2026-04-22T14:15:38-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990PF 2025-01-01 911999241 JOHN AND WAUNA HARMAN FOUNDATION JOHN 2122862600 3053 FREEPORT BLVD 257 SACRAMENTO CA 95818 JULIE BERREY PRESIDENT 2122862600 2026-04-22 1 MICHAEL R KOENECKE CPA P02100881 2122862600 2026-04-22 2025 2025-03-06 01:10:19Z X 3322994 X X 40193 40193 12350 12350 1513824 7333173 1513824 1566367 1566367 177924 0 177924 62525 0 62525 14505 0 14505 71502 3518 67984 22744 0 0 18515 0 18515 19403 0 19403 387118 3518 360856 3603407 3603407 3990525 3518 3964263 -2424158 1562849 222516 643731 643731 150492 0 0 5373881 2679000 2679263 5746889 3322731 3322994 0 0 X 5746889 3322731 5746889 3322731 5746889 3322731 5746889 -2424158 0 3322731 0 3322731 SALES OF PUBLICLY TRADED SECURITIES P 7333173 5819349 1513824 1513824 1513824 21724 0 21724 0 21724 22500 0 0 0 22500 X 0 776 776 0 0 0 0 0 0 0 0 0 0 1 1 1 WA CA 1 0 0 0 0 1 WWW.JWHFOUNDATION.ORG THE FOUNDATION 2122862600 3053 FREEPORT BLVD 257 SACRAMENTO CA 95818 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JULIE BOUDREAU 3053 FREEPORT BLVD 257 SACRAMENTO CA 95818 EXECUTIVE DIRECTOR 40.00 164924 55656 0 JULIE BERREY 3053 FREEPORT BLVD 257 SACRAMENTO CA 95818 BOARD MEMBER & PRESIDENT 9.00 0 0 0 JOHN CARNEY 3053 FREEPORT BLVD 257 SACRAMENTO CA 95818 BOARD MEMBER & VICE-PRESIDENT 5.00 6500 0 0 MARK HARMAN 3053 FREEPORT BLVD 257 SACRAMENTO CA 95818 BOARD MEMBER & TREASURER 3.00 0 0 0 MARISETTE HASAN 3053 FREEPORT BLVD 257 SACRAMENTO CA 95818 BOARD MEMBER & SECRETARY 4.00 6500 0 0 BARRY HARMAN 3053 FREEPORT BLVD 257 SACRAMENTO CA 95818 BOARD MEMBER 1.00 0 0 0 NONE 0 TRANSFORMING CARE PARTNERS 2209 9TH AVENUE SAN FRANCISCO CA 94116 STRATEGIC CONSULTING 64984 0 0 3027709 1046035 0 4073744 0 0 4073744 61106 4012638 200632 200632 21724 21724 178908 0 178908 0 178908 3964263 0 3964263 178908 0 0 157570 239125 638829 648910 1543703 3228137 3964263 0 0 0 178908 3785355 0 0 7013492 0 0 0 0 0 0 157570 6855922 239125 638829 648910 1543703 3785355 X CENTER FOR PRACTICAL BIOETHICS 13725 METCALF AVENUE 427 OVERLAND PARK KS 66223 N/A PC ADVANCE CARE PLANNING IN FAITH COMMUNITIES 15700 DUKE DIVINITY SCHOOL 200 W MAIN ST STE 710 DURHAM NC 277054677 N/A PC DIVINITY SCHOOL ADVANCE CARE PLANNING GRANT EXTENSION 25000 END WELL FOUNDATION 1083 VINE STREET SUITE 803 HEALDSBURG CA 95448 N/A PC END WELL 2025 "GETTING PAST LABELS WORKSHOP" 30000 GRANTMAKERS IN AGING 333 MAMARONECK AVENUE 238 WHITE PLAINS NY 10605 N/A PC SI/EOL FUNDERS COMMUNITY SUPPORT 6000 HEART TONES 530 CLIFTON COURT MIDLOTHIAN TX 76065 N/A PC GENERAL OPERATING SUPPORT 10000 HEART TONES 530 CLIFTON COURT MIDLOTHIAN TX 76065 N/A PC GENERAL OPERATING SUPPORT 37000 MOCKINGBIRD INCUBATOR 5009 YORK BLVD LOS ANGELES CA 90042 N/A PC GENERAL OPERATING SUPPORT FOR PAUSE 10000 REIMAGINE INC 660 4TH STREET 281 SAN FRANCISCO CA 94007 N/A PC GENERAL OPERATING SUPPORT 1000000 SOUTHEAST WASHINGTON OFFICE OF AGING AND LONG TERM CARE PO BOX 8394 YAKIMA WA 98908 N/A PC EMERGENCY FUND 24707 WELLNESS HOUSE 6006 SUMMITVIEW AVENUE YAKIMA WA 98908 N/A PC GENERAL OPERATING SUPPORT 25000 YAKIMA VALLEY COMMUNITY FOUNDATION 316 E YAKIMA AVE 201 YAKIMA WA 98901 N/A PC COMMUNITY RESILIENCE FUND 750000 YAKIMA VALLEY COMMUNITY FOUNDATION 316 E YAKIMA AVE 201 YAKIMA WA 98901 N/A PC YAKAMA POWER APPRENTICESHIP FUND 1670000 3603407 0 14 40193 14 12350 18 1513824 0 1566367 0 1566367 0 0 0 0 0 0 0 0 0 0 ACCOUNTING AND BOOKKEEPING SERVICES 14505 0 14505 SEE PART XIV LINE 3 FOR LIST OF GRANTS PAID 3053 FREEPORT BLVD 257 SACRAMENTO CA 95818 CASH 3603407 BANK OF AMERICA N CHARLOTTE NC CD 4.100% 1/5/26 906,000 UNITS AT COST 906000 906023 BANK OF CHINA NEW NEW YORK NY CD 3.900% 1/15/26 126,000 UNITS AT COST 126000 126004 KEY BANK CD CLEVELAND OH CD 4.100% 1/5/26 905,000 UNITS AT COST 905000 905023 PNC BANK NA WILMINGTON DE CD 4.000% 4/2/26 371,000 UNITS AT COST 371000 371084 TOYOTA FINL SVGS HENDERSON NV CD 4.050% 4/2/26 371,000 UNITS AT COST 371000 371129 IN 2021, THE FOUNDATION'S BOARD REVISITED THE LIFESPAN OF THE FOUNDATION, AS THEY HAVE DONE PREVIOUSLY EVERY 5 YEARS OR SO. THEY SPOKE ABOUT A TEN-YEAR SPEND-DOWN AT THAT TIME. DURING 2025, THE FOUNDATION GAVE OUT GRANTS AND CONTRIBUTIONS TOTALING $3,603,407 WHICH EXCEEDS 25% OF THE OPENING NET ASSET BALANCE. WHILE THERE IS NOT YET A FORMAL PLAN OF TERMINATION, THE FOUNDATION WILL CONTINUE TO SPEND DOWN EACH YEAR WITH TENTATIVE PLANS OF 2027 BEING THEIR LAST YEAR OF OPERATIONS. OFFICE EXPENSES 8563 0 8563 INSURANCE 2258 0 2258 PAYROLL PROCESSING FEES 1922 0 1922 DUES & MEMBERSHIPS 6660 0 6660 INVESTMENT MANAGEMENT FEES 3518 3518 0 VIDEO PRODUCTION SERVICES 3000 0 3000 STRATEGIC CONSULTING 64984 0 64984 FEDERAL EXCISE TAXES 22744 0 0