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Nonprofit · EIN 30-0161415

HAFENER CHARITABLE FOUNDATION INC

Tax-exempt · SANIBEL, FL 33957

Financials

$201K$67K2023$209K$85K2024$263K$146K2025
Revenue Expenses · by fiscal year end
Financials of HAFENER CHARITABLE FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$262,974$146,492$116,482$2,074,448$0$2,074,448
December 31, 2024990-PF$208,508$85,481$123,027$1,710,469$0$1,710,469
December 31, 2023990-PF$200,569$66,768$133,801$1,391,056$0$1,391,056
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$216,000
Dividends
$28,087
Net gain from sales of assets
$18,887

Expenses

Grants and similar amounts paid
$144,700
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$145,500
Excise tax on investment income
$641

Balance sheet and other

Total assets, start of year
$1,710,469
Total assets, end of year
$2,074,448
Total liabilities, end of year
$0
Net assets, end of year
$2,074,448
Fair market value of assets
$2,074,448
Qualifying distributions
$145,500
Net investment income
$46,974

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
STEVEN HAFENER
610 N YACHTSMAN, SANIBEL, FL 33957
DIRECTOR2$0
LAUREL HAFENER
610 N YACHTSMAN, SANIBEL, FL 33957
DIRECTOR1$0
JULIA WARE
2641 SANDOVER ROAD, UPPER ARLINGTON, OH 43220
DIRECTOR0$0
JASON JAFENER
9208 ROCK WATER COURT, MARVIN, NC 28173
DIRECTOR0$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
STEVEN HAFENER
610 N YACHTSMAN, SANIBEL, FL 33957
DIRECTOR2$0
LAUREL HAFENER
610 N YACHTSMAN, SANIBEL, FL 33957
DIRECTOR1$0
JULIA WARE
2641 SANDOVER ROAD, UPPER ARLINGTON, OH 43220
DIRECTOR0$0
JASON JAFENER
9208 ROCK WATER COURT, MARVIN, NC 28173
DIRECTOR0$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
STEVEN HAFENER
610 N YACHTSMAN, SANIBEL, FL 33957
Director2$0
LAUREL HAFENER
610 N YACHTSMAN, SANIBEL, FL 33957
Director1$0
JULIA WARE
2641 SANDOVER ROAD, UPPER ARLINGTON, OH 43220
Director0$0
JASON HAFENER
9208 ROCK WATER COURT, MARVIN, NC 28173
Director0$0

Address and contacts

Address (IRS master file)
610 N YACHTSMAN DR, SANIBEL, FL 33957-3912
In care of
% STEVEN HAFENER
Signed the 990-PF
STEVEN HAFENER, DIRECTOR
Phone
(530) 268-0106
Return prepared by
WILTSHIRE WHITLEY RICHARDSON ENGLISH PA

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
30-0161415
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2004
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,074,448
Income (IRS master file)
$1,349,055

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$262,974$146,492$2,074,448XML
990-PFDecember 2024$208,508$85,481$1,710,469XML
990-PFDecember 2023$200,569$66,768$1,391,056XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 30-0161415).

Questions about HAFENER CHARITABLE FOUNDATION INC

What is the EIN of HAFENER CHARITABLE FOUNDATION INC?
The employer identification number (EIN) of HAFENER CHARITABLE FOUNDATION INC is 30-0161415.
Is HAFENER CHARITABLE FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2004.
Are donations to HAFENER CHARITABLE FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAFENER CHARITABLE FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of HAFENER CHARITABLE FOUNDATION INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAFENER CHARITABLE FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HAFENER CHARITABLE FOUNDATION INC?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does HAFENER CHARITABLE FOUNDATION INC have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $262,974, expenses of $146,492 and total assets of $2,074,448 at year end.

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