2025-11-11T13:45:08+00:00 2024-12-31 346565596 Ernst & Young US LLP 835 N COLLEGE AVENUE INDIANAPOLIS IN 46202 990 2024-01-01 850863879 Haven Foundation Inc HAVE 8007271889 4200 NW 90TH BOULEVARD GAINESVILLE FL 32606 STEVEN M ZIEGLER PRESIDENT AND CHIEF LEGAL OFFICER 2025-11-11 true Jennifer D Rhoderick P00395735 3176817000 2025-11-11 2024 2025-03-06 01:10:19Z JENNIFER MALKO 4200 NW 90TH BOULEVARD GAINESVILLE FL 32606 655060 false X WWW.BEYOURHAVEN.ORG X 2020 FL TO SOLICIT, RECEIVE AND DISBURSE CHARITABLE CONTRIBUTIONS TO SUPPORT NORTH CENTRAL FLORIDA HOSPICE INC. DBA HAVEN HOSPICE and THE BRIGHTSPRING HOSPICE FOUNDATION. 7 7 0 7 0 1167871 648826 0 0 -527 6234 0 0 1167344 655060 689867 761856 0 0 65984 39969 0 0 109786 234950 160153 990801 961978 176543 -306918 1610420 1479748 190 9767 1610230 1469981 THE PURPOSE OF HAVEN FOUNDATION, INC. IS TO OPERATE FOR THE BENEFIT OF, PERFORM THE FUNCTIONS OF, OR CARRY OUT THE PURPOSES OF NORTH CENTRAL FLORIDA HOSPICE, INC. and THE BRIGHTSPRING HOSPICE FOUNDATION, both 501(C)(3) ORGANIZATIONS. false false 761856 761856 IN 2024, HAVEN FOUNDATION, INC. SOLICITED AND RECEIVED CHARITABLE CONTRIBUTIONS THAT WILL BE USED TO SUPPORT THE MISSION OF NORTH CENTRAL FLORIDA HOSPICE, INC. and THE BRIGHTSPRING HOSPICE FOUNDATION, both 501(C)(3) ORGANIZATIONs. 761856 true true false false false false false false false true false false false true false false false false false false false false false false false false false true false true false false false false false false false false false false false false false false false true false false false false true 0 0 0 false false false false false false false false false false false false X 7 7 false false true false false true true true true false false false true true true true true true false false false false X Marty Franklin CFO 3522714642 4200 NW 90TH BLVD GAINESVILLE FL 32606 John Medina Treasurer (thru Sep 2024) 1.0 7.0 X X 0 0 0 L Wayne McClain Chair 1.0 7.0 X X 0 0 0 LAWRENCE GLENN SCHREIBER DIRECTOR AND CEO (Term ended July 2024) 1.0 46.0 X X 0 6642334 36325 Bernie Fitzgerald Director 1.0 6.0 X 0 0 0 Cathy Carollo Ex Officio 1.0 7.0 X 0 0 0 Jennifer Malko Executive Director 1.0 7.0 X 0 0 0 Luther Drummond Director (thru Aug 2024) 1.0 5.0 X 0 0 0 Norlene Roberts Director 1.0 5.0 X 0 0 0 Robert Stripling Director 1.0 5.0 X 0 0 0 Thomas Young Director 1.0 4.0 X 0 0 0 Darryl Patterson Secretary (THRU SEP 2024) 1.0 7.0 X 0 0 0 Pauline Taylor President 1.0 7.0 X 0 0 0 STEVEN ZIEGLER PRESIDENT AND CLO 1.0 46.0 X 0 1603488 37581 0 8245822 73906 0 false true false 0 648826 0 648826 0 0 0 0 0 6234 6234 0 0 0 0 0 0 0 0 0 0 655060 0 0 6234 761856 761856 29906 29906 1022 1022 7061 7061 1980 1980 8248 8248 12991 0 12991 0 3222 3222 15127 15127 3507 3507 211 211 18196 18196 FUNDRAISING & MEMORIAL EXP 69606 69606 DUES AND SUBSCRIPTIONS 25387 25387 BANK CHARGES 3658 3658 0 0 0 0 961978 761856 90336 109786 661307 289086 0 0 52078 13375 0 0 0 0 0 897035 1177287 1610420 1479748 190 9767 0 0 0 190 9767 216976 -121432 1393254 1591413 1610230 1469981 1610420 1479748 -306918 166669 0 X false false false X X X 1 NORTH CENTRAL FLORIDA HOSPICE INC 592490893 9 true 761856 0 The Brightspring Hospice Foundation 811951465 7 true 0 0 2 761856 0 true false false false true true true false false false false false false false false false false true false Schedule A, Part IV, Section A, Line 5a Added, Substituted, or Removed Sup. Org. Per the amended articles, the supported organization was substituted from NCF Hospice to The BrightSpring Hospice Foundation, a 501(c)(3) organization with EIN #81-1951465 during 2024. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 859626 52000 911626 815550 23850 20226 859626 350000 465550 815550 0 350000 350000 0 1.0 false false ASSETS LIMITED AS TO USE 1177287 DUE FROM AFFILIATE 1177287 Schedule D, Part V, Line 4 Intended uses of endowment funds THE HAVEN FOUNDATION, INC. ENDOWMENT IS A SEPARATE ACCOUNT OF FUNDS THAT ARE HELD TO PROVIDE CURRENT AND FUTURE INCOME TO SUPPORT PALLIATIVE CARE AND CHILDREN'S BEREAVEMENT SERVICES IN NORTH CENTRAL FLORIDA HOSPICE, INC.'S SERVICE AREA. true NORTH CENTRAL FLORIDA HOSPICE INC PO BOX 749 GAINESVILLE FL 326270749 592490893 501(C)(3) 761856 HAVEN FOUNDATION, INC. PROVIDED NORTH CENTRAL FLORIDA HOSPICE, INC. A GRANT IN THE AMOUNT OF $ 761,856 TO SUPPORT AND FURTHER THE MISSION AND TAX EXEMPT PURPOSES OF NORTH CENTRAL FLORIDA HOSPICE, INC. IN ACCORDANCE WITH HAVEN FOUNDATION, INC.'S BYLAWS. 1 0 Schedule I, Part I, Line 2 HAVEN FOUNDATION, INC. AND NORTH CENTRAL FLORIDA HOSPICE, INC. SHARE COMMON MANAGEMENT. AS A RESULT, MANAGEMENT ENSURES THE USE OF GRANT FUNDS BY NORTH CENTRAL FLORIDA HOSPICE, INC. IS CONSISTENT WITH THEIR INTENDED PURPOSE. false true false false false false false false LAWRENCE GLENN SCHREIBER DIRECTOR AND CEO (Term ended July 2024) 0 391953 0 0 0 6250381 0 30500 0 5825 0 6678659 0 0 STEVEN ZIEGLER PRESIDENT AND CLO 0 249679 0 0 0 1353809 0 19336 0 18245 0 1641069 0 0 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. Form 990, Part VI, Line 15a THE PROCESS FOR DETERMINING COMPENSATION FOR THE NON-DIRECTOR OFFICERS, PRESIDENT, AND DIRECTORS OF HAVEN FOUNDATION, INC. IS AS FOLLOWS: SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE AFOREMENTIONED OFFICERS' TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG-TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISONS TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. AFTER COMPLETION OF ITS REVIEW, THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF TOTAL DIRECT COMPENSATION AND EXECUTIVE BENEFITS. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE BOARD OF DIRECTORS FOR HAVEN FOUNDATION, INC. IS NOT COMPENSATED. Form 990, Part VI, Line 15b THE PROCESS FOR DETERMINING COMPENSATION FOR THE NON-DIRECTOR OFFICERS, PRESIDENT, AND DIRECTORS OF HAVEN FOUNDATION, INC. IS AS FOLLOWS: SANTAFE HEALTHCARE, INC. BOARD OF DIRECTORS ANNUALLY RETAINS AN INDEPENDENT THIRD PARTY COMPENSATION AND BENEFITS FIRM (FIRM) TO CONDUCT A MARKET COMPETITIVENESS REVIEW OF THE AFOREMENTIONED OFFICERS' TOTAL DIRECT COMPENSATION (BASE SALARY, ANNUAL INCENTIVES, AND LONG-TERM INCENTIVES) AND BENEFITS. THE COMPETITIVE ANALYSIS INCLUDES COMPARISONS TO SIMILAR POSITIONS IN COMPANIES OF SIMILAR SIZE WITHIN THE SAME OR SIMILAR INDUSTRY. AFTER COMPLETION OF ITS REVIEW, THE FIRM MAKES RECOMMENDATIONS, IF ANY, DIRECTLY TO THE BOARD OF DIRECTORS. THE FIRM PROVIDES AN OPINION LETTER REGARDING THE REASONABLENESS OF TOTAL DIRECT COMPENSATION AND EXECUTIVE BENEFITS. THE ACTIONS OF THE BOARD ARE DOCUMENTED IN THE MINUTES OF THE BOARD MEETINGS. THE BOARD OF DIRECTORS FOR HAVEN FOUNDATION, INC. IS NOT COMPENSATED. Form 990, Part VI, Line 4 Significant changes to organizational documents Changes to the Organizational Documents: The organization amended its articles to reflect the substitution of it's supported organization. Per the amended articles, the supported organization was substituted from NCF Hospice to The BrightSpring Hospice Foundation, a 501(c)(3) organization with EIN #81-1951465. Form 990, Part VI, Line 7a Members or stockholders electing members of governing body THE BOARD OF DIRECTORS OF Brightspring Hospice Foundation, HAS RESERVED POWERS AS DELINEATED IN THE ARTICLES OF INCORPORATION AND BYLAWS THAT PERMIT IT TO ELECT ONE OR MORE MEMBERS OF THE GOVERNING BODY OF HAVEN FOUNDATION, INC. Form 990, Part VI, Line 7b Decisions requiring approval by members or stockholders Brightspring Hospice Foundation shall have the power and authority to modify, amend, rescind, or repeal any action taken by the corporation's board of directors. Any amendment or rescission of the bylaws or the adoption of new Bylaws of Haven Foundation shall require approval by the affirmative vote of 2/3 of the directors of Haven Foundation then in office, and 2/3 of the members of the board of directors of The BrightSpring Hospice Foundation then in office. Form 990, Part VI, Line 11b Review of form 990 by governing body A COPY OF THE ORGANIZATION'S FORM 990, AS ULTIMATELY FILED WITH THE IRS, WAS PROVIDED TO EACH CURRENT MEMBER OF THE BOARD OF DIRECTORS BEFORE SUBMISSION TO THE IRS. Form 990, Part VI, Line 12c Conflict of interest policy HAVEN FOUNDATION, INC. HAS A PROCEDURE FOR MONITORING AND ENFORCING COMPLIANCE WITH ITS CORPORATE CONFLICT OF INTEREST POLICY (POLICY). EACH COVERED PERSON SHALL RECEIVE A COPY OF THE POLICY FOR REVIEW AND SUBMIT AN AFFIRMATION WHICH IS ATTACHED TO THE CODE OF ETHICAL BUSINESS CONDUCT ADDITIONALLY, EACH COVERED PERSON ENGAGED IN MAKING OR INFLUENCING DECISIONS ON BEHALF OF SANTAFE HEALTHCARE, INC. OR ITS AFFILIATES SHALL COMPLETE A QUESTIONNAIRE CONCERNING CONFLICTS OF INTEREST ANNUALLY. THE PROCEDURE DETAILS THAT THE CORPORATE SECRETARY HAS RESPONSIBILITY FOR DELIVERY OF THE POLICY TO DIRECTORS AND OFFICERS AND RECEIPT OF THEIR AFFIRMATIONS AND QUESTIONNAIRES. THE HUMAN RESOURCES DEPARTMENT SHALL OBTAIN THE AFFIRMATION AND QUESTIONNAIRE FROM EVERY NEW EMPLOYEE AT ORIENTATION. THE HUMAN RESOURCES DEPARTMENT SHALL ALSO OBTAIN THE AFFIRMATION FROM ALL EMPLOYEES AND THE CONFLICT OF INTEREST QUESTIONNAIRE FROM APPLICABLE EMPLOYEES ANNUALLY. MEMBERS OF CORPORATE ADVISORY BOARDS SUBMIT THE AFFIRMATION AND QUESTIONNAIRE TO THE CHIEF COMPLIANCE OFFICER. ANNUAL CONFLICT OF INTEREST STATEMENTS ARE REVIEWED BY INTERNAL STAFF TO ENSURE RECORDS ARE COMPLETE. AS PART OF THE CORPORATE CONTRACT REVIEW PROCESS, CONSIDERATION IS GIVEN TO ANY POTENTIAL CONFLICTS OF INTEREST INVOLVING OPERATIONAL OR FINANCIAL TRANSACTIONS. ALL EMPLOYEES ARE EXPECTED TO DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS. INITIAL REVIEW OF EMPLOYEE QUESTIONNAIRES WILL BE PERFORMED BY THE HUMAN RESOURCES DEPARTMENT AND AFFILIATE COMPLIANCE OFFICER, WITH REVIEW OF ANY DISCLOSURES BY THE CHIEF COMPLIANCE OFFICER WHO WILL EVALUATE, MAKE NECESSARY INQUIRIES, AND INVESTIGATE ALTERNATIVES. BOARD MEMBERS SHALL DISCLOSE ANY POTENTIAL OR ACTUAL CONFLICTS TO THE CHAIRPERSON OF THE SANTAFE HEALTHCARE, INC. BOARD, AND THE CHAIRPERSON OR CHIEF COMPLIANCE OFFICER SHALL EVALUATE CONFLICT DISCLOSURES AND, IF APPROPRIATE, INVESTIGATE ALTERNATIVES AND REPORT TO DISINTERESTED BOARD MEMBERS FOR RESOLUTION. THE MINUTES OF THE BOARD OR ANY COMMITTEE MEETING AT WHICH A POTENTIAL OR ACTUAL CONFLICT OF INTEREST IS DISCLOSED OR DISCUSSED SHALL REFLECT THE NAME OF THE INTERESTED PARTY, THE NATURE OF THE CONFLICT, THE DELIBERATIONS AND THE RESOLUTION OF THE CONFLICT. IF IT IS DETERMINED THAT A COVERED PERSON HAS FAILED TO COMPLY WITH THE POLICY, THE CHIEF COMPLIANCE OFFICER OR THE CHAIRPERSON SHALL TAKE APPROPRIATE ACTION, WHICH MAY INCLUDE REMOVAL FROM OFFICE OR TERMINATION OF EMPLOYMENT. Form 990, Part VI, Line 19 Required documents available to the public HAVEN FOUNDATION, INC.'S PROCEDURE FOR MAKING VARIOUS DOCUMENTS AVAILABLE TO THE PUBLIC IS AS FOLLOWS: THE ARTICLES OF INCORPORATION CAN BE ACCESSED DIRECTLY THROUGH THE FLORIDA DEPARTMENT OF STATE, DIVISION OF CORPORATIONS WEBSITE AT WWW.SUNBIZ.ORG. THE CONFLICT OF INTEREST POLICY CAN BE OBTAINED DIRECTLY FROM THE ORGANIZATION UPON WRITTEN REQUEST. HAVEN FOUNDATION, INC. DID NOT OTHERWISE MAKE ITS GOVERNING DOCUMENTS, INCLUDING BYLAWS, AVAILABLE TO THE PUBLIC. Form 990, Part VII, Section A, Line 1a CERTAIN SENIOR EXECUTIVES ARE ACCOUNTABLE FOR AND PERFORM SERVICES FOR SANTAFE HEALTHCARE, INC. AND EACH OF ITS AFFILIATES. SANTAFE HEALTHCARE, INC. AND AFFILIATES REPRESENT A DIVERSIFIED FAMILY OF NOT FOR PROFIT ORGANIZATIONS. THESE SENIOR EXECUTIVES ARE PAID DIRECTLY BY SANTAFE HEALTHCARE, INC. AND THEIR COMPENSATION AND BENEFITS ARE APPORTIONED AND CHARGED TO THE RESPECTIVE AFFILIATES BASED ON THE ESTIMATED AMOUNT OF TIME SPENT ON EACH AFFILIATE'S ACTIVITIES. SANTAFE HEALTHCARE INC PO BOX 749 GAINESVILLE FL 326270749 592317607 MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES. FL 501(c)(3) Type II NA false NORTH FLORIDA RETIREMENT VILLAGE INC - PO BOX 749 GAINESVILLE FL 326270749 591912330 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE 85-0863879 HEALTHCARE INC false SANTAFE SENIOR LIVING INC PO BOX 749 GAINESVILLE FL 326270749 203700526 MANAGEMENT AND FINANCIAL SUPPORT FOR NOT-FOR-PROFIT AFFILIATES FL 501(c)(3) Type II SANTAFE HEALTHCARE INC false BVG ACQUISITION INC PO BOX 749 GAINESVILLE FL 326270749 203701186 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false EAST RIDGE RETIREMENT VILLAGE INC PO BOX 749 GAINESVILLE FL 326270749 590903331 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false BONITA SPRINGS RETIREMENT VILLAGE INC PO BOX 749 GAINESVILLE FL 326270749 262386152 RETIREMENT COMMUNITY FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false SANTAFE SENIOR LIVING FOUNDATION INC - PO BOX 749 GAINESVILLE FL 326270749 264464727 CHARITABLE & EDUCATIONAL SANTAFE PURPOSES FL 501(c)(3) 7 SANTAFE HEALTHCARE INC false NORTH CENTRAL FLORIDA HOSPICE INC - PO BOX 749 GAINESVILLE FL 326270749 592490893 HOSPICE CARE FL 501(c)(3) 10 SANTAFE HEALTHCARE INC false HFK CARE CORPORATION PO BOX 749 GAINESVILLE FL 326270749 592386289 HOSPICE CARE & HOME HEALTH SANTAFE CARE FL 501(c)(3) 7 SANTAFE HEALTHCARE INC false SF HOLDING CORP INC PO BOX 749 GAINESVILLE FL 326270749 592903901 HOLDING COMPANY FL NA C Corporation false false true false false false false false false false false false true true true false true false false false