2025-09-17T16:29:37-05:00 2024-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990PF 2024-01-01 131667057 THE JOHN A HARTFORD FOUNDATION INC JOHN 2128327788 55 EAST 59TH STREET NEW YORK NY 10022 HUA EVA CHENG VP, FINANCE & CFO 2128327788 2025-08-22 1 0 ALEXANDER LAZZARUOLO P01775353 2126617777 2024 2025-03-06 01:10:19Z X 721374884 X 500 X 834530 834530 8567802 8567802 27619803 89907749 27619803 200835 -14659 37223470 37007476 1467909 108314 1359595 1807842 38751 1770821 1397500 59540 1324160 16251 0 16251 45000 22500 22500 5545876 2957777 2608195 469372 0 0 67765 0 251631 8528 239448 492839 47419 446324 6820 0 6820 450168 14890 430199 12018973 3257719 8224313 15469938 24305979 27488911 3257719 32530292 9734559 33749757 18790643 18597577 18597577 119706 114502 114502 4454720 11220538 11220538 187902126 210552419 210552419 103522180 115890500 115890500 359765949 364495465 364495465 5597511 5170348 285812 427163 427163 190207 76720 76720 675031343 721374884 721374884 790782 819417 38170699 29130966 3672333 4181396 42633814 34131779 X 632397529 687243105 632397529 687243105 675031343 721374884 632397529 9734559 45746899 687878987 635882 687243105 STOCKS, ETFS, MF AND COMMINGLED FUNDS & PRIVATE ASSETS P 81204652 53469871 27734781 27734781 FIXED-INCOME FUNDS P 8696049 8818075 -122026 -122026 CLASS ACTION & MISC. P 7048 7048 7048 27619803 469122 0 469122 0 469122 440007 0 150000 0 590007 X 0 120885 120885 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 1 1 WWW.JOHNAHARTFORD.ORG EVA CHENG 2128327788 55 EAST 59TH STREET NEW YORK NY 10022 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN R MACH JR MD 55 E 59TH STREET NEW YORK NY 10022 CHAIR 2.10 18301 0 0 ELIZABETH A PALMER 55 E 59TH STREET NEW YORK NY 10022 CO VICE-CHAIR 1.80 15500 0 0 EARL A SAMSON III 55 E 59TH STREET NEW YORK NY 10022 CO VICE-CHAIR 2.00 16000 0 0 JOHN H ALLEN 55 E 59TH STREET NEW YORK NY 10022 TRUSTEE 1.40 14000 0 0 MARGARET L WOLFF 55 E 59TH STREET NEW YORK NY 10022 TRUSTEE 1.60 16000 0 0 NIRAV R SHAH 55 E 59TH STREET NEW YORK NY 10022 TRUSTEE 1.20 14000 0 0 LIAM DONOHUE 55 E 59TH STREET NEW YORK NY 10022 TRUSTEE 1.10 13500 0 0 GINNA BAIK 55 E 59TH STREET NEW YORK NY 10022 TRUSTEE 1.10 15785 0 0 CHARLES M FARKAS 55 E 59TH STREET NEW YORK NY 10022 TRUSTEE 1.10 14000 0 0 DAVID DI MARTINO 55 E 59TH STREET NEW YORK NY 10022 TRUSTEE 1.10 13000 0 0 TRIPLER PELL 55 E 59TH STREET NEW YORK NY 10022 TRUSTEE 1.80 16000 0 0 PHYLLIS D MEADOWS 55 E 59TH STREET NEW YORK NY 10022 TRUSTEE 1.10 14000 0 0 HUA EVA CHENG 55 E 59TH STREET NEW YORK NY 10022 VP FINANCE & CFO 40.00 276300 98161 0 TERESA T FULMER 55 E 59TH STREET NEW YORK NY 10022 PRESIDENT 40.00 624072 103916 0 RANI E SNYDER 55 E 59TH STREET NEW YORK NY 10022 VP PROGRAM 40.00 315000 103595 0 MENDA TENZING 55 E 59TH STREET NEW YORK NY 10022 SECRETARY 40.00 72451 36952 0 MARCUS ESCOBEDO 55 E 59TH STREET NEW YORK NY 10022 VP COMMUNICATIONS 40.00 233000 74359 0 JANE CARMODY 55 E 59TH STREET NEW YORK NY 10022 SR PROGRAM OFFICER 40.00 198300 74471 0 NANCY WEXLER 55 E 59TH STREET NEW YORK NY 10022 PROGRAM OFFICER 40.00 201500 49948 0 SCOTT BANE 55 E 59TH STREET NEW YORK NY 10022 SR PROGRAM OFFICER 40.00 156400 44552 0 JON MILLER 55 E 59TH STREET NEW YORK NY 10022 GRANTS MANAGER 40.00 126800 72176 0 9 GOLDMAN SACHS & CO 200 WEST STREET NEW YORK NY 10282 INVESTMENT ADVISOR & MANAGERS 1444355 D E SHAW OCULUS OFFSHORE 1166 AVENUE OF THE AMERICAS NEW YORK NY 10036 INVESTMENT MANAGER 353693 CANTILLON CAPITAL MANAGEMENT 400 WEST 5TH STREET NEW YORK NY 10019 INVESTMENT MANAGER 241216 MCDONALD DYNAMIC EQUITY LLC 200 WEST STREET NEW YORK NY 10282 INVESTMENT MANAGER 219452 EDGEWOOD MANAGEMENT 535 MADISON AVE 15TH NEW YORK NY 10022 INVESTMENT MANAGER 215666 24 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. 2791430 AGING AND HEALTH MEETINGS - TO IDENTIFY COMMON INTERESTS AND ISSUES AMONG GRANTEES AND OPERATIONALIZED NEW PROGRAM-RELATED AND GRANT IDEAS. 100687 TECHNICAL ASSISTANCE - TO PROVIDE REGULAR ASSISTANCE AND CONSULTANT EXPENSES TO GRANTEES 25000 0 706241374 0 0 706241374 0 0 706241374 10593621 695647753 34782388 34782388 469122 469122 34313266 15318 34328584 0 34328584 32530292 0 209116 32739408 34328584 29948894 0 0 32739408 29948894 0 0 2790514 0 0 0 0 0 0 0 0 31538070 0 0 0 PRESIDENT THE JOHN A HARTFORD FOUND 55 EAST 59TH STREET NEW YORK NY 10022 2128327788 APPLICATIONS SHOULD BE MAILED TO THE PRESIDENT OF THE FOUNDATION AT THE ABOVE ADDRESS. NO DEADLINES 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. 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FMV 19318 19318 AG REALTY FUND VII TE FMV 34165 34165 BRENTWOOD ASSOCIATES PRIVATE EQUITY IV LP FMV 1669023 1669023 PRIVATE EQUITY MANAGERS (2020) OFFSHORE SCSP FMV 16243484 16243484 PRIVATE EQUITY MANAGERS 2013 OFFSHORE FMV 5833589 5833589 PRIVATE EQUITY MANAGERS 2014 OFFSHORE LP FMV 3923996 3923996 PRIVATE EQUITY MANAGERS 2015 OFFSHORE LP FMV 5621352 5621352 PRIVATE EQUITY MANAGERS 2016 OFFSHORE FMV 7557815 7557815 PRIVATE EQUITY MANAGERS 2017 OFFSHORE SCSP FMV 22149880 22149880 PRIVATE EQUITY MANAGERS 2018 OFFSHORE SCSP FMV 21846653 21846653 PRIVATE EQUITY MANAGERS 2019 OFFSHORE FMV 24989804 24989804 PRIVATE EQUITY MANAGERS 2021 OFFSHORE SCSP FMV 13739188 13739188 E&F PRIVATE EQUITY MANAGERS 2022 OFFSHORE LP FMV 5628822 5628822 E&F PRIVATE EQUITY MANAGERS 2023 OFFSHORE LP FMV 44727 44727 VINTAGE VI OFFSHORE LP FMV 3823629 3823629 OFFICE CONDOMINIUM 4853445 4548577 304868 304868 FURNITURE AND EQUIPMENT 744066 621771 122295 122295 DEBEVOISE & PLIMPTON LLP 15291 0 15291 FEDERMAN STEIFMAN LLP 960 0 960 INTEREST AND DIVIDENDS RECEIVABLE 119950 76720 76720 PREPAID TAXES 70257 0 DEFERRED FEDERAL EXCISE TAX ON UNREALIZED APPRECIATION 635882 INSURANCE 84903 8977 76944 OFFICE SUPPLIES & MISC 159208 5524 150447 COPIER MAILING AND FAX 11471 389 11222 GRANT-RELATED EXPENSE (EVALUATION & TECHNICAL ASSISTANCE) 93899 0 90899 MEETINGS AND SPECIAL PROJECTS 100687 0 100687 ADD: AMOUNT ATTRIBUTABLE TO UNRELATED BUSINESS INCOME 5314 PROGRAM SERVICE REVENUE 1798 1798 RETURNED GRANTS 15318 0 GRANT CANCELLATIONS 203692 0 LIMITED PARTNERSHIP NET INVESTMENT INCOME/(LOSS) -19973 -19973 0 NET CHANGE IN UNREALIZED APPRECIATION 45746899 DEFERRED FEDERAL EXCISE TAX PAYABLE 3320205 3956087 PRIVATE EQUITY MANAGERS 2022 OFFSHORE 352128 0 PRIVATE EQUITY MANAGERS 2024 OFFSHORE 0 225309 COMMUNICATIONS CONSULTANT FEES AND EXPENSES 2292343 0 2309186 CONSULTANTING & EMPLOYMENT FEES 295756 0 299009 CUSTODIAN BANK FEES 134990 134990 0 INVESTMENT FEES AND EXPENSES 1378432 1378432 0 OCIO ADVISORY FEES 1444355 1444355 0 FEDERAL EXCISE TAX 469372 0 0