Evelyn And Walter Haas Jr Fund
- Assets
- $469.1m
- Revenue
- $10.2m
- Investments
- $457.7m
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 08/1954
- Data as of
- 12/2023
- EIN
- 94-6068932
Organization Overview
Evelyn And Walter Haas Jr Fund is located in San Francisco, CA. The organization was established in 1954. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, 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. Evelyn And Walter Haas Jr 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 12/2023, Evelyn And Walter Haas Jr Fund generated $10.2m in total revenue. This represents relatively stable growth, over the past 8 years the organization has increased revenue by an average of 2.4% each year. All expenses for the organization totaled $39.9m during the year ending 12/2023. While expenses have increased by 3.7% per year over the past 8 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 2014, Evelyn And Walter Haas Jr Fund has awarded 3,729 individual grants totaling $305,071,422. 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
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2023
Describe the Organization's Program Activity:
Part 3 - Line 4a
CONSULTATION TO LOCAL AND NATIONAL NONPROFIT LEADERS ON MAJOR INITIATIVES, MEETING AND ADVISING HIGH NET WORTH INDIVIDUALS TO ENCOURAGE AND EXPAND THEIR PHILANTHROPY, SERVICE OF FOUNDATION STAFF ON NONPROFIT BOARDS AND ADVISORY COUNCILS, TECHNICAL ASSISTANCE TO NONPROFIT ORGANIZATIONS ON A VARIETY OF ISSUES AND CONVENING MEETINGS OF NONPROFIT LEADERS AND GRANT MAKERS.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Cathy Cha President And CEO | 40 | $440,373 | |
Marcos Orozco III Secretary And Treasurer | 40 | $251,122 | |
Walter J Haas Chair | 8 | $0 | |
Elizabeth H Eisenhardt Director | 2 | $0 | |
Robert D Haas Director | 2 | $0 | |
Jesse Eisenhardt Director | 2 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Gci Inc | 12/30/23 | $163,373 |
Global Endowment Management | 12/30/23 | $2,312,949 |
Hood & Strong Llp | 12/30/23 | $102,980 |
William H Woodwell | 12/30/23 | $90,800 |
Group Relations International Institute | 12/30/23 | $90,000 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $32,369 |
| Dividends & Interest | $8,919,361 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | -$2,860,075 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $4,153,313 |
| Total Revenue | $10,244,968 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $691,255 |
| Other employee salaries and wages | $2,118,379 |
| Pension plans, employee benefits | $967,863 |
| Interest | $0 |
| Taxes | $848,540 |
| Depreciation | $427,154 |
| Occupancy | $724,291 |
| Travel, conferences, and meetings | $85,592 |
| Printing and publications | $28,995 |
| Other expenses | $9,204,071 |
| Total operating and administrative expenses | $15,471,886 |
| Contributions, gifts, grants paid | $24,426,856 |
| Total expenses and disbursements | $39,898,742 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $695,014 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $741,523 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $457,686,675 |
| Net Land, buildings, and equipment | $2,807,255 |
| Other assets | $7,191,377 |
| Total assets | $469,121,844 |
| Accounts payable and accrued expenses | $273,362 |
| Grants payable | $8,763,911 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $9,462,076 |
| Total liabilities | $18,499,349 |
Grants Awarded
Over the last fiscal year, Evelyn And Walter Haas Jr Fund has awarded $31,840,000 in support to 229 organizations.
| Grant Recipient | Amount |
|---|---|
ACLU FOUNDATION OF NORTHERN CALIFORNIA PURPOSE: FOR THE FUND'S 70TH ANNIVERSARY; TO MONITOR AND ENFORCE COMPLIANCE WITH LANGUAGE ACCESS REQUIREMENTS AND PROVIDE VOTER EDUCATION MATERIALS. | $82,000 |
ACLU FOUNDATION OF SOUTHERN CALIFORNIA PURPOSE: FOR THE FUND'S 70TH ANNIVERSARY; TO MONITOR AND ENFORCE COMPLIANCE WITH LANGUAGE ACCESS REQUIREMENTS, AND TO ADVOCATE TO PREVENT MINORITY VOTE DILUTION. | $62,000 |
ALIENTO EDUCATION FUND PURPOSE: FOR THE FUND'S 70TH ANNIVERSARY; TO DEVELOP AND SUPPORT IMMIGRANT YOUTH LEADERS IN ARIZONA. | $57,000 |
AMERICAN BUSINESS IMMIGRATION COALITION PURPOSE: FOR THE FUND'S 70TH ANNIVERSARY; TO LEAD A NATIONWIDE COALITION IN ADVANCING IMMIGRANTS' PATHWAYS TO CITIZENSHIP AND ECONOMIC OPPORTUNITY. | $157,000 |
ALLIANCE SAN DIEGO PURPOSE: TO ADVOCATE FOR HUMANE, TRANSPARENT, AND ACCOUNTABLE BORDER POLICIES AND SYSTEMS; FOR THE FUND'S 70TH ANNIVERSARY. | $132,000 |
AMERICAN CIVIL LIBERTIES UNION FOUNDATION PURPOSE: FOR THE FUND'S 70TH ANNIVERSARY; FOR GENERAL SUPPORT. | $17,000 |