Nonprofit · EIN 94-6068932
EVELYN AND WALTER HAAS JR FUND
Tax-exempt · SAN FRANCISCO, CA 94111
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $43,288,420 | $38,257,158 | $5,031,262 | $484,032,861 | $15,511,917 | $468,520,944 |
| December 31, 2023 | 990-PF | $10,244,968 | $39,898,742 | -$29,653,774 | $469,121,844 | $18,499,349 | $450,622,495 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $12,189,942
- Interest
- $30,949
- Net gain from sales of assets
- $25,969,586
- Other income
- $5,097,943
Expenses
- Grants and similar amounts paid
- $21,909,378
- Compensation of officers, directors and key employees
- $727,140
- Salaries, compensation and benefits (total)
- $2,124,590
- Disbursements for charitable purposes
- $29,880,503
- Excise tax on investment income
- $419,568
Balance sheet and other
- Total assets, start of year
- $469,121,844
- Total assets, end of year
- $484,032,861
- Total liabilities, end of year
- $15,511,917
- Net assets, end of year
- $468,520,944
- Fair market value of assets
- $484,032,861
- Qualifying distributions
- $29,880,503
- Net investment income
- $41,661,406
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.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHY CHA 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | PRESIDENT AND CEO | 40 | $462,540 | $137,446 |
| MARCOS OROZCO III 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | SECRETARY AND TREASURER | 40 | $264,600 | $74,426 |
| IRA HIRSCHFIELD 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | PRESIDENT EMERITUS Highest-paid employee | 40 | $250,000 | $59,217 |
| ROBERT JOSEPH 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | VICE PRESIDENT OF PR Highest-paid employee | 40 | $249,949 | $70,957 |
| RAUL MACIAS 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | PROGRAM DIRECTOR Highest-paid employee | 40 | $183,349 | $80,616 |
| MALIHA SADIQ 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR OF COMMUNIC Highest-paid employee | 40 | $179,010 | $81,053 |
| MICHAEL GREEN 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $158,374 | $56,185 |
| WALTER J HAAS 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | CHAIR | 8 | $0 | $0 |
| ELIZABETH H EISENHARDT 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR | 2 | $0 | $0 |
| ROBERT D HAAS 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR | 2 | $0 | $0 |
| JESSE EISENHARDT 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR | 2 | $0 | $0 |
| ELISE HAAS 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR | 2 | $0 | $0 |
| WALTER A HAAS III 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR | 2 | $0 | $0 |
990-PF for the year ended December 31, 2023: 13 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| CATHY CHA 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | PRESIDENT AND CEO | 40 | $440,373 | $131,208 |
| MARCOS OROZCO III 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | SECRETARY AND TREASURER | 40 | $251,122 | $70,530 |
| IRA HIRSCHFIELD 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | PRESIDENT EMERITUS Highest-paid employee | 40 | $250,000 | $67,569 |
| ROBERT JOSEPH 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | VICE PRESIDENT OF PR Highest-paid employee | 40 | $241,335 | $67,923 |
| RAUL MACIAS 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | PROGRAM DIRECTOR Highest-paid employee | 40 | $188,135 | $61,510 |
| MICHAEL GREEN 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR OF FINANCE Highest-paid employee | 40 | $174,198 | $63,067 |
| MALIHA SADIQ 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR OF COMMUNIC Highest-paid employee | 40 | $172,125 | $73,459 |
| WALTER J HAAS 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | CHAIR | 8 | $0 | $0 |
| ELIZABETH H EISENHARDT 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR | 2 | $0 | $0 |
| ROBERT D HAAS 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR | 2 | $0 | $0 |
| JESSE EISENHARDT 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR | 2 | $0 | $0 |
| ELISE HAAS 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR | 2 | $0 | $0 |
| WALTER A HAAS III 450 SANSOME STREET 16TH FLOOR, SAN FRANCISCO, CA 941113324 | DIRECTOR | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 450 SANSOME ST, SAN FRANCISCO, CA 94111-3306
- Signed the 990-PF
- MARK OROZCO, VP OF FINANCE AND OPERATIONS
- Phone
- (415) 856-1400
- Website
- WWW.HAASJR.ORG
- Return prepared by
- HOOD & STRONG LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 94-6068932 or by the name EVELYN AND WALTER HAAS JR FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 94-6068932
- 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
- 1954
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $484,032,861
- Income (IRS master file)
- $43,288,420
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $43,288,420 | $38,257,158 | $484,032,861 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $10,244,968 | $39,898,742 | $469,121,844 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | 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 94-6068932).
Questions about EVELYN AND WALTER HAAS JR FUND
- What is the EIN of EVELYN AND WALTER HAAS JR FUND?
- The employer identification number (EIN) of EVELYN AND WALTER HAAS JR FUND is 94-6068932.
- Is EVELYN AND WALTER HAAS JR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1954.
- Are donations to EVELYN AND WALTER HAAS JR FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EVELYN AND WALTER HAAS JR FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EVELYN AND WALTER HAAS JR 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 EVELYN AND WALTER HAAS JR 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 EVELYN AND WALTER HAAS JR FUND?
- The 990-PF for the year ended December 31, 2024 lists 13 people; 7 received compensation from the organization, the highest $462,540 (CATHY CHA, PRESIDENT AND CEO).
- How much revenue does EVELYN AND WALTER HAAS JR FUND have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $43,288,420, expenses of $38,257,158 and total assets of $484,032,861 at year end.
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