2026-07-30T12:00:27-05:00 2025-09-30 BDO USA 601 Union Street Suite 2300 Seattle WA 98101 990PF 2024-10-01 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 2026-07-30 true true Natalie Heitzeberg P01706536 2063827777 2026-07-29 2024 2025-03-06 01:10:19Z X 40649957 X 0 X 130204 130204 912627 912627 6893650 21539085 6893650 8893 8893 7945374 7945374 0 11300 5650 5650 65363 65363 107 107 190803 7130 7130 274703 78250 5650 9656920 9656920 9931623 78250 9662570 -1986249 7867124 0 72673 58757 58757 5931925 4055552 4318384 25643946 26225440 35525724 347951 0 0 1401591 1266290 747092 33398086 31606039 40649957 209295 403497 209295 403497 X 3891882 3891882 23250 23250 29273659 27287410 33188791 31202542 33398086 31606039 33188791 -1986249 31202542 31202542 CHARLES SCHWAB #2041 (SEE ATTACHED) 2023-10-01 2025-09-30 14358531 7550475 6808056 6808056 CHARLES SCHWAB #2041 (SEE ATTACHED) 2024-10-01 2025-09-30 7180554 6952310 228244 228244 FROM PASSTHROUGH - ST 349 -349 -349 FROM PASSTHROUGH - LT 142301 -142301 -142301 6893650 109353 109353 109353 16000 0 155000 171000 X 4244 57403 57403 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 43971314 261687 0 44233001 0 44233001 663495 43569506 2178475 2178475 109353 109353 2069122 2069122 2069122 9662570 0 0 0 0 9662570 2069122 0 2022 2021 2020 0 3430406 144763 571469 777466 4924104 9662570 0 2069122 7593448 12517552 0 0 0 0 3430406 9087146 144763 571469 777466 7593448 JON A SHIRLEY X KNKX 930 BROADWAY TACOMA WA 98402 Pledge pmt 3 of 3 50000 INTERNATIONAL COUNCIL OF MOMA 11 WEST 53 ST NEW YORK NY 10019 2024-25 Annual Dues / Additional contribution 15000 THE HILL SCHOOL OFFICE OF ADVANCEMENT 860 BEECH ST POTTSTOWN PA 19464 $100,000 for Annual Giving - The Hill Fund; $500,000 for Construction of the Shirley Quadrivium Center 600000 SEATTLE ART MUSEUM 1300 FIRST AVE SEATTLE WA 98101 $250,000 for Ai Weiwei 2025 exhibition support; $100,000 for Contributors Circles 2024-2025; $2,500,000 for Connect Art to Life pledge pmt 1 of 4 2850000 TATE AMERICAS FOUNDATION 520 W 27 ST STE 404 NEW YORK NY 10001 $10,000 for Artists Dinner Gift towards Ghost & Spirit; $45,000 for Trustee Contribution / NA Acquisitions Cmte '24-'25 55000 INTERNATIONAL SCULPTURE CENTER 5126 Butler St Pittsburgh PA 15201 2026 Student Achievement in Contemporary Sculpture Award 25000 SEATTLE TIMES FUND FOR THE NEEDY PO BOX C11025 SEATTLE WA 981119025 General support 50000 SEATTLE AQUARIUM 1483 ALASKAN WAY PIER 59 SEATTLE WA 981012015 $15,000 for General support; $50,000 for One Ocean Campaign pledge pmt 2 of 5 65000 VETSAID 200 E JEFFERSON ST FALLS CHURCH VA 22046 General support 50000 STORM KING ART CENTER 1 MUSEUM ROAD NEW WINDSOR NY 12553 General support 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 50000 SEATTLE UNIVERSITY PO BOX 222000 SEATTLE WA 98122 For SUPAC 10000 SPECIAL OLYMPICS PO BOX 2047 SEATTLE WA 981112047 General support 500 ARTIST TRUST 1211 E Denny Way A25 SEATTLE WA 98122 2025 Artist Trust Auction 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 Director's Fund 2025-2026 Membership 25000 PRATT FINE ARTS CENTER 1902 SOUTH MAIN SEATTLE WA 981442206 2025-26 Jon & Mary Shirley Scholarship in Glass 7500 DIA ART FOUNDATION 535 WEST 22ND ST NEW YORK NY 10011 $25,000 for Leadership Council renewal 55000 THE MUSEUM OF MODERN ART 11 WEST 53RD ST NEW YORK NY 10019 $50,000 for Chairman's Council for FY '25 ending June 30; $25,000 In Honor of Glenn Lowry 75000 WHITNEY MUSEUM OF AMERICAN ART 99 GANSEVOORT ST NEW YORK NY 10014 $50,000 for Calder Exhibition Support; $35,000 for FY25 Chairman's Council 85000 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 2025 pledge pmt 1 of 5 plus add'l for CSN 300000 AMERICARES FOUNDATION 88 HAMILTON AVE STAMFORD CT 06902 December matching gift challenge 100000 FARESTART PO Box 84395 SEATTLE WA 98124 GENERAL SUPPORT 25000 CARE USA PO BOX 1870 MERRIFIELD VA 22116 President Fund 50000 NATIONAL REDISTRICTING FOUNDATION 1032 15th St NW Ste 247 WASHINGTON DC DC 20005 GENERAL SUPPORT 50000 SWEDISH MEDICAL CENTER FOUNDATION 747 BROADWAY SEATTLE WA 981224307 For the Geriatric Care Fund, pledge pmt 4 of 4 25000 CALDER FOUNDATION 207 WEST 25TH ST FL 12 NEW YORK NY 10001 Mountains and Clouds Project 4300000 Art 21 Inc co Development Office 231 W 29th St Suite 706 New York NY 10001 Art21 Archive project support 25000 Benaroya Hall Attn Donor Relations PO Box 21906 Seattle WA 98111 Robert Rauschenberg piece resinstallation 50000 Cascade Public Media 316 Broadway Seattle WA 98122 Seattle WA 98122 $10,000 for General support; $50,000 for Pledge pmt 4 of 6 60000 Climate Solutions 1809 7th Ave Suite 1212 Seattle WA 98101 General support 10000 Devereux Advanced Behavioral Health National Headquarters 444 Devereux Villanova PA 19085 General support 10000 Friends of Waterfront Park 1201 Alaskan Way Suite 200 Seattle WA 98101 Campaign for Waterfront Park 25000 Henry Gallery Association Henry Art Gallery Box 351410 Seattle WA 98195 Pledge pmt 3 of 3 100000 Hirshhorn Museum&SculptureGarden PO Box 418320 Boston MA 02241 $25,000 for Annual Spring Luncheon support; $50,000 for NY Gala Vice Chair table 75000 Hopewell Fund Attn Lockbock Department PO Box 38068 Melville NY 11747 Vote Forward Education Fund 25000 Leukemia & Lymphoma Society 2865 Polo Island Dr Wellington FL 33414 Maria Salas-Shirley Stride Against Strive 50000 National Gallery of Art 2000 South Club Dr Landover MD 20785 $50,000 for Collectors Committee anniversary gift; $20,000 for Collectors Committee renewal: Jon & Kim 70000 Pacific Historic Parks Corporate Office 94-1187 Ka Uka Boulevard Waipahu HI 96797 General support 10000 Pebble Beach Company Foundation PO Box 222860 C Carmel Valley CA 93922 In memory of Erick Shirley 25000 Petersen Automotive Museum 6060 Wilshire Blvd Los Angeles CA 90036 Jon Shirley 2025 renewal tax-deductible portion 1420 ProPublica 155 Avenue of the Americas 13th Fl New York NY 10013 General support 5000 Rwanda Girls Initiative PO Box 325 Medina WA 98039 General support 10000 Seatle Art Cars 5029 26th Ave SW Seattle WA 98106 Seattle Artcars 4500 The Piston Foundation PO Box 4611 Greenwich CT 06830 General support 10000 University of Washington Foundation Box 358045 Seattle WA 98195 Pledge pmt 2 of 4 Stan Herring, Sports Institute 25000 Crystal Bridges Museum of American Art 600 Musuem Way Bentonville AR 72712 General support 10000 CARE 151 Ellis St NE Atlanta GA 30303 General support 50000 9656920 14 130204 18 912627 18 6893650 SCHEDULE K-1 INCOME 18 8893 7945374 7945374 false false false false false false false false false false APPLE INC 3.2% 0 0 VANGUARD S&P 500 EFT 2528567 8199156 ISHARES 7-10 YEAR 1355294 1410438 SCHWAB US TIPS ETF 682394 718191 VANGUARD EMERGING MKT 0 0 VANGUARD TOTAL BOND 5756812 6013038 VANGUARD STC ETF DV 0 0 VANGUARD FTSE EMERGING 816622 1089235 VANGUARD FTSE EUROPE 2852016 3575758 VANGUARD FTSE PACIFIC 1911572 2363335 VANGUARD REAL ESTATE 1025259 1184346 VANGUARD SMALL CAP ETF 1223238 1624341 VANGUARD VALUE ETF 2522146 3326982 VANGUARD GROWTH ETF 2896808 3288686 VANGUARD MORTGAGE BACKED 1590652 1640078 VANGUARD SHRT INF PROT 1064060 1092140 4055552 4318384 TIFF REALTY AND RESOURCES III AT COST 91249 90919 TIFF REALTY AND RESOURCES 2008 AT COST 22096 108141 AUGUST CAPITAL IV LP AT COST 63469 39028 AUGUST CAPITAL V LP AT COST 995607 417711 AUGUST CAPITAL V SPECIAL OPP AT COST 93869 91293 TIFF REALTY AND RESOURCES II AT COST 0 0 PORTFOLIO EXPENSES ON K-1S 7130 7130 13 PARTNERS PRIVATE EQUITY LP 209295 399188 TIFF REALTY AND RESOURCES II L 0 4309