Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THOMAS W HAAS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 789
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENLAND, NH03840
A Employer identification number

26-4036968
B Telephone number (see instructions)

(603) 766-3260
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$130,832,895J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 16,692,435
2 Check bullet.............
3 Interest on savings and temporary cash investments 310 310  
4 Dividends and interest from securities... 1,707,404 1,707,404  
5a Gross rents............ 22,500 22,500  
b Net rental income or (loss) -30,048
6a Net gain or (loss) from sale of assets not on line 10 12,741,815
b Gross sales price for all assets on line 6a 119,254,016
7 Capital gain net income (from Part IV, line 2)... 12,741,815
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 3,245 2,449  
12 Total. Add lines 1 through 11........ 31,167,709 14,474,478  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 43,088 7,081   36,007
b Accounting fees (attach schedule)....... Click to see attachment 19,140 9,570   9,570
c Other professional fees (attach schedule).... Click to see attachment 856,905 606,795   250,110
17 Interest............... 1,377 1,377   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 61,101 16,101   0
19 Depreciation (attach schedule) and depletion... Click to see attachment 15,982 0  
20 Occupancy.............. 41,177 20,589   20,588
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 116,380 111,068   5,312
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,155,150 772,581   321,587
25 Contributions, gifts, grants paid....... 6,257,500 6,257,500
26 Total expenses and disbursements. Add lines 24 and 25 7,412,650 772,581   6,579,087
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,755,059
b Net investment income (if negative, enter -0-) 13,701,897
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 297,404 282,356 282,356
2 Savings and temporary cash investments......... 14,920,047 16,541,397 16,541,397
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment76,594,420 84,981,014
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment19,251,325 19,174,358
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 81,261,062 Click to see attachment7,580,056 9,709,981
14 Land, buildings, and equipment: basis bullet233,164
Less: accumulated depreciation (attach schedule) bullet89,375 159,771 Click to see attachment143,789 143,789
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 96,638,284 120,393,343 130,832,895
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 96,638,284 120,393,343
29 Total net assets or fund balances (see instructions)..... 96,638,284 120,393,343
30 Total liabilities and net assets/fund balances (see instructions). 96,638,284 120,393,343
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
96,638,284
2
Enter amount from Part I, line 27a .....................
2
23,755,059
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
120,393,343
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
120,393,343
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a FIDUCIARY TRUST # - DETAIL AVAILABLE UPON REQUEST P   2020-12-31
b JP MORGAN #7005 - DETAIL AVAILABLE UPON REQUEST P   2020-12-31
c JP MORGAN #9002 - DETAIL AVAILABLE UPON REQUEST P   2020-12-31
d HEALTHPOINT CAPITAL P   2020-12-31
e IRONSIDES PARTNERSHIP FUND II P   2020-12-31
IRONSIDES PARTNERSHIP FUND IV P   2020-12-31
IRONSIDES DIRECT INVESTMENT FUND IV P   2020-12-31
SIGULER GUFF DISTRESSED REAL ESTATE P   2020-12-31
SIGULER GUFF DISTRESSED REAL ESTATE II P   2020-12-31
GREENSPRING GLOBAL PARTNERS P   2020-12-31
ACCOLADE V P   2020-12-31
BOREALIS GRANITE FUND LP P   2020-12-31
ACCOLADE IV P   2020-12-31
SIGULER GUFF SMALL BUYOUT P   2020-12-31
SIGULER GUFF DREOF II P   2020-12-31
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 19,324,623   18,851,306 473,317
b 91,842,304   81,014,314 10,827,990
c 7,008,774   6,622,389 386,385
d     21,250 -21,250
e     2,942 -2,942
14,930     14,930
96,358     96,358
2,935     2,935
5,122     5,122
65,594     65,594
99,972     99,972
165     165
100,128     100,128
21,726     21,726
3,205     3,205
668,180     668,180
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       473,317
b       10,827,990
c       386,385
d       -21,250
e       -2,942
      14,930
      96,358
      2,935
      5,122
      65,594
      99,972
      165
      100,128
      21,726
      3,205
      668,180
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 12,741,815
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 190,456
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 190,456
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 190,456
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 53,875
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 335,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 388,875
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2,568
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 195,851
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet195,851 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDANIELLE KRAVETZ SMIDA Telephone no.bullet (603) 570-2751

    Located atbulletPO BOX 789GREENLANDNH ZIP+4bullet03840
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    THOMAS W HAAS PRESIDENT & TREASURER
    0.25     		0 0 0
    PO BOX 789
    GREENLAND,NH03840
    BENJAMIN F GAYMAN SECRETARY
    0.00     		0 0 0
    PO BOX 789
    GREENLAND,NH03840
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    KITTYHAWK ADVISORS LLC CONSULTING & INVESTMENT MANAGEMENT 500,000
    PO BOX 21948
    PORTSMOUTH,NH03802
    FIDUCIARY TRUST INVESTMENT MANAGEMENT 351,950
    600 FIFTH AVENUE
    NEW YORK,NY10020
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    98,095,154
    b
    Average of monthly cash balances.......................
    1b
    9,865,844
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    107,960,998
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    107,960,998
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,619,415
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    106,341,583
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    5,317,079
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    5,317,079
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    190,456
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    190,456
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    5,126,623
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    5,126,623
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    5,126,623
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    6,579,087
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    6,579,087
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    6,579,087
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 5,126,623
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 3,159,380
    b From 2016...... 2,078,368
    c From 2017...... 3,854,921
    d From 2018...... 6,193,350
    e From 2019...... 6,126,507
    fTotal of lines 3a through e........ 21,412,526
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 6,579,087
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 5,126,623
    e Remaining amount distributed out of corpus 1,452,464
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 22,864,990
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		3,159,380
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		19,705,610
    10 Analysis of line 9:
    a Excess from 2016.... 2,078,368
    b Excess from 2017.... 3,854,921
    c Excess from 2018.... 6,193,350
    d Excess from 2019.... 6,126,507
    e Excess from 2020.... 1,452,464
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    THOMAS W HAAS
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACORN SCHOOL INC
    136 WINNICUTT RD
    STRATHAM,NH03885     		NONE PUBLIC CHARITY CHARITABLE 5,000
    ADELINE C MARSTON SCHOOL
    4 MARSTON WAY
    HAMPTON,NH03842     		NONE PUBLIC CHARITY CHARITABLE 5,000
    ANGEL FACES INC
    2235 ENCINITAS BLVD 107B
    ENCINITAS,CA92024     		NONE PUBLIC CHARITY CHARITABLE 5,000
    BRENTWOOD RECREATION
    190 NH-125
    BRENTWOOD,NH03833     		NONE PUBLIC CHARITY CHARITABLE 2,500
    CAMP SUNSHINE
    35 ACADIA ROAD
    CASCO,ME04015     		NONE PUBLIC CHARITY CHARITABLE 2,500
    CREATIVE HAVERHILL
    21 WINGATE ST
    HAVERHILL,NH01832     		NONE PUBLIC CHARITY CHARITABLE 40,000
    DREXEL UNIVERSITY
    3141 CHESTNUT ST
    PHILADELPHIA,PA19104     		NONE PUBLIC CHARITY CHARITABLE 100,000
    EAA AVIATION FOUNDATION
    3000 POBEREZNY RD
    OSHKOSH,WI54903     		NONE PUBLIC CHARITY CHARITABLE 200,000
    END 68 HOURS OF HUNGER NEWMARKET
    PO BOX 452
    NEWMARKET,NH03857     		NONE PUBLIC CHARITY CHARITABLE 5,000
    EPPING MIDDLE SCHOOL
    33 PRESCOTT RD
    EPPING,NH03042     		NONE PUBLIC CHARITY CHARITABLE 2,500
    ESSEX COUNTY GREENBELT ASSOCIATION
    82 EASTERN AVE
    ESSEX,MD01929     		NONE PUBLIC CHARITY CHARITABLE 7,500
    EXETER AREA CHAMBER CHILDRENS FOUNDATION
    24 FRONT STREET UNIT 101
    EXETER,NH03833     		NONE PUBLIC CHARITY CHARITABLE 6,000
    EXETER HIGH SCHOOL
    1 BLUE HAWK DR
    EXETER,NH03833     		NONE PUBLIC CHARITY CHARITABLE 2,500
    FARMSTEADS OF NEW ENGLAND
    213 CENTER ROAD
    HILLSBOROUGH,CT03244     		NONE PUBLIC CHARITY CHARITABLE 6,000
    FRIENDS OF MEAD BASE CONSERVATION CENTER
    PO BOX 11
    CENTER SANDWICH,RI03227     		NONE PUBLIC CHARITY CHARITABLE 2,500
    FRIENDS OF PROJECT KUCHENGETEDZA ZVLWANIKWA TR
    PO BOX 413
    SANBORNVILLE,NH03872     		NONE PUBLIC CHARITY CHARITABLE 10,000
    FRIENDS OF STRATHAM NH BASEBALL
    10 BUNKER HILL AVENUE
    STRATHAM,NH03885     		NONE PUBLIC CHARITY CHARITABLE 5,000
    LEARNING SKILLS ACADEMY
    1247 WASHINGTON RD 3
    RYE,NH03870     		NONE PUBLIC CHARITY CHARITABLE 5,000
    LIGHTHAWK
    304 MAIN STREET
    LANDER,WY82520     		NONE PUBLIC CHARITY CHARITABLE 100,000
    MANCHESTER ESSEX CONSERVATION TR
    PO BOX 1486
    MANCHESTER,MA01944     		NONE PUBLIC CHARITY CHARITABLE 2,500
    MARY'S DOGS RESCUE
    984 1ST NEW HAMPSHIRE TURNPIKE
    NORTHWOOD,NH03261     		NONE PUBLIC CHARITY CHARITABLE 2,500
    MOOSE MOUNTAINS REGIONAL GREENWAYS
    PO BOX 191
    UNION,VA03887     		NONE PUBLIC CHARITY CHARITABLE 2,500
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE RD SUITE 1200
    JENKINTON,PA19046     		NONE PUBLIC CHARITY CHARITABLE 1,000,000
    NEW HAMPSHIRE TOMORROW SUNSTANCE USE DISORDERS FUND
    37 PLEASANT STREET
    CONCORD,NH03301     		NONE PUBLIC CHARITY CHARITABLE 500,000
    NHCF
    37 PLEASANT STREET
    CONCORD,ME03301     		NONE PUBLIC CHARITY CHARITABLE 3,000,000
    NORTHEAST WILDERNESS TRUST
    17 STATE ST 302
    MONTPELIER,VT05602     		NONE PUBLIC CHARITY CHARITABLE 5,000
    PLASTIC OCEAN PROJECT
    4709-1 COLLEGE ACRE
    WILMINGTON,NC28403     		NONE PUBLIC CHARITY CHARITABLE 2,000
    RANNIE WEBSTER FOUNDATION
    795 WASHINGTON ROAD
    RYE,NH03870     		NONE PUBLIC CHARITY CHARITABLE 6,000
    ROSEBUD SIOUX TRIBE
    11 LEGION AVE
    ROSEBUD,SD57570     		NONE PUBLIC CHARITY CHARITABLE 100,000
    SAIL BEYOND CANCER NORTH SHORE MA
    10 WHITE STREET
    SALEM,MA01970     		NONE PUBLIC CHARITY CHARITABLE 2,500
    SMITHSONIAN INSTITUTION
    1000 JEFFERSON DR SW
    WASHINGTON,DC20004     		NONE PUBLIC CHARITY CHARITABLE 1,000,000
    SUPPORTIVE LIVING INC
    400 WEST CUMMINGS PARK SUITE 6100
    WOBURN,MA01801     		NONE PUBLIC CHARITY CHARITABLE 2,500
    SWEET PAWS RESCUE
    PO BOX 752
    ESSEX,MA01929     		NONE PUBLIC CHARITY CHARITABLE 2,500
    TRUSTEES OF THE COLLEGE OF THE HOLY CROSS
    1 COLLEGE STREET
    WORCESTER,MA01610     		NONE PUBLIC CHARITY CHARITABLE 5,000
    TUFTS UNIVERSITY
    419 BOSTON AVE
    MEDFORD,MA02155     		NONE PUBLIC CHARITY CHARITABLE 2,500
    WENTWORTH ECONOMIC DEVELOPMENT CORPORATION
    7 CENTER STREET
    WOLFEBORO,NH03894     		NONE PUBLIC CHARITY CHARITABLE 2,500
    WIND SPORTS FOR WOUNDED WARRIORS
    PO BOX 758517
    TOPEKA,KS66675     		NONE PUBLIC CHARITY CHARITABLE 100,000
    WONALANCET OUT DOOR CLUB
    HCR 64 BOX 248
    WONALANCET,NH03897     		NONE PUBLIC CHARITY CHARITABLE 2,500
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW 6TH FLOOR
    WASHINGTON,DC20001     		NONE PUBLIC CHARITY CHARITABLE 5,000
    Total .................................bullet 3a 6,257,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 310  
    4 Dividends and interest from securities....     14 1,707,404  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     38 -30,048  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....     14 3,245  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 12,741,815  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 14,422,726 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    14,422,726
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    THOMAS W HAAS FOUNDATION
     
    Employer identification number

    26-4036968
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    THOMAS W HAAS FOUNDATION
          		Employer identification number
    26-4036968
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    1955 TWH TRUST
     
    1717 ARCH STREET 14TH FLOOR
     
    PHILADELPHIA, PA19103

    		$ 2,936,240


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    1956 TWH TRUST
     
    1717 ARCH STREET 14TH FLOOR
     
    PHILADELPHIA, PA19103

    		$ 10,995,655


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    1961 TWH TRUST
     
    1717 ARCH STREET 14TH FLOOR
     
    PHILADELPHIA, PA19103

    		$ 2,760,540


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    THOMAS W HAAS FOUNDATION
          		Employer identification number

    26-4036968
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    THOMAS W HAAS FOUNDATION
          		Employer identification number

    26-4036968
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    KAHN, LITWIN, RENZA & CO LTD 19,140 9,570   9,570

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 DepreciationSchedule
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    LEASEHOLD IMPROVEMENTS 2015-12-29 111,959 39,432 150DB 15.000000000000 7,255 0    
    LEASEHOLD IMPROVEMENTS 2016-12-21 121,205 33,961 150DB 15.000000000000 8,727 0    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JP MORGAN #7005 250,000 255,150
    JP MORGAN #9001 19,001,325 18,919,208

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JP MORGAN #9002 76,594,420 84,981,014

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIDUCIARY TRUST INVESTMENTS AT COST 207,128 219,603
    HEALTHPOINTCAPITAL PARTNERS III, LP AT COST 31,425 50,896
    IRONSIDES PARTNERSHIP FUND II, LP AT COST 1,166 758
    IRONSIDES PARTNERSHIP FUND IV, LP AT COST 101,030 136,495
    IRONSIDES DIRECT INVESTMENT FUND IV, LP AT COST 102,222 246,542
    SIGULER GUFF DISTRESSED REAL ESTATE OPPORTUNITIES FUND LP AT COST 75,273 74,362
    SIGULER GUFF DISTRESSED REAL ESTATE OPPORTUNITIES FUND II LP AT COST 169,660 193,946
    GREENSPRING GLOBAL PARTNERS AT COST 265,964 728,715
    GREENSPRING MICRO II AT COST 141,119 215,773
    REALTY ASSOCIATES FUND I UTP, LP AT COST 38,975 43,048
    ACCOLADE PARTNERS V, LP AT COST 297,721 557,901
    BOREALIS GRANITE FUND, LP AT COST 94,996 810,331
    ACCOLADE PARTNERS IV, LP AT COST 273,800 592,547
    SIGULER GUFF SMALL BUYOUT OPPORTUNITIES FUND II(T), LP AT COST 222,303 271,393
    SIGULER GUFF DREOF II CO-INVESTMENT FUND, LP AT COST 49,846 60,243
    IMPACT PROJECTS LLC LOAN AT COST 3,303,750 3,303,750
    319 VAUGHAN STREET LLC AT COST 2,203,678 2,203,678

    TY 2020 LandEtcSchedule2
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    LEASEHOLD IMPROVEMENTS 111,959 46,687 65,272  
    LEASEHOLD IMPROVEMENTS 121,205 42,688 78,517  


    TY 2020 LegalFeesSchedule
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 36,007 0   36,007
    LEGAL FEES 7,081 7,081   0


    TY 2020 OtherExpensesSchedule
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 295 0   295
    MEMBERSHIPS & DUES 4,164 0   4,164
    PARTNERSHIP EXPENSES 72,399 72,399   0
    STATE FILING FEE 75 0   75
    INSURANCE 778 0   778
    INSURANCE 15,219 15,219   0
    MAINTENANCE 23,450 23,450   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER PARTNERSHIP INCOME 3,245 2,449 3,245


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING & INVESTMENT MANAGEMENT 500,220 250,110   250,110
    FIDUCIARY TRUST INVESTMENT MANAGEMENT 351,950 351,950   0
    JP MORGAN INVESTMENT MANAGEMENT 4,735 4,735   0


    TY 2020 TaxesSchedule
    Name:
    THOMAS W HAAS FOUNDATION
    EIN:
    26-4036968
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 9,303 9,303   0
    FEDERAL TAXES PAID 45,000 0   0
    REAL ESTATE TAXES 6,798 6,798   0