Margaret E Haas Fund
- Assets
- $211.8m
- Revenue
- $14.1m
- Investments
- $208.5m
- Employees
- 0
- Location
- Novato, CA
- Founding
- 09/2005
- Data as of
- 06/2021
- EIN
- 51-0533111
Organization Overview
Margaret E Haas Fund is located in Novato, CA. The organization was established in 2005. 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. Margaret E Haas 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, Margaret E Haas Fund generated $14.1m in total revenue. This organization has experienced exceptional growth, as over the past 6 years, it has increased revenue by an average of 51.7% each year . All expenses for the organization totaled $3.7m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
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
THE MARGARET E. HAAS FUND IS SUPPORTING THE RENOVATION OF A HISTORICAL THEATRE FOR THE COMMUNITY ARTS IN THE PRESIDIO DISTRICT OF SAN FRANCISCO.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Margaret Haas Chairperson | OfficerTrustee | 1 | $0 |
Sa Hartman CFO | Officer | 0.5 | $0 |
Thomas Peters PHD President And CEO | Officer | 0.1 | $0 |
Ashley Smith Secretary | Officer | 0.1 | $0 |
Lani Alo 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 | $421,568 |
| 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 | $421,568 |
| Total Program Service Revenue | $0 |
| Investment income | $766,365 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $12,931,764 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $14,119,697 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $3,210,000 |
| 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. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $17,640 |
| Fees for services: Accounting | $30,764 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $13,326 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $421,568 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $3,718,448 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $255,271 |
| 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 | $3,000,000 |
| 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 | $208,513,391 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $211,768,662 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| 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 | $5,000,000 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $5,000,000 |
| Net assets without donor restrictions | $206,768,662 |
| 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 | $211,768,662 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that Margaret E Haas Fund has recieved totaling $356,390.
| Awarding Organization | Amount |
|---|---|
Marin Community Foundation Novato, CA PURPOSE: PROVIDE GENERAL OPERATING SUPPORT | $356,390 |
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 |