Haggerty Family Foundation
Donations deductibleRevenue
$120k
year to 31 December 2025
Expenses
$84k
year to 31 December 2025
Total assets
$1.7m
year to 31 December 2025
Net assets
$1.7m
assets less liabilities
Directors and trustees
7
4.6 years on average
Left since last filing
0
no seats appear to have opened
Activity
T20Z
Philanthropy, voluntary services and grantmaking
Filings on record
6
latest 2025
Haggerty Family Foundation's network
7 peoplei7 people on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Form 990 filings give names without a person identifier; SEC insider filings carry a CIK.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Benjamin Kozub | Director | 2024 | 2 yrs |
| Carleen R Haggerty (also filed as Carleen Haggerty, Carleen Haggerty) | Treasurer | 2020 | 6 yrs |
| Charles A Haggerty (also filed as Charles Haggerty, Charles Haggerty) | Director | 2020 | 6 yrs |
| Kevin Haggerty | V. President | 2021 | 5 yrs |
| Theadore Verdon | Director | 2024 | 2 yrs |
| Thomas Bethel | Director | 2024 | 2 yrs |
| Terri L Janki (also filed as Terri Janki, Terri Janki) | President | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Benjamin Kozub | Director | 0.25 | $0 | ||
| Thomas Bethel | Director | 0.25 | $0 | ||
| Charles Haggerty | Director | 0.25 | $0 | ||
| Carleen Haggerty | Treasurer | 2 | $0 | ||
| Kevin Haggerty | V. President | 0.25 | $0 | ||
| Terri Janki | President | 0.25 | $0 | ||
| Theadore Verdon | Director | 0.25 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Haggerty Family Foundation
- EIN
- 330750131
- Address
- 620 Newport Center Dr Ste 1400, Newport Beach, CA, 92660-8025
- State
- California
- Activity (NTEE)
- T20Z Philanthropy, voluntary services and grantmaking
- IRS classification
- 501(c)03 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Philanthropy, Voluntarism & Grantmaking Foundations
- Size band
- 6 (IRS master file code)
- IRS ruling date
- 1 July 1997
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 6, latest 2025
- IRS Publication 78
- PF (contributions deductible)
Most connected
Longest observed on the filings
≥6years on the filingsCarleen R Haggerty
≥6years on the filingsCharles A Haggerty
≥6years on the filingsTerri L Janki
≥5years on the filingsKevin Haggerty
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $1.7m
- Net assets or fund balances
- $1.7m
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $0 | $87k | Deficit $87k |
As filed on the IRS Form 990. US dollars.