Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 10-01-2013 , and ending 09-30-2014
Name of foundation
THE JON & MARY SHIRLEY FOUNDATION
C/O GROFF MURPHY TRACHTENBERG & EVERARD

Number and street (or P.O. box number if mail is not delivered to street address)300 E PINE ST   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98122
A Employer identification number

94-3163120
B Telephone number (see instructions)

(206) 832-1480
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$41,286,702J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 5,475,240
2 Check bullet
3 Interest on savings and temporary cash investments 339,980 339,980  
4 Dividends and interest from securities...... 629,940 629,940  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -2,951,449
b Gross sales price for all assets on line 6a 8,608,583
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 21,814 21,814  
12 Total. Add lines 1 through 11........ 3,515,525 991,734  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,000 1,500   1,500
c Other professional fees (attach schedule).... Click to see attachment 249,498 249,498   0
17 Interest............... 2,082 2,082   0
18 Taxes (attach schedule) (see instructions) Click to see attachment 30,718 8,273   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 24,874 24,617   257
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 310,172 285,970   1,757
25 Contributions, gifts, grants paid........ 1,791,609 1,791,609
26 Total expenses and disbursements. Add lines 24 and 25 2,101,781 285,970   1,793,366
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,413,744
b Net investment income (if negative, enter -0-) 705,764
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)		 Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 415,412 823,367 823,367
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule) 3,248,641    
b Investments—corporate stock (attach schedule)........ 15,625,400 Click to see attachment15,995,681 21,812,031
c Investments—corporate bonds (attach schedule)........ 9,297,854 Click to see attachment13,676,790 13,802,121
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 4,515,050 Click to see attachment4,020,263 4,849,183
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 33,102,357 34,516,101 41,286,702
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted....................    
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds......... 3,891,882 3,891,882
28 Paid-in or capital surplus, or land, bldg., and equipment fund 23,250 23,250
29 Retained earnings, accumulated income, endowment, or other funds 29,187,225 30,600,969
30 Total net assets or fund balances (see page 17 of the
instructions).................... 33,102,357 34,516,101
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 33,102,357 34,516,101
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 33,102,357
2 Enter amount from Part I, line 27a..................... 2 1,413,744
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 34,516,101
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 34,516,101
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.) 		(b) How acquired
P—Purchase
D—Donation 		(c) Date acquired
(mo., day, yr.) 		(d) Date sold
(mo., day, yr.)
1 a ISHARES TR MSCI EAFE INDEX FD P    
b NEWMONT MING CORP HLDGCO P    
c VANGUARD IND TR VANGUARD TL STK MKT P    
d DUKE ENERGY CAROLINAS LLC P    
e M D URES GROUP INC P    
ISHARES TR MSCI EAFE INDEX FD P    
UNITED STATED TREAS NTS P    
ISHARES MSCI EMERGING MARKETS P    
NORFOLK SOUTHERN CRP P    
COLUMBIA SPORTSWEARCO P    
ZULILY INC COM P    
AT&T INC COM P    
MURPHY USA INC COM P    
UNITED STATES TREAS NTS 2% P    
ZULILY INC COM P    
PROT??G?? PARTNERS QP FUND LTD P    
Q-BLK PRIV CAP II 2013 ACTUAL K-1 P    
Q-BLK PRIV CAP II 2013 ACTUAL K-1 P    
AUGUST CAPITAL IV, L.P. 2013 ACTUAL K-1 P    
AUGUST CAPITAL V, L.P. 2013 ACTUAL K-1 P    
AUGUST CAPITAL V, L.P. 2013 ACTUAL K-1 P    
AUGUST CAPITAL V SPECIAL OPPORTUNITIES 2013 ACTUAL K-1 P    
TIFF REALTY AND RESOURCES II, LLC 2013 ACTUAL K-1 P    
TIFF REALTY AND RESOURCES II, LLC 2013 ACTUAL K-1 P    
TIFF REALTY AND RESOURCES III, LLC 2013 ACTUAL K-1 P    
TIFF R&R 2008, LLC 2013 ACTUAL K-1 P    
TIFF R&R 2008, LLC 2013 ACTUAL K-1 P    
THIRTEEN PTNRS PE 2013 ACTUAL K-1 P    
THIRTEEN PTNRS PE 2013 ACTUAL K-1 P    
SALE OF JEWELRY D    
(e) Gross sales price (f) Depreciation allowed
(or allowable) 		(g) Cost or other basis
plus expense of sale 		(h) Gain or (loss)
(e) plus (f) minus (g)
a 406,466   348,957 57,509
b 169,362   330,565 -161,203
c 658,390   487,947 170,443
d 500,000   500,000 0
e 459,096   309,713 149,383
242,708   200,376 42,332
1,679,511   1,627,354 52,157
159,212   103,756 55,456
94,150   59,725 34,425
505,267   280,364 224,903
188,421   2,864 185,557
354,593   294,409 60,184
61,774   38,462 23,312
1,700,568   1,621,287 79,281
187,623   2,863 184,760
1,442     1,442
      1,579
      69,307
      2,111
      -371
      93,365
      -125,448
      -5,281
      5,959
      18,032
      124
      29,190
      346
      34,937
1,240,000   5,475,240 -4,235,240
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69 		(k) Excess of col. (i)
over col. (j), if any
a       57,509
b       -161,203
c       170,443
d       0
e       149,383
      42,332
      52,157
      55,456
      34,425
      224,903
      185,557
      60,184
      23,312
      79,281
      184,760
      1,442
      1,579
      69,307
      2,111
      -371
      93,365
      -125,448
      -5,281
      5,959
      18,032
      124
      29,190
      346
      34,937
      -4,235,240
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -2,951,449
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . . 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 1,838,744 37,315,631 0.049275
2011 1,677,402 34,952,723 0.047991
2010 1,668,392 37,037,215 0.045046
2009 1,709,571 34,541,947 0.049493
2008 1,839,020 30,750,059 0.059805
2 Total of line 1, column (d) ...................... 2 0.251610
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years. . . 		3 0.050322
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 38,587,028
5 Multiply line 4 by line 3....................... 5 1,941,776
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 7,058
7 Add lines 5 and 6......................... 7 1,948,834
8 Enter qualifying distributions from Part XII, line 4.............. 8 1,793,366
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 14,115
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 14,115
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,115
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 38,427
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 38,427
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 24,312
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet24,312 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJERRY EVERARD Telephone no.bullet (206) 832-1480
    Located atbullet300 E PINE STSEATTLEWA ZIP+4bullet98122
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to
    employee benefit plans
    and deferred compensation     		(e) Expense account,
    other allowances
    JON A SHIRLEY DIRECTOR
    2.00     		0 0 0
    PO BOX 685
    MEDINA,WA98039
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,929,351
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    14,115
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,115
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,915,236
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,915,236
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    1,915,236
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2012     		(c)
    2012     		(d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 1,915,236
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008....... 270,650
    b From 2009.......  
    c From 2010.......  
    d From 2011.......  
    e From 2012.......  
    fTotal of lines 3a through e......... 270,650
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 1,793,366
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......     		0
    c Treated as distributions out of corpus (Election
    required—see instructions).........     		0
    d Applied to 2013 distributable amount..... 1,793,366
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2013. 121,870 121,870
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 148,780
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............     		0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...     		148,780
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2009....  
    b Excess from 2010....  
    c Excess from 2011....  
    d Excess from 2012....  
    e Excess from 2013....  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    JON A SHIRLEY
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ARTIST TRUST
    1835 12TH AVE
    SEATTLE,WA981222437     		  509(A)(1) SUPPORT GRANTS AND FELLOWSHIPS FOR ARTISTS 25,000
    ARTSFUND
    PO BOX 19790
    SEATTLE,WA98109     		  509(A)(1) ARTS BENEFACTOR CIRCLE. IN SUPPORT OF ARTS ORGANIZATIONS.80% TO KING CNTY/20% PIERCE CNTY 15,000
    ARTSFUND
    PO BOX 19790
    SEATTLE,WA98109     		  509(A)(1) ARTSFUND FOR CULTURAL ACCES WA. MAKING ARTS AVAILABLE TO ALL IN WA 5,000
    ARTSWEST
    PO BOX 16152
    SEATTLE,WA98116     		  509(A)(1) GALLARY SPONSOR. IN SUPPORT OF PRODUCTION OF ARTISTIC EVENTS. 5,000
    BELLEVUE ARTS MUSEUM
    510 BELLEVUE WAY NE
    BELLEVUE,WA98004     		  509(A)(1) PLATINUM CIRCLE. GENERAL MUSEUM SUPPORT. 10,000
    CORNISH COLLEGE OF THE ARTS
    1000 LENORA ST
    SEATTLE,WA98121     		  509(A)(1) THE CAMPAIGN FOR CORNISH. GENERAL SCHOOL SUPPORT. 4TH PAYMENT OF FOUR EQUAL OVER 4 YRS. 500,000
    CRAFT EMERGENCY RELIEF FUND
    PO BOX 838
    MONTPELIER,VT05601     		  509(A)(1) FINANCIAL ASSISTANCE FOR CRAFT ARTISTS IN NEED. 5,000
    FORTERRAFRIENDS OF WATERFRONT SEATTLE
    901 5TH AVESTE 220
    SEATTLE,WA98101     		  509(A)(1) SUPPORT OF "WATERFRONT SEATTLE PROJECT." LONG-TERM VISION FOR WATERFRONT IMPROVEMENT. 25,000
    FUSE INNOVATION FUND
    1402 THIRD AVE SUITE 510
    SEATTLE,WA98101     		  509(A)(1) SUPPORT OF EDUCATION FOR CRITICAL ISSUES IN WASHINGTON. 20,000
    GAGE ACADEMY OF ART
    1501 TENTH AVEE
    SEATTLE,WA98102     		  509(A)(1) ANNUAL FUND, $20,000. PROVIDE VISUAL ARTS EDUCATION FOR YOUTH. 20,000
    HENRY GALLERY ASSOCIATION
    UNIVERSITY OF WASHINGTON BOX 351410
    SEATTLE,WA981951410     		  509(A)(1) FUNDRAISER GALA. GENERAL MUSEUM SUPPORT 10,000
    HENRY GALLERY ASSOCIATION
    UNIVERSITY OF WASHINGTON BOX 351410
    SEATTLE,WA981951410     		  509(A)(1) ARTIST'S CIRCLE. GENERAL MUSEUM SUPPORT 10,000
    HUNTSVILLE MUSEUM OF ART
    300 CHURCH ST S
    HUNTSVILLE,AL35801     		  509(A)(1) EXHIBITION SPONSORSHIP: "AESTHETIC ENGINEERING," ARTIST, GINNY RUFFNER 5,000
    INTERNATIONAL ARTS & ARTISTS
    9 HILLYER COURT NW
    WASHINGTON,DC20008     		  509(A)(1) IN SUPPORT OF TRAVELING EXHIBITIONS TO MUSEUMS AND COMMUNTIES ACROSS THE COUNTRY. 25,000
    INTERNATIONAL SCULPTURE CENTER
    19 FAIRGROUNDS RD SUITE B
    HAMILTON,NJ086193450     		  509(A)(1) IN SUPPORT OF OUTSTANDING STUDENT ACHIEVEMENT IN CONTEMPORARY SCULPTURE AWARD PROGRAM. 25,000
    JUVENILE DIABETES RESEARCH FOUNDATION
    355 TRANE LANE
    KNOXVILLE,TN37919     		  509(A)(1) SUPPORT JUVENILE DIABETES RESEARCH. IN MEMORY OF PATRICIA ANN GUILLOT 500
    KCTS9
    401 MERCER ST
    SEATTLE,WA981099878     		  509(A)(1) GENERAL SUPPORT OF PUBLIC TELEVISION. LEADERSHIP CIRCLE. 10,000
    KING COUNTY SEARCH & RESCUE
    PO BOX 4883
    FEDERAL WAY,WA98063     		  509(A)(1) SUPPORT SEARCH AND RESCUE ACTIVITIES IN KING COUNTY WASHINGTON. 500
    KPLU
    12180 PARK AVE S
    TACOMA,WA984470885     		  509(A)(1) GENERAL PUBLIC RADIO SUPPORT 5,000
    KUOW PUGET SOUND FM PUBLIC RADIO
    PO BOX 84148
    SEATTLE,WA98124     		  509(A)(1) IN SUPPORT OF PUBLIC RADIO. 1,000
    LEMAY-AMERICA'S CAR MUSUEM
    PO BOX 1117
    TACOMA,WA98401     		  509(A)(1) RACE TO THE FINISH PLEDGE. GENERAL MUSUEM SUPPORT. 3RD OF FOUR EQUAL ANNUAL PAYMENTS 25,000
    LOS ANGELES MUSEUM OF THE HOLOCAUST
    100 S THE GROVE DR
    LOS ANGELES,CA90036     		  509(A)(1) IN SUPPORT OF MARIA FRANK ABRAMS EXHIBITIONS. 1,000
    MIT SLOAN SCHOOL OF MANAGEMENT
    77 MASSACHUSETTS AVE E60-200
    CAMBRIDGE,MA02139     		  509(A)(1) GENERAL SCHOOL SUPPORT. IN MEMORY OF ASSEN NICOLOV. 250
    MUSEUM OF MODERN ART
    11 WEST 53 ST
    NEW YORK,NY100195497     		  509(A)(1) CHAIRMAN'S COUNCIL. GENERAL MUSEUM SUPPORT. 50,000
    MUSEUM OF MODERN ART
    11 WEST 53 ST
    NEW YORK,NY100195497     		  509(A)(1) CHAIRMAN'S COUNCIL. GENERAL MUSEUM SUPPORT. 1,875
    NATIONAL GALLERY OF ART
    2000B SOUTH CLUB DR
    LANDOVER,MD20785     		  509(A)(1) COLLECTORS COMMITTEE. GENERAL MUSEUM SUPPORT. 15,000
    NPR FOUNDATION
    DEPARTMENT 6054
    WASHINGTON,DC20042     		  509(A)(1) GENERAL SUPPORT FOR NATIONAL PUBLIC RADIO 10,000
    ORCA RELIEF CITIZENS' ALLIANCE
    PO BOX 1969
    FRIDAY HARBOR,WA98250     		  509(A)(1) SUPPORT ORCA WHALE PROTECTION THROUGH RESEARCH 20,000
    PARRISH ART MUSEUM
    279 MONTAUK HIGHWAY
    WATER MILL,NY11976     		  509(A)(1) SUPPORT EXHIBIT. "CHUCK CLOSE PHOTOGRAPHS" 50,000
    PEBBLE BEACH COMPANY FOUNDATION CO PEBBLE BEACH CONCOURS D'ELEGANCE
    PO BOX 222860
    CARMEL,CA93922     		  509(A)(1) IN SUPPORT OF EDUCATIONALLY ORIENTED INSTITUTIONS IN MONTEREY COUNTY 25,000
    PETERSEN AUTOMOTIVE MUSEUM
    6060 WILSHIRE BLVD
    LOS ANGELES,CA900363605     		  509(A)(1) GENERAL MUSEUM SUPPORT. 1,300
    PETERSEN AUTOMOTIVE MUSEUM
    6060 WILSHIRE BLVD
    LOS ANGELES,CA900363605     		  509(A)(1) GENERAL MUSEUM SUPPORT. 200
    PRATT FINE ARTS CENTER
    1902 S MAIN ST
    SEATTLE,WA981442206     		  509(A)(1) SCHOLARSHIP IN GLASS FOR ACADEMIC YEAR 2014-2015. 3,750
    SEATTLE AQUARIUM
    PO BOX 24458
    SEATTLE,WA98124     		  509(A)(1) GENERAL MUSEUM SUPPORT. 1,000
    SEATTLE ART MUSEUM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) FUND FOR SPECIAL EXHIBITION. 2ND OF 4 EQUAL-ANNUAL PLEDGE PAYMENTS 375,000
    SEATTLE ART MUSEUM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) PARTY IN THE PARK SUPPORT TO BENEFIT ARTISTIC AND OUTREACH PROGRAMS 20,700
    SEATTLE ART MUSUEM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) CONTEMPORTY COLLECTORS FORUM. GENERAL MUSUEM SUPPORT. 5,000
    SEATTLE ART MUSUEM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) COMMITTEE ON THE COLLECTION. GENERAL MUSEUM SUPPORT. 1,250
    SEATTLE ART MUSUEM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) GENERAL MUSEUM SUPPORT. UNITED WAY EMPLOYEE GIVING CAMPAIGN. 200
    SEATTLE ARTCARS
    5029 26TH AVE SW
    SEATTLE,WA98106     		  509(A)(1) ARTCAR BLOWOUT. GENERAL FESTIVAL SUPPORT. 4,500
    SOVERN GUILD
    704 228TH AVE NE PMB 111
    SAMMAMISH,WA98074     		  509(A)(1) CHILDREN'S HOSPITAL CHECKERED FLAG CHAMPIONS CLUB. UNCOMPENSATED CARE. 10,000
    STONY BROOK FOUNDATION POLLOCK - KRASNER HOUSE & STUDY CENTER
    830 FIREPLACE RD
    EAST HAMPTON,NY119371512     		  509(A)(1) GENERAL FUNDS TO PRESERVE ARTIST'S STUDIO. PUBLIC PROGRAMS TO PROMOTE MODERN ART. 3,000
    TACOMA ART MUSEUM
    1701 PACIFIC AVE
    TACOMA,WA98402     		  509(A)(1) PATRON CIRCLE MEMBERSHIP PLEDGE. SUPPORT FOR TWO SPECIAL EXHIBITS. FINHAL OF TWO PAYMENTS 12,500
    TACOMA ART MUSEUM
    1701 PACIFIC AVE
    TACOMA,WA98402     		  509(A)(1) FUND FOR ACQUISITION OF THE JULIE SPEIDEL OUTDOOR SCULPTURE ($100,000 PLEDGE) 1ST OF 3 ANNUAL PAYMENTS 33,334
    THE HILL SCHOOL OFFICE OF ADVANCEMENT
    717 EAST HIGH ST
    POTTSTOWN,PA19464     		  509(A)(1) THE HILL FUND (FORMERLY ANNUAL FUND). UNRESTRICTED GIFT FOR VARIOUS SCHOOL PROGRAMS. 50,000
    THE TRUST FOR PUBLIC LAND WASHINGTON
    901 5TH AVESTE 1520
    SEATTLE,WA98164     		  509(A)(1) GENERAL SUPPORT FOR PERSERVATION OF WILDERNESS, PARKS, GARDENS AND TRAILS. DESIGNATED TO WA STATE. 10,000
    UNITED WAY OF KING COUNTY
    720 SECOND AVE
    SEATTLE,WA98104     		  509(A)(1) DESIGNATED 50% TO UNITED WAY OF KING COUNTY AND 50% WA WOMEN IN NEED (1ST OF 5 EQUAL ANNUAL PLEDGE PAYMENTS) 200,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    BOX 359505
    SEATTLE,WA98195     		  509(A)(1) SUPPORT FOR GEORGE SUYAMA GALLERY IN GOULD HALL. 25,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    BOX 359505
    SEATTLE,WA98195     		  509(A)(1) SUPPORT FOR INSTITUTE FOR PROTEIN DESIGN, UNIVERSITY OF WA SCHOOL OF MEDICINE 25,000
    UNIVERSITY OF WASHINGTON SCHOOL OF LAW
    BOX 353020 WILLIAM H GATES HALL
    SEATTLE,WA98195     		  509(A)(1) PLEDGE PAYMENT. GENERAL SUPPORT. 1ST OF THREE EQUAL ANNUAL PAYMENTS 10,000
    WASHINGTON BUS EDUCATION FUND
    PO BOX 20188
    SEATTLE,WA98102     		  509(A)(1) SUPPORT EDUCATION OF YOUNG PEOPLE IN THE POLITICAL PROCESS 25,000
    WASHINGTON PROGRESS FUND CO PROGRESS ALLIANCE WASHINGTON
    1402 THIRD AVE SUITE 201
    SEATTLE,WA98101     		  509(A)(1) INVESTING IN THE COMMUNITY. 25,000
    WELLINGTON CHRISTIAN SCHOOL
    1000 WELLINGTON TRACE
    WELLINGTON,FL33414     		  509(A)(1) GENERAL SCHOOL SUPPORT. 500
    WHITNEY MUSEUM OF AMERICAN ART
    945 MADISON AVE
    NEW YORK,NY10021     		  509(A)(1) CHAIRMAN'S COUNCIL. GENERAL MUSEUM SUPPORT. 25,000
    WING LUKE ASIAN MUSEUM
    719 S KING ST
    SEATTLE,WA98104     		  509(A)(1) LEADERSHIP CIRCLE/ANNUAL FUND DRIVE. GENERAL MUSEUM SUPPORT 4,000
    WOUNDED WARRIOR PROJECT NATIONAL PROCESSING CENTER
    PO BOX 758540
    TOPEKA,KS66675     		  509(A)(1) ASSIST WOUNDED SERVICE MEMBERS. 250
    Total .................................bullet 3a 1,791,609
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............     		    14 339,980  
    4 Dividends and interest from securities....     14 629,940  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............     		         
    7 Other investment income.....     14 21,814  
    8
    Gain or (loss) from sales of assets other than inventory .............     		    18 -2,951,449  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 -1,959,715 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13-1,959,715
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



    Firm's addressbullet







         		Firm's EINbullet
    Phone no.
    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors
    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Information about Schedule B (Form 990, 990-EZ, or 990-PF) and its instructions is at www.irs.gov/form990.
    OMB No. 1545-0047
    2013
    Name of the organization
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD
    Employer identification number

    94-3163120
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ





    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note. Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......................... Arrow Bullet $  
    Caution. An organization that is not covered by the General Rule and/or the Special Rules does not file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its
    Form 990-EZ or on its Form 990PF, Part I, line 2, to certify that it does not meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 2
    Name of organization
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD         		Employer identification number

    94-3163120
    Part I
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
     
     

    JON A SHIRLEY  
    P O BOX 685
     
    MEDINA, WA98039

    		$5,475,240


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     

       
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 3
    Name of organization
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD         		Employer identification number

    94-3163120
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
    1
    		 JEWELRY $5,475,240 2014-02-12
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    (a) No.
    from
    Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (see instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)
    Page 4
    Name of organization
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD         		Employer identification number

    94-3163120
    Part III
    Exclusively religious, charitable, etc., individual contributions to section 501(c)(7), (8), or (10) organizations
    that total more than $1,000 for the year. Complete columns (a) through (e) and the following line entry.
    For organizations completing Part III, enter the total of exclusively religious, charitable, etc.,
    contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a) No.
    from
    Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2013)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2013 AccountingFeesSchedule
    Name:
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD
    EIN: 94-3163120
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,000 1,500   1,500

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD
    EIN: 94-3163120
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DOMINION RES INC VA BDS 517,661 522,327
    PUGET SOUND ENERGY INC 258,195 261,180
    COMMOWEALTH EDISON 1ST MGT 800,883 818,805
    MISSISSIPPI POWER CO 253,392 256,450
    BURLINGTON NORTHN SANTA FE CP 5.4% 1,078,106 1,108,730
    BURLINGTON NORTHN SANTA FE CP 4.7% 275,615 278,150
    BERKSHIRE HATHAWAY FIN CORP 1,080,754 1,122,200
    AT&T INC NOTES 284,847 286,485
    BP CAP MKTS PLC 552,090 550,700
    GEORGIA POWER COMPANY 271,564 274,665
    MIDAMERICAN ENERGY CO 303,390 313,551
    NORDSTROM INC NOTE 536,753 550,940
    DUKE ENERGY INDIANA INC 448,777 451,631
    PACIFIC GAS & ELEC CO 261,062 260,135
    PEPSICO INC BOND 3% 772,238 763,583
    PEPSICO INC NOTE 3.125% 126,797 129,189
    TOTAL CAPITAL INTL SA NOTE 2.875% 494,825 491,450
    TOTAL CAPITAL INTL SA NOTE 3.7% 508,440 512,730
    AVISTA CORP MAKE WHOLE 459,503 455,876
    VERIZON COMMUNICATIONS 105,331 108,868
    WAL-MART STORES 558,097 550,320
    DOMINION RESOURCES INC NOTE 102,140 96,878
    PACIFICORP BOND 519,084 513,465
    PACIFICORP BOND 2.95% 195,714 201,206
    PACIFICORP IMTG BD 2.95% 391,000 395,528
    IBM CORP BOND 493,045 504,835
    DU PONT E I DE NEMOURS & CO 274,976 275,014
    UNION PACIFIC CORP BOND 301,573 312,390
    ENTERGY LA LLC 1ST MTGBD 408,610 402,620
    ENTERGY ARK INC 1M BD 3.7% 519,745 514,000
    COCA COLA CO NT 3.3% 522,583 518,220

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD
    EIN: 94-3163120
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD IND TR VANGUARD TL STK MKT 4,879,141 7,135,500
    ABB LTD ADR EACH REPR 367,119 448,200
    ABBIVE INC 179,320 231,040
    AUTO DTA PROCESSING INC 309,140 498,480
    BANK OF MONTREAL COM NPV 283,326 368,100
    BRISTOL MYERS SQUIBB 155,533 255,900
    COCA COLA CO 343,892 426,600
    FIRST NATIONAL BK ALASKA 168,450 322,620
    GREIF INC CL A 225,820 219,050
    INTEL CORP 298,400 522,300
    ISHARES TR MSCI EAFE INDEX FD 517,510 600,484
    MERCK & CO INC NEW CO 163,850 296,400
    MICROSOFT 203,625 347,700
    MOSAICCO NEWCOM 359,292 333,075
    MURPHY OIL CORP 238,446 284,550
    NESTLE SA SPON ADR EACH REPR 360,887 477,893
    NORFOLK SOUTHERN 238,898 446,400
    PEPSICO INC 315,515 465,450
    REPUBLIC SERVICES INC CL A 284,636 390,200
    ROYAL DUTCH SHELL ADR 196,787 237,360
    SYSCO CORP 210,828 303,600
    TOTAL SPON ADR EA REP 293,834 386,700
    UNILEVER PLC ADS-EA 405,610 523,750
    VERIZON COMMUNICATIONS 217,497 287,443
    WASHINGTON FEDERAL INC 339,684 407,200
    CISCO SYS INC 340,413 377,550
    ABBOTT LABORATORIES 368,857 415,900
    TRANSOCEAN LIMITED COM CHF15 86,692 63,940
    BROADRIDGE FINANCIAL SOLUTIONS 294,464 333,040
    TARGET CORP 284,291 313,400
    TELEFONICA BRASIL SA SPON ADR 406,948 393,600
    UNITED TECHNOLOGIES CORP 270,879 264,000
    RAYONIER ADVANCED MATERIALS 279,481 329,100
    HEALTH CARE REIT INC 406,033 467,775
    PLUM CREEK TIMBER CO INC 264,530 390,100
    POTLATCH CORP NEW COM 164,734 221,155
    PUBLIC STORAGE INC 528,593 1,019,916
    RAYONIER INC 354,371 513,810
    WA REAL ESTATE INVT TR 264,268 253,800
    WEYERHAEUSER CO COM 124,087 238,950

    TY 2013 InvestmentsOtherSchedule2
    Name:
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD
    EIN: 94-3163120
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    TIFF REALTY AND RESOURCES II AT COST 280,468 370,235
    TIFF REALTY AND RESOURCES III AT COST 587,885 707,631
    TIFF R&R 2008 AT COST 510,181 663,618
    AUGUST CAPITAL IV LP AT COST 378,436 350,793
    AUGUST CAPITAL V LP AT COST 725,713 727,070
    AUGUST CAPITAL V SPECIAL OPP AT COST 399,789 391,960
    Q-BLK PRIVATE CAPITAL II PARALLEL AT COST 557,624 842,188
    13 PARTNERS PRIVATE EQ 2008 AT COST 580,167 795,688

    TY 2013 OtherExpensesSchedule
    Name:
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD
    EIN: 94-3163120
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMIN FEE 480 240   240
    LICENSE 35 18   17
    INSURANCE 24,359 24,359   0


    TY 2013 OtherIncomeSchedule2
    Name:
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD
    EIN: 94-3163120
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PASS-THROUGH INCOME(LOSS) 21,814 21,814 21,814


    TY 2013 OtherProfessionalFeesSchedule
    Name:
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD
    EIN: 94-3163120
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE/CUSTODIAN FEES 102,349 102,349   0
    PASS-THROUGH ENTITY DEDUCTIONS 147,149 147,149   0


    TY 2013 TaxesSchedule
    Name:
    THE JON & MARY SHIRLEY FOUNDATION
    C/O GROFF MURPHY TRACHTENBERG & EVERARD
    EIN: 94-3163120
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 22,445 0   0
    FOREIGN TAXES 8,273 8,273   0