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Apex Foundation

BELLEVUE, WA EIN: 91-1950397 Website

Apex Foundation is a private grantmaking foundation established in 1999 and based in Bellevue, Washington. The foundation operates as a 501(c)(3) organization with approximately $127 million in assets. It functions as a family foundation and is among the largest foundations in Washington state.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$147.8M

+16.4% YoY

Annual Giving

$5.7M

-6.7% YoY

Grant Count

202

+2.0% YoY

Avg Grant Size

$28K

-8.5% YoY

Under IRS private-foundation payout rules, Apex Foundation reported a distributable amount of $8.0M for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's mission is to make the world a better place by investing in organizations and programs that improve lives, strengthen communities, and empower individuals to achieve their full potential.

Primary funding areas include:

  • Arts & Culture
  • Education
  • Health and Well-Being
  • Social & Human Services
  • Disability Services
  • Poverty Alleviation
  • Diseases and Conditions
  • Community Development
  • Mental Health
  • Research
  • Youth Development
  • Faith-Based Initiatives
  • Animals

Grantmaking

Grant Range

$40,000–$100,000

Average Grant

amount: $30,891–$31,000

Invitation Only

** Invitation only. The foundation does not accept unsolicited proposals. The foundation identifies and develops priorities, projects, and initiatives, then seeks out appropriate organizations to implement them.

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Geographic Focus

Where this funder awards grants

Approximately 72% of grants remain in Washington state. The foundation also provides significant support to organizations in New York, California, Virginia, and South Carolina. Top grant-receiving cities include Seattle (57 grants), Bellevue (13 grants), Washington DC (10 grants), and New York (8 grants).

Grant Distribution by State

37states
+29 more states

Cities

AcademyAlexandriaAllenAltonAnaheimArlingtonAshevilleAtlantaAustinBakersfieldBaltimoreBasaltBellevueBellinghamBoiseBooneBostonBothellBozemanBronxville

Financial History

Multi-year comparison from IRS filings

As of 2023:

  • Total Assets: $126.9–$127 million
  • Total Revenues: $13.9 million
  • Total Expenses: $9.6 million
  • Total Liabilities: −$602
  • Annual Giving: $6.1 million

Five-Year Growth: 12% total growth with steady year-over-year increases

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$8M$16M$24M$32M20202021202220232024
Metric202420232022
Total Assets$147,826,665$126,969,748$122,720,517
Revenue$29,489,742$13,856,269$6,595,370
Expenses$8,634,963$9,604,073$10,242,811
Qualifying Distributions$6,816,697$7,134,180$7,530,768
Net Investment Income$13,125,206$5,396,393$5,296,081
Distributable Amount$7,961,797$6,852,840$7,086,531

Giving Over Time

Total grant dollars and number of grants per year

$0$2M$3M$5M$7M236 grants2020206 grants2021220 grants2022198 grants2023202 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

BENAROYA RESEARCH INSTIT…$750KAOPA FOUNDATION$100KCONGRESSIONAL MEDAL OF H…$100KCOMMUNITY FOUNDATION OF …$50KDISCOVERY INSTITUTE$50KCATERINA'S CLUB$27KAMERICAN HEART ASSOCIATI…$25KAURELIA INSTITUTE$25KBEHIND THE BADGE FOUNDAT…$25KBOYS & GIRLS CLUBS OF BE…$25K

Grant Size Distribution

250 grants across all recorded years

230<$50K6$50–100K10$100–250K2$250–500K2$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Benaroya Research Institute at Virginia Mason ($750,000), Aopa Foundation ($100,000), Congressional Medal of Honor Society ($100,000).

RecipientPurposeAmount
A FUTURE & A HOPE RENTON, WAEMPLOYEE MATCHING GIFT - COMMUNITY SUPPORT$10,000
AEROSPACE MUSEUM OF CALIFORNIA MCCLELLAN, CAEDUCATION AND YOUTH SUPPORT$10,000
AMERICAN COUNCIL OF TRUSTEES & ALUMNI WASHINGTON, DCADVOCACY AND PUBLIC POLICY$5,000
AMERICAN HEART ASSOCIATION INC SEATTLE, WAHEALTH PROMOTION AND MEDICAL RESEARCH$25,000
ANGEL FLIGHT WEST SANTA MONICA, CACOMMUNITY SUPPORT$10,000
ANGEL FLIGHT WEST SANTA MONICA, CACOMMUNITY SUPPORT$10,000
AOPA FOUNDATION FREDERICK, MDEDUCATION AND YOUTH SUPPORT$100,000
ATLAS FREE KIRKLAND, WAEMPLOYEE MATCHING GIFT - COMMUNITY SUPPORT$500
AURELIA INSTITUTE CAMBRIDGE, MAARTS, CULTURE, AND HISTORY$25,000
BATS CONSERVATION INTERNATIONAL AUSTIN, TXEMPLOYEE MATCHING GIFT - COMMUNITY SUPPORT$500

Leadership & Key People

Leadership team and compensation from IRS filings

  • Bruce R. McCaw – Co-chair, Vice President
  • Jolene M. McCaw – Co-chair, Vice President
  • Craig W. Stewart – President
  • Aurelie McKinstry – Executive Director
  • Ryan Porter – Treasurer

The McCaw family received Seattle's First Citizens Award in 2004 in recognition of their community contributions.

Compensation Overview

From 2024 IRS filing

CRAIG W STEWARTPRESIDENT$262KAURELIE MCKINSTRYEXECUTIVE DIRECTOR/SECRETARY$208KRYAN PORTERTREASURER$203K

From 2024 filing

NameTitleHoursCompensation
CRAIG W STEWARTPRESIDENT30$262,498
JOLENE M MCCAWCO-VICE PRESIDENT5
BRUCE R MCCAWCO-VICE PRESIDENT5
RYAN PORTERTREASURER20$202,630
AURELIE MCKINSTRYEXECUTIVE DIRECTOR/SECRETARY40$207,885

Recent News & Activity

Recent developments and announcements

The foundation maintains an active grantmaking program with consistent annual distributions. Historical grant data shows that 36% of giving supports Arts & Culture, 19% supports Education, and 12% supports Social & Human Services. Recent grants have included support for cultural institutions, educational organizations, health research, and community service organizations across multiple states.

Apex Digital Solutions Awards $45,000 in Technology Empowerment Grants to

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What does Apex Foundation fund?

The foundation's mission is to make the world a better place by investing in organizations and programs that improve lives, strengthen communities, and empower individuals to achieve their full potential. Primary funding areas include: • Arts & Culture • Education • Health and Well-Being • Social & Human Services • Disability Services • Poverty Alleviation • Diseases and Conditions • Community Development • Mental Health • Research • Youth Development • Faith-Based Initiatives • Animals

How do I apply for a grant from Apex Foundation?

**Application Process:** Invitation only. The foundation does not accept unsolicited proposals. The foundation identifies and develops priorities, projects, and initiatives, then seeks out appropriate organizations to implement them. **Grant Activity (2023):** • Total grants distributed: $6.1 million • Number of grants awarded: 192–206 grants • Average grant amount: $30,891–$31,000 • Typical grant range: $40,000–$100,000 **Recent Notable Grants (2023):** • Benaroya Research Institute at Virgini…

Where does Apex Foundation make grants?

Approximately 72% of grants remain in Washington state. The foundation also provides significant support to organizations in New York, California, Virginia, and South Carolina. Top grant-receiving cities include Seattle (57 grants), Bellevue (13 grants), Washington DC (10 grants), and New York (8 grants).

What size grants does Apex Foundation award?

In 2024, Apex Foundation awarded 202 grants totaling $5.7M — an average of about $28K per grant, based on its IRS Form 990 filings.

How much is Apex Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Apex Foundation reported a distributable amount of $8.0M on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Apex Foundation's EIN?

Apex Foundation's EIN (Employer Identification Number) is 91-1950397. IRS Form 990 filing data is available on this page for 2020–2024.

Explore Open Grants

Browse active grant opportunities in Apex Foundation's focus areas in our free grants database

Related Funders

Similar funders by location and focus area

Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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