2024-08-15T12:13:30-05:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2023-01-01 911893957 THE MAX FOUNDATION MAXF 4257788660 1416 NW 46TH STREET SUITE 105 146 SEATTLE WA 98107 JOHN MENAPACE CFO & VP, ADMINISTRATION 4257788660 2024-08-14 1 0 FRANCES OLSON P01228048 4254544919 2024-08-14 2023 2024-08-08 14:25:15Z PATRICIA GARCIA-GONZALEZ 1416 NW 46TH STREET SUITE 105 146 SEATTLE WA 98107 7220639 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. 9 8 27 858 0 0 1103879 910276 4451139 6283459 9 -10833 -42350 -97123 5512677 7085779 563864 523450 0 0 2810058 3515724 0 0 679595 2430550 2887513 5804472 6926687 -291795 159092 2609712 2637444 390062 258702 2219650 2378742 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 3780580 523450 6283459 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 SUPPORTING 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. 3780580 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 16 0 27 1 0 1 IN MY TH SF 0 0 0 1 1 0 0 0 0 0 0 X 9 8 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 SANDY BREWSTER 4257788660 1416 NW 46TH STREET SUITE 105 146 SEATTLE WA 98105 PATRICIA GARCIA-GONZALEZ CHIEF EXECUTIVE OFFICER 50.00 5.00 X X 311492 0 26538 PAULA BOULTBEE BOARD 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 EDGAR THOMAS BOARD MEMBER 5.00 2.00 X 0 0 0 MARIA PIA RUFULLI BOARD MEMBER 5.00 2.00 X 0 0 0 PATRICIA M PEARCE CFO & VP, ADMINISTRATION (THRU 8/23) 40.00 2.00 X 136866 0 14219 JOHN MENAPACE CFO & VP, ADMINISTRATION (FROM 5/23) 40.00 2.00 X 119493 0 8963 MICHAEL WRIGGLESWORTH VICE PRESIDENT, PROGRAM OPERATIONS 40.00 0.00 X 189391 0 5785 CRAIG ANDERSON DIRECTOR OF IT 40.00 0.00 X 136953 0 21703 WILMA COMENAT VICE PRESIDENT, DEVELOPMENT 40.00 2.00 X 157955 0 16883 SANDY BREWSTER CONTROLLER/DIRECTOR OF ACCOUNTING 40.00 0.00 X 120205 0 16280 PATRICK FLANAGAN HUMAN RESOURCES MANAGER 40.00 0.00 X 104664 0 9191 BRYAN MURPHY VICE PRESIDENT, PROGRAMS 40.00 2.00 X 146481 0 17033 1423500 0 136595 10 0 1 0 COOK GM CONSULTING GROUP LLC 5 BRADLEY ROAD MORRISTOWN NJ 07840 CONSULTING 166892 ANGEL KAUSHISH 9809 MONTPELLIER DR DELRAY BEACH FL 33446 COMPUTER PROGRAMMING 105952 2 257817 652459 217787 910276 MAX ACCESS SOLUTIONS 624100 6231978 6231978 MEDICAL TEST KITS 624100 51481 51481 6283459 37 37 3 3 10870 -10870 -10870 -10870 26632 257817 123990 -97358 -97358 REIMBURSEMENT REVENUE 900099 232 232 232 7085779 6283459 0 -107956 10000 10000 513450 513450 812746 298612 514134 67593 67593 2144049 1065408 644612 434029 45559 8094 25484 11981 221159 101772 77295 42092 224618 101633 88656 34329 5168 5168 63344 648 62696 358549 4778 331517 22254 32396 32396 144223 25030 116734 2459 110379 10168 99717 494 187344 120067 46969 20308 499705 307066 159014 33625 23418 6121 14509 2788 84626 36746 32530 15350 46863 148 46715 GLOBAL CONTRACTORS 1222865 1079031 143834 DISTRIBUTION & SHIPPING 4018 4018 104615 20197 24532 59886 6926687 3780580 2466512 679595 661765 834185 63365 74897 27399 74877 128131 147212 81698 58478 118716 23220 1610336 1483053 2609712 2637444 176489 207727 5425 2050 208148 48925 390062 258702 X 2002780 2276427 216870 102315 2219650 2378742 2609712 2637444 159092 0 X X 0 1 X 1 0 X 57006075 6430918 807768 1103879 910276 66258916 57006075 6430918 807768 1103879 910276 66258916 57829048 8429868 25 24 22 9 40 120 18869 11924 232 31025 66290061 21768021 0.12720 0.12150 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, 2023, 2022, 2021, 2020, AND 2019, IS 12.72%, 12.15%, 12.10%, 13.53%, AND 13.99%, 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 2023, THE FOUNDATION HOSTED OUR ANNUAL FUNDRAISING GALA, RAISING $225,952.THE FOUNDATION'S ANNUAL PEER-TO-PEER CAMPAIGN, MAX-A-THON WAS HELD IN 2023, RAISING $58,497. RECEIPTS FROM THIS CAMPAIGN HAVE INCREASED ANNUALLY SINCE IT WAS LAUNCHED IN 2020. IN 2018 WE ALSO HAD AN INTERNATIONAL FUNDRAISING EVENT CALLED MAX GLOBAL EXPERIENCE WHICH RAISED OVER $80,000 FROM THE GENERAL PUBLIC. THERE WAS NO MGE IN 2019. DUE TO THE PANDEMIC, MAX GLOBAL EXPERIENCE HAS NOT BEEN HELD IN 2020, 2021, OR 2022. THE MAX GLOBAL EXPERIENCE WAS REINTRODUCED IN 2023 AND RAISED $74,511. SINCE 2019 SEVEN 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: 2019:INDIVIDUALS - 183CORPORATIONS - 35FOUNDATIONS - 0TOTAL - 2182020:INDIVIDUALS - 245CORPORATIONS - 34FOUNDATIONS - 2TOTAL - 2812021:INDIVIDUALS - 472CORPORATIONS - 35FOUNDATIONS - 1TOTAL - 5082022:INDIVIDUALS - 429CORPORATIONS - 42FOUNDATIONS - 2TOTAL - 4732023:INDIVIDUALS - 514CORPORATIONS - 38FOUNDATIONS - 1TOTAL - 553IV. 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 2023, THE FOUNDATION PROVIDED SERVICES TO 36,918 INDIVIDUAL CANCER AND RARE DISEASE PATIENTS IN 83 COUNTRIES INCLUDING DELIVERING 9.9 MILLION DAILY DOSES OF CRITICAL CANCER AND RARE DISEASE TREATING MEDICATION, PROVIDING 7,290 MOLECULAR DIAGNOSTIC TESTS, AND ORGANIZING AND DELIVERING 57 EXTERNAL PRESENTATIONS INCLUDING AWARENESS EVENTS AND ONLINE PATIENT EDUCATION SESSIONS, IN PARTNERSHIP WITH A GLOBAL NETWORK OF 380 MEDICAL INSTITUTIONS AND 498 DOCTORS. SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2019 AMOUNT: $ 18,869. 2022 AMOUNT: $ 11,924. 2023 AMOUNT: $ 232. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11210 11210 0 70488 47268 23220 23220 LEASE DEPOSIT 6982 RIGHT OF USE ASSET 45560 DUE FROM MAXAID 1430511 1483053 LEASE LIABILITIES 48925 48925 1 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 146000 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 48000 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 3000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 133000 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 110000 NORTH AMERICA 0 2 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 85000 SOUTH ASIA 1 19 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 353000 SUB-SAHARAN AFRICA 1 15 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 388000 EAST ASIA AND THE PACIFIC 1 10 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 306000 SOUTH AMERICA 0 6 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 272000 RUSSIA AND NEIGHBORING STATES 0 3 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 78000 CENTRAL AMERICA AND THE CARIBBEAN 0 2 EDUCATIONAL WORKSHOPS, PATIENT COUNSELING 24000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 74000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING 2 36 1 21 3 57 1266000 754000 2020000 SUB-SAHARAN AFRICA DIAGNOSTIC TESTING 0 8005 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB-SAHARAN AFRICA DIAGNOSTIC TESTING 0 13800 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB-SAHARAN AFRICA DIAGNOSTIC TESTING 0 5360 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB-SAHARAN AFRICA DIAGNOSTIC TESTING 0 6040 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB-SAHARAN AFRICA DIAGNOSTIC TESTING 0 6170 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 26100 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB-SAHARAN AFRICA DIAGNOSTIC TESTING 0 7850 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB-SAHARAN AFRICA DIAGNOSTIC TESTING 0 5250 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB-SAHARAN AFRICA DIAGNOSTIC TESTING 0 12640 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB-SAHARAN AFRICA DIAGNOSTIC TESTING 0 7160 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SUB-SAHARAN AFRICA DIAGNOSTIC TESTING 1150 WIRE TRANSFER 18810 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT EAST ASIA AND THE PACIFIC DIAGNOSTIC TESTING 0 15230 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT EAST ASIA AND THE PACIFIC DIAGNOSTIC TESTING 0 14810 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT EAST ASIA AND THE PACIFIC PATIENT SUPPORT 55539 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC TRANSPORTATION ASSISTANCE 5218 WIRE TRANSFER 0 RUSSIA AND NEIGHBORING STATES DIAGNOSTIC TESTING 0 14710 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT RUSSIA AND NEIGHBORING STATES DIAGNOSTIC TESTING 0 9910 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT RUSSIA AND NEIGHBORING STATES DIAGNOSTIC TESTING 0 10830 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT RUSSIA AND NEIGHBORING STATES DIAGNOSTIC TESTING 0 11250 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SOUTH AMERICA DIAGNOSTIC TESTING 0 28030 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT SOUTH AMERICA DIAGNOSTIC TESTING 19448 WIRE TRANSFER 0 CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 9500 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 6155 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 49675 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 9000 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 12600 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 0 17330 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT CENTRAL AMERICA AND THE CARIBBEAN DIAGNOSTIC TESTING 300 WIRE TRANSFER 39769 DIAGNOSTICS EQUIPMENT NON-PROFIT PREFERENTIAL PRICING AGREEMENT 29 0 TRANSPORTATION ASSISTANCE EAST ASIA AND THE PACIFIC 4 1200 WIRE TRANSFER TRANSPORTATION ASSISTANCE RUSSIA AND NEIGHBORING STATES 2 600 WIRE TRANSFER TRANSPORTATION ASSISTANCE NORTH AMERICA 41 1580 WIRE TRANSFER TRANSPORTATION ASSISTANCE SOUTH AMERICA 163 2830 WIRE TRANSFER TRANSPORTATION ASSISTANCE CENTRAL AMERICA 46 4160 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. THE MAX FOUNDATION HAS CHECKED THE OFAC LIST OF SPECIALLY DESIGNATED NATIONALS AND BLOCKED PERSONS FOR NAMES OF INDIVIDUALS AND ENTITIES WITH WHOM THE MAX FOUNDATION ARE DEALING TO DETERMINE IF THEY ARE INCLUDED ON THE LIST. THE MAX FOUNDATION COMPLIES WITH ALL STATUTES, EXECUTIVE ORDERS, AND REGULATIONS THAT RESTRICT OR PROHIBIT PERSONS FROM ENGAGING IN TRANSACTIONS AND DEALINGS WITH DESIGNATED COUNTRIES, ENTITIES, OR INDIVIDUALS, OR OTHERWISE ENGAGING IN ACTIVITIES IN VIOLATION OF ECONOMIC SANCTIONS ADMINISTERED BY OFAC. IF NECESSARY, THE MAX FOUNDATION ACQUIRES FROM OFAC THE APPROPRIATE LICENSE AND REGISTRATION WHERE NECESSARY. PART I, LINE 3: THE EXPENDITURES REPORTED ON SCHEDULE F, PART I, LINE 3 ARE ON THE ACCRUAL BASIS OF ACCOUNTING. PART I, LINE 3: NO ACTIVITIES WITHIN THE RUSSIA AND NEIGHBORING STATES REGION OCCURED WITH RUSSIA OR ANY OTHER SANCTIONED ACTIVITIES. 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 225952 200940 25012 6180 35375 71525 MAX-A-THON 58497 56877 1620 8606 2304 284449 257817 26632 8606 6180 35375 73829 123990 -97358 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 US 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 270912 0 40580 0 0 0 8390 0 18148 0 338030 0 0 0 MICHAEL WRIGGLESWORTH VICE PRESIDENT, PROGRAM OPERATIONS 189391 0 0 0 0 0 5682 0 103 0 195176 0 0 0 WILMA COMENAT VICE PRESIDENT, DEVELOPMENT 157955 0 0 0 0 0 4830 0 12053 0 174838 0 0 0 BRYAN MURPHY VICE PRESIDENT, PROGRAMS 146481 0 0 0 0 0 4467 0 12566 0 163514 0 0 0 CRAIG ANDERSON DIRECTOR OF IT 136953 0 0 0 0 0 4109 0 17594 0 158656 0 0 0 PATRICIA M PEARCE CFO & VP, ADMINISTRATION (THRU 8/23) 123191 0 0 0 13675 0 4156 0 10063 0 151085 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 67593 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 22141 FAIR MARKET VALUE X 12 176140 FAIR MARKET VALUE X AUCTION ITEMS 44 19506 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN COLUMN B REPRESENTS THE TOTAL CONTRIBUTIONS RECEIVED FOR THE PUBLICLY TRADED SECURITIES AND MEDICAL SUPPLIES. THE NUMBER IN COLUMN B REPRESENTS THE TOTAL ITEMS RECEIVED FOR THE AUCTION ITEMS. 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 2023, THERE WERE 498 HEALTHCARE PROVIDERS IN OUR NETWORK. THERE ARE 8 VOLUNTEER BOARD MEMBERS AND 23 MEMBERS OF OUR MEDICAL & STRATEGIC ADVISORY BOARD. ADDITIONALLY, WE WORKED WITH 313 VOLUNTEERS TO ORGANIZE EDUCATION AND AWARENESS EVENTS. 16 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 36479 23259 THE MAX FOUNDATION MAXAID 1416 NW 46TH STREET SUITE 105 UNIT SEATTLE WA 98107 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 -64129 4813 1.00000 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 1 0 1 0 0 MAXAID L 6226874 BOOK