WILLIAM F HARNISCH FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WILLIAM F HARNISCH FOUNDATION INC (EIN 11-3353576)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-11-09
- IRS object ID
- 201523139349100012
- Schema version
- 2014v5.0
- 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
- Expenditure Responsibility Stmt
- Investments Corp Stock Schedule
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-11-09T09:37:07-06:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | 2015-11-03 | 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 | 2015-11-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $6,858,682 | 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 | $25,278 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $25,278 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $320,559 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,104,795 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $320,559 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $345,837 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $345,837 | 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 | $7,135 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,567 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,568 | AccountingFeesChrtblPrpsAmt |
| Taxes Rev And Expnss | $15,028 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $13,695 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $13,695 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $35,858 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,567 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $17,263 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $402,995 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $402,995 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $438,853 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,567 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $420,258 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$93,016 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $342,270 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $318,174 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,216,917 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,216,917 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $5,483,443 | CorporateStockBOYAmt |
| Corporate Stock EOY | $3,491,684 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,641,765 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $5,801,617 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,708,601 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $6,858,682 | 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 | $5,801,617 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $5,708,601 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $5,801,617 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $5,708,601 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $5,801,617 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$93,016 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $5,708,601 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $5,708,601 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 23,000 SHS FLUOR CORP | P | 2014-02-28 | 2014-12-17 | $1,315,665 | $1,792,477 | -$476,812 | -$476,812 |
| 25,000 SHS TRINITY INDUSTRIES INC | P | 2014-02-28 | $1,787,176 | $957,440 | $829,736 | $829,736 | |
| 5,000 DYCOM INDUSTRIES INC | P | 2012-01-26 | 2014-08-14 | $143,911 | $106,985 | $36,926 | $36,926 |
| 15,000 SHS FLUOR CORP | P | 2014-12-17 | $858,043 | $927,334 | -$69,291 | -$69,291 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $320,559 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,095,509 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $7,551,019 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.145081 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $586,033 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $6,870,043 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.085303 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $273,292 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $6,951,465 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.039314 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $257,825 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $6,698,183 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.038492 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $183,999 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $6,825,643 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.026957 | DistributionYr5Rt |
| Total Distribution | 0.335147 | TotalDistributionRt |
| Average Distribution | 0.067029 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,330,358 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $558,376 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,423 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $561,799 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $420,258 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $6,845 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $6,845 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $6,845 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $8,400 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $6,000 | AppliedToEsTaxAmt |
| Total Payments And Credits | $14,400 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $7,555 | OverpaymentAmt |
| Applied To ES Tax | $7,555 | 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 350 PARK | NEW YORK | NY | 10022 | SECRETARY | 1.00 | $0 | $0 | $0 | AVENUE |
| RUTH ANN HARNISCH | |||||||||
| PO BOX 366 | EAST QUOGUE | NY | 11942 | DIRECTOR | 10.00 | $0 | $0 | $0 | |
| LAURA SCOTT | |||||||||
| C/O PECONIC PARTNERS 350 PARK | NEW YORK | NY | 10022 | DIRECTOR | 1.00 | $0 | $0 | $0 | AVENUE |
| 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 | $8,133,281 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $323,935 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,457,216 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,457,216 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $126,858 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,330,358 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $416,518 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $416,518 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $6,845 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $6,845 | TotalTaxAmt |
| Distributable Before Adj | $409,673 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $409,673 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $409,673 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $420,258 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $420,258 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $420,258 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $409,673 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr2 | $245,917 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $734,614 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $980,531 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $420,258 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $409,673 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $10,585 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $991,116 | 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 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $991,116 | ExcessDistriCyovToNextYrAmt |
| Excess From Year2 | $245,917 | ExcessFromYear2Amt |
| Excess From Year1 | $734,614 | ExcessFromYear1Amt |
| Excess From Current Year | $10,585 | 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 | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| AMERICAN MUSEUM OF NATURAL HISTORY | ||||||||
| CPW 79TH STREET | NEW YORK | NY | 10024 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,750 | |
| BARUCH COLLEGE FUND | ||||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PUBLIC | BARUCH TRIBUTE DINNER | $10,000 | |
| BARUCH COLLEGE FUND | ||||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PUBLIC | HARNISCH JOURNALISM SCHOLARS | $50,000 | |
| BARUCH COLLEGE FUND | ||||||||
| ONE BERNARD BARUCH WAY | NEW YORK | NY | 10010 | NONE | PUBLIC | IMG AWARD SCHOLARSHIP | $715 | |
| 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 | $1,000 | |
| EAST QUOGUE FIRE DEPARTMENT | ||||||||
| PO BOX 271 | EAST QUOGUE | NY | 11942 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $100 | |
| FRICK COLLECTION | ||||||||
| 1 EAST 70TH STREET | NEW YORK | NY | 10021 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,200 | |
| FRIST CENTER FOR VISUAL ARTS | ||||||||
| 919 BROADWAY | NASHVILLE | TN | 37203 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,000 | |
| GROUP FOR THE EAST END | ||||||||
| PO BOX 1792 | SOUTHOLD | NY | 11971 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $5,000 | |
| GUGGENHEIM MUSEUM | ||||||||
| 1071 FIFTH AVENUE | NEW YORK | NY | 10128 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $250 | |
| HAMPTON BAYS BEAUTIFICATION ASSOCIATION | ||||||||
| PO BOX 682 | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $35 | |
| HAMPTON BAYS FIRE COMPANY | ||||||||
| 69 WEST MONTAUK HWY | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $1,000 | |
| HAMPTON BAYS HISTORICAL PRESERVATION SOCIETY | ||||||||
| 140 W MONTAUK HWY | HAMPTON BAYS | NY | 11946 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $100 | |
| HARNISCH FAMILY FOUNDATION | ||||||||
| 350 PARK AVENUE 30TH FLOOR | NEW YORK | NY | 10022 | NONE | PRIVATE FOUNDATION | SUNDANCE INSTITUTE NYC BENEFIT | $15,000 | |
| HARNISCH FAMILY FOUNDATION | ||||||||
| 350 PARK AVENUE 30TH FLOOR | NEW YORK | NY | 10022 | NONE | PRIVATE FOUNDATION | SUNDANCE WOMEN FILMMAKERS | $65,000 | |
| HARNISCH FAMILY FOUNDATION | ||||||||
| 350 PARK AVENUE 30TH FLOOR | NEW YORK | NY | 10022 | NONE | PRIVATE FOUNDATION | BARUCH COLLEGE - TRUTH BE TOLD | $25,000 | |
| HARNISCH FAMILY FOUNDATION | ||||||||
| 350 PARK AVENUE 30TH FLOOR | NEW YORK | NY | 10022 | NONE | PRIVATE FOUNDATION | ATHENA FILM FESTIVAL | $35,000 | |
| HEALTHNETWORK FOUNDATION | ||||||||
| 33 RIVER STREET | CHAGRIN FALLS | OH | 44022 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $500 | |
| 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 | $1,000 | |
| NAMI | ||||||||
| 3803 N FAIRFAX DRIVE | ARLINGTON | VA | 22203 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $5,500 | |
| 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 | |
| RACHEL'S NETWORK | ||||||||
| 1200 18TH STREET NW SUITE 310 | WASHINGTON | DC | 20036 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $5,000 | |
| RAVENSCROFT SCHOOL | ||||||||
| 7409 FALLS OF NEUSE ROAD | RALEIGH | NC | 27615 | NONE | PUBLIC | FACULTY FUND | $2,000 | |
| SAGTIKOS MANOR HISTORICAL SOCIETY | ||||||||
| PO BOX 5344 | BAY SHORE | NY | 11706 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $100 | |
| SHE'S THE FIRST | ||||||||
| PO BOX 20483 | NEW YORK | NY | 10023 | NONE | PUBLIC | PERU SCHOLARSHIP | $5,000 | |
| SMITHTOWN FIRE DEPARTMENT COLLEGE FUND | ||||||||
| 100 ELM AVENUE | SMITHTOWN | NY | 11787 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $250 | |
| 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 | |
| SUSAN G KOMEN | ||||||||
| 5005 LBJ FREEWAY STE 250 | DALLAS | TX | 75244 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $250 | |
| THE SAPLING FOUNDATION | ||||||||
| 250 HUDSON STREET 1002 | NEW YORK | NY | 10013 | NONE | PRIVATE OPERATING FO | TED FELLOWS | $100,000 | |
| THE SWAN BALL - CHEEKWOOD | ||||||||
| 1200 FORREST PARK DRIVE PO BOX | NASHVILLE | TN | 37205 | NONE | PUBLIC | SWAN BALL | $1,000 | 50438 |
| TOURETTE SYNDROME ASSOCIATION | ||||||||
| 42-40 BELL BOULEVARD | BAYSIDE | NY | 11361 | NONE | PUBLIC | GENERAL OPERATIONS SUPPORT | $45 | |
| WHITNEY MUSEUM | ||||||||
| 945 MADISON AVENUE | NEW YORK | NY | 10021 | 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 | $402,995 | 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 | $25,278 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $320,559 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $345,837 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $345,837 | 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 | $7,135 | Amt |
| Net Investment Income | $3,567 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,568 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | GrantGrantDt | GrantGrantAmt | Purpose Of GrantPurposeOfGrantTxt | Dates Of Reports By GranteeDatesOfReportsByGranteeTxt | VerificationVerificationDt | Results Of VerificationResultsOfVerificationTxt |
|---|---|---|---|---|---|---|---|---|---|
| HARNISCH FAMILY FOUNDATION | |||||||||
| 350 PARK AVENUE 30TH FLOOR | NEW YORK | NY | 10022 | 2014-01-30 | $65,000 | EXPENSES FOR THE "WOMEN AT SUNDANCE" PROGRAM SUPPORT GENERAL PROGRAM OPERATIONS FOR THE SUNDANCE WOMEN FILMMAKERS INITIATIVE AND CREATING AND ADMINISTERING THE SUNDANCE INSTITUTE COACHING PROGRAM TO HELP EMERGING FEMALE ARTISTS. | 02/15/2014 | 2014-02-15 | THE WILLIAM F. HARNISCH FOUNDATION REVIEWED AND VERIFIED THE EXPENSE REPORT ON FEBRUARY 15, 2014. |
| HARNISCH FAMILY FOUNDATION | |||||||||
| 350 PARK AVENUE 30TH FLOOR | NEW YORK | NY | 10022 | 2014-01-30 | $25,000 | UNDERWRITING EXPENSES TO HOST TRUTH BE TOLD, AN EVENT HELD IN NYC ON JANUARY 30, 2014 AND SPONSORED BY THE HARNISCH COLLABORATIVE FUTURE OF JOURNALISM PROJECT FUND. THE HARNISCH JOURNALISM PROJECTS INCLUDE STRATEGIC INTERVENTIONS, EDUCATIONAL PROGRAMS, RESEARCH AND EXPERIMENTATION AIMED TO ADVANCE HIGH QUALITY JOURNALISM, SUPPORT PRESS FREEDOM AND NURTURE AN INFORMED, ACTIVELY ENGAGED PUBLIC. | 01/30/2014 | 2014-01-30 | THE WILLIAM F. HARNISCH FOUNDATION REVIEWED AND VERIFIED THE EXPENSE REPORT ON JANUARY 30, 2014. |
| HARNISCH FAMILY FOUNDATION | |||||||||
| 350 PARK AVENUE 30TH FLOOR | NEW YORK | NY | 10022 | 2014-03-13 | $35,000 | UNDERWRITING EXPENSES TO HOST A PANEL AT THE 2014 ATHENA FILM FESTIVAL HELD IN NYC FROM FEBRUARY 6-9, 2014. THE ATHENA FILM FESTIVAL CELEBRATES THE DIVERSITY OF WOMEN'S LEADERSHIP IN FEATURE FILMS, DOCUMENTARIES AND SHORTS. | 03/10/2014 | 2014-03-10 | THE WILLIAM F. HARNISCH FOUNDATION REVIEWED AND VERIFIED THE EXPENSE REPORT ON MARCH 10, 2014. |
| HARNISCH FAMILY FOUNDATION | |||||||||
| 350 PARK AVENUE 30TH FLOOR | NEW YORK | NY | 10022 | 2014-03-13 | $15,000 | SUPPORT FOR SUNDANCE INSTITUTE. THE SUNDANCE INSTITUTE PROVIDES AND PRESERVES THE SPACE FOR ARTISTS IN FILM, THEATRE, FILM COMPOSING, AND DIGITAL MEDIA TO CREATE AND THRIVE. | 02/25/2014 | 2014-02-25 | THE WILLIAM F. HARNISCH FOUNDATION REVIEWED AND VERIFIED THE EXPENSE REPORT ON FEBRUARY 25, 2014. |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (4 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 163,500 SHRS QUANTA SERVICES INC | $3,491,684 | $4,641,765 |
| 5,000 SHRS DYCOM INDUSTRIES INC | $0 | $0 |
| 15,000 SHRS FLUOR CORP | $0 | $0 |
| 25,000 SHRS TRINITY INDUSTRIES INC | $0 | $0 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $620 | $0 | $620 |
| CONSULTING | $13,075 | $0 | $13,075 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX | CategoryTxt |
| Amt | $15,028 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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