Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2025
Open to Public Inspection
For calendar year 2025, or tax year beginning 01 - 01 2025, and ending 12 - 31, 20 25
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
IDAHO FALLS
State or province
ID
Country  
ZIP or foreign postal code
83403
A Employer identification number

82-0211282
B Telephone number (see instructions)

2085222368
C
G Check all that apply:

D 1. Foreign organizations, check here.............
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
H Check type of organization:
F
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)$14,014,078J 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 .................
3 Interest on savings and temporary cash investments 44,698 44,698 44,698
4 Dividends and interest from securities... 246,883 246,883 246,883
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 429,402
b Gross sales price for all assets on line 6a 4,183,073
7 Capital gain net income (from Part IV, line 2)... 429,402
8 Net short-term capital gain......... 25,480
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
87 87 87
12 Total. Add lines 1 through 11........ 721,070 721,070 317,148
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 24,475     24,475
15 Pension plans, employee benefits....... 7,843      
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......   14,531    
c Other professional fees (attach schedule)....   85,812    
17 Interest............... 59      
18 Taxes (attach schedule) (see instructions)...   15,460    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,400     2,400
21 Travel, conferences, and meetings....... 45,100      
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
14,753 5,122   1,000
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 94,630 120,925   27,875
25 Contributions, gifts, grants paid....... 834,076 834,076
26 Total expenses and disbursements. Add lines 24 and 25 ................ 928,706 120,925   861,951
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -207,636
b Net investment income (if negative, enter -0-) 600,145
c Adjusted net income (if negative, enter -0-)... 317,148
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2025)
Form 990-PF (2025)
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............. 104,602 65,352 65,352
2 Savings and temporary cash investments......... 222,264 509,456 509,456
3 Accounts receivable  
Less: allowance for doubtful accounts        
4 Pledges receivable  
Less: allowance for doubtful accounts        
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)  
Less: allowance for doubtful accounts        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,210,685 1,253,108 1,253,108
b Investments—corporate stock (attach schedule)....... 5,613,549 Click to see attachment
List of Attached Documents:
// Content
5,751,779 		5,751,779
c Investments—corporate bonds (attach schedule)....... 2,138,644 Click to see attachment
List of Attached Documents:
// Content
1,922,280 		1,912,280
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,337,535 Click to see attachment
List of Attached Documents:
// Content
4,556,103 		4,522,103
14 Land, buildings, and equipment: basis 14,489
Less: accumulated depreciation (attach schedule) 14,489      
15 Other assets (describe ) Click to see attachment
List of Attached Documents:
// Content
33,871 		Click to see attachment
List of Attached Documents:
// Content
12,599 		 
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,661,150 14,070,677 14,014,078
Liabilities 17 Accounts payable and accrued expenses.......... 5,747 5,641
18 Grants payable................. 988,312 548,073
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 ) Click to see attachment
List of Attached Documents:
// Content
6,544 		Click to see attachment
List of Attached Documents:
// Content
2,765
23 Total liabilities (add lines 17 through 22)......... 1,000,603 556,479
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 12,660,547 13,514,198
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here
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)..... 12,660,547 13,514,198
30 Total liabilities and net assets/fund balances (see instructions). 13,661,150 14,070,677
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
12,660,547
2
Enter amount from Part I, line 27a .....................
2
-207,636
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
1,136,044
4
Add lines 1, 2, and 3 ..........................
4
13,588,955
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
74,757
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
13,514,198
Form 990-PF (2025)
Form 990-PF (2025)
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 2025-01-01 2025-12-31
b BNY LT GAIN/LOSS P 2024-01-01 2025-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,343,102   1,317,622 25,480
b 2,834,754   2,436,049 398,705
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       25,480
b       398,705
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 429,402
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 25,480
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 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 8,342
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  
3 Add lines 1 and 2........................... 3 8,342
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,342
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 12,040
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,040
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
8 365
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10 3,333
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax3,333 Refunded 11  
For Refunded amount, also complete and attach Form 8050. See instructions.
Form 990-PF (2025)
Form 990-PF (2025)
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. $   (2) On foundation managers.$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$  
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)
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 2025 or the taxable year beginning in 2025? 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 addressWWW.CHCFOUNDATION.NET
14
The books are in care ofCHC FOUNDATION Telephone no. (208) 522-2368

Located at245 NORTH PLACE AVENUEIDAHO FALLSID ZIP+483403
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........
and enter the amount of tax-exempt interest received or accrued during the year ........
15
 
16 At any time during calendar year 2025, 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
Form 990-PF (2025)
Form 990-PF (2025)
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 ........
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 2025? .............
1d
 
 
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 2025, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2025?....................
2a
 
No
If "Yes," list the years 20, 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.
20, 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 2025 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 Form 4720, Schedule C, to determine
if the foundation had excess business holdings in 2025.).....................
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 2025? ..
4b
 
No
Form 990-PF (2025)
Form 990-PF (2025)
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 .........
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
000.00 		0 0 0
3585 SUN CIRCLE
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...................  
Form 990-PF (2025)
Form 990-PF (2025)
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 arrow  
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 N/A  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................  
Form 990-PF (2025)
Form 990-PF (2025)
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
13,379,053
b
Average of monthly cash balances.......................
1b
450,837
c
Fair market value of all other assets (see instructions)................
1c
23,235
d
Total (add lines 1a, 1b, and 1c).......................
1d
13,853,125
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
 
3
Subtract line 2 from line 1d.........................
3
13,853,125
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
207,797
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
13,645,328
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
682,266
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
682,266
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
8,342
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
8,342
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
673,924
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
673,924
6
Deduction from distributable amount (see instructions) .................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
673,924
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, line 26, column (d) ..........
1a
861,951
b
Program-related investments—total from Part VIII-B..................
1b
 
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
861,951
Form 990-PF (2025)
Form 990-PF (2025)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2024 		(c)
2024 		(d)
2025
1 Distributable amount for 2025 from Part X, line 7 673,924
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only.......  
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021......  
c From 2022...... 200,589
d From 2023......  
e From 2024...... 656,777
f Total of lines 3a through e ........ 857,366
4Qualifying distributions for 2025 from Part
XI, line 4: $ 861,951
a Applied to 2024, but not more than line 2a  
b Applied to undistributed income of prior years
(Election required—see instructions) ..... 		 
c Treated as distributions out of corpus (Election
required—see instructions) ........ 		 
d Applied to 2025 distributable amount..... 673,924
e Remaining amount distributed out of corpus 188,027
5 Excess distributions carryover applied to 2025.    
(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 1,045,393
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		 
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...... 		 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		 
e Undistributed income for 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		 
f Undistributed income for 2025. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2026 .......... 		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) ....... 		 
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		 
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		1,045,393
10 Analysis of line 9:
a Excess from 2021 ....  
b Excess from 2022 .... 200,589
c Excess from 2023 ....  
d Excess from 2024 .... 656,777
e Excess from 2025 .... 188,027
Form 990-PF (2025)
Form 990-PF (2025)
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 2025, enter the date of the ruling ......
 
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) 2025 (b) 2024 (c) 2023 (d) 2022
         
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, 3b, or 3c 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 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, 2b, 2c, and 2d. 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:
TWO GRANTING PERIODS PER YEAR IN 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 (2025)
Form 990-PF (2025)
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

THE ART MUSEUM OF EASTERN IDAHO

300 SOUTH CAPITAL AVENUE
IDAHO FALLS,ID83402 		    THE ART MUSEUM OF EASTERN IDAHO EDUC 150,000

EASTERN IDAHO COMMUNITY ACTION PART

PO BOX 51098
IDAHO FALLS,ID83402 		    REPLACE EXISTING HVAC SYSTEM. 110,000

FRIENDS OF THE MENAN ANNIS GRANT LI

616 N 3500 E
MENAN,ID83434 		    MENAN ANNIS GRANT LIBRARY BUILDING P 72,800

SALMON HOCKEY ASSOCIATION

808 LOMBARD ST
SALMON,ID83467 		    UPGRADE OUTDOOR ICE RINK 50,000

RIRIE SENIOR CITIZENS

PO BOX 515
RIRIE,ID83443 		    UPGRADE HVAC SYSTEM 32,340

BINGHAM COUNTY SENIOR CITIZEN CENTE

20 E PACIFIC STREET
BLACKFOOT,ID83221 		    PURCHASE OF 1 NEW MEALS ON WHEELS VE 32,000

CLAYTON AREA HISTORICAL SOCIETY

PO BOX 1
CLAYTON,ID83227 		    REPLACE ROOF 30,000

CLARK COUNTY AMBULANCE

332 W MAIN ST
DUBOIS,ID83423 		    PURCHASE MED-RESCUE ATV WITH MEDICAL 29,249

SALMON EDUCATION FOUNDATION

PO BOX 2438
SALMON,ID83467 		    LAST-MILE FUNDING ON NEW PREK-8 SCHO 20,000

TETON VALLEY YOUTH LACROSSE ASSOCIA

495 N 1ST ST
VICTOR,ID83455 		    INSTALLING ARTIFICIAL TURF FOR TVYLA 20,000

IDAHO FALLS YOUTH HOCKEY ASSOCIATIO

PO BOX 3000
IDAHO FALLS,ID83404 		    NEW EQUIPMENT AND SUPPLIES 18,000

CITY OF SALMON

200 MAIN ST
SALMON,ID83467 		    RENOVATION OF GIRLS' SOFTBALL FIELD 15,520

CUSTER COUNTY COMMISSIONERS

PO BOX 385
CHALLIS,ID83226 		    NORTH CUSTER RODEO GROUNDS TRACTOR 15,000

CUSTER SOIL AND WATER CONSERVATION

PO BOX 305
CHALLIS,ID83226 		    CHALLIS CEMETERY IRRIGATION WELL PRO 15,000

EDGEMONT ELEMENTARY SCHOOL SD91

1240 AZALEA DRIVE
IDAHO FALLS,ID83404 		    EDGEMONT ELEMENTARY PLAYGROUND 15,000

IDAHO FALLS RESCUE MISSION (IFRM)

840 PARK AVE
IDAHO FALLS,ID83402 		    PURCHASE A CARGO VAN FOR TRANSPORTIN 15,000

TETON VALLEY HEALTH CARE FOUNDATION

PO BOX 419
DRIGGS,ID83422 		    EXPANDING ACCESS TO RURAL SURGICAL C 15,000

NORTH FREMONT FIRE DISTRICT INC

PO BOX 846
ASHTON,ID83420 		    OPERATION CLEAR SIGNAL 14,975

SNAKE RIVER YOUTH PERFORMING ARTS

3802 SHALE AVE
IDAHO FALLS,ID83401 		    SNAKE RIVER YOUTH PERFORMING ARTS EX 11,878

BONNEVILLE COUNTY SHERIFF'S OFFICE

605 N CAPITAL
IDAHO FALLS,ID83402 		    THERAPY DOG PROGRAM 11,687

MUSEUM OF IDAHO

200 N EASTERN AVE
IDAHO FALLS,ID83402 		    MUSEUM OF IDAHO POCKET PARK 11,000

COLLEGE OF EASTERN IDAHO FOUNDATION

1600 S 25TH ST
IDAHO FALLS,ID83404 		    IMPROVING DIAGNOSTIC TRAINING AT CEI 10,000

HENRY'S FORK FOUNDATION

PO BOX 550
ASHTON,ID83420 		    SOUTH FORK INITIATIVE FIELD VEHICLE 10,000

HOSPICE OF EASTERN IDAHO

1810 MORAL ST
IDAHO FALLS,ID83404 		    PAINT EXTERIOR OF OFFICE BUILDING. 10,000

IDAHO FALLS YOUTH HOCKEY ASSOCIATIO

PO BOX 3000
IDAHO FALLS,ID83404 		    IFYHA GOALIE GEAR FOR GOALIE ACADEMY 10,000

SNAKE RIVER ANIMAL SHELTER

3000 LINDSAY BLVD
IDAHO FALLS,ID83402 		    A PAW-SITIVE UPGRADE 10,000

IDAHO FALLS SYMPHONY

440 N CAPITAL AVE SUITE
IDAHO FALLS,ID83402 		    BOARD ROOM TRANSFORMATION PROJECT 9,570

WHITEWATER THERAPEUTIC AND RECREATI

516 MAIN 172
SALMON,ID83467 		    PURCHASE SHELTERS. 7,800

YOUTH EMPLOYMENT PROGRAM INC

601 LENA SUITE A
SALMON,ID83467 		    PURCHASE A CARGO TRAILER WITH TOOLS 7,500

IDAHO FALLS ARTS COUNCIL

498 A STREET
IDAHO FALLS,ID83402 		    HARDWARE UPGRADE FOR ARTITORIUM 7,000

RIGBY HIGH SCHOOL

3833 RIGBY HIGH LN
RIGBY,ID83442 		    PURCHASE BOOKS TO FILL IN LIBRARY GA 7,000

FREMONT COUNTY HISTORICAL SOCIETY

4275 E 1400 N
ASHTON,ID83420 		    REPLACEMENT OF WINDOWS AT MUSEUM 6,500

PROMISE RIDGE

288 NORTH RIDGE
IDAHO FALLS,ID83402 		    BUNK BED REPLACEMENT 6,500

TETON VALLEY COLLABORATIVE FOR EARL

PO BOX 803
DRIGGS,ID83422 		    GUTTERS AND HEAT TAPE PROJECT FOR GA 6,215

MOUNTAIN BIKE THE TETONS

PO BOX 433
DRIGGS,ID83422 		    PURCHASE EQUIPMENT TO HELP ADDRESS B 5,715

COMMUNITY RESOURCE CENTER OF TETON

PO BOX 1519
DRIGGS,ID83422 		    CASE MANAGEMENT PROGRAM: CAPITAL IMP 3,016

CHALLIS ARTS COUNCIL

PO BOX 1131
CHALLIS,ID83226 		    REPLACE PROPANE FURNACE WITH HEATING 3,000

LEMHI COUNTY HISTORICAL SOCIETY

210 MAIN STREET
SALMON,ID83467 		    CONSTRUCT A GATE IN CONNECTING WALKW 3,000

BALLET ETUDE ACADEMY INC

57 E MAIN STREET 8
REXBURG,ID83440 		    NUTCRACKER COSTUMES FOR COMMUNITY PE 2,000

CITY OF REXBURG

35 N 1ST E
REXBURG,ID83440 		    CONDUCTOR'S PODIUM 2,000

NORTH FREMONT HIGH SCHOOL

3581 E 1300 N
ASHTON,ID83420 		    PURCHASE NEW BASEBALL JERSEYS 1,911

ARCO VFW POST 7137

PO BOX 537
ARCO,ID83213 		    FLAG RETIREMENT DROP BOX 900
Total ................................. 3a 834,076
bApproved for future payment
Total ................................. 3b  
Form 990-PF (2025)
Form 990-PF (2025)
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 ........... 		    18 44,698  
4 Dividends and interest from securities ....     18 246,883  
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 ............ 		        429,402
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aVALEANT SECURITIES SETTLEME 		        87
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..   291,581 429,489
13Total. Add line 12, columns (b), (d), and (e)..................
13
721,070
(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 (2025)
Form 990-PF (2025)
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.
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Preparer's name Preparer's Signature Date Check if self-
employed 		PTIN
Firm's name
Firm's EIN
Firm's address


Phone no.
Form 990-PF (2025)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2025 InvestmentsCorpBondsSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Name of Bond End of Year Book Value End of Year Fair Market Value
BNY MELLON FLOATING RATE INCOME FUND 314,113 314,113
BNY MELLON BOND FUND 266,002 266,002
DOUBLELINE CORE FIXED INCOME FUND 197,674 197,674
TCW EMERGING MARKETS INCOME FUND 141,812 141,812
TRUIST FINANCIAL 31,923 31,923
LLOYDS BANKING GROUP 31,584 31,584
SUMITOMO MITSUI 31,397 31,397
BRISTOL MYERS SQUIBB CO 31,238 21,238
BANK OF MONTREAL 30,760 30,760
MORGAN STANLEY 30,625 30,625
INTEL CORP 30,566 30,566
JP MORGAN CHASE 30,561 30,561
BARCLAYS PLC 30,534 30,534
KLA CORP 30,437 30,437
HSBC HOLDINGS 30,315 30,315
US BANCORP 30,225 30,225
GOLDMAN SACHS GROUP 30,062 30,062
TORONTO DOMINION BANK 29,942 29,942
META PLATFORMS 29,941 29,941
CANADIAN IMPERIAL BANK 29,848 29,848
VERIZON COMMUNICATIONS 29,771 29,771
ORACLE CORP 29,405 29,405
DEUTSCHE BANK 26,174 26,174
WELLS FARGO 25,888 25,888
COMCAST CORP 25,765 25,765
ROYAL BANK OF CANADA 25,738 25,738
PNC FINANCIAL 25,578 25,578
ROYAL BANK OF SCOTLAND 25,553 25,553
ANHEUSER-BUSCH INBEV 25,504 25,504
JOHN DEERE CAPITAL 25,479 25,479
PFIZER INVESTMENT ENTERPRISE 25,265 25,265
TARGET CORP 25,247 25,247
BP CAPITAL MARKETS AMERICA 25,161 25,161
BANK OF AMERICA CORP 25,100 25,100
GLAXOSMITHKLINE 25,020 25,020
AT&T INC 25,011 25,011
COOPERATIVE RABOBANK 24,943 24,943
CITIGROUP INC 24,774 24,774
SHELL INTERNATIONAL FINANCE 23,706 23,706
HOME DEPOT INC 23,639 23,639
BAXTER INTERNATIONAL INC    
BNY MELLON OTHER    
CREDIT SUISSE    
HOWMET    
HUBBELL INC    
ROYAL CARIBBEAN CRUISES    

TY 2025 InvestmentsCorpStockSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Name of Stock End of Year Book Value End of Year Fair Market Value
NVIDIA CORP ( NVDA ) 546,445 546,445
MICROSOFT CORPORATION 406,241 406,241
ALPHABET, INC. 353,377 353,377
APPLE INC 330,310 330,310
AMAZON.COM INC. 275,137 275,137
BROADCOM INC ( AVGO ) 141,555 141,555
BERKSHIRE HATHAWAY INC DEL CL B ( BR 130,689 130,689
META PLATFORMS INC (META) 121,457 121,457
JOHNSON & JOHNSON ( JNJ) 120,445 120,445
JP MORGAN CHASE & CO ( JPM 113,099 113,099
GOLDMAN SACHS GROUP INC/THE 105,480 105,480
THERMO FISHER SCIENTIFIC INC. ( TMO 103,142 103,142
CISCO SYSTEMS INC 100,909 100,909
BANK OF AMERICA CORPORATION 92,950 92,950
MEDTRONIC, PLC ADR 92,218 92,218
HUBBELL INC COM HUBB) 88,378 88,378
HARRIS CORPORATION 76,622 76,622
HOWMET AEROSPACE INC ( HWM) 75,447 75,447
EXXON MOBIL CORP ( XOM ) 75,092 75,092
ESTEE LAUDER COMPANIES CLASS A ( EL 68,068 68,068
SYNOPSYS INC ( SNPS L 67,640 67,640
GILEAD SCIENCES INC 65,666 65,666
ASSURANT INC 65,030 65,030
THE WALT DISNEY COMPANY 62,118 62,118
CONSTELLATION ENERGY 58,996 58,996
HUMANA INC ( HUM L 58,654 58,654
FREEPORT MCMORAN COPPER & GOLD INC 57,901 57,901
AMETEK INC 57,897 57,897
CRH PLC 55,037 55,037
LAS VEGAS SANDS CORP 54,676 54,676
E Q T CORPORATION 50,384 50,384
VOYA FINANCIAL INC 45,439 45,439
DOMINION RES INC VA NEW ( D ) 45,114 45,114
NETFLIX COM INC 45,005 45,005
VERALTO CORPORATION 45,001 45,001
OLD REPUBLIC INTL CORP ( ORI ) 43,358 43,358
UNITEDHEALTH GROUP INC ( UNH ) 42,914 42,914
OMNICOM GROUP INC 42,798 42,798
TRANE TECHNOLOGIES PUBLIC LIMITED CO 42,423 42,423
C S X CORP ( CSX ) 42,413 42,413
DOVER CORP ( DOV ) 42,367 42,367
E QT CORPORATION ( EQT ) 42,205 42,205
CAPITAL ONE FINANCIAL CORPORATION ( 42,171 42,171
SERVICENOW, INC. ( NOW ) 42,127 42,127
APPLIED MATERIALS INC ( AMAT ) 41,889 41,889
NEWMONT MINING CORP ( NEM ) 40,939 40,939
FIRST HORIZON NATIONAL CORP 40,869 40,869
AON PLC 39,170 39,170
COMERICA INC ( CMA ) 39,119 39,119
MASTERCARD INC (MA) 38,249 38,249
AXON ENTERPRISE, INC. ( AXON ) 36,915 36,915
DIAMONDBACK ENERGY INC 36,681 36,681
CME GROUP INC 36,593 36,593
SPOTIFY TECHNOLOGY S.A (SPOT) 36,585 36,585
CHEWY, INC 35,694 35,694
REPLIGEN CORP ( RGEN ) 34,575 34,575
COSTAR GROUP INCE 34,292 34,292
ILLUMINA INC ( ILMN ) 33,839 33,839
PFIZER INC ( PFE ) 33,615 33,615
DELTA AIR LINES INC ( DAL ) 32,618 32,618
CASEYS GENERAL STORES INC ( CASY ) 32,057 32,057
FORD MOTOR COMPANY ( F ) 31,882 31,882
INTUITIVE SURGICAL INC 31,716 31,716
DOLBY LABORATORIES INC ( DLB ) 30,826 30,826
CUMMINS INC ( CMI ) 30,117 30,117
SHOPIFY INC ( SHOP ) 30,101 30,101
HUBSPOT, INC. ( HUBS ) 30,098 30,098
INTERNATIONAL PAPER 29,543 29,543
TEXAS INSTRUMENTS INC ( TXN ) 29,493 29,493
GE VERNOVA LLC 29,411 29,411
BRISTOL MEYERS SQUIBB CO 29,128 29,128
SCHWAB CHARLES CORP NEW ( SCHW ) 28,974 28,974
PHILLIPS 66 28,518 28,518
IDEXX LABS INC ( IDXX ) 28,414 28,414
AT&T INC 27,076 27,076
AMERICAN INTERNATIONAL GROUP INC 26,521 26,521
BENTLEY SYSTEMS INC I BSY ) 26,334 26,334
MARATHON PETROLEUM CORP ( MPC ) 25,533 25,533
3M CO    
ALCON INC    
ALIGN TECHNOLOGY INC ( ALGN)    
ALLSTATE CORP    
BECTON DICKINSON & CO    
BIO-TECHNE CORP    
CONOCOPHILLIPS    
DANAHER CORP    
GENERAL MOTORS CO    
INGERSOLL RAND INC    
INTEL CORP    
JOHNSON CTLS INTL PLC    
JP MORGAN CHASE & CO    
KENVUE INC    
LABCORP HOLDING INC    
LULULEMON ATHLETICA INC    
METLIFE INC    
MONGODB INC    
PHILIP MORRIS INTERNATIONAL INC    
RENAISSANCE RE HLDGS LTD ADR ( RNR )    
ROPER INDUSTRIES    
SANOFI-AVENTIS ADR ( SNY )    
SAREPTA THERAPEUTICS, INC. ( SRPT )    
SQUARE, INC. ( SQ )    
UBER TECHNOLOGIES, INC, (UBER)    
WALNUT STREET GROUP HOLDING LIMITED    
ZOETIS INC    

TY 2025 InvestmentsOtherSchedule2
Name:
CHC FOUNDATION
EIN:
82-0211282
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ALCON, INC. (ALC)   41,769 41,769
BNY MELLON GLOBAL REAL RETURN FUND F   176,088 176,088
BNY MELLON INTERNATIONAL STOCK INDEX   443,834 443,834
BOSTON PARTNERS LONG/SHORT RESEARCH      
EMERGING MARKETS CORE EQUITY FUN   513,026 513,026
GATEWAY FUND FMV   127,909 127,909
GOLDMAN SACHS ABSOLUTE RETURN TRACKE   107,696 107,696
ISHARES CORE MSCI EMERGING MARKETS F   137,801 103,801
ISHARES MSCI EAFE INDEX FD FMV   576,180 576,180
ISHARES MSCI EAFE SMALL CAP INDEX FU   251,973 251,973
ISHARES RUSSELL 2000 INDEX FUND FMV   183,389 183,389
ISHARES RUSSELL MIDCAP INDEX FUND FM   761,496 761,496
ISHARES TR 400 FMV   495,000 495,000
ISHARES TR S & P SMALLCAP 600 FMV   400,199 400,199
NEUBERGER BERMAN LONG SHORT FUND FMV   303,905 303,905
VANGUARD REAL ESTATE ETF FMV   35,838 35,838

TY 2025 LandEtcSchedule2
Name:
CHC FOUNDATION
EIN:
82-0211282
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
COPIER 7,671 7,671    
COMPUTER 5,429 5,429    
COMPUTER 1,200 1,200    
FAX MACHINE 189 189    


TY 2025 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 33,871 12,599  


TY 2025 OtherDecreasesSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Description Amount
UNREALIZED GAIN/LOSSES 74,757


TY 2025 OtherExpensesSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXPENSES        
OFFICE SUPPLY & EXPENSE 9,065      
FOREIGN TAX PAID   5,122    
INSURANCE 3,423      
TELEPHONE 1,265      
ADVERTISING 1,000     1,000


TY 2025 OtherIncomeSchedule2
Name:
CHC FOUNDATION
EIN:
82-0211282
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
VALEANT SECURITIES SETTLEMENT 87 87 87


TY 2025 OtherIncreasesSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Description Amount
UNREALIZED GAIN/LOSS ON INVESTMENTS 1,122,426
UNUSED GRANT FUNDS RETURNED 13,618


TY 2025 OtherLiabilitiesSchedule
Name:
CHC FOUNDATION
EIN:
82-0211282
Description Beginning of Year - Book Value End of Year - Book Value
TAXES PAYABLE 6,544 2,765