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
THE JOHN A HARTFORD FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)55 EAST 59TH STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10022
A Employer identification number

13-1667057
B Telephone number (see instructions)

(212) 832-7788
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$675,031,343J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 944,326 944,326  
4 Dividends and interest from securities... 7,715,854 7,719,067  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 6,919,380
b Gross sales price for all assets on line 6a 130,085,071
7 Capital gain net income (from Part IV, line 2)... 6,919,380
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
51,738 0  
12 Total. Add lines 1 through 11........ 15,631,298 15,582,773  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,462,619 104,805   1,357,814
14 Other employee salaries and wages...... 1,718,679 36,905   1,680,044
15 Pension plans, employee benefits....... 1,323,545 56,728   1,271,891
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
13,730 0   13,730
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
43,000 21,500   21,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,665,832 2,136,450   1,523,765
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
183,450 0   0
19 Depreciation (attach schedule) and depletion... Click to see attachment
List of Attached Documents:
// Content
64,334 0  
20 Occupancy.............. 242,154 8,206   237,944
21 Travel, conferences, and meetings....... 393,648 24,418   363,791
22 Printing and publications.......... 11,334 0   11,334
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
403,901 13,920   392,852
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,526,226 2,402,932   6,874,665
25 Contributions, gifts, grants paid....... 28,176,380 23,870,685
26 Total expenses and disbursements. Add lines 24 and 25 37,702,606 2,402,932   30,745,350
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -22,071,308
b Net investment income (if negative, enter -0-) 13,179,841
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.............      
2 Savings and temporary cash investments......... 16,162,593 18,790,643 18,790,643
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 126,286 119,706 119,706
10a Investments—U.S. and state government obligations (attach schedule) 6,808,189 Click to see attachment
List of Attached Documents:
// Content
4,454,720 		4,454,720
b Investments—corporate stock (attach schedule)....... 163,759,557 Click to see attachment
List of Attached Documents:
// Content
187,902,126 		187,902,126
c Investments—corporate bonds (attach schedule)....... 87,205,584 Click to see attachment
List of Attached Documents:
// Content
103,522,180 		103,522,180
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).......... 344,070,527 Click to see attachment
List of Attached Documents:
// Content
359,765,949 		359,765,949
14 Land, buildings, and equipment: basis right arrow5,388,395
Less: accumulated depreciation (attach schedule) right arrow5,102,583 260,476 Click to see attachment
List of Attached Documents:
// Content
285,812 		285,812
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
100,758 		Click to see attachment
List of Attached Documents:
// Content
190,207 		Click to see attachment
List of Attached Documents:
// Content
190,207
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 618,493,970 675,031,343 675,031,343
Liabilities 17 Accounts payable and accrued expenses.......... 798,442 790,782
18 Grants payable................. 33,865,004 38,170,699
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,468,156 		Click to see attachment
List of Attached Documents:
// Content
3,672,333
23 Total liabilities (add lines 17 through 22)......... 37,131,602 42,633,814
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........... 581,362,368 632,397,529
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 581,362,368 632,397,529
30 Total liabilities and net assets/fund balances (see instructions). 618,493,970 675,031,343
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
581,362,368
2
Enter amount from Part I, line 27a .....................
2
-22,071,308
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
73,106,473
4
Add lines 1, 2, and 3 ..........................
4
632,397,533
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
4
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
632,397,529
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 STOCKS,ETFS, MF AND COMMINGLED FUNDS P    
b FIXED INCOME FUNDS P    
c PRIVATE EQUITY, PRIVATE DEBT AND REAL ESTATE P    
d CLASS ACTION P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 107,787,214   97,389,293 10,397,921
b 22,295,708   23,935,771 -1,640,063
c     1,840,627 -1,840,627
d 2,149     2,149
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       10,397,921
b       -1,640,063
c       -1,840,627
d       2,149
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 6,919,380
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) 1 183,200
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........................... 3 183,200
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- ..... 5 183,200
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 253,207
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 253,207
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......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 70,007
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow70,007 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 changesClick to see attachment
List of Attached Documents:
// Content
....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
Yes
 
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowNY
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 instructionsClick to see attachment
List of Attached Documents:
// Content
.................
12
Yes
 
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowWWW.JOHNAHARTFORD.ORG
14
The books are in care ofright arrowEVA CHENG Telephone no.right arrow (212) 832-7788

Located atright arrow55 EAST 59TH STREETNEW YORKNY ZIP+4right arrow10022
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)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 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
JOHN H ALLEN TRUSTEE
1.30 		14,000 0 0
55 E 59TH STREET
NY,NY10022
HUA EVA CHENG VICE PRES, FINANCE & CFO
40.00 		267,400 94,011 0
55 E 59TH STREET
NY,NY10022
TERESA T FULMER PRESIDENT
40.00 		626,942 99,485 0
55 E 59TH STREET
NY,NY10022
JENNIFER PHILLIPS CORPORATE SECY (THRU 11-6-23)
40.00 		98,282 45,047 0
55 E 59TH STREET
NY,NY10022
MARGARET L WOLFF TRUSTEE
1.50 		16,000 0 0
55 E 59TH STREET
NY,NY10022
NIRAV R SHAH TRUSTEE
1.30 		14,000 0 0
55 E 59TH STREET
NY,NY10022
LIAM DONOHUE TRUSTEE
1.00 		13,500 0 0
55 E 59TH STREET
NY,NY10022
GINNA BAIK TRUSTEE
0.80 		11,495 0 0
55 E 59TH STREET
NY,NY10022
JOHN R MACH JR MD CHAIR
2.20 		16,000 0 0
55 E 59TH STREET
NY,NY10022
ELIZABETH A PALMER CO VICE-CHAIR
1.70 		15,500 0 0
55 E 59TH STREET
NY,NY10022
EARL A SAMSON III CO VICE-CHAIR
1.70 		16,000 0 0
55 E 59TH STREET
NY,NY10022
CHARLES M FARKAS TRUSTEE
1.00 		13,500 0 0
55 E 59TH STREET
NY,NY10022
RANI E SNYDER VICE PRESIDENT, PROGRAM
40.00 		300,000 98,997 0
55 E 59TH STREET
NY,NY10022
DAVID DI MARTINO TRUSTEE
1.20 		13,500 0 0
55 E 59TH STREET
NY,NY10022
TRIPLER PELL TRUSTEE
1.50 		16,000 0 0
55 E 59TH STREET
NY,NY10022
PHYLLIS MEADOWS TRUSTEE
0.80 		10,500 0 0
55 E 59TH STREET
NY,NY10022
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
MARCUS ESCOBEDO VP COMM, SR PROGRAM
40.00 		221,900 71,031 0
55 E 59TH STREET
NY,NY10022
JANE CARMODY SENIOR PROGRAM OFFIC
40.00 		188,800 72,072 0
55 E 59TH STREET
NY,NY10022
NANCY WEXLER PROGRAM OFFICER
40.00 		194,200 48,151 0
55 E 59TH STREET
NY,NY10022
JON MILLER GRANTS MANAGER
40.00 		120,300 68,643 0
55 E 59TH STREET
NY,NY10022
SCOTT BANE PROGRAM OFFICER
40.00 		146,800 42,082 0
55 E 59TH STREET
NY,NY10022
Total number of other employees paid over $50,000...................right arrow 2
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
GOLDMAN SACHS & COMPANY INVESTMENT ADVISOR & MANAGERS 1,400,962
200 WEST STREET
NEW YORK,NY10282
DE SHAW OCULUS OFFSHORE INVESTMENT MANAGER 283,750
1166 AVENUE OF THE AMERICAS
NEW YORK,NY10036
CANTILLON CAPITAL MANAGEMENT INVESTMENT MANAGER 223,675
400 WEST 5TH STREET
NEW YORK,NY10019
NON-US EQUITY MANAGERS PORTFOLIO 4 INVESTMENT MANAGER 212,024
200 WEST STREET
NEW YORK,NY10282
MCDONALD DYNAMIC EQUITY LLC INVESTMENT MANAGER 172,236
200 WEST STREET
NEW YORK,NY10282
Total number of others receiving over $50,000 for professional services.............right arrow25
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 COMMUNICATION & DISSEMINATION - TO DISSEMINATE RESOURCES, INCLUDING RESEARCH, REPORTS, EDUCATIONAL MODULES, ARTICLES, TRAINING OPPORTUNITIES, PRODUCED BY THE FOUNDATION'S GRANTEES. TO PARTNER WITH MEDIA OUTLETS TO CREATE CONTENT ABOUT AGING ISSUES AND SUPPORT PROGRAMS THAT HELP JOURNALISTS DO A BETTER JOB REPORTING ON AGING AND HEALTH TOPICS. 1,903,799
2 AGING AND HEALTH MEETINGS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMONG GRANTEES AND OPERATIONALIZED NEW PROGRAM-RELATED AND GRANT IDEAS. 100,000
3 TECHNICAL ASSISTANCE - TO PROVIDE REGULAR ASSISTANCE AND CONSULTANT EXPENSES TO GRANTEES 51,000
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
629,710,236
b
Average of monthly cash balances.......................
1b
0
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
629,710,236
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
629,710,236
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
9,445,654
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
620,264,582
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
31,013,229
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
31,013,229
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
183,200
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
183,200
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
30,830,029
4
Recoveries of amounts treated as qualifying distributions................
4
28,038
5
Add lines 3 and 4............................
5
30,858,067
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
30,858,067
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
30,745,350
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
89,670
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
30,835,020
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 30,858,067
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 29,925,847
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$ 30,835,020
a Applied to 2022, but not more than line 2a 29,925,847
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..... 909,173
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 .......... 		29,948,894
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).)
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 e-mail address of the person to whom applications should be addressed:
PRESIDENT THE JOHN A HARTFORD FOUND
55 EAST 59TH STREET
NEW YORK,NY10022
(212) 832-7788
bThe form in which applications should be submitted and information and materials they should include:
APPLICATIONS SHOULD BE MAILED TO THE PRESIDENT OF THE FOUNDATION AT THE ABOVE ADDRESS.
cAny submission deadlines:
NO DEADLINES
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
GRANTS ONLY TO EXEMPT ORGANIZATIONS UNDER 501 (C)(3) OF THE IRS CODE, AND THAT ARE NOT PRIVATE FOUNDATIONS WITHIN THE MEANING OF SECTION 509 (A) OR A STATE OR POLITICAL SUBDIVISION THEREOF. NO GRANTS TO INDIVIDUALS. OUR PROGRAMMATIC AREAS OF EMPHASIS INCLUDE AGE-FRIENDLY HEALTH SYSTEM, FAMILY CAREGIVER SUPPORT AND SERIOUS ILLNESS/END OF LIFE.
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

AcademyHealth

1666 K Street NW Suite 1100
Washington,DC20006 		  PC Operating support 2,500

Alzheimer's Association

225 N Michigan Avenue
Chicago,IL606017633 		  PC "Everyday Technologies for Alzheimer Care" Initiative 20,000

American College of Surgeons

633 N Saint Clair Street
Chicago,IL606113295 		  PC Geriatric Surgery Verification and Quality Improvement Program 593,690

American Geriatrics Society Inc

40 Fulton Street 18th Floor
New York,NY10038 		  PC Increasing Geriatrics Expertise in Surgical and Medical Specialties - Phase III 628,186

American Heart Association Inc

7272 Greenville Avenue
Dallas,TX75231 		  PC Dr. Christopher A. Langston 25,000

American Public Health Association Inc

800 I ST NW
Washington,DC20001 		  PC National Public Health Week 2005 500

American Society of Consultant Pharmacists Foundation

1321 Duke St
Alexandria,VA22314 		  PC Leveraging Pharmacists as Age-Friendly 4Ms Champions 862,685

American Society on Aging

548 Market Street PMB 85589
San Francisco,CA941045401 		  PC Sponsorship of the 2002 Joint Conference of the National Council on the Aging and the American Society on Aging 104,415

American Society on Aging

548 Market Street PMB 85589
San Francisco,CA941045401 		  PC Sponsorship of the 2002 Joint Conference of the National Council on the Aging and the American Society on Aging 20,000

American Society on Aging

548 Market Street PMB 85589
San Francisco,CA941045401 		  PC Sponsorship of the 2002 Joint Conference of the National Council on the Aging and the American Society on Aging 825

American Telemedicine Association

901 N Glebe Road Suite 850
Arlington,VA22203 		  PC Telehealth post-COVID-19 Campaign 10,000

Benjamin Rose Institute on Aging

11890 Fairhill Road
Cleveland,OH44120 		  PC Training on Abuse, Neglect, and Exploitation of Disabled and Older Adults for Staff of Home Health Agencies on Aging 450,000

Benjamin Rose Institute on Aging

11890 Fairhill Road
Cleveland,OH44120 		  PC Training on Abuse, Neglect, and Exploitation of Disabled and Older Adults for Staff of Home Health Agencies on Aging 213,796

Beth Israel Deaconess Medical Center Inc

330 Brookline Avenue BR 259
Boston,MA022155491 		  PC Harvard Center of Excellence 498,230

Brandeis University Development

415 South Street
Waltham,MA02453 		  PC Princeton Conference October 2-4, 2023 2,500

Brookings Institution

1775 Massachusetts Avenue NW
Washington,DC20036 		  PC Long-Term Care Financing & Organization 25,000

Case Western Reserve University

10900 Euclid Avenue
Cleveland,OH441067015 		  PC John A. Hartford Center of Gerontological Nursing Excellence (invitation to submit) 970,993

Center for Health Care Strategies Inc

300 American Metro Blvd Suite 125
Hamilton,NJ08619 		  PC Helping States Support Families Caring for an Aging America 200,000

Center for Health Care Strategies Inc

300 American Metro Blvd Suite 125
Hamilton,NJ08619 		  PC Helping States Support Families Caring for an Aging America 100,000

Center for Health Policy Development National Academy for State Health Po

1233 20th St NW Suite 303
Washington,DC20036 		  PC Well Managed Care for Medicaid 793,458

Columbia University

100 Haven Avenue Suite 6A
New York,NY10001 		  PC Effectiveness of social workers as members of multidisciplinary health care teams in acute care settings 5,000

Community Health Accreditation Program Inc

2300 Clarendon Boulevard
Arlington,VA22201 		  PC President's Discretionary Grant: Age-Friendly Care at Home (AFCH) Workgroup 50,000

Council of Medical Specialty Societies

633 N Saint Clair St
Chicago,IL60611 		  PC National Patient Injury Prevention 100,000

Diverse Elders Coalition

305 Seventh Avenue 15th Floor
New York,NY10001 		  PC Addressing Unmet Family Caregiving Needs in Diverse Older Communities: Planning Grant Fiscal Sponsor for Diverse Elders Coalition: Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders, Inc. (SAGE) 349,217

Education Development Center Inc

300 Fifth Avenue
Waltham,MA02451 		  PC Support to disseminate "NICHE" results 558,421

Education Development Center Inc

300 Fifth Avenue
Waltham,MA02451 		  PC Support to disseminate "NICHE" results 900,000

ENCORE CREATIVITY CORPORATION

6955 Willow Street NW
Washington,DC20012 		  PC Singing to combat social isolation. 10,000

FAIR Health

530 Fifth Avenue 18th Floor
New York,NY10036 		  PC Study of older adults most vulnerable to COVID-19 illness. 482,632

Generation Entertainment

2132 Butler Ave
Los Angeles,CA90025 		  PC Why Survive: Being Old In America Documentary Film 698,220

Gerontological Society of America

1220 L Street NW Suite 901
Washington,DC20005 		  PC Hartford Geriatric Social Work Faculty Scholars Program and National Network (Cohorts II - IV) 282,660

Gerontological Society of America

1220 L Street NW Suite 901
Washington,DC20005 		  PC Hartford Geriatric Social Work Faculty Scholars Program and National Network (Cohorts II - IV) 125,000

Grantmakers In Aging

333 Mamaroneck Avenue 238
White Plains,NY10605 		  PC General support 124,522

Grantmakers In Aging

333 Mamaroneck Avenue 238
White Plains,NY10605 		  PC General support 30,000

Grantmakers In Health

1100 Connecticut Avenue NW Suite
1100
Washington,DC20036 		  PC General support 20,150

Health Careers Futures

EQT Tower 625 Liberty Avenue Suite
2500
Pittsburgh,PA15222 		  SO I Revisiting the Teaching Nursing Home 1,585,880

Health Research and Educational Trust

155 North Wacker Suite 400
Chicago,IL60606 		  SO I HRET Trust Award 587,026

Hebrew Home for the Aged

5901 Palisade Ave
Bronx,NY10471 		  PC Joy Solomon Retirement Breakfast 1,000

Hebrew Home for the Aged at Riverdale Foundation

5901 Palisade Avenue
Riverdale,NY10471 		  PC Ms. Nora O'Brien-Suric 13,300

Hilarity for Charity

9301 Wilshire Blvd Ste 507
Beverly Hills,CA90210 		  PC Hilarity for Charitys work on Humans of Dementia and/or to combat Alzheimers stigma 10,000

Hispanics in Philanthropy

548 Market St 60300
San Francisco,CA94104 		  PC Mr. Marcus R. Escobedo 5,000

Home Centered Care Institute

1900 East Golf Road Suite 480
Schaumburg,IL60173 		  PC Moving and Scaling Home-Based Primary Care into the Mainstream of US Health Care formerly National Home Care Medicine Education & Expansion Initiative 35,000

Icahn School of Medicine at Mount Sinai

One Gustave L Levy Place
New York,NY10029 		  PC Geriatrics - Surgical Interdisciplinary Team 767,253

Icahn School of Medicine at Mount Sinai

One Gustave L Levy Place
New York,NY10029 		  PC Geriatrics - Surgical Interdisciplinary Team 667,541

Institute for Healthcare Improvement

53 State Street 19th Floor
Boston,MA02109 		  PC Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care 162,902

Institute for Healthcare Improvement

53 State Street 19th Floor
Boston,MA02109 		  PC Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care 2,145,256

Institute for Healthcare Improvement

53 State Street 19th Floor
Boston,MA02109 		  PC Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care 430,275

Institute for Healthcare Improvement

53 State Street 19th Floor
Boston,MA02109 		  PC Safe Passage: Implementing Safe and Reliable Care for the Elderly Across the Continuum of Care 964,132

International Association for Indigenous Aging

11101 Georgia Ave Unit 320
Silver Spring,MD20902 		  PC President's Discretionary Grant 20,000

Jewish Healthcare Foundation of Pittsburgh

EQT Plaza
Pittsburgh,PA15222 		  PC Women as they Age inequity meeting 10,000

LEAD Coalition (Leaders Engaged on Alzheimer's Disease)

5614 Connecticut Ave NW
Washington,DC20015 		  PC General Coalition work on dementia 10,000

LeadingAge Inc

2519 Connecticut Avenue NW
Washington,DC20008 		  PC Inaugural Annual Support 540,342

LeadingAge Inc

2519 Connecticut Avenue NW
Washington,DC20008 		  PC Inaugural Annual Support 715

Long-Term Quality Alliance

601 Massachusetts Ave NW
Washington,DC200013743 		  PC Family Care Giving and Long-Term Services and Supports 20,000

Maine Council On Aging

PO Box 988
Brunswick,ME04011 		  PC Leadership Exchange on Ageism in 2024 30,000

Medicare Rights Center Inc

266 West 37th Street 3rd Floor
New York,NY10018 		  PC Web-based services for people with Medicare in New York City 1,000

Milken Institute

1250 Fourth Street 2nd Floor
Santa Monica,CA90401 		  PC Support for The Center for the Future of Agings report, "Reducing the Price and Risk of Dementia: Recommendations to Improve Brain Health and Reduce Disparities 25,000

National Academy of Sciences

500 Fifth Street NW
Washington,DC20001 		  PC "Kellogg Health of the Public Fund" communications endowment 25,000

National Academy of Sciences

500 Fifth Street NW
Washington,DC20001 		  PC "Kellogg Health of the Public Fund" communications endowment 101,732

National Academy of Sciences

500 Fifth Street NW
Washington,DC20001 		  PC "Kellogg Health of the Public Fund" communications endowment 20,000

National Academy of Sciences

500 Fifth Street NW
Washington,DC20001 		  PC "Kellogg Health of the Public Fund" communications endowment 10,000

National Alliance for Caregiving

1730 Rhode Island Avenue NW Suite
812
Washington,DC20036 		  PC Funding for several projects 30,000

National Alliance for Caregiving

1730 Rhode Island Avenue NW Suite
812
Washington,DC20036 		  PC Funding for several projects 20,000

National Committee for Quality Assurance

1100 13th Street NW 3rd Floor
Washington,DC20005 		  PC Quality Measurement to Assess the Performance of Goal Setting and Achievement in the Delivery of Medical and Long-Term Care 301,242

National PACE Association

675 North Washington Street
Alexandria,VA22314 		  PC Expanding the Availability of the PACE Model of Care 15,000

National PACE Association

675 North Washington Street
Alexandria,VA22314 		  PC Expanding the Availability of the PACE Model of Care 125,457

National Rural Health Association

406 West 34th Street
Kansas City,MO64111 		  PC National Rural Age-Friendly Initiative: Planning Grant 641

New York Academy of Medicine

1216 Fifth Avenue
New York,NY100295293 		  PC Geriatric Social Work Practicum Implementation: Coordinating Center 22,840

New York Academy of Medicine

1216 Fifth Avenue
New York,NY100295293 		  PC Geriatric Social Work Practicum Implementation: Coordinating Center 10,000

Paraprofessional Healthcare Institute Inc

261 Madison Avenue
New York,NY10016 		  PC The Nurse as Supervisor of Direct-Care Staff 181,855

Philanthropy New York Inc

320 East 43rd Street
New York,NY10017 		  PC General support 19,750

Project HOPE - The People-to-People Health Foundation Inc

7500 Old Georgetown Road Suite 600
Bethesda,MD20814 		  PC Health Affairs Thematic Issue on the Health Care Work Force 303,914

Regents of the University of California San Francisco

550 16th Street 7th Floor
San Francisco,CA94143 		  PC Center of Geriatric Nursing Excellence 701,591

Regents University of California Los Angeles

10920 Wilshire Boulevard 5th Floor
Los Angeles,CA900246502 		  PC Improving Depression Care for Elders - Coordinating Center Supplemental Follow-up 670,104

Research Foundation for Mental Hygiene Inc

Riverview Center
Menands,NY12204 		  PC Health and Aging Policy Fellows Program 739,341

Research Foundation for Mental Hygiene Inc

Riverview Center
Menands,NY12204 		  PC Health and Aging Policy Fellows Program 34,459

ROCS Foundation Inc

2411 E Snow Mountain Dr
Sandy,UT84093 		  PC 2022 Snowbird Health Summit 15,000

Rosalynn Carter Institute For Caregivers Inc

800 GSW State University Drive
Americus,GA317094376 		  PC 2023 Founder's Fund Contribution 10,000

Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA

305 Seventh Avenue 15th Floor
New York,NY10001 		  PC Mr. Francisco J. Doll 5,000

Society to Improve Diagnosis in Medicine

3000 Old Alabama Road Suite 119-478
Alpharetta,GA30022 		  PC Support for a 5-year strategic plan that will focus on eliminating disparities in diagnostic outcomes. 50,000

Society to Improve Diagnosis in Medicine

3000 Old Alabama Road Suite 119-478
Alpharetta,GA30022 		  PC Support for a 5-year strategic plan that will focus on eliminating disparities in diagnostic outcomes. 253,084

The Urban Institute

500 LEnfant Plaza SW
Washington,DC20024 		  PC Medical Malpractice: Issues, Evidence, 20,899

Trust for America's Health

1730 M Street NW Suite 900
Washington,DC20036 		  PC Advancing an Age-Friendly Public Health System 972,816

United Hospital Fund of New York

1411 Broadway 12th Floor
New York,NY100183496 		  PC United Hospital Fund Gala support 1,000

USAging

1100 New Jersey Avenue SE Suite 350
Washington,DC20003 		  PC Building the Capacity of the Aging and Disability Networks to Ensure the Delivery of Quality Integrated Care 998,320

Various Discretionary Grants

55 East 59th Street
New York,NY10022 		  PC General Support 448,003

Various Matching Grants

55 East 59th Street
New York,NY10022 		  PC General Support 65,000

Yale University

PO Box 208229
New Haven,CT065208229 		  PC Ms. Kathryn D. Wriston 359,415

YMCA of Greater New York

333 Seventh Avenue
New York,NY10001 		  PC Support for the Good Green Y Guys and the Senior Scholarships Program 50,000
Total .................................right arrow 3a 23,870,685
bApproved for future payment

AcademyHealth
1666 K Street NW Suite 1100
Washington,DC20006 		  PC Membership Support (2023) 2,500

Alzheimer's Association
225 N Michigan Avenue
Chicago,IL606017633 		  PC Dementia Care Navigation Roundtable 20,000

American Geriatrics Society Inc
40 Fulton Street 18th Floor
New York,NY10038 		  PC Geriatrics Workforce Enhancement Program Coordinating Center (GWEP-CC), Phase 3.0 2,902,606

American Heart Association Inc
7272 Greenville Avenue
Dallas,TX75231 		  PC Centering Aging in Rural Public Health 25,000

American Public Health Association Inc
800 I ST NW
Washington,DC20001 		  PC Membership Support (2023) 500

American Society of Consultant Pharmacists Foundation
1321 Duke St
Alexandria,VA22314 		  PC Leveraging Pharmacists as Age-Friendly 4Ms Champions 1,888,988

American Society on Aging
2132 Butler Ave
Los Angeles,CA90025 		  PC Why Survive: Being Old In America Documentary Film 698,220

American Society on Aging
548 Market Street PMB 85589
San Francisco,CA941045401 		  PC Multi-Sector Plans on Aging 2024 20,000

American Society on Aging
548 Market Street PMB 85589
San Francisco,CA941045401 		  PC Plus Organizational Membership 2024 825

American Telemedicine Association
901 N Glebe Road Suite 850
Arlington,VA22203 		  PC Organizational Membership 2023 10,000

Benjamin Rose Institute on Aging
11890 Fairhill Road
Cleveland,OH44120 		  PC Dissemination of the Consumer Version of Best Practice Caregiving (BPC) 450,000

Brandeis University Development
415 South Street
Waltham,MA02453 		  PC Princeton Conference October 2-4, 2023 2,500

Brookings Institution
1775 Massachusetts Avenue NW
Washington,DC20036 		  PC Contribution to support the Schaeffer Initiative for Health Policy 25,000

Case Western Reserve University
10900 Euclid Avenue
Cleveland,OH441067015 		  PC Age-Friendly Health Systems: Ambulatory Care Continuum Evaluation, Scale-up and Spread 2,557,149

Center for Health Care Strategies Inc
300 American Metro Blvd Suite 125
Hamilton,NJ08619 		  PC Development of the Better Care Playbook, Phase VII 200,000

Center for Health Policy Development National Academy for State Health Po
1233 20th St NW Suite 303
Washington,DC20036 		  PC RAISE 2.0: The RAISE Act Family Caregiver Implementation and Technical Assistance Center 2,385,669

Columbia University
100 Haven Avenue Suite 6A
New York,NY10001 		  PC 2023 Centennial Gala 5,000

Community Health Accreditation Program Inc
2300 Clarendon Boulevard
Arlington,VA22201 		  PC President's Discretionary Grant: Age-Friendly Care at Home (AFCH) Workgroup 50,000

Council of Medical Specialty Societies
633 N Saint Clair St
Chicago,IL60611 		  PC Promoting Diagnostic Excellence Across the House of Medicine 100,000

Education Development Center Inc
300 Fifth Avenue
Waltham,MA02451 		  PC Rapid Dissemination of Evidence-Based Comprehensive Dementia Care Models 900,000

ENCORE CREATIVITY CORPORATION
6955 Willow Street NW
Washington,DC20012 		  PC Singing to combat social isolation. 10,000

FAIR Health
530 Fifth Avenue 18th Floor
New York,NY10036 		  PC National Initiative to Advance Cost Information in Shared Decision-Making for Older Adults with Serious Health Conditions: Phase II Implementation Project 1,832,042

Grantmakers In Aging
333 Mamaroneck Avenue 238
White Plains,NY10605 		  PC Core Support Renewal: Building an Aging Philanthropy Movement 385,344

Grantmakers In Aging
333 Mamaroneck Avenue 238
White Plains,NY10605 		  PC Advocacy for Older Americans Act Reauthorization 30,000

Grantmakers In Health
1100 Connecticut Avenue NW Suite
1100
Washington,DC20036 		  PC Membership Support (2023) 20,150

Health Careers Futures
EQT Tower 625 Liberty Avenue Suite
2500
Pittsburgh,PA15222 		  SO I Revisiting Teaching Nursing Homes, Phase II: Disseminating Across Pennsylvania 3,333,033

Hebrew Home for the Aged
5901 Palisade Ave
Bronx,NY10471 		  PC Joy Solomon Retirement Breakfast 1,000

Hebrew Home for the Aged at Riverdale Foundation
5901 Palisade Avenue
Riverdale,NY10471 		  PC President's Discretionary Grant - 106th Anniversary Gala 13,300

Hilarity for Charity
9301 Wilshire Blvd Ste 507
Beverly Hills,CA90210 		  PC Humans of Dementia and combating Alzheimers stigma 10,000

Hispanics in Philanthropy
548 Market St 60300
San Francisco,CA94104 		  PC Membership Support 5,000

Icahn School of Medicine at Mount Sinai
One Gustave L Levy Place
New York,NY10029 		  PC Moving Hospital at Home into the Mainstream of Health Care Delivery, Addressing Health Equity and Supporting Family Caregiving 2,180,678

International Association for Indigenous Aging
11101 Georgia Ave Unit 320
Silver Spring,MD20902 		  PC President's Discretionary Grant 20,000

Jewish Healthcare Foundation of Pittsburgh
EQT Plaza
Pittsburgh,PA15222 		  PC Women as they Age inequity meeting 10,000

LEAD Coalition (Leaders Engaged on Alzheimer's Disease)
5614 Connecticut Ave NW
Washington,DC20015 		  PC General Coalition work on dementia 10,000

LeadingAge Inc
2519 Connecticut Avenue NW
Washington,DC20008 		  PC Membership Support 715

Long-Term Quality Alliance
601 Massachusetts Ave NW
Washington,DC200013743 		  PC Building Momentum for a National Multi-Sector Plan on Aging 20,000

Maine Council On Aging
PO Box 988
Brunswick,ME04011 		  PC Leadership Exchange on Ageism in 2024 30,000

Medicare Rights Center Inc
266 West 37th Street 3rd Floor
New York,NY10018 		  PC 2023 Medicare Rights Center Annual Awards Event 1,000

Milken Institute
1250 Fourth Street 2nd Floor
Santa Monica,CA90401 		  PC Center for the Future of Aging - Alliance to Improve Dementia Care 25,000

National Academy of Sciences
500 Fifth Street NW
Washington,DC20001 		  PC Forum on Advancing Diagnostic Excellence 75,000

National Academy of Sciences
500 Fifth Street NW
Washington,DC20001 		  PC National Academy of Medicine Scholars in Diagnostic Excellence 315,795

National Academy of Sciences
500 Fifth Street NW
Washington,DC20001 		  PC 2024 Forum on Aging, Disability, and Independence 20,000

National Academy of Sciences
500 Fifth Street NW
Washington,DC20001 		  PC Roundtable on Quality Care for People with Serious Illness, 2024 10,000

National Alliance for Caregiving
1730 Rhode Island Avenue NW Suite
812
Washington,DC20036 		  PC President's Discretionary Grant - Caregiving in the US 2025 report 20,000

National Rural Health Association
406 West 34th Street
Kansas City,MO64111 		  PC Organization Level 1 Member Dues: 09/01/2023 to 08/31/2024 641

New York Academy of Medicine
1216 Fifth Avenue
New York,NY100295293 		  PC Aging work group and aging programs in 2023 10,000

New York Academy of Medicine
1216 Fifth Avenue
New York,NY100295293 		  PC NYAM Gala 2023: Together for Healthy Equity - Advocate for Progress table 22,840

Paraprofessional Healthcare Institute Inc
261 Madison Avenue
New York,NY10016 		  PC The Family Caregiver and Direct Care Workforce Initiative 374,599

Philanthropy New York Inc
320 East 43rd Street
New York,NY10017 		  PC Membership Support (2023) 19,750

Regents of the University of California San Francisco
550 16th Street 7th Floor
San Francisco,CA94143 		  PC Launching and Empowering a National Age-Friendly Health Systems Research Community 2,513,540

ROCS Foundation Inc
2411 E Snow Mountain Dr
Sandy,UT84093 		  PC Snowbird Conference 2024 15,000

Rosalynn Carter Institute For Caregivers Inc
800 GSW State University Drive
Americus,GA317094376 		  PC 2023 Founder's Fund Contribution 10,000

Services & Advocacy for Gay Lesbian Bisexual & Transgender Elders Inc (SA
305 Seventh Avenue 15th Floor
New York,NY10001 		  PC Membership Support (2023) 5,000

Society to Improve Diagnosis in Medicine
3000 Old Alabama Road Suite 119-478
Alpharetta,GA30022 		  PC Fellowship in Diagnostic Excellence Program 150,000

Society to Improve Diagnosis in Medicine
3000 Old Alabama Road Suite 119-478
Alpharetta,GA30022 		  PC Diagnostic Excellence Age-Friendly Health Systems (AFHS) Seed Grants Program 550,007

The Urban Institute
500 LEnfant Plaza SW
Washington,DC20024 		  PC The Forgotten Middle Event 20,899

Trust for America's Health
1730 M Street NW Suite 900
Washington,DC20036 		  PC Phase III: Nationally Embed and Sustain Age-Friendly Public Health Systems, Policies and Practices 2,801,756

United Hospital Fund of New York
1411 Broadway 12th Floor
New York,NY100183496 		  PC President's Discretionary Grant - 2023 Gala 1,000

Various Matching Grants
55 East 59th Street
New York,NY10022 		  PC General Support 448,003

Various Staff Discretionary Grants
55 East 59th Street
New York,NY10022 		  PC General Support 65,000

YMCA of Greater New York
333 Seventh Avenue
New York,NY10001 		  PC Older Adult Programming 50,000
Total ................................. right arrow 3b 27,680,049
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
aPROGRAM REVENUE         23,700
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 944,326  
4 Dividends and interest from securities ....     14 7,715,854  
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 6,919,380  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aGRANT REFUNDS 		        28,038
bINV LOSS SUBJECT TO UBIT 525990 -3,213 01 3,213  
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -3,213 15,582,773 51,738
13Total. Add line 12, columns (b), (d), and (e)..................
13
15,631,298
(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.)
1 MISCELLANEOUS
11 GRANT REFUNDS/CANCELLATIONS
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:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING 43,000 21,500   21,500

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2023 DepreciationSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
Life (# of years)		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
OFFICE CONDOMINIUM 1998-01-01 4,644,329 4,529,057 SL 20.000000000000 7,146 0    
FURNITURE AND EQUIPMENT 2018-01-01 744,066 509,192 SL 5.000000000000 57,188 0    

TY 2023 InvestmentsCorpBondsSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Name of Bond End of Year Book Value End of Year Fair Market Value
EATON VANCE INC FD BSTN-IN 21,264,520 21,264,520
ROWE T PRICE INSTL INCOME FDS INC HIGH YIELD 21,118,498 21,118,498
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 29,647,479 29,647,479
VANGUARD TOTAL BOND MARKET ETF 31,491,683 31,491,683

TY 2023 InvestmentsCorpStockSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES MSCI EAFE INTERNATIONAL K 15,645,094 15,645,094
AERCAP HOLDINGS N.V. 973,592 973,592
AGREE RLTY CORP COM 273,833 273,833
ALAMO GROUP INC COM 455,272 455,272
ALLEGIANT TRAVEL CO COM 130,111 130,111
ALLEGRO MICROSYSTEMS INC 276,971 276,971
ALPHABET INC CAP STK 1,394,925 1,394,925
ALPHABET INC CAPITAL STOCK 402,726 402,726
AMAZON COM 2,105,888 2,105,888
AMERIS BANCORP COM 389,387 389,387
AMERISAFE INC COM 187,026 187,026
AON PLC 573,600 573,600
APPFOLIO INC COM 407,114 407,114
ARCUTIS BIOTHERAPEUTICS INC COM 44,190 44,190
ARTIVION INC COM 178,621 178,621
ATRICURE INC COM 238,445 238,445
AVIENT CORPORATION 494,226 494,226
AZENTA INC COM 250,789 250,789
BALCHEM CORP COM 365,628 365,628
BAYER A G SPONSORED ADR 412,793 412,793
BIOCRYST PHARMACEUTICALS INC COM 86,556 86,556
BOOT BARN HLDGS INC COM 277,257 277,257
CAPITAL ONE FINL CORP COM 736,632 736,632
CATHAY GENERAL BANCORP INC COM 313,817 313,817
CBIZ INC COM 415,660 415,660
CENT GARDEN & PET CO 451,894 451,894
CHAMPIONX CORPORATION COM 205,931 205,931
CHART INDS INC COM PAR COM 255,619 255,619
CHARTER COMMUNICATIONS INC 175,683 175,683
CHUYS HOLDINGS INC COM 202,122 202,122
COHEN & STEERS INC COM 409,321 409,321
COMCAST CORP 788,642 788,642
CONOCOPHILLIPS COM 1,567,409 1,567,409
CRYOPORT INC COM 84,297 84,297
DESCARTES SYS GROUP INC COM 410,549 410,549
DUCOMMUN INC DEL COM 142,176 142,176
EDGEWOOD GROWTH FD INSTL CL 8,297,048 8,297,048
ELEVANCE HEALTH INC 807,311 807,311
ENDAVA PLC ADS 295,363 295,363
FIRST WATCH RESTAURANT GROUP INC 67,335 67,335
FLYWIRE CORP 384,290 384,290
FOX FACTORY HLDG CORP COM 188,944 188,944
GE AEROSPACE 1,137,183 1,137,183
GLACIER BANCORP INC NEW COM 234,904 234,904
GLOBUS MED INC CL A NEW COM 336,793 336,793
GQG PARTNER EM EQUITY 6,700,670 6,700,670
GRAND CANYON ED INC COM STK 376,710 376,710
HALOZYME THERAPEUTICS INC COM 328,944 328,944
HEALTHEQUITY INC COM 393,491 393,491
HEARTLAND EXPRESS INC COM 92,918 92,918
HELEN TROY LTD COM STK 202,478 202,478
HILTON WORLDWIDE HLDGS INC 582,506 582,506
HORACE MANN EDUCATORS CORP 321,081 321,081
HOULIHAN LOKEY INC CL A CL A 391,746 391,746
ICF INTL INC COM STK 371,027 371,027
ICU MED INC COM 128,365 128,365
IDACORP INC COM 271,265 271,265
INDEPENDENT BK CORP MASS COM 260,213 260,213
INSMED INC COM 215,381 215,381
INTAPP INC COM 370,619 370,619
INTEGRA LIFESCIENCES HLDG CORP COM DESP 222,192 222,192
INTRA-CELLULAR THERAPIES INC COM 397,491 397,491
ITT INC COM 390,773 390,773
LIBERTY BROADBAND CORP 640,610 640,610
LITHIA MTRS INC COM CL A 423,783 423,783
MACOM TECHNOLOGY SOLUTIONS INC COM 476,369 476,369
MAGNOLIA OIL & GAS CORP CL A 384,774 384,774
MARRIOTT INTL INC NEW COM STK CL A 558,137 558,137
MATADOR RES CO COM 531,641 531,641
MEDPACE HLDGS INC COM 493,513 493,513
META PLATFORMS INC 1,554,592 1,554,592
MICROSOFT CORP COM 1,946,007 1,946,007
MINERALS TECHNOLOGIES INC COM 373,664 373,664
NATIONAL HEALTH INVS INC COM 204,746 204,746
NETFLIX INC COM STK 1,081,360 1,081,360
NORTHWESTERN ENERGY GROUP INC 325,492 325,492
NOVANTA INC NOVANTA INC 510,788 510,788
OCCIDENTAL PETROLEUM CORP 176,383 176,383
OCEANFIRST FINL CORP COM 260,765 260,765
OXFORD INDS INC COM 349,400 349,400
PAC PREMIER BANCORP COM 343,964 343,964
PATRICK INDS INC COM 281,080 281,080
PATTERSON-UTI ENERGY INC COM 95,040 95,040
PAYCOR HCM INC COM 287,924 287,924
PHREESIA INC COM 288,750 288,750
PRIMORIS SVCS CORP COM 382,579 382,579
PROGYNY INC COM 236,985 236,985
PROSUS N.V. ADR NASPERS NEWCO-ADR 481,117 481,117
RAPID7 INC COM 225,260 225,260
RBC BEARINGS INC COM 548,698 548,698
REVOLVE GROUP INC CL A 86,216 86,216
ROYAL DUTCH SHELL PLC SPONSORED ADR 1,319,290 1,319,290
RYMAN HOSPITALITY PPTYS INC COM 456,749 456,749
SAFRAN ADR 1,042,615 1,042,615
SAP SE-SPONSORED ADR 733,375 733,375
SEACOAST BKG CORP FLA COM NEW COM NEW 327,347 327,347
SHOALS TECHNOLOGIES GROUP INC CL A 220,217 220,217
SILGAN HLDGS INC COM 405,847 405,847
SILICON LABORATORIES INC COM 288,349 288,349
SKYLINE CHAMPION CORPORATION COM 393,949 393,949
SPX TECHNOLOGIES INC COM 633,636 633,636
STAG INDL INC COM 522,551 522,551
STIFEL FINL CORP COM 409,161 409,161
SUPERNUS PHARMACEUTICALS INC 294,696 294,696
TAIWAN SEMICONDUCTOR MANUFACTURING ADS 648,024 648,024
TEREX CORP NEW COM 301,665 301,665
TEXAS ROADHOUSE INC 573,870 573,870
TRI POINTE HOMES INC 208,860 208,860
U S PHYSICAL THERAPY COM 249,150 249,150
UFP INDUSTRIES INC COM 504,460 504,460
UMB FINL CORP COM STK 200,520 200,520
UNITEDHEALTH GROUP INC COM 911,320 911,320
UTZ BRANDS INC COM 175,814 175,814
VANGUARD INDEX FUNDS S&P 500 ETF 105,460,117 105,460,117
VERACYTE INC COM 262,418 262,418
VIAVI SOLUTIONS INC COM 310,660 310,660
VISA INC COM CL A STK 345,224 345,224
VITA COCO CO INC COM 133,175 133,175
WELLS FARGO & CO NEW COM STK 1,067,385 1,067,385
WOODWARD INC COM 461,208 461,208

TY 2023 InvestmentsGovtObligationsSch
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
US Government Securities - End of Year Book Value:

4,454,720
US Government Securities - End of Year Fair Market Value:

4,454,720
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 InvestmentsOtherSchedule2
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
AG ASIA REALTY FUND L.P. FMV 21,522 21,522
AG REALTY FUND VII TE FMV 29,766 29,766
ARROWSTREET CAP GLBL EQITY LONG/SHORT FUND FMV 4,374,054 4,374,054
ARTISAN DYNAMIC EQUITY ( GLOBAL EQUITY) OFFSHORE LP FMV 17,399,983 17,399,983
ARTISAN FOCUS DYNAMIC EQUITY SELECT LTD FMV 18,284,132 18,284,132
BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LP FMV 2,258,650 2,258,650
CANDLESTICK CAYMAN FEEDER LTD FMV 6,500,218 6,500,218
CANTILLON GLOBAL EQTY FMV 17,040,131 17,040,131
CANUTE OFFSHORE, LTD FMV 11,468,554 11,468,554
DES O HOLDINGS OFFSHORE LTD FMV 12,054,854 12,054,854
E&F PRIVATE EQUITY MANAGERS 2023 Offshore LP FMV 20,792 20,792
ELLIOTT INTERNATIONAL LTD FMV 6,728,754 6,728,754
HG VORA SPECIAL OPPORTUNITIES FUND, LTD FMV 6,791,100 6,791,100
HH ASIA LTD FMV 2,537,760 2,537,760
HOLOCENE ADVISORS OFFSHORE FUND LTD FMV 8,932,192 8,932,192
MCDONALD DYNAMIC EQUITY SERIE OFFSHORE LP FMV 19,883,706 19,883,706
NON US EQTY MANGERS PORTFOLIO 4 OFFSHORE LP DNE FD FMV 32,658,089 32,658,089
OAKTREE EMERGING MARKETS EQUITY FUND FMV 7,000,221 7,000,221
PRIVATE CREDIT MANAGERS II OFFSHORE LP FMV 12,652,450 12,652,450
PRIVATE CREDIT MANAGERS III OFFSHORE LP FMV 14,307,076 14,307,076
PRIVATE CREDIT MANAGERS IV OFFSHORE LP FMV 5,695,572 5,695,572
PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP FMV 13,369,061 13,369,061
PRIVATE EQUITY MANAGERS 2013 OFFSHORE FMV 6,866,339 6,866,339
PRIVATE EQUITY MANAGERS 2014 OFFSHORE LP FMV 5,022,409 5,022,409
PRIVATE EQUITY MANAGERS 2015 OFFSHORE LP FMV 6,618,665 6,618,665
PRIVATE EQUITY MANAGERS 2016 OFFSHORE FMV 7,702,030 7,702,030
PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSP FMV 26,236,452 26,236,452
PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSP FMV 21,702,688 21,702,688
PRIVATE EQUITY MANAGERS 2019 OFFSHORE FMV 21,150,648 21,150,648
PRIVATE EQUITY MANAGERS 2021 OFFSHORE SCSP FMV 10,328,973 10,328,973
ROKOS GBL MACRO FD LTD FMV 5,966,171 5,966,171
SILVER POINT CAPITAL OFFSHORE LTD FMV 7,959,383 7,959,383
SYSTEMATICA DIVERSIFIED LTD FMV 4,430,181 4,430,181
TWO SIGMA ABSOLUTE RETURN ENHANCED CAYMAN LTD FMV 10,780,626 10,780,626
VINTAGE VI OFFSHORE LP FMV 4,992,747 4,992,747

TY 2023 LandEtcSchedule2
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
OFFICE CONDOMINIUM 4,644,329 4,536,203 108,126  
FURNITURE AND EQUIPMENT 744,066 566,380 177,686  


TY 2023 LegalFeesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL 13,730 0   13,730


TY 2023 OtherAssetsSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
INTEREST AND DIVIDENDS RECEIVABLE 87,051 119,950 119,950
PREPAID TAXES 13,707 70,257 70,257


TY 2023 OtherDecreasesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Description Amount
ROUNDING 4


TY 2023 OtherExpensesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INSURANCE 79,001 8,425   71,181
OFFICE COPIER MAILING AND FAX 11,028 374   10,803
OFFICE & COMPUTER SUPPLIES 145,203 5,121   133,199
GRANT RELATED EXPENSES 68,669 0   77,669
MEETINGS AND OTHER PROJECTS 100,000 0   100,000


TY 2023 OtherIncomeSchedule2
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
PROGRAM REVENUE 23,700   23,700
GRANT REFUNDS 28,038   28,038


TY 2023 OtherIncreasesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Description Amount
NET CHANGE IN UNREALIZED GAIN ON SECURITIES (NET OF DEFERRED TAX) 73,106,473


TY 2023 OtherLiabilitiesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED FEDERAL EXCISE TAX PAYABLE 2,289,701 3,320,205
PRIVATE EQUITY MANAGERS 2022 OFFSHORE 178,455 352,128


TY 2023 OtherProfessionalFeesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGERS FEES 655,208 655,208   0
CUSTODIAN BANK FEES 145,080 145,080   0
CONSULTING & EMPLOYMENT FEES 265,478 0   268,511
INVESTMENT ADVISORY FEES 1,336,162 1,336,162   0
COMMUNICATIONS CONSULTANTS FEES & EXPENSES 1,263,904 0   1,255,254


TY 2023 TaxesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
EXCISE AND UNRELATED BUSINESS INCOME TAXES 183,450 0   0