Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
JAMES G HART FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)15541 W ILLINOIS ROUTE 173
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WADSWORTH, IL600839469
A Employer identification number

20-0254015
B Telephone number (see instructions)

(847) 599-1717
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$17,003,995J 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) 3,500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 83,458 83,458  
4 Dividends and interest from securities... 391,566 391,566  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 251,941
b Gross sales price for all assets on line 6a 3,493,044
7 Capital gain net income (from Part IV, line 2)... 251,941
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........ 730,465 726,965  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
7,323 0   7,323
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
51,899 38,924   12,975
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
10,932 888   15
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
243 243   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,397 40,055   20,313
25 Contributions, gifts, grants paid....... 756,000 756,000
26 Total expenses and disbursements. Add lines 24 and 25 826,397 40,055   776,313
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -95,932
b Net investment income (if negative, enter -0-) 686,910
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 419,880 297,803 297,803
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow1,804
Less: allowance for doubtful accounts right arrow   1,800 1,804 1,804
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,601,961 Click to see attachment
List of Attached Documents:
// Content
7,610,225 		12,393,766
c Investments—corporate bonds (attach schedule)....... 2,424,435 Click to see attachment
List of Attached Documents:
// Content
2,395,140 		2,334,526
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,684,211 Click to see attachment
List of Attached Documents:
// Content
1,731,383 		1,976,096
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 12,132,287 12,036,355 17,003,995
Liabilities 17 Accounts payable and accrued expenses..........    
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,132,287 12,036,355
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 12,132,287 12,036,355
30 Total liabilities and net assets/fund balances (see instructions). 12,132,287 12,036,355
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
12,132,287
2
Enter amount from Part I, line 27a .....................
2
-95,932
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,036,355
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,036,355
Form 990-PF (2023)
Form 990-PF (2023)
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 GOLDMAN SACHS      
b GOLDMAN SACHS      
c GOLDMAN SACHS      
d GOLDMAN SACHS      
e GOLDMAN SACHS      
GOLDMAN SACHS      
GE HEALTHCARE      
KENVUE INC      
GOLDMAN SACHS      
GOLDMAN SACHS      
GCI LIBERTY INC      
GOLDMAN SACHS      
GOLDMAN SACHS      
CAPITAL GAINS DIVIDENDS 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 37,154   36,910 244
b 54,874   57,822 -2,948
c 512,357   523,965 -11,608
d 212,000   205,257 6,743
e 1,016,877   1,006,259 10,618
1,268,873   1,066,746 202,127
22     22
10     10
14,888   14,688 200
335,632   289,479 46,153
470     470
37,913   38,014 -101
1,963   1,963 0
11     11
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       244
b       -2,948
c       -11,608
d       6,743
e       10,618
      202,127
      22
      10
      200
      46,153
      470
      -101
      0
      11
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 2 251,941
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 9,548
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 9,548
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 9,548
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 7,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,200
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 2,652
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow2,652 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIL
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJAMES G HART Telephone no.right arrow (847) 599-1717

Located atright arrow15541 W ILLINOIS ROUTE 173WADSWORTHIL ZIP+4right arrow600839469
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JAMES G HART PRES & TREAS/DIRECTOR
0.00 		0 0 0
15541 W ILLINOIS ROUTE 173
WADSWORTH,IL60083
CAROL ANN VRETTA DIRECTOR
0.00 		0 0 0
7813 HIGHTOWER DRIVE
NORTH RICHLAND HILLS,TX76182
ROCKNEY W HUDSON SECRETARY/DIRECTOR
0.00 		0 0 0
20 NORTH WACKER DR SUITE 1520
CHICAGO,IL60606
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
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
16,287,718
b
Average of monthly cash balances.......................
1b
581,416
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,869,134
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
16,869,134
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
253,037
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,616,097
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
830,805
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
830,805
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
9,548
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,548
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
821,257
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
821,257
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
821,257
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
776,313
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
776,313
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 821,257
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 761,453
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 776,313
a Applied to 2022, but not more than line 2a 761,453
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 14,860
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		806,397
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
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).)
JAMES G HART
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
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 (2023)
Form 990-PF (2023)
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

ACTIVE TRANSPORTATION ALLIANCE

35 E WACKER PLACE STE 1782
CHICAGO,IL60601 		NONE   GENERAL FUND 1,500

ALDO LEOPOLD FOUNDATON

E13701 LEVEE ROAD
BARABOO,WI53913 		NONE   GENERAL FUND 2,500

AMERICAN CIVIL LIBERTIES UNION FND

150 N MICHIGAN AVE
CHICAGO,IL60601 		NONE   GENERAL FUND 1,000

AMERICAN FRIENDS SERVICE COMMITTEE

1501 CHERRY STREET
PHILIDELPHIA,PA19102 		NONE   GENERAL FUND 500

AMERICAN NEAR EAST REFUGEE AID

1111 14TH ST NW STE 400
WASHINGTON,DC20005 		NONE   GENERAL FUND 7,500

AMERICAN RIVERS

1101 14TH STREET NW
WASHINGTON,DC20005 		NONE   GENERAL FUND 1,500

AMNESTY INTERNATIONAL

5 PENN PLAZA 16TH FLOOR
NEW YORK,NY10001 		NONE   GENERAL FUND 10,000

ASSOCIATION FOR CULTURAL EQUITY

425 E 25TH STREET
NEW YORK,NY10010 		NONE   GENERAL FUND 500

BENNINGTON COLLEGE

1 COLLEGE DRIVE
BENNINGTON,VT05201 		NONE   GENERAL FUND 6,000

BIKEPACKING ROOTS

2820 MARYLAND AVE
BALTIMORE,MD21218 		NONE   GENERAL FUND 500

BLUE CHURCH CHARITABLE FOUNDATION

940 BALTIMORE PIKE
SPRINGFIELD,PA19064 		NONE   GENERAL FUND 1,000

BRENNAN CENTER FOR JUSTICE

1140 CONNECTICUT AVE NW
WASHINGTON,DC20036 		NONE   GENERAL FUND 1,500

BROWN UNIVERSITY

69 BROWN STREET
PROVIDENCE,RI02912 		NONE   GENERAL FUND 6,000

CARNEGIE COUNCIL

170 E 64TH STREET
NEW YORK,NY10065 		NONE   GENERAL FUND 1,500

CENTER FOR CONSTITUTIONAL RIGHTS

666 BROADWAY
NEW YORK,NY10012 		NONE   GENERAL FUND 1,000

CENTER FOR PUBLIC INTEGRITY

910 17TH STREET NW STE 700
WASHINGTON,DC20006 		NONE   GENERAL FUND 10,000

COMMITTEE TO PROTECT JOURNALISTS

330 7TH AVENUE 11TH FLOOR
NEW YORK,NY10001 		NONE   GENERAL FUND 50,000

COMMON CAUSE EDUCATION FUND

805 15TH STREET NW
WASHINGTON,DC20005 		NONE   GENERAL FUND 1,000

CONSERVATION INTERNATIONAL

2011 CRYSTAL DR STE 500
ARLINGTON,VA22202 		NONE   GENERAL FUND 1,000

DETROIT AREA AGENCY ON AGING

1333 BREWERTY PARK BLVD
DETROIT,MI48207 		NONE   GENERAL FUND 500

DRUG POLICY ALLIANCE

131 W 33RD STREET
NEW YORK,NY10001 		NONE   GENERAL FUND 2,000

EARTHJUSTICE

50 CALIFORNIA ST
SAN FRANCISCO,CA94111 		NONE   GENERAL FUND 2,500

ENVIRONMENTAL LAW & POLICY CENTER

35 E WACKER DRIVE
CHICAGO,IL60601 		NONE   GENERAL FUND 2,500

FCNL EDUCATION FUND

245 2ND ST NE
WASHINGTON,DC20002 		NONE   GENERAL FUND 500

FESTIVALS ACADIENS AT CREOLES

500 GIRADE PARK DRIVE
LAFAYETTE,LA70508 		NONE   GENERAL FUND 500

FREE PRESS

PO BOX 60238
FLORENCE,MA01062 		NONE   GENERAL FUND 1,000

FREEDOM OF THE PRESS FOUNDATION

49 FLATBUSH AVENUE
BROOKLYN,NY11217 		NONE   GENERAL FUND 1,500

FRONTLINE JOURNALISM FUND

1 GUEST STREET
BOSTON,MA02135 		NONE   GENERAL FUND 50,000

FUND FOR INVESTIGATIVE JOURNALISM

1100 13TH ST NW
WASHINGTON,DC20005 		NONE   GENERAL FUND 2,000

FUND FOR PEACE EDUCATION

609 G STREET SW
WASHINGTON,DC20024 		NONE   GENERAL FUND 500

HUMAN RIGHTS WATCH

350 5TH AVE
NEW YORK,NY10118 		NONE   GENERAL FUND 10,000

INSTITUTE FOR MUSIC & NEUROLOGIC FUNCTION

612 ALLERTON AVE
BRONX,NY10467 		NONE   GENERAL FUND 50,000

INTERNATIONAL RESCUE COMMITTEE

122 E 42ND STREET
NEW YORK,NY10168 		NONE   GENERAL FUND 20,000

INVEST FOR KIDS

875 N MICHIGAN AVE
CHICAGO,IL60611 		NONE   GENERAL FUND 5,000

KARTEMQUIN EDUCATIONAL FILMS

1901 W WELLINGTON AVE
CHICAGO,IL60657 		NONE   GENERAL FUND 7,500

MASSACHUSETTS PEACE ACTION

11 GARDEN ST
CAMBRIDGE,MA02138 		NONE   GENERAL FUND 500

NEW TRIER EDUCATIONAL FOUNDATION

7 HAPP ROAD
NORTHFEILD,IL60093 		NONE   GENERAL FUND 1,000

NEW YORK PUBLIC RADIO

160 VARICK STREET
NEW YORK,NY10013 		NONE   GENERAL FUND 1,500

NONVIOLENT PEACEFORCE

2143 LOWRY AVE
MINNEAPOLIS,MN55411 		NONE   GENERAL FUND 1,500

NORTHERN PUBLIC RADIO

NORTHERN ILLINOIS UNIVERSITY
DEKALB,IL60115 		NONE   GENERAL FUND 7,500

OLD TOWN SCHOOL OF FOLK MUSIC

4544 N LINCOLN AVE
CHICAGO,IL60625 		NONE   GENERAL FUND 75,000

OXFAM AMERICA

226 CAUSEWAY STREET
BOSTON,MA02114 		NONE   GENERAL FUND 2,000

PARTNERS IN HEALTH

800 BOYLSTON STREET
BOSTON,MA02199 		NONE   GENERAL FUND 500

PRAIRIE RIVER NETWORK

1605 SOUTH STATE STREET
CHAMPAIGN,IL61820 		NONE   GENERAL FUND 750

PROJECT ON GOVERNMENT OVERSIGHT

1100 G STREET NW STE 500
WASHINGTON,DC20005 		NONE   GENERAL FUND 25,000

PUBLIC CITIZENS FOUNDATION

1600 20TH NW
WASHINGTON,DC20009 		NONE   GENERAL FUND 2,000

RESIST

PO BOX 301240
BOSTON,MA02130 		NONE   GENERAL FUND 2,500

RESPIRATORY HEALTH ASSOCIATION

1440 W WASHINGTON STREET
CHICAGO,IL60607 		NONE   GENERAL FUND 5,500

RIVER ALLIANCE OF WISCONSIN

612 W MAIN STREET
MADISON,WI53703 		NONE   GENERAL FUND 1,500

SAVE THE CHILDREN

501 KINGS HWY EAST
FAIRFIELD,CT06825 		NONE   GENERAL FUND 500

SONG OF THE MOUNTAINS

117 E MAIN STREET
MARION,VA24354 		NONE   GENERAL FUND 2,000

TANENBAUM CENTER FOR INTER-RELIGIOUS UNDERSTANDING

55 BROAD STREET
NEW YORK,NY10004 		NONE   GENERAL FUND 1,500

THE PEOPLES MUSIC SCHOOL

931 W EASTWOOD AVE
CHICAGO,IL60640 		NONE   GENERAL FUND 3,000

THE WILLIAM F MORAN JR MUSEUM

4246 OLD NATONAL PIKE
MIDDLETOWN,MD21769 		NONE   GENERAL FUND 1,000

TULANE UNIVERSITY

PO BOX 61075
NEW ORLEANS,LA70161 		NONE   GENERAL FUND 100,000

US CAMPAIGN FOR PALESTINIAN RIGHTS

PO BOX 3609
WASHINGTON,DC20027 		NONE   GENERAL FUND 25,000

UNION OF CONCERNED SCIENTISTS

2 BRATTLE SQUARE
CAMBRIDGE,MA02138 		NONE   GENERAL FUND 1,250

USA FOR UNHCR

1301 L ST NW
WASHINGTON,DC20005 		NONE   GENERAL FUND 2,000

WAMU 885

PO BOX 98101
WASHINGTON,DC20090 		NONE   GENERAL FUND 4,000

WBUR 909

890 COMMONWEALTH AVE
BOSTON,MA02215 		NONE   GENERAL FUND 3,000

WDCB PUBLIC RADIO

425 FAWELL ROAD
GLEN ELLYN,IL60137 		NONE   GENERAL FUND 5,000

WHEATLAND MUSIC ORGANIZATION

PO BOX 22
REMUS,MI49340 		NONE   GENERAL FUND 2,500

WHYY

150 N SIXTH STREET
PHILADELPHIA,PA19106 		NONE   GENERAL FUND 5,000

WISCONSIN CANOE HERITAGE MUSEUM

312 N FRONT STREET
SPOONER,WI54801 		NONE   GENERAL FUND 1,500

WISCONSIN DEMOCRACY CAMPAIGN

203 S PATERSON ST
MADISON,WI53703 		NONE   GENERAL FUND 2,500

WISCONSIN PUBLIC RADIO

821 UNIVERSITY AVE
MADISON,WI53706 		NONE   GENERAL FUND 30,000

WOMEN MAKE MOVIES

115 W 29TH ST STE 1200
NEW YORK,NY10001 		NONE   GENERAL FUND 170,000

WORKING BIKES

2434 S WESTERN
CHICAGO,IL60608 		NONE   GENERAL FUND 1,000

WUWM MILWAUKEE PUBLIC RADIO

161 W MILWAUKEE AV
MILWAUKEE,WI53203 		NONE   GENERAL FUND 7,500

CATO INSTITUTE

1000 MASSACHUSETTS AVE NW
WASHINGTON,DC20001 		NONE   GENERAL FUND 500
Total .................................right arrow 3a 756,000
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 83,458  
4 Dividends and interest from securities ....     14 391,566  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 251,941  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 726,965 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
726,965
(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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 AccountingFeesSchedule
Name:
JAMES G HART FOUNDATION
EIN:
20-0254015
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 7,323 0   7,323

TY 2023 InvestmentsCorpBondsSchedule
Name:
JAMES G HART FOUNDATION
EIN:
20-0254015
Name of Bond End of Year Book Value End of Year Fair Market Value
WELLS FARGO 3.75% 24,955 24,966
NXP BV/NXP FUNDING LLC 4.875% 33,064 32,936
MITSUBISHI UFJ FINANCIAL 3.407% 50,000 49,793
TOYOTA MOTOR CREDIT 2.5% 38,731 38,745
ACE INA HOLDINGS 3.35% 20,827 20,825
JOHN DEERE CAPITAL CORP 2.65% 22,672 22,703
FIRSERV INC 2.75% 50,110 49,250
BAT CAPITAL CORP 3.222% 50,074 49,184
BURLINGTON NORTHERN SANTA FE 3.4% 37,433 37,522
WPP FINANCE 3.75% 18,279 17,697
FIFTH THIRD BANCORP 2.375% 74,979 72,524
CANAIAN PACIFIC 2.9% 16,279 15,614
PACCAR FINANCIAL 1.8% 39,968 38,720
JP MORGAN CHASE & CO .563% 26,510 26,819
EXXON MOBIL CORP 2.992 35,474 34,281
PEPSICO INC 2.25% 29,979 29,144
FOX CORP 3.05% 31,698 30,180
BANK OF MONTREAL 1.85% 59,954 57,532
PHILIP MORRIS INT'L 1.5% 24,878 23,889
INTERCONTINENTIAL EXCHANGE INC 3.65% 42,421 41,181
VODAFONE GROUP 4.125% 33,257 31,573
XCEL ENERGY 3.3% 22,586 21,464
INTUIT INC 0.95% 29,976 28,268
UNITED TECHNOLOGIES CORP 3.95% 31,429 29,572
HEWLETT PACKARD 4.9% 13,713 11,945
CIBC 0.95% 10,475 10,275
REALTY INCOME CORP 4.625% 25,378 23,851
DOWDUPONT INC 4.493% 41,211 40,705
MORGAN STANLEY 5.0% 10,703 9,987
SOUTHERN POWER CO 4.15% 37,005 34,477
THE BANK OF NOVA SOTIA 4.95% 42,482 39,351
SIMON PROPERTY GROUP 3.3% 41,729 40,698
ROYAL BANK OF CANADA 4.65% 41,387 38,683
ALTRIA GROUP INC 4.4% 19,155 18,831
MAGELLANMIDSTREAM PRTNS 5.0% 17,433 16,964
CHARLES SCHWAB 0.9% 39,951 36,680
JP MORGAN CHASE 2.005% 14,401 13,452
CITIGROUP INC 3.106% 35,713 34,993
OMNICOM GROUP INC 3.6% 28,294 28,261
MORGAN STANLEY 2.188% 21,051 19,216
AMEX 4.99% 21,630 21,940
ABBVIE INC 3.2% 26,187 24,224
WELLS FARGO 4.1% 15,843 14,676
CIBC 1.25% 19,616 19,250
AMERICAN HONDA FINANCE 5.25% 37,086 37,668
DUKE ENERGY 2.65% 15,434 14,243
ENTERGY CORP 2.95% 10,268 9,498
BHP BILLITON FINANCE 5.25% 41,825 42,960
KNDER MORGAN INC 1.75% 39,835 39,582
ARCH CAPITAL FINANCE LLC 29,466 29,103
SUMITOMO MITSUI FINANCIAL 3.446% 38,118 34,622
CBOE HOLDINGS INC 3.65% 30,841 31,056
AT&T 3.8% 19,208 17,577
TRUIST FINANCIAL 1.267% 43,842 42,127
BOA CORP 1.658% 35,163 36,089
XCEL ENERGY 1.75% 20,895 19,163
VERIZON COMMUNICATIONS 3.0% 38,720 35,200
CVS HEALTH 3.625% 37,753 35,880
KEYSIGHT TECH 4.6% 33,556 30,907
NEXTERA ENERGY 3.55% 42,159 40,467
MID-AMERICA APTS 3.6% 27,497 27,084
EBAY INC 3.6% 41,506 41,599
MORGAN STANLEY 1.512% 17,881 18,275
3M CO 2.875% 47,134 48,035
MPLX LP 4.25% 14,778 14,676
US BANCORP 2.215% 35,558 35,865
DELL INTERNATIONAL 2.215% 32,459 32,817
STATE STREET CORP 2.203% 46,665 47,393
INTEL CORP 4.875% 37,050 37,639
PHILIP MORRIS INT'L 4.875% 17,299 17,199
ERP OPERATING 3.5% 12,188 12,429
AMGEN INC 5.15% 41,688 41,945
CLOROX CO 3.9% 40,710 40,695
CIGNA CORP 4.375% 16,718 16,853
BP CAPITAL MARKTES 3.723% 46,866 47,479
PNC FINANCIAL 5.354% 11,925 12,153
MARATHON PETROLEUM 5.125% 10,960 10,113
REALTY INCOME CORP 3.0% 13,199 13,294

TY 2023 InvestmentsCorpStockSchedule
Name:
JAMES G HART FOUNDATION
EIN:
20-0254015
Name of Stock End of Year Book Value End of Year Fair Market Value
ALLSTATE CORP 51,355 77,829
ALTRIA GROUP INC. 731,327 824,388
APTARGROUP INC 66,840 82,331
AT&T INC 7,145 5,806
BANK OF AMERICA CORP 5,278 6,734
CITIGROUP INC. 1,477 1,183
DOMINION ENERGY INC 39,419 25,850
EXXON MOBILE CORP 21,321 27,495
GE HEALTHCARE TECH 831 1,082
GENERAL ELECTRIC CO 3,124 5,488
INTEL CORP 9,138 10,050
KENVUE INC 10,272 12,961
THE KRAFT HEINZ CO 235,054 214,299
MCDONALDS CORP 118,929 794,943
MICROSOFT CORP 53,480 188,020
MONDELEZ INT'L 472,646 1,259,268
MORGAN STANLEY 20,578 43,641
ORACLE CORP 18,928 42,172
PFIZER INC 5,128 3,599
PHILIP MORRIS 652,216 745,584
PROCTER & GAMBLE 807,333 1,682,865
VERIZON COMMUNICATIONS INC 50,792 34,496
VIATRIS INC 197 162
WABTEC CORP 145 127
WALMART INC 7,420 11,824
WARNER BROTHERS DISCOVERY INC 2,920 945
WELLS FARGO & CO 10,250 9,844
NXP SEMICONDUCTORS NV 88,688 287,100
MCDONALDS 1,087,908 1,859,118
MONDELEZ INT'L INC 249,300 423,571
PROCTER & GAMBLE 500,118 810,073
ALPHABET INC 39,831 96,396
AMAZON.COM INC 72,607 111,676
CAPITAL ONE FINANCIAL CORP 39,137 54,415
CHARTTER COMMUNICATIONS INC 8,306 9,717
COMCAST CORP 33,663 41,482
CONOCOPHILLIPS 76,540 85,776
ELEVANCE HEALTH INC 35,268 44,798
GENERAL ELECTRIC CO 26,849 62,411
HILTON WORLDWIDE HOLDINGS INC 10,122 31,319
LIBERTY BROADBAND CORP 34,894 34,493
MARRIOTT INTERNATIONAL INC 7,603 29,768
META PLATFORMS (FKA: FACEBOOK INC) 30,989 84,950
MICROSOFT CORP 29,151 102,659
NETFLIX INC 23,243 58,912
OCCIDENTAL PETROLEUM CORP 10,523 10,091
UNITEDHEALTH GROUP INC 24,553 49,488
VISA INC 14,085 18,485
WELLS FARGO & CO 51,767 78,949
WOOWARD INC 17,791 24,912
AERCAP HOLDINGS NV 38,418 51,132
AON PLC 18,572 31,430
BAYER AG-SPONSORED ADR 34,419 22,270
PROSUS NV 27,787 25,911
SAFRAN SA 40,965 54,694
SAP SE 34,297 40,039
SHELL PLC 64,119 72,051
TAIWAN SEMICONDUCTER MFG 31,753 35,464
ABBOTT LABS 44,992 50,412
ABBVIE INC 3.2% 19,132 19,681
ALLSTATE CORP 36,638 44,794
ALPHABET INC 26,099 27,379
AMAZON.COM INC 28,289 33,579
AMERICAN INTERNATIONAL GROUP 65,716 72,154
BANK OF AMERICA 39,280 47,710
BECTON DICKINSON & CO 28,948 27,553
BERKSHIRE HATHAWAY INC 23,708 23,896
BORGWARNER INC 21,674 19,646
CARMAX INC 37,076 39,368
CATERPILLAR INC 35,907 38,437
CHEVRON CORP 33,407 29,534
CONOCOPHILLIOPS 63,989 62,097
DEERE & CO 26,733 27,991
DIAMONDBACK ENERGY 22,078 21,866
DOMINION ENERGY INC 17,297 18,095
FREEPORT MCMORAN INC 24,704 27,713
GENERAL MOTORS 29,338 31,574
HARTFORD FINANICAL 20,396 22,426
HCA HEALTHCARE 35,083 38,166
HONEYWELL INTL 20,063 22,439
HUMANA INC 33,805 32,047
KKR & CO INC 29,368 39,105
L3HARRIS TEHCNOLOGIES 19,878 24,011
LABORATORY CORPORATION OF AMER 25,456 27,957
LEAR CORP 21,415 22,170
MARSH & MCLENNAN CO 15,973 15,915
MARTIN MARIETTA MATERIALS 15,400 18,460
MICROSOFT CORP 13,403 15,794
NVR INC 30,250 35,002
NASDAW INC 20,469 24,186
PARKER-HANNIFIN CORP 27,265 31,788
PEPSICO INC 2.25% 46,104 46,366
PFIZER 34,535 32,072
REGAL REXNORD 24,173 26,200
SS&C TECHNOLOGIES HOLDINGS 27,890 31,899
STRYKER CORP 22,167 23,957
TARGET CORP 24,180 30,620
TEXAS INSTRUMENTS 37,692 40,058
THE HOME DEPOT INC 27,782 31,536
TRUIST FINANCIAL CORP 12,780 15,876
UNION PACIFIC 30,077 35,861
VISA INC 21,236 23,692
WASTE MANAGEMENT INC 22,466 25,611
WELLS FARGO & CO 29,740 35,340
EXTRA SPAC STORAG EINC 20,739 26,775
SBA COMMUNIOATIONS CORP 21,752 26,637
FERGUSON PLC 20,098 23,941
MEDTRONIC PUBLIC LTD CO 26,776 27,844

TY 2023 InvestmentsOtherSchedule2
Name:
JAMES G HART FOUNDATION
EIN:
20-0254015
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
GOLDMAN SACHS GOG PARTNERS INTERNATIONAL AT COST 1,269,395 1,560,103
GOG PARTNERS EMERGING MARKETS EQUITY FUND AT COST 461,988 415,993

TY 2023 OtherExpensesSchedule
Name:
JAMES G HART FOUNDATION
EIN:
20-0254015
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 243 243   0


TY 2023 OtherProfessionalFeesSchedule
Name:
JAMES G HART FOUNDATION
EIN:
20-0254015
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT ADVISORY 51,899 38,924   12,975


TY 2023 TaxesSchedule
Name:
JAMES G HART FOUNDATION
EIN:
20-0254015
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
US EXCISE TAXES 10,029 0   0
FOREIGN TAXES ON DIVIDENDS 888 888   0
STATE FILING FEES 15 0   15