2025-02-10T11:54:03-06:00 2024-09-30 BDO USA 601 Union Street Suite 2300 Seattle WA 98101 990PF 2023-10-01 822635446 The Kim and Jon Shirley Foundation C/O Jerold T Everard % JERRY EVERARD KIMA 4254628353 300 E Pine St Seattle WA 98122 Jon Shirley Director 4254628353 2025-02-05 true true Patrick Riley P00560071 2063827777 2025-02-05 2023 2025-03-06 01:10:19Z X 2723610 X 2000119 10198 10198 16268 16268 -69603 2449666 1228274 1956982 1254740 0 49959 24980 24979 50 25 25 93 3200 1600 1600 1934 967 967 55236 27572 27571 122750 122750 177986 27572 150321 1778996 1227168 11737 5346 5346 348141 2468025 2718264 340000 699878 2473371 2723610 0 0 X 965000 965000 -265122 1508371 699878 2473371 699878 2473371 699878 1778996 2478874 5503 2473371 CHARLES SCHWAB #1221 ST P 132547 130981 1566 1566 CHARLES SCHWAB #1221 LT P 2317118 1090410 1226708 1226708 1228274 17058 17058 17058 0 0 15 17073 false false false false false false false true true true false true false false true JERRY EVERARD 2068321480 300 E PINE ST Seattle WA 98122 false false false false false false false false false false false false false false false false false false false false false false Kim Shirley 300 E Pine St Seattle WA 98039 Chair 2.0 0 0 0 Jon Shirley 300 E Pine St Seattle WA 98039 Director 1.0 0 0 0 1112896 23182 0 1136078 0 1136078 17041 1119037 55952 55952 17058 17058 38894 38894 38894 150321 0 0 0 0 150321 38894 0 2021 2020 2019 0 2748 5391 7280 0 1801996 1817415 150321 0 38894 111427 1928842 0 0 0 0 2748 1926094 5391 7280 0 1801996 111427 KIM SHIRLEY JON SHIRLEY X Tate Americas Foundation 520 W 27th St Ste 404 New York NY 10001 Tate Americas Foundation 2023 Artists Dinner 10000 National Gallery of Art 2000B S Club Dr Landover MD 20785 pledge for Mark Rothko: Paintings on Paper 50000 Seattle Symphony PO Box 21906 Seattle WA 98111 Opening Night Gala support 25000 Sound Generations 2208 2nd Ave Suite 100 Seattle WA 98121 General Support 5000 Wellesley College 106 Central Street Wellesley MA 02481 The Wellesley Fund 25000 Oklahoma University PO Box 258856 Oklahoma City OK 73125 Pledge pmt 3 of 5 Kensley's Closet Endowed Fund 6250 Seattle Art Museum Supporters 1300 First Ave Seattle WA 98101 Fall Into Art 2024 support 1500 122750 14 10198 18 16268 18 -69603 -43137 -43137 false false false false false false false false false false X X 1 Jon A Shirley PO Box 685 Medina WA 98039 2000117 X X 1 7338 shs of Vanguard Total Stock ETF 2000119 2024-07-03 JP MORGAN 4.75% M&T BANK CORP 4.65% SPDR S&P ETF 1651 SHS I SHARES 7-10 YEAR 160973 161993 1328 SHS SCHWAB US TIPS ETF 70091 71221 766 SHS SPDR S&P 500 ETF 299973 439500 1083 SHS VRGD FTSE EMERGING ET 46547 51822 2327 SHS VGRD FTSE EUROPE 154431 165450 1430 SHS VGRD FTSE PACIFIC 102073 112098 946 SHS VGRD GROWTH ETF 333834 363198 861 SHS VGRD REAL ESTATE 78290 83879 5459 SHS VGRD SHORT TERM 320217 322190 2556 SHS VGRD SHORT TERM COR 200539 202998 551 SHS VGRD SMALL CAP 121471 130703 3381 SHS VGRD TOTAL BOND 244134 253947 2058 SHS VGRD VALUE ETF 335452 359265 CURRENT YEAR DIFFERENCE 5503 INSURANCE EXPENSES 1934 967 967 EXCISE TAX 93