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Nonprofit · EIN 82-6126398

HAVER FOUNDATION

Tax-exempt · BRENTWOOD, TN 37027

Financials

$2.3M$1.2M2023$2M$1.3M2024$3.2M$1.4M2025
Revenue Expenses · by fiscal year end
Financials of HAVER FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$3,196,768$1,381,417$1,815,351$23,328,996$0$23,328,996
December 31, 2024990-PF$1,952,058$1,255,526$696,532$21,513,645$0$21,513,645
December 31, 2023990-PF$2,262,003$1,177,857$1,084,146$20,817,113$0$20,817,113
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$786,535
Dividends
$796,120
Net gain from sales of assets
$1,614,113

Expenses

Grants and similar amounts paid
$1,129,359
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,156,783
Excise tax on investment income
$30,464

Balance sheet and other

Total assets, start of year
$21,513,645
Total assets, end of year
$23,328,996
Total liabilities, end of year
$0
Net assets, end of year
$23,328,996
Fair market value of assets
$28,006,543
Qualifying distributions
$1,156,783
Net investment income
$2,410,233

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.

NameTitleHours / weekCompensation
PENDLETON SQUARE TRUST COMPANY INC
109 WESTPARK DRIVE SUITE 180, BRENTWOOD, TN 37027
BANK TRUSTEE1$0
MAURINE A HAVER
60 E 42ND STREET SUITE 3310, NEW YORK, NY 10165
INDIVIDUAL TRUSTEE1$0
990-PF for the year ended December 31, 2024: 2 people
NameTitleHours / weekCompensation
PENDLETON SQUARE TRUST COMPANY INC
109 WESTPARK DRIVE SUITE 180, BRENTWOOD, TN 37027
BANK TRUSTEE1$58,635
MAURINE A HAVER
60 E 42ND STREET SUITE 3310, NEW YORK, NY 10165
INDIVIDUAL TRUSTEE1$0
990-PF for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
PENDLETON SQUARE TRUST COMPANY
35 MUSIC SQUARE EAST SUITE 320, NASHVILLE, TN 37203
BANK TRUSTEE1$49,524
MAURINE A HAVER
60 E 42ND STREET SUITE 3310, NEW YORK, NY 10165
INDIVIDUAL TRUSTEE1$0

Address and contacts

Address (IRS master file)
109 WESTPARK DR STE 180, BRENTWOOD, TN 37027-3536
In care of
% PENDLETON SQUARE TRUST COMPANY LL
Signed the 990-PF
ABIGAIL FLOYD, TRUSTEE
Phone
(615) 515-1200
Return prepared by
LBMC PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
82-6126398
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
2019
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$23,328,996
Income (IRS master file)
$16,299,158

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$3,196,768$1,381,417$23,328,996XML
990-PFDecember 2024$1,952,058$1,255,526$21,513,645IRS
990-PFDecember 2023$2,262,003$1,177,857$20,817,113XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––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 82-6126398).

Questions about HAVER FOUNDATION

What is the EIN of HAVER FOUNDATION?
The employer identification number (EIN) of HAVER FOUNDATION is 82-6126398.
Is HAVER FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
Are donations to HAVER FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAVER FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HAVER 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 HAVER 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 HAVER FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does HAVER FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $3,196,768, expenses of $1,381,417 and total assets of $23,328,996 at year end.

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