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
KEITH & MARY KAY MCCAW FAMILY FOUND
 
Number and street (or P.O. box number if mail is not delivered to street address)201 TERRY AVENUE NORTH SUITE A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEATTLE, WA98109
A Employer identification number

91-1920617
B Telephone number (see instructions)

(206) 282-1001
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$28,776,320J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 75,369 75,369  
4 Dividends and interest from securities... 490,143 490,143  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,018,490
b Gross sales price for all assets on line 6a 14,982,277
7 Capital gain net income (from Part IV, line 2)... 1,018,490
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).......      
12 Total. Add lines 1 through 11........ 1,584,002 1,584,002  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
214     214
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,900     3,900
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
185,985 185,985    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
809     180
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 190,908 185,985   4,294
25 Contributions, gifts, grants paid....... 1,328,545 1,328,545
26 Total expenses and disbursements. Add lines 24 and 25 1,519,453 185,985   1,332,839
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 64,549
b Net investment income (if negative, enter -0-) 1,398,017
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............. 646,462 294,645 294,645
2 Savings and temporary cash investments......... 45,464 81,725 81,725
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 arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 8,071,633 4,859,518 4,859,518
b Investments—corporate stock (attach schedule)....... 16,395,269 Click to see attachment
List of Attached Documents:
// Content
21,565,709 		21,565,709
c Investments—corporate bonds (attach schedule)....... 1,104,047 Click to see attachment
List of Attached Documents:
// Content
1,974,723 		1,974,723
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,262,875 28,776,320 28,776,320
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)    
23 Total liabilities (add lines 17 through 22).........   0
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........... 26,262,875 28,776,320
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)..... 26,262,875 28,776,320
30 Total liabilities and net assets/fund balances (see instructions). 26,262,875 28,776,320
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
26,262,875
2
Enter amount from Part I, line 27a .....................
2
64,549
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,448,896
4
Add lines 1, 2, and 3 ..........................
4
28,776,320
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
28,776,320
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 GEICO CORP P 2021-03-04 2023-07-17
b ISHARES N AMERICAN TECH SOFT P 2022-12-12 2023-07-26
c THE FINANCIAL SEL SECT SPDR FD P 2023-06-05 2023-07-21
d JPMORGAN CHASE & CO P 2012-03-02 2023-02-17
e MADISON MACOUP BE P 2022-06-14 2023-11-01
JPMORGAN CHASE & CO P 2022-02-24 2023-02-17
US TSY NOTE P 2023-03-31 2023-06-15
JPMORGAN CHASE & CO P 2012-03-12 2023-02-17
WISCONSIN ST BE P 2021-09-17 2023-08-18
JPMORGAN CHASE & CO P 2022-03-10 2023-02-17
US TSY NOTE P 2023-06-22 2023-07-31
JPMORGAN CHASE & CO P 2012-03-13 2023-02-17
WISCONSIN ST BE P 2021-09-17 2023-11-14
KKR & CO INC CL A P 2022-09-07 2023-07-21
ALPHABET INC CL C P 2009-04-16 2023-02-17
JPMORGAN CHASE & CO P 2014-07-17 2023-02-17
BANK OF NY MELLON P 2018-09-19 2023-08-11
KKR & CO INC CL A P 2022-11-16 2023-11-16
ALPHABET INC CL C P 2009-05-27 2023-02-17
KKR & CO INC CL A P 2022-09-07 2023-11-16
CANADIAN IMPERIAL P 2018-09-06 2023-09-14
MEDTRONIC PLC SHS P 2023-01-23 2023-03-29
ALPHABET INC CL C P 2014-10-22 2023-02-17
NIKE INC B P 2016-09-16 2023-05-08
SANOFI P 2018-06-12 2023-06-20
NIKE INC B P 2022-10-17 2023-08-23
AMERICAN TOWER CORP P 2013-06-25 2023-05-08
NIKE INC B P 2016-11-04 2023-05-08
STATOIL ASA P 2012-11-15 2023-01-17
NIKE INC B P 2022-11-16 2023-08-23
AMERICAN TOWER CORP P 2013-10-11 2023-05-08
NIKE INC B P 2019-06-11 2023-05-08
US TSY NOTE P 2016-02-16 2023-01-31
NIKE INC B P 2023-07-21 2023-08-23
BANK OF AMERICA CORP P 2020-02-12 2023-11-06
NIKE INC B P 2019-06-11 2023-08-23
US TSY NOTE P 2013-03-12 2023-02-15
ORACLE CORP P 2022-11-10 2023-06-01
CVS HEALTH CORP COM P 2021-11-11 2023-02-17
NIKE INC B P 2022-03-02 2023-08-23
US TSY NOTE P 2015-10-07 2023-02-15
ORACLE CORP P 2022-11-16 2023-06-01
CVS HEALTH CORP COM P 2021-11-23 2023-02-17
US TSY NOTE P 2018-01-29 2023-01-31
ORACLE CORP P 2023-01-23 2023-06-01
JPMORGAN CHASE & CO P 2008-04-04 2023-02-17
US TSY NOTE P 2018-08-23 2023-07-31
PALO ALTO NETWORKS INC P 2022-10-17 2023-05-17
JPMORGAN CHASE & CO P 2009-01-16 2023-02-17
DOCUSIGN INC P 2023-01-23 2023-05-08
QUALCOMM INC P 2023-07-21 2023-11-16
JPMORGAN CHASE & CO P 2009-04-02 2023-02-17
ESTEE LAUDER CO INC CL A P 2023-01-23 2023-05-17
SIMON PPTY GROUP INC P 2022-08-02 2023-05-08
JPMORGAN CHASE & CO P 2010-12-03 2023-02-17
(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 20,000   20,000  
b 588,505   437,524 150,981
c 654,155   604,190 49,965
d 9,194   2,651 6,543
e 285,000   285,000  
113,160   113,450 -290
2,350,000   2,350,000  
90,104   25,829 64,275
77,846   100,303 -22,457
84,870   78,582 6,288
2,350,000   2,350,000  
21,217   6,261 14,956
77,677   100,294 -22,617
272,396   223,643 48,753
206,991   21,246 185,745
20,227   8,358 11,869
60,000   59,651 349
270,788   217,648 53,140
52,695   5,713 46,982
350,043   263,402 86,641
110,000   109,810 190
568,165   591,799 -23,634
3,040   864 2,176
28,500   12,420 16,080
100,000   99,827 173
118,568   107,906 10,662
189,496   71,156 118,340
68,526   27,141 41,385
100,000   100,000  
118,568   126,995 -8,427
16,964   6,541 10,423
168,973   111,417 57,556
145,000   145,000  
69,165   76,169 -7,004
378,647   467,960 -89,313
6,521   5,512 1,009
50,000   49,901 99
540,830   394,795 146,035
353,014   377,071 -24,057
177,852   245,228 -67,376
50,000   50,000  
116,650   88,035 28,615
211,809   225,136 -13,327
50,000   49,715 285
233,299   195,232 38,067
138,904   45,075 93,829
250,000   250,000  
404,889   333,892 70,997
18,388   2,960 15,428
502,792   596,148 -93,356
644,906   627,249 17,657
149,937   30,236 119,701
430,998   599,169 -168,171
466,307   456,804 9,503
46,678   12,879 33,799
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        
b       150,981
c       49,965
d       6,543
e        
      -290
       
      64,275
      -22,457
      6,288
       
      14,956
      -22,617
      48,753
      185,745
      11,869
      349
      53,140
      46,982
      86,641
      190
      -23,634
      2,176
      16,080
      173
      10,662
      118,340
      41,385
       
      -8,427
      10,423
      57,556
       
      -7,004
      -89,313
      1,009
      99
      146,035
      -24,057
      -67,376
       
      28,615
      -13,327
      285
      38,067
      93,829
       
      70,997
      15,428
      -93,356
      17,657
      119,701
      -168,171
      9,503
      33,799
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 1,018,490
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 3 329,781
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 19,432
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  
3 Add lines 1 and 2........................... 3 19,432
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,432
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 4,026
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 24,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,026
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
8 844
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 7,750
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow7,750 Refundedright arrow 11  
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$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowDEBRA TAWNEY STROH Telephone no.right arrow (206) 282-1001

Located atright arrow201 TERRY AVENUE NORTH SUITE ASEATTLEWA ZIP+4right arrow98109
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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
 
 
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)
 
No
(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
 
 
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
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
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
MARY KAY MCCAW PRESIDENT &
2.00 		0 0 0
201 TERRY AVENUE NORTH SUITE A
SEATTLE,WA98109
DEBRA TAWNEY STROH VICE PRESIDE
5.00 		0 0 0
201 TERRY AVENUE NORTH SUITE A
SEATTLE,WA98109
JOSEPH D WEINSTEIN SECRETARY
1.00 		0 0 0
1201 THIRD AVENUE 2200
SEATTLE,WA98101
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow  
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
MORGAN STANLEY INVESTMENT MGRS 166,965
601 UNION ST 5200
SEATTLE,WA98101
Total number of others receiving over $50,000 for professional services.............right arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow  
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
26,412,765
b
Average of monthly cash balances.......................
1b
1,277,993
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
27,690,758
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
27,690,758
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
415,361
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
27,275,397
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,363,770
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
1,363,770
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
19,432
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,432
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,344,338
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
1,344,338
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,344,338
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
1,332,839
b
Program-related investments—total from Part VIII-B..................
1b
 
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
1,332,839
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 1,344,338
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021...... 15,280
e From 2022......  
f Total of lines 3a through e ........ 15,280
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,332,839
a Applied to 2022, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		 
c Treated as distributions out of corpus (Election
required—see instructions)........ 		 
d Applied to 2023 distributable amount..... 1,332,839
e Remaining amount distributed out of corpus  
5 Excess distributions carryover applied to 2023. 11,499 11,499
(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 3,781
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		 
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,781
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 3,781
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).)
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

501 COMMONS

1200 - 12TH AVENUE S
STE 101
SEATTLE,WA98101 		NONE 509(A)(1) FREE ADVISORY EXPERTS PROGRAM 50

A SUPPORTIVE COMMUNITY FOR ALL

PO BOX 910
CARNATION,WA98014 		NONE 509(A)(1) COMMUNITY & ECONOMIC IMPROV PROGRAM 50

ABUSED DEAF WOMEN'S ADVOCACY SERVIC

8623 ROOSEVELT WAY NE
SEATTLE,WA98115 		NONE 509(A)(1) LEGAL & SOCIAL ADVOCAY PROGRAM 50

AGE UP

PO BOX 28645
SEATTLE,WA98118 		NONE 509(A)(1) YOUTH DEVELOPMENT PROGRAM 50

ALLY CAT PROJECT

PO BOX 99224
SEATTLE,WA98139 		NONE 509(A)(1) FERAL CAT SPAY/NEUTER PROGRAM 50

AMERICAN RED CROSS

PO BOX 37839
BOONE,IA500370839 		NONE 509(A)(1) DISASTER RELIEF ASSISTANCE 85,000

ARBORETUM FOUNDATION

2300 ARBORETUM DR E
SEATTLE,WA98112 		NONE 509(A)(1) LAND CONSERVATION 1,000

BEACON FOOD FOREST

PO BOX 28785
SEATTLE,WA98118 		NONE 509(A)(1) LOW INCOME FOOD PROGRAM 50

BEHIND THE BADGE FOUNDATION

8309 165TH AVENUE NE
STE 205
REDMOND,WA98052 		NONE 509(A)(1) LINE OF DUTY FAMILY SUPPORT 5,000

BIKE WORKS SEATTLE

3709 S FERDINAND
SEATTLE,WA98118 		NONE 509(A)(1) YOUTH ASSISTANCE PROGRAM 100

CANINE COMPANIONS FOR INDEPENDENCE

P O BOX 446
SANTA ROSA,CA954020446 		NONE 509(A)(1) COMPANION ANIMAL TRAINING 5,000

CHILDHAVEN

316 BROADWAY
SEATTLE,WA981225325 		NONE 509(A)(1) SHELTER/CARE FOR CHILDREN 5,000

CHILDREN'S HOSPITAL FOUNDATION

PO BOX 50020-S-200
SEATTLE,WA981455020 		NONE 509(A)(1) MEDICAL CARE FOR CHILDREN ENDOWMENT 10,000

CONSERVATION INTERNATIONAL

2011 CRYSTAL DRIVE 600
ARLINGTON,VA22202 		NONE 509(A)(1) LAND CONSERVATION 50,000

CORNISH COLLEGE OF THE ARTS

1000 LENORA STREET
SEATTLE,WA98121 		NONE 509(A)(1) SCHOLARSHIP FUND 5,000

COYOTE CENTRAL

2719 E MADISON
STE 201
SEATTLE,WA98112 		NONE 509(A)(1) ARTS/CULTURE PROGRAM FOR CHILDREN 100

CYSTIC FIBROSIS FOUNDATION

4550 MONTGOMERY AVE1100N
BETHESADA,MD20814 		NONE 509(A)(1) MEDICAL RESEARCH 30,000

DEAF SPOTLIGHT

PO BOX 20191
SEATTLE,WA98102 		NONE 509(A)(1) ARTS/CULTURE FOR THE DEAF PROGRAM 50

DIRECT RELIEF

610 WALLACE BECKNELL RD
SANTA BARBARA,CA93117 		NONE 509(A)(1) DISASTER RELIEF 30,000

DOCTORS WITHOUT BORDERS

333 SEVENTH AVENUE 2ND F
NEW YORK,NY10001 		NONE 509(A)(1) MEDICAL CARE IN 3RD WORLD COUNTRIES 10,000

DUWAMISH TRIBAL SERVICES

4705 W MARGINAL WAY
SEATTLE,WA98106 		NONE 509(A)(2) NORTHWEST NATIVE CULTURE PROGRAM 100

EPIPHANY SCHOOL

3710 EAST HOWELL STREET
SEATTLE,WA98122 		NONE 509(A)(1) ANNUAL FUND 10,000

EVERGREEN MOUNTAIN BIKE ALLIANCE

249 MAIN AVENUE S
STE 107-188
NORTH BEND,WA98045 		NONE 509(A)(1) SUSTAINABLE MOUNTAIN BIKE OPPORTUNIT 100

FARESTART

700 VIRGINIA STREET
SEATTLE,WA981011218 		NONE 509(A)(1) SERVICES FOR LOW-INCOME YOUTH 50

FRED HUTCHINSON CANCER RESEARCH INS

P O BOX 19024
SEATTLE,WA981091024 		NONE 509(A)(1) CANCER RESEARCH 10,000

GUIDE DOG FOUNDATION FOR THE BLIND

371 E MAINT STREET
SMITHTOWN,NY117879897 		NONE 509(A)(1) GUIDE DOGS FOR THE BLIND ASSIST 5,000

HABITAT FOR HUMANITY

560 NACHES AVENUE SW 110
RENTON,WA98057 		NONE 509(A)(1) ASSISTED HOUSING FOR KING COUNTY 20,000

HEREDITARY DISEASE FOUNDATION

3960 BROADWAY 6TH FLOOR
NEW YORK,NY10032 		NONE 509(A)(1) MEDICAL RESEARCH 5,000

HONK FESTIVAL WEST

PO BOX 20242
SEATTLE,WA98109 		NONE 509(A)(1) ARTS/CULTURE PROGRAM 75

HOPELINK

8990 154TH AVENUE NE
REDMOND,WA98052 		NONE 509(A)(1) FAMILY ASSISTANCE PROGRAM 5,000

JUVENILE DIABETES RESEARCH FNDN

1215 FOURTH AVENUE 1400
SEATTLE,WA98101 		NONE 509(A)(1) JUVENILE DIABETES RESEARCH 25,000

KETCHUMSUN VALLEY VOLUNTEER FIREFI

P O BOX 966
KETCHUM,ID83340 		NONE 509(A)(1) PROGRAMS FOR VOLUNTEER FIREFIGHTERS 1,000

KUOW

4518 UNIVERSITY WAY NE
STE 310
SEATTLE,WA98105 		NONE 509(A)(1) PUBLIC RADIO 1,120

LAKESIDE SCHOOL

14050 FIRST AVENUE NE
SEATTLE,WA98103 		NONE 509(A)(1) ANNUAL FUND/NEW BUILDING FUND 110,000

LEUKEMIA & LYMPHOMA SOCIETY

5601 6TH AVENUE S 182
SEATTLE,WA98108 		NONE 509(A)(1) CANCER RESEARCH 5,000

LIFEWIRE

P O BOX 6398
BELLEVUE,WA980080398 		NONE 509(A)(1) DOMESTIC VIOLENCE SHELTER 40,000

LITTLEBIT THERAPEUTIC RIDING CENTER

18675 NE 106TH ST
REDMOND,WA98052 		NONE 509(A)(1) THERAPEUTIC RIDING 1,000

LIVING WORD OF OAK HARBOR FOURSQUAR

490 NW CROSBY AVENUE
OAK HARBOR,WA98277 		NONE 509(A)(1) GENERAL FUND 1,000

MOUNTAIN HUMANE

P O BOX 1496
HAILEY,ID83340 		NONE 509(A)(2) ANIMAL SHELTER & EDUCATION 5,000

NOAH ANIMAL ADOPTION CENTER

31300 BRANDSTROM ROAD
STANWOOD,WA98292 		NONE 509(A)(2) ANIMAL SHELTER CARE 5,000

NAMI SEATTLE

802 NW 70TH STREET
SEATTLE,WA98117 		NONE 509(A)(1) MENTAL HEALTH NEEDS PROGRAM 100

NICKELSVILLE

PO BOX 2033
SEATTLE,WA98111 		NONE 509(A)(1) COMMUNITY AID PROGRAM 100

NISQUALLY REACH NATURE CENTER

4949 D MILLUHR DRIVE NE
OLYMPIA,WA98516 		NONE 509(A)(1) ENVIRONMENTAL PROGRAM 50

NORTHWEST HARVEST

P O BOX 12272
SEATTLE,WA98101 		NONE 509(A)(1) FOOD BANK 50,000

NORTHWEST MARITIME CENTER

431 WATER STREET
PORT TOWNSEND,WA98368 		NONE 509(A)(1) MARITIME RESEARCH & EDUCATION 125,000

PLYMOUTH HOUSING GROUP

2113 THIRD AVE
SEATTLE,WA98121 		NONE 509(A)(1) HOMELESS CARE AND HOUSING 30,000

PRATT FINE ARTS CENTER

1902 S MAIN
SEATTLE,WA98144 		NONE 509(A)(1) ARTS SCHOOL - ENDOWMENT FUND 5,000

PRISONERS FOR CHRIST

PO BOX 1530
WOODINVILLE,WA980721530 		NONE 509(A)(1) SERVICES TO PRISONERS & FAMILIES 500

PURRFECT PALS CAT SHELTER & SANCTUA

230 MCRAE ROAD NE
ARLINGTON,WA98223 		NONE 509(A)(1) ANIMAL SHELTER 1,000

RAINIER VALLEY FOOD BANK

4205 RAINIER AVENUE S
SEATTLE,WA98118 		NONE 509(A)(1) FOOD BANK 100

SEATTLE AQUARIUM SOCIETY

1415 WESTERN AVE STE 505
SEATTLE,WA981012051 		NONE 509(A)(1) ANNUAL FUND & OCEAN PAVIL CAMPAIGN 70,000

SEATTLE ART MUSEUM

1300 FIRST AVENUE
SEATTLE,WA98101 		NONE 509(A)(1) ANNUAL FUND 20,000

SEATTLE CHILDREN'S THEATRE

201 THOMAS STREET
SEATTLE,WA981094535 		NONE 509(A)(1) PERFORMANCE ARTS 50,000

SEATTLE UNION GOSPEL MISSION

PO BOX 202
SEATTLE,WA981119945 		NONE 509(A)(1) HOMELESS SHELTER 5,000

SMILE TRAIN

633 THIRD AVENUE
9TH FLOOR
NEW YORK,NY10017 		NONE 509(A)(1) MEDICAL CARE FOR CLEFT LIPS 5,000

SMILES FOREVER

P O BOX 217
RENTON,WA98057 		NONE 509(A)(1) WOMEN IN POVERTY ASSISTANCE 5,000

SNOW LEOPARD'S TRUST

4649 SUNNYSIDE AVENUE N
SEATTLE,WA981039986 		NONE 509(A)(1) PROTECTION FOR SNOW LEOPARDS 5,000

SR3 SEALIFE RESPONSE REHABILITATION

22650 DOCK AVENUE S
DES MOINES,WA98198 		NONE 509(A)(1) SEALIFE REHABILITATION & RESEARCH 5,000

ST JAMES CATHEDRAL

804 NINTH AVENUE
SEATTLE,WA98104 		NONE 509(A)(3) ANNUAL FUND 5,000

SUN VALLEY SKI EDUCATION FOUNDATION

POST OFFICE BOX 203
SUN VALLEY,ID83353 		NONE 509(A)(2) EDUCATION PROGRAM 10,000

SUSAN G KOMEN BREAST CANCER FNDTN

P O BOX 650309
DALLAS,TX752650309 		NONE 509(A)(2) BREAST CANCER RESEARCH 5,000

THE SALVATION ARMY

PO BOX 9219
SEATTLE,WA98109 		NONE 509(A)(1) HOME/FOOD SERVICES 5,000

THE STANFORD FUND

PO BOX 20466
STANFORD,CA94309 		NONE 509(A)(1) UNDERGRADUATE EDUCATION FUND 40,000

TREEHOUSE

2100 - 24TH AVENUE S 20
SEATTLE,WA981444632 		NONE 509(A)(1) FOSTER CHILDREN ASSISTANCE 10,000

TRUST FOR PUBLIC LANDS

1218 THIRD AVENUE
STE 1700
SEATTLE,WA98101 		NONE 509(A)(1) PRESERVING LANDS TRUST 100

UNIVERSITY OF WASHINGTON FOUNDATION

BOX 359505
SEATTLE,WA981959505 		NONE 509(A)(3) EMERGENCY RELIEF FUND/EDUCATION 255,000

VANDERBILT UNIVERSITY

2301 VANDERBILT PLACE
PBM 406310
NASHVILLE,TN372406310 		NONE 509(A)(1) UNDERGRADUATE EDUCATION FUND 50,000

VESTED INTEREST IN K9'S

PO BOX 9
E TAUNTON,MA02718 		NONE 509(A)(1) VESTS FOR FIRST RESPONDER CANINES 10,000

WOODLAND PARK ZOO

601 N 59TH STREET
SEATTLE,WA98103 		NONE 509(A)(1) ENDOWMENT FUND 50,000

WORLD WILDLIFE FUND

1250 24TH STREET NW
WASHINGTON,DC20037 		NONE 509(A)(1) ENDANGERED SPECIES FUND 5,000

YEHAW INDIGENOUS CREATIVE COLLECTIO

3815 S OTHELLO ST
STE 100/348
SEATTLE,WA98118 		NONE 509(A)(1) ARTS/CULTURE PROGRAM 100

YMCA PARTNERS WITH YOUTH

909 FOURTH AVE
SEATTLE,WA98104 		NONE 509(A)(2) YOUTH ASSISTANCE PROGRAM 5,000

YOUNG LIFE

PO BOX 1075
FREELAND,WA982491075 		NONE 509(A)(3) CHRISTIAN YOUTH OUTREACH MINISTRY 500

YOUTHCARE

2500 NE 54TH STREET
SEATTLE,WA98105 		NONE 509(A)(2) YOUTH ASSISTANCE PROGRAM 10,000

YWCA

1118 FIFTH AVENUE
SEATTLE,WA98101 		NONE 509(A)(2) WOMEN'S ASSISTANCE PROGRAM 5,000
Total .................................right arrow 3a 1,328,545
bApproved for future payment
Total ................................. right arrow 3b  
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 ........... 		    14 75,369  
4 Dividends and interest from securities ....     14 490,143  
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 .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 1,018,490  
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) ..   1,584,002  
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,584,002
(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 (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.
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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

TY 2023 AccountingFeesSchedule
Name:
KEITH & MARY KAY MCCAW FAMILY FOUND
EIN:
91-1920617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 3,900     3,900

TY 2023 InvestmentsCorpBondsSchedule
Name:
KEITH & MARY KAY MCCAW FAMILY FOUND
EIN:
91-1920617
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON COM INC 3.15% 08/22/27 97,331 97,331
APPLE INC 139,409 139,409
APPLE INC 3.2% 05/11/27 97,283 97,283
BANK AMER CORP 3.974% 02/07/30 14,467 14,467
BANK NY MELLON CORP 3.45% 8/11/23    
BLACKROCK INC 3.5% 3/18/24 125,738 125,738
CDN IMPERIAL BANK 3.5% 9/13/23    
DUKE ENERGY PROGRESS 3.45% 03/15/29 62,729 62,729
GEICO CORP 7.35% 7/15/23    
HONEWYWELL INTER 283,005 283,005
INTERNATIONAL BUSINESS MACHINES 135,345 135,345
JPMORGAN CHASE 3.702% 05/06/30 14,205 14,205
MASTERCARD INC 199,426 199,426
PFIZER INC 104,708 104,708
PHARMACIA CORP 6.6% 12/01/28 65,791 65,791
ROYAL BANK OF CAN 258,804 258,804
SANOFI SERIES A 3.375% 6/19/23    
STATOIL ASA 2.45% 01/17/23    
THERMO FISHER SCI 130,677 130,677
TORONTO DOMINION 3.25% 03/11/24 80,440 80,440
WALMART INC 2.85% 07/08/24 110,161 110,161
WALMART INC 3.9% 55,204 55,204

TY 2023 InvestmentsCorpStockSchedule
Name:
KEITH & MARY KAY MCCAW FAMILY FOUND
EIN:
91-1920617
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 277,266 277,266
ABBVIE INC 511,401 511,401
ADVANCED MICRO DEVICES 1,223,503 1,223,503
ALPHABET INC CLASS A 374,369 374,369
ALPHABET INC CLASS C 428,427 428,427
AMERICAN TOWER CORP    
APPLE INC. 904,891 904,891
BANK OF AMERICA CORP    
BERKSHIRE HATHAWAY INC CLASS B 1,069,980 1,069,980
BLACKSTONE GROUP INC 1,243,740 1,243,740
BOEING CO 625,063 625,063
BP PLC 605,340 605,340
BRISTOL MEYERS SQUIBB CO 287,336 287,336
CHEVRON CORP. 390,203 390,203
CROWN CASTLE INTERNATIONAL CORP 575,950 575,950
CVS HEALTH    
DISNEY 406,305 406,305
EMERSON ELECTRIC CO 798,106 798,106
EXXON MOBIL 212,657 212,657
HOME DEPOT INC 354,174 354,174
INVESCO EXCHANGE TRADED FUND 653,450 653,450
ISHARES CORE S&P US GROWTH ETF 2,899,185 2,899,185
ISHARES EXPANDED TECH-SOFTWARE ETF 669,306 669,306
JOHNSON & JOHNSON COM 360,502 360,502
JPMORGAN CHASE    
KKR & CO. INC    
MONDELEZ INTL INC 337,162 337,162
NIKE    
NORFOLK SOUTHERN CORP 195,250 195,250
OCCIDENTAL PETE CORP 674,723 674,723
ORACLE CORP    
PALO ALTO NETWORKS INC 884,640 884,640
PFIZER INC 452,003 452,003
SCHLUMBERGER LTD 692,132 692,132
SIMON PROPERTY GROUP REIT    
SPDR S&P BIOTECH ETF 892,900 892,900
THERMO FISHER SCIENTIFIC 690,027 690,027
UNION PAC CORP COM 1,007,042 1,007,042
UNITEDHEALTH GROUP INC 868,676 868,676

TY 2023 LegalFeesSchedule
Name:
KEITH & MARY KAY MCCAW FAMILY FOUND
EIN:
91-1920617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 214     214


TY 2023 OtherIncreasesSchedule
Name:
KEITH & MARY KAY MCCAW FAMILY FOUND
EIN:
91-1920617
Description Amount
CHANGE IN UNREALIZED GAINS 2,448,896


TY 2023 OtherProfessionalFeesSchedule
Name:
KEITH & MARY KAY MCCAW FAMILY FOUND
EIN:
91-1920617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 6842 6,275 6,275    
INVESTMENT MANAGEMENT FEES 6843 160,690 160,690    
CLARIUS GROUP FEES 18,678 18,678    
AGENT CUSTODY FEE 342 342    


TY 2023 TaxesSchedule
Name:
KEITH & MARY KAY MCCAW FAMILY FOUND
EIN:
91-1920617
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 629      
LICENSES 180     180