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.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2015
Open to Public Inspection
For calendar year 2015, or tax year beginning 10-01-2015 , and ending 09-30-2016
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:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$39,842,029J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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)  
2 Check bullet Sch. B .............
3 Interest on savings and temporary cash investments 320,906 320,906  
4 Dividends and interest from securities... 522,727 522,727  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,160,773
b Gross sales price for all assets on line 6a 17,315,105
7 Capital gain net income (from Part IV, line 2)... 4,160,773
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 16,713 16,713  
12 Total. Add lines 1 through 11........ 5,021,119 5,021,119  
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)......... Click to see attachment 395 197   198
b Accounting fees (attach schedule)....... Click to see attachment 7,000 3,500   3,500
c Other professional fees (attach schedule).... Click to see attachment 143,830 143,830   0
17 Interest............... 1,290 1,290   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 156,868 2,400   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 365 183   182
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 309,748 151,400   3,880
25 Contributions, gifts, grants paid....... 3,325,800 3,325,800
26 Total expenses and disbursements. Add lines 24 and 25 3,635,548 151,400   3,329,680
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,385,571
b Net investment income (if negative, enter -0-) 4,869,719
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2015)
Form 990-PF (2015)
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......... 2,722,594 3,494,680 3,494,680
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)      
b Investments—corporate stock (attach schedule)....... 14,761,459 Click to see attachment16,363,287 19,317,087
c Investments—corporate bonds (attach schedule)....... 13,726,359 Click to see attachment12,958,638 13,579,981
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,407,276 Click to see attachment3,524,425 3,450,281
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) 34,617,688 36,341,030 39,842,029
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 30,702,556 32,425,898
30 Total net assets or fund balances (see instructions)..... 34,617,688 36,341,030
31 Total liabilities and net assets/fund balances (see instructions). 34,617,688 36,341,030
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
34,617,688
2
Enter amount from Part I, line 27a .....................
2
1,385,571
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
337,771
4
Add lines 1, 2, and 3 ..........................
4
36,341,030
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
36,341,030
Form 990-PF (2015)
Form 990-PF (2015)
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 Boeing Co     2015-12-10
b Cummins Inc     2015-12-10
c Qualcomm Inc     2015-12-10
d Tyson Foods Inc - CL A     2015-12-10
e Xilinx Inc     2015-12-10
Abbott Laboratories     2015-12-10
Abbive Inc     2015-12-10
Automatic Data Processing Inc     2015-12-10
Bank of Montreal     2015-12-10
Bristol Myers Squibb CO     2015-12-10
Bristol Myers Squibb CO     2015-12-10
Broadridge Financial Solutions Inc     2015-12-10
CDK Global Inc     2015-12-10
Cisco Systems Inc     2015-12-10
Cisco Systems Inc     2015-12-10
Coca Cola Company     2015-12-10
First National Bank Alaska Com     2015-12-10
First National Bank Alaska Com     2015-12-10
Intel Corp     2015-12-10
Intel Corp     2015-12-10
iShares MSCI EAFE EFT     2015-12-10
Merck & Co Inc     2015-12-10
Microsoft Corp     2015-12-10
Mosaic Company     2015-12-10
Mosaic Company     2015-12-10
Nestle SA-Sponsored ADR     2015-12-10
Nestle SA-Sponsored ADR     2015-12-10
Pepsioc Inc     2015-12-10
Plum Creek Timber Co Inc     2015-12-10
Plum Creek Timber Co Inc     2015-12-10
Potlatch Corporation     2015-12-10
Public Storage     2015-12-10
Public Storage     2015-12-10
Schlumberger LTD     2015-12-10
Smucker J M Company     2015-12-10
Total S A 1 ADR     2015-12-10
Total S A 1 ADR     2015-12-10
Unilever PLC     2015-12-10
Unilever PLC     2015-12-10
United Technologies Corp     2015-12-10
Washington Federal Inc     2015-12-10
Washington Real Estate Investment     2015-12-10
Washington Real Estate Investment     2015-12-10
Welltower Inc Com     2015-12-10
Welltower Inc Com     2015-12-10
Welltower Inc Com     2015-12-10
Weyerhaeuser Co     2015-12-10
Vanguard Index TR     2016-08-29
Vanguard S&P 500 EFT     2016-08-29
BP CAP Mkts P L C     2016-02-10
Commonwealth Edison Co     2016-08-15
Q-Blk Priv Cap II 2014 Actual K-1 P    
Q-Blk Priv Cap II 2014 Actual K-1 P    
August Capital IV, L.P. 2014 Actual K-1 P    
August Capital IV, L.P. 2014 Actual K-1 P    
August Capital V, L.P. 2014 Actual K-1 P    
August Capital V, L.P. 2014 Actual K-1 P    
August Capital V Special Opportunities, L.P. 2014 Actual K-1 P    
August Capital V Special Opportunities, L.P. 2014 Actual K-1 P    
Tiff Realty and Resources II, LLC 2014 Actual K-1 P    
Tiff Realty and Resources II, LLC 2014 Actual K-1 P    
Tiff Realty and Resources III, LLC 2014 Actual K-1 P    
Tiff R&R 2008, LLC 2014 Actual K-1 P    
Tiff R&R 2008, LLC 2014 Actual K-1 P    
Thirteen Ptnrs PE 2014 Actual K-1 P    
Thirteen Ptnrs PE 2014 Actual K-1 P    
(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 290,875   263,952 26,923
b 359,392   463,809 -104,417
c 365,458   524,275 -158,817
d 662,926   483,904 179,022
e 479,609   391,449 88,160
453,047   368,857 84,190
223,725   179,320 44,405
515,172   270,066 245,106
287,174   283,326 3,848
205,803   89,935 115,868
137,202   65,598 71,604
421,197   294,464 126,733
91,843   39,074 52,769
266,191   227,413 38,778
133,095   113,000 20,095
425,387   343,891 81,496
176,140   93,900 82,240
102,748   74,550 28,198
173,645   100,400 73,245
347,290   198,000 149,290
555,338   517,510 37,828
264,991   163,849 101,142
414,794   203,625 211,169
151,602   242,963 -91,361
75,801   116,328 -40,527
371,426   272,564 98,862
111,428   88,323 23,105
492,134   315,515 176,619
243,622   143,216 100,406
243,622   121,312 122,310
170,181   164,734 5,447
723,990   257,850 466,140
760,190   270,743 489,447
215,508   261,270 -45,762
609,765   507,790 101,975
23,318   23,504 -186
69,955   67,365 2,590
424,825   323,770 101,055
106,206   81,840 24,366
233,492   270,879 -37,387
484,021   339,684 144,337
191,013   188,233 2,780
68,092   61,414 6,678
94,294   67,600 26,694
125,726   111,550 14,176
157,157   157,714 -557
232,096   124,087 108,009
780,000   488,444 291,556
1,523,855   1,435,291 88,564
528,744   523,139 5,605
750,000   750,011 -11
      1,392
      74,293
      3,485
      -61,966
      -2,425
      -20,939
      -885
      57,689
      -132
      10,886
      235,372
      -1,479
      47,865
      875
      32,937
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       26,923
b       -104,417
c       -158,817
d       179,022
e       88,160
      84,190
      44,405
      245,106
      3,848
      115,868
      71,604
      126,733
      52,769
      38,778
      20,095
      81,496
      82,240
      28,198
      73,245
      149,290
      37,828
      101,142
      211,169
      -91,361
      -40,527
      98,862
      23,105
      176,619
      100,406
      122,310
      5,447
      466,140
      489,447
      -45,762
      101,975
      -186
      2,590
      101,055
      24,366
      -37,387
      144,337
      2,780
      6,678
      26,694
      14,176
      -557
      108,009
      291,556
      88,564
      5,605
      -11
      1,392
      74,293
      3,485
      -61,966
      -2,425
      -20,939
      -885
      57,689
      -132
      10,886
      235,372
      -1,479
      47,865
      875
      32,937
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 4,160,773
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 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))
2014 1,789,376 40,181,310 0.044533
2013 1,793,366 38,587,028 0.046476
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
2
Total of line 1, column (d) .....................
20.233321
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
0.046664
4
Enter the net value of noncharitable-use assets for 2015 from Part X, line 5.....
4
38,527,857
5
Multiply line 4 by line 3......................
5
1,797,864
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
48,697
7
Add lines 5 and 6........................
7
1,846,561
8
Enter qualifying distributions from Part XII, line 4.............
8
3,329,680
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 (2015)
Form 990-PF (2015)
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 Bullet and enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 48,697
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 48,697
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 48,697
6 Credits/Payments:
a 2015 estimated tax payments and 2014 overpayment credited to 2015 6a 149,800
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.............. 7 149,800
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 1
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 10 101,102
11 Enter the amount of line 10 to be: Credited to 2015 estimated taxBullet101,102 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 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 2015 or the taxable year beginning in 2015 (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
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 2015, 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 FinCEN Form 114, Report of Foreign Bank and Financial Accounts (FBAR). If "Yes", enter the name of the foreign country bullet  
    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 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 2015?.............
    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 2015, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2015?.............
    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 2015 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 2015.)..................
    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 2015?
    4b
     
    No
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (Continued)
    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 4945(d)(4)(A)? (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 (2015)
    Form 990-PF (2015)
    Page 7
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 8
    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
    37,458,933
    b
    Average of monthly cash balances.......................
    1b
    1,655,643
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    39,114,576
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    39,114,576
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    586,719
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    38,527,857
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,926,393
    Part XI
    Distributable Amount bullet
    1
    Minimum investment return from Part X, line 6....................
    1
    1,926,393
    2a
    Tax on investment income for 2015 from Part VI, line 5......
    2a
    48,697
    b
    Income tax for 2015. (This does not include the tax from Part VI.)...
    2b
    1,443
    c
    Add lines 2a and 2b............................
    2c
    50,140
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,876,253
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,876,253
    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
    1,876,253
    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
    3,329,680
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    3,329,680
    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
    48,697
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    3,280,983
    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 (2015)
    Form 990-PF (2015)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2014     		(c)
    2014     		(d)
    2015
    1 Distributable amount for 2015 from Part XI, line 7 1,876,253
    2 Undistributed income, if any, as of the end of 2015:
    a Enter amount for 2014 only....... 177,323
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2015:
    a From 2010......  
    b From 2011......  
    c From 2012......  
    d From 2013......  
    e From 2014......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2015 from Part
    XII, line 4: bullet$ 3,329,680
    a Applied to 2014, but not more than line 2a 177,323
    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 2015 distributable amount..... 1,876,253
    e Remaining amount distributed out of corpus 1,276,104
    5 Excess distributions carryover applied to 2015. 0 0
    (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 1,276,104
    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 2014. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2016. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2015 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8Excess distributions carryover from 2010 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2016.
    Subtract lines 7 and 8 from line 6a ......     		1,276,104
    10 Analysis of line 9:
    a Excess from 2011....  
    b Excess from 2012....  
    c Excess from 2013....  
    d Excess from 2014....  
    e Excess from 2015.... 1,276,104
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 10
    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 2015, 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) 2015 (b) 2014 (c) 2013 (d) 2012
             
    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 or email address 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 (2015)
    Form 990-PF (2015)
    Page 11
    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. 30th anniversary year. 30,000
    ArtsFund
    PO Box 19790
    Seattle,WA98109     		  509(A)(1) Arts Benefactor Circle. In support of arts organizations.80% to King Cnty/20% Pierce Cnty 20,000
    Brothers for Life
    270 S Hanford St Ste 207
    Seattle,WA98134     		  509(A)(1) Assistance for Wounded Soldiers 501(c)3 2,500
    Craft Emergency Relief Fund
    PO Box 838
    Montpelier,VT05601     		  509(A)(1) Financial assistance for craft artists in need. 5,000
    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) Artist's Circle. General Museum Support 125,000
    Henry Gallery Association
    University of Washington Box 351410
    Seattle,WA981951410     		  509(A)(1) The Henry Now Campaign. General Museum Support. 3rd of four equal pledge payments 10,000
    Henry Gallery Association
    University of Washington Box 351410
    Seattle,WA981951410     		  509(A)(1) Designated for art purchase: Gary Hill's "Depth Charge" 10,000
    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
    KCTS9
    401 Mercer St
    Seattle,WA981099878     		  509(A)(1) General support of public television. Leadership Circle. 10,000
    Kidney Cancer Association
    PO Box 803338 38269
    Chicago,IL60680     		  509(A)(1) Kidney cancer research. Designated for "Yves Carcelle Research" In memory of Yves Carcelle 2,500
    Museum of Modern Art
    11 West 53 St
    New York,NY100195497     		  509(A)(1) Chairman's Council. General museum support. 7,500
    Museum of Modern Art
    11 West 53 St
    New York,NY100195497     		  509(A)(1) The International Council. General museum support. 50,000
    National Gallery of Art
    2000B South Club Dr
    Landover,MD20785     		  509(A)(1) Toward purchase of 'Keith' by Chuck Close 200,000
    National Gallery of Art
    2000B South Club Dr
    Landover,MD20785     		  509(A)(1) Collectors Committee. General museum support. 20,000
    New York Presbyterian Fund Inc
    850 Third Ave 12th Fl
    New York,NY10022     		  509(A)(1) In support of Youth Anxiety Center 25,000
    Northwest African American Museum
    2300 S Massachusetts St
    Seattle,WA98144     		  509(A)(1) General Musuem Support. 50,000
    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 25,000
    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
    Point Loma United Methodist Church
    1984 Sunset Cliffs Blvd
    San Diego,CA92107     		  509(A)(1) General support. In memory of Ben and Barbara Shirley 2,500
    Pratt Fine Arts Center
    1902 S Main St
    Seattle,WA981442206     		  509(A)(1) Scholarship in Glass for academic year 2016-2017. 7,500
    Saint Andrews School
    3900 Jog Rd
    Boca Raton,FL334349985     		  509(A)(1) General school support. 1,000
    Save KPLU
    2601 4th Ave Suite 150
    Seattle,WA98101     		  509(A)(1) Designated 501c(3) campaign to save KPLU as an independent radio station 150,000
    Seattle Art Museum
    1300 First Ave
    Seattle,WA98101     		  509(A)(1) Contemporary Collectors Forum. General musuem support. 1,250
    Seattle Art Museum
    1300 First Ave
    Seattle,WA98101     		  509(A)(1) Seattle Art Museum Supporters. General musuem support 5,000
    Seattle Art Musuem
    1300 First Ave
    Seattle,WA98101     		  509(A)(1) Endowment Fund. Pledge $10mm over 5 years. This year includes personal gift of SPLK stock valued at 1,202,084
    Seattle Art Musuem
    1300 First Ave
    Seattle,WA98101     		  509(A)(1) Contemporary Collectors Forum. General musuem support. 2015-2016 3,750
    Seattle Art Museum
    1300 First Ave
    Seattle,WA98101     		  509(A)(1) General museum support. Party in the Park 2015 31,500
    Seattle Art Museum
    1300 First Ave
    Seattle,WA98101     		  509(A)(1) Support installation of 'Middle Fork' by John Grade 25,000
    Seattle Art Musuem
    1300 First Ave
    Seattle,WA98101     		  509(A)(1) Fund for Special Exhibition. 4th of 4 equal-annual pledge payments 375,000
    Seattle Art Musuem
    1300 First Ave
    Seattle,WA98101     		  509(A)(1) General museum support. Party in the Park 2016 31,500
    Seattle Art Museum
    1300 First Ave
    Seattle,WA98101     		  509(A)(1) Contemporary Collectors Forum. General musuem support. 2016-2017 5,000
    Seattle Art Museum
    1300 First Ave
    Seattle,WA98101     		  509(A)(1) General museum support. Fall Fundraiser 500
    Seattle ArtCars
    5029 26th Ave SW
    Seattle,WA98106     		  509(A)(1) ArtCar Blowout. General festival support. 4,000
    Seattle Humane Society
    13212 SE Eastgate Way
    Bellevue,WA98005     		  509(A)(1) Capital Campaign to build new facilty. Designated to Adoption Center: Small Dog Real Life Rooms. 2 33,333
    Seattle Times Fund for the Needy
    PO Box C11025
    Seattle,WA981119025     		  509(A)(1) 100% of donations directed to agencies that "help our neighbors in need." 25,000
    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
    Swedish Medical Center Foundation
    PO Box 22100
    Seattle,WA981229946     		  509(A)(1) Support Navagation Program for Advanced Cardiovascular Care. 10,000
    Swedish Medical Center Foundation
    PO Box 22100
    Seattle,WA981229946     		  509(A)(1) Celebrate Swedish Fundraiser. General hospital support. 5,000
    Tacoma Art Museum
    1701 Pacific Ave
    Tacoma,WA98402     		  509(A)(1) Contemporary Art Collecting. General musuem support. 1,000
    Tacoma Art Museum
    1701 Pacific Ave
    Tacoma,WA98402     		  509(A)(1) Fund for acquisition of the Julie Speidel Outdoor Sculpture ($100,000 pledge) Final of 3 annual paym 33,333
    Tate Americas Foundation
    520 W 27th St 404
    New York,NY10001     		  509(A)(1) General museum support. Committee membership. 15,000
    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. 55,000
    The Ronald Coase Institute
    5610 Wisconsin Ave Ste 1602
    Chevy Chase,MD20815     		  509(A)(1) Support education of young social science scholars to study economic problems in their own countries 25,000
    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 (3rd of 5 equal annual pledge p 200,000
    University of Washington Foundation
    Box 359505
    Seattle,WA98195     		  509(A)(1) Support for Institute for Protein Design, University of WA School of Medicine FINAL 25,000
    Vital Voices Global Partnership
    1625 Massachusetts Ave NW
    Washington,DC20036     		  509(A)(1) Promoting leadership potential in women. Designated to NW Council. 750
    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. 20,000
    Whitney Museum of American Art
    945 Madison Ave
    New York,NY10021     		  509(A)(1) Capital Campaign. General musuem support. 2nd of 4 equal pledge payments. 250,000
    Whitney Museum of American Art
    945 Madison Ave
    New York,NY10021     		  509(A)(1) Chairman's Council. General museum support. 25,000
    Total .................................bullet 3a 3,325,800
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2015)
    Form 990-PF (2015)
    Page 12
    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 ...........     		    14 320,906  
    4 Dividends and interest from securities....     14 522,727  
    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 16,713  
    8
    Gain or (loss) from sales of assets other than inventory ............     		    18 4,160,773  
    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 5,021,119 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    135,021,119
    (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 (2015)
    Form 990-PF (2015)
    Page 13
    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 organizations?
    Yes
    No
    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) 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 name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2015)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2015 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 7,000 3,500   3,500

    TY 2015 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
    Alabama Power Co NT 3.55% 105,715 109,140
    Ally BK Midvale Utah 250,000 250,048
    Apple Inc 3.20% 347,842 373,044
    Duke Energy Corp New NT 3.95% 262,461 274,220
    At&t Inc Notes 253,857 257,238
    AT&T Inc Original Discount 2.8% 434,292 452,744
    Avista Corp Make Whole 1,021,122 1,067,160
    Berkshire Hathaway Fin Corp 0 0
    BP CAP MKTS PLC 263,716 274,750
    Burlington Northn Santa FE CP 4.7% 1,008,545 1,025,830
    Burlington Northn Santa FE CP 5.4% 250,000 250,055
    Capital One BK USA Natl 515,833 539,350
    Coca Cola Co NT 3.3% 0 0
    Commowealth Edison 1st Mgt 101,329 102,372
    Dominion resources Inc Note 254,074 259,342
    Du Pont E I DE Nemours & Co 524,629 546,945
    Duke Energy Indiana Inc 437,138 457,793
    Entergy Ark Inc 1m BD 3.7% 515,727 543,615
    Entergy La LLC 1st MtgBD 406,483 418,896
    Georgia Power Company 258,898 270,380
    IBM Corp Bond 493,430 537,705
    Midamerican Energy Co 302,480 328,716
    Mississippi Power co 250,039 250,085
    Nordstrom Inc Note 516,556 545,430
    Pacific Gas & ELEC Co 255,049 267,878
    Pacificorp Bond 515,100 544,625
    Pacificorp Bond 2.95% 195,758 210,850
    Pacificorp IMTG BD 2.95% 391,268 420,116
    Pepsico Inc Bond 3% 761,945 793,808
    Pepsico Inc Note 3.125% 126,083 132,866
    Total Capital Intl SA Note 2.875% 494,825 524,390
    Total Capital Intl SA Note 3.7% 506,456 548,270
    Union Pacific Corp Bond 301,199 331,122
    Verizon Communications 103,281 111,268
    Wal-Mart Stores 533,508 559,930

    TY 2015 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 4,066,242 6,379,586
    Vanguard S&P 500 EFT 12,297,045 12,937,501
    Abbive Inc 0 0
    Abbott Laboratories 0 0
    Auto Dta Processing Inc 0 0
    Bank of Montreal com npv 0 0
    Boeing Company 0 0
    Bristol Myers Squibb 0 0
    Broadridge Financial Solutions 0 0
    CDK Global Inc 0 0
    Cisco Sys Inc 0 0
    Coca Cola co 0 0
    Cummings Inc 0 0
    First National Bk Alaska 0 0
    Health Care Reit Inc 0 0
    Intel Corp 0 0
    Ishares TR MSCI EAFE Index Fd 0 0
    Merck & Co Inc New Co 0 0
    Microsoft 0 0
    Mosaicco Newcom 0 0
    Nestle SA Spon ADR Each repr 0 0
    Pepsico Inc 0 0
    Plum Creek Timber Co Inc 0 0
    Potlatch Corp New Com 0 0
    Public Storage Inc 0 0
    Qualcomm Inc 0 0
    Schlumberger LTD 0 0
    Smucker JM Company New 0 0
    Total Spon ADR EA Rep 0 0
    Tyson Foods Inc 0 0
    Unilever PLC ADS-EA 0 0
    United Technologies Corp 0 0
    WA Real Estate Invt tr 0 0
    Washington Federal Inc 0 0
    Weyerhaeuser Co Com 0 0
    Xilinx Inc 0 0

    TY 2015 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 202,995 163,839
    TIFF Realty and Resources III AT COST 393,069 296,343
    TIFF R&R 2008 AT COST 331,628 409,937
    August Capital IV LP AT COST 292,597 213,092
    August Capital V LP AT COST 888,791 861,003
    August Capital V Special Opp AT COST 253,476 170,141
    Q-BLK Private Capital II Parallel AT COST 546,891 523,072
    13 Partners Private Eq 2008 AT COST 614,978 812,854

    TY 2015 LegalFeesSchedule
    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
    Legal Fee 395 197   198


    TY 2015 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 340 170   170
    License 25 13   12


    TY 2015 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) 16,713 16,713 16,713


    TY 2015 OtherIncreasesSchedule
    Name:
    The Jon & Mary Shirley Foundation
     
    C/o Groff Murphy Trachtenberg & Everard
    EIN:
    94-3163120
    Description Amount
    Difference in Book Value of Investments 337,771


    TY 2015 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 25,101 25,101   0
    PASS-THROUGH ENTITY DEDUCTIONS 118,729 118,729   0


    TY 2015 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 154,468 0   0
    Foreign Taxes 2,400 2,400   0