Evelyn And Walter Haas Jr Fund
- Assets
- $462.6m
- Revenue
- $31.3m
- Investments
- $459.9m
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 08/1954
- Data as of
- 12/2019
- 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.
For the year ending 12/2019, Evelyn And Walter Haas Jr Fund generated $31.3m in total revenue. This organization has experienced exceptional growth, as over the past 5 years, it has increased revenue by an average of 29.8% each year . All expenses for the organization totaled $38.1m during the year ending 12/2019. While expenses have increased by 5.0% per year over the past 5 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 2,529 individual grants totaling $193,468,647. 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
2019
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 |
|---|---|---|---|
Ira Hirschfield President Emeritus | 40 | $400,000 | |
Cathy Cha President | 40 | $380,000 | |
Monica Pressley Secretary And Treasurer | 40 | $257,000 | |
Matt Foreman Senior Program Direc | 40 | $252,000 | |
Linda Wood Senior Director | 40 | $213,200 | |
Robert Joseph Vice President Of Pr | 40 | $210,829 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Gem | 12/30/19 | $2,634,167 |
Deloitte Tax Llp | 12/30/19 | $57,450 |
William H Woodwell | 12/30/19 | $99,691 |
Philanthropy Northwest | 12/30/19 | $216,622 |
Langtech Systems Consulting | 12/30/19 | $163,954 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $20,662 |
| Dividends & Interest | $0 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $26,193,002 |
| Capital Gain Net Income | $29,470,815 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $5,089,375 |
| Total Revenue | $31,303,039 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $637,000 |
| Other employee salaries and wages | $3,101,465 |
| Pension plans, employee benefits | $1,357,030 |
| Interest | $0 |
| Taxes | $498,667 |
| Depreciation | $413,311 |
| Occupancy | $727,378 |
| Travel, conferences, and meetings | $161,348 |
| Printing and publications | $20,087 |
| Other expenses | $729,696 |
| Total operating and administrative expenses | $10,747,288 |
| Contributions, gifts, grants paid | $27,367,220 |
| Total expenses and disbursements | $38,114,508 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $203,420 |
| 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 | $167,506 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $420,298,616 |
| Net Land, buildings, and equipment | $508,915 |
| Other assets | $1,890,461 |
| Total assets | $462,643,905 |
| Accounts payable and accrued expenses | $530,325 |
| Grants payable | $12,744,303 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $2,977,616 |
| Total liabilities | $16,252,244 |
Grants Awarded
Over the last fiscal year, Evelyn And Walter Haas Jr Fund has awarded $34,818,425 in support to 390 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION PURPOSE: TO TRANSFORM THE STUDENT POPULATION AND CREATE A MORE WELCOMING AND INCLUSIVE CAMPUS. | $6,975,000 |
UNIVERSITY OF CALIFORNIA BERKELEY FOUNDATION PURPOSE: TO TRANSFORM THE STUDENT POPULATION AND CREATE A MORE WELCOMING AND INCLUSIVE CAMPUS. | $3,025,000 |
Oakland, CA PURPOSE: TO SCALE THE PROGRAM'S REACH AND IMPACT. | $1,579,153 |
San Francisco, CA PURPOSE: TO SUPPORT THE HAAS LEADERSHIP INITIATIVES PROJECT TO STRENGTHEN THE LEADERSHIP OF FUND GRANTEES AND ADVANCE SPECIAL INITIATIVES IN FUNDRAISING, RACIAL EQUITY, AND PROGRAM EXPANSION. | $1,200,000 |
Oakland, CA PURPOSE: TO SUPPORT THE IMMIGRANT RISING PROJECT'S CALIFORNIA CAMPUS CATALYST FUND, A PROGRAM TO EXPAND SUPPORT SERVICES TO UNDOCUMENTED IMMIGRANTS AT CAMPUSES IN CALIFORNIA'S PUBLIC HIGHER EDUCATION SYSTEMS. | $1,000,000 |
San Francisco, CA PURPOSE: FOR EMERGENCY SUPPORT TO FAMILIES AND INDIVIDUALS IN THE BAY AREA. | $900,000 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
The Energy Foundation San Francisco, CA | $101,883,000 | $125,609,558 |
Gerson Bakar Foundation San Francisco, CA | $820,628,561 | $470,431,818 |
Helen And Sanford Diller Family Foundation San Mateo, CA | $0 | $103,100,333 |
Koum Family Foundation Menlo Park, CA | $1,835,620,491 | $59,731,479 |
Knight Foundation Beaverton, OR | $2,272,552,214 | $887,142,889 |
The Eric And Wendy Schmidt Fund For Strategic Innovation Palo Alto, CA | $585,768,391 | $128,642,441 |
Shimon Ben Joseph Foundation San Francisco, CA | $1,342,598,467 | $238,519,173 |
H&h Evergreen Foundation Menlo Park, CA | $393,647,714 | $39,435,652 |
Virginia G Piper Charitable Trust 08-11-95 Phoenix, AZ | $0 | $20,303,134 |
The David Geffen Foundation Los Angeles, CA | $561,463,212 | $85,583,701 |
California Physicians Service Foundation San Francisco, CA | $102,893,620 | $51,076,766 |
Stupski Foundation San Francisco, CA | $238,777,806 | $15,248,358 |