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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$102,630,779J 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) 940,411
2 Check bullet.............
3 Interest on savings and temporary cash investments 13,083 13,083  
4 Dividends and interest from securities... 623,482 659,479  
5a Gross rents............ 243,222 243,222  
b Net rental income or (loss) -212,055
6a Net gain or (loss) from sale of assets not on line 10 6,155,417
b Gross sales price for all assets on line 6a 27,311,702
7 Capital gain net income (from Part IV, line 2)... 6,287,552
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 1,748,762 29,880 1,729,377
12 Total. Add lines 1 through 11........ 9,724,377 7,233,216 1,729,377
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 233,750 0 0 234,190
14 Other employee salaries and wages...... 2,135,311 0 829,635 1,322,638
15 Pension plans, employee benefits....... 846,794 0 182,852 659,897
16a Legal fees (attach schedule)......... Click to see attachment 242,084 125 9,467 211,325
b Accounting fees (attach schedule)....... Click to see attachment 147,578 0 101,291 46,288
c Other professional fees (attach schedule).... Click to see attachment 988,182 323,341 282,080 517,520
17 Interest............... 230 0 230 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 116,676 9,992 21,140 20,207
19 Depreciation (attach schedule) and depletion... 224,078 178,258 0
20 Occupancy.............. 256,273 49,701 4,030 202,541
21 Travel, conferences, and meetings....... 69,150 0 2,482 66,026
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 815,084 217,201 90,271 452,229
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,075,190 778,618 1,523,478 3,732,861
25 Contributions, gifts, grants paid....... 2,096,453 2,133,650
26 Total expenses and disbursements. Add lines 24 and 25 8,171,643 778,618 1,523,478 5,866,511
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,552,734
b Net investment income (if negative, enter -0-) 6,454,598
c Adjusted net income (if negative, enter -0-)... 205,899
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 949,971 1,463,167 1,463,167
2 Savings and temporary cash investments......... 1,628,068 2,696,511 2,696,511
3 Accounts receivable bullet915,215
Less: allowance for doubtful accounts bullet   1,296,714 915,215 915,215
4 Pledges receivable bullet1,500,000
Less: allowance for doubtful accounts bullet   3,134,479 1,500,000 1,500,000
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.......... 602,023 460,177 460,177
10a Investments—U.S. and state government obligations (attach schedule) 12,270,357 Click to see attachment9,488,708 9,488,708
b Investments—corporate stock (attach schedule)....... 15,741,639 Click to see attachment36,201,184 36,201,184
c Investments—corporate bonds (attach schedule)....... 9,265,158 Click to see attachment27,053,706 27,053,706
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 47,988,798 Click to see attachment18,804,327 18,804,327
14 Land, buildings, and equipment: basis bullet4,602,571
Less: accumulated depreciation (attach schedule) bullet1,662,898 3,158,518 Click to see attachment2,939,673 2,939,673
15 Other assets (describe bullet) Click to see attachment965,944 Click to see attachment1,108,111 Click to see attachment1,108,111
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 97,001,669 102,630,779 102,630,779
Liabilities 17 Accounts payable and accrued expenses.......... 725,352 709,951
18 Grants payable................. 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 attachment83,000 Click to see attachment96,000
23 Total liabilities (add lines 17 through 22)......... 1,494,419 805,951
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........... 90,881,570 97,733,920
25 Net assets with donor restrictions............ 4,625,680 4,090,908
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)..... 95,507,250 101,824,828
30 Total liabilities and net assets/fund balances (see instructions). 97,001,669 102,630,779
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
95,507,250
2
Enter amount from Part I, line 27a .....................
2
1,552,734
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,764,844
4
Add lines 1, 2, and 3 ..........................
4
101,824,828
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
101,824,828
Form 990-PF (2021)
Form 990-PF (2021)
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 CAPITAL GAIN/LOSS ON PARTNERSHIP K-1S P    
c CAPITAL GAIN/LOSS ON PARTNERSHIP INVESTMENTS P    
d CAPITAL GAIN DISTRIBUTIONS P    
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 24,178,894   21,156,285 3,022,609
b       457,108
c 324,973   324,973 0
d 2,807,835     2,807,835
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       3,022,609
b       457,108
c       0
d       2,807,835
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 6,287,552
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 89,719
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 89,719
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 88,908
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 88,908
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 9 811
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
     
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
    Yes
     
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
    Yes
     
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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, IMMEDIATE PAST CHAIR
    0.50     		0 0 267
    PO BOX 244
    SPOKANE,WA99210
    TODD KOYAMA DIRECTOR, CHAIR
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    SHARON FAIRCHILD DIRECTOR, BOARD TREASURER
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    LUISITA FRANCIS DIRECTOR, BOARD SECRETARY
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    THOMAS E SMITH PRESIDENT (EFFECTIVE 10/1/2020)
    38.00     		224,834 48,186 1,707
    PO BOX 244
    SPOKANE,WA99210
    DAVID E LUHN CHIEF FINANCIAL OFFICER (THRU 07/2021)
    38.80     		154,134 39,861 1,042
    PO BOX 244
    SPOKANE,WA99210
    LILY ZHANG CHIEF FINANCIAL OFFICER (FROM 08/2021)
    39.50     		96,111 9,327 1,688
    PO BOX 244
    SPOKANE,WA99210
    THOMAS QUIGLEY FORMER DIRECTOR (TERMED OFF MARCH 2021
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    WILLIAM BOUTEN FORMER DIRECTOR (TERMED OFF MARCH 2021
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    DONNA MOULTON DIRECTOR
    0.50     		0 0 159
    PO BOX 244
    SPOKANE,WA99210
    ALISON BOYD-BALL DIRECTOR
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    LUIS MANRIQUEZ DIRECTOR
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    JEFF THOMAS DIRECTOR
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    TAWHNEE COLVIN DIRECTOR
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    JENNY SMITH DIRECTOR
    0.50     		0 0 106
    PO BOX 244
    SPOKANE,WA99210
    KIM PEARMAN-GILLMAN DIRECTOR
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    MONICA SIMEON DIRECTOR
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    OSCAR HARRIS DIRECTOR, VICE CHAIR
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    RHOSETTA RHODES DIRECTOR
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    CICELY WHITE DIRECTOR
    0.50     		0 0 0
    PO BOX 244
    SPOKANE,WA99210
    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
    39.90     		189,162 27,617 824
    PO BOX 244
    SPOKANE,WA99210
    LAURA MARTIN VICE PRESIDENT OF OP
    40.00     		170,849 40,928 898
    PO BOX 244
    SPOKANE,WA99210
    SHEILA K MORLEY LEASED EXEC DIRECTOR
    40.00     		162,807 30,769 900
    PO BOX 244
    SPOKANE,WA99210
    DANNY AUNE SENOR PROGRAM DIRECT
    40.00     		125,030 28,386 5,829
    PO BOX 244
    SPOKANE,WA99210
    JESSICA ARMENTROUT CONTROLLER-FAMILY IM
    40.00     		88,804 35,444 2,336
    PO BOX 244
    SPOKANE,WA99210
    Total number of other employees paid over $50,000...................bullet 15
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    FAEGRE DRINKER BIDDLE & REATH LLP LEGAL SERVICES 176,194
    PO BOX 536777
    PITTSBURGH,PA152535909
    PATRICK DUNN & ASSOCIATES LTD GOVERNMENT RELATIONS CONSULTING 98,940
    13531 NORTHSHIRE ROAD NW
    SEATTLE,WA98177
    MILLIMAN INC PERFORMANCE AUDIT 98,435
    10 W MARKET ST STE 1600
    INDIANAPOLIS,IN462042966
    HALLOCK CONSULTING GOVERNMENT RELATIONS CONSULTING 92,000
    1224 E BLACKHAWK DRIVE
    SPOKANE,WA99208
    FRED HUTCHINSON CANCER RESEARCH CENTER COVID19 CANCER DATA RESEARCH 61,724
    PO BOX 19024
    SEATTLE,WA98109
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-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, AN INCREASING PERCENTAGE 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. 795,604
    2 NATIVE HEALTH - A COMBINATION OF GRANTS AND CONSULTING TARGETING NATIVE COMMUNITIES AND PARTNERS. EFFORTS IN 2021 MOSTLY INCLUDED SUPPORT FOR TRADITIONAL NATIVE HEALING METHODS (INTEGRATED CULTURAL HEALING MODEL OR "ICHM") 432,662
    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 $20.6 MILLION OF GRANTS HAVE BEEN AWARDED THROUGH 06/23/2021 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). 798,792
    4 EQUITABLE ECONOMIES - THIS INITIATIVE IS DESIGNED TO SUPPORT COMMUNITY-BASED ORGANIZATIONS AND SMALL BUSINESSES FROM ACROSS OUR REGION TO DEVELOP THE CAPACITY TO ACCESS AMERICAN RESCUE PLAN ACT (ARPA) DOLLARS. WE ARE INTERESTED IN MAKING INVESTMENTS TO SUPPORT COMMUNITY-IDENTIFIED STRATEGIES THAT SHOW PROMISE IN ATTRACTING ARPA RESOURCES. 379,924
    Part VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    88,111,246
    b
    Average of monthly cash balances.......................
    1b
    3,567,996
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    91,679,242
    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
    91,679,242
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,375,189
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    90,304,053
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,515,203
    Part X
    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 IX, line 6..................
    1
    4,515,203
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    89,719
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    4,635
    c
    Add lines 2a and 2b............................
    2c
    94,354
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,420,849
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,420,849
    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 XII, line 1 ...
    7
    4,420,849
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 4,420,849
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 5,382,506
    b From 2017...... 2,411,402
    c From 2018...... 2,455,028
    d From 2019...... 5,898,819
    e From 2020...... 1,738,704
    f Total of lines 3a through e ........ 17,886,459
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 5,866,511
    a Applied to 2020, 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 attachment978,522
    d Applied to 2021 distributable amount..... 4,420,849
    e Remaining amount distributed out of corpus 467,140
    5 Excess distributions carryover applied to 2021. 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 19,332,121
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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) .......     		978,522
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		4,403,984
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		13,949,615
    10 Analysis of line 9:
    a Excess from 2017.... 2,411,402
    b Excess from 2018.... 2,455,028
    c Excess from 2019.... 5,898,819
    d Excess from 2020.... 1,738,704
    e Excess from 2021.... 1,445,662
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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 (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALLIANCE FOR INTEGRATED MEDICATION MGT
    PO BOX 2046
    FAIRFAX,VA22031     		NONE PC TO PROMOTE IMPROVED HEALTH 218,000
    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 107,000
    FAMILY PROMISE OF SPOKANE
    904 E HARTSON AVENUE
    SPOKANE,WA99202     		NONE PC MATCH EMPLOYEE CONTRIBUTION 39,750
    INNOVIA FOUNDATION
    421 W RIVERSIDE AVE 606
    SPOKANE,WA992010405     		NONE PC TO PROMOTE IMPROVED HEALTH 364,940
    LATINO COMMUNITY FUND OF WASHINGTON
    PO BOX 30669
    SEATTLE,WA98103     		NONE PC MATCH EMPLOYEE CONTRIBUTION 300
    LIFE SERVICES OF SPOKANE
    2659 N ASH
    SPOKANE,WA99205     		NONE PC MATCH EMPLOYEE CONTRIBUTION 200
    NAACP SPOKANE
    25 W MAIN AVE STE 239
    SPOKANE,WA99201     		NONE PC MATCH EMPLOYEE CONTRIBUTION 4,050
    PHILANTHROPY IN ACTION
    1020 W RIVERSIDE AVENUE
    SPOKANE,WA99201     		FOUNDATION IS A SOLE MEMBER OF GRANTEE PC TO PROMOTE IMPROVED HEALTH 185,200
    PLANNED PARENTHOOD OF GREATER WA & N ID
    1117 TIETON DRIVE
    YAKIMA,WA98902     		NONE PC TO PROMOTE IMPROVED HEALTH 4,000
    SPOKANE TRIBE - HEALTH AND HUMAN SERVICES
    PO BOX 100
    WELLPINIT,WA99040     		FOUNDATION DIRECTOR AFFILIAT GOV TO PROMOTE IMPROVED HEALTH 120,000
    TERRAIN PROGRAMS
    304 W PACIFIC AVE 190
    SPOKANE,WA99201     		NONE PC TO PROMOTE IMPROVED HEALTH. 20,000
    UNION GOSPEL MISSION
    1224 E TRENT AVE
    SPOKANE,WA99202     		NONE PC MATCH EMPLOYEE CONTRIBUTION 460
    VOLUNTEERS OF AMERICA OF E WA & N ID
    525 W 2ND AVENUE
    SPOKANE,WA99201     		NONE PC TO PROMOTE IMPROVED HEALTH 51,900
    WOMEN HELPING WOMEN FUND
    1325 W 1ST AVENUE SUITE 318
    SPOKANE,WA99201     		NONE PC MATCH EMPLOYEE CONTRIBUTION 40,000
    YWCA
    930 NORTH MONROE STREET
    SPOKANE,WA99201     		NONE PC MATCH EMPLOYEE CONTRIBUTION 10,000
    AMERICAN INDEPENDENT BUSINESS ALLIANCE
    PO BOX 6601
    CINCINNATI,OH452069998     		NONE PC TO PROMOTE IMPROVED HEALTH 21,053
    ASIAN COUNSELING & REFERRAL SERVICE
    3639 MARTIN LUTHER KING JR WAY S
    SEATTLE,WA981446847     		NONE PC TO PROMOTE IMPROVED HEALTH 4,000
    CARL MAXEY CENTER
    1312 N MONROE STREET NO 148
    SPOKANE,WA99201     		NONE PC TO PROMOTE IMPROVED HEALTH 4,000
    CENTRO DE ORIENTACION FAMILIAR
    10412 E 13TH AVE
    SPOKANE VALLEY,WA992063403     		NONE PC TO PROMOTE IMPROVED HEALTH 12,000
    COMPASSIONATE ADDICTION TREATMENT
    112 E 1ST AVE
    SPOKANE,WA99202     		NONE PC TO PROMOTE IMPROVED HEALTH 10,000
    EASTERN WA UNIVERSITY FOUNDATION
    102 HARGREAVES HALL
    CHENEY,WA99004     		FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC TO PROMOTE IMPROVED HEALTH 12,600
    FEAST COLLECTIVE
    1321 W 3RD AVE
    SPOKANE,WA99201     		NONE PC TO PROMOTE IMPROVED HEALTH 17,000
    FRIENDS OF KSPS
    3911 S REGAL ST
    SPOKANE,WA99223     		FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC MATCH EMPLOYEE CONTRIBUTION 240
    HEALTHY FERRY COUNTY COALITION
    8802 W CAMPUS DR
    SPOKANE,WA99224     		NONE PC TO PROMOTE IMPROVED HEALTH 10,000
    JESUS IS THE ANSWER CHURCH
    1803 E DESNET AVE
    SPOKANE,WA99202     		NONE PC TO PROMOTE IMPROVED HEALTH 12,000
    LAKE ROOSEVELT COMMUNITY HEALTH CENTERS
    PO BOX 290
    INCHELIUM,WA99138     		NONE GOV MATCH EMPLOYEE CONTRIBUTION 10,000
    LATINOS EN SPOKANE
    947 E ERMINA
    SPOKANE,WA99207     		NONE PC TO PROMOTE IMPROVED HEALTH 4,000
    LOS ALTOS COMMUNITY FOUNDATION
    183 HILLVIEW AVE
    LOS ALTOS,CA94022     		NONE PC TO PROMOTE IMPROVED HEALTH 5,000
    MARTIN LUTHER KING JR FAMILY OUTREACH CENTER
    500 S STONE ST
    SPOKANE,WA99202     		NONE PC TO PROMOTE IMPROVED HEALTH 14,000
    NATIVE PROJECT INC
    1803 W MAXWELL AVE
    SPOKANE,WA99201     		NONE PC TO PROMOTE IMPROVED HEALTH 4,150
    NEW DEVELOPED NATIONS
    5523 E COMMERCE AVE
    SPOKANE,WA99212     		NONE PC TO PROMOTE IMPROVED HEALTH 24,000
    NEWPORT HOSP & HEALTH SVCS FOUNDATION
    714 W PINE STREET
    NEWPORT,WA99156     		FOUNDATION DIRECTOR AFFILIAT PC TO PROMOTE IMPROVED HEALTH 10,000
    NORTHEAST TRI COUNTRY HEALTH DISTRICT
    240 E DOMINION AVE
    COLVILLE,WA99114     		NONE GOV TO PROMOTE IMPROVED HEALTH 10,000
    NORTHWEST HARVEST EMM
    PO BOX 12272
    SEATTLE,WA98102     		NONE PC TO PROMOTE IMPROVED HEALTH 8,000
    PACIFIC ISLANDER COMMUNITY ASSOCIATION
    603 S 150TH ST
    BURIEN,WA98148     		NONE PC TO PROMOTE IMPROVED HEALTH 4,000
    PARA LOS NINOS DE HIGHLINE
    15220 6TH AVE SW
    BURIEN,WA98166     		NONE PC MATCH EMPLOYEE CONTRIBUTION 100
    PROJECT ID
    4209 E PACIFIC AVE
    SPOKANE,WA99202     		NONE PC TO PROMOTE IMPROVED HEALTH 20,000
    SALISH SCHOOL OF SPOKANE
    PO BOX 10271
    SPOKANE,WA99209     		NONE PC TO PROMOTE IMPROVED HEALTH 20,400
    SEATTLE FOUNDATION
    1601 FIFTH AVENUE SUITE 1900
    SEATTLE,WA98101     		NONE PC TO PROMOTE IMPROVED HEALTH 100,000
    SPECTRUM
    1414 W 14TH AVE
    SPOKANE,WA99204     		NONE PC TO PROMOTE IMPROVED HEALTH 34,000
    SPOKANE AIDS NETWORK
    1121 S PERRY ST
    SPOKANE,WA99202     		NONE PC TO PROMOTE IMPROVED HEALTH 10,000
    SPOKANE COUNTY HUMAN RIGHTS TASK FORCE
    PO BOX 4552
    SPOKANE,WA992200552     		NONE PC TO PROMOTE IMPROVED HEALTH 500
    SPOKANE TRIBAL NETWORK
    PO BOX 390
    WELLPINIT,WA99040     		FOUNDATION DIRECTOR AFFILIAT PC TO PROMOTE IMPROVED HEALTH 106,500
    SPOKANE TRIBE LANGUAGE AND CULTURE PROGRAM
    PO BOX 100
    WELLPINIT,WA99040     		FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV TO PROMOTE IMPROVED HEALTH 300
    SPOKANE TRIBE OF INDIANS
    6195 FORD - WELLPINIT RD
    WELLPINIT,WA99040     		FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV TO PROMOTE IMPROVED HEALTH 60,000
    THE EMMANUEL FAMILY LIFE CENTERRICHARD ALLEN ENTERPRISES
    631 S RICHARD ALLENT CT
    SPOKANE,WA99202     		NONE PC TO PROMOTE IMPROVED HEALTH 4,000
    VETS PSYCH CORPS INC
    PO BOX 3551
    SPOKANE,WA99202     		NONE PC TO PROMOTE IMPROVED HEALTH 4,375
    WA STATE UNIVERSITY PULLMAN
    220 FRENCH ADMINISTRATION BLDG
    PULLMAN,WA991641025     		FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV TO PROMOTE IMPROVED HEALTH 63,232
    WOMEN'S HEALING AND EMPOWERMENT NETWORK
    PO BOX 9637
    SPOKANE,WA992099637     		NONE PC TO PROMOTE IMPROVED HEALTH 18,000
    WORLD RELIEF CORP - SEATTLE
    23835 PACIFIC HIGHWAY S STE 100
    KENT,WA98032     		NONE PC MATCH EMPLOYEE CONTRIBUTION 400
    WSU HEALTH SCIENCES SPOKANE
    SAC 525A
    SPOKANE,WA99202     		FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV TO PROMOTE IMPROVED HEALTH 250,000
    Total .................................bullet 3a 2,133,650
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 13,083  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -212,055  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		523000 31,049 18 6,124,368  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aDISTRIBUTIONS FROM TRUSTS     		    01 19,385  
    bPPP LOAN FORGIVENESS         400,027
    cCOMPANY MANAGEMENT FEES         12,445
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 31,049 6,568,263 1,729,377
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    8,328,689
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    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
    1 COST REPORT RECOVERY - THE ORGANIZATION, AS A LEGACY OF THE HOSPITAL CONVERSION, FROM TIME TO TIME RECEIVES ADJUSTMENTS ON HOSPITAL COST REPORTS THAT WERE FILED PRE-SALE OCTOBER 1, 2008.
    11 COMPANY MANAGEMENT FEES - INCOME RECEIVED PURSUANT AGREEMENT FOR J AULD APTS LLCCOMPANY IS THE MANAGING GENERAL PARTNER (THROUGH EHF JAM MM LLC) AND IS ENTITLED ANNUALLY TO SUCH FEE.
    11 PPP LOAN FORGIVENESS - PPP FUNDS USED DIRECTLY TO COVER PAYROLL ASSOCIATED WITH THE DIRECT OPERATION OF EHF'S EXEMPT PURPOSE.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 52,636 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 $51,680) AND ALSO REIMBURSED THE ORGANIZATION FOR CERTAIN COSTS PAID BY THE ORGANIZATION ($956).
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    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) (2021)
    Schedule B (Form 990) (2021) 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

    		$ 15,521


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    SEATTLE FOUNDATION
     
    1601 FIFTH AVENUE SUITE 1900
     
    SEATTLE, WA981013615

    		$ 500,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    IRREVOCABLE LIFE INSURANCE TRUST OF ALMA TEMPLETON
     
    W 601 MAIN AVENUE SUITE 1215
     
    SPOKANE, WA992010615

    		$ 423,390


    (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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Schedule B (Form 990) (2021)
    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) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 147,578 0 101,291 46,288

    TY 2021 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 2021 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 2021 InvestmentsCorpBondsSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Name of Bond End of Year Book Value End of Year Fair Market Value
    STARBUCKS CORP 142,968 142,968
    ORACLE CORP SR GLBL NT 166,188 166,188
    JABIL INC 90,278 90,278
    NEXTERA ENERGY CAPITAL 95,375 95,375
    FLORIDA POWER & LIGHT CO 97,511 97,511
    AMERICAN HONDA FINANCE 84,824 84,824
    CIGNA CORP 66,243 66,243
    GOLDMAN SACHS GRP INC FRN 90,096 90,096
    ENTERGY LOUISIANA LLC 47,877 47,877
    SOUTHERN CO 70,227 70,227
    VALERO ENERGY CORP 99,218 99,218
    WEC ENERGY GROUP INC 98,793 98,793
    AIR LEASE CORP 99,898 99,898
    EQUIFAX INC 84,174 84,174
    NOVARTIS CAPITAL CORP 88,210 88,210
    BROADCOM INC 87,963 87,963
    ROSS STORES INC 101,555 101,555
    ABBVIE INC 98,424 98,424
    PAYPAL HOLDINGS INC 98,536 98,536
    PRECISION CASTPARTS CORP 90,331 90,331
    CHEVRON USA INC 91,111 91,111
    HP ENTERPRISE CO 100,939 100,939
    BANK OF AMERICA CORP 98,007 98,007
    HP ENTERPRISE CO 39,951 39,951
    LOWE'S COS INC 94,742 94,742
    AMERICAN EXPRESS CO 65,009 65,009
    COMCAST CORP 98,958 98,958
    MORGAN STANLEY 85,224 85,224
    SOUTHWEST AIRLINES CO 87,898 87,898
    MORGAN STANLEY 49,487 49,487
    KIMBERLY-CLARK CORP 97,289 97,289
    D.R. HORTON INC 59,052 59,052
    ANTHEM INC 96,926 96,926
    MASTERCARD INC 96,780 96,780
    CHARLES SCHWAB CORP 98,781 98,781
    AMAZON.COM INC 93,097 93,097
    CITIGROUP INC 86,019 86,019
    UNION PACIFIC CORP 49,961 49,961
    PUBLIC STORAGE 97,070 97,070
    JPMORGAN CHASE & CO 86,435 86,435
    JPMORGAN CHASE & CO 84,866 84,866
    ROPER TECHNOLOGIES INC 52,557 52,557
    ESTEE LAUDER CO INC 60,309 60,309
    VERIZON COMMUNICATIONS 93,232 93,232
    INVITATION HOMES OP 93,302 93,302
    US BANCORP 93,701 93,701
    BANK OF AMERICA CORP 207,323 207,323
    THERMO FISHER SCIENTIFIC 148,794 148,794
    NORTHROP GRUMMAN CORP 102,573 102,573
    AMPHENOL CORP 102,765 102,765
    MICROSOFT CORP 576,788 576,788
    TEXAS INSTRUMENTS INC 171,507 171,507
    AMERICAN TOWER CORP 164,385 164,385
    AMERICAN WATER WORKS CO 63,268 63,268
    ADVANCE AUTO PARTS 75,562 75,562
    TELEFLEX INC 51,899 51,899
    ORACLE CORP SR GLBL NT 80,571 80,571
    JABIL INC 88,422 88,422
    INTERCONTINENTALEXCHANGE 89,951 89,951
    AMERICAN HONDA FINANCE 80,423 80,423
    CIGNA CORP 42,324 42,324
    GOLDMAN SACHS GRP INC FRN 68,365 68,365
    TOYOTA MOTOR CREDIT CORP 81,114 81,114
    SAN DIEGO G & E 78,634 78,634
    ENTERGY LOUISIANA LLC 89,364 89,364
    HCA INC 87,242 87,242
    VALERO ENERGY CORP 90,226 90,226
    COMCAST CORP 80,289 80,289
    QUALCOMM INC 94,086 94,086
    AIR LEASE CORP 73,730 73,730
    MOODY'S CORPORATION 75,512 75,512
    BROADCOM INC 88,282 88,282
    ROSS STORES INC 93,887 93,887
    ABBVIE INC 80,057 80,057
    VERISK ANALYTICS INC 86,269 86,269
    HP ENTERPRISE CO 34,723 34,723
    PIONEER NATURAL RESOURCE 88,007 88,007
    BANK OF AMERICA CORP 85,397 85,397
    ELECTRONIC ARTS INC 118,904 118,904
    HP ENTERPRISE CO 60,271 60,271
    LOWE'S COS INC 88,990 88,990
    MORGAN STANLEY 49,613 49,613
    SOUTHWEST AIRLINES CO 86,014 86,014
    MORGAN STANLEY 54,503 54,503
    KIMBERLY-CLARK CORP 87,511 87,511
    MASTERCARD INC 79,734 79,734
    CHARLES SCHWAB CORP 76,320 76,320
    AMAZON.COM INC 45,066 45,066
    CITIGROUP INC 147,766 147,766
    UNION PACIFIC CORP 85,103 85,103
    PUBLIC STORAGE 75,093 75,093
    JPMORGAN CHASE & CO 63,575 63,575
    JPMORGAN CHASE & CO 73,793 73,793
    ROPER TECHNOLOGIES INC 88,791 88,791
    ESTEE LAUDER CO INC 83,374 83,374
    VERIZON COMMUNICATIONS 84,933 84,933
    CAPITAL ONE FINANCIAL CO 76,695 76,695
    ALPHABET INC CLASS C 312,507 312,507
    CHARTER COMMUNICATIONS INC 48,897 48,897
    META PLATFORMS INC 196,764 196,764
    APTIV PLC 80,825 80,825
    AMAZON.COM INC 203,394 203,394
    HILTON WORLDWIDE HOLDINGS 89,694 89,694
    HOME DEPOT 43,576 43,576
    MERCADOLIBRE INC 21,574 21,574
    NIKE INC CL B 133,336 133,336
    ROSS STORES INC 61,711 61,711
    CONOCOPHILLIPS 91,307 91,307
    PIONEER NATURAL RESOURCES 42,887 42,887
    AON PLC 36,668 36,668
    BANK OF AMERICA CORP 151,488 151,488
    BLACKSTONE INC 112,569 112,569
    CITIGROUP INC 58,880 58,880
    JPMORGAN CHASE & CO 83,925 83,925
    MSCI INC 61,881 61,881
    S&P GLOBAL INC. 75,508 75,508
    SCHWAB CHARLES CORP NEW 115,637 115,637
    CATALENT INC 49,931 49,931
    DANAHER CORP 110,288 110,288
    IQVIA HOLDINGS INC 167,873 167,873
    THERMO FISHER SCIENTIFIC 110,137 110,137
    UNITEDHEALTH GROUP INC 133,067 133,067
    ZOETIS INC 109,813 109,813
    EATON CORP PLC 94,186 94,186
    CINTAS CORP 62,043 62,043
    NORTHROP GRUMMAN CORP 72,769 72,769
    UNION PACIFIC CORP 82,633 82,633
    ADOBE INC 74,284 74,284
    AMPHENOL CORP 75,825 75,825
    APPLE INC 332,055 332,055
    MICROSOFT CORP 420,400 420,400
    NVIDIA CORP 36,469 36,469
    SERVICENOW INC 58,419 58,419
    TEXAS INSTRUMENTS INC 124,390 124,390
    VISA INC 166,866 166,866
    AIR PRODUCTS & CHEMICALS 53,813 53,813
    VULCAN MATERIALS 83,032 83,032
    AMERICAN TOWER CORP 116,674 116,674
    AMEREN CORP 49,400 49,400
    AMERICAN WATER WORKS CO 45,326 45,326
    SEA LTD ADR 36,912 36,912
    SAFRAN SA 55,481 55,481
    ASML HOLDING 91,247 91,247
    OW LARGE CAP STRATEGIES FD 12,304,670 12,304,670
    MATCH GROUP INC 36,368 36,368
    DOLLARAMA INC 50,265 50,265
    ADVANCE AUTO PARTS 46,971 46,971
    BURLINGTON STORES INC 33,523 33,523
    EXPEDIA GROUP INC 25,300 25,300
    WYNDHAM HOTELS & RESORTS 22,860 22,860
    US FOODS HOLDING CORP 44,756 44,756
    NASDAQ INC. 43,052 43,052
    STERIS PLC 40,162 40,162
    COOPER COS INC 46,502 46,502
    LAB CORP OF AMER HLDGS NEW 27,964 27,964
    TELEFLEX INC 31,534 31,534
    CARLISLE COS 32,255 32,255
    DOVER CORP 33,596 33,596
    EQUIFAX INC 43,918 43,918
    HEICO CORPORATION 12,979 12,979
    IAA INC 27,334 27,334
    LINCOLN ELEC HLDG 28,006 28,006
    SMITH A O CORP 27,472 27,472
    NICE LTD ADR 37,950 37,950
    ANSYS INC 29,682 29,682
    ASPEN TECHNOLOGY 29,679 29,679
    CDW CORP/DE 41,979 41,979
    PAYCOM SOFTWARE INC 27,817 27,817
    SS&C TECHNOLOGIES HOLDINGS 32,382 32,382
    SYNOPSYS INC 39,429 39,429
    WEX INC 21,760 21,760

    TY 2021 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 413,783 413,783
    CHARTER COMMUNICATIONS INC 69,108 69,108
    META PLATFORMS INC 260,671 260,671
    APTIV PLC 112,990 112,990
    AMAZON.COM INC 270,081 270,081
    HILTON WORLDWIDE HOLDINGS 119,332 119,332
    HOME DEPOT 61,006 61,006
    MERCADOLIBRE INC 31,013 31,013
    NIKE INC CL B 180,836 180,836
    ROSS STORES INC 84,567 84,567
    CONOCOPHILLIPS 125,593 125,593
    PIONEER NATURAL RESOURCES 58,201 58,201
    AON PLC 51,696 51,696
    BLACKSTONE INC 157,855 157,855
    CITIGROUP INC 80,318 80,318
    JPMORGAN CHASE & CO 117,179 117,179
    MORGAN STANLEY GRP INC 230,185 230,185
    MSCI INC 80,875 80,875
    S&P GLOBAL INC. 106,184 106,184
    SCHWAB CHARLES CORP NEW 157,267 157,267
    CATALENT INC 67,855 67,855
    DANAHER CORP 149,699 149,699
    IQVIA HOLDINGS INC 229,944 229,944
    UNITEDHEALTH GROUP INC 183,281 183,281
    ZOETIS INC 146,418 146,418
    EATON CORP PLC 126,158 126,158
    CINTAS CORP 88,634 88,634
    UNION PACIFIC CORP 116,391 116,391
    ADOBE INC 104,906 104,906
    APPLE INC 450,139 450,139
    NVIDIA CORP 51,469 51,469
    SERVICENOW INC 75,945 75,945
    VISA INC 238,381 238,381
    AIR PRODUCTS & CHEMICALS 72,413 72,413
    VULCAN MATERIALS 117,282 117,282
    AMEREN CORP 67,647 67,647
    SEA LTD ADR 50,334 50,334
    SAFRAN SA 74,990 74,990
    ASML HOLDING 124,063 124,063
    OW LARGE CAP STRATEGIES FD 14,374,093 14,374,093
    MATCH GROUP INC 60,702 60,702
    DOLLARAMA INC 82,524 82,524
    BURLINGTON STORES INC 55,386 55,386
    EXPEDIA GROUP INC 43,372 43,372
    WYNDHAM HOTELS & RESORTS 38,549 38,549
    US FOODS HOLDING CORP 72,968 72,968
    NASDAQ INC. 70,353 70,353
    STERIS PLC 69,371 69,371
    COOPER COS INC 75,828 75,828
    LAB CORP OF AMER HLDGS NEW 45,560 45,560
    CARLISLE COS 54,586 54,586
    DOVER CORP 55,388 55,388
    EQUIFAX INC 72,319 72,319
    HEICO CORPORATION 20,911 20,911
    IAA INC 45,051 45,051
    LINCOLN ELEC HLDG 47,419 47,419
    SMITH A O CORP 45,929 45,929
    NICE LTD ADR 65,274 65,274
    ANSYS INC 48,134 48,134
    ASPEN TECHNOLOGY 50,226 50,226
    CDW CORP/DE 67,577 67,577
    PAYCOM SOFTWARE INC 48,577 48,577
    SS&C TECHNOLOGIES HOLDINGS 53,696 53,696
    SYNOPSYS INC 65,224 65,224
    WEX INC 35,097 35,097
    JONES LANG LASALLE INC COM 61,948 61,948
    OW SMALL & MIDCAP STRAT FD 4,633,709 4,633,709
    SHELL INTERNATIONAL FIN 103,326 103,326
    OW CREDIT INCOME FUND 1,920,806 1,920,806
    PNC FINANCIAL SERVICES 20,051 20,051
    CAPITAL ONE FIN CO FRN 14,009 14,009
    JABIL INC 25,660 25,660
    ACE INA HLDGS INC 25,388 25,388
    INTERCONTINENTALEXCHANGE 24,978 24,978
    AMERICAN HONDA FINANCE 25,026 25,026
    CIGNA CORP 11,449 11,449
    GOLDMAN SACHS GRP INC FRN 25,081 25,081
    SAN DIEGO G & E 20,729 20,729
    ENTERGY LOUISIANA LLC 24,804 24,804
    SOUTHERN CO 24,698 24,698
    VALERO ENERGY CORP 24,974 24,974
    WEC ENERGY GROUP INC 24,757 24,757
    COMCAST CORP 21,254 21,254
    APPLE INC 26,442 26,442
    AIR LEASE CORP 24,502 24,502
    UNITED PARCEL SERVICE 25,737 25,737
    EQUIFAX INC 20,697 20,697
    GENERAL MOTORS FINL CO 10,656 10,656
    GENERAL MOTORS FINL CO 19,393 19,393
    BROADCOM INC 27,340 27,340
    ROSS STORES INC 21,897 21,897
    XCEL ENERGY INC 21,013 21,013
    CHEVRON USA INC 24,501 24,501
    HP ENTERPRISE CO 9,987 9,987
    DUPONT DE NEMOURS INC 26,519 26,519
    PIONEER NATURAL RESOURCE 24,316 24,316
    BANK OF AMERICA CORP 26,317 26,317
    HP ENTERPRISE CO 15,002 15,002
    VISA INC 21,342 21,342
    MORGAN STANLEY 34,641 34,641
    SOUTHWEST AIRLINES CO 22,891 22,891
    BANK OF AMERICA CORP 24,811 24,811
    CHURCH & DWIGHT CO INC 21,244 21,244
    D.R. HORTON INC 24,195 24,195
    ANTHEM INC 21,951 21,951
    CHARLES SCHWAB CORP 25,299 25,299
    PUBLIC STORAGE 24,957 24,957
    CITIGROUP INC 32,356 32,356
    UNION PACIFIC CORP 21,328 21,328
    LOWE'S COS INC 24,491 24,491
    JPMORGAN CHASE & CO 9,916 9,916
    JPMORGAN CHASE & CO 12,285 12,285
    ROPER TECHNOLOGIES INC 25,897 25,897
    ESTEE LAUDER CO INC 25,917 25,917
    OMNICOM GROUP INC 20,013 20,013
    VERIZON COMMUNICATIONS 23,662 23,662
    BLACKROCK INC 24,809 24,809
    CANADIAN IMPERIAL BANK 26,079 26,079
    MAGNA INTERNATIONAL INC 26,329 26,329
    SUMITOMO MITSUI FINL GRP 25,926 25,926
    SHELL INTERNATIONAL FIN 16,368 16,368
    OW CREDIT INCOME FUND 539,813 539,813
    ALPHABET INC CLASS C 124,424 124,424
    CHARTER COMMUNICATIONS INC 20,211 20,211
    META PLATFORMS INC 75,678 75,678
    APTIV PLC 32,165 32,165
    AMAZON.COM INC 70,021 70,021
    HILTON WORLDWIDE HOLDINGS 34,317 34,317
    HOME DEPOT 19,505 19,505
    MERCADOLIBRE INC 8,090 8,090
    NIKE INC CL B 51,667 51,667
    ROSS STORES INC 23,998 23,998
    CONOCOPHILLIPS 35,729 35,729
    PIONEER NATURAL RESOURCES 16,369 16,369
    AON PLC 15,028 15,028
    BANK OF AMERICA CORP 58,504 58,504
    BLACKSTONE INC 45,286 45,286
    CITIGROUP INC 22,948 22,948
    JPMORGAN CHASE & CO 32,461 32,461
    MORGAN STANLEY GRP INC 66,258 66,258
    MSCI INC 25,120 25,120
    S&P GLOBAL INC. 30,203 30,203
    SCHWAB CHARLES CORP NEW 44,993 44,993
    CATALENT INC 19,204 19,204
    DANAHER CORP 42,771 42,771
    IQVIA HOLDINGS INC 69,124 69,124
    THERMO FISHER SCIENTIFIC 44,037 44,037
    UNITEDHEALTH GROUP INC 52,724 52,724
    ZOETIS INC 42,705 42,705
    EATON CORP PLC 36,292 36,292
    CINTAS CORP 24,374 24,374
    NORTHROP GRUMMAN CORP 29,030 29,030
    UNION PACIFIC CORP 33,506 33,506
    ADOBE INC 30,054 30,054
    AMPHENOL CORP 29,299 29,299
    APPLE INC 126,962 126,962
    MICROSOFT CORP 161,433 161,433
    NVIDIA CORP 14,705 14,705
    SERVICENOW INC 21,420 21,420
    TEXAS INSTRUMENTS INC 49,002 49,002
    VISA INC 67,180 67,180
    AIR PRODUCTS & CHEMICALS 20,993 20,993
    VULCAN MATERIALS 32,174 32,174
    AMERICAN TOWER CORP 46,800 46,800
    AMEREN CORP 19,137 19,137
    AMERICAN WATER WORKS CO 17,941 17,941
    SEA LTD ADR 14,541 14,541
    SAFRAN SA 21,338 21,338
    ASML HOLDING 34,417 34,417
    OW LARGE CAP STRATEGIES FD 4,301,934 4,301,934
    MATCH GROUP INC 16,134 16,134
    DOLLARAMA INC 22,006 22,006
    ADVANCE AUTO PARTS 20,389 20,389
    BURLINGTON STORES INC 15,450 15,450
    DOMINOS PIZZA 14,108 14,108
    EXPEDIA GROUP INC 11,746 11,746
    WYNDHAM HOTELS & RESORTS 10,758 10,758
    US FOODS HOLDING CORP 19,678 19,678
    NASDAQ INC. 18,900 18,900
    STERIS PLC 18,255 18,255
    COOPER COS INC 20,109 20,109
    LAB CORP OF AMER HLDGS NEW 13,511 13,511
    TELEFLEX INC 14,453 14,453
    CARLISLE COS 14,887 14,887
    DOVER CORP 15,436 15,436
    EQUIFAX INC 20,202 20,202
    HEICO CORPORATION 5,768 5,768
    IAA INC 12,401 12,401
    LINCOLN ELEC HLDG 13,249 13,249
    SMITH A O CORP 12,019 12,019
    NICE LTD ADR 16,698 16,698
    ANSYS INC 12,835 12,835
    ASPEN TECHNOLOGY 12,937 12,937
    CDW CORP/DE 18,430 18,430
    PAYCOM SOFTWARE INC 14,116 14,116
    SS&C TECHNOLOGIES HOLDINGS 13,936 13,936
    SYNOPSYS INC 18,425 18,425
    WEX INC 9,827 9,827
    JONES LANG LASALLE INC COM 16,160 16,160

    TY 2021 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:


    9,488,708
    State & Local Government Securities - End of Year Fair Market Value:


    9,488,708


    TY 2021 InvestmentsOtherSchedule2
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BESSEMER SWEEP PROGRAM (8M6468) FMV 1,699,876 1,699,876
    BESSEMER SWEEP PROGRAM (8M6470) FMV 171,391 171,391
    SHELL INTERNATIONAL FIN FMV 84,647 84,647
    OW CREDIT INCOME FUND FMV 84,759 84,759
    BESSEMER SWEEP PROGRAM (8M1493) FMV 331,227 331,227
    BESSEMER SWEEP PROGRAM (8M3626) FMV 5,978 5,978
    OW SMALL & MIDCAP STRAT FD FMV 1,400,709 1,400,709
    BESSEMER SWEEP PROGRAM (8M1494) FMV 1,447,269 1,447,269
    BESSEMER SWEEP PROGRAM (8M3627) FMV 181,388 181,388
    MITSUBISHI UFJ FIN GRP FMV 20,286 20,286
    CANADIAN IMPERIAL BANK FMV 78,814 78,814
    SHELL INTERNATIONAL FIN FMV 93,419 93,419
    OW CREDIT INCOME FUND FMV 1,288,670 1,288,670
    JONES LANG LASALLE INC COM FMV 37,707 37,707
    OW SMALL & MIDCAP STRAT FD FMV 4,383,334 4,383,334
    5TH AVE PRIV EQUITY 12 FMV 601,453 601,453
    5TH AVE PRIV EQUITY 14 T2 FMV 5,572,589 5,572,589
    5TH AVE PRIV EQUITY 16 T1 FMV 129,814 129,814
    5TH AVE REAL ASSETS 3 T1 FMV 281,959 281,959
    PERRITT FUNDS FMV 198,434 198,434
    US BANK WORKCOMP FMV 710,604 710,604

    TY 2021 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 620,152 527,424 92,728  
    REAL PROPERTY 3,874,319 1,135,474 2,738,845  
    LAND 108,100 0 108,100  


    TY 2021 LegalFeesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL EXPENSES 241,959 0 9,467 211,325
    LEGAL FEES 125 125   0


    TY 2021 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 143,595 119,720 119,720
    BENEFICIAL INTERESTS IN TRUSTS 292,349 308,391 308,391
    NOTE RECEIVABLE FROM J AULD APTS. LLC 530,000 530,000 530,000
    NOTE RECEIVABLE FAMILY IMPACT NETWORK   150,000 150,000


    TY 2021 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 13,092 0 4,719 8,118
    INSURANCE 207,566 0 0 113,574
    PROGRAM DIRECT SERVICES & EXPENSES 1,307 0 0 1,307
    SPONSORSHIPS, PRINT & MEDIA 102,467 0 5,500 93,716
    OFFICE EXPENSE 29,505 0 720 30,551
    REPAIRS AND MAINTENANCE 4,624 0 0 4,615
    WORKER'S COMPENSATION FEES 34,091 0 0 20,448
    ANNUITY PAYMENTS MADE 9,271 0 0 7,658
    SOFTWARE TECH & LICENSES 140,128 0 65,541 70,913
    BANK & CREDIT CARD FEES 431 0 15 416
    COMPUTERS & EQUIPMENT <$5K 54,789 0 13,776 40,414
    COVID 19 COSTS 612 0 0 499
    PRINT MEDIA MARKETING 0 0 0 60,000
    OFFICE EXPENSE 15,157 15,157   0
    REPAIRS & MAINTENANCE 35,618 35,618   0
    REPAIRS & MAINTENANCE MAJOR 113,393 113,393   0
    GENERAL BUILDING SUPPLIES 1,002 1,002   0
    BREAKROOM SUPPLIES 658 658   0
    DUES AND LICENSE 559 559   0
    BANK AND CREDIT CARD FEES 15 15   0
    SECURITY AND ALARM MONITORING 11,380 11,380   0
    JANITORIAL 35,659 35,659   0
    INSURANCE 3,545 3,545   0
    DUES AND LICENSE 190 190   0
    BANK AND CREDIT CARD FEES 25 25   0


    TY 2021 OtherIncomeSchedule2
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME - K-1   10,495  
    STATE & AGENCY CONTRACTS 535,159   535,159
    SHARED SERVICE AGREEMENTS WITH AFFILIATES 711,498   711,498
    COST REPORT RECOVERY 70,248   70,248
    DISTRIBUTIONS FROM TRUSTS 19,385 19,385 0
    PPP LOAN FORGIVENESS 400,027   400,027
    COMPANY MANAGEMENT FEES 12,445   12,445


    TY 2021 OtherIncreasesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Description Amount
    UNREALIZED GAIN ON PERMENANTLY RESTRICTED ASSETS 16,042
    UNREALIZED GAIN ON SECURITIES 4,748,802


    TY 2021 OtherLiabilitiesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Description Beginning of Year - Book Value End of Year - Book Value
    WORKERS COMPENSATION PAYABLE 83,000 96,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROFESSIONAL FEES 988,182 323,341 282,080 517,520


    TY 2021 TaxesSchedule
    Name:
    EMPIRE HEALTH FOUNDATION
    EIN:
    26-3375286
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES AND LICENSES 106,684 0 21,140 20,207
    TAXES 12 12   0
    TAXES 9,980 9,980   0