2026-03-31T14:12:54-05:00 2025-12-31 650129793 WILTSHIRE WHITLEY RICHARDSON ENGLISH PA 5249 SUMMERLIN COMMONS BLVD STE 100 FORT MYERS FL 33907 990PF 2025-01-01 300161415 HAFENER CHARITABLE FOUNDATION INC HAFE 5302680106 610 N YACHTSMAN DRIVE SANIBEL FL 339573912 STEVEN HAFENER DIRECTOR 5302680106 2026-03-18 1 BRAD A SHIPLEY CPA P01312989 2393349191 2025 2025-03-06 01:10:19Z X 2074448 X 216000 28087 28087 18887 1104968 18887 262974 46974 0 0 0 1600 800 800 192 88 0 1792 888 800 144700 144700 146492 888 145500 116482 46086 176400 111584 111584 1534069 1962864 1962864 1710469 2074448 2074448 0 0 X 0 0 300000 300000 1410469 1774448 1710469 2074448 1710469 2074448 1710469 116482 247497 2074448 0 2074448 PUBLICLY TRADED SECURITIES- DETAIL AVAILABLE UPON REQUEST P 2025-12-31 775270 830367 -55097 -55097 PUBLICLY TRADED SECURITIES- DETAIL AVAILABLE UPON REQUEST P 2025-12-31 329698 255714 73984 73984 18887 641 0 641 0 641 0 0 0 0 0 24 665 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A STEVEN HAFENER 5302680106 610 N YACHTSMAN SANIBEL FL 33957 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 STEVEN HAFENER 610 N YACHTSMAN SANIBEL FL 33957 DIRECTOR 2.00 0 0 0 LAUREL HAFENER 610 N YACHTSMAN SANIBEL FL 33957 DIRECTOR 1.00 0 0 0 JULIA WARE 2641 SANDOVER ROAD UPPER ARLINGTON OH 43220 DIRECTOR 0.00 0 0 0 JASON JAFENER 9208 ROCK WATER COURT MARVIN NC 28173 DIRECTOR 0.00 0 0 0 NONE 0 NONE 0 0 1684138 194707 0 1878845 0 0 1878845 28183 1850662 92533 92533 641 641 91892 0 91892 0 91892 145500 0 145500 91892 0 0 4650 6718 7019 18387 145500 0 0 0 91892 53608 0 0 71995 0 0 0 0 0 0 0 71995 4650 6718 7019 53608 X STEVEN HAFENER 610 N YACHTSMAN SANIBEL FL 33957 5302680106 STEVEHAFENER@AOL.COM N/A N/A N/A ABILITY PARTNERS FOUNDATION 3399 S WINSTON ROAD ROCHESTER NY 14623 N/A PC CHARITABLE NEEDS 5000 BAILEY-MATTHEWS NATIONAL SHELL MUSEUM PO BOX 1580 SANIBEL FL 33957 N/A PC CHARITABLE NEEDS 500 BAINBRIDGE ISLAND LAND TRUST PO BOX 10144 BAINBRIDGE ISLAND WA 98110 N/A PC CHARITABLE NEEDS 5000 BAINBRIDGE ISLAND PARKS AND TRAILS FOUNDATION PO BOX 11127 BAINBRIDGE ISLAND WA 98110 N/A PC CHARITABLE NEEDS 500 BAINBRIDGE ISLAND PICKLEBALL PO BOX 164 BAINBRIDGE ISLAND WA 98110 N/A PC CHARITABLE NEEDS 2000 BIG ARTS 900 DUNLOP RD SANIBEL FL 33957 N/A PC CHARITABLE NEEDS 500 BLOEDEL RESERVE 7571 NE DOLPHIN DRIVE BAINBRIDGE ISLAND WA 98110 N/A PC CHARITABLE NEEDS 500 CAPTAINS FOR CLEAN WATERS PO BOX 1653 FORT MYERS FL 33902 N/A PC CHARITABLE NEEDS 500 CATO INSTITUTE PO BOX 97128 WASHINGTON DC 20001 N/A PC CHARITABLE NEEDS 1000 CHARITABLE FOUNDATION OF THE ISLANDS INC PO BOX 1429 SANIBEL FL 33957 N/A PC CHARITABLE NEEDS 2000 CHILD ADVOCACY CENTER OF SNOHOMISH COUNTY - DAWSON PLACE 1509 CALIFORNIA STREET EVERETT WA 98201 N/A PC CHARITABLE NEEDS 5000 CHILDREN'S ADVOCACY CENTER OF SW FLORIDA 3830 EVANS AVENUE FORT MYERS FL 33901 N/A PC CHARITABLE NEEDS 5000 CLARKSON UNIVERSITY 8 CLARKSON AVE POTSDAM NY 13699 N/A PC CHARITABLE NEEDS 30000 CROW PO BOX 150 SANIBEL FL 33957 N/A PC CHARITABLE NEEDS 250 DING DARLING WILDLIFE SOCIETY PO BOX 61249 FORT MYERS FL 33957 N/A PC CHARITABLE NEEDS 500 DUQUESNE UNIVERSITY 600 FORBES AVENUE PITTSBURGH PA 15282 N/A PC CHARITABLE NEEDS 5000 FEED MY STARVING CHILDREN 401 93RD AVE NW COON RAPIDS MN 55433 N/A PC CHARITABLE NEEDS 500 FISH OF SANIBEL-CAPTIVA 1630-B PERIWINKLE WAY SANIBEL FL 33957 N/A PC CHARITABLE NEEDS 2000 FLORIDA AUDUBON ORG 4500 BISCAYNE BLVD 350 MIAMI FL 33137 N/A PC CHARITABLE NEEDS 250 FLORIDA WILDLIFE FOUNDATION PO BOX 6870 TALLAHASSEE FL 32314 N/A PC CHARITABLE NEEDS 500 FOUNDATION FOR THE SCHOOL OF YOUNG CHILDREN 810 SUL ROSS STREET HOUSTON TX 77006 N/A PC CHARITABLE NEEDS 5000 FRIENDS OF SENEGAL 1125 NW 12TH AVE APT 1505 PORTLAND OR 97209 N/A PC CHARITABLE NEEDS 2000 HEIGHTS FOUNDATION 15570 HAGIE DRIVE FORT MYERS FL 33908 N/A PC CHARITABLE NEEDS 60250 MARVIN RIDGE BAND BOOSTERS 2107 STONEMEADE DRIVE WA HAW NC 28173 N/A PC CHARITABLE NEEDS 3000 SANIBEL COMMUNITY ASSOCIATION 2173 PERIWINKLE WAY SANIBEL FL 33957 N/A PC CHARITABLE NEEDS 100 SANIBEL HISTORICAL SOCIETY 950 DUNLOP ROAD SANIBEL FL 33957 N/A PC CHARITABLE NEEDS 1000 SANIBEL-CAPTIVA CONSERVATION FOUNDATION PO BOX 839 SANIBEL FL 33957 N/A PC CHARITABLE NEEDS 500 SOCIAL GOOD FUND PO BOX 5473 RICHMOND CA 94805 N/A PC CHARITABLE NEEDS 2000 THE CRAWFORDCREWORG 7385 N STATE ROUTE 3 PMB 148 WESTERVILLE OH 43082 N/A PC CHARITABLE NEEDS 500 THE FRIENDS OF THE CORNELL LAB OF ORINTHOLOGY INC CO P H BARTELS 52 DRUID LANE RIVERSIDE CT 06878 N/A PC CHARITABLE NEEDS 500 THE SEATTLE AQUARIUM SOCIETY 1483 AKASKAN WAY SEATTLE WA 98101 N/A PC CHARITABLE NEEDS 350 VASSAR COLLEGE 124 RAYMOND AVE BOX 12 POUGHKEEPSIE NY 12604 N/A PC CHARITABLE NEEDS 500 VISION QUILT PO BOX 3192 ASHLAND OR 97520 N/A PC CHARITABLE NEEDS 2000 WGCU 10501 FGCU BLVD FORT MYERS FL 33965 N/A PC CHARITABLE NEEDS 500 144700 0 14 28087 18 18887 0 46974 0 46974 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN AND LAUREL HAFENER TRUST 610 N YACHTSMAN DR SANIBEL FL 33957 216000 X ACCOUNTING FEES 1600 800 800 STOCK 1962864 1962864 NET MARKET FLUCTUATIONS 247161 PY TAX OVERPAYMENT 336 INCOME TAX 44 0 0 TAXES & LICENSES 60 0 0 FOREIGN TAX 88 88 0