Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
HEALEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)310 SOUTH STREET 3RD FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MORRISTOWN, NJ07960
A Employer identification number

13-3531967
B Telephone number (see instructions)

(973) 472-6500
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$48,861,116J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 246,024 245,409  
4 Dividends and interest from securities... 143,680 143,680  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 995,882
b Gross sales price for all assets on line 6a 4,259,481
7 Capital gain net income (from Part IV, line 2)... 995,882
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,162,336 -50,651  
12 Total. Add lines 1 through 11........ 2,547,922 1,334,320  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 15,000 7,500   7,500
c Other professional fees (attach schedule).... Click to see attachment 255,262 192,194   63,068
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 45,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 355,270 337,462   10,435
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 670,532 537,156   81,003
25 Contributions, gifts, grants paid....... 1,736,566 1,736,566
26 Total expenses and disbursements. Add lines 24 and 25 2,407,098 537,156   1,817,569
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 140,824
b Net investment income (if negative, enter -0-) 797,164
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,732,161 2,207,670 2,207,670
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 1,036,986 Click to see attachment2,034,474 17,690,729
c Investments—corporate bonds (attach schedule)....... 6,757,797 Click to see attachment6,750,458 6,793,266
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment11,595,835 Click to see attachment11,248,608 Click to see attachment22,169,451
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,122,779 22,241,210 48,861,116
Liabilities 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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 22,122,779 22,241,210
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 22,122,779 22,241,210
30 Total liabilities and net assets/fund balances (see instructions). 22,122,779 22,241,210
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
22,122,779
2
Enter amount from Part I, line 27a .....................
2
140,824
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,263,603
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
22,393
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,241,210
Form 990-PF (2021)
Form 990-PF (2021)
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 SHORT-TERM COVERED SECURITIES FROM GS ACCT NO. 776-5 P 2021-01-01 2021-12-31
b SHORT-TERM COVERED SECURITIES FROM GS ACCT NO. 500-4 P 2021-01-01 2021-12-31
c PUT/RUT @ 1200 EXP 06/18/2021 (AOP088) P 2020-07-22 2021-06-18
d LONG-TERM COVERED SECURITIES FROM GS ACCT NO. 776-5 P 2020-01-01 2021-12-31
e PUT/RUT @ 1200 EXP 06/18/2021 (AOP088) P 2020-06-01 2021-06-18
DISPOSITION OF AUCTION MOBILITY LLC - ATG MEDIA US INC. P 2020-01-01 2021-02-23
GS FINANCIAL SQUARE LONG TERM CAPITAL GAIN P 2020-01-01 2021-12-31
LONG-TERM GAINS THRU K-1S P   2021-12-31
SHORT-TERM GAINS THRU K-1S P   2021-12-31
PRISMA ESCROW P   2021-12-31
(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 1,520,551   1,518,439 2,112
b 43,978   42,351 1,627
c     7,524 -7,524
d 1,690,733   1,683,999 6,734
e     11,286 -11,286
5,021     5,021
3     3
811,206     811,206
122,003     122,003
65,986     65,986
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       2,112
b       1,627
c       -7,524
d       6,734
e       -11,286
      5,021
      3
      811,206
      122,003
      65,986
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 995,882
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 11,081
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 11,081
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 20,280
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,280
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 29,199
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet29,199 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • 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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletN/A
    14
    The books are in care ofbulletSAX LLP Telephone no.bullet (973) 472-6250

    Located atbullet389 INTERPACE PARKWAY SUITE 3PARSIPPANYNJ ZIP+4bullet07054
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 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.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MELANIE HUDSON EXECUTIVE DIRECTOR
    9.50     		0 0 0
    C/O HEALEY DEVELOPMENT 310 SOUTH ST
    3RD FLOOR
    MORRISTOWN,NJ07960
    JOHN HAGERTY TRUSTEE/PART-TIME
    1.00     		0 0 0
    C/O HEALEY DEVELOPMENT 310 SOUTH ST
    3RD FLOOR
    MORRISTOWN,NJ07960
    MEGAN M HEALEY TRUSTEE/PART-TIME
    1.00     		0 0 0
    C/O HEALEY DEVELOPMENT 310 SOUTH ST
    3RD FLOOR
    MORRISTOWN,NJ07960
    MEGAN H HAGERTY TRUSTEE/PART-TIME
    1.00     		0 0 0
    C/O HEALEY DEVELOPMENT 310 SOUTH ST
    3RD FLOOR
    MORRISTOWN,NJ07960
    MARGARET S HEALEY TRUSTEE/PART-TIME
    1.00     		0 0 0
    C/O HEALEY DEVELOPMENT 310 SOUTH ST
    3RD FLOOR
    MORRISTOWN,NJ07960
    THOMAS J HEALEY TRUSTEE/PART-TIME
    1.00     		0 0 0
    C/O HEALEY DEVELOPMENT 310 SOUTH ST
    3RD FLOOR
    MORRISTOWN,NJ07960
    THOMAS JEREMIAH HEALEY TRUSTEE/PART-TIME
    1.00     		0 0 0
    C/O HEALEY DEVELOPMENT 310 SOUTH ST
    3RD FLOOR
    MORRISTOWN,NJ07960
    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...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PLEASE NOTE THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER 0
    2 INTERNAL REVENUE CODE SECTION 501(C)(3). 0
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    16,301,115
    b
    Average of monthly cash balances.......................
    1b
    2,307,409
    c
    Fair market value of all other assets (see instructions)................
    1c
    22,170,594
    d
    Total (add lines 1a, b, and c).........................
    1d
    40,779,118
    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
    40,779,118
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    611,687
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    40,167,431
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,008,372
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    2,008,372
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    11,081
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    18,225
    c
    Add lines 2a and 2b............................
    2c
    29,306
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,979,066
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,979,066
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,979,066
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,979,066
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 454,433
    b From 2017...... 1,023,506
    c From 2018...... 276,985
    d From 2019...... 634,849
    e From 2020...... 242,722
    f Total of lines 3a through e ........ 2,632,495
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,817,569
    a Applied to 2020, 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 2021 distributable amount..... 1,817,569
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 161,497 161,497
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,470,998
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		292,936
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,178,062
    10 Analysis of line 9:
    a Excess from 2017.... 1,023,506
    b Excess from 2018.... 276,985
    c Excess from 2019.... 634,849
    d Excess from 2020.... 242,722
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    THOMAS J HEALEY
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICA MEDIA
    106 WEST 56TH STREET
    NEW YORK,NY10019     		NONE CHARITY GENERAL SUPPORT 7,500
    AMERICAN ENTERPRISE INSTITUTE
    1789 MASSACHUSETTS AVENUE NW
    WASHINGTON,DC20036     		NONE CHARITY GENERAL SUPPORT 1,000
    AMERICAN INDIA FOUNDATION
    216 E 45TH STREET 7TH FLOOR
    NEW YORK,NY10022     		NONE CHARITY GENERAL SUPPORT 25,000
    ACHDIOCESE OF CHICAGO
    835 NORTH RUSH STREET
    CHICAGO,IL60611     		NONE CHARITY GENERAL SUPPORT 22,000
    ASSUMPTION COLLEGE FOR SISTERS
    200 A MORRIS AVENUE
    DENVILLE,NJ07834     		NONE CHARITY GENERAL SUPPORT 2,500
    ATHLETES SERVING ATHLETES INC
    PO BOX 4222
    LUTHERVILLE,MD21094     		NONE CHARITY GENERAL SUPPORT 6,000
    BIRTH HAVEN
    4 ACADEMY STREET
    NEWTON,NJ07860     		NONE CHARITY GENERAL SUPPORT 5,000
    BOY SCOUTS OF AMERICA - GREATER NEW YORK COUNCIL
    475 RIVERSIDE DRIVE SUITE 600
    NEW YORK,NY10115     		NONE CHARITY GENERAL SUPPORT 1,000
    BUILDON
    1111 SUMMER STREET SUITE 602A
    STAMFORD,CT06905     		NONE CHARITY GENERAL SUPPORT 4,000
    CAMP JABBERWOCKY - MV CEREBRAL PALSEY CAMP INC
    PO BOX 1357
    VINEYARD HAVEN,MA02568     		NONE CHARITY GENERAL SUPPORT 2,500
    CARMELITE SISTERS OF BALTIMORE
    1318 DULANEY VALLEY
    BALTIMORE,MD21286     		NONE CHARITY GENERAL SUPPORT 1,000
    CASA CORNELIA LAW CENTER
    2760 FIFTH AVENUE SUITE 200
    SAN DIEGO,CA92103     		NONE CHARITY GENERAL SUPPORT 2,500
    CATHOLIC CHARITIES BROOKLYN AND QUEENS
    191 JORALEMON STREET
    BROOKLYN,NY11201     		NONE CHARITY GENERAL SUPPORT 75,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF NEW YORK
    1011 FIRST AVENUE 11TH FLOOR
    NEW YORK,NY10022     		NONE CHARITY GENERAL SUPPORT 6,000
    CATHOLIC CHARITIES OF THE ARCHDIOCESE OF NEWARK
    590 NORTH 7TH STREET
    NEWARK,NJ07107     		NONE CHARITY GENERAL SUPPORT 40,000
    CATHOLIC CHARITIES USA
    2050 BALLENGER AVENUE SUITE 400
    ALEXANDRA,VA22314     		NONE CHARITY GENERAL SUPPORT 5,000
    CATHOLIC CHARITIES DIOCESE OF PATERSON
    777 VALLEY ROAD
    CLIFTON,NJ07013     		NONE CHARITY GENERAL SUPPORT 73,000
    CATHOLIC EXTENSION
    150 SOUTH WACKER DRIVE SUITE 2000
    CHICAGO,IL60606     		NONE CHARITY GENERAL SUPPORT 12,000
    CATHOLIC LEADERSHIP INSTITUTE
    301 LINDENWOOD DRIVE SUITE 310
    MALVERN,PA19355     		NONE CHARITY GENERAL SUPPORT 2,500
    CATHOLIC MEDICAL MISSION BOARD
    100 WALL STREET 9TH FLOOR
    NEW YORK,NY10005     		NONE CHARITY GENERAL SUPPORT 25,000
    CATHOLIC PARTNERSHIP SCHOOLS
    808 MARKET STREET
    CAMDEN,NJ08102     		NONE CHARITY GENERAL SUPPORT 1,000
    CATHOLIC WOMEN PREACH CO FUTURE CHURCH
    3909 ROCKY RIVER DRIVE
    CLEVELAND,OH44111     		NONE CHARITY GENERAL SUPPORT 1,000
    CATO INSTITUTE
    1000 MASSACHUSSETS AVENUE NW
    WASHINGTON,DC20001     		NONE CHARITY GENERAL SUPPORT 1,000
    CHAPEL & YORK US FOUNDATION INC
    1350 AVENUE OF THE AMERICAS 2ND
    FLOOR SUITE 266
    NEW YORK,NY10019     		NONE CHARITY GENERAL SUPPORT 1,000
    CHILD MIND INSTITUTE
    101 E 56TH STREET
    NEW YORK,NY10022     		NONE CHARITY GENERAL SUPPORT 2,500
    CHILDREN'S HEALTHCARE OF ATLANTA
    1575 NE EXPRESSWAY NE
    ATLANTA,GA30329     		NONE CHARITY GENERAL SUPPORT 5,000
    CHURCH OF CHRIST THE KING
    PO BOX 368 BLUE MILL ROAD
    NEW VERNON,NJ07976     		NONE CHARITY GENERAL SUPPORT 20,000
    CHURCH OF THE ASSUMPTION
    64 MIDDAGH STREET
    BROOKLYN,NY11201     		NONE CHARITY GENERAL SUPPORT 10,000
    CONEY ISLAND PREPARATORY PUBLIC CHARTER SCHOOL
    315 AVENUE U
    BROOKLYN,NY11223     		NONE CHARITY GENERAL SUPPORT 1,000
    CONNIE DWYER BREAST CANCER FOUNDATION
    PO BOX 85
    SHORT HILLS,NJ07078     		NONE CHARITY GENERAL SUPPORT 10,000
    CORNELIA CONNELLY CENTER
    220 EAST 4TH STREET
    NEW YORK,NY10009     		NONE CHARITY GENERAL SUPPORT 1,000
    CORNERSTONE FAMILY PROGRAMS
    80 WASHINGTON STREET
    MORRISTOWN,NJ07960     		NONE CHARITY GENERAL SUPPORT 1,000
    CRISTO REY JESUIT HIGH SCHOOL - BALTIMORE
    420 SOUTH CHESTER STREET
    BALTIMORE,MD21231     		NONE CHARITY GENERAL SUPPORT 1,000
    CRISTO REY NETWORK
    11 EAST ADAMS STREET SUITE 800
    CHICAGO,IL60603     		NONE CHARITY GENERAL SUPPORT 50,000
    CRISTO REY NEW YORK HIGH SCHOOL
    112 EAST 106TH STREET
    NEW YORK,NY10029     		NONE CHARITY GENERAL SUPPORT 10,000
    DAMON RUNYON CANCER RESEARCH FOUNDATION
    ONE EXCHANGE PLAZA 55 BROADWAY
    SUITE 302
    NEW YORK,NY10006     		NONE CHARITY GENERAL SUPPORT 1,000
    DAVIESS COUNTY HISTORICAL SOCIETY & MUSEUM
    212 E MAIN STREET
    WASHINGTON,IN47501     		NONE CHARITY GENERAL SUPPORT 2,500
    DC CENTRAL KITCHEN
    PO BOX 417406
    BOSTON,MA02241     		NONE CHARITY GENERAL SUPPORT 10,000
    DELBARTON SCHOOL
    230 MENDHAM ROAD
    MORRISTOWN,NJ07960     		NONE CHARITY GENERAL SUPPORT 2,000
    DIOCESE OF FALL RIVER
    450 HIGHLAND AVENUE
    FALL RIVER,MA02720     		NONE CHARITY GENERAL SUPPORT 10,000
    DIOCESE OF PATERSON
    777 VALLEY ROAD
    CLIFTON,NJ07013     		NONE CHARITY GENERAL SUPPORT 22,560
    DOMINICAN NUNS OF SUMMIT
    543 SPRINGFIELD AVENUE
    SUMMIT,NJ07901     		NONE CHARITY GENERAL SUPPORT 2,500
    DON BOSCO PREPARATORY HIGH SCHOOL
    492 NORTH FRANKLIN TURNPIKE
    RAMSEY,NJ07446     		NONE CHARITY GENERAL SUPPORT 5,000
    DUKE CATHOLIC CENTER
    PAGE BUILDING 309 - BOX 90976
    DURHAM NC 27708
    DURHAM,NC27708     		NONE CHARITY GENERAL SUPPORT 60,000
    DUKE UNIVERSITY
    BOX 90581
    DURHAM,NC27708     		NONE CHARITY GENERAL SUPPORT 50,000
    EDGARTOWN FIREMEN'S ASSOCIATION
    PO BOX 737
    EDGARTOWN,MA02539     		NONE CHARITY GENERAL SUPPORT 500
    EMERGENCY FOOD AND NUTRITION NETWORK
    505 SOUTH AVENUE EAST
    CRANFORD,NJ07016     		NONE CHARITY GENERAL SUPPORT 25,000
    EVA'S VILLAGE
    393 MAIN STREET
    PATERSON,NJ07501     		NONE CHARITY GENERAL SUPPORT 15,000
    FADICA
    1875 K STREET NW SUITE 400
    WASHINGTON,DC20006     		NONE CHARITY GENERAL SUPPORT 28,750
    FIBROLAMELLAR CANCER FOUNDATION
    20 HORSENECK LANE 2ND FLOOR
    GREENWICH,CT06830     		NONE CHARITY GENERAL SUPPORT 1,000
    FORDHAM UNIVERSITY
    45 COLUMBUS AVENUE 8TH FLOOR
    NEW YORK,NJ10023     		NONE CHARITY GENERAL SUPPORT 5,000
    FOUNDATION FOR MORRISTOWN MEDICAL CENTER
    475 SOUTH STREET
    MORRISTOWN,NJ07960     		NONE CHARITY GENERAL SUPPORT 1,000
    FRIENDS OF THE SHRINE OF SS PETER AND PAUL INC
    PO BOX 1876
    CUMBERLAND,MD21501     		NONE CHARITY GENERAL SUPPORT 250
    GARDEN STATE INITIATIVE
    PO BOX 9180
    MORRISTOWN,NJ07963     		NONE CHARITY GENERAL SUPPORT 61,179
    GEORGETOWN UNIVERSITY
    2115 WISCONSIN AVENUE NW SUITE 500
    WASHINGTON,DC20007     		NONE CHARITY GENERAL SUPPORT 96,500
    GEORGIAN COURT UNIVERSITY
    900 LAKEWOOD AVENUE
    LAKEWOOD,NJ08701     		NONE CHARITY GENERAL SUPPORT 1,000
    GILCHRIST HOSPICE CARE
    11311 MCCORMICK ROAD SUITE 350
    HUNT VALLEY,MD21031     		NONE CHARITY GENERAL SUPPORT 500
    GILMAN FUND
    DEVELOPMENT OFFICE 5407 ROLAND
    AVENUE
    BALTIMORE,MD21210     		NONE CHARITY GENERAL SUPPORT 1,000
    GIVE TO THE WORLD
    PO BOX 6183
    ARLINGTON,VA22206     		NONE CHARITY GENERAL SUPPORT 1,000
    GOODLANDS INC
    315 FRONT STREET
    NEW HAVEN,CT06513     		NONE CHARITY GENERAL SUPPORT 2,000
    GOOD SHEPHERD PARISH - ST ELIZABETH CHURCH
    PO BOX 1058
    VINEYARD HAVEN,MA02568     		NONE CHARITY GENERAL SUPPORT 10,000
    HARLEM LINK CHARTER SCHOOL
    20 WEST 112TH STREET
    NEW YORK,NY10026     		NONE CHARITY GENERAL SUPPORT 10,000
    HARVARD BUSINESS SCHOOL - EXED FINANCE
    1 SOLDIERS FIELD TATA HALL SUITE
    020
    BOSTON,MA02163     		NONE CHARITY GENERAL SUPPORT 1,000
    HARVARD BUSINESS SCHOOL FUND
    124 MOUNT AUBURN STREET SUITE 450
    NORTH
    CAMBRIDGE,MA02241     		NONE CHARITY GENERAL SUPPORT 26,000
    HARVARD CATHOLIC CENTER
    29 MOUNT AUBURN STREET
    CAMBRIDGE,MA02138     		NONE CHARITY GENERAL SUPPORT 6,200
    HARVARD MAGAZINE
    7 WARE STREET
    CAMBRIDGE,MA02138     		NONE CHARITY GENERAL SUPPORT 500
    HEALEY EDUCATION FOUNDATION
    89 N HADDON AVENUE SUITE C
    HADDONFIELD,NJ08033     		NONE CHARITY GENERAL SUPPORT 1,000
    HOOVER INSTITUTION - STANFORD UNIVERSITY
    DEVELOPMENT OFFICE 434 GALVEZ MALL
    STANFORD,CA94305     		NONE CHARITY GENERAL SUPPORT 1,000
    HOPE COLLEGE
    PHILANTHROPY AND ENGAGEMENT DEWITT
    STUDENT CULTURAL CENTER 141 EAST 12
    HOLLAND,MI49423     		NONE CHARITY GENERAL SUPPORT 5,000
    HOSPITAL FOR SPECIAL SURGERY FOUNDATION
    PO BOX 30610
    NEW YORK,NY10087     		NONE CHARITY GENERAL SUPPORT 1,000
    IMMACULATE CONCEPTION HIGH SCHOOL
    33 COTTAGE PLACE
    MONTCLAIR,MA07042     		NONE CHARITY GENERAL SUPPORT 10,000
    INSPIRE FAMILY LIFE CENTER
    242 OLD NEW BRUNSWICK ROAD SUITE
    385
    PISCATAWAY,NJ08854     		NONE CHARITY GENERAL SUPPORT 2,500
    INSTITUTE OF BLACK CATHOLIC STUDIES AT XAVIER UNIVERSITY OF LOUSIANA
    1 DREXEL DRIVE
    NEW ORLEANS,LA70125     		NONE CHARITY GENERAL SUPPORT 2,000
    INTERVARSITY CHRISTIAN FELLOWSHIPUSA
    PO BOX 7895
    MADISON,WI53707     		NONE CHARITY GENERAL SUPPORT 1,000
    ISLAND FOOD PANTRY
    PO BOX 1874
    VINEYARD HAVEN,MA02539     		NONE CHARITY GENERAL SUPPORT 5,000
    JERSEYCAN CO 50CAN
    1625 K STREET NW SUITE 400
    WASHINGTON,DC20006     		NONE CHARITY GENERAL SUPPORT 10,000
    JESUIT MISSIONS INC
    1016 16TH STREET NW SUITE 200
    WASHINGTON,DC20036     		NONE CHARITY GENERAL SUPPORT 5,000
    JESUIT REFUGEE SERVICE USA
    1627 K STREET NW SUITE1100
    WASHINGTON,DC20006     		NONE CHARITY GENERAL SUPPORT 2,500
    KEMMERER LIBRARY-HARDING TOWNSHIP
    PO BOX 283 19 BLUE MILL ROAD
    NEW VERNON,NJ07976     		NONE CHARITY GENERAL SUPPORT 1,000
    KENT PLACE SCHOOL
    42 NORWOOD AVENUE
    SUMMIT,NJ07902     		NONE CHARITY GENERAL SUPPORT 2,000
    LA SALLE ACADEMY
    215 EAST 6TH STREET
    NEW YORK,NY10003     		NONE CHARITY GENERAL SUPPORT 1,000
    LEADERSHIP ROUNDTABLE
    415 MICHIGAN AVENUE NE SUITE 275
    WASHINGTON,DC20017     		NONE CHARITY GENERAL SUPPORT 75,000
    LIFE CHOICES RESOURCE CENTER INC
    503 MAIN STREET
    METUCHEN,NJ08840     		NONE CHARITY GENERAL SUPPORT 1,000
    LITTLE SISTERS OF THE POOR ST JOSEPH'S HOME
    140 SHEPHERD LANE
    TOTOWA,NJ07512     		NONE CHARITY GENERAL SUPPORT 5,000
    LOYOLA JESUIT CENTER
    161 JAMES STREET
    MORRISTOWN,NJ07960     		NONE CHARITY GENERAL SUPPORT 7,000
    LOYOLA UNIVERSITY NEW ORLEANS
    6363 ST CHARLES AVENUE BOX 67
    NEW ORLEANS,LA70118     		NONE CHARITY GENERAL SUPPORT 12,692
    MANHATTAN INSTITUTE
    52 VANDERBILT AVENUE
    NEW YORK,NY10164     		NONE CHARITY GENERAL SUPPORT 1,000
    MARKET STREET MISSION
    9 MARKET STREET
    MORRISTOWN,NJ07960     		NONE CHARITY GENERAL SUPPORT 5,000
    MARTHA'S VINEYARD COMMUNITY FOUNDATION INC
    PO BOX 243
    WEST TISBURY,MA02539     		NONE CHARITY GENERAL SUPPORT 2,000
    MARYKNOLL FATHERS AND BROTHERS
    PO BOX 305
    MARYKNOLL,NY10545     		NONE CHARITY GENERAL SUPPORT 12,500
    MARYKNOLL LAY MISSIONERS
    PO BOX 307
    MARYKNOLL,NY01545     		NONE CHARITY GENERAL SUPPORT 2,500
    MATTHEW C SELLITTO FOUNDATION
    PO BOX 1
    NEW VERNON,NJ07976     		NONE CHARITY GENERAL SUPPORT 500
    MENTAL HEALTH ASSOCIATION OF ESSEX AND MORRIS COUNTIES
    300 LITTLETON ROAD SUITE 300
    PARSIPPANY,NJ07054     		NONE CHARITY GENERAL SUPPORT 500
    MENTOR-THE NATIONAL MENTORING PARTNERSHIP
    201 SOUTH STREET SUITE 615
    BOSTON,MA02111     		NONE CHARITY GENERAL SUPPORT 1,000
    MIDDLESEX COLLEGE FOUNDATION
    2600 WOODBRIDGE AVENUE PO BOX 3050
    EDISON,NJ08818     		NONE CHARITY GENERAL SUPPORT 500
    MONASTERY OF CHRIST IN THE DESERT
    PO BOX 270
    ABIQUIU,NM87510     		NONE CHARITY GENERAL SUPPORT 2,500
    MONASTERY OF THE MOST BLESSED VIRGIN MARY OF MT CARMEL
    189 MADISON AVENUE
    MORRISTOWN,NJ07960     		NONE CHARITY GENERAL SUPPORT 5,000
    MUSEUM OF AMERICAN FINANCE
    222 BROADWAY 19TH FLOOR
    NEW YORK,NY10038     		NONE CHARITY GENERAL SUPPORT 1,000
    MV YOUTH
    PO BOX 65
    CHILMARK,MA02535     		NONE CHARITY GENERAL SUPPORT 25,000
    NATIONAL FEDERATION FOR CATHOLIC YOUTH MINISTRY
    415 MICHIGAN AVENUE NE SUITE 40
    WASHINGTON,DC20017     		NONE CHARITY GENERAL SUPPORT 2,000
    NEW JERSEY CONSERVATION FOUNDATION
    BAMBOO BROOK 170 LONGVIEW ROAD
    FAR HILLS,NJ07931     		NONE CHARITY GENERAL SUPPORT 1,000
    NEW JERSEY PERFORMING ARTS CENTER
    ONE CENTER STREET
    NEWARK,NJ07102     		NONE CHARITY GENERAL SUPPORT 2,000
    NEW STORY INC
    199 ARMOUR DRIVE SUITE A
    ATLANTA,GA30324     		NONE CHARITY GENERAL SUPPORT 5,000
    NEW VERNON VOLUNTEER FIRE DEPARTMENT
    PO BOX 143
    NEW VERNON,NJ07976     		NONE CHARITY GENERAL SUPPORT 1,000
    NEW WAYS FOR AFRICA
    C/O JASON WINDAWI PO BOX 38
    ROCKY HILL,NJ08553     		NONE CHARITY GENERAL SUPPORT 5,000
    NEW YORK POLICE AND FIRE WIDOW'S AND CHILDREN'S BENEFIT FUND
    156 WEST 56TH STREET SUITE 901
    NEW YORK,NY10016     		NONE CHARITY GENERAL SUPPORT 2,500
    NEW YORK PUBLIC RADIO - WQXR
    PO BOX 1550
    NEW YORK,NY10116     		NONE CHARITY GENERAL SUPPORT 1,000
    NJTV-NJ PUBLIC MEDIA
    ATT VIEWER SERVICES PO BOX 5776
    ENGLEWOOD,NJ07631     		NONE CHARITY GENERAL SUPPORT 500
    NORTHWESTERN UNIVERSITY
    INTERNATIONAL INSTITUTE FOR
    NANOTECHNOLOGY 2145 SHERIDAN ROAD
    EVANSTON,IL60208     		NONE CHARITY GENERAL SUPPORT 5,000
    ORDER OF MALTA - AMERICAN ASSOCIATION
    LB 1618 PO BOX 95000
    PHILADELPHIA,PA19195     		NONE CHARITY GENERAL SUPPORT 31,750
    ORDER OF MALTA - FEDERAL ASSOCIATION
    PO BOX 223132
    CHANTILLY,VA20153     		NONE CHARITY GENERAL SUPPORT 2,650
    OVERLOOK FOUNDATION
    46-48 BEAUVOIR AVENUE
    SUMMIT,NJ07901     		NONE CHARITY GENERAL SUPPORT 2,500
    PACKER COLLEGIATE INSTITUTE
    170 JORALEMON STREET
    BROOKLYN,NY11201     		NONE CHARITY GENERAL SUPPORT 21,000
    PARTNERSHIP SCHOOLS
    1011 FIRST AVENUE SUITE 1800
    NEW YORK,NY10022     		NONE CHARITY GENERAL SUPPORT 25,000
    PECK SCHOOL
    247 SOUTH STREET
    MORRISTOWN,NJ07960     		NONE CHARITY GENERAL SUPPORT 6,000
    PLAID HOUSE INC
    54 WESTERN AVENUE
    MORRISTOWN,NJ07960     		NONE CHARITY GENERAL SUPPORT 2,500
    PLYMOUTH CHURCH SCHOOL
    75 HICKS STREET
    BROOKLYN,NY11201     		NONE CHARITY GENERAL SUPPORT 5,000
    PORTSMOUTH ABBEY SCHOOL
    285 CORYS LANE
    PORTSMOUTH,RI02871     		NONE CHARITY GENERAL SUPPORT 87,617
    PREP FOR PREP
    328 WEST 71ST STREET
    NEW YORK,NY10023     		NONE CHARITY GENERAL SUPPORT 5,000
    PRESIDENT AND FELLOWS OF HARVARD COLLEGE
    HARVARD UNIVERSITY PO BOX 419209
    BOSTON,NY02241     		NONE CHARITY GENERAL SUPPORT 50,000
    REGIS HIGH SCHOOL
    55 EAST 84TH STREET
    NEW YORK,NY10028     		NONE CHARITY GENERAL SUPPORT 2,500
    RENEW INTERNATIONAL
    1232 GEORGE STREET
    PLAINFIELD,NJ07062     		NONE CHARITY GENERAL SUPPORT 1,000
    ROAD RUNNERS CLUB OF AMERICA
    1501 LEE HIGHWAY SUITE 140
    ARLINGTON,VA22209     		NONE CHARITY GENERAL SUPPORT 500
    RONALD MCDONALD HOUSE-NEW YORK
    405 EAST 73RD STREET
    NEW YORK,NY10021     		NONE CHARITY GENERAL SUPPORT 1,000
    ROSEMONT COLLEGE
    1400 MONTGOMERY AVENUE
    ROSEMONT,PA19010     		NONE CHARITY GENERAL SUPPORT 25,000
    SAINT JOHN VIANNY CENTER
    151 WOODBINE ROAD
    DOWNINGTOWN,PA19335     		NONE CHARITY GENERAL SUPPORT 5,000
    SAINT LOUIS ABBEY-SAINT LOUIS PRIORY SCHOOL
    500 SOUTH MASON ROAD
    ST LOUIS,MO63141     		NONE CHARITY GENERAL SUPPORT 5,000
    SAINT PAUL'S OUTREACH
    2520 LEXINGTON AVENUE S
    MENDOTA,MN63141     		NONE CHARITY GENERAL SUPPORT 20,000
    SCHOLARSHIP FUND FOR INNER-CITY CHILDREN
    PO BOX 9500 171 CLIFTON AVENUE
    NEWARK,NJ07104     		NONE CHARITY GENERAL SUPPORT 8,000
    SETON EDUCATION PARTNERS
    1562 FIRST AVENUE NO 205-2219
    NEW YORK,NY10028     		NONE CHARITY GENERAL SUPPORT 50,000
    SETON HALL UNIVERSITY
    457 CENTRE STREET
    SOUTH ORANGE,NJ07079     		NONE CHARITY GENERAL SUPPORT 5,000
    SETON HALL UNIVERSITY-CENTER FOR CATHOLIC STUDIES
    400 SOUTH ORANGE AVENUE
    SOUTH ORANGE,NJ07079     		NONE CHARITY GENERAL SUPPORT 2,000
    SHERIFF'S MEADOW FOUNDATION
    PO BOX 1088
    VINEYARD HAVEN,MA02539     		NONE CHARITY GENERAL SUPPORT 2,000
    SHRINE OF ST JOSEPH
    1050 LONG HILL ROAD
    STIRLING,NJ07980     		NONE CHARITY GENERAL SUPPORT 2,500
    SOAR
    3025 4TH STREET NE SUITE 14
    WASHINGTON,DC20017     		NONE CHARITY GENERAL SUPPORT 1,000
    SOCIETY OF THE HOLY CHILD JESUS
    1341 MONTGOMERY AVENUE
    ROSEMONT,PA19010     		NONE CHARITY GENERAL SUPPORT 2,500
    ST BENEDICT CLASSICAL ACADEMY
    2 PLEASANT STREET
    NATICK,MA01760     		NONE CHARITY GENERAL SUPPORT 2,500
    ST BENEDICTS PREPARATORY SCHOOL
    520 MARTIN LUTHER KING BOULEVARD
    NEWARK,NJ07102     		NONE CHARITY GENERAL SUPPORT 5,000
    ST EDWARD CATHOLIC CHURCH
    144 NORTH COUNTY ROAD
    PALM BEACH,FL33480     		NONE CHARITY GENERAL SUPPORT 10,000
    ST PAUL INSIDE THE WALLS
    205 MADISON AVENUE
    MADISON,NJ07940     		NONE CHARITY GENERAL SUPPORT 5,000
    ST THERESA OF AVILA CHURCH
    306 MORRIS AVENUE
    SUMMIT,NJ07901     		NONE CHARITY GENERAL SUPPORT 5,000
    STAND TOGETHER FOUNDATION
    1320 N COURTHOUSE ROAD SUITE 22
    ARLINGTON,VA22201     		NONE CHARITY GENERAL SUPPORT 5,000
    STUDENTPARTNER ALLIANCE
    561 SPRINGFIELD AVENUE
    SUMMIT,NJ07901     		NONE CHARITY GENERAL SUPPORT 5,000
    THE COREY C GRIFFIN FOUNDATION
    205 NEWBURY STREET 410
    FRAMINGHAM,MA01701     		NONE CHARITY GENERAL SUPPORT 263
    THE DREXEL FUND
    212 BROADWAY EAST 22777
    SEATTLE,WA98102     		NONE CHARITY GENERAL SUPPORT 100,000
    THE FOUNDATION FOR RELIGIOUS LITERACY
    C/O BERKSHIRE GLOBAL ADVISORS 527
    MADISON AVENUE 3RD FLOOR
    NEW YORK,NY10002     		NONE CHARITY GENERAL SUPPORT 1,000
    THE LAND CONSERVANCY OF NEW JERSEY
    19 BOONTON AVENUE
    BOONTON,NJ07005     		NONE CHARITY GENERAL SUPPORT 1,000
    THE NEW JERSEY HISTORICAL SOCIETY
    52 PARK PLACE
    NEWARK,NJ07102     		NONE CHARITY GENERAL SUPPORT 500
    THE PINK AGENA
    28 WEST 44TH STREET SUITE 609
    NEW YORK,NY10036     		NONE CHARITY GENERAL SUPPORT 258
    THE RAPTOR TRUST
    1390 WHITE BRIDGE ROAD
    MILLINGTON,NJ07946     		NONE CHARITY GENERAL SUPPORT 1,000
    THE SOCIETY FOR THE PROPAGATION OF THE FAITH
    70 WEST 36TH STREET 8TH FLOOR
    NEW YORK,NY10018     		NONE CHARITY GENERAL SUPPORT 500
    THE TRUSTEES OF RESERVATIONS
    200 HIGH STREET 4TH FLOOR
    BOSTON,MA02110     		NONE CHARITY GENERAL SUPPORT 10,000
    TOUCH FOUNDATION INC
    PO BOX 910
    NEW YORK,NY10272     		NONE CHARITY GENERAL SUPPORT 1,000
    TRI-COUNTY SCHOLARSHIP FUND
    14 WEST MAIN STREET
    MENDHAM,NJ07945     		NONE CHARITY GENERAL SUPPORT 25,000
    TWO EAST SIXTY-SECOND STREET FOUNDATION
    2 EAST 62ND STREET
    NEW YORK,NY10131     		NONE CHARITY GENERAL SUPPORT 1,000
    UNIVERSITY OF PENNSYLVANIA
    2929 WALNUT STREET SUITE 300
    PHILADELPHIA,PA19104     		NONE CHARITY GENERAL SUPPORT 10,000
    VINEYARD CONSERVATION SOCIETY
    PO BOX 2189
    VINEYARD HAVEN,MA02568     		NONE CHARITY GENERAL SUPPORT 250
    VOICE OF THE FAITHFUL
    PO BOX 920408
    NEEDHAM,MA02492     		NONE CHARITY GENERAL SUPPORT 500
    WASHINGTON ASSOCIATION OF NEW JERSEY
    PO BOX 1473
    MORRISTOWN,NJ07962     		NONE CHARITY GENERAL SUPPORT 1,000
    WASHINGTON JESUIT ACADEMY
    900 VARNUM STREET NE
    WASHINGTON,DC20017     		NONE CHARITY GENERAL SUPPORT 10,000
    YMCA OF MARTHA'S VINEYARD
    111R EDGARTOWN VINEYARD HAVEN ROAD
    VINEYARD HAVEN,MA02568     		NONE CHARITY GENERAL SUPPORT 33,000
    ZARA'S CENTER CO THE PG FAMILY FOUNDATION
    201 INTERNATIONAL CIRCLE SUITE 230
    HUNT VALLEY,MD21030     		NONE CHARITY GENERAL SUPPORT 3,147
    Total .................................bullet 3a 1,736,566
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 246,024  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 995,882  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aORDINARY INCOME (LOSS) THRU K-1S     		531120 19,358 01 -32,379  
    bRENTAL REAL ESTATE THRU K-1S 531120 1 01 88  
    cOTHER INCOME THRU K-1S   4,923 01 -22,973  
    dROYALTIES THRU K-1S   88 01 24  
    eSECTION 1231 THRU K-1S   467 01 -497  
    fINTEREST INCOME THRU K-1S   3 01    
    gSHORT-TERM THRU K-1S   9,289 01    
    hLONG-TERM THRU K-1S   4,684 01    
    iTAX REFUND     01 3,060  
    jCANCELLATION OF DEBT   867 01    
    kOTHER PORTFOLIO INCOME     01 1,895  
    lOTHER INCOME (PFIC)     01 3,191  
    mLONG-TERM THRU K-1S-QSBS     01   1,170,247
    12 Subtotal. Add columns (b), (d), and (e) .. 39,680 1,337,995 1,170,247
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,547,922
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    1 N/A
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    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.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    HEALEY FAMILY FOUNDATION
    EIN:
    13-3531967
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 15,000 7,500   7,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    HEALEY FAMILY FOUNDATION
    EIN:
    13-3531967
    Name of Bond End of Year Book Value End of Year Fair Market Value
    LONG POSITION II 6,750,458 6,793,266

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HEALEY FAMILY FOUNDATION
    EIN:
    13-3531967
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LONG POSITION II 2,000,696 2,027,993
    ANTHOS CAPITAL II GB SERIES AIV, LP 33,778 15,662,736

    TY 2021 OtherAssetsSchedule
    Name:
    HEALEY FAMILY FOUNDATION
    EIN:
    13-3531967
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCOLADE PARTNERS V LP 425,006 401,143 1,192,192
    ACCOLADE PARTNERS VII-C 15,834 109,218 121,096
    AUCTION MOBILITY 0 0 36,882
    CARLYLE/RIVERSTONE TE PTRS III 20 -126 14,247
    ECOR1 CAPITAL FUND QUALIFIED L 1,177,528 1,306,763 2,238,943
    H&H AGILITY LLC 266,976 303,818 623,151
    HEALEY ANTHOS HOLDINGS LLC 5,157,192 4,813,744 9,604,630
    HIGHVISTA BIOTECH 2,003,621 1,900,758 2,142,966
    HUFF ENERGY FUND 149,622 132,454 268,762
    HUFF ENERGY FUND AIV1 345,543 345,497 701,046
    IRONBOUND FILM & TELEVISION   0 80,437
    KKR SPECIAL SITUATION FEEDER 522,202 413,775 557,392
    REVERENCE CAPITAL PARTNERS OPP 362,071 351,651 1,295,574
    REVERENCE CAPITAL PTRS OPP II 173,179 311,278 686,453
    REVERENCE CAPITAL V   -183 0
    SILVER POINT CAPITAL OFFSHORE 262,042 262,042 1,841,158
    TIFF P.E.P. 2005, LLC 120,896 103,700 62,441
    TIFF P.E.P. 2007, LLC 105,148 63,949 173,029
    TIFF P.E.P. 2009, LLC 176,817 151,567 61,632
    TIFF P.E.P. 2010, LLC 193,258 186,247 221,818
    TIFF SPECIAL OPPS FUND LLC 138,880 91,313 245,602


    TY 2021 OtherDecreasesSchedule
    Name:
    HEALEY FAMILY FOUNDATION
    EIN:
    13-3531967
    Description Amount
    ADJUSTMENT TO FUND BALANCE 22,393


    TY 2021 OtherExpensesSchedule
    Name:
    HEALEY FAMILY FOUNDATION
    EIN:
    13-3531967
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    K-1 CHARITABLE CONTRIBUTIONS 82 82   0
    K-1 ROYALTY DEDUCTIONS 26 26   0
    K-1 ROYALTY DEDUCTIONS-UBTI 7 0   0
    K-1 PORTFOLIO DEDUCTIONS 1,718 1,718   0
    K-1 FOREIGN TAXES PAID 530 530   0
    K-1 INTEREST EXPENSE 17,993 17,993   0
    K-1 INTEREST EXPENSE -UBTI 414 0   0
    K-1 SECTION 179 DEDUCTION 33 33   0
    K-1 SECTION 179 DEDUCTION-UBTI 36 0   0
    K-1 SECTION 59(E)(2) EXP 1,304 1,304   0
    K-1 SECTION 59(E)(2) EXP-UBTI 730 0   0
    K-1 OTHER DEDUCTIONS 200,440 200,440   0
    K-1 OTHER DEDUCTIONS-UBTI 25 0   0
    MEMBERSHIP DUES 5,280 0   5,280
    OFFICE EXPENSE 8,393 0   5,155
    BANK FEES 205 205   0
    BOND PREMIUM 98,458 98,458   0
    ACCRUED INTEREST PAID 19,596 19,596   0
    LESS: SUSPENDED PAL'S UTILTIZED 0 -2,923   0


    TY 2021 OtherIncomeSchedule2
    Name:
    HEALEY FAMILY FOUNDATION
    EIN:
    13-3531967
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ORDINARY INCOME (LOSS) THRU K-1S -13,021 -32,379 -13,021
    RENTAL REAL ESTATE THRU K-1S 89 88 89
    OTHER INCOME THRU K-1S -18,050 -22,973 -18,050
    ROYALTIES THRU K-1S 112 24 112
    SECTION 1231 THRU K-1S -30 -497 -30
    INTEREST INCOME THRU K-1S 3 0 3
    SHORT-TERM THRU K-1S 9,289 0 9,289
    LONG-TERM THRU K-1S 4,684 0 4,684
    TAX REFUND 3,060   3,060
    CANCELLATION OF DEBT 867 0 867
    OTHER PORTFOLIO INCOME 1,895 1,895 1,895
    OTHER INCOME (PFIC) 3,191 3,191 3,191
    LONG-TERM THRU K-1S-QSBS 1,170,247   1,170,247


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HEALEY FAMILY FOUNDATION
    EIN:
    13-3531967
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING FEES 4,824 0   4,824
    MANAGEMENT FEE 163,901 163,901   0
    OTHER PROFESSIONAL EXPENSES 63,960 5,716   58,244
    INVESTMENT MANAGEMENT FEES 22,577 22,577   0


    TY 2021 TaxesSchedule
    Name:
    HEALEY FAMILY FOUNDATION
    EIN:
    13-3531967
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 12/31/20 EXTENSION 45,000 0   0