Our on-going commitment to transparency is a reflection of our mission — to build a healthy, just, and vibrant society in which people feel connected to and responsible for their community.
The Walter & Elise Haas Fund shares real-time grants data and champions cross-sector work and community cooperation. Our grantmaking leverages partnerships and collaborations to produce results that no single actor could accomplish alone.
Here are some of the ever-growing ways in which we share knowledge and resources:
IRS Informational Returns
The IRS 990-PF informational returns linked below provide fiscal data for the Fund, including names of our trustees and officers, application information, and complete lists of grants (which are also searchable on this website).
Candid. has a helpful resource on how to read the 990-PF.
Informational returns filed prior to 2014 are searchable at the State of California Attorney General’s site. Use the Fund’s FEIN 946068564 to search for Fund-related documents.
The Fund’s financial statements are independently audited each year. The audit includes important information about Fund expenditures and the value of its investments, plus a look back at the prior year to help you understand trends. The Wallace Foundation and FMA have published this video tutorial that explains how to read audited financial statements.
To inspect audited financial statements from prior periods, please contact us.
Grantee Perception Reports
While the grantor/grantee relationship can be complex, both staff and trustees are guided by a deep understanding that our work as funders has little or no meaning without the incredible efforts of the nonprofit organizations to which we provide resources.
Since 2007 the Fund has engaged the Center for Effective Philanthropy (CEP), an independent nonprofit organization, to conduct an anonymous survey of our grantees. CEP provides comparative data from thousands of grantees from over 120 foundations.