2023-08-03T23:46:14-05:00 2022-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2022-01-01 911893957 THE MAX FOUNDATION MAXF 4257788660 1107 NE 45TH 230 SEATTLE WA 98105 PATRICIA M PEARCE CFO & VP, ADMINISTRATION 4257788660 2023-08-03 1 PATRICIA PEARCE 999009999 0 JENNIFER BECKER HARRIS P00183358 4254544919 2023-08-03 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z PATRICIA GARCIA-GONZALEZ 1107 NE 45TH 230 SEATTLE WA 98105 5610422 0 X WWW.THEMAXFOUNDATION.ORG X 1997 WA WE ARE ON A MISSION TO ACCELERATE HEALTH EQUITY BY DELIVERING MEDICATION, TECHNOLOGY, AND SERVICES TO PATIENTS FACING CANCER AND OTHER CRITICAL ILLNESSES, FOCUSING OUR ENERGY ON THOSE NO ONE ELSE IS HELPING. 8 7 22 626 0 0 1018778 1103879 3900915 4451139 -1103 9 -69711 -42350 4848879 5512677 532668 563864 0 0 2670391 2810058 0 0 610258 1864715 2430550 5067774 5804472 -218895 -291795 2817836 2609712 306391 390062 2511445 2219650 X AT THE MAX FOUNDATION WE BELIEVE THAT ALL PEOPLE LIVING WITH CANCER SHOULD BE ABLE TO ACCESS HIGH IMPACT MEDICINES, THAT GEOGRAPHY SHOULD NOT DICTATE ONE'S DESTINY, AND THAT EVERYONE SHOULD BE ABLE TO STRIVE FOR HEALTH WITH DIGNITY AND HOPE. WE ARE ON A MISSION TO ACCELERATE HEALTH EQUITY BY DELIVERING MEDICATION, TECHNOLOGY, AND SERVICES TO PATIENTS FACING CANCER AND OTHER CRITICAL ILLNESSES, FOCUSING OUR ENERGY ON THOSE NO ONE ELSE IS HELPING. 0 0 3366539 563864 4451138 A KEY FOCUS OF THE MAX FOUNDATION IS EXPANDING HUMANITARIAN ACCESS TO INNOVATIVE TREATMENTS FOR CANCER AND OTHER CRITICAL ILLNESSES IN LOW-AND MIDDLE-INCOME COUNTRIES. DONATIONS OF HIGH IMPACT PRODUCTS FROM DRUG MANUFACTURERS ARE RECEIVED BY OUR SUPPORT ORGANIZATION, MAXAID, AND CHANNELED TO INDIVIDUAL PATIENTS VIA OUR NETWORK OF HEALTHCARE PROVIDERS AND CANCER TREATMENT CENTERS. THIS ACCESS TO MEDICINES IS ENABLED THROUGH OUR PATIENT-CENTERED TREATMENT ACCESS MODEL KNOWN AS MAX ACCESS SOLUTIONS. OUR PRIMARY CLIENT IS A PATIENT WHO IS TREATED BY ONE OF OUR PARTNER PHYSICIANS, DIAGNOSED WITH A SPECIFIC CANCER OR CRITICAL ILLNESS, AND PRESCRIBED A MEDICATION FOR WHICH THE ONLY AVAILABLE FORM OF ACCESS IS A HUMANITARIAN CHANNEL THROUGH MAX ACCESS SOLUTIONS. WE USE A SOPHISTICATED WEB-ENGINE PLATFORM DEVELOPED IN-HOUSE TO ALLOW US TO WORK IN REAL TIME WITH HEALTHCARE PROVIDERS AND CREATE INDIVIDUALIZED PROGRAM LIFE CYCLES TO MEET EACH PATIENT'S NEEDS. WE FURTHER ACT AS HEALTHCARE NAVIGATORS FOR THESE PATIENTS, HELPING THEM WALK THROUGH THE ACCESS PROGRAM ENVIRONMENT. IN ORDER TO OPTIMIZE TREATMENT, WITHIN OUR CAPABILITIES WE PROVIDE CRUCIAL SUPPORT THAT INCLUDES ACCESS TO DIAGNOSTIC TESTING, EMOTIONAL AND LOGISTICAL SUPPORT, INFORMATIONAL RESOURCES AND EDUCATION, AS WELL AS ADVOCATING ON THEIR BEHALF WHEN NEEDED. WE STRENGTHEN THE COMMUNITIES AROUND PATIENTS BY SUPPORTING PATIENT ORGANIZATIONS AND CREATING AWARENESS INITIATIVES IN LOCAL AND GLOBAL COMMUNITIES. 3366539 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 1 0 1 1 1 1 0 1 0 0 1 0 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 1 0 0 1 X 11 0 22 1 0 1 IN MY TH SF 0 0 0 1 1 0 0 0 0 0 0 X 8 7 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA HI NY PA X X JOHN MENAPACE 4257788660 1107 NE 45TH 230 SEATTLE WA 98105 PATRICIA GARCIA-GONZALEZ CHIEF EXECUTIVE OFFICER 50.00 5.00 X X 292137 0 25742 PAULA BOULTBEE BOARD CHAIR 5.00 2.00 X X 0 0 0 TRACEY HIGGINS BOARD VICE CHAIR 5.00 2.00 X X 0 0 0 CURT MALLOY BOARD TREASURER 5.00 2.00 X X 0 0 0 MIKA MATSUZAKI BOARD SECRETARY 5.00 2.00 X X 0 0 0 JERALD JERRY RADICH MD BOARD MEMBER 5.00 2.00 X 0 0 0 SUSAN JERIAN BOARD MEMBER 5.00 2.00 X 0 0 0 MABEL WOLOJ BOARD MEMBER 5.00 2.00 X 0 0 0 PATRICIA M PEARCE CFO & VP, ADMINISTRATION 40.00 2.00 X 192860 0 19902 BRYAN MURPHY VICE PRESIDENT, PROGRAMS 40.00 2.00 X 181602 0 14949 WILMA COMENAT VICE PRESIDENT, DEVELOPMENT 40.00 2.00 X 150694 0 15656 MICHAEL WRIGGLESWORTH SR. DIRECTOR OF PROGRAMS STRATEGY 40.00 0.00 X 132451 0 4141 CRAIG ANDERSON DIRECTOR OF IT 40.00 0.00 X 124712 0 19837 1074456 0 100227 6 0 1 0 ANGEL KAUSHISH 9809 MONTPELLIER DR DELRAY BEACH FL 33446 COMPUTER PROGRAMMING 100864 1 309554 794325 272774 1103879 PATIENT CARE 624100 4375404 4375404 MEDICAL TEST KITS 624100 75735 75735 4451139 9 9 9895 9895 0 0 33576 309554 87850 -54274 -54274 REIMBURSEMENTS 900099 11920 11920 SETTLEMENTS 900099 4 4 11924 5512677 4463063 0 -54265 10000 10000 553864 553864 727192 198649 528543 59998 59998 1739517 1036741 244003 458773 108705 39795 39528 29382 174646 77373 66739 30534 38060 38060 65500 65500 384809 110248 253363 21198 107343 106632 711 141252 19207 110506 11539 96361 10397 85765 199 161927 106102 40166 15659 298860 205341 84324 9195 22026 5608 16129 289 85453 37105 32848 15500 38764 38764 COUNTRY REPRESENTATIVES 885488 827153 58335 DISTRIBUTION & SHIPPING 1201 1201 103506 67757 18470 17279 5804472 3366539 1827675 610258 892681 661765 40252 63365 26000 27399 11543 0 152521 128131 464785 346069 204170 118716 1490669 1610336 2817836 2609712 236241 176489 70150 5425 0 208148 306391 390062 X 599088 2002780 1912357 216870 2511445 2219650 2817836 2609712 -291795 0 X X 0 1 X 1 0 X 27791248 57006075 6430918 807768 1103879 93139888 27791248 57006075 6430918 807768 1103879 93139888 81821993 11317895 4483 25 24 22 9 4563 1022 18869 11924 31815 93176266 18705619 0.12150 0.12100 X THE MAX FOUNDATION QUALIFIES AS A PUBLICLY SUPPORTED CHARITY UNDER THE FACTS AND CIRCUMSTANCES EXCEPTION PROVIDED TO IRC SECTION 509(A)(1) CHARITIES UNDER TREAS. REG. SEC. 1.170A-9(E)(3). THE FOUNDATION DOES NOT RECEIVE AT LEAST ONE THIRD OF ITS SUPPORT FROM THE PUBLIC. IT DOES HOWEVER MEET THE TESTS REQUIRED UNDER THE FACTS AND CIRCUMSTANCE TEST: I. THE FOUNDATION NORMALLY MEETS THE PUBLIC SUPPORT TEST AS PROVIDED IN THE REGULATIONS. THE AGGREGATE PUBLIC SUPPORT PERCENTAGE FOR THE YEARS ENDED DECEMBER 31, 2022, 2021, 2020, 2019, AND 2018, IS 12.15%, 12.10% , 13.53%, 13.99%, AND 17.27% RESPECTIVELY. II. THE FOUNDATION CARRIES ON A BONA FIDE CONTINUOUS PUBLIC SOLICITATIONS PROGRAM. ITS FUNDRAISING EFFORTS INCLUDE ANNUAL MAILINGS TO SOLICIT FUNDS, PUBLISHING OF AN ANNUAL REPORT TO EDUCATE ITS DONOR BASE AND FURTHER SOLICIT DONATIONS, AND OTHER FUNDRAISING ACTIVITIES. IN 2022, THE FOUNDATION CELEBRATED OUR 25TH ANNIVERSARY WITH A FUNDRAISING GALA, . RAISING OVER $284,000. THE 2021 GALA WAS VIRTUAL, DUE TO COVID-19 SOCIAL DISTANCING RESTRICTIONS AND RAISED NEARLY $90,000. THE FOUNDATION'S ANNUAL PEER-TO-PEER CAMPAIGN, MAX-A-THON WAS HELD IN 2022 RAISING OVER $58,000. RECEIPTS FROM THIS CAMPAIGN HAVE INCREASED ANNUALLY SINCE IT WAS LAUNCHED IN 2020. IN 2017 AND 2018 WE ALSO HAD INTERNATIONAL FUNDRAISING EVENTS CALLED MAX GLOBAL EXPERIENCE WHICH RAISED OVER $109,000 AND OVER $80,000, RESPECTIVELY, FROM THE GENERAL PUBLIC. DUE TO THE PANDEMIC, MAX GLOBAL EXPERIENCE WAS NOT HELD IN 2020, 2021, OR 2022. HOWEVER, PLANS ARE UNDERWAY TO RESTART THIS CAMPAIGN FOR 2023. SINCE 2017, FIVE MULTINATIONAL PHARMACEUTICAL COMPANIES JOINED THE FOUNDATION IN A HUMANITARIAN PARTNERSHIP FOR ACCESS TO CANCER TREATMENT (PACT). THROUGH THESE HUMANITARIAN COLLABORATIONS, EACH COMPANY HAS COMMITTED TO DONATE PRESCRIBED MEDICATIONS FOR A DIFFERENT NUMBER OF PATIENTS WITHIN THEIR CAPABILITIES, AND ALL HAVE COMMITTED THEIR SUPPORT FOR AS LONG AS EACH PATIENT NEEDS IT. III. DURING THE YEARS ENDED DECEMBER 31, THE FOUNDATION HAD THE FOLLOWING SUPPORTERS, RESPECTIVELY: 2018:INDIVIDUALS - 377 CORPORATIONS - 42FOUNDATIONS - 2TOTAL - 4212019:INDIVIDUALS - 183CORPORATIONS - 35FOUNDATIONS - 0 TOTAL - 2182020:INDIVIDUALS - 245 CORPORATIONS - 34 FOUNDATIONS - 2TOTAL - 2812021:INDIVIDUALS - 472CORPORATIONS - 35 FOUNDATIONS - 1 TOTAL - 5082022:INDIVIDUALS - 429CORPORATIONS - 42FOUNDATIONS - 2TOTAL - 473 IV. THE PUBLIC NATURE OF THE FOUNDATION'S GOVERNING BOARD: THE FOUNDATION HAS A BOARD OF DIRECTORS THAT INCLUDES PROFESSIONALS, COMMUNITY LEADERS, AND OTHER PERSONS WITH EXPERTISE IN DIFFERENT DISCIPLINES. IN ADDITION, THE FOUNDATION HAS SEVERAL MEDICAL ADVISORY BOARDS. OUR MEDICAL ADVISORY BOARDS INCLUDE SPECIALISTS WHO ARE KEY OPINION LEADERS IN THE FIELD OF ONCOLOGY AND HEMATOLOGY. THESE EXPERT PHYSICIANS PROVIDE GUIDANCE TO THE STRUCTURE OF OUR PROGRAMS.V. THE FOUNDATION SUPPORTS GLOBAL HEALTH EFFORTS BY:- CREATING ACCESS CHANNELS TO INNOVATIVE CANCER MEDICINES FOR PEOPLE IN LOW- AND MIDDLE-INCOME COUNTRIES WHERE NO OTHER MEANS OF ACCESS EXISTS. - MAKING TREATMENT, CARE, AND SUPPORT AVAILABLE IN LOW- AND MIDDLE- INCOME COUNTRIES AND THEREBY PREVENTING AVOIDABLE CANCER DEATHS AROUND THE WORLD- CREATING A MODEL THAT ENABLES THE PRIVATE SECTOR TO HELP CANCER PATIENTS IN NEED.- STRENGTHENING HEALTH SYSTEMS AND LOCAL SUPPORTS THROUGH WRAPAROUND SERVICES FOR PATIENTS AND THEIR COMMUNITIES.VI. MAX ACCESS SOLUTIONS IS THE FOUNDATION'S OPERATIONAL PROGRAM THROUGH WHICH HUMANITARIAN DONATIONS OF APPROVED MEDICINES ARE CHANNELED TO PATIENTS IN NEED. MAX ACCESS SOLUTIONS IS DESIGNED TO BE A BRIDGE FOR ACCESS TO TREATMENT SPECIFICALLY WITHIN LOW- AND MIDDLE-INCOME COUNTRIES WHERE THE BURDEN OF DISEASE IS HIGH AND LOCAL GOVERNMENT ACCESS PROGRAMS MAY NOT BE CURRENTLY FEASIBLE.WITHIN MAX ACCESS SOLUTIONS, COMPANIES DONATE PRODUCT TO THE FOUNDATION AND THE ORGANIZATION CHANNELS PRODUCT AT ITS DISCRETION TO PATIENTS IN NEED THROUGH THEIR TREATING PHYSICIAN AND WITHIN THE SCOPE OF ITS COLLABORATION AGREEMENTS. VETTED HEALTH CARE PROVIDERS IN LOW- AND MIDDLE-INCOME COUNTRIES INITIATE THE PRODUCT REQUEST AND MANAGE TREATMENT OF PATIENTS RECEIVING PRODUCT FROM THE FOUNDATION. THE FOUNDATION WORKS THROUGH A THIRD-PARTY LOGISTICS PROVIDER WHO, AS ITS AGENT, RECEIVES PRODUCT FROM MANUFACTURERS AND SHIPS IT TO END USERS ON THE ORGANIZATION'S BEHALF.AT THE CENTER OF OUR MODEL IS A PATIENT WHO HAS BEEN DIAGNOSED WITH CANCER BY ONE OF OUR PARTNER PHYSICIANS AND PRESCRIBED A TREATMENT IN OUR PORTFOLIO FOR WHICH NO LOCAL ACCESS EXISTS. WORKING IN COLLABORATION WITH A ROBUST NETWORK OF LEADING CANCER TREATING INSTITUTIONS AND PHYSICIANS, DRUG MANUFACTURERS, AN INTERNATIONAL DISTRIBUTOR, AND LOCAL PATIENT SUPPORT ORGANIZATIONS, WE PROVIDE HUMANITARIAN ACCESS TO THE TREATMENT WITH THE AIM THAT EACH REQUIRED DAILY DOSE REACHES THE INTENDED PATIENT AT THE RIGHT TIME, WHILE STRENGTHENING THE LOCAL HEALTHCARE SYSTEM.IN 2022, THE FOUNDATION PROVIDED SERVICES TO 34,131 INDIVIDUAL CANCER PATIENTS IN 77 COUNTRIES INCLUDING DELIVERING 9.0 MILLION DAILY DOSES OF CRITICAL CANCER TREATING MEDICATION, PROVIDING 8,890 MOLECULAR DIAGNOSTIC TESTS, AND ORGANIZING AND DELIVERING 73 EXTERNAL PRESENTATIONS INCLUDING AWARENESS EVENTS AND ONLINE PATIENT EDUCATION SESSIONS, IN PARTNERSHIP WITH A GLOBAL NETWORK OF 380 MEDICAL INSTITUTIONS AND 505 DOCTORS. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2018 AMOUNT: $ 1,022. 2019 AMOUNT: $ 18,869. 2022 AMOUNT: $ 11,924. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 243580 187369 56211 161905 134730 27175 59300 23970 35330 118716 LEASE DEPOSIT 15048 DUE FROM MAXAID 1425711 RIGHT OF USE ASSET 169577 1610336 LEASE LIABILITIES 208148 208148 1 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 232000 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 76000 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 32000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 100000 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 86000 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 2000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 25000 SOUTH ASIA 1 19 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 350000 SUB-SAHARAN AFRICA 1 11 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 279000 EAST ASIA AND THE PACIFIC 2 10 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 259000 NORTH AMERICA 0 2 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 79000 SOUTH AMERICA 0 6 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 192000 RUSSIA AND NEIGHBORING STATES 0 3 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 64000 CENTRAL AMERICA AND THE CARIBBEAN 0 2 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 55000 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 1 19 3 34 4 53 903000 928000 1831000 SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 16425 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 15800 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 5715 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 10720 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 18000 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 9870 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 5545 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 8170 DIAGNOSTIC EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 9510 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 2300 WIRE TRANSFER 36200 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 51100 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB SAHARAN AFRICA DIAGNOSTIC TESTING 0 13530 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT EAST ASIA AND THE PACIFIC DIAGNOSTIC TESTING 0 40815 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT RUSSIA AND NEIGHBORING STATES DIAGNOSTIC TESTING 0 27105 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT RUSSIA AND NEIGHBORING STATES DIAGNOSTIC TESTING 0 9000 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT RUSSIA AND NEIGHBORING STATES DIAGNOSTIC TESTING 0 11250 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT RUSSIA AND NEIGHBORING STATES DIAGNOSTIC TESTING 0 28445 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SOUTH AMERICA DIAGNOSTIC TESTING 0 14460 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 5555 DIGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 18450 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 12280 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 46925 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 25447 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SOUTH ASIA DIAGNOSTIC TESTING 0 29250 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT EAST ASIA AND THE PACIFIC PATIENT SUPPORT 32533 WIRE TRANSFER 0 25 PROVIDER SUPPORT SUB SAHARAN AFRICA 1 0 650 COMPUTER TABLET FAIR MARKET VALUE TRANSPORTATION ASSISTANCE RUSSIA AND NEIGHBORING STATES 2 600 WIRE TRANSFER TRANSPORTATION ASSISTANCE CENTRAL AMERICA AND THE CARIBBEAN 39 3300 WIRE TRANSFER TRANSPORTATION ASSISTANCE NORTH AMERICA 21 1800 WIRE TRANSFER TRANSPORTATION ASSISTANCE SOUTH AMERICA 240 1026 WIRE TRANSFER 1 1 0 0 0 0 PART I, LINE 2: ALL GRANTS TO FOREIGN ENTITIES OR INDIVIDUALS ARE MADE SUBJECT TO A WRITTEN AGREEMENT OR AWARD LETTER THAT CLEARLY DEFINES DELIVERABLES. THE MAX FOUNDATION MAINTAINS A PROGRAM DATABASE IN ORDER TO TRACK DOCUMENTATION OF GRANT REQUESTS, QUALIFIED GRANTEES, AND FULFILLMENT OF GRANT REQUESTS. PROGRAM STAFF MEMBERS MONITOR THE EXECUTION OF GRANT DELIVERABLES TO ENSURE THAT THE TERMS OF THE AGREEMENT ARE FULFILLED ON A TIMELY BASIS. PART I, LINE 3: THE EXPENDITURES REPORTED ON SCHEDULE F, PART I ARE ON THE ACCRUAL BASIS OF ACCOUNTING. PART III ACCOUNTING METHOD: PART IV, LINE 1 FORM 926 IS NOT REQUIRED TO BE FILED BECAUSE THE TRANSFER TO A FOREIGN CORPORATION DOES NOT MEET THE REPORTING REQUIREMENTS IN IRC SEC. 6038(A)(1)(A). MAXIMIZE LIFE GALA 284349 254916 29433 3400 32252 500 39388 MAX-A-THON 58781 54638 4143 3864 8446 343130 309554 33576 3864 3400 32252 500 47834 87850 -54274 1 FRED HUTCHINSON CANCER RESEARCH CENTER 1100 FAIRVIEW AVE N - PO BOX 19024 SEATTLE WA 98109 237156071 501(C)(3) 10000 0 SUPPORT FOR "SPOT ON" DIAGNOSTIC TESTING 1 PART I, LINE 2: ALL GRANTS TO U.S. ENTITIES ARE MADE SUBJECT TO AN AWARD LETTER THAT CLEARLY DEFINES THE GRANTS SCOPE. PROGRAM TEAM MEMBERS MONITOR THE EXECUTION OF GRANT DELIVERABLES TO ENSURE THAT THE TERMS OF THE AGREEMENT ARE FULFILLED ON A TIMELY BASIS. X X X X 0 0 0 0 0 0 0 1 0 PATRICIA GARCIA-GONZALEZ CHIEF EXECUTIVE OFFICER 252739 0 39398 0 0 0 8636 0 17106 0 317879 0 0 0 PATRICIA M PEARCE CFO & VP, ADMINISTRATION 192860 0 0 0 0 0 5855 0 14047 0 212762 0 0 0 BRYAN MURPHY VICE PRESIDENT, PROGRAMS 181602 0 0 0 0 0 4195 0 10754 0 196551 0 0 0 WILMA COMENAT VICE PRESIDENT, DEVELOPMENT 150694 0 0 0 0 0 4606 0 11050 0 166350 0 0 0 PART I, LINE 7 PATRICIA GARCIA-GONZALEZ, CEO, RECEIVED A NON-FIXED PAYMENT IN THE FORM OF A BONUS, PURSUANT TO HER EMPLOYMENT AGREEMENT. THE BONUS WAS REVIEWED AND APPROVED BY THE BOARD BASED ON HER PERFORMANCE AND A VARIETY OF OTHER FACTORS. INES GARCIA-GONZALEZ SEE PART V 59998 SEE PART V 0 SCH L, PART IV, BUSINESS TRANSACTIONS INVOLVING INTERESTED PERSONS: (A) NAME OF PERSON: INES GARCIA GONZALEZ(B) RELATIONSHIP BETWEEN INTERESTED PERSON AND ORGANIZATION: FAMILY MEMBER OF PATRICIA GARCIA-GONZALEZ, CEO.(D) DESCRIPTION OF TRANSACTION: CONTRACTOR X 2 14634 FAIR MARKET VALUE X 28 242070 FAIR MARKET VALUE X AUCTION ITEMS 46 16070 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE TOTAL CONTRIBUTIONS RECEIVED. FORM 990, PART I, LINE 6, VOLUNTEERS: PARTNER HEALTHCARE PROVIDERS VOLUNTEER THEIR TIME TO FULFILL ALL OBLIGATIONS RELATED TO PRESCRIBING, APPLYING FOR TREATMENT ACCESS REQUESTS ON BEHALF OF INDIVIDUAL PATIENTS, SUPPORT LOGISTICS AND OBTAINING IMPORT PERMITS FROM LOCAL HEALTHCARE AUTHORITIES, OVERSEE USE AND DISPENSATION OF DONATED PRODUCTS AND OTHER ACTIVITIES RELATED TO THEIR OBLIGATIONS WITHIN THE MAX ACCESS SOLUTIONS. IN 2022, THERE WERE 505 HEALTHCARE PROVIDERS IN OUR NETWORK. THERE ARE 7 VOLUNTEER BOARD MEMBERS AND 31 MEMBERS OF OUR MEDICAL & STRATEGIC ADVISORY BOARD. ADDITIONALLY, WE WORKED WITH 57 VOLUNTEERS TO ORGANIZE EDUCATION AND AWARENESS EVENTS. 25 VOLUNTEERS ASSISTED WITH FUNDRAISING EVENTS. FORM 990, PART VI, SECTION B, LINE 11B THE TAX RETURN IS PREPARED BY AN OUTSIDE ACCOUNTANT. AFTER PREPARATION, THE FINANCE COMMITTEE PERFORMS A REVIEW OF THE RETURN. THE RETURN IS THEN FILED WITH THE IRS. A COPY IS PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD HAS ADOPTED A CONFLICT OF INTEREST POLICY AND THE POLICY IS REVIEWED ON AN ANNUAL BASIS. EACH YEAR, BOARD MEMBERS AND OFFICERS MUST REVIEW THE POLICY AND DETERMINE IF ANY CONFLICT OF INTERESTS EXIST. ANNUALLY, THE DISCLOSURES WERE REVIEWED BY THE EXECUTIVE ASSISTANT. SHOULD A CONFLICT ARISE, IT WOULD BE REVIEWED BY THE CFO, CEO AND BOARD TREASURER. NO BOARD MEMBER OR OFFICER MAY VOTE ON ANY MATTER UNDER CONSIDERATION IN WHICH SUCH PERSON HAS A CONFLICT OF INTEREST. FURTHER, ANY PERSON WITH A MATERIAL CONFLICT OF INTEREST IN ANY DECISION SHOULD BE ABSENT FROM THE ROOM DURING THE BOARD'S REVIEW, INCLUDING ITS VOTE, ON THE DECISION IN QUESTION. FORM 990, PART VI, SECTION B, LINE 15 THE CEO HAS AN UPDATED CONTRACT WITH THE BOARD FOR A PERIOD OF FIVE YEARS, COMMENCING JULY 1, 2021. IN THIS CONTRACT, A BASE SALARY AND A YEARLY PERCENTAGE INCREASE HAS BEEN ESTABLISHED, AS WELL AS A YEARLY BONUS. EXTERNAL COMPENSATION ANALYSIS AND A WRITTEN PERFORMANCE EVALUATION WERE INCLUDED IN THE RENEWAL OF THE CEO CONTRACT. THE CFO WAS OFFICIALLY HIRED AS AN EMPLOYEE IN JULY 2018. BOTH THE CEO AND THE BOARD REVIEWED AND DETERMINED COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST. FORM 990, PART XII, LINE 2B AND PART IV LINE 12A ACTIVITY REPORTED ON THIS FORM 990 AND ITS AUDITED FINANCIAL STATEMENTS INCLUDES ALL ACTIVITY FOR ENTITIES REPORTED ON SCHEDULE R. MAXSTATION MALAYSIA SDN BHD UNIT 1302 LOBBY 1 BLOCK A DAMAN SELANGOR MY 320492996 PATIENT ORIENTED PROGRAMS MY 37318 34555 THE MAX FOUNDATION MAXAID 1107 NE 45TH NO 230 SEATTLE WA 98105 352577906 SUPPORT MAX FOUNDATION WA 501(C)(3) LINE 12A, I THE MAX FOUNDATION 1 THE MAX FOUNDATION SOUTH AFRICA TRUST 10 COSMOSPLACE DOORNPOORT PRETORIA SF 0186 TO SUPPORT MAX FOUNDATION SF MAX FOUNDATION T -36063 5750 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 MAXAID L 4371165 BOOK