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
DONALD M SLAGER SUNSET FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address) PO BOX 51
Room/suite

City or town
BISHOP

State or province
CA

Country

ZIP or foreign postal code
93515

A Employer identification number

91-2150933

B Telephone number (see instructions)

7608737360

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)$12,083,562J 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)	1,431
2	Check .................
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	329,574		276,662
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		323,729
b	Gross sales price for all assets on line 6a 1,085,507
7	Capital gain net income (from Part IV, line 2)...			323,729
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).......
12	Total. Add lines 1 through 11........	654,734		600,391
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	15,519	1,028	10,868
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	30,000	30,000
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	4,811	4,711	100
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......	14,492
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	2,241
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	67,063		35,739	10,968
25	Contributions, gifts, grants paid.......	520,814			520,814
26	Total expenses and disbursements. Add lines 24 and 25 ................	587,877		35,739	531,782
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	66,857
b	Net investment income (if negative, enter -0-)			564,652
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.............	55,161	84,915	84,915
	2	Savings and temporary cash investments.........	37,495	22,814	22,814
	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..........	6,000	4,800	4,800
	10a	Investments—U.S. and state government obligations (attach schedule)	1,005,535	List of Attached Documents: // Content 980,876	847,611
	b	Investments—corporate stock (attach schedule).......	7,212,534	List of Attached Documents: // Content 7,290,177	10,590,764
	c	Investments—corporate bonds (attach schedule).......	502,522	List of Attached Documents: // Content 502,522	532,658
	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)	8,819,247	8,886,104	12,083,562
	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
		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........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds	8,819,247	8,886,104
	29	Total net assets or fund balances (see instructions).....	8,819,247	8,886,104
	30	Total liabilities and net assets/fund balances (see instructions).	8,819,247	8,886,104

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

8,819,247

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

66,857

Other increases not included in line 2 (itemize)

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

8,886,104

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) ..

8,886,104

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	LOS ANGELES 6.582% PARTIAL CALL	P	2019-02-21	2025-05-15
b	LEHMAN BROTHERS-RETURN OF CAPITAL	P	2025-04-30	2025-04-30
c	WASHINGTON ST CONV CTR 6.79% PARTIAL	P	2019-02-21	2025-07-01
d	LEHMAN BROTHERS-RETURN OF CAPITAL	P	2025-10-02	2025-10-02
e	TOTAL STOCK MKT IDX 1037.913SH	P	2020-08-31	2025-05-23
	TOTAL STOCK MKT IDX 864.927SH	P	2020-08-31	2025-05-23
	TOTAL STOCK MKT IDX 61.266SH	P	2020-08-31	2025-05-23
	TOTAL STOCK MKT IDX 450.483SH	P	2020-08-31	2025-05-23
	SHORT-TERM INVEST-GR ADM 721.848SH	P	2023-08-07	2025-05-31
	TOT INTL STOCK IDX ADM 5592.748SH	P	2020-08-31	2025-05-23
	TOT INTL STOCK IDX ADM 962.343SH	P	2020-08-31	2025-05-23
	SHORT-TERM INVEST-GR ADM 726.041SH	P	2023-08-07	2025-02-04
	TOT INTL STOCK IDX ADM 2131.639SH	P	2020-08-31	2025-06-23
	TOTAL BOND MKT INDEX ADM 12816.351SH	P	2023-08-07	2025-06-23
	TOTAL STOCK MKT IDX 1248.733SH	P	2020-08-31	2025-06-23
	TOT INTL STOCK IDX ADM 244.858SH	P	2020-08-31	2025-12-11
	TOTAL STOCK MKT IDX 544.037SH	P	2020-08-31	2025-12-11

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	10,000	12,186	-2,186
b	298		298
c	10,000	12,473	-2,473
d	209		209
e	144,000	86,105	57,895
	120,000	71,754	48,246
	8,500	5,083	3,417
	62,500	37,372	25,128
	7,500	7,233	267
	200,500	158,163	42,337
	34,500	27,215	7,285
	7,500	7,275	225
	76,718	60,283	16,435
	123,165	120,986	2,179
	180,117	103,595	76,522
	10,000	6,923	3,077
	90,000	45,132	44,868

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			-2,186
b			298
c			-2,473
d			209
e			57,895
			48,246
			3,417
			25,128
			267
			42,337
			7,285
			225
			16,435
			2,179
			76,522
			3,077
			44,868

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	323,729
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	507

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	7,849
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	7,849
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	7,849
6	Credits/Payments:

a	2025 estimated tax payments and 2024 overpayment credited to 2025	6a	4,800
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ..........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	4,800
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	3,049
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2026 estimated tax	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? ................

Yes

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

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

Yes

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

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

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

Yes

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

or 4942(j)(5) for calendar year 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 ofSHALLCROSS ASSOCIATES Telephone no. (760) 873-7360

Located at250 SNEDEN STREET250 SNEDEN STREETBISHOPCA ZIP+493514

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)

Yes

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

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

5a(4)

Yes

(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
MC HUBBARD	PRESIDENT 1.00	0	0	0
191 N SCHOOL STREET BIG PINE,CA93513	PRESIDENT 1.00	0	0	0
PHIL MCDOWELL	SECRETARY 1.00	0	0	0
420 N MOUNTAIN VIEW ROAD BISHOP,CA93514	SECRETARY 1.00	0	0	0
JOHN HELM	TREASURER 1.00	0	0	0
330 MT TOM ROAD BISHOP,CA93514	TREASURER 1.00	0	0	0
CHRISTIAN MILOVICH	TRUSTEE 1.00	0	0	0
698 SNOW CIRCLE BISHOP,CA93514	TRUSTEE 1.00	0	0	0
MICHAEL GABLE	TRUSTEE 1.00	0	0	0
2719 HIGHLAND DRIVE BISHOP,CA93514	TRUSTEE 1.00	0	0	0
DANA CROM	TRUSTEE 1.00	0	0	0
486 N FOWLER ST BISHOP,CA93514	TRUSTEE 1.00	0	0	0
STACEY SIMON	TRUSTEE 1.00	0	0	0
1507 BEAR CREEK DRIVE BISHOP,CA93514	TRUSTEE 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	SCHOLARSHIP PROGRAM-SUPPORTED 64 INDIVIDUAL STUDENTS BY PROVIDING UP TO 10,000 IN SCHOLARSHIP FUNDS EACH PER YEAR.	356,000
2	DONATION TO THE KERN COMMUNITY COLLEGE DISTRICT, WHICH HAS A CAMPUS IN EACH OF OUR LOCAL COUNTIES OF INYO AND MONO.	41,000
3	DONATION TO NORTHERN INYO HEALTHCARE DISTRICT SUPPORTING MEDICAL EDUCATION.	20,000
4	DONATION TO THE MAMMOTH HOSPITAL FOUNDATION, SUPPORTING MEDICAL EDUCATION.	20,000

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

11,326,282

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

148,256

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

5,200

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

11,479,738

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

11,479,738

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

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

172,196

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

11,307,542

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

565,377

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

565,377

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

7,849

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

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

7,849

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

557,528

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

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

557,528

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

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

557,528

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) ..........

531,782

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. .......

531,782

Form 990-PF (2025)

Page 9

Part XII

Undistributed Income (see instructions)

	(c) 2024	(d) 2025
1 Distributable amount for 2025 from Part X, line 7		557,528
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......	470,037
b Total for prior years:20 , 20, 20
3 Excess distributions carryover, if any, to 2025:
a From 2020......
b From 2021......
c From 2022......
d From 2023......
e From 2024......
f Total of lines 3a through e ........
4Qualifying distributions for 2025 from Part
XI, line 4: $ 531,782
a Applied to 2024, but not more than line 2a	470,037
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.....		61,745
e Remaining amount distributed out of corpus
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
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 ..........		495,783
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 ......
10 Analysis of line 9:
a Excess from 2021 ....
b Excess from 2022 ....
c Excess from 2023 ....
d Excess from 2024 ....
e Excess from 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 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 e-mail address of the person to whom applications should be addressed:

SUNSET FOUNDATION SCHOLARSHIP PGM
250 SNEDEN STREET
BISHOP,CA93514
(760) 873-7360

bThe form in which applications should be submitted and information and materials they should include:

SCHOLARSHIP APPLICATION FORM PROVIDED UPON REQUEST; IN ADDITION, APPLICANTS MUST ATTACH OFFICIAL TRANSCRIPTS FROM THE LAST FOUR YEARS OF STUDY.

cAny submission deadlines:

FIRST WEEK OF MARCH OF EACH YEAR, VARIES BY YEAR.

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NONE.

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
BISHOP SUNRISE ROTARY CLUB PO BOX 712 PO BOX 712 BISHOP,CA93515			SCHOLARSHIPS	15,000
BRIGHAM YOUNG UNIVERSITY A-41 ASB A-41 ASB PROVO,UT84602			SCHOLARSHIP	5,000
CAL STATE POLYTECHNIC UNIV SLO 1 GRAND AVENUE 1 GRAND AVENUE SAN LUIS OBISPO,CA93407			SCHOLARSHIP	10,000
CALIFORNIA STATE UNIVERSITY SACRAM 6000 J STREET 6000 J STREET SACRAMENTO,CA95819			SCHOLARSHIP	5,000
COLUMBIA UNIVERSITY 1130 AMSTERDAM AVENUE 1130 AMSTERDAM AVENUE NEW YORK,NY10027			SCHOLARSHIP	5,000
EASTERN SIERRA CANCER ALLIANCE PO BOX 1523 PO BOX 1523 BISHOP,CA93515			CANCER PATIENTS ASSISTANCE	3,000
EASTSIDE STUDENT CENTER 436 SHORT ST 436 SHORT ST BISHOP,CA93514			AFTER SCHOOL PROGRAM	20,000
GREAT BASIN COLLEGE ELKO 1500 COLLEGE PARKWAY 1500 COLLEGE PARKWAY ELKO,NV89801			SCHOLARSHIP	5,000
INDIVIDUAL SCHOLARSHIP PROGRAM PO BOX 51 PO BOX 51 BISHOP,CA93515			SCHOLARSHIPS	152,500
INYO COUNTY SEARCH & RESCUE PO BOX 982 PO BOX 982 BISHOP,CA93515			SEARCH AND RESCUE PROGRAM	11,000
KERN COMMUNITY COLLEGE DISTRICT 4090 W LINE STREET 4090 W LINE STREET BISHOP,CA93514			EDUCATIONAL	41,000
LASSEN COLLEGE PO BOX 3000 PO BOX 3000 SUSANVILLE,CA96130			SCHOLARSHIP	6,000
LEWIS & CLARK COLLEGE 615 S PALATINE HILL 615 S PALATINE HILL PORTLAND,OR97219			SCHOLARSHIP	6,000
MAMMOTH HOSPITAL PO BOX 100 PMB 487 PO BOX 100 PMB 487 MAMMOTH LAKES,CA93546			HEALTH CARE SCHOLARSHIP PROGRAM	20,000
MONO COUNTY SEARCH & RESCUE PO BOX 1954 PO BOX 1954 MAMMOTH LAKES,CA93546			SEARCH AND RESCUE PROGRAM	11,000
NORTHERN INYO HEALTHCARE DISTRICT 150 PIONEER LN 150 PIONEER LN BISHOP,CA93514			HEALTH CARE SCHOLARSHIP PROGRAM	20,000
NORTHERN INYO HOSPITAL AUXILIARY 150 PIONEER LANE 150 PIONEER LANE BISHOP,CA93514			HEALTH CARE EQUIPMENT	10,314
OREGON INSTITUTE OF TECHNOLOGY 3201 CAMPUS DRIVE 3201 CAMPUS DRIVE KLAMATH FALLS,OR97601			SCHOLARSHIP	5,000
PERDUE UNIVERSITY 128 MEMORIAL MALL RM 194 128 MEMORIAL MALL RM 194 WEST LAFAYETTE,IN47907			SCHOLARSHIP	5,000
SALVATION ARMY 1180 N MAIN STREET 1180 N MAIN STREET BISHOP,CA93514			HOMELESS AND HUNGRY MINISTRY	2,500
SAN DIEGO STATE UNIVERSITY 5500 CAMPANILE DRIVE 5500 CAMPANILE DRIVE SAN DIEGO,CA92182			SCHOLARSHIP	20,000
SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY 1600 HOLLOWAY SAN FRANCISCO,CA94132			SCHOLARSHIP	5,000
SAN JOSE STATE UNIVERSITY ONE WASHINGTON SQUARE ONE WASHINGTON SQUARE SAN JOSE,CA95192			SCHOLARSHIP	5,000
SANTA BARBARA CITY COLLEGE 721 CLIFF DRIVE 721 CLIFF DRIVE SANTA BARBARA,CA93109			SCHOLARSHIP	6,000
SANTA CLARA UNIVERSITY 500 EL CAMINO REAL 500 EL CAMINO REAL SANTA CLARA,CA95053			SCHOLARSHIP	5,000
SETON HILL UNIVERSITY 1 SETON HILL DRIVE 1 SETON HILL DRIVE GREENSBURG,PA15601			SCHOLARSHIP	5,000
SIERRA FOREVER 190 E YANEY ST 190 E YANEY ST BISHOP,CA93514			YOUTH PROGRAM	5,000
TEXAS CHRISTIAN UNIVERSITY TCU BOX 297012 TCU BOX 297012 FORT WORTH,TX76129			SCHOLARSHIP	3,000
UNITED METHODIST SOCIAL SERVICES 205 N FOWLER STREET 205 N FOWLER STREET BISHOP,CA93514			SOUP KITCHEN,SHOWER MINISTRY	3,500
UNIVERSITY OF CALIF SAN DIEGO 7835 TRADE STREET 7835 TRADE STREET SAN DIEGO,CA92121			SCHOLARSHIP	5,000
UNIVERSITY OF CALIF SANTA BARBARA SAASB 2103 SAASB 2103 SANTA BARBARA,CA93106			SCHOLARSHIP	12,000
UNIVERSITY OF CALIF SANTA CRUZ 1156 HIGH STREET 1156 HIGH STREET SANTA CRUZ,CA95064			SCHOLARSHIP	6,000
UNIVERSITY OF CALIFORNIA BERKELEY 18 SPROUL HALL 1960 18 SPROUL HALL 1960 BERKELEY,CA94720			SCHOLARSHIP	5,000
UNIVERSITY OF MIAMI PO BOX 02551 LOCATION 20 PO BOX 02551 LOCATION 20 MIAMI,FL33102			SCHOLARSHIP	6,000
UNIVERSITY OF NEVADA RENO MAILSTOP 0076 MAILSTOP 0076 RENO,NV89557			SCHOLARSHIP	18,500
UNIVERSITY OF REDLANDS PO BOX 3080 PO BOX 3080 REDLANDS,CA92373			SCHOLARSHIP	10,000
UNIVERSITY OF SOUTHERN CALIFORNIA 700 CHILDS WAY JHH 325 700 CHILDS WAY JHH 325 LOS ANGELES,CA90089			SCHOLARSHIP	5,000
UNIVERSITY OF ST AUGUSTINE AUSTIN 5401 LA CROSSE AVENUE 5401 LA CROSSE AVENUE AUSTIN,TX78739			SCHOLARSHIP	5,000
UTAH STATE UNIVERSITY PO BOX 35146 PO BOX 35146 SEATTLE,WA98124			SCHOLARSHIP	3,000
WALDEN UNIVERSITY 15297 COLLECTIONS CENTER 15297 COLLECTIONS CENTER CHICAGO,IL60693			SCHOLARSHIP	5,000
WEATHERFORD COLLEGE 225 COLLEGE PARK DRIVE 225 COLLEGE PARK DRIVE WEATHERFORD,TX76086			SCHOLARSHIP	6,000
WESTMONT COLLEGE 955 LA PAZ ROAD 955 LA PAZ ROAD SANTA BARBARA,CA93108			SCHOLARSHIP	16,000
WILDCARE EASTERN SIERRA PO BOX 368 PO BOX 368 BISHOP,CA93515			WILD ANIMAL RESCUE	2,500
Total ................................. 3a				520,814

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 ...........
4 Dividends and interest from securities ....			14	329,574
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 ............					323,729
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) ..				329,574	323,729

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

653,303

(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:

DONALD M SLAGER SUNSET FOUNDATION

EIN:

91-2150933

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	15,519	1,028		10,868

- TIN:

TY 2025 InvestmentsCorpBondsSchedule

Name:

DONALD M SLAGER SUNSET FOUNDATION

EIN:

91-2150933

Name of Bond	End of Year Book Value	End of Year Fair Market Value
CORPORATE BONDS	502,522	532,658

- TIN:

TY 2025 InvestmentsCorpStockSchedule

Name:

DONALD M SLAGER SUNSET FOUNDATION

EIN:

91-2150933

Name of Stock	End of Year Book Value	End of Year Fair Market Value
MUTUAL FUNDS	7,290,177	10,590,764

- TIN:

TY 2025 InvestmentsGovtObligationsSch

Name:

DONALD M SLAGER SUNSET FOUNDATION

EIN:

91-2150933

US Government Securities - End of Year Book Value:

980,876

US Government Securities - End of Year Fair Market Value:

847,611

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

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

- TIN:

TY 2025 OtherExpensesSchedule

Name:

DONALD M SLAGER SUNSET FOUNDATION

EIN:

91-2150933

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXPENSES
BANK FEES	45
INSURANCE	1,504
OFFICE SUPPLIES	632
REPAIRS	60

- TIN:

TY 2025 OtherProfessionalFeesSchedule

Name:

DONALD M SLAGER SUNSET FOUNDATION

EIN:

91-2150933

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ACCOUNT FEES	30,000	30,000

- TIN:

TY 2025 TaxesSchedule

Name:

DONALD M SLAGER SUNSET FOUNDATION

EIN:

91-2150933

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEES	100			100
FEDERAL EXCISE TAX	4,711	4,711