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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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) 499-1094
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$87,842,108J 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) 250,000
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,415,861 1,420,953  
5a Gross rents............ 224,169 224,169  
b Net rental income or (loss) -114,010
6a Net gain or (loss) from sale of assets not on line 10 4,593,416
b Gross sales price for all assets on line 6a 33,483,059
7 Capital gain net income (from Part IV, line 2)... 4,482,421
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,238,477 1,582 8,238,477
12 Total. Add lines 1 through 11........ 14,721,923 6,129,125 8,238,477
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 357,738 0 0 357,738
14 Other employee salaries and wages...... 1,951,315 0 226,813 1,750,501
15 Pension plans, employee benefits....... 818,321 45 211,998 599,079
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
80,499 0 7,800 66,566
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,939 24,470 0 18,492
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
1,323,455 296,530 975 1,005,359
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
38,932 10,858 4,177 6,872
19 Depreciation (attach schedule) and depletion... 138,406 118,499 118,499
20 Occupancy.............. 320,790 137,827 9,933 173,030
21 Travel, conferences, and meetings....... 288,708 194 0 284,668
22 Printing and publications.......... 4,090 0 0 4,090
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
8,300,904 61,499 7,754,373 496,263
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,675,097 649,922 8,334,568 4,762,658
25 Contributions, gifts, grants paid....... 1,153,806 1,093,037
26 Total expenses and disbursements. Add lines 24 and 25 14,828,903 649,922 8,334,568 5,855,695
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -106,980
b Net investment income (if negative, enter -0-) 5,479,203
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,482,111 912,761 912,761
2 Savings and temporary cash investments......... 5,011 5,021 5,021
3 Accounts receivable right arrow2,000,247
Less: allowance for doubtful accounts right arrow   1,614,823 2,000,247 2,000,247
4 Pledges receivable right arrow198,846
Less: allowance for doubtful accounts right arrow   698,846 198,846 198,846
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 339,904 340,206 340,206
10a Investments—U.S. and state government obligations (attach schedule) 10,359,878 Click to see attachment
List of Attached Documents:
// Content
10,629,761 		10,629,761
b Investments—corporate stock (attach schedule)....... 13,602,235 Click to see attachment
List of Attached Documents:
// Content
14,782,840 		14,782,840
c Investments—corporate bonds (attach schedule)....... 5,696,853 Click to see attachment
List of Attached Documents:
// Content
6,256,980 		6,256,980
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).......... 46,665,763 Click to see attachment
List of Attached Documents:
// Content
48,882,951 		48,882,951
14 Land, buildings, and equipment: basis right arrow4,693,534
Less: accumulated depreciation (attach schedule) right arrow1,985,599 2,780,983 2,707,935 2,707,935
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
1,077,698 		Click to see attachment
List of Attached Documents:
// Content
1,124,560 		Click to see attachment
List of Attached Documents:
// Content
1,124,560
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 84,324,105 87,842,108 87,842,108
Liabilities 17 Accounts payable and accrued expenses.......... 906,795 1,040,947
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
45,000 		Click to see attachment
List of Attached Documents:
// Content
45,000
23 Total liabilities (add lines 17 through 22)......... 964,295 1,085,947
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........... 81,629,588 85,750,805
25 Net assets with donor restrictions............ 1,730,222 1,005,356
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 83,359,810 86,756,161
30 Total liabilities and net assets/fund balances (see instructions). 84,324,105 87,842,108
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
83,359,810
2
Enter amount from Part I, line 27a .....................
2
-106,980
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
3,503,331
4
Add lines 1, 2, and 3 ..........................
4
86,756,161
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
86,756,161
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAIN/LOSS ON PARTNERSHIP INVESTMENTS P    
c CAPITAL GAIN/LOSS ON PARTNERSHIP K-1S P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 33,104,826   28,889,643 4,215,183
b 378,233     378,233
c       -110,995
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       4,215,183
b       378,233
c       -110,995
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 4,482,421
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 76,161
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 76,161
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 76,161
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 26,800
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 26,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 420
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 49,781
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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? Click to see attachment
List of Attached Documents:
// Content
....................
1a
Yes
 
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? 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
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowEMPIREHEALTHFOUNDATION.ORG
14
The books are in care ofright arrowTHOMAS E SMITH Telephone no.right arrow (509) 315-1323

Located atright arrow1020 W RIVERSIDE AVESPOKANEWA ZIP+4right arrow992011100
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
Yes
 
b
If "Yes," did it have excess business holdings in 2024 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 2024.) .....................
3b
 
No
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
Yes
 
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
No
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
THOMAS E SMITH PRESIDENT
35.30 		252,114 61,149 2,970
PO BOX 244
SPOKANE,WA99210
JANAE PERKINS SENIOR FINANCE DIRECTOR
37.10 		67,768 18,172 386
PO BOX 244
SPOKANE,WA99210
LILY ZHANG CHIEF FINANCIAL OFFICER
36.00 		37,856 7,075 190
PO BOX 244
SPOKANE,WA99210
SHARON FAIRCHILD CHAIR
0.50 		0 0 1,060
PO BOX 244
SPOKANE,WA99210
MONICA SIMEON VICE CHAIR
0.50 		0 0 233
PO BOX 244
SPOKANE,WA99210
JENNY SMITH SECRETARY
0.50 		0 0 997
PO BOX 244
SPOKANE,WA99210
REUBEN MAYES TREASURER
0.50 		0 0 0
PO BOX 244
SPOKANE,WA99210
TODD KOYAMA IMMEDIATE PAST CHAIR
0.50 		0 0 0
PO BOX 244
SPOKANE,WA99210
MELS FELTON DIRECTOR (TERM END 2024)
0.50 		0 0 0
PO BOX 244
SPOKANE,WA99210
ANNA FRANKLIN DIRECTOR
0.50 		0 0 0
PO BOX 244
SPOKANE,WA99210
MARGO HILL DIRECTOR
0.50 		0 0 0
PO BOX 244
SPOKANE,WA99210
NICOLE JENKINS-ROSENKRANTZ DIRECTOR
0.50 		0 0 72
PO BOX 244
SPOKANE,WA99210
ANDY LEIJA DIRECTOR
0.50 		0 0 2,120
PO BOX 244
SPOKANE,WA99210
SKYLER LOVE DIRECTOR
0.50 		0 0 0
PO BOX 244
SPOKANE,WA99210
DEAN MARTZ DIRECTOR
0.50 		0 0 190
PO BOX 244
SPOKANE,WA99210
GLORIA OCHOA-BRUCK DIRECTOR
0.50 		0 0 76
PO BOX 244
SPOKANE,WA99210
KIM PEARMAN-GILLMAN DIRECTOR
0.50 		0 0 116
PO BOX 244
SPOKANE,WA99210
SHELLY WYNECOOP DIRECTOR
0.50 		0 0 0
PO BOX 244
SPOKANE,WA99210
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
LAURA MARTIN VICE PRESIDENT OF OP
40.00 		189,538 54,199 900
PO BOX 244
SPOKANE,WA99210
LEROY EADIE VICE PRESIDENT OF PR
40.00 		189,933 33,768 900
PO BOX 244
SPOKANE,WA99210
LACRECIA HILL COMMUNITY ENGAGEMENT
39.80 		111,654 35,038 900
PO BOX 244
SPOKANE,WA99210
JERI RATHBUN PROGRAM OFFICER
40.00 		104,278 39,094 1,520
PO BOX 244
SPOKANE,WA99210
REBECCA JOHNSTON SENIOR HR MANAGER
40.00 		98,939 32,930 967
PO BOX 244
SPOKANE,WA99210
Total number of other employees paid over $50,000...................right arrow 9
Form 990-PF (2024)
Form 990-PF (2024)
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 4,140,007
901 N MONROE ST STE 200
SPOKANE,WA99201
COMPASSIONATE ADDICTION TREATMENT HOMELESS SERVICES 1,479,965
168 S DIVISION ST
SPOKANE,WA99202
JEWELS HELPING HANDS HOMELESS SERVICES 893,286
5128 N JEFFERSON ST
SPOKANE,WA99205
GREATER SPOKANE LOW INCOME HOUSING CONSORTIUM HOMELESS SERVICES 876,250
1703 E PINECREST ROAD
SPOKANE,WA99203
TAK KEI WONG CONSULTING 250,000
2858 SPRUCE ST
SAN DIEGO,CA92104
Total number of others receiving over $50,000 for professional services.............right arrow11
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 CITY OF SPOKANE CONTRACT, DATED JULY 1, 2024 THROUGH JUNE 30, 2025, THE PURPOSE OF WHICH IS TO SET UP A HOUSING NAVIGATION CENTER (HNC). THE HNC, HOUSED AT THE CANNON STREET SHELTER, IS A SPECIALIZED FACILITY DESIGNED TO PROVIDE TEMPORARY HOUSING AND COMPREHENSIVE SUPPORT SERVICES TO THOSE EXPERIENCING HOMELESSNESS. THE FOCUS OF HNC WILL BE ON BOTH PROVIDING IMMEDIATE SHELTER, BUT ALSO CONNECTING RESIDENTS WITH MENTAL HEALTH CARE, ADDICTION TREATMENT, AND HOUSING PLACEMENT SERVICES THROUGH INDIVIDUALIZED CASE MANAGEMENT. THE PROGRAM WAS DESIGNED TO CONNECT PEOPLE LIVING IN THE 2ND AND DIVISION CORRIDOR TO THE SERVICES THEY NEEDED, INCLUDING HOUSING AND TREATMENT. OVERALL, THE PROGRAM SERVED 39 PEOPLE. OF THOSE, 12 WERE EXITED TO CATALYST, 11 EXITED TO REVIVE TRANSITIONAL HOUSING, SEVEN INDIVIDUALS UTILIZED SOBERING SERVICES, TWO EXITED TO EMERGENCY SHELTER, AND THREE HAVE COMPLETED COORDINATED ENTRY ASSESSMENTS AND ARE AWAITING PERMANENT PLACEMENT. 724,877
2 THE ERP/ROW PROGRAM (JULY 1, 2024 THRU JUNE 30, 2025) EXPANDED FROM SOLELY TARGETED STATE OF WASHINGTON RIGHTS OF WAY TO INCLUDE CITY OF SPOKANE IDENTIFIED ENCAMPMENTS ON THEIR PROPERTIES WITHIN THE CITY OF SPOKANE WHICH ALLOWED FOR MORE LOCAL COORDINATION TO TAKE PLACE WITH POSITIVE FEEDBACK FROM THE POLICE AND CODE ENFORCEMENT. THE GOAL OF THE PROJECT THIS YEAR WAS TO IDENTIFY, ENGAGE, PROVIDE TRAUMA-INFORMED ENCAMPMENT CLEANUP, RELOCATE PERSONS TO HOUSING SOLUTIONS FUNDED BY THIS PROJECT OR IN OTHER PARTS OF HOMELESS SYSTEM OR OUTSIDE OF THE SYSTEM. PROVIDERS CONTINUED TO HELP PEOPLE MEET BASIC HYGIENE AND CARE NEEDS AS WELL AS PROVIDE MOVE IN KITS TO SET THEM UP FOR SUCCESS IN THEIR ERP HOUSING SOLUTION AS WELL AS IN PERMANENT HOUSING OPTIONS. BASED ON DATA UP TO MAY 2025, 1,038 PEOPLE WERE SERVED WITH 559 ENROLLMENTS. OF THOSE, 154 WERE IDENTIFIED AS HAVING OBTAINED PERMANENT HOUSING WITH ANOTHER 155 EXITED TO TEMPORARY HOUSING SOLUTIONS WITHIN HOMELESS SERVICE SYSTEM. 7,208,291
3 IN YEAR TWO OF OUR GRANT PROJECT, WE HAVE BEEN PLANNING HOW WE OPERATIONALIZE OUR EQUITY HEALING FRAMEWORK, A CORE DOCUMENT GUIDING OUR COMMUNITY ENGAGEMENT. DURING THIS PLANNING PHASE, WE FOCUSED ON INCORPORATING WHAT WE'VE HEARD FROM COMMUNITY INTO OUR PLANNING PROCESSES AND TRANSLATING LEARNING INTO ACTION. THIS HAS BEEN DONE THROUGH FOUR MAIN ACTIVITIES: 1) THE ADOPTION OF OUR 10-YEAR STRATEGIC DIRECTION, 2) THE DEVELOPMENT OF THE BUILDING CONNECTIONS INITIATIVE, 3) PLANNING FOR THE IMPLEMENTATION OF OUR STRATEGIES IN PARTNERSHIP WITH THE COLLECTIVE ACTION COMMITTEE (CAC), AND 4) THE LAUNCH OF OUR WORKFORCE DEVELOPMENT MODEL TO SUPPORT GRASSROOTS, BY AND FOR NON-PROFITS FROM THE COMMUNITIES WE PRIORITIZE IN ALIGNMENT WITH OUR MISSION AND 10-YEAR STRATEGIC DIRECTION. WE ALSO SUPPORTED THE THOUGHTFUL TRANSITIONING OF OUR PREVIOUS RURAL AGING INITIATIVES, INCLUDING MEDICATION MANAGEMENT AND TRIBAL HEALTH COACHING, IN A WAY THAT STRENGTHENS SUSTAINABILITY OPPORTUNITIES OF OUR PARTNERS 676,016
4 TECHNICAL ASSISTANCE GRANTS WERE PROVIDED TO 31 ORGANIZATIONS IN VARYING AMOUNTS BETWEEN $5,000 AND $41,400 DURING 2024. THIS INITIATIVE WAS DESIGNED TO EMPOWER AND SUPPORT ORGANIZATIONS NEEDS RELATING TO GRANT WRITING, HUMAN RESOURCES, FINANCE, BOARD DEVELOPMENT AND ANY OTHER ACTIVITY THE ORGANIZATIONS HAVE IDENTIFIED AS A PRIORITY. 482,281
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 (2024)
Form 990-PF (2024)
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
79,063,650
b
Average of monthly cash balances.......................
1b
4,433,285
c
Fair market value of all other assets (see instructions)................
1c
5,866,489
d
Total (add lines 1a, b, and c).........................
1d
89,363,424
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
89,363,424
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,340,451
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
88,022,973
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
4,401,149
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
4,401,149
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
76,161
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
10,177
c
Add lines 2a and 2b............................
2c
86,338
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
4,314,811
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
4,314,811
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
4,314,811
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
5,855,695
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
5,855,695
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 4,314,811
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 5,898,819
b From 2020...... 1,738,704
c From 2021...... 1,445,662
d From 2022...... 2,916,220
e From 2023...... 5,035,589
f Total of lines 3a through e ........ 17,034,994
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 5,855,695
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		Click to see attachment
List of Attached Documents:
// Content
926,016
d Applied to 2024 distributable amount..... 4,314,811
e Remaining amount distributed out of corpus 614,868
5 Excess distributions carryover applied to 2024. 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 18,575,878
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		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) ....... 		926,016
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		4,972,803
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		12,677,059
10 Analysis of line 9:
a Excess from 2020.... 1,738,704
b Excess from 2021.... 1,445,662
c Excess from 2022.... 2,916,220
d Excess from 2023.... 5,035,589
e Excess from 2024.... 1,540,884
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 (2024)
Form 990-PF (2024)
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

4GE - QUINTON BAKER

25 W MAIN AVE 310
SPOKANE,WA99201 		N/A PC TECHNICAL ASSISTANCE GRANT 7,500

AGING & LONG-TERM CARE OF EASTERN WA

1222 N POST ST
SPOKANE,WA99201 		N/A GOV IN SUPPORT OF AMMP PARTNERSHIP IN RDA STUDY 15,000

AMERICAN INDIAN COMMUNITY CENTER

1025 WEST INDIANA AVENUE
SPOKANE,WA99205 		FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC TECHNICAL ASSISTANCE GRANT 15,000

AMERICAN INDIAN COMMUNITY CENTER

1025 WEST INDIANA AVENUE
SPOKANE,WA99205 		FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC CAC MEMBER ORG. GRANT 6,000

ASIANS FOR COLLECTIVE LIBERATION SPOKANE

25 W MAIN AVE 310
SPOKANE,WA99201 		N/A PC CAC MEMBER ORG. GRANT 6,000

COMMUNITY DEVELOPMENT INITIATIVE LAPWAI

5523 E COMMERCE AVE
SPOKANE,WA99212 		N/A PC TECHNICAL ASSISTANCE GRANT 10,000

COMPASSIONATE ADDICTION TREATMENT

168 S DIVISION ST
SPOKANE,WA99202 		N/A PC GRANT TO SUPPORT WORK WITH HR CONSULTANT 5,000

COMPASSIONATE ADDICTION TREATMENT

168 S DIVISION ST
SPOKANE,WA99202 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

ELK SOUP

11921 N WASHINGTON CT
SPOKANE,WA99218 		N/A PC GRANT - INSUPPORT OF EXPO '74 50TH CELEBRATION TRIBAL CULTURE PILLAR EVENTS 10,000

ELK SOUP

11921 N WASHINGTON CT
SPOKANE,WA99218 		N/A PC GRANT - INSUPPORT OF EXPO '74 50TH CELEBRATION TRIBAL CULTURE PILLAR EVENTS 15,000

FEAST COLLECTIVE

1321 W 3RD AVE
SPOKANE,WA99201 		N/A PC TECHNICAL ASSISTANCE GRANT 10,000

FUTUREWISE

816 2ND AVENUE SUITE 200
SEATTLE,WA98104 		N/A PC GRANT - GENERAL OPERATING EXPENSES 5,000

FUTUREWISE

816 2ND AVENUE SUITE 200
SEATTLE,WA98104 		N/A PC GRANT - RELATIONSHIP BUILDING 5,000

FYRE

23 ASH STREET SOUTH
OMAK,WA98841 		N/A PC CAC MEMBER ORG. GRANT 6,000

GLOW CHILDREN EARLY LEARNING CENTER

718 W RIVERSIDE AVE
SPOKANE,WA99201 		N/A PC GRANT TO SUPPORT GENERAL OPERATING EXPENSES 8,000

GLOW CHILDREN EARLY LEARNING CENTER

718 W RIVERSIDE AVE
SPOKANE,WA99201 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

HBPA FOUNDATION OF THE INLAND NW

1214 E SPRAGUE AVE
SPOKANE,WA99220 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

HEALTH AND JUSTICE RECOVERY ALLIANCE

3013 N MARGUERITE ROAD
MILLWOOD,WA99212 		N/A PC GRANT IN SUPPORT OF AFGHANI MIDWIVES' FULL SPECTRUM DOULA TRAINING 2,200

HEALTH AND JUSTICE RECOVERY ALLIANCE

3013 N MARGUERITE ROAD
MILLWOOD,WA99212 		N/A PC HEALTH AND JUSTICE RECOVERY ALLIANCE - GRANT FOR OPERATING EXPENSES 74,000

IF YOU COULD SAVE JUST ONE

4420 N CINCINNATI ST
SPOKANE,WA99207 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

INNOVIA FOUNDATION

818 W RIVERSIDE AVE STE 650
SPOKANE,WA99201 		FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC HEALTH PHILANTHROPY PARTNERSHIP FUND FOR TA GRANTS (INBA & MAS) 30,600

LATINOS EN SPOKANE

1502 N MONROE ST
SPOKANE,WA99201 		N/A PC GRANT TO SUPPORT ACATIVA TU SALUD - ELDER HEALTH COACHING PROGRAM 185,137

LATINOS EN SPOKANE

1502 N MONROE ST
SPOKANE,WA99201 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

LIGHTHOUSE COMMUNITY CENTER

705 E JUNIPER ST PO BOX 267
OTHELLO,WA99344 		N/A PC TECHNICAL ASSISTANCE GRANT 10,000

LIGHTHOUSE COMMUNITY CENTER

705 E JUNIPER ST PO BOX 267
OTHELLO,WA99344 		N/A PC GENERAL OPERATING GRANT 10,000

MAJI RISING

11609 N GALAHAD DRIVE
SPOKANE,WA99218 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

MANZANITA HOUSE

806 W KNOX AVE
SPOKANE,WA99205 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

MUJERES IN ACTION (MIA)

318 E ROWAN AVE STE 208
SPOKANE,WA99207 		N/A PC GRANT TO PROVIDE ORGANIZATIONAL LEADERSHIP COACHING 10,000

MUJERES IN ACTION (MIA)

318 E ROWAN AVE STE 208
SPOKANE,WA99207 		N/A PC GRANT TO PROVIDE TECHNICAL ASSISTANCE FOR GRANT WRITING AND BEHAVIORAL HEALTH BIL... 20,000

MUJERES IN ACTION (MIA)

318 E ROWAN AVE STE 208
SPOKANE,WA99207 		N/A PC CAC MEMBER ORG. GRANT 6,000

MUJERES IN ACTION (MIA)

318 E ROWAN AVE STE 208
SPOKANE,WA99207 		N/A PC STORYTELLING PARTICIPATION AGREEMENT 300

NEXT GENERATION HAIR ACADEMY

327 W HASTINGS RD STE B
SPOKANE,WA99218 		N/A PC TECHNICAL ASSISTANCE GRANT 7,500

NORTHEAST YOUTH AND FAMILY SERVICES

19 E QUEEN AVE STE 300
SPOKANE,WA99207 		N/A PC TECHNICAL ASSISTANCE GRANT 10,000

NORTHEAST YOUTH AND FAMILY SERVICES

19 E QUEEN AVE STE 300
SPOKANE,WA99207 		N/A PC CREOLE RESOURCES TECHNICAL ASSISTANCE GRANT 8,000

OTHELLO FOOD BANK

949 E MAIN ST
OTHELLO,WA99344 		N/A PC GRANT FOR GENERAL OPERATING EXPENSES 10,000

OTHELLO FOOD BANK

949 E MAIN ST
OTHELLO,WA99344 		N/A PC GRANT TO SUPPORT WORK SERVING WHOLE COMMUNITIES, INCLUDING YOUTH, FAMILIES AND OLDER ADULTS. 15,000

PACIFIC ISLANDER COMMUNITY ASSOCIATION

33710 9TH AVE SOUTH STE 1
FEDERAL WAY,WA98003 		N/A PC CAC MEMBER ORG. GRANT 6,000

PACIFIC ISLANDER COMMUNITY ASSOCIATION

33710 9TH AVE SOUTH STE 1
FEDERAL WAY,WA98003 		N/A PC TECHNICAL ASSISTANCE GRANT 10,000

PEACE & JUSTICE ACTION LEAGUE SPOKANE

35 W MAIN AVE STE 120M
SPOKANE,WA99201 		N/A PC TO SUPPORT EMBODYING RACIAL JUSTICE WORKSHOP - 5/3/2024-5/6/2024 50,600

RAZE DEVELOPMENT INC

2015 N MONROE ST
SPOKANE,WA99205 		N/A PC TECHNICAL ASSITANCE GRANT 10,000

REFUGEE CONNECTIONS SPOKANE

35 W MAIN AVE STE 205
SPOKANE,WA99201 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

ROOTS OF RESILIENCE

2006 BLUE CREEK RD
WALLA WALLA,WA993628480 		N/A PC GRANT - PROGRAM WORK IN SPOKANE COUNTY 20,000

RURAL RESOURCES COMMUNITY ACTION

956 SOUTH MAIN STREET
COLVILLE,WA99114 		FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE PC GRANT TO SUPPORT RRCA CARE COORDINATION PARTNERSHIP WITH RDA STUDY 15,000

SALISH SCHOOL OF SPOKANE

PO BOX 10271
SPOKANE,WA99209 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

SPECTRUM

1514 N MONROE ST
SPOKANE,WA99201 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

SPECTRUM

1514 N MONROE ST
SPOKANE,WA99201 		N/A PC CAC MEMBER ORG. GRANT 6,000

SPOKANE TRIBAL NETWORK

6231 OLD SCHOOL ROAD
WELLPINIT,WA99040 		N/A PC GRANT IN SUPPORT OF COLLABORATION WITH ICHM LIFECYCLES MODEL CONSULTANTS 80,500

SPOKANE TRIBAL NETWORK

6231 OLD SCHOOL ROAD
WELLPINIT,WA99040 		N/A PC GRANT IN SUPPORT OF FACILITATED RETREAT ADDRESSING WORKPLACE ISSUES 5,000

SPOKANE TRIBAL NETWORK

6231 OLD SCHOOL ROAD
WELLPINIT,WA99040 		N/A PC GRANT TO SUPPORT STN COLLABORATION W/ ICHM LIFECYCLES MODEL & INDIGENOUS ARTIST,... 1,000

SPOKANE TRIBAL NETWORK

6231 OLD SCHOOL ROAD
WELLPINIT,WA99040 		N/A PC STORY TELLING 300

SPOKANE TRIBAL NETWORK

6231 OLD SCHOOL ROAD
WELLPINIT,WA99040 		N/A PC TECHNICAL ASSISTANCE GRANT 10,000

SPOKANE TRIBAL NETWORK

6231 OLD SCHOOL ROAD
WELLPINIT,WA99040 		N/A PC CAC MEMBER ORG. GRANT 6,000

TAKE UP THE CAUSE

3003 E NORA AVE
SPOKANE,WA99207 		N/A PC TA GRANT TO SUPPORT BLACK HOMEOWNERSHIP SPOKANE INITIATIVE 41,400

TERRAIN PROGRAMS

304 W PACIFIC AVE STE 190
SPOKANE,WA99201 		N/A PC GRANT FOR TECHNICAL ASSISTANCE SUPPORT FOR GRANT WRITING 10,000

TERRAIN PROGRAMS

304 W PACIFIC AVE STE 190
SPOKANE,WA99201 		N/A PC TECHNICAL ASSISTANCE GRANT 10,000

TERRAIN PROGRAMS

304 W PACIFIC AVE STE 190
SPOKANE,WA99201 		N/A PC CAC MEMBER ORG. GRANT 6,000

TERRAIN PROGRAMS

304 W PACIFIC AVE STE 190
SPOKANE,WA99201 		N/A PC CAPITAL CAMPAIGN PROJECT - CONDITIONAL GRANT OF $175K, WITH INITIAL PAYMENT OF $50K 50,000

THE SHADES OF MOTHERHOOD NETWORK

3319 E CONGRESS AVE
SPOKANE,WA99223 		N/A PC GRANT TO SUPPORT A BLACK MENTAL HEALTH COMPONENT 5,000

THE SHADES OF MOTHERHOOD NETWORK

3319 E CONGRESS AVE
SPOKANE,WA99223 		N/A PC GRANT FOR TECHNICAL ASSISTANCE TO SUPPORT ORGANIZATIONAL BOOKKEEPING NEEDS 10,000

THE SHADES OF MOTHERHOOD NETWORK

3319 E CONGRESS AVE
SPOKANE,WA99223 		N/A PC TECHNICAL ASSISTANCE GRANT 10,000

THE SHADES OF MOTHERHOOD NETWORK

3319 E CONGRESS AVE
SPOKANE,WA99223 		N/A PC CAC MEMBER ORG. GRANT 6,000

THE WAY TO JUSTICE

PO BOX 7503
SPOKANE,WA99207 		N/A PC TECHNICAL ASSISTANCE GRANT 15,000

THE WAY TO JUSTICE

PO BOX 7503
SPOKANE,WA99207 		N/A PC CAC MEMBER ORG. GRANT 6,000

UNIDOS NUEVA ALIANZA FOUNDATION

713 2ND AVE SOUTHEAST
EPHRATA,WA98823 		N/A PC ADAMS COUNTY OUTREACH GRANT 10,000

UNIDOS NUEVA ALIANZA FOUNDATION

713 2ND AVE SOUTHEAST
EPHRATA,WA98823 		N/A PC GRANT TO SUPPORT WORK SERVING WHOLE COMMUNITIES, INCLUDING YOUTH, FAMILIES, ... 15,000

Y E S OF PEND OREILLE COUNTY

229 NORTH CALISPEL AVE
NEWPORT,WA99156 		N/A PC CAC MEMBER ORG. GRANT 6,000
Total .................................right arrow 3a 1,093,037
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
aSTATE & AGENCY CONTRACTS         7,941,964
bAGREEMENTS WITH AFFILIATES         285,258
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14    
4 Dividends and interest from securities ....     14 1,415,861  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....     16 -114,010  
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 378,233 18 4,215,183  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCOMPANY MANAGEMENT FEES 		        11,255
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 378,233 5,517,034 8,238,477
13Total. Add line 12, columns (b), (d), and (e)..................
13
14,133,744
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 STATE & AGENCY CONTRACT - WASHINGTON STATE DEPARTMENT OF COMMERCE CONTRACT FOR HOUSING/HOMELESS SERVICES
1 SHARED SERVICE AGREEMENTS - OPERATIONAL SUPPORT FOR AFFILIATED ENTITIES THAT SUPPORT EHF'S MISSION
11 COMPANY MANAGEMENT FEES - INCOME RECEIVED PURSUANT AGREEMENT FOR J AULD APTS LLCCOMPANY IS THE MANAGING GENERAL PARTNER (THROUGH EHF JAM MM LLC) AND IS ENTITLED ANNUALLY TO SUCH FEE.
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
Yes
 
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
1c 285,258 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 $285,258) AND ALSO REIMBURSED THE ORGANIZATION FOR CERTAIN COSTS PAID BY THE ORGANIZATION ($1,220).
1b(3) 1,220 EMPIRE HEALTH COMMUNITY ADVOCACY FUND (501C4) THE DISREGARDED ENTITY, PHILANTHROPY CENTER LLC, LEASED SPACE TO THE C4 ORGANIZATION.
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
EMPIRE HEALTH COMMUNITY ADVOCACY FUND (501C4) 501C4 RELATED ENTITY THAT SHARES EMPLOYEES.
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
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 ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
EMPIRE HEALTH FOUNDATION
  		Employer identification number
26-3375286
Part I
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
INATAI FOUNDATION
 
1301 FIFTH AVENUE SUITE 2600
 
SEATTLE, WA98101

$ 250,000


(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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 (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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 51,939 24,470 0 18,492

TY 2024 DistributionFromCorpusElection
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Election:
PURSUANT TO IRC SECTION 4942(G)(3) AND REG. 53.4942(A)-3(C), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS.

TY 2024 ExplanOfLegisPoliticalActvts
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Explanation:
THE FOUNDATION'S ACTIVITIES RELATED TO ATTEMPTS TO INFLUENCE LEGISLATION WERELIMITED TO THOSE THAT EITHER QUALIFY AS EXCEPTIONS TO THE PROHIBITIONS AGAINSTSUCH ACTIVITY AS DESCRIBED IN IRC 4945(E) AND REGULATIONS SECTION 53.4945-2(D),OR WERE FOR PURPOSES OF DISCUSSING PROPOSALS RELATED TO PROJECTS JOINTLY FUNDEDOR POTENTIALLY JOINTLY FUNDED BY THE FOUNDATION AND A GOVERNMENTAL BODY.

TY 2024 InvestmentsCorpBondsSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Name of Bond End of Year Book Value End of Year Fair Market Value
AIR LEASE CORP 25,630 25,630
AIR LEASE CORP 71,766 71,766
AIR LEASE CORP 87,145 87,145
AMERICAN EXPRESS CO 25,309 25,309
AMERICAN TOWER CORP 24,851 24,851
BANK OF AMERICA CORP 23,834 23,834
BANK OF AMERICA CORP 65,723 65,723
BANK OF AMERICA CORP 69,647 69,647
BANK OF NY MELLON CORP 65,919 65,919
BANK OF NY MELLON CORP 75,336 75,336
BHP BILLITON FIN USA LTD 25,235 25,235
BHP BILLITON FIN USA LTD 65,611 65,611
BROADCOM INC 25,093 25,093
BROADCOM INC 80,298 80,298
BROADCOM INC 80,298 80,298
CAPITAL ONE FINANCIAL CO 25,822 25,822
CAPITAL ONE FINANCIAL CO 70,503 70,503
CHARLES SCHWAB CORP 22,909 22,909
CHARLES SCHWAB CORP 68,729 68,729
CHARLES SCHWAB CORP 77,893 77,893
CHENIERE CORP CHRISTI HD 23,467 23,467
CHENIERE CORP CHRISTI HD 67,587 67,587
CITIGROUP INC 29,044 29,044
CITIGROUP INC 130,701 130,701
CITIGROUP INC 73,670 73,670
CISCO SYSTEMS INC 65,214 65,214
CISCO SYSTEMS INC 70,231 70,231
COREBRIDGE FINANCIAL INC 23,428 23,428
COREBRIDGE FINANCIAL INC 67,228 67,228
COREBRIDGE FINANCIAL INC 69,265 69,265
CVS HEALTH CORP 20,517 20,517
CVS HEALTH CORP 64,485 64,485
CVS HEALTH CORP 67,416 67,416
DIAMONDBACK ENERGY INC 25,048 25,048
DIAMONDBACK ENERGY INC 75,146 75,146
DIAMONDBACK ENERGY INC 75,146 75,146
DUKE ENERGY CORP 26,137 26,137
DUKE ENERGY CORP 82,283 82,283
ELEVANCE HEALTH INC 22,783 22,783
ELEVANCE HEALTH INC 67,359 67,359
ELEVANCE HEALTH INC 69,340 69,340
ENERGY TRANSFER LP 23,887 23,887
ENERGY TRANSFER LP 66,469 66,469
ENERGY TRANSFER LP 69,585 69,585
FIFTH THIRD BANCORP 20,741 20,741
FIFTH THIRD BANCORP 77,780 77,780
FIFTH THIRD BANCORP 77,780 77,780
FISERV INC 23,460 23,460
FISERV INC 66,063 66,063
FLORIDA POWER & LIGHT CO 23,761 23,761
FLORIDA POWER & LIGHT CO 92,074 92,074
GENERAL MOTORS FINL CO 23,255 23,255
GENERAL MOTORS FINL CO 76,981 76,981
GENERAL MOTORS FINL CO 71,789 71,789
GOLDMAN SACHS GROUP INC 19,590 19,590
GOLDMAN SACHS GROUP INC 68,567 68,567
GOLDMAN SACHS GROUP INC 73,465 73,465
HCA INC 75,299 75,299
HCA INC 100,399 100,399
HUNTINGTON BANCSHARES 20,001 20,001
HUNTINGTON BANCSHARES 70,004 70,004
HUNTINGTON BANCSHARES 75,005 75,005
JOHN DEERE CAPITAL CORP 65,616 65,616
JPMORGAN CHASE & CO 9,081 9,081
JPMORGAN CHASE & CO 10,708 10,708
JPMORGAN CHASE & CO 58,120 58,120
JPMORGAN CHASE & CO 63,278 63,278
JPMORGAN CHASE & CO 48,130 48,130
JPMORGAN CHASE & CO 52,569 52,569
KLA CORP 24,266 24,266
KLA CORP 67,945 67,945
L3HARRIS TECH INC 25,033 25,033
L3HARRIS TECH INC 70,092 70,092
L3HARRIS TECH INC 70,092 70,092
LABORATORY CORP OF AMER 23,910 23,910
LABORATORY CORP OF AMER 66,949 66,949
LABORATORY CORP OF AMER 81,273 81,273
MARRIOTT INTERNATIONAL 26,464 26,464
MARSH & MCLENNAN COS INC 19,757 19,757
MARSH & MCLENNAN COS INC 69,151 69,151
MARSH & MCLENNAN COS INC 74,090 74,090
MORGAN STANLEY 23,876 23,876
MORGAN STANLEY 74,614 74,614
MORGAN STANLEY 67,650 67,650
NATIONAL RURAL UTIL COOP 68,477 68,477
PACIFIC GAS & ELECTRIC 24,388 24,388
PACIFIC GAS & ELECTRIC 69,101 69,101
PACIFIC GAS & ELECTRIC 71,134 71,134
PAYPAL HOLDINGS INC 86,809 86,809
PFIZER INVESTMENT ENTER 24,781 24,781
PFIZER INVESTMENT ENTER 56,501 56,501
PFIZER INVESTMENT ENTER 58,483 58,483
PUBLIC SERVICE ENTERPRIS 25,787 25,787
PUBLIC SERVICE ENTERPRIS 67,046 67,046
PUBLIC SERVICE ENTERPRIS 67,046 67,046
PUBLIC STORAGE 22,801 22,801
PUBLIC STORAGE 67,493 67,493
PUBLIC STORAGE 76,493 76,493
SOUTHERN CAL EDISON 23,545 23,545
SOUTHERN CAL EDISON 66,542 66,542
SOUTHWEST AIRLINES CO 65,339 65,339
SUMITOMO MITSUI FINL GRP 24,239 24,239
SUMITOMO MITSUI FINL GRP 71,749 71,749
SUMITOMO MITSUI FINL GRP 82,414 82,414
TEXAS INSTRUMENTS INC 19,682 19,682
TEXAS INSTRUMENTS INC 71,026 71,026
TOYOTA MOTOR CREDIT CORP 8,121 8,121
TOYOTA MOTOR CREDIT CORP 55,837 55,837
TOYOTA MOTOR CREDIT CORP 69,035 69,035
TRUIST FINANCIAL CORP 24,379 24,379
TRUIST FINANCIAL CORP 73,138 73,138
TRUIST FINANCIAL CORP 76,715 76,715
US BANCORP 69,008 69,008
WILLIAMS COMPANIES INC 68,206 68,206

TY 2024 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 120,929 120,929
ALPHABET INC CLASS C 223,386 223,386
ALPHABET INC CLASS C 317,273 317,273
AMAZON.COM INC 116,276 116,276
AMAZON.COM INC 212,588 212,588
AMAZON.COM INC 308,462 308,462
AMEREN CORP 29,861 29,861
AMEREN CORP 51,255 51,255
AMEREN CORP 74,342 74,342
APOLLO GLOBAL MANAGEMENT I 23,122 23,122
APOLLO GLOBAL MANAGEMENT I 41,950 41,950
APOLLO GLOBAL MANAGEMENT I 59,953 59,953
APPLE INC 137,230 137,230
APPLE INC 252,172 252,172
APPLE INC 358,100 358,100
APPLIED MATERIALS 19,190 19,190
APPLIED MATERIALS 34,965 34,965
APPLIED MATERIALS 49,927 49,927
ASHTEAD GROUP 26,722 26,722
ASHTEAD GROUP 49,406 49,406
ASHTEAD GROUP 69,790 69,790
ASM INTERNATIONAL NV 5,805 5,805
ASM INTERNATIONAL NV 8,127 8,127
ASM INTERNATIONAL NV 16,254 16,254
ASML HOLDING 20,447 20,447
ASML HOLDING 36,665 36,665
ASML HOLDING 52,177 52,177
AUTOZONE INC 9,606 9,606
AUTOZONE INC 19,212 19,212
AUTOZONE INC 25,616 25,616
AVANTOR INC 23,745 23,745
AVANTOR INC 46,606 46,606
AVANTOR INC 15,907 15,907
BANK OF AMERICA CORP 57,794 57,794
BANK OF AMERICA CORP 96,206 96,206
BANK OF AMERICA CORP 139,497 139,497
BJ'S WHOLESALE CLUB HOLDIN 16,797 16,797
BJ'S WHOLESALE CLUB HOLDIN 24,660 24,660
BJ'S WHOLESALE CLUB HOLDIN 48,249 48,249
BOOZ ALLEN HAMILTON HLDGS 15,701 15,701
BOOZ ALLEN HAMILTON HLDGS 23,166 23,166
BOOZ ALLEN HAMILTON HLDGS 45,173 45,173
BROOKFIELD CORPORATION 31,195 31,195
BROOKFIELD CORPORATION 56,530 56,530
BROOKFIELD CORPORATION 80,717 80,717
BROADCOM INC 37,094 37,094
BROADCOM INC 67,697 67,697
BROADCOM INC 97,372 97,372
BUILDERS FIRSTSOURCE INC 7,146 7,146
BUILDERS FIRSTSOURCE INC 12,863 12,863
BUILDERS FIRSTSOURCE INC 18,723 18,723
BWX TECHNOLOGIES INC 9,468 9,468
BWX TECHNOLOGIES INC 13,923 13,923
BWX TECHNOLOGIES INC 27,179 27,179
CARLISLE COS 14,015 14,015
CARLISLE COS 20,286 20,286
CARLISLE COS 40,203 40,203
CBRE GROUP INC 16,673 16,673
CBRE GROUP INC 30,327 30,327
CBRE GROUP INC 43,325 43,325
CCC INTELLIGENT SOLUTIONS 9,360 9,360
CCC INTELLIGENT SOLUTIONS 13,935 13,935
CCC INTELLIGENT SOLUTIONS 27,330 27,330
CDW CORP/DE 16,185 16,185
CDW CORP/DE 23,843 23,843
CDW CORP/DE 46,990 46,990
CENCORA INC 29,657 29,657
CENCORA INC 54,147 54,147
CENCORA INC 77,289 77,289
CLEAN HARBORS INC 20,712 20,712
CLEAN HARBORS INC 30,148 30,148
CLEAN HARBORS INC 59,145 59,145
CONOCOPHILLIPS 41,155 41,155
CONOCOPHILLIPS 76,460 76,460
CONOCOPHILLIPS 108,095 108,095
CONSTELLATION SOFTWARE 27,794 27,794
CONSTELLATION SOFTWARE 55,589 55,589
CONSTELLATION SOFTWARE 77,208 77,208
COOPER COS INC 13,789 13,789
COOPER COS INC 20,132 20,132
COOPER COS INC 39,254 39,254
COPART INC 17,790 17,790
COPART INC 31,564 31,564
COPART INC 45,051 45,051
CORE & MAIN INC 13,745 13,745
CORE & MAIN INC 20,720 20,720
CORE & MAIN INC 39,964 39,964
COSTCO WHSL CORP NEW 24,739 24,739
COSTCO WHSL CORP NEW 45,813 45,813
COSTCO WHSL CORP NEW 65,055 65,055
CRH PLC 23,130 23,130
CRH PLC 42,559 42,559
CRH PLC 61,710 61,710
DANAHER CORP 38,334 38,334
DANAHER CORP 70,012 70,012
DANAHER CORP 100,083 100,083
DOLLARAMA INC 19,688 19,688
DOLLARAMA INC 28,460 28,460
DOLLARAMA INC 57,505 57,505
EATON CORP PLC 19,248 19,248
EATON CORP PLC 34,846 34,846
EATON CORP PLC 50,444 50,444
ENTEGRIS INC 9,311 9,311
ENTEGRIS INC 13,373 13,373
ENTEGRIS INC 26,647 26,647
EQUIFAX INC 14,781 14,781
EQUIFAX INC 21,407 21,407
EQUIFAX INC 42,305 42,305
FISERV INC 47,246 47,246
FISERV INC 86,276 86,276
FISERV INC 125,306 125,306
FORTINET INC 34,012 34,012
FORTINET INC 63,585 63,585
FORTINET INC 88,527 88,527
GARTNER INC CL A 39,726 39,726
GARTNER INC CL A 73,154 73,154
GARTNER INC CL A 106,583 106,583
HILTON WORLDWIDE HOLDINGS 32,130 32,130
HILTON WORLDWIDE HOLDINGS 56,846 56,846
HILTON WORLDWIDE HOLDINGS 82,551 82,551
HOWMET AEROSPACE INC 33,357 33,357
HOWMET AEROSPACE INC 61,575 61,575
HOWMET AEROSPACE INC 86,183 86,183
IDEXX LABS CORP 7,441 7,441
IDEXX LABS CORP 11,162 11,162
IDEXX LABS CORP 22,325 22,325
INTERCONTINENTAL EXCHG INC 50,663 50,663
INTERCONTINENTAL EXCHG INC 93,429 93,429
INTERCONTINENTAL EXCHG INC 134,556 134,556
JPMORGAN CHASE & CO 65,920 65,920
JPMORGAN CHASE & CO 110,026 110,026
JPMORGAN CHASE & CO 159,646 159,646
KEYSIGHT TECHNOLOGIES INC 18,472 18,472
KEYSIGHT TECHNOLOGIES INC 27,307 27,307
KEYSIGHT TECHNOLOGIES INC 53,489 53,489
LIVE NATION ENTERTMNT INC 14,763 14,763
LIVE NATION ENTERTMNT INC 21,626 21,626
LIVE NATION ENTERTMNT INC 42,476 42,476
LOWES COS INC 24,680 24,680
LOWES COS INC 44,917 44,917
LOWES COS INC 65,402 65,402
LVMH MOET HENNESSY VUITTON 26,408 26,408
LVMH MOET HENNESSY VUITTON 48,856 48,856
LVMH MOET HENNESSY VUITTON 69,322 69,322
MANHATTAN ASSOCIATES INC 17,295 17,295
MANHATTAN ASSOCIATES INC 25,402 25,402
MANHATTAN ASSOCIATES INC 49,724 49,724
MARVELL TECHNOLOGY INC 43,627 43,627
MARVELL TECHNOLOGY INC 79,303 79,303
MARVELL TECHNOLOGY INC 113,211 113,211
MCKESSON CORP 35,334 35,334
MCKESSON CORP 64,969 64,969
MCKESSON CORP 92,325 92,325
MEDPACE HOLDINGS 15,614 15,614
MEDPACE HOLDINGS 23,256 23,256
MEDPACE HOLDINGS 45,515 45,515
MERCADOLIBRE INC 27,207 27,207
MERCADOLIBRE INC 51,013 51,013
MERCADOLIBRE INC 73,118 73,118
META PLATFORMS INC 82,556 82,556
META PLATFORMS INC 150,476 150,476
META PLATFORMS INC 216,053 216,053
MICROSOFT CORP 147,103 147,103
MICROSOFT CORP 270,181 270,181
MICROSOFT CORP 383,143 383,143
MOTOROLA SOLUTIONS INC 46,685 46,685
MOTOROLA SOLUTIONS INC 83,663 83,663
MOTOROLA SOLUTIONS INC 121,566 121,566
MSCI INC 40,200 40,200
MSCI INC 73,201 73,201
MSCI INC 104,401 104,401
NASDAQ INC. 19,714 19,714
NASDAQ INC. 29,300 29,300
NASDAQ INC. 56,900 56,900
NEXTERA ENERGY INC 24,374 24,374
NEXTERA ENERGY INC 42,655 42,655
NEXTERA ENERGY INC 61,868 61,868
NICE LTD ADR 16,304 16,304
NICE LTD ADR 24,117 24,117
NICE LTD ADR 47,045 47,045
NORTHROP GRUMMAN CORP 24,872 24,872
NORTHROP GRUMMAN CORP 45,051 45,051
NORTHROP GRUMMAN CORP 45,521 45,521
NVIDIA CORP 147,719 147,719
NVIDIA CORP 247,227 247,227
NVIDIA CORP 358,420 358,420
NXP SEMICONDUCTORS NV 18,498 18,498
NXP SEMICONDUCTORS NV 34,295 34,295
NXP SEMICONDUCTORS NV 48,636 48,636
OLD DOMINION FREIGHT 8,467 8,467
OLD DOMINION FREIGHT 14,994 14,994
OLD DOMINION FREIGHT 22,932 22,932
O'REILLY AUTO INC NEW 17,787 17,787
O'REILLY AUTO INC NEW 32,016 32,016
O'REILLY AUTO INC NEW 46,246 46,246
POOL CORP 4,432 4,432
POOL CORP 6,136 6,136
POOL CORP 11,932 11,932
PROLOGIS INC 9,935 9,935
PROLOGIS INC 18,074 18,074
PROLOGIS INC 25,790 25,790
RYAN SPECIALTY HOLDNGS INC 17,323 17,323
RYAN SPECIALTY HOLDNGS INC 25,535 25,535
RYAN SPECIALTY HOLDNGS INC 49,146 49,146
S&P GLOBAL INC. 22,411 22,411
S&P GLOBAL INC. 40,340 40,340
S&P GLOBAL INC. 57,273 57,273
SAIA INC COM 14,583 14,583
SAIA INC COM 21,419 21,419
SAIA INC COM 41,927 41,927
SBA COMMUNICATIONS CORP 9,578 9,578
SBA COMMUNICATIONS CORP 14,469 14,469
SBA COMMUNICATIONS CORP 27,920 27,920
SCHLUMBERGER LTD 22,812 22,812
SCHLUMBERGER LTD 55,132 55,132
SCHLUMBERGER LTD 72,846 72,846
SPDR S&P OIL & GAS EXPLORA 5,559 5,559
SPDR S&P REGIONAL BK ETF 4,526 4,526
SPDR S&P OIL & GAS EXPLORA 8,206 8,206
SPDR S&P OIL & GAS EXPLORA 16,149 16,149
SPDR S&P REGIONAL BK ETF 6,638 6,638
SPDR S&P REGIONAL BK ETF 12,673 12,673
STERIS PLC 19,117 19,117
STERIS PLC 28,161 28,161
STERIS PLC 55,090 55,090
TAKE-2 INTERACTIVE 40,497 40,497
TAKE-2 INTERACTIVE 75,104 75,104
TAKE-2 INTERACTIVE 108,975 108,975
THERMO FISHER SCIENTIFIC 35,375 35,375
THERMO FISHER SCIENTIFIC 65,548 65,548
THERMO FISHER SCIENTIFIC 95,202 95,202
TRADEWEB MARKETS INC 21,078 21,078
TRADEWEB MARKETS INC 31,028 31,028
TRADEWEB MARKETS INC 60,354 60,354
TRANSUNION 48,672 48,672
TRANSUNION 86,127 86,127
TRANSUNION 124,880 124,880
UNITEDHEALTH GROUP INC 68,291 68,291
UNITEDHEALTH GROUP INC 125,959 125,959
UNITEDHEALTH GROUP INC 178,568 178,568
UTILITIES SELECT SECT SPDR 6,055 6,055
UTILITIES SELECT SECT SPDR 8,855 8,855
UTILITIES SELECT SECT SPDR 17,257 17,257
US FOODS HOLDING CORP 24,960 24,960
US FOODS HOLDING CORP 36,630 36,630
US FOODS HOLDING CORP 71,642 71,642
VISA INC 90,071 90,071
VISA INC 164,024 164,024
VISA INC 238,294 238,294
WALMART INC 42,103 42,103
WALMART INC 76,255 76,255
WALMART INC 108,871 108,871
WEX INC 9,116 9,116
WEX INC 13,850 13,850
WEX INC 26,999 26,999
WYNDHAM HOTELS & RESORTS 11,187 11,187
WYNDHAM HOTELS & RESORTS 16,529 16,529
WYNDHAM HOTELS & RESORTS 32,454 32,454
WILLSCOT HOLDINGS CORP 11,239 11,239
WILLSCOT HOLDINGS CORP 32,714 32,714
WILLSCOT HOLDINGS CORP 16,357 16,357

TY 2024 InvestmentsGovtObligationsSch
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
US Government Securities - End of Year Book Value:

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

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


10,629,761
State & Local Government Securities - End of Year Fair Market Value:


10,629,761


TY 2024 InvestmentsOtherSchedule2
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
OW LARGE CAP STRATEGIES FD FMV 4,771,368 4,771,368
OW LARGE CAP STRATEGIES FD FMV 9,688,923 9,688,923
OW SMALL & MIDCAP STRAT FD FMV 1,278,703 1,278,703
OW SMALL & MIDCAP STRAT FD FMV 3,567,449 3,567,449
5TH AVE PRIV EQUITY 12 FMV 302,802 302,802
5TH AVE PRIV EQUITY 14 T2 FMV 4,322,140 4,322,140
5TH AVE PRIV EQUITY 16 T1 FMV 1,023,762 1,023,762
5TH AVE REAL ASSETS 3 T1 FMV 217,785 217,785
BESSEMER SWEEP PROGRAM (8M1494) FMV 945,687 945,687
BESSEMER SWEEP PROGRAM (8M3626) FMV 14,314 14,314
BESSEMER SWEEP PROGRAM (8M3627) FMV 42,228 42,228
BESSEMER SWEEP PROGRAM (8M6468) FMV 967,618 967,618
BESSEMER SWEEP PROGRAM (8M6470) FMV 134,828 134,828
FED HERMES GOV OBL FD 117 (8M1493) FMV 612,806 612,806
INVESCO TREASURY PF INSTL FMV 1,116,970 1,116,970
OW CREDIT INCOME FUND FMV 419,438 419,438
OW CREDIT INCOME FUND FMV 1,104,314 1,104,314
OW CREDIT INCOME FUND FMV 1,623,037 1,623,037
OW LARGE CAP STRATEGIES FD FMV 12,340,019 12,340,019
OW SMALL & MIDCAP STRAT FD FMV 4,187,646 4,187,646
PERRITT FUNDS FMV 201,114 201,114

TY 2024 LegalFeesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL EXPENSES 80,499 0 7,800 66,566


TY 2024 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 263,585 265,826 265,826
BENEFICIAL INTERESTS IN TRUSTS 259,567 277,645 277,645
NOTE RECEIVABLE FROM J AULD APTS. LLC 530,000 560,000 560,000
MEMBER EQUITY EHF JAM MM LLC 693 2,769 2,769
RIGHT OF USE LEASE ASSET 23,853 18,320 18,320


TY 2024 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 27,963 0 0 22,463
INSURANCE 209,903 0 13,751 196,152
PROGRAM DIRECT SERVICES & EXPENSES 7,737,555 0 7,737,555 0
SPONSORSHIPS, PRINT & MEDIA 113,632 0 0 113,632
OFFICE EXPENSE 119,605 0 3,067 122,001
WORKER'S COMPENSATION FEES 30,208 0 0 35,822
BANK & CREDIT CARD FEES 539 0 0 539
MISCELLANEOUS EXPENSES 0 0 0 5,654
OFFICE EXPENSE 6,393 6,393   0
BREAKROOM SUPPLIES 3,380 3,380   0
DUES AND LICENSE 697 697   0
BANK AND CREDIT CARD FEES 64 64   0
SECURITY AND ALARM MONITORING 15,277 15,277   0
EQUIPMENT LEASE/RENTAL 5,752 5,752   0
TELEPHONE & TELECOM 23,472 23,472   0
INSURANCE 6,223 6,223   0
DUES AND LICENSE 216 216   0
BANK AND CREDIT CARD FEES 25 25   0


TY 2024 OtherIncomeSchedule2
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME - K-1   1,582  
STATE & AGENCY CONTRACTS 7,941,964   7,941,964
AGREEMENTS WITH AFFILIATES 285,258   285,258
COMPANY MANAGEMENT FEES 11,255   11,255


TY 2024 OtherIncreasesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Description Amount
UNREALIZED GAIN ON SECURITIES 3,503,331


TY 2024 OtherLiabilitiesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Description Beginning of Year - Book Value End of Year - Book Value
WORKERS COMPENSATION PAYABLE 45,000 45,000


TY 2024 OtherProfessionalFeesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OTHER PROFESSIONAL FEES 1,314,198 287,273 975 1,005,359
OTHER PROFESSIONAL FEES 9,257 9,257   0


TY 2024 TaxesSchedule
Name:
EMPIRE HEALTH FOUNDATION
EIN:
26-3375286
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES AND LICENSES 28,074 0 4,177 6,872
TAXES - PHILANTHROPY CENTER 12 12   0
TAXES - SUNSET HEALTH 10,846 10,846   0