2025-10-09T14:03:02-07:00 2024-12-31 461677380 Steven A Finley CPA PLLC 1420 Meridian E Suite 4 Milton WA 98354 990PF 2024-01-01 881995178 BARBARA A STONE FOUNDATION FOR BAGLEY PERFORMING ARTS BARB 2069792722 PO BOX 51172 SEATTLE WA 98115 KARI COGLON CANTEY President 2025-10-09 true true Steven A Finley P00855432 2539522992 2024 2025-03-06 01:10:19Z X X 100896 X 500 X 4 4 3644 3644 5730 34623 5730 9878 9378 850 425 425 460 460 282 141 141 1592 1026 566 6611 6611 8203 1026 7177 1675 8352 2010 268 268 247 2409 2409 94533 95788 98219 96790 98465 100896 0 X 96790 98465 96790 98465 96790 98465 96790 1675 98465 98465 45.788 COLUMBIA STRATEGIC INCOME P 2023-06-20 2024-09-27 1000 956 44 44 251.414 DELAWARE IVY LARGE CAP P 2023-07-01 2024-06-21 9530 7694 1836 1836 268.528 DIAMOND HILL CORE BOND P 2023-06-20 2024-09-24 2500 2419 81 81 22.614 EATON VANCE P 2024-08-28 2024-09-27 1000 971 29 29 99.657 FIDELITY ADVISOR VALUE P 2023-12-20 2024-08-28 5449 5059 390 390 320.253 JOHN HANCOCK SMALL CAP P 2023-07-01 2024-08-28 5367 4710 657 657 35.638 JOHN HANCOCK US GROWTH P 2025-06-21 2024-09-27 1000 984 16 16 105 SPDR HIGH YIELD BOND P 2023-09-27 2024-09-27 2524 2348 176 176 73.804 SPDR PORTFOLIO S&P 500 P 2024-07-01 2024-04-15 4400 3752 648 648 Capital Gain Dividends 1853 5730 3095 116 116 116 116 0 false false false false false false false true true WA true false false false false true N/A PETER NICHOLS 2064400879 19109 36TH AVE W SUITE 204 LYNNWOOD WA 98036 false false false false false false false false false false false false false false false false false false false false false false CARRIE BADER 6715 LINDEN AVE N SEATTLE WA 98103 Director 1.00 0 DAVID CANTEY 2125 N 86TH ST SEATTLE WA 98103 Treasurer 3.00 0 KARI COGLON CANTEY 2125 N 86TH ST SEATTLE WA 98103 President 3.00 0 JEAN KROGSTAD 9235 MATTHEWS AVE NE SEATTLE WA 98115 Secretary 1.00 0 PETER NICHOLS 19109 36TH AVE W LYNNWOOD WA 98036 Director 1.00 0 BARBARA A STONE 8257 40TH AVE NE SEATTLE WA 98115 Vice President 2.00 0 NONE NONE 100968 1400 0 102368 0 102368 1536 100832 5042 5042 116 116 4926 4926 4926 7177 7177 4926 3924 7177 3924 0 3253 1673 BARBARA A STONE FOR BAGLEY PERFORMING ARTS PO BOX 51172 SEATTLE WA 98115 2069792722 USE THE GRANT REQUEST FORM AND EMAIL TO BarbaraAStoneFoundation@gmail.com NONE SEATTLE PUBLIC SCHOOLS PERFORMING ARTS RELATED ACTIVITIES DANIEL BAGLEY ELEMENTARY 7821 STONE AVE NORTH SEATTLE WA 98103 NONE N/A CHARITABLE 2111 INGRAHAM HIGH SCHOOL THEATRE PROGRA 1819 N 135TH ST SEATTLE WA 98133 NONE N/A CHARITABLE 2000 ROBERT EAGLE MIDDLE SCHOOL MUSIC PR 1330 N 90TH ST SEATTLE WA 98103 NONE N/A CHARITABLE 1250 ROOSEVELT HIGH SCHOOL 1410 NE 66TH ST SEATTLE WA 98115 NONE N/A CHARITABLE 1250 6611 4 3644 5730 9378 9378 false false false false false false false false false false STEVEN A FINLEY CPA PLLC 850 425 0 425 981.047 SHS COLUMBIA STRATEGIC INCOME AT COST 20488 20798 281.398 COLUMBIA DIVIDEND IMCOME AT COST 8351 9286 251.914 DELAWARE IVY LARGE CAP AT COST 2,751.280 DIAMOND HILL CORE BOND AT COST 24768 24541 99.657 FIDELITY ADVISOR VALUE STRAT AT COST 76.521 PAVE GLOBAL X US AT COST 2640 3092 390.356 GOLDMAN SACHS GQG AT COST 7179 7604 320.253 JOHN HANCOCK SMALL CAP AT COST 376.386 SPDR HIGH YIELD BOND ETF AT COST 8456 72.566 SPDR PORTFOLIO S&P 500 ETF AT COST 8834 338.095 JOHN HANCOCK US GOWTH AT COST 9339 9244 236.853 EATON VANCE ATLANTA CAP AT COST 10174 9851 143.52 COLUMBIA RESEARCH ENHANCED CORE AT COST 4393 4969 PO BOX 222 111 111 STATE REGISTRATION 60 30 30 INVESTMENT MANAGEMENT 460 460 0 0