Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
GENE HAAS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2800 STURGIS ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OXNARD, CA93030
A Employer identification number

95-4724825
B Telephone number (see instructions)

(805) 278-1800
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$805,519,878J 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) 110,003,385
2 Check right arrow.............
3 Interest on savings and temporary cash investments 24,806,090 24,806,090  
4 Dividends and interest from securities... 4,311,351 4,311,351  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 16,425,827
b Gross sales price for all assets on line 6a 407,218,783
7 Capital gain net income (from Part IV, line 2)... 16,425,827
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).......      
12 Total. Add lines 1 through 11........ 155,546,653 45,543,268  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 297,448 0   0
15 Pension plans, employee benefits....... 6,701 0   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
410,011 64,806   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
1,086,499 54,096   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
109,106 0   18,779
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,909,765 118,902   18,779
25 Contributions, gifts, grants paid....... 29,532,163 27,505,702
26 Total expenses and disbursements. Add lines 24 and 25 31,441,928 118,902   27,524,481
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 124,104,725
b Net investment income (if negative, enter -0-) 45,424,366
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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............. 176,759,019 211,018,879 211,018,879
2 Savings and temporary cash investments.........      
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 350,214,917 Click to see attachment
List of Attached Documents:
// Content
477,587,671 		477,587,671
b Investments—corporate stock (attach schedule)....... 140,791,453 Click to see attachment
List of Attached Documents:
// Content
79,537,488 		79,537,488
c Investments—corporate bonds (attach schedule)....... 15,875,415 Click to see attachment
List of Attached Documents:
// Content
32,802,787 		32,802,787
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,433,034 		Click to see attachment
List of Attached Documents:
// Content
4,573,053 		Click to see attachment
List of Attached Documents:
// Content
4,573,053
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 686,073,838 805,519,878 805,519,878
Liabilities 17 Accounts payable and accrued expenses.......... 36,729 60,052
18 Grants payable................. 3,405,000 5,422,932
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 right arrow) Click to see attachment
List of Attached Documents:
// Content
0 		Click to see attachment
List of Attached Documents:
// Content
376,303
23 Total liabilities (add lines 17 through 22)......... 3,441,729 5,859,287
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 682,632,109 799,660,591
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 682,632,109 799,660,591
30 Total liabilities and net assets/fund balances (see instructions). 686,073,838 805,519,878
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
682,632,109
2
Enter amount from Part I, line 27a .....................
2
124,104,725
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
8,530
4
Add lines 1, 2, and 3 ..........................
4
806,745,364
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
7,084,773
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
799,660,591
Form 990-PF (2023)
Form 990-PF (2023)
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 DETAIL UPON REQUEST (SEE ATTACHED STMT - VARIOUS DATES) P 2023-01-03 2023-12-29
b
c
d
e
(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 407,218,783   390,792,956 16,425,827
b
c
d
e
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       16,425,827
b
c
d
e
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 16,425,827
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
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 right arrow 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) 1 631,399
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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........................... 3 631,399
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- ..... 5 631,399
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 729,106
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 350,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,079,106
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 447,707
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow447,707 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowCA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowWWW.GHAASFOUNDATION.ORG
14
The books are in care ofright arrowHAAS HOLDINGS INC Telephone no.right arrow (805) 278-1800

Located atright arrow2800 STURGIS ROADOXNARDCA ZIP+4right arrow93030
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
 
No
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
 
 
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? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
GENE F HAAS PRESIDENT
1.00 		0 0 0
2800 STURGIS ROAD
OXNARD,CA93030
DARLENE HILZ SECRETARY
1.00 		0 0 0
2800 STURGIS ROAD
OXNARD,CA93030
ROBERT MURRAY C.F.O.
2.00 		0 0 0
2800 STURGIS ROAD
OXNARD,CA93030
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
KATHY LOOMAN GHF DIRECTOR EDUCATI
40.00 		165,485 25,368 0
1671 INDUS ST
NEWPORT BEACH,CA92660
KATARINA VERONICA GHF GRANTS ADMIN
40.00 		86,016 6,586 0
644 EAST SCOTT ST
PORT HUENEME,CA93041
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
KURT ZIERHUT CONSULTING, REIMBURSED TRAVEL AND OTHER COSTS. 220,000
41 MARINE VIEW DRIVE
CAMARILLO,CA93010
JOANNE HAAS CONSULTING, REIMBURSED TRAVEL AND OTHER COSTS. 77,000
20859 PIAZZA WAY
NORTHRIDGE,CA91326
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
509,116,633
b
Average of monthly cash balances.......................
1b
193,201,300
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
702,317,933
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
702,317,933
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
10,534,769
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
691,783,164
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
34,589,158
Part X
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 IX, line 6..................
1
34,589,158
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
631,399
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
631,399
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
33,957,759
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
33,957,759
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 XII, line 1 ...
7
33,957,759
Part XI
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
27,524,481
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
27,524,481
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 33,957,759
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018...... 593,723
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 593,723
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 27,524,481
a Applied to 2022, 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 2023 distributable amount..... 27,524,481
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 593,723 593,723
(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 0
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		5,839,555
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
GENE F 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 right arrow
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 (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

DETAIL UPON REQUEST - SEE ATTACHED STATEMENT B

FOR VARIOUS STREET
FOR VARIOUS CITIES ST,CA93145 		    SEE ATTACHMENT B 27,505,702
Total .................................right arrow 3a 27,505,702
bApproved for future payment

4H ALARM ROBOTICS (WAS UNIVERSITY OF MASSACHUSETTS)
PO BOX 82
FRANKLIN,MA02038 		    SCHOLARSHIPS 2,500

AFPI
9 RUE DE IHALBRANE
BOUGENAIS CEDEX   44340
FR 		    NAMING RIGHTS 739,492

ACHIEVEMENT FIRST AMISTAD HIGH SCHOOL
580 DIXWELL AVE
NEW HAVEN,CT06511 		    SCHOLARSHIPS 2,500

BISHOP STATE COMMUNITY COLLEGE MACHINE TOOL PROGRAM
351 NORTH BROAD STREET
MOBILE,AL36603 		    SCHOLARSHIPS 40,000

BOYS AND GIRLS CLUB OF GREATER OXNARD AND PORT HUENEME
1900 WEST 5TH ST
OXNARD,CA93030 		    NAMING RIGHTS 200,000

BROOKLYN TECH ALUMNI FOUNDATION INC
29 FORT GREENE PLACE ROOM
BROOKLYN,NY11217 		    SCHOLARSHIPS 2,500

CAL POLY FOUNDATION
1 GRAND AVE MUSTANG 60 MACHINE SHOP
SAN LUIS OBISPO,CA93407 		    SCHOLARSHIPS 5,000

CALIFORNIA STATE UNIVERSITY CHICO
400 WEST FIRST STREET
CHICO,CA95929 		    SCHOLARSHIPS 175,000

CAMDEN COUNTY COLLEGE FOUNDATION
PO BOX 200
BLACKWOOD,NJ08012 		    SCHOLARSHIPS 12,000

CARMEL HIGH SCHOOL ASB
3600 OCEAN AVE
CARMEL,CA93923 		    SCHOLARSHIPS 2,500

CHURCHILL COUNTY HIGH SCHOOL
1 GREENWAVE CIRCLE
FALLON,NV89406 		    SCHOLARSHIPS 1,500

COLLEGIATE HIGH SCHOOL AT NORTHWEST FL STATE COLLEGE
100 W COLLEGE BLVD
NICEVILLE,FL32578 		    SCHOLARSHIPS 1,500

CONTEMPORARY SCIENCE CENTER
PO BOX 13453
DURHAM,NC27709 		    SCHOLARSHIPS 2,500

CORAL ACADEMY OF SCIENCE LAS VEGAS (IRON FALCON)
1051 SANDY RIDGE AVENUE
HENDERSON,NV89052 		    SCHOLARSHIPS 1,500

CORAL ACADEMY OF SCIENCE LAS VEGAS (ROBOT IN BOX)
1051 SANDY RIDGE AVENUE
HENDERSON,NV89052 		    SCHOLARSHIPS 2,500

CORETTA SCOTT KING YOUNG WOMEN'S LEADERSHIP ACADEMY
1190 NORTHWEST DR NW
ATLANTA,GA30318 		    SCHOLARSHIPS 2,500

DAYTON REGIONAL STEM SCHOOL
1724 WOODMAN DR
KETTERING,OH45420 		    SCHOLARSHIPS 3,000

DEKALB HIGH SCHOOL
501 W DRESSER RD
DEKALB,IL60115 		    SCHOLARSHIPS 2,500

DISCOVERY EDUCATION SERVICES INC
2600 TECHNOLOGY DR
ORLANDO,FL32804 		    SCHOLARSHIPS 2,500

FASNY
320 E BOSTON POST RD
MAMARONECK,NY10543 		    SCHOLARSHIPS 1,500

FOOTHILL HIGH SCHOOL
ATTN ROBOTICS 800 COLLEGE DR
HENDERSON,NV89002 		    SCHOLARSHIPS 1,500

FORMULA SAE
2520 COLLEGE AVENUE APT 209
BERKELEY,CA94704 		    SCHOLARSHIPS 2,500

FREMONT HIGH ROBOTICS
575 W FREMONT AVE
SUNNYVALE,CA94087 		    SCHOLARSHIPS 2,500

FRESNO COUNTY SUPERINTENDENT OF SCHOOLS
1320 N MARIPOSA ST
FRESNO,CA93703 		    SCHOLARSHIPS 2,500

GIRL SCOUTS OF CENTRAL TEXAS
2012 PARK THIRTY-FIVE CIRCLE
AUSTIN,TX78753 		    SCHOLARSHIPS 2,500

HALF MOON BAY HIGH SCHOOL
1 LEWIS FOSTER DR
HALF MOON BAY,CA94019 		    SCHOLARSHIPS 2,500

HARVARD-WESTLAKE SCHOOL
3700 COLDWATER CANYON AVE
STUDIO CITY,CA91604 		    SCHOLARSHIPS 2,500

HERMANTOWN HIGH SCHOOL
4400 BRASELTON HWY
HOSCHTON,GA30548 		    SCHOLARSHIPS 2,500

HOSPITALITY HOUSE OF CHARLOTTE
1400 SCOTT AVENUE
CHARLOTTE,NC28203 		    SCHOLARSHIPS 25,000

INNOVATION FARM SCARL VIA NAZIONALE
VIZ NAZIONALE 8
FORNOVO DI TARO PR   43045
IT 		    NAMING RIGHTS 500,000

KENT STATE UNIVERSITY FOUNDATION
350 SOUTH LINCOLN STREET
KENT,OH44242 		    SCHOLARSHIPS 5,000

KETTLE MORAINE HIGH SCHOOL
349 N OAK CREST DRIVE
WALES,WI53183 		    SCHOLARSHIPS 1,500

LINCOLN COUNTY HIGH SCHOOL ROBOTICS
PO BOX 268
PANACA,NV89042 		    SCHOLARSHIPS 2,500

LINCOLN FOUNDATION FOR EDUCATION
70 MCGEE DR
MAHWAH,CT07430 		    NAMING RIGHTS 15,000

LYON COUNTY SCHOOL DISTRICT
25 EAST GOLDFIELD AVE
YERINGTON,NV89447 		    SCHOLARSHIPS 1,500

MID-STATE FOUNDATION
500 32ND STREET NORTH
WISCONSIN RAPIDS,WI54494 		    NAMING RIGHTS AND SCHOLARSHIPS 320,000

MILKYWAY EDUCATION CENTER PIONEER ACADEMY
164 TOTOWA ROAD
WAYNE,NJ07470 		    SCHOLARSHIPS 2,500

MILL CREEK ROBOTICS
4400 BRASELTON HWY
HOSCHTON,GA30548 		    SCHOLARSHIPS 2,500

MILLCREEK TOWNSHIP SCHOOL DISTRICT
3740 W 26TH ST
ERIE,PA16506 		    NAMING RIGHTS 100,000

NORTH DAKOTA STATE COLLEGE OF SCIENCE (NDSCS)
800 SIXTH STREET NORTH
WAHPETON,ND58076 		    NAMING RIGHTS 250,000

NORTHAMPTON COUNTY PUBLIC SCHOOLS
7207 YOUNG STREET
MACHIPONGO,VA23405 		    SCHOLARSHIPS 2,500

NORTHWEST STATE COMMUNITY COLLEGE
22600 STATE ROUTE 34
ARCHBOLD,OH43502 		    SCHOLARSHIPS 10,000

NORTHWEST TECHNICAL INSTITUTE
PO BOX 2000
SPRINGDALE,AR72765 		    SCHOLARSHIPS 5,000

PASADENA CITY COLLEGE FOUNDATION
1570 E COLORADO BLVD
PASADENA,CA91106 		    SCHOLARSHIPS 20,000

PENNSYLVANIA COLLEGE OF TECHNOLOGY FOUNDATION INC
ONE COLLEGE AVENUE
WILLIAMSPORT,PA17701 		    SCHOLARSHIPS 150,000

PENTUCKET REGIONAL SCHOOL DISTRICT
22 MAIN ST
WEST NEWBURY,MA01985 		    SCHOLARSHIPS 2,500

PERRY INNOVATION CENTER
11920 S SAGINAW ST
GRAND BLANC,MI48439 		    SCHOLARSHIPS 1,500

PLANO ISD EDUCATION FOUNDATION
2700 W 15TH STREET
PLANO,TX75075 		    SCHOLARSHIPS 2,500

RBHS FOUNDATION
13010 PASEO LUCIDO
SAN DIEGO,CA92128 		    SCHOLARSHIPS 2,500

RICHARD J DALEY COLLEGE
1800 NORTH WABASH AVENUE SUITE 200C
CHICAGO,IL60601 		    NAMING RIGHTS 100,000

ROCKINGHAM COMMUNITY COLLEGE
PO BOX 38
WENTWORTH,NC27375 		    SCHOLARSHIPS 375,000

SAINT-GABRIEL
32 RUE DE CALVAIRE
SAINTLAURENTSURSEVR   85290
FR 		    NAMING RIGHTS 441,488

SASKATCHEWAN POLYTECHNIC
4500 WASCANA PARKWAY
REGINA   S4P3A3
CA 		    NAMING RIGHTS 35,000

SOMERSET ACADEMY SKY POINTE
7058 SKY POINTE DR
LAS VEGAS,NV89131 		    SCHOLARSHIPS 1,500

SOUTHCENTRAL KENTUCKY COMM & TECH COLLEGE FOUNDATION
1845 LOOP DRIVE
BOWLING GREEN,KY42101 		    SCHOLARSHIPS 15,000

ST PETER'S PREP
ST PETERS PREP ROBOTICS 144 GRAND
ST
JERSEY,NJ07302 		    SCHOLARSHIPS 2,500

STANLY COMMUNITY COLLEGE
141 COLLEGE DRIVE
ALBEMARLE,NC28001 		    SCHOLARSHIPS 375,000

SUNRISE MOUNTAIN HIGH SCHOOL (ROBOTICS CLUB)
2575 N LOS FELIZ ST
LAS VEGAS,NV89156 		    SCHOLARSHIPS 2,500

TECHTOWN DETROIT
11600 EAST SEVEN MILE ROAD
DETROIT,MI48205 		    SCHOLARSHIPS 2,500

THE HACK FOUNDATION
8605 SANTA MONICA BLVD
WEST HOLLYWOOD,CA90069 		    SCHOLARSHIPS 2,500

TRI-COUNTY TECHNICAL COLLEGE
PO BOX 587
PENDLETON,SC29670 		    SCHOLARSHIPS 250,000

TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA
220 S 33RD ST
PHILADELPHIA,PA19104 		    SCHOLARSHIPS 2,500

TTK UNIVERSITY OF APPLIED SCIENCES
PARNU MNT 62
TALLINN   10135
EN 		    NAMING RIGHTS 94,216

UPSM HIGH SCHOOL
2664 FRANKLIN STREET
DETROIT,MI48207 		    SCHOLARSHIPS 2,500

VALTREK GROUP LLC
3523 CONFEDERATE RD
EL PASO,TX79936 		    SCHOLARSHIPS 3,450

WEST NOTTINGHAMSHIRE COLLEGE
DERBY ROAD MANSFIELD
NOTTINGHAMSHIRE   NG18 5BH
UK 		    NAMING RIGHTS 318,285

WESTERN UNIVERSITY
1151 RICHMOND ST TEB DOCK 59
LONDON   N6A 5B9
CA 		    SCHOLARSHIPS 5,000

WSU TECH FOUNDATION
4044 N WEBB ROAD
WICHITA,KS67226 		    SCHOLARSHIPS 750,000
Total ................................. right arrow 3b 5,422,931
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 24,806,090  
4 Dividends and interest from securities ....     14 4,311,351  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    01 16,425,827  
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 45,543,268 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
45,543,268
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
1 N/A
Form 990-PF (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
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
2023
Name of the organization
GENE HAAS FOUNDATION
 
Employer identification number

95-4724825
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) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
GENE HAAS FOUNDATION
  		Employer identification number
95-4724825
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
GENE HAAS
2800 STURGIS ROAD
 
OXNARD, CA93030

$ 110,000,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
HAAS AUTOMATION INC
 
2800 STURGIS ROAD
 
OXNARD, CA93030

$ 3,385


(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.)
(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) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
GENE HAAS FOUNDATION
  		Employer identification number

95-4724825
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
2
 EMPLOYEE BENEFIT COSTS ABSORBED BY HAAS AUTOMATION IN 2023 $ 3,385 2023-12-31
(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) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
GENE HAAS FOUNDATION
  		Employer identification number

95-4724825
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) (2023)
Additional Data


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Software Version:  

TY 2023 InvestmentsCorpBondsSchedule
Name:
GENE HAAS FOUNDATION
EIN:
95-4724825
Name of Bond End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB - EQUITY 32,802,787 32,802,787

TY 2023 InvestmentsCorpStockSchedule
Name:
GENE HAAS FOUNDATION
EIN:
95-4724825
Name of Stock End of Year Book Value End of Year Fair Market Value
CHARLES SCHWAB - EQUITY (MARKET CHANGE) 27,454,513 27,454,513
CHARLES SCHWAB - EQUITY 52,082,975 52,082,975

TY 2023 InvestmentsGovtObligationsSch
Name:
GENE HAAS FOUNDATION
EIN:
95-4724825
US Government Securities - End of Year Book Value:

415,538,123
US Government Securities - End of Year Fair Market Value:

415,538,123
State & Local Government Securities - End of Year Book Value:


62,049,548
State & Local Government Securities - End of Year Fair Market Value:


62,049,548


TY 2023 OtherAssetsSchedule
Name:
GENE HAAS FOUNDATION
EIN:
95-4724825
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
PREPAID TAXES 29,107 97,708 97,708
ACCRUED INTEREST RECEIVABLE U.S. TREASURY NOTES 2,044,811 3,416,281 3,416,281
ACCRUED DIVIDENDS 148,361 79,367 79,367
ACCRUED INTEREST RECEIVABLE MUNICIPAL BONDS 75,925 703,646 703,646
ACCRUED INTEREST RECEIVABLE - CORP BONDS 134,830 269,270 269,270
PREPAID EXPENSE 0 6,781 6,781


TY 2023 OtherDecreasesSchedule
Name:
GENE HAAS FOUNDATION
EIN:
95-4724825
Description Amount
UNREALIZED LOSS ON MARKETABLE SECURITIES 7,084,693
PENALTIES 80


TY 2023 OtherExpensesSchedule
Name:
GENE HAAS FOUNDATION
EIN:
95-4724825
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK CHARGES 1,876 0   0
TRAVEL 55,257 0   0
ADVERTISING 15,349 0   0
OFFICE SUPPLIES 4,473 0   0
DUES AND SUBSCRIPTIONS 15,770 0   0
WORKERS COMPENSATION INSURANCE 2,602 0   0
HTEC EXPENSES 13,779 0   18,779


TY 2023 OtherIncreasesSchedule
Name:
GENE HAAS FOUNDATION
EIN:
95-4724825
Description Amount
UNREALIZED FOREIGN EXCHANGE GAIN - QUALIFYING DISTRIBUTION 8,530


TY 2023 OtherLiabilitiesSchedule
Name:
GENE HAAS FOUNDATION
EIN:
95-4724825
Description Beginning of Year - Book Value End of Year - Book Value
DEFERRED TAX LIABILITY 0 376,303


TY 2023 OtherProfessionalFeesSchedule
Name:
GENE HAAS FOUNDATION
EIN:
95-4724825
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
CONSULTING FEES & OTHER PROFESSIONAL FEES 345,205 0   0
INVESTMENT ADVISOR FEE 64,806 64,806   0


TY 2023 TaxesSchedule
Name:
GENE HAAS FOUNDATION
EIN:
95-4724825
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAXES & LICENSES 1,610 0   0
FOREIGN TAX PAID 54,096 54,096   0
EXCISE TAXES 1,007,704 0   0
PAYROLL TAXES 23,089 0   0