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
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$721,374,884J 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) 500
2 Check right arrow.............
3 Interest on savings and temporary cash investments 834,530 834,530  
4 Dividends and interest from securities... 8,567,802 8,567,802  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 27,619,803
b Gross sales price for all assets on line 6a 89,907,749
7 Capital gain net income (from Part IV, line 2)... 27,619,803
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
200,835 -14,659  
12 Total. Add lines 1 through 11........ 37,223,470 37,007,476  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,467,909 108,314   1,359,595
14 Other employee salaries and wages...... 1,807,842 38,751   1,770,821
15 Pension plans, employee benefits....... 1,397,500 59,540   1,324,160
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
16,251 0   16,251
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
45,000 22,500   22,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
5,545,876 2,957,777   2,608,195
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
469,372 0   0
19 Depreciation (attach schedule) and depletion... 67,765 0  
20 Occupancy.............. 251,631 8,528   239,448
21 Travel, conferences, and meetings....... 492,839 47,419   446,324
22 Printing and publications.......... 6,820 0   6,820
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
450,168 14,890   430,199
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 12,018,973 3,257,719   8,224,313
25 Contributions, gifts, grants paid....... 15,469,938 24,305,979
26 Total expenses and disbursements. Add lines 24 and 25 27,488,911 3,257,719   32,530,292
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,734,559
b Net investment income (if negative, enter -0-) 33,749,757
c Adjusted net income (if negative, enter -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......... 18,790,643 18,597,577 18,597,577
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.......... 119,706 114,502 114,502
10a Investments—U.S. and state government obligations (attach schedule) 4,454,720 Click to see attachment
List of Attached Documents:
// Content
11,220,538 		11,220,538
b Investments—corporate stock (attach schedule)....... 187,902,126 Click to see attachment
List of Attached Documents:
// Content
210,552,419 		210,552,419
c Investments—corporate bonds (attach schedule)....... 103,522,180 Click to see attachment
List of Attached Documents:
// Content
115,890,500 		115,890,500
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).......... 359,765,949 Click to see attachment
List of Attached Documents:
// Content
364,495,465 		364,495,465
14 Land, buildings, and equipment: basis right arrow5,597,511
Less: accumulated depreciation (attach schedule) right arrow5,170,348 285,812 Click to see attachment
List of Attached Documents:
// Content
427,163 		427,163
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
190,207 		Click to see attachment
List of Attached Documents:
// Content
76,720 		Click to see attachment
List of Attached Documents:
// Content
76,720
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 675,031,343 721,374,884 721,374,884
Liabilities 17 Accounts payable and accrued expenses.......... 790,782 819,417
18 Grants payable................. 38,170,699 29,130,966
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
3,672,333 		Click to see attachment
List of Attached Documents:
// Content
4,181,396
23 Total liabilities (add lines 17 through 22)......... 42,633,814 34,131,779
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........... 632,397,529 687,243,105
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)..... 632,397,529 687,243,105
30 Total liabilities and net assets/fund balances (see instructions). 675,031,343 721,374,884
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
632,397,529
2
Enter amount from Part I, line 27a .....................
2
9,734,559
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
45,746,899
4
Add lines 1, 2, and 3 ..........................
4
687,878,987
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
635,882
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
687,243,105
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 STOCKS, ETFS, MF AND COMMINGLED FUNDS & PRIVATE ASSETS P    
b FIXED-INCOME FUNDS P    
c CLASS ACTION & MISC. P    
d
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 81,204,652   53,469,871 27,734,781
b 8,696,049   8,818,075 -122,026
c 7,048     7,048
d
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       27,734,781
b       -122,026
c       7,048
d
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 27,619,803
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) 1 469,122
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........................... 3 469,122
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- ..... 5 469,122
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 440,007
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 150,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 590,007
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 10 120,885
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow120,885 Refundedright arrow 11 0
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$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
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 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 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 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)
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 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
JOHN R MACH JR MD CHAIR
2.10 		18,301 0 0
55 E 59TH STREET
NEW YORK,NY10022
ELIZABETH A PALMER CO VICE-CHAIR
1.80 		15,500 0 0
55 E 59TH STREET
NEW YORK,NY10022
EARL A SAMSON III CO VICE-CHAIR
2.00 		16,000 0 0
55 E 59TH STREET
NEW YORK,NY10022
JOHN H ALLEN TRUSTEE
1.40 		14,000 0 0
55 E 59TH STREET
NEW YORK,NY10022
MARGARET L WOLFF TRUSTEE
1.60 		16,000 0 0
55 E 59TH STREET
NEW YORK,NY10022
NIRAV R SHAH TRUSTEE
1.20 		14,000 0 0
55 E 59TH STREET
NEW YORK,NY10022
LIAM DONOHUE TRUSTEE
1.10 		13,500 0 0
55 E 59TH STREET
NEW YORK,NY10022
GINNA BAIK TRUSTEE
1.10 		15,785 0 0
55 E 59TH STREET
NEW YORK,NY10022
CHARLES M FARKAS TRUSTEE
1.10 		14,000 0 0
55 E 59TH STREET
NEW YORK,NY10022
DAVID DI MARTINO TRUSTEE
1.10 		13,000 0 0
55 E 59TH STREET
NEW YORK,NY10022
TRIPLER PELL TRUSTEE
1.80 		16,000 0 0
55 E 59TH STREET
NEW YORK,NY10022
PHYLLIS D MEADOWS TRUSTEE
1.10 		14,000 0 0
55 E 59TH STREET
NEW YORK,NY10022
HUA EVA CHENG VP FINANCE & CFO
40.00 		276,300 98,161 0
55 E 59TH STREET
NEW YORK,NY10022
TERESA T FULMER PRESIDENT
40.00 		624,072 103,916 0
55 E 59TH STREET
NEW YORK,NY10022
RANI E SNYDER VP PROGRAM
40.00 		315,000 103,595 0
55 E 59TH STREET
NEW YORK,NY10022
MENDA TENZING SECRETARY
40.00 		72,451 36,952 0
55 E 59TH STREET
NEW YORK,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 COMMUNICATIONS
40.00 		233,000 74,359 0
55 E 59TH STREET
NEW YORK,NY10022
JANE CARMODY SR PROGRAM OFFICER
40.00 		198,300 74,471 0
55 E 59TH STREET
NEW YORK,NY10022
NANCY WEXLER PROGRAM OFFICER
40.00 		201,500 49,948 0
55 E 59TH STREET
NEW YORK,NY10022
SCOTT BANE SR PROGRAM OFFICER
40.00 		156,400 44,552 0
55 E 59TH STREET
NEW YORK,NY10022
JON MILLER GRANTS MANAGER
40.00 		126,800 72,176 0
55 E 59TH STREET
NEW YORK,NY10022
Total number of other employees paid over $50,000...................right arrow 9
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
GOLDMAN SACHS & CO INVESTMENT ADVISOR & MANAGERS 1,444,355
200 WEST STREET
NEW YORK,NY10282
D E SHAW OCULUS OFFSHORE INVESTMENT MANAGER 353,693
1166 AVENUE OF THE AMERICAS
NEW YORK,NY10036
CANTILLON CAPITAL MANAGEMENT INVESTMENT MANAGER 241,216
400 WEST 5TH STREET
NEW YORK,NY10019
MCDONALD DYNAMIC EQUITY LLC INVESTMENT MANAGER 219,452
200 WEST STREET
NEW YORK,NY10282
EDGEWOOD MANAGEMENT INVESTMENT MANAGER 215,666
535 MADISON AVE 15TH
NEW YORK,NY10022
Total number of others receiving over $50,000 for professional services.............right arrow24
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. 2,791,430
2 AGING AND HEALTH MEETINGS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMONG GRANTEES AND OPERATIONALIZED NEW PROGRAM-RELATED AND GRANT IDEAS. 100,687
3 TECHNICAL ASSISTANCE - TO PROVIDE REGULAR ASSISTANCE AND CONSULTANT EXPENSES TO GRANTEES 25,000
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 (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
706,241,374
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
706,241,374
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
706,241,374
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,593,621
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
695,647,753
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
34,782,388
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
34,782,388
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
469,122
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
469,122
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
34,313,266
4
Recoveries of amounts treated as qualifying distributions................
4
15,318
5
Add lines 3 and 4............................
5
34,328,584
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
34,328,584
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
32,530,292
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
209,116
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
32,739,408
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 34,328,584
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 29,948,894
b Total for prior years:20 , 20, 20 0
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 ........ 0
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 32,739,408
a Applied to 2023, but not more than line 2a 29,948,894
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 2024 distributable amount..... 2,790,514
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2024. 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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		31,538,070
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 2019 not
applied on line 5 or line 7 (see instructions) ... 		0
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....  
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).)
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 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 (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

HEBREW HOME FOR THE AGED AT RIVERDALE FOUNDATION

5901 PALISADE AVENUE
RIVERDALE,NY10471 		N/A PC 107TH ANNIVERSARY GALA 13,635

UNIVERSITY OF THE PEOPLE

595 E COLORADO BOULEVARD SUITE 623
PASADENA,CA91101 		N/A PC 15TH ANNIVERSARY GALA 700

PRIMARY CARE DEVELOPMENT CORPORATION

45 BROADWAY SUITE 530
NEW YORK,NY10006 		N/A PC 2024 GALA IN TRIBECA 1,500

HISPANICS IN PHILANTHROPY

548 MARKET ST 60300
SAN FRANCISCO,CA94104 		N/A PC 2024 ORGANIZATIONAL MEMBERSHIP 5,000

YWCA OF THE CITY OF NEW YORK

50 BROADWAY
NEW YORK,NY10004 		N/A PC 2024 SALUTE GALA LEADER SPONSORSHIP 1,900

UNITED HOSPITAL FUND OF NEW YORK

1411 BROADWAY 12TH FLOOR
NEW YORK,NY100183496 		N/A PC 2024 TRIBUTE TO EXCELLENCE IN HEALTH CARE 1,000

NATIONAL ALLIANCE FOR CAREGIVING

1730 RHODE ISLAND AVENUE NW SUITE
812
WASHINGTON,DC20036 		N/A PC ACT ON RAISE CAMPAIGN 587,323

AMERICAN SOCIETY ON AGING

548 MARKET STREET PMB 85589
SAN FRANCISCO,CA941045401 		N/A PC ADVANCING EQUITY IN AGING 111,966

CASE WESTERN RESERVE UNIVERSITY

10900 EUCLID AVENUE
CLEVELAND,OH441067015 		N/A PC AGE-FRIENDLY HEALTH SYSTEMS: AMBULATORY CARE CONTINUUM EVALUATION, SCALE-UP AND SPREAD 816,317

USAGING

1100 NEW JERSEY AVENUE SE SUITE 350
WASHINGTON,DC20003 		N/A PC AGING AND DISABILITY BUSINESS INSTITUTE, PHASE III: ADVANCING EQUITY AND EXCELLENCE THROUGH SUSTAINABLE NETWORKS AND PARTNERSHIPS 924,885

AMERICAN SOCIETY ON AGING

548 MARKET STREET PMB 85589
SAN FRANCISCO,CA941045401 		N/A PC ASA RISE: ADVANCING EQUITY IN AGING 136,850

BELLEVUE ASSOCIATION INC

462 1ST AVE N-ME15
NEW YORK,NY10016 		N/A PC BELLEVUE GALA 2024 865

FUND FOR PUBLIC HEALTH IN NEW YORK CITY

22 CORTLANDT STREET
NEW YORK,NY10007 		N/A PC BOLD PUBLIC HEALTH DEMENTIA CARE FOR NYC 65,000

CENTER FOR HEALTH POLICY DEVELOPMENT NATIONAL ACADEMY FOR STATE HEALTH POL

1233 20TH ST NW SUITE 303
WASHINGTON,DC20036 		N/A PC BUILDING STATE POLICIES TO IMPROVE CARE FOR PEOPLE WITH SERIOUS ILLNESS 226,633

BRIGHT FOCUS FOUNDATION

22512 GATEWAY CENTER DR
CLARKSBURG,MD20871 		N/A PC CONCERT FOR THE CURES - DRUG DISCOVERY TICKET 1,500

GRANTMAKERS IN AGING

333 MAMARONECK AVENUE 238
WHITE PLAINS,NY10605 		N/A PC CORE SUPPORT RENEWAL: BUILDING AN AGING PHILANTHROPY MOVEMENT 128,384

ALZHEIMER'S ASSOCIATION

225 N MICHIGAN AVENUE
CHICAGO,IL606017633 		N/A PC DEMENTIA CARE NAVIGATION ROUNDTABLE 10,000

INSTITUTE FOR HEALTHCARE IMPROVEMENT

53 STATE STREET 19TH FLOOR
BOSTON,MA02109 		N/A PC DIAGNOSTIC EXCELLENCE AGE-FRIENDLY HEALTH SYSTEMS (AFHS) SEED GRANTS PROGRAM 296,923

USAGING

1100 NEW JERSEY AVENUE SE SUITE 350
WASHINGTON,DC20003 		N/A PC DISASTER RELIEF FUND 24,500

BROOKLYN FAITH SDA

5518 CHURCH AVE
BROOKLYN,NY11203 		N/A PC DISCRETIONARY GRANTS 2,000

OLD FORGE LIBRARY ASSOCIATION

220 CROSBY BOULEVARD
OLD FORGE,NY11320 		N/A PC DISCRETIONARY GRANTS 1,000

MYASTHENIA GRAVIS FOUNDATION OF AMERICA

SUITE 5-315 WESTBOROUGH
WESTBOROUGH,MA01581 		N/A PC DISCRETIONARY GRANTS 2,000

THE ANDREA C CAMERON FOUNDATION INC

11789 BLACKWOODS LANE
PALM BEACH GARDENS,FL33412 		N/A PC DISCRETIONARY GRANTS 2,000

WORLD CHAN BUDDHIST ASSOCIATION

43-08 MAIN STREET
FLUSHING,NY11355 		N/A PC DISCRETIONARY GRANTS 2,000

CENTER FOR TRANSFORMATIVE ACTION

119 ANABEL TAYLOR HALL
ITHACA,NY14851 		N/A PC DISCRETIONARY GRANTS 2,000

NAMI NATIONAL ALLIANCE ON MENTAL ILLNESS

2601 N HOWARD ST STE 130
BALTIMORE,MD21297 		N/A PC DISCRETIONARY GRANTS 1,000

CLEAN AIR TASK FORCE INC

114 STATE STREET 6TH FLOOR
BOSTON,MA02109 		N/A PC DISCRETIONARY GRANTS 2,000

CGD ASSOCIATION OF AMERICA INC

2005 PALMER AVENUE 197
LARCHMONT,NY10538 		N/A PC DISCRETIONARY GRANTS 2,000

ST JOHN VIANNEY CHURCH

140-10 34TH AVE
FLUSHING,NY11354 		N/A PC DISCRETIONARY GRANTS 2,000

LEAP TO SHINE

140 KINGSLAND CIRCLE
MONMOUTH JUNCTION,NJ08852 		N/A PC DISCRETIONARY GRANTS 1,500

ROADS TO SUCCESS

3RD FLOOR NEW YORK
NEW YORK,NY10029 		N/A PC DISCRETIONARY GRANTS 1,000

BACK ON MY FEET

100 S BROAD STREET SUITE 2136
PHILADELPHIA,PA19176 		N/A PC DISCRETIONARY GRANTS 2,000

SOUTH BROOKLYN ACADEMY

418 E 45TH ST
BROOKLYN,NY11203 		N/A PC DISCRETIONARY GRANTS 2,000

DOCTORS WITHOUT BORDERS USA INC

40 RECTOR STREET 16TH FLOOR
NEW YORK,NY10006 		N/A PC DISCRETIONARY GRANTS 1,000

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG

305 SEVENTH AVENUE 15TH FLOOR
NEW YORK,NY10001 		N/A PC DISCRETIONARY GRANTS 2,000

WHISKERS-A-GOGO INC

447 GRAHAM AVE
BROOKLYN,NY11222 		N/A PC DISCRETIONARY GRANTS 2,000

BRONX CHARTER SCHOOL FOR EXCELLENCE

1960 BENEDICT AVENUE
BRONX,NY10462 		N/A PC DISCRETIONARY GRANTS 2,000

SARASOTA MEMORIAL HEALTHCARE FOUNDATION

1515 SO OSPREY AVE B4
SARASOTA,FL34239 		N/A PC DISCRETIONARY GRANTS 2,000

SANKARA EYE FOUNDATION USA

302 MILPITAS
MILPITAS,CA95035 		N/A PC DISCRETIONARY GRANTS 2,500

NEW YORK CITY GAY AND LESBIAN ANTI-VIOLENCE

3RD FLOOR NEW YORK
NEW YORK,NY10038 		N/A PC DISCRETIONARY GRANTS 3,000

INNOVATIVE LEARNING INSTITUTES INC

19 STONE ST
BEVERLY,MA01915 		N/A PC DISCRETIONARY GRANTS 4,000

AMERICAN HEART ASSOCIATION IN THE GREATER

4601 FAIRFAX DR SUITE 700
ARLINGTON,VA22203 		N/A PC DISCRETIONARY GRANTS 4,000

KOREAN-AMERICAN COMMUNITY FOUNDATION INC

135 EAST 64TH STREET 2ND FLOOR
NEW YORK CITY,NY10065 		N/A PC DISCRETIONARY GRANTS 4,000

UNIVERSITY OF MASSACHUSETTS AMHERST

134 HICKS WAY
AMHERST,MA01003 		N/A PC DISCRETIONARY GRANTS 4,000

MARIE SELBY BOTANICAL GARDENS INC

1534 MOUND ST
SARASOTA,FL34236 		N/A PC DISCRETIONARY GRANTS 4,000

BEACON SCHOOL PARENT ASSOCIATION

522 WEST 44TH STREET
NEW YORK,NY10036 		N/A PC DISCRETIONARY GRANTS 4,000

STATES NEWSROOM

STE 460 WASHINGTON
WASHINGTON,DC20001 		N/A PC DISCRETIONARY GRANTS 2,000

OLD FORGE VOLUNTEER FIRE DEPARTMENT INC

PO BOX 1170
OLD FORGE,NY13420 		N/A PC DISCRETIONARY GRANTS 1,000

THE ARTS GUILD OF OLD FORGE INC DBA VIE

3273 STATE ROUTE 28
OLD FORGE,NY13420 		N/A PC DISCRETIONARY GRANTS 1,000

COOL EARTH ACTION USA INC

1 SENTRY LANE CHESTER
CHESTER,NJ07930 		N/A PC DISCRETIONARY GRANTS 500

ACADEMY FOR COLLEGE PREPARATION AND CAREE

911 FLATBUSH AVE
BROOKLYN,NY11226 		N/A PC DISCRETIONARY GRANTS 500

350ORG

PO BOX 843004
BOSTON,MA022843004 		N/A PC DISCRETIONARY GRANTS 750

ASIAN AMERICAN WRITERS WORKSHOP INC

110-112 WEST 27TH STREET
NEW YORK,NY10001 		N/A PC DISCRETIONARY GRANTS 750

BROWN UNIVERSITY OF PROVIDENCE

CONTROLLERS OFFICE BOX J
PROVIDENCE,RI02912 		N/A PC DISCRETIONARY GRANTS 1,000

MID COAST HOSPITAL

OFFICE OF PHILANTHROPY BRUNSWICK
BRUNSWICK,ME04011 		N/A PC DISCRETIONARY GRANTS 1,000

AMERICAN SOCIETY ON AGING

548 MARKET STREET PMB 85589
SAN FRANCISCO,CA94105 		N/A PC DISCRETIONARY GRANTS 1,000

HAND OF HOPE - FLM

6127 QUARTZ CT
GRAND BLANC,MI48439 		N/A PC DISCRETIONARY GRANTS 1,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH STREET
WASHINGTON,DC20001 		N/A PC DISCRETIONARY GRANTS 250

UNIVERSITY OF THE PEOPLE

595 E COLORADO BLVD 623
PASADENA,CA91101 		N/A PC DISCRETIONARY GRANTS 250

NURSE TRUST INC

201 E MAIN STREET
LEXINGTON,KY40507 		N/A PC DISCRETIONARY GRANTS 250

COMMUNITY PARTNERS

1000 N ALAMEDA STREET STE 240
LOS ANGELES,CA90012 		N/A PC DISCRETIONARY GRANTS 1,000

NURSES EDUCATIONAL FUNDS INC

137 MONTAGUE STREET SUITE 144
BROOKLYN,NY11201 		N/A PC DISCRETIONARY GRANTS 250

ARIZONA CENTER FOR EMPOWERMENT

5716 N 19TH AVENUE
PHOENIX,AZ85015 		N/A PC DISCRETIONARY GRANTS 1,000

UNIVERSITY OF WASHINGTON

GRANT AND CONTRACT SERVICES
SEATTLE,WA981046613 		N/A PC DISSEMINATING EVIDENCE-BASED MESSAGING ABOUT PALLIATIVE & END-OF-LIFE CARE FOR PERSONS LIVING WITH SERIOUS ILLNESS 515,088

AMERICAN LIBRARY ASSOCIATION

225 N MICHIGAN AVE
CHICAGO,IL60601 		N/A PC DONATION TO CULTURAL COMMUNITIES FUND 50,000

GERONTOLOGICAL SOCIETY OF AMERICA

1220 L STREET NW SUITE 901
WASHINGTON,DC20005 		N/A PC ESTABLISHING THE NATIONAL CENTER TO FRAME AGING: ADVANCING A NEW CONVERSATION ABOUT AGING IN AMERICA 482,956

EDUCATION DEVELOPMENT CENTER INC

300 FIFTH AVENUE
WALTHAM,MA02451 		N/A PC EXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE 284,477

REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES

10920 WILSHIRE BOULEVARD SUITE 500
LOS ANGELES,CA900246502 		N/A PC EXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE 314,845

INSTITUTE FOR HEALTHCARE IMPROVEMENT

53 STATE STREET 19TH FLOOR
BOSTON,MA02109 		N/A PC FELLOWSHIP IN DIAGNOSTIC EXCELLENCE PROGRAM 50,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH STREET NW
WASHINGTON,DC20001 		N/A PC FORUM ON ADVANCING DIAGNOSTIC EXCELLENCE 25,000

USAGAINSTALZHEIMER'S

5614 CONNECTICUT AVE NW 288
WASHINGTON,DC20015 		N/A PC GENERAL COALITION WORK ON DEMENTIA 7,500

COMMUNITY CATALYST INC

ONE FEDERAL STREET FLOOR 5
BOSTON,MA02110 		N/A PC GENERAL OPERATING SUPPORT: ADVANCING EQUITY FOR OLDER ADULTS 99,971

CENTER FOR MEDICARE ADVOCACY INC

PO BOX 350
WILLIMANTIC,CT06226 		N/A PC GENERAL OPERATING SUPPORT: ADVANCING EQUITY FOR OLDER ADULTS 100,000

JUSTICE IN AGING

1330 BROADWAY SUITE 525
OAKLAND,CA94612 		N/A PC GENERAL OPERATING SUPPORT: ADVANCING HEALTH EQUITY FOR OLDER ADULTS 100,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL

OFFICE OF SPONSORED RESEARCH
CHAPEL HILL,NC275991350 		N/A PC GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION 667,931

NEW YORK UNIVERSITY

70 WASHINGTON SQUARE SOUTH
NEW YORK,NY10010 		N/A PC GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION 371,697

EMERGENCY MEDICINE FOUNDATION

4950 WEST ROYAL LANE
IRVING,TX750632524 		N/A PC GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION 295,525

AMERICAN COLLEGE OF SURGEONS

633 N SAINT CLAIR STREET
CHICAGO,IL606113295 		N/A PC GERIATRICS SURGERY VERIFICATION (GSV) PHASE III: AGE-FRIENDLY SURGERY, A DELIRIUM-FOCUSED ENTRY TO GSV 545,028

AMERICAN COLLEGE OF SURGEONS

633 N SAINT CLAIR STREET
CHICAGO,IL606113295 		N/A PC GERIATRIC SURGERY VERIFICATION (GSV) PHASE II: EVALUATION AND IMPROVEMENT 618,939

REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO

550 16TH STREET 7TH FLOOR
SAN FRANCISCO,CA94143 		N/A PC LAUNCHING AND EMPOWERING A NATIONAL AGE-FRIENDLY HEALTH SYSTEMS RESEARCH COMMUNITY 917,066

DAFFY CHARITABLE FUND

221 MAIN STREET 2061
LOS ALTOS,CA94023 		N/A PC MATCHING GRANTS 50,000

ST LAWRENCE UNIVERSITY

23 ROMODA DR
CANTON,NY13617 		N/A PC MATCHING GRANTS 52,000

FIDELITY INVESTMENTS CHARITABLE GIFT FUND

PO BOX 770001
CINCINNATI,OH45277 		N/A PC MATCHING GRANTS 124,478

CAMP HARBOR VIEW FOUNDATION INC

200 CLARENDON STREET 60TH FLOOR
BOSTON,MA02116 		N/A PC MATCHING GRANTS 40,000

GRACE EPISCOPAL DAY SCHOOL

9411 CONNECTICUT AVE
KENSINGTON,MD20895 		N/A PC MATCHING GRANTS 20,000

CENTRAL PARK CONSERVANCY INC

717 FIFTH AVENUE 5TH FL
NEW YORK,NY10022 		N/A PC MATCHING GRANTS 100

UNIVERSITY OF ARIZONA FOUNDATION

1111 NORTH CHERRY AVENUE
TUCSON,AZ85721 		N/A PC MATCHING GRANTS 320

BASEBALL HALL OF FAME AND MUSEUM INC

25 MAIN STREET
COOPERSTOWN,NY13326 		N/A PC MATCHING GRANTS 1,000

THE METROPOLITAN MUSEUM OF ART

1000 5TH AVE
NEW YORK,NY10028 		N/A PC MATCHING GRANTS 126

VERTICAL RAISE NP INC

1424 E SHERMAN AVE STE 300
COEUR D ALENE,ID83814 		N/A PC MATCHING GRANTS 200

HARTWICK COLLEGE

1 HARTWICK DRIVE
ONEONTA,NY138204020 		N/A PC MATCHING GRANTS 1,000

ARRAY ALLIANCE INC

16000 VENTURA BLVD STE 900
ENCINO,CA91436 		N/A PC MATCHING GRANTS 128

LOFT CINEMA INC

3233 E SPEEDWAY BLVD
TUCSON,AZ85716 		N/A PC MATCHING GRANTS 132

NEW YORK HISTORICAL SOCIETY

170 CENTRAL PARK WEST
NEW YORK,NY10024 		N/A PC MATCHING GRANTS 170

BROWN UNIVERSITY OF PROVIDENCE

CONTROLLERS OFFICE BOX J
PROVIDENCE,RI02912 		N/A PC MATCHING GRANTS 200

COMMUNITY PARTNERS

1000 N ALAMEDA STREET STE 240
LOS ANGELES,CA90012 		N/A PC MATCHING GRANTS 500

NATIONAL WILDLIFE FEDERATION

11100 WILDLIFE CENTER DRIVE
RESTON,VA20190 		N/A PC MATCHING GRANTS 500

NEW YORK PUBLIC RADIO

160 VARICK STREET
NEW YORK,NY10013 		N/A PC MATCHING GRANTS 1,240

HOUSATONIC YOUTH SERVICE BUREAU INC

PO BOX 356
FALLS VILLAGE,CT06031 		N/A PC MATCHING GRANTS 500

WORLD CENTRAL KITCHEN INCORPORATED

200 MASSACHUSETTS AVE NW 7TH FLOOR
WASHINGTON,DC20009 		N/A PC MATCHING GRANTS 409

TEACHERS COLLEGE COLUMBIA UNIVERSITY

525 WEST 120TH STREET
NEW YORK,NY10027 		N/A PC MATCHING GRANTS 200

ARIZONA CENTER FOR EMPOWERMENT

5716 N 19TH AVENUE
PHOENIX,AZ85015 		N/A PC MATCHING GRANTS 300

UPPER HOUSATONIC VALLEY NATIONAL HERITAGE

24 MAIN ST PO BOX 493
SALISBURY,CT06068 		N/A PC MATCHING GRANTS 300

ENSEMBLE IPSE INC

671A QUINCY STREET STE APT 1
BROOKLYN,NY11221 		N/A PC MATCHING GRANTS 250

ROYAL FAMILY PRODUCTIONS

145 WEST 46TH STREET
NEW YORK,NY10036 		N/A PC MATCHING GRANTS 200

HISPANIC FEDERATION INC

55 EXCHANGE PLACE 5TH FLOOR
NEW YORK,NY10005 		N/A PC MATCHING GRANTS 200

MEDICARE RIGHTS CENTER INC

266 WEST 37TH STREET 3RD FLOOR
NEW YORK,NY10018 		N/A PC MATCHING GRANTS 215

COOPERSTOWN ART ASSOCIATION

22 MAIN STREET
COOPERSTOWN,NY13326 		N/A PC MATCHING GRANTS 200

YWCA OF THE CITY OF NEW YORK

50 BROADWAY
NEW YORK,NY10004 		N/A PC MATCHING GRANTS 200

FILM AT LINCOLN CENTER INC

70 LINCOLN CENTER PLAZA SUITE 4
NEW YORK,NY10023 		N/A PC MATCHING GRANTS 460

CHORE SERVICE INC

PO BOX 522
LAKEVILLE,CT06039 		N/A PC MATCHING GRANTS 2,000

COMMUNITY TRANSPORTATION SERVICES LTD

PO BOX 995
OLD FORGE,NY13420 		N/A PC MATCHING GRANTS 1,000

EPIPHANY SCHOOL INC

154 CENTRE STREET
DORCHESTER,MA02124 		N/A PC MATCHING GRANTS 2,500

COMMUNITY FOOD BANK INC

3003 S COUNTRY CLUB RD
TUCSON,AZ85713 		N/A PC MATCHING GRANTS 100

RESCUE CITY

8700 25TH AVENUE APT 2U
BROOKLYN,NY11214 		N/A PC MATCHING GRANTS 100

MEMORIAL SLOAN-KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY10065 		N/A PC MATCHING GRANTS 100

FENWAY HIGH SCHOOL FUND

67 ALLEGHANY STREET
BOSTON,MA02120 		N/A PC MATCHING GRANTS 7,500

FRIENDS OF BASSETT

ONE ATWELL ROAD
COOPERSTOWN,NY13326 		N/A PC MATCHING GRANTS 5,000

NEW YORK SHAKESPEARE FESTIVAL

425 LAFAYETTE STREET
NEW YORK,NY10003 		N/A PC MATCHING GRANTS 100

SKIDMORE COLLEGE

815 NORTH BROADWAY
SARATOGA SPRINGS,NY12866 		N/A PC MATCHING GRANTS 2,000

NATIONAL AUDUBON SOCIETY INC

225 VARICK STREET 7TH FLOOR
NEW YORK,NY10014 		N/A PC MATCHING GRANTS 5,000

MOBILE MEALS OF SOUTHERN ARIZONA

3355 S SIXTH AVENUE
TUCSON,AZ85713 		N/A PC MATCHING GRANTS 100

BEACON SCHOOL PARENT ASSOCIATION

522 WEST 44TH STREET
NEW YORK,NY10036 		N/A PC MATCHING GRANTS 4,500

THESSALONICA AGRICULTURAL & INDUSTRIAL IN

1740 BROADWAY SUITE 1500
NEW YORK,NY10019 		N/A PC MATCHING GRANTS 200

ST PETER'S CHURCH

692 DEEP HOLLOW RD
MILLBROOK,NY12545 		N/A PC MATCHING GRANTS 4,000

EAST ORANGE YMCA

100 N ARLINGTON AVE
EAST ORANGE,NJ07017 		N/A PC MATCHING GRANTS 4,000

THE PALEY CENTER FOR MEDIA

25 WEST 52ND STREET
NEW YORK,NY10019 		N/A PC MATCHING GRANTS 100

ADVANCING STATES INC

1201 15TH ST NW STE 350
WASHINGTON,DC20005 		N/A PC MAXIMIZING THE IMPACT OF AMERICAN RESCUE PLAN ACT HOME AND COMMUNITY-BASED FUNDING - STATE SUPPORT AND LEARNING PROJECT 149,758

GRANTMAKERS IN HEALTH

1100 CONNECTICUT AVENUE NW SUITE
1100
WASHINGTON,DC20036 		N/A PC MEMBERSHIP SUPPORT (2024) 20,150

NATIONAL RURAL HEALTH ASSOCIATION

406 WEST 34TH STREET
KANSAS CITY,MO64111 		N/A PC MEMBERSHIP SUPPORT (2024) 641

AMERICAN TELEMEDICINE ASSOCIATION

901 N GLEBE ROAD SUITE 850
ARLINGTON,VA22203 		N/A PC MEMBERSHIP SUPPORT (2024) 5,000

AMERICAN PUBLIC HEALTH ASSOCIATION INC

800 I ST NW
WASHINGTON,DC20001 		N/A PC MEMBERSHIP SUPPORT (2024) 525

LEADINGAGE INC

2519 CONNECTICUT AVENUE NW
WASHINGTON,DC20008 		N/A PC MEMBERSHIP SUPPORT (2024) 1,050

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG

305 SEVENTH AVENUE 15TH FLOOR
NEW YORK,NY10001 		N/A PC MEMBERSHIP SUPPORT (2024) 5,000

PHILANTHROPY NEW YORK INC

320 EAST 43RD STREET
NEW YORK,NY10017 		N/A PC MEMBERSHIP SUPPORT (2024) 19,750

DUKE UNIVERSITY

324 BLACKWELL STREET SUITE 900
DURHAM,NC277080001 		N/A PC MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY 108,075

AMERICAN ACADEMY OF HOME CARE MEDICINE INC

307 SOUTH EATON STREET
BALTIMORE,MD21224 		N/A PC MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY 119,284

HOME CENTERED CARE INSTITUTE

1900 EAST GOLF ROAD SUITE 480
SCHAUMBURG,IL60173 		N/A PC MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY 269,648

JOHNS HOPKINS UNIVERSITY

SCHOOL OF MEDICINE
BALTIMORE,MD21231 		N/A PC MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY 470,206

LEADINGAGE INC

2519 CONNECTICUT AVENUE NW
WASHINGTON,DC20008 		N/A PC MOVING FORWARD NURSING HOME QUALITY COALITION, PHASE II 1,126,770

ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI

ONE GUSTAVE L LEVY PLACE
NEW YORK,NY10029 		N/A PC MOVING HOSPITAL AT HOME INTO THE MAINSTREAM OF HEALTH CARE DELIVERY, ADDRESSING HEALTH EQUITY AND SUPPORTING FAMILY CAREGIVING 723,775

PUBLIC POLICY LAB INC

20 JAY STREET SUITE 910
BROOKLYN,NY11201 		N/A PC MULTI-SECTOR PLANS ON AGING 2024 50,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH STREET NW
WASHINGTON,DC20001 		N/A PC NAM-AARP GEOSCIENCE WORKSHOP 20,000

NATIONAL ACADEMY OF SCIENCES

500 FIFTH STREET NW
WASHINGTON,DC20001 		N/A PC NATIONAL ACADEMY OF MEDICINE SCHOLARS IN DIAGNOSTIC EXCELLENCE 106,465

EDUCATION DEVELOPMENT CENTER INC

300 FIFTH AVENUE
WALTHAM,MA02451 		N/A PC NATIONAL COLLABORATORY TO ADDRESS ELDER MISTREATMENT PHASE III: EXPANDING THE IMPACT OF THE ELDER MISTREATMENT EMERGENCY DEPARTMENT TOOLKIT 509,780

EDUCATION DEVELOPMENT CENTER INC

300 FIFTH AVENUE
WALTHAM,MA02451 		N/A PC NATIONAL COLLABORATORY TO ADDRESS ELDER MISTREATMENT PHASE IV: INTEGRATING ELDER MISTREATMENT PREVENTION AND INTERVENTION IN MAINSTREAM HEALTH AND SOCIAL CARE 643,512

FAIR HEALTH

530 FIFTH AVENUE 18TH FLOOR
NEW YORK,NY10036 		N/A PC NATIONAL INITIATIVE TO ADVANCE COST INFORMATION IN SHARED DECISION-MAKING FOR OLDER ADULTS WITH SERIOUS HEALTH CONDITIONS: PHASE II IMPLEMENTATION PROJECT 951,298

NATIONAL RURAL HEALTH ASSOCIATION

406 WEST 34TH STREET
KANSAS CITY,MO64111 		N/A PC NATIONAL RURAL AGE-FRIENDLY INITIATIVE: IMPLEMENTATION GRANT 624,871

NATIONAL RURAL HEALTH ASSOCIATION

406 WEST 34TH STREET
KANSAS CITY,MO64111 		N/A PC NATIONAL RURAL AGE-FRIENDLY INITIATIVE: PLANNING GRANT 189,445

NEW YORK ACADEMY OF MEDICINE

1216 FIFTH AVENUE
NEW YORK,NY100295293 		N/A PC NYAM GALA 2024: ADVOCATE FOR DREAMS 12,790

CENTER FOR ELDER LAW AND JUSTICE INC

438 MAIN ST STE 1200
BUFFALO,NY14202 		N/A PC NY STATE MASTER PLAN ON AGING 16,000

BRONX OVERALL ECONOMIC DEVELOPMENT CORPORATION

851 GRAND CONCOURSE
BRONX,NY10451 		N/A PC OMBUDSMAN UNIT/QUALITY OF CARE IN NURSING HOMES 25,000

BRONX OVERALL ECONOMIC DEVELOPMENT CORPORATION

851 GRAND CONCOURSE
BRONX,NY10451 		N/A PC OMBUDSMAN UNIT/QUALITY OF CARE IN NURSING HOMES 10,000

NATIONAL PACE ASSOCIATION

675 NORTH WASHINGTON STREET
ALEXANDRIA,VA22314 		N/A PC PACE 200K: BUILDING FOR SUSTAINABLE GROWTH AND QUALITY 137,197

YALE UNIVERSITY

PO BOX 208229
NEW HAVEN,CT065208229 		N/A PC PATIENT PRIORITIES CARE PHASE III: DISSEMINATION AND SUSTAINABILITY 1,045,226

OREGON HEALTH AND SCIENCE UNIVERSITY FOUNDATION

2020 SW 4TH AVENUE SUITE 900
PORTLAND,OR97201 		N/A PC PERSON-CENTERED CARE PLANNING FOR PERSONS WITH MULTIPLE CHRONIC CONDITIONS SUMMIT, CO-SPONSOR WITH AHRQ 50,000

TRUST FOR AMERICA'S HEALTH

1730 M STREET NW SUITE 900
WASHINGTON,DC20036 		N/A PC PHASE III: NATIONALLY EMBED AND SUSTAIN AGE-FRIENDLY PUBLIC HEALTH SYSTEMS, POLICIES AND PRACTICES 1,059,782

AMERICAN SOCIETY ON AGING

548 MARKET STREET PMB 85589
SAN FRANCISCO,CA941045401 		N/A PC PLUS ORGANIZATIONAL MEMBERSHIP 2025 825

NORC AT THE UNIVERSITY OF CHICAGO

55 EAST MONROE STREET
CHICAGO,IL60603 		N/A PC PRESIDENT'S DISCRETIONARY GRANT 72,000

PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC

7500 OLD GEORGETOWN ROAD SUITE 600
BETHESDA,MD20814 		N/A PC PUBLISHING AND DISSEMINATING LESSONS ON INNOVATIONS IN HEALTH CARE TO SUPPORT AGE-FRIENDLY HEALTH 332,664

RUSH UNIVERSITY MEDICAL CENTER

1201 W HARRISON ST SUITE 300
CHICAGO,IL60607 		N/A PC READY, WILLING AND ABLE: CARING FOR CAREGIVERS IN AGE-FRIENDLY HEALTH SYSTEMS - DISSEMINATION PHASE 586,535

HEALTH CAREERS FUTURES

EQT TOWER 625 LIBERTY AVENUE SUITE
2500
PITTSBURGH,PA15222 		N/A SO I REVISITING TEACHING NURSING HOMES, PHASE II: DISSEMINATING ACROSS PENNSYLVANIA 1,427,424

ENCORE CREATIVITY CORPORATION

6955 WILLOW STREET NW
WASHINGTON,DC20012 		N/A PC SINGING TO COMBAT SOCIAL ISOLATION. 10,000

HEALTH RESEARCH AND EDUCATIONAL TRUST

155 NORTH WACKER SUITE 400
CHICAGO,IL60606 		N/A SO I SPREADING THE AGE-FRIENDLY HEALTH SYSTEMS SOCIAL MOVEMENT 897,165

ADVANCING STATES INC

1201 15TH ST NW STE 350
WASHINGTON,DC20005 		N/A PC STATE LEARNING COLLABORATIVE ON INTEGRATING DIRECT CARE WORKFORCE AND FAMILY CAREGIVING POLICIES 99,286

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG

305 SEVENTH AVENUE 15TH FLOOR
NEW YORK,NY10001 		N/A PC STRENGTHENING TRAINING AND ADVOCACY CAPACITY TO SUPPORT DIVERSE FAMILY CAREGIVERS 543,389

NATIONAL COMMITTEE FOR QUALITY ASSURANCE

1100 13TH STREET NW 3RD FLOOR
WASHINGTON,DC20005 		N/A PC SUPPORTING AGE-FRIENDLY HEALTH SYSTEMS: EXPANDING THE PERSON-CENTERED OUTCOME MEASURES TO PAYERS TO DRIVE VALUE-BASED CARE 425,000

SERVICES & ADVOCACY FOR GAY LESBIAN BISEXUAL & TRANSGENDER ELDERS INC (SAG

305 SEVENTH AVENUE 15TH FLOOR
NEW YORK,NY10001 		N/A PC SUPPORTING DIVERSE FAMILY CAREGIVERS: TRAINING CURRICULUM AND ADVOCACY 241,440

ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI

ONE GUSTAVE L LEVY PLACE
NEW YORK,NY10029 		N/A PC THE CENTER TO ADVANCE PALLIATIVE CARE (CAPC): ACHIEVING SUSTAINABLE CHANGE IN THE CARE OF OLDER ADULTS WITH SERIOUS ILLNESS 452,694

PARAPROFESSIONAL HEALTHCARE INSTITUTE INC

261 MADISON AVENUE
NEW YORK,NY10016 		N/A PC THE FAMILY CAREGIVER AND DIRECT CARE WORKFORCE INITIATIVE 192,744

MOREHOUSE SCHOOL OF MEDICINE INC

720 WESTVIEW DR SW
ATLANTA,GA30310 		N/A PC THE HUGH M. GLOSTER SOCIETY CELEBRATION AND AWARDS DINNER - SCHOLARSHIP SUPPORT 25,000

NATIONAL ALLIANCE FOR CAREGIVING

1730 RHODE ISLAND AVENUE NW SUITE
812
WASHINGTON,DC20036 		N/A PC THE NATIONAL CAMPAIGN FOR THE RAISE NATIONAL STRATEGY: ACTION TOWARD IMPLEMENTATION 496,697

NYU GROSSMAN SCHOOL OF MEDICINE

550 FIRST AVENUE
NEW YORK,NY10016 		N/A PC TRUSTEE AWARDS 50,000

NCCNHR

SUITE 1000 WASHINGTON
WASHINGTON,DC20036 		N/A PC TRUSTEE AWARDS 20,000

REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES

10920 WILSHIRE BOULEVARD SUITE 500
LOS ANGELES,CA900246502 		N/A PC UCLA ALZHEIMERS AND DEMENTIA CARE PROGRAM: CREATING A SUSTAINABLE HEALTH SYSTEMS MODEL FOR NATIONAL DISSEMINATION 724,886

MEDICARE RIGHTS CENTER INC

266 WEST 37TH STREET 3RD FLOOR
NEW YORK,NY10018 		N/A PC WEB-BASED SERVICES FOR PEOPLE WITH MEDICARE IN NEW YORK CITY 1,000

MILKEN INSTITUTE

1250 FOURTH STREET 2ND FLOOR
SANTA MONICA,CA90401 		N/A PC WORK ON THE ALLIANCE TO IMPROVE DEMENTIA CARE AND AROUND THE NATIONAL MULTISECTOR PLAN ON AGING 25,000
Total .................................right arrow 3a 24,305,979
bApproved for future payment

NATIONAL ALLIANCE FOR CAREGIVING
1730 RHODE ISLAND AVENUE NW SUITE
812
WASHINGTON,DC20036 		N/A PC ACT ON RAISE CAMPAIGN 1,212,677

CASE WESTERN RESERVE UNIVERSITY
10900 EUCLID AVENUE
CLEVELAND,OH441067015 		N/A PC AGE-FRIENDLY HEALTH SYSTEMS: AMBULATORY CARE CONTINUUM EVALUATION, SCALE-UP AND SPREAD 769,839

INSTITUTE FOR HEALTHCARE IMPROVEMENT
53 STATE STREET 18TH FLOOR
BOSTON,MA021092820 		N/A PC AGE-FRIENDLY HEALTH SYSTEMS MOVEMENT - STAGE 3: EMBEDDING, DEEPENING AND SUSTAINING 4MS CARE IN HEALTH CARE SYSTEMS 5,270,655

AMERICAN SOCIETY ON AGING
548 MARKET STREET PMB 85589
SAN FRANCISCO,CA941045401 		N/A PC ASA RISE: ADVANCING EQUITY IN AGING 272,741

CENTER FOR HEALTH POLICY DEVELOPMENT NATIONAL ACADEMY FOR STATE HEALTH POL
1233 20TH ST NW SUITE 303
WASHINGTON,DC20036 		N/A PC BUILDING STATE POLICIES TO IMPROVE CARE FOR PEOPLE WITH SERIOUS ILLNESS 387,894

GRANTMAKERS IN AGING
333 MAMARONECK AVENUE 238
WHITE PLAINS,NY10605 		N/A PC CORE SUPPORT RENEWAL: BUILDING AN AGING PHILANTHROPY MOVEMENT 132,438

UNIVERSITY OF WASHINGTON
GRANT AND CONTRACT SERVICES
SEATTLE,WA981046613 		N/A PC DISSEMINATING EVIDENCE-BASED MESSAGING ABOUT PALLIATIVE & END-OF-LIFE CARE FOR PERSONS LIVING WITH SERIOUS ILLNESS 1,231,153

EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE
WALTHAM,MA02451 		N/A PC EXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE 1,060,937

REGENTS UNIVERSITY OF CALIFORNIA LOS ANGELES
10920 WILSHIRE BOULEVARD SUITE 500
LOS ANGELES,CA900246502 		N/A PC EXPANDING EVIDENCE-BASED COMPREHENSIVE DEMENTIA CARE 936,606

NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NW
WASHINGTON,DC20001 		N/A PC FORUM ON ADVANCING DIAGNOSTIC EXCELLENCE 25,000

CENTER FOR MEDICARE ADVOCACY INC
PO BOX 350
WILLIMANTIC,CT06226 		N/A PC GENERAL OPERATING SUPPORT: ADVANCING EQUITY FOR OLDER ADULTS 100,000

COMMUNITY CATALYST INC
ONE FEDERAL STREET FLOOR 5
BOSTON,MA02110 		N/A PC GENERAL OPERATING SUPPORT: ADVANCING EQUITY FOR OLDER ADULTS 102,794

JUSTICE IN AGING
1330 BROADWAY SUITE 525
OAKLAND,CA94612 		N/A PC GENERAL OPERATING SUPPORT: ADVANCING HEALTH EQUITY FOR OLDER ADULTS 100,000

UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL
OFFICE OF SPONSORED RESEARCH
CHAPEL HILL,NC275991350 		N/A PC GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION 676,256

EMERGENCY MEDICINE FOUNDATION
4950 WEST ROYAL LANE
IRVING,TX750632524 		N/A PC GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION 306,059

NEW YORK UNIVERSITY
70 WASHINGTON SQUARE SOUTH
NEW YORK,NY10010 		N/A PC GERIATRICS EMERGENCY DEPARTMENT 4.0: ACCREDITATION, DISSEMINATION, SUSTAINABILITY AND EVALUATION 300,221

AMERICAN COLLEGE OF SURGEONS
633 N SAINT CLAIR STREET
CHICAGO,IL606113295 		N/A PC GERIATRICS SURGERY VERIFICATION (GSV) PHASE III: AGE-FRIENDLY SURGERY, A DELIRIUM-FOCUSED ENTRY TO GSV 1,314,595

AMERICAN GERIATRICS SOCIETY INC
40 FULTON STREET FLOOR 18
NEW YORK,NY10038 		N/A PC GERIATRICS WORKFORCE ENHANCEMENT PROGRAM COORDINATING CENTER (GWEP-CC), PHASE 3.0 2,274,420

REGENTS OF THE UNIVERSITY OF CALIFORNIA SAN FRANCISCO
550 16TH STREET 7TH FLOOR
SAN FRANCISCO,CA94143 		N/A PC LAUNCHING AND EMPOWERING A NATIONAL AGE-FRIENDLY HEALTH SYSTEMS RESEARCH COMMUNITY 894,883

AMERICAN SOCIETY OF CONSULTANT PHARMACISTS FOUNDATION
1240 N PITT STREET SUITE 300
ALEXANDRIA,VA22314 		N/A PC LEVERAGING PHARMACISTS AS AGE-FRIENDLY 4MS CHAMPIONS 1,026,303

JOHNS HOPKINS UNIVERSITY
SCHOOL OF MEDICINE
BALTIMORE,MD21231 		N/A PC MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY 487,393

DUKE UNIVERSITY
324 BLACKWELL STREET SUITE 900
DURHAM,NC277080001 		N/A PC MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY 110,832

AMERICAN ACADEMY OF HOME CARE MEDICINE INC
307 SOUTH EATON STREET
BALTIMORE,MD21224 		N/A PC MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY 120,915

HOME CENTERED CARE INSTITUTE
1900 EAST GOLF ROAD SUITE 480
SCHAUMBURG,IL60173 		N/A PC MOVING AND SCALING HOME-BASED PRIMARY CARE, PHASE III: QUALITY, TRAINING, ADVOCACY AND POLICY 229,889

LEADINGAGE INC
2519 CONNECTICUT AVENUE NW
WASHINGTON,DC20008 		N/A PC MOVING FORWARD NURSING HOME QUALITY COALITION, PHASE II 567,756

ICAHN SCHOOL OF MEDICINE AT MOUNT SINAI
ONE GUSTAVE L LEVY PLACE
NEW YORK,NY10029 		N/A PC MOVING HOSPITAL AT HOME INTO THE MAINSTREAM OF HEALTH CARE DELIVERY, ADDRESSING HEALTH EQUITY AND SUPPORTING FAMILY CAREGIVING 689,650

NATIONAL ACADEMY OF SCIENCES
500 FIFTH STREET NW
WASHINGTON,DC20001 		N/A PC NATIONAL ACADEMY OF MEDICINE SCHOLARS IN DIAGNOSTIC EXCELLENCE 107,598

EDUCATION DEVELOPMENT CENTER INC
300 FIFTH AVENUE
WALTHAM,MA02451 		N/A PC NATIONAL COLLABORATORY TO ADDRESS ELDER MISTREATMENT PHASE IV: INTEGRATING ELDER MISTREATMENT PREVENTION AND INTERVENTION IN MAINSTREAM HEALTH AND SOCIAL CARE 1,180,698

FAIR HEALTH
530 FIFTH AVENUE 18TH FLOOR
NEW YORK,NY10036 		N/A PC NATIONAL INITIATIVE TO ADVANCE COST INFORMATION IN SHARED DECISION-MAKING FOR OLDER ADULTS WITH SERIOUS HEALTH CONDITIONS: PHASE II IMPLEMENTATION PROJECT 398,112

NATIONAL RURAL HEALTH ASSOCIATION
406 WEST 34TH STREET
KANSAS CITY,MO64111 		N/A PC NATIONAL RURAL AGE-FRIENDLY INITIATIVE: IMPLEMENTATION GRANT 1,231,482

YALE UNIVERSITY
PO BOX 208229
NEW HAVEN,CT065208229 		N/A PC PATIENT PRIORITIES CARE PHASE III: DISSEMINATION AND SUSTAINABILITY 935,808

TRUST FOR AMERICA'S HEALTH
1730 M STREET NW SUITE 900
WASHINGTON,DC20036 		N/A PC PHASE III: NATIONALLY EMBED AND SUSTAIN AGE-FRIENDLY PUBLIC HEALTH SYSTEMS, POLICIES AND PRACTICES 769,158

CENTER FOR HEALTH POLICY DEVELOPMENT NATIONAL ACADEMY FOR STATE HEALTH POL
10 FREE STREET 2ND FLOOR
PORTLAND,ME04101 		N/A PC RAISE 2.0: THE RAISE ACT FAMILY CAREGIVER IMPLEMENTATION AND TECHNICAL ASSISTANCE CENTER 1,592,211

RUSH UNIVERSITY MEDICAL CENTER
1201 W HARRISON ST SUITE 300
CHICAGO,IL60607 		N/A PC READY, WILLING AND ABLE: CARING FOR CAREGIVERS IN AGE-FRIENDLY HEALTH SYSTEMS - DISSEMINATION PHASE 601,517

HEALTH CAREERS FUTURES
EQT TOWER 625 LIBERTY AVENUE SUITE
2500
PITTSBURGH,PA15222 		N/A PC REVISITING TEACHING NURSING HOMES, PHASE II: DISSEMINATING ACROSS PENNSYLVANIA 319,729

RESEARCH FOUNDATION FOR MENTAL HYGIENE INC
1051 RIVERSIDE DRIVE
NEW YORK,NY10032 		N/A PC THE HEALTH AND AGING POLICY FELLOWS PROGRAM: A PIPELINE FOR LEADERS IN AGING POLICY 2,286,922
Total ................................. right arrow 3b 30,025,141
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
aPROGRAM SERVICE REVENUE         1,798
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 834,530  
4 Dividends and interest from securities ....     14 8,567,802  
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 27,619,803  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aRETURNED GRANTS 		        15,318
bGRANT CANCELLATIONS         203,692
cLIMITED PARTNERSHIP NET INVESTMENT INCOME/(LOSS)   -5,314 14   -14,659
d
e
12 Subtotal. Add columns (b), (d), and (e) .. -5,314 37,022,135 206,149
13Total. Add line 12, columns (b), (d), and (e)..................
13
37,222,970
(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.)
11A RETURNED GRANTS USED IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE
11B CANCELLED GRANT USED IN FURTHERANCE OF THE FOUNDATION'S EXEMPT PURPOSE
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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
OWEN J. FLANAGAN & CO. 45,000 22,500   22,500

TY 2024 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 23,459,877 23,459,877
ROWE T PRICE INSTL INCOME FDS INC HIGH YIELD 23,476,333 23,476,333
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 25,735,229 25,735,229
VANGUARD TOTAL BOND MARKET ETF 43,219,061 43,219,061

TY 2024 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
DESCARTES SYS GROUP INC COM 236,741 236,741
PROSUS N.V. ADR NASPERS NEWCO-ADR 1,125,439 1,125,439
SAFRAN ADR 627,186 627,186
BAYER A G SPONSORED ADR 576,196 576,196
SAP SE-SPONSORED ADR 1,228,095 1,228,095
AERCAP HOLDINGS N.V. EUR0.01 1,185,436 1,185,436
TAIWAN SEMICONDUCTOR MANUFACTURING ADS 1,142,085 1,142,085
ENDAVA PLC ADS 106,420 106,420
LONDON STK EXCHANGE GROUP ADR 697,311 697,311
ROYAL DUTCH SHELL PLC SPONSORED ADR 1,195,989 1,195,989
DISCOVER FINL SVCS STOCK MERGER CAPITAL ONE FINL CORP 316,145 316,145
PARAGON 28 INC CASH MERGER 70,244 70,244
CHAMPIONX CORP MERGER SCHLUMBERGER LTD 88,368 88,368
INTRA-CELLULAR MERGER 183,744 183,744
SPRINGWORKS MERGER 85,339 85,339
ADVANCED ENERGY INDS INC COM 144,538 144,538
AGIOS PHARMACEUTICALS INC COM 62,894 62,894
AGREE RLTY CORP COM 140,900 140,900
ALLEGRO MICROSYSTEMS INC DEL COM 92,905 92,905
ALPHABET INC CAP STK USD CL C 1,330,985 1,330,985
ALPHABET INC CAPITAL STOCK USD CL A 523,036 523,036
AMAZON COM INC COM 2,880,591 2,880,591
AMERIS BANCORP COM 208,984 208,984
AON PLC 1,484,049 1,484,049
APPFOLIO INC COM CL A COM CL A 197,376 197,376
ARCUTIS BIOTHERAPEUTICS INC COM 87,494 87,494
ARTIVION INC COM USD 131,228 131,228
ASBURY AUTOMOTIVE GROUP INC COM 145,818 145,818
ATRICURE INC COM STK 123,187 123,187
AVIENT CORPORATION 185,464 185,464
AZENTA INC COM USD 90,000 90,000
BALCHEM CORP COM 180,598 180,598
BIOCRYST PHARMACEUTICALS INC COM 89,112 89,112
BOOT BARN HLDGS INC COM 168,824 168,824
CADRE HLDGS INC COM 107,688 107,688
CAPITAL ONE FINL CORP COM 951,694 951,694
CATHAY GENERAL BANCORP INC COM 154,304 154,304
CBIZ INC COM 212,022 212,022
CENT GARDEN & PET CO CL A 195,854 195,854
CHAMPION HOMES INC 211,881 211,881
CHART INDS INC COM PAR 166,985 166,985
CHARTER COMMUNICATIONS INC NEW CL A CL A 393,500 393,500
CHORD ENERGY CORPORATION COM USD 143,227 143,227
COHEN & STEERS INC COM 148,206 148,206
COM ALCOA CORPORATION COM USD 653,481 653,481
COMCAST CORP NEW-CL A 1,200,209 1,200,209
CONOCOPHILLIPS COM 1,899,006 1,899,006
CRINETICS PHARMACEUTICALS INC COM 79,252 79,252
DUCOMMUN INC DEL COM 107,012 107,012
ELEVANCE HEALTH INC 605,734 605,734
ENERPAC TOOL GROUP CORP CL A 90,193 90,193
FIRST WATCH RESTAURANT GROUP INC COM 155,394 155,394
FLYWIRE CORP COM VTG 189,704 189,704
GATES INDL CORP PL COM USD 111,078 111,078
GE VERNOVA LLC COM 682,530 682,530
GLACIER BANCORP INC NEW COM 92,154 92,154
GLOBUS MED INC CL A NEW COM STK 237,378 237,378
GRAND CANYON ED INC COM STK 180,671 180,671
HALOZYME THERAPEUTICS INC COM 136,259 136,259
HEALTHEQUITY INC COM 200,056 200,056
HILLMAN SOLUTIONS CORP COM USD CL A 119,481 119,481
HILTON WORLDWIDE HLDGS INC COM 645,829 645,829
HORACE MANN EDUCATORS CORP COM 177,280 177,280
HOULIHAN LOKEY INC CL A CL A 228,710 228,710
HUMANA INC COM 830,900 830,900
ICF INTL INC COM STK 127,197 127,197
ICU MED INC COM 63,930 63,930
IDACORP INC COM 137,584 137,584
INDEPENDENCE RLTY TR INC COM 134,912 134,912
INDEPENDENT BK CORP MASS COM COM STK USD 115,799 115,799
INSMED INC COM PAR 165,696 165,696
INTAPP INC COM 355,571 355,571
ITT INC COM 160,740 160,740
LA Z BOY INC COM 99,427 99,427
LIBERTY BROADBAND CORP COM SER C COM SERC 564,214 564,214
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM STK 302,041 302,041
MAGNOLIA OIL & GAS CORP CL A 193,423 193,423
MATADOR RES CO COM 205,349 205,349
MEDPACE HLDGS INC COM 177,743 177,743
META PLATFORMS INC COM USD CL 'A' 1,853,725 1,853,725
MICROSOFT CORP COM 1,393,479 1,393,479
MINERALS TECHNOLOGIES INC COM 147,847 147,847
NATIONAL HEALTH INVS INC COM 115,454 115,454
NORTHWESTERN ENERGY GROUP INC 176,204 176,204
NOVANTA INC 211,281 211,281
OCEANFIRST FINL CORP COM 125,270 125,270
OXFORD INDS INC COM 117,697 117,697
PAC PREMIER BANCORP COM 134,967 134,967
PATRICK INDS INC COM 162,089 162,089
PERELLA WEINBERG PARTNERS COM USD CL A 114,670 114,670
PHREESIA INC COM 142,733 142,733
PRIMORIS SVCS CORP COM 211,628 211,628
RBC BEARINGS INC COM 262,047 262,047
REVOLVE GROUP INC CL A CL A 80,376 80,376
RYMAN HOSPITALITY PPTYS INC COM 161,727 161,727
SCHNEIDER NATL INC WIS CL B 82,423 82,423
SEACOAST BKG CORP FLA COM 145,964 145,964
SILGAN HLDGS INC COM 211,791 211,791
SILICON LABORATORIES INC COM 127,947 127,947
SPX TECHNOLOGIES INC COM 258,007 258,007
STAG INDL INC COM 206,640 206,640
STERLING INFRASTRUCTURE INC COM STK 185,295 185,295
STIFEL FINL CORP COM 213,963 213,963
SUPERNUS PHARMACEUTICALS INC COM STK 169,337 169,337
TANDEM DIABETES CARE INC COM 153,085 153,085
TEXAS CAP BANCSHARES INC DEL COM 103,615 103,615
TEXAS ROADHOUSE INC COMMON STOCK 211,103 211,103
THE BALDWIN INSURANCE GROUP INC CLASS A 126,629 126,629
THERMON GROUP HLDGS INC 89,446 89,446
TRI POINTE HOMES INC 154,105 154,105
U S PHYSICAL THERAPY COM 108,670 108,670
UFP INDUSTRIES INC COM USD 210,430 210,430
UMB FINL CORP COM STK 180,576 180,576
UNITEDHEALTH GROUP INC COM 1,195,853 1,195,853
UTZ BRANDS INC COM USD CL A 104,718 104,718
VERACYTE INC COM 171,824 171,824
VIAVI SOLUTIONS INC COM NPV 142,915 142,915
VISA INC COM CL A STK 776,194 776,194
VITA COCO CO INC COM 125,197 125,197
WELLS FARGO & CO NEW COM STK 707,949 707,949
WOODWARD INC COM 759,707 759,707
WORKDAY INC CL A COM USD 1,467,159 1,467,159
GQG PARTNER EM EQUITY 6,996,785 6,996,785
ISHARES MSCI EAFE INTERNATIONAL K 15,706,810 15,706,810
EDGEWOOD GROWTH FD INSTL CL 25,056,920 25,056,920
VANGUARD INDEX FUNDS S&P 500 ETF 117,746,149 117,746,149

TY 2024 InvestmentsGovtObligationsSch
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
US Government Securities - End of Year Book Value:

11,220,538
US Government Securities - End of Year Fair Market Value:

11,220,538
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 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
ARROWSTREET CAP GLBL EQUITY LONG/SHORT FUND FMV 4,931,011 4,931,011
ARTISAN DYNAMIC EQUITY ( GLOBAL EQUITY) OFFSHORE LP FMV 19,305,919 19,305,919
CANDLESTICK CAYMAN FEEDER LTD CL A FMV 7,997,595 7,997,595
CANTILLON GLOBAL EQTY FMV 19,640,661 19,640,661
CANUTE OFFSHORE, LTD FMV 12,752,359 12,752,359
DES O HOLDINGS OFFSHORE LTD FMV 16,382,266 16,382,266
ELLIOTT INTERNATIONAL LTD CL C FMV 11,223,429 11,223,429
HG VORA SPECIAL OPPORTUNITIES FUND, LTD CL A FMV 3,532,377 3,532,377
HH ASIA LTD CL NIE SER 4 FMV 174,753 174,753
HOLOCENE ADVISORS OFFSHORE FUND LTD. CLASS A FMV 10,139,827 10,139,827
MCDONALD DYNAMIC EQUITY SERIE OFFSHORE LP FMV 26,203,728 26,203,728
NON US EQTY MANGERS PORTFOLIO 4 OFFSHORE LP DNE FD FMV 34,264,681 34,264,681
OAKTREE EMERGING MARKETS EQUITY FUND FMV 6,947,813 6,947,813
ROKOS GBL MACRO FD LTD CLASS B UR NV FMV 3,815,666 3,815,666
SILVER POINT CAPITAL OFFSHORE LTD FMV 8,985,963 8,985,963
SYSTEMATICA DIVERSIFIED LTD CL A FMV 4,241,821 4,241,821
TWO SIGMA ABSOLUTE RETURN ENHANCED CAYMAN LTD FMV 7,925,203 7,925,203
PRIVATE CREDIT MANAGERS II OFFSHORE LP FMV 11,933,924 11,933,924
PRIVATE CREDIT MANAGERS III OFFSHORE LP FMV 13,668,104 13,668,104
PRIVATE CREDIT MANAGERS IV OFFSHORE LP FMV 7,302,920 7,302,920
AG ASIA REALTY FUND L.P. FMV 19,318 19,318
AG REALTY FUND VII TE FMV 34,165 34,165
BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LP FMV 1,669,023 1,669,023
PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP FMV 16,243,484 16,243,484
PRIVATE EQUITY MANAGERS 2013 OFFSHORE FMV 5,833,589 5,833,589
PRIVATE EQUITY MANAGERS 2014 OFFSHORE LP FMV 3,923,996 3,923,996
PRIVATE EQUITY MANAGERS 2015 OFFSHORE LP FMV 5,621,352 5,621,352
PRIVATE EQUITY MANAGERS 2016 OFFSHORE FMV 7,557,815 7,557,815
PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSP FMV 22,149,880 22,149,880
PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSP FMV 21,846,653 21,846,653
PRIVATE EQUITY MANAGERS 2019 OFFSHORE FMV 24,989,804 24,989,804
PRIVATE EQUITY MANAGERS 2021 OFFSHORE SCSP FMV 13,739,188 13,739,188
E&F PRIVATE EQUITY MANAGERS 2022 OFFSHORE LP FMV 5,628,822 5,628,822
E&F PRIVATE EQUITY MANAGERS 2023 OFFSHORE LP FMV 44,727 44,727
VINTAGE VI OFFSHORE LP FMV 3,823,629 3,823,629

TY 2024 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 4,853,445 4,548,577 304,868 304,868
FURNITURE AND EQUIPMENT 744,066 621,771 122,295 122,295


TY 2024 LegalFeesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
DEBEVOISE & PLIMPTON LLP 15,291 0   15,291
FEDERMAN STEIFMAN LLP 960 0   960


TY 2024 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 119,950 76,720 76,720
PREPAID TAXES 70,257 0  


TY 2024 OtherDecreasesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Description Amount
DEFERRED FEDERAL EXCISE TAX ON UNREALIZED APPRECIATION 635,882


TY 2024 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 84,903 8,977   76,944
OFFICE SUPPLIES & MISC 159,208 5,524   150,447
COPIER MAILING AND FAX 11,471 389   11,222
GRANT-RELATED EXPENSE (EVALUATION & TECHNICAL ASSISTANCE) 93,899 0   90,899
MEETINGS AND SPECIAL PROJECTS 100,687 0   100,687


TY 2024 OtherIncomeSchedule2
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ADD: AMOUNT ATTRIBUTABLE TO UNRELATED BUSINESS INCOME   5,314  
PROGRAM SERVICE REVENUE 1,798   1,798
RETURNED GRANTS 15,318   0
GRANT CANCELLATIONS 203,692   0
LIMITED PARTNERSHIP NET INVESTMENT INCOME/(LOSS) -19,973 -19,973 0


TY 2024 OtherIncreasesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Description Amount
NET CHANGE IN UNREALIZED APPRECIATION 45,746,899


TY 2024 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 3,320,205 3,956,087
PRIVATE EQUITY MANAGERS 2022 OFFSHORE 352,128 0
PRIVATE EQUITY MANAGERS 2024 OFFSHORE 0 225,309


TY 2024 OtherProfessionalFeesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
COMMUNICATIONS CONSULTANT FEES AND EXPENSES 2,292,343 0   2,309,186
CONSULTANTING & EMPLOYMENT FEES 295,756 0   299,009
CUSTODIAN BANK FEES 134,990 134,990   0
INVESTMENT FEES AND EXPENSES 1,378,432 1,378,432   0
OCIO ADVISORY FEES 1,444,355 1,444,355   0


TY 2024 TaxesSchedule
Name:
THE JOHN A HARTFORD FOUNDATION INC
EIN:
13-1667057
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL EXCISE TAX 469,372 0   0