Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 07-01-2024 , and ending 06-30-2025
Name of foundation
Chase Home for Children
 
Number and street (or P.O. box number if mail is not delivered to street address)698 Middle Road
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Portsmouth, NH03801
A Employer identification number

02-2229190
B Telephone number (see instructions)

(603) 436-2216
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$11,290,841
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 4,846
2 Check right arrow.............
3 Interest on savings and temporary cash investments 44 44  
4 Dividends and interest from securities... 221,096 221,096  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 302,014
b Gross sales price for all assets on line 6a 1,040,794
7 Capital gain net income (from Part IV, line 2)... 302,014
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).......      
12 Total. Add lines 1 through 11........ 528,000 523,154 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 14,587 0 0 14,587
b Accounting fees (attach schedule)....... 30,674 0 0 30,674
c Other professional fees (attach schedule).... 42,004 42,004 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 9,000 0 0 0
19 Depreciation (attach schedule) and depletion... 30,768 0 30,768
20 Occupancy.............. 57,260 0 0 57,260
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 668 0 0 668
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 184,961 42,004 30,768 103,189
25 Contributions, gifts, grants paid....... 271,458 271,458
26 Total expenses and disbursements. Add lines 24 and 25 456,419 42,004 30,768 374,647
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 71,581
b Net investment income (if negative, enter -0-) 481,150
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 456,671 623,791 623,791
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 773,255 Click to see attachment
List of Attached Documents:
// Content
727,194
727,194
b Investments—corporate stock (attach schedule)....... 6,693,596 Click to see attachment
List of Attached Documents:
// Content
7,228,169
7,228,169
c Investments—corporate bonds (attach schedule)....... 1,808,363 Click to see attachment
List of Attached Documents:
// Content
1,823,889
1,823,889
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 11,788 Click to see attachment
List of Attached Documents:
// Content
11,788
11,788
14 Land, buildings, and equipment: basis right arrow1,807,746
Less: accumulated depreciation (attach schedule) right arrow931,736 906,778 876,010 876,010
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,650,451 11,290,841 11,290,841
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 240,000 240,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
22,885
Click to see attachment
List of Attached Documents:
// Content
33,557
23 Total liabilities (add lines 17 through 22)......... 262,885 273,557
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 9,399,261 9,948,717
25 Net assets with donor restrictions............ 988,305 1,068,567
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,387,566 11,017,284
30 Total liabilities and net assets/fund balances (see instructions). 10,650,451 11,290,841
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
10,387,566
2
Enter amount from Part I, line 27a .....................
2
71,581
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
558,137
4
Add lines 1, 2, and 3 ..........................
4
11,017,284
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
11,017,284
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities P    
b
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 1,040,794   738,780 302,014
b
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       302,014
b
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 2 302,014
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 6,688
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 6,688
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 6,688
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 6,297
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 8,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,297
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 7,609
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow7,609 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNH
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
Yes
 
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowwww.ChaseHome.org
14
The books are in care ofright arrowBen Wheeler Telephone no.right arrow (603) 436-2216

Located atright arrow698 Middle RoadPortsmouthNH ZIP+4right arrow03801
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
David Splaine President/Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
Ben Wheeler Treasurer/Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
Phil Pettis Secretary/Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
Ted Alex Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
Lisa Destefano Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
John Hebert Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
Michael Magnant Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
Rev Jennifer Mazur Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
Jay McSharry Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
John Ricci Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
Katie Sears Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
Reverand Robert Stevens Trustee
1.00
0 0 0
698 Middle Road
Portsmouth,NH03801
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position
(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation
(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1 Organization supports a residential home for teenage children which provides therapeutic services to children and families. 160,957
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
9,511,559
b
Average of monthly cash balances.......................
1b
532,623
c
Fair market value of all other assets (see instructions)................
1c
11,788
d
Total (add lines 1a, b, and c).........................
1d
10,055,970
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
10,055,970
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
150,840
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
9,905,130
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
495,257
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
495,257
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
6,688
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
6,688
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
488,569
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
488,569
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
488,569
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
374,647
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
0
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
374,647
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 488,569
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 215,829
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 374,647
a Applied to 2023, but not more than line 2a 215,829
b Applied to undistributed income of prior years
(Election required—see instructions).....
0
c Treated as distributions out of corpus (Election
required—see instructions)........
0
d Applied to 2024 distributable amount..... 158,818
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b ..........
0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
0
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
329,751
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
0
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024....  
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

The Chase Home

698 Middle Road
Portsmouth,NH03801
  PC Operational Support 271,458
Total .................................right arrow 3a 271,458
bApproved for future payment

The Chase Home
698 Middle Road
Portsmouth,NH03801
  PC Operational Support 240,000
Total ................................. right arrow 3b 240,000
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 44  
4 Dividends and interest from securities ....     14 221,096  
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 ............
    18 302,014  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 523,154 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
523,154
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow
PTIN
Firm's name Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
Chase Home for Children
EIN:
02-2229190
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Accounting Fees 30,674 0 0 30,674

TY 2024 GeneralExplanationAttachment
Name:
Chase Home for Children
EIN:
02-2229190
Identifier Return Reference Explanation
  Form 990-PF, Page 5, Part VII-A, Line 11 Name of Controlled Entity: The Chase HomeEIN: 82-3657987Address: 698 Middle Road Portsmouth, NH 03801Excess Business Holding: NoDescription of Transfer: Grants and other support to related organization for operational supportTotal amount of Transfers: 209,266

TY 2024 InvestmentsCorpBondsSchedule
Name:
Chase Home for Children
EIN:
02-2229190
Name of Bond End of Year Book Value End of Year Fair Market Value
83000 Shares of APPLE INC 3.350% 02/09/27 82,142 82,142
45000 Shares of BANK OF NEW YORK 3.000% 10/30/2028 43,339 43,339
88000 Shares of DISNEY WALT CO 2.000% 09/01/29 80,789 80,789
60000 Shares of FLORIDA POWER & LIGHT CO 5.950% 10/01/2033 64,643 64,643
88000 Shares of JOHNSON & JOHNSON 2.450% 03/01/26 86,904 86,904
88000 Shares of JP MORGAN CHASE & CO 2.750% 01/31/2032 77,093 77,093
15000 Shares of MERCK AND CO 6.400% 03/01/2028 15,857 15,857
32000 Shares of MICROSOFT 3.125% 11/03/2025 31,861 31,861
50000 Shares of MIDAMERICAN ENERGY 5.750% 11/01/2035 52,864 52,864
120000 Shares of ORACLE CORP 4.300% 07/08/2034 113,987 113,987
63000 Shares of PEPSICO INC 3.000% 10/15/2027 61,592 61,592
41000 Shares of WALMART INC 3.700% 06/26/2028 40,840 40,840
63000 Shares of 3M CO 3.050% 04/15/30 59,157 59,157
9041.489 Shares of LOOMIS SAYLES INVMT GRAD BD FUND Y (LSIIX) 122,332 122,332
2961.313 Shares of VANGUARD INFLATION PROTECTED ADM #5119 (VAIPX) 81,410 81,410
14878.24 Shares of VANGUARD INTERM TERM INVT GRADE #571 ADM SHS (VFIDX) 164,266 164,266
14087.477 Shares of VANGUARD SHORT-TERM INVT GRADE #539 (VFSUX) 165,583 165,583
18000 Shares of MICROSOFT CORP NTS B/E CALL@MW+15BP RATE 03.125% MATURES 11/ 18,011 18,011
37000 Shares of JOHNSON & JOHNSON B/E CALL@MW+15BP RATE 02.450% MATURES 03/0 36,839 36,839
37000 Shares of APPLE INC B/E 3.350% 020927 DTD020917 FC080917 CALL@MW+12.5B 37,103 37,103
37000 Shares of PEPSICO INC NTS B/E CALL@MW+15BP RATE 03.000% MATURES 10/15/ 36,404 36,404
40000 Shares of BANK OF AMER CORP NTS CALL@MW+15BP RATE 02.551% MATURES 02/0 39,287 39,287
25000 Shares of NETFLIX INC NTS B/E RATE 04.875% MATURES 04/15/28 25,752 25,752
30000 Shares of ENERGY TRANSFER CALL@MW+35BP RATE 04.950% MATURES 06/15/28 30,467 30,467
24000 Shares of WALMART INC NTS B/E 3.700% 062628 DTD062718 FC122618 CALL@MW 23,913 23,913
30000 Shares of BANK OF NY MELLON CORP MED TERM NTS RATE 03.000% MATURES 10/ 29,043 29,043
37000 Shares of WALT DISNEY COMPANY/THE 2.000% 090129 DTD090619 FC030120 CAL 34,213 34,213
37000 Shares of 3M CO B/E CALL@MW+35BP RATE 03.050% MATURES 04/15/30 34,978 34,978
25000 Shares of HCA INC NTS B/E CALL@MW+20BP RATE 05.450% MATURES 04/01/31 26,068 26,068
37000 Shares of JPMORGAN CHASE & CO B/E RATE 02.750% MATURES 01/31/32 32,838 32,838
20000 Shares of ORACLE CORP NTS B/E CALL@MW+15BP RATE 05.250% MATURES 02/03/ 20,940 20,940
55000 Shares of ORACLE CORP B/E CALL@MW+15BP RATE 04.300% MATURES 07/08/34 53,374 53,374

TY 2024 InvestmentsCorpStockSchedule
Name:
Chase Home for Children
EIN:
02-2229190
Name of Stock End of Year Book Value End of Year Fair Market Value
125 Shares of ABBOTT LABS COM (ABT) 17,001 17,001
254 Shares of ABBVIE, INC (ABBV) 47,147 47,147
50 Shares of ALIGN TECHNOLOGY INC (ALGN) 9,467 9,467
1222 Shares of ALPHABET INC CL A (GOOGL) 215,353 215,353
700 Shares of AMAZON COM INC (AMZN) 153,573 153,573
341 Shares of AMERICAN EXPRESS CO COM (AXP) 108,772 108,772
1556 Shares of APPLE INC. COM (AAPL) 319,245 319,245
2434 Shares of BANK OF AMER CORP COM (BAC) 115,177 115,177
148 Shares of BERKSHIRE HATHAWAY INC CL B (BRK.B) 71,894 71,894
87 Shares of BLACKROCK INC (BLK) 91,285 91,285
122 Shares of CHEVRON CORPORATION COM (CVX) 17,469 17,469
1042 Shares of CISCO SYS INC COM (CSCO) 72,294 72,294
323 Shares of COLGATE PALMOLIVE CO COM (CL) 29,361 29,361
1420 Shares of COMCAST CORP NEW COM CL A (CMCSA) 50,680 50,680
248 Shares of CONOCOPHILLIPS COM (COP) 22,256 22,256
185 Shares of CONSTELLATION BRANDS CLASS A (STZ) 30,096 30,096
1701 Shares of CORNING INC COM (GLW) 89,456 89,456
72 Shares of DANAHER CORPORATION COM (DHR) 14,223 14,223
454 Shares of DISNEY WALT CO COM (DIS) 56,301 56,301
2659.331 Shares of FIDELITY SMALL CAP INDEX FD #2358 (FSSNX) 72,227 72,227
17 Shares of GENERAL DYNAMICS COM (GD) 4,958 4,958
298 Shares of GILEAD SCIENCES COM (GILD) 33,039 33,039
56 Shares of HONEYWELL INTL INC COM (HON) 13,041 13,041
3477.971 Shares of INVESCO OPPENHEIMER DEV MRKTS R6 (ODVIX) 147,049 147,049
596 Shares of JPMORGAN CHASE & CO COM (JPM) 172,786 172,786
51 Shares of LILLY ELI & CO 39,756 39,756
553 Shares of MARATHON PETROLEUM CORP (MPC) 91,859 91,859
235 Shares of MASTERCARD INC CL A (MA) 132,056 132,056
803 Shares of MICROSOFT CORP COM (MSFT) 399,420 399,420
383 Shares of NIKE CORP COM (NKE) 27,208 27,208
665 Shares of PENTAIR PLC (PNR) 68,269 68,269
441 Shares of PEPSICO INC COM (PEP) 58,230 58,230
370 Shares of PRUDENTIAL FINANCIAL, INC COM (PRU) 39,753 39,753
332 Shares of ROYAL CARIBBEAN GROUP (RCL) 103,962 103,962
623 Shares of RTX CORPORATION COM (RTX) 90,970 90,970
389 Shares of SPDR MATERIALS SELECT SECTOR (XLB) 34,158 34,158
305 Shares of STATE STR CORP COM (STT) 32,434 32,434
142 Shares of STRYKER CORP COM (SYK) 56,179 56,179
617 Shares of TE CONNECTIVITY LTD (TEL) 104,069 104,069
31 Shares of TELEDYNE TECHNOLOGIES INC (TDY) 15,882 15,882
807 Shares of TJX COMPANIES, INC (TJX) 99,656 99,656
351 Shares of UNION PAC CORP COM (UNP) 80,758 80,758
175 Shares of UNITEDHEALTH GROUP INC COM (UNH) 54,595 54,595
317 Shares of VANECK SEMICONDUCTOR ETF (SMH) 88,405 88,405
576.692 Shares of VANGUARD MID-CAP INDEX FD 5859 ADM (VIMAX) 199,997 199,997
301 Shares of VANGUARD REAL ESTATE ETF (VNQ) 26,807 26,807
21218.382 Shares of VANGUARD TAX MGD FDS DEV MKTS ADM FD 127 (VTMGX) 388,933 388,933
111 Shares of VANGUARD UTILITIES ETF (VPU) 19,593 19,593
23 Shares of VERALTO CORP (VLTO) 2,322 2,322
283 Shares of VISA INC (V) 100,479 100,479
207 Shares of WASTE MANAGEMENT INC COM (WM) 47,366 47,366
99 Shares of WELLS FARGO & CO NEW COM (WFC) 7,932 7,932
116 Shares of ABBOTT LABS 15,777 15,777
100 Shares of ADOBE INC. 38,688 38,688
1040 Shares of ALPHABET INC CL A 183,279 183,279
360 Shares of AMAZON.COM INC 78,980 78,980
170 Shares of AMER EXPRESS CO 54,227 54,227
876 Shares of APPLE INC 179,729 179,729
1482 Shares of BANK OF AMER CORP 70,128 70,128
74 Shares of BERKSHIRE HATHAWAY INC NEW CL B 35,947 35,947
43 Shares of BLACKROCK INC 45,118 45,118
100 Shares of BOEING COMPANY 20,953 20,953
62 Shares of CHEVRON CORP 8,878 8,878
510 Shares of CISCO SYSTEMS INC 35,384 35,384
200 Shares of COLGATE PALMOLIVE CO 18,180 18,180
274 Shares of CONOCOPHILLIPS 24,589 24,589
100 Shares of CONSTELLATION BRANDS INC CLA 16,268 16,268
76 Shares of CVS HEALTH CORP 5,242 5,242
100 Shares of DANAHER CORP 19,754 19,754
200 Shares of DELL TECHNOLOGIES INC CL C 24,520 24,520
54 Shares of EXXON MOBIL CORP 19,404 19,404
400 Shares of GENERAC HLDGS INC 57,281 57,281
26 Shares of HONEYWELL INTL INC 6,055 6,055
527 Shares of INTEL CORP 11,805 11,805
368 Shares of JPMORGAN CHASE & CO 106,687 106,687
270 Shares of MARATHON PETROLEUM CO 44,850 44,850
202 Shares of MASTERCARD INC CL A 113,512 113,512
435 Shares of MICROSOFT CORP 216,373 216,373
182 Shares of NIKE INC CL B 12,929 12,929
300 Shares of NOVO NORDISK A/S SPON ADR 20,706 20,706
329 Shares of PENTAIR PLC 33,775 33,775
217 Shares of PEPSICO INC 28,653 28,653
531 Shares of PFIZER INC 12,871 12,871
181 Shares of PRUDENTIAL FINANCIAL INC 19,447 19,447
100 Shares of QUANTA SERVICES INC 37,808 37,808
165 Shares of ROYAL CARIBBEAN CRUISES LTD LIBERIA ORD 51,668 51,668
309 Shares of RTX CORP 45,120 45,120
100 Shares of STRYKER CORP 39,563 39,563
304 Shares of TE CONNECTIVITY LTD CHF 51,276 51,276
597 Shares of TJX COS INC NEW 73,724 73,724
173 Shares of UNION PACIFIC CORP 39,804 39,804
200 Shares of UNITEDHEALTH GROUP INC 62,394 62,394
11 Shares of VERALTO CORP 1,110 1,110
300 Shares of VISA INC CL A 106,515 106,515
223 Shares of WALT DISNEY CO (HOLDING CO) DISNEY COM 27,654 27,654
100 Shares of 3M CO 15,224 15,224
2500 Shares of MORGAN STANLEY FINANCE LO T-SS INDU NDX RTY 10/21/2027 37,088 37,088
2000 Shares of CITIGROUP GLOBAL MARKETS LO TC-CYN RTY SPX SX5E 03/22/2028 19,680 19,680
2500 Shares of JPMORGAN CHASE FINANCIAL T-GEARS SPXFP 03/05/2030 25,600 25,600
188 Shares of MATERIALS SELECT SECTOR SPDR TRUST ETF 16,508 16,508
86 Shares of VANECK SEMICONDUCTOR ETF 23,984 23,984
149 Shares of VANGUARD REAL ESTATE ETF 13,270 13,270
1352.343 Shares of FIDELITY SMALL CAP INDEX FUND 36,784 36,784
2205.491 Shares of OAKMARK INTERNATIONAL FUND CLASS INSTL 66,893 66,893
354.726 Shares of VANGUARD MID-CAP INDEX FUND ADMIRAL 123,019 123,019
9330.883 Shares of VANGUARD DEVELOPED MARKETS INDEX FUND CLASS ADMIRAL 171,035 171,035
3347.339 Shares of PIMCO EM MKTS CORP BD FD FUND CLASS I 30,762 30,762
8823.581 Shares of VANGUARD SHORT TERM INVESTMENT GRADE FUND ADMIRAL 92,383 92,383
2766 Shares of INVESCO PFD ETF 30,786 30,786
1000 Shares of ISHARES IBONDS DEC2029 TERM CORPORATE ETF 23,330 23,330

TY 2024 InvestmentsGovtObligationsSch
Name:
Chase Home for Children
EIN:
02-2229190
US Government Securities - End of Year Book Value:

0
US Government Securities - End of Year Fair Market Value:

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


727,194
State & Local Government Securities - End of Year Fair Market Value:


727,194


TY 2024 InvestmentsOtherSchedule2
Name:
Chase Home for Children
EIN:
02-2229190
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
NHCF Endowment FMV 11,788 11,788

TY 2024 LegalFeesSchedule
Name:
Chase Home for Children
EIN:
02-2229190
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Legal Fees 14,587 0 0 14,587


TY 2024 OtherExpensesSchedule
Name:
Chase Home for Children
EIN:
02-2229190
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Office Expense 593 0 0 593
Filing Fees 75 0 0 75


TY 2024 OtherIncreasesSchedule
Name:
Chase Home for Children
EIN:
02-2229190
Description Amount
Unrealized Gain on Investments 558,137


TY 2024 OtherLiabilitiesSchedule
Name:
Chase Home for Children
EIN:
02-2229190
Description Beginning of Year - Book Value End of Year - Book Value
CALL GENERAC HLDGS INC DUE 07/19/24 170.000 200 0
PUT NIKE INC CL B DUE 07/19/24 80.000 10,200 0
CALL UNITEDHEALTH GROUP DUE 08/16/24 520.000 3,095 0
CALL DELL TECHNOLOGIES I DUE 09/20/24 150.000 2,040 0
CALL TESLA INC DUE 09/20/24 210.000 6,050 0
PUT HUNTINGTON BANCSHAR DUE 10/18/24 13.000 1,300 0
PUT NETFLIX INC DUE 07/18/25 860.000 0 113
PUT TESLA INC DUE 07/11/25 275.000 0 1,370
PUT UNITEDHEALTH GROUP DUE 08/15/25 350.000 0 32,074


TY 2024 OtherProfessionalFeesSchedule
Name:
Chase Home for Children
EIN:
02-2229190
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Fees 42,004 42,004 0 0


TY 2024 TaxesSchedule
Name:
Chase Home for Children
EIN:
02-2229190
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Excise Taxes 9,000 0 0 0