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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
PACIFICSOURCE FOUNDATION FOR
HEALTH IMPROVEMENT
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 7068
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SPRINGFIELD, OR974750068
A Employer identification number

93-1100080
B Telephone number (see instructions)

(541) 686-1242
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$3,374,193J 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) 1,300,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments 325 325  
4 Dividends and interest from securities... 152,099 152,099  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -3,546
b Gross sales price for all assets on line 6a 250,000
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 6,504
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).......      
12 Total. Add lines 1 through 11........ 1,448,878 152,424 6,504
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 42,875 2,144   40,731
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
4,725 2,362   2,363
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
2,638 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,554 0   5,554
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
892 0   892
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,684 4,506   49,540
25 Contributions, gifts, grants paid....... 1,569,500 1,569,500
26 Total expenses and disbursements. Add lines 24 and 25 1,626,184 4,506   1,619,040
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -177,306
b Net investment income (if negative, enter -0-) 147,918
c Adjusted net income (if negative, enter -0-)... 6,504
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 509,660 642,999 642,999
3 Accounts receivable right arrow12,432
Less: allowance for doubtful accounts right arrow   10,318 12,432 12,432
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 2,952,048 Click to see attachment
List of Attached Documents:
// Content
2,718,762 		2,718,762
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)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,472,026 3,374,193 3,374,193
Liabilities 17 Accounts payable and accrued expenses..........   50,000
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
454 		Click to see attachment
List of Attached Documents:
// Content
3,163
23 Total liabilities (add lines 17 through 22)......... 454 53,163
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...........    
25 Net assets with donor restrictions............    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,471,572 3,321,030
29 Total net assets or fund balances (see instructions)..... 3,471,572 3,321,030
30 Total liabilities and net assets/fund balances (see instructions). 3,472,026 3,374,193
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
3,471,572
2
Enter amount from Part I, line 27a .....................
2
-177,306
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
26,764
4
Add lines 1, 2, and 3 ..........................
4
3,321,030
5
Decreases not included in line 2 (itemize) right arrow
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
3,321,030
Form 990-PF (2023)
Form 990-PF (2023)
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 P    
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 250,000   253,546 -3,546
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -3,546
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -3,546
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 2,056
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 2,056
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 2,056
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 3,310
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 3,310
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 13
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 1,241
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow1,241 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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? ....................
1a
 
No
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
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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 arrowOR
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 2023 or the taxable year beginning in 2023? 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
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
 
No
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 arrowWWW.PACIFICSOURCE.COM/COMMUNITY/FOUNDATION
14
The books are in care ofright arrowPETER DAVIDSON Telephone no.right arrow (541) 686-1242

Located atright arrowPO BOX 7068SPRINGFIELDOR ZIP+4right arrow97475
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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)
Yes
 
(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
 
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
3b
 
 
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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)
 
No
(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
 
 
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
PRISCILLA J GOULD PRESIDENT, CHAIR THRU SEPT 2023
1.00 		2,625 0 0
PO BOX 7068
SPRINGFIELD,OR97475
CLARK W COMPTON VICE PRESIDENT, SECRETARY
1.00 		7,000 0 0
PO BOX 7068
SPRINGFIELD,OR97475
THOMAS B SLICK TREASURER
1.00 		3,500 0 0
PO BOX 7068
SPRINGFIELD,OR97475
PETER DAVIDSON DIRECTOR, CORPORATE TAX OFFICER
1.00 		0 0 0
PO BOX 7068
SPRINGFIELD,OR97475
EDWIN E DAHLBERG DIRECTOR
1.00 		3,500 0 0
PO BOX 7068
SPRINGFIELD,OR97475
JOHN C DEWENTER DIRECTOR
1.00 		3,500 0 0
PO BOX 7068
SPRINGFIELD,OR97475
MARTIN J GABICA DIRECTOR
1.00 		3,500 0 0
PO BOX 7068
SPRINGFIELD,OR97475
STEVEN DON MARKS DIRECTOR
1.00 		3,500 0 0
PO BOX 7068
SPRINGFIELD,OR97475
KENNETH PROVENCHER DIRECTOR
1.00 		1,750 0 0
PO BOX 7068
SPRINGFIELD,OR97475
KENNETH M SINGER DIRECTOR
1.00 		3,500 0 0
PO BOX 7068
SPRINGFIELD,OR97475
MARIAN BLANKENSHIP EXECUTIVE DIRECTOR
10.00 		0 0 0
PO BOX 7068
SPRINGFIELD,OR97475
HEIDI WALLACE DIRECTOR
1.00 		3,500 0 0
PO BOX 7068
SPRINGFIELD,OR97475
KARL WATTS DIRECTOR
1.00 		3,500 0 0
PO BOX 7068
SPRINGFIELD,OR97475
DIANA NUNEZ DIRECTOR
1.00 		3,500 0 0
PO BOX 7068
SPRINGFIELD,OR97475
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
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  
2  
3  
4  
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 (2023)
Form 990-PF (2023)
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
2,895,894
b
Average of monthly cash balances.......................
1b
569,334
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
3,465,228
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
3,465,228
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
51,978
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
3,413,250
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
170,663
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
170,663
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,056
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,056
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
168,607
4
Recoveries of amounts treated as qualifying distributions................
4
6,504
5
Add lines 3 and 4............................
5
175,111
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
175,111
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
1,619,040
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
1,619,040
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 175,111
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 1,298,637
b From 2019...... 1,522,969
c From 2020...... 3,417,425
d From 2021...... 2,000,613
e From 2022...... 1,794,994
f Total of lines 3a through e ........ 10,034,638
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 1,619,040
a Applied to 2022, 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)........ 		0
d Applied to 2023 distributable amount..... 175,111
e Remaining amount distributed out of corpus 1,443,929
5 Excess distributions carryover applied to 2023. 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 11,478,567
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		1,298,637
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		10,179,930
10 Analysis of line 9:
a Excess from 2019.... 1,522,969
b Excess from 2020.... 3,417,425
c Excess from 2021.... 2,000,613
d Excess from 2022.... 1,794,994
e Excess from 2023.... 1,443,929
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 e-mail address of the person to whom applications should be addressed:
MARIAN BLANKENSHIP EXECUTIVE DIRECT
PO BOX 7068
SPRINGFIELD,OR97475
(541) 686-1242
CHARITABLEFOUNDATION@PACIFICSOURCE.COM
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS MAY BE SUBMITTED ONLINE USING THE ONLINE GRANT PORTAL LOCATED AT THE FOLLOWING WEBSITE: HTTPS://WWW.GRANTINTERFACE.COM/HOME/LOGON?URLKEY=PACIFICSOURCE. THE APPLICATION PROCESS BEGINS WITH THE SUBMISSION OF A LETTER OF INTENT (LOI). LOI(S) ARE REVIEWED SEMIANNUALLY (GENERALLY ON A QUARTERLY BASIS) AND SOME ORGANIZATIONS ARE INVITED TO SUBMIT A COMPLETE APPLICATION WITHIN THE PORTAL. APPLICATIONS INCLUDE A DESCRIPTION OF THE ORGANIZATION, THE POPULATION SERVED, THE PROPOSED PROJECT, AND THE SUBMISSION OF RECENT FINANCIAL STATEMENTS AND RELEVANT PROGRAM BUDGETS. MORE INFORMATION MAY BE FOUND HERE: HTTPS://PACIFICSOURCE.COM/COMMUNITY/FOUNDATION.
cAny submission deadlines:
SEE STATEMENT 10 FOR SUBMISSION DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
SEE STATEMENT 11 FOR RESTRICTIONS AND LIMITATIONS ON AWARDS
Form 990-PF (2023)
Form 990-PF (2023)
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

ADELANTE MUJERES

2030 MAIN ST STE A
FOREST GROVE,OR97116 		  PC COMMUNITY HEALTH WORKER TRAINING 30,000

BATTLE GROUND HEALTHCARE

1910 SW 9TH AVE
BATTLE GROUND,WA98604 		  PC ACCESS FOR UNDERSERVED 25,000

BORLAND FREE CLINIC

3550 SW BORLAND RD
TUALATIN,OR97062 		  PC ACCESS FOR UNDERSERVED 30,000

BOYS & GIRLS CLUB OF EMERALD VALLEY

1545 W 22ND AVE
EUGENE,OR97405 		  PC YOUTH RESILIENCE 25,000

BOYS AND GIRLS AID SOCIETY OF OREGON

9320 SW BARBUR BLVD STE 200
PORTLAND,OR97219 		  PC CHILD WELFARE PROGRAMMING 25,000

BOYS AND GIRLS CLUB OF SALEM MARION POLK COUNTIES

1395 SUMMER ST NE
SALEM,OR97301 		  PC YOUTH DEVELOPMENT 30,000

BRIDGERCARE

1288 N 14TH AVE STE 201
BOZEMAN,MT59715 		  PC REPRODUCTIVE HEALTHCARE 30,000

CAPACES LEADERSHIP INSTITUTE

356 YOUNG ST
WOODBURN,OR97071 		  PC BILINGUAL NUTRITION & WELLNESS 30,000

CENTER FOR COMMUNITY COUNSELING

1465 COBURG RD
EUGENE,OR97401 		  PC MENTAL HEALTH SERVICES 36,000

CLACKAMAS VOLUNTEERS IN MEDICINE

700 MOLALLA AVE
OREGON CITY,OR97045 		  PC HEALTHCARE CLINIC 35,000

COMMUNITY OUTREACH

865 REIMAN AVE
CORVALLIS,OR97330 		  PC CARE FOR THE HOMELESS 31,000

COMMUNITY SUPPORTED SHELTERS

1160 GRANT ST
EUGENE,OR97402 		  PC SERVICE NAVIGATION 20,000

CORVALLIS NEIGHBORHOOD HOUSING

212 MAIN ST
SPRINGFIELD,OR97477 		  PC AFFORDABLE HOUSING 50,000

DAISY CHAIN

PO BOX 10375
EUGENE,OR97440 		  PC LACTATION SUPPORT 30,000

FACES OF HOPE FOUNDATION

1850 S EAGLE RD STE 100
MERIDIAN,IA83642 		  PC ABUSE CRISIS CENTER 25,000

FAMILY ADVOCATES

3010 W STATE ST
BOISE,IA83703 		  PC FAMILY STRENGTHENING EDUCATION 30,000

FAMILY RELIEF NURSERY

720 N 14TH ST
COTTAGE GROVE,OR97424 		  PC EARLY CHILDHOOD INTERVENTION 15,000

FLORENCE CRITTENTON HOME & SERVICES

901 N HARRIS ST
HELENA,MT59601 		  PC MATERNAL-CHILD HOUSING 30,000

FREE CLINIC OF SOUTHWEST WASHINGTON

4100 PLOMONDON ST
VANCOUVER,WA98661 		  PC HEALTHCARE CLINIC 41,000

GENESIS COMMUNITY HEALTH

215 W 35TH ST
GARDEN CITY,IA83714 		  PC HEALTHCARE CLINIC 51,000

KINSHIP HOUSE

1823 NE 8TH AVE
PORTLAND,OR97212 		  PC PEDIATRIC BEHAVIORAL HEALTH 30,000

MEALS ON WHEELS PEOPLE

7710 SW 31ST AVE
PORTLAND,OR97219 		  PC PROVIDING NUTRICIOUS MEALS TO SENIORS 30,000

MEDICAL TEAMS INTERNATIONAL

14150 SW MILTON CT
TIGARD,OR97224 		  PC MOBILE DENTAL PROGRAM 25,000

MENTAL HEALTH AMERICA OF MONTANA

205 HAGGERTY LN STE 190
BOZEMAN,MT59715 		  PC MENTAL HEALTH WARM LINE 60,000

MESSENGERS FOR HEALTH

8645 S WEAVER DR
CROW AGENCY,MT59022 		  PC INDIGINEOUS HEALTHCARE 10,000

MID COLUMBIA COMMUNITY ACTION COUNCIL

312 E 4TH ST
THE DALLES,OR97058 		  PC PEER SUPPORT AND HOUSING 30,000

MISSOULA FOOD BANK & COMMUNITY CENTER

1720 WYOMING ST
MISSOULA,MT59801 		  PC EMERGENCY FOOD PANTRY 25,000

MORRISON CHILD AND FAMILY SERVICES

11035 NE SANDY BLVD
PORTLAND,OR97220 		  PC PARENT MENTORSHIP 30,000

MOTHERS MILK BANK OF MONTANA

2825 STOCKYARD RD STE C1
MISSOULA,MT59808 		  PC NURSING MILK BANK 20,000

NAMI IDAHO INC

PO BOX 2256
BOISE,IA83701 		  PC YOUTH MENTAL HEALTH 25,000

NORTHWEST CATHOLIC COUNSELING

8383 NE SANDY BLVD STE 205
PORTLAND,OR97220 		  PC MENTAL HEALTH SERVICES 30,000

OHSU

3181 SW SAM JACKSON PARK RD
PORTLAND,OR97239 		  PC OREGON CHILD INTEGRATED DATA 15,000

OPHELIAS PLACE

1577 PEARL ST STE 100
EUGENE,OR97401 		  PC MENTAL HEALTH FOR GIRLS 30,000

OREGON LIONS SIGHT & HEARING FOUNDATION

1010 NW 22ND AVE STE 144
PORTLAND,OR97210 		  PC SIGHT AND HEARING TREATMENT 10,000

OREGON STATE UNIVERSITY

1500 SW JEFFERSON WAY
CORVALLIS,OR97331 		  GOV FAMILY AND COMMUNITY HEALTH 25,000

OUR COMMUNITY BIRTH CENTER

188 W B ST BUILDING O
SPRINGFIELD,OR97477 		  PC HEARING TESTS 15,000

PROJECT ACCESS NOW

PO BOX 10953
PORTLAND,OR97296 		  PC CLASSIC CARE COORDINATION 40,000

RAICES DE BIENESTAR

4145 SW WATSON AVE STE 350
BEAVERTON,OR97005 		  PC LATINO MENTAL HEALTH 30,000

SALEM FOR REFUGEES

555 GAINES ST NE
SALEM,OR97301 		  PC SUPPORT SERVICES FOR REFUGEE FAMILIES 15,000

SALEM FREE CLINICS

1300 BROADWAY ST NE STE 104
SALEM,OR97301 		  PC HEALTHCARE CLINIC 40,000

SENIOR CITIZENS COMMUNITY CENTER INC

535 W 21ST ST
IDAHO FALLS,IA83402 		  PC MEALS FOR HOMEBOUND 15,000

SNAKE RIVER COMMUNITY CLINIC

215 10TH ST
LEWISTON,IA83501 		  PC HEALTH EQUITY 41,000

SPOON

135 SE MAIN ST STE 201
PORTLAND,OR97214 		  PC NUTRITION EDUCATION FOR FOSTER YOUTH 12,500

SUFFER OUT LOUD

PO BOX 6401
BOZEMAN,MT59771 		  PC MENTAL HEALTH ACCESS 5,000

TETON VALLEY HEALTH

120 E HOWARD AVE
DRIGGS,IA83422 		  PC ACCESS FOR UNDERSERVED 20,000

THE NEXT DOOR INC

965 TUCKER RD
HOOD RIVER,OR97031 		  PC MENTAL HEALTH TRAINING 35,000

THE POVERELLO CENTER INC

1110 W BROADWAY
MISSOULA,MT59801 		  PC EMERGENCY SHELTER, SOUP KITCHEN, AND FOOD PANTRY 30,000

THE WALLACE MEDICAL CONCERN

18633 SE STARK ST STE 401
PORTLAND,OR97233 		  PC SCHOOL-BASE HEALTH CENTER 25,000

THE YWCA OF HELENA

1200 N LAST CHANCE GULCH
HELENA,MT59601 		  PC COORDINATED HEALTH AND SOCIAL SERVICES 25,000

THRIVE INC

407 S FERGUSON AVE
BOZEMAN,MT59718 		  PC FAMILY SUPPORT WORKERS 40,000

VOLUNTEERS IN MEDICINE

2260 MARCOLA RD
SPRINGFIELD,OR97477 		  PC HEALTHCARE CLINIC 41,000

VOLUNTEERS IN MEDICINE CLINIC OF THE CASCADES

2300 NE NEFF RD
BEND,OR97701 		  PC HEALTHCARE CLINIC 41,000

WICAP COMMUNITY COLLABORATIVE

32 W MAIN ST
WEISER,IA83672 		  PC CHILDCARE DROP-IN AND MEDICAL 45,000

WOMENFIRST TRANSITION & REFERRAL CENTER

21440 SE STARK ST
GRESHAM,OR97230 		  PC POST-INCARCERATION SUPPORT 10,000

YWCA CLARK COUNTY

3609 MAIN ST
VANCOUVER,WA98663 		  PC THERAPEUTIC PRESCHOOL 30,000
Total .................................right arrow 3a 1,569,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		    14 325  
4 Dividends and interest from securities ....     14 152,099  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -3,546  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 148,878 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
148,878
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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
 
No
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
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
PACIFIC HEALTH ASSOCIATES 501(C)(4) ORGANIZATIONS SHARE PARTIAL BOARD OVERLAP; PSFHI RECEIVES ANNUAL RESTRICTED GRANT FUNDS FROM PHA.
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 (2023)
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
2023
Name of the organization
PACIFICSOURCE FOUNDATION FOR
HEALTH IMPROVEMENT
Employer identification number

93-1100080
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
PACIFICSOURCE FOUNDATION FOR
HEALTH IMPROVEMENT 		Employer identification number
93-1100080
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
PACIFIC HEALTH ASSOCIATES
 
555 INTERNATIONAL WAY
 
SPRINGFIELD, OR97477

$ 1,300,000


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

$  


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

$  


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

$  


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

$  


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

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
PACIFICSOURCE FOUNDATION FOR
HEALTH IMPROVEMENT 		Employer identification number

93-1100080
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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
PACIFICSOURCE FOUNDATION FOR
HEALTH IMPROVEMENT 		Employer identification number

93-1100080
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) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
PACIFICSOURCE FOUNDATION FOR
 
HEALTH IMPROVEMENT
EIN:
93-1100080
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 4,725 2,362   2,363

TY 2023 GeneralExplanationAttachment
Name:
PACIFICSOURCE FOUNDATION FOR
 
HEALTH IMPROVEMENT
EIN:
93-1100080
Identifier Return Reference Explanation
EXPLANATION: 990-PF, PART XIV, LINE 2C - ANY SUBMISSION DEADLINES SUBMISSION DEADLINES ARE ROLLING. THE COMMITTEE MEETS SEMI-ANNUALLY (GENERALLY ON A QUARTERLY BASIS) TO REVIEW APPLICATIONS FROM ORGANIZATIONS THAT WERE INVITED TO APPLY FOLLOWING THE SUBMISSION OF AN LOI. DEADLINES AND UPDATES MAY BE FOUND HERE:HTTPS://PACIFICSOURCE.COM/COMMUNITY/FOUNDATION
EXPLANATION: FORM 990-PF, PART XIV, LINE 2D - RESTRICTIONS AND LIMITATIONS ON AWARDS PROPOSALS MUST ADDRESS ONE OR MORE OF THE FOLLOWING FUNDING PRIORITY AREAS, LISTED BY GRANT PROGRAM, UNLESS OTHERWISE APPROVED BY THE BOARD. COVID-RELATED FUNDING IS RESPONSIVE AND MAY NOT BE ONGOING. THESE FUNDING PRIORITY AREAS ARE SUBJECT TO CHANGE PERIODICALLY. UPDATES MAY BE FOUND HERE: HTTPS://PACIFICSOURCE.COM/COMMUNITY/FOUNDATION.FUNDING PRIORITY AREAS:1. ACCESS TO HEALTHCARE SERVICES FOR VULNERABLE AND UNDERSERVED POPULATIONSA. DIRECT HEALTHCARE SERVICES - MENTAL/BEHAVIORAL HEALTH, MEDICAL, DENTALB. INDIRECT/SUPPORT SERVICES - PEER SUPPORT, TRADITIONAL/COMMUNITY HEALTH WORKERS, NAVIGATION, ETC.2. PREVENTION OF HEALTH INEQUITIES THROUGH CLINICAL AND COMMUNITY-DRIVEN SOLUTIONS, INCLUDING INTERVENTIONS THAT ADVANCE EQUITY AND IMPROVE THE HEALTH AND WELLBEING FOR THOSE EXPERIENCING HEALTH DISPARITIESA. INFANT & MATERNAL HEALTH - I.E. HOME VISITING PROGRAMS, DEVELOPMENTAL SCREENING PROMOTION, LACTATION SUPPORT, ETC.B. EARLY CHILDHOOD & PARENT EDUCATION - I.E. ACES (ADVERSE CHILDHOOD EXPERIENCES) PREVENTION, DEVELOPMENTALLY APPROPRIATE PARENT EDUCATION, PROTECTIVE FACTORS.C. SUPPORTIVE HOUSING - SPECIFICALLY FOCUSED ON CO-LOCATED SERVICES, PERMANENT SUPPORTIVE HOUSING (PROGRAM, NOT CAPITAL), AND SERVICES THAT AIM TO IMPROVE HEALTH WITHIN A HOUSING CONTEXT.D. NUTRITION ACCESS & EDUCATION - I.E. NUTRITION SUPPORT AND EDUCATION TO PROMOTE OVERALL HEALTH, PREVENT NEGATIVE HEALTH OUTCOMES, OR TREAT DISEASE.E. BUILDING RESILIENCE - HEALING-CENTERED, COMMUNITY DRIVEN SOLUTIONS THAT STRENGTHEN THE RESILIENCE OF MARGINALIZED PEOPLE AND COMMUNITIES. I.E. NON-CLINICAL BEHAVIORAL HEALTH, ACCESSIBILITY, LGBTQ+, YOUTH DEVELOPMENT, SOCIAL CONNECTION, AND CLIMATE-RELATED HEALTH IMPACTS.

TY 2023 InvestmentsCorpBondsSchedule
Name:
PACIFICSOURCE FOUNDATION FOR
 
HEALTH IMPROVEMENT
EIN:
93-1100080
Name of Bond End of Year Book Value End of Year Fair Market Value
ALLSPRING CONSERVATIVE INCOME FUND 2,718,762 2,718,762

TY 2023 OtherExpensesSchedule
Name:
PACIFICSOURCE FOUNDATION FOR
 
HEALTH IMPROVEMENT
EIN:
93-1100080
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 150 0   150
TELEPHONE 15 0   15
LICENSES AND FEES 727 0   727


TY 2023 OtherIncreasesSchedule
Name:
PACIFICSOURCE FOUNDATION FOR
 
HEALTH IMPROVEMENT
EIN:
93-1100080
Description Amount
UNREALIZED GAIN ON INVESTMENTS 20,260
RETURNED GRANT 6,504


TY 2023 OtherLiabilitiesSchedule
Name:
PACIFICSOURCE FOUNDATION FOR
 
HEALTH IMPROVEMENT
EIN:
93-1100080
Description Beginning of Year - Book Value End of Year - Book Value
INCOME TAX PAYABLE 454 3,163


TY 2023 TaxesSchedule
Name:
PACIFICSOURCE FOUNDATION FOR
 
HEALTH IMPROVEMENT
EIN:
93-1100080
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 2,638 0   0