ISABEL ALLENDE FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: ISABEL ALLENDE FOUNDATION (EIN 91-1748486)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-07-22
IRS object ID: 202602039349100955
Schema version: 2025v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Depreciation Schedule
Investments Corp Stock Schedule
Investments Govt Obligations Sch
Land Etc Schedule2
Other Expenses Schedule
Other Liabilities Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-22T13:39:32-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	680399752	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	JILLIAN M HELMER CPA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	384 TESCONI COURT	AddressLine1Txt
City	SANTA ROSA	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	95401	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	911748486	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE ISABEL ALLENDE FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	ISAB	BusinessNameControlTxt
Phone	4153310200	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	116 CALEDONIA ST	AddressLine1Txt
City	SAUSALITO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94965	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	ISABEL ALLENDE	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4153310200	PhoneNum
Signature	2026-07-16	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ELLEN M REED CPA	PreparerPersonNm
PTIN	P00391856	PTIN
Phone	7075784444	PhoneNum
Preparation	2026-07-16	PreparationDt

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$11,934,829	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$1,079,278	ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss	$134,608	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$134,608	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$1,022,300	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$3,191,759	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$2,083,190	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$2,236,186	TotalRevAndExpnssAmt
Total Net Invst Incm	$2,217,798	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Oth Empl Slrs Wgs Rev And Expnss	$181,250	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Net Invst Incm	$18,125	OthEmplSlrsWgsNetInvstIncmAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$163,125	OthEmplSlrsWgsDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$64,685	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$6,469	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$58,216	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$58,310	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$106	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$58,204	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$40,396	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$4,039	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$36,357	TaxesDsbrsChrtblAmt
Deprec And Dpltn Rev And Expnss	$5,044	DeprecAndDpltnRevAndExpnssAmt
Deprec And Dpltn Net Invst Incm	$0	DeprecAndDpltnNetInvstIncmAmt
Trav Conf Meeting Rev And Expnss	$56,612	TravConfMeetingRevAndExpnssAmt
Trav Conf Meeting Net Invst Incm	$0	TravConfMeetingNetInvstIncmAmt
Trav Conf Meeting Dsbrs Chrtbl	$56,612	TravConfMeetingDsbrsChrtblAmt
Other Expenses Rev And Expnss	$182,034	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$59,305	OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl	$122,729	OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$588,331	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$88,044	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$495,243	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$2,736,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$2,736,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$3,324,331	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$88,044	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$3,231,243	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$1,088,145	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,129,754	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$40,155	CashBOYAmt
Cash EOY	$54,554	CashEOYAmt
Cash EOYFMV	$54,554	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$92,674	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$43,582	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$43,582	SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl	$379	AcctRcvblAmt
Acct Rcvbl BOY	$144	AcctRcvblBOYAmt
Acct Rcvbl EOY	$379	AcctRcvblEOYAmt
Acct Rcvbl EOYFMV	$379	AcctRcvblEOYFMVAmt
US Government Obligations BOY	$193,848	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$192,853	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$198,710	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$4,236,378	CorporateStockBOYAmt
Corporate Stock EOY	$3,183,629	CorporateStockEOYAmt
Corporate Stock EOYFMV	$11,637,451	CorporateStockEOYFMVAmt
Land Bldg Equip Cost Or Other Bss	$8,885	LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec	$8,732	LandBldgEquipAccumDeprecAmt
Land BOY	$551	LandBOYAmt
Land EOY	$153	LandEOYAmt
Land EOYFMV	$153	LandEOYFMVAmt
Total Assets BOY	$4,563,750	TotalAssetsBOYAmt
Total Assets EOY	$3,475,150	TotalAssetsEOYAmt
Total Assets EOYFMV	$11,934,829	TotalAssetsEOYFMVAmt
Other Liabilities BOY	$12,818	OtherLiabilitiesBOYAmt
Other Liabilities EOY	$12,363	OtherLiabilitiesEOYAmt
Total Liabilities BOY	$12,818	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$12,363	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$4,550,932	RetainedEarningBOYAmt
Retained Earning EOY	$3,462,787	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$4,550,932	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$3,462,787	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$4,563,750	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$3,475,150	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$4,550,932	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$1,088,145	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$3,462,787	SubtotalAmt
Other Decreases	$0	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$3,462,787	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
CORPORATE SECURITIES	D	$2,206,706	$434,230	$1,772,476	$1,772,476
CORPORATE SECURITIES	P	$985,053	$674,339	$310,714	$310,714

Field	Value	IRS element (for citing)
Capital Gain Net Income	$2,083,190	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$29,604	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$29,604	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$29,604	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$27,720	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$1,884	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$29,604	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Tax Due	$0	TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	CA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	Yes (1)	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	WWW.ISABELALLENDEFOUNDATION.ORG	WebsiteAddressTxt
Individual With Books	ISABEL ALLENDE	IndividualWithBooksNm
Phone	4153310200	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	116 CALEDONIA ST	AddressLine1Txt
City	SAUSALITO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94965	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	Yes (1)	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
ISABEL ALLENDE
116 CALEDONIA ST	SAUSALITO	CA	94965	PRESIDENT	1.00	$0	$0	$0
NICOLAS FRIAS
116 CALEDONIA ST	SAUSALITO	CA	94965	SECRETARY	1.00	$0	$0	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp

Field	Value	IRS element (for citing)
Person	LORI BARRA	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	116 CALEDONIA STREET	AddressLine1Txt
City	SAUSALITO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94965	ZIPCd

Field	Value	IRS element (for citing)
Title	EXECUTIVE DIRECTOR	TitleTxt
Average Hrs Per Wk Devoted To Pos	40.00	AverageHrsPerWkDevotedToPosRt
Compensation	$181,250	CompensationAmt
Employee Benefits	$0	EmployeeBenefitsAmt
Expense Account	$0	ExpenseAccountAmt

Field	Value	IRS element (for citing)
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

Field	Value	IRS element (for citing)
Description1	PROVIDED IN-KIND DONATIONS GIVEN TO INTERNATIONAL ORGANIZATIONS FOR IMMEDIATE USE TO IMPROVE LIVING CONDITIONS AND ACCESS TO INFORMATION FOR INDIVIDUALS IN EMERGENT NEED.	Description1Txt
Expenses1	$4,107	Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$10,453,125	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$153,932	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$10,607,057	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$10,607,057	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$159,106	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$10,447,951	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$522,398	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$522,398	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$29,604	TaxBasedOnInvestmentIncomeAmt
Total Tax	$29,604	TotalTaxAmt
Distributable Before Adj	$492,794	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$492,794	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$492,794	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$3,231,243	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$3,231,243	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$492,794	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$1,463,617	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$1,546,360	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$2,007,910	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$2,645,683	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$2,187,140	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$9,850,710	TotalExcessDistributionCyovAmt
Qualifying Distributions	$3,231,243	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$492,794	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$2,738,449	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$12,589,159	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$1,463,617	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$11,125,542	ExcessDistriCyovToNextYrAmt
Excess From Year4	$1,546,360	ExcessFromYear4Amt
Excess From Year3	$2,007,910	ExcessFromYear3Amt
Excess From Year2	$2,645,683	ExcessFromYear2Amt
Excess From Year1	$2,187,140	ExcessFromYear1Amt
Excess From Current Year	$2,738,449	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	ISABEL ALLENDE	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)

Address Line1RecipientForeignAddress/AddressLine1Txt	Address Line2RecipientForeignAddress/AddressLine2Txt	CityRecipientForeignAddress/CityNm	Province Or StateRecipientForeignAddress/ProvinceOrStateNm	CountryRecipientForeignAddress/CountryCd	Foreign PostalRecipientForeignAddress/ForeignPostalCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt	Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd
ALBERGUE JESUS EL BUEN PASTOR DEL POBRE Y EL MIGRANTE
CAMINO A RAYMUNDO ENRIQUE 500	METROS HACIA ADENTRO	TAPACHULA	CHIAPAS	MX	30820	NONE	PC	HEALTHCARE AND PROTECTION FROM VIOLENCE	$40,000
CASA CARDO
						NONE	PC	ASYLUM HELP	$2,500	6044 EAST 30TH ST	TUCSON	AZ	85711
CASA HOGAR BENITO JUAREZ AC
C ARROYO SECO 110		SAN AGUSTN DE LAS JUNTAS		MX	71238	NONE	PC	EDUCATION	$5,000
CENTER FOR REPRODUCTIVE RIGHTS
						NONE	PC	REPRODUCTIVE RIGHTS	$150,000	199 WATER STREET 22ND FLOOR	NEW YORK	NY	10038
CENTRO DE APOYO PARA LA INTEGRACION DEL NINO DOWN AC
NETZAHUALCOVOTL 212 COL REFORMA			OAXACA	MX	68050	NONE	PC	HEALTHCARE SND PROTECTION FROM VIOLENCE	$9,000
CHICKEN & EGG FILMS
						NONE	PC	GENDER EXPANSIVE DOCUMENTARIES	$7,500	55 WASHINGTON ST 307	BROOKLYN	NY	11201
DARAJA EDUCATION FUND
						NONE	PC	EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS	$41,000	PO BOX 4333	SAN RAFAEL	CA	94913
DEMOCRACY NOW
						NONE	PC	EDUCATION	$110,000	PO BOX 20389	NEW YORK	NY	10087
EAST BAY SANCTUARY COVENANT
						NONE	PC	EDUCATION AND PROTECTION FROM VIOLENCE	$80,000	2614 DWIGHT WAY	BERKELY	CA	94704
FLORENCE IMMIGRANT AND REFUGEE RIGHTS PROJECT
						NONE	PC	HEALTHCARE AND PROTECTION FROM VIOLENCE	$120,000	PO BOX 86299	TUCSON	AZ	85754
FUNDACION RECREA
FRANCISCO BILBAOO 2888			SANTIAGO	CI	7510834	NONE	PC	HEALTHCARE, EDUCATION, PROTECTION FROM VIOLENCE, AND REPRODUCTIVE RIGHTS	$50,000
GLOBAL FUND FOR WOMEN
						NONE	PC	EDUCATION, PROTECTION FROM VIOLENCE, AND REPRODUCTIVE RIGHTS (CHILE)	$210,000	505 MONTGOMERY ST 11TH FLOOR	SAN FRANCISCO	CA	94111
GUAJES Y OTROS LENGUAJES AC
POPOCATEPETL 414-B		OAXACA		MX	68020	NONE	PC	HEALTHCARE AND EDUCATION	$12,000
IFWHENHOW LAWYERING FOR REPRODUCTIVE JUSTICE
						NONE	PC	EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS	$60,000	1714 FRANKLIN STREET 100-393	OAKLAND	CA	94612
IMMIGRANT LEGAL DEFENSE
						NONE	PC	EDUCATION AND PROTECTION FROM VIOLENCE	$80,000	1301 CLAY ST	OAKLAND	CA	94612
INNOVANDO LA TRADICION AC
RUFINO TAMAYO 800-C CENTRO		OAXACA DE JUAREZ		MX	68000	NONE	PC	PROMOTE THE ECONOMIC WELL-BEING OF LOW INCOME WOMEN	$50,000
INTERNATIONAL POLITICAL SCIENCE ASSOCIATION
2155 GUY SUITE 731		MONTREAL		CA		NONE	PC	EDUCATION	$7,500
IPAS MEXICO AC
INSURGENTES SUR 1079 COLONIA NOCHE	BUENA	MEXICO CITY		MX	03720	NONE	PC	EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS	$15,000
JTP PROFESSIONAL SERVICE CORPORATION (DBA JUST THE PILL)
						NONE	PC	REPRODUCTIVE RIGHTS	$10,000	2038 FORD PKWY 444	SAINT PAUL	MN	55116
KIND
						NONE	PC	PROTECTION FROM VIOLENCE	$80,000	PO BOX 27839	WASHINGTON	DC	20038
MARIN COMMUNITY FOUNDATION
						NONE	PC	EDUCATION	$50,000	17 E SIR FRANCIS DRAKE	LARKSPUR	CA	94939
MEDICAL STUDENTS FOR CHOICE
						NONE	PC	REPRODUCTIVE RIGHTS	$60,000	PO BOX 20132	PHILADELPHIA	PA	19145
METAMORPHOSIS BEAUTIFULLY CHANGED
						NONE	PC	HOUSING SUPPORT FOR WOMEN BATTLING SUBSTANCE ABUSE	$10,000	221 HICKORY FORGE DRIVE	ANTIOCH	TN	37013
MSI US
						NONE	PC	REPRODUCTIVE RIGHTS	$15,000	PO BOX 35528	WASHINGTON	DC	20033
MUJERES UNIDAS Y ACTIVAS
						NONE	PC	HEALTHCARE, EDUCATION, AND REPRODUCTIVE RIGHTS	$75,000	3543 18TH STREET 23	SAN FRANCISCO	CA	94110
NEPAL YOUTH FOUNDATION
						NONE	PC	EDUCATION AND PROTECTION FROM VIOLENCE	$264,000	1016 LINCOLN BLVD SUITE 222	SAN FRANCISCO	CA	94129
NIDO DE ESPERANZA
						NONE	PC	INFANT EDUCATION	$15,000	4111 BROADWAY	NEW YORK	NY	10033
NOTRE DAME ACADEMY
						NONE	PC	EDUCATION	$5,000	90 HOWARD AVE	STATEN ISLAND	NY	10301
OAXACA YOUTH EMPOWERMENT INC
						NONE	PC	EDUCATION	$3,000	PO BOX 2219	BENTON	AR	72018
OMEGA WOMEN'S LEADERSHIP CENTER
						NONE	PC	EDUCATION	$25,000	150 LAKE DRIVE	RHINEBECK	NY	12572
PEN INTERNATIONAL
						NONE	PC	EDUCATION	$5,000	588 BROADWAY SUITE 303	NEW YORK	NY	10012
PLANNED PARENTHOOD FEDERATION OF AMERICA INC
						NONE	PC	REPRODUCTIVE RIGHTS	$50,000	123 WILLIAM STREET 10TH FLOOR	NEW YORK	NY	10038
PLANNED PARENTHOOD OF ARIZONA
						NONE	PC	REPRODUCTIVE RIGHTS	$30,000	4751 N 15TH STREET	PHOENIX	AZ	85014
PLANNED PARENTHOOD OF THE ROCKY MOUNTAINS
						NONE	PC	REPRODUCTIVE RIGHTS	$30,000	7155 E 38TH AVE	DENVER	CO	80207
PLUMAS RURAL SERVICES
						NONE	PC	HEALTHCARE, EDUCATION, AND PROTECTION FROM VIOLENCE	$2,500	711 E MAIN STREET	QUINCY	CA	95971
PROSPERA COMMUNITY DEVELOPMENT
						NONE	PC	EDUCATION	$50,000	3686 38TH AVENUE	OAKLAND	CA	94619
REFUGE POINT
						NONE	PC	PROTECTION FROM VIOLENCE	$200,000	68 SOUTH ST UNIT 802	BOSTON	MA	02111
REFUGEE CAN BE
						NONE	PC	EDUCATION	$10,000	145 BROAD BROOK RD	BEDFORD HILLS	NY	10507
SF-MARIN FOOD BANK
						NONE	PC	HEALTHCARE	$2,000	PO BOX 7203	SAN FRANCISCO	CA	94120
SOLA
						NONE	PC	EDUCATION	$10,000	75 STATE ST	BOSTON	MA	02109
TEEN SEED AFRICA
1188 NAIROBI 00100				KE		NONE	PC	EDUCATION, PROTECTION FROM VIOLENCE AND REPRODUCTIVE RIGHTS	$25,000
THE BRIGID ALLIANCE
						NONE	PC	REPRODUCTIVE RIGHTS	$50,000	PO BOX 58 PLANETARIUM STATION	NEW YORK	NY	10024
THE LEO PROJECT
						NONE	PC	HEALTHCARE AND EDUCATION	$15,000	PO BOX 454	CHILMARK	MA	02535
THE VENEZUELAN AMERICAN ENDOWMENT FOR THE ARTS
						NONE	PC	EDUCATION AND SCHOLARSHIPS	$30,000	595 MAIN STREET	NEW ROCHELLE	NY	10801
THISTLE FARMS INC
						NONE	PC	HEALTHCARE, EDUCATION, PROTECTION FROM VIOLENCE, AND REPRODUCTIVE RIGHTS	$220,000	5122 CHARLOTTE PIKE	NASHVILLE	TN	37209
TOO YOUNG TO WED
						NONE	PC	REPRODUCTIVE RIGHTS	$235,000	PO BOX 897	MOHEGAN LAKE	NY	10567
UNITED PORPHYRIAS ASSOCIATION
						NONE	PC	HEALTHCARE	$10,000	4800 HAMPDEN LANE SUITE 200	BETHESDA	MD	20814
YOUNG CENTER FOR IMMIGRANT CHILDREN'S RIGHTS
						NONE	PC	EDUCATION AND PROTECTION FROM VIOLENCE	$100,000	PO BOX 2417	CHICAGO	IL	60690

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$2,736,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$134,608	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$1,022,300	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$1,156,908	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$1,156,908	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (11 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd
ISABEL ALLENDE
1	116 CALEDONIA ST	SAUSALITO	CA	94965	$64,643	Yes (X)
ISABEL ALLENDE
2	116 CALEDONIA ST	SAUSALITO	CA	94965	$31,152	Yes (X)
ISABEL ALLENDE
3	116 CALEDONIA ST	SAUSALITO	CA	94965	$52,167	Yes (X)
ISABEL ALLENDE
4	116 CALEDONIA ST	SAUSALITO	CA	94965	$597,457	Yes (X)
ISABEL ALLENDE
5	116 CALEDONIA ST	SAUSALITO	CA	94965	$57,687	Yes (X)
ISABEL ALLENDE
6	116 CALEDONIA ST	SAUSALITO	CA	94965	$65,206	Yes (X)
ISABEL ALLENDE
7	116 CALEDONIA ST	SAUSALITO	CA	94965	$62,601	Yes (X)
ISABEL ALLENDE
8	116 CALEDONIA ST	SAUSALITO	CA	94965	$32,489	Yes (X)
ISABEL ALLENDE
9	116 CALEDONIA ST	SAUSALITO	CA	94965	$2,501	Yes (X)
ISABEL ALLENDE
10	116 CALEDONIA ST	SAUSALITO	CA	94965	$76,861	Yes (X)
ISABEL ALLENDE
11	116 CALEDONIA ST	SAUSALITO	CA	94965	$28,114	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (11 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	364 SHARES KEYSIGHT TECHNOLOGIES INC	$64,643	2025-02-10
2	211 AGILENT TECHNOLOGIES	$31,152	2025-02-10
3	2284 SHARES AMENTUM HOLDINGS INC.COM	$52,167	2025-02-10
4	2,605 SHARES OF APPLE INC	$597,457	2025-08-08
5	400 SHARES CBRE GROUP INC	$57,687	2025-02-10
6	450 SHARES CBRE GROUP INC	$65,206	2025-02-10
7	134 SHARES EMCOR GROUP INC	$62,601	2025-02-10
8	163 SHARES IDEX CORP	$32,489	2025-02-10
9	10 SHARES ORACLE	$2,501	2025-08-08
10	530 SHARES ROSS STORES INC	$76,861	2025-02-10
11	326 SHARES SEI INVESTMENTS CO	$28,114	2025-02-10

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING FEES	CategoryTxt
Amt	$64,685	Amt
Net Investment Income	$6,469	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$58,216	DisbursementsCharitablePrpsAmt

Depreciation Schedule DepreciationSchedule

Depreciation Property DepreciationPropertyGrp (3 entries)

PropertyPropertyDesc	AcquiredAcquiredDt	Cost Or Other BasisCostOrOtherBasisAmt	Prior Year DepreciationPriorYearDepreciationAmt	Computation MethodComputationMethodTxt	LifeLifeRt	Current Year ExpenseCurrentYearExpenseAmt	Net Investment IncomeNetInvestmentIncomeAmt
DWR LARKSPUR	2020-09-30	$1,571	$1,481	200DB	5.000000000000	$90	$0
COMPUTER - APPLE	2021-03-09	$2,668	$2,207	200DB	5.000000000000	$307	$0
COMPUTER - APPLE	2025-04-30	$4,647		200DB	5.000000000000	$4,647	$0

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

Field	Value	IRS element (for citing)
Stock	CORPORATE STOCK	StockNm
EOY Book Value	$3,183,629	EOYBookValueAmt
EOYFMV	$11,637,451	EOYFMVAmt

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$0	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$0	USGovtObligationsEOYFMVAmt
State Local Sec Book Vl EOY	$192,853	StateLocalSecBookVlEOYAmt
State Local Sec EOYFMV	$198,710	StateLocalSecEOYFMVAmt

Land Etc Schedule2 LandEtcSchedule2

Land Etc LandEtcGrp (3 entries)

Category Or ItemCategoryOrItemTxt	Cost Or Other BasisCostOrOtherBasisAmt	Accumulated DepreciationAccumulatedDepreciationAmt	Book ValueBookValueAmt
DWR LARKSPUR	$1,571	$1,571	$0
COMPUTER - APPLE	$2,668	$2,514	$154
COMPUTER - APPLE	$4,647	$4,647	$0

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (11 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
BANK CHARGES	$804	$804	$0
BUSINESS MEALS AND ENTERTAINMENT	$19,373	$0	$19,373
INSURANCE	$1,841	$0	$1,841
INVESTMENT ADVISOR	$57,507	$57,507	$0
MISCELLANEOUS	$5,970	$0	$5,970
POSTAGE	$201	$0	$201
PRINTING AND REPRODUCTION	$2,142	$0	$2,142
PROGRAM EXPENSES	$78,497	$0	$78,497
SUPPLIES	$12,715	$0	$12,715
SEMINARS & EDUCATION	$1,990	$0	$1,990
BOND AMORTIZATION	$994	$994	$0

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

Field	Value	IRS element (for citing)
Desc	CREDIT CARD	Desc
BOY Book Value	$12,818	BOYBookValueAmt
EOY Book Value	$12,363	EOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
CONSULTING	$57,250	$0	$57,250
PAYROLL FEES	$1,060	$106	$954

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	ISABEL ALLENDE	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	116 CALEDONIA ST	AddressLine1Txt
City	SAUSALITO	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	94965	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
PAYROLL TAXES	$13,763	$1,376	$12,387
FEDERAL TAXES	$26,633	$2,663	$23,970