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
HEALEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7 GIRALDA FARMS 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$27,634,230J 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 417,251 416,914  
4 Dividends and interest from securities... 37,889 37,889  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -122,109
b Gross sales price for all assets on line 6a 3,996,935
7 Capital gain net income (from Part IV, line 2)... 0
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
1,010,092 78,388  
12 Total. Add lines 1 through 11........ 1,343,123 533,191  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,900 7,450   7,450
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
247,727 189,199   58,528
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
15,000 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
227,215 216,679   9,834
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 504,842 413,328   75,812
25 Contributions, gifts, grants paid....... 6,748,487 6,748,487
26 Total expenses and disbursements. Add lines 24 and 25 7,253,329 413,328   6,824,299
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -5,910,206
b Net investment income (if negative, enter -0-) 119,863
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.............      
2 Savings and temporary cash investments......... 2,879,000 2,807,110 2,807,110
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) 5,650,250 0 0
b Investments—corporate stock (attach schedule)....... 910,341 Click to see attachment
List of Attached Documents:
// Content
974,073 		1,032,759
c Investments—corporate bonds (attach schedule)....... 1,672,751 Click to see attachment
List of Attached Documents:
// Content
1,880,125 		1,872,396
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 		4,572,792
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
10,977,446 		Click to see attachment
List of Attached Documents:
// Content
10,529,246 		Click to see attachment
List of Attached Documents:
// Content
17,349,173
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,123,566 16,224,332 27,634,230
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
22,087 		Click to see attachment
List of Attached Documents:
// Content
350
23 Total liabilities (add lines 17 through 22)......... 22,087 350
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........ 22,101,479 16,223,982
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)..... 22,101,479 16,223,982
30 Total liabilities and net assets/fund balances (see instructions). 22,123,566 16,224,332
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
22,101,479
2
Enter amount from Part I, line 27a .....................
2
-5,910,206
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
32,709
4
Add lines 1, 2, and 3 ..........................
4
16,223,982
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
16,223,982
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 DISPOSITION OF AUCTION MOBILITY LLC - ATG MEDIA US INC. P   2023-10-25
b LONG-TERM GAINS THRU K-1S P   2023-12-31
c SHORT-TERM GAINS THRU K-1S P   2023-12-31
d LONG-TERM COVERED SECURITIES FROM GS ACCT NO. 014-7 P   2023-12-31
e LONG-TERM COVERED SECURITIES FROM GS ACCT NO. 500-4 P   2023-12-31
SHORT-TERM COVERED SECURITIES FROM GS ACCT NO. 500-4 P   2023-12-31
LONG-TERM COVERED SECURITIES FROM GS ACCT NO. 776-5 P   2023-12-31
SHORT-TERM COVERED SECURITIES FROM GS ACCT NO. 776-5 P   2023-12-31
SHORT-TERM COVERED SECURITIES FROM GS ACCT NO. 776-5 P   2023-12-31
SHORT-TERM COVERED SECURITIES FROM CS ACCT NO. 1225 P   2023-12-31
LONG-TERM COVERED SECURITIES FROM CS ACCT NO. 1225 P   2023-12-31
SHORT-TERM COVERED SECURITIES FROM TD AMERITRADE ACCT NO. 6449 P   2023-12-31
LONG-TERM COVERED SECURITIES FROM TD AMERITRADE ACCT NO. 6449 P   2023-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,600     1,600
b     585,548 -585,548
c 277,051     277,051
d 216,033   33,227 182,806
e 36,509   40,830 -4,321
323,244   295,703 27,541
760,808   776,725 -15,917
395,618   396,456 -838
99,226   98,308 918
553,127   538,181 14,946
92,625   101,519 -8,894
1,111,608   1,091,538 20,070
129,486   161,009 -31,523
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       1,600
b       -585,548
c       277,051
d       182,806
e       -4,321
      27,541
      -15,917
      -838
      918
      14,946
      -8,894
      20,070
      -31,523
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 -122,109
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 1,666
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 1,666
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 1,666
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 29,565
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 29,565
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 27,899
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow27,899 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
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 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 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 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)
 
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 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
MELANIE HUDSON EXECUTIVE DIRECTOR
9.09 		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 (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 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 (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
8,351,921
b
Average of monthly cash balances.......................
1b
1,409,584
c
Fair market value of all other assets (see instructions)................
1c
15,983,165
d
Total (add lines 1a, b, and c).........................
1d
25,744,670
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
25,744,670
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
386,170
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
25,358,500
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,267,925
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
1,267,925
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
1,666
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
3,375
c
Add lines 2a and 2b............................
2c
5,041
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,262,884
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,262,884
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
1,262,884
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
6,824,299
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
6,824,299
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 1,262,884
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...... 276,985
b From 2019...... 634,849
c From 2020...... 242,722
d From 2021......  
e From 2022...... 127,416
f Total of lines 3a through e ........ 1,281,972
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 6,824,299
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..... 1,262,884
e Remaining amount distributed out of corpus 5,561,415
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 6,843,387
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) ... 		276,985
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		6,566,402
10 Analysis of line 9:
a Excess from 2019.... 634,849
b Excess from 2020.... 242,722
c Excess from 2021....  
d Excess from 2022.... 127,416
e Excess from 2023.... 5,561,415
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).)
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 (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

50CAN DBA JERSEYCAN

1380 MONROE STREET NW 413
WASHINGTON,DC20010 		NONE CHARITY GENERAL SUPPORT 10,000

A BETTER CHANCE

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

ARCHDIOCESE OF CHICAGO

835 NORTH RUSH STREET
CHICAGO,IL60611 		NONE CHARITY GENERAL SUPPORT 12,350

ASSOCIATION OF JESUIT COLLEGES AND UNIVERSITIES

ONE DUPONT CIRCLE NW
WASHINGTON,DC20036 		NONE CHARITY GENERAL SUPPORT 5,000

ASSUMPTION COLLEGE FOR SISTERS

200 A MORRIS AVENUE
DENVILLE,NJ07834 		NONE CHARITY GENERAL SUPPORT 3,000

ATHLETES SERVING ATHLETES INC

PO BOX 4222
LUTHERVILLE,MD21094 		NONE CHARITY GENERAL SUPPORT 5,000

BIRTH HAVEN

4 ACADEMY STREET
NEWTON,NJ07860 		NONE CHARITY GENERAL SUPPORT 15,000

CAMP JABBERWOCKY - MV CEREBRAL PALSEY CAMP INC

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

CARMELITE SISTERS OF BALTIMORE

1318 DULANEY VALLEY
TOWSON,MD21286 		NONE CHARITY GENERAL SUPPORT 7,334

CASA CORNELIA LAW CENTER

2760 FIFTH AVENUE SUITE 200
SAN DIEGO,CA92103 		NONE CHARITY GENERAL SUPPORT 2,500

CATHOLIC CAMPUS MINISTRY ASSOCIATION

531 MAIN STREET 862
EL SEGUNDO,CA90245 		NONE CHARITY GENERAL SUPPORT 5,000

CATHOLIC CHARITIES BROOKLYN AND QUEENS

191 JORALEMON STREET
BROOKLYN,NY11201 		NONE CHARITY GENERAL SUPPORT 19,461

CATHOLIC CHARITIES 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 20,000

CATHOLIC CHARITIES USA

2050 BALLENGER AVENUE SUITE 400
ALEXANDRIA,VA22314 		NONE CHARITY GENERAL SUPPORT 430,000

CATHOLIC CHARITIES DIOCESE OF PATERSON

777 VALLEY ROAD
CLIFTON,NJ07013 		NONE CHARITY GENERAL SUPPORT 55,000

CATHOLIC EXTENSION SOCIETY

150 SOUTH WACKER DRIVE SUITE 2000
CHICAGO,IL60606 		NONE CHARITY GENERAL SUPPORT 10,000

CATHOLIC HERALD INSTITUTE

300 INDEPENDENCE AVENUE SE
WASHINGTON,DC20003 		NONE CHARITY GENERAL SUPPORT 1,000

CATHOLIC PARTNERSHIP SCHOOLS

2824 RIVER ROAD
CAMDEN,NJ08105 		NONE CHARITY GENERAL SUPPORT 2,500

CATHOLIC RELIEF SERVICES - BALTIMORE

228 W LEXINGTON STREET
BALTIMORE,MD21201 		NONE CHARITY GENERAL SUPPORT 20,000

CATO INSTITUTE

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

CENTER FOR APPLIED RESEARCH IN THE APOSTOLATE

2300 WISCONSIN AVENUE NW
WASHINGTON,DC20007 		NONE CHARITY GENERAL SUPPORT 100

CHAPEL & YORK US FOUNDATION INC

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

CHURCH OF CHRIST THE KING

PO BOX 368 BLUE MILL ROAD
NEW VERNON,NJ07976 		NONE CHARITY GENERAL SUPPORT 20,770

CHURCH OF THE ASSUMPTION

64 MIDDAGH STREET
BROOKLYN,NY11201 		NONE CHARITY GENERAL SUPPORT 10,000

COMMUNITY FOUNDATION OF NEW JERSEY

PO BOX 338
MORRISTOWN,NJ07963 		NONE CHARITY GENERAL SUPPORT 5,000

CONNIE DWYER BREAST CANCER FOUNDATION

PO BOX 85
SHORT HILLS,NJ07078 		NONE CHARITY GENERAL SUPPORT 10,000

CRISTO REY NETWORK

11 EAST ADAMS STREET SUITE 800
CHICAGO,IL60603 		NONE CHARITY GENERAL SUPPORT 75,000

CRISTO REY NEW YORK HIGH SCHOOL

112 EAST 106TH STREET
NEW YORK,NY10029 		NONE CHARITY GENERAL SUPPORT 1,180

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

DEIRDRE'S HOUSE

8 COURT STREET
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 1,000

DELBARTON SCHOOL

230 MENDHAM ROAD
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 3,894

DIOCESE OF PATERSON

777 VALLEY ROAD
CLIFTON,NJ07013 		NONE CHARITY GENERAL SUPPORT 34,790

DOMINICAN FRIARS - ST ALBERT THE GREAT PRIORY

3150 VINCE HAGEN DRIVE
IRVING,TX75062 		NONE CHARITY GENERAL SUPPORT 5,000

DOMINICAN FRIARS FOUNDATION

141 EAST 65TH STREET
NEW YORK,NY10065 		NONE CHARITY GENERAL SUPPORT 250

DUKE CATHOLIC CENTER

PAGE BUILDING 309 - BOX 90976
DURHAM,NC27708 		NONE CHARITY GENERAL SUPPORT 10,000

DUKE UNIVERSITY

BOX 90581
DURHAM,NC27708 		NONE CHARITY GENERAL SUPPORT 100,000

EDGARTOWN FIREMEN'S ASSOCIATION

PO BOX 737
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 1,000

ENDOMETRIOSIS FOUNDATION OF AMERICA

872 FIFTH AVENUE
NEW YORK,NY10065 		NONE CHARITY GENERAL SUPPORT 525

FADICA

PO BOX 33667
WASHINGTON,DC20033 		NONE CHARITY GENERAL SUPPORT 16,250

FIBROLAMELLAR CANCER FOUNDATION

20 HORSENECK LANE 2ND FLOOR
GREENWICH,CT06830 		NONE CHARITY GENERAL SUPPORT 1,000

FORDHAM UNIVERSITY

45 COLUMBUS AVENUE 8TH FLOOR
NEW YORK,NY10023 		NONE CHARITY GENERAL SUPPORT 10,000

FOUNDATION FOR MORRISTOWN MEDICAL CENTER

475 SOUTH STREET
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 50,000

GARDEN STATE INITIATIVE

PO BOX 9180
MORRISTOWN,NJ07963 		NONE CHARITY GENERAL SUPPORT 22,000

GEORGETOWN CLUB OF METROPOLITAN NEW YORK

PO BOX 3509 GRAND CENTRAL STATION
NEW YORK,NY10163 		NONE CHARITY GENERAL SUPPORT 1,000

GEORGETOWN UNIVERSITY

2115 WISCONSIN AVENUE NW
WASHINGTON,DC20007 		NONE CHARITY GENERAL SUPPORT 65,000

GEORGETOWN UNIVERSITY - MCDONOUGH SCHOOL

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

GEORGETOWN UNIVERSITY - OFFICE OF MISSION & MINISTRY

108 HEALY HALL 37TH AND O STREETS
NW
WASHINGTON,DC20057 		NONE CHARITY GENERAL SUPPORT 5,000

GEORGETOWN UNIVERSITY - WALL STREET ALLIANCE

SCHOLARSHIP DINNER HEADQUARTERS757
THIRD AVENUE 20TH FLOOR
WASHINGTON,DC20007 		NONE CHARITY GENERAL SUPPORT 40,000

GEORGIAN COURT UNIVERSITY

900 LAKEWOOD AVENUE
LAKEWOOD,NJ08701 		NONE CHARITY GENERAL SUPPORT 1,000

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
BOSTON,MA02109 		NONE CHARITY GENERAL SUPPORT 50,000

HARDING LAND TRUST

PO BOX 576
NEW VERNON,NJ07976 		NONE CHARITY GENERAL SUPPORT 2,300

HARDING TOWNSHIP PBA LOCAL #340

PO BOX 478
NEW VERNON,NJ07976 		NONE CHARITY GENERAL SUPPORT 500

HARVARD BUSINESS SCHOOL - EXED FINANCE

25 HARVARD WAY TATA HALL SUITE 020
BOSTON,MA02163 		NONE CHARITY GENERAL SUPPORT 7,000

HARVARD BUSINESS SCHOOL FUND

124 MOUNT AUBURN STREET SUITE 450
NORTH
CAMBRIDGE,MA03138 		NONE CHARITY GENERAL SUPPORT 1,000

HARVARD UNIVERSITY

79 JOHN F KENNEDY STREET
CAMBRIDGE,MA02138 		NONE CHARITY GENERAL SUPPORT 20,000

HOOVER INSTITUTION - STANFORD UNIVERSITY

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

HOPE CHICAGO INC

303 EAST WACKER DRIVE SUITE 360
CHICAGO,IL60601 		NONE CHARITY GENERAL SUPPORT 10,000

ICATHOLIC MEDIA INC-CATHOLICTV NETWORK

PO BOX 9196 34 CHESTNUT STREET
WATERTOWN,MA02471 		NONE CHARITY GENERAL SUPPORT 500

ICIVICS

1035 CAMBRIDGE STREET SUITE 1
CAMBRIDGE,MA02141 		NONE CHARITY GENERAL SUPPORT 10,000

IMMACULATE CONCEPTION HIGH SCHOOL

33 COTTAGE PLACE
MONTCLAIR,NJ07042 		NONE CHARITY GENERAL SUPPORT 5,000

INNER-CITY SCHOLARSHIP FUND INC

1011 FIRST AVENUE
NEW YORK,NY10022 		NONE CHARITY GENERAL SUPPORT 5,000

INSTITUTO FE Y VIDA

1 UNIVERSITY PARKWAY LEWIS
UNIVERSITY UNIT 1226
ROMEOVILLE,IL60446 		NONE CHARITY GENERAL SUPPORT 2,500

IONA UNIVERSITY

715 NORTH AVENUE
NEW ROCHELLE,NY10804 		NONE CHARITY GENERAL SUPPORT 5,000

JESUIT REFUGEE SERVICE USA

1627 K STREET NW SUITE 1100
WASHINGTON,DC20006 		NONE CHARITY GENERAL SUPPORT 5,000

JUNIOR TENNIS CHAMPIONS CENTER INC

5200 CAMPUS DRIVE
COLLEGE PARK,MD20740 		NONE CHARITY GENERAL SUPPORT 1,000

KENT PLACE SCHOOL

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

KENYA DRYLANDS EDUCATION FUND

535 PROSPECT STREET PO BOX 505
MANCHESTER,VA05254 		NONE CHARITY GENERAL SUPPORT 2,500

LEADERSHIP ROUNDTABLE

810 OAK MEADOW DRIVE PO BOX 681315
FRANKLIN,TN37064 		NONE CHARITY GENERAL SUPPORT 37,500

LEUKEMIA & LYMPHOMA SOCIETY

3 INTERNATIONAL DRIVE SUITE 200
RYE BROOK,NY10573 		NONE CHARITY GENERAL SUPPORT 2,500

LITTLE SISTERS OF THE POOR ST JOSEPH'S HOME

140 SHEPHERD LANE
TOTOWA,NJ07512 		NONE CHARITY GENERAL SUPPORT 5,000

LITURGICAL PRESS

SAINT JOHNS UNIVERSITY2950 ST JOHNS
ROAD
COLLEGEVILLE,MN56321 		NONE CHARITY GENERAL SUPPORT 166

LOYOLA JESUIT CENTER

161 JAMES STREET
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 3,500

MARTHA'S VINEYARD COMMUNITY FOUNDATION INC

PO BOX 243
WEST TISBURY,MA02575 		NONE CHARITY GENERAL SUPPORT 1,000

MARTHA'S VINEYARD HOSPITAL

ONE HOSPITAL ROAD PO BOX 1477
OAK BLUFFS,MA02557 		NONE CHARITY GENERAL SUPPORT 21,000

MARYKNOLL FATHERS AND BROTHERS

PO BOX 305
MARYKNOLL,NY10545 		NONE CHARITY GENERAL SUPPORT 1,000

MARYKNOLL LAY MISSIONERS

PO BOX 307
MARYKNOLL,NY10545 		NONE CHARITY GENERAL SUPPORT 10,250

MARYLAND PROVINCE JESUITS FUND

8600 LASALLE ROAD
TOWSON,MD21286 		NONE CHARITY GENERAL SUPPORT 1,000

MISTY MEADOWS EQUINE LEARNING CENTER

55 MISTY MEADOWS LANE
WEST TISBURY,MA02575 		NONE CHARITY GENERAL SUPPORT 5,000

MONASTERY OF CHRIST IN THE DESERT

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

MOUNT SINAI HOSPITAL

ONE GUSTAVE L LEVY PLACE BOX 1049
NEW YORK,NY10029 		NONE CHARITY GENERAL SUPPORT 1,000

MUSEUM OF AMERICAN FINANCE

222 BROADWAY
NEW YORK,NY10038 		NONE CHARITY GENERAL SUPPORT 1,000

MV YOUTH

PO BOX 65
CHILMARK,MA02535 		NONE CHARITY GENERAL SUPPORT 26,900

NATIONAL CHRIST CHILD SOCIETY

6110 EXECUTIVE BOULEVARD SUITE 504
ROCKVILLE,MD20852 		NONE CHARITY GENERAL SUPPORT 2,500

NATIONAL COLORECTAL CANCER RESEARCH ALLIANCE - ENTERTAINMENT INDUSTRY FOUND

10880 WILSHIRE BOULEVARD SUITE 1400
LOS ANGELES,CA90024 		NONE CHARITY GENERAL SUPPORT 500

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 500

NEW WAYS FOR AFRICA

C/O NIELS ANDERSEN 122 SHAKER
MUSEUM ROAD
OLD CHATHAM,NY12136 		NONE CHARITY GENERAL SUPPORT 10,000

NIEVERA WILLIAMS DESIGN INC

625 NORTH FLAGER DRIVE
WEST PALM BEACH,FL33405 		NONE CHARITY GENERAL SUPPORT 1,000

ORDER OF MALTA - AMERICAN ASSOCIATION

1011 FIRST AVENUE SUITE 1350
NEW YORK,NY10022 		NONE CHARITY GENERAL SUPPORT 21,750

ORDER OF MALTA - FEDERAL ASSOCIATION

PO BOX 223132
CHANTILLY,VA20153 		NONE CHARITY GENERAL SUPPORT 2,850

ORLEANS CONSERVATION TRUST

203 S ORLEANS ROAD
ORLEANS,MA02653 		NONE CHARITY GENERAL SUPPORT 250

OUR LADYS YOUTH CENTER-THE LORD'S RANCH

PO BOX 1371
EL PASO,TX79948 		NONE CHARITY GENERAL SUPPORT 2,500

OVERLOOK FOUNDATION

46 BEAUVOIR AVENUE
SUMMIT,NJ07901 		NONE CHARITY GENERAL SUPPORT 2,500

PARKINSON'S FOUNDATION INC

1359 BROADWAY SUITE 1509
NEW YORK,NY10018 		NONE CHARITY GENERAL SUPPORT 5,000

PARTNERSHIP SCHOOLS

1011 FIRST AVENUE SUITE 1800
NEW YORK,NY10022 		NONE CHARITY GENERAL SUPPORT 20,000

PERKIOMEN SCHOOL

200 SEMINARY STREET
PENNSBURG,PA18073 		NONE CHARITY GENERAL SUPPORT 250

PLAID HOUSE INC

54 WESTERN AVENUE
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 2,500

PORTSMOUTH ABBEY SCHOOL

285 CORYS LANE
PORTSMOUTH,RI02871 		NONE CHARITY GENERAL SUPPORT 4,839,566

PREP FOR PREP

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

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

HARVARD UNIVERSITY PO BOX 419209
BOSTON,MA02241 		NONE CHARITY GENERAL SUPPORT 50,000

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
BRYN MAWR,PA19010 		NONE CHARITY GENERAL SUPPORT 25,000

SACRED HEART SCHOOL

183 BAYVIEW AVENUE
JERSEY CITY,NJ07305 		NONE CHARITY GENERAL SUPPORT 5,000

SAINT PAUL'S OUTREACH

2520 LEXINGTON AVENUE S
MENDOTA HEIGHTS,MN55120 		NONE CHARITY GENERAL SUPPORT 20,000

SETON HALL UNIVERSITY

457 CENTRE STREET
SOUTH ORANGE,NJ07079 		NONE CHARITY GENERAL SUPPORT 5,000

SETON HALL UNIVERSITY-IMMACULATE CONCEPTION SEMINARY SCHOOL OF THEOLOGY

457 CENTRE STREET
SOUTH ORANGE,NJ07079 		NONE CHARITY GENERAL SUPPORT 2,000

SHEPHERDS INC

PO BOX 1756
DARIEN,CT06820 		NONE CHARITY GENERAL SUPPORT 5,000

SHRINE OF ST JOSEPH

1050 LONG HILL ROAD
STIRLING,NJ07980 		NONE CHARITY GENERAL SUPPORT 1,000

SOAR

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

SPECIAL OLYMPICS INC

2600 VIRGINIA AVE NW 11TH FLOOR
WASHINGTON,DC20037 		NONE CHARITY GENERAL SUPPORT 500

ST BENEDICT'S PREPARATORY SCHOOL

520 MARTIN LUTHER KING BOULEVARD
NEWARK,NJ07102 		NONE CHARITY GENERAL SUPPORT 8,801

ST EDWARD CATHOLIC CHURCH

144 NORTH COUNTY ROAD
PALM BEACH,FL33480 		NONE CHARITY GENERAL SUPPORT 10,000

ST JOSEPH FINANCIAL SERVICES

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

ST PAUL INSIDE THE WALLS

205 MADISON AVENUE
MADISON,NJ07940 		NONE CHARITY GENERAL SUPPORT 300

ST PAUL'S CATHOLIC COMMUNITY

29 MOUNT AUBURN STREET
CAMBRIDGE,MA02138 		NONE CHARITY GENERAL SUPPORT 25,000

ST TERESA OF AVILA CHURCH

306 MORRIS AVENUE
SUMMIT,NJ07901 		NONE CHARITY GENERAL SUPPORT 5,000

STUDENT SPONSOR PARTNERS

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

STUDENT SPONSORSHIP PROGRAM OF SOUTH AFRICA

74 E GLENWOOD AVENUEUNIT 5223
SMYRNA,DE19977 		NONE CHARITY GENERAL SUPPORT 2,500

THE BROOKLYN ORATORY PARISHES

64 MIDDAGH STREET
BROOKLYN,NY11201 		NONE CHARITY GENERAL SUPPORT 12,500

THE DREXEL FUND

212 BROADWAY EAST 22777
SEATTLE,WA98102 		NONE CHARITY GENERAL SUPPORT 100,000

THE NEW JERSEY HISTORICAL SOCIETY

52 PARK PLACE
NEWARK,NJ07102 		NONE CHARITY GENERAL SUPPORT 500

THE PACKER COLLEGIATE INSTITUTE

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

THE PECK SCHOOL

247 SOUTH STREET
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 6,000

THE POLLY HILL ARBORETUM

PO BOX 561
WEST TISBURY,MA02575 		NONE CHARITY GENERAL SUPPORT 500

THE SCHOLARSHIP FUND FOR INNER-CITY CHILDREN

PO BOX 9500 171 CLIFTON AVENUE
NEWARK,NJ07104 		NONE CHARITY GENERAL SUPPORT 3,000

THE TRUSTEES OF RESERVATIONS

200 HIGH STEET 4TH FLOOR
BOSTON,MA02110 		NONE CHARITY GENERAL SUPPORT 1,250

TONGA LITERACY PROJECT INC

4910 LAKE PARK LANE
ACWORTH,GA30101 		NONE CHARITY GENERAL SUPPORT 4,000

TREASURY HISTORICAL ASSOCIATION

PO BOX 28118
WASHINGTON,DC20038 		NONE CHARITY GENERAL SUPPORT 1,000

TRI-COUNTY SCHOLARSHIP FUND

14 WEST MAIN STREET
MENDHAM BOROUGH,NJ07945 		NONE CHARITY GENERAL SUPPORT 25,000

TWO EAST SIXTY-SECOND STREET FOUNDATION

2 EAST 62ND STREET
NEW YORK,NY10065 		NONE CHARITY GENERAL SUPPORT 1,000

UNIVERSITY OF GEORGIA FOUNDATION

ONE PRESS PLACE BUILDING 1 PRESS
PLACE SUITE 101
ATHENS,GA30602 		NONE CHARITY GENERAL SUPPORT 250

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

VINEYARD PRESERVATION TRUST

PO BOX 5277
EDGARTOWN,MA02539 		NONE CHARITY GENERAL SUPPORT 100

VOICE OF THE FAITHFUL

PO BOX 920408
NEEDHAM,MA02492 		NONE CHARITY GENERAL SUPPORT 1,000

WALLIN EDUCATION PARTNERS

451 LEXINGTON PARKWAY N
ST PAUL,MN55104 		NONE CHARITY GENERAL SUPPORT 5,000

WAMMC - MANSION IN MAY

PO BOX 1956
MORRISTOWN,NJ07962 		NONE CHARITY GENERAL SUPPORT 10,000

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		NONE CHARITY GENERAL SUPPORT 100

WNET - NJ SPOTLIGHT

825 EIGHTH AVENUE
NEW YORK,NY10019 		NONE CHARITY GENERAL SUPPORT 250

WORD ON FIRE CATHOLIC MINISTRIES

PO BOX 97330
WASHINGTON,DC97330 		NONE CHARITY GENERAL SUPPORT 5,000
Total .................................right arrow 3a 6,748,487
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 ........... 		    14 417,251  
4 Dividends and interest from securities ....     14 37,889  
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 -122,109  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCANCELATION OF DEBT 		      2,038  
bINTEREST INCOME THRU K-1S-UBIT   1 01    
cLONG-TERM THRU K-1S-QSBS     01   922,605
dLONG-TERM THRU K-1S-UBIT   556 01    
eORDINARY INCOME (LOSS) THRU K-1S 531120 7,972 01 -4,736  
fOTHER INCOME (LOSS) THRU K-1S   -131 01 67,617  
gOTHER INCOME (PFIC)     01 9,421  
hOTHER PORTFOLIO INCOME   140 01 3,671  
iRENTAL REAL ESTATE THRU K-1S 531120   01 117  
jROYALTIES THRU K-1S     01 -111  
kSECTION 1231 THRU K-1S   -715 01 371  
lSHORT-TERM THRU K-1S-UBIT   1,275 01    
mRENTAL REAL ESTATE THRU K-1S-UBIT   1 01    
12 Subtotal. Add columns (b), (d), and (e) .. 9,099 411,419 922,605
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,343,123
(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 (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:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 14,900 7,450   7,450

TY 2023 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 1,880,125 1,872,396

TY 2023 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 974,073 1,032,759

TY 2023 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 4,572,792

TY 2023 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 384,047 371,546 831,557
ACCOLADE PARTNERS VII-C 183,619 203,672 248,901
CARLYLE/RIVERSTONE TE PTRS III -261 1,262 3,290
ECOR1 CAPITAL FUND QUALIFIED L 1,309,441 1,418,109 2,001,127
H&H AGILITY LLC 306,432 282,817 382,402
HEALEY ANTHOS HOLDINGS LLC 4,696,580 4,087,146 5,487,231
HIGHVISTA BIOTECH 1,846,451 2,086,779 2,746,904
HUFF ENERGY FUND 148,126 151,695 245,022
HUFF ENERGY FUND AIV1 345,497 345,497 639,122
IRONBOUND FILM & TELEVISION 0 0 80,397
KKR SPECIAL SITUATION FEEDER 274,558 254,383 283,372
REVERENCE CAPITAL PARTNERS OPP 333,194 274,796 890,789
REVERENCE CAPITAL PTRS OPP II 258,002 239,231 818,253
REVERENCE CAPITAL V 112,102 150,810 176,650
SILVER POINT CAPITAL OFFSHORE 262,042 262,042 2,015,926
TIFF P.E.P. 2005, LLC 64,513 0 0
TIFF P.E.P. 2007, LLC 51,279 50,526 102,375
TIFF P.E.P. 2009, LLC 129,807 136,959 37,246
TIFF P.E.P. 2010, LLC 161,790 149,143 156,774
TIFF SPECIAL OPPS FUND LLC 110,227 62,833 201,835


TY 2023 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 9,276 9,276   0
ADR FEES 48 48   0
BANK FEES 625 625   0
BOND PREMIUM 25,356 25,356   0
CHARLES SCWAB FOREIGN TAXES 30 30   0
K-1 CHARITABLE CONTRIBUTIONS 8 8   0
K-1 FOREIGN TAXES PAID 186 186   0
K-1 INTEREST EXPENSE 17,639 17,639   0
K-1 INTEREST EXPENSE -UBTI 84 0   0
K-1 OTHER DEDUCTIONS 130,301 130,301   0
K-1 OTHER DEDUCTIONS-UBTI 102 0   0
K-1 PORTFOLIO DEDUCTIONS 27,357 27,357   0
K-1 SECTION 179 DEDUCTION-UBTI 61 0   0
K-1 SECTION 59(E)(2) EXP 5,135 5,135   0
K-1 SECTION 59(E)(2) EXP-UBTI 455 0   0
MEMBERSHIP DUES 5,315 0   5,315
OFFICE EXPENSE 4,519 0   4,519
TD AMERITRADE FOREIGN TAXES 36 36   0
K-1 COST DEPLETION FROM OIL/GAS 682 682   0


TY 2023 OtherIncomeSchedule2
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CANCELATION OF DEBT 2,038 2,038 2,038
INTEREST INCOME THRU K-1S-UBIT 1 0 1
LONG-TERM THRU K-1S-QSBS 922,605   922,605
LONG-TERM THRU K-1S-UBIT 556 0 556
ORDINARY INCOME (LOSS) THRU K-1S 3,236 -4,736 3,236
OTHER INCOME (LOSS) THRU K-1S 67,486 67,617 67,486
OTHER INCOME (PFIC) 9,421 9,421 9,421
OTHER PORTFOLIO INCOME 3,811 3,671 3,811
RENTAL REAL ESTATE THRU K-1S 117 117 117
ROYALTIES THRU K-1S -111 -111 -111
SECTION 1231 THRU K-1S -344 371 -344
SHORT-TERM THRU K-1S-UBIT 1,275 0 1,275
RENTAL REAL ESTATE THRU K-1S-UBIT 1 0 1


TY 2023 OtherIncreasesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Amount
ADJUSTMENT TO FUND BALANCE 32,709


TY 2023 OtherLiabilitiesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARDS 22,087 350


TY 2023 OtherProfessionalFeesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 9,613 0   9,613
MANAGEMENT FEE 168,875 168,875   0
OTHER PROFESSIONAL EXPENSES 52,955 5,295   47,660
INVESTMENT MANAGEMENT FEES 13,775 13,775   0
LEGAL FEES 2,509 1,254   1,255


TY 2023 TaxesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
2022 EXTENSION PAYMENT 15,000 0   0