Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
EMPIRE HEALTH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1020 W RIVERSIDE AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SPOKANE, WA992011100
A Employer identification number

26-3375286
B Telephone number (see instructions)

(509) 321-7506
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$80,560,868
J 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)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 17,975 17,975  
4 Dividends and interest from securities... 951,748 937,570  
5a Gross rents............ 201,112 201,112  
b Net rental income or (loss) -106,852
6a Net gain or (loss) from sale of assets not on line 10 641,988
b Gross sales price for all assets on line 6a 18,381,081
7 Capital gain net income (from Part IV, line 2)... 471,083
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)....... 1,450,336 38,663 1,438,902
12 Total. Add lines 1 through 11........ 3,263,159 1,666,403 1,438,902
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 234,917 0 0 222,667
14 Other employee salaries and wages...... 1,722,576 0 167,238 1,575,252
15 Pension plans, employee benefits....... 693,283 0 10,504 681,102
16a Legal fees (attach schedule)......... 96,305 1,169 10,714 103,219
b Accounting fees (attach schedule)....... 49,451 0 1,871 47,580
c Other professional fees (attach schedule).... 1,167,277 332,524 121,494 794,957
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 44,215 9,999 3,858 1,681
19 Depreciation (attach schedule) and depletion... 166,640 136,824 0
20 Occupancy.............. 228,007 58,733 413 168,859
21 Travel, conferences, and meetings....... 205,896 0 3,482 184,576
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,578,360 98,719 1,085,912 387,496
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,186,927 637,968 1,405,486 4,167,389
25 Contributions, gifts, grants paid....... 2,554,071 2,747,574
26 Total expenses and disbursements. Add lines 24 and 25 8,740,998 637,968 1,405,486 6,914,963
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,477,839
b Net investment income (if negative, enter -0-) 1,028,435
c Adjusted net income (if negative, enter -0-)... 33,416
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 1,463,167 3,492,820 3,492,820
2 Savings and temporary cash investments......... 2,696,511 5,150 5,150
3 Accounts receivable right arrow930,005
Less: allowance for doubtful accounts right arrow   915,215 930,005 930,005
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow   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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 460,177 425,700 425,700
10a Investments—U.S. and state government obligations (attach schedule) 9,303,161 Click to see attachment
List of Attached Documents:
// Content
9,710,645
9,710,645
b Investments—corporate stock (attach schedule)....... 12,461,092 Click to see attachment
List of Attached Documents:
// Content
12,603,229
12,603,229
c Investments—corporate bonds (attach schedule)....... 4,616,370 Click to see attachment
List of Attached Documents:
// Content
6,347,759
6,347,759
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 65,167,302 Click to see attachment
List of Attached Documents:
// Content
43,099,554
43,099,554
14 Land, buildings, and equipment: basis right arrow4,707,348
Less: accumulated depreciation (attach schedule) right arrow1,829,538 2,939,720 2,877,810 2,877,810
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,108,064
Click to see attachment
List of Attached Documents:
// Content
1,068,196
Click to see attachment
List of Attached Documents:
// Content
1,068,196
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 102,630,779 80,560,868 80,560,868
Liabilities 17 Accounts payable and accrued expenses.......... 709,951 855,104
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
96,000
Click to see attachment
List of Attached Documents:
// Content
59,000
23 Total liabilities (add lines 17 through 22)......... 805,951 914,104
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 97,733,920 78,053,167
25 Net assets with donor restrictions............ 4,090,908 1,593,597
Foundations that do not follow FASB ASC 958, check here right arrow
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)..... 101,824,828 79,646,764
30 Total liabilities and net assets/fund balances (see instructions). 102,630,779 80,560,868
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
101,824,828
2
Enter amount from Part I, line 27a .....................
2
-5,477,839
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
96,346,989
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
16,700,225
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
79,646,764
Form 990-PF (2022)
Form 990-PF (2022)
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 INVESTMENTS P    
c CAPITAL GAIN DISTRIBUTIONS P    
d CAPITAL GAIN/LOSS ON PARTNERSHIP K-1S 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 17,866,797   17,739,093 127,704
b 509,029   509,029 0
c 5,255     5,255
d       338,124
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       127,704
b       0
c       5,255
d       338,124
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 2 471,083
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 14,295
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 14,295
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 14,295
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 17,500
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 17,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 6
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 3,199
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow3,199 Refundedright arrow 11 0
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
List of Attached Documents:
// Content
....................
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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
Yes
 
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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowWA
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowEMPIREHEALTHFOUNDATION.ORG
14
The books are in care ofright arrowLILY ZHANG Telephone no.right arrow (509) 315-1260

Located atright arrow1020 W RIVERSIDE AVESPOKANEWA ZIP+4right arrow99201
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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)
Yes
 
(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
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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)
 
No
(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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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
TODD KOYAMA DIRECTOR, CHAIR
0.50
0 0 0
PO BOX 244
SPOKANE,WA99210
SHARON FAIRCHILD DIRECTOR, VICE CHAIR
0.50
0 0 1,013
PO BOX 244
SPOKANE,WA99210
JENNY SMITH DIRECTOR, SECRETARY
0.50
0 0 802
PO BOX 244
SPOKANE,WA99210
LUISITA FRANCIS DIRECTOR (TERMED OFF 2022)
0.50
0 0 0
PO BOX 244
SPOKANE,WA99210
MONICA SIMEON DIRECTOR, TREASURER
0.50
0 0 449
PO BOX 244
SPOKANE,WA99210
THOMAS E SMITH PRESIDENT
38.00
234,917 53,882 1,121
PO BOX 244
SPOKANE,WA99210
LILY ZHANG CHIEF FINANCIAL OFFICER
39.40
176,394 31,789 3,560
PO BOX 244
SPOKANE,WA99210
ALISON BOYD-BALL DIRECTOR (TERMED OFF 2022)
0.50
300 0 0
PO BOX 244
SPOKANE,WA99210
TAWHNEE COLVIN DIRECTOR
0.50
0 0 0
PO BOX 244
SPOKANE,WA99210
KIM PEARMAN-GILLMAN DIRECTOR
0.50
0 0 212
PO BOX 244
SPOKANE,WA99210
OSCAR HARRIS DIRECTOR
0.50
0 0 149
PO BOX 244
SPOKANE,WA99210
DONNA MOULTON DIRECTOR
0.50
0 0 300
PO BOX 244
SPOKANE,WA99210
MARGO HILL DIRECTOR
0.50
0 0 0
PO BOX 244
SPOKANE,WA99210
REUBEN MAYES DIRECTOR
0.50
0 0 0
PO BOX 244
SPOKANE,WA99210
LUIS MANRIQUEZ DIRECTOR
0.50
0 0 0
PO BOX 244
SPOKANE,WA99210
MARY SELECKY DIRECTOR (TERMED OFF 2022)
0.50
0 0 99
PO BOX 244
SPOKANE,WA99210
JEFF THOMAS DIRECTOR
0.50
0 0 354
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
SHELLY WYNECOOP 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
LAURA MARTIN VICE PRESIDENT OF OP
40.00
170,645 47,633 1,144
PO BOX 244
SPOKANE,WA99210
DAVID E LUHN CONTROLLER
39.40
160,615 41,382 1,106
PO BOX 244
SPOKANE,WA99210
SHIVON BRITE SR. VICE PRESIDENT O
40.00
177,611 22,210 263
PO BOX 244
SPOKANE,WA99210
DANNY AUNE SENOR PROGRAM DIRECT
39.90
132,267 29,342 12,503
PO BOX 244
SPOKANE,WA99210
JERI RATHBUN PROGRAM OFFICER
39.80
93,128 34,731 1,937
PO BOX 244
SPOKANE,WA99210
Total number of other employees paid over $50,000...................right arrow 11
Form 990-PF (2022)
Form 990-PF (2022)
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
JEWELS HELPING HANDS HOMELESS SERVICES 708,510
5128 N JEFFERSON ST
SPOKANE,WA99205
BESSEMER TRUST INVESTMENT MANAGEMENT 226,093
101 CALIFORNIA ST STE 2500
SAN FRANCISCO,CA941115828
REVIVE COUNSELING SPOKANE PLLC HOMELESS SERVICES 197,318
901 N MONROE ST STE 200
SPOKANE,WA99201
WITHERSPOON KELLEY LEGAL SERVICES 105,574
422 W RIVERSIDE AVE STE 1100
SPOKANE,WA992010300
COMPASSIONATE ADDICTION TREATMENT HOMELESS SERVICES 87,451
168 S DIVISION ST
SPOKANE,WA99202
Total number of others receiving over $50,000 for professional services.............right arrow10
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 IMPROVING QUALITY OF LIFE FOR OLDER ADULTS AND ELDERS. THE PURPOSE OF THE PROJECT IS TO IMPROVE THE QUALITY OF LIFE FOR OLDER ADULTS IN RURAL EASTERN WASHINGTON BY PROMOTING HEALTHY, ACTIVE AGING THROUGH COMMUNITY LED CARE COORDINATION AND COMPREHENSIVE MEDICATION MANAGEMENT. THE PARTNERS FOCUSED ON REBUILDING AND RESHAPING THE PROGRAMS OVER THE PAST YEAR. PATIENT ACTIVATION MEASURE SCORES AND THE OCCURRENCE OF HOME VISITS ARE INCREASING POST-PANDEMIC. MEDICATION MANAGEMENT PARTNERS HAVE BEEN UTILIZING THE CANTRIL'S LADDER ASSESSMENT SINCE PROGRAM LAUNCH. WE NOW ANTICIPATE SERVING AROUND 500 CLIENTS OVER THE COURSE OF THE 3-YEAR GRANT TERM. IN ADDITION TO HEALTH COACHING, PARTNERS HAVE ALSO SUPPORTED SOCIAL AND CULTURAL ENGAGEMENT OPPORTUNITIES FOR THE OLDER ADULTS. SOCIAL AND CULTURAL ENGAGEMENT IS AN IMPORTANT FACTOR OF WELLNESS AND QUALITY OF LIFE FOR OLDER ADULTS, ESPECIALLY COMING OUT OF THE ISOLATION CAUSED BY COVID. 1,400,996
2 HOMELESSNESS: A CONTRACT WITH THE WASHINGTON DEPARTMENT OF COMMERCE. GOAL: ACHIEVE HOUSING STABILITY FOR INDIVIDUALS AND FAMILIES RELOCATED FROM A STATE OF WASHINGTON RIGHT OF WAY WITHIN THE CITY OF SPOKANE. AT ONE POINT, CAMP HOPE WAS THE LARGEST SUCH HOMELESS CAMP IN THE STATE. SINCE THE CONTRACT WAS INITIATED IN AUGUST OF 2022 (AND THROUGH JUNE 2023), CAMP HOPE HAS BEEN OFFICIALLY CLOSED/SITE REMEDIATED (AHEAD OF SCHEDULE) AND 200+ PEOPLE EXPERIENCING CHRONIC (I.E., MULTIPLE YEARS OF) HOMELESSNESS HAVE BEEN MOVED TO MORE STABILIZED HOUSING ENVIRONMENTS. THIS EFFORT CREATED A DELIVERY SYSTEM ROOTED IN PEER NAVIGATION, MEANING THOSE WITH LIVED EXPERIENCE ARE GUIDING AND SUPPORTING THOSE WHO ARE NOW FORMER RESIDENTS OF THE CAMP. THIS CONTRACT WILL CONTINUE IN PLACE FOR FISCAL 23/24, FOCUSING ON SUSTAINABILITY IN MORE PERMANENT HOUSING OPTIONS AND RELATED SUPPORTIVE SERVICES FOR THE FORMER RESIDENTS. 1,204,500
3 REDUCING DISPROPORTIONATE FOSTER PLACEMENTS--2022 WAS THE FINAL YEAR OF THIS EXTERNALLY FUNDED 4-YEAR EFFORT. THE INITIATIVE'S PURPOSE WAS 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 AND SERVICES. WHILE EFFORTS WERE HAMPERED IN THE EARLY PART OF THIS EFFORT BY COVID RESTRICTIONS, ULTIMATELY, IN CONJUNCTION WITH A COMPLIMENTARY EFFORT KNOWN AS UPFRONT ASSESSMENT, THE PARTICIPATING PARTIES WERE ABLE TO REFER 80 FAMILIES IN THE TARGET POPULATION FOR SERVICES, WITH 41 FAMILIES REMAINING TOGETHER AND ANOTHER 3 FAMILIES REUNITED. THIS WORK ALSO HELPED TO SET A PRECEDENT FOR UTILIZATION OF THE TRIBAL FQHC AFFILIATED AGREEMENT BETWEEN A TRIBE AND A NON-TRIBAL BEHAVIORAL HEALTH SERVICE PROVIDER, ULTIMATELY OFFERING INCREASED FAMILIES SERVICES TO TRIBAL MEMBERS IN A SUSTAINABLE MANNER. 461,651
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 AND OTHER SUSTAINABLE SOURCES OF FUNDING. WE ARE INTERESTED IN MAKING INVESTMENTS TO SUPPORT COMMUNITY-IDENTIFIED STRATEGIES THAT SHOW PROMISE IN ATTRACTING ARPA AND OTHER RESOURCES. 2022 ACTIVITY INCLUDED MAKING $234,000 OF GRANTS TO 18 DIFFERENT MINORITY-LED ORGANIZATIONS OR ORGANIZATIONS WITH SIGNIFICANT TRACK RECORDS OF ASSISTING MARGINALIZED COMMUNITIES, TOGETHER WITH $214,000 OF CONSULTING PAID TO COMMUNITY THOUGHT PARTNERS/CONTENT EXPERTS. 450,028
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
77,786,482
b
Average of monthly cash balances.......................
1b
3,794,275
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
81,580,757
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
81,580,757
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,223,711
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
80,357,046
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,017,852
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
4,017,852
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,295
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
4,814
c
Add lines 2a and 2b............................
2c
19,109
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,998,743
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,998,743
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
3,998,743
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
6,914,963
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
6,914,963
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 3,998,743
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 2,411,402
b From 2018...... 2,455,028
c From 2019...... 5,898,819
d From 2020...... 1,738,704
e From 2021...... 1,445,662
f Total of lines 3a through e ........ 13,949,615
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 6,914,963
a Applied to 2021, 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 attachment
List of Attached Documents:
// Content
2,231,516
d Applied to 2022 distributable amount..... 3,998,743
e Remaining amount distributed out of corpus 684,704
5 Excess distributions carryover applied to 2022. 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 16,865,835
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
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) .......
2,231,516
8 Excess distributions carryover from 2017 not
applied on line 5 or line 7 (see instructions) ...
179,886
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
14,454,433
10 Analysis of line 9:
a Excess from 2018.... 2,455,028
b Excess from 2019.... 5,898,819
c Excess from 2020.... 1,738,704
d Excess from 2021.... 1,445,662
e Excess from 2022.... 2,916,220
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

AGING & LONG-TERM CARE OF EASTERN WA

1222 N POST STREET
SPOKANE,WA99201
N/A GOV RURAL AGING 266,000

ALLIANCE FOR INTEGRATED MEDICATION MGT

PO BOX 2046
FAIRFAX,VA22031
N/A PC RURAL AGING 308,000

AMERICAN INDEPENDENT BUSINESS ALLIANCE

PO BOX 6601
CINCINNATI,OH452069998
N/A PC EQUITABLE ECONOMIES 21,053

AMERICAN INDIAN COMMUNITY CENTER

1025 WEST INDIANA AVENUE
SPOKANE,WA99205
FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC INCARCERATION REMEDIATION 86,000

ASIAN COUNSELING & REFERRAL SERVICE

3639 MARTIN LUTHER KING JR WAY S
SEATTLE,WA981446847
N/A PC EQUITABLE ECONOMIES, C 33,825

CATHOLIC CHARITIES SPOKANE

12 E 5TH AVE
SPOKANE,WA99202
N/A PC FAMILY PRESERVATION 5,000

COMPASSIONATE ADDICTION TREATMENT

168 S DIVISION ST
SPOKANE,WA99202
N/A PC EQUITABLE ECONOMIES 16,000

CONFEDERATED TRIBES OF THE COLVILLE RESERVATION

POBOX 150
NESPELEM,WA99155
FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV FAMILY PRESERVATION 75,000

EASTERN WA UNIVERSITY FOUNDATION

102 HARGREAVES HALL
CHENEY,WA99004
FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC NATIVE HEALTH CAPACITY BUILDING 12,600

FAMILY IMPACT NETWORK

PO BOX 183
SPOKANE,WA99210
FOUNDATION IS A MEMBER PC FAMILY PRESERVATION 60,000

FAMILY PROMISE OF SPOKANE

2002 E MISSION
SPOKANE,WA99202
N/A PC FAMILY PRESERVATION 5,000

FRIENDS OF KSPS

3911 S REGAL ST
SPOKANE,WA99223
FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC MATCH EMPLOYEE CONTRIBUTION 240

HBPA FOUNDATION

PO BOX 3661
SPOKANE,WA992203661
N/A PC EQUITABLE ECONOMIES 26,000

INNOVIA FOUNDATION

818 W RIVERSIDE AVE STE 650
SPOKANE,WA992010405
FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC MEMORIAL GIFT 10,000

JESUS IS THE ANSWER CHURCH

1803 E DESNET AVE
SPOKANE,WA99202
N/A PC TO PROMOTE IMPROVED HEALTH 23,825

KALISPEL TRIBE OF INDIANS

PO BOX 39
USK,WA99180
FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV RURAL AGING 293,666

LATINOS EN SPOKANE

1502 N MONROE ST
SPOKANE,WA99207
N/A PC TO PROMOTE IMPROVED HEALTH 211,328

LIFE SERVICES OF SPOKANE

2659 N ASH
SPOKANE,WA99205
N/A PC MATCH EMPLOYEE CONTRIBUTION 200

MARTIN LUTHER KING JR FAMILY OUTREACH CENTER

500 S STONE ST
SPOKANE,WA99202
N/A PC FAMILY PRESERVATION 5,000

NATIVE PROJECT INC

1803 W MAXWELL AVE
SPOKANE,WA99201
N/A PC COVID RELIEF 10,000

NEW DEVELOPED NATIONS

5523 E COMMERCE AVE
SPOKANE,WA99212
N/A PC HEALING FAMILIES 42,000

PACIFIC ISLANDER COMMUNITY ASSOCIATION

33710 9TH AVE S STE 1
FEDERAL WAY,WA98003
N/A PC FAMILY PRESERVATION 5,000

PROJECT ID

PO BOX 18703
SPOKANE,WA99228
N/A PC EQUITABLE ECONOMIES 3,825

RURAL RESOURCES COMMUNITY ACTION

956 S MAIN STREET SUITE A
COLVILLE,WA99114
FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC GENERAL PROGRAMS 300

SPECTRUM

1320 W KNOX AVE
SPOKANE,WA99205
N/A PC HEALING FAMILIES, FAMILY PRESERVATION 47,000

SPOKANE TRIBAL NETWORK

PO BOX 390
WELLPINIT,WA99040
N/A PC EQUITABLE ECONOMIES 3,825

SPOKANE TRIBE - HEALTH AND HUMAN SERVICES

PO BOX 540
WELLPINIT,WA99040
FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV FAMILY PRESERVATION 75,000

TERRAIN PROGRAMS

304 W PACIFIC AVE 190
SPOKANE,WA99201
N/A PC TO PROMOTE IMPROVED HEALTH. 31,000

UNION GOSPEL MISSION

1224 E TRENT AVE
SPOKANE,WA99202
N/A PC MATCH EMPLOYEE CONTRIBUTION 560

VANESSA BEHAN CRISIS NURSERY

2230 E SPRAGUE AVE
SPOKANE,WA992022431
N/A PC MATCH EMPLOYEE CONTRIBUTION 30

VOLUNTEERS OF AMERICA OF E WA & N ID

525 W 2ND AVENUE
SPOKANE,WA99201
N/A PC CAPACITY BUILDING 8,000

WOMEN'S HEALING AND EMPOWERMENT NETWORK

PO BOX 9637
SPOKANE,WA992099637
N/A PC EQUITABLE ECONOMIES 7,500

WSU HEALTH SCIENCES SPOKANE

412 E SPOKANE FALLS BLVD
SPOKANE,WA99202
FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE GOV NATIVE WORKFORCE EDUCATION 250,000

AMERICAN INDIAN COMMUNITY CENTER

1025 WEST INDIANA AVENUE
SPOKANE,WA99205
FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC HEALING FAMILIES 42,000

AMERICAN INDIAN COMMUNITY CENTER

1025 WEST INDIANA AVENUE
SPOKANE,WA99205
FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC FAMILY PRESERVATION 5,000

NATIONAL FOREST FOUNDATION

FORT MISSOULA ROAD
MISSOULA,MT59804
N/A PC MEMORIAL GIFT 106

COLUMBIA BASIN HEALTH ASSOCIATION

1515 E COLUMBIA STREET
OTHELLO,WA993441846
N/A PC COVID RELIEF 10,000

COMMUNITY PARTNERSHIPS FOR MENTAL HEALTH

PO BOX 1056
KETTLE FALLS,WA99141
N/A PC EQUITABLE ECONOMIES 20,000

COMMUNITY-MINDED ENTERPRISES

PO BOX 48150
SPOKANE,WA99228
N/A PC HEALING FAMILIES 42,000

COMMUNITY-MINDED ENTERPRISES

PO BOX 48150
SPOKANE,WA99228
N/A PC FAMILY PRESERVATION 5,000

HEALTH AND JUSTICE RECOVERY ALLIANCE

PO BOX 9895
SPOKANE,WA99209
N/A PC HEALING FAMILIES, HOMELESSNESS, EQUITABLE ECONOMIES 233,450

JEWELS HELPING HANDS

5128 N JEFFERSON ST
SPOKANE,WA99205
N/A PC HOMELESSNESS 28,317

THE LANDS COUNCIL

25 W MAIN AVE STE 222
SPOKANE,WA99201
N/A PC GENERAL PROGRAMS 2,759

LINCOLN COUNTY HEALTH DEPT

90 NICHOLS
DAVENPORT,WA99122
N/A GOV COVID RELIEF 10,000

LUMEN HIGH SCHOOL

718 W RIVERSIDE AVE
SPOKANE,WA99201
N/A PC HEALING FAMILIES 250

LUMEN HIGH SCHOOL

718 W RIVERSIDE AVE
SPOKANE,WA99201
N/A PC FAMILY PRESERVATION 5,000

MHA SPEAKOUT SPEAKUP

418 E PACIFIC AVE STE 102
SPOKANE,WA99202
N/A PC FAMILY PRESERVATION 5,000

MUJERES IN ACTION (MIA)

318 E ROWAN STE 208
SPOKANE,WA99207
N/A PC MATCH EMPLOYEE CONTRIBUTION, EQUITABLE ECONOMIES, CAPACITY BUILDING 44,075

NORTH CENTRAL SENIOR ALL-NIGHTER

1600 N HOWARD ST
SPOKANE,WA99208
N/A PC MATCH EMPLOYEE CONTRIBUTIONS 400

NORTHEAST COMMUNITY CENTER ASSOCIATION

4001 N COOK STREET
SPOKANE,WA99207
N/A PC FAMILY PRESERVATION 5,000

NORTHEAST YOUTH AND FAMILY SERVICES

19 E QUEEN AVE
SPOKANE,WA99207
N/A PC GENERAL PROGRAMS 30,000

RAZE DEVELOPMENT INC

2015 N MONROE ST
SPOKANE,WA99205
N/A PC HEALING FAMILIES 18,286

RAZE DEVELOPMENT INC

2015 N MONROE ST
SPOKANE,WA99205
N/A PC EQUITABLE ECONOMIES, CAPACITY BUILDING, FAMILY PRESERVATION 29,000

SHADLE PARK PRESBYTERIAN CHURCH

508 N ALBERTA ST
SPOKANE,WA99205
N/A PC EQUITABLE ECONOMIES 3,825

SPOKANE PUBLIC RADIO

1229 N MONROE ST
SPOKANE,WA99201
N/A PC MATCH EMPLOYEE CONTRIBUTION 50

SPOKANIMAL

710 N NAPA ST
SPOKANE,WA99202
N/A PC MEMORIAL GIFT 250

TAKE UP THE CAUSE

3003 E NORA AVENUE
SPOKANE,WA99207
N/A PC CAPITAL LEVERAGE FUND 150,000

VETS GARAGE

PO BOX 3551
SPOKANE,WA99202
N/A PC EQUITABLE ECONOMIES 3,825

WORD OF FAITH CHRISTIAN CENTER

BOX 15247
SPOKANE VALLEY,WA99215
N/A PC EQUITABLE ECONOMIES 20,000

WSU COLLEGE OF PHARMACY

PO BOX 641025
PULLMAN,WA991641025
FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC RURAL AGING 79,204

Y E S OF PEND OREILLE COUNTY

229 NORTH CALISPEL AVE
NEWPORT,WA99156
N/A PC EQUITABLE ECONOMIES 12,000
Total .................................right arrow 3a 2,747,574
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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
aSTATE & AGENCY CONTRACTS         1,228,227
bSHARED SERVICE AGREEMENTS WITH AFFILIATES         200,111
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 17,975  
4 Dividends and interest from securities ....     14 951,748  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -106,852  
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 35,699 18 606,289  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aDISTRIBUTIONS FROM TRUSTS
    01 11,434  
bCOMPANY MANAGEMENT FEES         10,564
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 35,699 1,480,594 1,438,902
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,955,195
(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 DEPARTMENT OF COMMERCE CONTRACT FOR HOUSING/HOMELESS SERVICES
1 SHARED SERVICE AGREEMENTS - OPERATIONAL SUPPORT FOR AFFILIATED ENTITIES THAT SUPPORT EHF'S MISSION
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.
Form 990-PF (2022)
Form 990-PF (2022)
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 67,886 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 $64,385) AND ALSO REIMBURSED THE ORGANIZATION FOR CERTAIN COSTS PAID BY THE ORGANIZATION ($3,501).
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.
right arrow right arrow
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 Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 49,451 0 1,871 47,580

TY 2022 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 2022 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 2022 InvestmentsCorpBondsSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Name of Bond End of Year Book Value End of Year Fair Market Value
AMERICAN HONDA FINANCE 78,687 78,687
SAN DIEGO G & E 75,113 75,113
PUB SVC NEW HAMP 69,499 69,499
ENTERGY LOUISIANA LLC 52,018 52,018
HCA INC 80,739 80,739
VALERO ENERGY CORP 86,005 86,005
ENERGY TRANSFER LP 68,563 68,563
ROSS STORES INC 85,183 85,183
ABBVIE INC 73,050 73,050
JOHN DEERE CAPITAL CORP 68,154 68,154
VERISK ANALYTICS INC 77,975 77,975
AMERICAN EXPRESS CO 69,736 69,736
TOYOTA MOTOR CREDIT CORP 44,376 44,376
HP ENTERPRISE CO 31,011 31,011
TOYOTA MOTOR CREDIT CORP 29,669 29,669
PIONEER NATURAL RESOURCE 80,669 80,669
ELECTRONIC ARTS INC 106,302 106,302
CIGNA CORP 41,169 41,169
HP ENTERPRISE CO 54,191 54,191
BANK OF AMERICA CORP 72,235 72,235
LOWE'S COS INC 79,771 79,771
MORGAN STANLEY 44,019 44,019
MORGAN STANLEY 48,136 48,136
COMCAST CORP 73,141 73,141
AIR LEASE CORP 70,318 70,318
MASTERCARD INC 69,239 69,239
CHARLES SCHWAB CORP 66,248 66,248
AMAZON.COM INC 38,826 38,826
CITIGROUP INC 126,148 126,148
UNION PACIFIC CORP 27,268 27,268
PUBLIC STORAGE 64,101 64,101
JPMORGAN CHASE & CO 53,556 53,556
JPMORGAN CHASE & CO 61,742 61,742
ROPER TECHNOLOGIES INC 24,526 24,526
T-MOBILE USA INC 69,262 69,262
MOODY'S CORPORATION 66,646 66,646
BANK OF NY MELLON CORP 65,612 65,612
ENBRIDGE INC 73,033 73,033
BANK OF MONTREAL 72,994 72,994
CANADIAN IMPERIAL BANK 73,764 73,764
AMERICAN HONDA FINANCE 24,484 24,484
SAN DIEGO G & E 19,790 19,790
PUB SVC NEW HAMP 24,675 24,675
ENTERGY LOUISIANA LLC 14,438 14,438
SOUTHERN CO 23,681 23,681
VALERO ENERGY CORP 23,802 23,802
WEC ENERGY GROUP INC 23,689 23,689
APPLE INC 24,573 24,573
ENERGY TRANSFER LP 24,362 24,362
UNITED PARCEL SERVICE 23,961 23,961
EQUIFAX INC 19,077 19,077
GENERAL MOTORS FINL CO 9,708 9,708
GENERAL MOTORS FINL CO 17,530 17,530
ROSS STORES INC 19,849 19,849
XCEL ENERGY INC 19,192 19,192
AMERICAN EXPRESS CO 24,499 24,499
CHEVRON USA INC 22,618 22,618
TOYOTA MOTOR CREDIT CORP 20,308 20,308
DUPONT DE NEMOURS INC 23,617 23,617
PIONEER NATURAL RESOURCE 22,278 22,278
CIGNA CORP 11,587 11,587
HP ENTERPRISE CO 13,482 13,482
MORGAN STANLEY 30,725 30,725
BANK OF AMERICA CORP 21,913 21,913
CHURCH & DWIGHT CO INC 18,685 18,685
COMCAST CORP 20,442 20,442
AIR LEASE CORP 25,008 25,008
CHARLES SCHWAB CORP 21,942 21,942
PUBLIC STORAGE 21,472 21,472
CITIGROUP INC 27,552 27,552
UNION PACIFIC CORP 9,616 9,616
LOWE'S COS INC 20,999 20,999
JPMORGAN CHASE & CO 8,351 8,351
JPMORGAN CHASE & CO 10,245 10,245
OMNICOM GROUP INC 8,256 8,256
T-MOBILE USA INC 19,558 19,558
BLACKROCK INC 20,088 20,088
AMAZON.COM INC 22,931 22,931
BANK OF MONTREAL 24,162 24,162
CANADIAN IMPERIAL BANK 24,396 24,396
MAGNA INTERNATIONAL INC 24,444 24,444
SUMITOMO MITSUI FINL GRP 22,897 22,897
FLORIDA POWER & LIGHT CO 64,399 64,399
AMERICAN HONDA FINANCE 88,143 88,143
PUB SVC NEW HAMP 78,961 78,961
CIGNA CORP 46,347 46,347
ENTERGY LOUISIANA LLC 57,752 57,752
SOUTHERN CO 94,727 94,727
VALERO ENERGY CORP 95,208 95,208
WEC ENERGY GROUP INC 80,543 80,543
AIR LEASE CORP 85,027 85,027
ENERGY TRANSFER LP 77,959 77,959
DTE ENERGY CO 83,642 83,642
TOYOTA MOTOR CREDIT CORP 79,616 79,616
EQUIFAX INC 81,080 81,080
ROSS STORES INC 89,320 89,320
ABBVIE INC 82,390 82,390
CHEVRON USA INC 90,474 90,474
NATIONAL RURAL UTIL COOP 81,053 81,053
HP ENTERPRISE CO 35,641 35,641
BANK OF AMERICA CORP 81,155 81,155
HP ENTERPRISE CO 58,422 58,422
LOWE'S COS INC 88,654 88,654
DUKE ENERGY CORP 78,527 78,527
AMERICAN EXPRESS CO 78,399 78,399
COMCAST CORP 77,352 77,352
MORGAN STANLEY 43,893 43,893
MORGAN STANLEY 52,107 52,107
D.R. HORTON INC 45,828 45,828
MASTERCARD INC 80,708 80,708
CHARLES SCHWAB CORP 74,604 74,604
AMAZON.COM INC 43,027 43,027
CITIGROUP INC 82,658 82,658
UNION PACIFIC CORP 27,889 27,889
PUBLIC STORAGE 72,409 72,409
JPMORGAN CHASE & CO 44,260 44,260
JPMORGAN CHASE & CO 50,297 50,297
ROPER TECHNOLOGIES INC 26,018 26,018
PAYPAL HOLDINGS INC 82,720 82,720
T-MOBILE USA INC 75,788 75,788
BANK OF NY MELLON CORP 74,814 74,814
US BANCORP 64,882 64,882
BANK OF MONTREAL 83,490 83,490

TY 2022 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 146,404 146,404
META PLATFORMS INC 31,288 31,288
TAKE-2 INTERACTIVE 54,147 54,147
APTIV PLC 27,007 27,007
AMAZON.COM INC 94,080 94,080
DOLLAR GENERAL CORP 46,151 46,151
HILTON WORLDWIDE HOLDINGS 50,544 50,544
MERCADOLIBRE INC 31,310 31,310
CONSUMER STAPLES INDEX FD 31,683 31,683
COSTCO WHSL CORP NEW 19,173 19,173
WALMART INC 58,363 58,363
SCHLUMBERGER LTD 76,429 76,429
CONOCOPHILLIPS 93,773 93,773
PIONEER NATURAL RESOURCES 42,252 42,252
BROOKFIELD ASSET MANAGEMEN 18,089 18,089
AON PLC 48,922 48,922
BANK OF AMERICA CORP 111,117 111,117
BLACKSTONE INC 29,305 29,305
JPMORGAN CHASE & CO 87,835 87,835
S&P GLOBAL INC. 72,347 72,347
SCHWAB CHARLES CORP NEW 74,934 74,934
AMERISOURCE BERGEN CORP 62,969 62,969
DANAHER CORP 59,244 59,244
HEALTH CARE SELECT SPDR 46,189 46,189
IQVIA HOLDINGS INC 71,711 71,711
THERMO FISHER SCIENTIFIC 63,915 63,915
UNITEDHEALTH GROUP INC 140,497 140,497
ZOETIS INC 52,758 52,758
EATON CORP PLC 50,224 50,224
COPART INC 70,632 70,632
HOWMET AEROSPACE INC 64,041 64,041
NORTHROP GRUMMAN CORP 70,383 70,383
TRANSUNION 27,240 27,240
UNION PACIFIC CORP 40,378 40,378
AMPHENOL CORP 45,046 45,046
APPLE INC 210,486 210,486
MICROSOFT CORP 262,602 262,602
MOTOROLA SOLUTIONS INC 67,492 67,492
NVIDIA CORP 40,042 40,042
ORACLE CORP 51,087 51,087
SERVICENOW INC 34,944 34,944
TEXAS INSTRUMENTS INC 71,870 71,870
VISA INC 159,975 159,975
VULCAN MATERIALS 87,555 87,555
AMERICAN TOWER CORP 61,251 61,251
PROLOGIS INC 56,928 56,928
AMEREN CORP 71,580 71,580
NEXTERA ENERGY INC 40,128 40,128
S&P 500 DEP RCPTS 34,195 34,195
ANTA SPORTS PRODUCTS LTD 49,840 49,840
CANADIAN PACIFIC RAILWAY L 28,377 28,377
ASML HOLDING 61,258 61,258
ISHARES CHINA LRGE-CAP ETF 24,055 24,055
DOLLARAMA INC 36,736 36,736
LI NING CO LTD 15,418 15,418
ADVANCE AUTO PARTS 9,952 9,952
BURLINGTON STORES INC 27,169 27,169
EXPEDIA GROUP INC 23,214 23,214
BJ'S WHOLESALE CLUB HOLDIN 24,677 24,677
US FOODS HOLDING CORP 37,830 37,830
CHAMPIONX CORP 10,175 10,175
NASDAQ INC. 29,570 29,570
TRADEWEB MARKETS INC 12,076 12,076
STERIS PLC 26,964 26,964
AVANTOR INC 17,715 17,715
COOPER COS INC 36,704 36,704
LAB CORP OF AMER HLDGS NEW 16,248 16,248
TELEFLEX INC 26,211 26,211
CARLISLE COS 30,634 30,634
EQUIFAX INC 32,458 32,458
HEICO CORPORATION 13,827 13,827
IAA INC 30,680 30,680
LINCOLN ELEC HLDG 33,379 33,379
SAIA INC COM 13,629 13,629
SMITH A O CORP 21,922 21,922
WILLSCOT MOBILE MINI HOLDI 16,261 16,261
NICE LTD ADR 24,037 24,037
ASM INTERNATIONAL NV 13,321 13,321
ASPEN TECHNOLOGY 5,545 5,545
CDW CORP/DE 29,465 29,465
PAYCOM SOFTWARE INC 16,446 16,446
KEYSIGHT TECHNOLOGIES INC 22,410 22,410
SYNOPSYS INC 20,434 20,434
WEX INC 20,456 20,456
JONES LANG LASALLE INC COM 12,590 12,590
ALPHABET INC CLASS C 62,998 62,998
META PLATFORMS INC 12,635 12,635
TAKE-2 INTERACTIVE 21,867 21,867
APTIV PLC 11,641 11,641
AMAZON.COM INC 40,320 40,320
DOLLAR GENERAL CORP 18,961 18,961
HILTON WORLDWIDE HOLDINGS 20,217 20,217
MERCADOLIBRE INC 12,693 12,693
CONSUMER STAPLES INDEX FD 13,419 13,419
COSTCO WHSL CORP NEW 7,760 7,760
WALMART INC 24,104 24,104
SCHLUMBERGER LTD 31,808 31,808
CONOCOPHILLIPS 39,530 39,530
PIONEER NATURAL RESOURCES 18,271 18,271
BROOKFIELD ASSET MANAGEMEN 7,550 7,550
AON PLC 19,809 19,809
BANK OF AMERICA CORP 43,552 43,552
BLACKSTONE INC 11,870 11,870
JPMORGAN CHASE & CO 36,877 36,877
MORGAN STANLEY GRP INC 57,388 57,388
S&P GLOBAL INC. 29,474 29,474
SCHWAB CHARLES CORP NEW 31,222 31,222
AMERISOURCE BERGEN CORP 26,513 26,513
DANAHER CORP 25,480 25,480
HEALTH CARE SELECT SPDR 20,377 20,377
IQVIA HOLDINGS INC 31,757 31,757
THERMO FISHER SCIENTIFIC 27,534 27,534
UNITEDHEALTH GROUP INC 55,668 55,668
ZOETIS INC 22,715 22,715
EATON CORP PLC 21,973 21,973
COPART INC 28,618 28,618
HOWMET AEROSPACE INC 26,601 26,601
NORTHROP GRUMMAN CORP 28,917 28,917
TRANSUNION 11,350 11,350
UNION PACIFIC CORP 16,979 16,979
AMPHENOL CORP 19,415 19,415
APPLE INC 86,403 86,403
MICROSOFT CORP 111,516 111,516
MOTOROLA SOLUTIONS INC 26,286 26,286
NVIDIA CORP 16,075 16,075
ORACLE CORP 22,069 22,069
SERVICENOW INC 12,812 12,812
TEXAS INSTRUMENTS INC 29,739 29,739
VISA INC 64,405 64,405
VULCAN MATERIALS 35,897 35,897
AMERICAN TOWER CORP 25,423 25,423
PROLOGIS INC 24,236 24,236
AMEREN CORP 29,788 29,788
NEXTERA ENERGY INC 16,720 16,720
S&P 500 DEP RCPTS 14,532 14,532
ANTA SPORTS PRODUCTS LTD 20,985 20,985
CANADIAN PACIFIC RAILWAY L 11,931 11,931
ASML HOLDING 23,106 23,106
ISHARES CHINA LRGE-CAP ETF 10,612 10,612
DOLLARAMA INC 18,251 18,251
LI NING CO LTD 7,166 7,166
ADVANCE AUTO PARTS 4,851 4,851
BURLINGTON STORES INC 13,382 13,382
DOMINOS PIZZA 8,660 8,660
EXPEDIA GROUP INC 11,300 11,300
BJ'S WHOLESALE CLUB HOLDIN 12,173 12,173
US FOODS HOLDING CORP 17,792 17,792
CHAMPIONX CORP 4,957 4,957
NASDAQ INC. 14,417 14,417
TRADEWEB MARKETS INC 5,908 5,908
STERIS PLC 12,928 12,928
AVANTOR INC 8,541 8,541
COOPER COS INC 15,872 15,872
LAB CORP OF AMER HLDGS NEW 7,770 7,770
TELEFLEX INC 12,231 12,231
CARLISLE COS 14,845 14,845
EQUIFAX INC 15,354 15,354
HEICO CORPORATION 6,145 6,145
IAA INC 14,720 14,720
LINCOLN ELEC HLDG 15,171 15,171
SAIA INC COM 6,290 6,290
SMITH A O CORP 10,303 10,303
WILLSCOT MOBILE MINI HOLDI 7,949 7,949
NICE LTD ADR 10,576 10,576
ASM INTERNATIONAL NV 6,534 6,534
ASPEN TECHNOLOGY 2,464 2,464
CDW CORP/DE 15,179 15,179
KEYSIGHT TECHNOLOGIES INC 10,948 10,948
PAYCOM SOFTWARE INC 8,068 8,068
SYNOPSYS INC 10,217 10,217
WEX INC 9,819 9,819
JONES LANG LASALLE INC COM 6,534 6,534
ALPHABET INC CLASS C 217,388 217,388
META PLATFORMS INC 45,127 45,127
TAKE-2 INTERACTIVE 78,097 78,097
APTIV PLC 38,183 38,183
AMAZON.COM INC 137,760 137,760
DOLLAR GENERAL CORP 67,226 67,226
HILTON WORLDWIDE HOLDINGS 71,393 71,393
MERCADOLIBRE INC 45,696 45,696
CONSUMER STAPLES INDEX FD 44,730 44,730
COSTCO WHSL CORP NEW 27,390 27,390
WALMART INC 81,529 81,529
SCHLUMBERGER LTD 113,602 113,602
CONOCOPHILLIPS 137,470 137,470
PIONEER NATURAL RESOURCES 61,665 61,665
BROOKFIELD ASSET MANAGEMEN 26,741 26,741
AON PLC 69,932 69,932
BANK OF AMERICA CORP 154,339 154,339
BLACKSTONE INC 40,433 40,433
JPMORGAN CHASE & CO 129,406 129,406
MORGAN STANLEY GRP INC 199,371 199,371
S&P GLOBAL INC. 103,496 103,496
SCHWAB CHARLES CORP NEW 107,821 107,821
AMERISOURCE BERGEN CORP 95,283 95,283
DANAHER CORP 88,650 88,650
HEALTH CARE SELECT SPDR 69,962 69,962
IQVIA HOLDINGS INC 110,640 110,640
THERMO FISHER SCIENTIFIC 95,820 95,820
UNITEDHEALTH GROUP INC 193,515 193,515
ZOETIS INC 80,602 80,602
EATON CORP PLC 75,336 75,336
COPART INC 101,077 101,077
HOWMET AEROSPACE INC 94,584 94,584
NORTHROP GRUMMAN CORP 100,392 100,392
TRANSUNION 41,143 41,143
UNION PACIFIC CORP 59,429 59,429
AMPHENOL CORP 66,622 66,622
APPLE INC 303,386 303,386
MICROSOFT CORP 390,187 390,187
MOTOROLA SOLUTIONS INC 97,156 97,156
NVIDIA CORP 57,725 57,725
ORACLE CORP 77,653 77,653
SERVICENOW INC 45,427 45,427
TEXAS INSTRUMENTS INC 100,784 100,784
VISA INC 228,536 228,536
VULCAN MATERIALS 125,203 125,203
AMERICAN TOWER CORP 92,582 92,582
PROLOGIS INC 85,674 85,674
AMEREN CORP 105,370 105,370
NEXTERA ENERGY INC 58,520 58,520
S&P 500 DEP RCPTS 51,628 51,628
ANTA SPORTS PRODUCTS LTD 73,448 73,448
CANADIAN PACIFIC RAILWAY L 41,014 41,014
ASML HOLDING 83,289 83,289
ISHARES CHINA LRGE-CAP ETF 35,375 35,375
DOLLARAMA INC 62,065 62,065
LI NING CO LTD 25,407 25,407
ADVANCE AUTO PARTS 16,320 16,320
BURLINGTON STORES INC 45,418 45,418
EXPEDIA GROUP INC 38,894 38,894
BJ'S WHOLESALE CLUB HOLDIN 41,548 41,548
US FOODS HOLDING CORP 62,800 62,800
CHAMPIONX CORP 17,017 17,017
NASDAQ INC. 49,264 49,264
TRADEWEB MARKETS INC 20,193 20,193
STERIS PLC 44,879 44,879
AVANTOR INC 29,483 29,483
COOPER COS INC 59,851 59,851
LAB CORP OF AMER HLDGS NEW 26,844 26,844
TELEFLEX INC 43,685 43,685
CARLISLE COS 50,900 50,900
EQUIFAX INC 53,837 53,837
HEICO CORPORATION 22,277 22,277
IAA INC 50,680 50,680
LINCOLN ELEC HLDG 54,906 54,906
SAIA INC COM 20,968 20,968
SMITH A O CORP 36,461 36,461
WILLSCOT MOBILE MINI HOLDI 27,192 27,192
NICE LTD ADR 41,344 41,344
ASM INTERNATIONAL NV 22,369 22,369
ASPEN TECHNOLOGY 8,421 8,421
CDW CORP/DE 51,788 51,788
KEYSIGHT TECHNOLOGIES INC 37,464 37,464
PAYCOM SOFTWARE INC 27,307 27,307
SYNOPSYS INC 34,164 34,164
WEX INC 34,366 34,366
JONES LANG LASALLE INC COM 20,399 20,399

TY 2022 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:


9,710,645
State & Local Government Securities - End of Year Fair Market Value:


9,710,645


TY 2022 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 (8M1494) FMV 292,025 292,025
BESSEMER SWEEP PROGRAM (8M3627) FMV 32,026 32,026
OW CREDIT INCOME FUND FMV 1,023,573 1,023,573
OW LARGE CAP STRATEGIES FD FMV 9,352,525 9,352,525
OW SMALL & MIDCAP STRAT FD FMV 3,358,492 3,358,492
5TH AVE PRIV EQUITY 12 FMV 458,710 458,710
5TH AVE PRIV EQUITY 14 T2 FMV 5,241,457 5,241,457
5TH AVE PRIV EQUITY 16 T1 FMV 450,926 450,926
5TH AVE REAL ASSETS 3 T1 FMV 264,688 264,688
CASH AVAILABLE (8M1493) FMV 26 26
FED HERMES GOV OBL FD 117 (8M1493) FMV 332,619 332,619
BESSEMER SWEEP PROGRAM (8M3626) FMV 11,356 11,356
OW CREDIT INCOME FUND FMV 430,673 430,673
OW LARGE CAP STRATEGIES FD FMV 3,329,204 3,329,204
OW SMALL & MIDCAP STRAT FD FMV 1,079,438 1,079,438
BESSEMER SWEEP PROGRAM (8M6468) FMV 138,602 138,602
BESSEMER SWEEP PROGRAM (8M6470) FMV 33,798 33,798
OW CREDIT INCOME FUND FMV 1,532,457 1,532,457
OW LARGE CAP STRATEGIES FD FMV 11,039,539 11,039,539
OW SMALL & MIDCAP STRAT FD FMV 3,570,908 3,570,908
PERRITT FUNDS FMV 166,565 166,565
US BANK WORKCOMP FMV 959,947 959,947

TY 2022 LegalFeesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSES 95,136 0 10,714 103,219
LEGAL FEES 125 125   0
LEGAL FEES 1,044 1,044   0


TY 2022 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 119,720 150,653 150,653
BENEFICIAL INTERESTS IN TRUSTS 308,391 235,687 235,687
NOTE RECEIVABLE FROM J AULD APTS. LLC 530,000 530,000 530,000
NOTE RECEIVABLE FAMILY IMPACT NETWORK 150,000 150,000 150,000
MEMBER EQUITY EHF JAM MM LLC -47 1,856 1,856


TY 2022 OtherDecreasesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Description Amount
UNREALIZED GAIN ON PERMENANTLY RESTRICTED ASSETS 72,704
UNREALIZED GAIN ON SECURITIES 16,627,521


TY 2022 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 19,118 0 60 14,988
INSURANCE 208,657 0 1,326 131,461
PROGRAM DIRECT SERVICES & EXPENSES 1,090,189 0 1,074,867 15,321
SPONSORSHIPS, PRINT & MEDIA 103,066 0 0 106,816
OFFICE EXPENSE 21,015 0 56 21,356
REPAIRS AND MAINTENANCE 896 0 0 905
WORKER'S COMPENSATION FEES 7,778 0 0 44,815
ANNUITY PAYMENTS MADE 13,643 0 0 8,748
SOFTWARE TECH & LICENSES -7,635 0 9,603 19,230
BANK & CREDIT CARD FEES 916 0 0 916
PRINT MEDIA MARKETING 1,873 0 0 1,873
COMPUTERS & EQUIPMENT <$5K 20,004 0 0 20,833
COVID 19 COSTS 121 0 0 234
OFFICE EXPENSE 13,119 13,119   0
REPAIRS & MAINTENANCE 22,376 22,376   0
REPAIRS & MAINTENANCE MAJOR 6,203 6,203   0
GENERAL BUILDING SUPPLIES 363 363   0
BREAKROOM SUPPLIES 2,306 2,306   0
DUES AND LICENSE 746 746   0
BANK AND CREDIT CARD FEES 4 4   0
SECURITY AND ALARM MONITORING 10,634 10,634   0
JANITORIAL 37,912 37,912   0
INSURANCE 4,435 4,435   0
DUES AND LICENSE 233 233   0
BANK AND CREDIT CARD FEES 0 0   0
REPAIRS & MAINTENANCE 388 388   0


TY 2022 OtherIncomeSchedule2
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME - K-1   27,229  
STATE & AGENCY CONTRACTS 1,228,227   1,228,227
SHARED SERVICE AGREEMENTS WITH AFFILIATES 200,111   200,111
DISTRIBUTIONS FROM TRUSTS 11,434 11,434 0
COMPANY MANAGEMENT FEES 10,564   10,564


TY 2022 OtherLiabilitiesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Description Beginning of Year - Book Value End of Year - Book Value
WORKERS COMPENSATION PAYABLE 96,000 59,000


TY 2022 OtherProfessionalFeesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 1,164,757 330,004 121,494 794,957
PROFESSIONAL FEES 2,520 2,520   0


TY 2022 TaxesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES AND LICENSES 34,216 0 3,858 1,681
TAXES 12 12   0
TAXES 9,987 9,987   0