HARNISH FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- HARNISH FOUNDATION (EIN 38-3730146)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-11-17
- IRS object ID
- 202523219349105677
- Schema version
- 2024v5.2
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-11-17T15:33:18-06:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 390859910 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAKER TILLY ADVISORY GROUP LP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 999 THIRD AVENUE SUITE 2800 | AddressLine1Txt |
| City | SEATTLE | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 383730146 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARNISH FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HARN | BusinessNameControlTxt |
| Phone | 4252519800 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17035 W VALLEY HWY | AddressLine1Txt |
| City | TUKWILA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98188 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JENNIFER HARNISH | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 4252519800 | PhoneNum |
| Signature | 2025-11-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | EMINA O CRESSWELL | PreparerPersonNm |
| PTIN | P01217304 | PTIN |
| Phone | 2063026500 | PhoneNum |
| Preparation | 2025-11-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $99,155,602 | 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 | $14,373,331 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $2,040,814 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $2,075,190 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,668,203 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $23,785,053 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,705,576 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $0 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,828 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $18,082,348 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $3,789,594 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $18,700 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,610 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Adj Net Incm | $0 | AccountingFeesAdjNetIncmAmt |
| Accounting Fees Chrtbl Prps | $9,350 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $27,239 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $59,867 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Interest Rev And Expnss | $120,092 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $120,092 | InterestNetInvstIncmAmt |
| Interest Adj Net Incm | $0 | InterestAdjNetIncmAmt |
| Interest Dsbrs Chrtbl | $0 | InterestDsbrsChrtblAmt |
| Taxes Rev And Expnss | $116,822 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $63,055 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $4,275 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Adj Net Incm | $0 | TravConfMeetingAdjNetIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $4,275 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $2,214 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,214 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $289,342 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $248,624 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $15,839 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $4,989,750 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $4,964,750 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $5,279,092 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $248,624 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $4,980,589 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $12,803,256 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $3,540,970 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $8,818,562 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $6,372,003 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $6,372,003 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $17,986,180 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $14,806,625 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $14,806,625 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $49,742,840 | CorporateStockBOYAmt |
| Corporate Stock EOY | $76,904,000 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $76,904,000 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $2,908,217 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,072,974 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $1,072,974 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $79,455,799 | TotalAssetsBOYAmt |
| Total Assets EOY | $99,155,602 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $99,155,602 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| 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 | $79,455,799 | RetainedEarningBOYAmt |
| Retained Earning EOY | $99,155,602 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $79,455,799 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $99,155,602 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $79,455,799 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $99,155,602 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $79,455,799 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $12,803,256 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,896,547 | OtherIncreasesAmt |
| Subtotal | $99,155,602 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $99,155,602 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|
| PUBLICLY TRADED SECURITIES | $23,698,020 | $22,079,477 | $1,618,543 | $1,618,543 | |
| ALTERNATIVE INVESTMENTS | $37,373 | $37,373 | $37,373 | ||
| CAPITAL GAINS DIVIDENDS | $49,660 | $49,660 | $49,660 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,705,576 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $49,219 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $49,219 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $49,219 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $43,691 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $68,691 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $19,472 | OverpaymentAmt |
| Applied To ES Tax | $19,472 | 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 | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | WA | 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 |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JENNIFER HARNISH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4252519800 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17035 W VALLEY HWY | AddressLine1Txt |
| City | TUKWILA | CityNm |
| State Abbreviation | WA | StateAbbreviationCd |
| ZIP | 98188 | 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 | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| 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 | Yes (1) | TransactionsFailToQlfyAsExcInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (9 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 |
|---|---|---|---|---|---|---|---|---|
| JOHN J HARNISH | ||||||||
| 17035 WEST VALLEY HWY | TUKWILA | WA | 98188 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| JENNIFER C HARNISH | ||||||||
| 17035 WEST VALLEY HWY | TUKWILA | WA | 98188 | PRESIDENT | 12.00 | $0 | $0 | $0 |
| KATHERINE A HARNISH | ||||||||
| 17035 WEST VALLEY HWY | TUKWILA | WA | 98188 | VP/DIRECTOR | 1.00 | $0 | $0 | $0 |
| BRIAN HEEB | ||||||||
| 17035 WEST VALLEY HWY | TUKWILA | WA | 98188 | TREASURER | 1.00 | $0 | $0 | $0 |
| JOHN W HARNISH | ||||||||
| 17035 WEST VALLEY HWY | TUKWILA | WA | 98188 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| TROY HICKEY | ||||||||
| 17035 WEST VALLEY HWY | TUKWILA | WA | 98188 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| EWELINA HICKEY | ||||||||
| 17035 WEST VALLEY HWY | TUKWILA | WA | 98188 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| ELENA HARNISH | ||||||||
| 17035 WEST VALLEY HWY | TUKWILA | WA | 98188 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| DEAN BLACKFORD | ||||||||
| 17035 WEST VALLEY HWY | TUKWILA | WA | 98188 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| 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) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $79,473,503 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $9,998,095 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $1,456,424 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $90,928,022 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $90,928,022 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $1,363,920 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $89,564,102 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $4,478,205 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $4,478,205 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $49,219 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $49,219 | TotalTaxAmt |
| Distributable Before Adj | $4,428,986 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $4,428,986 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $4,428,986 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $4,980,589 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $4,980,589 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $4,428,986 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $355,700 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $1,304,890 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $1,321,751 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr1 | $755,073 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $3,737,414 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $4,980,589 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,428,986 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $551,603 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $4,289,017 | 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 | $355,700 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $3,933,317 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $1,304,890 | ExcessFromYear4Amt |
| Excess From Year3 | $1,321,751 | ExcessFromYear3Amt |
| Excess From Year1 | $755,073 | ExcessFromYear1Amt |
| Excess From Current Year | $551,603 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JOHN J HARNISH | ContributingManagerNm |
| Contributing Manager | JENNIFER C HARNISH | ContributingManagerNm |
| Contributing Manager | KATHERINE A HARNISH | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (62 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| ACADEMY FOR PRECISION LEARNING | ||||||
| 5031 UNIVERSITY WAY NE | SEATTLE | WA | 98105 | PC | STEM INSTRUCTOR SALARY | $60,000 |
| AMARA | ||||||
| 5907 MARTIN LUTHER KING WAY S | SEATTLE | WA | 98118 | PC | FAMILY SUPPORT SERVICES PROGRAM | $50,000 |
| ATWORK | ||||||
| 1935 152ND PL NE | BELLEVUE | WA | 98007 | PC | COMMUNITY INCLUSION, SCHOOL-TO-WORK, EMPLOYMENT SERVICES | $10,000 |
| BACON FAMILY FOUNDATION | ||||||
| PO BOX 848 | MEDINA | WA | 98039 | PF | EQUIPMENT CAMPAIGN - BELLEVUE FIRE FOUNDATION | $25,000 |
| BALLARD FOOD BANK | ||||||
| 1400 NW LEARY WAY | SEATTLE | WA | 98107 | PC | COMMUNITY RESOURCE HUB | $25,000 |
| BAR X PROJECT | ||||||
| 345 JOHNNY BOY LANE | BERLIN | NJ | 08009 | PC | MATCHING DONATION FOR 2025 VETERAN CAMPS | $25,000 |
| BEACON HILL | ||||||
| 2807 ARCTIC BLVD | ANCHORAGE | AK | 99503 | PC | CAREPORTAL, FAMILY RESOURCE CENTER, SAFE FAMILIES FOR CHILDREN | $100,000 |
| BIG SKY BRAVERY | ||||||
| 215 QUAIL RUN ROADSUITE A | BOZEMAN | MT | 59718 | PC | OPERATIONAL SUPPORT | $50,000 |
| CAMP KOREY | ||||||
| 24880 BROTHERHOOD ROAD | MOUNT VERNON | WA | 98274 | PC | GROW INVOICE - RAISE THE PADDLE MATCH, GENERAL OPERATING FUNDS | $250,000 |
| CANCER LIFELINE | ||||||
| 6522 FREMONT AVE N | SEATTLE | WA | 98103 | PC | NO-COST COUNSELING PROGRAM | $50,000 |
| CANINE COMPANIONS | ||||||
| 2454 OCCIDENTAL AVE S3B | SEATTLE | WA | 98134 | PC | TEAM TRAINING | $50,000 |
| CHILD BRIDGE | ||||||
| PO BOX 310 | BIGFORK | MT | 59911 | PC | FAMILY RECRUITER/PARENT COACH/FAMILY RECRUITER/PARENT COACH | $280,000 |
| CHILDREN'S CENTER AT BURKE GILMAN GARDENS | ||||||
| 5251 SAND POINT WAY NESTE 5 | SEATTLE | WA | 98105 | PC | CAPITAL CAMPAIGN FOR NEW FACILITY | $75,000 |
| COLLEGE POSSIBLE WASHINGTON | ||||||
| 11036 8TH AVE NESTE 75191 | SEATTLE | WA | 98125 | PC | COLLEGE PREP AND POST-SECONDARY PROGRAMS | $25,000 |
| COMMUNITY HOMES | ||||||
| PO BOX 1240 | BOTHELL | WA | 98041 | PC | NEW HOME SETUP/CAREGIVER | $75,000 |
| COMMUNITY LEADERSHIP & DEVELOPMENT INC | ||||||
| PO BOX 3381 | BILLINGS | MT | 59103 | PC | PHASES 2 & 3 - HANNAH'S HOUSE | $20,000 |
| COMPASS HOUSING ALLIANCE | ||||||
| 220 DEXTER AVE N | SEATTLE | WA | 98109 | PC | PROGRAM SUPPORT FOR VETERANS CENTERS | $101,000 |
| CRISTO REY JESUIT SEATTLE HIGH SCHOOL | ||||||
| 10001 57TH AVE S | SEATTLE | WA | 98178 | PC | CAPITAL CAMPAIGN | $200,000 |
| DOG TAG BUDDIES | ||||||
| PO BOX 250 | SHEPHERD | MT | 59079 | PC | VETERAN CANINE PROGRAM | $50,000 |
| EAGLE MOUNT BOZEMAN | ||||||
| 6901 GOLDENSTEIN LANE | BOZEMAN | MT | 59715 | PC | 2024 OPERATING SUPPORT, VAN MODIFICATION | $75,000 |
| EASTSIDE ACADEMY | ||||||
| 1717 BELLEVUE WAY NE | BELLEVUE | WA | 98004 | PC | HOUSING PROGRAM STAFF | $230,000 |
| EILEEN & CALLIE'S PLACE | ||||||
| 1524 S 328TH STREETAPT 625 | KENT | WA | 98003 | PC | MENTOR PROGRAM MANAGER POSITION | $20,000 |
| ELIZABETH GREGORY HOME | ||||||
| 1604 NE 50TH STREET | SEATTLE | WA | 98105 | PC | NORTH SEATTLE HOME MANAGEMENT | $50,000 |
| FAMILY LAW CASA | ||||||
| 16300 CHRISTENSEN ROADSUITE 306 | TUKWILA | WA | 98188 | PC | 2024 ADVOCATE SUPERVISOR SALARY (2 OF 3) | $50,000 |
| FAMILY PROMISE OF SKAGIT VALLEY | ||||||
| PO BOX 335 | SEDRO WOOLLEY | WA | 98284 | PC | PROMISE HOUSE DOWN PAYMENT | $30,000 |
| FARESTART | ||||||
| PO BOX 85495 | SEATTLE | WA | 98101 | PC | FOOD PATHWAYS, JOB READINESS @ ECHO GLEN | $175,000 |
| FRIENDS OF THE CHILDREN - SEATTLE | ||||||
| PO BOX 18886 | SEATTLE | WA | 98118 | PC | TEEN PROGRAM MANAGER/K5 MENTOR SALARIES | $100,000 |
| GAMERS OUTREACH | ||||||
| 4860 WASHTENAW AVE STE I 435 | ANN ARBOR | MI | 48108 | PC | 3 GO KARTS | $15,000 |
| HABITAT FOR HUMANITY - SEATTLEKING COUNTY | ||||||
| 500 NACHES AVE SWSUITE 200 | RENTON | WA | 98057 | PC | VETERAN HOMES | $250,000 |
| HORSES SPIRIT HEALING | ||||||
| 7256 US HWY 3 | BILLINGS | MT | 59106 | PC | EQUINE ASSISTED SERVICE SESSIONS | $40,000 |
| IMPACT MONTANA | ||||||
| PO BOX 6061 | HELENA | MT | 59604 | PC | COMMUNITY PLATFORM | $17,000 |
| LANDON'S LEGACY FOUNDATION | ||||||
| PO BOX 80542 | BILLINGS | MT | 59108 | PC | PLAYGROUND | $150,000 |
| LITERACY SOURCE | ||||||
| 3200 NE 125TH ST | SEATTLE | WA | 98125 | PC | BUILDING FUTURES CAMPAIGN | $50,000 |
| LOVE AND SONSHINE MINISTRIES | ||||||
| 514 N 29TH STREET | BILLINGS | MT | 59101 | PC | PT CASE MANAGER/FT HOUSE MANAGER | $80,000 |
| MAKE A WISH ALASKA & WASHINGTON | ||||||
| 811 FIRST AVESUITE 620 | SEATTLE | WA | 98104 | PC | 5 WISHES | $100,000 |
| NEW PHOEBE HOUSE ASSOCIATION | ||||||
| PO BOX 5245 | TACOMA | WA | 98415 | PC | GENERAL OPERATING/PROGRAM MANAGER SALARY | $75,000 |
| NEXT CHAPTER FOUNDATION | ||||||
| 7029 PACIFIC AVE | TACOMA | WA | 98419 | PC | CASE MANAGER SALARY | $60,750 |
| NO MORE UNDER | ||||||
| 3815 S OTHELLO ST SUITE 100-310 | SEATTLE | WA | 98118 | PC | LEARN-TO-SWIM/FT STAFF MEMBER | $75,000 |
| NORTHWEST EDUCATION ACCESS | ||||||
| 6920 ROOSEVELT WAY NESTE 355 | SEATTLE | WA | 98115 | PC | COLLEGE PREP/COLLEGE SUCCESS PROGRAMS/PROGRAM TEAM SALARIES/GAP SCHOLARSHIPS | $50,000 |
| NW ASSOCIATION FOR BLIND ATHLETES | ||||||
| PO BOX 61489 | VANCOUVER | WA | 98666 | PC | CAMP SPARK AND SPORTS OUTREACH | $50,000 |
| NW SCHOOL FOR DEAF AND HARD OF HEARING | ||||||
| PO BOX 33666 | SEATTLE | WA | 98133 | PC | BIRTH TO THREE PROGRAM DIRECTOR | $140,000 |
| OPERATION HOMEFRONT | ||||||
| 17319 SAN PEDRO AVESUITE 505 | SAN ANTONIO | TX | 78232 | PC | CRITICAL FINANCIAL ASSISTANCE IN WA | $10,000 |
| OUTDOORS FOR ALL | ||||||
| 6344 NE 74TH ST STE 102 | SEATTLE | WA | 98115 | PC | GENERAL OPERATING | $150,000 |
| PARKVIEW SERVICES | ||||||
| 4720 200TH ST SW STE 200 | LYNNWOOD | WA | 98036 | PC | COMMUNITY ENGAGEMENT PROGRAMS | $20,000 |
| PUYALLUP FOOD BANK | ||||||
| PO BOX 202 | PUYALLUP | WA | 98371 | PC | NAVIGATION AND PARTNERSHIPS PROGRAM | $25,000 |
| RAINIER SCHOLARS | ||||||
| 2100 24TH AVE SOUTHSUITE 360 | SEATTLE | WA | 98144 | PC | STUDENT SPONSORSHIP | $50,000 |
| SEATTLE POLICE FOUNDATION | ||||||
| PO BOX 456 | SEATTLE | WA | 98111 | PC | VICTIM SUPPORT SERVICES/EMERGENCY SAFETY PLANNING, EMDR COUNSELING FOR SEXUAL ASSAULT SURVIVORS | $50,000 |
| SEATTLE'S UNION GOSPEL MISSION | ||||||
| PO BOX 202 | SEATTLE | WA | 98111 | PC | COVINGTON SHELTER | $100,000 |
| SEMPER FI & AMERICAS FUND | ||||||
| 825 COLLEGE BOULEVARD SUITE 102 | OCEANSIDE | CA | 92057 | PC | ALASKA, MONTANA & WA GENERAL OPERATING | $100,000 |
| SIBLING STRONG | ||||||
| PO BOX 1002 | PORT ORCHARD | WA | 98366 | PC | KING/PIERCE COUNTY/COUNSELOR | $52,500 |
| ST VINCENT DE PAUL - BILLINGS | ||||||
| 3005 1ST AVE S | BILLINGS | MT | 59101 | PC | COIN-FREE WASHER & DRYER FOR LAUNDRY CENTER | $5,000 |
| SUMMER SEARCH | ||||||
| PO BOX 7731 | SAN FRANCISCO | CA | 94120 | PC | POST-SECONDARY, CAREER EXPLORATION PROGRAM | $42,000 |
| SUMMIT COMMUNITY CENTER | ||||||
| 4605 88TH AVE SE | MERCER ISALND | WA | 98040 | PC | FULL-TIME VOCATIONAL DEVELOPMENT INSTRUCTOR & DEPT LEAD/FULL-TIME PRE-EMPLOYMENT INSTRUCTORS | $186,500 |
| THE MOCKINGBIRD SOCIETY | ||||||
| 2100 24TH AVE SSUITE 240 | SEATTLE | WA | 98144 | PC | ANALYSIS OF YOUTH PROGRAM | $50,000 |
| THRIVE | ||||||
| 407 S FERGUSON AVE | BOZEMAN | MT | 59718 | PC | PARTNERSHIP PROJECT PROGRAM | $40,000 |
| TREEHOUSE | ||||||
| 2100 24TH AVE S | SEATTLE | WA | 98144 | PC | LAUNCH SUCCESS PROGRAM | $100,000 |
| UNITED SERVICE ORGANIZATIONS INC | ||||||
| 17801 INTERNATIONAL BLVD PMB 313 | SEATTLE | WA | 98158 | PC | PURCHASE OF NEW VEHICLE | $100,000 |
| UPLIFT NORTHWEST | ||||||
| 2515 WESTERN AVE | SEATTLE | WA | 98121 | PC | CAPITAL CAMPAIGN, FALL FUNDRAISER | $225,000 |
| VALLEY GIRLS & GUYS | ||||||
| 27034 SE KENT KANGLEY RD | RAVENSDALE | WA | 98051 | PC | 4 WHO DREAMS | $20,000 |
| VETERANS NAVIGATION NETWORK | ||||||
| 1946 TONI ROAD | BILLINGS | MT | 59105 | PC | EXECUTIVE DIRECTOR SALARY | $25,000 |
| VINE MAPLE PLACE | ||||||
| PO BOX 1092 | MAPLE VALLEY | WA | 98038 | PC | CHILDREN & YOUTH PROGRAM/CHILD MENTAL HEALTH SPECIALIST | $185,000 |
| WARRIORS & QUIET WATERS | ||||||
| 351 EVERGREEN DRIVESUITE A | BOZEMAN | MT | 59715 | PC | 2024 ALUMNI ENGAGEMENT PROGRAM | $50,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $4,989,750 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (18 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|
| CANINE COMPANIONS | ||||||
| 2454 OCCIDENTAL AVE S | SEATTLE | WA | 98134 | PC | TEAM TRAINING | $100,000 |
| CHILD BRIDGE | ||||||
| PO BOX 310 | BIGFORK | MT | 59911 | PC | RECRUITERS & COACH | $560,000 |
| COMMUNITY HOMES | ||||||
| PO BOX 1240 | BOTHELL | WA | 98041 | PC | NEW HOME CAREGIVER | $50,000 |
| CRISTO REY JESUIT SEATTLE HIGH SCHOOL | ||||||
| 10001 57TH AVE S | SEATTLE | WA | 98178 | PC | CAPITAL CAMPAIGN | $800,000 |
| DOG TAG BUDDIES | ||||||
| PO BOX 250 | SHEPHERD | MT | 59079 | PC | VETERAN CANINE PROGRAM | $100,000 |
| FARESTART | ||||||
| PO BOX 85495 | SEATTLE | WA | 98101 | PC | FOOD PATHWAYS/JOB READINESS | $350,000 |
| HOMES FOR OUR TROOPS | ||||||
| 6 MAIN STREET | TAUNTON | MA | 02780 | PC | ADAPTIVE HOME | $500,000 |
| IMPACT MONTANA | ||||||
| PO BOX 6061 | HELENA | MT | 59604 | PC | COMMUNITY PLATFORM | $18,000 |
| MAKE A WISH ALASKA & WASHINGTON | ||||||
| 811 FIRST AVE SUITE 620 | SEATTLE | WA | 98104 | PC | 10 WASHINGTON WISHES | $100,000 |
| NEXT CHAPTER FOUNDATION | ||||||
| 7029 PACIFIC AVE | TACOMA | WA | 98419 | PC | CASE MANAGER SALARY | $121,500 |
| NW SCHOOL FOR DEAF & HARD OF HEARING | ||||||
| PO BOX 33666 | SEATTLE | WA | 98133 | PC | BIRTH TO THREE PROGRAM | $306,000 |
| SEATTLE POLICE FOUNDATION | ||||||
| PO BOX 456 | SEATTLE | WA | 98111 | PC | VICTIM SUPPORT SERVICES | $60,000 |
| SEATTLE'S UNION GOSPEL MISSION | ||||||
| PO BOX 202 | SEATTLE | WA | 98111 | PC | COVINGTON WOMEN'S SHELTER | $900,000 |
| SUMMER SEARCH | ||||||
| 635 ANDOVER PARK W | TUKWILA | WA | 98188 | PC | POST-SECONDARY/CAREER EXPLORATION | $84,000 |
| TREEHOUSE | ||||||
| 2100 24TH AVE S | SEATTLE | WA | 98144 | PC | LAUNCH SUCCESS PROGRAM | $200,000 |
| UPLIFT NORTHWEST | ||||||
| 2515 WESTERN AVE | SEATTLE | WA | 98121 | PC | CAPITAL CAMPAIGN | $800,000 |
| VALLEY GIRLS & GUYS | ||||||
| 27034 SE KENT KANGLEY RD | RAVENSDALE | WA | 98051 | PC | 8 WHO DREAMS | $40,000 |
| VINE MAPLE PLACE | ||||||
| PO BOX 1092 | MAPLE VALLEY | WA | 98038 | PC | CHILD MENTAL HEALTH SPECIALIST | $220,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $5,309,500 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $2,229 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $2,038,585 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | $9,088 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,659,115 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Business | 901101 | BusinessCd |
| Unrelated Business Taxbl Incm | -$6,280 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,280 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $5,037 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $3,703,980 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $3,709,017 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JOHN & KATHERINE HARNISH | |||||||
| 1 | 494 OVERLAKE DRIVE E | MEDINA | WA | 98039 | $13,123,331 | Yes (X) | Yes (X) |
| HARNISH GROUP INC | |||||||
| 2 | 17035 W VALLEY HWY | TUKWILA | WA | 98188 | $1,250,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | PUBLICLY TRADED SECURITIES | NoncashPropertyDesc |
| Fair Market Value | $1,823,331 | FairMarketValueAmt |
| Received | 2024-02-12 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING FEES | CategoryTxt |
| Amt | $18,700 | Amt |
| Net Investment Income | $5,610 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $9,350 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (60 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC | $127,589 | $127,589 |
| ADOBE INC | $113,393 | $113,393 |
| ALPHABET INC. | $234,051 | $234,051 |
| AMAZON.COM INC | $331,498 | $331,498 |
| AMGEN INC. | $90,442 | $90,442 |
| APPLE INC | $561,942 | $561,942 |
| APPLIED MATERIALS | $149,294 | $149,294 |
| AT&T INC | $56,743 | $56,743 |
| BLACKROCK INC | $74,833 | $74,833 |
| BRISTOL-MYERS SQUIBB | $70,530 | $70,530 |
| BROADCOM INC | $91,345 | $91,345 |
| CHARLES SCHWAB CORP | $86,518 | $86,518 |
| CHEVRON CORP | $139,046 | $139,046 |
| CHUBB LTD F | $104,994 | $104,994 |
| CISCO SYSTEMS INC | $98,509 | $98,509 |
| COSTCO WHOLESALE CO | $81,548 | $81,548 |
| EMERSON ELECTRIC CO | $77,952 | $77,952 |
| GALLAGHER ARTHUR J & CO | $52,512 | $52,512 |
| GOLDMAN SACHS GROUP | $169,496 | $169,496 |
| HOME DEPOT INC | $120,976 | $120,976 |
| HONEYWELL INTL INC | $119,270 | $119,270 |
| INTUIT INC | $104,960 | $104,960 |
| INVESCO NASDAQ 100 ETF | $2,719,634 | $2,719,634 |
| JOHNSON & JOHNSON | $138,980 | $138,980 |
| JPMORGAN CHASE & CO | $139,032 | $139,032 |
| LILLY ELI & CO | $131,240 | $131,240 |
| MASTERCARD INC | $65,821 | $65,821 |
| MCDONALDS CORP | $64,935 | $64,935 |
| MEDTRONIC PLC F | $113,190 | $113,190 |
| MERCK & CO. INC. | $132,905 | $132,905 |
| MICROSOFT CORP | $582,513 | $582,513 |
| NETFLIX INC | $88,241 | $88,241 |
| NORTHROP GRUMMAN CO | $80,249 | $80,249 |
| NOVO-NORDISK A S F | $30,451 | $30,451 |
| NVIDIA CORP | $174,577 | $174,577 |
| PEPSICO INC | $80,440 | $80,440 |
| PFIZER INC | $93,334 | $93,334 |
| PROCTER & GAMBLE | $104,446 | $104,446 |
| ROCKWELL AUTOMATION INC | $67,161 | $67,161 |
| SALESFORCE INC | $161,481 | $161,481 |
| SCHWAB FUNDAMENTAL INTL SMALL CO INDEX | $4,314,890 | $4,314,890 |
| SCHWAB S&P 500 INDEX FD | $8,896,984 | $8,896,984 |
| SERVICE NOW INC | $76,329 | $76,329 |
| SPDR S&P 500 ETF IV | $2,851,923 | $2,851,923 |
| STRYKER CORP | $114,496 | $114,496 |
| SYNOPSYS INC | $84,938 | $84,938 |
| THERMO FISHER SCNTFC | $82,196 | $82,196 |
| TRAVELERS COMPANIES | $128,876 | $128,876 |
| UBER TECHNOLOGIES INC | $51,634 | $51,634 |
| VANGUARD EMERG MKTS STK INDEX FD ADM | $4,589,267 | $4,589,267 |
| VANGUARD FTSE ALL WORL EX US INDEX ADM | $8,556,226 | $8,556,226 |
| VANGUARD FTSE ALL WORLD | $1,250,332 | $1,250,332 |
| VANGUARD GROWTH ETF | $2,934,904 | $2,934,904 |
| VANGUARD GROWTH INDEX FD ADMIRAL SHARE | $9,335,201 | $9,335,201 |
| VANGUARD S&P MID CAP 400 | $2,762,663 | $2,762,663 |
| VANGUARD SMALL CAP ETF | $943,400 | $943,400 |
| VANGUARD SMALL CAP INDEX FD ADMIRAL SHRS | $10,436,386 | $10,436,386 |
| VANGUARD VALUE ETF | $2,858,298 | $2,858,298 |
| VANGUARD VALUE INDEX ADMIRAL SHRS | $8,496,792 | $8,496,792 |
| VISA INC | $112,194 | $112,194 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $14,806,625 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $14,806,625 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| BLACKSTONE ALTERNATIVES SOLUTION 2016 TRUST | FMV | $271,543 | $271,543 |
| BLACKSTONE ALTERNATIVES SOLUTION V L.P. | FMV | $212,932 | $212,932 |
| CARLYLE AIP SECONDARIES ACCESS VII L.P. | FMV | $152,464 | $152,464 |
| CARLYLE INTERNATIONAL ENERGY TRUST | FMV | $166,878 | $166,878 |
| KKR GLOBAL SPECIAL SITUATIONS II TRUST | FMV | $140,417 | $140,417 |
| SCP VI TURNAROUND | FMV | $128,740 | $128,740 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BUSINESS EXPENSES | Desc |
| Revenue And Expenses Per Books | $2,214 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $2,214 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Net Investment Income | $8,828 | NetInvestmentIncomeAmt |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED GAIN/LOSS | Desc |
| Amt | $6,896,547 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| ADVISOR FEES | $27,239 | $27,239 | $0 | $0 |
| PASSTHROUGH INVESTMENTS EXPENSES | $0 | $32,628 | $0 | $0 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| TAXES | $53,727 | $0 | $0 | $0 |
| FOREIGN TAXES | $63,095 | $63,055 | $0 | $0 |
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