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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$165,605,623J 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) 7,357,495
2 Check right arrow.............
3 Interest on savings and temporary cash investments 326,635 326,635  
4 Dividends and interest from securities... 1,408,388 1,408,388  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,733,751
b Gross sales price for all assets on line 6a 109,687,579
7 Capital gain net income (from Part IV, line 2)... 4,733,751
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
List of Attached Documents:
// Content
30,000 0  
12 Total. Add lines 1 through 11........ 13,856,269 6,468,774  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 656,343 193,590   462,753
14 Other employee salaries and wages...... 321,421 0   321,421
15 Pension plans, employee benefits....... 84,564 18,153   66,411
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
1,615 0   1,615
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,653 0   2,653
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
7,905 0   7,905
17 Interest............... 29,401 29,401   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
104,247 47,982   56,265
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
2,266 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 41,371 0   41,371
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
842,612 783,255   57,364
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,094,398 1,072,381   1,017,758
25 Contributions, gifts, grants paid....... 7,509,675 6,116,422
26 Total expenses and disbursements. Add lines 24 and 25 9,604,073 1,072,381   7,134,180
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,252,196
b Net investment income (if negative, enter -0-) 5,396,393
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 236,731 259,031 259,031
2 Savings and temporary cash investments......... 35,015 52 52
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 arrow3,584,500
Less: allowance for doubtful accounts right arrow0 4,084,500 3,584,500 3,584,500
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).......... 110,552,808 Click to see attachment
List of Attached Documents:
// Content
116,210,222 		154,846,097
14 Land, buildings, and equipment: basis right arrow21,042
Less: accumulated depreciation (attach schedule) right arrow18,988 4,320 Click to see attachment
List of Attached Documents:
// Content
2,054 		2,054
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
6,913,889 		Click to see attachment
List of Attached Documents:
// Content
6,913,889
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 122,720,517 126,969,748 165,605,623
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
2,363 		Click to see attachment
List of Attached Documents:
// Content
-602
23 Total liabilities (add lines 17 through 22)......... 2,363 -602
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........... 122,718,154 126,970,350
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)..... 122,718,154 126,970,350
30 Total liabilities and net assets/fund balances (see instructions). 122,720,517 126,969,748
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
122,718,154
2
Enter amount from Part I, line 27a .....................
2
4,252,196
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
126,970,350
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
126,970,350
Form 990-PF (2023)
Form 990-PF (2023)
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 ARCH VENTURE FUND X OVERAGE, LP P    
b ARCH VENTURE FUND X, LP P    
c ARCH VENTURE FUND XI, LP P    
d BLUE OWL HEALTHCARE OPPORTUNITIES IV LP P    
e BLUE OWL HEALTHCARE OPPORTUNITIES IV LP P    
GS CAPITAL PARTNERS VI PARALLEL, LP P    
LEAVITT EQUITY PARTNERS I, LP P    
LEAVITT EQUITY PARTNERS II, LP P    
PUBLICLY TRADED SECURITIES      
RSQUARED FUND I, LP P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 11,353     11,353
b 11,353     11,353
c     20,695 -20,695
d     18,709 -18,709
e 193,203     193,203
1,871     1,871
    356 -356
8,372     8,372
109,461,427   104,864,068 4,597,359
    50,000 -50,000
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       11,353
b       11,353
c       -20,695
d       -18,709
e       193,203
      1,871
      -356
      8,372
      4,597,359
      -50,000
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 4,733,751
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
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 75,010
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 75,010
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 75,010
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 118,426
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.............. 7 118,426
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 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 43,416
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow43,416 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 		252,221 12,615 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 		193,590 18,154 0
PO BOX 245
BELLEVUE,WA98009
AURELIE MCKINSTRY EXECUTIVE DIRECTOR/SECRETA
40.00 		210,532 21,889 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 		116,823 18,757 0
PO BOX 245
BELLEVUE,WA98009
ERIN EDELBROCK PROGRAM AND OPERATIO
40.00 		108,127 5,780 0
PO BOX 245
BELLEVUE,WA98009
KATHIE MCAVOY OPERATIONS MANGER
40.00 		82,500 3,810 0
PO BOX 245
BELLEVUE,WA98009
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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 62,548
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 (2023)
Form 990-PF (2023)
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
103,186,647
b
Average of monthly cash balances.......................
1b
176,071
c
Fair market value of all other assets (see instructions)................
1c
36,695,148
d
Total (add lines 1a, b, and c).........................
1d
140,057,866
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
140,057,866
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,100,868
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
137,956,998
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
6,897,850
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
6,897,850
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
75,010
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
75,010
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,822,840
4
Recoveries of amounts treated as qualifying distributions................
4
30,000
5
Add lines 3 and 4............................
5
6,852,840
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
6,852,840
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
7,134,180
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
7,134,180
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 6,852,840
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 6,977,858
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 7,134,180
a Applied to 2022, but not more than line 2a 6,977,858
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 2023 distributable amount..... 156,322
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		6,696,518
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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

AUDRAIN AUTOMOTIVE MUSEUM

222 BELLEVUE AVE
NEWPORT,RI02840 		  PC GENERAL OPERATING SUPPORT 2,500

LOOMIS CHAFFEE SCHOOL

4 BATCHELDER ROAD
WINDSOR,CT06095 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 2,500

KERING FOUNDATION

65 BLEECKER STREET 2ND FLOOR
NEW YORK,NY10012 		  PC EVENT SUPPORT 250,000

KERING FOUNDATION

65 BLEECKER STREET 2ND FLOOR
NEW YORK,NY10012 		  PC EVENT SUPPORT 100,000

DRAMA LEAGUE

32 AVENUE OF THE AMERICAS
NEW YORK,NY10013 		  PC GENERAL OPERATING SUPPORT 100,000

JED FOUNDATION

6 EAST 39TH ST SUITE 700
NEW YORK,NY10016 		  PC EVENT SUPPORT 10,000

JED FOUNDATION

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

JED FOUNDATION

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

JED FOUNDATION

6 EAST 39TH ST SUITE 700
NEW YORK,NY10016 		  PC EVENT SUPPORT 25,000

SMILE TRAIN

633 THIRD AVE 9TH FLOOR
NEW YORK,NY10017 		  PC MEMORIAL GIFT 2,500

BEDS FROM BRIAN

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

FRED ROGERS PRODUCTIONS

424 S 27TH STREET SUITE 301
PITTSBURGH,PA15203 		  PC PROGRAM SUPPORT 5,000

THE JACK MILLER CENTER

PO BOX 20697
PHILADELPHIA,PA19128 		  PC PROGRAM SUPPORT 10,000

HERITAGE FOUNDATION

214 MASSACHUSETTS AVE NE
WASHINGTON,DC200024999 		  PC GENERAL OPERATING SUPPORT 25,000

NATIONAL AIR AND SPACE MUSEUM

PO BOX 37012 MRC 310
WASHINGTON,DC200137012 		  PC GENERAL OPERATING SUPPORT 25,000

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 GENERAL OPERATING SUPPORT 10,000

PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW SUITE 400 NORTH
WASHINGTON,DC20036 		  PC GENERAL OPERATING SUPPORT 25,000

PHILANTHROPY ROUNDTABLE

1120 20TH STREET NW SUITE 400 NORTH
WASHINGTON,DC20036 		  PC PROGRAM SUPPORT 25,000

GEORGETOWN UNIVERSITY

GIFT PROCESSING DEPARTMENT NUMBER
0734
WASHINGTON,DC200730734 		  PC PROGRAM SUPPORT 5,000

INTERNATIONAL JUSTICE MISSION

PO BOX 96961
WASHINGTON,DC200906961 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,200

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC200908204 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 260

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC200908204 		  PC PROGRAM SUPPORT 5,000

AOPA FOUNDATION

421 AVIATION WAY
FREDERICK,MD21701 		  PC MEMORIAL GIFT 2,500

AOPA FOUNDATION

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

GATES GLOBAL POLICY CENTER

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

BILL OF RIGHTS INSTITUTE

1310 NORTH COURTHOUSE RD 620
ARLINGTON,VA22201 		  PC PROGRAM SUPPORT 50,000

INDEPENDENT WOMEN'S FORUM

4 WEEMS LANE 312
WINCHESTER,VA22601 		  PC GENERAL OPERATING SUPPORT 5,000

SAINT THOMAS AQUINAS UNIVERSITY PARISH

401 ALDERMAN ROAD
CHARLOTTESVILLE,VA22904 		  PC MEMORIAL GIFT 5,000

MERCY CHEFS

711 WASHINTON ST
PORTSMOUTH,VA23704 		  PC PROGRAM SUPPORT 5,000

VINTAGE RACERS FOR RESCUES

1010 RYANS WAY
ALTON,VA24520 		  PC GENERAL OPERATING SUPPORT 10,000

PATIENTRIGHTSADVOCATEORG

1188 CENTRE ST
NEWTON CENTER,MA02459 		  PC GENERAL OPERATING SUPPORT 10,000

SAMARITAN'S PURSE

PO BOX 3000
BOONE,NC286073000 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 5,000

CONGRESSIONAL MEDAL OF HONOR SOCIETY

40 PATRIOTS POINT ROAD
MT PLEASANT,SC29464 		  PC PROGRAM SUPPORT 90,000

MOTORSPORTS HALL OF FAME AMERICA

1801 W INTERNATIONAL SPEEDWAY BLVD
DAYTONA BEACH,FL32114 		  PC MEMORIAL GIFT 2,500

NATIONAL FLIGHT ACADEMY

ONE FETTERMAN WAY
PENSACOLA,FL32508 		  PC PROGRAM SUPPORT 9,000

PIKE FOUNDATION

8347 WEST RANGE COVE
MEMPHIS,TN38125 		  PC PROGRAM SUPPORT 1,050

CHERRY STREET MISSION

PO BOX 9100
TOLEDO,OH43697 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,000

NATIONAL AVIATION HALL OF FAME

1100 SPAATZ STREET
DAYTON,OH45433 		  PC PROJECT SUPPORT 100,000

ARMSTRONG AIR & SPACE MUSEUM

500 APOLLO DRIVE
WAPAKONETA,OH45895 		  PC GENERAL OPERATING SUPPORT 5,000

UNIVERSITY OF IOWA CHILDREN'S HOSPITAL

201 S CLINTON ST SW164-4 GH
IOWA CITY,IA522424034 		  GOV PROJECT SUPPORT 2,500

URBAN ROOTS MN

1110 PAYNE AVE
SAINT PAUL,MN55130 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 100

UND FOUNDATION

3501 UNIVERSITY AVE STOP 8157
GRAND FORKS,ND58202 		  PC PROGRAM SUPPORT 21,600

RECREATIONAL AVIATION FOUNDATION

1711 W COLLEGE ST
BOZEMAN,MT597154913 		  PC PROJECT SUPPORT 10,000

CLASSIC LEAR JET FOUNDATION

626 S TYLER 75623
WICHITA,KS67209 		  PC PROJECT SUPPORT 10,000

CLASSIC LEAR JET FOUNDATION

626 S TYLER 75623
WICHITA,KS67209 		  PC GENERAL OPERATING SUPPORT 500

COSMOSPHERE & SPACE CENTER

1100 NORTH PLUM STREET
HUTCHINSON,KS67501 		  PC GENERAL OPERATING SUPPORT 10,000

NATIONAL WWII MUSEUM

945 MAGAZINE ST
NEW ORLEANS,LA70130 		  PC EVENT SUPPORT 150,000

BOY SCOUTS OF AMERICA NATIONAL FOUNDATION

1325 W WALNUT HILL LN PO BOX 152079
IRVING,TX75015 		  PC GENERAL OPERATING SUPPORT 10,000

NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION

1717 EAST RANDOL MILL ROAD
ARLINGTON,TX76011 		  PC MEMORIAL GIFT 2,500

NATIONAL MEDAL OF HONOR MUSEUM FOUNDATION

1717 EAST RANDOL MILL ROAD
ARLINGTON,TX76011 		  PC PROJECT SUPPORT 250,000

LONE STAR FLIGHT MUSEUM

11551 AEROSPACE AVE
HOUSTON,TX77034 		  PC EVENT SUPPORT 10,000

BATS CONSERVATION INTERNATIONAL

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

KIDDIE HAWK AIR ACADEMY

4 W DRY CREEK CIR STE 100
LITTLETON,CO80120 		  PC MEMORIAL GIFT 12,000

COLORADO COLLEGE

14 E CACHE LA POUDRE STREET
COLORADO SPRINGS,CO80903 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 10,000

COMPASSION INTERNATIONAL INCORPORATED

12290 VOYAGER PKWY
COLORADO SPRINGS,CO809213668 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 736

CENTER FOR AMERICAN VALUES

101 SOUTH MAIN STREET SUITE 100
PUEBLO,CO81003 		  PC GENERAL OPERATING SUPPORT 5,000

CAMAS COUNTY

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

IDAHO HUMANE SOCIETY

1300 S BIRD STREET
BOISE,ID83709 		  PC MEMORIAL GIFT 2,500

GIGI'S PLAYHOUSE PHOENIX

9160 E SHEA BLVD SUITE 103B
SCOTTSDALE,AZ85260 		  PC GENERAL OPERATING SUPPORT 5,000

PIMA AIR & SPACE MUSEUM

6000 E VALENCIA RD
TUCSON,AZ85756 		  PC PROJECT SUPPORT 300,000

PIMA AIR & SPACE MUSEUM

6000 E VALENCIA RD
TUCSON,AZ85756 		  PC GENERAL OPERATING SUPPORT 25,000

PETERSEN AUTOMOTIVE MUSEUM

6060 WILSHIRE BLVD
LOS ANGELES,CA90036 		  PC MEMORIAL GIFT 2,500

LAKESIDE SCHOOL

PO BOX 740136
LOS ANGELES,CA900740136 		  PC PROGRAM SUPPORT 5,000

ANGEL FLIGHT WEST

3161 DONALD DOUGLAS LOOP S
SANTA MONICA,CA904053210 		  PC MEMORIAL GIFT 2,500

ANGEL FLIGHT WEST

3161 DONALD DOUGLAS LOOP S
SANTA MONICA,CA904053210 		  PC GENERAL OPERATING SUPPORT 10,000

GENETHON

1 RUE D LINTERNATIONALE
EVRY   91000
FR 		  NC - FOREIGN NON-EXE PROJECT SUPPORT 40,840

GENETHON

1 RUE D LINTERNATIONALE
EVRY   91000
FR 		  NC - FOREIGN NON-EXE PROJECT SUPPORT 24,482

LEGACY OF ALOHA FOUNDATION

225 W PLAZA ST STE 300
SOLANA BEACH,WA92075 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 100

SAN DIEGO AIR AND SPACE MUSEUM

2001 PAN AMERICAN PLAZA
SAN DIEGO,CA92101 		  PC GENERAL OPERATING SUPPORT 5,000

PALM SPRINGS AIR MUSEUM

745 NORTH GENE AUTRY TRAIL
PALM SPRINGS,CA92262 		  PC EVENT SUPPORT 10,000

CHAPMAN UNIVERSITY

ONE UNIVERSITY DRIVE
ORANGE,CA92866 		  PC GENERAL OPERATING SUPPORT 25,000

BESANT HILL SCHOOL OF HAPPY VALLEY

8585 OJAI SANTA PAULA RD
OJAI,CA930239351 		  PC GENERAL OPERATING SUPPORT 5,000

SAN FRANCISCO-MARIN FOOD BANK

900 PENNSYLVANIA AVENUE
SAN FRANCISCO,CA94107 		  PC MEMORIAL GIFT 2,500

TERRY'S KIDS

21 ORINDA WAY SUITE C 321
ORINDA,CA94563 		  PC PROGRAM SUPPORT 5,000

HUMBOLDT BAY FIRE DEPARTMENT

533 C STREET
EUREKA,CA95501 		  GOV PROGRAM SUPPORT 5,000

PACIFIC LEGAL FOUNDATION

555 CAPITOL MALL SUITE 1290
SACRAMENTO,CA95814 		  PC GENERAL OPERATING SUPPORT 10,000

WOMEN HELPING WOMEN (MAUI)

1935 MAIN STREET SUITE 202
WAILUKU,HI96793 		  PC MEMORIAL GIFT 2,500

MAUI FOOD BANK

760 KOLU ST
WAILUKU,HI96793 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 103

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC PROGRAM SUPPORT 100,000

HAWAII COMMUNITY FOUNDATION

827 FORT STREET MALL
HONOLULU,HI96813 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

PEARL HARBOR AVIATION MUSEUM

319 LEXINGTON BLVD
HONOLULU,HI968185004 		  PC GENERAL OPERATING SUPPORT 10,000

BELLEVUE LIFESPRING

302 BELLEVUE SQUARE
BELLEVUE,WA98004 		  PC GENERAL OPERATING SUPPORT 25,000

OVERLAKE MEDICAL CENTER FOUNDATION

1035 116TH AVENUE NE
BELLEVUE,WA98004 		  PC GENERAL OPERATING SUPPORT 10,000

EASTSIDE COMMUNITY DEVELOPMENT FUND

330 112TH AVE NE
BELLEVUE,WA98004 		  PC GENERAL OPERATING SUPPORT 25,000

BOYS & GIRLS CLUBS OF BELLEVUE

209 100TH AVE NE
BELLEVUE,WA980045625 		  PC PROGRAM SUPPORT 50,000

PORCHLIGHT

13668 SE EASTGATE WAY
BELLEVUE,WA98005 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,800

SECOND AMENDMENT FOUNDATION

12500 NE 10TH PL
BELLEVUE,WA980052532 		  PC GENERAL OPERATING SUPPORT 10,000

SEATTLE HUMANE

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

SEATTLE HUMANE

13212 SE EASTGATE WAY
BELLEVUE,WA980054408 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

FOREST RIDGE SCHOOL

4800 139TH AVE SE
BELLEVUE,WA98006 		  PC GENERAL OPERATING SUPPORT 5,000

SALVATION ARMY

911 164TH AVE NE
BELLEVUE,WA98008 		  PC PROGRAM SUPPORT 25,000

BELLEVUE FIRE FOUNDATION

P O BOX 844
BELLEVUE,WA98009 		  PC GENERAL OPERATING SUPPORT 10,000

WASHINGTON WIND SYMPHONY

PO BOX 3743
BELLEVUE,WA98009 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

BELLEVUE POLICE FOUNDATION

PO BOX 1543
BELLEVUE,WA980091543 		  PC PROGRAM SUPPORT 25,000

CITIZEN'S ALLIANCE FOR PROPERTY RIGHTS LEGAL FUND

718 GRIFFIN AVE 7
ENUMCLAW,WA98022 		  PC GENERAL OPERATING SUPPORT 5,000

ISSAQUAH FOOD & CLOTHING BANK

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

HYDROPLANE AND RACEBOAT MUSEUM

5917 SOUTH 196TH STREET
KENT,WA98032 		  PC PROJECT SUPPORT 125,000

HYDROPLANE AND RACEBOAT MUSEUM

5917 SOUTH 196TH STREET
KENT,WA98032 		  PC PROJECT SUPPORT 50,000

PEDIATRIC INTERIM CARE CENTER

328 4TH AVENUE SOUTH
KENT,WA98032 		  PC GENERAL OPERATING SUPPORT 25,000

HYDROPLANE AND RACEBOAT MUSEUM

5917 SOUTH 196TH STREET
KENT,WA98032 		  PC GENERAL OPERATING SUPPORT 5,000

HYDROPLANE AND RACEBOAT MUSEUM

5917 SOUTH 196TH STREET
KENT,WA98032 		  PC GENERAL OPERATING SUPPORT 5,000

CITY OF MEDINA

501 EVERGREEN POINT ROAD
MEDINA,WA98039 		  GOV PROJECT SUPPORT 8,784

FRENCH AMERICAN SCHOOL OF PUGET SOUND

3795 EAST MERCER WAY
MERCER ISLAND,WA98040 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 4,015

FRENCH AMERICAN SCHOOL OF PUGET SOUND

3795 EAST MERCER WAY
MERCER ISLAND,WA98040 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 2,500

FRENCH AMERICAN SCHOOL OF PUGET SOUND

3795 EAST MERCER WAY
MERCER ISLAND,WA98040 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 2,500

CHAPS

PO BOX 686
MERCER ISLAND,WA98040 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 3,970

CHAPS

PO BOX 686
MERCER ISLAND,WA98040 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 5,000

SHAWNIGAN LAKE SCHOOL

PO BOX 2105
BOTHELL,WA980412105 		  SO I PROGRAM SUPPORT 25,000

MT SI SENIOR CENTER

PO BOX 806
NORTH BEND,WA98045 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 104

TRAIL YOUTH COFFEE

PO BOX 1196
NORTH BEND,WA98045 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 103

BEHIND THE BADGE FOUNDATION

8309 165TH AVE NE SUITE 205
REDMOND,WA98052 		  PC MEMORIAL GIFT 2,500

BEHIND THE BADGE FOUNDATION

8309 165TH AVE NE SUITE 205
REDMOND,WA98052 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 2,500

NELSEN MIDDLE SCHOOL PTSA

2403 JONES AVE S
RENTON,WA98055 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 100

A FUTURE & A HOPE

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

WORLD VISION INTERNATIONAL

PO BOX 9716
FEDERAL WAY,WA98063 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 987

MOUNT SI HIGH SCHOOL PTSA

8651 MEADOWBROOK WAY SE
SNOQUALMIE,WA98065 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 150

WOODINVILLE JUNIOR FOOTBALL ASSOCIATION

14241 NE WOODINVILLE-DUVALL RD 235
WOODINVILLE,WA98072 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 250

HOMEWARD PET ADOPTION CENTER

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

SAMMAMISH ROWING ASSOCIATION

PO BOX 3309
REDMOND,WA98073 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,225

SAMMAMISH ROWING ASSOCIATION

PO BOX 3309
REDMOND,WA98073 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 105

HOPELINK

PO BOX 3577
REDMOND,WA98073 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 541

FRIENDS OF ECHO GLEN

704 228TH AVENUE NE 204
SAMMAMISH,WA98074 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 100

HISTORYLINK

93 PIKE STREET SUITE 315B
SEATTLE,WA98101 		  PC GENERAL OPERATING SUPPORT 5,000

HISTORIC SEATTLE PRESERVATION FOUNDATION

1117 MINOR AVE
SEATTLE,WA98101 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 100

SEATTLE ART MUSEUM

1300 FIRST AVENUE
SEATTLE,WA98101 		  PC MEMORIAL GIFT 2,500

YWCA OF SEATTLE-KING COUNTY-SNOHOMISH COUNTY

1118 FIFTH AVENUE
SEATTLE,WA98101 		  PC PROGRAM SUPPORT 75,000

SEATTLE THEATRE GROUP

911 PINE STREET
SEATTLE,WA98101 		  PC PROJECT SUPPORT 25,000

SEATTLE AQUARIUM

1415 WESTERN AVE STE 505
SEATTLE,WA98101 		  PC PROJECT SUPPORT 350,000

HISTORYLINK

93 PIKE STREET SUITE 315B
SEATTLE,WA98101 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 310

PIKE PLACE MARKET FOUNDATION

93 PIKE ST STE 310
SEATTLE,WA981012166 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 250

BENAROYA RESEARCH INSTITUTE AT VIRGINIA MASON

1201 NINTH AVENUE
SEATTLE,WA981012795 		  PC PROJECT SUPPORT 500,000

PEPS

4649 SUNNYSIDE AVENUE N 324
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 40,000

PEPS

4649 SUNNYSIDE AVENUE N 324
SEATTLE,WA98103 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 250

WHIM W'HIM

3417 EVANSTON AVE N 229
SEATTLE,WA98103 		  PC GENERAL OPERATING SUPPORT 100,000

PEPS

4649 SUNNYSIDE AVENUE N 324
SEATTLE,WA98103 		  PC PROGRAM SUPPORT 40,000

PEPS

4649 SUNNYSIDE AVENUE N 324
SEATTLE,WA98103 		  PC EVENT SUPPORT 5,000

WHIM W'HIM

3417 EVANSTON AVE N 229
SEATTLE,WA98103 		  PC PROJECT SUPPORT 50,000

WHIM W'HIM

3417 EVANSTON AVE N 229
SEATTLE,WA98103 		  PC EVENT SUPPORT 20,000

AMERICAN HEART ASSOCIATION INC

710 2ND AVE SUITE 900
SEATTLE,WA98104 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 105

AMERICAN HEART ASSOCIATION INC

710 2ND AVE SUITE 900
SEATTLE,WA98104 		  PC GENERAL OPERATING SUPPORT 25,000

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 2,500

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 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 MEMORIAL GIFT 5,000

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 EVENT SUPPORT 10,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097 		  PC GENERAL OPERATING SUPPORT 5,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097 		  PC MEMORIAL GIFT 10,000

MUSEUM OF FLIGHT

9404 EAST MARGINAL WAY SOUTH
SEATTLE,WA981084097 		  PC GENERAL OPERATING SUPPORT 90,000

PACIFIC NORTHWEST BALLET ASSOCIATION

301 MERCER ST
SEATTLE,WA98109 		  PC GENERAL OPERATING SUPPORT 100,000

FRED HUTCH CANCER CENTER

PO BOX 19024 MAILSTOP J5-200
SEATTLE,WA98109 		  PC GENERAL OPERATING SUPPORT 10,000

FRED HUTCH CANCER CENTER

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

MUSEUM OF HISTORY AND INDUSTRY

860 TERRY AVE N
SEATTLE,WA98109 		  PC PROJECT SUPPORT 17,500

FRIENDS OF THE WATERFRONT SEATTLE

PO BOX 21272
SEATTLE,WA98111 		  PC MEMORIAL GIFT 2,500

STOLENYOUTH

PO BOX 296
SEATTLE,WA98111 		  PC EVENT SUPPORT 5,000

SEATTLE'S UNION GOSPEL MISSION

PO BOX 202
SEATTLE,WA981110202 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 1,000

SEATTLE POLICE FOUNDATION

PO BOX 456
SEATTLE,WA981110456 		  PC PROGRAM SUPPORT 10,000

SEATTLE POLICE FOUNDATION

PO BOX 456
SEATTLE,WA981110456 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 103

SEATTLE SYMPHONY

PO BOX 21906
SEATTLE,WA981113906 		  SO I EVENT SUPPORT 25,000

ARBORETUM FOUNDATION

2300 ARBORETUM DRIVE E
SEATTLE,WA98112 		  PC MEMORIAL GIFT 2,500

BLACK HERITAGE SOCIETY OF WASHINGTON STATE

PO BOX 28647
SEATTLE,WA98118 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 100

WORLD AFFAIRS COUNCIL

2200 ALASKAN WAY SUITE 450
SEATTLE,WA98121 		  PC PROJECT SUPPORT 5,000

BEHAVIORAL HEALTH CATALYST (PANORAMA GLOBAL)

2101 4TH AVE STE 2100
SEATTLE,WA98121 		  PC GENERAL OPERATING SUPPORT 50,000

SWEDISH MEDICAL CENTER FOUNDATION

747 BROADWAY
SEATTLE,WA98122 		  PC GENERAL OPERATING SUPPORT 10,000

EPIPHANY PARISH OF SEATTLE

1805 38TH AVENUE
SEATTLE,WA98122 		  PC MEMORIAL GIFT 2,500

SWEDISH MEDICAL CENTER FOUNDATION

747 BROADWAY
SEATTLE,WA98122 		  PC PROGRAM SUPPORT 60,000

SWEDISH MEDICAL CENTER FOUNDATION

747 BROADWAY
SEATTLE,WA98122 		  PC PROGRAM SUPPORT 100,000

WASHINGTON POLICY CENTER

PO BOX 3643
SEATTLE,WA98124 		  PC GENERAL OPERATING SUPPORT 50,000

C895 PUBLIC RADIO

10750 30TH AVE NE
SEATTLE,WA98125 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 90

C895 PUBLIC RADIO

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

BALLARD HIGH SCHOOL FOUNDATION

PO BOX 17626
SEATTLE,WA98127 		  PC MEMORIAL GIFT 2,500

CITY YEAR SEATTLEKING COUNTY

2203 23RD AVENUE SOUTH SUITE 101
SEATTLE,WA98144 		  PC GENERAL OPERATING SUPPORT 25,000

RAINIER SCHOLARS

2100 24TH AVENUE SOUTH SUITE 360
SEATTLE,WA98144 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 2,500

AFRICATOWN LAND TRUST

1437 S JACKSON ST SUITE 100
SEATTLE,WA98144 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 103

SEATTLE CHILDREN'S HOSPITAL FOUNDATION

M/S 818-F PO BOX 5371
SEATTLE,WA981455005 		  PC PROGRAM SUPPORT 5,000

SEATTLE CHILDREN'S HOSPITAL FOUNDATION

M/S 818-F PO BOX 5371
SEATTLE,WA981455005 		  PC MEMORIAL GIFT 2,500

SUMMER SEARCH

635 ANDOVER PARK WEST BUILDING 8
SUITE 200
TUKWILA,WA98188 		  PC PROGRAM SUPPORT 100,000

UNIVERSITY OF WASHINGTON FOUNDATION

BOX 359505
SEATTLE,WA981959505 		  PC PROJECT SUPPORT 100,000

YMCA OF SNOHOMISH COUNTY

PO BOX 419
EVERETT,WA98206 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 50

HERITAGE FLIGHT MUSEUM

15053 CROSSWIND DR
BURLINGTON,WA98233 		  POF GENERAL OPERATING SUPPORT 25,000

NORTHWEST ORGANIZATION FOR ANIMAL HELP

31300 BRANDSTROM ROAD
STANWOOD,WA98292 		  PC GENERAL OPERATING SUPPORT 25,000

PUGET BRASS

6212 152ND PL SE
SNOHOMISH,WA982964288 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 200

PUGET BRASS

6212 152ND PL SE
SNOHOMISH,WA982964288 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 500

AMERICAN STUDIO

5114 POINT FOSDICK DR SUITE F 3001
GIG HARBOR,WA983351733 		  PC GENERAL OPERATING SUPPORT 10,000

NORTHWEST MARITIME CENTER

431 WATER STREET
PORT TOWNSEND,WA98368 		  PC GENERAL OPERATING SUPPORT 5,000

THE BENJI PROJECT

PO BOX 1487
PORT TOWNSEND,WA98368 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 2,500

NORTHWEST MARITIME CENTER

431 WATER STREET
PORT TOWNSEND,WA98368 		  PC PROGRAM SUPPORT 125,000

FREEDOM FOUNDATION

PO BOX 552
OLYMPIA,WA98507 		  PC EVENT SUPPORT 5,000

HORIZONS ELEMENTARY PTSA

4601 67TH AVE SE
LACEY,WA98513 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 100

KELSO BABE RUTH

PO BOX 824
KELSO,WA986260072 		  PC PROGRAM SUPPORT 10,000

COLUMBIA THEATRE

PO BOX 1026
LONGVIEW,WA98632 		  PC PROGRAM SUPPORT 10,000

LIFE WORKS

906 NEW YORK STREET
LONGVIEW,WA986324132 		  PC GENERAL OPERATING SUPPORT 50,000

SPINAL CSF LEAK FOUNDATION

707 WEST MAIN AVE SUITE B1 PMB 103
SPOKANE,WA99201 		  PC MATCHING GIFT - GENERAL OPERATING SUPPORT 5,000

PARTNERS FOR EARLY LEARNING

PO BOX 5274
WEST RICHLAND,WA99353 		  PC GENERAL OPERATING SUPPORT 25,000

NEWCASTLE UNIVERSITY

NEWCASTLE JOINT RESEARCH OFFICE
GOSFORTH   NE3 3HD
UK 		  GOV PROJECT SUPPORT 67,686
Total .................................right arrow 3a 6,116,422
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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   14 326,635  
4 Dividends and interest from securities .... 525990   14 1,408,388  
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 ..... 525990   14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		525990   18 4,733,751  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT REFUND 		        30,000
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 6,468,774 30,000
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,498,774
(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.)
11A NOT APPLICABLE
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
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
2023
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) (2023)
Schedule B (Form 990) (2023) 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

$ 7,357,495


(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) (2023)
Schedule B (Form 990) (2023)
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
 18.316439% LIMITED PARTNER INTEREST IN PLANTING GROUND FUND L.P. $ 7,357,495 2023-12-31
(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) (2023)
Schedule B (Form 990) (2023)
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 2,653 0   2,653

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

TY 2023 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 LATITUDE 7350 LAPTOP 2015-06-09 1,979 1,979 SL 5.000000000000 0 0    
CUBICAL OFFICE SYSTEMS 2016-10-04 12,731 11,369 SL 7.000000000000 1,362 0    
13.5" MICROSOFT SURFACE AND DOCKING STATION 2017-05-19 1,930 1,541 SL 7.000000000000 276 0    
MICROSOFT SURFACE LAPTOP 2019-08-12 1,683 820 SL 7.000000000000 240 0    
CDW LAPTOPS 2020-08-04 2,718 938 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 2023 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 		2023-11-15 25,000 GENERAL OPERATING SUPPORT 25,000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 12/31/2023 2024-05-28  
SPEEDWAY MOTORS MUSEUM OF AMERICAN SPEED
  		PO BOX 81906
LINCOLN,NE65828 		2021-12-21 10,000 TO SUPPORT AREA OF GREATEST NEED 10,000 TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 12/31/2021, 12/31/2022, 12/31/2023 2024-06-03  
GENETHON
  		1 BIS RU DE LINTERNATIONALE
EVRY   91000
FR 		2023-05-10 24,482 SUPPORT FOR THE RESEARCH PROJECT ENTITLED "IDENTIFICATION OF BIOMARKERS FOR FKRP DEFICIENCY" LED BY ISABELLE RICHARD, RESEARCH DIRECTOR AT THE CNRS AND HEAD OF THE LIMB GIRDLE MUSCULAR DYSTROPHIES LAB IN GENETHON.   TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 12/31/2023 2024-05-17  
GENETHON
  		1 BIS RU DE LINTERNATIONALE
EVRY   91000
FR 		2023-06-10 40,840 SUPPORT FOR THE RESEARCH PROJECT ENTITLED "FKRP GENE REGULATION" LED BY ISABELLE RICHARD, RESEARCH DIRECTOR AT THE CNRS AND HEAD OF THE LIMB GIRDLE MUSCULAR DYSTROPHIES LAB IN GENETHON.   TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY 12/31/2023 2024-05-17  

TY 2023 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 89,845,591 110,812,604
PRIVATE EQUITY AT COST 26,364,631 44,033,493

TY 2023 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 12,731 0  
13.5" MICROSOFT SURFACE AND DOCKING STATION 1,930 1,817 113  
MICROSOFT SURFACE LAPTOP 1,683 1,060 623  
CDW LAPTOPS 2,718 1,326 1,392  


TY 2023 LegalFeesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 1,615 0   1,615


TY 2023 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 4,215,588 4,215,588
SPITFIRE 1,075,000 1,075,000 1,075,000
NORM TAYLOR COLLECTION 717,016 0 0
RARE BOOKS 1,619,301 1,619,301 1,619,301
OYSTER SKIFF 4,000 4,000 4,000


TY 2023 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 7,495 0   7,495
SOFTWARE/MAINTENANCE/RENEWAL 20,861 0   20,861
INSURANCE 12,966 0   12,966
MISCELLANEOUS 6,297 0   6,297
LICENSING & FEES 13 0   13
EQUITIES & FIXED INCOME 98,498 98,498   0
PRIVATE EQUITY 686,556 684,383   180
PAYROLL RELATED EXPENSE 2,922 0   2,922
SUPPLIES 6,630 0   6,630
OTHER EXPENSE - PRIVATE EQUITY 372 372   0
RENTAL EXPENSE - PRIVATE EQUITY 2 2   0


TY 2023 OtherIncomeSchedule2
Name:
APEX FOUNDATION
EIN:
91-1950397
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
GRANT REFUND 30,000   30,000


TY 2023 OtherLiabilitiesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Description Beginning of Year - Book Value End of Year - Book Value
OTHER LIABILITIES 2,363 -602


TY 2023 OtherProfessionalFeesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PROFESSIONAL FEES 7,905 0   7,905


TY 2023 TaxesSchedule
Name:
APEX FOUNDATION
EIN:
91-1950397
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL TAX 65,258 8,993   56,265
FOREIGN TAXES PAID 38,989 38,989   0