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
COMMUNITY HEALTH CONNECTIONS FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address)470 BROADWAY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAYONNE, NJ07002
A Employer identification number

22-1508542
B Telephone number (see instructions)

(201) 522-6262
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$10,602,912
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 25,404 25,404  
4 Dividends and interest from securities... 224,749 224,749  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 7,980
b Gross sales price for all assets on line 6a 2,276,386
7 Capital gain net income (from Part IV, line 2)... 7,980
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)....... 280 280  
12 Total. Add lines 1 through 11........ 258,413 258,413  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 207,089 0   206,853
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 18,909 0   18,863
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 18,440 0   18,440
c Other professional fees (attach schedule).... 88,561 70,963   17,598
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 5,497 3,497   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 11,746 0   11,773
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 350,242 74,460   273,527
25 Contributions, gifts, grants paid....... 485,000 485,000
26 Total expenses and disbursements. Add lines 24 and 25 835,242 74,460   758,527
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -576,829
b Net investment income (if negative, enter -0-) 183,953
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............. 7,694 18,186 18,186
2 Savings and temporary cash investments......... 705,198 261,186 261,186
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.......... 338 336 336
10a Investments—U.S. and state government obligations (attach schedule) 1,198,257 Click to see attachment
List of Attached Documents:
// Content
1,243,147
1,243,147
b Investments—corporate stock (attach schedule)....... 3,265,221 Click to see attachment
List of Attached Documents:
// Content
5,199,273
5,199,273
c Investments—corporate bonds (attach schedule)....... 2,043,898 Click to see attachment
List of Attached Documents:
// Content
2,014,567
2,014,567
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).......... 2,597,548 Click to see attachment
List of Attached Documents:
// Content
1,866,217
1,866,217
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) 9,818,154 10,602,912 10,602,912
Liabilities 17 Accounts payable and accrued expenses.......... 4,757 5,011
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
14,300
Click to see attachment
List of Attached Documents:
// Content
33,222
23 Total liabilities (add lines 17 through 22)......... 19,057 38,233
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........... 9,799,097 10,564,679
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)..... 9,799,097 10,564,679
30 Total liabilities and net assets/fund balances (see instructions). 9,818,154 10,602,912
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
9,799,097
2
Enter amount from Part I, line 27a .....................
2
-576,829
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
1,361,333
4
Add lines 1, 2, and 3 ..........................
4
10,583,601
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
18,922
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,564,679
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 SALE OF PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 2,275,399   2,268,406 6,993
b 987     987
c
d
e
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       6,993
b       987
c
d
e
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 7,980
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 2,557
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 2,557
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 2,557
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 5,068
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 5,068
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 2,511
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,511 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 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 arrowTHE FOUNDATION Telephone no.right arrow (201) 522-6262

Located atright arrow470 BROADWAYBAYONNENJ ZIP+4right arrow07002
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
JOHN WEDEMEYER CHAIR AND TREASURER
2.50
0 0 0
470 BROADWAY
BAYONNE,NJ07002
MAUREEN HURLEY BROWN SECRETARY
1.50
0 0 0
470 BROADWAY
BAYONNE,NJ07002
FR JOSEPH F BARBONE TRUSTEE
1.00
0 0 0
470 BROADWAY
BAYONNE,NJ07002
DONALD MONAHAN TRUSTEE
1.00
0 0 0
470 BROADWAY
BAYONNE,NJ07002
DR KIERAN J AURORI DMD TRUSTEE
1.00
0 0 0
470 BROADWAY
BAYONNE,NJ07002
LIVIA VAIANI EXECUTIVE DIRECTOR
40.00
207,089 5,376 0
470 BROADWAY
BAYONNE,NJ07002
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
9,746,066
b
Average of monthly cash balances.......................
1b
611,794
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
10,357,860
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
10,357,860
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
155,368
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
10,202,492
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
510,125
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
510,125
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
2,557
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
2,557
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
507,568
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
507,568
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
507,568
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
758,527
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
758,527
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 7 507,568
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......  
b From 2019......  
c From 2020......  
d From 2021...... 48,256
e From 2022...... 111,603
f Total of lines 3a through e ........ 159,859
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 758,527
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..... 507,568
e Remaining amount distributed out of corpus 250,959
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 5 410,818
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) ...
0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ......
410,818
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021.... 48,256
d Excess from 2022.... 111,603
e Excess from 2023.... 250,959
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 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

BRIDGES OUTREACH INC

120 MORRIS AVENUE
SUMMIT,NJ07901
N/A PC PROJECT CONNECT: ENDING HOMELESSNESS IN ESSEX COUNTY, NEW JERSEY VIA: STREET OUTREACH AND ENGAGEMENT, INTENSIVE CASE MANAGEMENT, HOUSING NAVIGATION AND PLACEMENT, AND HOUSING SUSTAINMENT AND SKILL BUILDING 40,000

CAPE VOLUNTEERS IN MEDICINE INC

423 ROUTE 9 N
CAPE MAY CH,NJ08210
N/A PC CLOSING GAPS IN CARE: TO UNDERSTAND AND SERVE THE HEALTH AND WELLNESS NEEDS OF THE UNINSURED AND UNDER-SERVED LIVING AND WORKING IN SOUTH JERSEY 40,000

CAREGIVER VOLUNTEERS OF CENTRAL JERSEY - A FAITH IN ACTION PROGRAM

201 HOOPER AVENUE 1ST FLOOR NORTH
STE
TOMS RIVER,NJ08753
N/A PC EXPANDED SOCIAL VISITING PROGRAM; REDUCE SENIOR ISOLATION WITH FREE VOLUNTEER SERVICES AND TRANSPORTATION 30,000

GROW IT GREEN MORRISTOWN INC

14 MAPLE AVE STE 300
MORRISTOWN,NJ07960
N/A PC URBAN FARM EDUCATION; FOSTER EDUCATION ABOUT NUTRITION AND SUSTAINABLE AGRICULTURE, THEREBY INCREASE HEALTH THROUGH ACCESS AND EDUCATION 35,000

MARTY'S PLACE SENIOR DOG SANCTUARY INC

118 ROUTE 526
UPPER FREEHOLD TOWNSHI,NJ08501
N/A PC SAVING MORE SENIORS PROGRAM; TO SUPPORT THEIR FOSTER AND ADOPTION PROGRAMS WILL MAKE IT POSSIBLE FOR MORE DOG OWNERS TO EITHER KEEP THEIR DOGS IN THEIR HOMES OR CONFIDENTLY RELINQUISH THEM WHEN FACED WITH THE NEED TO REHOME THEM; BY COMMITTING TO PROVIDE A GOOD QUALITY OF LIFE, THE REQUISITE VETERINARY CARE AND WHERE POSSIBLE, IDENTIFY QUALIFIED ADOPTIVE OR FOSTER FAMILIES, BY HELPING TO REDUCE MENTAL ANGST AND GIVE VULNERABLE FAMILIES A PEACE OF MIND SO THEY CAN FOCUS ON THEIR OWN PRESSING NEEDS AND ACHIEVE THEIR BEST QUALITY OF LIFE. 100,000

MEETING ESSENTIAL NEEDS WITH DIGNITY INC (MEND)

PO BOX 1304
MAPLEWOOD,NJ07040
N/A PC TO ALLEVIATE HUNGER IN ESSEX COUNTY BY SUPPORTING THEIR NETWORK OF INTERFAITH FOOD PANTRIES; MEND PROVIDES FRESH AND HEALTHY FOOD, FUNDS, VOLUNTEERS, AND A COLLABORATIVE FORUM FOR MEMBER PANTRIES TO SHARE IDEAS AND RESOURCES SO THEY CAN MAKE A GREATER IMPACT ON THE COMMUNITIES THEY SERVE. 40,000

MOUNT CARMEL GUILD OF TRENTON

73 N CLINTON AVE
TRENTON,NJ08609
N/A PC HOME HEALTH NURSING; GENERAL OPERATING SUPPORT TO SERVE MEDICALLY NEEDY AND LOW-INCOME INDIVIDUALS IN MERCER COUNTY, NJ, WHO REQUIRE ON-GOING CARE NOT COVERED BY THEIR MEDICARE BENEFITS AND NEED ASSISTANCE AT HOME MANAGING AILMENTS, MEDICAL INSTABILITY, COORDINATING FOR SOCIAL SERVICES NECESSARY 50,000

NEW JERSEY LEAGUE FOR NURSING INC

PO BOX 165
GARWOOD,NJ07027
N/A PC DR. MAUREEN SULLIVAN FOLEY MEMORIAL NURSING SCHOLARSHIP AWARDS TO ADVANCE THE PRACTICE OF NURSING IN NJ THROUGH EXCELLENCE IN EDUCATION TO BUILD A STRONG AND DIVERSE NURSING WORKFORCE; ASSIST IN REDUCING THE NURSING SHORTAGE AND ALLOW THE DELIVERY OF QUALITY PATIENT CARE 100,000

ST PETER'S HAVEN CORPORATION

380 CLIFTON AVE
CLIFTON,NJ07011
N/A PC GENTRAL OPERATING SUPPORT FOR MANAGING FOOD RELATED HEALTH ISSUES - FOOD PANTRY, HOMELESS FAMILY SHELTER SUPPORT, AND HOMELESS STREET OUTREACH 50,000
Total .................................right arrow 3a 485,000
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 25,404  
4 Dividends and interest from securities ....     14 224,749  
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 7,980  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECURITIES CLASS ACTION LITIGATION PROCEEDS
    01 280  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 258,413 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
258,413
(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:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING AND TAX PREPARATION SERVICES 18,440 0   18,440

TY 2023 InvestmentsCorpBondsSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Name of Bond End of Year Book Value End of Year Fair Market Value
ABBVIE INC DTD 5/14/15 3.600 5/14/2025 39,276 39,276
AMAZON INC DTD 04/13/22 3.600 04/13/2032 42,866 42,866
ANTHEM INC DTD 11/21/17 3.650 12/01/2027 43,649 43,649
APPLE INC DTD 05/10/2023 4.300 05/10/2033 30,466 30,466
BANK OF AMERICA CORP DTD 10/21/16 3.248 10/21/2027 38,058 38,058
BANK OF MONTREAL DTD 06/28/19 2.500 06/28/2024 19,705 19,705
BMO HARRIS BANK 3.550% DUE 07/11/25 DTD 07/11/22 242,466 242,466
BRISTOL-MYERS SQUIBB CO DTD 11/13/20 1.125 11/13/2027 35,531 35,531
BUNGE LTD FINANCE CORP DTD 08/17/20 1.630 08/17/2025 37,814 37,814
CAPITAL ONE 3.400% DUE 07/07/25 DTD 07/07/22 244,275 244,275
CAPITAL ONE BANK 3.400% DUE 07/07/25 DTD 07/07/22 244,275 244,275
CAPITAL ONE FINANCIAL CO DTD 03/09/17 3.750 03/09/2027 33,418 33,418
CHEVRON CORP DTD 05/11/20 1.554 05/11/2025 33,560 33,560
CITIGROUP INC DTD 10/14/22 28,037 28,037
COMCAST CORP DTD 10/05/18 4.150 10/15/2028 44,373 44,373
CVS HEALTH CORP DTD 8/21/20 1.300 8/21/2027 35,526 35,526
DIGITAL REALTY TRUST LP DTD 08/07/17 3.700 08/15/2027 28,930 28,930
DOLLAR GENERAL CORP DTD 06/07/23 5.450 07/05/2033 20,356 20,356
EQUINIX INC DTD 10/07/20 1.000 09/15/2025 23,321 23,321
EQUINIX INC DTD 10/07/20 1.550 03/15/2028 8,772 8,772
FEDEX CORP DTD 04/29/21 2.400 05/15/2031 12,911 12,911
GOLDMAN SACHS GROUP INC DTD 05/22/15 3.750 05/22/2025 34,279 34,279
GOLDMAN SACHS GROUP INC DTD 10/21/21 49,926 49,926
GS FINANCE CORP 0.000% DUE 05/02/24 DTD 04/05/23 42,362 42,362
HSBC USA INC MKT PARTN SECS LKD SPX 02/03/2023 36,998 36,998
INTEL CORP DTD 08/05/22 4.150 08/05/2032 19,544 19,544
JPMORGAN CHASE & CO DTD 06/23/21 49,908 49,908
JPMORGAN CHASE & CO DTD 07/21/16 2.950 10/01/2026 38,103 38,103
JPMORGAN CHASE & CO DTD 11/29/17 25,014 25,014
JPMORGAN CHASE & CO DTD 12/27/22 55,510 55,510
LOWE'S COS INC DTD 10/22/20 1.700 10/15/2030 45,679 45,679
MORGAN STANLEY DTD 01/20/17 3.625 01/20/2027 14,542 14,542
O'REILLY AUTOMOTIVE INC DTD 06/15/22 4.700 06/15/2032 44,514 44,514
PNC FINANCIAL SERVICES DTD 01/22/20 2.550 01/22/2030 17,495 17,495
ROPER TECHNOLOGIES INC DTD 09/01/20 1.000 09/15/2025 17,760 17,760
ROYAL BANK OF CANADA DTD 04/27/21 1.200 04/27/2026 36,954 36,954
SIMMONS BANK PINE BLUFF AR FDIC 05/05/23 50,000 50,000
UNION PACIFIC CORP DTD 05/20/2021 2.375 05/20/2031 34,772 34,772
WALT DISNEY COMPANY/THE DTD 09/06/19 2.000 09/01/2029 35,491 35,491
WELLS FARGO BANK NA SIOUX FALLS DUE 11/25/24 DTD 05/23/23 39,970 39,970
WESTPAC BANKING CORP DTD 01/25/18 3.400 01/25/2028 38,161 38,161

TY 2023 InvestmentsCorpStockSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABORATORIES 291 SHRS 32,030 32,030
ABBVIE INC 298 SHRS 46,181 46,181
ADOBE INC 60 SHRS 35,796 35,796
ADVANCED MICRO DEVICES INC 345 SHRS 50,856 50,856
AGILENT TECHNOLOGIES INC 55 SHRS 7,647 7,647
AIRBUS SE 66 SHRS 2,546 2,546
ALPHABET INC CL A 400 SHRS 55,876 55,876
ALPHABET INC CL C 1160 SHRS 163,479 163,479
AMAZON.COM INC 200 SHRS 30,388 30,388
AMERICAN WATER WORKS COMPANY INC 126 SHRS 16,631 16,631
AMGEN INC 176 SHRS 50,691 50,691
ANALOG DEVICES INC 300 SHRS 59,568 59,568
ANALOG DEVICES INC 9 SHRS 1,787 1,787
ANSYS INC 9 SHRS 3,266 3,266
AON PLC 12 SHRS 3,492 3,492
APPLE INC 435 SHRS 83,751 83,751
APPLE INC 1107 SHRS 213,131 213,131
ARCH CAPITAL GROUP LTD 100 SHRS 7,427 7,427
ARES MANAGEMENT CORPORATION 28 SHRS 3,330 3,330
ASTRAZENECA PLC SPONSORED ADR 35 SHRS 2,357 2,357
AUTODESK INC 37 SHRS 9,009 9,009
AXA - ADR SPONSORED ADR 111 SHRS 3,628 3,628
BLACKROCK INC 51 SHRS 41,402 41,402
BLACKSTONE INC 430 SHRS 56,296 56,296
BOEING CO 215 SHRS 56,042 56,042
BOOKING HOLDINGS INC 16 SHRS 56,756 56,756
BOOZ ALLEN HAMILTON HOLDING CORP CL A 196 SHRS 25,070 25,070
BRISTOL MYERS SQUIBB COMPANY 269 SHRS 13,802 13,802
BROADCOM INC 30 SHRS 33,488 33,488
BROADCOM INC 90 SHRS 100,463 100,463
BROOKFIELD ASSET MANAGEMENT LT 132 SHRS 5,302 5,302
BROOKFIELD CORP 687 SHRS 27,562 27,562
BROOKFIELD INFRASTRUCTURE-A 357 SHRS 12,595 12,595
BROOKFIELD RENEWABLE CORP 185 SHRS 5,326 5,326
BROWN & BROWN INC 211 SHRS 15,004 15,004
BROWN FORMAN CORP CL B 40 SHRS 2,284 2,284
CARMAX INC COM 154 SHRS 11,818 11,818
CBRE GROUP INC 115 SHRS 10,705 10,705
CELANESE CORP 449 SHRS 69,761 69,761
CHEVRON CORP 33 SHRS 4,922 4,922
CHURCH & DWIGHT COMPANY INC 298 SHRS 28,179 28,179
CISCO SYSTEMS INC 841 SHRS 42,487 42,487
CISCO SYSTEMS INC 41 SHRS 2,071 2,071
CITIGROUP INC. 846 SHRS 43,518 43,518
CME GROUP INCE 19 SHRS 4,001 4,001
COCA-COLA EUROPACIFIC PARTNERS PLC 56 SHRS 3,737 3,737
COGNEX CORP 22 SHRS 918 918
COGNIZANT TECH SOLUTIONS CRP COM 458 SHRS 34,593 34,593
COMCAST CORP CLASS A 81 SHRS 3,552 3,552
COMCAST CORP CLASS A 499 SHRS 21,881 21,881
COPART INC COM 544 SHRS 26,656 26,656
CORNING INC 1023 SHRS 31,150 31,150
COSTAR GROUP, INC 271 SHRS 23,683 23,683
COSTCO WHOLESALE CORP 38 SHRS 25,083 25,083
CVS HEALTH CORP 414 SHRS 32,689 32,689
DEUTSCHE BOERSE AG 176 SHRS 3,616 3,616
DEUTSCHE POST AG 40 SHRS 1,982 1,982
DEUTSCHE TELEKOM AG - ADR SPONSORED ADR 127 SHRS 3,065 3,065
DIAGEO PLC - ADR SPONSORED ADR 216 SHRS 31,463 31,463
DOMINOS PIZZA INC COM 29 SHRS 11,955 11,955
DUKE ENERGY HOLDING CORP. COM 22 SHRS 2,135 2,135
EATON CORP PLC 325 SHRS 78,267 78,267
ELECTRONIC ARTS INC 255 SHRS 34,887 34,887
ELI LILLY & CO COM 147 SHRS 85,689 85,689
ENOVIS CORP 10 SHRS 560 560
EOG RESOURCES, INC 156 SHRS 18,868 18,868
EOG RESOURCES, INC 21 SHRS 2,540 2,540
ESSEX PROPERTY TRUST INC 90 SHRS 22,315 22,315
FASTENAL CO 128 SHRS 8,291 8,291
GARMIN LTD 230 SHRS 29,564 29,564
GARTNER INC 27 SHRS 12,180 12,180
GENERAL DYNAMICS CORP 84 SHRS 21,812 21,812
GENUINE PARTS CO 11 SHRS 1,524 1,524
GOLDMAN SACHS GROUP INC 6 SHRS 2,315 2,315
HARTFORD FINANCIAL SERVICES GROUP INC 21,622 21,622
HASBRO INC 29 SHRS 1,481 1,481
HEICO CORP CL A 158 SHRS 22,506 22,506
HERSHEY COMPANY 74 SHRS 13,797 13,797
HILTON WORLDWIDE HOLDINGS INC 125 SHRS 22,761 22,761
HOME DEPOT INC 126 SHRS 43,665 43,665
HOME DEPOT INC 105 SHRS 36,388 36,388
HOWARD HUGHES CORP/THE 28 SHRS 2,395 2,395
HYATT HOTELS CORP 39 SHRS 5,086 5,086
IDEXX CORP 10 SHRS 5,551 5,551
INTERNATIONAL FLAVORS & FRAGRANCES 35 SHRS 2,834 2,834
INTERPUBLIC GROUP COS INC 625 SHRS 20,400 20,400
JOHNSON & JOHNSON 180 SHRS 28,213 28,213
JOHNSON & JOHNSON 28 SHRS 4,389 4,389
JPMORGAN CHASE & CO 148 SHRS 25,175 25,175
JPMORGAN CHASE & CO 428 SHRS 72,803 72,803
KEURIG DR PEPPER INC 80 SHRS 2,666 2,666
KKR & CO. INC. 280 SHRS 23,198 23,198
KROGER CO 64 SHRS 2,925 2,925
LAM RESEARCH CORP COM 70 SHRS 54,828 54,828
LENNAR CORPORATION CLASS A COMMON 76 SHRS 11,327 11,327
LIBERTY MEDIA CORP 7 SHRS 406 406
LIBERTY MEDIA CORP 93 SHRS 5,871 5,871
LIVE NATION ENTERTAINMENT INC 124 SHRS 11,606 11,606
LOCKHEED MARTIN CORP 3 SHRS 1,360 1,360
LOWES COS INC 7 SHRS 1,558 1,558
LVMH MOET HENNESSY UNSP ADR - ADR SPONSORED ADR 15 SHRS 2,437 2,437
MANULIFE FINANCIAL CORP 2613 SHRS 57,747 57,747
MARKEL HOLDINGS 10 SHRS 14,199 14,199
MARSH & MCLENNAN COS INC 111 SHRS 21,031 21,031
MASTERCARD INC CL A 59 SHRS 25,164 25,164
MARTIN MARIETTA MATLS INC COM 16 SHRS 7,983 7,983
MCDONALDS CORP 100 SHRS 29,651 29,651
MEDTRONIC, PLC 18 SHRS 1,483 1,483
MERCK & CO INC 166 SHRS 18,097 18,097
MERCK & CO INC 478 SHRS 52,112 52,112
MERCK & CO INC 44 SHRS 4,797 4,797
META PLATFORMS INC 240 SHRS 84,950 84,950
MICROCHIP TECHNOLOGY INC COM 103 SHRS 9,289 9,289
MICROSOFT CORP 518 SHRS 194,789 194,789
MICROSOFT CORP 610 SHRS 229,384 229,384
MICROSOFT CORP 6 SHRS 2,256 2,256
MONDELEZ INTERNATIONAL INC 300 SHRS 21,729 21,729
MONDELEZ INTERNATIONAL INC 630 SHRS 45,631 45,631
MONDELEZ INTERNATIONAL INC 24 SHRS 1,738 1,738
MOODYS CORP 13 SHRS 5,077 5,077
MOTOROLA SOLUTIONS, INC. 81 SHRS 25,360 25,360
MSCI INC 13 SHRS 7,353 7,353
NASDAQ INC 342 SHRS 19,884 19,884
NESTLE S.A. REGISTERED SHARES - ADR SPONSORED ADR 32 SHRS 3,700 3,700
NEXTERA ENERGY, INC. 242 SHRS 14,699 14,699
NEXTERA ENERGY, INC. 48 SHRS 2,916 2,916
NIKE INC CL B 290 SHRS 31,485 31,485
NORDEA BANK ABP 143 SHRS 1,772 1,772
NOVARTIS AG - ADR SPONSORED ADR 28 SHRS 2,827 2,827
NVIDIA CORP 400 SHRS 198,088 198,088
O'REILLY AUTOMOTIVE INC 24 SHRS 22,802 22,802
ORIX CORPORATION - ADR SPONSORED ADR 24 SHRS 2,241 2,241
PAYCHEX INC 188 SHRS 22,393 22,393
PEPSICO INC 19 SHRS 3,227 3,227
PERIMETER SOLUTIONS SA 193 SHRS 888 888
PHILIP MORRIS INTERNATIONAL IN 35 SHRS 3,293 3,293
PIONEER NATURAL RESOURCES CO 83 SHRS 18,665 18,665
PROCTER & GAMBLE CO 28 SHRS 4,103 4,103
PROGRESSIVE CORP OHIO 56 SHRS 8,920 8,920
PROLOGIS INC 156 SHRS 20,795 20,795
PUBLIC SVC ENTERPRISE GROUP INC 22 SHRS 1,345 1,345
QUALCOMM INC 24 SHRS 2,459 2,459
REGENERON PHARMACEUTICALS INC 29 SHRS 25,470 25,470
REGIONS FINL CORP NEW COM 1635 SHRS 31,686 31,686
REGIONS FINL CORP NEW COM 77 SHRS 1,492 1,492
ROCHE HOLDINGS LTD - ADR SPONSORED ADR 38 SHRS 1,377 1,377
ROPER TECHNOLOGIES, INC. 35 SHRS 19,081 19,081
ROSS STORES INC 16 SHRS 2,214 2,214
RPM INTERNATIONAL INC 27 SHRS 3,014 3,014
RTX CORP 701 SHRS 58,982 58,982
S&P GLOBAL INC 58 SHRS 25,550 25,550
SANOFI-AVENTIS 42 SHRS 2,089 2,089
SAP SE 23 SHRS 3,556 3,556
SCHNEIDER ELECTRIC SE 41 SHRS 1,649 1,649
SEVEN & I HOLDINGS CO., LTD 112 SHRS 2,222 2,222
SHERWIN WILLIAMS CO 9 SHRS 2,807 2,807
SIEMENS AG 21 SHRS 1,964 1,964
SMITH & NEPHEW PLC - ADR SPONSORED ADR 43 SHRS 1,173 1,173
STARBUCKS CORP COM 285 SHRS 27,363 27,363
STRYKER CORP 66 SHRS 19,764 19,764
SUMITOMO TRUST AND BANKING COMPANY 317 SHRS 3,069 3,069
SUMMIT MATERIALS INC 60 SHRS 2,308 2,308
SUNCOR ENERGY INC NEW F 1736 SHRS 55,621 55,621
TARGET CORP 169 SHRS 24,069 24,069
TC ENERGY CORP 67 SHRS 2,619 2,619
TE CONNECTIVITY LTD 185 SHRS 25,993 25,993
THERMO FISHER SCIENTIFIC INC 60 SHRS 31,847 31,847
TJX COMPANIES INC 248 SHRS 23,265 23,265
TJX COMPANIES INC 34 SHRS 3,190 3,190
TOKYO ELECTRON LIMITED 19 SHRS 1,688 1,688
TORONTO DOMINION BK ONT COM NEW 705 SHRS 45,557 45,557
TOTALENERGIES SE 920 SHRS 61,990 61,990
TOTALENERGIES SE 38 SHRS 2,560 2,560
TRANSDIGM GROUP INC 28 SHRS 28,325 28,325
TYLER TECHNOLOGIES INC 27 SHRS 11,289 11,289
UNILEVER PLC - ADR SPONSORED ADR 490 SHRS 23,755 23,755
UNILEVER PLC - ADR SPONSORED ADR 59 SHRS 2,860 2,860
UNION PACIFIC CORP 120 SHRS 29,474 29,474
UNION PACIFIC CORP 8 SHRS 1,965 1,965
UNITED PARCEL SERVICE INC CL B 301 SHRS 47,326 47,326
UNITED PARCEL SERVICE-CL B 229 SHRS 36,006 36,006
UNITEDHEALTH GROUP INC 36 SHRS 18,953 18,953
UNITEDHEALTH GROUP INC 137 SHRS 72,126 72,126
VAIL RESORTS INC COM 29 SHRS 6,191 6,191
VEOLIA ENVIRONNEMENT 128 SHRS 2,020 2,020
VERISIGN INC COM 46 SHRS 9,474 9,474
VERISK ANALYTICS INC 23 SHRS 5,494 5,494
VINCI SA 93 SHRS 2,933 2,933
VISA INC CL A 227 SHRS 59,099 59,099
VISA INC CL A 170 SHRS 44,260 44,260
VULCAN MATERIALS COMPANY 75 SHRS 17,026 17,026
WASTE MANAGEMENT INC 114 SHRS 20,417 20,417
WASTE MANAGEMENT INC 175 SHRS 31,343 31,343
WATERS CORP 9 SHRS 2,963 2,963
WILLIAMS COS INC 96 SHRS 3,344 3,344
WIX.COM LTD 19 SHRS 2,337 2,337
INVESCO BULLETSHARES 2025 CORP BOND ETF 1500 SHRS 30,683 30,683
ISHARES IBONDS DEC 2025 TERM CORP ETF 2200 SHRS 54,472 54,472
ISHARES 0-3 MONTH TREASURY BOND ETF 750 SHRS 75,203 75,203
SPDR S&P 500 ETF 468 SHRS 222,445 222,445

TY 2023 InvestmentsGovtObligationsSch
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
US Government Securities - End of Year Book Value:

1,243,147
US Government Securities - End of Year Fair Market Value:

1,243,147
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
INVESCO BALANCED-RISK COMMODITY 36836 SHRS FMV 241,276 241,276
ISHARES RUSSELL 2000 ETF 494 SHRS FMV 99,151 99,151
PRINCIPAL PREFERRED SECURITIES FUND 18107.579 SHRS FMV 159,709 159,709
SBA COMMUNICATIONS CORPORATION 46 SHRS FMV 11,670 11,670
VANGUARD DIVIDEND APPRECIATION ETF 2114 SHRS FMV 360,226 360,226
VANGUARD GROWTH ETF 689 SHRS FMV 214,196 214,196
VANGUARD LARGE CAP ETF 1750 SHRS FMV 381,763 381,763
VANGUARD MID CAP ETF 165 SHRS FMV 38,386 38,386
VANGUARD S&P 550 INDEX ETF 550 SHRS FMV 240,240 240,240
VANGUARD VALUE ETF 800 SHRS FMV 119,600 119,600

TY 2023 OtherDecreasesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Amount
PROVISION FOR DEFERRED FEDERAL EXCISE TAX 18,922


TY 2023 OtherExpensesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL EXPENSES 1,307 0   1,307
OFFICE EXPENSE 849 0   849
COMPUTER EXPENSE 934 0   934
INSURANCE EXPENSE 2,741 0   2,772
TELEPHONE & INTERNET 1,505 0   1,506
DUES, SUBSCRIPTIONS & LICENSES 1,053 0   1,048
STORAGE 3,357 0   3,357


TY 2023 OtherIncomeSchedule2
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITIES CLASS ACTION LITIGATION PROCEEDS 280 280 280


TY 2023 OtherIncreasesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Amount
UNREALIZED GAIN ON INVESTMENTS 1,361,333


TY 2023 OtherLiabilitiesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 14,300 33,222


TY 2023 OtherProfessionalFeesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 70,963 70,963   0
GRANT MANAGEMENT FEES 6,018 0   6,018
COMPENSATION REVIEW FEE 11,580 0   11,580


TY 2023 TaxesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAX 3,497 3,497   0
FEDERAL EXCISE TAXES PAID 2,000 0   0