2025-02-10T11:56:16-06:00 2024-09-30 BDO USA 601 Union Street Suite 2300 Seattle WA 98101 990PF 2023-10-01 943163120 The Jon and Mary Shirley Foundation C/O Jerold T Everard % JERRY EVERARD JONA 4254628353 300 E Pine St Seattle WA 98122 JON SHIRLEY DIRECTOR 4254628353 2025-02-05 true true Patrick Riley P00560071 2063827777 2025-02-05 2023 2025-03-06 01:10:19Z X 46312874 X 0 X 148878 148878 853390 853390 12852658 26121220 12852658 -2086 -2086 13852840 13852840 0 65711 65711 82 82 19341 1 85134 65794 0 2729787 2729787 2814921 65794 2729787 11037919 13787046 2021037 72673 72673 5931925 6177723 15815239 25643946 38828453 2808289 347951 347321 1714172 1401591 886704 22358737 33398086 46312874 207865 209295 207865 209295 X 3891882 3891882 23250 23250 18235740 29273659 22150872 33188791 22358737 33398086 22150872 11037919 33188791 33188791 500,000SH DUKE ENERGY CORP P 2022-01-01 2023-12-31 500000 521457 -21457 -21457 66,738SH VANGUARD TOTAL STOCK MKT IDX ADM - ST P 2023-01-01 2023-12-31 7280403 2328224 4952179 4952179 10,947SH VANGUARD TOTAL STOCK MKT IDX ADM - LT P 2022-01-01 2023-12-31 1194210 765235 428975 428975 100,000SH ALABAMA POWER P 2022-01-01 2023-12-31 100000 104983 -4983 -4983 500,000SH ARKANSAS POWER P 2022-01-01 2023-12-31 500000 513891 -13891 -13891 500,000SH PACIFICORP P 2022-01-01 2023-12-31 500000 513285 -13285 -13285 500,000SH TOTAL ENERGIES P 2022-01-01 2023-12-31 500000 505665 -5665 -5665 300,000SH UNION PACIFIC P 2022-01-01 2023-12-31 300000 301057 -1057 -1057 781,000SH US TREASURY P 2023-01-01 2023-12-31 768983 764974 4009 4009 34,029SH VANGUARD S&P 500 ETF P 2022-01-01 2023-12-31 14165474 6426516 7738958 7738958 1,116SH VANGUARD SMALL CAP P 2023-01-01 2023-12-31 250149 213703 36446 36446 860,000SH VANGUARD TOTAL BOND P 2023-01-01 2023-12-31 62002 62574 -572 -572 FROM PASSTHROUGH - ST P 1937 1937 1937 FROM PASSTHROUGH - LT P 103500 -103500 -103500 LIQ OF Q-BLK PRIVATE CAPITAL II P 2016-01-01 2023-10-01 145436 -145436 -145436 12852658 191640 191640 191640 12000 0 12000 137 179777 false false false false false true true false true true WA true false false false false true JERRY EVERARD 2068321480 300 E PINE ST SEATTLE WA 98122 false false false false false false false false false false false false false false false false false false false false false JON A SHIRLEY 300 E Pine St Seattle WA 98122 DIRECTOR 2.0 0 0 0 43021111 511086 0 43532197 0 43532197 652983 42879214 2143961 2143961 191640 191640 1952321 1952321 1952321 2729787 0 0 0 0 2729787 1952321 0 2021 2020 2019 0 2404798 3430406 144763 571469 6551436 2729787 0 1952321 777466 7328902 0 0 0 0 2404798 4924104 3430406 144763 571469 777466 JON A SHIRLEY X KNKX 930 BROADWAY TACOMA WA 98402 PLEDGE PAYMENT 2 OF 3 50000 HIRSHHORN MUSEUM & SCULPTURE GARDEN PO BOX 37012 MRC 358 WASHINGTON DC 100137012 GENERAL SUPPORT FOR HIRSHHORN ANNUAL LUNCHEON SUPPORT AND FREE ART EDUCATION INITIATIVE 45000 PETERSEN AUTOMOTIVE MUSEUM 6060 WILSHIRE BLVD LOS ANGELES CA 90036 2024 MEMBERSHIP DUES 1944 INTERNATIONAL COUNCIL OF MOMA 11 WEST 53 ST NEW YORK NY 10019 GENERAL SUPPORT FOR THE INTERNATIONAL COUNCIL 12500 THE HILL SCHOOL OFFICE OF ADVANCEMENT 860 BEECH ST POTTSTOWN PA 19464 ANNUAL GIVING - THE HILL FUND $100,000 CONSTRUCTION OF THE SHIRLEY QUADRIVIUM CENTER $500,000 600000 SEATTLE ART MUSEUM 1300 FIRST AVE SEATTLE WA 98101 CALDER'S MOUNTAINS EXPENSES $105,938, CONTRIBUTORS CIRCLES 2023-2024 $100,000, STRATEGIC OPPORTUNITY FUND $1,000, SPRING INTO ART 2024 SPONSORSHIP $1,500, PARTY IN THE PARK $35,000, RICE FELLOWSHIP $5,000 248438 TATE AMERICAS FOUNDATION 520 W 27 ST STE 404 NEW YORK NY 10001 TRUSTEE CONTRIBUTION $25,000, NA ACQUISITIONS CMTE MEMBERSHIP 2023-2024 $15,000 40000 INTERNATIONAL SCULPTURE CENTER 14 FAIRGROUNDS RD SUITE B HAMILTON NJ 086193450 SUPPORT OF 2025 ISC STUDENT ACHIEVEMENT IN CONTEMPORARY SCULPTURE AWARD EXHIBITION $25,000, FOR NIGHT OF EXCELLENCE ARTIST TABLE $5,000 55000 SEATTLE AQUARIUM 1483 ALASKAN WAY PIER 59 SEATTLE WA 981012015 ONE OCEAN CAMPAIGN PLEDGE PAYMENT 1 OF 5 50000 VETSAID 200 E JEFFERSON ST FALLS CHURCH VA 22046 GENERAL SUPPORT 50000 STORM KING ART CENTER 1 MUSEUM ROAD NEW WINDSOR NY 12553 ANNUAL FUND 10000 TACOMA ART MUSEUM 1701 PACIFIC AVE TACOMA WA 98402 DIRECTOR'S CIRCLE MEMBERSHIP RENEWAL 15000 INTERNATIONAL ARTS AND ARTISTS 9 HILLYER COURT NW WASHINGTON DC DC 20008 GENERAL SUPPORT 25000 SEATTLE UNIVERSITY PO BOX 222000 SEATTLE WA 98122 ART COLLECTION PLEDGE PAYMENT 5 OF 5 50000 ARTIST TRUST 1835 12TH AVE SEATTLE WA 981222437 GENERAL SUPPORT 25000 THE MUSEUM OF MODERN ART 11 WEST 53RD ST NEW YORK NY 10019 GENERAL SUPPORT FOR CHAIRMAN'S COUNCIL FOR FY 2024 50000 ARTS FUND PO BOX 19780 SEATTLE WA 981096780 GENERAL SUPPORT 35000 STONY BROOK FOUNDATION 830 SPRINGS-FIREPLACE RD EAST HAMPTON NY 119371512 POLLOCK-KRASNER HOUSE MEMBER 3000 METROPOLITAN MUSEUM OF ART 1000 5TH AVE NEW YORK NY 10028 GENERAL SUPPORT FOR THE WOMEN & THE CRITICAL EYE SUPPORT $7,500, DIRECTOR'S FUND 2024-2025 MEMBERSHIP $25,000 32500 PEBBLE BEACH COMPANY FOUNDATION PO BOX 1288 CARMEL VALLEY CA 93924 GENERAL SUPPORT 25000 PRATT FINE ARTS CENTER 1902 SOUTH MAIN SEATTLE WA 981442206 SCHOLARSHIP IN GLASS 2024-2025 7500 DIA ART FOUNDATION 535 WEST 22ND ST NEW YORK NY 10011 GENERAL SUPPORT FOR LEADERSHIP COUNCIL $25,000, SPRING BENEFIT LUNCHEON SUPPORT $3,000 28000 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT ST NEW YORK NY 10014 FY24 CHAIRMAN'S COUNCIL 25000 THE RONALD COASE INSTITUTE 6346 WATERMAN AVE ST LOUIS MO 63130 GENERAL SUPPORT 25000 UNITED WAY OF KING COUNTY 720 SECOND AVE SEATTLE WA 98104 FOR WA WOMEN IN NEED (WWIN) 100000 AMERICARES FOUNDATION 88 HAMILTON AVE STAMFORD CT 06902 GENERAL SUPPORT 50000 NATIONAL REDISTRICTING FOUNDATION 700 13TH ST NW STE 600 WASHINGTON DC DC 20005 GENERAL SUPPORT 50000 SWEDISH MEDICAL CNETER FOUNDATION 747 BROADWAY SEATTLE WA 981224307 GENERAL SUPPORT FOR THE GERIATRIC CARE FUND, PLEDGE PAYMENT 3 OF 4 25000 CALDER FOUNDATION 207 WEST 25TH ST FL 12 NEW YORK NY 10001 GENERAL SUPPORT $315,405, FOR MOUNTAINS AND CLOUDS PROJECT $100,000 415405 CASCADE PUBLIC MEDIA 316 BROADWAY SEATTLE WA 98122 PLEDGE PAYMENT 3 OF 6 50000 CLIMATE SOLUTIONS 1402 3RD AVE STE 1200 SEATTLE WA 98101 GENERAL SUPPORT 10000 COLUMBIA UNIVERSITY GIFT SYSTEMS 622 W 1113TH ST MC 4524 NEW YORK NY 10025 SUPPORT FOR ANNUAL AWARDS DINNER 6000 HENRY GALLERY ASSOCIATION UW BOX 351410 SEATTLE WA 98195 PLEDGE PAYPMENT OF 2 OF 3 100000 NATIONAL GALLERY OF ART 2000 SOUTH CLUB DR LANDOVER MD 20785 COLLECTORS COMMITTEE RENEWAL: JON & KIM 40000 NEW YORK PRESBYTERIAN FUND 525 E 68TH ST BOX 123 NEW YORK NY 10021 THE CENTER FOR YOUTH MENTAL HEALTH 250000 OKLAHOMA CITY MUSEUM OF ART 415 COUCH DR OKLAHOMA CITY OK 73102 OKCMOA EDUCATION PROGRAMS 10000 OKLAHOMA CONTEMPORARY PO BOX 3062 OKLAHOMA CITY OK 73101 FY24 NATIONAL COUNCIL MEMBERSHIP 5000 PACIFIC NORTHWEST BALLET 301 MERCER ST SEATTLE WA 98109 PRESTON SINGLETARY MOBILES SUPPORT 25000 RWANDA GIRLS INITIATIVE PO BOX 325 MEDINA WA 98039 GENERAL SUPPORT 10000 SEATTLE ART CARS 5029 26TH AVE SW SEATTLE WA 98106 SEATTLE ART CARS 4500 SMITHSONIAN INSTITUTION PO BOX 37012 MRC 973 WASHINGTON DC 20013 FOR FELIX GONZALEZ - TORRES EXHIBIT 10000 SOLA PO BOX 17554 SEATTLE WA 98127 GENERAL SUPPORT 10000 UNIVERSITY OF WASHINGTON FOUNDATION BOX 358045 SEATTLE WA 98195 PLEDGE PAYMENT 1 OF 4 STAN HERRING, SPORTS INSTITUET 25000 HOPEWELL FUND PO BOX 38068 BALTIMORE MD 21297 Vote Forward Education Fund 25000 2729787 14 148878 18 853390 18 12852658 SCHEDULE K-1 INCOME 18 -2086 13852840 13852840 false false false false false false false false false false DUKE ENERGY CORP 3.950% ALABAMA POWER CO 3.55% TOTAL CAP INTL SA 3.7% UNION PACIFIC CORP BOND PACIFICORP BOND ENTERGY ARK 3.7% APPLE INC 3.2% 347951 347321 30,685 SHS VAN S&P 500 EFT 5794987 16191554 77,685 SHS VAN IND TR TOTAL ST 21,322 SHS I SHARES 7-10 YEAR 1984360 2092115 13,438 SHS SCH US TIOS ETF 688294 720680 9,420 SHS VANG EMERGING MKY 576921 625205 62,402 SHS VANG TOTAL BOND 4421734 4687014 11,135 SHS VGRD STC ETF DV 846823 884342 20,999 SHS VGRD FTSE EMERGING 852977 1004802 37,785 SHS VGRD FTSE EUROPE 2305218 2686514 22,528 SHS VGRD PACIFIC 1559838 1765970 15,400 SHS VGRD REAL ESTATE 1218756 1500268 12,466 SHS VGRD SMALL CAP 2387114 2957060 21,269 SHS VGRD VALUE ETF 3006924 3712929 5931925 6177723 TIFF REALTY AND RESOURCES II L AT COST 25513 29822 TIFF REALTY AND RESOURCES III AT COST 93412 93082 TIFF REALTY AND RESOURCES 2008 AT COST 23440 109485 AUGUST CAPITAL IV LP AT COST 119902 95461 AUGUST CAPITAL V LP AT COST 1045321 467425 AUGUST CAPITAL V SPECIAL OPP L AT COST 94003 91429 Q-BLK PRIVATE CAPITAL II PARAL AT COST 0 13 PARTNERS PRIVATE EQUITY LP 207865 209295