Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
EMPIRE HEALTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 244
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SPOKANE, WA99210
A Employer identification number

26-3375286
B Telephone number (see instructions)

(509) 315-1260
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$97,001,669J 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) 3,986,979
2 Check bullet.............
3 Interest on savings and temporary cash investments 19,367 58,668  
4 Dividends and interest from securities... 712,989 718,403  
5a Gross rents............ 174,795 174,795  
b Net rental income or (loss) -143,968
6a Net gain or (loss) from sale of assets not on line 10 1,985,239
b Gross sales price for all assets on line 6a 33,027,735
7 Capital gain net income (from Part IV, line 2)... 1,989,321
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)....... Click to see attachment 2,485,500 14,772 2,471,407
12 Total. Add lines 1 through 11........ 9,364,869 2,955,959 2,471,407
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 354,287 0 0 353,848
14 Other employee salaries and wages...... 2,374,077 0 1,096,653 1,279,595
15 Pension plans, employee benefits....... 830,793 0 297,521 545,904
16a Legal fees (attach schedule)......... Click to see attachment 143,590 300 1,827 200,986
b Accounting fees (attach schedule)....... Click to see attachment 43,200 0 1,050 42,150
c Other professional fees (attach schedule).... Click to see attachment 1,343,106 289,551 545,876 526,959
17 Interest............... 1,187 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 37,856 8,028 28,802 0
19 Depreciation (attach schedule) and depletion... 210,293 178,255 0
20 Occupancy.............. 193,576 52,024 8,270 133,281
21 Travel, conferences, and meetings....... 83,120 0 11,313 81,524
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 693,006 81,254 35,106 415,076
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,308,091 609,412 2,026,418 3,579,323
25 Contributions, gifts, grants paid....... 2,031,767 2,050,825
26 Total expenses and disbursements. Add lines 24 and 25 8,339,858 609,412 2,026,418 5,630,148
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,025,011
b Net investment income (if negative, enter -0-) 2,346,547
c Adjusted net income (if negative, enter -0-)... 444,989
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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............. 516,517 949,971 949,971
2 Savings and temporary cash investments......... 1,051,299 1,628,068 1,628,068
3 Accounts receivable bullet1,296,714
Less: allowance for doubtful accounts bullet   408,799 1,296,714 1,296,714
4 Pledges receivable bullet3,134,479
Less: allowance for doubtful accounts bullet   1,000,000 3,134,479 3,134,479
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 661,951 602,023 602,023
10a Investments—U.S. and state government obligations (attach schedule) 15,274,477 Click to see attachment12,270,357 12,270,357
b Investments—corporate stock (attach schedule)....... 12,731,845 Click to see attachment15,741,639 15,741,639
c Investments—corporate bonds (attach schedule)....... 4,448,106 Click to see attachment9,265,158 9,265,158
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 1,000,000 0 0
13 Investments—other (attach schedule).......... 45,340,180 Click to see attachment47,988,798 47,988,798
14 Land, buildings, and equipment: basis bullet4,642,901
Less: accumulated depreciation (attach schedule) bullet1,484,383 3,284,134 Click to see attachment3,158,518 3,158,518
15 Other assets (describe bullet) Click to see attachment1,004,309 Click to see attachment965,944 Click to see attachment965,944
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 86,721,617 97,001,669 97,001,669
Liabilities 17 Accounts payable and accrued expenses.......... 369,499 725,352
18 Grants payable................. 458,748 107,000
19 Deferred revenue.................   393,521
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......   185,546
22 Other liabilities (describe bullet) Click to see attachment82,000 Click to see attachment83,000
23 Total liabilities (add lines 17 through 22)......... 910,247 1,494,419
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 83,356,515 90,881,570
25 Net assets with donor restrictions............ 2,454,855 4,625,680
Foundations that do not follow FASB ASC 958, check here bullet
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)..... 85,811,370 95,507,250
30 Total liabilities and net assets/fund balances (see instructions). 86,721,617 97,001,669
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
85,811,370
2
Enter amount from Part I, line 27a .....................
2
1,025,011
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,670,869
4
Add lines 1, 2, and 3 ..........................
4
95,507,250
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
95,507,250
Form 990-PF (2020)
Form 990-PF (2020)
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 PUBLICLY TRADED SECURITIES      
b PARTNERSHIP CAPITAL GAIN P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 32,229,459   31,038,414 1,191,045
b 3,211     3,211
c 795,065     795,065
d
e
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       1,191,045
b       3,211
c       795,065
d
e
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 1,989,321
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 32,617
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% 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 0
3 Add lines 1 and 2........................... 3 32,617
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 32,617
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 75,860
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 75,860
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 43,243
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet43,243 RefundedBullet 11 0
Part VII-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? Click to see attachment....................
1a
Yes
 
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. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWA
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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
    Yes
     
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletEMPIREHEALTHFOUNDATION.ORG
    14
    The books are in care ofbulletDAVID LUHN Telephone no.bullet (509) 315-1260

    Located atbullet1020 W RIVERSIDE AVESPOKANEWA ZIP+4bullet99201
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    3b
     
    No
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
    No
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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 SELECKY DIRECTOR, BOARD CHAIR
    0.50     		0 0 683
    1610 HIGHWAY 20 EAST
    COLVILLE,WA99114
    TODD KOYAMA DIRECTOR, BOARD VICE CHAIR
    0.50     		0 0 0
    203 N WASHINGTON ST STE 203
    SPOKANE,WA99201
    THOMAS QUIGLEY DIRECTOR, BOARD TREASURER
    0.50     		0 0 0
    601 W MAIN ST SUITE 400
    SPOKANE,WA99201
    LUISITA FRANCIS DIRECTOR, BOARD SECRETARY
    0.50     		0 0 0
    6012 S HELENA
    SPOKANE,WA99223
    THOMAS E SMITH PRESIDENT (EFFECTIVE 10/1/2020)
    38.60     		75,754 10,544 1,153
    4127 N WALL ST
    SPOKANE,WA99205
    DAVID E LUHN CHIEF FINANCIAL OFFICER
    39.20     		141,104 44,381 1,051
    2237 HILLSIDE DR
    CHENEY,WA99004
    ALISON BOYD-BALL DIRECTOR
    0.50     		0 0 0
    PO BOX 150
    NEPELEM,WA99155
    BILL BOUTEN DIRECTOR
    0.50     		0 0 0
    PO BOX 3507
    SPOKANE,WA99220
    JEFF THOMAS DIRECTOR
    0.50     		0 0 0
    107 S DIVISION
    SPOKANE,WA99202
    TAWHNEE COLVIN DIRECTOR
    0.50     		0 0 0
    PO BOX 594
    WELLPINIT,WA99040
    JENNY SMITH DIRECTOR
    0.50     		0 0 0
    714 W PINE ST
    NEWPORT,WA99156
    KIM PEARMAN-GILLMAN DIRECTOR
    0.50     		0 0 0
    14610 E SPRAUGE AVE
    SPOKANE VALLEY,WA99216
    MONICA SIMEON DIRECTOR
    0.50     		0 0 0
    55 E LINCOLN RD STE 102
    SPOKANE,WA99208
    OSCAR HARRIS DIRECTOR
    0.50     		0 0 0
    200 N BERNARD
    SPOKANE,WA99201
    RHOSETTA RHODES DIRECTOR
    0.50     		0 0 0
    300 W HAWTHORNE RD
    SPOKANE,WA99251
    SHARON FAIRCHILD DIRECTOR
    0.50     		0 0 0
    22815 E CLEARWATER LANE
    LIBERTY LAKE,WA99019
    JEFFREY BELL INTERIM PRESIDENT (RESIGNED 9/30/2020)
    37.20     		264,525 35,755 673
    271 ROCKWOOD RD
    NEWPORT,WA99156
    GARY STOKES FORMER DIRECTOR (TERMED OFF MARCH 2020
    0.50     		0 0 0
    3911 S REGAL
    SPOKANE,WA99223
    RODNEY MCCAULEY FORMER DIRECTOR (TERMED OFF MARCH 2020
    0.50     		0 0 0
    3501 S WHIPPLE
    SPOKANE,WA99206
    NATHAN SMITH FORMER DIRECTOR (TERMED OFF MARCH 2020
    0.50     		0 0 0
    1107 W 18TH AVE
    SPOKANE,WA99203
    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
    SHIVON BRITE SR. VICE PRESIDENT O
    39.50     		195,167 28,802 689
    9308 N MOUNTAIN LANE
    SPOKANE,WA99218
    SHEILA K MORLEY LEASED EXEC DIRECTOR
    40.00     		167,236 29,570 675
    4209 S HATCH
    SPOKANE,WA99203
    LAURA F CANTRELL EXEC DIRECTOR - CARE
    40.00     		157,799 38,029 1,397
    1037 NE 65TH ST 104
    SEATTLE,WA98115
    LAURA MARTIN VICE PRESIDENT OF OP
    39.50     		167,177 21,921 675
    14211 S KEENEY RD
    SPOKANE,WA99224
    TRACI RICHMOND LEASED EXEC DIRECTOR
    40.00     		141,258 30,377 675
    10209 E WALTON CT
    SPOKANE,WA99206
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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
    KIEMLE HADOOD CONSTRUCTION MANAGEMENT SERVICES 266,839
    601 W MAIN SUITE 200
    SPOKANE,WA99201
    NONPROFIT PROFESSIONAL ADVISORY GROUP EXECUTIVE RECRUITING AND COMPENSATION BENCHMARKING 175,683
    207 HIGH RD
    NEWBURY,MA01951
    FRED HUTINSON CANCER RESEARCH CENTER COVID19 CANCER DATA RESEARCH 106,479
    PO BOX 19024
    SEATTLE,WA98109
    KLUND HOSMER MARKETING AND DESIGN SERVICES 98,218
    216 W PACIFIC AVE STE 201
    SPOKANE,WA99201
    PATRICK DUNN & ASSOCIATES LTD GOVERNMENT RELATIONS CONSULTING 96,235
    13531 NORTHSHIRE ROAD NW
    SEATTLE,WA98177
    Total number of others receiving over $50,000 for professional services.............bullet3
    Part IX-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 AGING SERVICES - TODAY, 35% OF THE PEOPLE IN OUR REGION ARE AGE 50 OR OLDER, YET MOST FAMILIES AND COMMUNITIES DON'T HAVE THE RESOURCES TO PROVIDE VITAL CARE TO OUR AGING POPULATION--ESPECIALLY IN RURAL AREAS AND TRIBAL COMMUNTIES. FOR AT-RISK OLDER PEOPLE IN RURAL AREAS, WE SUPPORT A PROGRAM THAT INCORPORATES THEIR MOST-TRUSTED MEDICAL PROFESSIONALS: PRIMARY CARE PROVIDERS AND PHARMACISTS. FOR OLDER ADULTS IN THE SPOKANE TRIBE OF INDIANS, WE SUPPORT HEALTH COACHES, A CARE COORDINATOR AND FITNESS PROGRAMS. TARGETED RESULTS INCLUDE IMPROVING PATIENT ACTIVATION MEASURES (AN ASSESSMENT OF HOW CAPABLE AN INDIVIDUAL IS OF MANAGING THEIR OWN HEALTH AND HEALTHCARE). THIS EFFORT IS FUNDED THROUGH A GRANT FROM A PRIVATE FOUNDATION CONTRIBUTOR. 1,250,346
    2 NATIVE HEALTH - A COMBINATION OF GRANTS AND CONSULTING TARGETING NATIVE COMMUNITIES AND PARTNERS. EFFORTS IN 2020 INCLUDED SUPPORT FOR LANGUAGE RESTORATION AND TRADITIONAL NATIVE HEALING METHODS AND WILDFIRE RELIEF. 384,100
    3 CANCER RESEARCH - THE FOUNDATION IS THE ADMINISTRATOR FOR THE ANDY HILL CANCER RESEARCH ENDOWMENT (CARE) FUND, WHICH IS A STATE-FUNDED EFFORT TO MOVE CANCER RESEARCH FURTHER AND FASTER. APPROXIMATELY $5 MILLION OF GRANTS HAVE BEEN AWARDED THROUGH 12/31/2020 BY CARE'S BOARD TO SUPPORT CANCER RESEARCH IN WASHINGTON STATE (NOTE: THE ADMINISTRATION OF THIS CONTRACT IS BY THE FOUNDATION PURSUANT TO ITS CONTRACT WITH THE WASHINGTON DEPARTMENT OF COMMERCE--THE GRANT FUNDS ARE HELD AND AWARDED THROUGH THE FOUNDATION'S AFFILIATE, PHILANTHROPY IN ACTION). 731,285
    4 NATIVE AMERICAN FAMILY PRESERVATION (UP-FRONT ASSESSMENT) - THE PURPOSE IS TO REDUCE OUT-OF-HOME PLACEMENTS AMONG AMERICAN INDIAN/ALASKA NATIVE CHILDREN IN UP TO THREE COMMUNITIES IN EASTERN WASHINGTON BY 50% WITHIN THREE YEARS BY PROVIDING ACCESS TO CULTURALLY COMPETENT ASSESSMENTS, SAFETY PLANS AND MENTAL HEALTH SERVICES. THIS EFFORT IS FUNDED THROUGH A GRANT FROM A PRIVATE FOUNDATION CONTRIBUTOR. 422,115
    Part IX-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  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    76,512,101
    b
    Average of monthly cash balances.......................
    1b
    2,905,471
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    79,417,572
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    79,417,572
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,191,264
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    78,226,308
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,911,315
    Part XI
    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 X, line 6....................
    1
    3,911,315
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    32,617
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
    254
    c
    Add lines 2a and 2b............................
    2c
    32,871
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,878,444
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    13,000
    5
    Add lines 3 and 4............................
    5
    3,891,444
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    3,891,444
    Part XII
    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
    5,630,148
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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 V, line 8, and Part XIII, line 4
    4
    5,630,148
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,630,148
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 3,891,444
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 17,508,573
    b From 2016...... 5,382,506
    c From 2017...... 2,411,402
    d From 2018...... 2,455,028
    e From 2019...... 5,898,819
    fTotal of lines 3a through e........ 33,656,328
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,630,148
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment1,672,461
    d Applied to 2020 distributable amount..... 3,891,444
    e Remaining amount distributed out of corpus 66,243
    5 Excess distributions carryover applied to 2020. 0 0
    (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 35,395,032
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    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......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		1,672,461
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		15,836,112
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		17,886,459
    10 Analysis of line 9:
    a Excess from 2016.... 5,382,506
    b Excess from 2017.... 2,411,402
    c Excess from 2018.... 2,455,028
    d Excess from 2019.... 5,898,819
    e Excess from 2020.... 1,738,704
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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 bullet
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    AGING & LONG-TERM CARE OF EASTERN WA
    1222 N POST STREET
    SPOKANE,WA99201     		NONE PC TO PROMOTE IMPROVED HEALTH 132,000
    ALLIANCE FOR INTEGRATED MEDICATION MGT
    PO BOX 2046
    FAIRFAX,VA22031     		NONE PC TO PROMOTE IMPROVED HEALTH 212,000
    AMERICAN INDIAN COMMUNITY CENTER
    610 E NORTH FOOTHILLS DRIVE
    SPOKANE,WA99207     		NONE PC TO PROMOTE IMPROVED HEALTH 80,000
    CATHOLIC CHARITIES EASTERN WA
    PO BOX 2253
    SPOKANE,WA992102253     		NONE PC TO PROMOTE IMPROVED HEALTH 300,000
    CONFEDERATED TRIBES OF THE COLVILLE RESER
    POBOX 150
    NESPELEM,WA99155     		FOUNDATION DIRECTOR AFFILIAT GOV TO PROMOTE IMPROVED HEALTH 163,018
    HOLISTIC NATIVE
    55 E LINCOLN RD STE 102
    SPOKANE,WA99208     		NONE PC TO PROMOTE IMPROVED HEALTH 44,900
    INNOVIA FOUNDATION
    421 W RIVERSIDE AVE 606
    SPOKANE,WA992010405     		NONE PC TO PROMOTE IMPROVED HEALTH 356,200
    KSPS PUBLIC TELEVISION
    3911 S REGAL
    SPOKANE,WA99223     		FOUNDATION DIRECTOR AFFILIAT PC MATCH EMPLOYEE CONTRIBUTION 240
    LIFE SERVICES OF SPOKANE
    2659 N ASH
    SPOKANE,WA99205     		NONE PC MATCH EMPLOYEE CONTRIBUTION 750
    NEW ESD101
    4202 S REGAL ST
    SPOKANE,WA99223     		NONE GOV TO PROMOTE IMPROVED HEALTH 55,000
    PHILANTHROPY NORTHWEST
    2101 4TH AVE STE 650
    SEATTLE,WA98121     		NONE PC TO PROMOTE IMPROVED HEALTH 3,750
    PLANNED PARENTHOOD OF GREATER WA & N ID
    1117 TIETON DRIVE
    YAKIMA,WA98902     		NONE PC TO PROMOTE IMPROVED HEALTH 25
    RURAL RESOURCES COMMUNITY ACTION
    956 S MAIN STREET SUITE A
    COLVILLE,WA99114     		NONE PC TO PROMOTE IMPROVED HEALTH 320,000
    SECOND HARVEST INLAND NORTHWEST
    1234 E FRONT AVE
    SPOKANE,WA99202     		NONE PC TO PROMOTE IMPROVED HEALTH 200
    SPOKANE PUBLIC SCHOOLS
    200 N BERNARD STREET
    SPOKANE,WA992010282     		FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV TO PROMOTE IMPROVED HEALTH 10,000
    THE BAIL PROJECT
    PO BOX 750
    VENICE,CA90294     		NONE PC TO PROMOTE IMPROVED HEALTH 15,000
    THE SALISH SCHOOL OF SPOKANE
    ATTN KIM RICHARDS
    SPOKANE,WA99209     		NONE PC TO PROMOTE IMPROVED HEALTH 2,050
    THE SALVATION ARMY-SPOKANE
    222 E INDIANA AVE
    SPOKANE,WA99207     		NONE PC MATCH EMPLOYEE CONTRIBUTION 300
    UNION GOSPEL MISSION
    1224 E TRENT AVE
    SPOKANE,WA99202     		NONE PC MATCH EMPLOYEE CONTRIBUTION 930
    VOLUNTEERS OF AMERICA OF E WA & N ID
    525 W 2ND AVENUE
    SPOKANE,WA99201     		NONE PC TO PROMOTE IMPROVED HEALTH 1,177
    WSU COLLEGE OF NURSING
    ADVANCEMENT OFFICE - ROOM 443
    SPOKANE,WA99210     		FOUNDATION DIRECTOR AFFILIAT GOV TO PROMOTE IMPROVED HEALTH 349,375
    YWCA
    930 NORTH MONROE STREET
    SPOKANE,WA99201     		NONE PC MATCH EMPLOYEE CONTRIBUTION 60
    ACP FOUNDATION
    PO BOX 832865
    RICHARDSON,TX75083     		NONE PC MATCH EMPLOYEE CONTRIBUTION 100
    CITY OF SPOKANE UTILITY DIVISION
    1ST FLOOR CITY HALL
    SPOKANE,WA99256     		NONE GOV MATCH EMPLOYEE CONTRIBUTION 50
    GREATER CLEVELAND CONGREGATIONS
    61114 FRANCIS AVE
    CLEVELAND,OH44127     		NONE PC MATCH EMPLOYEE CONTRIBUITON 1,000
    LATINO COMMUNITY FUND OF WASHINGTON
    PO BOX 30669
    SEATTLE,WA98103     		NONE PC MATCH EMPLOYEE CONTRIBUTION 500
    LES LILAS FR BILINGUAL COMMUNITY SCHOOL
    6601 132ND AVE NE
    KIRKLAND,WA98033     		NONE PC MATCH EMPLOYEE CONTRIBUTION 2,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC MATCH EMPLOYEE CONTRIBUITON 200
    Total .................................bullet 3a 2,050,825
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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
    aDEVELOPER FEES         674,555
    bSTATE & AGENCY CONTRACTS         781,479
    cSHARED SERVICE AGREEMENTS WITH AFFILIATES         1,015,373
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 19,367  
    4 Dividends and interest from securities....     14 712,989  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -143,968  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900000 3,211 18 1,982,028  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aDISTRIBUTIONS FROM TRUSTS     		    01 11,658  
    bREFUND FROM PRIOR QUALIFIED DISTRIBUTIONS     01 13,000  
    cOTHER TRAILING INCOME     01 64  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 3,211 2,595,138 2,471,407
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,069,756
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 DEVELOPER FEES - FURTHER EHF'S EXEMPT PURPOSE DUE TO EHF'S INVOLVEMENT IN THE DEVELOPMENT AND COMPLETION OF LIHTC HOUSING PROJECT.
    1 STATE & AGENCY CONTRACT - WASHINGTON STATE CARE GRANT PROVIDED TO EHF FOR CONTINUING RESEARCH TO CURE VARIOUS DISEASES.
    1 SHARED SERVICE AGREEMENTS - OPERATIONAL SUPPORT FOR AFFILIATED ENTITIES THAT SUPPORT EHF'S MISSION
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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
    Yes
     
    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
    1c 38,112 EMPIRE HEALTH COMMUNITY ADVOCACY FUND (501C4) THIS 501C4 RELATED RELATED ENTITY (THE RESPONDING ORGANIZATION IS A MEMBER OF THE 501C4 ENTITY) SHARED EMPLOYEES WITH THE ORGANIZATION (REIMBURSED $36,988) AND ALSO REIMBURSED THE ORGANIZATION FOR CERTAIN COSTS PAID BY THE ORGANIZATION ($1,124).
    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
    EMPIRE HEALTH COMMUNITY ADVOCACY FUND (501C4) 501C4 RELATED ENTITY THAT SHARES EMPLOYEES.
    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.
    Bullet Bullet
    May the IRS discuss this return
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    EMPIRE HEALTH FOUNDATION
     
    Employer identification number

    26-3375286
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    EMPIRE HEALTH FOUNDATION
          		Employer identification number
    26-3375286
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MARGARET A CARGILL FOUNDATION
     
    6889 ROWLAND ROAD
     
    EDEN PRARIE, MN55344

    		$ 3,984,479


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    EMPIRE HEALTH FOUNDATION
          		Employer identification number

    26-3375286
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    EMPIRE HEALTH FOUNDATION
          		Employer identification number

    26-3375286
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 43,200 0 1,050 42,150

    TY 2020 DistributionFromCorpusElection
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Election:
    PURSUANT TO IRC SECTION 4942(G)(3) AND REG. 53.4942(A)-3(C), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.

    TY 2020 ExplanOfLegisPoliticalActvts
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Explanation:
    THE FOUNDATION'S ACTIVITIES RELATED TO ATTEMPTS TO INFLUENCE LEGISLATION WERELIMITED TO THOSE THAT EITHER QUALIFY AS EXCEPTIONS TO THE PROHIBITIONS AGAINSTSUCH ACTIVITY AS DESCRIBED IN IRC 4945(E) AND REGULATIONS SECTION 53.4945-2(D),OR WERE FOR PURPOSES OF DISCUSSING PROPOSALS RELATED TO PROJECTS JOINTLY FUNDEDOR POTENTIALLY JOINTLY FUNDED BY THE FOUNDATION AND A GOVERNMENTAL BODY.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NATIONAL RURAL UTIL COOP 75,387 75,387
    CHEVRON CORP 90,468 90,468
    LABORATORY CORP OF AMER 87,539 87,539
    PACIFICORP * FULL CALL 11/01/2021 @ 100 102,189 102,189
    PNC FINANCIAL SERVICES 98,120 98,120
    STARBUCKS CORP 91,227 91,227
    APPLE INC 190,759 190,759
    ORACLE CORP SR GLBL NT 97,515 97,515
    JABIL INC 101,559 101,559
    SALESFORCE.COM INC 90,553 90,553
    FLORIDA POWER & LIGHT CO 68,055 68,055
    AMERICAN HONDA FINANCE 91,075 91,075
    CIGNA CORP 91,794 91,794
    GOLDMAN SACHS GRP INC FRN 70,676 70,676
    PFIZER INC 96,901 96,901
    ABBVIE INC 92,642 92,642
    ENTERGY LOUISIANA LLC 100,286 100,286
    BROADCOM CRP / CAYMN FI 102,764 102,764
    VALERO ENERGY CORP 100,645 100,645
    HP ENTERPRISE CO 107,739 107,739
    MORGAN STANLEY 117,305 117,305
    EQUIFAX INC 90,995 90,995
    NOVARTIS CAPITAL CORP 104,783 104,783
    ARCHER-DANIELS-MIDLAND C 87,002 87,002
    PAYPAL HOLDINGS INC 94,129 94,129
    PRECISION CASTPARTS CORP 105,016 105,016
    VISA INC 89,668 89,668
    ANALOG DEVICES INC 97,030 97,030
    BANK OF AMERICA CORP 99,135 99,135
    LOWE'S COS INC 103,113 103,113
    COMCAST CORP 91,359 91,359
    AMAZON.COM INC 106,852 106,852
    BURLINGTN NORTH SANTA FE 90,714 90,714
    SOUTHWEST AIRLINES CO 101,055 101,055
    KIMBERLY-CLARK CORP 101,353 101,353
    ROPER TECHNOLOGIES INC 101,306 101,306
    D.R. HORTON INC 100,630 100,630
    ANTHEM INC 103,737 103,737
    CITIGROUP INC 102,377 102,377
    JPMORGAN CHASE & CO 119,138 119,138
    ESTEE LAUDER CO INC 99,274 99,274
    VERIZON COMMUNICATIONS 98,607 98,607
    NUTRIEN LTD 92,342 92,342
    SHELL INTERNATIONAL FIN 108,624 108,624
    NATIONAL RURAL UTIL COOP 70,361 70,361
    AMERICAN ELECTRIC POWER 87,481 87,481
    PNC FINANCIAL SERVICES 87,792 87,792
    APPLE INC 150,599 150,599
    ORACLE CORP SR GLBL NT 82,118 82,118
    JABIL INC 90,869 90,869
    INTERCONTINENTALEXCHANGE 90,699 90,699
    AMERICAN HONDA FINANCE 80,956 80,956
    CIGNA CORP 80,995 80,995
    GOLDMAN SACHS GRP INC FRN 68,656 68,656
    TOYOTA MOTOR CREDIT CORP 82,104 82,104
    SAN DIEGO G & E 80,534 80,534
    ABBVIE INC 81,743 81,743
    ENTERGY LOUISIANA LLC 90,258 90,258
    BROADCOM CRP / CAYMN FI 91,947 91,947
    HCA INC 89,998 89,998
    VALERO ENERGY CORP 90,581 90,581
    HP ENTERPRISE CO 97,478 97,478
    COMCAST CORP 82,675 82,675
    MORGAN STANLEY 111,772 111,772
    QUALCOMM INC 96,985 96,985
    VERISK ANALYTICS INC 90,544 90,544
    VISA INC 84,064 84,064
    ANALOG DEVICES INC 79,907 79,907
    BANK OF AMERICA CORP 88,120 88,120
    ELECTRONIC ARTS INC 124,845 124,845
    LOWE'S COS INC 92,259 92,259
    AMAZON.COM INC 96,676 96,676
    SOUTHWEST AIRLINES CO 89,166 89,166
    KIMBERLY-CLARK CORP 91,218 91,218
    ROPER TECHNOLOGIES INC 91,176 91,176
    CITIGROUP INC 153,565 153,565
    UNION PACIFIC CORP 89,334 89,334
    JPMORGAN CHASE & CO 142,966 142,966
    ESTEE LAUDER CO INC 88,244 88,244
    BRISTOL-MYERS SQUIBB CO 92,313 92,313
    VERIZON COMMUNICATIONS 88,646 88,646
    MITSUBISHI UFJ FIN GRP 139,032 139,032
    NUTRIEN LTD 81,478 81,478
    CANADIAN IMPERIAL BANK 81,054 81,054
    SHELL INTERNATIONAL FIN 97,869 97,869
    ELECTRONIC ARTS INC 20,049 20,049
    TOYOTA MOTOR CREDIT CORP 30,221 30,221
    TYSON FOODS INC 30,309 30,309
    PNC FINANCIAL SERVICES 20,657 20,657
    CAPITAL ONE FIN CO FRN 30,230 30,230
    JABIL INC 26,726 26,726
    ACE INA HLDGS INC 26,046 26,046
    INTERCONTINENTALEXCHANGE 25,194 25,194
    AMERICAN HONDA FINANCE 25,298 25,298
    CIGNA CORP 21,598 21,598
    GOLDMAN SACHS GRP INC FRN 25,241 25,241
    SAN DIEGO G & E 21,475 21,475
    ENTERGY LOUISIANA LLC 25,071 25,071
    BROADCOM CRP / CAYMN FI 27,043 27,043
    VALERO ENERGY CORP 25,161 25,161
    HP ENTERPRISE CO 25,652 25,652
    COMCAST CORP 22,046 22,046
    MORGAN STANLEY 22,133 22,133
    APPLE INC 27,531 27,531
    UNITED PARCEL SERVICE 26,545 26,545
    EQUIFAX INC 21,410 21,410
    ARCHER-DANIELS-MIDLAND C 21,750 21,750
    XCEL ENERGY INC 21,996 21,996
    DUPONT DE NEMOURS INC 28,028 28,028
    ANALOG DEVICES INC 22,830 22,830
    BANK OF AMERICA CORP 27,537 27,537
    VISA INC 22,293 22,293
    BURLINGTN NORTH SANTA FE 22,678 22,678
    SOUTHWEST AIRLINES CO 23,777 23,777
    CHURCH & DWIGHT CO INC 22,153 22,153
    ROPER TECHNOLOGIES INC 25,326 25,326
    D.R. HORTON INC 25,157 25,157
    ANTHEM INC 23,052 23,052
    CITIGROUP INC 34,125 34,125
    JPMORGAN CHASE & CO 23,827 23,827
    ESTEE LAUDER CO INC 27,576 27,576
    OMNICOM GROUP INC 21,255 21,255
    VERIZON COMMUNICATIONS 24,900 24,900
    CANADIAN IMPERIAL BANK 27,018 27,018
    MAGNA INTERNATIONAL INC 27,366 27,366
    SUMITOMO MITSUI FINL GRP 27,157 27,157
    SHELL INTERNATIONAL FIN 17,207 17,207

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC CLASS C 324,097 324,097
    CHARTER COMMUNICATIONS INC 178,618 178,618
    FACEBOOK INC-A 251,307 251,307
    AMAZON.COM INC 312,665 312,665
    HILTON WORLDWIDE HOLDINGS 101,802 101,802
    HOME DEPOT 65,076 65,076
    NIKE INC CL B 179,666 179,666
    ROSS STORES INC 106,230 106,230
    CONOCOPHILLIPS 80,979 80,979
    PIONEER NATURAL RESOURCES 40,430 40,430
    CHUBB LIMITED 69,264 69,264
    AON PLC 62,324 62,324
    BANK OF AMERICA CORP 160,339 160,339
    BLACKROCK INC 86,584 86,584
    BLACKSTONE GROUP INC 124,435 124,435
    CITIGROUP INC 96,497 96,497
    MORGAN STANLEY GRP INC 160,702 160,702
    S&P GLOBAL INC. 60,815 60,815
    SCHWAB CHARLES CORP NEW 70,278 70,278
    DANAHER CORP 154,387 154,387
    IQVIA HOLDINGS INC 179,170 179,170
    THERMO FISHER SCIENTIFIC 155,570 155,570
    UNITEDHEALTH GROUP INC 152,545 152,545
    ZOETIS INC 119,160 119,160
    CINTAS CORP 81,295 81,295
    FORTIVE CO 84,629 84,629
    UNION PACIFIC CORP 197,809 197,809
    ADOBE INC 132,531 132,531
    AMPHENOL CORP 86,962 86,962
    APPLE INC 391,435 391,435
    FIDELITY NATL INFO SVCS 154,191 154,191
    MICROSOFT CORP 487,099 487,099
    SERVICENOW INC 88,619 88,619
    TEXAS INSTRUMENTS INC 174,798 174,798
    VISA INC 318,252 318,252
    AIR PRODUCTS & CHEMICALS 117,484 117,484
    AMERICAN TOWER CORP 122,330 122,330
    AMEREN CORP 69,863 69,863
    AMERICAN WATER WORKS CO 59,853 59,853
    TENCENT HOLDINGS LTD 121,082 121,082
    SEA LTD ADR 97,534 97,534
    ALIBABA GROUP HOLDINGS LTD 95,419 95,419
    SAFRAN SA 101,731 101,731
    ASML HOLDING 48,783 48,783
    MATCH GROUP INC 66,372 66,372
    DOLLARAMA INC 66,145 66,145
    ADVANCE AUTO PARTS 64,579 64,579
    BURLINGTON STORES INC 68,003 68,003
    WYNDHAM HOTELS & RESORTS 40,122 40,122
    US FOODS HOLDING CORP 40,804 40,804
    NASDAQ INC. 63,051 63,051
    STERIS PLC 60,652 60,652
    COOPER COS INC 78,113 78,113
    LAB CORP OF AMER HLDGS NEW 58,011 58,011
    TELEFLEX INC 65,028 65,028
    WEST PHARMACEUTICAL SVC 18,415 18,415
    RENTOKIL INITIAL PLC 48,700 48,700
    DOVER CORP 59,968 59,968
    EQUIFAX INC 65,565 65,565
    IAA INC 68,878 68,878
    IDEX CORP 27,888 27,888
    L3 HARRIS TECHNOLOGIES INC 27,407 27,407
    SMITH A O CORP 47,419 47,419
    VERISK ANALYTICS INC-CL A 39,442 39,442
    NICE LTD ADR 55,290 55,290
    ANSYS INC 61,846 61,846
    ASPEN TECHNOLOGY 23,445 23,445
    CDW CORP/DE 47,444 47,444
    CMC MATERIALS INC 60,520 60,520
    PAYCOM SOFTWARE INC 34,823 34,823
    SS&C TECHNOLOGIES HOLDINGS 45,832 45,832
    SYNOPSYS INC 82,956 82,956
    WEX INC 61,059 61,059
    APTARGROUP INC 47,911 47,911
    ALPHABET INC CLASS C 245,263 245,263
    CHARTER COMMUNICATIONS INC 135,617 135,617
    FACEBOOK INC-A 188,480 188,480
    AMAZON.COM INC 231,242 231,242
    HILTON WORLDWIDE HOLDINGS 73,987 73,987
    HOME DEPOT 47,811 47,811
    NIKE INC CL B 134,396 134,396
    ROSS STORES INC 79,212 79,212
    CONOCOPHILLIPS 60,384 60,384
    PIONEER NATURAL RESOURCES 30,180 30,180
    CHUBB LIMITED 51,563 51,563
    AON PLC 46,479 46,479
    BANK OF AMERICA CORP 119,724 119,724
    BLACKROCK INC 64,938 64,938
    BLACKSTONE GROUP INC 93,002 93,002
    CITIGROUP INC 72,758 72,758
    MORGAN STANLEY GRP INC 129,521 129,521
    S&P GLOBAL INC. 44,378 44,378
    SCHWAB CHARLES CORP NEW 51,714 51,714
    DANAHER CORP 114,402 114,402
    IQVIA HOLDINGS INC 133,481 133,481
    THERMO FISHER SCIENTIFIC 115,047 115,047
    UNITEDHEALTH GROUP INC 113,971 113,971
    ZOETIS INC 89,370 89,370
    CINTAS CORP 60,088 60,088
    FORTIVE CO 63,029 63,029
    UNION PACIFIC CORP 147,836 147,836
    ADOBE INC 95,022 95,022
    AMPHENOL CORP 65,385 65,385
    APPLE INC 292,581 292,581
    FIDELITY NATL INFO SVCS 115,289 115,289
    MICROSOFT CORP 364,768 364,768
    SERVICENOW INC 66,602 66,602
    TEXAS INSTRUMENTS INC 130,483 130,483
    VISA INC 195,763 195,763
    AIR PRODUCTS & CHEMICALS 88,796 88,796
    AMERICAN TOWER CORP 88,661 88,661
    AMEREN CORP 52,690 52,690
    AMERICAN WATER WORKS CO 43,738 43,738
    TENCENT HOLDINGS LTD 90,539 90,539
    SEA LTD ADR 72,653 72,653
    ALIBABA GROUP HOLDINGS LTD 70,982 70,982
    SAFRAN SA 73,275 73,275
    ASML HOLDING 36,587 36,587
    MATCH GROUP INC 41,577 41,577
    DOLLARAMA INC 41,722 41,722
    ADVANCE AUTO PARTS 40,952 40,952
    BURLINGTON STORES INC 43,155 43,155
    WYNDHAM HOTELS & RESORTS 25,262 25,262
    US FOODS HOLDING CORP 25,482 25,482
    NASDAQ INC. 39,822 39,822
    COOPER COS INC 37,908 37,908
    COOPER COS INC 50,864 50,864
    LAB CORP OF AMER HLDGS NEW 36,639 36,639
    TELEFLEX INC 40,333 40,333
    WEST PHARMACEUTICAL SVC 11,332 11,332
    RENTOKIL INITIAL PLC 30,646 30,646
    DOVER CORP 37,875 37,875
    EQUIFAX INC 41,460 41,460
    IAA INC 44,511 44,511
    IDEX CORP 16,932 16,932
    L3 HARRIS TECHNOLOGIES INC 17,011 17,011
    SMITH A O CORP 29,876 29,876
    VERISK ANALYTICS INC-CL A 24,910 24,910
    NICE LTD ADR 35,442 35,442
    ANSYS INC 40,018 40,018
    ASPEN TECHNOLOGY 14,327 14,327
    CDW CORP/DE 29,652 29,652
    CMC MATERIALS INC 37,825 37,825
    PAYCOM SOFTWARE INC 21,708 21,708
    SS&C TECHNOLOGIES HOLDINGS 29,463 29,463
    SYNOPSYS INC 51,848 51,848
    WEX INC 38,670 38,670
    APTARGROUP INC 30,115 30,115
    ALPHABET INC CLASS C 84,090 84,090
    CHARTER COMMUNICATIONS INC 46,308 46,308
    FACEBOOK INC-A 66,924 66,924
    AMAZON.COM INC 84,680 84,680
    HILTON WORLDWIDE HOLDINGS 25,589 25,589
    HOME DEPOT 17,265 17,265
    NIKE INC CL B 48,099 48,099
    ROSS STORES INC 27,632 27,632
    CONOCOPHILLIPS 21,594 21,594
    PIONEER NATURAL RESOURCES 10,819 10,819
    CHUBB LIMITED 18,470 18,470
    AON PLC 15,845 15,845
    BANK OF AMERICA CORP 42,737 42,737
    BLACKROCK INC 23,810 23,810
    BLACKSTONE GROUP INC 33,053 33,053
    CITIGROUP INC 25,280 25,280
    MORGAN STANLEY GRP INC 46,257 46,257
    S&P GLOBAL INC. 16,436 16,436
    SCHWAB CHARLES CORP NEW 18,033 18,033
    DANAHER CORP 39,985 39,985
    IQVIA HOLDINGS INC 47,480 47,480
    THERMO FISHER SCIENTIFIC 41,920 41,920
    UNITEDHEALTH GROUP INC 40,328 40,328
    ZOETIS INC 33,100 33,100
    CINTAS CORP 21,207 21,207
    FORTIVE CO 22,308 22,308
    UNION PACIFIC CORP 53,096 53,096
    ADOBE INC 35,008 35,008
    AMPHENOL CORP 22,884 22,884
    APPLE INC 103,498 103,498
    FIDELITY NATL INFO SVCS 41,023 41,023
    MICROSOFT CORP 130,115 130,115
    SERVICENOW INC 24,769 24,769
    TEXAS INSTRUMENTS INC 46,777 46,777
    VISA INC 84,211 84,211
    AIR PRODUCTS & CHEMICALS 28,688 28,688
    AMERICAN TOWER CORP 30,302 30,302
    AMEREN CORP 18,344 18,344
    AMERICAN WATER WORKS CO 15,347 15,347
    TENCENT HOLDINGS LTD 31,997 31,997
    SEA LTD ADR 26,871 26,871
    LVMH MOET HENNESSY VUITTON 21,942 21,942
    ALIBABA GROUP HOLDINGS LTD 25,600 25,600
    SAFRAN SA 26,322 26,322
    ASML HOLDING 12,195 12,195
    MATCH GROUP INC 16,933 16,933
    DOLLARAMA INC 17,503 17,503
    ADVANCE AUTO PARTS 18,901 18,901
    BURLINGTON STORES INC 18,308 18,308
    WYNDHAM HOTELS & RESORTS 10,699 10,699
    US FOODS HOLDING CORP 10,992 10,992
    NASDAQ INC. 18,583 18,583
    STERIS PLC 16,110 16,110
    COOPER COS INC 19,982 19,982
    LAB CORP OF AMER HLDGS NEW 15,266 15,266
    TELEFLEX INC 17,285 17,285
    WEST PHARMACEUTICAL SVC 8,499 8,499
    RENTOKIL INITIAL PLC 12,870 12,870
    DOVER CORP 15,781 15,781
    EQUIFAX INC 17,355 17,355
    IAA INC 19,169 19,169
    IDEX CORP 7,968 7,968
    L3 HARRIS TECHNOLOGIES INC 7,560 7,560
    SMITH A O CORP 12,608 12,608
    VERISK ANALYTICS INC-CL A 12,455 12,455
    NICE LTD ADR 14,177 14,177
    ANSYS INC 18,190 18,190
    ASPEN TECHNOLOGY 5,861 5,861
    CDW CORP/DE 12,520 12,520
    CMC MATERIALS INC 15,130 15,130
    PAYCOM SOFTWARE INC 9,045 9,045
    SS&C TECHNOLOGIES HOLDINGS 12,367 12,367
    SYNOPSYS INC 23,331 23,331
    WEX INC 16,282 16,282
    APTARGROUP INC 12,320 12,320

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    12,270,357
    State & Local Government Securities - End of Year Fair Market Value:


    12,270,357


    TY 2020 InvestmentsOtherSchedule2
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PERRITT MICROCAP OPPORTUNITIES (PRCGX) FMV 151,100 151,100
    SOBER GRID INC SAFE EQUITY FMV 100,000 100,000
    INVESCO TREASURY PORTFOLIO INSTITUTIONAL FMV 625,049 625,049
    BESSEMER SWEEP PROGRAM (8M6468) FMV 799,422 799,422
    BESSEMER SWEEP PROGRAM (8M6470) FMV 28,744 28,744
    OW CREDIT INCOME FUND FMV 1,758,014 1,758,014
    OW LARGE CAP STRATEGIES FD FMV 13,221,827 13,221,827
    OW SMALL & MIDCAP STRAT FD FMV 4,436,013 4,436,013
    BESSEMER SWEEP PROGRAM (8M1494) FMV 457,692 457,692
    BESSEMER SWEEP PROGRAM (8M3627) FMV 13,241 13,241
    OW CREDIT INCOME FUND FMV 1,187,457 1,187,457
    OW LARGE CAP STRATEGIES FD FMV 11,732,239 11,732,239
    OW SMALL & MIDCAP STRAT FD FMV 4,080,839 4,080,839
    5TH AVE PRIV EQUITY 12 FMV 542,340 542,340
    5TH AVE PRIV EQUITY 14 T2 FMV 3,483,701 3,483,701
    5TH AVE REAL ASSETS 3 T1 FMV 233,337 233,337
    BESSEMER SWEEP PROGRAM (8M1493) FMV 96,100 96,100
    BESSEMER SWEEP PROGRAM (8M3626) FMV 6,401 6,401
    OW CREDIT INCOME FUND FMV 449,558 449,558
    OW LARGE CAP STRATEGIES FD FMV 3,372,385 3,372,385
    OW SMALL & MIDCAP STRAT FD FMV 1,213,339 1,213,339

    TY 2020 LandEtcSchedule2
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    EQUIPMENT AND FIXTURES 665,715 527,167 138,548  
    REAL PROPERTY 3,869,086 957,216 2,911,870  
    LAND 108,100 0 108,100  


    TY 2020 LegalFeesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL EXPENSES 143,465 175 1,827 200,986
    LEGAL FEES 125 125   0


    TY 2020 OtherAssetsSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INVESTMENT INCOME 191,144 143,595 143,595
    BENEFICIAL INTERESTS IN TRUSTS 283,165 292,349 292,349
    NOTE RECEIVABLE FROM J AULD APTS. LLC 530,000 530,000 530,000


    TY 2020 OtherExpensesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & LICENSES 21,996 175 2,050 19,696
    INSURANCE 212,489 0 0 103,524
    SPONSORSHIPS, PRINT & MEDIA 74,927 0 9,500 64,928
    OFFICE EXPENSE 26,459 0 2,001 25,246
    REPAIRS AND MAINTENANCE 463 0 0 1,098
    WORKER'S COMPENSATION FEES 18,872 0 0 18,453
    ANNUITY PAYMENTS MADE 12,370 0 0 7,105
    SOFTWARE TECH & LICENSES 108,118 0 14,975 93,651
    BANK & CREDIT CARD FEES 606 0 0 632
    PRINT MEDIA MARKETING 98,530 0 6,022 32,512
    COMPUTERS & EQUIPMENT <$5K 22,988 0 558 22,479
    COVID 19 COSTS 14,109 0 0 14,109
    EXPENSES IN EXCESS OF INCOME FROM COLUMN C 0 0 0 11,643
    OTHER EXPENSES 77,046 77,046   0
    OTHER EXPENSES 4,033 4,033   0


    TY 2020 OtherIncomeSchedule2
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME FROM K-1   873  
    ORDINARY INCOME FROM K-1   2,241  
    DEVELOPER FEES 663,926   674,555
    STATE & AGENCY CONTRACTS 781,479   781,479
    SHARED SERVICE AGREEMENTS WITH AFFILIATES 1,015,373   1,015,373
    DISTRIBUTIONS FROM TRUSTS 11,658 11,658 0
    REFUND FROM PRIOR QUALIFIED DISTRIBUTIONS 13,000 0 0
    OTHER TRAILING INCOME 64 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Description Amount
    UNREALIZED GAIN ON PERMENANTLY RESTRICTED ASSETS 9,184
    UNREALIZED GAIN ON SECURITIES 8,661,685


    TY 2020 OtherLiabilitiesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Description Beginning of Year - Book Value End of Year - Book Value
    WORKERS COMPENSATION PAYABLE 82,000 83,000


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 1,343,106 289,551 545,876 526,959


    TY 2020 TaxesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES AND LICENSES 30,576 22 28,802 0
    FOREIGN TAXES 0 726 0 0
    TAXES 12 12   0
    TAXES 7,268 7,268   0