WILLIAM F HARNISCH FOUNDATION INC: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM F HARNISCH FOUNDATION INC (EIN 11-3353576)
- Tax period
- 2017-01-01 to 2017-12-31
- Filed
- 2018-11-15
- IRS object ID
- 201843199349103019
- Schema version
- 2017v2.3
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- All Oth Prog Rltd Investments Sch
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-11-15T13:16:13-06:00 | ReturnTs |
| Tax Period End | 2017-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 133791592 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PERELSON WEINER LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE DAG HAMMARSKJOLD PLAZA | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172286 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2017-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113353576 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILLIAM F HARNISCH FOUNDATION INC | BusinessNameLine1Txt |
| Business Name Line2 | C/O WILLIAM F HARNISCH | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WILL | BusinessNameControlTxt |
| Phone | 2129040440 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 366 | AddressLine1Txt |
| City | EAST QUOGUE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11942 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | WILLIAM F HARNISCH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129040440 | PhoneNum |
| Signature | 2018-11-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | RIAZ S QUREISHI CPA | PreparerPersonNm |
| PTIN | P00047903 | PTIN |
| Phone | 2126053100 | PhoneNum |
| Preparation | 2018-11-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 65.209.90.130 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-11-14 | IPDt |
| IP Tm | 10:28:20 | IPTm |
| IP Timezone | ES | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 22DBAD77C0E6183EF62EB373AC2D51563708E8CC | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9A99B8015F01E926151F0B86502F88812A715E21 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,171,272 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $0 | ContriRcvdRevAndExpnssAmt |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $123 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $123 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $29,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $353,352 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $29,666 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $30,907 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $30,907 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $60,696 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $60,696 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $6,780 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,390 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,390 | AccountingFeesChrtblPrpsAmt |
| Other Expenses Rev And Expnss | $41,681 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $4,491 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $37,190 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $48,461 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,881 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $40,580 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $361,535 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $361,535 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $409,996 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,881 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $402,115 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$349,300 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $52,815 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,847,714 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $98,739 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $98,739 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,092,587 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,387,329 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $3,916,000 | CorporateStockEOYFMVAmt |
| Other Assets BOY | $51,600 | OtherAssetsBOYAmt |
| Other Assets EOY | $156,533 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $156,533 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $2,991,901 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,642,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,171,272 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,991,901 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,642,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,991,901 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,642,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,991,901 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$349,300 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,642,601 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,642,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| 8,000 SHS MASTEC INC. | $350,242 | $323,686 | $26,556 | $26,556 | |
| STEP INVESTMENT THROUGH IMPACT PARTNERS | $3,110 | $3,110 | $3,110 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $29,666 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,144,787 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $3,854,640 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.296989 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,190,340 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,060,376 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.196414 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $420,258 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $8,330,358 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050449 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $1,095,509 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,551,019 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.145081 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $586,033 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,870,043 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.085303 | DistributionYr5Rt |
| Total Distribution | 0.774236 | TotalDistributionRt |
| Average Distribution | 0.154847 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $3,921,674 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $607,259 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $528 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $607,787 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $530,265 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,056 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,056 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,056 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $7,515 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $7,515 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $6,459 | OverpaymentAmt |
| Applied To ES Tax | $6,459 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | WILLIAM F HARNISCH | IndividualWithBooksNm |
| Phone | 2129040440 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 366 | AddressLine1Txt |
| City | EAST QUOGUE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11942 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| WILLIAM F HARNISCH | |||||||||
| PO BOX 366 | EAST QUOGUE | NY | 11942 | PRESIDENT | 20.00 | $0 | $0 | $0 | |
| MICHELLE TERAMO | |||||||||
| C/O PECONIC PARTNERS 599 LEXINGTON | NEW YORK | NY | 10022 | SECRETARY | 1.00 | $0 | $0 | $0 | AVE 46TH FL |
| RUTH ANN HARNISCH | |||||||||
| PO BOX 366 | EAST QUOGUE | NY | 11942 | DIRECTOR | 10.00 | $0 | $0 | $0 | |
| LAURA SCOTT | |||||||||
| C/O PECONIC PARTNERS 599 LEXINGTON | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 | AVE 46TH FL |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | THE FEELING OF BEING WATCHED FILM PROJECT | Description1Txt |
| Expenses1 | $100,000 | Expenses1Amt |
| Description2 | THE UNTITLED MICHAEL BRODY FILM PROJECT | Description2Txt |
| Expenses2 | $13,462 | Expenses2Amt |
| All Other Program Rltd Invst Tot | $14,688 | AllOtherProgramRltdInvstTotAmt |
| Total | $128,150 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $3,361,354 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $515,974 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $104,067 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,981,395 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $3,981,395 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $59,721 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,921,674 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $196,084 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $196,084 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,056 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,056 | TotalTaxAmt |
| Distributable Before Adj | $195,028 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $52,742 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $247,770 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $247,770 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $402,115 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $128,150 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $530,265 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $530,265 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $247,770 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $245,917 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $734,614 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $10,585 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $887,401 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $920,134 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,798,651 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $530,265 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $247,770 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $282,495 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $3,081,146 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $245,917 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,835,229 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $734,614 | ExcessFromYear4Amt |
| Excess From Year3 | $10,585 | ExcessFromYear3Amt |
| Excess From Year2 | $887,401 | ExcessFromYear2Amt |
| Excess From Year1 | $920,134 | ExcessFromYear1Amt |
| Excess From Current Year | $282,495 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | WILLIAM F HARNISCH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (42 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | |||||||
| CPW 79TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,750 |
| BARUCH COLLEGE ALUMNI ASSOCIATION | |||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $45 |
| BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PUBLIC | BARUCH TRIBUTE ANNUAL DINNER | $15,000 |
| BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PUBLIC | HARNISCH JOURNALISM SCHOLARS | $60,000 |
| BARUCH COLLEGE FUND | |||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PUBLIC | HARNISCH SCHOLARS | $50,000 |
| CENTRAL PARK CONSERVANCY | |||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,000 |
| CHILDREN'S VISION INTERNATIONAL INC | |||||||
| PO BOX 380 1002 GROVE STREET | BANGOR | WI | 54614 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $6,000 |
| COMPASSION & CHOICES | |||||||
| PO BOX 101810 | DENVER | CO | 802501810 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $100 |
| COOPER HEWITT SMITHSONIAN DESIGN | |||||||
| 2 EAST 91ST STREET | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,500 |
| EAST QUOGUE FIRE DEPARTMENT | |||||||
| PO BOX 271 | EAST QUOGUE | NY | 11942 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $100 |
| END RAPE ON CAMPUS (EROC) | |||||||
| 811 9TH STREET STE 120-140 | DURHAM | NC | 27705 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $10,000 |
| FRICK COLLECTION | |||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $650 |
| FRIENDS OF THE HIGH LINE | |||||||
| 820 WASHINGTON STREET | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $500 |
| FRIST CENTER FOR VISUAL ARTS | |||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,000 |
| GUGGENHEIM FOUNDATION | |||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $300 |
| HAMPTON BAYS BEAUTIFICATION ASSOCIATION | |||||||
| PO BOX 682 | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $40 |
| HAMPTON BAYS FIRE COMPANY | |||||||
| 69 WEST MONTAUK HWY | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $500 |
| HAMPTON BAYS HISTORICAL PRESERVATION SOCIETY | |||||||
| 116 WEST MONTAUK HWY | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $100 |
| HEALTHNETWORK FOUNDATION | |||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $500 |
| INTERNATIONAL RETT SYNDROME FOUNDATION | |||||||
| 4600 DEVITT DRIVE | CINCINNATI | OH | 45246 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,000 |
| METROPOLITAN MUSEUM OF ART | |||||||
| 1000 FIFTH AVENUE | NEW YORK | NY | 10028 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,500 |
| MOMA | |||||||
| 11 WEST 53RD STREET | NEW YORK | NY | 10019 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,200 |
| MUSEUM OF THE CITY OF NEW YORK | |||||||
| 1220 FIFTH AVENUE | NEW YORK | NY | 10029 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,250 |
| NAMI | |||||||
| 3803 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $5,000 |
| NAMI | |||||||
| 99 PINE STREET STE 302 | ALBANY | NY | 12207 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $500 |
| NY HISTORICAL SOCIETY | |||||||
| 170 CENTRAL PARK WEST | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,000 |
| NY PUBLIC LIBRARY | |||||||
| FIFTH AVE AND 42ND STREET | NEW YORK | NY | 10018 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,500 |
| PARK CITY HIGH SCHOOL | |||||||
| 1750 KEARNS BLVD | PARK CITY | UT | 84060 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $500 |
| PECONIC BAY MEDICAL CENTER FOUNDATION | |||||||
| 1300 ROANOKE AVENUE | RIVERHEAD | NY | 11901 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $10,000 |
| PROTECT OUR DEFENDER'S FOUNDATION | |||||||
| 20 PARK ROAD STE E | BURLINGAME | CA | 94010 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $5,000 |
| RARE GENOMICS INSTITUTE | |||||||
| 2657 ANNAPOLIS ROAD STE G 105 | HANOVER | MD | 21076 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $12,000 |
| RAVENSCROFT SCHOOL | |||||||
| 7409 FALLS OF NEUSE ROAD | RALEIGH | NC | 27615 | NONE | PUBLIC | FACULTY FUND | $2,500 |
| SHAREDIMPACT FOUNDATION INC | |||||||
| 575 LEXINGTON AVENUE 4TH FLOOR | NEW YORK | NY | 10022 | NONE | PUBLIC | AFRICAN PRISONS PROJECT | $5,000 |
| ST MARY'S CHURCH | |||||||
| 165 PONQUOGUE AVE | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $2,500 |
| ST MARY'S CHURCH | |||||||
| 165 PONQUOGUE AVE | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $2,500 |
| ST MARY'S CHURCH | |||||||
| 165 PONQUOGUE AVE | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $2,500 |
| ST MARY'S CHURCH | |||||||
| 165 PONQUOGUE AVE | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $2,500 |
| SUNDANCE INSTITUTE | |||||||
| PO BOX 684429 | PARK CITY | UT | 84068 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $50,000 |
| THE SAPLING FOUNDATION | |||||||
| 330 HUDSON STREET 11TH FLOOR | NEW YORK | NY | 10013 | NONE | PRIVATE OPERATING FO | TED FELLOWS | $100,000 |
| TOURETTE SYNDROME ASSOCIATION | |||||||
| 42-40 BELL BOULEVARD | BAYSIDE | NY | 11361 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,000 |
| WHITNEY MUSEUM | |||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,000 |
| WILDLIFE CONSERVATION SOCIETY | |||||||
| 2300 SOUTHERN BOULEVARD | BRONX | NY | 10460 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $361,535 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $123 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $30,907 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $29,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $60,696 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $60,696 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING AND TAX RETURN PREPARATION | CategoryTxt |
| Amt | $6,780 | Amt |
| Net Investment Income | $3,390 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,390 | DisbursementsCharitablePrpsAmt |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| THE RADICAL MR. ROGERS FILM PROJECT | $4,688 |
| EPICENTRO FILM PROJECT | $10,000 |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SAPLING FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 330 HUDSON STREET 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2017-12-19 | GrantDt |
| Grant | $100,000 | GrantAmt |
| Purpose Of Grant | TED FELLOWS PROGRAM | PurposeOfGrantTxt |
| Expended By Grantee | $100,000 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | TO THE KNOWLEDGE OF THE GRANTOR, NO FUNDS HAVE BEEN DIVERTED. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 12/22/2017 | DatesOfReportsByGranteeTxt |
| Verification | 2017-12-22 | VerificationDt |
| Results Of Verification | TO THE KNOWLEDGE OF THE GRANTOR, NO AMOUNTS HAVE BEEN DIVERTED FROM THE STATED PURPOSE OF THE GRANT. THE GRANTOR HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE GRANTEE'S GRANT REPORT. THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE. | ResultsOfVerificationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | 80,000 SHS MASTEC INC. | StockNm |
| EOY Book Value | $2,387,329 | EOYBookValueAmt |
| EOYFMV | $3,916,000 | EOYFMVAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp (10 entries)
| DescDesc | BOY Book ValueBOYBookValueAmt | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN EAGLE HUNTRESS LLC | $5,505 | $490 | $490 |
| INVESTMENT IN WIDOWS ORPHANS AND PUPPIES LLC "BLEED OUT" | $6,818 | $6,818 | $6,818 |
| INVESTMENT IN MANATEE PRODUCTIONS, LLC | $11,731 | $9,076 | $9,076 |
| INVESTMENT IN FANTASY ISLAND | $11,842 | $0 | $0 |
| INVESTMENT IN STEP | $3,704 | $0 | $0 |
| INVESTMENT IN THE EVIL WE KNOW | $12,000 | $12,000 | $12,000 |
| INVESTMENT IN EPICENTRO | $0 | $10,000 | $10,000 |
| INVESTMENT IN THE RADICAL MR. ROGERS | $0 | $4,688 | $4,688 |
| INVESTMENT IN THE FEELING OF BEING WATCHED | $0 | $100,000 | $100,000 |
| INVESTMENT IN UNTITLED MICHAEL BRODY PROJECT | $0 | $13,461 | $13,461 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES / LEGAL FEES | $2,190 | $0 | $2,190 |
| LOSS THROUGH EAGLE HUNTRESS | $4,491 | $4,491 | $0 |
| PROGRAM EXPENSE - SOCIAL IMPACT FILM PROJECTS | $35,000 | $0 | $35,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ICARUS - MANATEE PRODUCTIONS LLC | Desc |
| Revenue And Expenses Per Books | $30,907 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $30,907 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $30,907 | AdjustedNetIncomeAmt |
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