Shirley & David Allen Foundation
The Shirley & David Allen Foundation is a private independent foundation based in Mercer Island, Washington (EIN 76-0702130). Established in 2002, it operates as a 501(c)(3) charitable organization focused on grantmaking to nonprofits across multiple sectors.
Key facts about Shirley & David Allen Foundation
- EIN
- 76-0702130
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $85,150
- Grants made (2024)
- 72
- Average grant
- $1,183
- Median grant
- $750
- New grantees (estimate)
- 11% first-time grantees (8 of 72, 2024)
- Total assets
- $1,026,626
- Primary geography
- California (46% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Shirley & David Allen Foundation funds
By grant dollars, the top recipient states for Shirley & David Allen Foundation's 72 itemized 2024 grants were California (46%), Washington (21%) and District of Columbia (8%). The most frequent recipient cities were Seattle, WA (12 grants), Tucson, AZ (9 grants), Washington, DC (8 grants) and San Francisco, CA (7 grants). 10% of grants with a stated purpose were for general or operating support. Recurring purposes include "Community Services" (31 grants), "Environmental Protection" (14 grants) and "Humanitarian Services" (8 grants).
Is Shirley & David Allen Foundation open to new grantees?
11%
first-time grantees, 2024
In 2024, 8 of 72 grantees (11%) were first-time recipients. First grants averaged $4K; repeat grants $844. How we count
Medians: $825 first-time, $750 repeat.
- 83% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (−7%). Method
- In 2024 it paid out 96% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Shirley & David Allen Foundation
- How to evaluate Shirley & David Allen Foundation as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.0M
-3.4% YoY
Annual Giving
$85K
+15.2% YoY
Grant Count
72
+4.3% YoY
Avg Grant Size
$1K
+10.4% YoY
Under IRS private-foundation payout rules, Shirley & David Allen Foundation reported a distributable amount of $88K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation primarily funds community services, environmental protection, humanitarian services, animal protection, children's programs, and food conservation programs. It also supports arts education and general support initiatives.
Grantmaking
The foundation maintains established relationships with grantees, with approximately 13% of 2024 grants going to new recipients.
Grant Range
$750
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Geographic Focus
Where this funder awards grants
The foundation distributes grants geographically across the United States with notable concentration in California (25% of grants). Within California, funding concentrates in San Francisco, Tahoe City, and Truckee. Significant funding also flows to Washington state organizations, particularly in the Seattle area. The foundation has funded organizations in at least 17 different locations nationwide.
Grant Distribution by State
Share of all 72 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 31, 2024
- Total assets: $1,026,626
- Total revenue: $69,870
- Total expenses: $105,873
- Net income: -$36,003
- Charitable disbursements: $85,150 (80.4% of total expenses)
Revenue Composition (2024)
- Dividends: $37,110 (53.1%)
- Sales of assets: $29,141 (41.7%)
- Other income: $3,617 (5.2%)
- Interest revenue: $2 (0.0%)
- Contributions received: $0
Assets and Liabilities
- Total assets: $1,026,626
- Total liabilities: $1,656
- Net assets: $1,024,970
The foundation's funding trajectory shows moderate 22% growth over eight years, indicating stable and gradually increasing giving capacity.
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,026,626 | $1,062,629 | $1,059,702 |
| Revenue | $69,870 | $97,617 | $92,280 |
| Expenses | $105,873 | $94,690 | $103,436 |
| Qualifying Distributions | $85,150 | $73,894 | $79,250 |
| Net Investment Income | $48,970 | $79,535 | $71,644 |
| Distributable Amount | $88,348 | $76,488 | $78,671 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
356 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Kiwanis Club of Lindsay ($26,000), Ronald McDonald House Charity ($5,000), Salvation Army ($2,250).
| Recipient | Purpose | Amount |
|---|---|---|
| KIWANIS CLUB OF LINDSAY Lindsay, CA | COMMUNITY SERVICES | $26,000 |
| RONALD MCDONALD HOUSE CHARITY Seattle, WA | COMMUNITY SERVICES | $5,000 |
| SALVATION ARMY Seattle, WA | HUMANITARIAN SERVICES | $2,250 |
| LEAGUE TO SAVE LAKE TAHOE Lake Tahoe, CA | GENERAL SUPPORT | $1,800 |
| DIVINE ALTERNATIVES FOR DADS SERVIC Seattle, WA | COMMUNITY SERVICES | $1,650 |
| ST JUDE CHILDREN'S RESEARCH HOSPIT Memphis, TN | COMMUNITY SERVICES | $1,650 |
| FOOD LIFELINE Seattle, WA | COMMUNITY SERVICES | $1,350 |
| COMPASSION WITHOUT BORDERS Santa Rosa, CA | ANIMAL PROTECTION | $1,300 |
| AAUW Washington, DC | HUMANITARIAN SERVICES | $1,250 |
| MARY'S PLACE Seattle, WA | COMMUNITY SERVICES | $1,250 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is governed by five unpaid volunteer board members serving in the following roles:
- President
- Vice President/Treasurer
- Secretary
- Director (two positions)
No paid executives are reported.
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Alfred Sullivan | VP/Treasurer | 4 | — |
| Lucy Sullivan | President | 1 | — |
| Holly Allen | Director | 1 | — |
| Vinit Allen | Director | 1 | — |
| Mary Cushing | Secretary | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Shirley & David Allen Foundation fund?
The foundation primarily funds community services, environmental protection, humanitarian services, animal protection, children's programs, and food conservation programs. It also supports arts education and general support initiatives.
How do I apply for a grant from Shirley & David Allen Foundation?
**Grant Activity (2024)** • Total grants awarded: 72 grants totaling $85,150 • Median grant size: $750 • Grant range: Individual grants from $25 to $26,000 • Historical perspective: The foundation has awarded 548 grants totaling $616,362 across all years on record **Recent Notable Grants (2024)** • Kiwanis Club of Lindsay (Lindsay, CA): $26,000 for community services • Ronald McDonald House Charities of Western Washington and Alaska (Seattle, WA): $5,000 for community services • Salvation Army …
Where does Shirley & David Allen Foundation make grants?
The foundation distributes grants geographically across the United States with notable concentration in California (25% of grants). Within California, funding concentrates in San Francisco, Tahoe City, and Truckee. Significant funding also flows to Washington state organizations, particularly in the Seattle area. The foundation has funded organizations in at least 17 different locations nationwide.
What size grants does Shirley & David Allen Foundation award?
In 2024, Shirley & David Allen Foundation awarded 72 grants totaling $85K — an average of about $1K per grant, based on its IRS Form 990 filings.
How much is Shirley & David Allen Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Shirley & David Allen Foundation reported a distributable amount of $88K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Shirley & David Allen Foundation's EIN?
Shirley & David Allen Foundation's EIN (Employer Identification Number) is 76-0702130. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.