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
JOHN H HART FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1500 NORTH LAKE SHORE DRIVE NO 13
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60610
A Employer identification number

20-0156873
B Telephone number (see instructions)

(312) 502-5427
C 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$11,714,146J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check right arrow.............
3 Interest on savings and temporary cash investments 135,992 135,992  
4 Dividends and interest from securities... 154,058 154,058  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 863,435
b Gross sales price for all assets on line 6a 4,094,034
7 Capital gain net income (from Part IV, line 2)... 1,193,140
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,153,485 1,483,190  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
275 0   275
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
10,500 0   10,500
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
74,435 74,435   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
58,680 1,389   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 143,890 75,824   10,775
25 Contributions, gifts, grants paid....... 1,214,250 1,214,250
26 Total expenses and disbursements. Add lines 24 and 25 1,358,140 75,824   1,225,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -204,655
b Net investment income (if negative, enter -0-) 1,407,366
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......... 1,478,072 1,195,052 1,195,052
3 Accounts receivable right arrow6,700
Less: allowance for doubtful accounts right arrow   6,700 6,700 6,700
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 arrow3,865
Less: allowance for doubtful accounts right arrow0 3,865 3,865 3,865
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,667,806 Click to see attachment
List of Attached Documents:
// Content
6,837,357 		9,068,134
c Investments—corporate bonds (attach schedule)....... 1,536,428 Click to see attachment
List of Attached Documents:
// Content
1,445,242 		1,440,395
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)..........      
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) 9,692,871 9,488,216 11,714,146
Liabilities 17 Accounts payable and accrued expenses.......... 32 32
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 32 32
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 9,692,839 9,488,184
29 Total net assets or fund balances (see instructions)..... 9,692,839 9,488,184
30 Total liabilities and net assets/fund balances (see instructions). 9,692,871 9,488,216
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
9,692,839
2
Enter amount from Part I, line 27a .....................
2
-204,655
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
9,488,184
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,488,184
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 GS BROKERAGE: MCDONALDS D    
b GS BROKERAGE: MONDELEZ D    
c GS BROKERAGE: PROCTER & GAMBLE D    
d GS DIAMOND ST P    
e GS DIAMOND LT P    
GS VAUGHN ST P    
GS VAUGHN LT P    
GS CORP FI ST P    
GS CORP FI LT P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 349,718   31,631 318,087
b 249,876   18,536 231,340
c 300,023   59,625 240,398
d 25,153   25,638 -485
e 832,366   568,232 264,134
919,921   1,022,553 -102,632
967,193   757,784 209,409
36,782   36,873 -91
380,199   380,022 177
32,803     32,803
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       318,087
b       231,340
c       240,398
d       -485
e       264,134
      -102,632
      209,409
      -91
      177
      32,803
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 1,193,140
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 19,562
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 19,562
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 19,562
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 34,308
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 34,308
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 14,746
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow14,746 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 arrowIL
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 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 arrowN/A
14
The books are in care ofright arrowJOHN H HART Telephone no.right arrow (312) 502-5427

Located atright arrow1500 N LAKE SHORE DR 13ACHICAGOIL ZIP+4right arrow60610
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
JOHN H HART PRES/TREAS/DIRECTOR
0.00 		0 0 0
1500 N LAKE SHORE DRIVE UNIT 13A
CHICAGO,IL60610
CAROL PRINS VICE PRES/ DIRECTOR
0.00 		0 0 0
1500 N LAKE SHORE DRIVE UNIT 13A
CHICAGO,IL60610
RONALD SCHREIBER SECRETARY/ DIRECTOR
0.00 		0 0 0
131 SOUTH DEARBORN SUITE 2400
CHICAGO,IL60603
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
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
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (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
11,138,019
b
Average of monthly cash balances.......................
1b
651,824
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
11,789,843
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
11,789,843
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
176,848
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
11,612,995
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
580,650
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
580,650
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
19,562
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
19,562
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
561,088
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
561,088
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
561,088
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
1,225,025
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
1,225,025
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 7 561,088
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 153,504
b From 2020...... 546,697
c From 2021...... 1,134,941
d From 2022...... 1,175,968
e From 2023...... 706,911
f Total of lines 3a through e ........ 3,718,021
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,225,025
a Applied to 2023, but not more than line 2a 0
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..... 561,088
e Remaining amount distributed out of corpus 663,937
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 4,381,958
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 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		153,504
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		4,228,454
10 Analysis of line 9:
a Excess from 2020.... 546,697
b Excess from 2021.... 1,134,941
c Excess from 2022.... 1,175,968
d Excess from 2023.... 706,911
e Excess from 2024.... 663,937
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 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

ART INSTITUTE OF CHICAGO

116 S MICHIGAN AVE
CHICAGO,IL60603 		NONE PUBLIC CHARITABLE CONTRIBUTION 30,000

ARTS OF LIFE

2010 W CARROLL AVE
CHICAGO,IL60612 		NONE PUBLIC CHARITABLE 3,500

ASPEN SANTA FE BALLET

550B ST MICHAELS DRIVE
SANTA FE,NM87505 		NONE PUBLIC CHARITABLE CONTRIBUTION 2,500

CAMPERSHIPS FOR NEBAGAMON

PO BOX 331
EAST TROY,WI53120 		NONE PUBLIC CHARITABLE CONTRIBUTION 1,000

CENTER ON HALSTED

3656 N HALSTED
CHICAGO,IL60613 		NONE PUBLIC CHARITABLE CONTRIBUTION 2,500

CHI ARTS

521 EAST 35TH STREET
CHICAGO,IL60616 		NONE PUBLIC CHARITABLE CONTRIBUTION 115,000

CHICAGO SYMPHONY ORCHESTRA

220 S MICHIGAN AVE
CHICAGO,IL60604 		NONE PUBLIC CHARITABLE CONTRIBUTION 90,000

DISABLED VETERANS NATIONAL FOUNDATI

4601 FORBES BLVD 130
LANHAM,MD20706 		NONE PUBLIC CHARITABLE 250

DOCTORS WITHOUT BORDERS

333 7TH AVE
NEW YORK,NY10001 		NONE PUBLIC CHARITABLE CONTRIBUTION 6,000

FAMILY MATTERS

7731 N MARSHFIELD AVE
CHICAGO,IL60626 		NONE PUBLIC CHARITABLE 3,500

FISTULA FOUNDATION

1922 THE ALAMEDA
SAN JOSE,CA95126 		NONE PUBLIC CHARITABLE 1,500

FOUNDATION FOR HEARING & SPEECH

PO BOX 180018
CHICAGO,IL60618 		NONE PUBLIC CHARITABLE 50,000

FRANCIS W PARKER SCHOOL

330 W WEBSTER AVE
CHICAGO,IL60614 		NONE PUBLIC CHARITABLE 10,000

FRIENDS OF THE CHILDREN

231 PINE AVE
CHICAGO,IL60644 		NONE PUBLIC CHARITABLE 10,000

GOODMAN THEATRE

170 N DEARBORN
CHICAGO,IL60601 		NONE PUBLIC CHARITABLE CONTRIBUTION 50,000

GREATER CHICAGO FOOD DEPOSITORY

4100 W 42ND PL
CHICAGO,IL60632 		NONE PUBLIC CHARITABLE CONTRIBUTION 50,000

HABITAT FOR HUMANITY

931 W 75TH ST
NAPERVILLE,IL60565 		NONE PUBLIC CHARITABLE CONTRIBUTION 1,000

INDEPENDENCE PASS FOUNDATION

PO BOX 1700
ASPEN,CO81612 		NONE PUBLIC CHARITABLE 1,000

INGENUITY

440 N WELLS ST
CHICAGO,IL60654 		NONE PUBLIC CHARITABLE 5,000

INVEST FOR KIDS

875 N MICHIGAN AVE
CHICAGO,IL60611 		NONE PUBLIC CHARITABLE 15,000

JCC FOUNDATION

23280 N OLD MCHENRY RD
LAKE ZURICH,IL60047 		NONE PUBLIC CHARITABLE 600

LA FAMILIA MEDICAL CENTER

1035 ALTO ST
SANTA FE,NM87501 		NONE PUBLIC CHARITABLE 2,500

LINCOLN PARK ZOO

PO BOX 14903 CANNON DR
CHICAGO,IL60614 		NONE PUBLIC CHARITABLE CONTRIBUTION 150,000

LYRIC OPERA OF CHICAGO

20 N WACKER DR
CHICAGO,IL60606 		NONE PUBLIC CHARITABLE CONTRIBUTION 10,000

MD ANDERSON CANCER CENTER

1515 HOLCOMBE BLVD
HOUSTON,TX77030 		NONE PUBLIC CHARITABLE 1,000

MERIT SCHOOL OF MUSIC

38 S PEORIA STREET
CHICAGO,IL60607 		NONE PUBLIC CHARITABLE CONTRIBUTION 50,000

MUSEUM OF CONTEMPORARY ART

200 EAST CHICAGO
CHICAGO,IL60611 		NONE PUBLIC CHARITABLE CONTRIBUTION 50,000

NATURE CONSERVANCY

4245 FAIRFAX DRIVE
ARLINGTON,VA22203 		NONE PUBLIC CHARITABLE 500

NEW MEXICO APPLESEED

222 E MARCY STREET STE 20
SANTA FE,NM87501 		NONE PUBLIC CHARITABLE 2,500

NEW MEXICO SCHOOL FOR THE ARTS

275 EAST ALAMEDA
SANTA FE,NM87501 		NONE PUBLIC CHARITABLE CONTRIBUTION 2,500

NORTHWESTERN MEMORIAL FOUNDATION

251 E HURON ST
CHICAGO,IL60611 		NONE PUBLIC CHARITABLE CONTRIBUTION 150,000

OUTWARD BOUND

1133 ROUTE 55 SUITE 10
LAGRANGEVILLE,NY12540 		NONE PUBLIC CHARITABLE 1,500

PAWS CHICAGO

1997 N CLYBOURN AVE
CHICAGO,IL60614 		NONE PUBLIC CHARITABLE 1,000

SANTA FE CHAMBER MUSIC FESTIVAL

PO BOX 2227
SANTA FE,NM87501 		NONE PUBLIC CHARITABLE CONTRIBUTION 14,400

SANTA FE COMMUNITY FOUNDATION

501 HALONA ST
SANTA FE,NM87505 		NONE PUBLIC CHARITABLE 10,000

SANTA FE OPERA

PO BOX 2408
SANTA FE,NM87504 		NONE PUBLIC CHARITABLE CONTRIBUTION 15,000

STEPPENWOLF THEATRE

1650 N HALSTED ST
CHICAGO,IL60614 		NONE PUBLIC CHARITABLE CONTRIBUTION 125,000

THE JESSICA FUND

1500 NORTH LAKE SHORE DR
CHICAGO,IL60610 		NONE PUBLIC CHARITABLE CONTRIBUTION 100,000

THE JOFFREY BALLET

10 EAST RANDOLPH ST
CHICAGO,IL60601 		NONE PUBLIC CHARITABLE CONTRIBUTION 11,000

THE STUTTERING FOUNDATION

1805 MORIAH WOODS BLVD
MEMPHIS,TN38117 		NONE PUBLIC CHARITABLE CONTRIBUTION 5,000

THINK NEW MEXICO

1227 PASEO DE PERALTA
SANTA FE,NM87501 		NONE PUBLIC CHARITABLE CONTRIBUTION 10,000

WORLD CENTRAL KITCHEN

200 MASSACHUSETTS AVE
WASHINGTON,DC20001 		NONE PUBLIC CHARITABLE 1,000

WORLD WILDLIFE FUND

1250 24TH ST NW
WASHINGTON,DC20037 		NONE PUBLIC CHARITABLE 1,000

WTTW 11 WFMT

5400 N ST LOUIS AVE
CHICAGO,IL60625 		NONE PUBLIC CHARITABLE CONTRIBUTION 10,000

UNIVERSITY OF MIAMI

6200 SAN AMARO DRIVE STE 200
CORAL GABLES,FL33146 		NONE PUBLIC CHARITABLE 2,500

SANTA FE PRO MUSICA INC

PO BOX 2091
SANTA FE,NM87505 		NONE PUBLIC CHARITABLE 2,000

TURNOUT ACTIVISM INC

35 WALDEN ST
CAMBRIDGE,MA02140 		NONE PUBLIC CHARITABLE 5,000

CHICAGO FOUNDATION FOR WOMEN

140 SOUTH DEARBORN ST 400
CHICAGO,IL60603 		NONE PUBLIC CHARITABLE 25,000

A BETTER CHICAGO

200 W MADISON ST 3RD FLOOR
CHICAGO,IL60606 		NONE PUBLIC CHARITABLE 7,500
Total .................................right arrow 3a 1,214,250
bApproved for future payment
Total ................................. right arrow 3b 0
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 ........... 		    14 135,992  
4 Dividends and interest from securities ....     14 154,058  
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 .....     14    
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 863,435  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 0 1,153,485 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
1,153,485
(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


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2024 AccountingFeesSchedule
Name:
JOHN H HART FOUNDATION
EIN:
20-0156873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 10,500 0   10,500

TY 2024 InvestmentsCorpBondsSchedule
Name:
JOHN H HART FOUNDATION
EIN:
20-0156873
Name of Bond End of Year Book Value End of Year Fair Market Value
ALTRIA GROUP, INC 16,567 16,417
AMAZON .8% 60000 35,986 35,475
AMERICAN EXPRESS 42,321 43,474
AMERISOURCEBERGEN CORP 39,221 39,672
AON PLC 40000 25,007 25,080
BANK OF AMERICA 75000 42,945 45,069
BANK OF MONTREAL 60000 36,972 36,655
BANK OF NEW YORK MELLON 3.442% 37,347 38,004
BANK OF NEW YORK MELLON 4.414% 7,093 6,981
BANK OF NOVA SCOTIA 30000 35,027 33,826
BAT INTERNATIONAL 30000 30,151 28,861
BIOGEN INC 24,941 24,858
BUNGE LTD FINANCE CORP 26,101 25,317
CANADIAN IMPERIAL BANK OF COMM 32,601 32,088
CITIGROUP 30000 30,180 32,372
CITIZENS FINANCIAL GROUP 15,636 15,465
DELL INT. 4.9% 15,772 16,047
DIGITAL REALTY TRUST 25,569 25,271
EBAY 25,503 25,851
ENDBRIDGE ENERGY PARTNERS 24,079 24,125
FISERVE 75000 15,037 15,011
INTUIT 35000 34,972 34,334
JP MORGAN CHASE 100,000 33,861 35,549
KINDER MORGAN 50,000 19,019 18,962
MITSUBISHI 50,000 40,258 40,695
MORGAN STANLEY 50,000 33,259 33,313
MPLX 30000 30,021 28,963
NISOURCE FINANCE CORP 23,731 22,390
NOVARTIS CAPITAL 1.75% 24,963 24,913
ORACLE CORP 50,000 31,393 30,729
PFIZER 50,000 44,718 44,601
PHILIP MORRIS 50000 48,717 49,130
PROCTOR & GAMBLE 45000 37,938 36,820
REALITY INCOME CORP 33,493 32,080
ROYAL BANK OF CANADA 4.65 15,570 14,980
SIMON PROPERTY GROUP 45,435 45,704
SOUTHERN POWER COMPANY 4.15 44,400 43,790
SUMITOMO MITSUI FINANCIAL 16,006 15,500
THE WILLIAMS COMPANIES, INC. 39,015 39,970
TRANSCANADA PIPELINES 24,442 24,404
TRUIST FINANCIAL CORP HYBRID 7,030 6,972
VERIZON COMMUNICATIONS 10,241 9,659
WEC ENERGY GROUP 8,251 8,216
XCEL ENERGY 44,066 43,677
AIR PRODUCTS & CHEMICALS 32,595 32,121
ANTHEM INC 23,919 24,076
CANADIAN IMPERIAL BANK 5.26% 12,056 12,095
CARRIER GLOBAL CORP 2.722% 14,666 14,309
JM SMUCKER 12,393 12,434
JOHN DEERE 43,861 43,617
PROLOGIS LP 2.25% 14,203 13,995
VERIZON COMMUNICATIONS 3.15% 16,694 16,478

TY 2024 InvestmentsCorpStockSchedule
Name:
JOHN H HART FOUNDATION
EIN:
20-0156873
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBOTT LABS 68,672 99,424
ABBVIE INC CMN 17,481 28,254
ABBVIE INC 3.6% 39,702 39,835
ALPHABET INC 86,532 152,387
ALEXANDRIA REAL ESTATE 14,879 14,926
ALLSTATE CORPORATION 10,588 19,665
AMAZON 93,593 197,890
AMAZON-DIAMOND HILL 32,949 55,725
AMERICAN HONDA FINANCE 39,928 40,433
AMERICAN INTL 69,030 126,599
AMERIPRISE FINANCIAL 2.875% 7,698 7,782
AMERIPRISE FINANCIAL 5.7% 25,919 25,758
AMGEN INC. 2.6% 29,007 29,014
BANK OF AMERICA CORP 65,060 101,437
BAXALTA INCORPORATED 4% 24,798 24,916
BAXTER INTERNATIONAL 21,576 21,678
BERKSHIRE HATHAWAY 85,471 101,082
BERKSHIRE HATHAWAY INC CLASS B 26,840 29,463
BECTON, DICKINSON AND COMPANY 59,792 57,398
BHP BILLITON FINANCE 48,859 49,507
CARMAX, INC. 49,584 63,282
CATERPILLAR 20,677 51,149
CBOE HOLDINGS 39,694 40,246
CIGNA CORP 4.5% 24,692 24,934
COMCAST 39,586 40,147
CONOCOPHILLIPS 94,390 94,410
CVS HEALTH 7,794 7,749
DANAHER CORPORATION 80,748 78,047
DEERE & CO 35,470 49,149
DIAMONDBACK ENERGY INC 61,894 62,092
DOMINION ENERGY 32,500 33,770
DOLLAR GENERAL 3.875% 19,191 19,549
DOWDUPONT INC 30,033 29,926
DOW CHEMICAL 4.8% 24,919 24,860
DUKE ENERGY FLORIDA 3.8% 7,718 7,748
EVERSOURCE ENERGY 25,432 25,921
EXTRA SPACE STORAGE 36,762 42,786
INTERCONTINENTAL EXCHANGE 97,014 123,529
INTERCONTINENTAL EXCHANGE 3.65% 13,000 12,937
INTERCONTINENTAL EXCHANGE 3.75% 12,787 12,914
INTERCONTINENTAL EXCHANGE 4.0% 14,411 14,726
JP MORGAN CHASE & CO CMN 67,616 109,547
FERGUSON PLC CMN 39,737 43,566
FOX CORPORATION 19,202 19,768
FREEPORT-MCMORAN INC 30,123 37,471
GENERAL MOTORS 60,971 83,527
GILEAD SCIENCES INC. 3.65% 24,471 24,700
GS GQG PARTNERS 537,398 784,689
HARTFORD 17,454 42,119
HCA HEALTHCARE 33,038 51,626
HOME DEPOT 26,851 31,897
KOSMOS ENERGY 38,398 34,593
KRAFT HEINZ CO 100,680 92,130
L3HARRIS TECHNOLOGIES 37,325 41,215
LABORATORY CORPORATION 52,889 58,247
LOWE'S COMPANIES INC.3.375% 12,795 12,877
MARSH & MCLENNAN 3.75% 39,177 39,621
MARTIN MARIETTA MATERIALS 27,863 36,672
MCDONALDS 417,639 697,765
MEDTRONIC PUBLIC 53,088 46,011
MICROSOFT 57,579 200,634
MONDELEZ INTL 130,016 375,284
MONOLITHIC POWER SYSTEMS 98,695 112,423
NASDAQ INC. 40,050 49,246
NORTERN TRUST 42,519 43,420
NUTRIEN 4.9% 34,481 34,987
NVR 9,785 32,716
NVIDIA CORPORATION 21,428 212,984
OMNICOM GROUP 3.6% 19,733 19,718
O'REILLY AUTOMOTIVE, INC. 74,872 94,864
PARKER-HANNIFIN 6,680 26,077
PFIZER 83,637 70,597
PNC FINANCIAL SERVICES 12,852 13,184
PROCTER & GAMBLE 305,427 565,986
PRUDENTIAL FINANCIAL 1.5% 40,926 41,487
REGAL REXNORD CORP 39,416 45,608
SAIA INC 63,992 105,274
SBA COMMUNICATIONS 48,154 45,040
SHERWIN-WILLIAMS 37,466 53,029
SS&C TECHNOLOGIES 51,202 55,168
STATE STREET CORP 42,869 45,613
TARGET CORPORATION 49,436 50,963
TEXAS INSTRUMENTS 70,623 87,942
TOYOTA MOTOR CORP 45,794 46,452
UNION PACIFIC -DIAMOD HILL 47,388 48,801
US BANCORP HYBRID 18,312 18,121
VISA 20,693 42,665
WALT DISNEY 115,896 131,838
WASTE MANAGEMENT 45,712 55,896
WELLS FARGO & CO 18,495 33,083
WESTPAC BANKING 3.35% 49,706 50,738
ZOETIS INC. CMN 125,310 109,326
SABINE PASS LIQUEFACTION 4.2% 7,865 7,810
SABINE PASS LIQUEFACTION 5.875% 30,942 31,292
CLOROX CO 24,538 24,598
CUMMINS INC 44,171 44,273
HUMANA INC 20,243 20,078
MEDTRONIC GLOBAL 39,655 39,501
NORTHROP GRUMMAN 24,737 24,848
ROPER TECHNOLOGIES 14,039 13,745
UNITED HEALTH GROUP 46,107 44,819
ACCENTURE PLC CMN DH 27,946 28,495
AON PUBLIC LIMITED 59,023 61,057
BUILDER FIRST SOURCE 38,183 33,875
COLGATE PALMOLIVE 53,335 52,091
INTERNATIONAL PAPER CO 23,695 30,677
KEYCORP CMN 37,714 45,267
LULULEMON ATHLETICA INC 33,657 47,419
STARBUCKS CORP 35,102 38,325
SYSCO CORPORATION CMN 74,501 72,561
AGNC INVESTMENT CORP 41,619 39,032
BECTON, DICKINSON & COMPANY VN 58,461 56,037
COCA COLA CONSOLIDATED 25,650 28,980
COMFORT SYSTEMS 63,895 88,205
CORTEVA, INC. 93,108 92,218
DOORDASH 62,238 92,598
EATON CORP PLC 84,494 84,959
EXPAND ENERGY CORP 73,807 74,862
INTUIT INC. VN 84,031 86,105
META PLATFORMS INC. 101,873 101,293
ON SEMICONDUCTOR CORP 67,324 55,673
SERVICE NOW INC. 85,026 117,673
TAIWAN SEMICONDUCTOR MFG 149,112 147,525
TOPBUILD CORP. 68,737 51,994

TY 2024 LegalFeesSchedule
Name:
JOHN H HART FOUNDATION
EIN:
20-0156873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
SEYFARTH SHAW LLP 211 0   211
LEGAL FEES 64 0   64


TY 2024 OtherProfessionalFeesSchedule
Name:
JOHN H HART FOUNDATION
EIN:
20-0156873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISORY FEES 74,435 74,435   0


TY 2024 TaxesSchedule
Name:
JOHN H HART FOUNDATION
EIN:
20-0156873
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES PAID 1,389 1,389   0
FEDERAL EXCISE TAX 57,291 0   0