Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
HARNISH FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)17035 W VALLEY HWY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TUKWILA, WA98188
A Employer identification number

38-3730146
B Telephone number (see instructions)

(425) 251-9800
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$79,455,799J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 13,402,029
2 Check right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,654,496 1,731,899  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,176,705
b Gross sales price for all assets on line 6a 16,447,092
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
0 6,624  
12 Total. Add lines 1 through 11........ 13,879,820 1,738,523 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
6,000 1,800 0 3,000
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
22,892 79,661 0 0
17 Interest............... 22,541 22,541 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
82,848 38,930 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,354 0 0 1,354
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
2,141 0 0 2,141
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 137,776 142,932 0 6,495
25 Contributions, gifts, grants paid....... 4,159,849 4,159,849
26 Total expenses and disbursements. Add lines 24 and 25 4,297,625 142,932 0 4,166,344
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,582,195
b Net investment income (if negative, enter -0-) 1,595,591
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 11,247,529 8,818,562 8,818,562
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,879,375 Click to see attachment
List of Attached Documents:
// Content
17,986,180 		17,986,180
b Investments—corporate stock (attach schedule)....... 40,309,289 Click to see attachment
List of Attached Documents:
// Content
49,742,840 		49,742,840
c Investments—corporate bonds (attach schedule)....... 4,713,908 0 0
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,954,803 Click to see attachment
List of Attached Documents:
// Content
2,908,217 		2,908,217
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 61,104,904 79,455,799 79,455,799
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 61,104,904 79,455,799
29 Total net assets or fund balances (see instructions)..... 61,104,904 79,455,799
30 Total liabilities and net assets/fund balances (see instructions). 61,104,904 79,455,799
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
61,104,904
2
Enter amount from Part I, line 27a .....................
2
9,582,195
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,768,700
4
Add lines 1, 2, and 3 ..........................
4
79,455,799
5
Decreases not included in line 2 (itemize) right arrow
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
79,455,799
Form 990-PF (2023)
Form 990-PF (2023)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b ALTERNATIVE INVESTMENTS P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 16,447,054   17,623,797 -1,176,743
b     47,143 -47,143
c 38     38
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -1,176,743
b       -47,143
c       38
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 -1,223,848
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 22,179
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 22,179
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,179
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 34,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 59,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 230
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 36,591
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow36,591 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
round bullet By language in the governing instrument, or
round bullet By state legislation that effectively amends the governing instrument so that no mandatory directions
that conflict with the state law remain in the governing instrument? ................
6
 
No
7
Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
and Part XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowWA
b
If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
8b
Yes
 
9
Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
or 4942(j)(5) for calendar year 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
9
 
No
10
Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
and addresses. ...............................
10
 
No
11
At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
11
 
No
12
Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
advisory privileges? If "Yes," attach statement. See instructions.................
12
 
No
13
Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
13
Yes
 
Website addressright arrowN/A
14
The books are in care ofright arrowJENNIFER HARNISH Telephone no.right arrow (425) 251-9800

Located atright arrow17035 W VALLEY HWYTUKWILAWA ZIP+4right arrow98188
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, did the foundation have an interest in or a signature or other authority over YesNo
a bank, securities, or other financial account in a foreign country? .................
16   No
See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required
File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
Yes
No
1a
During the year did the foundation (either directly or indirectly):
(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
Yes
 
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
No
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
that were not corrected before the first day of the tax year beginning in 2023? .............
1d
 
No
2
Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
a
At the end of tax year 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 20, 20, 20
b
Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
to all years listed, answer "No" and attach statement—see instructions.) ..............
2b
 
 
c
If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
right arrow20, 20, 20, 20
3a
Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
any time during the year? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 as a result of (1) any purchase by the foundation
or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
if the foundation had excess business holdings in 2023.) .....................
3b
 
 
4a
Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
4a
 
No
b
Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-B
Statements Regarding Activities for Which Form 4720 May Be Required (continued)
5a
During the year did the foundation pay or incur any amount to:
Yes
No
(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
b
If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
5b
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
tax because it maintained expenditure responsibility for the grant? .................
5d
 
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d).
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
b
Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
6b
 
No
If "Yes" to 6b, file Form 8870.
7a
At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
7a
 
No
b
If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
7b
 
 
8
Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
excess parachute payment during the year? .........................
8
 
No
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors
1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
(a) Name and address (b) Title, and average
hours per week
devoted to position 		(c) Compensation
 (If not paid, enter
-0-) 		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
other allowances
JOHN J HARNISH CHAIRMAN
1.00 		0 0 0
17035 WEST VALLEY HWY
TUKWILA,WA98188
JENNIFER C HARNISH PRESIDENT
12.00 		0 0 0
17035 WEST VALLEY HWY
TUKWILA,WA98188
KATHERINE A HARNISH VP/DIRECTOR
1.00 		0 0 0
17035 WEST VALLEY HWY
TUKWILA,WA98188
JOHN W HARNISH DIRECTOR
1.00 		0 0 0
17035 WEST VALLEY HWY
TUKWILA,WA98188
TROY HICKEY DIRECTOR
1.00 		0 0 0
17035 WEST VALLEY HWY
TUKWILA,WA98188
EWELINA HICKEY DIRECTOR
1.00 		0 0 0
17035 WEST VALLEY HWY
TUKWILA,WA98188
ELENA HARNISH DIRECTOR
1.00 		0 0 0
17035 WEST VALLEY HWY
TUKWILA,WA98188
BRIAN HEEB DIRECTOR
1.00 		0 0 0
17035 WEST VALLEY HWY
TUKWILA,WA98188
DEAN BLACKFORD DIRECTOR
1.00 		0 0 0
17035 WEST VALLEY HWY
TUKWILA,WA98188
2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
(a) Name and address of each employee paid more than $50,000 (b) Title, and average
hours per week
devoted to position 		(c) Compensation (d) Contributions to
employee benefit
plans and deferred
compensation 		(e) Expense account,
other allowances
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)
3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
NONE
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-A
Summary of Direct Charitable Activities
List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
1  
2  
3  
4  
Part VIII-B
Summary of Program-Related Investments (see instructions)
Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
1  
2  
All other program-related investments. See instructions.
3  
Total. Add lines 1 through 3.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
1
Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
purposes:
a
Average monthly fair market value of securities...................
1a
58,355,389
b
Average of monthly cash balances.......................
1b
8,506,788
c
Fair market value of all other assets (see instructions)................
1c
2,909,559
d
Total (add lines 1a, b, and c).........................
1d
69,771,736
e
Reduction claimed for blockage or other factors reported on lines 1a and
1c (attach detailed explanation) .............
1e
0
2
Acquisition indebtedness applicable to line 1 assets..................
2
0
3
Subtract line 2 from line 1d.........................
3
69,771,736
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,046,576
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
68,725,160
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,436,258
Part X
Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
1
Minimum investment return from Part IX, line 6..................
1
3,436,258
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
22,179
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
2,808
c
Add lines 2a and 2b............................
2c
24,987
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,411,271
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,411,271
6
Deduction from distributable amount (see instructions).................
6
0
7
Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
7
3,411,271
Part XI
Qualifying Distributions (see instructions)
1
Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
a
Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
1a
4,166,344
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
4,166,344
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,411,271
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 324,641
b From 2019...... 355,700
c From 2020...... 1,304,890
d From 2021...... 1,321,751
e From 2022......  
f Total of lines 3a through e ........ 3,306,982
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 4,166,344
a Applied to 2022, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2023 distributable amount..... 3,411,271
e Remaining amount distributed out of corpus 755,073
5 Excess distributions carryover applied to 2023. 0 0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6Enter the net total of each column as
indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 4,062,055
b Prior years’ undistributed income. Subtract
line 4b from line 2b .......... 		0
c Enter the amount of prior years’ undistributed
income for which a notice of deficiency has
been issued, or on which the section 4942(a)
tax has been previously assessed...... 		0
d Subtract line 6c from line 6b. Taxable amount
—see instructions ........... 		0
e Undistributed income for 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2018 not
applied on line 5 or line 7 (see instructions) ... 		324,641
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		3,737,414
10 Analysis of line 9:
a Excess from 2019.... 355,700
b Excess from 2020.... 1,304,890
c Excess from 2021.... 1,321,751
d Excess from 2022....  
e Excess from 2023.... 755,073
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-A, question 9)
1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2023, enter the date of the ruling ...... right arrow
 
b Check box to indicate whether the organization is a private operating foundation described in section or
2a Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
line 4 for each year listed ..... 		         
d Amounts included in line 2c not used directly
for active conduct of exempt activities .......... 		         
e Qualifying distributions made directly
for active conduct of exempt activities.
Subtract line 2d from line 2c .... 		         
3 Complete 3a, b, or c for the
alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......          
(2) Value of assets qualifying
under section 4942(j)(3)(B)(i)		          
b “Endowment" alternative test— enter 2/3
of minimum investment return shown in
Part IX, line 6 for each year listed .. 		         
c “Support" alternative test—enter:
(1) Total support other than gross
investment income (interest,
dividends, rents, payments
on securities loans (section
512(a)(5)), or royalties) .... 		         
(2) Support from general public
and 5 or more exempt
organizations as provided in
section 4942(j)(3)(B)(iii).... 		         
(3) Largest amount of support
from an exempt organization		          
(4) Gross investment income          
Part XIV
Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)
1Information Regarding Foundation Managers:
aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
JOHN J HARNISH
JENNIFER C HARNISH
KATHERINE A HARNISH
bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
Supplementary Information (continued)
3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient If recipient is an individual,
show any relationship to
any foundation manager
or substantial contributor
 Foundation
status of
recipient 		Purpose of grant or
contribution 		Amount
Name and address (home or business)
aPaid during the year

ADAPTIVE PERFORMANCE CENTER

1420 BROADWATER AVE
BILLINGS,MT59102 		  PC FACILITY IN HELENA, MT 200,000

BAYSIDE HOUSING AND SERVICES

PO BOX 927
PORT HADLOCK,WA98339 		  PC COMPUTER LABS 8,442

BIG SKY BRAVERY

215 QUAIL RUN UNIT A
BOZEMAN,MT59718 		  PC FAMILY & ALUMNI PROGRAMS 30,407

CANCER LIFELINE

6522 FREMONT AVE N
SEATTLE,WA98103 		  PC NO-COST COUNSELING PROGRAM 50,000

EAGLEMOUNT BOZEMAN

6901 GOLDENSTEIN LANE
BOZEMAN,MT59715 		  PC BIG SKY KIDS PROGRAM 100,000

EASTSIDE ACADEMY

1717 BELLEVUE WAY NE
BELLEVUE,WA98004 		  PC RENEW HOUSING PROGRAM 230,000

EILEEN & CALLIE'S PLACE

PO BOX 401
KENT,WA98305 		  PC MENTOR COORDINATOR SALARY 20,000

ELIZABETH GREGORY HOME

1604 NE 50TH STREET
SEATTLE,WA98105 		  PC CASE MANAGEMENT, SAVINGS MATCH, AND CAREER SUPPORT 25,000

FAMILY LAW CASA

16300 CHRISTENSEN ROAD SUITE 306
TUKWILA,WA98188 		  PC ADVOCATE SUPERVISOR SALARY 50,000

FAMILY PROMISE OF GALLATIN VALLEY

1603 TSCHACHE LANE
BOZEMAN,MT59718 		  PC JOURNEY HOME CAMPUS 125,000

FAMILY PROMISE YELLOWSTONE

10 SOUTH 26TH STREET
BILLINGS,MT59101 		  PC HOPE IS HOPE CAMPAIGN 200,000

FARESTART

700 VIRGINIA ST
SEATTLE,WA98101 		  PC PROGRAM SUPPORT 100,000

FOSTERFUL

101 E 8TH STREET SUITE 270
VANCOUVER,WA98660 		  PC SIDEKICKS PROGRAM 50,000

FRIENDS OF CHILDREN

PO BOX 18886
SEATTLE,WA98118 		  PC TEEN PROGRAM MANAGER SALARY 100,000

HABITAT FOR HUMANITY SEATTLE-KING COUNTY

500 NACHES AVE SW 200
RENTON,WA98057 		  PC VETERAN FAMILY HOME 250,000

HORSES SPIRITS HEALING

7256 HWY 3
BILLINGS,MT59106 		  PC 100 EQUINE ASSISTED SERVICE SESSIONS 10,000

IMPACT MONTANA

PO BOX 6061
HELENA,MT59604 		  PC COMMUNITY ENGAGEMENT PLATFORM 19,000

LOVE AND SONSHINE MINISTRIES

5424 STREAM STONE AVE
BILLINGS,MT59106 		  PC CAPITAL CAMPAIGN FOR NEW PROPERTY, SALARIES FOR HOUSE MANAGER & CASE MANAGER 180,000

MAKE A WISH ALASKA & WASHINGTON

811 FIRST AVE SUITE 620
SEATTLE,WA98104 		  PC SUPPORT FOR 5 "WISHES" 50,000

MONTANA RESCUE MISSION

2902 MINNESOTA AVE
BILLINGS,MT59101 		  PC HARNISH VOCATIONAL LEARNING CENTER, UNIFIED CAMPUS OF MONTANA RESCUE MISSION 650,000

MY HOUSE MAT SU

300 NORTH WILLOW STREET
WASILLA,AK99654 		  PC REDEMPTION PROGRAM 50,000

NEXT CHAPTER FOUNDATION

PO BOX 8395
TACOMA,WA98419 		  PC CLIENT SERVICES IN PIERCE COUNTY 20,000

NO MORE UNDER

1100 BELLEVUE WAY NE STE 8A-563
BELLEVUE,WA98004 		  PC LEARN-TO-SWIM PROGRAM & STAFF SALARY 75,000

NW SCHOOL FOR DEAF AND HARD-OF-HEARING CHILDREN

PO BOX 33666
SHORELINE,WA98133 		  PC EXTERNAL SCHOOL REMODEL, COMMUNICATIONS COACH SALARY 215,000

OLIVE CREST

2130 E 4TH STREET
SANTA ANA,CA98004 		  PC TRANSITIONAL HOUSING BREMERTON 50,000

OPERATION HOMEFRONT

17319 SAN PEDRO AVE SUITE 505
SAN ANTONIO,TX78232 		  PC CRITICAL FINANCIAL ASSITANCE PROGRAM 10,000

PROJECT HEALING WATERS

PO BOX 695
LA PLATA,MD20646 		  PC FISHING EVENTS IN ALASKA 50,000

RAINIER SCHOLARS

2100 24TH AVE S STE 360
SEATTLE,WA98114 		  PC STUDENT SPONSORS 175,000

RECOVERY CAFE

2022 BOREN AVENUE
SEATTLE,WA98121 		  PC RAISE PADDLE MATCH - SEPT FUNDRAISER 100,000

SEATTLE POLICE FOUNDATION

610 5TH AVE
SEATTLE,WA98104 		  PC CRIME VICTIM CARE 25,000

SEMPER FI & AMERICA'S FUND

825 COLLEGE BLVD SUITE 102 PMB 6
OCEANSIDE,CA92057 		  PC VETERANS IN WASHINGTON 25,000

SIBLING STRONG

PO BOX 1002
PORT ORCHARD,WA98366 		  PC COUNSELOR IN TRAINING PROGRAM & PIERCE AND KING COUNTY OPERATIONS 40,000

SUMMER SEARCH

304 12TH STREET SUITE 4A
OAKLAND,CA94607 		  PC HIGH SCHOOL MENTORING & POST-SECONDARY AND TRANSITION PROGRAMS 60,000

SUMMIT COMMUNITY CENTER

4605 88TH AVE SE
MERCER ISLAND,WA98040 		  PC VOCATIONAL EXPLORATION PROGRAM 250,000

THE COMMIT FOUNDATION

280 W KAY BLVD SUITE D 313
BOZEMAN,MT59715 		  PC 2-DAY TRANSITION MENTORING WORKSHOP 30,000

UPLIFT NORTHWEST

2515 WESTERN AVE
SEATTLE,WA98121 		  PC STEP PROGRAM 100,000

VETERANS NAVIGATION NETWORK

1946 TONI DRIVE
BILLINGS,MT59105 		  PC EXECUTIVE DIRECTOR POSITION 25,000

VETERANS RITES

2602 S 38TH ST UNIT A-134
TACOMA,WA98409 		  PC DEVELOPMENT DIRECTOR 50,000

VINE MAPLE PLACE

PO BOX 1092
MAPLE VALLEY,WA98038 		  PC STABLE FAMILIES/CHILDREN & YOUTH 50,000

VISION HOUSE

PO BOX 2951
RENTON,WA98056 		  PC SHORELINE DIVERSION CENTER, REPLACEMENT TOOLS 262,000

WARRIORS AND QUIET WATERS

351 EVERGREEN DR STE A
BOZEMAN,MT59715 		  PC ALUMNI ENGAGEMENT PROGRAM 50,000
Total .................................right arrow 3a 4,159,849
bApproved for future payment

CLDI
PO BOX 3381
BILLINGS,MT59103 		  PC HANNAH HOUSE PROJECT RENOVATION 150,000

EAGLE MOUNT BOZEMAN
6902 GOLDENSTEIN LANE
BOZEMAN,MT59715 		  PC WINTER YAR/BEREAVEMENT RETREAT 150,000

EASTSIDE ACADEMY
PO BOX 22922
BILLINGS,MT59104 		  PC NEW HOUSING STAFF SALARIES 460,000

FAMILY LAW CASA
16300 CHRISTENSEN ROAD SUITE 306
TUKWILA,WA98188 		  PC ADVOCATE SUPERVISOR SALARY 100,000

FRIENDS OF CHILDREN
PO BOX 18886
SEATTLE,WA98118 		  PC TEEN PROGRAM MANAGER/K5 PROFESSIONAL MENTOR SALARIES 200,000

HABITAT FOR HUMANITY - SEATTLEKING COUNTY
500 NACHES AVE SW STE 200
RENTON,WA98057 		  PC NEW VETERAN'S HOME BUILD 500,000

LOVE AND SONSHINE
PO BOX 23174
BILLINGS,MT59104 		  PC HOUSE/CASE MANAGER SALARIES 160,000

MAKE A WISH AK & WA
811 FIRST AVE SUITE 620
SEATTLE,WA98104 		  PC ADOPT A WISH FOR 10 CHILDREN IN AK 100,000

RAINIER SCHOLARS
100 ANDOVER PARK W STE 150-266
TUKWILA,WA98188 		  PC (7) 6TH - 8TH GRADE STUDENT SPONSORSHIPS 100,000

SIBLING STRONG
PO BOX 1002
PORT ORCHARD,WA98366 		  PC 4 EVENTS, COUNSELOR IN TRAINING PROGRAM, GENERAL OPERATIONS 117,500

VETERANS NAVIGATION NETWORK
2173 OVERLAND AVE
BILLINGS,MT59102 		  PC EXECUTIVE DIRECTOR SALARY 50,000
Total ................................. right arrow 3b 2,087,500
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		         
4 Dividends and interest from securities .... 901101 2,350 14 1,652,146  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		901101 4,826 18 -1,181,531  
9 Net income or (loss) from special events:          
10 Gross profit or (loss) from sales of inventory          
11 Other revenue:
aALTERNATIVE INVESTMENTS 		901101 9,739 14 -9,739  
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) .. 16,915 460,876 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
477,791
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
DownArrow 		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
1
Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
Yes
No
a
Transfers from the reporting foundation to a noncharitable exempt organization of:
(1) Cash...................................
1a(1)
 
No
(2) Other assets.................................
1a(2)
 
No
b
Other transactions:
(1) Sales of assets to a noncharitable exempt organization....................
1b(1)
 
No
(2) Purchases of assets from a noncharitable exempt organization..................
1b(2)
 
No
(3) Rental of facilities, equipment, or other assets.......................
1b(3)
 
No
(4) Reimbursement arrangements...........................
1b(4)
 
No
(5) Loans or loan guarantees.............................
1b(5)
 
No
(6) Performance of services or membership or fundraising solicitations................
1b(6)
 
No
c
Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
1c
 
No
d
If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
(a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
2a
Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
b
If "Yes," complete the following schedule.

(a) Name of organization (b) Type of organization (c) Description of relationship
Sign Here
Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
HARNISH FOUNDATION
 
Employer identification number

38-3730146
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
HARNISH FOUNDATION
  		Employer identification number
38-3730146
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
JOHN & KATHERINE HARNISH
 
494 OVERLAKE DRIVE E
 
MEDINA, WA98039

$ 12,077,029


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
HARNISH GROUP INC
 
17035 W VALLEY HWY
 
TUKWILA, WA98188

$ 1,325,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
HARNISH FOUNDATION
  		Employer identification number

38-3730146
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
1
 PUBLICLY TRADED SECURITIES $ 477,029 2023-09-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
HARNISH FOUNDATION
  		Employer identification number

38-3730146
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
HARNISH FOUNDATION
EIN:
38-3730146
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 6,000 1,800 0 3,000

TY 2023 InvestmentsCorpStockSchedule
Name:
HARNISH FOUNDATION
EIN:
38-3730146
Name of Stock End of Year Book Value End of Year Fair Market Value
ABBVIE INC 59,354 59,354
ADOBE INC 121,110 121,110
ALPHABET INC. 118,240 118,240
AMAZON.COM INC 198,434 198,434
AMGEN INC. 61,060 61,060
APPLE INC 288,217 288,217
APPLIED MATERIALS 92,056 92,056
ARTHUR J GALLAGHER&C 42,726 42,726
BLACKROCK INC 43,025 43,025
BRISTOL-MYERS SQUIBB 21,396 21,396
CHEVRON CORP 62,647 62,647
CHUBB LTD F 48,590 48,590
CISCO SYSTEMS INC 35,010 35,010
COSTCO WHOLESALE CO 51,486 51,486
EMERSON ELECTRIC CO 36,888 36,888
GLOBAL PAYMENTS INC 39,370 39,370
GOLDMAN SACHS GROUP 57,866 57,866
HOME DEPOT INC 55,795 55,795
HONEYWELL INTL INC 57,461 57,461
INTUIT INC 88,754 88,754
JOHNSON & JOHNSON 55,956 55,956
JPMORGAN CHASE & CO 66,339 66,339
MASTERCARD INC 31,988 31,988
MCDONALDS CORP 32,320 32,320
MEDTRONIC PLC F 52,064 52,064
MERCK & CO. INC. 53,529 53,529
MICROSOFT CORP 324,899 324,899
NETFLIX INC 32,621 32,621
NORTHROP GRUMMAN CO 51,964 51,964
NVIDIA CORP 61,903 61,903
PEPSICO INC 39,743 39,743
PFIZER INC 32,187 32,187
PROCTER & GAMBLE 43,376 43,376
SALESFORCE INC 75,784 75,784
SERVICE NOW INC 40,270 40,270
STARBUCKS CORP 42,052 42,052
STRYKER CORP 72,769 72,769
SYNOPSYS INC 51,491 51,491
THERMO FISHER SCNTFC 33,440 33,440
TRAVELERS COMPANIES 61,909 61,909
VISA INC 70,295 70,295
WALT DISNEY CO 36,206 36,206
CHARLES SCHWAB CORP 49,123 49,123
CONOCOPHILLIPS 28,901 28,901
LILLY ELI & CO 47,799 47,799
SCHWAB FUNDAMENTAL INTL SMALL CO INDEX 4,131,198 4,131,198
SCHWAB S&P 500 INDEX FD 6,981,240 6,981,240
VANGUARD EMERG MKTS STK INDEX FD ADM 3,859,118 3,859,118
VANGUARD FTSE ALL WORL EX US INDEX ADM 7,728,010 7,728,010
VANGUARD GROWTH INDEX FD ADMIRAL SHARE 7,037,286 7,037,286
VANGUARD SMALL CAP INDEX FD ADMIRAL SHRS 9,764,012 9,764,012
VANGUARD VALUE INDEX ADMIRAL SHRS 7,173,563 7,173,563

TY 2023 InvestmentsGovtObligationsSch
Name:
HARNISH FOUNDATION
EIN:
38-3730146
US Government Securities - End of Year Book Value:

17,986,180
US Government Securities - End of Year Fair Market Value:

17,986,180
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
HARNISH FOUNDATION
EIN:
38-3730146
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
BLACKSTONE ALTERNATIVES SOLUTION 2016 TRUST FMV 283,088 283,088
BLACKSTONE ALTERNATIVES SOLUTION V L.P. FMV 236,011 236,011
CARLYLE AIP SECONDARIES ACCESS VII L.P. FMV 138,955 138,955
CARLYLE INTERNATIONAL ENERGY TRUST FMV 239,219 239,219
KKR GLOBAL SPECIAL SITUATIONS II TRUST FMV 193,290 193,290
MACKAY MUNICIPAL OPPORTUNITIES ALLOCATION FUND B LP FMV 1,198,563 1,198,563
PARTNERS GROUP FMV 486,719 486,719
SCP VI TURNAROUND FMV 132,372 132,372

TY 2023 OtherExpensesSchedule
Name:
HARNISH FOUNDATION
EIN:
38-3730146
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVERTISING 955 0 0 955
BUSINESS EXPENSES 1,186 0 0 1,186


TY 2023 OtherIncomeSchedule2
Name:
HARNISH FOUNDATION
EIN:
38-3730146
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
ALTERNATIVE INVESTMENTS   6,624  


TY 2023 OtherIncreasesSchedule
Name:
HARNISH FOUNDATION
EIN:
38-3730146
Description Amount
UNREALIZED GAIN/LOSS 8,768,700


TY 2023 OtherProfessionalFeesSchedule
Name:
HARNISH FOUNDATION
EIN:
38-3730146
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ADVISOR FEES 22,892 22,892 0 0
PASSTHROUGH INVESTMENT EXPENSES 0 56,769 0 0


TY 2023 TaxesSchedule
Name:
HARNISH FOUNDATION
EIN:
38-3730146
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES 43,665 0 0 0
FOREIGN TAXES 39,183 38,930 0 0