Nonprofit · EIN 33-0750131
HAGGERTY FAMILY FOUNDATION
Tax-exempt · NEWPORT BEACH, CA 92660
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $119,835 | $83,666 | $36,169 | $1,650,601 | $0 | $1,650,601 |
| December 31, 2024 | 990-PF | $71,419 | $87,358 | -$15,939 | $1,614,432 | $0 | $1,614,432 |
| December 31, 2023 | 990-PF | $47,194 | $122,478 | -$75,284 | $1,630,371 | $0 | $1,630,371 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $64,868
- Interest
- $19
- Net gain from sales of assets
- $54,948
Expenses
- Grants and similar amounts paid
- $81,175
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Disbursements for charitable purposes
- $81,175
- Excise tax on investment income
- $1,666
Balance sheet and other
- Total assets, start of year
- $1,614,432
- Total assets, end of year
- $1,650,601
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,650,601
- Fair market value of assets
- $1,588,721
- Qualifying distributions
- $81,175
- Net investment income
- $119,835
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin Kozub 21 Loma Linda, NUMBER 201, Ross, CA 94957 | Director | 0.25 | $0 |
| THOMAS BETHEL 3285 E WOOD VALLEY ROAD, ATLANTA, CA 30327 | DIRECTOR | 0.25 | $0 |
| CHARLES HAGGERTY 3350 SUN RIDGE DRIVE, PARK CITY, UT 84060 | Director | 0.25 | $0 |
| CARLEEN HAGGERTY 3350 SUN RIDGE DRIVE, PARK CITY, UT 84060 | TREASURER | 2 | $0 |
| KEVIN HAGGERTY 8 LANDERS STREET, NUMBER 201, SAN FRANCISCO, CA 94114 | V. PRESIDENT | 0.25 | $0 |
| TERRI JANKI 3526 KNOLLWOOD DRIVE NE, ATLANTA, GA 30305 | PRESIDENT | 0.25 | $0 |
| THEADORE VERDON 21 HILLSBOROUGH, NEWPORT BEACH, CA 92660 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Benjamin Kozub 21 Loma Linda, NUMBER 201, Ross, CA 94957 | Director | 0.25 | $0 |
| THOMAS BETHEL 3285 E WOOD VALLEY ROAD, ATLANTA, CA 30327 | DIRECTOR | 0.25 | $0 |
| CHARLES HAGGERTY 3350 SUN RIDGE DRIVE, PARK CITY, UT 84060 | PRESIDENT | 0.5 | $0 |
| CARLEEN HAGGERTY 3350 SUN RIDGE DRIVE, PARK CITY, UT 84060 | TREASURER | 2 | $0 |
| KEVIN HAGGERTY 8 LANDERS STREET, NUMBER 201, SAN FRANCISCO, CA 94114 | V. PRESIDENT | 0.25 | $0 |
| TERRI JANKI 3526 KNOLLWOOD DRIVE NE, ATLANTA, GA 30305 | SECRETARY | 0.25 | $0 |
| CHRISTIAN DUBIA 29 SOUTH PEAK DRIVE, LAGUNA NIGUEL, CA 92677 | DIRECTOR | 0.25 | $0 |
| THEADORE VERDON 21 HILLSBOROUGH, NEWPORT BEACH, CA 92660 | DIRECTOR | 0.25 | $0 |
990-PF for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Charles Haggerty 3350 Sun Ridge Drive, Park City, UT 84060 | President | 0.5 | $0 |
| Carleen Haggerty 3350 Sun Ridge Drive, Park City, UT 84060 | Treasurer | 2 | $0 |
| Kevin Haggerty 8 Landers Street 201, San Francisco, CA 94114 | V> President | 0.25 | $0 |
| Terri Janki 3526 Knollwood Drive NE, Atlanta, GA 30305 | Secretary | 0.25 | $0 |
| Christian Dubia 29 South Peak Drive, Laguna Niguel, CA 92677 | Director | 0.5 | $0 |
| Thedore Verdon 24 Hillsborough, Newport Beach, CA 92660 | Director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 620 NEWPORT CENTER DR STE 1400, NEWPORT BEACH, CA 92660-8025
- In care of
- % CHARLES HAGGERTY
- Signed the 990-PF
- Carleen Haggerty, Treasurer
- Phone
- (435) 658-9477
California records
California keeps its own records of charities and corporations. Search them by EIN 33-0750131 or by the name HAGGERTY FAMILY FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-0750131
- 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
- 1997
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $1,650,601
- Income (IRS master file)
- $731,073
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $119,835 | $83,666 | $1,650,601 | XML |
| 990-PF | December 2024 | $71,419 | $87,358 | $1,614,432 | XML |
| 990-PF | December 2023 | $47,194 | $122,478 | $1,630,371 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 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 33-0750131).
Questions about HAGGERTY FAMILY FOUNDATION
- What is the EIN of HAGGERTY FAMILY FOUNDATION?
- The employer identification number (EIN) of HAGGERTY FAMILY FOUNDATION is 33-0750131.
- Is HAGGERTY FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to HAGGERTY FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does HAGGERTY FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of HAGGERTY FAMILY FOUNDATION 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 HAGGERTY FAMILY FOUNDATION 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 HAGGERTY FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does HAGGERTY FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $119,835, expenses of $83,666 and total assets of $1,650,601 at year end.
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All nonprofits in NEWPORT BEACH · California · Philanthropy, voluntarism and grantmaking foundations