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Nonprofiteer
← HAFFENREFFER FAMILY FUND

Form 990 for tax year 2022

Filed by HAFFENREFFER FAMILY FUND.

Totals

Total revenue
$445,751
Total expenses
$966,772
Contributions and grants received
$0
Grants paid
$858,034
Program service revenue
$0
Investment income
$445,751
Other revenue
$0
Total assets, end of year
$14,480,422
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$14,480,422
Program services expenses (Part IX)
$858,034
Management and general expenses
$108,738
Fundraising expenses
$0
Program service expenses (Part III)
$858,034

Program services were 88.8% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 3 · Investment income

    total $170,888 · excluded $170,888

  • 7a · Gross sales of assets other than inventory

    securities $1,728,811

  • 7b · Less cost or other basis and sales expenses

    securities $1,453,948

  • 7c · Gain or loss

    securities $274,863

  • 7d · Net gain or loss

    total $274,863 · excluded $274,863

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $858,034 · program services $858,034

  • 11a · Fees: management

    total $36,411 · management and general $36,411

  • 24a · Other expenses: FOUNDATION SUPPORT

    total $72,327 · management and general $72,327

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $5,271

  • 2 · Savings and temporary cash investments

    beginning of year $323,350 · end of year $148,234

  • 11 · Investments: publicly traded securities

    beginning of year $10,002,059 · end of year $8,001,502

  • 12 · Investments: other securities

    beginning of year $6,885,262 · end of year $6,330,686

  • 27 · Net assets without donor restrictions

    beginning of year $17,215,942 · end of year $14,480,422

Mission and programs · 2022

Mission

TO OPERATE EXCLUSIVELY FOR EDUCATIONAL, CHARITABLE AND SCIENTIFIC PURPOSES WITHIN THE MEANING OF SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AS A SECTION 509(A)(3) SUPPORTING ORGANIZATION OF THE RHODE ISLAND COMMUNITY FOUNDATION.

Activities or mission (Part I)

A SECTION 509(A)(3) SUPPORTING ORGANIZATION OF THE RHODE ISLAND COMMUNITY FOUNDATION.

  • AWARDING GRANTS FOR CHARITABLE PURPOSES.

    Expenses $858,034 · Grants $858,034

As filed on the 2022 return.

Listed in Part VII

  • Neil Steinberg

    SECRETARY

    Total calculated
    $991,755
    From this org
    $0
    From related orgs
    $921,146
    Other
    $70,609
    Hours/week
    0.8

    Schedule J breakdown matched by us

    Base
    $0 + $511,358 related
    Bonus
    $0 + $100,200 related
    Other
    $0 + $309,588 related
    Deferred
    $0 + $45,702 related
    Nontaxable benefits
    $0 + $24,907 related
    Filer's total
    $0 + $991,755 related

  • Jennifer Reid

    TREASURER

    Total calculated
    $263,184
    From this org
    $0
    From related orgs
    $261,630
    Other
    $1,554
    Hours/week
    0.8

    Schedule J breakdown matched by us

    Base
    $0 + $231,768 related
    Bonus
    $0 + $7,500 related
    Other
    $0 + $22,362 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $1,554 related
    Filer's total
    $0 + $263,184 related

  • Bridget Baratta

    TRUSTEE (AS OF 11/22)

    Total calculated
    $248,243
    From this org
    $0
    From related orgs
    $227,717
    Other
    $20,526
    Hours/week
    0.3

    Schedule J breakdown matched by us

    Base
    $0 + $198,665 related
    Bonus
    $0 + $7,500 related
    Other
    $0 + $21,552 related
    Deferred
    $0 + $9,398 related
    Nontaxable benefits
    $0 + $11,128 related
    Filer's total
    $0 + $248,243 related

  • Pamela Tesler Howitt

    TRUSTEE

    Total calculated
    $189,014
    From this org
    $0
    From related orgs
    $151,268
    Other
    $37,746
    Hours/week
    0.3

    Schedule J breakdown matched by us

    Base
    $0 + $147,287 related
    Bonus
    $0
    Other
    $0 + $3,981 related
    Deferred
    $0 + $13,986 related
    Nontaxable benefits
    $0 + $23,760 related
    Filer's total
    $0 + $189,014 related

  • Daniel Kertzner

    TRUSTEE

    Total calculated
    $187,405
    From this org
    $0
    From related orgs
    $159,295
    Other
    $28,110
    Hours/week
    0.3

    Schedule J breakdown matched by us

    Base
    $0 + $151,598 related
    Bonus
    $0 + $6,000 related
    Other
    $0 + $1,697 related
    Deferred
    $0 + $14,630 related
    Nontaxable benefits
    $0 + $13,480 related
    Filer's total
    $0 + $187,405 related

  • Christine Pellegri

    TRUSTEE

    Total calculated
    $174,345
    From this org
    $0
    From related orgs
    $136,860
    Other
    $37,485
    Hours/week
    0.3

    Schedule J breakdown matched by us

    Base
    $0 + $129,726 related
    Bonus
    $0 + $6,000 related
    Other
    $0 + $1,134 related
    Deferred
    $0 + $13,022 related
    Nontaxable benefits
    $0 + $24,463 related
    Filer's total
    $0 + $174,345 related

  • Adrian Boney

    TRUSTEE

    Total calculated
    $125,193
    From this org
    $0
    From related orgs
    $103,525
    Other
    $21,668
    Hours/week
    0.3

  • Aaron Guckian

    TRUSTEE (TO 11/22)

    Total calculated
    $72,432
    From this org
    $0
    From related orgs
    $63,764
    Other
    $8,668
    Hours/week
    0.3

  • Kristen Haffenreffer

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    0.3

  • Jean Haffenreffer Baker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • David Haffenreffer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • Nicholas Haffenreffer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • Karl Haffenreffer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

  • Rudolf F Haffenreffer IV

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 4b · Supplemental nonqualified retirement plan

Answered no

  • 4a · Severance or change-of-control payment
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4B
THE CEO PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
10 November 2023
IRS schema version
2022v5.0
Source object
202323149349300512

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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