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
HEALEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7 GIRALDA FARMS 160
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MADISON, NJ07940
A Employer identification number

13-3531967
B Telephone number (see instructions)

(973) 656-1818
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$26,092,269J 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 170,834 170,834  
4 Dividends and interest from securities... 158,589 158,589  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 644,221
b Gross sales price for all assets on line 6a 4,750,587
7 Capital gain net income (from Part IV, line 2)... 644,221
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
322,327 172,451  
12 Total. Add lines 1 through 11........ 1,295,971 1,146,095  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
26,200 13,100   13,100
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
201,192 146,640   54,552
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
292,985 284,191   7,981
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 520,377 443,931   75,633
25 Contributions, gifts, grants paid....... 2,011,894 2,011,894
26 Total expenses and disbursements. Add lines 24 and 25 2,532,271 443,931   2,087,527
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,236,300
b Net investment income (if negative, enter -0-) 702,164
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.............      
2 Savings and temporary cash investments......... 2,807,110 2,027,996 2,027,996
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 974,073 Click to see attachment
List of Attached Documents:
// Content
927,768 		944,492
c Investments—corporate bonds (attach schedule)....... 1,880,125 Click to see attachment
List of Attached Documents:
// Content
1,119,231 		1,109,159
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 33,778 Click to see attachment
List of Attached Documents:
// Content
33,778 		4,549,663
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
10,529,246 		Click to see attachment
List of Attached Documents:
// Content
10,914,413 		Click to see attachment
List of Attached Documents:
// Content
17,460,959
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,224,332 15,023,186 26,092,269
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
350 		Click to see attachment
List of Attached Documents:
// Content
5,155
23 Total liabilities (add lines 17 through 22)......... 350 5,155
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 16,223,982 15,018,031
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 16,223,982 15,018,031
30 Total liabilities and net assets/fund balances (see instructions). 16,224,332 15,023,186
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
16,223,982
2
Enter amount from Part I, line 27a .....................
2
-1,236,300
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
30,349
4
Add lines 1, 2, and 3 ..........................
4
15,018,031
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
15,018,031
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 LONG-TERM COVERED SECURITIES FROM CS ACCT NO. 1225 P   2024-12-31
b LONG-TERM COVERED SECURITIES FROM GS ACCT NO. 776-5 P   2024-12-31
c LONG-TERM COVERED SECURITIES FROM GS ACCT NO. 776-5 P   2024-12-31
d LONG-TERM GAINS THRU K-1S P   2024-12-31
e LONG-TERM NON-COVERED SECURITIES FROM CS ACCT NO. 1225 P   2024-12-31
SHORT-TERM COVERED SECURITIES FROM CS ACCT NO. 1225 P   2024-12-31
SHORT-TERM GAINS THRU K-1S P   2024-12-31
SHORT-TERM NON-COVERED SECURITIES FROM CS ACCT NO. 1225 P   2024-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 340,509   323,887 16,622
b 188,000   181,276 6,724
c 589,224   589,008 216
d 312,999     312,999
e 4,767   3,945 822
3,053,932   3,006,669 47,263
259,349     259,349
1,807   1,581 226
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       16,622
b       6,724
c       216
d       312,999
e       822
      47,263
      259,349
      226
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 2 644,221
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,760
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,760
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,760
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 27,899
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 27,899
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 18,139
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow18,139 Refundedright arrow 11 0
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNJ
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowSAX LLP Telephone no.right arrow (973) 472-6250

Located atright arrow389 INTERPACE PARKWAY SUITE 3PARSIPPANYNJ ZIP+4right arrow07054
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 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
MELANIE HUDSON EXECUTIVE DIRECTOR
8.29 		0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
JOHN HAGERTY TRUSTEE/PART-TIME
1.00 		0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
MEGAN M HEALEY TRUSTEE/PART-TIME
1.00 		0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
MEGAN H HAGERTY TRUSTEE/PART-TIME
1.00 		0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
MARGARET S HEALEY TRUSTEE/PART-TIME
1.00 		0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
THOMAS J HEALEY TRUSTEE/PART-TIME
1.00 		0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
THOMAS JEREMIAH HEALEY TRUSTEE/PART-TIME
1.00 		0 0 0
C/O HEALEY DEVELOPMENT 7 GIRALDA
FARMS SUITE 160
MADISON,NJ07940
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
 
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 PLEASE NOTE THE FOUNDATION IS NOT INVOLVED IN ANY DIRECT CHARITABLE ACTIVITIES. ITS PRIMARY PURPOSE IS TO SUPPORT, BY CONTRIBUTIONS, OTHER CHARITABLE ORGANIZATIONS EXEMPT UNDER 0
2 INTERNAL REVENUE CODE SECTION 501(C)(3). 0
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
7,020,079
b
Average of monthly cash balances.......................
1b
2,395,736
c
Fair market value of all other assets (see instructions)................
1c
17,460,959
d
Total (add lines 1a, b, and c).........................
1d
26,876,774
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
26,876,774
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
403,152
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
26,473,622
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,323,681
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
1,323,681
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,760
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
9,111
c
Add lines 2a and 2b............................
2c
18,871
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,304,810
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,304,810
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
1,304,810
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
2,087,527
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
2,087,527
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 1,304,810
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...... 634,849
b From 2020...... 242,722
c From 2021......  
d From 2022...... 127,416
e From 2023...... 5,561,415
f Total of lines 3a through e ........ 6,566,402
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 2,087,527
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..... 1,304,810
e Remaining amount distributed out of corpus 782,717
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 7,349,119
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) ... 		634,849
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		6,714,270
10 Analysis of line 9:
a Excess from 2020.... 242,722
b Excess from 2021....  
c Excess from 2022.... 127,416
d Excess from 2023.... 5,561,415
e Excess from 2024.... 782,717
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).)
THOMAS J HEALEY
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow 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

50CAN DBA JERSEYCAN

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

ALZHEIMER'S ASSOCIATION - NJ CHAPTER

PO BOX 96011
WASHINGTON,DC20010 		NONE CHARITY GENERAL SUPPORT 250

AMERICA MEDIA

1 MONTGOMERY ST SUITE 1600
SAN FRANCISCO,CA94104 		NONE CHARITY GENERAL SUPPORT 5,000

AMERICAN ENTERPRISE INSTITUTE

1 SOLDIERS FIELD TATA HALL SUITE
020
BOSTON,MA02163 		NONE CHARITY GENERAL SUPPORT 1,000

AMERICAN RED CROSS GREATER NEW YORK REGION

520 W 49TH STREET
NEW YORK,NY10019 		NONE CHARITY GENERAL SUPPORT 5,000

ANNUNCIATION CATHOLIC CHURCH

3125 39TH STREET NW
WASHINGTON,DC20016 		NONE CHARITY GENERAL SUPPORT 1,000

ASSUMPTION COLLEGE FOR SISTERS

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

ATHLETES SERVING ATHLETES INC

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

BRILLA PATERSON

24-26 DEGRASSE STREET
PATERSON,NJ07505 		NONE CHARITY GENERAL SUPPORT 15,000

BUILDON

1111 SUMMER STREET
STAMFORD,CT06905 		NONE CHARITY GENERAL SUPPORT 2,000

CAMP JABBERWOCKY - MV CEREBRAL PALSEY CAMP INC

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

CARMELITE SISTERS OF BALTIMORE

1318 DULANEY VALLEY
TOWSON,MD21286 		NONE CHARITY GENERAL SUPPORT 2,500

CASA CORNELIA LAW CENTER

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

CATHOLIC CAMPUS MINISTRY ASSOCIATION

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

CATHOLIC CHARITIES BROOKLYN AND QUEENS

191 JORALEMON STREET
BROOKLYN,NY11201 		NONE CHARITY GENERAL SUPPORT 19,250

CATHOLIC CHARITIES OF NEW YORK

1011 FIRST AVENUE 11TH FLOOR
NEW YORK,NY10022 		NONE CHARITY GENERAL SUPPORT 4,000

CATHOLIC CHARITIES USA

2050 BALLENGER AVENUE SUITE 400
ALEXANDRIA,VA22314 		NONE CHARITY GENERAL SUPPORT 75,400

CATHOLIC CHARITIES DIOCESE OF PATERSON

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

CATHOLIC EDUCATION PARTNERS FOUNDATION

PO BOX 2065
STILWATER,MN55082 		NONE CHARITY GENERAL SUPPORT 2,000

CATHOLIC EXTENSION SOCIETY

150 SOUTH WACKER DRIVE SUITE 2000
CHICAGO,IL60606 		NONE CHARITY GENERAL SUPPORT 30,000

CATHOLIC LEADERSHIP INSTITUTE

301 LINDWOOD DRIVE
MALVERN,PA19355 		NONE CHARITY GENERAL SUPPORT 2,500

CATHOLIC RELIEF SERVICES - BALTIMORE

228 W LEXINGTON STREET
BALTIMORE,MD21201 		NONE CHARITY GENERAL SUPPORT 5,000

CATHOLICTV NETWORK

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

CATO INSTITUTE

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

CENTER FOR APPLIED RESEARCH IN THE APOSTOLATE

2300 WISCONSIN AVENUE NW
WASHINGTON,DC20007 		NONE CHARITY GENERAL SUPPORT 8,000

CENTER FOR CONSCIENTIOUS LEADERSHIP

707 MENLO AVENUE
MENLO PARK,CA94025 		NONE CHARITY GENERAL SUPPORT 2,500

CHAPEL & YORK US FOUNDATION INC

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

CHILD MIND INSTITUTE

1318 DULANEY VALLEY
BALTIMORE,MD21286 		NONE CHARITY GENERAL SUPPORT 2,500

CHURCH OF CHRIST THE KING

PO BOX 368 BLUE MILL ROAD
NEW VERNON,NJ07976 		NONE CHARITY GENERAL SUPPORT 20,000

COMMUNITY FOUNDATION OF NEW JERSEY

PO BOX 338
MORRISTOWN,NJ07963 		NONE CHARITY GENERAL SUPPORT 6,000

CONNIE DWYER BREAST CANCER FOUNDATION

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

CRISTO REY NETWORK

11 EAST ADAMS STREET SUITE 800
CHICAGO,IL60603 		NONE CHARITY GENERAL SUPPORT 95,000

CRISTO REY NEW YORK HIGH SCHOOL

112 EAST 106TH STREET
NEW YORK,NY10029 		NONE CHARITY GENERAL SUPPORT 11,351

DAMON RUNYON CANCER RESEARCH FOUNDATION

ONE EXCHANGE PLAZA 55 BROADWAY
SUITE 302
NEW YORK,NY10006 		NONE CHARITY GENERAL SUPPORT 1,000

DAVIESS COUNTY HISTORICAL SOCIETY & MUSEUM

212 E MAIN STREET
WASHINGTON,IN47501 		NONE CHARITY GENERAL SUPPORT 1,000

DC CENTRAL KITCHEN

PO BOX 417406
BOSTON,MA02241 		NONE CHARITY GENERAL SUPPORT 1,000

DELBARTON SCHOOL

230 MENDHAM ROAD
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 3,942

DIOCESE OF FALL RIVER

1627 K STREET NW SUITE1100
WASHINGTON,DC20006 		NONE CHARITY GENERAL SUPPORT 6,000

DIOCESE OF PATERSON - MISSION OFFICE

777 VALLEY ROAD
CLIFTON,NJ07014 		NONE CHARITY GENERAL SUPPORT 1,000

DIOCESE OF PATERSON

777 VALLEY ROAD
CLIFTON,NJ07013 		NONE CHARITY GENERAL SUPPORT 7,000

DOMINICAN NUNS OF SUMMIT

543 SPRINGFIELD AVENUE
SUMMIT,NJ07901 		NONE CHARITY GENERAL SUPPORT 2,500

DUKE CANCER INSTITUTE

DUMC 3624
DURHAM,NC27710 		NONE CHARITY GENERAL SUPPORT 1,000

EVA'S VILLAGE

393 MAIN STREET
PATERSON,NJ07501 		NONE CHARITY GENERAL SUPPORT 2,500

FADICA

PO BOX 33667
WASHINGTON,DC20033 		NONE CHARITY GENERAL SUPPORT 18,750

FAMILY OF SAINT SHARBEL USA

9340 BRAYMORE CIRCLE
FAIRFAX STATION,VA22039 		NONE CHARITY GENERAL SUPPORT 1,000

FIBROLAMELLAR CANCER FOUNDATION

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

FOCUS

PO BOX 17408
DENVER,CO80217 		NONE CHARITY GENERAL SUPPORT 10,000

FORDHAM UNIVERSITY

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

FOUNDATION FOR MORRISTOWN MEDICAL CENTER

475 SOUTH STREET
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 53,250

FRIENDS OF THE UNIVERSITY OF HONG KONG LTD

1321 SYDNEY DRIVE
SUNNYVALE,CA94087 		NONE CHARITY GENERAL SUPPORT 2,000

GEORGETOWN CLUB OF METROPOLITAN NEW YORK

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

GEORGETOWN UNIVERSITY - MCDONOUGH SCHOOL

2115 WISCONSIN AVENUE NW
WASHINGTON,DC20007 		NONE CHARITY GENERAL SUPPORT 5,000

GEORGETOWN UNIVERSITY - OFFICE OF MISSION & MINISTRY

108 HEALY HALL 37TH AND O STREETS
NW
WASHINGTON,DC20057 		NONE CHARITY GENERAL SUPPORT 7,500

GEORGETOWN UNIVERSITY - WALL STREET ALLIANCE

SCHOLARSHIP DINNER HEADQUARTERS
WASHINGTON,DC20007 		NONE CHARITY GENERAL SUPPORT 41,500

GEORGETOWN UNIVERSITY

2115 WISCONSIN AVENUE NW
WASHINGTON,DC20007 		NONE CHARITY GENERAL SUPPORT 60,000

GEORGIAN COURT UNIVERSITY

900 LAKEWOOD AVENUE
LAKEWOOD,NJ08701 		NONE CHARITY GENERAL SUPPORT 5,000

GILMAN FUND

DEVELOPMENT OFFICE 5407 ROLAND
AVENUE
BALTIMORE,MD21210 		NONE CHARITY GENERAL SUPPORT 1,000

GLAUCOMA RESEARCH FOUNDATION

251 POST STREET
SAN FRANCISCO,CA94105 		NONE CHARITY GENERAL SUPPORT 250

GOOD SHEPHERD PARISH - ST ELIZABETH CHURCH

PO BOX 1058
VINEYARD HAVEN,MA02568 		NONE CHARITY GENERAL SUPPORT 10,000

GREENLIGHT FUND INC

50 MILK STREET
BOSTON,MA02109 		NONE CHARITY GENERAL SUPPORT 50,000

HARDING LAND TRUST

PO BOX 576
NEW VERNON,NJ07976 		NONE CHARITY GENERAL SUPPORT 2,000

HARDING TOWNSHIP PBA LOCAL #340

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

HARVARD BUSINESS SCHOOL FUND

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

HARVARD CATHOLIC CENTER

230 MENDHAM ROAD
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 5,000

HARVARD GRADUATE SCHOOL OF EDUCATION

29 MOUNT AUBURN STREET
CAMBRIDGE,MA03138 		NONE CHARITY GENERAL SUPPORT 10,000

HOOVER INSTITUTION - STANFORD UNIVERSITY

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

HOPE CHICAGO INC

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

HOSPITAL FOR SPECIAL SURGERY FOUNDATION

2520 LEXINGTON AVENUE S
MENDOTA,MN63141 		NONE CHARITY GENERAL SUPPORT 1,000

IMMACULATE CONCEPTION HIGH SCHOOL

33 COTTAGE PLACE
MONTCLAIR,NJ07042 		NONE CHARITY GENERAL SUPPORT 2,000

INNER-CITY SCHOLARSHIP FUND INC

1011 FIRST AVENUE
NEW YORK,NY10022 		NONE CHARITY GENERAL SUPPORT 2,000

INTERVARSITY CHRISTIAN FELLOWSHIPUSA

28 WEST 44TH STREET SUITE 609
NEW YORK,NY10036 		NONE CHARITY GENERAL SUPPORT 1,000

IRISH ARTS CENTER

553 WEST 51ST STREET
NEW YORK,NY10019 		NONE CHARITY GENERAL SUPPORT 30,000

JERSEY 1ST

PO BOX 32
MORRISTOWN,NJ07963 		NONE CHARITY GENERAL SUPPORT 350

JESUIT REFUGEE SERVICE USA

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

KENT PLACE SCHOOL

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

LEADERSHIP ROUNDTABLE

810 OAK MEADOW DRIVE PO BOX 681315
FRANKLIN,TN37064 		NONE CHARITY GENERAL SUPPORT 10,000

LIFE CHOICES RESOURCE CENTER INC

320 WEST 57TH STREET
NEW YORK,NY10019 		NONE CHARITY GENERAL SUPPORT 1,000

MANHATTAN INSTITUTE

360 LEXINGTON AVENUE 3RD FLOOR
NEW YORK,NY10017 		NONE CHARITY GENERAL SUPPORT 1,000

MARTHA'S VINEYARD COMMUNITY FOUNDATION INC

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

MARTHA'S VINEYARD HOSPITAL

ONE HOSPITAL ROAD PO BOX 1477
OAK BLUFFS,MA02557 		NONE CHARITY GENERAL SUPPORT 20,000

MARYKNOLL FATHERS AND BROTHERS

PO BOX 305
MARYKNOLL,NY10545 		NONE CHARITY GENERAL SUPPORT 24,870

MARYKNOLL LAY MISSIONERS

PO BOX 307
MARYKNOLL,NY10545 		NONE CHARITY GENERAL SUPPORT 11,000

MISSION SUPPORT FOR THE CATHOLIC DIOCESE OF MERU

901 BEVERLY GARDEN DRIVE
METAIRIE,LA70010 		NONE CHARITY GENERAL SUPPORT 5,000

MOUNT SINAI HOSPITAL

ONE GUSTAVE L LEVY PLACE BOX 1049
NEW YORK,NY10029 		NONE CHARITY GENERAL SUPPORT 250

MUSEUM OF AMERICAN FINANCE

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

MV YOUTH

PO BOX 65
CHILMARK,MA02535 		NONE CHARITY GENERAL SUPPORT 27,000

NATIONAL MUSEUM OF RACING & HALL OF FAME

191 UNION AVENUE
SARATOGA SPRINGS,NY12866 		NONE CHARITY GENERAL SUPPORT 1,000

NEW VERNON VOLUNTEER FIRE DEPARTMENT

PO BOX 143
NEW VERNON,NJ07976 		NONE CHARITY GENERAL SUPPORT 500

NEW WAYS FOR AFRICA

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

NEW YORK PUBLIC RADIO - WQXR

PO BOX 1550
NEW YORK,NY10116 		NONE CHARITY GENERAL SUPPORT 100

NEW YORK ROAD RUNNERS

PO BOX 22171
NEW YORK,NY10087 		NONE CHARITY GENERAL SUPPORT 4,310

ORDER OF MALTA - AMERICAN ASSOCIATION

PO BOX 95000-1618
PHILADELPHIA,PA19195 		NONE CHARITY GENERAL SUPPORT 20,000

ORDER OF MALTA - FEDERAL ASSOCIATION

PO BOX 223132
CHANTILLY,VA20153 		NONE CHARITY GENERAL SUPPORT 2,960

OVERLOOK FOUNDATION

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

PAN-MASS CHALLENGE

77 4TH AVENUE
NEEDHAM,MA02494 		NONE CHARITY GENERAL SUPPORT 1,000

PATERSON EDUCATION FUND

422 BROADWAY
PATERSON,NJ07501 		NONE CHARITY GENERAL SUPPORT 2,500

PER SCHOLAS NEWARK

12 LOMBARDY STREET
NEWARK,NJ07102 		NONE CHARITY GENERAL SUPPORT 10,000

PILATES FOR PERFORMERS BY ALLIED PRODUCTIONS INC

PO BOX 20260
NEW YORK,NY10009 		NONE CHARITY GENERAL SUPPORT 1,000

PORTSMOUTH ABBEY SCHOOL

285 CORYS LANE
PORTSMOUTH,RI02871 		NONE CHARITY GENERAL SUPPORT 427,411

PRESIDENT AND FELLOWS OF HARVARD COLLEGE

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

READWORKS INC

PO BOX 24673
BROOKLYN,NY11202 		NONE CHARITY GENERAL SUPPORT 5,000

RENEW INTERNATIONAL

1232 GEORGE STREET
PLAINFIELD,NJ07062 		NONE CHARITY GENERAL SUPPORT 2,500

ROSEMONT COLLEGE

1400 MONTGOMERY AVENUE
BRYN MAWR,PA19010 		NONE CHARITY GENERAL SUPPORT 25,000

SAINT JOHN VIANNY CENTER

151 WOODBINE ROAD
DOWNINGTOWN,PA19335 		NONE CHARITY GENERAL SUPPORT 2,000

SAINT LOUIS ABBEY-SAINT LOUIS PRIORY SCHOOL

8924 SYLVANIA ST
LORTON,VA22079 		NONE CHARITY GENERAL SUPPORT 10,000

SAINT PAUL'S OUTREACH

2520 LEXINGTON AVENUE S
MENDOTA HEIGHTS,MN55120 		NONE CHARITY GENERAL SUPPORT 5,000

SAINT VINCENT ACADEMY

228 W MARKET STREET
NEWARK,NJ07103 		NONE CHARITY GENERAL SUPPORT 1,000

SCRIPPS RESEARCH INSTITUTE

10550 N TORREY PINES ROAD
LA JOLIA,CA92037 		NONE CHARITY GENERAL SUPPORT 500

SETON HALL UNIVERSITY

457 CENTRE STREET
SOUTH ORANGE,NJ07079 		NONE CHARITY GENERAL SUPPORT 15,000

SHERIFF'S MEADOW FOUNDATION

PO BOX 1088
VINEYARD HAVEN,MA02568 		NONE CHARITY GENERAL SUPPORT 1,000

SHRINE OF ST JOSEPH

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

SOAR

3025 4TH STREET NE SUITE 14
WASHINGTON,DC20017 		NONE CHARITY GENERAL SUPPORT 2,000

SOCIETY OF THE HOLY CHILD JESUS - AMERICAN PROVINCE

1341 MONTGOMERY AVENUE
ROSEMONT,PA19010 		NONE CHARITY GENERAL SUPPORT 2,500

SPRING STREET COMMUNITY DEVELOPMENT CORP

65 SPRING STREET
MORRISTOWN,NJ07960 		NONE CHARITY GENERAL SUPPORT 10,000

ST TERESA OF AVILA CHURCH

306 MORRIS AVENUE
SUMMIT,NJ07901 		NONE CHARITY GENERAL SUPPORT 15,000

STUDENT SPONSOR PARTNERS

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

SUMMIT HEALTH CARES

PO BOX 992
NEW PROVIDENCE,NJ07974 		NONE CHARITY GENERAL SUPPORT 1,000

THE ASPEN INSTITUTE

2300 N STREET
WASHINGTON,DC20037 		NONE CHARITY GENERAL SUPPORT 5,000

THE BRONX COMMUNITY FOUNDATION

557 GRAND CONCOURSE
BRONX,NY10451 		NONE CHARITY GENERAL SUPPORT 5,000

THE DREXEL FUND

325 CHESTNUT STREET
PHILADELPHIA,PA19104 		NONE CHARITY GENERAL SUPPORT 117,250

THE GARDEN STATE INITIATIVE

PO BOX 9180
MORRISTOWN,NJ07963 		NONE CHARITY GENERAL SUPPORT 23,000

THE JEREMY AND MEGAN HEALEY FAMILY FUND

GS PHILANTHROPY FUNDPO BOX 15203
ALBANY,NY12212 		NONE CHARITY CHARITABLE GRANT DONOR-ADVISED FUND TO SUPPORT PUBLIC CHARITIES. 100,000

THE JOHN AND MEGAN HAGERTY FAMILY FUND

GS PHILANTHROPY FUNDPO BOX 15203
ALBANY,NY12212 		NONE CHARITY CHARITABLE GRANT DONOR-ADVISED FUND TO SUPPORT PUBLIC CHARITIES. 100,000

THE LAND CONSERVANCY OF NEW JERSEY

PO BOX 223132
CHANTILLY,VA20153 		NONE CHARITY GENERAL SUPPORT 1,000

THE MICHAEL J FOX FOUNDATION FOR PARKIJNSON'S RESEARCH

GRAND CENTRAL STATION PO BOX 4777
NEW YORK,NY10163 		NONE CHARITY GENERAL SUPPORT 15,000

THE PACKER COLLEGIATE INSTITUTE

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

THE PECK SCHOOL

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

THE SCHOLARSHIP FUND FOR INNER-CITY CHILDREN

PO BOX 9500 171 CLIFTON AVENUE
NEWARK,NJ07104 		NONE CHARITY GENERAL SUPPORT 7,000

THE SOCIETY FOR THE PROPAGATION OF THE FAITH

PO BOX 96067
WASHINGTON,DC20038 		NONE CHARITY GENERAL SUPPORT 1,000

THE TRUSTEES OF RESERVATIONS

200 HIGH STEET 4TH FLOOR
BOSTON,MA02110 		NONE CHARITY GENERAL SUPPORT 1,000

TOUCH HEALTH

PO BOX 910
NEW YORK,NY10272 		NONE CHARITY GENERAL SUPPORT 2,000

TRI-COUNTY SCHOLARSHIP FUND

14 WEST MAIN STREET
MENDHAM BOROUGH,NJ07945 		NONE CHARITY GENERAL SUPPORT 62,500

UNIVERSITY OF PENNSYLVANIA

2929 WALNUT STREET SUITE 300
PHILADELPHIA,PA19104 		NONE CHARITY GENERAL SUPPORT 10,000

USA EAST PROVINCE OF THE SOCIETY OF JESUS INC

39 EAST 83RD STREET
NEW YORK,NY10028 		NONE CHARITY GENERAL SUPPORT 2,500

VINEYARD CONSERVATION SOCIETY

PO BOX 2189
VINEYARD HAVEN,MA02568 		NONE CHARITY GENERAL SUPPORT 250

VOICE OF THE FAITHFUL

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

WASHINGTON JESUIT ACADEMY

900 VARNUM STREET NE
WASHINGTON,DC20017 		NONE CHARITY GENERAL SUPPORT 2,500

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		NONE CHARITY GENERAL SUPPORT 200

WORD ON FIRE CATHOLIC MINISTRIES

PO BOX 97330
WASHINGTON,DC97330 		NONE CHARITY GENERAL SUPPORT 5,000
Total .................................right arrow 3a 2,011,894
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 ........... 		    14 170,834  
4 Dividends and interest from securities ....     14 158,589  
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 ............ 		    18 644,221  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aCANCELATION OF DEBT-UBIT 		  282      
bDIVIDEND THRU K-1S-UBIT   27 01    
cINTEREST INCOME THRU K-1S-UBIT   153 01    
dLONG-TERM THRU K-1S-QSBS     01   116,460
eLONG-TERM THRU K-1S-UBIT   -9,905 01    
fORDINARY INCOME (LOSS) THRU K-1S 531120 -3,340 01 20,240  
gOTHER INCOME (LOSS) THRU K-1S   -105 01 103,252  
hOTHER INCOME (PFIC)     01 23,089  
iOTHER PORTFOLIO INCOME   321 01 2,098  
jROYALTIES THRU K-1S UBIT   6 01    
kSECTION 1231 THRU K-1S   -105 01 -5  
lSHORT-TERM THRU K-1S-UBIT   46,082 01    
mOTHER INCOME -ANTHOS II     01 23,777  
12 Subtotal. Add columns (b), (d), and (e) .. 33,416 1,146,095 116,460
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,295,971
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 N/A
Form 990-PF (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:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 26,200 13,100   13,100

TY 2024 InvestmentsCorpBondsSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Name of Bond End of Year Book Value End of Year Fair Market Value
LONG POSITION II 1,119,231 1,109,159

TY 2024 InvestmentsCorpStockSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Name of Stock End of Year Book Value End of Year Fair Market Value
LONG POSITION II 927,768 944,492

TY 2024 InvestmentsOtherSchedule2
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ANTHOS CAPITAL II GB SERIES AIV, L.P. AT COST 33,778 4,549,663

TY 2024 OtherAssetsSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
ACCOLADE PARTNERS V LP 371,546 323,088 744,590
ACCOLADE PARTNERS VII-C 203,672 230,907 263,420
CARLYLE/RIVERSTONE TE PTRS III 1,262 -29,699 0
ECOR1 CAPITAL FUND QUALIFIED L 1,418,109 1,497,652 1,612,674
H&H AGILITY LLC 282,817 286,758 289,108
HEALEY ANTHOS HOLDINGS LLC 4,087,146 4,216,360 5,309,224
HIGHVISTA BIOTECH 2,086,779 2,472,772 3,034,192
HUFF ENERGY FUND 151,695 117,924 305,324
HUFF ENERGY FUND AIV1 345,497 248,720 796,415
IRONBOUND FILM & TELEVISION 0 0 80,437
KKR SPECIAL SITUATION FEEDER 254,383 226,389 201,325
REVERENCE CAPITAL PARTNERS OPP 274,796 150,416 782,488
REVERENCE CAPITAL PTRS OPP II 239,231 206,848 824,781
REVERENCE CAPITAL V 150,810 318,023 446,974
SILVER POINT CAPITAL OFFSHORE 262,042 262,042 2,275,934
TIFF P.E.P. 2007, LLC 50,526 42,926 101,521
TIFF P.E.P. 2009, LLC 136,959 136,749 36,935
TIFF P.E.P. 2010, LLC 149,143 146,383 155,465
TIFF SPECIAL OPPS FUND LLC 62,833 60,155 200,152


TY 2024 OtherExpensesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADR FEES 10,682 10,682   0
BANK FEES 355 355   0
BOND PREMIUM 10,152 10,152   0
CHARLES SCWAB FOREIGN TAXES 78 78   0
K-1 CHARITABLE CONTRIBUTIONS 124 124   0
K-1 COST DEPLETION FROM OIL/GAS 604 604   0
K-1 DEDUCTIONS- ROYALTY-UBTI 1 0   0
K-1 FOREIGN TAXES PAID 367 367   0
K-1 INTEREST EXPENSE 82,132 82,132   0
K-1 INTEREST EXPENSE -UBTI 9 0   0
K-1 OTHER DEDUCTIONS 158,685 158,685   0
K-1 PORTFOLIO DEDUCTIONS 11,598 11,598   0
K-1 PORTFOLIO DEDUCTIONS-UBTI 742 0   0
K-1 SECTION 179 DEDUCTION 13 13   0
K-1 SECTION 59(E)(2) EXP 9,401 9,401   0
K-1 SECTION 59(E)(2) EXP-UBTI 18 0   0
MEMBERSHIP DUES 2,830 0   2,830
OFFICE EXPENSE 3,905 0   3,905
TRAVEL 476 0   476
K-1 OTHER DEDUCTIONS-UBTI 43 0   0
LITURGICAL PRESS 770 0   770


TY 2024 OtherIncomeSchedule2
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
CANCELATION OF DEBT-UBIT 282   282
DIVIDEND THRU K-1S-UBIT 27 0 27
INTEREST INCOME THRU K-1S-UBIT 153 0 153
LONG-TERM THRU K-1S-QSBS 116,460   116,460
LONG-TERM THRU K-1S-UBIT -9,905 0 -9,905
ORDINARY INCOME (LOSS) THRU K-1S 16,900 20,240 16,900
OTHER INCOME (LOSS) THRU K-1S 103,147 103,252 103,147
OTHER INCOME (PFIC) 23,089 23,089 23,089
OTHER PORTFOLIO INCOME 2,419 2,098 2,419
ROYALTIES THRU K-1S UBIT 6 0 6
SECTION 1231 THRU K-1S -110 -5 -110
SHORT-TERM THRU K-1S-UBIT 46,082 0 46,082
OTHER INCOME -ANTHOS II 23,777 23,777 23,777


TY 2024 OtherIncreasesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Amount
ADJUSTMENT TO FUND BALANCE 30,349


TY 2024 OtherLiabilitiesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Description Beginning of Year - Book Value End of Year - Book Value
CREDIT CARDS 350 5,155


TY 2024 OtherProfessionalFeesSchedule
Name:
HEALEY FAMILY FOUNDATION
EIN:
13-3531967
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES 11,532 0   11,532
INVESTMENT MANAGEMENT FEES 4,748 4,748   0
LEGAL FEES 9,675 4,837   4,838
MANAGEMENT FEE 132,813 132,813   0
OTHER PROFESSIONAL EXPENSES 42,424 4,242   38,182