2023-11-10T06:29:38-06:00 2022-12-31 050409384 KAHN LITWIN RENZA & CO LTD 951 NORTH MAIN STREET PROVIDENCE RI 02906 990 2022-01-01 056012787 HAFFENREFFER FAMILY FUND HAFF 4012744564 ONE UNION STATION PROVIDENCE RI 02903 JENNIFER REID CHIEF FINANCIAL OFFICER 4014274023 2023-11-10 1 JENNIFER REID 999009999 1 SANDY ROSS P01399337 4012742001 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z DAVID CICILLINE ONE UNION STATION PROVIDENCE RI 02903 1899699 0 X NONE X 1987 RI A SECTION 509(A)(3) SUPPORTING ORGANIZATION OF THE RHODE ISLAND COMMUNITY FOUNDATION. 13 6 0 0 0 0 0 0 0 0 1362058 445751 0 0 1362058 445751 771360 858034 0 0 0 0 0 0 0 98499 108738 869859 966772 492199 -521021 17215942 14480422 0 0 17215942 14480422 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. 0 0 858034 858034 AWARDING GRANTS FOR CHARITABLE PURPOSES. 858034 1 0 0 0 0 0 0 0 0 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 13 6 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 0 0 0 X X RHODE ISLAND COMMUNITY FOUNDATION 4012744564 ONE UNION STATION PROVIDENCE RI 02903 NEIL STEINBERG SECRETARY 0.80 X X 0 921146 70609 JENNIFER REID TREASURER 0.80 X X 0 261630 1554 BRIDGET BARATTA TRUSTEE (AS OF 11/22) 0.30 X 0 227717 20526 PAMELA TESLER HOWITT TRUSTEE 0.30 X 0 151268 37746 DANIEL KERTZNER TRUSTEE 0.30 X 0 159295 28110 CHRISTINE PELLEGRI TRUSTEE 0.30 X 0 136860 37485 ADRIAN BONEY TRUSTEE 0.30 X 0 103525 21668 AARON GUCKIAN TRUSTEE (TO 11/22) 0.30 X 0 63764 8668 KRISTEN HAFFENREFFER CHAIRPERSON 0.30 X X 0 0 0 JEAN HAFFENREFFER BAKER TRUSTEE 0.30 X 0 0 0 DAVID HAFFENREFFER TRUSTEE 0.30 X 0 0 0 NICHOLAS HAFFENREFFER TRUSTEE 0.30 X 0 0 0 KARL HAFFENREFFER TRUSTEE 0.30 X 0 0 0 RUDOLF F HAFFENREFFER IV TRUSTEE 0.30 X 0 0 0 0 2025205 226366 0 0 1 0 0 170888 170888 1728811 1453948 274863 274863 274863 445751 0 0 445751 858034 858034 36411 36411 FOUNDATION SUPPORT 72327 72327 966772 858034 108738 0 5271 323350 148234 10002059 8001502 6885262 6330686 17215942 14480422 0 0 X 17215942 14480422 17215942 14480422 17215942 14480422 -521021 -2214499 0 X X 0 1 X 1 0 X X 1 THE RI FOUNDATION 222604963 8 1 0 0 1 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 PART IV, SECTION A, LINE 6: GRANTS WERE MADE TO OTHER SECTION 501(C)(3) ORGANIZATIONS WHICH CARRY OUT THE CHARITABLE PURPOSE OF THE HAFFENREFFER FAMILY FUND (ORGANIZATION), IN ACCORDANCE WITH HE REQUIREMENTS OF SECTION 509 (A)(3). SUCH GRANTS ARE IN FURTHERANCE OF THE ORGANIZATION'S EXEMPT PURPOSE. A LIST OF GRANTS IN EXCESS OF $5,000 IS INCLUDED IN SCHEDULE I. 17215942 -1805159 858034 72327 14480422 14990480 3066265 771360 69443 17215942 14330727 1595355 868034 67568 14990480 12898066 2315682 818152 64869 14330727 14259724 -542802 751590 67266 12898066 1.00000 0.00000 0.00000 0 1 1 0 FLEXIBLE CAPITAL 3681450 F PRIVATE CAPITAL 2142140 F REAL ESTATE, NATURAL RESOURCES AND TIPS 432787 F OTHER 74309 F 6330686 X PART V, LINE 4: THE ENDOWMENT FUNDS ARE MANAGED AS PERMANENT FUNDS WITH A DISCIPLINED LONG-TERM INVESTMENT OBJECTIVE AND STRATEGY. CAREFUL MANAGEMENT OF THE ASSETS IS DESIGNED TO ENSURE A TOTAL RETURN NECESSARY TO PRESERVE AND ENHANCE THE FUND'S PRINCIPAL AND AT THE SAME TIME PROVIDE A DEPENDABLE SOURCE OF SPENDING FOR THE ORGANIZATION'S CHARITABLE GIVING. PART X, LINE 2: THE ORGANIZATION MAINTAINS ITS TAX-EXEMPT FILING STATUS BY FULFILLING ITS MISSION AND THE VAST MAJORITY OF ITS OPERATION AND REVENUE ARE EXEMPT FROM INCOME TAX LIABILITY. MANAGEMENT ASSERTS THAT NO SUCH UNCERTAIN TAX POSITION EXISTS FOR THE ORGANIZATION AT DECEMBER 31, 2022. 1 AMOS HOUSE 460 PINE STREET PROVIDENCE RI 02907 050387218 501(C)(3) 15000 0 PROGRAM SUPPORT BROWN UNIVERSITY BOX 1860 PROVIDENCE RI 02912 050258809 501(C)(3) 47500 0 HIGHER EDUCATION, PROGRAM SUPPORT CHRIST LUTHERAN CHURCH L SELMA AVENUE WEBSTER GROVES MO 63119 430666741 501(C)(3) 19000 0 GENERAL OPERATING CITY ACEDEMY 4175 N KINGSHIGHWAY BLVD ST LOUIS MO 63115 311619379 501(C)(3) 6000 0 GENERAL OPERATING CROSSROADS RHODE ISLAND 160 BROAD STREET PROVIDENCE RI 02903 050259094 501(C)(3) 10000 0 GENERAL OPERATING DAY ONE 100 MEDWAY STREET PROVIDENCE RI 02903 050385696 501(C)(3) 14500 0 PROGRAM SUPPORT DORCAS INTERNATIONAL INSTITUTE OF RHODE ISLAND 645 ELMWOOD AVENUE PROVIDENCE RI 02907 050258886 501(C)(3) 10000 0 GENERAL OPERATING FAMILY SERVICE OF RHODE ISLAND PO BOX 6688 9 PLEASANT STREET PROVIDENCE RI 02905 050258858 501(C)(3) 15000 0 GENERAL OPERATING FIDELITY CHARITABLE GIFT FUND PO BOX 770001 CINCINNATI OH 452770001 110303001 501(C)(3) 70809 0 PROGRAM SUPPORT FOSTER FORWARD 55 SOUTH BROW STREET EAST PROVIDENCE RI 02914 050486797 501(C)(3) 15000 0 PROGRAM SUPPORT FUND FOR UCAP 75 CARPENTER STREET PROVIDENCE RI 02903 260656828 501(C)(3) 40000 0 PROGRAM SUPPORT HUGHES FOUNDATION PO BOX 50626 MINNEAPOLIS MN 55405 201937774 501(C)(3) 8000 0 GENERAL OPERATING LUCY'S HEARTH 19 VALLEY ROAD MIDDLETOWN RI 02842 222566612 501(C)(3) 14500 0 PROGRAM SUPPORT NONVIOLENCE INSTITUTE 265 OXFORD STREET PROVIDENCE RI 02905 050517863 501(C)(3) 10000 0 PROGRAM SUPPORT, GENERAL OPERATING PLANNED PARENTHOOD OF SOUTHERN NEW ENGLAND 345 WHITNEY AVENUE NEW HAVEN CT 06511 060263565 501(C)(3) 40000 0 PROGRAM SUPPORT PROVIDENCE ATHENAEUM 251 BENEFIT STREET PROVIDENCE RI 029032799 050258928 501(C)(3) 7500 0 GENERAL OPERATING RHODE ISLAND COMMUNITY FOOD BANK 200 NIANTIC AVENUE PROVIDENCE RI 02907 050395601 501(C)(3) 12500 0 GENERAL OPERATING RHODE ISLAND HOSPITAL 593 EDDY STREET PROVIDENCE RI 02903 050258954 501(C)(3) 67500 0 PROGRAM SUPPORT RHODE ISLANDERS SPONSORING EDUCATION (RISE) 11 SOUTH ANGELL STREET 394 PROVIDENCE RI 02906 061470525 501(C)(3) 10250 0 PROGRAM SUPPORT SOUTHSIDE COMMUNITY LAND TRUST 404 BROAD STREET PROVIDENCE RI 02907 050394224 501(C)(3) 40000 0 GENERAL OPERATING ST JUDE'S CHILDREN'S RESEARCH HOSPITAL INC 501 ST JUDE PLACE MEMPHIS TN 38105 620646012 501(C)(3) 6000 0 GENERAL OPERATING ST LUKE'S EPISCOPAL CHURCH 1864 POST ROAD DARIEN CT 06820 050258952 501(C)(3) 16000 0 PROGRAM SUPPORT THE NATURE CONSERVANCY 159 WATERMAN STREET PROVIDENCE RI 029065206 530242652 501(C)(3) 12500 0 PROGRAM SUPPORT THE PROVIDENCE CENTER 528 NORTH MAIN STREET PROVIDENCE RI 02904 050316969 501(C)(3) 10000 0 PROGRAM SUPPORT THE SALVATION ARMY - NASHUA NEW HAMPSHIRE 1 MONTGOMERY AVENUE NASHUA NH 03060 135562351 501(C)(3) 20000 0 GENERAL OPERATING THE SANCTUARY UNITED PENTECOSTAL CHURCH INC PO BOX 623 HUDSON NH 03051 020346240 501(C)(3) 30809 0 PROGRAM SUPPORT URI FOUNDATION 79 UPPER COLLEGE ROAD KINGSTON RI 028812023 056014351 501(C)(3) 25000 0 PROGRAM SUPPORT WORLD WILDLIFE FUND INC 1250 24TH STREET NW PO BOX 97180 WASHINGTON DC 20037 521693387 501(C)(3) 6000 0 PROGRAM SUPPORT YMCA OF GREATER NASHUA 24 STADIUM DRIVE NASHUA NH 03062 020222250 501(C)(3) 15000 0 GENERAL OPERATING MASSACHUSETTS GENERAL HOSPITAL 125 NASHUA STREET SUITE 540 BOSTON MA 02114 041564655 501(C)(3) 7309 0 PROGRAM SUPPORT MICDS 101 NORTH WARSON ROAD ST LOUIS MO 63124 430653366 501(C)(3) 6500 0 GENERAL OPERATING 31 PART I, LINE 2: THE ORGANIZATION REVIEWS THE NON-PROFIT STATUS AVAILABLE THROUGH GUIDESTAR BEFORE MAKING AN ANNUAL GRANT. FOR GRANTS WITH PURPOSES OTHER THAN GENERAL SUPPORT, THE ORGANIZATION MAY CHOOSE TO ADD THE REQUIREMENT THAT THE ORGANIZATION COMPLETE A DETAILED REPORT ON THE USE OF GRANT FUNDS BEFORE A SUBSEQUENT GRANT IS MADE. 0 1 0 0 0 0 0 0 0 NEIL STEINBERG SECRETARY 0 511358 0 100200 0 309588 0 45702 0 24907 0 991755 0 301971 JENNIFER REID TREASURER 0 231768 0 7500 0 22362 0 0 0 1554 0 263184 0 0 BRIDGET BARATTA TRUSTEE (AS OF 11/22) 0 198665 0 7500 0 21552 0 9398 0 11128 0 248243 0 0 PAMELA TESLER HOWITT TRUSTEE 0 147287 0 0 0 3981 0 13986 0 23760 0 189014 0 0 DANIEL KERTZNER TRUSTEE 0 151598 0 6000 0 1697 0 14630 0 13480 0 187405 0 0 CHRISTINE PELLEGRI TRUSTEE 0 129726 0 6000 0 1134 0 13022 0 24463 0 174345 0 0 PART I, LINE 4B THE CEO PARTICIPATES IN A NONQUALIFIED DEFERRED COMPENSATION PLAN. FORM 990, PART VI, SECTION A, LINE 2 NICHOLAS HAFFENREFFER IS THE SON OF RUDOLPH HAFFENREFFER IV KRISTEN HAFFENREFFER MORAN IS THE DAUGHTER OF DAVID HAFFENREFFER DAVID HAFFENREFFER AND KARL HAFFENREFFER ARE BROTHERS PETER HAFFENREFFER AND JEAN HAFFENREFFER BAKER ARE SIBLINGS DAVID HAFFENREFFER AND KARL HAFFENREFFER ARE COUSINS OF PETER HAFFENREFFER AND JEAN HAFFENREFFER BAKER FORM 990, PART VI, SECTION B, LINE 11B THE SUPPORTED ORGANIZATION'S AUDIT COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE ORGANIZATION'S FORM 990 "RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX". THE AUDIT COMMITTEE REVIEWS AND APPROVES THE TAX RETURNS BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C IT IS THE POLICY OF THE ORGANIZATION THAT ALL MEMBERS OF THE BOARD OF DIRECTORS DISCLOSE, AND IN SOME INSTANCES REFRAIN FROM, ENGAGING IN BUSINESS PRACTICES OR CONDUCT WHICH COULD CONSTITUTE A CONFLICT BETWEEN THEIR PERSONAL INTERESTS AND THE INTERESTS OF THE ORGANIZATION. THE SUPPORTED ORGANIZATION'S EXECUTIVE OFFICE REGULARLY MONITORS AND UPDATES THE ORGANIZATION'S CONFLICT OF INTEREST POLICY. POTENTIAL CONFLICTS OF INTEREST INVOLVING DIRECTORS AND OFFICERS ARE IDENTIFIED AND ADDRESSED IN ORDER TO ASSURE THAT THE ORGANIZATION IS TREATED FAIRLY IN ALL ITS BUSINESS DEALINGS. FORM 990, PART VI, SECTION B, LINE 15 THIS SUPPORTING ORGANIZATION HAS NO EMPLOYEES. MANAGEMENT SERVICES ARE PROVIDED BY THE RHODE ISLAND COMMUNITY FOUNDATION. COMPENSATION PRACTICES OF THE FOUNDATION ARE EXPLAINED IN THE RHODE ISLAND COMMUNITY FOUNDATION'S TAX FORM 990. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST. THE FINANCIAL STATEMENTS ARE AVAILABLE ON THE SUPPORTED ORGANIZATION'S WEBSITE. FORM 990, PART XII, LINE 2C THE ORGANIZATION DID NOT CHANGE EITHER ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE TAX YEAR. THE RHODE ISLAND COMMUNITY FOUNDATION ONE UNION STATION PROVIDENCE RI 02903 222604963 COMMUNITY FOUNDATION RI 501C(3) 8 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 THE RHODE ISLAND COMMUNITY FOUNDATION R 72327 SUPPORT FEES PAID