2025-11-13T16:10:34-06:00 2024-12-31 330737981 CBIZ ADVISORS LLC 10474 SANTA MONICA BLVD SUITE 200 LOS ANGELES CA 90025 990PF 2024-01-01 954724825 GENE HAAS FOUNDATION GENE 8052781800 2800 STURGIS ROAD OXNARD CA 93030 ROBERT MURRAY CFO 8052781800 2025-11-05 1 0 DAVID ADAMS P00179602 3102682000 2025-11-05 2024 2025-03-06 01:10:19Z X 979964746 X 160002477 32149858 32149858 2865251 2865251 28477 434123469 28477 64030 0 195110093 35043586 0 0 0 427293 0 0 14838 0 0 42375 0 0 454914 113076 0 711308 38224 0 337737 0 242615 1988465 151300 242615 29110859 29967047 31099324 151300 30209662 164010769 34892286 211018879 37443065 37443065 477587671 793981192 793981192 79537488 99968269 99968269 32802787 42520607 42520607 4573053 6051613 6051613 805519878 979964746 979964746 60052 40306 5422932 4550665 376303 532550 5859287 5123521 X 799660591 974841225 799660591 974841225 805519878 979964746 799660591 164010769 11169865 974841225 0 974841225 DETAIL UPON REQUEST (SEE ATTACHED STMT - VARIOUS DATES) P 2024-01-01 2024-12-31 434123469 434094992 28477 28477 28477 485003 0 485003 0 485003 447707 0 525000 0 972707 1096 486608 486608 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 1 1 WWW.GHAASFOUNDATION.ORG HAAS HOLDINGS INC 8052781800 2800 STURGIS ROAD OXNARD CA 93030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GENE F HAAS 2800 STURGIS ROAD OXNARD CA 93030 PRESIDENT 1.00 0 0 0 DARLENE HILZ 2800 STURGIS ROAD OXNARD CA 93030 SECRETARY 1.00 0 0 0 ROBERT MURRAY 2800 STURGIS ROAD OXNARD CA 93030 C.F.O. 2.00 0 0 0 KATHY LOOMAN 1671 INDUS ST NEWPORT BEACH CA 92660 GHF DIRECTOR EDUCATI 40.00 195692 37182 0 AMY SISK 906 WEST SIERRA SANTA ANA CA 92707 HTEC PROGRAM COORDIN 40.00 87963 8796 0 KATARINA VERONICA 644 EAST SCOTT ST PORT HUENEME CA 93041 GHF GRANTS ADMIN 40.00 87411 8623 0 0 KURT ZIERHUT 41 MARINE VIEW DRIVE CAMARILLO CA 93010 CONSULTING, REIMBURSED TRAVEL AND OTHER COSTS. 220000 JOANNE HAAS 20859 PIAZZA WAY NORTHRIDGE CA 91326 CONSULTING, REIMBURSED TRAVEL AND OTHER COSTS. 84335 0 0 732436717 99949099 0 832385816 0 0 832385816 12485787 819900029 40995001 40995001 485003 485003 40509998 0 40509998 0 40509998 30209662 0 30209662 40509998 5839555 0 0 30209662 5839555 0 0 24370107 0 0 0 0 0 0 0 0 16139891 0 0 0 GENE F HAAS KATRINA VERONICA 2800 STURGIS ROAD OXNARD OXNARD CA 93030 8052788520 KVERONICA@HAASCNC.COM SUBMIT APPLICATIONS ONLINE AT WWW.GHAASFOUNDATION.ORG, WHERE INFORMATION REQUIREMENTS ARE SPELLED OUT FOR EACH PROGRAM CATEGORY. VARIES DEPENDING ON THE PROGRAM CATEGORY. SEE WEBSITE FOR DETAILS. FOCUS: EDUCATION IN MANUFACTURING TECHNOLOGIES (CNC MACHINING) AND SUPPORTING LOCAL ORGANIZATIONS IN VENTURA, CA; CLARK, NV; AND CABARRUS, NC. SECONDARY SCHOOL GRANTS (GRADES 9-12): PUBLIC/PRIVATE HIGH SCHOOLS WITH 501(C)(3) STATUS. POST-SECONDARY GRANTS (GRADES 13+): COMMUNITY COLLEGES, TRADE/TECHNICAL SCHOOLS, UNIVERSITIES WITH 501(C)(3) STATUS. COMPETITION TEAMS GRANTS (GRADES 8 THRU COLLEGE): FIRST(FRC & FTC), SAE, AND OTHER PRE-APPROVED COMPETITIONS VIA SCHOOLS, FOUNDATIONS, OR 501(C)(3) TEAMS. COMMUNITY GRANTS: 501(C)(3) ORGANIZATIONS IMPROVING QUALITY OF LIFE IN VENTURA, CA; CLARK, NV; CABARRUS, NC. DETAIL UPON REQUEST - SEE ATTACHED STATEMENT B FOR VARIOUS STREET FOR VARIOUS CITIES ST CA 93145 SEE ATTACHMENT B 29967047 29967047 INNOVATION FARM SCARL VIA NAZIONALE VIZ NAZIONALE 8 FORNOVO DI TARO PR IT 43045 NAMING RIGHTS 500000 WALLACE STATE COMMUNITY COLLEGE PO BOX 200 HANCEVILLE AL 350772000 NAMING RIGHTS 500000 SOUTHWESTERN ILLINOIS COLLEGE FOUNDATION 2500 CARLYLE AVE BELLEVILLE IL 62221 NAMING RIGHTS 500000 STATE TECHNICAL COLLEGE OF MISSOURI ONE TECHNOLOGY DRIVE LINN MO 65051 NAMING RIGHTS 500000 GADSDEN STATE COMMUNITY COLLEGE PO BOX 227 GADSDEN AL 359020227 NAMING RIGHTS 400000 AFPI 9 RUE DE IHALBRANE BOUGENAIS CEDEX FR 44340 NAMING RIGHTS 353165 NASA HUNCH FOUNDATION 218 S WALNUT ST WEBSTER TX 77598 NAMING RIGHTS 300000 MID-STATE FOUNDATION 500 32ND STREET NORTH WISCONSIN RAPIDS WI 54494 NAMING RIGHTS AND SCHOLARSHIPS 280000 RENSSELAER POLYTECHNIC INSTITUTE 110 8TH STREET TROY NY 12180 NAMING RIGHTS 250000 GADSDEN STATE COMMUNITY COLLEGE PO BOX 227 GADSDEN AL 359020227 SCHOLARSHIPS 200000 WALLACE STATE COMMUNITY COLLEGE PO BOX 200 HANCEVILLE AL 350772000 SCHOLARSHIPS 200000 RICHARD J DALEY COLLEGE 1800 NORTH WABASH AVENUE SUITE 200C CHICAGO IL 60601 NAMING RIGHTS 100000 BOYS AND GIRLS CLUB OF GREATER OXNARD AND PORT HUENEME 1900 WEST 5TH ST OXNARD CA 93030 NAMING RIGHTS 100000 PENNSYLVANIA COLLEGE OF TECHNOLOGY FOUNDATION INC ONE COLLEGE AVENUE WILLIAMSPORT PA 17701 NAMING RIGHTS 100000 THE SALVATION ARMY SOUTHERN NEVADA 2900 PALOMINO LN LAS VEGAS NV 89107 COMMUNITY GRANT 60000 SECOND HARVEST FOOD BANK OF METROLINA 500-B SPRATT STREET CHARLOTTE NC 28206 COMMUNITY SUPPORT 50000 CONESTOGA COLLEGE 25 REUTER DRIVE CAMBRIDGE CA N3E 1A9 SCHOLARSHIPS 25000 VENTURA COUNTY TAXPAYERS FOUNDATION 5156 MCGRATH ST VENTURA CA 93003 COMMUNITY SUPPORT 20500 CENTRAL ALABAMA COMMUNITY COLLEGE 1675 CHEROKEE ROAD ALEXANDER CITY AL 35010 SCHOLARSHIPS 20000 JOHNSTON COMMUNITY COLLEGE FOUNDATION PO BOX 2350 SMITHFIELD NC 27577 SCHOLARSHIPS 18000 NORTHERN MINNESOTA ROBOTICS CONFERENCE PO BOX 416 BEMIDJI MN 56619 EDUCATION SUPPORT 10000 GRAND CANYON UNIVERSITY 3300 W CAMELBACK ROAD PHOENIX AZ 85017 SCHOLARSHIPS 5000 CARNEGIE MELLON UNIVERSITY PO BOX 371032 PITTSBURGH PA 152507032 SCHOLARSHIPS 2750 ASUCFORMULA SAE (SOCIETY OF AUTOMOTIVE ENGINEERS) 2120 ETCHEVERRY HALL BERKELEY CA 94709 SCHOLARSHIPS 2750 TEAM SCREAM ROBOTICS INC 2010 TIGER PRIDE BLVD SEDALIA MO 65301 SCHOLARSHIPS 2750 HAMILTON FOUNDATION FOR STUDENT SUCCESS PO BOX 2558 HAMILTON CA L8N 3L1 SCHOLARSHIPS 2750 FIU FOUNDATION 10555 WEST FLAGLER STREET MIAMI FL 33174 SCHOLARSHIPS 2750 WSU FOUNDATION PO BOX 641927 PULLMAN WA 991641927 SCHOLARSHIPS 2750 LAURENTIAN UNIVERSITY ATTN LU VOYAGEURS RACING CLUB 935 RAMSEY LAKE RD SUDBURY CA P3E 2C6 SCHOLARSHIPS 2750 UNT FOUNDATION 1705 W SYCAMORE ST DENTON TX 76201 SCHOLARSHIPS 2750 MILLIKEN MILLS HIGH SCHOOL 7522 KENNEDY RD UNIONVILLE CA L3R 9S5 SCHOLARSHIPS 2750 OCTOBOTS ROBOTICS 1525 SAN MIGUEL AVE SANTA BARBARA CA 93109 SCHOLARSHIPS 2750 UNIVERSITY OF KENTUCKY (SOLAR CAR) 259 RALPH G ANDERSON BLDG LEXINGTON KY 405060503 SCHOLARSHIPS 2750 MINNETONKA HIGH SCHOOL 18301 HIGHWAY 7 MINNETONKA MN 55345 SCHOLARSHIPS 2750 DUKE UNIVERSITY 110 SCIENCE DRIVE BOX 90271 DURHAM NC 27708 SCHOLARSHIPS 2750 COLLEGIATE CHAPTER OF SAE INTL AT TEXAS STATE UNI 601 UNIVERSITY DR SAN MARCOS TX 78666 SCHOLARSHIPS 2750 WAYZATA HIGH SCHOOL 4955 PEONY LN N PLYMOUTH MN 55446 SCHOLARSHIPS 2750 JOHN JAY SCIENCE AND ENGINEERING ACADEMY 7611 MARBACH RD SAN ANTONIO TX 78227 SCHOLARSHIPS 2750 CLARK COUNTY SCHOOL DISTRICT 5100 W SAHARA AVE LAS VEGAS NV 89146 SCHOLARSHIPS 2750 DACULA HIGH SCHOOL 123 BROAD ST DACULA GA 30019 SCHOLARSHIPS 2750 FREMONT INSTITUTE OF ROBOTICS EDUCATION 4285 SANTA MONICA TERRACE FREMONT CA 94539 SCHOLARSHIPS 2750 WOODINVILLE HIGH SCHOOL 19819 136TH AVE NE WOODINVILLE WA 98072 SCHOLARSHIPS 2750 ROBOTICS FOR ALL 16169 NORTHUP WAY BELLEVUE WA 98008 SCHOLARSHIPS 2000 HALF HOLLOW HILLS HIGH SCHOOL WEST 375 WOLF HILL RD DIX HILLS NY 11746 SCHOLARSHIPS 2000 4550665 HTEC PROGRAM REVENUES 64029 14 32149858 14 2865251 01 28477 OTHER INCOME 900099 1 14 1 35043586 64029 35107616 1A TECHNICAL EDUCATORS CONFERENCE HELD TO SUPPORT EDUCATION PROGRAMS TEACHING CNC BY PROVIDING OPPORTUNITIES FOR EDUCATORS AND OTHER RESOURCE PROVIDERS TO CONNECT, NETWORK, MENTOR, AND LEARN BEST PRACTICES. 0 0 0 0 0 0 0 0 0 0 X X 1 GENE HAAS 2800 STURGIS ROAD OXNARD CA 93030 160000000 X 2 HAAS AUTOMATION INC 2800 STURGIS ROAD OXNARD CA 93030 2477 X 2 EMPLOYEE BENEFIT COSTS ABSORBED BY HAAS AUTOMATION IN 2024 2477 2024-12-31 ACCOUNTING FEE 42375 0 0 CHARLES SCHWAB - EQUITY 42520607 42520607 CHARLES SCHWAB - EQUITY (MARKET CHANGE) 41165142 41165142 CHARLES SCHWAB - EQUITY 58803127 58803127 690827133 690827133 103154059 103154059 PREPAID TAXES 97708 -37295 -37295 ACCRUED INTEREST RECEIVABLE U.S. TREASURY NOTES 3416281 4681935 4681935 ACCRUED DIVIDENDS 79367 170387 170387 ACCRUED INTEREST RECEIVABLE MUNICIPAL BONDS 703646 811034 811034 ACCRUED INTEREST RECEIVABLE - CORP BONDS 269270 411499 411499 PREPAID EXPENSE 6781 14053 14053 BANK CHARGES 1340 0 0 TRAVEL 59142 0 0 ADVERTISING 18272 0 0 OFFICE SUPPLIES 4415 0 0 DUES AND SUBSCRIPTIONS 17347 0 0 WORKERS COMPENSATION INSURANCE 2444 0 0 HTEC EXPENSES 234777 0 242615 HTEC PROGRAM REVENUES 64029 64029 OTHER INCOME 1 1 UNREALIZED GAIN ON MARKETABLE SECURITIES 11153786 UNREALIZED FOREIGN EXCHANGE GAIN - QUALIFYING DISTRIBUTION 16079 DEFERRED TAX LIABILITY 376303 531342 EMPLOYEE PENSION PAYABLE 0 1208 CONSULTING FEES & OTHER PROFESSIONAL FEES 341838 0 0 INVESTMENT ADVISOR FEE 113076 113076 0 TAXES & LICENSES 1000 0 0 FOREIGN TAX PAID 38224 38224 0 EXCISE TAXES 640040 0 0 PAYROLL TAXES 32044 0 0