Form 990 for tax year 2024

Revenue

Part VIII, the statement of revenue.

• 1f · All other contributions, gifts and grants

  $648,826

• 1g · Noncash contributions included above

  $0

• 2f · All other program service revenue

  total $0 · related or exempt $0 · unrelated business $0 · excluded $0

• 3 · Investment income

  total $6,234 · excluded $6,234

• 6c · Rental income or loss

  real property $0 · personal property $0

• 7c · Gain or loss

  securities $0 · other assets $0

• 8c · Net income from fundraising events

  total $0

• 11d · All other revenue

  total $0 · related or exempt $0 · unrelated business $0 · excluded $0

• 11e · Other revenue, total

  $0

Functional expenses

Part IX, the statement of functional expenses.

• 1 · Grants to domestic organizations and governments

  total $761,856 · program services $761,856

• 7 · Other salaries and wages

  total $29,906 · fundraising $29,906

• 8 · Pension plan contributions

  total $1,022 · fundraising $1,022

• 9 · Other employee benefits

  total $7,061 · fundraising $7,061

• 10 · Payroll taxes

  total $1,980 · fundraising $1,980

• 11f · Fees: investment management

  total $8,248 · management and general $8,248

• 11g · Fees: other

  total $12,991 · program services $0 · management and general $12,991 · fundraising $0

• 12 · Advertising and promotion

  total $3,222 · management and general $3,222

• 13 · Office expenses

  total $15,127 · management and general $15,127

• 14 · Information technology

  total $3,507 · management and general $3,507

• 17 · Travel

  total $211 · fundraising $211

• 19 · Conferences, conventions and meetings

  total $18,196 · management and general $18,196

• 24a · Other expenses: FUNDRAISING & MEMORIAL EXP

  total $69,606 · fundraising $69,606

• 24b · Other expenses: DUES AND SUBSCRIPTIONS

  total $25,387 · management and general $25,387

• 24c · Other expenses: BANK CHARGES

  total $3,658 · management and general $3,658

• 24e · All other expenses

  total $0 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

• 1 · Cash, non-interest-bearing

  beginning of year $661,307 · end of year $289,086

• 5 · Loans and receivables from officers and key people

  end of year $0

• 6 · Loans and receivables from disqualified persons

  end of year $0

• 9 · Prepaid expenses and deferred charges

  beginning of year $52,078 · end of year $13,375

• 10a · Land, buildings and equipment: cost or other basis

  $0

• 10b · Land, buildings and equipment: accumulated depreciation

  $0

• 10c · Land, buildings and equipment, net

  end of year $0

• 12 · Investments: other securities

  beginning of year $0

• 13 · Investments: program-related

  beginning of year $0

• 15 · Other assets

  beginning of year $897,035 · end of year $1,177,287

• 17 · Accounts payable and accrued expenses

  beginning of year $190 · end of year $9,767

• 22 · Loans and payables to officers and key people

  end of year $0

• 25 · Other liabilities

  beginning of year $0 · end of year $0

• 27 · Net assets without donor restrictions

  beginning of year $216,976 · end of year -$121,432

• 28 · Net assets with donor restrictions

  beginning of year $1,393,254 · end of year $1,591,413

The filer's explanations (Part III)

Schedule J, Part I, Line 4b Supplemental nonqualified retirement plan

(RELATES TO PART I, LINE 4A): CERTAIN LISTED PERSONS ARE EMPLOYEES OF RELATED ORGANIZATIONS AND ARE COVERED UNDER A SEVERANCE POLICY FOR THEIR RESPECTIVE RELATED ORGANIZATION. MONTHS UNDER QUALIFYING CIRCUMSTANCES AND DEPENDING ON POSITION. NO ONE CERTAIN LISTED PERSONS ARE EMPLOYEES OF RELATED ORGANIZATIONS AND ARETHE SEVERANCE POLICY INCLUDES MONTHLY PAYMENTS UP TO A MAXIMUM OF 12 - 36 LISTED RECEIVED SEVERANCE OR CHANGE OF CONTROL PAYMENTS DURING 2024. (RELATES TO PART I, LINE 4B): LISTED PERSONS PARTICIPATING IN A SUPPLEMENTAL NONQUALIFIED RETIREMENT PLAN IN THE YEAR: LAWRENCE G SCHREIBER AND STEVEN M ZIEGLER ARE EMPLOYEES OF SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. THEY PARTICIPATE IN TWO NONQUALIFIED DEFERRED COMPENSATION RETIREMENT PLANS SPONSORED BY SANTAFE HEALTHCARE, INC. FOR A CERTAIN GROUP OF EXECUTIVES. ONE PLAN RESTORES RETIREMENT BENEFITS EQUIVALENT TO QUALIFIED 401(K) BENEFITS ON INCOME EARNED IN EXCESS OF THE INTERNAL REVENUE SERVICE CODE SECTION 401(A)(17) RECOGNIZABLE PAY LIMITS (A DEFINED CONTRIBUTION RESTORATION PLAN). VESTING FOR THIS PLAN IS ACHIEVED AT AGE 55 AND 10 YEARS OF SERVICE OR AT AGE 65 AND 5 YEARS OF SERVICE. THE SECOND SUPPLEMENTAL DEFINED CONTRIBUTION PLAN PROVIDES ADDITIONAL RETIREMENT INCOME BASED ON A PERCENTAGE OF BASE SALARY AND VESTS AT THREE AND FIVE YEARS OF SERVICE. Both Lawrence G Schreiber and Steven M Zeigler received payouts from the SERP.

Schedule J, Part I, Line 3 PART I, LINE 3:

Lawrence G Schreiber was the Chief Executive Officer (CEO) of Haven Foundation with term ended in July 2024. MR. SCHREIBER IS COMPENSATED BY SANTAFE HEALTHCARE, INC., A RELATED SUPPORTING ORGANIZATION. SANTAFE HEALTHCARE, INC. UTILIZES THE FOLLOWING PROCESS TO ESTABLISH THE CEO'S COMPENSATION AND BENEFITS: THE SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS CONSULTING FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE CEO'S TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISON TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE BOARD OF DIRECTORS ESTABLISHES THE FINAL COMPENSATION AND BENEFIT PACKAGE FOR THE CEO TAKING INTO CONSIDERATION THE MARKET COMPETITIVENESS REVIEW AND FINAL RECOMMENDATION OF THE FIRM. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF THE CEO'S FINAL COMPENSATION AND BENEFITS PACKAGE. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETING.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

• SF HOLDING CORP INC

  C Corporation · HOLDING COMPANY · FL

  Directly controlled by NA