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Nonprofit · EIN 94-6064551

MIMI AND PETER HAAS FUND

Tax-exempt · SAN FRANCISCO, CA 94111

Financials

$17.4M$17.5M2023$18.9M$19M2024
Revenue Expenses · by fiscal year end
Financials of MIMI AND PETER HAAS FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-PF$18,897,247$18,976,612-$79,365$177,622,622$4,548,563$173,074,059
December 31, 2023990-PF$17,441,541$17,477,534-$35,993$175,868,377$2,714,953$173,153,424
Financial details: 990-PF for the year ended December 31, 2024

Revenue

Dividends
$577,412
Interest
$19,187
Net gain from sales of assets
$6,645,413
Other income
$11,655,235

Expenses

Grants and similar amounts paid
$15,534,131
Compensation of officers, directors and key employees
$354,709
Salaries, compensation and benefits (total)
$413,113
Disbursements for charitable purposes
$16,610,877
Excise tax on investment income
$118,606

Balance sheet and other

Total assets, start of year
$175,868,377
Total assets, end of year
$177,622,622
Total liabilities, end of year
$4,548,563
Net assets, end of year
$173,074,059
Fair market value of assets
$177,622,622
Qualifying distributions
$16,610,877
Net investment income
$10,389,704

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
KARINA MORENO
C/O ARGONAUT SECURITIES CO 1155, BATTERY STREET LS7W, SAN FRANCISCO, CA 94111
EXECUT.DIR/SECRETARY/TREASURER40$354,709$86,199
JENNIFER CURRAN
C/O ARGONAUT SECURITIES CO, SAN FRANCISCO, CA 94111
PROGRAM DIRECTOR
Highest-paid employee
40$175,159$26,274
MARTIN D TILZER
C/O ARGONAUT SECURITIES CO, SAN FRANCISCO, CA 94111
FINANCIAL MANAGER
Highest-paid employee
40$137,954$39,043
EVA LUO
C/O ARGONAUT SECURITIES CO, SAN FRANCISCO, CA 94111
ADMINISTRATIVE AND G
Highest-paid employee
40$100,000$21,879
MIRIAM L HAAS
C/O ARGONAUT SECURITIES CO 1155, BATTERY STREET LS7W, SAN FRANCISCO, CA 94111
TRUSTEE/PRESIDENT10$0$0
ARI A LURIE
C/O ARGONAUT SECURITIES CO 1155, BATTERY STREET LS7W, SAN FRANCISCO, CA 94111
TRUSTEE1$0$0
990-PF for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationOther / benefits
KARINA MORENO
C/O ARGONAUT SECURITIES CO 1155, BATTERY STREET LS7W, SAN FRANCISCO, CA 94111
EXECUT.DIR/SECRETARY/TREASURER40$337,818$57,452
JENNIFER CURRAN
C/O ARGONAUT SECURITIES CO, SAN FRANCISCO, CA 94111
PROGRAM DIRECTOR
Highest-paid employee
40$166,818$25,023
MARTIN D TILZER
C/O ARGONAUT SECURITIES CO, SAN FRANCISCO, CA 94111
FINANCE MANAGER
Highest-paid employee
40$133,936$31,776
EVA LUO
C/O ARGONAUT SECURITIES CO, SAN FRANCISCO, CA 94111
EXECUTIVE ASSISTANT
Highest-paid employee
40$85,000$17,462
MIRIAM L HAAS
C/O ARGONAUT SECURITIES CO 1155, BATTERY STREET LS7W, SAN FRANCISCO, CA 94111
TRUSTEE/PRESIDENT10$0$0
ARI A LURIE
C/O ARGONAUT SECURITIES CO 1155, BATTERY STREET LS7W, SAN FRANCISCO, CA 94111
TRUSTEE1$0$0
DANIEL L LURIE
C/O ARGONAUT SECURITIES CO 1155, BATTERY STREET LS7W, SAN FRANCISCO, CA 94111
TRUSTEE1$0$0

Address and contacts

Address (IRS master file)
1155 BATTERY ST LS7, SAN FRANCISCO, CA 94111-1203
In care of
% ARGONAUT SECURITIES COMPANY
Signed the 990-PF
KARINA MORENO, EXECUTIVE DIRECTOR
Phone
(415) 296-9249
Return prepared by
ARGONAUT SECURITIES COMPANY

California records

California keeps its own records of charities and corporations. Search them by EIN 94-6064551 or by the name MIMI AND PETER HAAS FUND.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
94-6064551
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1955
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$177,622,622
Income (IRS master file)
$39,143,334

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2024$18,897,247$18,976,612$177,622,622IRS
990-TDecember 2024–––IRS
990-PFDecember 2023$17,441,541$17,477,534$175,868,377XML
990-TDecember 2023–––IRS
990-PFDecember 2022–––IRS
990-TDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-TDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-TDecember 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6064551).

Questions about MIMI AND PETER HAAS FUND

What is the EIN of MIMI AND PETER HAAS FUND?
The employer identification number (EIN) of MIMI AND PETER HAAS FUND is 94-6064551.
Is MIMI AND PETER HAAS FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1955.
Are donations to MIMI AND PETER HAAS FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does MIMI AND PETER HAAS FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of MIMI AND PETER HAAS FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MIMI AND PETER HAAS FUND last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2024.
Who are the officers and directors of MIMI AND PETER HAAS FUND?
The 990-PF for the year ended December 31, 2024 lists 6 people; 4 received compensation from the organization, the highest $354,709 (KARINA MORENO, EXECUT.DIR/SECRETARY/TREASURER).
How much revenue does MIMI AND PETER HAAS FUND have?
On its 990-PF for the year ended December 31, 2024 it reported revenue of $18,897,247, expenses of $18,976,612 and total assets of $177,622,622 at year end.

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