Peter E Haas Jr Family Fund
- Assets
- $515.3m
- Revenue
- $19.2m
- Investments
- $511.7m
- Employees
- 0
- Location
- Novato, CA
- Founding
- 09/2007
- Data as of
- 06/2022
- EIN
- 14-1962681
Organization Overview
Peter E Haas Jr Family Fund is located in Novato, CA. The organization was established in 2007. According to its NTEE Classification (T11) the organization is classified as: Single Organization Support, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Peter E Haas Jr Family Fund is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2022, Peter E Haas Jr Family Fund generated $19.2m in total revenue. This organization has experienced exceptional growth, as over the past 7 years, it has increased revenue by an average of 22.3% each year . All expenses for the organization totaled $11.2m during the year ending 06/2022. While expenses have increased by 22.9% per year over the past 7 years. They've been increasing with an increasing level of total revenue. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Peter E Haas Jr Family Fund has awarded 197 individual grants totaling $31,092,843. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2022
Describe the Organization's Mission:
Part 3 - Line 1
CHARITABLE GRANTMAKING
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO SUPPORT SOCIAL SERVICES, ACTIVELY ENCOURAGE INNOVATION AND EQUITY IN EDUCATION AND HEALTH, AND TO FOSTER TRANSFORMATION IN COMMUNITY NORMS. DURING THE FISCAL YEAR ENDING JUNE 30, 2022, THE FOUNDATION AWARDED 20 GRANTS IN THE AMOUNT OF $10,153,584..
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Thomas Peters President & CEO (left 09/21) | Officer | 0.1 | $0 |
Sa Hartman CFO | Officer | 0.1 | $0 |
Alexandra Derby Director (left 12/21) | Trustee | 0.1 | $0 |
Vikki Garrod Director | Trustee | 0.1 | $0 |
Jonathan Logan Director | Trustee | 0.1 | $0 |
Ralph Lewin Board Chair | OfficerTrustee | 0.1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $0 |
| Investment income | $9,974,748 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $9,187,567 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $19,162,315 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $10,153,584 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $265,532 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $131,848 |
| Pension plan accruals and contributions | $12,100 |
| Other employee benefits | $45,825 |
| Payroll taxes | $23,702 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $384 |
| Fees for services: Accounting | $26,480 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $273,367 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $30,473 |
| Information technology | $300 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $4,778 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $277,924 |
| Total functional expenses | $11,246,297 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $3,606,194 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $511,658,382 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $515,264,576 |
| Accounts payable and accrued expenses | $52,651 |
| Grants payable | $3,685,034 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $3,737,685 |
| Net assets without donor restrictions | $511,526,891 |
| Net assets with donor restrictions | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $515,264,576 |
Grants Awarded
Over the last fiscal year, Peter E Haas Jr Family Fund has awarded $7,245,515 in support to 17 organizations.
| Grant Recipient | Amount |
|---|---|
10000 DEGREES PURPOSE: SUPPORT A SONOMA COUNTY-WIDE COORDINATOR | $150,000 |
AIM HIGH FOR HIGH SCHOOL PURPOSE: CHALLENGE GRANT FOR PILOT EXPANSION | $25,000 |
COMMUNITY PARTNERS PURPOSE: HIRE AN EXECUTIVE DIRECTOR AND SUPPORT HEALTH ACTION | $50,000 |
HEALTHCARE FOUNDATION NORTHERN SONOMA COUNTY PURPOSE: SUPPORT FIVE REGIONAL COMMUNITY RESPONSE TEAMS | $60,000 |
LATINO SERVICE PROVIDERS PURPOSE: SECURE AN OFFICE LOCATION IN SANTA ROSA | $100,000 |
LEGAL AID OF SONOMA COUNTY PURPOSE: ONGOING EFFORTS TO SUPPORT VETERANS AND IMMIGRANTS | $100,000 |