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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 10-01-2018 , and ending 09-30-2019
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)

(425) 462-8353
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... 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$39,096,500J 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.............
3 Interest on savings and temporary cash investments 398,250 398,250  
4 Dividends and interest from securities... 456,136 456,136  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 287,464
b Gross sales price for all assets on line 6a 2,472,032
7 Capital gain net income (from Part IV, line 2)... 287,464
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 40,775 17,176  
12 Total. Add lines 1 through 11........ 1,182,625 1,159,026  
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 4,000 2,000   2,000
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 91,624 91,624   0
17 Interest............... 1,009 1,009   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 350 350   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 180 90   90
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 97,163 95,073   2,090
25 Contributions, gifts, grants paid....... 4,273,270 4,273,270
26 Total expenses and disbursements. Add lines 24 and 25 4,370,433 95,073   4,275,360
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,187,808
b Net investment income (if negative, enter -0-) 1,063,953
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 4,372,590 3,665,090 3,665,090
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)....... 14,849,611 Click to see attachment14,944,982 23,109,264
c Investments—corporate bonds (attach schedule)....... 11,874,243 Click to see attachment9,363,149 9,548,555
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,480,028 Click to see attachment2,415,443 2,773,591
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) 33,576,472 30,388,664 39,096,500
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 Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted..................    
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 29,661,340 26,473,532
30 Total net assets or fund balances (see instructions)..... 33,576,472 30,388,664
31 Total liabilities and net assets/fund balances (see instructions). 33,576,472 30,388,664
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
33,576,472
2
Enter amount from Part I, line 27a .....................
2
-3,187,808
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
30,388,664
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
30,388,664
Form 990-PF (2018)
Form 990-PF (2018)
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 PASS-THROUGH SHORT-TERM LOSSES P    
b PASS-THROUGH LONG-TERM GAINS P    
c PACIFIC GAS & ELECTRIC P   2019-01-08
d AT&T NOTES P   2018-12-19
e WEX BK MIDVALE P   2019-08-02
MONONA ST P   2019-07-26
CAPITAL ONE P   2019-07-26
NATIONWIDE BANK P   2019-07-29
WELLS FARGO P   2019-07-29
ALLY BANK P   2019-07-29
MB FINANCIAL P   2019-07-31
COMENITY CAP P   2019-07-31
(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       -994
b       319,902
c 220,891   252,335 -31,444
d 251,141   251,141 0
e 250,000   250,000 0
250,000   250,000 0
250,000   250,000 0
250,000   250,000 0
250,000   250,000 0
250,000   250,000 0
250,000   250,000 0
250,000   250,000 0
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       -994
b       319,902
c       -31,444
d       0
e       0
      0
      0
      0
      0
      0
      0
      0
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 2 287,464
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))
2017 1,411,039 39,716,630 0.035528
2016 4,431,391 37,104,320 0.119431
2015 3,280,983 38,527,857 0.085159
2014 1,789,376 40,181,310 0.044533
2013 1,793,366 38,587,028 0.046476
2
Total of line 1, column (d) .....................
2
0.331127
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.066225
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
37,694,045
5
Multiply line 4 by line 3......................
5
2,496,288
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
10,640
7
Add lines 5 and 6........................
7
2,506,928
8
Enter qualifying distributions from Part XII, line 4,.............
8
4,275,360
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 10,640
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 10,640
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 10,640
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 23,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 12
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 17,348
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet17,348 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 2018 or the taxable year beginning in 2018? See the 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 (2018)
    Form 990-PF (2018)
    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 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    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:
    Yes
    No
    (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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    C/O GROFF MURPHY 300 E PINE ST
    SEATTLE,WA98122
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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 (2018)
    Form 990-PF (2018)
    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
    35,888,356
    b
    Average of monthly cash balances.......................
    1b
    2,379,710
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    38,268,066
    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
    38,268,066
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    574,021
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    37,694,045
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,884,702
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    1,884,702
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    10,640
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    3,500
    c
    Add lines 2a and 2b............................
    2c
    14,140
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,870,562
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,870,562
    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
    1,870,562
    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
    4,275,360
    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
    4,275,360
    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
    10,640
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    4,264,720
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 1,870,562
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014......  
    c From 2015...... 729,927
    d From 2016...... 2,616,766
    e From 2017......  
    fTotal of lines 3a through e........ 3,346,693
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 4,275,360
    a Applied to 2017, 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 2018 distributable amount..... 1,870,562
    e Remaining amount distributed out of corpus 2,404,798
    5 Excess distributions carryover applied to 2018. 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 5,751,491
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		5,751,491
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015.... 729,927
    c Excess from 2016.... 2,616,766
    d Excess from 2017....  
    e Excess from 2018.... 2,404,798
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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 (2018)
    Form 990-PF (2018)
    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
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06902     		  509(A)(1) EMERGENCY DISASTER RESPONSE THROUGHOUT THE WORLD. 100,000
    ARTIST TRUST
    1835 12TH AVE
    SEATTLE,WA981222437     		  509(A)(1) SUPPORT GRANTS AND FELLOWSHIPS FOR ARTISTS. CAMPAIGN FOR A CREATIVE FUTURE PLEDGE 2ND OF 5. 75,000
    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
    BRENNAN CENTER FOR JUSTICE
    120 BROADWAY SUITE 1750
    NEW YORK,NY10271     		  509(A)(1) SUPPORT ADVOCACY FOR JUSTICE. VOTING RIGHTS. 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) ARTIST'S CIRCLE. GENERAL MUSEUM SUPPORT 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
    MUSEUM OF MODERN ART
    11 WEST 53 ST
    NEW YORK,NY100195497     		  509(A)(1) CHAIRMAN'S COUNCIL. GENERAL MUSEUM SUPPORT. 50,000
    NATIONAL GALLERY OF ART
    2000B SOUTH CLUB DR
    LANDOVER,MD20785     		  509(A)(1) COLLECTORS COMMITTEE. GENERAL MUSEUM SUPPORT. 19,720
    ORCA RELIEF CITIZENS' ALLIANCE
    PO BOX 1969
    FRIDAY HARBOR,WA98250     		  509(A)(1) SUPPORT ORCA WHALE PROTECTION THROUGH RESEARCH 25,000
    PETERSEN AUTOMOTIVE MUSEUM
    6060 WILSHIRE BLVD
    LOS ANGELES,CA900363605     		  509(A)(1) GENERAL MUSEUM SUPPORT. 1,500
    PRATT FINE ARTS CENTER
    1902 S MAIN ST
    SEATTLE,WA981442206     		  509(A)(1) GENERAL SUPPORT. RAISE THE PADDLE. ANNUAL FUNDRAISER. 10,000
    PRATT FINE ARTS CENTER
    1902 S MAIN ST
    SEATTLE,WA981442206     		  509(A)(1) SCHOLARSHIP IN GLASS FOR ACADEMIC YEAR 2019-2020 7,500
    SAINT ANDREWS SCHOOL
    3900 JOG RD
    BOCA RATON,FL334349985     		  509(A)(1) GENERAL SCHOOL SUPPORT. 2,500
    SEATTLE AQUARIUM
    PO BOX 24458
    SEATTLE,WA98124     		  509(A)(1) SUPPORT CONSERVATION OF OUR MARINE ENVIRONMENT 10,000
    SEATTLE ART MUSEUM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) VISIONARY CIRCLE 100,000
    SEATTLE ART MUSEUM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) SAM FUND. GENERAL MUSUEM SUPPORT 1,000
    SEATTLE ART MUSEUM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) GENERAL MUSEUM SUPPORT. 25,000
    SEATTLE ART MUSEUM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) CONTEMPORARY COLLECTORS FORUM. GENERAL MUSEUM SUPPORT. 2018-2019 5,000
    SEATTLE ARTCARS
    5029 26TH AVE SW
    SEATTLE,WA98106     		  509(A)(1) ARTCAR BLOWOUT. GENERAL FESTIVAL SUPPORT. 4,500
    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
    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 AND TO SEEK SOLUTIONS. 25,000
    UNITED WAY OF KING COUNTY
    720 SECOND AVE
    SEATTLE,WA98104     		  509(A)(1) DESIGNATED $100,000 TO UNITED WAY OF KING COUNTY, $100,000 WA WOMEN IN NEED AND $50,000 UNITED WAY RECONNECTING YOUTH (1ST OF 5 EQUAL ANNUAL PLEDGE PAYMENTS). 250,000
    SEATTLE ART MUSEUM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) ENDOWMENT FUND. PLEDGE $10MM OVER 5 YEARS. 4TH OF FIVE EQUAL PLEDGE PAYMENTS. 2,000,000
    NATIONAL GALLERY OF ART
    2000B SOUTH CLUB DR
    LANDOVER,MD20785     		  509(A)(1) COLLECTORS COMMITTEE. GENERAL MUSEUM SUPPORT. 20,000
    SPECIAL OLYMPICS WASHINGTON
    PO BOX 2047
    SEATTLE,WA981112047     		  509(A)(1) 2018 ANNUAL FUND. GENERAL SUPPORT. 300
    MUSEUM OF MODERN ART
    11 WEST 53 ST
    NEW YORK,NY100195497     		  509(A)(1) THE INTERNATIONAL COUNCIL. GENERAL MUSEUM SUPPORT. 10,000
    MUSEUM OF MODERN ART
    11 WEST 53 ST
    NEW YORK,NY100195497     		  509(A)(1) THE INTERNATIONAL COUNCIL EXHIBITION AND PUBLICATION ENDOWMENT FUND. 20,000
    THE HILL SCHOOL OFFICE OF ADVANCEMENT
    717 EAST HIGH ST
    POTTSTOWN,PA194645791     		  509(A)(1) THE STRENGTH OF ALL CAMPAIGN. GENERAL SCHOOL SUPPORT. $5MM 4TH OF 5 ANNUAL. 1,000,000
    CRYSTAL BRIDGES MUSEUM OF AMERICAN ART
    600 MUSEUM WAY
    BENTONVILLE,AR72712     		  509(A)(1) GENERAL MUSEUM SUPPORT. MUSEUM DESIGNATED. 10,000
    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
    SALVATION ARMY
    PO BOX 9219
    SEATTLE,WA98109     		  509(A)(1) CHRISTMAS FUND GIFT. FOR FOOD, CLOTHING AND TOYS TO CHILDREN. 1,000
    WILD EARTH ALLIES
    2 WISCONSIN CIRCLE STE 900
    CHEVY CHASE,MD20185     		  509(A)(1) SUPPORT CONSERVATION OF WILDLIFE AND HABITAT AROUND THE WORLD. 5,000
    THE HILL SCHOOL OFFICE OF ADVANCEMENT
    860 BEECH STREET
    POTTSTOWN,PA194645791     		  509(A)(1) THE HILL FUND (FORMERLY ANNUAL FUND). UNRESTRICTED GIFT FOR VARIOUS SCHOOL PROGRAMS. 55,000
    DOCTORS WITHOUT BORDERS
    333 SEVENTH AVE 2ND FLOOR
    NEW YORK,NY10001     		  509(A)(1) SUPPORT MEDICAL CARE AROUND THE WORLD. 25,000
    SEATTLE ART MUSEUM
    1300 FIRST AVE
    SEATTLE,WA98101     		  509(A)(1) SUPPORT ACQUISITION OF ISA GENZKEN "WELTEMPFAENGER". 10,000
    DIA ART FOUNDATION
    535 WEST 22ND ST
    NEW YORK,NY10011     		  509(A)(1) IN SUPPORT OF CONTEMPORARY ART AND PRESERVING THE VISION OF ARTISTS. 10,000
    DIA ART FOUNDATION
    535 WEST 22ND ST
    NEW YORK,NY10011     		  509(A)(1) SUPPORT SAM GILLIAM EXHIBITION. 10,000
    PACIFIC NORTHWEST BALLET
    301 MERCER ST
    SEATTLE,WA98109     		  509(A)(1) FIRST LOOK GALA - RAISE THE PADDLE. 50,250
    DEVEREUX ADVANCED BEHAVIORAL HEALTH
    40 DEVEREUX WAY
    RED HOOK,NY12571     		  509(A)(1) MUSIC THERAPY PROGRAM IN HONOR OF MERRITT LUTZ. 5,000
    SEATTLE TIMES FUND FOR THE NEEDY
    PO BOX C11025
    SEATTLE,WA981119025     		  509(A)(1) SEATTLE TIMES SCHOOL SUPPLY DRIVE. 5,000
    THE HILL SCHOOL OFFICE OF ADVANCEMENT
    717 EAST HIGH ST
    POTTSTOWN,PA194645791     		  509(A)(1) DESIGNATED TO CREW. 10,000
    AMERICAN FRIENDS OF SMK (NATIONAL GALLERY OF DENMARK) GHS PHILANTHROPY
    275 MADISON AVE 6TH FL
    NEW YORK,NY10016     		  509(A)(1) EXHIBITION SUPPORT. NATIONAL GALLERY OF DENMARK AT SEATTLE NORDIC MUSEUM FALL 2019 10,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    PO BOX 96735
    WASHINGTON,DC200777525     		  509(A)(1) SUPPORT WOMENS HEALTH CARE 5,000
    SKYSTONE FOUNDATION (RODEN CRATER)
    3100 N FORT VALLEY RD BLDG 8
    FLAGSTAFF,AZ96001     		  509(A)(1) SUPPORT RODEN CRATER. ARTWORK DEVELOPMENT OF JAMES TURRELL. 3RD OF 5 ANNUAL PLEDGE PAYMENTS. 20,000
    WHITNEY MUSEUM OF AMERICAN ART
    99 GANSEVOORT ST
    NEW YORK,NY10014     		  509(A)(1) CHAIRMAN'S COUNCIL. GENERAL MUSEUM SUPPORT. 25,000
    PEBBLE BEACH COMPANY FOUNDATION
    C/O PEBBLE BEACH CONCURS DELEGANCE
    PO BOX 222860
    CARMEL,CA93922     		  509(A)(1) IN SUPPORT OF EDUCATIONALLY ORIENTED INSTITUTIONS IN MONTEREY COUNTY. 25,000
    WASHINGTON PROGRESS FUND CO PROGRESS ALLIANCE WASHINGTON
    1402 THIRD AVE SUITE 201
    SEATTLE,WA98101     		  509(A)(1) INVESTING IN THE COMMUNITY. 22,000
    UNIVERSITY OF WASHINGTON FOUNDATION
    BOX 359505
    SEATTLE,WA981959505     		  509(A)(1) SUPPORT FOR INSTITUTE FOR PROTEIN DESIGN&VISION RESEARCH INNOVATION AWARDS UNIVERSITY OF WA SCHOOL OF MEDICINE. 25,000
    Total .................................bullet 3a 4,273,270
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    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 ...........     		    14 398,250  
    4 Dividends and interest from securities....     14 456,136  
    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 17,176  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 287,464  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEXCISE TAX REFUND     		        23,599
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,159,026 23,599
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,182,625
    (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.)
    11A EXCISE TAX REFUND
    Form 990-PF (2018)
    Form 990-PF (2018)
    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) (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) (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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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
    WAL-MART STORES 526,465 518,740
    APPLE INC 3.20% 347,951 370,713
    ENTERGY LA LLC 1ST MTGBD 405,517 413,908
    AT&T INC ORIGINAL DISCOUNT 2.8% 253,013 252,083
    DUKE ENERGY CORP NEW SR NOTE 3.950% 521,457 530,680
    DOMINION RESOURCES INC NOTE 101,111 101,012
    DUKE ENERGY INDIANA INC 434,056 430,410
    BURLINGTON NORTHN SANTA FE CP 4.7% 259,274 250,000
    AVISTA CORP MAKE WHOLE 428,526 427,384
    ALABAMA POWER CO NT 3.55% 104,983 105,695
    ENTERGY ARK INC 1M BD 3.7% 513,891 533,350
    IBM CORP BOND 493,582 523,030
    COCA COLA CO NT 3.3% 512,780 513,560
    MIDAMERICAN ENERGY CO 302,152 316,647
    TOTAL CAPITAL INTL SA NOTE 2.875% 494,825 511,275
    PACIFICORP IMTG BD 2.95% 391,383 411,012
    PEPSICO INC BOND 3% 759,635 765,998
    VERIZON COMMUNICATIONS 102,600 103,696
    TOTAL CAPITAL INTL SA NOTE 3.7% 505,665 533,520
    UNION PACIFIC CORP BOND 301,057 318,102
    PEPSICO INC NOTE 3.125% 125,831 126,730
    PACIFICORP BOND 2.95% 195,775 204,102
    NORDSTROM INC NOTE 512,158 506,990
    GEORGIA POWER COMPANY 256,177 250,828
    PACIFICORP BOND 513,285 529,090

    TY 2018 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 S&P 500 EFT 12,297,045 17,750,076
    VANGUARD IND TR VANGUARD TL STK MKT 2,647,937 5,359,188

    TY 2018 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
    AUGUST CAPITAL IV LP AT COST 133,752 98,993
    AUGUST CAPITAL V LP AT COST 981,944 1,246,248
    TIFF REALTY AND RESOURCES III AT COST 229,158 126,691
    TIFF REALTY AND RESOURCES II AT COST 110,461 86,174
    TIFF R&R 2008 AT COST 178,091 204,989
    Q-BLK PRIVATE CAPITAL II PARALLEL AT COST 278,394 252,061
    AUGUST CAPITAL V SPECIAL OPP AT COST 141,994 255,616
    13 PARTNERS PRIVATE EQ 2008 AT COST 361,649 502,819

    TY 2018 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
      0 0   0
    ACCOUNTING FEES 4,000 2,000   2,000


    TY 2018 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 180 90   90


    TY 2018 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) 17,176 17,176 17,176
    EXCISE TAX REFUND 23,599   23,599


    TY 2018 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
    INVESTMENT EXPENSES 91,624 91,624   0


    TY 2018 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
    FOREIGN TAXES 350 350   0