Peter E Haas Jr Family Fund
- Assets
- $808.6m
- Revenue
- $46.2m
- Investments
- $807.9m
- Employees
- 0
- Location
- Novato, CA
- Founding
- 09/2007
- Data as of
- 06/2021
- 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 06/2021, Peter E Haas Jr Family Fund generated $46.2m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 46.5% each year . All expenses for the organization totaled $3.7m during the year ending 06/2021. While expenses have increased by 5.9% per year over the past 6 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 175 individual grants totaling $27,992,225. 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
2021
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, 2021, THE FOUNDATION AWARDED 26 GRANTS IN THE AMOUNT OF $2,816,940..
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Ralph Lewin Board Chair | OfficerTrustee | 1 | $0 |
Sa Hartman CFO | Officer | 0.3 | $0 |
Thomas Peters PHD President And CEO | Officer | 0.1 | $0 |
Ashley Smith Secretary | Officer | 0.3 | $0 |
Jonathan Logan Director | Trustee | 0.1 | $0 |
Alexandra Derby Director | Trustee | 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 | $3,091,947 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $43,119,774 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $46,211,721 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $2,816,940 |
| 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. | $108,017 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $70,749 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $23,347 |
| Fees for services: Accounting | $29,084 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $235,226 |
| Fees for services: Other | $233,071 |
| Advertising and promotion | $0 |
| Office expenses | $6,537 |
| Information technology | $183 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $1,730 |
| 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 | $222,137 |
| Total functional expenses | $3,747,021 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $717,767 |
| 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 | $807,873,026 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $808,590,793 |
| Accounts payable and accrued expenses | $38,221 |
| Grants payable | $776,965 |
| 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 | $815,186 |
| Net assets without donor restrictions | $807,775,607 |
| 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 | $808,590,793 |
Grants Awarded
Over the last fiscal year, Peter E Haas Jr Family Fund has awarded $4,439,158 in support to 29 organizations.
| Grant Recipient | Amount |
|---|---|
NOVATO UNIFIED SCHOOL DISTRICT PURPOSE: SUPPORT FOR VARIOUS PROGRAMS | $767,160 |
STANFORD UNIVERSITY BOARD OF TRUSTEES OF THE LELAND STANFORD JUNIOR UNIVERS Org PageRecipient ProfileRedwood City, CA PURPOSE: CANCER CENTER MULTI-DISCIPLINARY CUTANEOUS LYMPHOMA PROGRAM | $707,165 |
Santa Rosa, CA PURPOSE: CHALLENGE GRANT TO SUPPORT CARITAS CENTER | $600,000 |
Novato, CA PURPOSE: GENERAL OPERATING SUPPORT | $459,018 |
San Francisco, CA PURPOSE: SUPPORT HEALTHY NOVATO YOUTH LEADERSHIP AND DEVELOPMENT | $249,815 |
SANTA ROSA JUNIOR COLLEGE DISTRICT PURPOSE: OUTREACH AND SUPPORT FOR LOW INCOME STUDENTS IN HEALTH SCIENCES | $155,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
Neubauer Family Charitable Trust Mountain View, CA | $307,054,683 | $23,995,522 |
Donald B Tanklage And Carole F Tanklage Foundation Novato, CA | $0 | $160,782 |
Pih Health Inc Whittier, CA | $139,222,706 | $19,647,393 |
The Polis Schutz Family Foundation San Diego, CA | $0 | $260,315 |
Tikun Olam Foundation Los Angeles, CA | $90,556,232 | $8,190,584 |
Burton Family Foundation Phoenix, AZ | $142,839,047 | $129,470,588 |
The Reddere Foundation CO Silicon Valley Community Foundation C/O Silicon Valley Community Foundation Mountain View, CA | $1,000 | $363,994 |
California State University Foundation Long Beach, CA | $50,863,822 | $7,787,647 |
Friends Of South Central Losangeles Regional Center For Develop Los Angeles, CA | $80,196,128 | $6,156,555 |
The James B Mcclatchy Foundation Sacramento, CA | $57,491,792 | $3,443,288 |
Bernard A Newcomb Foundation Mountain View, CA | $29 | $26,230 |
Fairbrook Foundation Los Angeles, CA | $45,940,000 | $4,530,945 |