Form990-PF
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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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
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$15,198,092J 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) 1,740,429
2 Check bullet.............
3 Interest on savings and temporary cash investments 57,729 57,729  
4 Dividends and interest from securities... 270,413 270,413  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 873,904
b Gross sales price for all assets on line 6a 3,593,528
7 Capital gain net income (from Part IV, line 2)... 873,904
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........ 2,942,475 1,202,046  
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 9,430     9,430
c Other professional fees (attach schedule).... Click to see attachment 69,885 69,885    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,364 1,245   10
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 15 15    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,894 71,145   9,640
25 Contributions, gifts, grants paid....... 1,831,355 1,831,355
26 Total expenses and disbursements. Add lines 24 and 25 1,912,249 71,145   1,840,995
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,030,226
b Net investment income (if negative, enter -0-) 1,130,901
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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......... 716,360 716,975 716,975
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)....... 7,341,628 Click to see attachment8,541,027 12,268,839
c Investments—corporate bonds (attach schedule)....... 2,353,049 Click to see attachment2,183,257 2,207,078
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) 10,416,237 11,446,459 15,198,092
Liabilities 17 Accounts payable and accrued expenses.......... 36 32
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)......... 36 32
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 10,416,201 11,446,427
29 Total net assets or fund balances (see instructions)..... 10,416,201 11,446,427
30 Total liabilities and net assets/fund balances (see instructions). 10,416,237 11,446,459
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
10,416,201
2
Enter amount from Part I, line 27a .....................
2
1,030,226
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
11,446,427
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
11,446,427
Form 990-PF (2021)
Form 990-PF (2021)
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 ADVISORY P 2021-11-16 2021-12-31
b ADVISORY P 2018-11-16 2021-12-31
c BROKERAGE P 2019-01-01 2021-12-31
d BROKERAGE P   2021-09-15
e CORP FI P 2021-01-01 2021-06-30
CORP FI P 2020-01-01 2021-12-31
DIAMOND HILL P 2021-01-01 2021-06-30
DIAMOND HILL P 2020-01-01 2021-12-31
VAUGHN NELSON P 2021-01-01 2021-06-30
VAUGHN NELSON P 2020-01-01 2021-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 10,063   9,614 449
b 578,656   517,331 61,325
c 125,223   124,479 744
d 50,000   48,501 1,499
e 16,306   16,300 6
170,707   165,031 5,676
50,227   45,450 4,777
418,786   272,359 146,427
1,312,339   1,005,090 307,249
855,565   515,469 340,096
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       449
b       61,325
c       744
d       1,499
e       6
      5,676
      4,777
      146,427
      307,249
      340,096
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 2 873,904
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 3 313,980
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
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 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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 15,720
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 15,720
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 8,812
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 24,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,812
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 17,092
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet17,092 RefundedBullet 11  
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. 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 XIV..................................
    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 2021 or the taxable year beginning in 2021? 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
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 2021, 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 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)
     
    No
    (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
     
     
    c
    ........bullet
    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 2021? .............
    1d
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    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
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN 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 (2021)
    Form 990-PF (2021)
    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.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,874,963
    b
    Average of monthly cash balances.......................
    1b
    780,350
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,655,313
    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
    14,655,313
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    219,830
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    14,435,483
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    721,774
    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
    721,774
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    15,720
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,720
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    706,054
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    706,054
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    706,054
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 706,054
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 400,684
    b From 2017...... 268,490
    c From 2018...... 336,335
    d From 2019...... 153,504
    e From 2020...... 546,697
    f Total of lines 3a through e ........ 1,705,710
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,840,995
    a Applied to 2020, 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 2021 distributable amount..... 706,054
    e Remaining amount distributed out of corpus 1,134,941
    5 Excess distributions carryover applied to 2021.    
    (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 2,840,651
    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 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		400,684
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,439,967
    10 Analysis of line 9:
    a Excess from 2017.... 268,490
    b Excess from 2018.... 336,335
    c Excess from 2019.... 153,504
    d Excess from 2020.... 546,697
    e Excess from 2021.... 1,134,941
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    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 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 (2021)
    Form 990-PF (2021)
    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
    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
    CEDARS -SINAI
    8700 BEVERLY BLVD
    LOS ANGELES,CA90048     		NONE PUBLIC CHARITABLE 250
    CEDILLE CHICAGO
    1205 WEST BALMORAL AVE
    CHICAGO,IL60640     		NONE PUBLIC CHARITABLE 500
    CENTER FOR ABUSED WOMEN & CHILDREN
    1116 N KEDZIE AVENUE
    CHICAGO,IL60651     		NONE PUBLIC CHARITABLE 500
    CHI ARTS
    521 EAST 35TH STREET
    CHICAGO,IL60616     		NONE PUBLIC CHARITABLE CONTRIBUTION 15,000
    CHICAGO ACADEMY FOR THE ARTS
    1010 W CHICAGO AVE
    CHICAGO,IL60642     		NONE PUBLIC CHARITABLE 50,000
    CHICAGO BOTANIC GARDEN
    1000 LAKE COOK RD
    GLENCOE,IL60022     		NONE PUBLIC CHARITABLE 250
    CHICAGO CHILDREN'S ADVOCACY CENTER
    1240 S DAMEN AVE
    CHICAGO,IL60608     		NONE PUBLIC CHARITABLE 500
    CHICAGO COALITION FOR THE HOMELESS
    70 EAST LAKE STREET
    STE 720
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE CONTRIBUTION 1,000
    CHICAGO SYMPHONY ORCHESTRA
    220 S MICHIGAN AVE
    CHICAGO,IL60604     		NONE PUBLIC CHARITABLE CONTRIBUTION 90,000
    CLEVELAND CLINIC
    9500 EUCLID AVE
    CLEVELAND,OH44195     		NONE PUBLIC CHARITABLE 1,000
    CONSUMER REPORTS
    PO BOX 96552
    WASHINGTON,DC20077     		NONE PUBLIC CHARITABLE 75
    DISABLED AMERICAN VETERANS
    PO BOX 14301
    CINCINATTI,OH45250     		NONE PUBLIC CHARITABLE 250
    DOCTORS WITHOUT BORDERS
    333 7TH AVE
    NEW YORK,NY10001     		NONE PUBLIC CHARITABLE CONTRIBUTION 1,000
    FEEDING AMERICA
    35 E WACKER DRIVE
    STE 2000
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE CONTRIBUTION 1,005
    FILL A HEART 4 KIDS
    270 MARKET SQUARE
    LAKE FOREST,IL60045     		NONE PUBLIC CHARITABLE 500
    FIRST SERVE NEW MEXICO
    PO BOX 31904
    SANTA FE,NM87594     		NONE PUBLIC CHARITABLE CONTRIBUTION 30,000
    FOUNDATION FOR HEARING & SPEECH
    PO BOX 180018
    CHICAGO,IL60618     		NONE PUBLIC CHARITABLE 50,000
    FRIENDS OF THE CHILDREN
    231 PINE AVE
    CHICAGO,IL60644     		NONE PUBLIC CHARITABLE 15,000
    GOLDEN APPLE AWARDS
    8 S MICHIGAN AVE
    STE 700
    CHICAGO,IL60603     		NONE PUBLIC CHARITABLE CONTRIBUTION 1,000
    GOODMAN THEATRE
    170 N DEARBORN
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE CONTRIBUTION 75,000
    GRANT PARK MUSIC FESTIVAL
    205 E RANDOLPH STREET
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE 2,500
    GREATER CHICAGO FOOD DEPOSITORY
    4100 W 42ND PL
    CHICAGO,IL60632     		NONE PUBLIC CHARITABLE CONTRIBUTION 10,000
    GUARNERI HALL
    11 E ADAMS ST
    STE 350A
    CHICAGO,IL60603     		NONE PUBLIC CHARITABLE 500
    HABITAT FOR HUMANITY
    931 W 75TH ST
    STE 137-110
    NAPERVILLE,IL60565     		NONE PUBLIC CHARITABLE CONTRIBUTION 1,000
    HARMONY HOPE & HEALING
    703 W MONROE ST
    CHICAGO,IL60661     		NONE PUBLIC CHARITABLE 500
    HIAS
    1300 SPRING ST STE 500
    SILVER SPRING,MD20910     		NONE PUBLIC CHARITABLE CONTRIBUTION 1,000
    HOME WORKS
    225 LINDEN AVE
    ST LOUIS,MO63105     		NONE PUBLIC CHARITABLE 1,500
    INGENUITY
    440 N WELLS ST
    STE 505
    CHICAGO,IL60654     		NONE PUBLIC CHARITABLE 5,000
    JCC FOUNDATION
    23280 N OLD MCHENRY RD
    LAKE ZURICH,IL60047     		NONE PUBLIC CHARITABLE 1,500
    JEWISH CHILD & FAMILY SERVICES
    216 W JACKSON BLVD
    STE 800
    CHICAGO,IL60606     		NONE PUBLIC CHARITABLE 1,000
    LINCOLN PARK ZOO
    PO BOX 14903 CANNON DR
    FULLERTON PARKWAY
    CHICAGO,IL60614     		NONE PUBLIC CHARITABLE CONTRIBUTION 116,350
    LYRIC OPERA OF CHICAGO
    20 N WACKER DR
    CHICAGO,IL60606     		NONE PUBLIC CHARITABLE CONTRIBUTION 10,145
    MD ANDERSON CANCER CENTER
    1515 HOLCOMBE BLVD
    HOUSTON,TX77030     		NONE PUBLIC CHARITABLE 500
    MEALS ON WHEELS CHICAGO
    314 W SUPERIOR ST 300
    CHICAGO,IL60654     		NONE PUBLIC CHARITABLE 2,500
    MUSEUM OF CONTEMPORARY ART
    200 EAST CHICAGO
    CHICAGO,IL60611     		NONE PUBLIC CHARITABLE CONTRIBUTION 50,000
    MUSICAL MOVEMENTS FOR CHANGE
    711 PRINCESS ST
    ALEXANDRIA,VA22314     		NONE PUBLIC CHARITABLE CONTRIBUTION 50,000
    NATURAL RESOURCES DEFENSE COUNCIL
    40 W 20TH ST
    NEW YORK,NY10011     		NONE PUBLIC CHARITABLE 500
    NDI NEW MEXICO
    1140 ALTO STREET
    SANTA FE,NM87501     		NONE PUBLIC CHARITABLE CONTRIBUTION 5,000
    NEW MEXICO SCHOOL FOR THE ARTS
    275 EAST ALAMEDA
    SANTA FE,NM87501     		NONE PUBLIC CHARITABLE CONTRIBUTION 2,500
    NEW ROADS SCHOOL FUND
    3131 OLYMPIC BLVD
    SANTA MONICA,CA90404     		NONE PUBLIC CHARITABLE 10,000
    NORTHWESTERN MEMORIAL FOUNDATION
    251 E HURON ST
    STE 3-200
    CHICAGO,IL60611     		NONE PUBLIC CHARITABLE CONTRIBUTION 100,000
    O'KEEFFE MUSEUM
    217 JOHNSON ST
    SANTA FE,NM87501     		NONE PUBLIC CHARITABLE 5,000
    PREVENT CHILD ABUSE AMERICA
    228 S WABASH AVE
    CHICAGO,IL60604     		NONE PUBLIC CHARITABLE 500
    READING PARTNERS
    180 GRAND AVE
    STE 800
    OAKLAND,CA94612     		NONE PUBLIC CHARITABLE 500
    RESPECTACLE
    529 2ND STREET STE 100
    HUDSON,WI54016     		NONE PUBLIC CHARITABLE 7,500
    SANTA FE CHAMBER MUSIC FESTIVAL
    PO BOX 2227
    SANTA FE,NM87501     		NONE PUBLIC CHARITABLE CONTRIBUTION 32,700
    SANTA FE COMMUNITY FOUNDATION
    501 HALONA ST
    SANTA FE,NM87505     		NONE PUBLIC CHARITABLE 2,500
    SANTA FE SYMPHONY
    301 GRIFFIN ST
    SANTA FE,NM87501     		NONE PUBLIC CHARITABLE 1,000
    SCOTT'S HOUSE INC
    287 RODEO ROAD
    SANTA FE,NM87505     		NONE PUBLIC CHARITABLE 10,000
    THE CHICAGO FOUNDATION FOR WOMEN
    140 S DEARBORN ST
    STE 400
    CHICAGO,IL60603     		NONE PUBLIC CHARITABLE CONTRIBUTION 125,000
    THE JESSICA FUND
    1500 NORTH LAKE SHORE DR
    CHICAGO,IL60610     		NONE PUBLIC CHARITABLE CONTRIBUTION 875,000
    THE JOFFREY BALLET
    10 EAST RANDOLPH ST
    CHICAGO,IL60601     		NONE PUBLIC CHARITABLE CONTRIBUTION 5,500
    THE PARKER FOUNDATION
    2604-B EL CAMINO REAL
    STE 244
    CARLSBAD,CA92008     		NONE PUBLIC CHARITABLE 10,000
    THE RYAN SANG BIPOLAR FOUNDATION
    875 N MICHIGAN AVE
    STE 3100
    CHICAGO,IL60611     		NONE PUBLIC CHARITABLE 2,500
    THINK NEW MEXICO
    1227 PASEO DE PERALTA
    SANTA FE,NM87501     		NONE PUBLIC CHARITABLE CONTRIBUTION 2,000
    UCAN
    3605 W FILMORE
    CHICAGO,IL60624     		NONE PUBLIC CHARITABLE 2,500
    UNITED STATES HOLOCAUST MUSEUM
    595 ELM PL
    HIGHLAND PARK,IL60035     		NONE PUBLIC CHARITABLE 500
    VETERANS OF FOREIGN WARS
    406 WEST 34TH STREET
    KANSAS CITY,MO64111     		NONE PUBLIC CHARITABLE 300
    WORLD WILDLIFE FUND
    1250 24TH ST NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITABLE 530
    WTTW 11 WFMT
    5400 N ST LOUIS AVE
    CHICAGO,IL60625     		NONE PUBLIC CHARITABLE CONTRIBUTION 15,000
    Total .................................bullet 3a 1,831,355
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    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 57,729  
    4 Dividends and interest from securities ....          
    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 ............     		    14 873,904  
    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) ..   1,202,046  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,202,046
    (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 (2021)
    Form 990-PF (2021)
    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.
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    JOHN H HART FOUNDATION
     
    Employer identification number

    20-0156873
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    JOHN H HART FOUNDATION
          		Employer identification number
    20-0156873
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ESTATE OF LOUISE SHART
    TESTAMENTARY BEQUEST
    1500 LAKE SHORE DRIVE APT13 A
     
    CHICAGO, IL60610

    		$ 1,740,429


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    JOHN H HART FOUNDATION
          		Employer identification number

    20-0156873
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    JOHN H HART FOUNDATION
          		Employer identification number

    20-0156873
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,430     9,430

    TY 2021 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 59,336
    AMERICAN EXPRESS 100,000 99,880 100,697
    AMPHENOL 50,000 49,493 51,987
    ANNHEUSER-BUSCH 35000 38,442 37,596
    AON PLC 40000 42,197 42,045
    APPLE 2.5% 50,000    
    AT&T INC 33,626 32,738
    BANK OF AMERICA 75000 78,937 78,147
    BANK OF MONTREAL 60000 59,954 60,912
    BANK OF NOVA SCOTIA 30000 44,895 43,959
    BAT INTERNATIONAL 30000 30,510 29,465
    BP CAP MARKETS 2.75% 55,694 56,334
    CHARLES SCHWAB CORP 3.75 52,672 52,790
    CITIGROUP 30000 50,000 50,559
    CLOROX CO 50000 50,296 50,569
    CVS HEALTH 50,000 49,842 50,559
    ESTEE LAUDER 50,000 49,711 51,370
    FIFTH THIRD BANCORP 49,907 52,388
    FISERVE 75000 74,874 77,589
    GLAXOSMITHKLINE 50,000 49,961 50,411
    HOME DEPOT 75,000 75,044 76,503
    HP ENTERPRISE 20000 20,419 21,106
    INTUIT 35000 34,972 34,512
    JOHN DEERE 50,000 49,976 50,329
    JP MORGAN CHASE 100,000 100,000 100,597
    KINDER MORGAN 50,000 50,018 51,058
    MITSUBISHI 50,000 50,000 52,351
    MOODY'S 50,000 49,529 50,834
    MORGAN STANLEY 50,000 52,262 51,731
    MPLX 30000 30,075 29,714
    NEXTERA 50,000    
    NISOURCE FINANCE CORP 24,605 24,704
    NOVARTIS CAPITAL 1.75% 24,963 25,357
    ORACLE CORP 50,000 17,631 17,538
    PAYPAL HOLDINGS 25,000 24,985 25,880
    PFIZER 50,000 49,975 52,067
    PHILIP MORRIS 50000 50,069 50,489
    PROCTOR & GAMBLE 45000 44,927 43,923
    REALITY INCOME CORP 36,549 36,020
    REPUBLIC SERVICES 25000 24,960 25,731
    ROYAL BANK OF CANADA 3.7% 25,110 26,222
    ROYAL BANK OF CANADA 4.65 17,131 16,643
    SOUTHERN POWER COMPANY 4.15 27,850 27,201
    SUNTRUST BANKS 50,000    
    TD AMERITRADE 50000    
    TEXAS INSTRUMENTS 50000 49,734 50,186
    THERMO FISHER 50000    
    TJX COMPANIES 50000 49,316 50,945
    TOYOTA MOTOR 50,000    
    VALERO ENERGY 24,375 24,550
    VERIZON COMMUNICATIONS 10,550 10,567
    VF CORP 35000 17,997 18,091
    WALMART 50000 49,569 50,830
    WELLS FARGO 50,000 49,910 52,541
    XCEL ENERGY 29,888 29,407
    XILINX 75,000    

    TY 2021 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 55,737 101,192
    ABBVIE 28,598 34,933
    ACCENTURE    
    ALPHABET INC 111,803 153,543
    ALTRIA GROUP 298,200 568,680
    AMAZON 99,913 143,377
    AMERICAN INTL 76,250 113,095
    AON PUBLIC 76,330 115,415
    APPLE INC CMN 938 128,414 166,561
    APPLE INC. 2.5 49,974 50,016
    ARCHER-DANIELS-MIDLAND CO 22,594 39,270
    ARIEL INTL    
    BANK OF AMERICA CORP 48,693 85,732
    BERKSHIRE HATHAWAY 64,530 90,597
    BERKSHIRE HATHAWAY INC CLASS B 150,086 158,470
    BECTON, DICKINSON AND COMPANY 39,067 39,734
    BOOKING HOLDINGS INC 35,027 47,985
    BORGWARNER 27,989 32,000
    BROADRIDGE FINANCIAL    
    CARRIER GLOBAL 12,891 40,463
    CATERPILLAR 22,076 30,598
    CHARLES SCHWAB    
    CHARTER COMMUNICATIONS 22,122 40,422
    CHEVRON CORP 56,429 60,787
    CHEVRON CORP    
    CLOROX CO 127,918 132,339
    COGENT COMM 73,960 76,327
    COGNIZENT TECH 43,280 58,910
    COMCAST 26,968 34,627
    CROCS, INC. 34,260 31,414
    CUMMINS INC    
    DANAHER CORPORATION 150,111 161,544
    DEERE & CO 20,435 26,403
    DOMINION ENERGY 29,899 30,953
    ELECTRONIC ARTS    
    ENTEGRIS 57,598 92,294
    INTERCONTINENTAL EXCHANGE 55,743 65,103
    JACK HENRY & ASSOC INC 92,064 92,178
    FACEBOOK 36,396 59,534
    FACEBOOK 59,328 105,278
    FIDELITY NATL INFO SVCS 43,807 43,551
    FIRST REPUBLIC BANK 11,165 24,575
    FREEPORT-MCMORAN INC 60,544 64,139
    GENERAL MOTORS 40,925 62,324
    GILEAD SCIENCES    
    GS GQG PARTNERS EMERGING MARKETS 439,858 391,604
    GS GQG PARTNERS 525,888 807,138
    HANESBRANDS 25,786 28,006
    HARTFORD 33,728 53,230
    HCA HEALTHCARE    
    HOME DEPOT 48,523 61,006
    HONEYWELL 19,147 28,357
    HUMANA 41,631 60,766
    JP MORGAN    
    KIMBERLY-CLARK    
    KKR & CO 28,204 86,197
    KOSMOS ENERGY 73,104 56,315
    KRAFT HEINZ CO 100,680 107,700
    L3HARRIS TECHNOLOGIES 26,141 30,920
    LAMB WESTON    
    LINDE PLC 22,913 45,729
    LKQ CORP    
    LUMINAR TECHNOLOGIES 37,745 33,752
    MARSH & MCLENNAN 21,628 40,500
    MASIMO CORP 94,403 131,165
    MASTERCARD    
    MCDONALDS 1,147,248 1,772,479
    MEDTRONIC PUBLIC 45,373 48,932
    METLIFE    
    MICROSOFT 63,836 167,824
    MONDELEZ INTERNATIONAL 57,927 72,941
    MONDELEZ INTL 340,203 533,331
    MONDELEZ INTL 186,240 596,790
    MONOLITHIC POWER SYSTEMS 78,807 82,386
    MORGAN STANLEY    
    MORGAN STANLEY    
    MOTOROLA SOLUTIONS 70,312 125,254
    NASDAQ INC. 36,763 39,901
    NEXTERA ENERGY 106,190 131,544
    NUTRIEN LTD    
    NVR 32,609 64,998
    NVIDIA CORPORATION 64,501 143,232
    O'REILLEY AUTOMOTIVE    
    OMEGA 73,407 73,975
    ON SEMICONDUCTOR CORP    
    PARKER-HANNIFIN 29,520 52,172
    PEPSICO 57,358 79,038
    PFIZER 52,652 78,477
    PHILIP MORRIS    
    PHILIP MORRIS INT'L 499,806 522,120
    PHILIP MORRIS INTL 44,902 95,000
    POPULAR INC 19,678 28,796
    PROCTER & GAMBLE 50,902 78,191
    PROCTER & GAMBLE 588,238 1,065,887
    PUBLIC STORAGE 23,543 43,824
    SAIA INC 74,353 133,801
    SBA COMMUNICATIONS 11,197 18,284
    SHERWIN-WILLIAMS 17,654 36,977
    SHERWIN-WILLIAMS    
    SS&C TECHNOLOGIES 31,107 33,120
    TEXAS INSTRUMENTS    
    TEXAS INSTRUMENTS 39,451 50,887
    TECHNIPFMC 55,359 32,856
    THERMO FISHER    
    TJX COMPANIES    
    TRUIST FINANCIAL CORP 46,628 57,320
    TWITTER INC 15,184 43,220
    TWO HARBORS INVESTMENT 49,426 28,850
    UNION PACIFIC CORP 93,593 140,073
    UNITED HEALTH    
    UNITY SOFTWARE 33,330 43,183
    VERIZON COMMUNICATIONS 27,753 25,616
    VF CORP 33,042 41,003
    VERTEX PHARMACEUTICALS 106,232 121,219
    VIR BIOTECHNOLOGY 42,980 41,870
    VISA 26,634 35,540
    WALT DISNEY 60,217 68,926
    WELLS FARGO & CO 23,657 28,355
    WEYERHAEUSER COMPANY 27,170 37,596
    WHEATON PRECIOUS METALS 101,918 101,186
    ZYNGA INC 23,624 15,117

    TY 2021 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 2021 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        
    BANK FEES 15 15    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 69,885 69,885    


    TY 2021 TaxesSchedule
    Name:
    JOHN H HART FOUNDATION
    EIN:
    20-0156873
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 1,245 1,245    
    FEDERAL EXCISE TAX 109      
    LICENSES AND FEES 10     10