-
TIN:
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0052
20
19
Open to Public Inspection
For calendar year 2019, or tax year beginning
01-01-2019
, and ending
12-31-2019
Name of foundation
CATHOLIC HUMAN SERVICES FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 673
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSTOWN
,
NJ
08867
A Employer identification number
26-2967521
B
Telephone number (see instructions)
(908) 730-6883
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
14,568,767
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
2,216
2,216
4
Dividends and interest from securities
...
416,846
416,846
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
432,592
b
Gross sales price for all assets on line 6a
1,134,861
7
Capital gain net income (from Part IV, line 2)
...
432,592
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)
.......
8,962
8,962
12
Total.
Add lines 1 through 11
........
860,616
860,616
13
Compensation of officers, directors, trustees, etc.
240,163
67,987
172,176
14
Other employee salaries and wages
......
15
Pension plans, employee benefits
.......
52,098
14,749
37,349
16a
Legal fees (attach schedule)
.........
b
Accounting fees (attach schedule)
.......
2,400
1,200
1,200
c
Other professional fees (attach schedule)
....
17
Interest
...............
18
Taxes (attach schedule) (see instructions)
...
10,000
10,000
0
19
Depreciation (attach schedule) and depletion
...
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
3,559
0
3,559
22
Printing and publications
..........
23
Other expenses (attach schedule)
.......
25,177
10,225
14,952
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
333,397
104,161
229,236
25
Contributions, gifts, grants paid
.......
513,514
513,514
26
Total expenses and disbursements.
Add lines 24 and 25
846,911
104,161
742,750
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
13,705
b
Net investment income
(if negative, enter -0-)
756,455
c
Adjusted net income
(if negative, enter -0-)
...
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2019)
Form 990-PF (2019)
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
1
Cash—non-interest-bearing
.............
50,228
37,470
37,470
2
Savings and temporary cash investments
.........
223,769
426,025
426,025
3
Accounts receivable
Less: allowance for doubtful accounts
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
4,102,945
4,028,777
12,803,635
c
Investments—corporate bonds (attach schedule)
.......
1,303,433
1,201,808
1,218,549
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
131,768
131,768
83,088
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
5,812,143
5,825,848
14,568,767
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
5,812,143
5,825,848
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
27
Paid-in or capital surplus, or land, bldg., and equipment fund
28
Retained earnings, accumulated income, endowment, or other funds
29
Total net assets or fund balances
(see instructions)
.....
5,812,143
5,825,848
30
Total liabilities and net assets/fund balances
(see instructions)
.
5,812,143
5,825,848
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
5,812,143
2
Enter amount from Part I, line 27a
.....................
2
13,705
3
Other increases not included in line 2 (itemize)
3
0
4
Add lines 1, 2, and 3
..........................
4
5,825,848
5
Decreases not included in line 2 (itemize)
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
5,825,848
Form
990-PF
(2019)
Form 990-PF (2019)
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
ADVANSIX INC - 200 SHRS
P
2008-12-24
2019-11-04
b
ALLEGION PLC - 1,000 SHRS
P
2009-03-11
2019-11-15
c
DOW INC - .6667 SHRS
P
2009-11-16
2019-04-05
d
DUPONT DE NEMOURS INC - .67 SHRS
P
2009-11-16
2019-06-06
e
GARRETT MOTION INC - 500 SHRS
P
2008-12-24
2019-11-04
PILGRIMS PRIDE CORP - 3,000 SHRS
P
2017-01-25
2019-11-04
RESIDEO TECHNOLOGIES INC - 833 SHRS
P
2008-12-24
2019-08-29
ZOETIS INC - 3,000 SHRS
P
2013-02-01
2019-01-07
ZOETIS INC - 2,000 SHRS
P
2013-06-26
2019-01-07
VIACOMCBS - .625 SHRS
P
2008-12-24
2019-12-17
WABTEC HOLDING - .226 SHRS
P
2019-03-01
2019-03-04
WABTEC HOLDING - 32 SHRS
P
2019-03-01
2019-06-06
AVON PRODUCTS INC - 2,000 SHRS
P
2014-10-28
2019-11-15
CORTEVA INC - .667 SHRS
P
2019-06-06
2019-06-06
CAPITAL ONE FINANCIAL CO 2.45% NT
P
2018-04-26
2019-03-25
BARCLAYS BANK PLC 2%
P
2017-06-13
2019-06-20
FORD MOTOR CREDIT 4.5% SER NOTZ
P
2018-09-24
2019-09-20
GOLDMAN SACHS GROUP INC SER MTN 4% STEP
P
2016-02-10
2019-11-12
BANK OF AMERICA SER MTN 4% STEP
P
2018-11-15
2019-11-19
PROSPECT CAPITAL CORP SER NOTZ 4%
P
2017-11-08
2019-11-27
BANK OF AMERICA SECURITIES SETTLEMENT
P
CAPITAL GAINS DIVIDENDS
P
(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
4,656
963
3,693
b
118,748
8,046
110,702
c
38
19
19
d
48
39
9
e
5,250
1,935
3,315
93,748
56,527
37,221
11,345
5,185
6,160
257,574
91,565
166,009
171,716
63,165
108,551
25
16
9
17
18
-1
2,151
2,498
-347
8,940
22,407
-13,467
18
11
7
50,000
50,000
0
50,000
50,000
0
50,000
50,000
0
100,000
99,875
125
100,000
100,000
0
100,000
100,000
0
489
489
10,098
10,098
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-)
or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
3,693
b
110,702
c
19
d
9
e
3,315
37,221
6,160
166,009
108,551
9
-1
-347
-13,467
7
0
0
0
125
0
0
489
10,098
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
432,592
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)
If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
Yes
No
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1
Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2018
798,488
13,947,957
0.057248
2017
802,539
13,726,111
0.058468
2016
774,803
12,861,101
0.060244
2015
822,422
13,150,223
0.062541
2014
873,389
14,368,549
0.060785
2
Total
of line 1, column (d)
.....................
2
0.299286
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years
......
3
0.059857
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5
......
4
13,779,333
5
Multiply line 4 by line 3
......................
5
824,790
6
Enter 1% of net investment income (1% of Part I, line 27b)
...........
6
7,565
7
Add lines 5 and 6
........................
7
832,355
8
Enter qualifying distributions from Part XII, line 4
,.............
8
742,750
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
b
Domestic foundations that meet the section 4940(e) requirements in Part V, check
1
15,129
here
and enter 1% of Part I, line 27b
...................
c
All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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
15,129
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
15,129
6
Credits/Payments:
a
2019 estimated tax payments and 2018 overpayment credited to 2019
6a
30,626
b
Exempt foreign organizations—tax withheld at source
......
6b
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
30,626
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2220 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
15,497
11
Enter the amount of line 10 to be:
Credited to 2020 estimated tax
15,497
Refunded
11
0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign?
....................
1a
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for 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.
$
0
(2)
On foundation managers.
$
0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?
.......
2
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments?
If "Yes," attach a conformed copy of the changes
....
3
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?
........
4a
No
b
If "Yes," has it filed a tax return on
Form 990-T
for this year?
...................
4b
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?
.........
5
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
By language in the governing instrument, or
By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument?
................
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 XV.
.................................
7
Yes
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
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
No
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 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
If "Yes," complete Part XIV
.............................
9
No
10
Did any persons become substantial contributors during the tax year?
If "Yes," attach a schedule listing their names
and addresses.
...............................
10
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
5
Part VII-A
Statements Regarding Activities
(continued)
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions
.............
11
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions
.................
12
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
Website address
WWW.CATHOLICHUMANSERVICESFOUNDATION.ORG
14
The books are in care of
R KEVIN HACKETT
Telephone no.
(908) 730-6883
Located at
PO BOX 673
PITTSTOWN
NJ
ZIP+4
08867
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over
Yes
No
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
Part VII-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?
Yes
No
(2)
Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person?
......................
Yes
No
(3)
Furnish goods, services, or facilities to (or accept them from) a disqualified person?
Yes
No
(4)
Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
Yes
No
(5)
Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)?
...............
Yes
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.)
.......
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
........
c
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 2019?
.............
1c
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 2019, did the foundation have any undistributed income (lines 6d
and 6e, Part XIII) for tax year(s) beginning before 2019?
.............
Yes
No
If "Yes," list the years
20
,
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.
20
,
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?
......................
Yes
No
b
If "Yes," did it have excess business holdings in 2019 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 2019.)
..................
3b
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
4b
No
Form
990-PF
(2019)
Form 990-PF (2019)
Page
6
Part VII-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))?
Yes
No
(2)
Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive?
.............
Yes
No
(3)
Provide a grant to an individual for travel, study, or other similar purposes?
Yes
No
(4)
Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions
................
Yes
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?
.....
Yes
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
Organizations relying on a current notice regarding disaster assistance check here
.........
c
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?
..........
Yes
No
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?
.....................
Yes
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?
Yes
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?
.................
Yes
No
Part VIII
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
R KEVIN HACKETT
PRESIDENT/CEO/DIRECTOR
40.00
169,967
25,495
0
PO BOX 673
PITTSTOWN
,
NJ
08867
MARGARET HACKETT
VP/SECRETARY/GRANT PROGRAM
40.00
70,196
10,529
0
PO BOX 673
PITTSTOWN
,
NJ
08867
JOHN DEGRAAF
DIRECTOR
1.00
0
0
0
PO BOX 673
PITTSTOWN
,
NJ
08867
RAY BURNS
DIRECTOR
1.00
0
0
0
PO BOX 673
PITTSTOWN
,
NJ
08867
2
Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a)
Name and address of each employee paid more than $50,000
(b)
Title, and average
hours per week
devoted to position
(c)
Compensation
(d)
Contributions to
employee benefit
plans and deferred
compensation
(e)
Expense account,
other allowances
NONE
Total
number of other employees paid over $50,000
...................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
7
Part VIII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
(continued)
3
Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a)
Name and address of each person paid more than $50,000
(b)
Type of service
(c)
Compensation
NONE
Total
number of others receiving over $50,000 for professional services
.............
0
Part IX-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.
Expenses
1
2
3
4
Part IX-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
.........................
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
8
Part X
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
13,511,143
b
Average of monthly cash balances
.......................
1b
478,028
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
13,989,171
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
13,989,171
4
Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
instructions)
.............................
4
209,838
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3. Enter here and on Part V, line 4
5
13,779,333
6
Minimum investment return.
Enter 5% of line 5
..................
6
688,967
Part XI
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part X, line 6
....................
1
688,967
2a
Tax on investment income for 2019 from Part VI, line 5
......
2a
15,129
b
Income tax for 2019. (This does not include the tax from Part VI.)
...
2b
c
Add lines 2a and 2b
............................
2c
15,129
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
673,838
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
673,838
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 XIII, line 1
...
7
673,838
Part XII
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
742,750
b
Program-related investments—total from Part IX-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 V, line 8, and Part XIII, line 4
4
742,750
5
Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
income. Enter 1% of Part I, line 27b. See instructions
.................
5
0
6
Adjusted qualifying distributions.
Subtract line 5 from line 4
..............
6
742,750
Note:
The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
the section 4940(e) reduction of tax in those years.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
9
Part XIII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2018
(c)
2018
(d)
2019
1
Distributable amount for 2019 from Part XI, line 7
673,838
2
Undistributed income, if any, as of the end of 2019:
a
Enter amount for 2018 only
.......
0
b
Total for prior years:
20
,
20
,
20
0
3
Excess distributions carryover, if any, to 2019:
a
From 2014
......
163,413
b
From 2015
......
174,469
c
From 2016
......
146,100
d
From 2017
......
129,044
e
From 2018
......
112,020
f
Total
of lines 3a through e
........
725,046
4
Qualifying distributions for 2019 from Part
XII, line 4:
$
742,750
a
Applied to 2018, but not more than line 2a
0
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
0
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2019 distributable amount
.....
673,838
e
Remaining amount distributed out of corpus
68,912
5
Excess distributions carryover applied to 2019.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
793,958
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 2018. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2019. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2020
..........
0
7
Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions)
.......
0
8
Excess distributions carryover from 2014 not
applied on line 5 or line 7 (see instructions)
...
163,413
9
Excess distributions carryover to 2020.
Subtract lines 7 and 8 from line 6a
......
630,545
10
Analysis of line 9:
a
Excess from 2015
....
174,469
b
Excess from 2016
....
146,100
c
Excess from 2017
....
129,044
d
Excess from 2018
....
112,020
e
Excess from 2019
....
68,912
Form
990-PF
(2019)
Form 990-PF (2019)
Page
10
Part XIV
Private Operating Foundations
(see instructions and Part VII-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 2019, enter the date of the ruling
.......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part X for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2019
(b)
2018
(c)
2017
(d)
2016
b
85% of line 2a
.........
c
Qualifying distributions from Part XII,
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 X, 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 XV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
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
a
The name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CATHOLIC HUMAN SERVICES FOUNDATION
PO BOX 673
PITTSTOWN
,
NJ
08867
(908) 730-6883
b
The form in which applications should be submitted and information and materials they should include:
SEND LETTER OF INQUIRY REQUESTING GRANT APPLICATION PACKAGE.
c
Any submission deadlines:
THE FOUNDATION MEETS QUARTERLY TO REVIEW GRANT REQUESTS.
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE PRIMARILY GIVEN TO CATHOLIC ORGANIZATIONS PROVIDING HEALTH AND HUMAN SERVICES.
Form
990-PF
(2019)
Form 990-PF (2019)
Page
11
Part XV
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)
a
Paid during the year
THE MIDLAND SCHOOL
PO BOX 5026
NORTH BRANCH
,
NJ
08876
PC
FUNDING FOR A RIFTON TRAM FOR SCHOOL OFFERING A COMPREHENSIVE SPECIAL EDUCATION PROGRAM FOR CHILDREN WITH DEVELOPMENTAL DISABILITIES
5,307
CENTER FOR HUMANISTIC CHANGE INC
555 UNION BLVD
ALLENTOWN
,
PA
18109
PC
FUNDING FOR TECHNOLOGY EQUIPMENT FOR CENTER PROVIDING EDUCATIONAL PROGRAMS FOR DRUG AND ALCOHOL PREVENTION
11,995
MEMORIES LIVE FOUNDATION
55 UNION PLACE
SUMMIT
,
NJ
07901
PC
FUNDING FOR OFFICE EQUIPMENT AND PHOTOGRAPHY SUPPLIES FOR FILMING INDIVIDUALS LIVING WITH LIFE-LIMITING ILLNESSES
3,259
MOORESTOWN VISITING NURSE ASSOCIATION
300 HARPER DRIVE
MOORESTOWN
,
NJ
08057
PC
FUNDING FOR MEDICATIONS AND SUPPLIES AND EQUIPMENT FOR AGENCY PROVIDING HOME CARE, HOSPICE AND COUNSELING AND WELLNESS SERVICES
5,000
FREEDOM HOUSE INC
2004 ROUTE 31 N
CLINTON
,
NJ
08809
PC
FUNDING FOR TECHNOLOGY EQUIPMENT FOR AGENCY PROVIDING HOUSING, TREATMENT AND RECOVERY-ORIENTED SERVICES TO CHEMICALLY DEPENDENT INDIVIDUALS
2,652
SISTERS OF ST DOMINIC OF CALDWELL NEW JERSEY
ONE RYERSON AVENUE
CALDWELL
,
NJ
07006
PC
FUNDING FOR FURNITURE FOR CONVENT AND HEALTHCARE CENTER CARING FOR RETIRED AND CONVALESCING DOMINICAN SISTERS
12,000
COMMUNITY ACCESS UNLIMITED INC
80 WEST GRAND STREET
ELIZABETH
,
NJ
07202
PC
FUNDING FOR EQUIPMENT FOR AGENCY PROVIDING COMPREHENSIVE SUPPORT SERVICES FOR PEOPLE WITH DISABILITIES AND THEIR FAMILIES
10,000
TASK INC
72 1/2 ESCHER STREET
TRENTON
,
NJ
08609
PC
FUNDING FOR FOOD FOR AGENCY PROVIDING MEALS TO THE HUNGRY ALONG WITH PROGRAMS TO ENCOURAGE SELF-SUFFICIENCY AND TO IMPROVE THE QUALITY OF LIFE
10,000
MEALS ON WHEELS IN HUNTERDON INC
5 WALTER E FORAN BLVD
FLEMINGTON
,
NJ
08822
PC
FUNDING FOR MEALS FOR AGENCY ASSISTING THE HOMEBOUND ELDERLY AND DISABLED OF HUNTERDON COUNTY, NEW JERSEY
10,000
INN DWELLING
109 E PRICE STREET
PHILADELPHIA
,
PA
19144
PC
FUNDING FOR EQUIPMENT FOR PROGRAM DEDICATED TO ASSISTING ECONOMICALLY-CHALLENGED YOUTH IN PHILADELPHIA, PENNSYLVANIA
12,000
ST JOSEPH'S HOME FOR THE ELDERLY LITTLE SISTERS OF THE POOR
140 SHEPHERD LANE
TOTOWA
,
NJ
07512
PC
FUNDING FOR FOOD FOR HOME DEDICATED TO SERVING THE AGED POOR WHO HAVE LIMITED FINANCIAL MEANS OR SOCIAL SUPPORT
10,000
BERNARDINE FRANCISCAN SISTERS
450 ST BERNARDINE STREET
READING
,
PA
19607
PC
FUNDING FOR TECHNOLOGY EQUIPMENT FOR PROGRAM SERVING THE ECONOMICALLY DISADVANTAGED THROUGH EDUCATIONAL PROGRAMS
10,000
MISSIONARY SISTERS OF THE HOLY ROSARY
741 POLO ROAD
BRYN MAWR
,
PA
19010
PC
FUNDING FOR CLASSROOM AND PLAYGROUND EQUIPMENT FOR SCHOOL IN GHANA SERVING 100 PUPILS LIVING IN RURAL TOWNS AND VILLAGES
7,121
COLLIER YOUTH SERVICES
160 CONOVER ROAD
WICKATUNK
,
NJ
07765
PC
FUNDING FOR SCIENCE SUPPLIES FOR DAY CAMP SERVING LOW-INCOME CHILDREN FROM MONMOUTH COUNTY'S POOREST NEIGHBORHOODS
560
JOSEPH'S HOUSE OF CAMDEN LLC
20 CHURCH STREET
CAMDEN
,
NJ
08105
PC
FUNDING FOR SUPPLIES FOR AGENCY PROVIDING FOOD, SHELTER, LAUNDRY AND SHOWER FACILITIES ALONG WITH SOCIAL SERVICES TO THE HOMELESS IN CAMDEN
10,000
THE NORTHWEST CENTER INC
2702 ONTARIO RD NW
WASHINGTON
,
DC
20009
PC
FUNDING FOR SUPPLIES FOR PRO-LIFE ORGANIZATION SERVING MINORITY AND LOW-INCOME PREGNANT WOMEN IN THE GREATER WASHINGTON, DC AREA
500
INTERFAITH CAREGIVERS OF GREATER MERCER COUNTY
3635 QUAKERBRIDGE ROAD
HAMILTON
,
NJ
08619
PC
FUNDING FOR TECHNOLOGY EQUIPMENT FOR AGENCY PROVIDING FREE ASSISTANCE TO THE HOMEBOUND ELDERLY MATCHING THEM WITH SUPPORTIVE AND CARING VOLUNTEERS
8,673
EVA'S VILLAGE INC
393 MAIN STREET
PATERSON
,
NJ
07501
PC
FUNDING FOR PLAYGROUND EQUIPMENT FOR SOCIAL SERVICE ORGANIZATION PROVIDING CARE TO THOSE STRUGGLING WITH POVERTY, HUNGER AND HOMELESSNESS
12,319
ASSUMPTION COLLEGE FOR SISTERS
200 A MORRIS AVENUE
DENVILLE
,
NJ
07834
PC
FUNDING FOR EQUIPMENT FOR INDEPENDENT COLLEGE CONFERRING ASSOCIATE DEGREES ON RELIGIOUS WOMEN PREPARING THEM FOR APOSTOLIC WORKS
12,000
ST ANNE'S GUEST HOME
524 N 17TH STREET
GRAND FORKS
,
ND
58203
PC
FUNDING FOR SUPPLIES FOR AGENCY PROVIDING HOUSING AND SERVICES FOR THE ELDERLY AND DISABLED WHO ARE NO LONGER ABLE TO LIVE INDEPENDENTLY
9,000
MANNA
420 N 20TH STREET
PHILADELPHIA
,
PA
19130
PC
FUNDING FOR SUPPLIES FOR PROGRAM PROVIDING NOURISHMENT TO CRITICALLY ILL NEIGHBORS BY DELIVERING MEDICALLY TAILORED MEALS TO THOSE IN NEED
5,000
MUSICWORKS
2050 WEST CHESTER PIKE
HAVERTOWN
,
PA
19083
PC
FUNDING FOR EQUIPMENT FOR PROGRAM PROVIDING MUSIC THERAPY SERVICES FOR INDIVIDUALS CHALLENGED BY AUTISM, SPECIAL NEEDS, ILLNESS OR AGING
3,412
DAWN'S PLACE
PO BOX 48253
PHILADELPHIA
,
PA
19144
PC
FUNDING FOR FURNITURE AND EQUIPMENT FOR RESIDENTIAL PROGRAM SERVING WOMEN WHO ARE VICTIMS OF SEX TRAFFICKING
1,086
YORK STREET PROJECT INC
89 YORK STREET
JERSEY CITY
,
NJ
07302
PC
FUNDING FOR TECHNOLOGY EQUIPMENT FOR PROGRAM PROVIDING FOOD, SHELTER, EDUCATION AND HEALING TO PERSONS IN NEED, ESPECIALLY WOMEN AND CHILDREN
9,140
ST ELIZABETH SCHOOL INC
801 ARGONNE DRIVE
BALTIMORE
,
MD
21218
PC
FUNDING FOR TECHNOLOGY EQUIPMENT FOR SCHOOL PROVIDING SPECIAL EDUCATION TO STUDENTS CHALLENGED BY INTELLECTUAL, PHYSICAL OR EMOTIONAL DISABILITIES
9,369
HOLY FAMILY PARISH
56 THROOP AVENUE
NEW BRUNSWICK
,
NJ
08901
PC
FUNDING FOR AN ELECTRONIC HEALTH RECORD SYSTEM FOR PROGRAM PROVIDING TRAUMA-INFORMED THERAPIES TO THOSE IN NEED
3,240
ALLIANCE CENTER FOR INDEPENDENCE
629 AMBOY AVENUE
EDISON
,
NJ
08837
PC
FUNDING FOR COMPUTER EQUIPMENT FOR COMMUNITY BASED ORGANIZATION SERVING INDIVIDUALS WITH DISABILITIES AND THEIR FAMILIES
3,942
CONGREGATION OF THE SISTERS SERVANTS OF THE IHM
2300 ADAMS AVENUE
SCRANTON
,
PA
18509
PC
FUNDING FOR A SECURITY SYSTEM FOR CONGREGATION OF SISTERS WORKING IN EDUCATION, HEALTH CARE, SOCIAL SERVICE AND PASTORAL AND SPIRITUAL MINISTRIES
12,000
STS JOACHIM AND ANN CARE SERVICE
4116 MCCLAY ROAD
ST CHARLES
,
MO
63304
PC
FUNDING FOR TECHNOLOGY EQUIPMENT FOR PROGRAM PROVIDING COMPREHENSIVE DIRECT SERVICES TO FAMILIES AND INDIVIDUALS WHO ARE HOMELESS
7,910
THE ARC OF ESSEX COUNTY INC
123 NAYLON AVENUE
LIVINGSTON
,
NJ
07039
PC
FUNDING FOR CAMP SUPPLIES FOR PROGRAM PROVIDING COMPREHENSIVE AND SUPPORT SERVICES TO INDIVIDUALS WITH DEVELOPMENTAL DISABILITIES AND THEIR FAMILIES
4,305
CATHEDRAL SOUP KITCHEN INC
1514 FEDERAL STREET
CAMDEN
,
NJ
08105
PC
FUNDING FOR EQUIPMENT FOR PROGRAM PROVIDING HOT MEALS, OUTREACH SERVICES, DENTAL SERVICES AND JOB SKILLS TRAINING TO THOSE IN NEED IN CAMDEN, NJ
9,607
DOUGHMAIN FINANCIAL LITERACY FOUNDATION
189 WALL STREET
PRINCETON
,
NJ
08540
PC
FUNDING FOR TECHNOLOGY EQUIPMENT FOR PROGRAM PREPARING TODAY'S STUDENTS FOR FINANCIAL RESPONSIBILITY THROUGH EDUCATIONAL PROGRAMS
5,000
180 TURNING LIVES AROUND
1 BETHANY ROAD
HAZLET
,
NJ
07730
PC
FUNDING FOR FOOD AND SUPPLIES FOR DOMESTIC VIOLENCE SHELTER PROVIDING REFUGE FROM FURTHER ABUSE WITH WRAPAROUND SERVICES
10,000
CONCEPTION ABBEY INC
37174 STATE HWY VV
CONCEPTION
,
MO
64433
PC
FUNDING FOR EQUIPMENT FOR BENEDICTINE MONASTERY OPERATING A SEMINARY COLLEGE FOR THE EDUCATION OF FUTURE DIOCESAN PRIESTS
6,259
REDEMPTORIS MATER ARCHDIOCESAN MISSIONARY SEMINARY OF NEWARK
672 PASSAIC AVENUE
KEARNY
,
NJ
07032
PC
FUNDING FOR WINDOWS FOR MISSIONARY SEMINARY HOUSE OF FORMATION PREPARING MEN TO BECOME MISSIONARY PRIESTS
14,872
HABCORE INC
PO BOX 2361
RED BANK
,
NJ
07701
PC
FUNDING FOR BUILDING REPAIRS TO BOARDING HOME PROVIDING HOUSING AND SUPPORT SERVICES TO HOMELESS FAMILIES, VETERANS AND INDIVIDUALS WITH SPECIAL NEEDS
10,000
MISERICORDIA HOME
6300 RIDGE AVENUE
CHICAGO
,
IL
60660
PC
FUNDING FOR EQUIPMENT FOR HOME PROVIDING A FULL CONTINUUM OF CARE FOR CHILDREN AND ADULTS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES
8,717
DAUGHTERS OF CHARITY INTERNATIONAL PROJECT SERVICES
18000 WEST NINE MILE ROAD
SOUTHFIELD
,
MI
48075
PC
FUNDING FOR EQUIPMENT FOR SKILLS TRAINING CENTER ADDRESSING NEEDS SUCH AS WATER, FOOD, SHELTER AND FAITH FORMATION IN NIGERIA
7,288
IHM CENTER FOR LITERACY AND GED PROGRAMS
7341 COTTAGE STREET
PHILADELPHIA
,
PA
19136
PC
FUNDING FOR EDUCATIONAL MATERIALS AND SUPPLIES FOR PROGRAM TEACHING ENGLISH LANGUAGE SKILLS TO THE IMMIGRANT POPULATION OF PHILADELPHIA, PENNSYLVANIA
4,102
CISTERCIAN ABBEY OF SPENCER INC
167 N SPENCER ROAD
SPENCER
,
MA
01562
PC
FUNDING FOR EQUIPMENT FOR ROMAN CATHOLIC MONASTERY OF MONKS LIVING A LIFE OF SOLITUDE AND SILENCE PRAYER, PENANCE AND WORK
15,000
CRISTO REY NEWARK HIGH SCHOOL
239 WOODSIDE AVENUE
NEWARK
,
NJ
07104
PC
FUNDING FOR SCHOOL EQUIPMENT FOR COLLEGE PREP HIGH SCHOOL PROVIDING A QUALITY EDUCATION FOR MEN AND WOMEN WITH LIMITED ECONOMIC RESOURCES
9,514
HEALTHLINK DENTAL CLINIC INC
1775 STREET ROAD
SOUTHAMPTON
,
PA
18966
PC
FUNDING FOR TECHNOLOGY AND MEDICAL SUPPLIES FOR FREE DENTAL CLINIC FOR THE WORKING POOR AND MILITARY VETERANS
12,236
THE ROAD HOME
210 SOUTH RIO GRANDE STREET
SALT LAKE CITY
,
UT
84101
PC
FUNDING FOR EQUIPMENT REPAIRS FOR HUMAN SERVICES PROVIDER OF VITAL SHELTER AND HOUSING PROGRAMS FOR THE HOMELESS
12,608
MOUNT CARMEL GUILD OF TRENTON NJ
73 NORTH CLINTON AVENUE
TRENTON
,
NJ
08609
PC
FUNDING FOR FOOD AND EQUIPMENT FOR AGENCY PROVIDING HOME HEALTH NURSING SERVICES TO THE ELDERLY AND FOOD FOR THOSE IN NEED
10,000
GOOD NEWS HOME INC
33 BARTLES CORNER ROAD
FLEMINGTON
,
NJ
08822
PC
FUNDING FOR EQUIPMENT FOR HOME PROVIDING COMPREHENSIVE SHORT AND LONG-TERM RESIDENTAL SUBSTANCE ABUSE TREATMENT PROGRAMS
4,924
THE PHOENIX CENTER
16 MONSIGNOR OWENS PLACE
NUTLEY
,
NJ
07110
PC
FUNDING FOR EDUCATIONAL SUPPLIES FOR SCHOOL PROVIDING EDUCATIONAL PROGRAMS TO STUDENTS ON THE AUTISM SPECTRUM
6,950
MISSIONARY FRANCISCAN SISTERS OF THE IMMACULATE CONCEPTION
790 CENTRE STREET
NEWTON
,
MA
02458
PC
FUNDING FOR CHAPEL EQUIPMENT FOR RELIGIOUS ORDER CARING FOR THE MARGINALIZED POOR IN THE UNITED STATES AND OVERSEAS
11,724
HEALING THE CHILDREN NEW JERSEY
112 5TH AVENUE
HAWTHORNE
,
NJ
07506
PC
FUNDING FOR MEDICAL EQUIPMENT FOR PROGRAM PROVIDING MEDICAL CARE AND SERVICES TO CHILDREN AROUND THE WORLD BORN WITH CONGENITAL ABNORMALITIES
5,265
ST CHRISTOPHER'S FOUNDATION FOR CHILDREN
1800 JFK BOULEVARD
PHILADELPHIA
,
PA
19103
PC
FUNDING FOR DENTAL SUPPLIES AND EQUIPMENT FOR PROGRAM PROVIDING FREE DENTAL CARE TO CHILDREN WHO ARE UNINSURED OR UNDERINSURED
8,996
VANTAGE HEALTH SYSTEM INC
2 PARK AVENUE
DUMONT
,
NJ
07628
PC
FUNDING FOR EQUIPMENT FOR ORGANIZATION OFFERING A COMPREHENSIVE RANGE OF BEHAVIORAL HEALTH SERVICES TO THE RESIDENTS OF BERGEN COUNTY
10,000
SAINT PETER'S UNIVERSITY
2641 JOHN F KENNEDY BOULEVARD
JERSEY CITY
,
NJ
07306
PC
FUNDING FOR MEDICAL EQUIPMENT FOR NURSING STUDENTS AT SCHOOL PROVIDING A PERSONALIZED EDUCATION WITH A FOCUS ON SERVICE TO OTHERS
9,553
OASIS - A HAVEN FOR WOMEN AND CHILDREN INC
59 MILL STREET
PATERSON
,
NJ
07501
PC
FUNDING FOR EQUIPMENT FOR PROGRAM OFFERING A HAND-UP THROUGH EDUCATION AND JOB TRAINING FOR WOMEN IN NEED
8,177
FLEMINGTON AREA FOOD PANTRY INC
154 ROUTE 31 NORTH
FLEMINGTON
,
NJ
08822
PC
FUNDING FOR EQUIPMENT FOR FOOD PANTRY PROVIDING EMERGENCY FOOD ASSISTANCE FOR THE HUNGRY OF HUNTERDON COUNTY, NEW JERSEY
4,530
PG CHAMBERS SCHOOL INC
15 HALKO DRIVE
CEDAR KNOLLS
,
NJ
07927
PC
FUNDING FOR EQUIPMENT FOR OCCUPATIONAL THERAPY SESSIONS AT SCHOOL PROVIDING EDUCATION SERVICES TO CHILDREN WITH MULTIPLE, COMPLEX DISABILITIES
4,000
FAITH KITCHEN
123 E BLACKWELL STREET
DOVER
,
NJ
07801
PC
FUNDING FOR MEAL AND CLEANING SUPPLIES FOR KITCHEN SERVING NUTRITIOUS MEALS TO THE HUNGRY IN THE DOVER, NEW JERSEY AREA
6,624
ST JOSEPH'S HOSPITAL AND MEDICAL CENTER FOUNDATION INC
703 MAIN STREET
PATERSON
,
NJ
07503
PC
FUNDING FOR MEDICAL EQUIPMENT FOR A MINISTRY OF THE CATHOLIC CHURCH SERVING PATIENTS, REGARDLESS OF INSURANCE COVERAGE OR ABILITY TO PAY
14,900
COMMUNITY HOUSE AT SAINT THOMAS
124 BENTLEY AVENUE
OLD BRIDGE
,
NJ
08857
PC
FUNDING FOR KITCHEN AND LAUNDRY APPLIANCES FOR PROGRAM PROVIDING AFFORDABLE HOUSING FOR ADULTS OF LOW INCOME WITH SIGNIFICANT PHYSICAL DISABILITIES
3,698
MERCY NEIGHBORHOOD MINISTRIES OF PHILADELPHIA
1939 W VENANGO STREET
PHILADELPHIA
,
PA
19140
PC
FUNDING FOR EQUIPMENT FOR ORGANIZATION PROVIDING QUALITY INTERGENERATIONAL PROGRAMING FOR THE NEEDY OF PHILADELPHIA, PENNSYLVANIA
5,000
BUILDING COMMUNITIES
415 FIFTH AVENUE
RIVER EDGE
,
NJ
07661
PC
FUNDING FOR KITCHEN AND LAUNDRY APPLIANCES FOR THE SENIOR RESIDENCE AT ST. PETER THE APOSTLE WHICH IS HOME TO 23 LOW-INCOME SENIORS
6,105
THE MATHENY SCHOOL AND HOSPITAL INC
65 HIGHLAND AVENUE
PEAPACK
,
NJ
07997
PC
FUNDING FOR A DYNAMIC WHEELCHAIR SYSTEN FOR THIS SPECIALIZED CENTER SERVING INDIVIDUALS WITH COMPLEX IMMOBILIZING DEVELOPMENTAL DISABILITIES
6,038
INTERFAITH FOOD PANTRY INC
2 EXECUTIVE DRIVE
MORRIS PLAINS
,
NJ
07950
PC
FUNDING FOR FOOD FOR THE LARGEST PROVIDER OF SUPPLEMENTAL AND EMERGENCY FOOD TO MORRIS COUNTY RESIDENTS IN NEED
9,000
FAMILY PROMISE OF HUNTERDON COUNTY INC
8 BARTLES CORNER ROAD
FLEMINGTON
,
NJ
08822
PC
FUNDING FOR INFLATABLE BEDS FOR PROGRAM PROVIDING SHELTER FOR HOMELESS FAMILIES UTILIZING VOLUNTEERS AND A NETWORK OF RELIGIOUS CONGREGATIONS
3,120
STEPHEN'S PLACE INC
729 RIDGE STREET
BETHLEHEM
,
PA
18015
PC
FUNDING FOR KITCHEN EQUIPMENT FOR PROGRAM SERVING NON-VIOLENT ADULT MALE OFFENDERS WITH A HISTORY OF SUBSTANCE ABUSE RECENTLY RELEASED FROM PRISON
13,188
FIRST CHOICE WOMEN'S RESOURCE CENTERS
82 SPEEDWELL AVENUE
MORRISTOWN
,
NJ
07960
PC
FUNDING FOR TECHNOLOGY EQUIPMENT FOR CENTER PROVIDING SUPPORT, EDUCATION, RESOURCES AND MEDICAL SERVICES TO WOMEN OF CHILDBEARING AGE
5,935
CONGREGATION OF PASSIONIST MISSIONERS INC
148 MONASTERY AVENUE
PITTSBURGH
,
PA
15203
PC
FUNDING FOR DEFIBRILLATORS FOR MONASTERY, SHRINE CHURCH AND RETREAT CENTER SERVING THE PITTSBURGH, PENNSYLVANIA AREA RESIDENTS
4,485
WARREN COUNTY HABITAT FOR HUMANITY
31 BELVIDERE AVENUE
WASHINGTON
,
NJ
07882
PC
FUNDING FOR EQUIPMENT FOR PROGRAM PROVIDING HOME BUILD/OWNERSHIP, EDUCATIONAL WORKSHOPS AND POST PURCHASE SUPPORT FOR WARREN COUNTY, NJ RESIDENTS
15,000
WINDRUSH FARM THERAPEUTIC EQUITATION INC
479 LACY STREET
NORTH ANDOVER
,
MA
01845
PC
FUNDING FOR EQUIPMENT FOR THIS THERAPEUTIC RIDING CENTER SERVING CHILDREN AND ADULTS WITH A WIDE VARIETY OF CHALLENGES
10,559
GRANT RECALL - CONGREGATION OF THE SISTERS SERVANTS OF THE IHM
2300 ADAMS AVENUE
SCRANTON
,
PA
18509
PC
GRANT RECALL
-10,000
GRANT RECALL - ALTERNATIVES INC
600 FIRST AVENUE
RARITAN
,
NJ
08869
PC
GRANT RECALL
-11,250
Total
.................................
3a
513,514
b
Approved for future payment
Total
.................................
3b
0
Form
990-PF
(2019)
Form 990-PF (2019)
Page
12
Part XVI-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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
2,216
4
Dividends and interest from securities
....
14
416,846
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not debt-financed property
.....
6
Net rental income or (loss) from personal property
7
Other investment income
.....
14
8,962
8
Gain or (loss) from sales of assets other than
inventory
............
18
432,592
9
Net income or (loss) from special events:
10
Gross profit or (loss) from sales of inventory
11
Other revenue:
a
b
c
d
e
12
Subtotal. Add columns (b), (d), and (e)
..
0
860,616
0
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
860,616
(See worksheet in line 13 instructions to verify calculations.)
Part XVI-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2019)
Form 990-PF (2019)
Page
13
Part XVII
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1)
Cash
...................................
1a(1)
No
(2)
Other assets
.................................
1a(2)
No
b
Other transactions:
(1)
Sales of assets to a noncharitable exempt organization
....................
1b(1)
No
(2)
Purchases of assets from a noncharitable exempt organization
..................
1b(2)
No
(3)
Rental of facilities, equipment, or other assets
.......................
1b(3)
No
(4)
Reimbursement arrangements
...........................
1b(4)
No
(5)
Loans or loan guarantees
.............................
1b(5)
No
(6)
Performance of services or membership or fundraising solicitations
................
1b(6)
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees
..............
1c
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column
(b)
should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column
(d)
the value of the goods, other assets, or services received.
(a)
Line No.
(b)
Amount involved
(c)
Name of noncharitable exempt organization
(d)
Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527?
...........
Yes
No
b
If "Yes," complete the following schedule.
(a)
Name of organization
(b)
Type of organization
(c)
Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
May the IRS discuss this return
with the preparer shown below
(see instr.)
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
Preparer's Signature
Date
Check if self-
employed
PTIN
Firm's name
Firm's EIN
Firm's address
Phone no.
Form
990-PF
(2019)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description