Apex-water Research Institute is a private foundation focused on Health, based in PUEBLO WEST, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 2 grants totaling $82K. Net investment income was $18K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.4M
+9.3% YoY
Annual Giving
$82K
+3484.8% YoY
Grant Count
2
+100.0% YoY
Avg Grant Size
$41K
+1692.4% YoY
Under IRS private-foundation payout rules, Apex-water Research Institute reported a distributable amount of $139K for 2024 — the minimum it must pay out in qualifying distributions.
About Apex-water Research Institute
Based on IRS filings
Apex-water Research Institute is a private foundation focused on Health, based in PUEBLO WEST, CO. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.4M in total assets. In 2024, it awarded 2 grants totaling $82K. Net investment income was $18K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,432,211 | $2,226,271 | $2,106,520 |
| Revenue | $619,571 | $527,849 | $703,553 |
| Expenses | $413,519 | $390,656 | $370,563 |
| Qualifying Distributions | $153,000 | $72,850 | — |
| Net Investment Income | $17,623 | $17,509 | $86 |
| Distributable Amount | $138,951 | $128,261 | $67,335 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2024
Grant Size Distribution
3 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Various Individuals ($82,000), Disclosurefest Foundation ($450).
| Recipient | Purpose | Amount |
|---|---|---|
| DISCLOSUREFEST FOUNDATION WINNETKA, CA | EDUCATION | $450 |
| VARIOUS INDIVIDUALS PUEBLO WEST, CO | ASSIST POOR AND UNHEALTHY | $82,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM D BRANSON JR | TRUSTEE | — | — |
| VICTORIA ALBRIGHT | TRUSTEE | — | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Apex-water Research Institute?
Apex-water Research Institute is a private foundation focused on Health, based in PUEBLO WEST, CO. It holds $2.4M in total assets as of 2024.
How large is Apex-water Research Institute?
As of 2024, Apex-water Research Institute holds $2.4M in total assets with $620K in annual revenue. It awarded 2 grants totaling $82K in 2024.
Where does Apex-water Research Institute operate?
Apex-water Research Institute has awarded grants in California, Colorado.
What size grants does Apex-water Research Institute award?
In 2024, Apex-water Research Institute awarded 2 grants totaling $82K — an average of about $41K per grant, based on its IRS Form 990 filings.
How much is Apex-water Research Institute required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Apex-water Research Institute reported a distributable amount of $139K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Apex-water Research Institute's EIN?
Apex-water Research Institute's EIN (Employer Identification Number) is 82-6795173. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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