TY 2023 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
right arrow

Go 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
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 If exemption application is pending, check here right arrow

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. right arrow

2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... right arrow

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... right arrow

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) right arrow

$84,324,105J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	2,498,846
2	Check .............
3	Interest on savings and temporary cash investments	100,213		100,213
4	Dividends and interest from securities...	1,104,915		1,127,925
5a	Gross rents............	221,967		221,967
b	Net rental income or (loss) -90,392
6a	Net gain or (loss) from sale of assets not on line 10		1,074,055
b	Gross sales price for all assets on line 6a 23,228,166
7	Capital gain net income (from Part IV, line 2)...			1,102,038
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).......	List of Attached Documents: // Content	5,829,935	14,689	5,829,935
12	Total. Add lines 1 through 11........	10,829,931		2,566,832	5,829,935
13	Compensation of officers, directors, trustees, etc.	439,482		0	0	439,482
14	Other employee salaries and wages......	1,976,405		0	288,885	1,868,536
15	Pension plans, employee benefits.......	869,590		0	65,323	803,805
16a	Legal fees (attach schedule).........	List of Attached Documents: // Content	44,469	125	15,015	42,240
b	Accounting fees (attach schedule).......	List of Attached Documents: // Content	77,201	0	0	77,201
c	Other professional fees (attach schedule)....	List of Attached Documents: // Content	1,227,120	328,955	69,748	901,383
17	Interest...............
18	Taxes (attach schedule) (see instructions)...	List of Attached Documents: // Content	43,826	10,106	3,777	996
19	Depreciation (attach schedule) and depletion...		156,041	131,722	131,722
20	Occupancy..............	254,048		63,104	1,800	189,145
21	Travel, conferences, and meetings.......	297,046		0	0	298,316
22	Printing and publications..........
23	Other expenses (attach schedule).......	List of Attached Documents: // Content	5,846,341	107,438	5,265,688	458,404
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	11,231,569		641,450	5,841,958	5,079,508
25	Contributions, gifts, grants paid.......	3,496,496				3,696,996
26	Total expenses and disbursements. Add lines 24 and 25	14,728,065		641,450	5,841,958	8,776,504
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-3,898,134
b	Net investment income (if negative, enter -0-)			1,925,382
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2023)

Form 990-PF (2023)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	3,492,820	1,482,111	1,482,111
	2	Savings and temporary cash investments.........	5,150	5,011	5,011
	3	Accounts receivable 1,614,823
		Less: allowance for doubtful accounts	930,005	1,614,823	1,614,823
	4	Pledges receivable 698,846
		Less: allowance for doubtful accounts		698,846	698,846
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........	425,700	339,904	339,904
	10a	Investments—U.S. and state government obligations (attach schedule)	9,710,645	List of Attached Documents: // Content 10,359,878	10,359,878
	b	Investments—corporate stock (attach schedule).......	12,603,229	List of Attached Documents: // Content 13,602,235	13,602,235
	c	Investments—corporate bonds (attach schedule).......	6,347,759	List of Attached Documents: // Content 5,696,853	5,696,853
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	43,099,554	List of Attached Documents: // Content 46,665,763	46,665,763
	14	Land, buildings, and equipment: basis 4,750,929
		Less: accumulated depreciation (attach schedule) 1,969,946	2,877,810	2,780,983	2,780,983
	15	Other assets (describe )	List of Attached Documents: // Content 1,068,196	List of Attached Documents: // Content 1,077,698	List of Attached Documents: // Content 1,077,698
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	80,560,868	84,324,105	84,324,105
	17	Accounts payable and accrued expenses..........	855,104	906,795
	18	Grants payable.................		12,500
	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 )	List of Attached Documents: // Content 59,000	List of Attached Documents: // Content 45,000
	23	Total liabilities (add lines 17 through 22).........	914,104	964,295
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	78,053,167	81,629,588
	25	Net assets with donor restrictions............	1,593,597	1,730,222
		Foundations that do not follow FASB ASC 958, check here
		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).....	79,646,764	83,359,810
	30	Total liabilities and net assets/fund balances (see instructions).	80,560,868	84,324,105

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

79,646,764

Enter amount from Part I, line 27a .....................

-3,898,134

Other increases not included in line 2 (itemize) right arrow

List of Attached Documents:

// Content

7,611,180

Add lines 1, 2, and 3 ..........................

83,359,810

Decreases not included in line 2 (itemize) right arrow

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

83,359,810

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
1 a	PUBLICLY TRADED SECURITIES
b	CAPITAL GAIN DISTRIBUTIONS	P
c	CAPITAL GAIN/LOSS ON PARTNERSHIP INVESTMENTS	P
d	CAPITAL GAIN/LOSS ON PARTNERSHIP K-1S	P
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	22,909,514	22,154,111	755,403
b	12,811		12,811
c	305,841	305,841	0
d			333,824
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			755,403
b			12,811
c			0
d			333,824
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,102,038
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 ...................		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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)	1	26,763
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	26,763
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	26,763
6	Credits/Payments:

a	2023 estimated tax payments and 2022 overpayment credited to 2023	6a	27,800
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	27,800
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	86
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	951
11	Enter the amount of line 10 to be: Credited to 2024 estimated tax951	Refunded	11	0

Form 990-PF (2023)

Page 4

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? Click to see attachment

List of Attached Documents:

// Content

....................

Yes

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. right arrow

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument? ................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

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 .............

Yes

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address right arrow

EMPIREHEALTHFOUNDATION.ORG

The books are in care of right arrow

JANAE PERKINS Telephone no. right arrow

(509) 315-1260

Located at right arrow

1020 W RIVERSIDE AVESPOKANEWA ZIP+4 right arrow

99201

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

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)

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here ........ right arrow

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? .............

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)):

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?....................

If "Yes," list the years right arrow

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

Yes

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2023)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check ......... right arrow

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
THOMAS E SMITH	PRESIDENT 37.50	263,530	55,065	3,730
PO BOX 244 SPOKANE,WA99210	PRESIDENT 37.50	263,530	55,065	3,730
LILY ZHANG	CHIEF FINANCIAL OFFICER 38.10	175,652	31,038	5,021
PO BOX 244 SPOKANE,WA99210	CHIEF FINANCIAL OFFICER 38.10	175,652	31,038	5,021
SHARON FAIRCHILD	DIRECTOR, CHAIR 0.50	0	0	1,066
PO BOX 244 SPOKANE,WA99210	DIRECTOR, CHAIR 0.50	0	0	1,066
MONICA SIMEON	DIRECTOR, VICE CHAIR 0.50	0	0	253
PO BOX 244 SPOKANE,WA99210	DIRECTOR, VICE CHAIR 0.50	0	0	253
REUBEN MAYES	TREASURER 0.50	0	0	334
PO BOX 244 SPOKANE,WA99210	TREASURER 0.50	0	0	334
JENNY SMITH	DIRECTOR, SECRETARY 0.50	0	0	319
PO BOX 244 SPOKANE,WA99210	DIRECTOR, SECRETARY 0.50	0	0	319
TODD KOYAMA	IMMEDIATE PAST CHAIR 0.50	0	0	251
PO BOX 244 SPOKANE,WA99210	IMMEDIATE PAST CHAIR 0.50	0	0	251
TAWHNEE COLVIN	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
PO BOX 244 SPOKANE,WA99210	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
MELS FELTON	DIRECTOR 0.50	0	0	0
PO BOX 244 SPOKANE,WA99210	DIRECTOR 0.50	0	0	0
ANNA FRANKLIN	DIRECTOR 0.50	0	0	0
PO BOX 244 SPOKANE,WA99210	DIRECTOR 0.50	0	0	0
OSCAR HARRIS	DIRECTOR (TERMED OFF 2023) 0.50	0	0	398
PO BOX 244 SPOKANE,WA99210	DIRECTOR (TERMED OFF 2023) 0.50	0	0	398
MARGO HILL	DIRECTOR 0.50	300	0	0
PO BOX 244 SPOKANE,WA99210	DIRECTOR 0.50	300	0	0
NICOLE JENKINS-ROSENKRANTZ	DIRECTOR 0.50	0	0	0
PO BOX 244 SPOKANE,WA99210	DIRECTOR 0.50	0	0	0
ANDY LEIJA	DIRECTOR 0.50	0	0	945
PO BOX 244 SPOKANE,WA99210	DIRECTOR 0.50	0	0	945
DEAN MARTZ	DIRECTOR 0.50	0	0	252
PO BOX 244 SPOKANE,WA99210	DIRECTOR 0.50	0	0	252
DONNA MOULTON	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
PO BOX 244 SPOKANE,WA99210	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
LUIS MANRIQUEZ	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
PO BOX 244 SPOKANE,WA99210	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
GLORIA OCHOA-BRUCK	DIRECTOR 0.50	0	0	300
PO BOX 244 SPOKANE,WA99210	DIRECTOR 0.50	0	0	300
KIM PEARMAN-GILLMAN	DIRECTOR 0.50	0	0	81
PO BOX 244 SPOKANE,WA99210	DIRECTOR 0.50	0	0	81
RHOSETTA RHODES	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
PO BOX 244 SPOKANE,WA99210	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
JEFF THOMAS	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
PO BOX 244 SPOKANE,WA99210	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
CICELY WHITE	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
PO BOX 244 SPOKANE,WA99210	DIRECTOR (TERMED OFF 2023) 0.50	0	0	0
SHELLY WYNECOOP	DIRECTOR 0.50	0	0	249
PO BOX 244 SPOKANE,WA99210	DIRECTOR 0.50	0	0	249

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	184,023	53,145	900
PO BOX 244 SPOKANE,WA99210	VICE PRESIDENT OF OP 40.00	184,023	53,145	900
LEROY EADIE	SR. VICE PRESIDENT O 40.00	184,326	30,854	1,806
PO BOX 244 SPOKANE,WA99210	SR. VICE PRESIDENT O 40.00	184,326	30,854	1,806
DAVID E LUHN	CONTROLLER 39.60	161,549	34,570	1,111
PO BOX 244 SPOKANE,WA99210	CONTROLLER 39.60	161,549	34,570	1,111
DANNY AUNE	SENIOR PROGRAM DIREC 40.00	140,510	29,973	7,667
PO BOX 244 SPOKANE,WA99210	SENIOR PROGRAM DIREC 40.00	140,510	29,973	7,667
LACRECIA HILL	COMMUNITY ENGAGEMENT 39.80	104,689	30,926	844
PO BOX 244 SPOKANE,WA99210	COMMUNITY ENGAGEMENT 39.80	104,689	30,926	844
Total number of other employees paid over $50,000...................				13

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
REVIVE COUNSELING SPOKANE PLLC	HOMELESS SERVICES	1,833,070
901 N MONROE ST STE 200 SPOKANE,WA99201	HOMELESS SERVICES	1,833,070
JEWELS HELPING HANDS	HOMELESS SERVICES	1,438,504
5128 N JEFFERSON ST SPOKANE,WA99205	HOMELESS SERVICES	1,438,504
COMPASSIONATE ADDICTION TREATMENT	HOMELESS SERVICES	1,400,628
168 S DIVISION ST SPOKANE,WA99202	HOMELESS SERVICES	1,400,628
GREATER SPOKANE LOW INCOME HOUSING CONSORTIUM	HOMELESS SERVICES	574,859
1703 E PINECREST ROAD SPOKANE,WA99203	HOMELESS SERVICES	574,859
BESSEMER TRUST	INVESTMENT MANAGEMENT	188,332
101 CALIFORNIA ST STE 2500 SAN FRANCISCO,CA941115828	INVESTMENT MANAGEMENT	188,332

Total number of others receiving over $50,000 for professional services............. right arrow

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. 2023 REPRESENTED THE FINAL YEAR OF A 3-YEAR EXTERNALLY FUNDED EFFORT. THE PURPOSE OF THE PROJECT WAS TO IMPROVE THE QUALITY OF LIFE FOR OLDER ADULTS, WITH A FOCUS ON AMERICAN INDIAN/ALASKA NATIVE AND HISPANIC/LATINX ELDERS, IN RURAL EASTERN WASHINGTON BY PROMOTING HEALTHY, ACTIVE AGING THROUGH COMMUNITY LED CARE COORDINATION AND COMPREHENSIVE MEDICATION MANAGEMENT. WHILE THE PROGRAM'S EFFORTS AND ACCOMPLISHMENTS WERE EXTENSIVE, THE FOLLOWING REPRESENT A SELECTION OF PROGRAM ACHIEVEMENTS: APPROXIMATELY 686 INDIVIDUALS WERE SERVED THROUGH HEALTH COACHING AND ADVANCED MEDICATION CARE COORDINATION SERVICES BETWEEN APRIL 2020 AND DECEMBER 2023. PATIENT ACTIVATION MEASURE (PAM) SCORES INCREASED BY 17% DURING THIS TIME. ADDITIONALLY, AMONG OUR ADVANCED MEDICATION CARE COORDINATION PARTNERS, WE SAW A 34.1% INCREASE IN CANTRIL'S LADDER ASSESSMENT SCORES ACROSS A PROGRAM PARTICIPANT POPULATION OF 170.	1,029,963
2	A CONTRACT WITH THE WASHINGTON DEPARTMENT OF COMMERCE TO ACHIEVE HOUSING STABILITY FOR PERSONS RELOCATED FROM TARGETED STATE OF WASHINGTON RIGHTS OF WAY WITHIN THE CITY OF SPOKANE. THE PRE-EMINENT TASK ACCOMPLISHED THROUGH JUNE OF 2023 WAS TO CLOSE THE LARGEST HOMELESS ENCAMPMENT IN THE STATE, "CAMP HOPE", WHICH AT ONE POINT HAD OVER 600 INDIVIDUALS OCCUPYING A SINGLE CITY BLOCK. SERVICES INCLUDED INITIALLY STABILIZING THE CAMP HOPE ENVIRONMENT AND IDENTIFYING ITS RESIDENTS. SERVICES THEN TRANSITIONED TO HOUSING REFERRALS, RESOURCE REFERRALS, EMERGENCY ASSISTANCE, OUTREACH AND MOVE-IN ASSISTANCE AMONG OTHERS. BASED ON DATA FROM FEBRUARY 2024, 529 INDIVIDUALS WERE ENROLLED IN THE PROGRAM. OF THOSE, 80 WERE IDENTIFIED AS HAVING OBTAINED PERMANENT HOUSING, WITH ANOTHER 74 IN AREA SHELTERS AWAITING HOUSING. A SIGNIFICANT PORTION STILL NEED ATTENTION, WITH 116 LIVING IN PLACES NOT MEANT FOR HABITATION AND 251 WHOSE CIRCUMSTANCES ARE UNKNOWN. OUTREACH AND PLACEMENT EFFORTS ARE ONGOING.	5,449,812
3	AN EXTERNALLY FUNDED EFFORT SUPPORTING THE CONTINUED GROWTH AND STABILIZATION OF THE "PEERS AT THE FRONT DOOR" COLLABORATIVE, A PERINATAL PEER SUPPORT DELIVERY MODEL. SPECIFICALLY FOR THE 2023 YEAR, SUPPORTING THE INTEGRATION OF MATERNAL AND/OR INFANT MENTAL HEALTH AND/OR SUBSTANCE USE CONSULTATION INTO THE "PEERS AT THE FRONT DOOR" INITIATIVE AND DEVELOPING A SHARED APPROACH AND TRAINING TO PERINATAL PEER SUPPORT. THIS INVOLVED BUILDING A COHORT OF COLLABORATIVE ORGANIZATIONS THAT USE PEERS (THOSE WITH LIVED EXPERIENCE) TO MEET THE NEEDS OF VULNERABLE PREGNANT PARENTS AND THEIR INFANTS. FOR 2024 AND BEYOND, THE FOUNDATION STEPPED BACK FROM ITS INTERMEDIARY ROLE TO ALLOW DIRECT FUNDING TO AND OVERSIGHT BY THE COLLABORATIVE ORGANIZATIONS.	729,478
4	A BOARD DESIGNATED $2 MILLION SPENDING INITIATIVE OVER 3 YEARS (2023 BEING THE SECOND YEAR). THE PROGRAM PROVIDES GRANTS TO QUALIFYING CHARITABLE ORGANIZATIONS BENEFITTING TARGETED UNDERSERVED COMMUNITIES TO ASSIST WITH FUNDING OF CAPITAL PROJECTS, PRINCIPALLY IN THE NATURE OF REAL ESTATE ACQUISITIONS. IN 2023, THE FOUNDATION FUNDED 6 ORGANIZATIONS AGGREGATING $1,175,000 IN TOTAL. TWO OF THESE GRANTS WERE PARTIALLY CONDITIONAL BASED UPON VARIOUS METRICS/MILESTONES AND COULD REASONABLY BE EXPECTED TO RESULT IN ADDITIONAL FUNDING OF $500,000 IN 2024.	1,175,000

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 arrow

Form 990-PF (2023)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

73,319,783

Average of monthly cash balances.......................

3,238,357

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

76,558,140

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

76,558,140

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

1,148,372

Net value of noncharitable-use assets. Subtract line 4 from line 3. ............

75,409,768

Minimum investment return. Enter 5% (0.05) of line 5................

3,770,488

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.)

Minimum investment return from Part IX, line 6..................

3,770,488

Tax on investment income for 2022 from Part V, line 5.......

26,763

Income tax for 2022. (This does not include the tax from Part V.) ...

2,810

Add lines 2a and 2b............................

29,573

Distributable amount before adjustments. Subtract line 2c from line 1............

3,740,915

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

3,740,915

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

3,740,915

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

8,776,504

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......

8,776,504

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					3,740,915
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......	2,455,028
b From 2019......	5,898,819
c From 2020......	1,738,704
d From 2021......	1,445,662
e From 2022......	2,916,220
f Total of lines 3a through e ........		14,454,433
4Qualifying distributions for 2023 from Part
XI, line 4: $ 8,776,504
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)........		List of Attached Documents: // Content 2,005,909
d Applied to 2023 distributable amount.....					3,740,915
e Remaining amount distributed out of corpus		3,029,680
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		19,490,022
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) .......		2,005,909
8 Excess distributions carryover from 2018 not applied on line 5 or line 7 (see instructions) ...		449,119
9 Excess distributions carryover to 2024. Subtract lines 7 and 8 from line 6a ......		17,034,994
10 Analysis of line 9:
a Excess from 2019....	5,898,819
b Excess from 2020....	1,738,704
c Excess from 2021....	1,445,662
d Excess from 2022....	2,916,220
e Excess from 2023....	5,035,589

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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 (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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AGING & LONG-TERM CARE OF EASTERN WA 1222 N POST STREET SPOKANE,WA99201	N/A	GOV	RURAL AGING	230,000
AMERICAN INDEPENDENT BUSINESS ALLIANCE PO BOX 6601 CINCINNATI,OH452069998	N/A	PC	EQUITABLE ECONOMIES	6,000
AMERICAN INDIAN COMMUNITY CENTER 1025 WEST INDIANA AVENUE SPOKANE,WA99205	FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE	PC	CAPITAL CAMPAIGN PROJECT, TECH	105,000
AMERICAN RED CROSS - SPOKANE 315 W NORA AVE SPOKANE,WA99205	N/A	PC	SUPPORT OF WILDFIRE FIGHTING	400
ASIANS FOR COLLECTIVE LIBERATION SPOKANE 25 W MAIN AVESTE 310 SPOKANE,WA99201	N/A	PC	TECH ASSISTANCE	14,000
BOYS AND GIRLS CLUBS OF SNOHOMISH COUNTY 8223 BROADWAY STE 100 EVERETT,WA98203	N/A	PC	TO PROMOTE IMPROVED HEALTH	15,000
CARL MAXEY CENTER 1312 N MONROE STREET NO 148 SPOKANE,WA99201	N/A	PC	TO PROMOTE IMPROVED HEALTH	40,000
CATHOLIC CHARITIES SPOKANE 12 E 5TH AVE SPOKANE,WA99202	N/A	PC	PURCHASE OF DEFIBRILLATORS	4,725
COMMUNITY-MINDED ENTERPRISES PO BOX 48150 SPOKANE,WA99228	N/A	PC	FAMILY PRESERVATION	50,000
COMPASSIONATE ADDICTION TREATMENT 168 S DIVISION ST SPOKANE,WA99202	N/A	PC	EQUITABLE ECONOMIES	11,020
FAMILY IMPACT NETWORK PO BOX 183 SPOKANE,WA99210	FOUNDATION IS A MEMBER	PC	FAMILY PRESERVATION	250,000
FEAST COLLECTIVE 1321 W 3RD AVE SPOKANE,WA99201	N/A	PC	TO PROMOTE IMPROVED HEALTH	15,000
FRIENDS OF KSPS 3911 S REGAL ST SPOKANE,WA99223	FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE	PC	MATCH EMPLOYEE CONTRIBUTION	240
FRONTIER BEHAVIORAL HEALTH 107 S DIVISION SPOKANE,WA99202	N/A	PC	FBO EVERGREEN CLUB, IN MEMORY OF JEFF THOMAS	5,000
FYRE 23 ASH ST S OMAK,WA98841	N/A	PC	SUPPORT GENERAL OPERATIONS	20,000
HEALTH AND JUSTICE RECOVERY ALLIANCE 3013 N MARGUERITE RD MILLWOOD,WA99212	N/A	PC	HEALING FAMILIES, HOMELESSNESS, TECH ASSISTANCE	579,551
KALISPEL TRIBE OF INDIANS 1981 N LECLERC USK,WA99180	FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE	GOV	SUPPORT ELDER HEALTH COACHING	75,000
LATINOS EN SPOKANE 1502 N MONROE ST SPOKANE,WA99201	N/A	PC	TO PROMOTE IMPROVED HEALTH	238,653
LIFE SERVICES OF SPOKANE 2659 N ASH SPOKANE,WA99205	N/A	PC	MATCH EMPLOYEE CONTRIBUTION	200
MHA SPEAKOUT SPEAKUP 418 E PACIFIC AVE STE 102 SPOKANE,WA99202	N/A	PC	TECH ASSISTANCE	25,000
METHOW FIELD INSTITUTE MVIC 210 5TH AVE TWISP,WA98856	N/A	PC	GENERAL DONATION	2,000
MUJERES IN ACTION (MIA) 318 E ROWAN STE 208 SPOKANE,WA99207	N/A	PC	CAPITAL CAMPAIGN PROJECT	50,000
NATIVE PROJECT INC 1803 W MAXWELL AVE SPOKANE,WA99201	N/A	PC	SUPPORT CAPITAL PROJECT	300,000
NEW DEVELOPED NATIONS 5523 E COMMERCE AVE SPOKANE,WA99212	N/A	PC	HEALING FAMILIES	61,000
NEW HOPE RESOURCE CENTER 4211 E COLBERT RD COLBERT,WA99005	N/A	PC	PRIMARY CARE AND MED CARE COORDINATION SERVICES	15,000
NEWPORT HOSP & HEALTH SVCS FOUNDATION 714 W PINE STREET NEWPORT,WA99156	FOUNDATION DIRECTOR AFFILIAT	PC	TO PROMOTE IMPROVED HEALTH	150,039
NORTHEAST YOUTH AND FAMILY SERVICES 19 E QUEEN AVE SPOKANE,WA99207	N/A	PC	TECH ASSISTANCE	20,000
PACIFIC KEEP CHURCH PO BOX 48422 SPOKANE,WA99228	N/A	PC	EMPLOYEE MATCHING	400
PEACE AND JUSTICE ACTION LEAGUE SPOKANE 35 W MAIN AVE STE 120M SPOKANE,WA99201	N/A	PC	EMPLOYEE MATCHING	100
PHILANTHROPY NORTHWEST 600 UNIVERSITY ST STE 1725 SEATTLE,WA98101	N/A	PC	TO PROMOTE IMPROVED HEALTH	5,000
RAZE DEVELOPMENT INC 2015 N MONROE ST SPOKANE,WA99205	N/A	PC	IMPROVE HEALTH, TECH ASSISTANCE	452,000
RISING RIVER MEDIA 16621 EAST INDIANA AVE F-101 SPOKANE VALLEY,WA99016	N/A	PC	GENERAL OPERATIONS	2,000
RURAL RESOURCES COMMUNITY ACTION 956 S MAIN STREET SUITE A COLVILLE,WA99114	FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE	PC	GENERAL PROGRAMS	310,000
SALISH SCHOOL OF SPOKANE PO BOX 10271 SPOKANE,WA99209	N/A	PC	NEW BUILDING PAYOFF, TECH ASSISTANCE	290,000
SPECTRUM 1514 N MONROE ST SPOKANE,WA99201	N/A	PC	HEALING FAMILIES, FAMILY PRESERVATION, TECH ASSISTANCE	137,000
SPOKANE ARTS FUND PO BOX 978 SPOKANE,WA99210	N/A	PC	SUPPORT ARTISTS	11,700
SPOKANE LANGUAGE HOUSE 6523 N JEFFERSON ST SPOKANE,WA99208	N/A	PC	HOSTING OF WASHINGTON SCHOOL RETREAT	2,500
SPOKANE NAACP BRANCH #1137 25 W MAIN AVE STE 239 SPOKANE,WA99201	N/A	PC	SUPPORT HIRING CONSULTANT	30,000
SPOKANE TRIBAL NETWORK PO BOX 390 WELLPINIT,WA99040	N/A	PC	SUPPORT PREGNANCY, TECH ASSISTANCE	31,000
TERRAIN PROGRAMS 304 W PACIFIC AVE 210 SPOKANE,WA99201	N/A	PC	SUPPORT WEBSITE REDEVELOPMENT	17,000
THE LANDS COUNCIL 25 W MAIN AVE STE 222 SPOKANE,WA99201	N/A	PC	SUPPORT LEGISLATIVE SUMMIT	8,000
THE SHADES OF MOTHERHOOD NETWORK 3319 EAST CONGRESS AVE SPOKANE,WA99223	N/A	PC	COMMUNITY ADVISORY COMMITTEE GRANT	6,000
THRIVE INTERNATIONAL 110 E 4TH AVE SPOKANE,WA99202	N/A	PC	SUPPORT THE MAHIMA PROJECT	30,000
UNION GOSPEL MISSION 1224 E TRENT AVE SPOKANE,WA99202	N/A	PC	MATCH EMPLOYEE CONTRIBUTION	360
VETS GARAGE PO BOX 3551 SPOKANE,WA99202	N/A	PC	TECH ASSISTANCE	6,000
WA STATE UNIVERSITY PULLMAN 220 FRENCH ADMINISTRATION BLDG PULLMAN,WA99164	FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE	GOV	SUPPORT INDIGENOUS PROGRAMMING	15,000
WSU OFFICE OF THE CONTROLLER PO BOX 641025 PULLMAN,WA99164	FORMER BOARD MEMBER	PC	COLLEGE OF PHARMACY COLLABORATION MEDICATION OPTIMIZATION PROJECT 2023	54,108
YOUTH EMERGENCY SERVICES OF PEND OREILLE COUNTY 229 NORTH CALISPEL AVE NEWPORT,WA99156	N/A	PC	HONOR OF COMMUNITY ADVISORY COMMITTEE	6,000
Total ................................. 3a				3,696,996

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
aSTATE & AGENCY CONTRACTS					5,473,641
bAGREEMENTS WITH AFFILIATES					345,367
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	100,213
4 Dividends and interest from securities ....			14	1,104,915
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....			16	-90,392
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	305,841	18	768,214
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aCOMPANY MANAGEMENT FEES					10,927
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		305,841		1,882,950	5,829,935

13Total. Add line 12, columns (b), (d), and (e)..................

8,018,726

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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 (2023)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

Yes

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

Yes

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	248,061	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 $240,896) AND ALSO REIMBURSED THE ORGANIZATION FOR CERTAIN COSTS PAID BY THE ORGANIZATION ($7,165).
1b(3)	1,279	EMPIRE HEALTH COMMUNITY ADVOCACY FUND (501C4)	THE DISREGARDED ENTITY, PHILANTHROPY CENTER LLC, LEASED SPACE TO THE C4 ORGANIZATION

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2023)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2023

Name of the organization

EMPIRE HEALTH FOUNDATION

Employer identification number

26-3375286

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 EMPIRE HEALTH FOUNDATION

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	MARGARET A CARGILL FOUNDATION 6889 ROWLAND ROAD EDEN PRAIRIE, MN55344	$ 1,500,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	SEATTLE FOUNDATION 1601 FIFTH AVENUE SUITE 1900 SEATTLE, WA98101	$ 500,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
3	BALLMER GIVING LLC 10400 NE 4TH ST STE 3000 BELLEVUE, WA98004	$ 300,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
4	US TREASURY-EMPLOYEE RETENTION CREDIT 324 25TH ST OGDEN, UT84401	$ 198,846	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 3

Name of organization EMPIRE HEALTH FOUNDATION		Employer identification number 26-3375286

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2023)

Schedule B (Form 990) (2023)

Page 4


Name of organization EMPIRE HEALTH FOUNDATION			Employer identification number 26-3375286
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:

- TIN:

TY 2023 AccountingFeesSchedule

Name:

EMPIRE HEALTH FOUNDATION

EIN:

26-3375286

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	77,201	0	0	77,201

- TIN:

TY 2023 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.

- TIN:

TY 2023 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.

- TIN:

TY 2023 InvestmentsCorpBondsSchedule

Name:

EMPIRE HEALTH FOUNDATION

EIN:

26-3375286

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC	83,500	83,500
ABBVIE INC	73,677	73,677
AIR LEASE CORP	87,230	87,230
AIR LEASE CORP	25,656	25,656
AIR LEASE CORP	71,836	71,836
AMAZON.COM INC	45,019	45,019
AMAZON.COM INC	40,517	40,517
AMERICAN EXPRESS CO	25,503	25,503
AMERICAN HONDA FINANCE	12,564	12,564
AMERICAN HONDA FINANCE	17,799	17,799
AUTOZONE INC	19,890	19,890
AUTOZONE INC	64,643	64,643
BANK OF AMERICA CORP	70,194	70,194
BANK OF AMERICA CORP	22,899	22,899
BANK OF AMERICA CORP	66,239	66,239
BANK OF MONTREAL	84,763	84,763
BANK OF NY MELLON CORP	76,304	76,304
BANK OF NY MELLON CORP	66,766	66,766
BHP BILLITON FIN USA LTD	25,693	25,693
BHP BILLITON FIN USA LTD	66,803	66,803
BLACKROCK INC	20,899	20,899
CAPITAL ONE FINANCIAL CO	70,015	70,015
CAPITAL ONE FINANCIAL CO	25,646	25,646
CHARLES SCHWAB CORP	75,688	75,688
CHARLES SCHWAB CORP	22,261	22,261
CHARLES SCHWAB CORP	66,784	66,784
CHURCH & DWIGHT CO INC	19,153	19,153
CIGNA CORP	48,203	48,203
CIGNA CORP	12,050	12,050
CIGNA CORP	42,641	42,641
CITIGROUP INC	85,803	85,803
CITIGROUP INC	28,601	28,601
CITIGROUP INC	128,705	128,705
COMCAST CORP	79,866	79,866
COMCAST CORP	20,104	20,104
COMCAST CORP	71,369	71,369
CVS HEALTH CORP	70,816	70,816
CVS HEALTH CORP	21,552	21,552
CVS HEALTH CORP	67,737	67,737
D.R. HORTON INC	48,974	48,974
DTE ENERGY CO	83,915	83,915
DUKE ENERGY CORP	80,659	80,659
DUKE ENERGY CORP	25,621	25,621
DUPONT DE NEMOURS INC	23,849	23,849
ELECTRONIC ARTS INC	105,183	105,183
ENBRIDGE INC	23,919	23,919
ENBRIDGE INC	74,628	74,628
ENERGY TRANSFER LP	79,378	79,378
ENERGY TRANSFER LP	70,536	70,536
ENERGY TRANSFER LP	24,805	24,805
ENERGY TRANSFER LP	24,214	24,214
ENERGY TRANSFER LP	69,455	69,455
ENERGY TRANSFER LP	67,378	67,378
FLORIDA POWER & LIGHT CO	93,182	93,182
FLORIDA POWER & LIGHT CO	24,047	24,047
GENERAL MOTORS FINL CO	9,836	9,836
GENERAL MOTORS FINL CO	17,745	17,745
HCA INC	100,510	100,510
HP ENTERPRISE CO	35,874	35,874
HP ENTERPRISE CO	30,891	30,891
JOHN DEERE CAPITAL CORP	66,619	66,619
JPMORGAN CHASE & CO	46,988	46,988
JPMORGAN CHASE & CO	52,459	52,459
JPMORGAN CHASE & CO	8,865	8,865
JPMORGAN CHASE & CO	10,686	10,686
JPMORGAN CHASE & CO	56,741	56,741
JPMORGAN CHASE & CO	63,145	63,145
MAGNA INTERNATIONAL INC	24,759	24,759
MOODY'S CORPORATION	68,172	68,172
MORGAN STANLEY	68,057	68,057
MORGAN STANLEY	23,334	23,334
MORGAN STANLEY	63,196	63,196
NATIONAL RURAL UTIL COOP	69,488	69,488
PAYPAL HOLDINGS INC	87,008	87,008
PFIZER INVESTMENT ENTER	59,010	59,010
PFIZER INVESTMENT ENTER	25,004	25,004
PFIZER INVESTMENT ENTER	57,009	57,009
PNC FINANCIAL SERVICES	69,549	69,549
PNC FINANCIAL SERVICES	24,839	24,839
PNC FINANCIAL SERVICES	64,582	64,582
PUBLIC SERVICE ENTERPRIS	68,214	68,214
PUBLIC SERVICE ENTERPRIS	26,236	26,236
PUBLIC SERVICE ENTERPRIS	68,214	68,214
PUBLIC STORAGE	75,871	75,871
PUBLIC STORAGE	22,484	22,484
PUBLIC STORAGE	66,945	66,945
SOUTHERN CAL EDISON	23,982	23,982
SOUTHERN CAL EDISON	67,776	67,776
SOUTHWEST AIRLINES CO	65,299	65,299
SUMITOMO MITSUI FINL GRP	80,592	80,592
SUMITOMO MITSUI FINL GRP	23,703	23,703
SUMITOMO MITSUI FINL GRP	70,162	70,162
TOYOTA MOTOR CREDIT CORP	79,878	79,878
TOYOTA MOTOR CREDIT CORP	8,127	8,127
TOYOTA MOTOR CREDIT CORP	44,309	44,309
TOYOTA MOTOR CREDIT CORP	12,190	12,190
TRUIST FINANCIAL CORP	24,430	24,430
TRUIST FINANCIAL CORP	73,291	73,291
US BANCORP	66,572	66,572
VALERO ENERGY CORP	98,978	98,978
VALERO ENERGY CORP	24,744	24,744
VALERO ENERGY CORP	89,080	89,080
VERISK ANALYTICS INC	78,949	78,949
WARNERMEDIA HOLDINGS INC	22,871	22,871
WARNERMEDIA HOLDINGS INC	68,614	68,614
WEC ENERGY GROUP INC	84,107	84,107
WEC ENERGY GROUP INC	24,737	24,737
WILLIAMS COMPANIES INC	67,477	67,477
XCEL ENERGY INC	19,524	19,524

- TIN:

TY 2023 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	147,412	147,412
ALPHABET INC CLASS C	78,920	78,920
ALPHABET INC CLASS C	232,534	232,534
AMAZON.COM INC	158,777	158,777
AMAZON.COM INC	80,528	80,528
AMAZON.COM INC	245,383	245,383
AMEREN CORP	46,369	46,369
AMEREN CORP	24,233	24,233
AMEREN CORP	73,063	73,063
AON PLC	56,166	56,166
AON PLC	19,207	19,207
AON PLC	36,377	36,377
APPLE INC	229,303	229,303
APPLE INC	118,405	118,405
APPLE INC	353,292	353,292
ASHTEAD GROUP	56,690	56,690
ASHTEAD GROUP	18,780	18,780
ASHTEAD GROUP	37,213	37,213
ASM INTERNATIONAL NV	32,196	32,196
ASM INTERNATIONAL NV	11,424	11,424
ASM INTERNATIONAL NV	18,175	18,175
ASML HOLDING	94,159	94,159
ASML HOLDING	32,390	32,390
ASML HOLDING	61,768	61,768
AUTOZONE INC	51,712	51,712
AUTOZONE INC	15,513	15,513
AUTOZONE INC	33,612	33,612
AVANTOR INC	42,714	42,714
AVANTOR INC	14,382	14,382
BATH & BODY WORKS INC	22,659	22,659
BATH & BODY WORKS INC	7,337	7,337
BATH & BODY WORKS INC	14,501	14,501
AVANTOR INC	24,154	24,154
BANK OF AMERICA CORP	129,966	129,966
BANK OF AMERICA CORP	44,276	44,276
BANK OF AMERICA CORP	82,188	82,188
BJ'S WHOLESALE CLUB HOLDIN	28,330	28,330
BJ'S WHOLESALE CLUB HOLDIN	16,798	16,798
BJ'S WHOLESALE CLUB HOLDIN	50,128	50,128
BLACKSTONE INC	59,568	59,568
BLACKSTONE INC	20,947	20,947
BLACKSTONE INC	37,966	37,966
BOOZ ALLEN HAMILTON HLDGS	21,872	21,872
BOOZ ALLEN HAMILTON HLDGS	13,558	13,558
BOOZ ALLEN HAMILTON HLDGS	38,628	38,628
BROOKFIELD ASSET MANAGEMEN	29,207	29,207
BROOKFIELD ASSET MANAGEMEN	15,245	15,245
BROOKFIELD ASSET MANAGEMEN	46,138	46,138
CANADIAN PACIFIC RAILWAY L	54,523	54,523
CANADIAN PACIFIC RAILWAY L	27,777	27,777
CANADIAN PACIFIC RAILWAY L	85,316	85,316
CARLISLE COS	51,550	51,550
CARLISLE COS	18,433	18,433
CARLISLE COS	29,368	29,368
CDW CORP/DE	47,282	47,282
CDW CORP/DE	16,821	16,821
CDW CORP/DE	26,823	26,823
CENCORA INC	82,768	82,768
CENCORA INC	43,129	43,129
CENCORA INC	128,362	128,362
CHAMPIONX CORP	9,055	9,055
CHAMPIONX CORP	25,675	25,675
CHAMPIONX CORP	14,517	14,517
CLEAN HARBORS INC	45,372	45,372
CLEAN HARBORS INC	15,531	15,531
CLEAN HARBORS INC	25,652	25,652
CONOCOPHILLIPS	85,891	85,891
CONOCOPHILLIPS	28,437	28,437
CONOCOPHILLIPS	54,204	54,204
CONSTELLATION SOFTWARE	17,408	17,408
CONSTELLATION SOFTWARE	7,460	7,460
CONSTELLATION SOFTWARE	27,356	27,356
COOPER COS INC	48,440	48,440
COOPER COS INC	17,029	17,029
COOPER COS INC	27,247	27,247
COPART INC	111,230	111,230
COPART INC	37,240	37,240
COPART INC	70,168	70,168
COSTCO WHSL CORP NEW	44,885	44,885
COSTCO WHSL CORP NEW	23,762	23,762
COSTCO WHSL CORP NEW	69,968	69,968
CRH PLC	15,215	15,215
CRH PLC	8,990	8,990
CRH PLC	22,822	22,822
DANAHER CORP	95,312	95,312
DANAHER CORP	30,305	30,305
DANAHER CORP	57,835	57,835
DOLLARAMA INC	31,299	31,299
DOLLARAMA INC	19,661	19,661
DOLLARAMA INC	55,298	55,298
EATON CORP PLC	44,070	44,070
EATON CORP PLC	24,082	24,082
EATON CORP PLC	67,429	67,429
EQUIFAX INC	59,844	59,844
EQUIFAX INC	21,019	21,019
EQUIFAX INC	33,878	33,878
EXPEDIA GROUP INC	56,617	56,617
EXPEDIA GROUP INC	19,580	19,580
EXPEDIA GROUP INC	32,027	32,027
GARTNER INC CL A	93,379	93,379
GARTNER INC CL A	30,224	30,224
GARTNER INC CL A	60,448	60,448
HEALTH CARE SELECT SPDR	77,054	77,054
HEALTH CARE SELECT SPDR	27,276	27,276
HEALTH CARE SELECT SPDR	50,596	50,596
HILTON WORLDWIDE HOLDINGS	85,582	85,582
HILTON WORLDWIDE HOLDINGS	29,134	29,134
HILTON WORLDWIDE HOLDINGS	54,809	54,809
HOWMET AEROSPACE INC	108,240	108,240
HOWMET AEROSPACE INC	36,531	36,531
HOWMET AEROSPACE INC	69,760	69,760
INTERCONTINENTAL EXCHG INC	125,219	125,219
INTERCONTINENTAL EXCHG INC	39,813	39,813
INTERCONTINENTAL EXCHG INC	80,268	80,268
IQVIA HOLDINGS INC	101,807	101,807
IQVIA HOLDINGS INC	35,863	35,863
IQVIA HOLDINGS INC	64,323	64,323
ISHARES CHINA LRGE-CAP ETF	12,015	12,015
ISHARES CHINA LRGE-CAP ETF	37,847	37,847
ISHARES CHINA LRGE-CAP ETF	24,222	24,222
JPMORGAN CHASE & CO	134,379	134,379
JPMORGAN CHASE & CO	46,777	46,777
JPMORGAN CHASE & CO	87,091	87,091
KEYSIGHT TECHNOLOGIES INC	46,613	46,613
KEYSIGHT TECHNOLOGIES INC	16,068	16,068
KEYSIGHT TECHNOLOGIES INC	26,408	26,408
LINCOLN ELEC HLDG	30,444	30,444
LINCOLN ELEC HLDG	11,090	11,090
LINCOLN ELEC HLDG	17,179	17,179
LIVE NATION ENTERTMNT INC	8,892	8,892
LIVE NATION ENTERTMNT INC	25,365	25,365
LIVE NATION ENTERTMNT INC	14,414	14,414
LOWES COS INC	71,216	71,216
LOWES COS INC	22,255	22,255
LOWES COS INC	45,177	45,177
MANHATTAN ASSOCIATES INC	31,652	31,652
MANHATTAN ASSOCIATES INC	10,981	10,981
MANHATTAN ASSOCIATES INC	17,871	17,871
MARVELL TECHNOLOGY INC	78,403	78,403
MARVELL TECHNOLOGY INC	25,330	25,330
MARVELL TECHNOLOGY INC	50,298	50,298
MEDPACE HOLDINGS	31,266	31,266
MEDPACE HOLDINGS	11,035	11,035
MEDPACE HOLDINGS	17,778	17,778
MERCADOLIBRE INC	61,290	61,290
MERCADOLIBRE INC	23,573	23,573
MERCADOLIBRE INC	42,431	42,431
META PLATFORMS INC	146,539	146,539
META PLATFORMS INC	47,430	47,430
META PLATFORMS INC	94,861	94,861
MICROSOFT CORP	442,599	442,599
MICROSOFT CORP	145,151	145,151
MICROSOFT CORP	286,542	286,542
MORGAN STANLEY GRP INC	218,671	218,671
MOTOROLA SOLUTIONS INC	121,478	121,478
MOTOROLA SOLUTIONS INC	39,449	39,449
MOTOROLA SOLUTIONS INC	77,959	77,959
NASDAQ INC.	19,302	19,302
NASDAQ INC.	11,918	11,918
NASDAQ INC.	34,070	34,070
NEXTERA ENERGY INC	63,777	63,777
NEXTERA ENERGY INC	20,651	20,651
NEXTERA ENERGY INC	40,331	40,331
NICE LTD ADR	28,330	28,330
NICE LTD ADR	17,556	17,556
NICE LTD ADR	49,877	49,877
NORTHROP GRUMMAN CORP	45,409	45,409
NORTHROP GRUMMAN CORP	24,811	24,811
NORTHROP GRUMMAN CORP	50,090	50,090
NVIDIA CORP	160,946	160,946
NVIDIA CORP	54,474	54,474
NVIDIA CORP	101,520	101,520
ORACLE CORP	121,244	121,244
ORACLE CORP	41,117	41,117
ORACLE CORP	77,807	77,807
PIONEER NATURAL RESOURCES	49,473	49,473
PIONEER NATURAL RESOURCES	17,990	17,990
PIONEER NATURAL RESOURCES	34,856	34,856
POOL CORP	29,903	29,903
POOL CORP	10,366	10,366
POOL CORP	16,745	16,745
PROLOGIS INC	35,324	35,324
PROLOGIS INC	111,305	111,305
PROLOGIS INC	70,649	70,649
RYAN SPECIALTY HOLDNGS INC	16,820	16,820
RYAN SPECIALTY HOLDNGS INC	5,592	5,592
RYAN SPECIALTY HOLDNGS INC	9,507	9,507
S&P GLOBAL INC.	93,390	93,390
S&P GLOBAL INC.	30,836	30,836
S&P GLOBAL INC.	60,351	60,351
SAIA INC COM	32,866	32,866
SAIA INC COM	11,393	11,393
SAIA INC COM	18,405	18,405
SCHLUMBERGER LTD	65,050	65,050
SCHLUMBERGER LTD	30,963	30,963
SCHLUMBERGER LTD	98,876	98,876
SERVICENOW INC	57,932	57,932
SERVICENOW INC	19,075	19,075
SERVICENOW INC	37,443	37,443
SHERWIN-WILLIAMS CO	87,332	87,332
SHERWIN-WILLIAMS CO	29,630	29,630
SHERWIN-WILLIAMS CO	55,830	55,830
SMITH A O CORP	23,248	23,248
SMITH A O CORP	8,244	8,244
SMITH A O CORP	13,190	13,190
STERIS PLC	30,119	30,119
STERIS PLC	18,467	18,467
STERIS PLC	53,203	53,203
TAKE-2 INTERACTIVE	100,593	100,593
TAKE-2 INTERACTIVE	33,799	33,799
TAKE-2 INTERACTIVE	64,862	64,862
TELEFLEX INC	23,437	23,437
TELEFLEX INC	8,477	8,477
TELEFLEX INC	13,215	13,215
THERMO FISHER SCIENTIFIC	95,542	95,542
THERMO FISHER SCIENTIFIC	31,847	31,847
THERMO FISHER SCIENTIFIC	60,510	60,510
TRADEWEB MARKETS INC	44,622	44,622
TRADEWEB MARKETS INC	15,540	15,540
TRADEWEB MARKETS INC	25,264	25,264
TRANSUNION	111,653	111,653
TRANSUNION	36,072	36,072
TRANSUNION	71,183	71,183
ULTA BEAUTY INC	45,569	45,569
ULTA BEAUTY INC	15,679	15,679
ULTA BEAUTY INC	25,479	25,479
UNITEDHEALTH GROUP INC	175,840	175,840
UNITEDHEALTH GROUP INC	59,491	59,491
UNITEDHEALTH GROUP INC	114,243	114,243
US FOODS HOLDING CORP	52,403	52,403
US FOODS HOLDING CORP	18,073	18,073
US FOODS HOLDING CORP	29,652	29,652
VISA INC	253,841	253,841
VISA INC	83,312	83,312
VISA INC	160,375	160,375
VULCAN MATERIALS	65,832	65,832
VULCAN MATERIALS	23,836	23,836
VULCAN MATERIALS	41,769	41,769
WALMART INC	90,648	90,648
WALMART INC	31,530	31,530
WALMART INC	59,434	59,434
WEX INC	35,797	35,797
WEX INC	12,062	12,062
WEX INC	20,233	20,233
WILLSCOT MOBILE MINI HOLDI	49,350	49,350
WILLSCOT MOBILE MINI HOLDI	17,177	17,177
WILLSCOT MOBILE MINI HOLDI	27,901	27,901

- TIN:

TY 2023 InvestmentsGovtObligationsSch

Name:

EMPIRE HEALTH FOUNDATION

EIN:

26-3375286

US Government Securities - End of Year Book Value:

US Government Securities - End of Year Fair Market Value:

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

10,359,878

State & Local Government Securities - End of Year Fair Market Value:

10,359,878

- TIN:

TY 2023 InvestmentsOtherSchedule2

Name:

EMPIRE HEALTH FOUNDATION

EIN:

26-3375286

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
5TH AVE PRIV EQUITY 12	FMV	369,639	369,639
5TH AVE PRIV EQUITY 14 T2	FMV	4,929,695	4,929,695
5TH AVE PRIV EQUITY 16 T1	FMV	640,982	640,982
5TH AVE REAL ASSETS 3 T1	FMV	247,149	247,149
BESSEMER SWEEP PROGRAM (8M1494)	FMV	726,074	726,074
BESSEMER SWEEP PROGRAM (8M3626)	FMV	21,937	21,937
BESSEMER SWEEP PROGRAM (8M3627)	FMV	67,737	67,737
BESSEMER SWEEP PROGRAM (8M6468)	FMV	699,918	699,918
BESSEMER SWEEP PROGRAM (8M6470)	FMV	16,620	16,620
FED HERMES GOV OBL FD 117 (8M1493)	FMV	470,135	470,135
INVESCO TREASURY PF INSTL	FMV	1,061,410	1,061,410
OW CREDIT INCOME FUND	FMV	433,883	433,883
OW CREDIT INCOME FUND	FMV	1,485,109	1,485,109
OW CREDIT INCOME FUND	FMV	1,001,959	1,001,959
OW LARGE CAP STRATEGIES FD	FMV	3,963,990	3,963,990
OW LARGE CAP STRATEGIES FD	FMV	11,908,396	11,908,396
OW LARGE CAP STRATEGIES FD	FMV	9,747,269	9,747,269
OW SMALL & MIDCAP STRAT FD	FMV	3,590,319	3,590,319
OW SMALL & MIDCAP STRAT FD	FMV	3,899,600	3,899,600
OW SMALL & MIDCAP STRAT FD	FMV	1,197,393	1,197,393
PERRITT FUNDS	FMV	186,549	186,549

- TIN:

TY 2023 LegalFeesSchedule

Name:

EMPIRE HEALTH FOUNDATION

EIN:

26-3375286

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL EXPENSES	44,344	0	15,015	42,240
LEGAL FEES	125	125		0

- TIN:

TY 2023 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	150,653	263,585	263,585
BENEFICIAL INTERESTS IN TRUSTS	235,687	259,567	259,567
NOTE RECEIVABLE FROM J AULD APTS. LLC	530,000	530,000	530,000
NOTE RECEIVABLE FAMILY IMPACT NETWORK	150,000	0	0
MEMBER EQUITY EHF JAM MM LLC	1,856	693	693
RIGHT OF USE LEASE ASSET	0	23,853	23,853

- TIN:

TY 2023 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	23,241	0	0	27,616
INSURANCE	206,838	0	13,268	112,777
PROGRAM DIRECT SERVICES & EXPENSES	5,257,729	0	5,250,991	6,738
SPONSORSHIPS, PRINT & MEDIA	104,694	0	0	104,694
OFFICE EXPENSE	17,852	0	0	15,336
REPAIRS AND MAINTENANCE	2,046	0	0	2,046
WORKER'S COMPENSATION FEES	13,265	0	0	21,397
ANNUITY PAYMENTS MADE	19,145	0	0	74,145
SOFTWARE TECH & LICENSES	75,337	0	1,429	74,792
BANK & CREDIT CARD FEES	781	0	0	761
PRINT MEDIA MARKETING	4,245	0	0	4,245
EQUIPMENT LEASE/RENTAL	6,275	6,275	0	0
COMPUTERS & EQUIPMENT <$5K	13,730	0	0	13,857
OFFICE EXPENSE	8,223	8,223		0
REPAIRS & MAINTENANCE	19,157	19,157		0
REPAIRS & MAINTENANCE MAJOR	6,850	6,850		0
GENERAL BUILDING SUPPLIES	58	58		0
BREAKROOM SUPPLIES	5,969	5,969		0
DUES AND LICENSE	683	683		0
BANK AND CREDIT CARD FEES	95	95		0
SECURITY AND ALARM MONITORING	14,647	14,647		0
JANITORIAL	39,037	39,037		0
SUSPENSE	8	8		0
INSURANCE	5,604	5,604		0
DUES AND LICENSE	202	202		0
BANK AND CREDIT CARD FEES	25	25		0
REPAIRS & MAINTENANCE	605	605		0

- TIN:

TY 2023 OtherIncomeSchedule2

Name:

EMPIRE HEALTH FOUNDATION

EIN:

26-3375286

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
OTHER INCOME - K-1		14,689
STATE & AGENCY CONTRACTS	5,473,641		5,473,641
AGREEMENTS WITH AFFILIATES	345,367		345,367
COMPANY MANAGEMENT FEES	10,927		10,927

- TIN:

TY 2023 OtherIncreasesSchedule

Name:

EMPIRE HEALTH FOUNDATION

EIN:

26-3375286

Description	Amount
UNREALIZED GAIN ON SECURITIES	7,611,180

- TIN:

TY 2023 OtherLiabilitiesSchedule

Name:

EMPIRE HEALTH FOUNDATION

EIN:

26-3375286

Description	Beginning of Year - Book Value	End of Year - Book Value
WORKERS COMPENSATION PAYABLE	59,000	45,000

- TIN:

TY 2023 OtherProfessionalFeesSchedule

Name:

EMPIRE HEALTH FOUNDATION

EIN:

26-3375286

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES	1,227,120	328,955	69,748	901,383

- TIN:

TY 2023 TaxesSchedule

Name:

EMPIRE HEALTH FOUNDATION

EIN:

26-3375286

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAXES AND LICENSES	33,856	136	3,777	996
TAXES - PHILANTHROPY CENTER	486	486		0
TAXES - SUNSET HEALTH	9,484	9,484		0