Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
APEX FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 245
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BELLEVUE, WA98009
A Employer identification number

91-1950397
B Telephone number (see instructions)

(425) 460-2500
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$148,897,692
J Accounting method:
MODIFIED CASH
(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) 1,490,890
2 Check right arrow.............
3 Interest on savings and temporary cash investments 8,168 8,168  
4 Dividends and interest from securities... 1,387,359 1,387,359  
5a Gross rents............ 1 1  
b Net rental income or (loss) 1
6a Net gain or (loss) from sale of assets not on line 10 3,708,855
b Gross sales price for all assets on line 6a 37,572,052
7 Capital gain net income (from Part IV, line 2)... 4,884,209
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)....... 97 97  
12 Total. Add lines 1 through 11........ 6,595,370 6,279,834  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 613,215 181,056   432,159
14 Other employee salaries and wages...... 288,287 0   288,287
15 Pension plans, employee benefits....... 76,351 10,809   65,542
16a Legal fees (attach schedule)......... 1,555 0   1,555
b Accounting fees (attach schedule)....... 12,700 0   12,700
c Other professional fees (attach schedule).... 6,845 0   6,845
17 Interest............... 23,650 23,650   0
18 Taxes (attach schedule) (see instructions)... 154,711 21,812   48,625
19 Depreciation (attach schedule) and depletion... 2,892 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,958,556 746,426   71,006
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,138,762 983,753   926,719
25 Contributions, gifts, grants paid....... 7,104,049 6,604,049
26 Total expenses and disbursements. Add lines 24 and 25 10,242,811 983,753   7,530,768
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -3,647,441
b Net investment income (if negative, enter -0-) 5,296,081
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 504,804 236,731 236,731
2 Savings and temporary cash investments......... 690,258 35,015 35,015
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow4,084,500
Less: allowance for doubtful accounts right arrow0 4,584,500 4,084,500 4,084,500
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 112,773,396 Click to see attachment
List of Attached Documents:
// Content
110,552,808
136,729,983
14 Land, buildings, and equipment: basis right arrow21,042
Less: accumulated depreciation (attach schedule) right arrow16,722 7,523 Click to see attachment
List of Attached Documents:
// Content
4,320
4,320
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
7,807,143
Click to see attachment
List of Attached Documents:
// Content
7,807,143
Click to see attachment
List of Attached Documents:
// Content
7,807,143
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 126,367,624 122,720,517 148,897,692
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
2,029
Click to see attachment
List of Attached Documents:
// Content
2,363
23 Total liabilities (add lines 17 through 22)......... 2,029 2,363
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 126,365,595 122,718,154
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 126,365,595 122,718,154
30 Total liabilities and net assets/fund balances (see instructions). 126,367,624 122,720,517
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
126,365,595
2
Enter amount from Part I, line 27a .....................
2
-3,647,441
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
122,718,154
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
122,718,154
Form 990-PF (2022)
Form 990-PF (2022)
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 PRIVATE EQUITY P    
b PRIVATE EQUITY P    
c EQUITIES & FIXED INCOME P    
d
e
(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 78,627     78,627
b 450,483     450,483
c 37,042,942   32,687,843 4,355,099
d
e
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       78,627
b       450,483
c       4,355,099
d
e
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 4,884,209
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  
Form 990-PF (2022)
Form 990-PF (2022)
Page 4
Part V
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 73,616
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 73,616
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 73,616
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 192,042
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 192,042
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 118,426
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow118,426 Refundedright arrow 11 0
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
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 2022 or the taxable year beginning in 2022? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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 (2022)
Form 990-PF (2022)
Page 5
Part VI-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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowCRAIG STEWART Telephone no.right arrow (425) 460-2500

Located atright arrowONE 100TH AVE NEBELLEVUEWA ZIP+4right arrow98004
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2022? .............
1d
 
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
CRAIG W STEWART PRESIDENT
30.00
239,613 12,669 0
PO BOX 245
BELLEVUE,WA98009
JOLENE M MCCAW VICE PRESIDENT
5.00
0 0 0
PO BOX 245
BELLEVUE,WA98009
BRUCE R MCCAW VICE PRESIDENT
5.00
0 0 0
PO BOX 245
BELLEVUE,WA98009
RYAN PORTER TREASURER
20.00
181,056 10,809 0
PO BOX 245
BELLEVUE,WA98009
AURELIE MCKINSTRY EXECUTIVE DIRECTOR/SECRETA
40.00
192,546 21,989 0
PO BOX 245
BELLEVUE,WA98009
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
JEAN-PIERRE LAURENT PROGRAM DIRECTOR LGM
40.00
112,593 18,651 0
PO BOX 245
BELLEVUE,WA98009
ERIN EDELBROCK PROGRAM AND OPERATIO
40.00
81,868 4,280 0
PO BOX 245
BELLEVUE,WA98009
KATHIE MCAVOY OPERATIONS ASSOCIATE
40.00
64,380 3,082 0
PO BOX 245
BELLEVUE,WA98009
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 7
Part VII
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
NORTHERN TRUST INVESTMENT MANAGEMENT 75,904
1301 2ND AVENUE 2600
SEATTLE,WA98101
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
Page 8
Part IX
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
101,949,897
b
Average of monthly cash balances.......................
1b
856,695
c
Fair market value of all other assets (see instructions)................
1c
42,577,101
d
Total (add lines 1a, b, and c).........................
1d
145,383,693
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
145,383,693
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,180,755
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
143,202,938
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,160,147
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
7,160,147
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
73,616
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
73,616
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
7,086,531
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
7,086,531
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 XII, line 1 ...
7
7,086,531
Part XI
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
7,530,768
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
7,530,768
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 7,086,531
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 7,422,095
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 7,530,768
a Applied to 2021, but not more than line 2a 7,422,095
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 2022 distributable amount..... 108,673
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 0
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
6,977,858
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 2017 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
JOLENE M MCCAW
BRUCE R MCCAW
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 right arrow
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 (2022)
Form 990-PF (2022)
Page 11
Part XIV
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

A FUTURE & A HOPE

PO BOX 58114
RENTON,WA98058
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 10,000

AMERICAN HEART ASSOCIATION INC

710 2ND AVE SUITE 900
SEATTLE,WA98104
  PC SUMMER MEALS PROGRAM 100,000

BATS CONSERVATION INTERNATIONAL

500 N CAPITAL OF TX HIGHWAY BLDG 1
AUSTIN,TX78746
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 250

BEDS FROM BRIAN

5153 GRISWOLD ST
MIDDLEPORT,NY141059634
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,000

BELLEVUE LIFESPRING

302 BELLEVUE SQUARE
BELLEVUE,WA98004
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

BELLEVUE POLICE FOUNDATION

PO BOX 1543
BELLEVUE,WA980091543
  PC PROGRAM SUPPORT 30,000

BESANT HILL SCHOOL OF HAPPY VALLEY

8585 OJAI SANTA PAULA RD
OJAI,CA930239351
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 20,000

BLACKPASTORG

4616 25TH AVENUE NE BOX 222
SEATTLE,WA98105
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 105

BOYS & GIRLS CLUB OF KING COUNTY

220 W MERCER ST STE 410
SEATTLE,WA98119
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 102

BOYS & GIRLS CLUBS OF MERCER COUNTY

212 CENTRE STREET
TRENTON,NJ08611
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 103

C895 PUBLIC RADIO

10750 30TH AVE NE
SEATTLE,WA98125
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 240

CAMAS COUNTY

PO BOX 429
FAIRFIELD,ID83327
  GOV PROGRAM SUPPORT 2,500

CHAPMAN UNIVERSITY

ONE UNIVERSITY DRIVE
ORANGE,CA92866
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

CHAPS

PO BOX 686
MERCERISLAND,WA98040
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 10,000

CHERRY STREET MISSION

PO BOX 9100
TOLEDO,OH43697
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

COLORADO COLLEGE

14 E CACHE LA POUDRE STREET
COLORADOSPRINGS,CO80903
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 8,970

COMPASSION INTERNATIONAL INCORPORATED

12290 VOYAGER PKWY
COLORADOSPRINGS,CO809213668
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 644

CONGREGATIONS FOR THE HOMELESS

515 116TH AVE NE SUITE 150
BELLEVUE,WA98004
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 100

CONGREGATIONS FOR THE HOMELESS

515 116TH AVE NE SUITE 150
BELLEVUE,WA98004
  PC CAPITAL CAMPAIGN 100,000

CURELGMD2I

590 CENTERVILLE ROAD 340
LANCASTER,PA17601
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 515

FRED HUTCH CANCER CENTER

PO BOX 19024 MAILSTOP J5-200
SEATTLE,WA98109
  PC PROJECT SUPPORT 230,000

FRED HUTCH CANCER CENTER

PO BOX 19024 MAILSTOP J5-200
SEATTLE,WA98109
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

FRENCH AMERICAN SCHOOL OF PUGET SOUND

3795 EAST MERCER WAY
MERCERISLAND,WA98040
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 3,000

FRENCH AMERICAN SCHOOL OF PUGET SOUND

3795 EAST MERCER WAY
MERCERISLAND,WA98040
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 985

FRIENDS OF FORT WORDEN

200 BATTERY WAY
PORTTOWNSEND,WA98368
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 5,000

FROSTED FACES FOUNDATION

1448 PINE STREET
RAMONA,CA92065
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

GEORGETOWN UNIVERSITY

GIFT PROCESSING DEPARTMENT NUMBER
0734
WASHINGTON,DC200730734
  PC PROGRAM SUPPORT 10,000

GUSTAVUS ADOLPHUS COLLEGE

OFFICE OF INSTITUTIONAL ADVANCEMENT
800 WEST COLLEGE AVE
STPETER,MN56082
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,125

HAMILTON MIDDLE SCHOOL PTSA

1610 N 41ST STREET
SEATTLE,WA98103
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 515

HISTORIC SEATTLE PRESERVATION FOUNDATION

1117 MINOR AVE
SEATTLE,WA98101
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 496

HISTORYLINK

93 PIKE STREET SUITE 315B
SEATTLE,WA98101
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 103

HOLLYWOOD HILL ELEMENTARY PTA

17110 148TH AVE NE
WOODINVILLE,WA98072
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 50

HOMEWARD PET ADOPTION CENTER

13132 NE 177TH PL
WOODINVILLE,WA980722293
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

HOPELINK

PO BOX 3577
REDMOND,WA98073
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 523

HUMANE SOCIETY SEATTLE KING CO

13212 SE EASTGATE WAY
BELLEVUE,WA980054408
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

HUMANE SOCIETY SEATTLE KING CO

13212 SE EASTGATE WAY
BELLEVUE,WA980054408
  PC PROGRAM SUPPORT 25,000

INTERNATIONAL JUSTICE MISSION

PO BOX 96961
WASHINGTON,DC200906961
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,300

ISSAQUAH FOOD & CLOTHING BANK

179 1ST AVE SE
ISSAQUAH,WA980273824
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,030

JED FOUNDATION

6 EAST 39TH ST SUITE 700
NEWYORK,NY10016
  PC EVENT 25,000

KELSO BABE RUTH

PO BOX 824
KELSO,WA986260072
  PC PROGRAM SUPPORT 12,000

KING BAUDOUIN FOUNDATION UNITED STATES

10 ROCKERFELLER PLAZA 16TH FLOOR
NEWYORK,NY10020
  PC EVENT 50,000

KNIGHT ATHLETIC BOOSTER ASSOCIATION

PO BOX 40012
BELLEVUE,WA98015
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 350

LEOTA MIDDLE SCHOOL PTSA

PO BOX 1142
WOODINVILLE,WA98072
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 150

MIDDLEBURY COLLEGE

700 EXCHANGE STREET
MIDDLEBURY,VT05753
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 5,000

MUSEUM OF HISTORY AND INDUSTRY

860 TERRY AVE N
SEATTLE,WA98109
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 350

NORTHWEST KIDNEY CENTERS

PO BOX 3035
SEATTLE,WA98114
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 5,000

NORTHWEST ORGANIZATION FOR ANIMAL HELP

31300 BRANDSTROM ROAD
STANWOOD,WA98292
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

OCEAN CLEANUP

DEPT LA 24875
PASADENA,CA91185
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

OVERLAKE MEDICAL CENTER FOUNDATION

1035 116TH AVENUE NE
BELLEVUE,WA98004
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

PEDIATRIC INTERIM CARE CENTER

328 4TH AVENUE SOUTH
KENT,WA98032
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 20,000

PEPS

4649 SUNNYSIDE AVENUE N 324
SEATTLE,WA98103
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW SUITE 550 SOUTH
WASHINGTON,DC20036
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

PIKE PLACE MARKET FOUNDATION

93 PIKE ST STE 310
SEATTLE,WA981012166
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 190

PIMA AIR & SPACE MUSEUM

6000 E VALENCIA RD
TUCSON,AZ85756
  PC CAPITAL CAMPAIGN 100,000

PUGET SOUND KIDNEY CENTERS FOUNDATION

1019 PACIFIC AVE
EVERETT,WA982014148
  SO I MATCHING GIFT - GENERAL OPERATING SUPPORT 840

RHODESIAN RIDGEBACK RESCUE

PO BOX 39108
WASHINGTON,DC20016
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC286073000
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 3,500

SEATTLE FOUNDATION

1601 FIFTH AVENUE SUITE 1900
SEATTLE,WA981013615
  PC PROGRAM SUPPORT 100,000

SEATTLE'S UNION GOSPEL MISSION

PO BOX 202
SEATTLE,WA981110202
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

SNOQUALMIE VALLEY FOOD BANK

PO BOX 1541
NORTHBEND,WA98045
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 600

SPECIAL OLYMPICS WASHINGTON

2815 2ND AVE SUITE 370
SEATTLE,WA98121
  PC INCLUSIVE SCHOOLS 50,000

SPINAL CSF LEAK FOUNDATION

707 WEST MAIN AVE SUITE B1 PMB 103
SPOKANE,WA99201
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 6,500

ST LUKE SCHOOL

17533 ST LUKE PLACE NORTH
SHORELINE,WA98133
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 50

ST MARTIN OF TOURS ACADEMY

7708 EL CAJON BLVD
LAMESA,CA919426932
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 100

STOLENYOUTH

PO BOX 296
SEATTLE,WA98111
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

SWEDISH MEDICAL CENTER FOUNDATION

747 BROADWAY
SEATTLE,WA98122
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

SWEDISH MEDICAL CENTER FOUNDATION

747 BROADWAY
SEATTLE,WA98122
  PC DOULA PROGRAM 50,000

TERRY'S KIDS

21 ORINDA WAY SUITE C 321
ORINDA,CA94563
  PC LAKEDALE JAZZ FESTIVAL 5,000

TINFA

333 18TH AVE E
SEATTLE,WA98112
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

TREEHOUSE

2100 24TH AVENUE S SUITE 200
SEATTLE,WA98144
  PC PROGRAM SUPPORT 75,000

VILLAGE THEATRE

303 FRONT ST N
ISSAQUAH,WA98027
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 60,000

WASHINGTON POLICY CENTER

PO BOX 3643
SEATTLE,WA98124
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 2,150

WELLSPRING FAMILY SERVICES

1900 RAINIER AVE SOUTH
SEATTLE,WA98144
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

WELLSPRING FAMILY SERVICES

1900 RAINIER AVE SOUTH
SEATTLE,WA98144
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 3,000

WHIM W'HIM

3417 EVANSTON AVE N 229
SEATTLE,WA98103
  PC EVENT 14,100

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC200908204
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC200908204
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

WING LUKE MUSEUM

719 S KING ST
SEATTLE,WA98104
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 150

WOODLAND PARK ZOO

601 N 59TH STREET
SEATTLE,WA98103
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 580

WORLD VISION INTERNATIONAL

PO BOX 9716
FEDERALWAY,WA98063
  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,153

YEAR UP PUGET SOUND

PO BOX 412812
BOSTON,MA02241
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 50,000

YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY

1118 FIFTH AVENUE
SEATTLE,WA98101
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

5TH AVENUE THEATRE

1326 5TH AVENUE SUITE 735
SEATTLE,WA98101
  PC EVENT 5,000

AMERICAN COUNCIL OF TRUSTEES & ALUMNI

1730 M STREET NW SUITE 600
WASHINGTON,DC20036
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

AMERICAN STUDIO

5114 POINT FOSDICK DR SUITE F 3001
GIGHARBOR,WA983351733
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

ANGEL FLIGHT WEST

3161 DONALD DOUGLAS LOOP S
SANTAMONICA,CA904053210
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

AOPA FOUNDATION

421 AVIATION WAY
FREDERICK,MD21701
  PC PROGRAM SUPPORT 100,000

ARMSTRONG AIR & SPACE MUSEUM

500 APOLLO DRIVE
WAPAKONETA,OH45895
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

AUDRAIN AUTOMOTIVE MUSEUM

222 BELLEVUE AVE
NEWPORT,RI02840
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

BEHIND THE BADGE FOUNDATION

8309 165TH AVE NE SUITE 205
REDMOND,WA98052
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

BELLEVUE FIRE FOUNDATION

P O BOX 844
BELLEVUE,WA98009
  PC WILDFIRE BRUSH TRUCK 25,000

BELLEVUE FIRE FOUNDATION

P O BOX 844
BELLEVUE,WA98009
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 50,000

BOYS & GIRLS CLUBS OF BELLEVUE

209 100TH AVE NE
BELLEVUE,WA980045625
  PC MEMORIAL GIFT 2,500

CAF AMERICA

225 REINEKERS LANE SUITE 375
ALEXANDRIA,VA223142840
  PC MEMORIAL GIFT 5,000

CENTER FOR AMERICAN VALUES

101 SOUTH MAIN STREET SUITE 100
PUEBLO,CO81003
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

CHRIST THE SERVANT LUTHERAN CHURCH

506 VIA APPIA WAY
LOUISVILLE,CO80027
  PC PROGRAM SUPPORT 5,000

CITIZEN'S ALLIANCE FOR PROPERTY RIGHTS LEGAL FUND

718 GRIFFIN AVE 7
ENUMCLAW,WA98022
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

CONGRESSIONAL MEDAL OF HONOR SOCIETY

40 PATRIOTS POINT ROAD
MTPLEASANT,SC29464
  PC PROGRAM SUPPORT 101,455

COSMOSPHERE & SPACE CENTER

1100 NORTH PLUM STREET
HUTCHINSON,KS67501
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

CRISTO REY SEATTLE

500 UNION ST STE 847
SEATTLE,WA98101
  PC FEASIBILITY STUDY AND START UP FUNDS 100,000

DEE HOWARD FOUNDATION

9901 IH 10 W SUITE 800
SANANTONIO,TX782302292
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

DENSHO

1416 S JACKSON ST
SEATTLE,WA98144
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

DON BOSCO TECHNICAL INSTITUTE

1151 SAN GABRIEL BLVD
ROSEMEAD,CA91770
  PC MEMORIAL GIFT 1,000

DUNN GARDENS

13533 NORTHSHIRE RD NW
SEATTLE,WA98177
  PC MEMORIAL GIFT 2,500

DUNN GARDENS

13533 NORTHSHIRE RD NW
SEATTLE,WA98177
  PC MEMORIAL GIFT 2,500

EASTSIDE COMMUNITY DEVELOPMENT FUND

330 112TH AVE NE
BELLEVUE,WA98004
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

EUROPEAN NEURO MUSCULAR CENTRE

LT GEN VAN HEUTSZLAAN 6
BAARN   JN 3743
NL
  NC - FOREIGN NON-EXE LGMD2I GRANT 5,000

FRED HUTCH CANCER CENTER

PO BOX 19024 MAILSTOP J5-200
SEATTLE,WA98109
  PC MEMORIAL GIFT 2,500

FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507
  PC EVENT 5,000

GATES GLOBAL POLICY CENTER

8253A BACKLICK ROAD PO BOX 1257
NEWINGTON,VA221221257
  PC PROGRAM SUPPORT 50,000

GEM STATE AVIATION FUND

IDAHO AVIATION ASSOCIATION PO BOX
2016
EAGLE,ID83616
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

GENETHON

1 RUE D LINTERNATIONALE
EVRY   91000
FR
  NC - FOREIGN NON-EXE LGMD2I GRANT 12,274

GENETHON

1 RUE D LINTERNATIONALE
EVRY   91000
FR
  NC - FOREIGN NON-EXE LGMD2I GRANT 7,904

GIGI'S PLAYHOUSE PHOENIX

9160 E SHEA BLVD SUITE 103B
SCOTTSDALE,AZ85260
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

HERITAGE FLIGHT MUSEUM

15053 CROSSWIND DR
BURLINGTON,WA98233
  POF GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC200024999
  PC PROGRAM SUPPORT 25,000

HILLSDALE COLLEGE

33 E COLLEGE ST
HILLSDALE,MI492421205
  PC PROGRAM SUPPORT 75,000

HISTORIC SEATTLE PRESERVATION FOUNDATION

1117 MINOR AVE
SEATTLE,WA98101
  PC EVENT 2,500

HYDROPLANE AND RACEBOAT MUSEUM

5917 SOUTH 196TH STREET
KENT,WA98032
  PC EVENT 5,000

HYDROPLANE AND RACEBOAT MUSEUM

5917 SOUTH 196TH STREET
KENT,WA98032
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

INDEPENDENT WOMEN'S FORUM

4 WEEMS LANE 312
WINCHESTER,VA22601
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

INDIANAPOLIS MOTOR SPEEDWAY MUSEUM

4750 W 16TH ST
INDIANAPOLIS,IN46222
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

INTERNATIONAL CHURCHILL SOCIETY

PO BOX 58279
WASHINGTON,DC20037
  PC PROGRAM SUPPORT 5,000

INTERNATIONAL MOTOR RACING RESEARCH CENTER

610 SOUTH DECATUR STREET
WATKINSGLEN,NY148911613
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

LAGUNA SECA RACEWAY FOUNDATION

PO BOX 2538
MONTEREY,CA93942
  PC EVENT 5,000

LAKESIDE SCHOOL

PO BOX 740136
LOSANGELES,CA900740136
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

MEYDENBAUER BAY NEIGHBORS ASSOCIATION

1100 BELLEVUE WAY NE STE 8A - 278
BELLEVUE,WA98004
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 1,500

MICHAEL E THORNTON FOUNDATION

12770 MERIT DRIVE SUITE 124
DALLAS,TX75251
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC CHARITABLE ASSET DONATION 6,500

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC EVENT 7,500

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 1,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 1,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 1,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 1,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 1,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC MEMORIAL GIFT 1,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 1,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC CHARITABLE ASSET DONATION 8,500

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC EVENT 7,500

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC MEMORIAL GIFT 5,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC MEMORIAL GIFT 2,500

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC MEMORIAL GIFT 5,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097
  PC GERTLER COLLECTION 300,000

MUSEUM OF HISTORY AND INDUSTRY

860 TERRY AVE N
SEATTLE,WA98109
  PC SEATTLE DOCUMENTARY 50,000

NATIONAL AIR AND SPACE MUSEUM

PO BOX 37012 MRC 310
WASHINGTON,DC200137012
  PC MEMORIAL GIFT 2,500

NATIONAL AIR AND SPACE MUSEUM

PO BOX 37012 MRC 310
WASHINGTON,DC200137012
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

NATIONAL AVIATION HALL OF FAME

1100 SPAATZ STREET
DAYTON,OH45433
  PC CAPITAL CAMPAIGN 100,000

NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION

1905 EAST RANDOL MILL ROAD
ARLINGTON,TX76011
  PC CAPITAL CAMPAIGN 250,000

NEWCASTLE UNIVERSITY

NEWCASTLE JOINT RESEARCH OFFICE
REGENT POINT
GOSFORTH   NE3 3HD
UK
  GOV LGMD2I GRANT 45,405

NORTHWEST MARITIME CENTER

431 WATER STREET
PORTTOWNSEND,WA98368
  PC PROGRAM SUPPORT 125,000

OVERLAKE MEDICAL CENTER FOUNDATION

1035 116TH AVENUE NE
BELLEVUE,WA98004
  PC MEMORIAL GIFT 2,500

OXBOW FARM AND CONSERVATION CENTER

10819 CARNATION-DUVALL RD NE
CARNATION,WA98014
  POF MEMORIAL GIFT 5,000

OXBOW FARM AND CONSERVATION CENTER

10819 CARNATION-DUVALL RD NE
CARNATION,WA98014
  POF PROGRAM SUPPORT 5,000

PACIFIC LEGAL FOUNDATION

10940 NE 33RD PLACE SUITE 210
BELLEVUE,WA98004
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

PACIFIC NORTHWEST BALLET ASSOCIATION

301 MERCER ST
SEATTLE,WA98109
  PC MEMORIAL GIFT 5,000

PALM SPRINGS AIR MUSEUM

745 NORTH GENE AUTRY TRAIL
PALMSPRINGS,CA92262
  PC EVENT 10,000

PEACETREES VIETNAM

509 OLIVE WAY SUITE 1226
SEATTLE,WA98101
  PC MEMORIAL GIFT 2,500

PEARL HARBOR AVIATION MUSEUM

319 LEXINGTON BLVD
HONOLULU,HI968185004
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

PEBBLE BEACH COMPANY FOUNDATION

PO BOX 1767
PEBBLEBEACH,CA93953
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

PEBBLE BEACH COMPANY FOUNDATION

PO BOX 1767
PEBBLEBEACH,CA93953
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW SUITE 550 SOUTH
WASHINGTON,DC20036
  PC PROGRAM SUPPORT 50,000

PIERCE COLLEGE FOUNDATION

1601 39TH AVE SE
PUYALLUP,WA98374
  PC MEMORIAL GIFT 2,500

PIMA AIR & SPACE MUSEUM

6000 E VALENCIA RD
TUCSON,AZ85756
  PC CAPITAL CAMPAIGN 300,000

PRINCE'S TRUST USA

45 W 27TH STREET FLOOR 11
NEWYORK,NY10001
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

RANCHO SORDO MUNDO

PO BOX 1376
CHULAVISTA,CA91912
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

RECREATIONAL AVIATION FOUNDATION

1711 W COLLEGE ST
BOZEMAN,MT597154913
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

RESEARCH INSTITUTE AT NATIONWIDE CHILDRENS HOSPITAL

700 CHILDRENS DR
COLUMBUS,OH432052664
  PC LGMD2I GRANT 15,000

SALVATION ARMY

911 164TH AVE NE
BELLEVUE,WA98008
  PC PROGRAM SUPPORT 10,000

SALVATION ARMY

911 164TH AVE NE
BELLEVUE,WA98008
  PC MEMORIAL GIFT 5,000

SAN DIEGO AIR AND SPACE MUSEUM

2001 PAN AMERICAN PLAZA
SANDIEGO,CA92101
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

SEATTLE AQUARIUM

1415 WESTERN AVE STE 505
SEATTLE,WA98101
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 2,500

SEATTLE COLLEGES FOUNDATION

PO BOX 20069
SEATTLE,WA98102
  PC JAZZ STUDIES 8,792

SEATTLE OPERA

363 MERCER STREET
SEATTLE,WA98109
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

SEATTLE POLICE FOUNDATION

PO BOX 456
SEATTLE,WA981110456
  PC HARBOR PATROL BOAT 10,000

SEATTLE POLICE FOUNDATION

PO BOX 456
SEATTLE,WA981110456
  PC MEMORIAL GIFT 5,000

SEATTLE'S UNION GOSPEL MISSION

PO BOX 202
SEATTLE,WA981110202
  PC MEMORIAL GIFT 1,000

SECOND AMENDMENT FOUNDATION

12500 NE 10TH PL
BELLEVUE,WA980052532
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

SHORELINE HISTORICAL MUSEUM

PO BOX 55594
SHORELINE,WA98155
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

SIMEONE FOUNDATION AUTOMOTIVE MUSEUM

6825 NORWITCH DRIVE
PHILADELPHIA,PA19153
  POF MEMORIAL GIFT 5,000

SNO-VALLEY SENIOR CENTER

4610 STEPHENS AVENUE PO BOX 96
CARNATION,WA98014
  PC MEMORIAL GIFT 2,500

SPUR COMMUNITY FOUNDATION

PO BOX 6184
KETCHUM,ID83340
  PC CAPITAL CAMPAIGN 25,000

THE DAWN REDWOODS CHARITABLE TRUST

ONE BLACKFIELD DRIVE SUITE 331
TIBURON,CA949202053
  PC MEMORIAL GIFT 10,000

THE DAWN REDWOODS CHARITABLE TRUST

ONE BLACKFIELD DRIVE SUITE 331
TIBURON,CA949202053
  PC MEMORIAL GIFT 10,000

THE GENERAL AND NANCY LEE BRADY FOUNDATION

C/O THE CATHOLIC COMMUNITY
FOUNDATION 111 BARILLA PLACE
SANANTONIO,TX78209
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

UND FOUNDATION

3501 UNIVERSITY AVE STOP 8157
GRANDFORKS,ND58202
  PC PROGRAM SUPPORT 28,800

UNIVERSITY OF WASHINGTON FOUNDATION

BOX 359505
SEATTLE,WA981959505
  PC PROGRAM SUPPORT 2,500

UNIVERSITY OF WASHINGTON FOUNDATION

BOX 359505
SEATTLE,WA981959505
  PC PROGRAM SUPPORT 2,500

VANGUARD CHARITABLE

PO BOX 9509
WARWICK,RI02889
  PC PROGRAM SUPPORT 165,000

VINTAGE RACERS FOR RESCUES

1010 RYANS WAY
ALTON,VA24520
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 10,000

WASHINGTON POLICY CENTER

PO BOX 3643
SEATTLE,WA98124
  PC MEMORIAL GIFT 2,500

WASHINGTON POLICY CENTER

PO BOX 3643
SEATTLE,WA98124
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 50,000

WHITWORTH UNIVERSITY

300 W HAWTHORNE ROAD
SPOKANE,WA99251
  PC MEMORIAL GIFT 2,500

5TH AVENUE THEATRE

1326 5TH AVENUE SUITE 735
SEATTLE,WA98101
  PC RISING STAR PROJECT 20,000

AMERICAN HEART ASSOCIATION INC

710 2ND AVE SUITE 900
SEATTLE,WA98104
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

ARBORETUM FOUNDATION

2300 ARBORETUM DRIVE E
SEATTLE,WA98112
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 5,000

BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON

1201 NINTH AVENUE
SEATTLE,WA981012795
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 100,000

DRAMA LEAGUE

32 AVENUE OF THE AMERICAS GROUND
LEVEL
NEWYORK,NY10013
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 100,000

HETRICK-MARTIN INSTITUTE

2 ASTOR PLACE
NEWYORK,NY10003
  PC EVENT 5,000

JED FOUNDATION

6 EAST 39TH ST SUITE 700
NEWYORK,NY10016
  PC EVENT 10,000

JED FOUNDATION

6 EAST 39TH ST SUITE 700
NEWYORK,NY10016
  PC EVENT 25,000

JED FOUNDATION

6 EAST 39TH ST SUITE 700
NEWYORK,NY10016
  PC PROGRAM SUPPORT 750,000

JED FOUNDATION

6 EAST 39TH ST SUITE 700
NEWYORK,NY10016
  PC PROGRAM SUPPORT 250,000

JED FOUNDATION

6 EAST 39TH ST SUITE 700
NEWYORK,NY10016
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 200,000

LIFE WORKS

906 NEW YORK STREET
LONGVIEW,WA986324132
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 50,000

ONE LOVE FOUNDATION

PO BOX 368
BRONXVILLE,NY10708
  PC PROGRAM SUPPORT 100,000

PACIFIC NORTHWEST BALLET ASSOCIATION

301 MERCER ST
SEATTLE,WA98109
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 100,000

PANORAMA GLOBAL

2101 4TH AVE STE 2100
SEATTLE,WA98121
  PC BEHAVIORAL HEALTH CATALYST 50,000

PEPS

4649 SUNNYSIDE AVENUE N 324
SEATTLE,WA98103
  PC PARENTS OF ADOLESCENTS & TEENS PROGRAM 50,000

PLANNED PARENTHOOD

PPGNHI FUNDRAISING MS 313641 PO BOX
3641
SEATTLE,WA981243641
  PC PROGRAM SUPPORT 100,000

RECOVERY CAFE

2022 BOREN AVE
SEATTLE,WA981212703
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 25,000

STOLENYOUTH

PO BOX 296
SEATTLE,WA98111
  PC EVENT 5,000

SUMMER SEARCH

635 ANDOVER PARK WEST BUILDING 8
SUITE 200
TUKWILA,WA98188
  PC DEPTH MENTORING INSTITUTE 100,000

SWEDISH MEDICAL CENTER FOUNDATION

747 BROADWAY
SEATTLE,WA98122
  PC WOMEN'S WELLNESS 115,000

THE STABILITY NETWORK

114 GARFIELD STREET
SEATTLE,WA98109
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 50,000

WHIM W'HIM

3417 EVANSTON AVE N 229
SEATTLE,WA98103
  PC EVENT 10,000

WHIM W'HIM

3417 EVANSTON AVE N 229
SEATTLE,WA98103
  PC PROPERTY IMPROVEMENT 200,000

WHIM W'HIM

3417 EVANSTON AVE N 229
SEATTLE,WA98103
  PC GREATEST NEED/ UNRESTRICTED SUPPORT 100,000

YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY

1118 FIFTH AVENUE
SEATTLE,WA98101
  PC PROGRAM SUPPORT 10,000

YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY

1118 FIFTH AVENUE
SEATTLE,WA98101
  PC PASSAGE POINT FURNISHINGS 50,000
Total .................................right arrow 3a 6,604,049
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
Page 12
Part XV-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 ...........
525990   14 8,168  
4 Dividends and interest from securities .... 525990   14 1,387,359  
5 Net rental income or (loss) from real estate:
aDebt-financed property......     16 1  
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income ..... 525990   14 97  
8 Gain or (loss) from sales of assets other than
inventory ............
525990   18 3,708,855  
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 5,104,480 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
5,104,480
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2022)
Form 990-PF (2022)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2022
Name of the organization
APEX FOUNDATION
 
Employer identification number

91-1950397
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2022)
Schedule B (Form 990) (2022) Page 2
Name of organization
APEX FOUNDATION
 
Employer identification number
91-1950397
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
1
BRUCE R MCCAW
PO BOX 1607
 
BELLEVUE, WA98009

$ 1,490,890


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 3
Name of organization
APEX FOUNDATION
 
Employer identification number

91-1950397
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
1
97,000 SHARES OF ATLAS CORP. (ATCO) COMMON STOCK $ 1,490,890 2022-11-17
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
(a)
No. from Part I
(b)
Description of noncash property given
(c)
FMV (or estimate)
(See instructions)
(d)
Date received
 
$    
Schedule B (Form 990) (2022)
Schedule B (Form 990) (2022)
Page 4
Name of organization
APEX FOUNDATION
 
Employer identification number

91-1950397
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I
(b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2022)
Additional Data


Software ID:  
Software Version:  

TY 2022 AccountingFeesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 12,700 0   12,700

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 DepreciationSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)
Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
DELL OPTIPLEX 9010 COMPUTER - STEWART 2013-05-24 1,311 1,311 SL 5.000000000000 0 0    
4 - IPHONES 2014-09-23 1,335 1,335 SL 5.000000000000 0 0    
13" MACBOOK AIR #G5RN 2015-01-16 1,286 1,286 SL 5.000000000000 0 0    
DELL LATITUDE 7350 LAPTOP 2015-06-09 1,979 1,979 SL 5.000000000000 0 0    
CUBICAL OFFICE SYSTEMS 2016-10-04 12,731 9,550 SL 7.000000000000 1,819 0    
13.5" MICROSOFT SURFACE AND DOCKING STATION 2017-05-19 1,930 1,265 SL 7.000000000000 276 0    
DELL OPTIPLEX 7050 - ERIN 2017-11-13 1,185 704 SL 7.000000000000 169 0    
MICROSOFT SURFACE LAPTOP 2019-08-12 1,683 580 SL 7.000000000000 240 0    
CDW LAPTOPS 2020-08-04 2,718 550 SL 7.000000000000 388 0    

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2022 ExpenditureResponsibilityStmt
Name:
APEX FOUNDATION
EIN:
91-1950397
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
HERITAGE FLIGHT MUSEUM
 
15053 CROSSWIND DR
BURLINGTON,WA98233
2022-12-07 25,000 GENERAL OPERATING SUPPORT 25,000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 25,000 IN 2022 2023-04-08  
SPEEDWAY MOTORS MUSEUM OF AMERICAN SPEED
 
PO BOX 81906
LINCOLN,NE65828
2021-12-21 10,000 TO SUPPORT AREA OF GREATEST NEED   TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 0 IN 2021 / 0 IN 2022 2023-04-26  
GENETHON
 
1 BIS RU DE LINTERNATIONALE
EVRY   91000
FR
2019-10-01 100,081 SUPPORT FOR THE RESEARCH PROJECT ENTITLED "IDENTIFICATION OF BIOMARKERS FOR FKRP DEFICIENCY" LED BY ISABELLE RICHARD, LAB DIRECTOR AT THE GENETHON. 100,081 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 74,454 IN 2020 / 25,627 IN 2021 2022-05-23  
GENETHON
 
1 BIS RU DE LINTERNATIONALE
EVRY   91000
FR
2019-10-30 108,052 SUPPORT FOR THE RESEARCH PROJECT ENTITLED "INVESTIGATION OF THE REGULATION OF FKRP EXPRESSION" LED BY ISABELLE RICHARD, LAB DIRECTOR AT THE GENETHON. 108,052 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 76,460 IN 2020 / 31,592 IN 2021 2022-05-23  
EUROPEAN NEUROMUSCULAR CENTER
 
LT GEN VAN HEUTSZLAAN 6
BAARN   JN 3743
NL
2022-12-08 5,000 SUPPORT 2022 ENMC WORKSHOP 5,000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 5,000 IN 2022 2023-04-21  
OXBOW FARM AND CONSERVATION CENTER
 
10819 CARNATION-DUVALL RD NE
CARNATION,WA98014
2022-09-07 5,000 MEMORIAL GRANT TO BE USED FOR AREA OF GREATEST NEED 5,000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 5,000 IN 2022 2023-03-10  
OXBOW FARM AND CONSERVATION CENTER
 
10819 CARNATION-DUVALL RD NE
CARNATION,WA98014
2022-11-03 5,000 SUPPORT FOR THE EDUCATION PROGRAM 5,000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 5,000 IN 2022 2023-03-10  
SIMEONE FOUNDATION AUTOMOTIVE MUSEUM
 
6825 NORWITCH DRIVE
PHILADELPHIA,PA19153
2022-07-20 5,000 MEMORIAL GRANT TO BE USED FOR AREA OF GREATEST NEED 5,000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 5,000 IN 2022 2023-04-26  

TY 2022 InvestmentsOtherSchedule2
Name:
APEX FOUNDATION
EIN:
91-1950397
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
EQUITIES & FIXED INCOME AT COST 84,417,285 94,082,882
PRIVATE EQUITY AT COST 26,135,523 42,647,101

TY 2022 LandEtcSchedule2
Name:
APEX FOUNDATION
EIN:
91-1950397
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
DELL LATITUDE 7350 LAPTOP 1,979 1,979 0  
CUBICAL OFFICE SYSTEMS 12,731 11,369 1,362  
13.5" MICROSOFT SURFACE AND DOCKING STATION 1,930 1,541 389  
MICROSOFT SURFACE LAPTOP 1,683 820 863  
CDW LAPTOPS 2,718 938 1,780  


TY 2022 LegalFeesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 1,555 0   1,555


TY 2022 OtherAssetsSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
SPACE MEMORABILIA 4,391,826 4,391,826 4,391,826
SPITFIRE 1,075,000 1,075,000 1,075,000
NORM TAYLOR COLLECTION 717,016 717,016 717,016
RARE BOOKS 1,619,301 1,619,301 1,619,301
OYSTER SKIFF 4,000 4,000 4,000


TY 2022 OtherExpensesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OFFICE EXPENSE 8,282 0   8,282
SOFTWARE/MAINTENANCE/RENEWAL 16,664 0   16,664
INSURANCE 12,996 0   12,996
TRAVEL/MILEAGE 26,825 0   26,825
MISCELLANEOUS 3,079 0   3,079
LICENSING & FEES 96 0   96
EQUITIES & FIXED INCOME 77,781 77,781   0
PRIVATE EQUITY 1,810,011 668,645   242
PAYROLL RELATED EXPENSE 821 0   821
SUPPLIES 1,689 0   1,689
WRITE OFF OF RECYCLED PHONES & COMPUTERS 312 0   312


TY 2022 OtherIncomeSchedule2
Name:
APEX FOUNDATION
EIN:
91-1950397
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PRIVATE EQUITY 97 97 97


TY 2022 OtherLiabilitiesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Description Beginning of Year - Book Value End of Year - Book Value
OTHER LIABILITIES 2,029 2,363


TY 2022 OtherProfessionalFeesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 6,845 0   6,845


TY 2022 TaxesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE & UBI TAXES 84,274 0   0
PAYROLL TAX 60,681 12,056   48,625
FOREIGN TAXES PAID 9,756 9,756   0