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
COMMUNITY HEALTH CONNECTIONS FOUNDATION
INC
Number and street (or P.O. box number if mail is not delivered to street address) 470 BROADWAY
  Room/suite
City or town
BAYONNE
State or province
NJ
Country  
ZIP or foreign postal code
07002
A Employer identification number

22-1508542
B Telephone number (see instructions)

2015226262
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)$12,149,609J 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 6,635 6,635  
4 Dividends and interest from securities... 270,565 270,565  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 901,436
b Gross sales price for all assets on line 6a 3,941,800
7 Capital gain net income (from Part IV, line 2)... 901,436
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
1,771 1,771  
12 Total. Add lines 1 through 11........ 1,180,407 1,180,407  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 204,618 0   203,642
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 19,900 0   19,819
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
20,966 0   20,966
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
100,632 84,760   15,872
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
14,163 2,660   0
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
18,034 0   18,011
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 378,313 87,420   278,310
25 Contributions, gifts, grants paid....... 565,000 565,000
26 Total expenses and disbursements. Add lines 24 and 25 ................ 943,313 87,420   843,310
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 237,094
b Net investment income (if negative, enter -0-) 1,092,987
c Adjusted net income (if negative, enter -0-)...  
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............. 17,384 63,443 63,443
2 Savings and temporary cash investments......... 158,692 270,981 270,981
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.......... 361 360 360
10a Investments—U.S. and state government obligations (attach schedule) 1,416,835 Click to see attachment
List of Attached Documents:
// Content
1,467,718 		1,467,718
b Investments—corporate stock (attach schedule)....... 5,458,117 Click to see attachment
List of Attached Documents:
// Content
5,561,210 		5,561,210
c Investments—corporate bonds (attach schedule)....... 1,802,379 Click to see attachment
List of Attached Documents:
// Content
1,067,043 		1,067,043
11 Investments—land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,663,441 Click to see attachment
List of Attached Documents:
// Content
3,718,854 		3,718,854
14 Land, buildings, and equipment: basis  
Less: accumulated depreciation (attach schedule)        
15 Other assets (describe )      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,517,209 12,149,609 12,149,609
Liabilities 17 Accounts payable and accrued expenses.......... 6,940 8,020
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 ) Click to see attachment
List of Attached Documents:
// Content
45,941 		Click to see attachment
List of Attached Documents:
// Content
51,418
23 Total liabilities (add lines 17 through 22)......... 52,881 59,438
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........... 11,464,328 12,090,171
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)..... 11,464,328 12,090,171
30 Total liabilities and net assets/fund balances (see instructions). 11,517,209 12,149,609
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
11,464,328
2
Enter amount from Part I, line 27a .....................
2
237,094
3
Other increases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
3
394,226
4
Add lines 1, 2, and 3 ..........................
4
12,095,648
5
Decreases not included in line 2 (itemize) Click to see attachment
List of Attached Documents:
// Content
5
5,477
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, line 29, column (b) ..
6
12,090,171
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 SALE OF PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,931,965   3,040,364 891,601
b 9,835     9,835
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       891,601
b       9,835
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 2 901,436
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 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 15,193
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 15,193
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 15,193
6 Credits/Payments:
a 2025 estimated tax payments and 2024 overpayment credited to 2025 6a 10,000
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 10,000
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 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed....... 9 5,193
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid... 10  
11 Enter the amount of line 10 to be: Credited to 2026 estimated tax   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. $ 0(2) On foundation managers.$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
NJ
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 addressN/A
14
The books are in care ofTHE FOUNDATION Telephone no. (201) 522-6262

Located at470 BROADWAYBAYONNENJ ZIP+407002
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)
Yes
 
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........
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
 
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 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
JOHN WEDEMEYER CHAIR AND TREASURER
2.50 		0 0 0
470 BROADWAY
BAYONNE,NJ07002
MAUREEN HURLEY BROWN SECRETARY
1.50 		0 0 0
470 BROADWAY
BAYONNE,NJ07002
FR JOSEPH F BARBONE TRUSTEE
1.00 		0 0 0
470 BROADWAY
BAYONNE,NJ07002
DONALD MONAHAN TRUSTEE
1.00 		0 0 0
470 BROADWAY
BAYONNE,NJ07002
DR KIERAN J AURORI DMD TRUSTEE
1.00 		0 0 0
470 BROADWAY
BAYONNE,NJ07002
LIVIA VAIANI EXECUTIVE DIRECTOR
40.00 		204,618 5,363 0
470 BROADWAY
BAYONNE,NJ07002
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000................... 0
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 arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................0
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
11,645,216
b
Average of monthly cash balances.......................
1b
275,581
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, 1b, and 1c).......................
1d
11,920,797
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
11,920,797
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
178,812
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,741,985
6
Minimum investment return. Enter 5% (0.05) of line 5 ................
6
587,099
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
587,099
2a
Tax on investment income for 2025 from Part V, line 5 .......
2a
15,193
b
Income tax for 2025. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
15,193
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
571,906
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
571,906
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
571,906
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
843,310
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
843,310
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 7 571,906
2 Undistributed income, if any, as of the end of 2025:
a Enter amount for 2024 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2025:
a From 2020......  
b From 2021...... 48,256
c From 2022...... 111,603
d From 2023...... 250,959
e From 2024...... 196,762
f Total of lines 3a through e ........ 607,580
4Qualifying distributions for 2025 from Part
XI, line 4: $ 843,310
a Applied to 2024, 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 2025 distributable amount..... 571,906
e Remaining amount distributed out of corpus 271,404
5 Excess distributions carryover applied to 2025. 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 5 878,984
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 2024. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
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) ....... 		0
8 Excess distributions carryover from 2020 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2026.
Subtract lines 7 and 8 from line 6a ...... 		878,984
10 Analysis of line 9:
a Excess from 2021 .... 48,256
b Excess from 2022 .... 111,603
c Excess from 2023 .... 250,959
d Excess from 2024 .... 196,762
e Excess from 2025 .... 271,404
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 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 (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

BRIDGES OUTREACH INC

120 MORRIS AVENUE
SUMMIT,NJ07901 		N/A   PROJECT CONNECT PROGRAM: ENDING HOMELESSNESS IN NEWARK AND SUMMIT, NJ VIA: STREET OUTREACH AND ENGAGEMENT, INTENSIVE CASE MANAGEMENT, HOUSING NAVIGATION AND PLACEMENT, AND HOUSING SUSTAINMENT AND SKILL BUILDING 50,000

CAPE VOLUNTEERS IN MEDICINE INC

423 ROUTE 9 N
CAPE MAY CH,NJ08210 		N/A   CLOSING GAPS IN CARE PROGRAM WILL ASSIST THE UNINSURED WITH ESTABLISHING AN ENVIRONMENT WHERE CHRONIC DISEASE PREVENTION AND/OR MANAGEMENT IS SOUGHT TO IMPROVE THE QUALITY OF LIFE 45,000

CAREGIVER VOLUNTEERS OF CENTRAL JERSEY - A FAITH IN ACTION PROGRAM

201 HOOPER AVENUE 1ST FLOOR NORTH
STE
TOMS RIVER,NJ08753 		N/A   EXPANDED THE SOCIAL VISITING PROGRAM TO REDUCE SENIOR ISOLATION BY PROVIDING FREE VOLUNTEER COMPANIONSHIP AND MEDICAL TRANSPORTATION, SUPPORTED THROUGH OUTREACH EFFORTS TO RECRUIT, TRAIN, AND ONBOARD NEW VOLUNTEERS FOR THE VOLUNTEER MEDICAL TRANSPORTATION PROGRAM 35,000

CHILD CARE RESOURCES OF MONMOUTH COUNTY

3301C ROUTE 66 PO BOX 1234
NEPTUNE,NJ07754 		N/A   DIAPER BANK PROGRAM: THE PROGRAM PRIORITIZES THE HEALTH AND HYGIENE OF CHILDREN, FILLING A GAP IN EXISTING CHILDCARE INITIATIVES AND HELPING TO PREVENT INFECTIONS WHILE REDUCING MEDICAL COSTS FOR BOTH FAMILIES AND THE GOVERNMENT 50,000

MARTY'S PLACE SENIOR DOG SANCTUARY INC

118 ROUTE 526
UPPER FREEHOLD TOWNSHI,NJ08501 		N/A   SAVING MORE SENIORS PROGRAM; TO SUPPORT THEIR FOSTER AND ADOPTION PROGRAMS WILL MAKE IT POSSIBLE FOR MORE DOG OWNERS TO EITHER KEEP THEIR DOGS IN THEIR HOMES OR CONFIDENTLY RELINQUISH THEM WHEN FACED WITH THE NEED TO REHOME THEM; FUNDING MEDICAL EXPENSES, AND FUNDING A FOSTER/ADOPTION PROGRAM COORDINATOR TO FIND NEW HOMES FOR SENIOR DOGS, WITH 75% OF THE FUNDING FOR DOG MEDICAL EXPENSES 100,000

MEETING ESSENTIAL NEEDS WITH DIGNITY INC (MEND)

PO BOX 1304
MAPLEWOOD,NJ07040 		N/A   THE MOVE PROGRAM EXPANDS AND STRENGTHENS MEND BY PARTNERING WITH OVER 30 COMMUNITY ORGANIZATIONS TO DELIVER MOBILE MARKETS AND HOME DELIVERIES THAT REDUCE FOODACCESS BARRIERS AND PROMOTE HEALTH EQUITY BY BRINGING FRESH, NUTRITIOUS FOOD DIRECTLY TO RESIDENTS IN ESSEX COUNTYS FOOD DESERT COMMUNITIES 60,000

MOUNT CARMEL GUILD OF TRENTON

73 N CLINTON AVE
TRENTON,NJ08609 		N/A   HOME HEALTH NURSING; GENERAL OPERATING SUPPORT TO SERVE MEDICALLY NEEDY AND LOW-INCOME INDIVIDUALS IN MERCER COUNTY, NJ, WHO REQUIRE ON-GOING CARE NOT COVERED BY THEIR MEDICARE BENEFITS AND NEED ASSISTANCE AT HOME MANAGING AILMENTS, MEDICAL INSTABILITY, COORDINATING FOR SOCIAL SERVICES NECESSARY 65,000

NEW JERSEY LEAGUE FOR NURSING INC

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

ST PETER'S HAVEN CORPORATION

380 CLIFTON AVE
CLIFTON,NJ07011 		N/A   GENTRAL OPERATING SUPPORT FOR MANAGING FOOD RELATED HEALTH ISSUES - FOOD PANTRY, HOMELESS FAMILY SHELTER SUPPORT, AND HOMELESS STREET OUTREACH 60,000
Total ................................. 3a 565,000
bApproved for future payment
Total ................................. 3b 0
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 ........... 		    14 6,635  
4 Dividends and interest from securities ....     14 270,565  
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 ............ 		    18 901,436  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aSECURITIES CLASS ACTION LITIGATION PROCEEDS 		    01 1,771  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,180,407 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,180,407
(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 AccountingFeesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BOOKKEEPING AND TAX PREPARATION SERVICES 20,966 0   20,966

TY 2025 InvestmentsCorpBondsSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Name of Bond End of Year Book Value End of Year Fair Market Value
AMAZON INC DTD 04/13/22 3.600 04/13/2032 43,632 43,632
ANTHEM INC DTD 11/21/17 3.650 12/01/2027 44,785 44,785
APPLE INC DTD 05/10/2023 4.300 05/10/2033 30,392 30,392
ASTRAZENECA FINANCE LLC DTD 02/26/24 4.850 02/26/2029 41,069 41,069
AT&T INC DTD 08/15/18 4.300 02/15/2030 35,044 35,044
BANK OF AMERICA CORP DTD 10/21/16 3.248 10/21/2027 39,628 39,628
BLACKROCK INC DTD 05/25/23 4.750 05/25/2033 35,807 35,807
BRISTOL-MYERS SQUIBB CO DTD 11/13/20 1.125 11/13/2027 38,189 38,189
BROADCOM INC DTD 07/11/25 5.200 07/15/2035 35,860 35,860
CAPITAL ONE FINANCIAL CO DTD 03/09/17 3.750 03/09/2027 34,896 34,896
CHEVRON CORP DTD 05/11/20 1.554 05/11/2025 26.000 SHRS 3,963 3,963
COMCAST CORP DTD 10/05/18 4.150 10/15/2028 45,243 45,243
CVS HEALTH CORP DTD 8/21/20 1.300 8/21/2027 38,264 38,264
DIGITAL REALTY TRUST LP DTD 08/07/17 3.700 08/15/2027 29,837 29,837
DOLLAR GENERAL CORP DTD 06/07/23 5.450 07/05/2033 20,739 20,739
DUKE ENERGY CAROLINAS DTD 01/05/24 4.850 01/15/2034 40,491 40,491
EQUINIX INC DTD 10/07/20 1.550 03/15/2028 9,486 9,486
FEDEX CORP DTD 04/29/21 2.400 05/15/2031 13,610 13,610
INGERSOLL RAND INC DTD 08/14/23 5.400 08/14/2028 31,010 31,010
INTEL CORP DTD 08/05/22 4.150 08/05/2032 19,285 19,285
JPMORGAN CHASE & CO DTD 10/23/23 10/23/2034 43,918 43,918
KINDER MORGAN INC DTD 02/01/24 5.400 02/01/2034 30,972 30,972
MARRIOTT INTERNATIONAL DTD 02/22/24 5.300 05/15/2034 36,098 36,098
MORGAN STANLEY DTD 01/20/17 3.625 01/20/2027 14,961 14,961
O'REILLY AUTOMOTIVE INC DTD 06/15/22 4.700 06/15/2032 45,390 45,390
PNC FINANCIAL SERVICES DTD 01/22/20 2.550 01/22/2030 18,821 18,821
ROYAL BANK OF CANADA DTD 04/27/21 1.200 04/27/2026 39,662 39,662
UNION PACIFIC CORP DTD 05/20/2021 2.375 05/20/2031 36,682 36,682
VIRGINIA ELEC & POWER CO DTD 01/08/24 5.000 01/15/2034 30,359 30,359
WALT DISNEY COMPANY/THE DTD 09/06/19 2.000 09/01/2029 37,400 37,400
WESTPAC BANKING CORP DTD 01/25/18 3.400 01/25/2028 39,682 39,682
MCCORMICK & CO DTD 10/08/24 4.700 10/15/2034 19,707 19,707
METLIFE INC DTD 07/12/23 5.375 07/15/2033 42,161 42,161

TY 2025 InvestmentsCorpStockSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC (ABBV) 158.000 SHRS 36,101 36,101
ABBVIE INC (ABBV) 18.000 SHRS 4,113 4,113
ADOBE INC (ADBE) 45.000 SHRS 15,750 15,750
ADVANCED MICRO DEVICES INC (AMD) 170.000 SHRS 36,407 36,407
AIRBUS SE (AIR.PA) 34.000 SHRS 1,969 1,969
ALLIANZ SE (ALV.DE) 55.000 SHRS 2,530 2,530
ALPHABET INC CL C (GOOGL) 330.000 SHRS 103,554 103,554
AMAZON.COM INC (AMZN) 407.000 SHRS 93,944 93,944
AMETEK INC COM (AME) 24.000 SHRS 4,927 4,927
ANALOG DEVICES INC (ADI) 7.000 SHRS 1,898 1,898
ANALOG DEVICES INC (ADI) 102.000 SHRS 27,662 27,662
APPLE INC (AAPL) 614.000 SHRS 166,922 166,922
ASML HOLDING N.V. 9.000 SHRS 9,629 9,629
ASML HOLDING N.V. 25.000 SHRS 26,747 26,747
ARCH CAPITAL GROUP LTD 58.000 SHRS 5,563 5,563
ARES MANAGEMENT CORPORATION (ARES) 51.000 SHRS 8,243 8,243
ASTRAZENECA PLC SPONSORED ADR 51.000 SHRS 4,688 4,688
AXA - ADR SPONSORED ADR 33.000 SHRS 1,584 1,584
BARCLAYS PLC - ADR 217.000 SHRS 5,523 5,523
BERKLEY W R CORP (WRB) 32.000 SHRS 2,244 2,244
BLACKROCK INC (BLK) 29.000 SHRS 31,040 31,040
BLACKSTONE INC (BX) 215.000 SHRS 33,140 33,140
BOEING CO (BA) 173.000 SHRS 37,562 37,562
BROADCOM INC (AVGO) 288.000 SHRS 99,677 99,677
BROOKFIELD ASSET MANAGEMENT LT 94.000 SHRS 4,925 4,925
BROOKFIELD CORP 586.000 SHRS 26,892 26,892
BROOKFIELD INFRASTRUCTURE CORP NEW 373.000 SHRS 16,934 16,934
BROOKFIELD RENEWABLE CORP 160.000 SHRS 6,134 6,134
BROWN & BROWN INC(BRO) 204.000 SHRS 16,259 16,259
CBRE GROUP INC (CBRE) 124.000 SHRS 19,938 19,938
CCC INTELLIGENT SOLUTIONS HOLD (CCC) 558.000 SHRS 4,436 4,436
CITIGROUP INC. (C) 403.000 SHRS 47,026 47,026
CME GROUP INCE (CME) 15.000 SHRS 4,096 4,096
COPART INC COM (CPRT) 460.000 SHRS 18,009 18,009
COSTAR GROUP, INC (CSGP) 190.000 SHRS 12,776 12,776
DEUTSCHE BOERSE AG 80.000 SHRS 2,103 2,103
DEUTSCHE POST AG 51.000 SHRS 2,789 2,789
DEUTSCHE TELEKOM AG - ADR SPONSORED ADR 97.000 SHRS 3,172 3,172
DOMINOS PIZZA INC COM 21.000 SHRS 8,753 8,753
DUKE ENERGY HOLDING CORP. COM (DUK) 21.000 SHRS 2,461 2,461
EATON CORP PLC 6.000 SHRS 1,911 1,911
EATON CORP PLC 81.000 SHRS 25,799 25,799
ELI LILLY & CO COM (LLY) 53.000 SHRS 56,958 56,958
ENTEGRIS INC (ENTG) 84.000 SHRS 7,077 7,077
EOG RESOURCES, INC (EOG) 31.000 SHRS 3,255 3,255
FAIR ISSAC, INC (FICO) 8.000 SHRS 13,525 13,525
FASTENAL CO (FAST) 164.000 SHRS 6,581 6,581
FLOOR & DECOR HOLDINGS INC (FND) 84.000 SHRS 5,115 5,115
GALLAGHER ARTHUR J & CO (AJG) 29.000 SHRS 7,505 7,505
GARMIN LTD 110.000 SHRS 22,314 22,314
GOLDMAN SACHS GROUP INC (GS) 5.000 SHRS 4,395 4,395
GRACO INC (GGG) 27.000 SHRS 2,213 2,213
HEICO CORP CL A (HEI.A) 117.000 SHRS 29,534 29,534
HILTON WORLDWIDE HOLDINGS INC (HLT) 96.000 SHRS 27,576 27,576
HILTON WORLDWIDE HOLDINGS INC (HLT) 109.000 SHRS 31,310 31,310
HITACHI LIMITED - ADR 74.000 SHRS 2,309 2,309
HOME DEPOT INC (HD) 81.000 SHRS 27,872 27,872
HYATT HOTELS CORP (H) 44.000 SHRS 7,054 7,054
IDEXX CORP (IDXX) 12.000 SHRS 8,118 8,118
INTERNATIONAL FLAVORS & FRAGRANCES (IFF) 30.000 SHRS 2,022 2,022
INVESCO BALANCED-RISK COMMODITY (IBRFX) 36,836 SHRS 254,168 254,168
ING GROEP N.V. - ADR 122.000 SHRS 3,416 3,416
JOHNSON & JOHNSON (JNJ) 23.000 SHRS 4,760 4,760
JPMORGAN CHASE & CO (JPM) 201.000 SHRS 64,766 64,766
KEURIG DR PEPPER INC (KDP) 100.000 SHRS 2,801 2,801
KEYSIGHT TECHNOLOGIES INC (KEYS) 140.000 SHRS 28,447 28,447
KKR & CO. INC. (KKR) 172.000 SHRS 21,927 21,927
LENNAR CORPORATION CLASS A COMMON (LEN) 81.000 SHRS 8,327 8,327
LIBERTY MEDIA CORP (FWONA) 44.000 SHRS 3,933 3,933
LIBERTY MEDIA CORP (FWONK) 77.000 SHRS 7,585 7,585
LIVE NATION ENTERTAINMENT INC (LYV) 141.000 SHRS 20,093 20,093
LOCKHEED MARTIN CORP (LMT) 5.000 SHRS 2,418 2,418
LOREAL - ADR 20.000 SHRS 1,713 1,713
LOWES COS INC (LOW) 19.000 SHRS 4,582 4,582
LVMH MOET HENNESSY UNSP ADR - ADR SPONSORED ADR 33.000 SHRS 4,977 4,977
MAGNUM ICE CREAM CO BV/THE 0.600 SHRS 10 10
MANULIFE FINANCIAL CORP 802.000 SHRS 29,097 29,097
MARSH & MCLENNAN COS INC (MMC) 38.000 SHRS 7,050 7,050
MARSH & MCLENNAN COS INC (MMC) 130.000 SHRS 24,118 24,118
MARTIN MARIETTA MATLS INC COM (MLM) 28.000 SHRS 17,434 17,434
MCDONALDS CORP (MCD) 8.000 SHRS 2,445 2,445
MCDONALDS CORP (MCD) 96.000 SHRS 29,340 29,340
MEDTRONIC, PLC 21.000 SHRS 2,017 2,017
META PLATFORMS INC (META) 3.000 SHRS 1,980 1,980
META PLATFORMS INC (META) 108.000 SHRS 71,290 71,290
MICROSOFT CORP (MSFT) 7.000 SHRS 3,385 3,385
MICROSOFT CORP (MSFT) 335.000 SHRS 162,013 162,013
MONDELEZ INTERNATIONAL INC (MDLZ) 42.000 SHRS 2,261 2,261
MONDELEZ INTERNATIONAL INC (MDLZ) 299.000 SHRS 16,095 16,095
MOODYS CORP (MCO) 8.000 SHRS 4,087 4,087
MOTOROLA SOLUTIONS INC (MSI) 79.000 SHRS 30,282 30,282
MSCI INC (MSCI) 19.000 SHRS 10,901 10,901
NESTLE S.A. REGISTERED SHARES - ADR SPONSORED ADR 19.000 SHRS 1,877 1,877
NETFLIX INC (NFLX) 233.000 SHRS 21,846 21,846
NEXTERA ENERGY, INC. (NEE) 39.000 SHRS 3,131 3,131
NORDEA BANK ABP 123.000 SHRS 2,328 2,328
NOVARTIS AG - ADR SPONSORED ADR 28.000 SHRS 3,860 3,860
NVIDIA CORP (NVDA) 270.000 SHRS 50,355 50,355
O'REILLY AUTOMOTIVE INC (ORLY) 252.000 SHRS 22,985 22,985
PEPSICO INC (PEP) 18.000 SHRS 2,583 2,583
PHILIP MORRIS INTERNATIONAL IN (PM) 11.000 SHRS 1,764 1,764
PROCORE TECHNOLOGIES INC (PCOR) 48.000 SHRS 3,492 3,492
PROCTER & GAMBLE CO (PG) 16.000 SHRS 2,293 2,293
QUALCOMM INC (QCOM) 28.000 SHRS 4,789 4,789
REGIONS FINL CORP NEW COM (RF) 753.000 SHRS 20,406 20,406
RIO TINTO PLC - ADR 29.000 SHRS 2,321 2,321
ROPER TECHNOLOGIES, INC. (ROP) 25.000 SHRS 11,128 11,128
ROSS STORES INC (ROST) 23.000 SHRS 4,143 4,143
RPM INTERNATIONAL INC (RPM) 17.000 SHRS 1,768 1,768
RTX CORP (RTX) 198.000 SHRS 36,313 36,313
RYAN SPECIALTY HOLDINGS INC (RYAN) 57.000 SHRS 2,943 2,943
SANOFI-AVENTIS 33.000 SHRS 1,599 1,599
SAP SE 12.000 SHRS 2,915 2,915
SIEMENS AG 16.000 SHRS 2,239 2,239
STARBUCKS CORP COM (SBUX) 199.000 SHRS 16,758 16,758
SUMITOMO TRUST AND BANKING COMPANY 176.000 SHRS 3,402 3,402
SUNCOR ENERGY INC NEW F 900.000 SHRS 39,924 39,924
TC ENERGY CORP 53.000 SHRS 2,916 2,916
TE CONNECTIVITY LTD 135.000 SHRS 30,714 30,714
THERMO FISHER SCIENTIFIC INC (TMO) 50.000 SHRS 28,973 28,973
TJX COMPANIES INC (TJX) 23.000 SHRS 3,533 3,533
TOKYO ELECTRON LIMITED 24.000 SHRS 2,666 2,666
TOKIO MARINE HOLDINGS INC 47.000 SHRS 1,738 1,738
TOTALENERGIES SE 586.000 SHRS 38,336 38,336
TRANSDIGM GROUP INC (TDG) 22.000 SHRS 29,257 29,257
TYLER TECHNOLOGIES INC (TYL) 20.000 SHRS 9,079 9,079
UNILEVER PLC - ADR SPONSORED ADR 380.445 SHRS 24,881 24,881
UNILEVER PLC - ADR SPONSORED ADR 53.333 SHRS 3,488 3,488
UNION PACIFIC CORP (UNP) 9.000 SHRS 2,082 2,082
UNION PACIFIC CORP (UNP) 120.000 SHRS 27,758 27,758
VEEVA SYSTEMS INC (VEEV) 53.000 SHRS 11,831 11,831
VEOLIA ENVIRONNEMENT 100.000 SHRS 1,736 1,736
VERALTO CORP (VLTO) 10.000 SHRS 998 998
VERISK ANALYTICS INC (VRSK) 12.000 SHRS 2,684 2,684
VINCI SA 74.000 SHRS 2,605 2,605
VULCAN MATERIALS COMPANY (VMC) 90.000 SHRS 25,670 25,670
WASTE CONNECTIONS, INC. 28.000 SHRS 4,910 4,910
WASTE MANAGEMENT INC (VM) 130.000 SHRS 28,562 28,562
WATERS CORP (WAT) 13.000 SHRS 4,938 4,938
WILLIAMS COS INC (WMB) 39.000 SHRS 2,344 2,344
WIX.COM LTD 15.000 SHRS 1,558 1,558
COCA COLA CO (KO) 47.000 SHRS 3,286 3,286
WALMART INC (WMT) 185.000 SHRS 20,611 20,611
BANK OF AMERICA CORP (BAC) 59.000 SHRS 3,245 3,245
BERKSHIRE HATHAWAY INC. (BRK.B) 53.000 SHRS 26,640 26,640
LPL FINANCIAL HOLDINGS INC (LPLA) 26.000 SHRS 9,286 9,286
MARKEL GROUP INC (MKL) 8.000 SHRS 17,197 17,197
TOAST INC (TOST) 72.000 SHRS 2,557 2,557
VISA INC-CLASS A SHRS (V) 106.000 SHRS 37,175 37,175
ABBOTT LABS (ABT) 201.000 SHRS 25,183 25,183
MERCK & CO INC NEW (MRK) 27.000 SHRS 2,842 2,842
UBER TECHNOLOGIES INC (UBER) 325.000 SHRS 26,556 26,556
XYLEM INC/NY (XYL) 115.000 SHRS 15,661 15,661
XYLEM INC/NY (XYL) 217.000 SHRS 29,551 29,551
APPFOLIO INC (APPF) 17.000 SHRS 3,955 3,955
LAM RESH CORP (LRCX) 245.000 SHRS 41,939 41,939
SALESFORCE INC (CRM) 10.000 SHRS 2,649 2,649
SALESFORCE INC (CRM) 90.000 SHRS 23,842 23,842
AIR PRODS & CHEMS INC COM (APD) 16.000 SHRS 3,952 3,952
EAGLE MATLS INC (EXP) 8.000 SHRS 1,653 1,653
ECOLAB INC (ECL) 84.000 SHRS 22,052 22,052
PERIMETER SOLUTIONS INC (PRM) 172.000 SHRS 4,735 4,735
AT & T INC (T) 115.000 SHRS 2,857 2,857
LIBERTY LIVE HOLDINGS INC (LLYVK) 30.000 SHRS 2,495 2,495
CRH PLC (CRH) 125.000 SHRS 15,600 15,600
AERCAP HOLDINGS N V (AER) 150.000 SHRS 21,564 21,564
ABBOTT LABORATORIES (ABT) 291.000 SHRS 36,459 36,459
ALPHABET INC CL A (GOOGL) 500.000 SHRS 156,500 156,500
AMAZON.COM INC (AMZN) 200.000 SHRS 46,164 46,164
AMERICAN EXPRESS CO (AXP) 73.000 SHRS 27,006 27,006
AMGEN INC (AMGN) 182.000 SHRS 59,570 59,570
ANALOG DEVICES INC (ADI) 125.000 SHRS 33,900 33,900
APPLE INC (AAPL) 444.000 SHRS 120,706 120,706
ASTRAZENECA PLC SPONSORED ADR (AZN) 275.000 SHRS 25,281 25,281
BROADCOM INC (AVGO) 250.000 SHRS 86,525 86,525
EXPAND ENERGY CORP (EXE) 150.000 SHRS 16,554 16,554
CORNING INC (GLW) 598.000 SHRS 52,361 52,361
COSTCO WHOLESALE CORP (COST) 41.000 SHRS 35,356 35,356
ESSEX PROPERTY TRUST INC (ESS) 98.000 SHRS 25,645 25,645
EXXON MOBIL CORP (XOM) 211.000 SHRS 25,392 25,392
GOLDMAN SACHS GROUP INC (GS) 79.000 SHRS 69,441 69,441
HOME DEPOT INC (HD) 131.000 SHRS 45,077 45,077
JPMORGAN CHASE & CO (JPM) 158.000 SHRS 50,911 50,911
JOHNSON & JOHNSON (JNJ) 180.000 SHRS 37,251 37,251
MASTERCARD INC CL A (MA) 63.000 SHRS 35,965 35,965
MICROSOFT CORP (MSFT) 349.000 SHRS 168,783 168,783
MOTOROLA SOLUTIONS INC (MSI) 87.000 SHRS 33,349 33,349
NASDAQ INC (NDAQ) 373.000 SHRS 36,229 36,229
NETFLIX INC (NFLX) 400.000 SHRS 37,504 37,504
NVIDIA CORP (NVDA) 3250.000 SHRS 606,125 606,125
S&P GLOBAL INC (SPGI) 62.000 SHRS 32,401 32,401
STRYKER CORP (SYK) 72.000 SHRS 25,306 25,306
TJX COS INC (TJX) 267.000 SHRS 41,014 41,014
VISA INC CL A (V) 234.000 SHRS 82,066 82,066
WASTE MANAGEMENT INC DEL (WM) 100.000 SHRS 21,971 21,971
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF (VIG) 2114.000 SHRS 464,615 464,615

TY 2025 InvestmentsGovtObligationsSch
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
US Government Securities - End of Year Book Value:

1,467,718
US Government Securities - End of Year Fair Market Value:

1,467,718
State & Local Government Securities - End of Year Book Value:


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


0


TY 2025 InvestmentsOtherSchedule2
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES MBS ETF (MBB) 725.000 SHRS FMV 69,035 69,035
ISHARES RUSSELL 2000 ETF (IWM) 494.000 SHRS FMV 121,603 121,603
PRINCIPAL PREFERRED SECURITIES FUND 18107.579 SHRS FMV 169,487 169,487
AVANTIS U S LARGE CAP VALUE ETF (AVLV) 700.000 SHRS FMV 53,039 53,039
AVANTIS EMERGING MARKETS EQUITY ETF (AVEM) 200.000 SHRS FMV 15,404 15,404
AVANTIS U S SMALL CAP VALUE ETF (AVUV) 250.000 SHRS FMV 25,495 25,495
AVANTIS U S EQUITY ETF (AVUS) 250.000 SHRS FMV 27,945 27,945
ISHARES 1-3 YR TREASURY BOND ETF (SHY) 2450.000 SHRS FMV 202,909 202,909
ISHARES IBONDS DECEMBER 2032 CORP ETF (IBDX) 19,038.000 SHRS FMV 486,040 486,040
ISHARES IBONDS DECEMBER 2031 CORP ETF (IBDW) 15,658.000 SHRS FMV 331,167 331,167
SPDR S&P 500 ETF (SPY) 538.000 SHRS FMV 366,873 366,873
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF (SPHY) 19,688.000 SHRS FMV 466,015 466,015
VANGUARD S&P 500 INDEX ETF (VOO) 550.000 SHRS FMV 344,922 344,922
VANGUARD MID CAP ETF (VO) 165.000 SHRS FMV 47,886 47,886
VANGUARD LARGE CAP ETF (VV) 1595.000 SHRS FMV 502,106 502,106
VANGUARD GROWTH ETF (VUG) 689.000 SHRS FMV 336,136 336,136
VANGUARD VALUE ETF (VTV) 800.000 SHRS FMV 152,792 152,792

TY 2025 OtherDecreasesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Amount
PROVISION FOR DEFERRED FEDERAL EXCISE TAX 5,477


TY 2025 OtherExpensesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
PAYROLL EXPENSES 1,825 0   1,825
OFFICE EXPENSE 1,809 0   1,809
COMPUTER EXPENSE 4,731 0   4,731
INSURANCE EXPENSE 2,932 0   2,932
TELEPHONE & INTERNET 1,434 0   1,434
DUES, SUBSCRIPTIONS & LICENSES 1,904 0   1,904
STORAGE 3,399 0   3,376


TY 2025 OtherIncomeSchedule2
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
SECURITIES CLASS ACTION LITIGATION PROCEEDS 1,771 1,771 1,771


TY 2025 OtherIncreasesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Amount
UNREALIZED GAIN ON INVESTMENTS 394,226


TY 2025 OtherLiabilitiesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX 45,941 51,418


TY 2025 OtherProfessionalFeesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES 84,760 84,760   0
GRANT MANAGEMENT FEES 15,872 0   15,872


TY 2025 TaxesSchedule
Name:
COMMUNITY HEALTH CONNECTIONS FOUNDATION
 
INC
EIN:
22-1508542
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN WITHHOLDING TAX 2,660 2,660   0
FEDERAL EXCISE TAXES PAID 11,503 0   0