Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
JHC Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

82-4058364
B Telephone number (see instructions)

(800) 839-1754
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$139,301,466
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check right arrow.............
3 Interest on savings and temporary cash investments 257,765 257,765  
4 Dividends and interest from securities... 2,965,115 2,965,115  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,824,446
b Gross sales price for all assets on line 6a 54,456,497
7 Capital gain net income (from Part IV, line 2)... 2,823,506
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)....... 13,383 13,357  
12 Total. Add lines 1 through 11........ 6,060,709 6,059,743  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 366,820 366,820    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 62,500      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 140,904 50,899   82,062
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 570,224 417,719   82,062
25 Contributions, gifts, grants paid....... 6,210,000 6,210,000
26 Total expenses and disbursements. Add lines 24 and 25 6,780,224 417,719   6,292,062
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -719,515
b Net investment income (if negative, enter -0-) 5,642,024
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 6,230,783 1,953,993 1,953,993
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow   6,814    
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) 9,024,907    
b Investments—corporate stock (attach schedule)....... 66,303,542 Click to see attachment
List of Attached Documents:
// Content
76,149,819
95,017,557
c Investments—corporate bonds (attach schedule)....... 16,804,487 Click to see attachment
List of Attached Documents:
// Content
18,487,000
19,051,645
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).......... 16,302,985 Click to see attachment
List of Attached Documents:
// Content
17,363,191
23,278,271
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) 114,673,518 113,954,003 139,301,466
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 114,673,518 113,954,003
29 Total net assets or fund balances (see instructions)..... 114,673,518 113,954,003
30 Total liabilities and net assets/fund balances (see instructions). 114,673,518 113,954,003
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
114,673,518
2
Enter amount from Part I, line 27a .....................
2
-719,515
3
Other increases not included in line 2 (itemize) right arrow
3
 
4
Add lines 1, 2, and 3 ..........................
4
113,954,003
5
Decreases not included in line 2 (itemize) right arrow
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
113,954,003
Form 990-PF (2024)
Form 990-PF (2024)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c BLACKSTONE REAL ESTATE INCOME TRUST, INC CL S P 2024-01-02 2024-01-04
d BLACKSTONE REAL ESTATE INCOME TRUST, INC CL S P 2024-01-02 2024-02-05
e STARWOOD REAL ESTATE INCOME TR, INC P 2024-01-02 2024-01-05
STARWOOD REAL ESTATE INCOME TR, INC P 2024-01-02 2024-02-05
STARWOOD REAL ESTATE INCOME TR, INC P 2024-01-02 2024-05-07
STARWOOD REAL ESTATE INCOME TR, INC P 2024-01-02 2024-07-08
STARWOOD REAL ESTATE INCOME TR, INC P 2024-01-02 2024-08-06
STARWOOD REAL ESTATE INCOME TR, INC P 2024-01-02 2024-09-06
STARWOOD REAL ESTATE INCOME TR, INC P 2024-01-02 2024-10-07
STARWOOD REAL ESTATE INCOME TR, INC P 2024-01-02 2024-12-05
(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 53,712,270   51,088,875 2,623,395
b       168,704
c 188,220   142,622 45,598
d 142,308   109,595 32,713
e 192,936   209,896 -16,960
144,389   163,887 -19,498
58,906   66,493 -7,587
3,761   4,296 -535
3,602   4,162 -560
3,395   3,940 -545
3,378   3,958 -580
3,332   3,971 -639
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       2,623,395
b        
c       45,598
d       32,713
e       -16,960
      -19,498
      -7,587
      -535
      -560
      -545
      -580
      -639
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 2,823,506
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 78,424
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 78,424
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 78,424
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 52,125
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 27,000
d Backup withholding erroneously withheld .......... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 79,125
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 10 701
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow701 Refundedright arrow 11  
Form 990-PF (2024)
Form 990-PF (2024)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$   (2) On foundation managers.right arrow$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$  
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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 arrowDE
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2024 or the taxable year beginning in 2024? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
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 arrow  
14
The books are in care ofright arrowFoundation Source Telephone no.right arrow (800) 839-1754

Located atright arrow501 Silverside Road Suite 123WilmingtonDE ZIP+4right arrow198091377
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2024, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2024)
Form 990-PF (2024)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
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 2024? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2024 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2024.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position
(c) Compensation
(If not paid, enter
-0-)
(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
Kate Mininger Dir, Sec
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Susan Rupp Dir, VP
10.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Elizabeth Warehime Dir, Treas
1.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
Patricia Warehime Dir, Pres
10.0
0 0 0
Foundation Source 501 Silverside Rd
Wilmington,DE198091377
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
 
Total number of other employees paid over $50,000...................right arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
The CWS Group Investment Mgmt 366,820
1747 Pennsylvania Ave NW Ste 900
WASHINGTON,DC20006
Foundation Source Administrative 82,000
55 Walls Drive Ste 302
Fairfield,CT06824
Total number of others receiving over $50,000 for professional services.............right arrow  
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 arrow  
Form 990-PF (2024)
Form 990-PF (2024)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
113,092,768
b
Average of monthly cash balances.......................
1b
6,818,943
c
Fair market value of all other assets (see instructions)................
1c
23,272,809
d
Total (add lines 1a, b, and c).........................
1d
143,184,520
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
 
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
143,184,520
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
2,147,768
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
141,036,752
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
7,051,838
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
7,051,838
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
78,424
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
78,424
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
6,973,414
4
Recoveries of amounts treated as qualifying distributions................
4
 
5
Add lines 3 and 4............................
5
6,973,414
6
Deduction from distributable amount (see instructions).................
6
 
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
6,973,414
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
6,292,062
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
0
b
Cash distribution test (attach the required schedule) .................
3b
0
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
6,292,062
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 6,973,414
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 6,208,171
b Total for prior years:20 , 20, 20  
3 Excess distributions carryover, if any, to 2024:
a From 2019......  
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023......  
f Total of lines 3a through e ........  
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 6,292,062
a Applied to 2023, but not more than line 2a 6,208,171
b Applied to undistributed income of prior years
(Election required—see instructions).....
 
c Treated as distributions out of corpus (Election
required—see instructions)........
 
d Applied to 2024 distributable amount..... 83,891
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024.    
(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 ..........
 
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed......
 
d Subtract line 6c from line 6b. Taxable amount
—see instructions ...........
 
e Undistributed income for 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
 
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
6,889,523
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) .......
 
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ...
 
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
0
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023....  
e Excess from 2024.... 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2024, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed ..........
Tax year Prior 3 years (e) Total
(a) 2024 (b) 2023 (c) 2022 (d) 2021
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed .....
         
d Amounts included in line 2c not used directly
for active conduct of exempt activities ..........
         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c ....
         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)
         
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed ..
         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) ....
         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii)....
         
(3) Largest amount of support
from an exempt organization
         
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
Kate Mininger
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
Foundation
status of
recipient
Purpose of grant or
contribution
Amount
Name and address (home or business)
aPaid during the year

DELONE CATHOLIC HIGH SCHOOL

140 S OXFORD AVE
MCSHERRYSTOWN,PA17344
N/A PC General & Unrestricted 520,000

DIOCESE OF HARRISBURG

4800 UNION DEPOSIT RD
HARRISBURG,PA17111
N/A PC St. Teresa of Calcutta Catholic School fund 325,000

FOOD CONNECT CO

1515 MARKET ST SUITE 1200
PHILADELPHIA,PA19102
N/A PC General & Unrestricted 280,000

FOOD FIX CAMPAIGN INC

1899 L ST NW SUITE 550
CHICAGO,IL60603
N/A PC General & Unrestricted 1,500,000

HOPE PARTNERSHIP FOR EDUCATION

PO BOX 18718
PHILADELPHIA,PA19132
N/A PC General & Unrestricted 525,000

JUBILEE GIFT GALAXY INC

64 ABRAHAMSON RD
MIDDLETOWN,NY10940
N/A PC Farmer Jawn fund 350,000

NORTHEASTERN PENNSYLVANIA EDUCATIONAL TELEVISION A

100 WVIA WAY
PITTSTON,PA18640
N/A PC General & Unrestricted 10,000

RODALE INSTITUTE

611 SIEGFRIEDALE RD
KUTZTOWN,PA19530
N/A PC General & Unrestricted 1,500,000

THE NATURE CONSERVANCY

555 E NORTH LANE STE 6030
CONSHOHOCKEN,PA19428
N/A PC PA/DE fund 200,000

WASHINGTON COLLEGE

300 WASHINGTON AVE
CHESTERTOWN,MD21620
N/A PC To endow and successfully secure five teacher-scholars, provide for expenses associated with achieving and maintaining AACSB accreditation, and undertake an architectural study and program design to repurpose Daly Hall as an appropriately configured and dedicated academic home for the Washington College Business Department 1,000,000
Total .................................right arrow 3a 6,210,000
bApproved for future payment
Total ................................. right arrow 3b  
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ...........
    14 257,765  
4 Dividends and interest from securities ....     14 2,965,115  
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 ............
525990 940 18 2,823,506  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aK-1 Inc/Loss
525990 26 14 13,357  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 966 6,059,743  
13Total. Add line 12, columns (b), (d), and (e)..................
13
6,060,709
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2024)
Form 990-PF (2024)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

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


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


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Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

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TY 2024 DepreciationSchedule
Name:
JHC Foundation
EIN:
82-4058364
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

TY 2024 GeneralExplanationAttachment
Name:
JHC Foundation
EIN:
82-4058364
Identifier Return Reference Explanation
Part I Line 6a (990-PF) Part I Line 6A RECONCILIATION OF NET GAIN/(LOSS) FROM SALES OF ASSETS NOT INCLUDED IN PART IV TOTAL INCLUDED IN PART IV: (DETAILS BELOW) NET GAIN/(LOSS): $2,823,506 TOTAL NOT INCLUDED IN PART IV: PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - UBI NET GAIN/(LOSS): $940 TOTAL PART I, LINE 6A: $2,824,446 DETAILS OF ASSETS INCLUDED IN PART IV: PUBLICLY-TRADED SECURITIES GROSS SALES PRICE: $53,712,270 BOOK BASIS: $51,088,875 NET GAIN/(LOSS): $2,623,395 PASSTHROUGH K-1 CAPITAL GAIN/(LOSS) - NON UBI NET GAIN/(LOSS): $168,704 SALE OF BLACKSTONE REAL ESTATE INCOME TRUST, INC CL S GROSS SALES PRICE: $330,528 BOOK BASIS: $252,217 NET GAIN/(LOSS): $78,311 SALES OF STARWOOD REAL ESTATE INCOME TR, INC GROSS SALES PRICE: $413,700 BOOK BASIS: $460,604 NET GAIN/(LOSS): $(46,904)
Form 926 Form 926 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
Form 8865 Form 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

TY 2024 InvestmentsCorpBondsSchedule
Name:
JHC Foundation
EIN:
82-4058364
Name of Bond End of Year Book Value End of Year Fair Market Value
BANK NOVA SCOTIA B C SER A NOT 1,000,000 1,018,100
BCS DUAL DIRECTIONAL TRIG 2/4/ 1,210,000 1,195,601
BCS DUAL DIRECTIONAL TRIG 4/2/ 1,221,000 1,221,000
BCS DUAL DIRECTIONAL TRIG 10/2 1,150,000 1,196,000
CITI DUAL DIRECTIONAL TRIG 3/ 1,220,000 1,141,066
CITI DUAL DIRECTIONAL TRIG 11/ 1,150,000 1,057,885
CITI DUAL DIRECTIONAL TRIG 1/2 1,100,000 1,209,450
CITIGROUP GLOBAL MKTS HLDGS 3/ 1,100,000 1,192,510
CITIGROUP GLOBAL MKTS HLDGS 7/ 1,200,000 1,181,160
CITY DUAL DIRECTIONAL TRIGGER 1,300,000 1,267,110
GS FIN CORP SER F MTN ZERO 3/5 1,100,000 1,190,750
GS FIN CORP SER F MTN ZERO 5/5 1,200,000 1,410,120
JPM CHASE FINL CO - 0.000% - 0 1,100,000 1,249,930
JPMORGAN CHASE FINL CO LLC SER 1,028,000 1,071,073
UBS AG LONDON BRANCHSER A MTN 1,200,000 1,258,560
UBS DUAL DIRECTIONAL TRIGGER P 1,208,000 1,191,330

TY 2024 InvestmentsCorpStockSchedule
Name:
JHC Foundation
EIN:
82-4058364
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 225,509 215,814
ABBVIE INC 230,757 352,735
ACCENTURE PLC 192,371 275,100
AGILENT TECHNOLOGIES INC 210,801 214,004
AIRBNB 453,977 386,608
ALLEGION PLC 175,246 219,281
ALPHABET INC CL A 213,210 604,246
AMAZON COM 649,629 1,208,181
AMEREN CORPORATION 79,652 95,558
AMERICAN ELECTRIC POWER INC 99,199 102,836
ANALOG DEVICES INC 206,756 267,700
ARES MANAGEMENT CORPORATION 319,145 386,634
ASPEN TECHNOLOGY INC COM 223,178 276,840
AT&T, INC 164,807 249,992
AUTOMATIC DATA PROCESSING INC 165,402 232,135
AVALONBAY CMNTYS INC 81,219 87,328
AVERY DENNISON CORP 78,386 84,957
BANK NEW YORK MELLON CORP COM 132,913 207,364
BANK OF AMERICA CORP 276,900 341,448
BC INDUSTRIAL REIT IV 5,785,560 6,758,253
BECTON DICKINSON & CO 85,628 76,455
BENTLEY SYSTEMS INC CL B 277,911 341,050
BERKLEY W R CP 144,034 315,832
BJ'S WHLSL CLUB INC 182,321 215,334
BLACKROCK ETF TRUST II FLEXIBL 8,571,316 8,489,715
BLACKROCK INC 137,594 234,750
BLACKROCK STRAT INC OPP PORTFO 8,540,937 8,531,927
BOOZ ALLEN HAMILTON HOLDING CO 50,470 70,270
BRIGHT HORIZONS FAMILY SOLUTIO 259,843 228,351
BRISTOL-MYERS SQUIBB CO 190,352 193,944
BROADCOM INC 83,932 385,086
CADENCE DESIGN SYSTEMS INC 251,387 428,756
CARRIER GLOBAL 129,450 127,237
CHARLES RIV LABORATORIES INTL 174,936 230,012
CHEMED CORP 152,782 178,013
CHEVRON CORP 251,959 311,841
CHIPOTLE MEX GRILL 162,855 325,319
CHOICE HOTELS INTERNATIONAL IN 218,328 256,984
CHUBB LIMITED 132,791 279,063
CISCO SYSTEMS INC 221,513 311,806
CME GROUP, INC 169,763 205,988
CMS ENERGY CP 56,807 66,183
COLUMBIA EM CORE EX-CHINA ETF 3,461,380 3,230,484
COMCAST CORP 293,045 284,102
CONOCOPHILLIPS 69,154 99,765
COOPER COMPANIES INC 277,118 323,594
CSX CORP 81,456 79,739
CUMMINS INC 60,808 86,453
DANAHER CORP 324,065 446,245
DATADOG INC 194,099 222,480
DTE ENERGY CO COM 46,493 53,975
DYNATRACE 303,704 346,210
EBAY INC 75,901 87,288
ECOLAB INC 217,473 242,053
ENTERGY CORP 120,138 162,255
EOG RESOURCES INC 98,633 156,412
EQUIFAX INC 168,073 283,903
EXPONENT, INC 178,981 181,586
EXXON MOBIL CORP 246,259 346,375
FAIR ISSAC & CO INC 25,917 149,817
FORTIVE CORPORATION 158,480 170,325
GALLAGHER ARTHUR J & CO 404,013 475,449
GENERAL ELECTRIC CO 244,790 226,000
GENERAL MILLS INC 132,198 125,818
GENUINE PARTS COMPANY 90,836 66,436
HENRY JACK & ASSOC INC 235,054 251,380
HOME DEPOT INC 273,823 362,928
HONEYWELL INTL 256,970 307,662
ILLINOIS TOOL WORKS 163,669 165,828
INTERACTIVE BROKERS GROUP, INC 127,956 394,151
INTERNATIONAL BUSINESS MACHINE 154,466 264,675
INTUIT 444,921 660,554
INTUITIVE SURGICAL 217,213 239,580
ISHARES INC ISHARES MSCI EM ES 3,256,184 3,231,483
ISHARES MSCI KLD 400 SOCIAL IN 964,458 1,628,392
ISHARES TRUST ISHARES MSCI EAF 14,350,335 15,194,497
JOHNSON & JOHNSON 407,947 390,185
JP MORGAN CHASE 361,625 657,525
KKR & CO INC 462,255 704,200
KLA TENCOR CORP 372,500 415,249
LAM RESEARCH CORP 112,665 134,853
LCI INDUSTRIES 82,564 71,753
LENNOX INTL INC 141,335 439,305
LINDE PLC COM 133,431 193,426
LOCKHEED MARTIN CORP 108,277 158,902
LPL FINANCIAL HOLDINGS INC 166,998 379,405
MARSH AND MCLENNAN COMPANIES I 153,500 274,646
MARVELL TECHNOLOGY, INC 312,076 663,694
MCDONALD'S CORP 209,881 272,207
MEDTRONIC PLC 140,699 126,610
MERCK & CO INC 147,155 166,728
MICROSOFT CORP 595,903 1,585,683
MONDELEZ INTERNATIONAL INC 182,483 177,279
MONOLITHIC POWER SYSTEMS, INC 239,047 332,535
MORGAN STANLEY 183,739 238,617
MORGAN STANLEY T-GEARS 4/28/20 3,999,999 9,043,599
MSCI INC 224,289 312,605
NEXTERA ENERGY, INC 56,774 76,493
NORDSON CP 176,050 250,670
NORTHROP GRUMMAN CORP 146,616 188,655
NVIDIA CORP 166,255 1,240,571
OLLIES BARGAIN OUTLET HOLDINGS 168,131 202,781
PACKAGING CORP AMER 69,492 103,560
PARKER HANNIFIN CP 122,547 281,125
PEPSICO INC 104,215 112,981
PNC FINANCIAL GROUP INC 178,384 213,292
POOL CORP 191,191 301,050
PPG INDUSTRIES INC 136,023 114,075
PROCTER GAMBLE CO 237,837 344,018
PROGRESSIVE CORP OHIO 461,297 531,215
PROLOGIS 82,644 72,827
PUBLIC STORAGE INC 70,800 73,962
PUBLIC SVC ENTERPRISE GROUP IN 68,596 86,518
QUALCOMM INC 80,111 72,509
ROLLINS INC 163,246 270,638
SAIA, INC 137,373 226,954
SCOTTS CO. CLASS A 265,476 152,051
SERVICE NOW 341,307 668,936
SITEONE LANDSCAPE SUPPLY INC 105,235 186,191
SOUTHERN CO 145,646 173,613
TELEDYNE TECH INC 233,681 241,348
TERADYNE INC 122,225 226,152
TEXAS INSTRUMENTS INC 98,110 132,382
THE BLACKSTONE GROUP INC CL A 37,791 87,762
THE COCA-COLA CO 190,683 209,941
THE TRADE DESK INC 109,637 99,901
THERMO FISHER SCIENTIFIC INC 172,658 275,722
THOR INDS INC 96,770 187,687
TJX COMPANIES INC 135,786 168,772
TRANE TECHNOLOGIES PLC 80,934 189,477
UBER 287,427 365,539
UNION PACIFIC 175,968 193,150
UNITEDHEALTH GROUP INC 410,354 412,782
UNIVERSAL DISPLAY CORP 284,933 183,627
VALERO ENERGY CORP 113,970 155,567
VERALTO CORPORATION 208,759 290,476
VERISK ANALYTICS, INC 224,355 317,295
VISA INC 507,562 825,813
WAL-MART STORES INC 252,214 473,524
WALT DISNEY HOLDINGS CO 182,645 182,057
WASTE MANAGEMENT INC 93,347 151,343
WATSCO INC 196,985 303,763
WEC ENERGY GROUP, INC 81,252 89,620
WELLS FARGO & CO 194,685 296,202
WEST PHARMA SVCS INC 378,935 415,346
WORKDAY INC 337,887 335,181
ZEBRA TECHNOLOGIES CORP 178,366 319,790
ZURN WATER SOLUTIONS 218,697 284,823

TY 2024 InvestmentsOtherSchedule2
Name:
JHC Foundation
EIN:
82-4058364
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE REAL ESTATE INCOME   3,326,304 3,890,250
GRAHAM ABSOLUTE RETURN LTD   4,000,001 6,242,482
INSIGHT PARTNERS (CAYMAN) XI L   2,636,594 4,306,796
INSIGHT PARTNERS (CYMN) XI (CF   2,884 4,727
PE PREMIER OAKTREE OPPORTUNITI   394,241 451,286
PE PREMIER TIGER GLOBAL PRIVAT   960,799 658,176
PE PREMIER VISTA EQUITY PARTNE   994,846 1,123,711
SEG PARTNERS OFFSHORE. LTD   2,950,000 3,031,437
STARWOOD REAL ESTATE INCOME TR   93,174 77,677
STEPSTONE VC SECONDARIES FUND   829,708 937,797
STRATEGIC PARTNERS OFFSHORE VI   1,174,640 2,553,932

TY 2024 OtherExpensesSchedule
Name:
JHC Foundation
EIN:
82-4058364
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Administrative Fees 82,000     82,000
Bank Charges 2,593 2,593    
K-1 Exp INSIGHT PARTNERS (CAYM 56,249 48,306    
Postage/Delivery Service 37     37
State or Local Filing Fees 25     25


TY 2024 OtherIncomeSchedule2
Name:
JHC Foundation
EIN:
82-4058364
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
K-1 Inc/Loss INSIGHT PTNRS(CAYMAN) XI LP 13,338 13,312  
K-1 Inc/Loss INSIGHT PTNRS (CYMN) XI (CF 45 45  


TY 2024 OtherProfessionalFeesSchedule
Name:
JHC Foundation
EIN:
82-4058364
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
Investment Management Services 366,820 366,820    


TY 2024 TaxesSchedule
Name:
JHC Foundation
EIN:
82-4058364
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
990-PF Estimated Tax for 2024 50,100      
990-PF Extension for 2023 12,400