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
CHC FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1644
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
IDAHO FALLS, ID83403
A Employer identification number

82-0211282
B Telephone number (see instructions)

(208) 522-2368
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$13,661,150J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 320,575 320,575  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 638,586
b Gross sales price for all assets on line 6a 4,059,292
7 Capital gain net income (from Part IV, line 2)... 638,586
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
263 263  
12 Total. Add lines 1 through 11........ 959,424 959,424  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,500 0   1,500
14 Other employee salaries and wages...... 22,378 0   22,378
15 Pension plans, employee benefits....... 268 0   268
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,416 7,208   7,146
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
85,565 83,840   1,725
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
20,966 4,720   4,241
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,400 0   2,400
21 Travel, conferences, and meetings....... 36,156 0   34,489
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
27,099 0   21,982
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 210,748 95,768   96,129
25 Contributions, gifts, grants paid....... 650,212 560,648
26 Total expenses and disbursements. Add lines 24 and 25 860,960 95,768   656,777
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 98,464
b Net investment income (if negative, enter -0-) 863,656
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............. 79,271 104,602 104,602
2 Savings and temporary cash investments......... 602,133 222,264 222,264
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,153,600 Click to see attachment
List of Attached Documents:
// Content
1,210,685 		1,210,685
b Investments—corporate stock (attach schedule)....... 4,637,343 Click to see attachment
List of Attached Documents:
// Content
5,613,549 		5,613,549
c Investments—corporate bonds (attach schedule)....... 1,838,566 Click to see attachment
List of Attached Documents:
// Content
2,138,644 		2,138,644
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).......... 4,566,452 Click to see attachment
List of Attached Documents:
// Content
4,337,535 		4,337,535
14 Land, buildings, and equipment: basis right arrow14,489
Less: accumulated depreciation (attach schedule) right arrow14,489      
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
28,620 		Click to see attachment
List of Attached Documents:
// Content
33,871 		Click to see attachment
List of Attached Documents:
// Content
33,871
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,905,985 13,661,150 13,661,150
Liabilities 17 Accounts payable and accrued expenses.......... 19,520 5,747
18 Grants payable................. 1,073,868 988,312
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
3,779 		Click to see attachment
List of Attached Documents:
// Content
6,544
23 Total liabilities (add lines 17 through 22)......... 1,097,167 1,000,603
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........... 11,808,818 12,660,547
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)..... 11,808,818 12,660,547
30 Total liabilities and net assets/fund balances (see instructions). 12,905,985 13,661,150
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
11,808,818
2
Enter amount from Part I, line 27a .....................
2
98,464
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
753,265
4
Add lines 1, 2, and 3 ..........................
4
12,660,547
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,660,547
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 BNY ST GAIN/LOSS P    
b BNY LT GAIN/LOSS P    
c CAPITAL GAINS DIVIDENDS P    
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 1,114,614   1,108,464 6,150
b 2,931,837   2,312,242 619,595
c 12,841     12,841
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       6,150
b       619,595
c       12,841
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 2 638,586
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 12,005
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 12,005
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 12,005
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 9,240
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 9,240
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 106
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9 2,871
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 arrowID
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 arrowWWW.CHCFOUNDATION.NET
14
The books are in care ofright arrowCHC FOUNDATION Telephone no.right arrow (208) 522-2368

Located atright arrow245 NORTH PLACER AVENUEIDAHO FALLSID ZIP+4right arrow83403
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)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
MARGARET A LEVERETT PRESIDENT
2.00 		0 0 0
3585 SUN CIRCLE
IDAHO FALLS,ID83404
RICHARD FOWLER PAST PRESIDENT
5.00 		1,500 0 0
9628 N RIVER RD
IDAHO FALLS,ID83402
KRISTOFFER SMITH VICE PRESIDENT
1.00 		0 0 0
2570 BALBOA DR
IDAHO FALLS,ID83404
SCOTT LEE TREASURER
1.00 		0 0 0
1033 KORTNEE DR
IDAHO FALLS,ID83402
CHER STONE SECRETARY
1.00 		0 0 0
1370 CAMERON AVE
IDAHO FALLS,ID83402
ALICE PIKE DIRECTOR
1.00 		0 0 0
7711 SOUTH 1ST E
IDAHO FALLS,ID83404
LESLEE MARTIN DIRECTOR
1.00 		0 0 0
1710 DAFFODIL DR
IDAHO FALLS,ID83404
RALPH ISOM DIRECTOR
1.00 		0 0 0
5584 WEST 32ND N
IDAHO FALLS,ID83402
SARA PRENTICE DIRECTOR
1.00 		0 0 0
1080 RED ROBIN AVE
IDAHO FALLS,ID83401
JEFFREY E KELLER MD DIRECTOR
1.00 		0 0 0
365 SPRING MEADOWS DR
IDAHO FALLS,ID83404
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
12,964,745
b
Average of monthly cash balances.......................
1b
594,619
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
13,559,364
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
13,559,364
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
203,390
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,355,974
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
667,799
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
667,799
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
12,005
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
12,005
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
655,794
4
Recoveries of amounts treated as qualifying distributions................
4
43,351
5
Add lines 3 and 4............................
5
699,145
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
699,145
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
656,777
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
656,777
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 7 699,145
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...... 31,560
b From 2020......  
c From 2021......  
d From 2022...... 200,589
e From 2023......  
f Total of lines 3a through e ........ 232,149
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 656,777
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..... 656,777
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 42,368 42,368
(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 5 189,781
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 ...... 		189,781
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022.... 189,781
d Excess from 2023....  
e Excess from 2024....  
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 e-mail address of the person to whom applications should be addressed:
CHC FOUNDATION INC
PO BOX 1644
IDAHO FALLS,ID83403
(208) 522-2368
bThe form in which applications should be submitted and information and materials they should include:
INFORMATION IS AVAILABLE ON THE WEBSITE.
cAny submission deadlines:
2 GRANTING PERIODS PER YEAR MARCH AND AUGUST.
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
IDAHO ONLY.
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

COLLEGE OF EASTERN IDAHO

1600 S 25TH E
IDAHO FALLS,ID83404 		NONE PC FUND FUTURE TECH BUILDING CONSTRUCTION 100,000

DOMESTIC VIOLENCE AND SEXUAL ASSAULT CENTER

1050 MEMORIAL DR
IDAHO FALLS,ID83402 		NONE PC 1 MILE WALKWAY 46,607

ISLAND PARK HAM RADIO CLUB

3935 WISE OWL WAY
ISLAND PARK,ID83433 		NONE PC 60' ROHN COMM. TOWER 46,115

BONNEVILLE COUNTY FAIR BOARD

1542 E 73RD S
IDAHO FALLS,ID83404 		NONE GOV IMPROVEMENTS TO 4-H HORSE ARENAS AT BONNEVILLE COUNTY FAIRGROUNDS 22,262

IDAHO FALLS RESCUE MISSION

840 PARK AVE
IDAHO FALLS,ID83402 		NONE PC FUNDS FOR NEEDED ELECTRICAL MAINTENANCE IN THE DINING HALL AND KITCHEN, FURNITURE FOR HAVEN SHELTER 20,132

CHAMPS HEART

2184 CHANNING WAY 252
IDAHO FALLS,ID83402 		NONE PC PURCHASE PICKUP TO HAUL HORSES AND HAY 20,000

PIONEER ELEMENTARY SCHOOL

PO BOX 275
SALMON,ID83467 		NONE GOV ACCESSIBLE PLAYGROUND UNIT 20,000

SNAKE RIVER ANIMAL SHELTER

3000 LINDSAY BOULEVARD
IDAHO FALLS,ID83402 		NONE PC ADD ON A SEPARATE BUILDING FOR DOG TRAINING 20,000

TETON VALLEY HEALTH CARE

125 EAST HOWARD AVE
DRIGGS,ID83422 		NONE PC PURCHASE A VERATHON GLIDESCOPE 17,431

REGIONAL COUNCIL FOR CHRISTIAN MINISTRY

1895 N BOULEVARD
IDAHO FALLS,ID83402 		NONE PC PURCHASED USED PICKUP TRUCK WITH SNOWPLOW BLADE ATTACHED 17,058

IDAHO FALLS ARTS COUNCIL

498 A ST
IDAHO FALLS,ID83402 		NONE PC BUILDING IMPROVEMENTS 17,040

BONNEVILLE HUMANE SOCIETY

PO BOX 2763
IDAHO FALLS,ID83402 		NONE PC REPLACEMENT OF ORIGINAL HVAC UNITS 15,596

IDAHO FALLS ELKS FOUNDATION

640 E ELVA ST
IDAHO FALLS,ID83401 		NONE PC RENOVATE BOWLING ALLEY FOR BOY SCOUTS ACTIVITIES 15,000

HILLCREST BAND

2800 OWEN ST
AMMON,ID83406 		NONE GOV REPLACE FIVE AGING MUSICAL INSTRUMENTS OWNED BY HILLCREST BAND PROGRAM. 12,955

BONNEVILLE COUNTY LIBRARY DISTRICT

3015 SOUTH 25TH E
IDAHO FALLS,ID83402 		NONE GOV LIBRARY EXPANSION/CHANGES, NEW BRANCH 12,531

IDAHO FALLS SYMPHONY SOCIETY

440 N CAPITAL SUITE B
IDAHO FALLS,ID83402 		NONE PC PURCHASE 2500 RECORDERS FOR STUDENTS IN 2 DISTRICTS 12,171

RIRIE SENIOR CITIZENS

PO BOX 515
RIRIE,ID83443 		NONE PC PURCHASE OVEN 12,162

FIRTH TRACK AND FIELD

329 LINCOLN ST
FIRTH,ID83236 		NONE GOV NEW HURDLES 11,965

THE AMERICAN LEGION POST 95

PO BOX 382
DRIGGS,ID83422 		NONE PC WIRING, UPGRADED ELECTRICAL PANELS, AND INSTALLATION OF COVE HEATING AND THERMOSTATS IN EACH ROOM 10,000

LEMHI COUNTY HISTORICAL SOCIETY

210 MAIN STREET
SALMON,ID83467 		NONE PC ROOF AND PROTECTIVE SLIDING ON RAMP OF THE GRANGE BUILDING FOR YEAR-ROUND ACCESS 10,000

CREATIVE CONFLUENCE TOOL LIBRARY

107 S CENTER ST
SALMON,ID83467 		NONE PC ADD A COVER TO THE EXISTING CONTAINER TOOL SHED FOR OUTSIDE STORAGE AND MORE TOOLS 9,938

NORTH FREMONT BASEBALL

3581 E 1300 N
ASHTON,ID83420 		NONE GOV PURCHASE 100 CUBIC YARDS OF DIAMOND DUST 4-IN-1 INFIELD MATERIAL FOR NEWLY INSTALLED BASEBALL FIELD 9,400

TETON DISTRICT #401

481 NORTH MAIN STREET
DRIGGS,ID83422 		NONE GOV PURCHASE ONSTAGE PROJECTOR THAT CREATES BACKDROPS / SETS FOR STUDENT AND COMMUNITY EVENTS 9,000

WHITEWATER THERAPEUTIC AND RECREATIONAL RIDING ASSOCIATION

516 MAIN ST 172
SALMON,ID83467 		NONE PC REPLACE FABRIC PANELS IN ARENA 7,000

MADISON LIBRARY DISTRICT

73 N CENTER ST
REXBURG,ID83440 		NONE GOV PURCHASE NEW DVD SHELF AND DVDS 7,000

LOST RIVERS ECONOMIC DEVELOPMENT

PO BOX 50974
MACKAY,ID83251 		NONE PC TECHNOLOGY, WHITEBOARD AND FILING CABINETS, LAPTOP 6,815

SHELLEY SCHOOL DISTRICT

545 SEMINARY AVE
SHELLEY,ID83274 		NONE GOV BUDDY BENCHES 6,317

MOUNTAIN ROOTS EDUCATION

PO BOX 787
VICTOR,ID83455 		NONE PC OUTDOOR RAISED BEDS 6,091

HIBBARD ELEMENTARY

2413 N 3000 W
REXBURG,ID83440 		NONE GOV FURNITURE FOR KINDERGARTEN CLASSROOM 5,800

VALLEY OF THE TETONS PUBLIC LIBRARY

79 N MAIN STREET
DRIGGS,ID83422 		NONE PC SHELVING AND CIRCULATION DESK FOR NEW ADDITION 4,642

TETON VALLEY COMMUNITY RECYCLING

PO BOX 1193
DRIGGS,ID83422 		NONE PC TOOLS FOR BICYCLE REPAIRS 4,086

BONNEVILLE COUNTY SCHOOL DISTRICT (SD #93) - MOUNTAIN VALLEY PTO

2601 S PRINCESS DR
AMMON,ID83406 		NONE GOV SWING SET 3,758

AMMON ELEMENTARY SCHOOL

2900 CENTRAL AVE
AMMON,ID83406 		NONE GOV ORFF INSTRUMENTS 3,680

SHELLEY SENIOR CENTER

PO BOX 393
SHELLEY,ID83274 		NONE PC INTERIOR PAINT AND BLINDS REPLACEMENT 3,296

SUGAR CITY SOCCER LEAGUE

757 N 7TH E
SUGAR CITY,ID83448 		NONE PC EQUIPMENT SHED AND GOALS 3,235

HENRY'S FORK WILDLIFE ALLIANCE

PO BOX 725
ASHTON,ID83420 		NONE PC PURCHASE TRAILER 3,000

FRIENDS OF CAMAS NATIONAL WILDLIFE REFUGE

4276 E 300 N
RIGBY,ID83442 		NONE PC MOTUS TAGS FOR TAGGING BIRDS/ CAMP TRAILER TO HOUSE FIELD CREW 3,000

KELLY CANYON SKI PATROL

7656 N 55 E
IDAHO FALLS,ID83401 		NONE PC REPLACEMENT OF AGED EQUIPMENT 2,270

WHITEWATER THERAPEUTIC RIDING

PO BOX 1443
SALMON,ID83467 		NONE PC SENSORY TRAIL/OBSTACLE COURSE 1,442

TETON REGIONAL LAND TRUST

PO BOX 247
DRIGGS,ID83422 		NONE PC WATERPROOF INFORMATION BOOKLETS FOR GUIDE BOATS 1,089

IDAHO FALLS ASTRONOMICAL SOCIETY

PO BOX 50262
IDAHO FALLS,ID83402 		NONE PC PURCHASE PORTABLE PLANETARIUM AND NIGHT VISION SCOPE FOR COMMUNITY OUTREACH. 764
Total .................................right arrow 3a 560,648
bApproved for future payment

TETON VALLEY TRAILS AND PATHWAYS
PO BOX 373
DRIGGS,ID83422 		NONE PC BUILD A STORAGE AND MAINTENANCE FACILITY FOR EQUIPMENT STORAGE 50,000

BINGHAM COUNTY
501 N MAPLE ST STE 205
BLACKFOOT,ID83221 		NONE GOV PURCHASE A LOADING SYSTEM AMBULANCE COT. 40,000

IDAHO FALLS SOUP KITCHEN
270 PLACER AVE
IDAHO FALLS,ID83402 		NONE PC ACQUIRE A NEW OR LOW MILEAGE MINI-VAN TO ECONOMICALLY TRANSPORT DONATED FOOD AND SUPPLIES 38,000

ST VINCENT DEPAUL OF IDAHO FALLS
805 S HOLMES AVE
IDAHO FALLS,ID83402 		NONE PC FLOORING REPLACEMENT 25,000

WEST JEFFERSON SCHOOL DISTRICT (SD#253)
1256 E 1500 N
TERRETON,ID83450 		NONE GOV ADMINISTRATIVE OFFICE/ COMMUNITY CENTER UPDATES 25,000

HEART 2 HAND BINGHAM FOOD PANTRY
PO BOX 546
SHELLEY,ID83274 		NONE PC LOADING DOCK 25,000

TETON VALLEY FOUNDATION
PO BOX 50262
VICTOR,ID83455 		NONE PC KOTLER ICE ARENA 25,000

STEELE MEMORIAL HOSPITAL - AUXILIARY
203 S DAISY ST
SALMON,ID83467 		NONE PC PURCHASE MED EQUIPMENT, TRAINING, MARKETING 25,000

SNAKE RIVER YOUTH PERFORMING ARTS
3802 SHALE AVE
AMMON,ID83406 		NONE PC TO ENRICH AND SUPPLEMENT THE EDUCATION OF THE YOUTH IN BONNEVILLE COUNTY THROUGH MUSIC EDUCATION AND SKILLS BUILDING 21,400

SUGAR SALEM SCHOOL DISTRICT (SD #322) - HIGH SCHOOL
1 DIGGER DRIVE
SUGAR CITY,ID83448 		NONE GOV UPGRADING GREENHOUSE 21,000

COLLEGE OF EASTERN IDAHO FOUNDATION
1600 S 25TH EAST
IDAHO FALLS,ID83404 		NONE PC SCHOLARSHIPS 20,000

BONNEVILLE COUNTY LIBRARY DISTRICT
3015 SOUTH 25TH E
IDAHO FALLS,ID83402 		NONE GOV LIBRARY EXPANSION/CHANGES, NEW BRANCH 17,097

IDAHO FALLS MOTOCROSS ASSOCIATION
1139 E 1290 N
SHELLEY,ID83274 		NONE PC IMPROVE BLEACHERS 15,000

IDAHO FALLS SCHOOL DISTRICT (SD #91) - WESTSIDE ELEMENTARY
2794 MARY DR
IDAHO FALLS,ID83402 		NONE GOV REPLACE OLD PLAYGROUND EQUIPMENT AND ADD ADDITIONAL SWINGS. 15,000

CLARK COUNTY SHERIFF'S OFFICE
PO BOX 327
DUBOIS,ID83423 		NONE GOV 4 SEAT SIDE BY SIDE UTV 13,000

FREMONT COUNTY SEARCH AND RESCUE
331 W 1ST ST
ST ANTHONY,ID83445 		NONE PC SIDE BY SIDE OHV 12,443

BONNEVILLE SCHOOL DISTRICT (SD#93) - HILLCREST HIGH SCHOOL
2800 OWEN ST
AMMON,ID83406 		NONE GOV HANDBELLS 10,024

BUTTE COUNTY K-12 WRESTLING PROGRAM
PO BOX 655
ARCO,ID83213 		NONE PC PURCHASE NEW WRESTLING MATS. 10,000

SOUTH LEMHI SCHOOL DISTRICT (SD #292)
119 S 3RD ST
LEADORE,ID83464 		NONE GOV PURCHASING SUPPLEMENTAL ITEMS FOR LEADORE PHYSICAL EDUCATION PROJECT 10,000

RIRIE JOINT SCHOOL DISTRICT (SD#252) - RIRIE HIGH SCHOOL
PO BOX 568
RIRIE,ID83443 		NONE GOV DOLLAMURE WRESTLING MAT 9,000

COMMUNITY OUTREACH CENTER INC
301 SOUTH BOULEVARD
IDAHO FALLS,ID83402 		NONE PC REPLACE CARPET, RAIN GUTTERS, AND DOWNSPOUTS 8,900

IDAHO FALLS SCHOOL DISTRICT (SD#91) - SKYLINE HIGH SCHOOL
690 JOHN ADAMS PARKWAY
IDAHO FALLS,ID83402 		NONE GOV SQUEEZE MACHINE 6,000

IDAHO FALLS ASTRONOMICAL SOCIETY
PO BOX 50262
IDAHO FALLS,ID83402 		NONE PC PURCHASE PORTABLE PLANETARIUM AND NIGHT VISION SCOPE FOR COMMUNITY OUTREACH. 5,766

VALLEY OF THE TETONS PUBLIC LIBRARY
79 N MAIN STREET
DRIGGS,ID83422 		NONE PC PURCHASE TECHNOLOGY AND A BOOK DROP 5,358

CHALLIS SCHOOL DISTRICT (SD#181)
PO BOX 304
CHALLIS,ID83226 		NONE GOV FOUR CLASSROOMS TO BENEFIT STUDENTS WITH MENTAL, EMOTIONAL, AND PHYSICAL HEALTH. 5,200

UPPER VALLEY CHILD ADVOCACY CENTER
162 N YELLOWSTONE HWY SUITE B
RIGBY,ID83442 		NONE PC PURCHASE LAPTOPS, GOPROS, AND PRINTERS 4,300

IDAHO2FLY INC
PO BOX 6363
BOISE,ID83707 		NONE PC RETREATS 4,026

MADISON COUNTY SENIOR CITIZENS ASSOCIATION INC
PO BOX 361
REXBURG,ID83440 		NONE PC REPAIR THE VAN DONATED BY THE CHC FOUNDATION 4,000

HUMANE SOCIETY OF UPPER VALLEY
PO BOX 51021
IDAHO FALLS,ID83402 		NONE PC NEW KENNELS AND SUPPLIES 3,000

CITY OF RIRIE LIBRARY
PO BOX 97
RIRIE,ID83443 		NONE GOV PURCHASE A NEW PRINTER/FAX MACHINE, NEW LIBRARY SOFTWARE, AND BOOKS 2,900

SNAKE RIVER MONTESSORI
2970 EAST 1ST STREET
AMMON,ID83406 		NONE PC SRMS FIBER INTERNET 2,782

SHELLEY AREA SENIOR CITIZENS INC
PO BOX 393
SHELLEY,ID83274 		NONE PC EXTERIOR PAINTING 1,614

SACAJAWEA INTERPRETIVE CENTER
200 MAIN STREET
SALMON,ID83467 		NONE PC TRAIL RESURFACING 1,271
Total ................................. right arrow 3b 482,081
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 ........... 		         
4 Dividends and interest from securities ....     14 320,575  
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 ............ 		    18 638,586  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aLITIGATION SETTLEMENTS 		900099   01 263  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 959,424 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
959,424
(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:
CHC FOUNDATION
EIN:
82-0211282
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 14,416 7,208   7,146

TY 2024 InvestmentsCorpBondsSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Name of Bond End of Year Book Value End of Year Fair Market Value
ANHEUSER-BUSCH INBEV WOR 24,990 24,990
AT&T INC 24,458 24,458
BANK OF AMERICA CORP 24,735 24,735
BARCLAYS PLC 30,374 30,374
BAXTER INTERNATIONAL INC 20,704 20,704
BNY MELLON BOND FUND 257,861 257,861
DOUBLELINE CORE FIXED INCOME FUND 193,023 193,023
BNY MELLON FLOATING RATE INCOME FUND 322,540 322,540
BP CAP MARKETS AMERICA 24,476 24,476
BRISTOL MEYERS SQUIBB CO 30,193 30,193
CANADIAN IMPERIAL BANK 29,174 29,174
CITIGROUP INC 23,867 23,867
COMCAST CORP 23,819 23,819
COOPERATIVE RABOBANK UA 24,497 24,497
CREDIT SUISSE NEW YORK 30,176 30,176
DEUTSCHE BANK NY 25,958 25,958
GLAXOSMITHKLINE CAP INC 24,384 24,384
GOLDMAN SACHS GROUP INC/THE 29,190 29,190
HOME DEPOT INC 22,509 22,509
HOWMET 94,058 94,058
HSBC HOLDINGS PLC 30,439 30,439
HUBBELL INC COM 110,587 110,587
JOHN DEERE CAPITAL CORP 25,128 25,128
JP MORGAN CHASE & CO 29,332 29,332
K L A CORP 29,354 29,354
LLOYDS BANKING GROUP PLC 29,876 29,876
META PLATFORMS 29,327 29,327
MORGAN STANLEY 30,083 30,083
ORACLE CORP 28,805 28,805
PFIZER INVESTMENT ENTER 24,292 24,292
PNC FINANCIAL SERVICES 23,657 23,657
ROYAL BANK OF CANADA 24,968 24,968
ROYAL BANK OF SCOTLAND GROUP 24,742 24,742
ROYAL CARIBBEAN CRUISES LTD 32,297 32,297
SHELL INTERNATIONAL FIN 22,532 22,532
SUMITOMO MITSUI FINL GROUP 29,070 29,070
TARGET CORP 24,166 24,166
TCW EMERGING MARKETS INCOME FUND 131,814 131,814
TORONTO-DOMINION BANK 30,347 30,347
TRUIST FINANCIAP GROUP 30,494 30,494
US BANCORP 33,959 33,959
US BANCORP 29,357 29,357
VERIZON COMMUNICATIONS 28,794 28,794
WELLS FARGO & COMPANY 24,238 24,238

TY 2024 InvestmentsCorpStockSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Name of Stock End of Year Book Value End of Year Fair Market Value
ALCON INC 37,352 37,352
ALIGN TECHNOLOGY INC ( ALGN) 36,489 36,489
ALLSTATE CORP 51,282 51,282
ALPHABET, INC. 371,785 371,785
AMAZON.COM INC. 342,248 342,248
AMETEK INC 60,207 60,207
AMERICAN INTERNATIONAL GROUP INC 29,120 29,120
AON PLC 33,043 33,043
APPLE INC 377,633 377,633
APPLIED MATERIALS INC ( AMAT ) 71,069 71,069
ASSURANT INC 44,776 44,776
AT&T INC 79,467 79,467
BANK OF AMERICA CORPORATION 41,753 41,753
BECTON DICKINSON & CO 94,378 94,378
BERKSHIRE HATHAWAY INC DEL CL B ( BRK.B ) 146,409 146,409
BIO-TECHNE CORP 28,812 28,812
BRISTOL MEYERS SQUIBB CO 45,248 45,248
CHEWY, INC 52,914 52,914
CISCO SYSTEMS INC 92,352 92,352
CME GROUP INC 100,323 100,323
CONOCOPHILLIPS 58,312 58,312
CONSTELLATION ENERGY 60,178 60,178
COSTAR GROUP INCE 43,670 43,670
CRH PLC 49,036 49,036
DANAHER CORP 88,836 88,836
DIAMONDBACK ENERGY INC 30,472 30,472
DOMINION RES INC VA NEW ( D ) 64,093 64,093
E Q T CORPORATION 108,820 108,820
FIRST HORIZON NATIONAL CORP 36,252 36,252
FREEPORT MCMORAN COPPER & GOLD INC 51,408 51,408
GENERAL MOTORS CO 42,083 42,083
GE VERNOVA LLC 77,299 77,299
GILEAD SCIENCES INC 31,406 31,406
GOLDMAN SACHS GROUP INC/THE 71,005 71,005
HARRIS CORPORATION 65,187 65,187
HUBSPOT, INC. ( HUBS ) 79,432 79,432
INTEL CORP 29,005 29,005
INTUITIVE SURGICAL INC 67,855 67,855
JP MORGAN CHASE & CO 99,959 99,959
JOHNSON CTLS INTL PLC 69,458 69,458
KENVUE INC 48,251 48,251
LAS VEGAS SANDS CORP 51,360 51,360
LULULEMON ATHLETICA INC 24,092 24,092
LLLUMINA INC ( ILMN ) 41,960 41,960
INGERSOLL RAND INC 67,845 67,845
INTERNATIONAL PAPER 47,900 47,900
LABCORP HOLDING INC 43,571 43,571
MARATHON PETROLEUM CORP ( MPC ) 25,947 25,947
MEDTRONIC, PLC ADR 91,063 91,063
METLIFE INC 30,296 30,296
MICROSOFT CORPORATION 421,079 421,079
MONGODB INC 33,525 33,525
NETFLIX COM INC 45,457 45,457
NEWMONT MINING CORP ( NEM ) 21,960 21,960
NVIDIA CORP ( NVDA ) 475,387 475,387
OMNICOM GROUP INC 54,205 54,205
PHILIP MORRIS INTERNATIONAL INC 33,698 33,698
PHILLIPS 66 29,964 29,964
RENAISSANCE RE HLDGS LTD ADR ( RNR ) 46,527 46,527
REPLIGEN CORP ( RGEN ) 35,985 35,985
ROPER INDUSTRIES 65,501 65,501
SANOFI-AVENTIS ADR ( SNY ) 36,173 36,173
SAREPTA THERAPEUTICS, INC. ( SRPT ) 45,961 45,961
SQUARE, INC. ( SQ ) 51,844 51,844
THE WALT DISNEY COMPANY 50,108 50,108
TRANE TECHNOLOGIES PUBLIC LIMITED CO 47,646 47,646
UBER TECHNOLOGIES, INC, (UBER) 45,843 45,843
UNITEDHEALTH GROUP INC ( UNH ) 52,609 52,609
VERALTO CORPORATION 54,693 54,693
VOYA FINANCIAL INC 35,792 35,792
WALNUT STREET GROUP HOLDING LIMITED 23,569 23,569
3M CO 34,209 34,209
ZOETIS INC 39,103 39,103

TY 2024 InvestmentsGovtObligationsSch
Name:
CHC FOUNDATION
EIN:
82-0211282
US Government Securities - End of Year Book Value:

1,210,685
US Government Securities - End of Year Fair Market Value:

1,210,685
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:
CHC FOUNDATION
EIN:
82-0211282
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BNY MELLON GLOBAL REAL RETURN FUND FMV 162,502 162,502
BNY MELLON INTERNATIONAL STOCK INDEX FUND FMV 355,887 355,887
BOSTON PARTNERS LONG/SHORT RESEARCH FUND FMV 122,187 122,187
DFA EMERGING MARKETS CORE EQUITY FUNDS FMV 410,703 410,703
GATEWAY FUND FMV 116,023 116,023
GOLDMAN SACHS ABSOLUTE RETURN TRACKER FUND FMV 100,255 100,255
ISHARES CORE MSCI EMERGING MARKETS FMV 107,051 107,051
ISHARES MSCI EAFE INDEX FD FMV 453,660 453,660
ISHARES MSCI EAFE SMALL CAP INDEX FUND FMV 197,438 197,438
ISHARES RUSSELL 2000 INDEX FUND FMV 164,615 164,615
ISHARES RUSSELL MIDCAP INDEX FUND FMV 795,600 795,600
ISHARES TR 400 FMV 467,325 467,325
ISHARES TR S & P SMALLCAP 600 FMV 564,578 564,578
NEUBERGER BERMAN LONG SHORT FUND FMV 283,634 283,634
VANGUARD REAL ESTATE ETF FMV 36,077 36,077

TY 2024 OtherAssetsSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCRUED INTEREST 28,620 33,871 33,871


TY 2024 OtherExpensesSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING 2,849 0   2,849
INSURANCE 3,389 0   0
OFFICE SUPPLY & EXPENSE 19,835 0   19,133
MISCELLANEOUS 936 0   0
INTEREST 90 0   0


TY 2024 OtherIncomeSchedule2
Name:
CHC FOUNDATION
EIN:
82-0211282
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
LITIGATION SETTLEMENTS 263 263 263


TY 2024 OtherIncreasesSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Description Amount
UNUSED GRANT FUNDS RETURNED 43,351
UNREALIZED GAIN/LOSS ON INVESTMENTS 709,914


TY 2024 OtherLiabilitiesSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Description Beginning of Year - Book Value End of Year - Book Value
TAXES PAYABLE 3,779 6,544


TY 2024 OtherProfessionalFeesSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT FEES 83,840 83,840   0
CONSULTING 1,725 0   1,725


TY 2024 TaxesSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN INCOME TAX 4,720 4,720   0
PAYROLL TAX 4,241 0   4,241
FEDERAL EXCISE TAX - ESTIMATES 12,005 0   0