EMPIRE HEALTH FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- EMPIRE HEALTH FOUNDATION (EIN 26-3375286)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202403209349100430
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Distribution From Corpus Election
- Explan Of Legis Political Actvts
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T07:49:50-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 420 SOUTH ORANGE AVENUE SUITE 900 | AddressLine1Txt |
| City | ORLANDO | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 32801 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 263375286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMPIRE HEALTH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | EMPI | BusinessNameControlTxt |
| Phone | 5093217506 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 W RIVERSIDE AVENUE | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 992011100 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THOMAS E SMITH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 5093217506 | PhoneNum |
| Signature | 2024-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | TINA HENTON | PreparerPersonNm |
| PTIN | P00630282 | PTIN |
| Phone | 4078021200 | PhoneNum |
| Preparation | 2024-11-07 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $84,324,105 | FMVAssetsEOYAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,498,846 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $100,213 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $100,213 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $1,104,915 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $1,127,925 | DividendsNetInvstIncmAmt |
| Gross Rents Rev And Expnss | $221,967 | GrossRentsRevAndExpnssAmt |
| Gross Rents Net Invst Incm | $221,967 | GrossRentsNetInvstIncmAmt |
| Net Rental Income Or Loss | -$90,392 | NetRentalIncomeOrLossAmt |
| Net Gain Sale Ast Rev And Expnss | $1,074,055 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,228,166 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,102,038 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $5,829,935 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $14,689 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $5,829,935 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $10,829,931 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,566,832 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $5,829,935 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $439,482 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $439,482 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $1,976,405 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $0 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Adj Net Incm | $288,885 | OthEmplSlrsWgsAdjNetIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $1,868,536 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $869,590 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $0 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Adj Net Incm | $65,323 | PensionEmplBnftAdjNetIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $803,805 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $44,469 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $125 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $15,015 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $42,240 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $77,201 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $77,201 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,227,120 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $328,955 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $69,748 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $901,383 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $43,826 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $10,106 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $3,777 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $996 | TaxesDsbrsChrtblAmt |
| Deprec And Dpltn Rev And Expnss | $156,041 | DeprecAndDpltnRevAndExpnssAmt |
| Deprec And Dpltn Net Invst Incm | $131,722 | DeprecAndDpltnNetInvstIncmAmt |
| Deprec And Dpltn Adj Net Incm | $131,722 | DeprecAndDpltnAdjNetIncmAmt |
| Occupancy Rev And Expnss | $254,048 | OccupancyRevAndExpnssAmt |
| Occupancy Net Invst Incm | $63,104 | OccupancyNetInvstIncmAmt |
| Occupancy Adj Net Incm | $1,800 | OccupancyAdjNetIncmAmt |
| Occupancy Dsbrs Chrtbl | $189,145 | OccupancyDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $297,046 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $298,316 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $5,846,341 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $107,438 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $5,265,688 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $458,404 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $11,231,569 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $641,450 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $5,841,958 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $5,079,508 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $3,496,496 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $3,696,996 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $14,728,065 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $641,450 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $5,841,958 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $8,776,504 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$3,898,134 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,925,382 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $3,492,820 | CashBOYAmt |
| Cash EOY | $1,482,111 | CashEOYAmt |
| Cash EOYFMV | $1,482,111 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $5,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,011 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,011 | SavAndTempCashInvstEOYFMVAmt |
| Acct Rcvbl | $1,614,823 | AcctRcvblAmt |
| Acct Rcvbl BOY | $930,005 | AcctRcvblBOYAmt |
| Acct Rcvbl EOY | $1,614,823 | AcctRcvblEOYAmt |
| Acct Rcvbl EOYFMV | $1,614,823 | AcctRcvblEOYFMVAmt |
| Pledges Rcvbl | $698,846 | PledgesRcvblAmt |
| Pledges Rcvbl EOY | $698,846 | PledgesRcvblEOYAmt |
| Pledges Rcvbl EOYFMV | $698,846 | PledgesRcvblEOYFMVAmt |
| Prepaid Expenses BOY | $425,700 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $339,904 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $339,904 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $9,710,645 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,359,878 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,359,878 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $12,603,229 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,602,235 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $13,602,235 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $6,347,759 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,696,853 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,696,853 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $43,099,554 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $46,665,763 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $46,665,763 | OtherInvestmentsEOYFMVAmt |
| Land Bldg Equip Cost Or Other Bss | $4,750,929 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,969,946 | LandBldgEquipAccumDeprecAmt |
| Land BOY | $2,877,810 | LandBOYAmt |
| Land EOY | $2,780,983 | LandEOYAmt |
| Land EOYFMV | $2,780,983 | LandEOYFMVAmt |
| Other Assets BOY | $1,068,196 | OtherAssetsBOYAmt |
| Other Assets EOY | $1,077,698 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $1,077,698 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $80,560,868 | TotalAssetsBOYAmt |
| Total Assets EOY | $84,324,105 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $84,324,105 | TotalAssetsEOYFMVAmt |
| Accounts Payable BOY | $855,104 | AccountsPayableBOYAmt |
| Accounts Payable EOY | $906,795 | AccountsPayableEOYAmt |
| Grants Payable EOY | $12,500 | GrantsPayableEOYAmt |
| Other Liabilities BOY | $59,000 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $45,000 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $914,104 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $964,295 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $78,053,167 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $81,629,588 | NoDonorRstrNetAssestsEOYAmt |
| Donor Rstr Net Assets BOY | $1,593,597 | DonorRstrNetAssetsBOYAmt |
| Donor Rstr Net Assets EOY | $1,730,222 | DonorRstrNetAssetsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,646,764 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $83,359,810 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $80,560,868 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $84,324,105 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,646,764 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$3,898,134 | ExcessRevenueOverExpensesAmt |
| Other Increases | $7,611,180 | OtherIncreasesAmt |
| Subtotal | $83,359,810 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $83,359,810 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $22,909,514 | $22,154,111 | $755,403 | $755,403 | |
| CAPITAL GAIN DISTRIBUTIONS | $12,811 | $12,811 | $12,811 | P | |
| CAPITAL GAIN/LOSS ON PARTNERSHIP INVESTMENTS | $305,841 | $305,841 | $0 | $0 | P |
| CAPITAL GAIN/LOSS ON PARTNERSHIP K-1S | $333,824 | $333,824 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,102,038 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $26,763 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $26,763 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $26,763 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $27,800 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $27,800 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $86 | EsPenaltyAmt |
| Overpayment | $951 | OverpaymentAmt |
| Applied To ES Tax | $951 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | Yes (1) | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | Yes (1) | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | EMPIREHEALTHFOUNDATION.ORG | WebsiteAddressTxt |
| Individual With Books | JANAE PERKINS | IndividualWithBooksNm |
| Phone | 5093151260 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 W RIVERSIDE AVE | AddressLine1Txt |
| City | SPOKANE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 99201 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | Yes (1) | BusinessHoldingsInd |
| Excess Business Holdings | 0 | ExcessBusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | Yes (1) | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (23 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| THOMAS E SMITH | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | PRESIDENT | 37.50 | $263,530 | $55,065 | $3,730 |
| LILY ZHANG | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | CHIEF FINANCIAL OFFICER | 38.10 | $175,652 | $31,038 | $5,021 |
| SHARON FAIRCHILD | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR, CHAIR | 0.50 | $0 | $0 | $1,066 |
| MONICA SIMEON | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR, VICE CHAIR | 0.50 | $0 | $0 | $253 |
| REUBEN MAYES | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | TREASURER | 0.50 | $0 | $0 | $334 |
| JENNY SMITH | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR, SECRETARY | 0.50 | $0 | $0 | $319 |
| TODD KOYAMA | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | IMMEDIATE PAST CHAIR | 0.50 | $0 | $0 | $251 |
| TAWHNEE COLVIN | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR (TERMED OFF 2023) | 0.50 | $0 | $0 | $0 |
| MELS FELTON | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANNA FRANKLIN | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| OSCAR HARRIS | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR (TERMED OFF 2023) | 0.50 | $0 | $0 | $398 |
| MARGO HILL | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR | 0.50 | $300 | $0 | $0 |
| NICOLE JENKINS-ROSENKRANTZ | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR | 0.50 | $0 | $0 | $0 |
| ANDY LEIJA | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR | 0.50 | $0 | $0 | $945 |
| DEAN MARTZ | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR | 0.50 | $0 | $0 | $252 |
| DONNA MOULTON | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR (TERMED OFF 2023) | 0.50 | $0 | $0 | $0 |
| LUIS MANRIQUEZ | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR (TERMED OFF 2023) | 0.50 | $0 | $0 | $0 |
| GLORIA OCHOA-BRUCK | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR | 0.50 | $0 | $0 | $300 |
| KIM PEARMAN-GILLMAN | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR | 0.50 | $0 | $0 | $81 |
| RHOSETTA RHODES | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR (TERMED OFF 2023) | 0.50 | $0 | $0 | $0 |
| JEFF THOMAS | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR (TERMED OFF 2023) | 0.50 | $0 | $0 | $0 |
| CICELY WHITE | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR (TERMED OFF 2023) | 0.50 | $0 | $0 | $0 |
| SHELLY WYNECOOP | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | DIRECTOR | 0.50 | $0 | $0 | $249 |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee BenefitsEmployeeBenefitsAmt | Expense AccountExpenseAccountAmt |
|---|---|---|---|---|---|---|---|---|
| LAURA MARTIN | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | VICE PRESIDENT OF OP | 40.00 | $184,023 | $53,145 | $900 |
| LEROY EADIE | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | SR. VICE PRESIDENT O | 40.00 | $184,326 | $30,854 | $1,806 |
| DAVID E LUHN | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | CONTROLLER | 39.60 | $161,549 | $34,570 | $1,111 |
| DANNY AUNE | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | SENIOR PROGRAM DIREC | 40.00 | $140,510 | $29,973 | $7,667 |
| LACRECIA HILL | ||||||||
| PO BOX 244 | SPOKANE | WA | 99210 | COMMUNITY ENGAGEMENT | 39.80 | $104,689 | $30,926 | $844 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 13 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| REVIVE COUNSELING SPOKANE PLLC | |||||
| 901 N MONROE ST STE 200 | SPOKANE | WA | 99201 | HOMELESS SERVICES | $1,833,070 |
| JEWELS HELPING HANDS | |||||
| 5128 N JEFFERSON ST | SPOKANE | WA | 99205 | HOMELESS SERVICES | $1,438,504 |
| COMPASSIONATE ADDICTION TREATMENT | |||||
| 168 S DIVISION ST | SPOKANE | WA | 99202 | HOMELESS SERVICES | $1,400,628 |
| GREATER SPOKANE LOW INCOME HOUSING CONSORTIUM | |||||
| 1703 E PINECREST ROAD | SPOKANE | WA | 99203 | HOMELESS SERVICES | $574,859 |
| BESSEMER TRUST | |||||
| 101 CALIFORNIA ST STE 2500 | SAN FRANCISCO | CA | 941115828 | INVESTMENT MANAGEMENT | $188,332 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 5 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | 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. | Description1Txt |
| Expenses1 | $1,029,963 | Expenses1Amt |
| Description2 | 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. | Description2Txt |
| Expenses2 | $5,449,812 | Expenses2Amt |
| Description3 | 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. | Description3Txt |
| Expenses3 | $729,478 | Expenses3Amt |
| Description4 | 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. | Description4Txt |
| Expenses4 | $1,175,000 | Expenses4Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $73,319,783 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,238,357 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $76,558,140 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $76,558,140 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,148,372 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $75,409,768 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $3,770,488 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $3,770,488 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $26,763 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,810 | IncomeTaxAmt |
| Total Tax | $29,573 | TotalTaxAmt |
| Distributable Before Adj | $3,740,915 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $3,740,915 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $3,740,915 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $8,776,504 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $8,776,504 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $3,740,915 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $2,455,028 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $5,898,819 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,738,704 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $1,445,662 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $2,916,220 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $14,454,433 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $8,776,504 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $2,005,909 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $3,740,915 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $3,029,680 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $19,490,022 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $2,005,909 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $449,119 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $17,034,994 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $5,898,819 | ExcessFromYear4Amt |
| Excess From Year3 | $1,738,704 | ExcessFromYear3Amt |
| Excess From Year2 | $1,445,662 | ExcessFromYear2Amt |
| Excess From Year1 | $2,916,220 | ExcessFromYear1Amt |
| Excess From Current Year | $5,035,589 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (48 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AGING & LONG-TERM CARE OF EASTERN WA | |||||||
| 1222 N POST STREET | SPOKANE | WA | 99201 | N/A | GOV | RURAL AGING | $230,000 |
| AMERICAN INDEPENDENT BUSINESS ALLIANCE | |||||||
| PO BOX 6601 | CINCINNATI | OH | 452069998 | N/A | PC | EQUITABLE ECONOMIES | $6,000 |
| AMERICAN INDIAN COMMUNITY CENTER | |||||||
| 1025 WEST INDIANA AVENUE | SPOKANE | WA | 99205 | FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE | PC | CAPITAL CAMPAIGN PROJECT, TECH | $105,000 |
| AMERICAN RED CROSS - SPOKANE | |||||||
| 315 W NORA AVE | SPOKANE | WA | 99205 | N/A | PC | SUPPORT OF WILDFIRE FIGHTING | $400 |
| ASIANS FOR COLLECTIVE LIBERATION SPOKANE | |||||||
| 25 W MAIN AVESTE 310 | SPOKANE | WA | 99201 | N/A | PC | TECH ASSISTANCE | $14,000 |
| BOYS AND GIRLS CLUBS OF SNOHOMISH COUNTY | |||||||
| 8223 BROADWAY STE 100 | EVERETT | WA | 98203 | N/A | PC | TO PROMOTE IMPROVED HEALTH | $15,000 |
| CARL MAXEY CENTER | |||||||
| 1312 N MONROE STREET NO 148 | SPOKANE | WA | 99201 | N/A | PC | TO PROMOTE IMPROVED HEALTH | $40,000 |
| CATHOLIC CHARITIES SPOKANE | |||||||
| 12 E 5TH AVE | SPOKANE | WA | 99202 | N/A | PC | PURCHASE OF DEFIBRILLATORS | $4,725 |
| COMMUNITY-MINDED ENTERPRISES | |||||||
| PO BOX 48150 | SPOKANE | WA | 99228 | N/A | PC | FAMILY PRESERVATION | $50,000 |
| COMPASSIONATE ADDICTION TREATMENT | |||||||
| 168 S DIVISION ST | SPOKANE | WA | 99202 | N/A | PC | EQUITABLE ECONOMIES | $11,020 |
| FAMILY IMPACT NETWORK | |||||||
| PO BOX 183 | SPOKANE | WA | 99210 | FOUNDATION IS A MEMBER | PC | FAMILY PRESERVATION | $250,000 |
| FEAST COLLECTIVE | |||||||
| 1321 W 3RD AVE | SPOKANE | WA | 99201 | N/A | PC | TO PROMOTE IMPROVED HEALTH | $15,000 |
| FRIENDS OF KSPS | |||||||
| 3911 S REGAL ST | SPOKANE | WA | 99223 | FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE | PC | MATCH EMPLOYEE CONTRIBUTION | $240 |
| FRONTIER BEHAVIORAL HEALTH | |||||||
| 107 S DIVISION | SPOKANE | WA | 99202 | N/A | PC | FBO EVERGREEN CLUB, IN MEMORY OF JEFF THOMAS | $5,000 |
| FYRE | |||||||
| 23 ASH ST S | OMAK | WA | 98841 | N/A | PC | SUPPORT GENERAL OPERATIONS | $20,000 |
| HEALTH AND JUSTICE RECOVERY ALLIANCE | |||||||
| 3013 N MARGUERITE RD | MILLWOOD | WA | 99212 | N/A | PC | HEALING FAMILIES, HOMELESSNESS, TECH ASSISTANCE | $579,551 |
| KALISPEL TRIBE OF INDIANS | |||||||
| 1981 N LECLERC | USK | WA | 99180 | FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE | GOV | SUPPORT ELDER HEALTH COACHING | $75,000 |
| LATINOS EN SPOKANE | |||||||
| 1502 N MONROE ST | SPOKANE | WA | 99201 | N/A | PC | TO PROMOTE IMPROVED HEALTH | $238,653 |
| LIFE SERVICES OF SPOKANE | |||||||
| 2659 N ASH | SPOKANE | WA | 99205 | N/A | PC | MATCH EMPLOYEE CONTRIBUTION | $200 |
| MHA SPEAKOUT SPEAKUP | |||||||
| 418 E PACIFIC AVE STE 102 | SPOKANE | WA | 99202 | N/A | PC | TECH ASSISTANCE | $25,000 |
| METHOW FIELD INSTITUTE MVIC | |||||||
| 210 5TH AVE | TWISP | WA | 98856 | N/A | PC | GENERAL DONATION | $2,000 |
| MUJERES IN ACTION (MIA) | |||||||
| 318 E ROWAN STE 208 | SPOKANE | WA | 99207 | N/A | PC | CAPITAL CAMPAIGN PROJECT | $50,000 |
| NATIVE PROJECT INC | |||||||
| 1803 W MAXWELL AVE | SPOKANE | WA | 99201 | N/A | PC | SUPPORT CAPITAL PROJECT | $300,000 |
| NEW DEVELOPED NATIONS | |||||||
| 5523 E COMMERCE AVE | SPOKANE | WA | 99212 | N/A | PC | HEALING FAMILIES | $61,000 |
| NEW HOPE RESOURCE CENTER | |||||||
| 4211 E COLBERT RD | COLBERT | WA | 99005 | N/A | PC | PRIMARY CARE AND MED CARE COORDINATION SERVICES | $15,000 |
| NEWPORT HOSP & HEALTH SVCS FOUNDATION | |||||||
| 714 W PINE STREET | NEWPORT | WA | 99156 | FOUNDATION DIRECTOR AFFILIAT | PC | TO PROMOTE IMPROVED HEALTH | $150,039 |
| NORTHEAST YOUTH AND FAMILY SERVICES | |||||||
| 19 E QUEEN AVE | SPOKANE | WA | 99207 | N/A | PC | TECH ASSISTANCE | $20,000 |
| PACIFIC KEEP CHURCH | |||||||
| PO BOX 48422 | SPOKANE | WA | 99228 | N/A | PC | EMPLOYEE MATCHING | $400 |
| PEACE AND JUSTICE ACTION LEAGUE SPOKANE | |||||||
| 35 W MAIN AVE STE 120M | SPOKANE | WA | 99201 | N/A | PC | EMPLOYEE MATCHING | $100 |
| PHILANTHROPY NORTHWEST | |||||||
| 600 UNIVERSITY ST STE 1725 | SEATTLE | WA | 98101 | N/A | PC | TO PROMOTE IMPROVED HEALTH | $5,000 |
| RAZE DEVELOPMENT INC | |||||||
| 2015 N MONROE ST | SPOKANE | WA | 99205 | N/A | PC | IMPROVE HEALTH, TECH ASSISTANCE | $452,000 |
| RISING RIVER MEDIA | |||||||
| 16621 EAST INDIANA AVE F-101 | SPOKANE VALLEY | WA | 99016 | N/A | PC | GENERAL OPERATIONS | $2,000 |
| RURAL RESOURCES COMMUNITY ACTION | |||||||
| 956 S MAIN STREET SUITE A | COLVILLE | WA | 99114 | FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE | PC | GENERAL PROGRAMS | $310,000 |
| SALISH SCHOOL OF SPOKANE | |||||||
| PO BOX 10271 | SPOKANE | WA | 99209 | N/A | PC | NEW BUILDING PAYOFF, TECH ASSISTANCE | $290,000 |
| SPECTRUM | |||||||
| 1514 N MONROE ST | SPOKANE | WA | 99201 | N/A | PC | HEALING FAMILIES, FAMILY PRESERVATION, TECH ASSISTANCE | $137,000 |
| SPOKANE ARTS FUND | |||||||
| PO BOX 978 | SPOKANE | WA | 99210 | N/A | PC | SUPPORT ARTISTS | $11,700 |
| SPOKANE LANGUAGE HOUSE | |||||||
| 6523 N JEFFERSON ST | SPOKANE | WA | 99208 | N/A | PC | HOSTING OF WASHINGTON SCHOOL RETREAT | $2,500 |
| SPOKANE NAACP BRANCH #1137 | |||||||
| 25 W MAIN AVE STE 239 | SPOKANE | WA | 99201 | N/A | PC | SUPPORT HIRING CONSULTANT | $30,000 |
| SPOKANE TRIBAL NETWORK | |||||||
| PO BOX 390 | WELLPINIT | WA | 99040 | N/A | PC | SUPPORT PREGNANCY, TECH ASSISTANCE | $31,000 |
| TERRAIN PROGRAMS | |||||||
| 304 W PACIFIC AVE 210 | SPOKANE | WA | 99201 | N/A | PC | SUPPORT WEBSITE REDEVELOPMENT | $17,000 |
| THE LANDS COUNCIL | |||||||
| 25 W MAIN AVE STE 222 | SPOKANE | WA | 99201 | N/A | PC | SUPPORT LEGISLATIVE SUMMIT | $8,000 |
| THE SHADES OF MOTHERHOOD NETWORK | |||||||
| 3319 EAST CONGRESS AVE | SPOKANE | WA | 99223 | N/A | PC | COMMUNITY ADVISORY COMMITTEE GRANT | $6,000 |
| THRIVE INTERNATIONAL | |||||||
| 110 E 4TH AVE | SPOKANE | WA | 99202 | N/A | PC | SUPPORT THE MAHIMA PROJECT | $30,000 |
| UNION GOSPEL MISSION | |||||||
| 1224 E TRENT AVE | SPOKANE | WA | 99202 | N/A | PC | MATCH EMPLOYEE CONTRIBUTION | $360 |
| VETS GARAGE | |||||||
| PO BOX 3551 | SPOKANE | WA | 99202 | N/A | PC | TECH ASSISTANCE | $6,000 |
| WA STATE UNIVERSITY PULLMAN | |||||||
| 220 FRENCH ADMINISTRATION BLDG | PULLMAN | WA | 99164 | FORMER FOUNDATION DIRECTOR AFFILIATED WITH GRANTEE | GOV | SUPPORT INDIGENOUS PROGRAMMING | $15,000 |
| WSU OFFICE OF THE CONTROLLER | |||||||
| PO BOX 641025 | PULLMAN | WA | 99164 | 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 | WA | 99156 | N/A | PC | HONOR OF COMMUNITY ADVISORY COMMITTEE | $6,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $3,696,996 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Program Service Revenue Dtl ProgramServiceRevenueDtl (2 entries)
| DescDesc | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|
| STATE & AGENCY CONTRACTS | $5,473,641 |
| AGREEMENTS WITH AFFILIATES | $345,367 |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $100,213 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,104,915 | ExclusionAmt |
Net Rntl Incm Re Not Debt Fincd Prop NetRntlIncmReNotDebtFincdProp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 16 | ExclusionCd |
| Exclusion | -$90,392 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 523000 | BusinessCd |
| Unrelated Business Taxbl Incm | $305,841 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $768,214 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | COMPANY MANAGEMENT FEES | Desc |
| Related Or Exempt Function Incm | $10,927 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $305,841 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,882,950 | ExclusionAmt |
| Related Or Exempt Function Incm | $5,829,935 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $8,018,726 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp (3 entries)
| Line NumberLineNumberTxt | Relationship StatementRelationshipStatementTxt |
|---|---|
| 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. |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | Yes (1) | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | Yes (1) | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail (2 entries)
| Line NumberLineNumberTxt | InvolvedInvolvedAmt | Transfers Trans And Shr ArrngmTransfersTransAndShrArrngmDesc |
|---|---|---|
| EMPIRE HEALTH COMMUNITY ADVOCACY FUND (501C4) | ||
| 1c | $248,061 | 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). |
| EMPIRE HEALTH COMMUNITY ADVOCACY FUND (501C4) | ||
| 1b(3) | $1,279 | THE DISREGARDED ENTITY, PHILANTHROPY CENTER LLC, LEASED SPACE TO THE C4 ORGANIZATION |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | Yes (1) | RelationshipsNonchrtblEOInd |
Relationship Schedule Detail RelationshipScheduleDetail
Organization Business Name OrganizationBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EMPIRE HEALTH COMMUNITY ADVOCACY FUND (501C4) | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Type | 501C4 | OrganizationTypeDesc |
| Relationship Description | RELATED ENTITY THAT SHARES EMPLOYEES. | RelationshipDescriptionTxt |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| MARGARET A CARGILL FOUNDATION | ||||||
| 1 | 6889 ROWLAND ROAD | EDEN PRAIRIE | MN | 55344 | $1,500,000 | Yes (X) |
| SEATTLE FOUNDATION | ||||||
| 2 | 1601 FIFTH AVENUE SUITE 1900 | SEATTLE | WA | 98101 | $500,000 | Yes (X) |
| BALLMER GIVING LLC | ||||||
| 3 | 10400 NE 4TH ST STE 3000 | BELLEVUE | WA | 98004 | $300,000 | Yes (X) |
| US TREASURY-EMPLOYEE RETENTION CREDIT | ||||||
| 4 | 324 25TH ST | OGDEN | UT | 84401 | $198,846 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING | CategoryTxt |
| Amt | $77,201 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $77,201 | DisbursementsCharitablePrpsAmt |
Distribution From Corpus Election DistributionFromCorpusElection
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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. | ElectionDesc |
Explan Of Legis Political Actvts ExplanOfLegisPoliticalActvts
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medium 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. | MediumExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (109 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (247 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 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 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $0 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $10,359,878 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $10,359,878 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (21 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp (2 entries)
| CategoryCategoryTxt | Legal FeesLegalFeesAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| LEGAL EXPENSES | $44,344 | $0 | $15,015 | $42,240 |
| LEGAL FEES | $125 | $125 | $0 |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (6 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 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 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (27 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| 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 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (4 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| 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 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN ON SECURITIES | Desc |
| Amt | $7,611,180 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | WORKERS COMPENSATION PAYABLE | Desc |
| BOY Book Value | $59,000 | BOYBookValueAmt |
| EOY Book Value | $45,000 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | OTHER PROFESSIONAL FEES | CategoryTxt |
| Amt | $1,227,120 | Amt |
| Net Investment Income | $328,955 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $69,748 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $901,383 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES AND LICENSES | $33,856 | $136 | $3,777 | $996 |
| TAXES - PHILANTHROPY CENTER | $486 | $486 | $0 | |
| TAXES - SUNSET HEALTH | $9,484 | $9,484 | $0 |
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