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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$11,517,209
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 8,580 8,580  
4 Dividends and interest from securities... 235,169 235,169  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 594,323
b Gross sales price for all assets on line 6a 2,286,537
7 Capital gain net income (from Part IV, line 2)... 594,323
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)....... 121 121  
12 Total. Add lines 1 through 11........ 838,193 838,193  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 204,561 0   202,850
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 20,072 0   19,943
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 18,750 0   18,750
c Other professional fees (attach schedule).... 84,416 78,070   6,346
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 10,239 3,739   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 12,828 0   12,764
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 350,866 81,809   260,653
25 Contributions, gifts, grants paid....... 490,000 490,000
26 Total expenses and disbursements. Add lines 24 and 25 840,866 81,809   750,653
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,673
b Net investment income (if negative, enter -0-) 756,384
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 18,186 17,384 17,384
2 Savings and temporary cash investments......... 261,186 158,692 158,692
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.......... 336 361 361
10a Investments—U.S. and state government obligations (attach schedule) 1,243,147 Click to see attachment
List of Attached Documents:
// Content
1,416,835
1,416,835
b Investments—corporate stock (attach schedule)....... 5,199,273 Click to see attachment
List of Attached Documents:
// Content
5,458,117
5,458,117
c Investments—corporate bonds (attach schedule)....... 2,014,567 Click to see attachment
List of Attached Documents:
// Content
1,802,379
1,802,379
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).......... 1,866,217 Click to see attachment
List of Attached Documents:
// Content
2,663,441
2,663,441
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) 10,602,912 11,517,209 11,517,209
Liabilities 17 Accounts payable and accrued expenses.......... 5,011 6,940
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
33,222
Click to see attachment
List of Attached Documents:
// Content
45,941
23 Total liabilities (add lines 17 through 22)......... 38,233 52,881
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........... 10,564,679 11,464,328
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)..... 10,564,679 11,464,328
30 Total liabilities and net assets/fund balances (see instructions). 10,602,912 11,517,209
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
10,564,679
2
Enter amount from Part I, line 27a .....................
2
-2,673
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
915,040
4
Add lines 1, 2, and 3 ..........................
4
11,477,046
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12,718
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,464,328
Form 990-PF (2024)
Form 990-PF (2024)
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      
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 2,281,122   1,692,214 588,908
b 5,415     5,415
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       588,908
b       5,415
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 2 594,323
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 10,514
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 10,514
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 10,514
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,011
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 9,011
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 1,503
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10  
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow   Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
204,561 5,724 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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
11,214,460
b
Average of monthly cash balances.......................
1b
245,546
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,460,006
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
11,460,006
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
171,900
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,288,106
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
564,405
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
564,405
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
10,514
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
10,514
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
553,891
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
553,891
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
553,891
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
750,653
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
750,653
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 553,891
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021...... 48,256
d From 2022...... 111,603
e From 2023...... 250,959
f Total of lines 3a through e ........ 410,818
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 750,653
a Applied to 2023, 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 2024 distributable amount..... 553,891
e Remaining amount distributed out of corpus 196,762
5 Excess distributions carryover applied to 2024. 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 5 607,580
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
607,580
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021.... 48,256
c Excess from 2022.... 111,603
d Excess from 2023.... 250,959
e Excess from 2024.... 196,762
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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
  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,NJ08210
  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
  PC EXPANDED SOCIAL VISITING PROGRAM; REDUCE SENIOR ISOLATION WITH FREE VOLUNTEER SERVICES AND TRANSPORTATION 30,000

CHILD CARE RESOURCES OF MONMOUTH COUNTY

3301C ROUTE 66 PO BOX 1234
NEPTUNE,NJ07754
  PC DIAPER BANK PROGRAM: THE PROGRAM PRIORITIZES THE HEALTH AND HYGIENE OF CHILDREN, FILLING A GAP IN EXISTING CHILDCARE INITIATIVES AND HELPING TO PREVENT INFECTIONS WHILE REDUCING MEDICAL COSTS FOR BOTH FAMILIES AND THE GOVERNMENT. 40,000

MARTY'S PLACE SENIOR DOG SANCTUARY INC

118 ROUTE 526
UPPER FREEHOLD TOWNSHI,NJ08501
  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
  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
  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 45,000

NEW JERSEY LEAGUE FOR NURSING INC

PO BOX 165
GARWOOD,NJ07027
  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
  PC GENTRAL OPERATING SUPPORT FOR MANAGING FOOD RELATED HEALTH ISSUES - FOOD PANTRY, HOMELESS FAMILY SHELTER SUPPORT, AND HOMELESS STREET OUTREACH 55,000
Total .................................right arrow 3a 490,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 8,580  
4 Dividends and interest from securities ....     14 235,169  
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 ............
    18 594,323  
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
    01 121  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 838,193 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
838,193
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 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 18,750 0   18,750

TY 2024 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 39,834 39,834
AMAZON INC DTD 04/13/22 3.600 04/13/2032 41,653 41,653
ANTHEM INC DTD 11/21/17 3.650 12/01/2027 43,777 43,777
APPLE INC DTD 05/10/2023 4.300 05/10/2033 29,272 29,272
AT&T INC DTD 08/15/18 4.300 02/15/2030 33,897 33,897
BANK OF AMERICA CORP DTD 10/21/16 3.248 10/21/2027 38,550 38,550
BLACKROCK INC DTD 05/25/23 4.750 05/25/2033 34,272 34,272
BMO HARRIS BANK NA CHICAGO IL CD FDIC CPN 3.550% DUE 07/11/25 DTD 247,001 247,001
BRISTOL-MYERS SQUIBB CO DTD 11/13/20 1.125 11/13/2027 36,426 36,426
BUNGE LTD FINANCE CORP DTD 08/17/20 1.630 08/17/2025 39,240 39,240
CAPITAL ONE BANK USA NA GLEN ALLEN CPN 3.400% DUE 07/07/25 DTD 248,930 248,930
CAPITAL ONE FINANCIAL CO DTD 03/09/17 3.750 03/09/2027 34,172 34,172
CAPITAL ONE NA MCLEAN VA CD FDIC CPN 3.400% DUE 07/07/25 DTD 248,930 248,930
CHEVRON CORP DTD 05/11/20 1.554 05/11/2025 34,620 34,620
COMCAST CORP DTD 10/05/18 4.150 10/15/2028 43,885 43,885
CVS HEALTH CORP DTD 8/21/20 1.300 8/21/2027 36,244 36,244
DIGITAL REALTY TRUST LP DTD 08/07/17 3.700 08/15/2027 29,162 29,162
DOLLAR GENERAL CORP DTD 06/07/23 5.450 07/05/2033 19,640 19,640
DUKE ENERGY CAROLINAS DTD 01/05/24 4.850 01/15/2034 19,383 19,383
EQUINIX INC DTD 10/07/20 1.000 09/15/2025 24,340 24,340
EQUINIX INC DTD 10/07/20 1.550 03/15/2028 9,005 9,005
FEDEX CORP DTD 04/29/21 2.400 05/15/2031 12,796 12,796
GOLDMAN SACHS GROUP INC DTD 05/22/15 3.750 05/22/2025 34,872 34,872
INGERSOLL RAND INC DTD 08/14/23 5.400 08/14/2028 30,478 30,478
INTEL CORP DTD 08/05/22 4.150 08/05/2032 18,205 18,205
JPMORGAN CHASE & CO DTD 07/21/16 2.950 10/01/2026 38,972 38,972
KINDER MORGAN INC DTD 02/01/24 5.400 02/01/2034 29,543 29,543
MARRIOTT INTERNATIONAL DTD 02/22/24 5.300 05/15/2034 34,728 34,728
MORGAN STANLEY DTD 01/20/17 3.625 01/20/2027 14,727 14,727
O'REILLY AUTOMOTIVE INC DTD 06/15/22 4.700 06/15/2032 43,472 43,472
PNC FINANCIAL SERVICES DTD 01/22/20 2.550 01/22/2030 17,761 17,761
ROPER TECHNOLOGIES INC DTD 09/01/20 1.000 09/15/2025 18,537 18,537
ROYAL BANK OF CANADA DTD 04/27/21 1.200 04/27/2026 38,269 38,269
UNION PACIFIC CORP DTD 05/20/2021 2.375 05/20/2031 34,532 34,532
VIRGINIA ELEC & POWER CO DTD 01/08/24 5.000 01/15/2034 29,177 29,177
WALT DISNEY COMPANY/THE DTD 09/06/19 2.000 09/01/2029 35,569 35,569
WESTPAC BANKING CORP DTD 01/25/18 3.400 01/25/2028 38,508 38,508

TY 2024 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 (ABT) 291 SHRS 32,915 32,915
ABBVIE INC 235 SHRS 41,760 41,760
ABBVIE INC 33 SHRS 5,864 5,864
ADOBE INC 71 SHRS 31,572 31,572
ADVANCED MICRO DEVICES INC 248 SHRS 29,956 29,956
AIRBUS SE 69 SHRS 2,749 2,749
ALPHABET INC CL A (GOOGL) 400 SHRS 75,720 75,720
ALPHABET INC CL C 764 SHRS 145,496 145,496
AMAZON.COM INC (AMZN) 200 SHRS 43,878 43,878
AMAZON.COM INC 415 SHRS 91,047 91,047
AMERICAN WATER WORKS COMPANY INC (AWK) 141 SHRS 17,553 17,553
AMETEK INC COM 21 SHRS 3,785 3,785
AMGEN INC (AMGN) 182 SHRS 47,436 47,436
ANALOG DEVICES INC (ADI) 300 SHRS 63,738 63,738
ANALOG DEVICES INC 135 SHRS 28,682 28,682
ANALOG DEVICES INC 7 SHRS 1,487 1,487
ANSYS INC 9 SHRS 3,036 3,036
APPLE INC (AAPL) 444 SHRS 111,186 111,186
APPLE INC 862 SHRS 215,862 215,862
ARCH CAPITAL GROUP LTD 110 SHRS 10,159 10,159
ARES MANAGEMENT CORPORATION 46 SHRS 8,143 8,143
ASTRAZENECA PLC SPONSORED ADR 46 SHRS 3,014 3,014
AUTODESK INC 21 SHRS 6,207 6,207
AXA - ADR SPONSORED ADR 92 SHRS 3,273 3,273
BARCLAYS PLC - ADR 218 SHRS 2,897 2,897
BERKLEY W R CORP 51 SHRS 2,985 2,985
BLACKROCK INC 38 SHRS 38,954 38,954
BLACKSTONE INC 293 SHRS 50,519 50,519
BOEING CO 215 SHRS 38,055 38,055
BOOZ ALLEN HAMILTON HOLDING CORP CL A (BAH) 208 SHRS 26,770 26,770
BROADCOM INC (AVGO) 300 SHRS 69,552 69,552
BROADCOM INC 450 SHRS 104,328 104,328
BROOKFIELD ASSET MANAGEMENT LT 97 SHRS 5,256 5,256
BROOKFIELD CORP 474 SHRS 27,231 27,231
BROOKFIELD INFRASTRUCTURE-A 362 SHRS 14,484 14,484
BROOKFIELD RENEWABLE CORP 156 SHRS 4,315 4,315
BROWN & BROWN INC 176 SHRS 17,956 17,956
CARMAX INC COM 122 SHRS 9,975 9,975
CBRE GROUP INC 100 SHRS 13,129 13,129
CCC INTELLIGENT SOLUTIONS HOLD 444 SHRS 5,208 5,208
CELANESE CORP 308 SHRS 21,317 21,317
CHEVRON CORP 27 SHRS 3,911 3,911
CHURCH & DWIGHT COMPANY INC (CHD) 298 SHRS 31,204 31,204
CISCO SYSTEMS INC 666 SHRS 39,427 39,427
CITIGROUP INC. 742 SHRS 52,229 52,229
CME GROUP INCE 16 SHRS 3,716 3,716
COCA-COLA EUROPACIFIC PARTNERS PLC 37 SHRS 2,842 2,842
COGNIZANT TECH SOLUTIONS CRP COM 324 SHRS 24,916 24,916
COLGATE-PALMOLIVE COMPANY (CL) 272 SHRS 24,728 24,728
COMCAST CORP CL A (CMCSA) 539 SHRS 20,229 20,229
COMCAST CORP CLASS A 68 SHRS 2,552 2,552
COPART INC COM 444 SHRS 25,481 25,481
CORNING INC (GLW) 1023 SHRS 48,613 48,613
COSTAR GROUP, INC 222 SHRS 15,893 15,893
COSTCO WHOLESALE CORP (COST) 41 SHRS 37,567 37,567
DEUTSCHE BOERSE AG 107 SHRS 2,462 2,462
DEUTSCHE POST AG 54 SHRS 1,885 1,885
DEUTSCHE TELEKOM AG - ADR SPONSORED ADR 135 SHRS 4,030 4,030
DOMINOS PIZZA INC COM 23 SHRS 9,654 9,654
DUKE ENERGY HOLDING CORP. COM 28 SHRS 3,017 3,017
EATON CORP PLC 136 SHRS 45,134 45,134
ELI LILLY & CO COM 80 SHRS 61,760 61,760
ENTEGRIS INC 17 SHRS 1,684 1,684
EOG RESOURCES INC (EOG) 172 SHRS 21,084 21,084
EOG RESOURCES, INC 18 SHRS 2,206 2,206
ESSEX PROPERTY TRUST INC (ESS) 98 SHRS 27,973 27,973
EXXON MOBIL CORP (XOM) 211 SHRS 22,697 22,697
FAIR ISSAC, INC 8 SHRS 15,927 15,927
FASTENAL CO 82 SHRS 5,897 5,897
FEDEX CORP (FDX) 100 SHRS 28,133 28,133
FLOOR & DECOR HOLDINGS INC (FND) 16 SHRS 1,595 1,595
GALLAGHER ARTHUR J & CO 21 SHRS 5,961 5,961
GARMIN LTD 180 SHRS 37,127 37,127
GARTNER INC 26 SHRS 12,596 12,596
GENERAL DYNAMICS CORP (GD) 91 SHRS 23,978 23,978
GENUINE PARTS CO 8 SHRS 934 934
GOLDMAN SACHS GROUP INC (GS) 109 SHRS 62,416 62,416
GOLDMAN SACHS GROUP INC 5 SHRS 2,863 2,863
GRACO INC 27 SHRS 2,276 2,276
HEICO CORP CL A 131 SHRS 24,376 24,376
HILTON WORLDWIDE HOLDINGS INC 104.000 SHRS 25,705 25,705
HILTON WORLDWIDE HOLDINGS INC 170 SHRS 42,017 42,017
HITACHI LIMITED - ADR 10 SHRS 495 495
HOME DEPOT INC (HD) 131 SHRS 50,958 50,958
HOME DEPOT INC 101 SHRS 39,288 39,288
HYATT HOTELS CORP 32 SHRS 5,023 5,023
IDEXX CORP 9 SHRS 3,721 3,721
INTERNATIONAL FLAVORS & FRAGRANCES 23 SHRS 1,945 1,945
INVESCO BALANCED-RISK COMMODITY 36,836 SHRS 243,486 243,486
JOHNSON & JOHNSON (JNJ) 180 SHRS 26,032 26,032
JOHNSON & JOHNSON 24.000 SHRS 3,471 3,471
JPMORGAN CHASE & CO (JPM) 158 SHRS 37,874 37,874
JPMORGAN CHASE & CO 340 SHRS 81,501 81,501
KEURIG DR PEPPER INC 68 SHRS 2,184 2,184
KEYSIGHT TECHNOLOGIES INC 140 SHRS 22,488 22,488
KKR & CO. INC. 181 SHRS 26,772 26,772
KROGER CO 29 SHRS 1,773 1,773
LAM RESEARCH CORP COM 445 SHRS 32,142 32,142
LENNAR CORPORATION CLASS A COMMON 63 SHRS 8,591 8,591
LIBERTY MEDIA CORP 33 SHRS 2,773 2,773
LIBERTY MEDIA CORP 84 SHRS 7,783 7,783
LIVE NATION ENTERTAINMENT INC 103 SHRS 13,339 13,339
LOCKHEED MARTIN CORP 2 SHRS 972 972
LOREAL - ADR 20 SHRS 1,408 1,408
LOWES COS INC 15 SHRS 3,702 3,702
LVMH MOET HENNESSY UNSP ADR - ADR SPONSORED ADR 35 SHRS 4,574 4,574
MANULIFE FINANCIAL CORP 1,386 SHRS 42,564 42,564
MARKEL HOLDINGS 8 SHRS 13,810 13,810
MARSH & MCLENNAN COS INC (MMC) 120 SHRS 25,489 25,489
MARSH & MCLENNAN COS INC 130 SHRS 27,613 27,613
MARTIN MARIETTA MATLS INC COM 25 SHRS 12,913 12,913
MASTERCARD INC CL A (MA) 63 SHRS 33,174 33,174
MCDONALDS CORP 13 SHRS 3,769 3,769
MCDONALDS CORP 146 SHRS 42,324 42,324
MEDTRONIC, PLC 14 SHRS 1,118 1,118
MERCK & CO INC 379 SHRS 37,703 37,703
MERCK & CO INC 39 SHRS 3,880 3,880
MERCK & COMPANY INC (MRK) 181 SHRS 18,006 18,006
META PLATFORMS INC 185 SHRS 108,319 108,319
MICROCHIP TECHNOLOGY INC COM 101 SHRS 5,792 5,792
MICROSOFT CORP (MSFT) 519 SHRS 218,759 218,759
MICROSOFT CORP 463 SHRS 195,155 195,155
MICROSOFT CORP 7 SHRS 2,951 2,951
MONDELEZ INTERNATIONAL INC 30 SHRS 1,792 1,792
MONDELEZ INTERNATIONAL INC 405 SHRS 24,191 24,191
MOODYS CORP 8 SHRS 3,787 3,787
MOTOROLA SOLUTIONS INC (MSI) 87 SHRS 40,214 40,214
MSCI INC 19 SHRS 11,400 11,400
NASDAQ INC (NDAQ) 373 SHRS 28,837 28,837
NESTLE S.A. REGISTERED SHARES - ADR SPONSORED ADR 37 SHRS 3,023 3,023
NETFLIX INC (NFLX) 40 SHRS 35,653 35,653
NEXTERA ENERGY INC (NEE) 273 SHRS 19,571 19,571
NEXTERA ENERGY, INC. 40 SHRS 2,868 2,868
NORDEA BANK ABP 125 SHRS 1,361 1,361
NOVARTIS AG - ADR SPONSORED ADR 30 SHRS 2,919 2,919
NVIDIA CORP (NVDA) 4000 SHRS 537,160 537,160
OLD DOMINION FREIGHT LINE INC (ODFL) 251 SHRS 44,276 44,276
O'REILLY AUTOMOTIVE INC 19 SHRS 22,530 22,530
ORIX CORPORATION - ADR SPONSORED ADR 12 SHRS 1,275 1,275
PAYCHEX INC (PAYX) 203 SHRS 28,465 28,465
PEPSICO INC 12 SHRS 1,825 1,825
PERIMETER SOLUTIONS SA 157 SHRS 2,006 2,006
PHILIP MORRIS INTERNATIONAL IN 22 SHRS 2,648 2,648
PROCORE TECHNOLOGIES INC 40 SHRS 2,997 2,997
PROCTER & GAMBLE CO 20 SHRS 3,353 3,353
PROGRESSIVE CORP OHIO 24 SHRS 5,751 5,751
PROLOGIS INC (PLD) 170 SHRS 17,969 17,969
QUALCOMM INC 18 SHRS 2,765 2,765
REGENERON PHARMACEUTICALS INC (REGN) 29 SHRS 20,658 20,658
REGIONS FINL CORP NEW COM 1,300 SHRS 30,576 30,576
RIO TINTO PLC - ADR 30 SHRS 1,764 1,764
ROPER TECHNOLOGIES, INC. 25 SHRS 12,996 12,996
ROSS STORES INC 23 SHRS 3,479 3,479
RPM INTERNATIONAL INC 18 SHRS 2,215 2,215
RTX CORP 362 SHRS 41,891 41,891
RYAN SPECIALTY HOLDINGS INC 24 SHRS 1,540 1,540
S&P GLOBAL INC (SPGI) 62 SHRS 30,878 30,878
SANOFI-AVENTIS 36 SHRS 1,736 1,736
SAP SE 16 SHRS 3,939 3,939
SCHNEIDER ELECTRIC SE 35 SHRS 1,737 1,737
SIEMENS AG 17 SHRS 1,644 1,644
SNAP ON INC 4 SHRS 1,358 1,358
STARBUCKS CORP COM 277 SHRS 25,276 25,276
STRYKER CORP (SYK) 72 SHRS 25,924 25,924
SUMITOMO TRUST AND BANKING COMPANY 179 SHRS 2,594 2,594
SUNCOR ENERGY INC NEW F 1,625 SHRS 57,980 57,980
TARGET CORP 140 SHRS 18,925 18,925
TC ENERGY CORP 56 SHRS 2,606 2,606
TE CONNECTIVITY LTD 185 SHRS 26,449 26,449
THERMO FISHER SCIENTIFIC INC 60 SHRS 31,214 31,214
TJX COMPANIES INC 29 SHRS 3,503 3,503
TJX COS INC (TJX) 267 SHRS 32,256 32,256
TOKYO ELECTRON LIMITED 25 SHRS 1,887 1,887
TOTALENERGIES SE 27 SHRS 1,472 1,472
TOTALENERGIES SE 895 SHRS 48,778 48,778
TRANSDIGM GROUP INC 21 SHRS 26,613 26,613
TYLER TECHNOLOGIES INC 19 SHRS 10,956 10,956
UNILEVER PLC - ADR SPONSORED ADR 50 SHRS 2,835 2,835
UNILEVER PLC - ADR SPONSORED ADR 593 SHRS 33,623 33,623
UNION PACIFIC CORP 120 SHRS 27,365 27,365
UNITED PARCEL SERVICE INC CL B 259 SHRS 32,660 32,660
UNITEDHEALTH GROUP INC (UNH) 40 SHRS 20,234 20,234
UNITEDHEALTH GROUP INC 121 SHRS 61,209 61,209
VAIL RESORTS INC COM 23 SHRS 4,311 4,311
VEEVA SYSTEMS INC 46 SHRS 9,672 9,672
VEOLIA ENVIRONNEMENT 106 SHRS 1,489 1,489
VERALTO CORP 13 SHRS 1,324 1,324
VERISIGN INC COM 8 SHRS 1,656 1,656
VERISK ANALYTICS INC 13 SHRS 3,581 3,581
VINCI SA 78 SHRS 2,002 2,002
VISA INC CL A (V) 234 SHRS 73,953 73,953
VISA INC CL A 165 SHRS 52,147 52,147
VULCAN MATERIALS COMPANY 75 SHRS 19,292 19,292
WASTE CONNECTIONS, INC. 28 SHRS 4,804 4,804
WASTE MANAGEMENT INC 175 SHRS 35,313 35,313
WATERS CORP 11 SHRS 4,081 4,081
WILLIAMS COS INC 51 SHRS 2,760 2,760
WIX.COM LTD 13 SHRS 2,789 2,789
ZOETIS INC CL A (ZTS) 109 SHRS 17,759 17,759

TY 2024 InvestmentsGovtObligationsSch
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
US Government Securities - End of Year Book Value:

1,416,835
US Government Securities - End of Year Fair Market Value:

1,416,835
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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
AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) 200 SHRS FMV 11,758 11,758
AVANTIS U S EQUITY ETF (AVUS) 250 SHRS FMV 24,233 24,233
AVANTIS U S LARGE CAP VALUE ETF (AVLV) 400 SHRS FMV 26,708 26,708
AVANTIS U S SMALL CAP VALUE ETF (AVUV) 250 SHRS FMV 24,133 24,133
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) 250 SHRS FMV 25,080 25,080
ISHARES IBONDS DEC 2026 TERM CORP ETF (IBDR) 3250 SHRS FMV 78,228 78,228
ISHARES IBONDS DEC 2027 TERM CORP ETF (IBDS) 2400 SHRS FMV 57,504 57,504
ISHARES MBS ETF (MBB) 725 SHRS FMV 66,468 66,468
ISHARES RUSSELL 2000 ETF 494 SHRS FMV 109,154 109,154
ISHARES SHORT TREASURY BOND ETF (SHV) 1025 SHRS FMV 112,863 112,863
PRINCIPAL PREFERRED SECURITIES FUND 18107.579 SHRS FMV 166,047 166,047
SBA COMMUNICATIONS CORPORATION 9 SHRS FMV 1,834 1,834
SPDR S&P 500 ETF (SPY) 538 SHRS FMV 315,311 315,311
VANGUARD DIVIDEND APPRECIATION ETF (VIG) 2114 SHRS FMV 413,985 413,985
VANGUARD GROWTH ETF (VUG) 689 SHRS FMV 282,793 282,793
VANGUARD LARGE CAP ETF (VV) 1750 SHRS FMV 471,975 471,975
VANGUARD MID CAP ETF (VO) 165 SHRS FMV 43,581 43,581
VANGUARD S&P 500 INDEX ETF (VOO) 550 SHRS FMV 296,346 296,346
VANGUARD VALUE ETF (VTV) 800 SHRS FMV 135,440 135,440

TY 2024 OtherDecreasesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Amount
PROVISION FOR DEFERRED FEDERAL EXCISE TAX 12,718


TY 2024 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 1,798 0   1,798
OFFICE EXPENSE 829 0   1,090
COMPUTER EXPENSE 495 0   495
POSTAGE & DELIVERY EXPENSE 480 0   480
INSURANCE EXPENSE 2,910 0   2,935
TELEPHONE & INTERNET 1,517 0   1,643
DUES, SUBSCRIPTIONS & LICENSES 1,656 0   1,716
STORAGE 3,143 0   2,607


TY 2024 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 121 121 121


TY 2024 OtherIncreasesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Amount
UNREALIZED GAIN ON INVESTMENTS 915,040


TY 2024 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 33,222 45,941


TY 2024 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 78,070 78,070   0
GRANT MANAGEMENT FEES 6,346 0   6,346
COMPENSATION REVIEW FEE 0 0   0


TY 2024 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 3,739 3,739   0
FEDERAL EXCISE TAXES PAID 6,500 0   0