Walter And Elise Haas Fund

San Francisco, CA
Tax-exempt since March 1953
EIN: 94-6068564

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$30.5M (2023)

Expenses

$18.4M (2023)

Total Assets

$253M (2023)

Total Liabilities

$1.71M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$30,500,482

Expenses

$18,366,401

Net Income

$12,134,081

Net Assets

$250,800,481

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$12,385	0.0%
Dividends	$676,521	2.2%
Sales of Assets	$12,174,986	39.9%
Other Income	$17,636,590	57.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,672,168	90.8%
Compensation of Officers*	$416,350	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$252,512,662
Total Liabilities	$1,712,181
Net Assets	$250,800,481

Compensation

Key Employees and Officers	Compensation	Other
Jamie Allison (Executive Director)	$416,350	$75,378
Pui Ling Tam (Program Lead)	$191,735	$46,837
Stephanie Rapp (Program Lead)	$190,540	$87,541
Sarah L O'kane (Administrator)	$167,855	$53,070
Anna Hernandez (Strategist)	$155,792	$33,706
Faiza Bukhari (Program Lead)	$127,000	$28,533
Peter E Haas Jr (Trustee Emeritus)	$0	$0
Charlotte H Prime (Trustee)	$0	$0
Jennifer C Haas (Trustee)	$0	$0
Daniel S Goldman (Trustee)	$0	$0
E Sarah Eisenhardt (Trustee)	$0	$0
Bradley J Haas (Trustee/President)	$0	$0
Alejandro Foung (Trustee)	$0	$0
Allison M Eisenhardt (Trustee)	$0	$0

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990-PF

Filed on Nov. 15, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

-$33,483,244

Expenses

$16,338,216

Net Income

-$49,821,460

Net Assets

$238,666,400

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18,365
Dividends	$560,160
Sales of Assets	$31,895,948
Other Income	-$65,957,717

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,521,888	95.0%
Compensation of Officers*	$378,500	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$240,889,163
Total Liabilities	$2,222,763
Net Assets	$238,666,400

Compensation

Key Employees and Officers	Compensation	Other
Jamie Allison (Executive Director)	$378,500	$68,561
Stephanie Rapp (Sr. Program Officer)	$182,500	$81,444
Pui Ling Tam (Program Officer)	$166,250	$43,550
Sarah L O'kane (Director Of Admin.)	$156,250	$56,138
Anna Hernandez (Executive Associate)	$142,500	$31,699
Faiza Bukhari (Program Assistant)	$122,500	$27,583
Peter E Haas Jr (Trustee Emeritus)	$0	$0
Charlotte H Prime (Trustee/President)	$0	$0
Jennifer C Haas (Trustee)	$0	$0
Daniel S Goldman (Trustee)	$0	$0
E Sarah Eisenhardt (Trustee)	$0	$0
Bradley J Haas (Trustee)	$0	$0
Alejandro Foung (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2023

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2021

Revenue

$45,613,238

Expenses

$18,705,086

Net Income

$26,908,152

Net Assets

$288,487,860

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$600	0.0%
Dividends	$476,402	1.0%
Sales of Assets	$11,439,219	25.1%
Other Income	$33,697,017	73.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,732,529	89.5%
Compensation of Officers*	$360,468	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$290,773,419
Total Liabilities	$2,285,559
Net Assets	$288,487,860

Compensation

Key Employees and Officers	Compensation	Other
Jamie Allison (Executive Dir/Secry/Treasurer)	$360,468	$65,062
Frances Phillips (Program Director)	$178,785	$46,609
Stephanie Rapp (Sr.Program Officer)	$172,000	$77,058
Pui Ling Tam (Program Officer)	$150,000	$41,670
Sarah L O'kane (Director Of Admin.)	$140,000	$52,207
Padmini Parhasarathy (Sr. Program Officer)	$129,739	$28,458
Peter E Haas Jr (Trustee Emeritus)	$0	$0
Charlotte H Prime (Trustee/President)	$0	$0
Elizabeth H Eisenhardt (Trustee Emeritus)	$0	$0
Jennifer C Haas (Trustee)	$0	$0
Daniel S Goldman (Trustee)	$0	$0
E Sarah Eisenhardt (Trustee)	$0	$0
Bradley J Haas (Trustee)	$0	$0
Alejandro Foung (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$42,305,832

Expenses

$17,087,431

Net Income

$25,218,401

Net Assets

$261,579,708

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,101	0.0%
Dividends	$376,716	0.9%
Sales of Assets	$17,072,281	40.4%
Other Income	$24,854,734	58.8%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,891,404	93.0%
Compensation of Officers*	$302,000	1.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$263,301,616
Total Liabilities	$1,721,908
Net Assets	$261,579,708

Compensation

Key Employees and Officers	Compensation	Other
Jamie Allison (Executive Dir/Secry/Treasurer)	$302,000	$55,510
Frances Phillips (Program Director)	$194,250	$51,749
Stephanie Rapp (Sr.Program Officer)	$177,750	$75,781
Sarah O'kane (Director Of Admin.)	$135,250	$49,212
Pui Ling Tam (Program Officer)	$130,000	$33,865
Padmini Parhasarathy (Sr. Program Officer)	$128,788	$27,928
Peter E Haas Jr (Trustee Emeritus)	$0	$0
Charlotte H Prime (Trustee)	$0	$0
Elizabeth H Eisenhardt (Trustee Emeritus)	$0	$0
John D Goldman (Trustee/President)	$0	$0
Jennifer C Haas (Trustee)	$0	$0
Daniel S Goldman (Trustee)	$0	$0
Sarah Eisenhardt (Trustee)	$0	$0
Bradley Haas (Trustee)	$0	$0
Alejandro Foung (Trustee)	$0	$0

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990-PF

Filed on Nov. 10, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$40,234,428

Expenses

$15,305,531

Net Income

$24,928,897

Net Assets

$236,361,307

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,467	0.0%
Dividends	$473,557	1.2%
Sales of Assets	$5,302,284	13.2%
Other Income	$34,454,120	85.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,262,631	86.7%
Compensation of Officers*	$254,400	1.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$237,988,230
Total Liabilities	$1,626,923
Net Assets	$236,361,307

Compensation

Key Employees and Officers	Compensation	Other
Jamie Allison (Executive Dir/Secry/Treasurer)	$254,400	$48,129
Frances Phillips (Program Director)	$189,000	$50,712
Stephanie Rapp (Sr.Program Officer)	$168,000	$71,863
Padmini Parhasarathy (Sr. Program Officer)	$161,000	$31,545
Sarah O'kane (Director Of Admin.)	$128,000	$46,431
Marcel Marania (Grants Manager)	$103,500	$28,802
Peter E Haas Jr (Trustee/President)	$0	$0
Charlotte H Prime (Trustee)	$0	$0
Elizabeth H Eisenhardt (Trustee)	$0	$0
John D Goldman (Trustee/President)	$0	$0
Jennifer C Haas (Trustee)	$0	$0
Daniel S Goldman (Trustee)	$0	$0

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990-PF

Filed on Nov. 4, 2020

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

-$2,649,032

Expenses

$15,904,343

Net Income

-$18,553,375

Net Assets

$211,432,410

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$536,868
Sales of Assets	$15,132,351
Other Income	-$18,318,251

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,559,768	91.5%
Compensation of Officers*	$223,000	1.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$212,440,896
Total Liabilities	$1,008,486
Net Assets	$211,432,410

Compensation

Key Employees and Officers	Compensation	Other
Jamie Allison (Executive Dir/Secry/Treasurer)	$223,000	$41,144
Frances Phillips (Program Officer)	$180,000	$47,798
Stephanie Rapp (Program Officer)	$160,000	$64,764
Susan Kagehiro (Program Officer)	$133,363	$26,672
Sarah O'kane (Adminstrator)	$121,500	$39,559
Elena Chavez Quezada (Program Officer)	$105,271	$30,440
Peter E Haas Jr (Trustee/President)	$0	$0
Charlotte H Prime (Trustee)	$0	$0
Elizabeth H Eisenhardt (Trustee)	$0	$0
John D Goldman (Trustee)	$0	$0
Jennifer C Haas (Trustee)	$0	$0
Daniel S Goldman (Trustee)	$0	$0

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990-PF

Filed on Nov. 4, 2019

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2017

Revenue

$33,849,574

Expenses

$15,852,521

Net Income

$17,997,053

Net Assets

$229,985,785

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,896,560	5.6%
Sales of Assets	$13,173,362	38.9%
Other Income	$18,779,652	55.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,985,105	88.2%
Compensation of Officers*	$358,947	2.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$231,641,628
Total Liabilities	$1,655,843
Net Assets	$229,985,785

Compensation

Key Employees and Officers	Compensation	Other
Pamela H David (Executive Dir/Secry/Treasurer)	$358,947	$197,065
Frances Phillips (Program Officer)	$175,000	$48,124
Stephanie Rapp (Program Officer)	$155,000	$64,902
Susan Kagehiro (Program Officer)	$142,000	$34,069
Elena Chavez Quezada (Program Officer)	$135,000	$41,535
Sarah O'kane (Adminstrator)	$115,000	$41,259
Peter E Haas Jr (Trustee/President)	$0	$0
Charlotte H Prime (Trustee)	$0	$0
Elizabeth H Eisenhardt (Trustee)	$0	$0
John D Goldman (Trustee)	$0	$0
Jennifer C Haas (Trustee)	$0	$0
Daniel S Goldman (Trustee)	$0	$0

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990-PF

Filed on Nov. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2016

Revenue

$11,862,951

Expenses

$15,947,645

Net Income

-$4,084,694

Net Assets

$211,988,732

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$827,311	7.0%
Sales of Assets	$5,882,787	49.6%
Other Income	$5,152,853	43.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,187,554	89.0%
Compensation of Officers*	$333,693	2.1%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$212,689,260
Total Liabilities	$700,528
Net Assets	$211,988,732

Compensation

Key Employees and Officers	Compensation	Other
Pamela H David (Executive Dir/Secry/Treasurer)	$333,693	$91,329
Frances Phillips (Program Officer)	$168,943	$45,959
Stephanie Rapp (Program Officer)	$150,884	$61,281
Susan Kagehiro (Program Officer)	$138,310	$32,872
Elena Chavez Quezada (Program Officer)	$125,737	$39,167
Sarah O'kane (Adminstrator)	$110,648	$38,625
Peter E Haas Jr (Trustee)	$0	$0
Walter J Haas (Trustee/President)	$0	$0
Elizabeth H Eisenhardt (Trustee)	$0	$0
John D Goldman (Trustee)	$0	$0
Jennifer C Haas (Trustee)	$0	$0
William S Goldman (Trustee)	$0	$0

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990-PF

Filed on Nov. 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2015

Revenue

$3,303,655

Expenses

$15,914,509

Net Income

-$12,610,854

Net Assets

$216,073,426

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$879,338	26.6%
Sales of Assets	$5,537,347	> 100%
Other Income	-$3,113,030

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,680,984	92.2%
Compensation of Officers*	$319,164	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$216,563,642
Total Liabilities	$490,216
Net Assets	$216,073,426

Compensation

Key Employees and Officers	Compensation	Other
Pamela H David (Executive Dir/Secry/Treasurer)	$319,164	$102,520
Frances Phillips (Program Officer)	$163,266	$51,630
Stephanie Rapp (Program Officer)	$143,422	$62,353
Susan Kagehiro (Program Officer)	$135,084	$33,804
Amanda Feinstein (Program Officer)	$123,611	$37,654
Sarah O'kane (Adminstrator)	$105,906	$35,428
Peter E Haas Jr (Trustee)	$0	$0
Walter J Haas (Trustee/President)	$0	$0
Elizabeth H Eisenhardt (Trustee)	$0	$0
John D Goldman (Trustee)	$0	$0
Jennifer C Haas (Trustee)	$0	$0
William S Goldman (Trustee)	$0	$0

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990-PF

Filed on Nov. 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2014

Revenue

$9,093,073

Expenses

$15,428,065

Net Income

-$6,334,992

Net Assets

$228,684,280

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$853,759	9.4%
Sales of Assets	$15,883,442	> 100%
Other Income	-$7,644,128

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$14,312,507	92.8%
Compensation of Officers*	$303,104	2.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$229,266,015
Total Liabilities	$581,735
Net Assets	$228,684,280

Compensation

Key Employees and Officers	Compensation	Other
Pamela H David (Executive Dir/Secry/Treasurer)	$303,104	$96,924
Frances Phillips (Program Officer)	$158,222	$48,877
Amanda Feinstein (Program Officer)	$141,011	$40,285
Stephanie Rapp (Program Officer)	$138,977	$58,106
Susan Kagehiro (Program Officer)	$130,897	$32,102
Sarah O'kane (Adminstrator)	$102,623	$31,367
Peter E Haas Jr (Trustee)	$0	$0
Walter J Haas (Trustee)	$0	$0
Elizabeth H Eisenhardt (Trustee)	$0	$0
John D Goldman (Trustee)	$0	$0
Jennifer C Haas (Trustee/President)	$0	$0
William S Goldman (Trustee)	$0	$0

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990-PF

Filed on Nov. 13, 2015

Primary tax return for a private foundation's activities, finances, and governance

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990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

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Fiscal Year Ending Dec.
2013

Revenue

$35,301,976

Expenses

$15,453,706

Net Income

$19,848,270

Net Assets

$235,019,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$958,014	2.7%
Sales of Assets	$21,785,414	61.7%
Other Income	$12,558,548	35.6%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,956,545	90.3%
Compensation of Officers*	$297,134	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$235,536,007
Total Liabilities	$516,735
Net Assets	$235,019,272

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$24,546,909

Expenses

$15,655,399

Net Income

$8,891,510

Net Assets

$215,171,001

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$1,886,057	7.7%
Sales of Assets	$3,253,518	13.3%
Other Income	$19,407,334	79.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$13,666,102	87.3%
Compensation of Officers*	$302,252	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$215,734,747
Total Liabilities	$563,746
Net Assets	$215,171,001

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

-$5,491,365

Expenses

$15,040,293

Net Income

-$20,531,658

Net Assets

$206,279,491

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$347
Dividends	$1,906,395
Sales of Assets	$5,571,962
Other Income	-$12,970,069

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$15,159,958	> 100%
Compensation of Officers*	$281,702	1.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$206,983,820
Total Liabilities	$704,329
Net Assets	$206,279,491

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Walter And Elise Haas Fund

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $30.5M (2023)

Expenses $18.4M (2023)

Total Assets $253M (2023)

Total Liabilities $1.71M (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

Revenue

$30.5M (2023)

Expenses

$18.4M (2023)

Total Assets

$253M (2023)

Total Liabilities

$1.71M (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001