Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
Name of foundation
HEALEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7 GIRALDA FARMS STE 160
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, NJ07940
A Employer identification number

13-3531967
B Telephone number (see instructions)

(973) 656-1818
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$34,469,216
J 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 right arrow.............
3 Interest on savings and temporary cash investments 187,035 166,894  
4 Dividends and interest from securities... 97,257 97,257  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,332,006
b Gross sales price for all assets on line 6a 16,533,328
7 Capital gain net income (from Part IV, line 2)... 1,332,006
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)....... 788,968 -22,305  
12 Total. Add lines 1 through 11........ 2,405,266 1,573,852  
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)....... 18,500 9,250   9,250
c Other professional fees (attach schedule).... 285,161 234,088   51,073
17 Interest............... 358 358   0
18 Taxes (attach schedule) (see instructions)... 58,225 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 283,555 277,381   5,244
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 645,799 521,077   65,567
25 Contributions, gifts, grants paid....... 1,896,028 1,896,028
26 Total expenses and disbursements. Add lines 24 and 25 2,541,827 521,077   1,961,595
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -136,561
b Net investment income (if negative, enter -0-) 1,052,775
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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......... 2,207,670 2,879,000 2,879,000
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment
List of Attached Documents:
// Content
5,650,250
5,694,369
b Investments—corporate stock (attach schedule)....... 2,000,696 Click to see attachment
List of Attached Documents:
// Content
910,341
822,339
c Investments—corporate bonds (attach schedule)....... 6,750,458 Click to see attachment
List of Attached Documents:
// Content
1,672,751
1,626,337
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 33,778 Click to see attachment
List of Attached Documents:
// Content
33,778
6,116,391
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
11,248,608
Click to see attachment
List of Attached Documents:
// Content
10,977,446
Click to see attachment
List of Attached Documents:
// Content
17,330,780
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,241,210 22,123,566 34,469,216
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
0
Click to see attachment
List of Attached Documents:
// Content
22,087
23 Total liabilities (add lines 17 through 22)......... 0 22,087
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 22,241,210 22,101,479
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)..... 22,241,210 22,101,479
30 Total liabilities and net assets/fund balances (see instructions). 22,241,210 22,123,566
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
22,241,210
2
Enter amount from Part I, line 27a .....................
2
-136,561
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,104,649
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
3,170
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,101,479
Form 990-PF (2022)
Form 990-PF (2022)
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 DISPOSITION OF AUCTION MOBILITY LLC - ATG MEDIA US INC. P   2022-04-20
b LONG-TERM GAINS THRU K-1S P   2022-12-31
c SHORT-TERM GAINS THRU K-1S P   2022-12-31
d SURO CAPITAL CORP LONG TERM CAPITAL GAIN P   2022-12-31
e GS HIGH YIELD FLOATING RATE FD (ACCT 014-7) P   2022-12-31
LONG-TERM COVERED SECURITIES FROM GS ACCT NO. 500-4 P   2022-12-31
LONG-TERM COVERED SECURITIES FROM GS ACCT NO. 776-5 P   2022-12-31
SHORT-TERM COVERED SECURITIES FROM GS ACCT NO. 500-4 P   2022-12-31
SHORT-TERM COVERED SECURITIES FROM GS ACCT NO. 776-5 P   2022-12-31
SHORT-TERM NON-COVERED SECURITIES FROM GS ACCT NO. 500-4 P   2022-12-31
SHORT-TERM GAINS (LOSSES) (ACCT 014-7) P   2022-12-31
(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 36,932     36,932
b 1,273,405     1,273,405
c 175,445     175,445
d 133     133
e 962,536   1,018,176 -55,640
35,018   27,398 7,620
3,983,268   4,000,234 -16,966
2,117,752   2,175,713 -57,961
1,712,579   1,743,184 -30,605
6,359   6,716 -357
6,229,901   6,229,901 0
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       36,932
b       1,273,405
c       175,445
d       133
e       -55,640
      7,620
      -16,966
      -57,961
      -30,605
      -357
      0
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 1,332,006
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 (2022)
Form 990-PF (2022)
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 14,634
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 14,634
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 14,634
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 29,199
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 15,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 44,199
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 29,565
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow29,565 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowN/A
14
The books are in care ofright arrowSAX LLP Telephone no.right arrow (973) 472-6250

Located atright arrow389 INTERPACE PARKWAY SUITE 3PARSIPPANYNJ ZIP+4right arrow07054
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
MELANIE HUDSON EXECUTIVE DIRECTOR
9.20
0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
JOHN HAGERTY TRUSTEE/PART-TIME
1.00
0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
MEGAN M HEALEY TRUSTEE/PART-TIME
1.00
0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
MEGAN H HAGERTY TRUSTEE/PART-TIME
1.00
0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
MARGARET S HEALEY TRUSTEE/PART-TIME
1.00
0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
THOMAS J HEALEY TRUSTEE/PART-TIME
1.00
0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
THOMAS JEREMIAH HEALEY TRUSTEE/PART-TIME
1.00
0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
16,365,633
b
Average of monthly cash balances.......................
1b
2,563,336
c
Fair market value of all other assets (see instructions)................
1c
18,754,012
d
Total (add lines 1a, b, and c).........................
1d
37,682,981
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
37,682,981
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
565,245
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
37,117,736
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,855,887
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
1,855,887
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
14,634
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
7,074
c
Add lines 2a and 2b............................
2c
21,708
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,834,179
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,834,179
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
1,834,179
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
1,961,595
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,961,595
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1 Distributable amount for 2022 from Part X, line 7 1,834,179
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 0
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017...... 1,023,506
b From 2018...... 276,985
c From 2019...... 634,849
d From 2020...... 242,722
e From 2021......  
f Total of lines 3a through e ........ 2,178,062
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 1,961,595
a Applied to 2021, 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 2022 distributable amount..... 1,834,179
e Remaining amount distributed out of corpus 127,416
5 Excess distributions carryover applied to 2022. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,305,478
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 ..........
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 2017 not
applied on line 5 or line 7 (see instructions) ...
1,023,506
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ......
1,281,972
10 Analysis of line 9:
a Excess from 2018.... 276,985
b Excess from 2019.... 634,849
c Excess from 2020.... 242,722
d Excess from 2021....  
e Excess from 2022.... 127,416
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

A BETTER CHANCE

253 WEST 35TH STREET 15TH FLOOR
NEW YORK,NY10001
NONE CHARITY GENERAL SUPPORT 1,000

ALL-IN-MILWAUKEE

135 W WELLS ST STE 100
MILWAUKEE,WI53203
NONE CHARITY GENERAL SUPPORT 2,500

AMERICA MEDIA

106 WEST 56TH STREET
NEW YORK,NY10019
NONE CHARITY GENERAL SUPPORT 15,000

AMERICAN ENTERPRISE INSTITUTE

1789 MASSACHUSETTS AVENUE NW
WASHINGTON,DC20036
NONE CHARITY GENERAL SUPPORT 1,000

AMERICAN FEDERATION FOR CHILDREN

10440 LITTLE PATUXENT PKWY STE 300
COLUMBIA,MD21044
NONE CHARITY GENERAL SUPPORT 1,000

ASHESI UNIVERSITY FOUNDATION

1201 3RD AVENUE SUITE 2200
SEATTLE,WA98101
NONE CHARITY GENERAL SUPPORT 2,500

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 5,000

BENEDICTINE SISTERS OF ST AGNES CHIPOLE INC

3617 RIO VISTA WAY
KLAMATH FALLS,OR97603
NONE CHARITY GENERAL SUPPORT 10,000

BIRTH HAVEN

4 ACADEMY STREET
NEWTON,NJ07860
NONE CHARITY GENERAL SUPPORT 5,000

BOYS & GIRLS CLUB OF NEWARK

1 AVON AVENUE
NEWARK,NJ07108
NONE CHARITY GENERAL SUPPORT 1,000

BREAD FOR THE WORLD INSTITUTE

425 3RD STREET SW SUITE 1200
WASHINGTON,DC20024
NONE CHARITY GENERAL SUPPORT 5,000

BUILDON

1111 SUMMER STREET SUITE 602A
STAMFORD,CT06905
NONE CHARITY GENERAL SUPPORT 2,000

CAMP JABBERWOCKY - MV CEREBRAL PALSEY CAMP INC

PO BOX 1357
VINEYARD HAVEN,MA02568
NONE CHARITY GENERAL SUPPORT 2,500

CARINGKIND

360 LEXINGTON AVENUE 3RD FLOOR
NEW YORK,NY10017
NONE CHARITY GENERAL SUPPORT 1,000

CARMELITE SISTERS OF BALTIMORE

1318 DULANEY VALLEY
BALTIMORE,MD21286
NONE CHARITY GENERAL SUPPORT 4,621

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 25,110

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 10,000

CATHOLIC CHARITIES USA

2050 BALLENGER AVENUE SUITE 400
ALEXANDRA,VA22314
NONE CHARITY GENERAL SUPPORT 115,000

CATHOLIC CHARITIES DIOCESE OF SAN DIEGO

3888 PADUCAH DRIVE
SAN DIEGO,CA92117
NONE CHARITY GENERAL SUPPORT 1,000

CATHOLIC EXTENSION

150 SOUTH WACKER DRIVE SUITE 2000
CHICAGO,IL60606
NONE CHARITY GENERAL SUPPORT 17,000

CATHOLIC RELIEF SERVICES - BALTIMORE

228 W LEXINGTON ST
BALTIMORE,MD21201
NONE CHARITY GENERAL SUPPORT 5,000

CATO INSTITUTE

1000 MASSACHUSSETS AVENUE NW
WASHINGTON,DC20001
NONE CHARITY GENERAL SUPPORT 1,000

CENTER FOR APPLIED RESEARCH IN THE APOSTOLATE

2300 WISCONSIN AVE NW 400A
WASHINGTON,DC20007
NONE CHARITY GENERAL SUPPORT 2,500

CHAPEL & YORK US FOUNDATION INC

1350 AVENUE OF THE AMERICAS 2ND
FLOOR SUITE 266
NEW YORK,NY10019
NONE CHARITY GENERAL SUPPORT 1,000

CHAPPAQUIDDICK COMMUNITY CENTER

180 CHAPPAQUIDDICK RD PO BOX 2966
EDGARTOWN,MA02539
NONE CHARITY GENERAL SUPPORT 250

CHILD MIND INSTITUTE

101 E 56TH STREET
NEW YORK,NY10022
NONE CHARITY GENERAL SUPPORT 2,500

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

COLUMBIA BUSINESS SCHOOL

665 WEST 130TH STREET
NEW YORK,NY10027
NONE CHARITY GENERAL SUPPORT 10,000

COLUMBIA UNIVERSITY MEDICAL CENTER - DEPARTMENT OF UROLOGY

630 WEST 168TH STREET
NEW YORK,NY10032
NONE CHARITY GENERAL SUPPORT 2,000

COMMONWEAL

451 MESA RD
BOLINAS,CA94924
NONE CHARITY GENERAL SUPPORT 1,000

COMMUNITY IN CRISIS

9 CHURCH STREET
BERNARDSVILLE,NJ07924
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

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

CRITTENTON SERVICES OF GREATER WASHINGTON

815 SILVER SPRING AVE
SILVER SPRING,MD20910
NONE CHARITY GENERAL SUPPORT 2,500

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 1,000

DC CENTRAL KITCHEN

PO BOX 417406
BOSTON,MA02241
NONE CHARITY GENERAL SUPPORT 1,000

DELBARTON SCHOOL

230 MENDHAM ROAD
MORRISTOWN,NJ07960
NONE CHARITY GENERAL SUPPORT 2,000

DIOCESE OF AUSTIN

6225 E US 290 HWY SVRD EB
AUSTIN,TX78723
NONE CHARITY GENERAL SUPPORT 1,000

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 26,260

DIOCESE OF PATERSON - MISSION OFFICE

777 VALLEY ROAD
CLIFTON,NJ07013
NONE CHARITY GENERAL SUPPORT 1,000

DOCTORS WITHOUT BORDERS USA

PO BOX 5030
HAGERSTOWN,MD21741
NONE CHARITY GENERAL SUPPORT 1,000

DUKE CATHOLIC CENTER

PAGE BUILDING 309 - BOX 90976
DURHAM NC 27708
DURHAM,NC27708
NONE CHARITY GENERAL SUPPORT 15,000

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

EVA'S VILLAGE

393 MAIN STREET
PATERSON,NJ07501
NONE CHARITY GENERAL SUPPORT 2,500

FADICA

1875 K STREET NW SUITE 400
WASHINGTON,DC20006
NONE CHARITY GENERAL SUPPORT 8,750

FOCUS

7401 ALABONSON RD SUITE C
HOUSTON,TX77088
NONE CHARITY GENERAL SUPPORT 10,000

FORDHAM UNIVERSITY

45 COLUMBUS AVENUE 8TH FLOOR
NEW YORK,NJ10023
NONE CHARITY GENERAL SUPPORT 10,000

FRIEDREICH'S ATAXIA RESEARCH ALLIANCE (FARA)

533 W UWCHLAN AVE
DOWNINGTOWN,PA19335
NONE CHARITY GENERAL SUPPORT 1,000

FRIENDS OF KEMMERER LIBRARY

PO BOX 517
NEW VERNON,NJ07976
NONE CHARITY GENERAL SUPPORT 300

FRIENDS OF SARNELLI HOUSE

800 UNIVERSITY BAY DR STE 200
MADISON,WI53705
NONE CHARITY GENERAL SUPPORT 5,000

GARDEN STATE INITIATIVE

PO BOX 9180
MORRISTOWN,NJ07963
NONE CHARITY GENERAL SUPPORT 20,000

GEORGETOWN UNIVERSITY

2115 WISCONSIN AVENUE NW SUITE 500
WASHINGTON,DC20007
NONE CHARITY GENERAL SUPPORT 60,000

GEORGETOWN UNIVERSITY - MCDONOUGH SCHOOL

2115 WISCONSIN AVENUE NW SUITE 500
WASHINGTON,DC20007
NONE CHARITY GENERAL SUPPORT 55,000

GEORGETOWN UNIVERSITY - OFFICE OF MISSION & MINISTRY

2115 WISCONSIN AVENUE NW SUITE 500
WASHINGTON,DC20007
NONE CHARITY GENERAL SUPPORT 6,500

GEORGETOWN UNIVERSITY - WALL STREET ALLIANCE

2115 WISCONSIN AVENUE NW SUITE 500
WASHINGTON,DC20007
NONE CHARITY GENERAL SUPPORT 25,000

GEORGIAN COURT UNIVERSITY

900 LAKEWOOD AVENUE
LAKEWOOD,NJ08701
NONE CHARITY GENERAL SUPPORT 5,000

GILMAN FUND

DEVELOPMENT OFFICE 5407 ROLAND
AVENUE
BALTIMORE,MD21210
NONE CHARITY GENERAL SUPPORT 1,000

GOOD SHEPHERD PARISH - ST ELIZABETH CHURCH

PO BOX 1058
VINEYARD HAVEN,MA02568
NONE CHARITY GENERAL SUPPORT 10,000

GREENLIGHT FUND INC

50 MILK STREET 16TH FLOOR
BOSTON,MA02109
NONE CHARITY GENERAL SUPPORT 50,000

HARDING LAND TRUST

PO BOX 576
NEW VERNON,NJ07976
NONE CHARITY GENERAL SUPPORT 1,000

HARVARD BUSINESS SCHOOL FUND

124 MOUNT AUBURN STREET SUITE 450
NORTH
CAMBRIDGE,MA02241
NONE CHARITY GENERAL SUPPORT 1,000

HARVARD CATHOLIC CENTER

29 MOUNT AUBURN STREET
CAMBRIDGE,MA02138
NONE CHARITY GENERAL SUPPORT 10,000

HARVARD MAGAZINE

7 WARE STREET
CAMBRIDGE,MA02138
NONE CHARITY GENERAL SUPPORT 1,000

HOOVER INSTITUTION - STANFORD UNIVERSITY

DEVELOPMENT OFFICE 434 GALVEZ MALL
STANFORD,CA94305
NONE CHARITY GENERAL SUPPORT 1,000

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 5,000

INNER-CITY SCHOLARSHIP FUND INC

1011 FIRST AVENUE SUITE 1800
NEW YORK,NY10022
NONE CHARITY GENERAL SUPPORT 2,000

JERSEY CITY FIRE FOUNDATION

116 MALLORY AVE
JERSEY CITY,NJ07304
NONE CHARITY GENERAL SUPPORT 250

JESUIT REFUGEE SERVICE USA

1627 K STREET NW SUITE1100
WASHINGTON,DC20006
NONE CHARITY GENERAL SUPPORT 2,500

KENT PLACE SCHOOL

42 NORWOOD AVENUE
SUMMIT,NJ07902
NONE CHARITY GENERAL SUPPORT 2,000

KENYA DRYLANDS EDUCATION FUND

535 PROSPECT ST PO BOX 505
MANCHESTER,VT05254
NONE CHARITY GENERAL SUPPORT 2,500

LEADERSHIP ROUNDTABLE

415 MICHIGAN AVENUE NE SUITE 275
WASHINGTON,DC20017
NONE CHARITY GENERAL SUPPORT 137,500

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 2,500

MANHATTAN INSTITUTE

52 VANDERBILT AVENUE
NEW YORK,NY10164
NONE CHARITY GENERAL SUPPORT 1,000

MARTHA'S VINEYARD COMMUNITY FOUNDATION INC

PO BOX 243
WEST TISBURY,MA02539
NONE CHARITY GENERAL SUPPORT 1,000

MARYKNOLL FATHERS AND BROTHERS

PO BOX 305
MARYKNOLL,NY10545
NONE CHARITY GENERAL SUPPORT 18,600

MARYKNOLL LAY MISSIONERS

PO BOX 307
MARYKNOLL,NY01545
NONE CHARITY GENERAL SUPPORT 10,000

MARYKNOLL SISTERS OF ST DOMINIC INC

PO BOX 317
MARYKNOLL,NY10545
NONE CHARITY GENERAL SUPPORT 1,000

MATTHEW C SELLITTO FOUNDATION

PO BOX 1
NEW VERNON,NJ07976
NONE CHARITY GENERAL SUPPORT 500

MEMORIAL SLOAN-KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065
NONE CHARITY GENERAL SUPPORT 1,000

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

METROPOLITAN CLUB PRESERVATION FOUNDATION

1700 H ST NW
WASHINGTON,DC20006
NONE CHARITY GENERAL SUPPORT 250

MONASTERY OF CHRIST IN THE DESERT

PO BOX 270
ABIQUIU,NM87510
NONE CHARITY GENERAL SUPPORT 2,500

MOUNT SINAI HOSPITAL

1468 MADISON AVE
NEW YORK,NY10029
NONE CHARITY GENERAL SUPPORT 1,000

MUSCULAR DYSTROPHY ASSOCIATION NATIONAL OFFICE

1016 W JACKSON BLVD 1073
CHICAGO,IL60607
NONE CHARITY GENERAL SUPPORT 1,000

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 26,999

NETWORK FOR TEACHING ENTREPRENEURSHIP

120 WALL STREET 18TH FLOOR
NEW YORK,NY10005
NONE CHARITY GENERAL SUPPORT 1,000

NEW JERSEY CONSERVATION FOUNDATION

BAMBOO BROOK 170 LONGVIEW ROAD
FAR HILLS,NJ07931
NONE CHARITY GENERAL SUPPORT 1,000

NEW VERNON VOLUNTEER FIRE DEPARTMENT

PO BOX 143
NEW VERNON,NJ07976
NONE CHARITY GENERAL SUPPORT 1,500

NEW WAYS FOR AFRICA

C/O JASON WINDAWI PO BOX 38
ROCKY HILL,NJ08553
NONE CHARITY GENERAL SUPPORT 5,000

NEW YORK PUBLIC RADIO - WQXR

PO BOX 1550
NEW YORK,NY10116
NONE CHARITY GENERAL SUPPORT 1,000

NEW YORK ROAD RUNNERS

320 WEST 57TH STREET
NEW YORK,NY10019
NONE CHARITY GENERAL SUPPORT 1,000

NJPAC

1 CENTER STREET
NEWARK,NJ07102
NONE CHARITY GENERAL SUPPORT 2,500

NORTHWELL HEALTH FOUNDATION

2000 MARCUS AVENUE
NEW HYDE PARK,NY11042
NONE CHARITY GENERAL SUPPORT 250

NORTHWESTERN UNIVERSITY

INTERNATIONAL INSTITUTE FOR
NANOTECHNOLOGY 2145 SHERIDAN ROAD
EVANSTON,IL60208
NONE CHARITY GENERAL SUPPORT 1,000

ORDER OF MALTA - AMERICAN ASSOCIATION

LB 1618 PO BOX 95000
PHILADELPHIA,PA19195
NONE CHARITY GENERAL SUPPORT 4,250

ORDER OF MALTA - FEDERAL ASSOCIATION

PO BOX 223132
CHANTILLY,VA20153
NONE CHARITY GENERAL SUPPORT 2,700

ORDER OF MALTA - NEW JERSEY ASSOCIATION

1011 FIRST AVENUE ROOM 1350
NEW YORK,NY10022
NONE CHARITY GENERAL SUPPORT 500

ORDER OF MALTA - SOUTHEAST FLORIDA

1011 FIRST AVENUE ROOM 1350
NEW YORK,NY10022
NONE CHARITY GENERAL SUPPORT 2,000

PACKER COLLEGIATE INSTITUTE

170 JORALEMON STREET
BROOKLYN,NY11201
NONE CHARITY GENERAL SUPPORT 21,000

PALM BEACH ATLANTIC UNIVERSITY

901 S FLAGLER DRIVE/ PO BOX 24708
WEST PALM BEACH,FL33416
NONE CHARITY GENERAL SUPPORT 2,000

PALM BEACH CHRISTIAN ACADEMY

1101 SOUTH FLAGLER DR
WEST PALM BEACH,FL33401
NONE CHARITY GENERAL SUPPORT 10,000

PART OF THE SOLUTION

8924 SYLVANIA ST
LORTON,VA22079
NONE CHARITY GENERAL SUPPORT 1,000

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 1,000

PORTSMOUTH ABBEY SCHOOL

285 CORYS LANE
PORTSMOUTH,RI02871
NONE CHARITY GENERAL SUPPORT 341,148

PREP FOR PREP

328 WEST 71ST STREET
NEW YORK,NY10023
NONE CHARITY GENERAL SUPPORT 2,500

PRESCHOOL ADVANTAGE INC

25 LINDSLEY DR 307
MORRISTOWN,NJ07960
NONE CHARITY GENERAL SUPPORT 1,000

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

HARVARD UNIVERSITY PO BOX 419209
BOSTON,NY02241
NONE CHARITY GENERAL SUPPORT 50,000

PROPEL AMERICA

800 BOYLSTON STREET/ PO BOX 990443
BOSTON,MA02199
NONE CHARITY GENERAL SUPPORT 5,000

READWORKS INC

PO BOX 24673
BROOKLYN,NY11202
NONE CHARITY GENERAL SUPPORT 2,000

RENEW INTERNATIONAL

1232 GEORGE STREET
PLAINFIELD,NJ07062
NONE CHARITY GENERAL SUPPORT 2,500

ROSEMONT COLLEGE

1400 MONTGOMERY AVENUE
ROSEMONT,PA19010
NONE CHARITY GENERAL SUPPORT 25,000

SAINT LOUIS ABBEY-SAINT LOUIS PRIORY SCHOOL

500 SOUTH MASON ROAD
ST LOUIS,MO63141
NONE CHARITY GENERAL SUPPORT 1,000

SAINT PAUL'S OUTREACH

2520 LEXINGTON AVENUE S
MENDOTA,MN63141
NONE CHARITY GENERAL SUPPORT 30,000

SAINT SIMON CATHOLIC PARISH

1860 GRANT ROAD
LOS ALTOS,CA94024
NONE CHARITY GENERAL SUPPORT 1,000

SETON HALL UNIVERSITY

457 CENTRE STREET
SOUTH ORANGE,NJ07079
NONE CHARITY GENERAL SUPPORT 5,500

SHERIFF'S MEADOW FOUNDATION

PO BOX 1088
VINEYARD HAVEN,MA02539
NONE CHARITY GENERAL SUPPORT 1,000

SOAR

3025 4TH STREET NE SUITE 14
WASHINGTON,DC20017
NONE CHARITY GENERAL SUPPORT 1,000

SOCIETY OF THE HOLY CHILD JESUS - AMERICAN PROVINCE

1341 MONTGOMERY AVENUE
ROSEMONT,PA19010
NONE CHARITY GENERAL SUPPORT 2,500

ST BENEDICT'S 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 5,000

ST JOSEPH FINANCIAL SERVICES

1400 E ANGELA BLVD 175
SOUTH BEND,IN46617
NONE CHARITY GENERAL SUPPORT 10,000

ST JUDE CHILDREN'S RESEARCH HOSPITAL

262 DANNY THOMAS PL
MEMPHIS,TN38105
NONE CHARITY GENERAL SUPPORT 300

ST MARY'S ABBEY

101 S VISTA DR
SANDIA,TX78383
NONE CHARITY GENERAL SUPPORT 250

ST PAUL INSIDE THE WALLS

205 MADISON AVENUE
MADISON,NJ07940
NONE CHARITY GENERAL SUPPORT 200

ST PAUL'S CATHOLIC COMMUNITY

224 5TH ST N
JAX BEACH,FL32250
NONE CHARITY GENERAL SUPPORT 25,000

ST THOMAS MORE CATHOLIC COMMUNITY

1079 SUMMIT AVE
SAINT PAUL,MN55105
NONE CHARITY GENERAL SUPPORT 2,500

ST THOMAS THE APOSTLE PARISH

5472 S KIMBARK AVE
CHICAGO,IL60615
NONE CHARITY GENERAL SUPPORT 2,500

STUDENT SPONSOR PARTNERS

424 MADISON AVENUE THIRD FLOOR
NEW YORK,NY10017
NONE CHARITY GENERAL SUPPORT 2,000

TEMPLE SHAREY TEFILO-ISRAEL

432 SCOTLAND RD
SOUTH ORANGE,NJ07079
NONE CHARITY GENERAL SUPPORT 250

THE BASIC FUND

1301 CLAY ST 70450
OAKLAND,CA94612
NONE CHARITY GENERAL SUPPORT 500

THE DREXEL FUND

212 BROADWAY EAST 22777
SEATTLE,WA98102
NONE CHARITY GENERAL SUPPORT 105,000

THE LAND CONSERVANCY OF NEW JERSEY

19 BOONTON AVENUE
BOONTON,NJ07005
NONE CHARITY GENERAL SUPPORT 1,000

THE LORD'S PLACE

2808 N AUSTRALIAN AVE
WEST PALM BEACH,FL33407
NONE CHARITY GENERAL SUPPORT 5,000

THE NEW JERSEY HISTORICAL SOCIETY

52 PARK PLACE
NEWARK,NJ07102
NONE CHARITY GENERAL SUPPORT 500

THE SCHOLARSHIP FUND FOR INNER-CITY CHILDREN

171 CLIFTON AVE
NEWARK,NJ07104
NONE CHARITY GENERAL SUPPORT 10,000

THE SHRINE OF ST JOSEPH

1220 NORTH 11TH STREET
ST LOUIS,MO63106
NONE CHARITY GENERAL SUPPORT 2,500

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 1,000

TOUCH FOUNDATION INC

PO BOX 910
NEW YORK,NY10272
NONE CHARITY GENERAL SUPPORT 1,000

TREASURE COAST HOSPICE

1201 SE INDIAN ST
STUART,FL34997
NONE CHARITY GENERAL SUPPORT 500

TRI-COUNTY SCHOLARSHIP FUND

14 WEST MAIN STREET
MENDHAM,NJ07945
NONE CHARITY GENERAL SUPPORT 30,000

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

WAMMC - FARM TO TABLE EVENING

100 MADISON AVENUE
MORRISTOWN,NJ07962
NONE CHARITY GENERAL SUPPORT 5,000

WASHINGTON JESUIT ACADEMY

900 VARNUM STREET NE
WASHINGTON,DC20017
NONE CHARITY GENERAL SUPPORT 5,000

WEST PALM GOLF COMMUNITY TRUST INC

3535 MILITARY TRL STE 101
JUPITER,FL33458
NONE CHARITY GENERAL SUPPORT 100,000

WIKIMEDIA FOUNDATION INC

1 MONTGOMERY ST SUITE 1600
SAN FRANCISCO,CA94104
NONE CHARITY GENERAL SUPPORT 1,040

WOODWELL CLIMATE RESEARCH CENTER

149 WOODS HOLE ROAD
FALMOUTH,MA02540
NONE CHARITY GENERAL SUPPORT 10,000
Total .................................right arrow 3a 1,896,028
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ...........
    14 187,035  
4 Dividends and interest from securities ....     14 97,257  
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 1,332,006  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCANCELATION OF DEBT
      54  
bDIVIDENDS THRU K-1S-UBIT   38 01    
cINTEREST INCOME THRU K-1S-UBIT   1 01    
dLONG-TERM THRU K-1S-UBIT   -2,465 01    
eLONG-TERM THRU K-1S-QSBS     01   776,799
fORDINARY INCOME (LOSS) THRU K-1S 531120 15,982 01 1,229  
gOTHER INCOME (PFIC)     01 12,144  
hOTHER INCOME (LOSS) THRU K-1S   4,808 01 -37,945  
iOTHER PORTFOLIO INCOME   42 01 1,955  
jRENTAL REAL ESTATE THRU K-1S 531120   01 327  
kROYALTIES THRU K-1S     01 247  
lSECTION 1231 THRU K-1S   -90 01 -316  
mSHORT-TERM THRU K-1S-UBIT   1,902 01    
nTAX REFUND     01 14,256  
12 Subtotal. Add columns (b), (d), and (e) .. 20,218 1,608,249 776,799
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,405,266
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name SmallBullet
Firm's EIN SmallBullet
Firm's address SmallBullet


Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 AccountingFeesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 18,500 9,250   9,250

TY 2022 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 1,672,751 1,626,337

TY 2022 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 907,012 805,678
VICTORY CAPITAL HOLDINGS, INC. CMN CLASS A 3,329 16,661

TY 2022 InvestmentsGovtObligationsSch
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
US Government Securities - End of Year Book Value:

5,650,250
US Government Securities - End of Year Fair Market Value:

5,694,369
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 InvestmentsOtherSchedule2
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ANTHOS CAPITAL II GB SERIES AIV, L.P. AT COST 33,778 6,116,391

TY 2022 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 401,143 384,047 883,113
ACCOLADE PARTNERS VII-C 109,218 183,619 193,529
CARLYLE/RIVERSTONE TE PTRS III -126 -261 2,678
ECOR1 CAPITAL FUND QUALIFIED L 1,306,763 1,309,441 1,979,294
H&H AGILITY LLC 303,818 306,432 382,565
HEALEY ANTHOS HOLDINGS LLC 4,813,744 4,696,580 5,806,190
HIGHVISTA BIOTECH 1,900,758 1,846,451 2,172,238
HUFF ENERGY FUND 132,454 148,126 628,809
HUFF ENERGY FUND AIV1 345,497 345,497 241,068
IRONBOUND FILM & TELEVISION 0 0 80,437
KKR SPECIAL SITUATION FEEDER 413,775 274,558 417,981
REVERENCE CAPITAL PARTNERS OPP 351,651 333,194 1,044,102
REVERENCE CAPITAL PTRS OPP II 311,278 258,002 838,409
REVERENCE CAPITAL V -183 112,102 113,600
SILVER POINT CAPITAL OFFSHORE 262,042 262,042 1,891,612
TIFF P.E.P. 2005, LLC 103,700 64,513 65,371
TIFF P.E.P. 2007, LLC 63,949 51,279 121,187
TIFF P.E.P. 2009, LLC 151,567 129,807 44,090
TIFF P.E.P. 2010, LLC 186,247 161,790 185,582
TIFF SPECIAL OPPS FUND LLC 91,313 110,227 238,925


TY 2022 OtherDecreasesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Amount
ADJUSTMENT TO FUND BALANCE 3,170


TY 2022 OtherExpensesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCRUED INTEREST PAID 5,109 5,109   0
ADR FEES 38 38   0
BANK FEES 205 205   0
BOND PREMIUM 63,300 63,300   0
GS FOREIGN TAXES 32 32   0
K-1 CHARITABLE CONTRIBUTIONS 30 30   0
K-1 FOREIGN TAXES PAID 488 488   0
K-1 INTEREST EXPENSE 13,577 13,577   0
K-1 INTEREST EXPENSE -UBTI 26 0   0
K-1 OTHER DEDUCTIONS 192,466 192,466   0
K-1 OTHER DEDUCTIONS-UBTI 25 0   0
K-1 PORTFOLIO DEDUCTIONS 1,063 1,063   0
K-1 ROYALTY DEDUCTIONS 41 41   0
K-1 SECTION 179 DEDUCTION 2 2   0
K-1 SECTION 179 DEDUCTION-UBTI 7 0   0
K-1 SECTION 59(E)(2) EXP 1,030 1,030   0
K-1 SECTION 59(E)(2) EXP-UBTI 872 0   0
MEMBERSHIP DUES 1,295 0   1,295
OFFICE EXPENSE 3,486 0   3,486
TRAVEL 463 0   463


TY 2022 OtherIncomeSchedule2
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CANCELATION OF DEBT 54 54 54
DIVIDENDS THRU K-1S-UBIT 38 0 38
INTEREST INCOME THRU K-1S-UBIT 1 0 1
LONG-TERM THRU K-1S-UBIT -2,465 0 -2,465
LONG-TERM THRU K-1S-QSBS 776,799   776,799
ORDINARY INCOME (LOSS) THRU K-1S 17,211 1,229 17,211
OTHER INCOME (PFIC) 12,144 12,144 12,144
OTHER INCOME (LOSS) THRU K-1S -33,137 -37,945 -33,137
OTHER PORTFOLIO INCOME 1,997 1,955 1,997
RENTAL REAL ESTATE THRU K-1S 327 327 327
ROYALTIES THRU K-1S 247 247 247
SECTION 1231 THRU K-1S -406 -316 -406
SHORT-TERM THRU K-1S-UBIT 1,902 0 1,902
TAX REFUND 14,256   14,256


TY 2022 OtherLiabilitiesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARDS 0 22,087


TY 2022 OtherProfessionalFeesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 4,100 0   4,100
MANAGEMENT FEE 210,242 210,242   0
OTHER PROFESSIONAL EXPENSES 48,859 4,886   43,973
INVESTMENT MANAGEMENT FEES 15,960 15,960   0
LEGAL FEES 6,000 3,000   3,000


TY 2022 TaxesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2021 EXTENSION PYMT 20,000 0   0
990T ESTIMATED TAXES 20,000 0   0
990T FEDERAL TAXES DUE 18,225 0   0