Form990-PF
Click to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
JOHN H HART FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1500 NORTH LAKE SHORE DRIVE 13-A
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60610
A Employer identification number

20-0156873
B Telephone number (see instructions)

(312) 502-5427
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$12,956,770J 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 bullet.............
3 Interest on savings and temporary cash investments 71,722 71,722  
4 Dividends and interest from securities... 253,071 253,071  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -681,778
b Gross sales price for all assets on line 6a 3,112,223
7 Capital gain net income (from Part IV, line 2)... 363,205
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 245 245  
12 Total. Add lines 1 through 11........ -356,740 688,243  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 200     200
b Accounting fees (attach schedule)....... Click to see attachment 5,135     5,135
c Other professional fees (attach schedule).... Click to see attachment 52,547 52,547    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 15,570 570    
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 1,155 1,145   10
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 74,607 54,262   5,345
25 Contributions, gifts, grants paid....... 1,126,030 1,126,030
26 Total expenses and disbursements. Add lines 24 and 25 1,200,637 54,262   1,131,375
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,557,377
b Net investment income (if negative, enter -0-) 633,981
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 732,816 716,360 716,360
3 Accounts receivable bullet5,200
Less: allowance for doubtful accounts bullet   5,200 5,200 5,200
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
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) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 8,914,144 Click to see attachment7,341,628 9,782,830
c Investments—corporate bonds (attach schedule)....... 2,321,448 Click to see attachment2,353,049 2,452,380
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,973,608 10,416,237 12,956,770
Liabilities 17 Accounts payable and accrued expenses.......... 30 36
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 bullet)    
23 Total liabilities (add lines 17 through 22)......... 30 36
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
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 11,973,578 10,416,201
29 Total net assets or fund balances (see instructions)..... 11,973,578 10,416,201
30 Total liabilities and net assets/fund balances (see instructions). 11,973,608 10,416,237
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
11,973,578
2
Enter amount from Part I, line 27a .....................
2
-1,557,377
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,416,201
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,416,201
Form 990-PF (2020)
Form 990-PF (2020)
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 SANDRIDGE PTP P 2013-03-31 2020-12-09
b SEE ATTD - CS LT P    
c SEE ATTD - GS BROKERAGE - LT D    
d SEE ATTD - GS CORP FI - ST P    
e SEE ATTD - GS CORP FI - LT P    
SEE ATTD - GS DIAMOND - ST P    
SEE ATTD - GS DIAMOND - LT P    
SEE ATTD - GS VAUGHN - ST P    
SEE ATTD - GS VAUGHN - LT P    
PY BASIS ADJUSTMENTS P    
SANDRIDGE K-1: LTCL P    
(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   25,994 -25,993
b 11,953   360,983 -349,030
c 901,537   124,615 776,922
d 203,992   203,392 600
e 296,332   299,817 -3,485
113,754   138,921 -25,167
408,884   386,869 22,015
531,467   534,580 -3,113
644,303   604,899 39,404
    334 -334
    68,614 -68,614
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -25,993
b       -349,030
c       776,922
d       600
e       -3,485
      -25,167
      22,015
      -3,113
      39,404
      -334
      -68,614
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 2 363,205
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 -28,014
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
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 Bullet 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)
b Reserved................................ 1 8,812
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 8,812
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 8,812
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 17,554
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,554
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 39
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,703
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,703 RefundedBullet 11  
Part VII-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. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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:
  • By language in the governing instrument, or
  • 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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    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 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    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
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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 addressbulletNONE
    14
    The books are in care ofbulletJOHN H HART Telephone no.bullet (312) 502-5427

    Located atbullet1500 N LAKE SHORE DRIVE UNIT 13ACHICAGOIL ZIP+4bullet60610
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, 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 bullet
    Part VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2020?.............
    1c
     
     
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 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.
    bullet20, 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?......................
    b
    If "Yes," did it have excess business holdings in 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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 H HART PRES/TREAS/D
    000.00     		0 0 0
    1500 N LAKE SHORE DRIVE UNIT 13A
    CHICAGO,IL60610
    CAROL PRINS VICE PRES/ D
    000.00     		0 0 0
    1500 N LAKE SHORE DRIVE UNIT 13A
    CHICAGO,IL60610
    RONALD SCHREIBER SECRETARY/ D
    000.00     		0 0 0
    131 SOUTH DEARBORN SUITE 2400
    CHICAGO,IL60603
    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...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    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.............bullet  
    Part IX-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 IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    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
    11,482,386
    b
    Average of monthly cash balances.......................
    1b
    568,164
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,050,550
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    12,050,550
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    180,758
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,869,792
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    593,490
    Part XI
    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 X, line 6....................
    1
    593,490
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,812
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,812
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    584,678
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    584,678
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    584,678
    Part XII
    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
    1,131,375
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,131,375
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,131,375
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 584,678
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 111,922
    b From 2016...... 400,684
    c From 2017...... 268,490
    d From 2018...... 336,335
    e From 2019...... 153,504
    fTotal of lines 3a through e........ 1,270,935
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,131,375
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 584,678
    e Remaining amount distributed out of corpus 546,697
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,817,632
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		111,922
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,705,710
    10 Analysis of line 9:
    a Excess from 2016.... 400,684
    b Excess from 2017.... 268,490
    c Excess from 2018.... 336,335
    d Excess from 2019.... 153,504
    e Excess from 2020.... 546,697
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2020, enter the date of the ruling....... bullet
     
    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 X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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 bullet
    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 (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    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
    AMERICAN WRITER MUSEUM
    180 N MICHIGAN AVE
    2ND FLOOR
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE 2,500
    ART INSTITUTE OF CHICAGO
    116 S MICHIGAN AVE
    CHICAGO,IL60603     		NONE PUBLIC CHARITABLE CONTRIBUTION 25,000
    ASPEN SANTA FE BALLET
    550B ST MICHAELS DRIVE
    SANTA FE,NM87505     		NONE PUBLIC CHARITABLE CONTRIBUTION 2,500
    CAMPERSHIPS FOR NEBAGAMON
    PO BOX 331
    EAST TROY,WI53120     		NONE PUBLIC CHARITABLE CONTRIBUTION 500
    CANCER FOUNDATION NEW MEXICO
    PO BOX 5038
    SANTA FE,NM87502     		NONE PUBLIC CHARITABLE CONTRIBUTION 500
    CEDILLE CHICAGO
    1205 WEST BALMORAL AVE
    CHICAGO,IL60640     		NONE PUBLIC CHARITABLE 500
    CENTER ON HALSTED
    3656 N HALSTED
    CHICAGO,IL60613     		NONE PUBLIC CHARITABLE CONTRIBUTION 1,200
    CHANGING WORLDS
    329 W 18TH ST
    STE 506
    CHICAGO,IL60616     		NONE PUBLIC CHARITABLE 250
    CHI ARTS
    521 EAST 35TH STREET
    CHICAGO,IL60616     		NONE PUBLIC CHARITABLE CONTRIBUTION 60,500
    CHICAGO COALITION FOR THE HOMELESS
    70 EAST LAKE STREET
    STE 720
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE CONTRIBUTION 500
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVE
    CHICAGO,IL60604     		NONE PUBLIC CHARITABLE CONTRIBUTION 95,250
    DOCTORS WITHOUT BORDERS
    333 7TH AVE
    NEW YORK,NY10001     		NONE PUBLIC CHARITABLE CONTRIBUTION 2,000
    FEEDING AMERICA
    35 E WACKER DRIVE
    STE 2000
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE CONTRIBUTION 3,200
    FIRST SERVE NEW MEXICO
    PO BOX 31904
    SANTA FE,NM87594     		NONE PUBLIC CHARITABLE CONTRIBUTION 5,000
    FISTULA FOUNDATION
    1922 THE ALAMEDA
    STE 302
    SAN JOSE,CA95126     		NONE PUBLIC CHARITABLE 600
    FRANCIS W PARKER SCHOOL
    330 W WEBSTER AVE
    CHICAGO,IL60614     		NONE PUBLIC CHARITABLE 5,000
    GOLDEN APPLE AWARDS
    8 S MICHIGAN AVE
    STE 700
    CHICAGO,IL60603     		NONE PUBLIC CHARITABLE CONTRIBUTION 3,000
    GOODMAN THEATRE
    170 N DEARBORN
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE CONTRIBUTION 115,000
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W 42ND PL
    CHICAGO,IL60632     		NONE PUBLIC CHARITABLE CONTRIBUTION 25,000
    HABITAT FOR HUMANITY
    931 W 75TH ST
    STE 137-110
    NAPERVILLE,IL60565     		NONE PUBLIC CHARITABLE CONTRIBUTION 500
    HOME WORKS
    225 LINDEN AVE
    ST LOUIS,MO63105     		NONE PUBLIC CHARITABLE 1,000
    HUCKLEBERRY YOUTH PROGRAMS
    3310 GEARY BLVD
    SAN FRANCISCO,CA94118     		NONE PUBLIC CHARITABLE CONTRIBUTION 500
    LINCOLN PARK ZOO
    PO BOX 14903 CANNON DR
    FULLERTON PARKWAY
    CHICAGO,IL60614     		NONE PUBLIC CHARITABLE CONTRIBUTION 82,600
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR
    CHICAGO,IL60606     		NONE PUBLIC CHARITABLE CONTRIBUTION 10,000
    MERIT SCHOOL OF MUSIC
    38 S PEORIA STREET
    CHICAGO,IL60607     		NONE PUBLIC CHARITABLE CONTRIBUTION 30,000
    MUSEUM OF CONTEMPORARY ART
    200 EAST CHICAGO
    CHICAGO,IL60611     		NONE PUBLIC CHARITABLE CONTRIBUTION 40,000
    MUSIC INSTITUTE OF CHICAGO
    517 GREEN BAY ROAD
    WILMETTE,IL60091     		NONE PUBLIC CHARITABLE CONTRIBUTION 5,500
    NDI NEW MEXICO
    1140 ALTO STREET
    SANTA FE,NM87501     		NONE PUBLIC CHARITABLE CONTRIBUTION 2,500
    NEW MEXICO SCHOOL FOR THE ARTS
    275 EAST ALAMEDA
    SANTA FE,NM87501     		NONE PUBLIC CHARITABLE CONTRIBUTION 1,500
    NORTHWESTERN MEMORIAL FOUNDATION
    251 E HURON ST
    STE 3-200
    CHICAGO,IL60611     		NONE PUBLIC CHARITABLE CONTRIBUTION 100,000
    ONE GOAL
    180 N WABASH AVE
    STE 800
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE 2,500
    PATH
    2201 WESTLAKE AVENUE
    STE 200
    SEATTLE,WA98121     		NONE PUBLIC CHARITABLE 500
    SANTA FE CHAMBER MUSIC FESTIVAL
    PO BOX 2227
    SANTA FE,NM87501     		NONE PUBLIC CHARITABLE CONTRIBUTION 14,200
    SANTA FE COMMUNITY FOUNDATION
    501 HALONA ST
    SANTA FE,NM87505     		NONE PUBLIC CHARITABLE 3,500
    SANTA FE OPERA
    PO BOX 2408
    SANTA FE,NM87504     		NONE PUBLIC CHARITABLE CONTRIBUTION 10,000
    STEPPENWOLF THEATRE
    1650 N HALSTED ST
    CHICAGO,IL60614     		NONE PUBLIC CHARITABLE CONTRIBUTION 100,000
    THE BRENTWOOD SCHOOL FUND
    100 S BARRINGTON PL
    LOS ANGELES,CA90049     		NONE PUBLIC CHARITABLE CONTRIBUTION 15,000
    THE CHICAGO FOUNDATION FOR WOMEN
    140 S DEARBORN ST
    STE 400
    CHICAGO,IL60603     		NONE PUBLIC CHARITABLE CONTRIBUTION 25,000
    THE JESSICA FUND
    1500 NORTH LAKE SHORE DR
    CHICAGO,IL60610     		NONE PUBLIC CHARITABLE CONTRIBUTION 200,000
    THE JOFFREY BALLET
    10 EAST RANDOLPH ST
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE CONTRIBUTION 2,500
    THE SOLTI FOUNDATION
    1555 SHERMAN AVE 310
    EVANSTON,IL60201     		NONE PUBLIC CHARITABLE CONTRIBUTION 500
    THINK NEW MEXICO
    1227 PASEO DE PERALTA
    SANTA FE,NM87501     		NONE PUBLIC CHARITABLE CONTRIBUTION 1,000
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITABLE 580
    WRITER'S THEATRE
    376 PARK AVENUE
    GLENCOE,IL60022     		NONE PUBLIC CHARITABLE CONTRIBUTION 5,000
    WTTW 11 WFMT
    5400 N ST LOUIS AVE
    CHICAGO,IL60625     		NONE PUBLIC CHARITABLE CONTRIBUTION 2,500
    ACCESS LIVING
    115 W CHICAGO AVE
    CHICAGO,IL60654     		NONE PUBLIC CHARITABLE 2,000
    ALLIANCE OF HOPE
    PO BOX 7005
    EVANSTON,IL60201     		NONE PUBLIC CHARITABLE 2,500
    ART BEYOND SIGHT
    589 BROADWAY 3RD FLOOR
    NEW YORK,NY10012     		NONE PUBLIC CHARITABLE 1,500
    BEYOND HUNGER
    848 LAKE ST
    OAK PARK,IL60301     		NONE PUBLIC CHARITABLE 1,000
    BOYS TOWN NEBRASKA
    100 FLANAGHAN BLVD
    PO BOX 5000
    BOYS TOWN,NE68010     		NONE PUBLIC CHARITABLE 100
    CHICAGO LIGHTS
    126 E CHESTNUT ST
    CHICAGO,IL60611     		NONE PUBLIC CHARITABLE 500
    CONSUMER REPORTS
    PO BOX 96552
    WASHINGTON,DC20077     		NONE PUBLIC CHARITABLE 50
    COOK CHILDREN'S HEALTH FOUNDATION
    801 SEVENTH AVE
    FORT WORTH,TX76114     		NONE PUBLIC CHARITABLE 1,000
    CORNERSTONE SERVICES
    777 JOYCE ST
    JOLIET,IL60436     		NONE PUBLIC CHARITABLE 750
    DANA-FARBER CANCER
    JIMMY FUND
    10 MAYFLOWER RD
    NEEDAM,MA02492     		NONE PUBLIC CHARITABLE 1,000
    DISABLED AMERICAN VETERANS
    PO BOX 14301
    CINCINATTI,OH45250     		NONE PUBLIC CHARITABLE 150
    FINCA
    1201 15TH ST NW
    WASHINGTON,DC20005     		NONE PUBLIC CHARITABLE 250
    FOSTER PROGRESS
    4422 RAVENSWOOD AVE
    CHICAGO,IL60240     		NONE PUBLIC CHARITABLE 2,500
    FRIENDS OF THE CHILDREN
    231 PINE AVE
    CHICAGO,IL60644     		NONE PUBLIC CHARITABLE 5,000
    HEARTLAND HEALTH CENTERS
    3048 N WILTON AVE 2ND FL
    CHICAGO,IL60657     		NONE PUBLIC CHARITABLE 500
    HELP ME SEE
    20 WEST 36TH ST 4TH FLOO
    NEW YORK,NY10018     		NONE PUBLIC CHARITABLE 2,500
    HOPE FOR KIDS
    641 W LAKE ST SUITE 200
    CHICAGO,IL60661     		NONE PUBLIC CHARITABLE 5,000
    HUMAN RIGHTS WATCH
    350 FIFTH AVE 34TH FL
    NEW YORK,NY10118     		NONE PUBLIC CHARITABLE 10,000
    INVEST FOR KIDS
    875 N MICHIGAN AVE
    STE 3400
    CHICAGO,IL60611     		NONE PUBLIC CHARITABLE 16,000
    JDRF
    1 EAST WACKER DR 1400
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE 1,000
    LA CASA NORTE
    3533 W NORTH AVE
    CHICAGO,IL60647     		NONE PUBLIC CHARITABLE 500
    LAKEVIEW PANTRY
    3945 N SHERIDAN RD
    CHICAGO,IL60613     		NONE PUBLIC CHARITABLE 500
    LEGAL AID CHICAGO
    121 S LASALLE ST
    STE 900
    CHICAGO,IL60603     		NONE PUBLIC CHARITABLE 500
    MEALS ON WHEELS CHICAGO
    314 W SUPERIOR ST 300
    CHICAGO,IL60654     		NONE PUBLIC CHARITABLE 15,000
    MEMORIAL SLOAN KETTERING CANCER
    CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE PUBLIC CHARITABLE 500
    MENLO COLLEGE
    1000 EL CAMINO REAL
    ATHERTON,CA94027     		NONE PUBLIC CHARITABLE 500
    METROPOLITAN FAMILY SERVICES
    ONE N DEARBORN STE 1000
    CHICAGO,IL60602     		NONE PUBLIC CHARITABLE 10,000
    NO LIMITS
    9801 WASHINGTON BLVD
    2ND FLOOR
    CULVER CITY,CA90232     		NONE PUBLIC CHARITABLE 2,500
    OPERATION WALK
    PO BOX 7402
    BUFFALO GROVE,IL60089     		NONE PUBLIC CHARITABLE 250
    OUTWARD BOUND
    1133 ROUTE 55 SUITE 10
    LAGRANGEVILLE,NY12540     		NONE PUBLIC CHARITABLE 2,500
    PEOPLE'S MUSIC SCHOOL
    931 W EASTWOOD AVE
    CHICAGO,IL60640     		NONE PUBLIC CHARITABLE 5,000
    RESPECTACLE
    529 2ND STREET STE 100
    HUDSON,WI54016     		NONE PUBLIC CHARITABLE 15,000
    THE ARTHRITIS FOUNDATION OF CHICAGO
    205 N MICHIGAN AVE 2530
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE 1,000
    THE BOULEVARD
    3456 W FRANKLIN BLVD
    CHICAGO,IL60624     		NONE PUBLIC CHARITABLE 500
    THE NIGHT MINISTRY
    1735 N ASHLAND
    CHICAGO,IL60622     		NONE PUBLIC CHARITABLE 500
    THRESHOLDS
    4423 N RAVENSWOOD AVE
    CHICAGO,IL60654     		NONE PUBLIC CHARITABLE 1,000
    UCAN
    3605 W FILMORE
    CHICAGO,IL60624     		NONE PUBLIC CHARITABLE 5,000
    UNITED WAY OF METRO CHICAGO
    333 S WABASH AVE
    30TH FLOOR
    CHICAGO,IL60604     		NONE PUBLIC CHARITABLE 1,000
    UNM CANCER CENTER
    1201 CAMINO DE SALUD NE
    ALBUQUERQUE,NM87102     		NONE PUBLIC CHARITABLE 1,000
    CHICAGO VETERANS
    2240 WEST OGDEN AVE
    CHICAGO,IL60612     		NONE PUBLIC CHARITABLE 100
    YOUTH & OPPORTUNITY UNITED
    1911 CHURCH ST
    EVANSTON,IL60201     		NONE PUBLIC CHARITABLE 5,000
    Total .................................bullet 3a 1,126,030
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-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 71,722  
    4 Dividends and interest from securities....     14 253,071  
    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.....     15 245  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -681,778  
    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)..   -356,740  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -356,740
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-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 (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    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.
    Bullet Bullet
    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 PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,135     5,135

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMAZON .8% 60000 59,977 60,880
    AMERICAN EXPRESS 100,000 99,880 103,165
    AMPHENOL 50,000 49,493 53,858
    ANNHEUSER-BUSCH 35000 39,258 39,563
    AON PLC 40000 43,074 43,618
    APPLE 2.5% 50,000 49,734 51,138
    AUTONATION 50000    
    BANK OF AMERICA 75000 78,937 81,315
    BANK OF MONTREAL 60000 59,954 62,990
    BANK OF NOVA SCOTIA 30000 46,091 46,638
    BAT INTERNATIONAL 30000 30,627 30,709
    BIOGEN INC 50000    
    BP CAP MARKETS 2.75% 56,194 58,011
    CATERPILLAR 50000    
    CITIGROUP 30000 50,000 51,506
    CLOROX CO 50000 50,709 52,003
    CVS HEALTH 50,000 49,842 52,194
    DOMINION RESOURCES 25000    
    ESTEE LAUDER 50,000 49,711 52,822
    FIFTH THIRD BANCORP 49,907 54,532
    FISERVE 75000 74,874 80,534
    GLAXOSMITHKLINE 50,000 49,961 51,702
    HEWLETT-PACKARD 50,000    
    HOME DEPOT 75,000 75,079 78,662
    HP ENTERPRISE 20000 20,647 22,002
    INTUIT 35000 34,972 35,439
    JOHN DEERE 50,000 49,976 51,666
    JP MORGAN CHASE 100,000 100,000 103,631
    KINDER MORGAN 50,000 50,035 52,586
    MARRIOTT INTERNATIONAL 50,000    
    MCKESSON CORP 50000    
    MITSUBISHI 50,000 50,000 54,336
    MONDELEZ INTL 50000    
    MOODY'S 50,000 49,091 52,168
    MORGAN STANLEY 50,000 52,263 53,798
    MPLX 30000 30,092 31,047
    NEXTERA ENERGY 50,000 49,953 51,595
    NORTHROP GRUMMAN 50,000    
    NOVARTIS CAPITAL 1.75% 24,963 26,227
    ORACLE CORP 50,000 49,595 50,504
    PAYPAL HOLDINGS 25,000 24,985 26,716
    PFIZER 50,000 49,975 53,941
    PHILIP MORRIS 50000 50,178 51,593
    PROCTOR & GAMBLE 45000 44,927 45,398
    REPUBLIC SERVICES 25000 24,960 26,697
    ROYAL BANK OF CANADA 2.15%    
    ROYAL BANK OF CANADA 3.7% 25,170 27,258
    SUNTRUST BANKS 50,000 49,806 51,180
    TD AMERITRADE 50000 52,281 54,894
    TEXAS INSTRUMENTS 50000 49,036 51,003
    THERMO FISHER 50000 48,973 52,770
    TJX COMPANIES 50000 48,838 52,302
    TOYOTA MOTOR 50,000 49,970 50,012
    UNION PACIFIC 50,000    
    VF CORP 35000 34,994 35,752
    WALMART 50000 49,132 52,063
    WELLS FARGO 50,000 49,910 54,585
    XILINX 75,000 75,025 75,377

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 46,870 73,577
    ABBVIE    
    ACCENTURE 56,898 66,609
    ALPHABET INC    
    ALTRIA GROUP 298,200 492,000
    ALTRIA GROUP    
    AMAZON 66,691 107,479
    AMERICAN INTL 75,357 72,123
    AON PUBLIC 76,964 81,761
    ARCHER-DANIELS-MIDLAND CO 22,594 29,288
    ARES CAPITAL    
    ARIEL INTL 526,945 576,193
    ASCENA RETAIL GROUP    
    ASCENA RETAIL GROUP    
    AT&T    
    AXALTA COATING    
    BANK OF AMERICA CORP 41,581 52,104
    BERKSHIRE HATHAWAY 57,012 63,069
    BERKSHIRE HATHAWAY    
    BOOKING HOLDINGS INC 35,027 44,545
    BORGWARNER 30,713 30,255
    BROADRIDGE FINANCIAL 26,329 41,211
    CAMECO CORP    
    CARRIER GLOBAL 10,129 25,310
    CATERPILLAR 20,277 25,301
    CHARLES SCHWAB 38,527 54,737
    CHARLES SCHWAB    
    CHARTER COMMUNICATIONS 19,044 37,708
    CHEVRON CORP 43,750 32,513
    CHEVRON CORP 57,615 54,724
    CIMAREX    
    CITIGROUP    
    CITIGROUP    
    COGENT COMM 50,352 41,191
    COGNIZENT TECH 29,487 39,336
    COMCAST 25,387 34,479
    CUMMINS INC 61,239 59,273
    DEERE & CO 8,342 11,569
    DISCOVER FINANCIAL    
    DOLLAR TREE    
    DOMINION ENERGY 18,407 17,597
    EASTMAN CHEMICAL    
    ELECTRONIC ARTS 36,462 62,322
    ENTEGRIS 26,588 38,921
    FACEBOOK 10,615 21,306
    FACEBOOK 79,700 112,542
    FEDEX CORP    
    FIDELITY NATL INFO SVCS 20,911 31,687
    FIRST REPUBLIC BANK 23,112 35,704
    GENERAL DYNAMICS    
    GENERAL MOTORS 31,798 36,935
    GILEAD SCIENCES 18,340 15,847
    GS GQG PARTNERS 508,093 717,357
    HANESBRANDS 25,786 24,422
    HARTFORD 32,388 36,441
    HCA HEALTHCARE 32,946 49,996
    HOME DEPOT 25,399 39,577
    HONEYWELL 21,220 31,480
    HUMANA 19,925 30,360
    JOHNSON & JOHNSON    
    JP MORGAN 20,522 24,270
    KIMBERLY-CLARK 27,979 31,011
    KKR & CO 29,587 48,912
    KNIGHT-SWIFT TRANSPORT    
    KOSMOS ENERGY 71,570 35,297
    KRAFT HEINZ CO 100,680 103,980
    L3HARRIS TECHNOLOGIES 21,235 22,493
    LAMB WESTON 46,552 56,457
    LINDE PLC 19,165 30,831
    LKQ CORP 46,040 52,578
    LOEWS    
    MARSH & MCLENNAN 18,120 25,155
    MASIMO CORP 38,140 56,091
    MASTERCARD 67,991 101,728
    MCDONALDS 1,147,248 1,418,803
    MEDTRONIC PUBLIC 42,010 52,010
    METLIFE 27,545 30,283
    MICROSOFT    
    MICROSOFT 56,873 118,772
    MONDELEZ INTERNATIONAL 45,038 50,810
    MONDELEZ INTL 340,203 470,274
    MONDELEZ INTL 186,240 526,230
    MOODY'S    
    MORGAN STANLEY 19,983 31,935
    MORGAN STANLEY 45,141 61,471
    MOTOROLA SOLUTIONS 63,395 71,935
    NUTRIEN LTD 42,489 51,724
    NVR 23,201 36,719
    O'REILLEY AUTOMOTIVE 16,205 19,461
    OMEGA 73,407 90,800
    ON SEMICONDUCTOR CORP 65,912 105,587
    PARKER-HANNIFIN 22,820 37,865
    PEPSICO 48,725 57,985
    PERMIANVILLE RTY (ENDURO)    
    PFIZER 42,452 38,098
    PHILIP MORRIS 9,336 10,018
    PHILIP MORRIS INT'L 499,806 455,014
    PHILIP MORRIS INTL 44,902 82,790
    PHILIP MORRIS INTL    
    PIONEER NATURAL    
    POPULAR INC 18,443 18,586
    PROCTER & GAMBLE 35,730 50,090
    PROCTER & GAMBLE 588,238 906,636
    PUBLIC STORAGE 19,566 23,093
    QUALCOMM    
    RAYTHEON CO    
    REDIFF.COM INDIA    
    REDIFF.COM INDIA    
    REDIFF.COM INDIA    
    REDIFF.COM INDIA LTD.    
    ROPER TECH    
    SAIA INC 30,413 29,832
    SANDRIDGE MISS TRUST    
    SHERWIN-WILLIAMS 55,750 98,478
    SHERWIN-WILLIAMS 16,210 24,252
    TEXAS INSTRUMENTS 25,095 41,033
    TEXAS INSTRUMENTS 67,990 104,715
    THERMO FISHER    
    THERMO FISHER 20,654 40,989
    TJX COMPANIES 29,165 42,750
    TRUIST FINANCIAL CORP 28,608 32,065
    TWITTER INC 15,184 54,150
    TWO HARBORS INVESTMENT 49,426 31,850
    UNION PACIFIC CORP 87,732 110,357
    UNITED AIRLINES / CONTINENTAL    
    UNITED HEALTH 72,648 98,541
    UNITED TECH    
    VF CORP 29,590 44,072
    VIRTU FINANCIAL    
    VISA 17,583 26,029
    WALT DISNEY    
    WALT DISNEY 48,009 71,023
    WEYERHAEUSER COMPANY 22,794 26,254
    WHEATON PRECIOUS METALS 35,268 51,799

    TY 2020 LegalFeesSchedule
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SEYFARTH SHAW LLP 200     200


    TY 2020 OtherExpensesSchedule
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    LICENSES & FEES 10     10
    ROYALTY EXPENSE - SANDRIDGE 206 206    
    INVESTMENT EXPENSE - SANDRIDG 190 190    
    DEPLETION - SANDRIDGE 749 749    


    TY 2020 OtherIncomeSchedule2
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SANDRIDGE ROYALTY INC 245 245  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 52,547 52,547    


    TY 2020 TaxesSchedule
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 570 570    
    FEDERAL EXCISE TAX 15,000