025-01-29
	12 SH PALO ALTO NETWORKS INC COM	P	2023-03-16	2025-03-17
	288 SH SUMITOMO MITSUI FIN 8316 5000	P	2023-09-26	2025-05-23
	5 SH PROCTER & GAMBLE CO	P	2020-04-22	2025-06-30
	26 SH BOSTON SCIENTIFIC CORP	P	2017-11-20	2025-09-11
	33.369 SH DOW INC REG SHS	P	1951-01-01	2025-09-24
	2 SH SERVICENOW INC	P	2023-03-01	2025-09-25
	4 SH INTUIT	P	2022-06-23	2025-11-19
	22 SH MAGNUM (THE) ICE CREAM CO B.V.	P	2010-07-20	2025-12-23
	9 SH BROADCOM INC	P	2025-03-06	2025-04-07
	78 SH US BANCORP DEL NEW	P	2024-11-13	2025-09-25
	30 SH BROADCOM INC	P	2018-05-15	2025-01-29
	16 SH PALO ALTO NETWORKS INC COM	P	2022-09-20	2025-03-17
	10 SH PROLOGIS INC	P	2023-12-22	2025-05-28
	7.333 SH RALLIANT CORP REG SHS	P	2021-07-02	2025-07-08
	3 SH BROADCOM INC	P	2020-08-07	2025-09-11
	28.631 SH DOW INC REG SHS	P	1951-01-01	2025-09-24
	9 SH WASTE MGMT INC DEL	P	2024-07-22	2025-09-25
	27 SH INTUIT	P	2010-07-20	2025-11-19
	0.2 SH MAGNUM (THE) ICE CREAM CO B.V	P	2010-07-20	2025-12-24
	25 SH DELL TECHNOLOGIES INC REG SHS	P	2024-11-11	2025-04-07
	3 SH APPLOVIN CORP COM	P	2025-06-30	2025-10-02
	41 SH NOVO NORDISK A/S BR AND/ .1 DK	P	2023-02-03	2025-02-06
	28 SH PALO ALTO NETWORKS INC COM	P	2022-09-20	2025-03-18
	28 SH PROLOGIS INC	P	2021-08-18	2025-05-28
	19.667 SH RALLIANT CORP REG SHS	P	2020-06-12	2025-07-08
	120 SH CHIPOTLE MEXICAN GRILL	P	2024-08-15	2025-09-11
	33.369 SH DUPONT DE NEMOURS INC	P	1951-01-01	2025-09-24
	15 SH WASTE MGMT INC DEL	P	2024-04-08	2025-09-25
	100 SH ISHARES S&P GLOBAL FINLS SECT	P	2019-05-23	2025-11-19
	5.8 SH MAGNUM (THE) ICE CREAM CO B.V	P	2021-04-26	2025-12-24
	75 SH RESONA HOLDINGS INC 50000.JPY	P	2024-08-01	2025-05-07
	54 SH VANGUARD FTSE EMERGING MARKETS	P	2025-06-23	2025-10-02
	37 SH BCE INC COM	P	2013-03-13	2025-02-18
	13 SH APPLE INC COM	P	2024-02-14	2025-04-07
	11 SH JOHNSON CONTROLS INTER	P	2022-02-22	2025-06-09
	1 SH BERKSHIRE HATHAWAYINC DEL CL B	P	2021-05-13	2025-08-05
	22 SH FORTIVE CORP SHS	P	2021-07-02	2025-09-11
	28.631 SH DUPONT DE NEMOURS INC	P	1951-01-01	2025-09-24
	7 SH SAP AG SEDOL 4846288/ISIN	P	2022-12-02	2025-09-26
	100 SH ISHARES TR S&P GLOBAL ENERGY	P	2022-04-28	2025-11-19
	0.8 SH MAGNUM (THE) ICE CREAM CO B.V	P	2021-04-26	2025-12-26
	13 SH SUMITOMO MITSUI FIN 8316 50000	P	2024-08-01	2025-05-23
	51 SH KKR & CO INC CL A	P	2025-05-06	2025-11-06
	9 SH BCE INC COM	P	2013-03-13	2025-02-19
	7 SH BROADCOM INC	P	2018-05-15	2025-04-07
	8 SH JOHNSON CONTROLS INTER	P	2016-11-14	2025-06-09
	9 SH BERKSHIRE HATHAWAYINC DEL CL B	P	2010-07-19	2025-08-05
	61 SH FORTIVE CORP SHS	P	2020-06-12	2025-09-11
	6 SH S&P GLOBAL INC	P	2020-12-02	2025-09-24
	33 SH ISHARES MSCI INDIA INDEX FUND	P	2024-09-23	2025-10-02
	25 SH NVIDIA CORP 00	P	2018-12-13	2025-11-19
	5.8 SH MAGNUM (THE) ICE CREAM CO B.V	P	2022-02-22	2025-12-26
	6 SH ASML HOLDING N.V. ORD SH	P	2025-03-13	2025-06-24
	78 SH BYD COMPANY LTD 1.HKD PAR ORD	P	2025-05-23	2025-11-07
	16 SH J P MORGAN CHASE & CO	P	2012-03-29	2025-02-25
	9 SH HILTON WORLDWIDE HOLDINGS INC	P	2022-01-21	2025-04-07
	9 SH JOHNSON CONTROLS INTER	P	2017-04-06	2025-06-09
	16 SH METLIFE INC	P	2024-07-22	2025-08-05
	8 SH SAP AG SEDOL 4846288/ISIN	P	2022-12-02	2025-09-11
	3 SH S&P GLOBAL INC	P	2020-12-29	2025-09-24
	28 SH ISHARES MSCI INDIA INDEX FUND	P	2023-12-22	2025-10-02
	4 SH SPOTIFY TECH S.A. REG SHS	P	2024-04-02	2025-11-19
	0.4 SH MAGNUM (THE) ICE CREAM CO B.V	P	2023-12-20	2025-12-26
	91 SH RIO TINTO PLC UNITED KINGDOM -	P	2024-10-03	2025-07-01
	96 SH BYD COMPANY LTD 1.HKD PAR ORD	P	2025-03-18	2025-11-07
	40 SH ARISTA NETWORKS INC REG SHS	P	2023-03-16	2025-03-06
	2 SH HILTON WORLDWIDE HOLDINGS INC	P	2021-12-01	2025-04-07
	4 SH EQUINIX INC	P	2022-06-01	2025-06-23
	14 SH METLIFE INC	P	2022-05-06	2025-08-05
	38 SH SYSCO CORP	P	2022-09-21	2025-09-11
	9 SH S&P GLOBAL INC	P	2018-09-13	2025-09-24
	86 SH ISHARES MSCI INDIA INDEX FUND	P	2023-11-15	2025-10-02
	3 SH ALPHABET INC SHS CL A	P	2023-05-01	2025-11-20
	10 SH SPDR GOLD TR GOLD SHS	P	2023-04-19	2025-11-19
	157 SH DAIICHI SANKYO CO LTD 4568	P	2024-08-15	2025-07-01
	96 SH BYD COMPANY LTD 1.HKD PAR ORD	P	2025-04-24	2025-11-07
	54 SH ALIMENTATION COUCHE-TARD INC	P	2023-10-05	2025-03-06
	3 SH HILTON WORLDWIDE HOLDINGS INC	P	2021-12-01	2025-04-07
	4 SH NEXTERA ENERGY INC SHS	P	2019-08-30	2025-06-23
	57 SH METLIFE INC	P	2022-05-06	2025-08-05
	6 SH SYSCO CORP	P	2022-09-20	2025-09-11
	20 SH S&P GLOBAL INC	P	2018-10-17	2025-09-24
	107 SH VANGUARD FTSE EMERGING MARKET	P	2022-06-09	2025-10-02
	3 SH ALPHABET INC SHS CL A	P	2020-05-27	2025-11-25
	0 SH SPDR GOLD TR GOLD SHS	P	2023-04-19	2025-12-31
	294 SH IBERDROLASUBS RTS PARENT ML	P	2025-07-04	2025-07-11
	1 SH ALPHABET INC SHS CL A	P	2025-06-23	2025-11-19
	17 SH ALIMENTATION COUCHE-TARD INC	P	2023-10-04	2025-03-06
	10 SH MERCK AND CO INC SHS	P	2022-07-11	2025-04-23
	112 SH NEXTERA ENERGY INC SHS	P	2019-02-22	2025-06-23
	39 SH MONDELEZ INTERNATIONAL INC	P	2022-02-18	2025-08-05
	34 SH SYSCO CORP	P	2022-10-14	2025-09-11
	33 SH SHERWIN WILLIAMS CO	P	2015-10-30	2025-09-24
	57 SH VANGUARD FTSE EMERGING MARKETS	P	2023-01-25	2025-10-02
	50 SH NETFLIX.COM INC COM	P	2024-02-28	2025-12-08
	30 SH CHIPOTLE MEXICAN GRILL	P	2025-03-06	2025-09-11
	50 SH ISHARES RUSSELL 2000 ETF	P	2025-09-24	2025-11-19
	4 SH NOVARTIS AG SPONSORED ADR	P	2021-04-26	2025-03-14
	22 SH MERCK AND CO INC SHS	P	2022-05-06	2025-04-23
	202.473 SH KENVUE INC	P	2023-09-07	2025-06-27
	23 SH MONDELEZ INTERNATIONAL INC	P	2022-08-29	2025-08-05
	14 SH MARSH & MCLENNAN CO INC	P	2023-08-22	2025-09-15
	9 SH UNITEDHEALTH GROUP INC	P	2023-02-09	2025-09-24
	122 SH VANGUARD FTSE EMERGING MARKET	P	2022-11-14	2025-10-02
	30 SH NETFLIX.COM INC COM	P	2024-04-22	2025-12-08
	15 SH BEIERSDORF AG NPV EUR EUR PAR	P	2025-04-29	2025-09-11
	101.985 SH PERMANENT PORTFOLIO FUND	P	2025-09-24	2025-11-19
	5 SH PHILIP MORRIS INTL INC	P	2019-12-26	2025-03-14
	47 SH MERCK AND CO INC SHS	P	2022-04-20	2025-04-23
	133.527 SH KENVUE INC	P	2010-07-20	2025-06-27
	36 SH VALERO REFNG & MARKETING CO	P	2023-09-20	2025-08-05
	21 SH MARSH & MCLENNAN CO INC	P	2022-12-23	2025-09-15
	9 SH UNITEDHEALTH GROUP INC	P	2022-11-07	2025-09-24
	2 SH NETFLIX.COM INC COM	P	2024-02-28	2025-10-06
	6 SH BROADCOM INC	P	2020-08-07	2025-12-09
	44 SH OKTA INC REG SHS CL A	P	2025-05-28	2025-09-11
	2 SH ALPHABET INC SHS CL A	P	2025-06-23	2025-11-20
	31 SH PHILIP MORRIS INTL INC	P	2018-08-16	2025-03-14
	3 SH BERKSHIRE HATHAWAYINC DEL CL B	P	2021-05-13	2025-05-06
	14 SH PFIZER INC	P	2020-11-27	2025-06-27
	33 SH CANADIAN PAC KANS CITY LTD	P	2022-03-23	2025-08-05
	0.666 SH RALLIANT CORP REG SHS	P	2020-06-12	2025-09-17
	5 SH UNITEDHEALTH GROUP INC	P	2023-01-11	2025-09-24
	6 SH SERVICENOW INC	P	2023-03-01	2025-11-06
	8 SH FERRARI NV .01 EUR PAR ORDINARY	P	2024-11-08	2025-12-16

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,373	4,005	-632
b	1,444	1,819	-375
c	1,841	2,249	-408
d	1,384	823	561
e	3,812	2,103	1,709
	3,086	3,551	-465
	1,788	1,895	-107
	1,352	1,566	-214
	2,821	2,821
	6,267	2,804	3,463
	2,149	954	1,195
	68	71	-3
	2,001	1,319	682
	1,841	2,239	-398
	377	206	171
	4,862	3,523	1,339
	1,609	560	1,049
	4,220	458	3,762
	4,012	1,727	2,285
	389	220	169
	14,716	1,354	13,362
	4,118	519	3,599
	2,386	3,176	-790
	603	639	-36
	1,748	489	1,259
	290	103	187
	1,837	1,268	569
	1,273	1,150	123
	418	165	253
	15,247	4,265	10,982
	1,873	1,058	815
	12,446	471	11,975
	941	329	612
	4,214	4,329	-115
	1,518	1,640	-122
	1,440	396	1,044
	2,222	1,139	1,083
	7,263	4,932	2,331
	795	596	199
	2,735	736	1,999
	777		777
	1,840	858	982
	2,609	1,598	1,011
	344	166	178
	1,375	1,617	-242
	3,820	3,993	-173
	6,179	721	5,458
	2,963	1,411	1,552
	1,078	1,327	-249
	346	383	-37
	1,096	98	998
	667		667
	1,958	2,009	-51
	17,609	986	16,623
	3	2	1
	1,856	3,465	-1,609
	2,130	1,045	1,085
	3,560	2,763	797
	5,126	2,470	2,656
	3,018	3,714	-696
	928	786	142
	4,623	6,481	-1,858
	2,545		2,545
	3,263	3,099	164
	11,274	6,257	5,017
	91	84	7
	553	575	-22
	2,958	2,588	370
	864	1,682	-818
	2,328	2,377	-49
	1,140	722	418
	462	287	175
	1,061	1,175	-114
	2,184		2,184
	1,831	785	1,046
	4,275	3,627	648
	13	12	1
	328	313	15
	6,109	5,829	280
	210	409	-199
	1,069	168	901
	829	353	476
	4,160	689	3,471
	2,943	2,490	453
	2,951	2,032	919
	1,727	1,952	-225
	4,626	93	4,533
	91	77	14
	4,787	4,209	578
	979	1,536	-557
	4,085	730	3,355
	1,825	1,286	539
	933	370	563
	1,194	1,202	-8
	2,083	897	1,186
	1,476	962	514
	1,466	1,354	112
	2,476	1,065	1,411
	6	5	1
	5,259	6,377	-1,118
	1,205	1,684	-479
	3,381	1,628	1,753
	406	264	142
	3,561	2,718	843
	1,045	945	100
	3,079	3,026	53
	4,427	1,905	2,522
	4,501	3,864	637
	870	322	548
	3,757	1,825	1,932
	3,665	6,151	-2,486
	1,205	1,636	-431
	2,708	2,848	-140
	608	394	214
	283	219	64
	4,262	3,846	416
	486	477	9
	9,838	3,807	6,031
	5,862	4,644	1,218
	970	213	757
	89	52	37
	136	141	-5
	296	165	131
	852	887	-35
	785	941	-156
	7,921	5,258	2,663
	2,468	2,575	-107
	2,755	2,551	204
	11,386	2,941	8,445
	3,123	2,432	691
	4,838	2,978	1,860
	1,156	1,580	-424
	11,691	12,125	-434
	435	333	102
	1,728	1,945	-217
	4,229	4,457	-228
	1,456	1,442	14
	2,772	2,657	115
	3,173	4,383	-1,210
	6,684	4,765	1,919
	2,903	1,661	1,242
	1,676	2,099	-423
	7,500	7,358	142
	753	431	322
	3,691	4,071	-380
	2,789	970	1,819
	4,862	5,207	-345
	4,158	3,486	672
	3,173	3,173
	2,317	1,191	1,126
	2,412	196	2,216
	3,989	4,734	-745
	580	330	250
	4,668	2,603	2,065
	1,538	862	676
	340	515	-175
	2,458	2,701	-243
	28	27	1
	1,763	2,462	-699
	5,157	2,574	2,583
	2,946	3,589	-643

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			-632
b			-375
c			-408
d			561
e			1,709
			-465
			-107
			-214

			3,463
			1,195
			-3
			682
			-398
			171
			1,339
			1,049
			3,762
			2,285
			169
			13,362
			3,599
			-790
			-36
			1,259
			187
			569
			123
			253
			10,982
			815
			11,975
			612
			-115
			-122
			1,044
			1,083
			2,331
			199
			1,999
			777
			982
			1,011
			178
			-242
			-173
			5,458
			1,552
			-249
			-37
			998
			667
			-51
			16,623
			1
			-1,609
			1,085
			797
			2,656
			-696
			142
			-1,858
			2,545
			164
			5,017
			7
			-22
			370
			-818
			-49
			418
			175
			-114
			2,184
			1,046
			648
			1
			15
			280
			-199
			901
			476
			3,471
			453
			919
			-225
			4,533
			14
			578
			-557
			3,355
			539
			563
			-8
			1,186
			514
			112
			1,411
			1
			-1,118
			-479
			1,753
			142
			843
			100
			53
			2,522
			637
			548
			1,932
			-2,486
			-431
			-140
			214
			64
			416
			9
			6,031
			1,218
			757
			37
			-5
			131
			-35
			-156
			2,663
			-107
			204
			8,445
			691
			1,860
			-424
			-434
			102
			-217
			-228
			14
			115
			-1,210
			1,919
			1,242
			-423
			142
			322
			-380
			1,819
			-345
			672

			1,126
			2,216
			-745
			250
			2,065
			676
			-175
			-243
			1
			-699
			2,583
			-643

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	160,435
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 .........................		3	-8,494

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	2,433
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	2,433
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	2,433
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	199
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c	3,000
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	3,199
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. List of Attached Documents: // Content		8	28
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	738
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax738	Refunded	11
	For Refunded amount, also complete and attach Form 8050. See instructions.

Form 990-PF (2025)

Page 4

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

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

(1) On the foundation. $ (2) On foundation managers.$

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

on foundation managers.$

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

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

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2025 or the taxable year beginning in 2025? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website addressN/A

The books are in care ofALFRED SULLIVAN Telephone no. (206) 979-6157

Located at4441 86TH AVE SEMERCER ISLANDWA ZIP+498040

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 ........

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)

Page 5

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

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

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2025, did the foundation have any undistributed income (Part XII, lines 6d

and 6e) for tax year(s) beginning before 2025?....................

If "Yes," list the years 20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 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.).....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2025? ..

Form 990-PF (2025)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
ALFRED SULLIVAN	VP/TREASURER 4.00	0	0	0
4441 86TH AVE SE MERCER ISLAND,WA98040	VP/TREASURER 4.00	0	0	0
LUCY SULLIVAN	PRESIDENT 1.00	0	0	0
4441 86TH AVE SE MERCER ISLAND,WA98040	PRESIDENT 1.00	0	0	0
HOLLY ALLEN	DIRECTOR 1.00	0	0	0
309 NEWTON ST SEATTLE,WA98119	DIRECTOR 1.00	0	0	0
VINIT ALLEN	DIRECTOR 1.00	0	0	0
1700 NEW STOCK RD WEAVERVILLE,NC28787	DIRECTOR 1.00	0	0	0
MARY CUSHING	SECRETARY 1.00	0	0	0
PO BOX 520 CARNELIAN BAY,CA961400520	SECRETARY 1.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

Form 990-PF (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 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.........................

Form 990-PF (2025)

Page 8

Part IX

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

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

purposes:

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

1,862,986

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

82,970

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

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

1,945,956

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

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

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

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

1,945,956

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

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

29,189

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

1,916,767

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

95,838

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.)

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

95,838

Tax on investment income for 2025 from Part V, line 5 .......

2,433

Income tax for 2025. (This does not include the tax from Part V.) ...

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

2,433

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

93,405

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

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

93,405

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

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

93,405

Part XI

Qualifying Distributions (see instructions)

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

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

97,800

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

97,800

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2025
1 Distributable amount for 2025 from Part X, line 7			93,405
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......	1,005
c From 2022......	579
d From 2023......
e From 2024......
f Total of lines 3a through e ........		1,584
4Qualifying distributions for 2025 from Part
XI, line 4: $ 97,800
a Applied to 2024, 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 2025 distributable amount.....			93,405
e Remaining amount distributed out of corpus		4,395
5 Excess distributions carryover applied to 2025.
(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		5,979
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 2024. Subtract line 4a from line 2a. Taxable amount—see instructions .............
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) .......
8 Excess distributions carryover from 2020 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2026. Subtract lines 7 and 8 from line 6a ......		5,979
10 Analysis of line 9:
a Excess from 2021 ....	1,005
b Excess from 2022 ....	579
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 2025 ....	4,395

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 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part IX for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2025	(b) 2024	(c) 2023	(d) 2022	(e) Total

b 85% (0.85) of line 2a .......
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, 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).)

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)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
350ORG PO BOX 843004 BOSTON,MA02284	NONE		ENVIRONMENTAL PROTECTION	825
AAUW 1111 16TH ST NW WASHINGTON,DC20036	NONE		HUMANITARIAN SERVICES	1,375
ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE 17TH CHICAGO,IL60601	NONE		GENERAL SUPPORT	550
AMERICAN INSTITUTE CANCER RESEARCH 1759 R ST NW WASHINGTON,DC20009	NONE		GENERAL SUPPORT	550
AMNESTY INTERNATIONAL 5 PENN PLAZA NEW YORK,NY10001	NONE		HUMANITARIAN SERVICES	550
APPALACHIAN WILDLIFE REFUGE PO BOX 824 CANDLER,NC28715	NONE		ANIMAL PROTECTION	550
ARIZONA OPERA-TUCSON EDUCATION PROG 1636 N CENTRAL AVE PHOENIX,AZ85004	NONE		GENERAL SUPPORT	550
ASPCA 424 E 92ND ST NEW YORK,NY10128	NONE		ANIMAL PROTECTION	550
CALIFORNIA STATE PARKS 235 MONTGOMERY ST 1202 SAN FRANCISCO,CA94104	NONE		COMMUNITY SERVICES	300
CAMPAIGN FOR TIBET 1825 JEFFERSON PLACE NW WASHINGTON,DC20036	NONE		HUMANITARIAN SERVICES	550
CATCHING THE DREAM 6200 MTN RD NE STE 203 ALBUQUERQUE,NM87110	NONE		ARTS EDUCATION	1,100
CENTER FOR BIOLOGICAL DIVERSITY 1212 BROADWAY ST 800 OAKLAND,CA94612	NONE		ANIMAL PROTECTION	550
CENTER FOR CONSCIOUS LIVING & DYING 83 SANCTUARY RD SWANNANOA,NC28778	NONE		COMMUNITY SERVICES	550
CHILDREN'S INSTITUTE 1405 SHADY LANE PITTSBURGH,PA15217	NONE		CHILDREN'S PROGRAMS	550
COMPASS HOUSING ALLIANCE 77 S WASHINGTON ST SEATTLE,WA98104	NONE		GENERAL SUPPORT	1,100
COMPASSION WITHOUT BORDERS 537 4TH ST SUITE F SANTA ROSA,CA95401	NONE		ANIMAL PROTECTION	1,425
DIVINE ALTERNATIVES FOR DADS SERVIC 411 12TH AVE STE 300 SEATTLE,WA98122	NONE		COMMUNITY SERVICES	1,800
DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK,NY10001	NONE		HUMANITARIAN SERVICES	2,100
FOOD LIFELINE 815 S 96TH ST SEATTLE,WA98108	NONE		COMMUNITY SERVICES	1,475
FOX CULTURAL HALL PO BOX 961 KINGS BEACH,CA96143	NONE		CHILDREN'S PROGRAMS	1,100
GARY SINISE FOUNDATION 2555 MERIDIAN BLVD STE300 FRANKLIN,TN37067	NONE		COMMUNITY SERVICES	1,100
IRISH TERRIER RESCUE NETWORK PO BOX 3542 LAUREL,MD20708	NONE		ANIMAL PROTECTION	1,000
JUBILEE COMMUNITY 46 WALL ST ASHEVILLE,NC28801	NONE		COMMUNITY SERVICES	500
KIWANIS CLUB OF LINDSAY PO BOX 996 LINDSAY,CA93247	NONE		COMMUNITY SERVICES	28,300
LAKE TAHOE DANCE COLLECTIVE 475 N LAKE BLVD APT 255 TAHOE CITY,CA96145	NONE		CHILDREN'S PROGRAMS	550
LEAGUE TO SAVE LAKE TAHOE 2608 LAKE TAHOE BLVD S LAKE TAHOE,CA96150	NONE		GENERAL SUPPORT	1,950
LITERACY VOLUNTEERS OF TUCSON 200 E YAVAPAI RD TUCSON,AZ85705	NONE		COMMUNITY SERVICES	1,100
MAKE A WISH FOUNDATION 1333 BROADWAY STE 200 OAKLAND,CA94612	NONE		COMMUNITY SERVICES	725
MANNA FOOD BANK 99 BROADPOINTE DR MILLS RIVER,NC28759	NONE		COMMUNITY SERVICES	1,100
MARY'S PLACE PO BOX 1711 SEATTLE,WA98111	NONE		COMMUNITY SERVICES	1,375
METROPOLITAN OPERA GUILD 30 LINCOLN CENTER PLAZA NEW YORK,NY10133	NONE		ARTS ENRICHMENT	1,100
MOCKINGBIRD SOCIETY 2100 24TH AVE S STE 240 SEATTLE,WA98144	NONE		CHILDREN'S PROGRAMS	550
NATIONAL PARKS CONSERVATION ASSOC 777 6TH STREET NW WASHINGTON,DC20001	NONE		ENVIRONMENTAL PROTECTION	1,100
NATIONAL RESOURCE DEFENSE COUNCIL 111 SUTTER ST 29TH FLOOR SAN FRANCISCO,CA94104	NONE		ENVIRONMENTAL PROTECTION	1,100
NATIONAL WILDLIFE FEDERATION PO BOX 1637 MERRIFIELD,VA22116	NONE		ENVIRONMENTAL PROTECTION	550
NATURE CONSERVANCY 201 MISSION ST SAN FRANCISCO,CA94105	NONE		ENVIRONMENTAL PROTECTION	1,100
NORTH LAKE TAHOE HISTORICAL SOCIETY 130 W LAKE BLVD TAHOE CITY,CA96145	NONE		COMMUNITY SERVICES	275
OCEAN CONSERVANCY 1300 19TH STREET NW WASHINGTON,DC20036	NONE		GENERAL SUPPORT	1,100
OUTDOORS FOR ALL 6344 NE 74TH ST STE 102 SEATTLE,WA98115	NONE		COMMUNITY SERVICES	500
OXFAM 226 CAUSEWAY STREET FL 5 BOSTON,MA02114	NONE		HUMANITARIAN SERVICES	550
PACHAMAMA ALLIANCE PO BOX 29191 SAN FRANCISCO,CA94129	NONE		ENVIRONMENTAL PROTECTION	550
PATRONATO SAN XAVIER 1950 W SAN XAVIER RD TUCSON,AZ85746	NONE		GENERAL SUPPORT	550
PIMA LIBRARY FOUNDATION PO BOX 13245 TUCSON,AZ85732	NONE		COMMUNITY SERVICES	550
PLACER CO SEARCH & RESCUE PO BOX 1710 TAHOE CITY,CA96145	NONE		COMMUNITY SERVICES	550
PRIMAVERA FOUNDATION 151 W 40TH STREET TUCSON,AZ85713	NONE		COMMUNITY SERVICES	550
PROJECT MANA 948 INCLINE WAY INCLINE VILLAGE,NV89451	NONE		COMMUNITY SERVICES	500
RAINFOREST ACTION NETWORK 425 BUSH ST STE 300 SAN FRANCISCO,CA94108	NONE		ENVIRONMENTAL PROTECTION	550
RED BADGE PROJECT 1816 38TH AVE E SEATTLE,WA98112	NONE		COMMUNITY SERVICES	825
RONALD MCDONALD HOUSE CHARITY 5130 40TH AVE NE SEATTLE,WA98105	NONE		COMMUNITY SERVICES	5,450
SALVATION ARMY 1000 4TH AVE S SEATTLE,WA98134	NONE		HUMANITARIAN SERVICES	2,450
SAVE THE BAY 1330 BROADWAY STE 1800 OAKLAND,CA94612	NONE		ENVIRONMENTAL PROTECTION	550
SIERRA CLUB 85 SECOND STREET 750 SAN FRANCISCO,CA94105	NONE		ENVIRONMENTAL PROTECTION	1,500
SIERRA COMMUNITY HOUSE 948 INCLINE WAY INCLINE VILLAGE,NV89451	NONE		COMMUNITY SERVICES	1,100
SIERRA SENIOR SERVICES 10040 ESTATES DR A TRUCKEE,CA96161	NONE		COMMUNITY SERVICES	1,100
SIOUX NATION RELIEF FUND 2401 EGLIN ST RAPID CITY,SD57703	NONE		COMMUNITY SERVICES	1,100
SMILE TRAIN 41 MADISON AVE 28/F NEW YORK,NY10010	NONE		COMMUNITY SERVICES	525
SPECIAL OLYMPICS 1133 19TH STREET NW WASHINGTON,DC20036	NONE		COMMUNITY SERVICES	275
ST JUDE CHILDREN'S RESEARCH HOSPIT 262 DANNY THOMAS PLACE MEMPHIS,TN38105	NONE		COMMUNITY SERVICES	1,800
TAHOE RIM TRAIL ASSN PO BOX 3267 STATELINE,NV89449	NONE		ENVIRONMENTAL PROTECTION	1,100
TEEN FEED 4740 B UNIVERSITY WAY SEATTLE,WA98105	NONE		COMMUNITY SERVICES	550
THE CARTER CENTER 453 FREEDOM PKWY NE ATLANTA,GA30307	NONE		HUMANITARIAN SERVICES	1,100
TMC FOUNDATION 5301 E GRANT ROAD TUCSON,AZ85712	NONE		FOOD CONSERVATION PRGM	275
TAHOE TRUCKEE COMMUNITY FOUNDATION 11071 DONNER PASS RD TRUCKEE,CA96161	NONE		ENVIRONMENTAL PROTECTION	550
TRAILS AND VISTAS 10309 CROMLEY SQUARE TRUCKEE,CA96161	NONE		COMMUNITY SERVICES	125
TREEHOUSE 2100 24TH AVE S STE 200 SEATTLE,WA98144	NONE		COMMUNITY SERVICES	1,100
TUCSON COMMUNITY FOOD BANK 3003 S COUNTRY CLUB RD TUCSON,AZ85713	NONE		COMMUNITY SERVICES	550
TUCSON MUSEUM OF ART 140 NORTH MAIN AVENUE TUCSON,AZ85701	NONE		COMMUNITY SERVICES	550
UPLIFT NORTHWEST 2515 WESTERN AVE SEATTLE,WA98121	NONE		COMMUNITY SERVICES	550
UA FOUNDATION-LIBRARY ENDOWMENT 1111 N CHERRY AVENUE TUCSON,AZ85721	NONE		COMMUNITY SERVICES	1,100
UA FOUNDATION-ALLEN FAMILY LIB FUND 1111 N CHERRY AVENUE TUCSON,AZ85721	NONE		COMMUNITY SERVICES	1,100
USA FOR UNHCR 1310 L ST NW STE 450 WASHINGTON,DC20005	NONE		HUMANITARIAN SERVICES	1,650
VISHAL HIMALAYA FOUNDATION 6019 78TH AVE SE MERCER ISLAND,WA98040	NONE		HUMANITARIAN SERVICES	1,100
WILDERNESS SOCIETY 1801 PENNSYLVANIA AVE NW WASHINGTON,DC20005	NONE		ENVIRONMENTAL PROTECTION	1,100
YOSEMITE CONSERVANCY 101 MONTGOMERY ST 1700 SAN FRANCISCO,CA94104	NONE		ENVIRONMENTAL PROTECTION	1,100
Total ................................. 3a				97,800

bApproved for future payment

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

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	14
4 Dividends and interest from securities ....			14	33,352
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	160,435
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME					16
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				193,801	16

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

193,817

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2025)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	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

- TIN:

TY 2025 AccountingFeesSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION	3,375
ACCOUNTING FEES	2,200

- TIN:

TY 2025 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	57,525

- TIN:

TY 2025 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	966,639	1,888,217

- TIN:

TY 2025 OtherExpensesSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
INVESTMENT FEES	17,067	17,067

- TIN:

TY 2025 OtherIncomeSchedule2

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME	16

- TIN:

TY 2025 OtherIncreasesSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Description	Amount
BOOK/TAX TIMING DIFFERENCE	7
PRIOR YEAR TAX REFUND	981

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
REGISTERED AGENT FEE	415

- TIN:

TY 2025 TaxesSchedule

Name:

SHIRLEY & DAVID ALLEN FOUNDATION

EIN:

76-0702130

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES	769	769
FEDERAL TAXES	949	949