Nonprofit · EIN 76-0702130
SHIRLEY & DAVID ALLEN FOUNDATION
Tax-exempt · MERCER ISLAND, WA 98040
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $193,817 | $122,575 | $71,242 | $1,098,849 | $1,649 | $1,097,200 |
| December 31, 2024 | 990-PF | $69,870 | $105,873 | -$36,003 | $1,026,626 | $1,656 | $1,024,970 |
| December 31, 2023 | 990-PF | $97,617 | $94,690 | $2,927 | $1,062,629 | $1,799 | $1,060,830 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $33,352
- Interest
- $14
- Net gain from sales of assets
- $160,435
- Other income
- $16
Expenses
- Grants and similar amounts paid
- $97,800
- Disbursements for charitable purposes
- $97,800
- Excise tax on investment income
- $2,433
Balance sheet and other
- Total assets, start of year
- $1,026,626
- Total assets, end of year
- $1,098,849
- Total liabilities, end of year
- $1,649
- Net assets, end of year
- $1,097,200
- Fair market value of assets
- $2,014,161
- Qualifying distributions
- $97,800
- Net investment income
- $193,801
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALFRED SULLIVAN 4441 86TH AVE SE, MERCER ISLAND, WA 98040 | VP/TREASURER | 4 | $0 |
| LUCY SULLIVAN 4441 86TH AVE SE, MERCER ISLAND, WA 98040 | PRESIDENT | 1 | $0 |
| HOLLY ALLEN 309 NEWTON ST, SEATTLE, WA 98119 | DIRECTOR | 1 | $0 |
| VINIT ALLEN 1700 NEW STOCK RD, WEAVERVILLE, NC 28787 | DIRECTOR | 1 | $0 |
| MARY CUSHING PO BOX 520, CARNELIAN BAY, CA 961400520 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALFRED SULLIVAN 4441 86TH AVE SE, MERCER ISLAND, WA 98040 | VP/TREASURER | 4 | $0 |
| LUCY SULLIVAN 4441 86TH AVE SE, MERCER ISLAND, WA 98040 | PRESIDENT | 1 | $0 |
| HOLLY ALLEN 309 NEWTON ST, SEATTLE, WA 98119 | DIRECTOR | 1 | $0 |
| VINIT ALLEN 1700 NEW STOCK RD, WEAVERVILLE, NC 28787 | DIRECTOR | 1 | $0 |
| MARY CUSHING PO BOX 520, CARNELIAN BAY, CA 961400520 | SECRETARY | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALFRED SULLIVAN 4441 86TH AVE SE, MERCER ISLAND, WA 98040 | VP/TREASURER | 4 | $0 |
| LUCY SULLIVAN 4441 86TH AVE SE, MERCER ISLAND, WA 98040 | PRESIDENT | 2 | $0 |
| HOLLY ALLEN 309 NEWTON ST, SEATTLE, WA 98119 | DIRECTOR | 1 | $0 |
| VINIT ALLEN 1700 NEW STOCK RD, WEAVERVILLE, NC 28787 | DIRECTOR | 1 | $0 |
| MARY CUSHING PO BOX 520, CARNELIAN BAY, CA 961400520 | SECRETARY | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 4441 86TH AVE SE, MERCER ISLAND, WA 98040-4145
- In care of
- % DAVID M ALLEN
- Signed the 990-PF
- ALFRED SULLIVAN, VP/TREASURER
- Phone
- (206) 979-6157
- Return prepared by
- EVERGREEN STERLING KUDER LLC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 76-0702130
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2002
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,098,849
- Income (IRS master file)
- $498,309
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $193,817 | $122,575 | $1,098,849 | XML |
| 990-PF | December 2024 | $69,870 | $105,873 | $1,026,626 | XML |
| 990-PF | December 2023 | $97,617 | $94,690 | $1,062,629 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 76-0702130).
Questions about SHIRLEY & DAVID ALLEN FOUNDATION
- What is the EIN of SHIRLEY & DAVID ALLEN FOUNDATION?
- The employer identification number (EIN) of SHIRLEY & DAVID ALLEN FOUNDATION is 76-0702130.
- Is SHIRLEY & DAVID ALLEN FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2002.
- Are donations to SHIRLEY & DAVID ALLEN FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SHIRLEY & DAVID ALLEN FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SHIRLEY & DAVID ALLEN FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SHIRLEY & DAVID ALLEN FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of SHIRLEY & DAVID ALLEN FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does SHIRLEY & DAVID ALLEN FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $193,817, expenses of $122,575 and total assets of $1,098,849 at year end.
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All nonprofits in MERCER ISLAND · Washington · Philanthropy, voluntarism and grantmaking foundations