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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
CATHOLIC HUMAN SERVICES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 216
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RINGOES, NJ08551
A Employer identification number

26-2967521
B Telephone number (see instructions)

(908) 730-6883
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$15,468,106J 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      
4 Dividends and interest from securities... 408,268 408,268  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 403,883
b Gross sales price for all assets on line 6a 590,655
7 Capital gain net income (from Part IV, line 2)... 403,883
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
18,941 18,656  
12 Total. Add lines 1 through 11........ 831,092 830,807  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 220,835 88,334   132,501
14 Other employee salaries and wages...... 106,383 0   106,383
15 Pension plans, employee benefits....... 74,115 20,259   53,856
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
13,366 6,683   6,683
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,500 1,250   1,250
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
5,000 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
List of Attached Documents:
// Content
37,725 7,460   30,264
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 459,924 123,986   330,937
25 Contributions, gifts, grants paid....... 594,475 594,475
26 Total expenses and disbursements. Add lines 24 and 25 1,054,399 123,986   925,412
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -223,307
b Net investment income (if negative, enter -0-) 706,821
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 152,359 92,626 92,626
2 Savings and temporary cash investments......... 300,616 105,686 105,686
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)      
b Investments—corporate stock (attach schedule)....... 3,946,738 Click to see attachment
List of Attached Documents:
// Content
3,860,895 		14,762,990
c Investments—corporate bonds (attach schedule)....... 250,570 Click to see attachment
List of Attached Documents:
// Content
350,600 		341,119
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).......... 227,162 Click to see attachment
List of Attached Documents:
// Content
231,357 		165,685
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,877,445 4,641,164 15,468,106
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)    
23 Total liabilities (add lines 17 through 22)......... 0 0
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........... 4,877,445 4,641,164
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,877,445 4,641,164
30 Total liabilities and net assets/fund balances (see instructions). 4,877,445 4,641,164
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
4,877,445
2
Enter amount from Part I, line 27a .....................
2
-223,307
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,654,138
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12,974
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,641,164
Form 990-PF (2023)
Form 990-PF (2023)
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 CSX CORP. (ML-WCMA) P 2023-01-01 2023-12-31
b MICROSOFT CORPORATION (ML-WCMA) P 2023-01-01 2023-12-31
c WEYERHAEUSER (ML-WCMA) P 2023-01-01 2023-12-31
d TCW STRATEGIC INCOME FUN INC P 2023-01-01 2023-12-31
e MORGAN STANLEY SR MTN 4.1% (ML-WCMA) P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 154,999   43,336 111,663
b 305,998   28,004 277,994
c 127,600   115,432 12,168
d 2,028     2,028
e 30     30
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       111,663
b       277,994
c       12,168
d       2,028
e       30
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 2 403,883
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,825
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 9,825
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 9,825
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 26,499
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,499
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.......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 16,674
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow16,674 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrow
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 .Click to see attachment
List of Attached Documents:
// Content
8b
 
No
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
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 arrowWWW.CATHOLICHUMANSERVICESFOUNDATION.ORG
14
The books are in care ofright arrowKERRI SMITH Telephone no.right arrow (908) 730-6883

Located atright arrowPO BOX 216RINGOESNJ ZIP+4right arrow08551
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 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
Yes
 
(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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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
R KEVIN HACKETT PRESIDENT/CEO/DIR.(FORMER/RETIRED)
40.00 		126,835 19,025 0
PO BOX 216
RINGOES,NJ08551
MARGARET HACKETT VP/SEC./GRANT PROG.(FORMER/RETIRED)
40.00 		52,383 7,857 0
PO BOX 216
RINGOES,NJ08551
KERRI SMITH PRESIDENT/CEO(CURRENT)
40.00 		94,000 14,100 0
PO BOX 216
RINGOES,NJ08551
COLLEEN KELLY VP/SECRETARY/PROGRAM OFFICER(CURRENT)
40.00 		54,000 8,100 0
PO BOX 216
RINGOES,NJ08551
JOHN DEGRAAF DIRECTOR
1.00 		0 0 0
PO BOX 216
RINGOES,NJ08551
THOMAS RUVO DIRECTOR
1.00 		0 0 0
PO BOX 216
RINGOES,NJ08551
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 (2023)
Form 990-PF (2023)
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  
2  
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 (2023)
Form 990-PF (2023)
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
15,031,347
b
Average of monthly cash balances.......................
1b
272,386
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
15,303,733
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
15,303,733
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
229,556
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
15,074,177
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
753,709
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
753,709
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,825
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,825
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
743,884
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
743,884
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
743,884
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
925,412
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
925,412
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 743,884
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 112,020
b From 2019...... 68,912
c From 2020...... 172,068
d From 2021......  
e From 2022...... 2,801
f Total of lines 3a through e ........ 355,801
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 925,412
a Applied to 2022, 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 2023 distributable amount..... 743,884
e Remaining amount distributed out of corpus 181,528
5 Excess distributions carryover applied to 2023. 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 5 537,329
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		112,020
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		425,309
10 Analysis of line 9:
a Excess from 2019.... 68,912
b Excess from 2020.... 172,068
c Excess from 2021....  
d Excess from 2022.... 2,801
e Excess from 2023.... 181,528
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
CATHOLIC HUMAN SERVICES FOUNDATION
PO BOX 216
RINGOES,NJ08551
(908) 730-6883
bThe form in which applications should be submitted and information and materials they should include:
SEND LETTER OF INQUIRY REQUESTING GRANT APPLICATION PACKAGE.
cAny submission deadlines:
THE FOUNDATION MEETS QUARTERLY TO REVIEW GRANT REQUESTS.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ARE PRIMARILY GIVEN TO CATHOLIC ORGANIZATIONS PROVIDING HEALTH AND HUMAN SERVICES.
Form 990-PF (2023)
Form 990-PF (2023)
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

180 TURNING LIVES AROUND

1 BETHANY ROAD
HAZLET,NJ07730 		NONE PC FUNDING FOR A CLIMATE-CONTROLLED AIR CONDITIONING UNIT FOR THEIR DOMESTIC VIOLENCE SHELTER 10,296

ARCHDIOCESE OF NEWARK THE MERCY HOUSE

171 CLIFTON AVENUE
NEWARK,NJ07140 		NONE PC FUNDING FOR THE PURCHASE OF CLOTHING ITEMS, CRIBS, AND CAR SEATS TO HELP SUPPORT WOMEN AND THEIR NEWBORNS. 15,000

BERNARDINE FRANCISCAN SISTERS

450 ST BERNARDINE STREET
READING,PA19607 		NONE PC FUNDING FOR EDUCATIONAL SUPPLIES & EQUIPMENT FOR MISSION IN THE DOMINICAN REPUBLIC SERVING AT RISK CHILDREN 6,000

BOYS & GIRLS CLUB OF CLIFTON INC

822 CLIFTON AVENUE
CLIFTON,NJ07013 		NONE PC FUNDING FOR THE PURCHASE OF 2 AQUATICS STARTING BLOCKS THAT WILL BE UTILIZED BY THEIR YOUTH WHO ARE INVOLVED IN THEIR SWIMMING PROGRAMS. 10,925

BUILDING COMMUNITIES

415 FIFTH AVENUE
RIVER EDGE,NJ07661 		NONE PC FUNDING FOR APPLIANCES AND FURNITURE FOR THEIR SENIOR RESIDENCE CENTER/HOME TO 24 LOW- INCOME SENIORS 5,543

CALDWELL UNIVERSITY INC

120 BLOOMFIELD AVE
CALDWELL,NJ07006 		NONE PC FUNDING FOR THE PURCHASE OF FOOD ITEMS AND SUPPLIES FOR THEIR COUGAR FOOD PANTRY. 10,000

CANONS REGULAR OF THE ORDER OF THE HOLY CROSS

717 E SOUTHERN AVENUE
PHOENIX,AZ85040 		NONE PC FUNDING FOR THE CONSTRUCTION OF 4 SHOWERS AND TOILETS FOR THEIR LISTENING CENTER LOCATED IN THE DRC 15,000

CASA SHAW NEW JERSEY INC

148 MAIN ST BLDG D1
LEBANON,NJ08833 		NONE PC FUNDING FOR TABLETS, CHILDREN'S BOOKS AND COMMUNITY PROGRAM MATERIALS. 3,192

CATHEDRAL SOUP KITCHEN INC

1415 FEDERAL STREET
CAMDEN,NJ08105 		NONE PC FUNDING FOR EQUIPMENT FOR ORGANIZATION SERVING THE NEEDY OF CAMDEN THROUGH FOOD PROGRAMS, CASE MANAGEMENT AND EDUCATIONAL CLASSES 10,000

CATHOLIC PARTNERSHIP SCHOOLS

2824 RIVER ROAD
CAMDEN,NJ08105 		NONE PC FUNDING FOR RELIGIOUS AND LIFE SKILLS CURRICULUM MATERIALS FOR ORGANIZATION OVERSEEING FIVE PARISH-BASED CATHOLIC SCHOOLS IN CAMDEN, NJ 12,904

CENTER FOR HUMANISTIC CHANGE INC

555 UNION BLVD SUITE 7 2ND FLOOR
ALLENTOWN,PA18109 		NONE PC FUNDING FOR COMPUTERS AND PROGRAM SUPPLIES TO BE USED BY THEIR PREVENTION STAFF WHO WORK WITH STUDENTS WHO ARE CONSIDERED "AT RISK" 8,535

CHESHIRE HOME

9 RIDGEDALE AVENUE
FLORHAM PARK,NJ07932 		NONE PC FUNDING FOR NEEDED KITCHEN EQUIPMENT IN ORDER TO CONTINUE SERVING HANDICAPPED RESIDENTS. 8,970

CISTERCIAN ABBEY OF SPENCER INC

167 N SPENCER RD
SPENCER,MA01562 		NONE PC FUNDING FOR THE PURCHASE OF A PARKER TUB TO BE UTILIZED WITH INFIRMARY PATIENTS AND THOSE SENIORS RECOVERING FROM SURGERIES. 14,993

CONCEPTION ABBEY INC

PO BOX 501
CONCEPTION,MO64433 		NONE PC FUNDING TO GO TOWARDS TRANSPORTATION FOR ELDERLY INFIRMARY MEMBERS. 15,000

CONGREGATION OF HOLY CROSS PROVINCE INC

PO BOX 1064
NOTRE DAME,ID46556 		NONE PC FUNDING FOR THE PURCHASE OF SECURITY CAMERAS FOR LONG-TERM CARE FACILITY. 15,000

CONGREGATION OF THE SISTERS SERVANTS OF THE IHM

IHM CENTER/2300 ADAMS AVENUE
SCRANTON,PA15809 		NONE PC FUNDING FOR A GAS AND GRIDDLE RANGE FOR THEIR RESIDENCE AND IHM CENTER 14,600

DAWN'S PLACE

PO BOX 48253
PHILADELPHIA,PA19144 		NONE PC FUNDING FOR FURNITURE, APPLIANCES AND SUPPLIES NEEDED TO UPDATE THEIR SAFE HOUSE 3,893

DEPARTMENT FOR PERSONS WITH DISABILITIES

1 CATHOLIC CHARITIES WAY P O BOX
2539
OAK RIDGE,NJ07438 		NONE PC FUNDING FOR THE PURCHASE OF A GENERAC GENERATOR TO PROVIDE A MORE RELIABLE BACK-UP SOURCE OF ENERGY FOR THOSE WITH SERIOUS HEALTH CONDITIONS. 15,000

DISMAS MINISTRY

PO BOX 070363
MILWAUKEE,WI53207 		NONE PC FUNDING FOR CATHOLIC FAITH FORMATION RESOURCES FOR PROGRAM FACILITATING THE SPIRITUAL REHABILITA-TION OF MEN AND WOMEN INCARCERATED IN PRISON 7,500

FAITH KITCHEN INC

123 E BLACKWELL STREET
DOVER,NJ07801 		NONE PC FUNDING FOR DISPOSABLE KITCHEN SUPPLIES FOR THE FOOD SERVICES THEY PROVIDE FOR MEMBERS OF THE COMMUNITY WHO ARE "LIVING ON THE MARGINS AND FOOD INSECURE. 9,255

FREEDOM HOUSE INC

2004 STATE ROUTE 31 SUITE 9
CLINTON,NJ08809 		NONE PC FUNDING FOR A COMMERCIAL STOVE/RANGE AND DISHWASHER FOR THEIR 44 BED HALFWAY HOUSE 14,717

GEORGIAN COURT UNIVERSITY

900 LAKEWOOD AVENUE
LAKEWOOD,NJ08701 		NONE PC FUNDING FOR MEDICAL EQUIPMENT FOR THE HACKENSACK MERIDIAN HEALTH SCHOOL OF NURSING AND WELLNESS AT GEORGIAN COURT UNIVERSITY. 6,885

GUADALUPE REGIONAL MIDDLE SCHOOL

1214 E LINCOLN ST
BROWNSVILLE,TX78521 		  PC FUNDING TO HAVE REPAIRS DONE TO COURTYARD METAL ROOF. 9,980

HAVEN ADOLESCENT COMMUNITY RESPITE CENTER

13 ROOSEVELT AVENUE
JERSEY CITY,NJ07304 		NONE PC JSILVAROZO - 05/09/24 04:49PM WORKSHEET PRIVATE FOUNDATION 560

HEALING THE CHILDREN NEW JERSEY

112 FIFTH AVENUE
HAWTHORNE,NJ07506 		NONE PC FUNDING FOR THE PURCHASE OF HEART MONITORS AND OTHER MEDICAL EQUIPMENT TO BE USED BY MEDICAL TEAMS ABROAD. 11,895

HOLY FAMILY HOME LITTLE SISTERS OF THE POOR PA

5300 CHESTER AVENUE
PHILADELPHIA,PA19143 		NONE PC FUNDING FOR PHYSICAL THERAPY EQUIPMENT FOR THEIR ELDERLY, POOR RESIDENTS. 11,992

HOME FOR THE AGED OF THE LITTLE SISTERS OF THE POOR

1365 ENFIELD STREET
ENFIELD,CT06082 		NONE PC FUNDING FOR BUILDING EQUIPMENT FOR RESIDENCE PROVIDING LONG-TERM AND RESIDENTIAL CARE FOR THE ELDERLY POOR 14,000

IHM CENTER FOR LITERACY AND GED PROGRAMS

4751 L STREET
PHILADELPHIA,PA19124 		NONE PC FUNDING FOR SCHOOL TEXT BOOKS AND WORKBOOKS TO ASSIST CHILDREN IN LEARNING THE ENGLISH LANGUAGE. 14,582

INTERFAITH CAREGIVERS OF GREATER MERCER COUNTY

3635 QUAKERBRIDGE RD SUITE 16
HAMILTON,NJ08619 		NONE PC FUNDING FOR VIDEO COMMUNICATION EQUIPMENT TO BE USED TO FACILITATE BETTER COMMUNICATION BETWEEN CLIENTS AND VOLUNTEERS. 1,277

INTERFAITH FOOD PANTRY INC

2 EXECUTIVE DRIVE
MORRIS PLAINS,NJ07950 		NONE PC FUNDING FOR THE PURCHASE OF FOOD AND FRESH PRODUCE FOR THE PANTRY. 12,000

JERSEY BATTERED WOMEN'S SERVICE INC

PO BOX 1437
MORRISTOWN,NJ07962 		NONE PC FUNDING TO MAKE SAFETY REPAIRS ON ELEVATOR, AND EXTERIOR BUILDING GUTTERS. 12,625

JOSEPH'S HOUSE OF CAMDEN LLC

20 CHURCH STREET
CAMDEN,NJ08105 		NONE PC FUNDING FOR KITCHEN SUPPLIES FOR PROGRAM PROVIDING SHELTER AND SUPPORTIVE SERVICES TO PEOPLE EXPERIENCING HOMELESSNESS IN CAMDEN 10,000

LEGION OF CHRIST COLLEGE INC

475 OAK AVENUE
CHESHIRE,CT06410 		NONE PC FUNDING FOR A COLOR PRINTER TO BE USED BY LEGIONARY BROTHERS/STUDENTS. 7,300

LIGHT HOUSE REHABILITATION CENTER

14 ORLAN ROAD
NEW HOLLAND,PA17557 		NONE PC FUNDING FOR EQUIPMENT FOR PROGRAM PROVIDING VOCATIONAL SERVICES, EDUCATIONAL ENRICHMENT AND COMMUNITY INTEGRATIONS FOR THE DISABLED 11,548

LUNCH BREAK INC

121 DRS JAMES PARKER BLVD
RED BANK,NJ07701 		NONE PC FUNDING FOR FOOD FOR THEIR SOUP KITCHEN 10,000

MATHENY SCHOOL AND HOSPITAL INC

65 HIGHLAND AVENUE PO BOX 339
PEAPACK,NJ07977 		NONE PC FUNDING FOR THE PURCHASE OF SHOWER TROLLEYS FOR THOSE WITH PHYSICAL AND DEVELOPMENTAL DISABILITIES. 13,674

MEALS ON WHEELS IN HUNTERDON INC

5 WALTER E FORAN BOULEVARD
FLEMINGTON,NJ08822 		NONE PC FUNDING FOR FOOD COSTS FOR ORGANIZATION WORKING TO REDUCE HUNGER, FOOD INSECURITY AND MALNUTRITION WHILE PROMOTING THE WELL-BEING OF SENIORS IN NEED 12,430

MEALS ON WHEELS OF MERCER COUNTY INC

320 HOLLOWBROOK ROAD
EWING,NJ08638 		NONE PC FUNDING FOR THE PURCHASE OF FOOD FOR THEIR SUBSIDIZED MEAL PROGRAM. 5,000

MEALS ON WHEELS OF THE GREATER LEHIGH VALLEY

1302 N SHERMAN STREET
ALLENTOWN,PA18106 		NONE PC FUNDING FOR SAFETY EQUIPMENT FOR PROGRAM SERVING CLIENTS WHO ARE AT RISK OF HUNGER AND HAVE LIMITED FOOD ACCESS 12,000

MISERICORDIA HOME

6300 RIDGE AVENUE
CHICAGO,IL60660 		NONE PC FUNDING FOR MEDICAL EQUIPMENT FOR CHILDREN AND ADULTS WITH DEVELOPMENTAL DISABILITIES AT THEIR RESIDENTIAL HOME. 10,595

MISSIONARY SERVANTS OF THE MOST BLESSED TRINITY

3501 SOLLY AVE
PHILADELPHIA,PA19136 		NONE PC FUNDING FOR THE PURCHASE OF A WALK-IN TUB TO PROVIDE MORE SAFETY FOR THOSE IN WHEELCHAIRS AT THEIR MOTHERHOUSE. 13,695

MISSIONARY SERVANTS OF THE MOST HOLY TRINITY

9001 NEW HAMPSHIRE AVENUE
SILVER SPRING,MD20903 		NONE PC FUNDING FOR THE PURCHASE OF TWO WALK-IN SHOWERS TO ACCOMMODATE SENIORS WITH MOBILITY ISSUES. 7,500

MOUNT CARMEL GUILD OF TRENTON NJ

73 NORTH CLINTON AVENUE
TRENTON,NJ08609 		NONE PC FUNDING TO PURCHASE HOLIDAY TURKEYS AND PRODUCE TO HELP FEED LOW-INCOME INDIVIDUALS AND FAMILIES IN MERCER COUNTY. 10,000

MUSIC WORKS

2050 WEST CHESTER PIKE SUITE 115
HAVERTOWN,PA19083 		NONE PC FUNDING FOR DESKTOP COMPUTERS AND 1 LAPTOP TO HELP ASSIST THEIR THERAPY STAFF 5,708

OASIS - A HAVEN FOR WOMEN AND CHILDREN INC

59 MILL STREET
PATERSON,NJ07501 		NONE PC FUNDING FOR EQUIPMENT FOR THIS MULTI-SERVICE ANTIPOVERTY ORGANIZATION SERVING THE NEEDS OF WOMEN AND CHILDREN 8,280

OASIS - A HAVEN FOR WOMEN AND CHILDREN INC

59 MILL STREET
PATERSON,NJ07501 		NONE PC FUNDING TO REPLACE CARPETING IN PROGRAM BUILDING WHERE CLASSROOMS ARE LOCATED. 14,980

OUR HOUSE FOUNDATION INC

76 FLORAL AVENUE
NEW PROVIDENCE,NJ07974 		NONE PC FUNDING FOR MEDICAL EQUIPMENT FOR PROGRAM SERVING INDIVIDUALS WITH INTELLECTUAL AND DEVELOPMENTAL DISABILITIES 9,930

PG CHAMBERS SCHOOL INC

15 HALKO DRIVE
CEDAR KNOLLS,NJ07927 		NONE PC FUNDING FOR ADAPTIVE CLASSROOM SEATING FOR CHILDREN WITH DISABILITIES. 6,120

RONALD MCDONALD HOUSE OF SCRANTON INC

332 WHEELER AVENUE
SCRANTON,PA18510 		NONE PC FUNDING FOR OFFICE FURNITURE FOR PROGRAM PROVIDING SUPPORT FOR FAMILIES WITH CRITICALLY ILL CHILDREN 9,335

SAGE ELDERCARE INC

290 BROAD STREET
SUMMIT,NJ07901 		  PC FUNDING TO PURCHASE A "WANDER DETERRENT SYSTEM" TO PROTECT THEIR CLIENTS. 10,879

SOMERSET HILLS LEARNING INSTITUTE

1810 BURNT MILLS ROAD
BEDMINSTER,NJ07921 		NONE PC FUNDING FOR AN ADA- COMPLIANT WATER COOLER/ FILLING STATION FOR THEIR STUDENTS WITH AUTISM 6,222

ST ANN'S PASSIONIST MONASTARY OF SCRANTON

1233 ST ANN STREET
SCRANTON,PA18504 		NONE PC FUNDING FOR THE PURCHASE OF SNOW REMOVAL EQUIPMENT/PARTS AND LAWN MOWER DECK REPLACEMENTS FOR THE GROUNDSKEEPING. 8,495

ST JOSEPH'S HOME FOR THE ELDERLY

140 SHEPHERD LANE
TOTOWA,NJ07512 		NONE PC FUNDING FOR FOOD FOR RESIDENCE SERVING THE ELDERLY WITH LIMITED FINANCIAL MEANS OR SOCIAL SUPPORT 10,000

ST JOSEPH'S SENIOR HOME

1-3 ST JOSEPHS TERRACE
WOODBRIDGE,NJ07095 		NONE PC FUNDING FOR MEDICAL EQUIPMENT NEEDED FOR THEIR LONG-TERM CARE FACILITY 14,737

STS JOACHIM AND ANN CARE SERVICE

4116 MCCLAY ROAD
ST CHARLES,MO63304 		NONE PC FUNDING FOR IPHONES WITH CASES AND EQUIPMENT FOR THEIR CASE MANAGEMENT AND STREET SUPPORT STAFF 13,657

TASK INC

72 1/2 ESCHER STREET/PO BOX 872
TRENTON,NJ08605 		NONE PC FUNDING FOR FOOD TO BE PURCHASED FOR THEIR MEAL SERVICE PROGRAM 10,000

THE BENEDICTINE SISTERS OF ELIZABETH NJ

851 N BROAD ST
ELIZABETH,NJ07208 		NONE PC FUNDING FOR THE PURCHASE OF MEDICAL EQUIPMENT AND INFIRMARY SUPPLIES TO HELP TRANSPORT AND LIFT PATIENTS. 10,345

THE NORTHWEST CENTER INC

2702 ONTARIO RD NW
WASHINGTON,DC20009 		NONE PC FUNDING FOR DIAPERS, WIPES AND INFANT FORMULA TO HELP WOMEN IN NEED 2,500

TRINITAS FOUNDATION

PO BOX 259
ELIZABETH,NJ07207 		NONE PC FUNDING FOR THE PURCHASE OF APPLE IPADS FOR USE BY THE MEDICAL CENTER MEDICAL STAFF 7,426
Total .................................right arrow 3a 594,475
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ........... 		         
4 Dividends and interest from securities ....     14 408,268  
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 .....     14 18,656  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 403,883  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aREFUND FROM USPS 		    01 85  
bCREDIT FROM COMCAST     01 200  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 831,092 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
831,092
(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.)
Form 990-PF (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 2,500 1,250   1,250

TY 2023 ExplnOfNonFilingWithAGStmt
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Statement:
THE FOUNDATION IS NOT REQUIRED TO FILE IN EITHER DELAWARE (STATE OF INCORPORATION) OR NJ (STATE OF OPERATIONS).

TY 2023 GeneralExplanationAttachment
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Identifier Return Reference Explanation
  990-PF PART VI-B LINE 1A3 THE FOUNDATION RECEIVES FREE USE OF SPACE AT THE HOMES OF THE PRESIDENT/CEO AND VICE-PRESIDENT/PROGRAM OFFICER.IT SHOULD BE NOTED THAT THE FORMER PRESIDENT/CEO AND VICE-PRESIDENT/PROGRAM OFFICER PROVIDED FREE USE OF THEIR HOME UP UNTIL THEIR RETIREMENT.

TY 2023 InvestmentsCorpBondsSchedule
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Name of Bond End of Year Book Value End of Year Fair Market Value
BONDS - FNC FINANCIAL NORTHEASTERN COMPANIES. 350,600 341,119

TY 2023 InvestmentsCorpStockSchedule
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Name of Stock End of Year Book Value End of Year Fair Market Value
EQUITIES - MERRILL LYNCH EQUITY ACCOUNT 3,835,895 14,739,540
EQUITIES - MERRILL LYNCH FIXED ASSET ACCOUNT 25,000 23,450

TY 2023 InvestmentsOtherSchedule2
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
MUTUAL FUNDS - MERRILL LYNCH EQUITY ACCOUNT AT COST 131,768 66,096
U.S. 4 WEEK TREASURY BILL AT COST 99,589 99,589

TY 2023 LegalFeesSchedule
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 13,366 6,683   6,683


TY 2023 OtherDecreasesSchedule
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Description Amount
RECONCILIATION BOOK TO TAX ADJUSTMENT. 12,974


TY 2023 OtherExpensesSchedule
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EQUIPMENT 3,100 0   3,100
FILING FEES 339 0   339
INSURANCE 2,513 0   2,513
INVESTMENT EXPENSES 3,232 3,232   0
SUPPLIES 1,862 0   1,862
TELEPHONE 2,003 1,001   1,001
CONTINUING EDUCATION 941 941   0
TRAVEL EXPENSE 2,544 0   2,544
COMPENSATION SURVEY 5,280 0   5,280
SUBSCRIPTION EXP. 849 0   849
OFFICE FURNITURE 3,702 0   3,702
HEALTH INSURANCE 11,360 2,286   9,074


TY 2023 OtherIncomeSchedule2
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ROYALTY-SABINE-NET 18,656 18,656 18,656
REFUND FROM USPS 85   85
CREDIT FROM COMCAST 200   200


TY 2023 TaxesSchedule
Name:
CATHOLIC HUMAN SERVICES FOUNDATION
EIN:
26-2967521
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE TAX 5,000 0   0