a simple vision

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a simple vision

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Coordinator Shawn John (left), recipient. of one of the extra $110 fund awards. ... Jon Galt Bowman, Haas Foundation Board President, presented Mr. Hanawalt with a ... – PowerPoint PPT presentation

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Title: a simple vision


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a simple vision
In 1963, Saul and Dayee Haas attended a
parents' open house at Garfield High where their
daughter Deesa was a student. They discovered the
school struggled to meet some critical needs of
disadvantaged students, which jeopardized their
ability to participate and remain in school. So
Saul Haas wrote a check
for 500 and gave it to principal Frank Hanawalt,
to do that which otherwise would not be timely
done. From that gesture evolved the vision of
the Haas Foundationto help promising young
people at critical times in their lives. Over
the years, many have shared the Haas' commitment.
As part of the board for more than 35 years, I've
personally witnessed the impact of this simple,
but powerful vision. Evidence of success is
widespread. One student who received Haas
Foundation assistance became a judge. Another
became a legal counsel for the U.S. Department of
Health, Education and Welfare in Washington, D.C.
Many have become teachers in our
schools. Today, volunteers and donors,
educators and students, continue to believe in
the power of education. This years annual report
reflects the legacy of the Haas' vision and
celebrates the promise that education, and Haas
school funds, holds for needy students across
Washingtona better future. Jon Galt
Bowman President, Board of
Directors Saul Dayee G. Haas Foundation
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our commitment
It is my pleasure to serve as your Executive
Director. What a treat my experience has been
this past year. I could not ask for a better
staff, board or group of volunteers. In addition,
the dedication that our school partners have
exhibited is truly remarkable.
The Saul Dayee G. Haas Foundation is, in my
opinion, a catalyst. We provide small portions of
funding annually to more than 800 eligible
schools. This past year alone, 588 schools
distributed funds within their learning
community. In addition to being a catalyst, we
are an equalizer. Self-selecting out of sports,
music or even attending school is far too common.
We prefer preventative actions to corrective
ones. Without Haas Foundation funds, many
students would not be as engaged in school as
they could or should be. Many others would not
have been able to stay in school. We believe that
each child deserves a better future and that as a
community it is important to be responsive to
their unmet needs. I'm proud of our
Foundation's accomplishments this year and we
remain grateful to our board, donors, volunteers
and school partners. We're providing this 2004-05
report on our stewardship in the hope that you
will continue to be part of our pursuit to
improve students' educational opportunities in
Washington. Bonnie Hilory Executive
Director Saul Dayee G. Haas
Foundation 206.370.6714
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student stories
Inspiring stories of
HopeWhen a student's ailing mother was moved
into a health care home and he had no way to
visit her, his grades and interest in school
began to slip. The Haas School Fund provided two
months of bus fare and he was able to visit his
mother regularly. Now with her encouragement, he
is back on the right track with his life and
school. From Mountain View High School
StrengthAn 8th grade girl lives with her sister.
She is low-income, disabled and doesnt have a
lot of clothing. While participating in a
leadership assembly, her knee gave out and was
dislocated. Emergency workers had to cut her
pants to help her. We used Haas funds to buy her
new pants. From Carbonado School
CourageA senior student lost his mother during
the school year. He was forced to live on his own
while working and going to school. We used Haas
funds to pay his classroom fees so he could
graduate on time and receive his diploma. From
Castle Rock High School
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fund distribution
Below you'll find an overview of the Haas
Foundation statewide grants by category for
2004-2005.
Amounts include matching funds raised by schools
and any unused funds from previous fiscal year.
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key accomplishments
  • Personnel
  • Search Committee hired Bonnie Hilory in January
    2005 as Executive Director. Bonnie promoted to
    first full-time Executive Director July 6, 2005.
  • Honored Frank Hanawalt, former Executive
    Director in a ceremony at Garfield High School
    celebrating his more than 19 years of dedication
    to education and the Haas Foundation. Frank was
    elected to the Board of Directors in May.
  • Reorganized the Foundation office to accommodate
    a volunteer workstation.
  • Recruited and trained 15 key volunteers
    specializing in IT/web support, grant writing,
    newsletter, database development and office
    support.
  • Beginning in January of 2005 through September
    2005, we received support from 15 active
    volunteers who provided 400 hours of service.
    This equates to a savings of 7,020 based on
    17.55 per hour volunteerd.
  • Established an internship position to support the
    Foundation. This is a 6-month internship focused
    on Development.
  • Infrastructure
  • Developed a strategic 3-year plan by
    collaborating with the Disappearing Task Force
    Committee and Board. Board adopted this plan in
    May.
  • Refined and clarified the process for
    distributing funds to schools, awarding matching
    grants, and year-end reporting. Board adopted a
    new scorecard method in July.
  • Initiated the process of creating tools for
    developing grants and cultivating donors,
    including purchasing software to manage this new
    initiative. Purchased new software package that
    aligns with QuickBooks and can accommodate
    development, donor, and volunteer tracking 24/7.
  • Built computer network infrastructure
    incorporating latest technology and best
    practices. Foundation software is now backed up
    weekly.
  • Changed the name of Haas Heritage Board to Haas
    Heritage Advisory Council, and clarified roles
    and expectations

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key accomplishments
  • Marketing/Branding
  • Developed a new brand for the foundation, which
    depicts the core values identified in the
    strategic plan.
  • Initiated presentations to community
    organizations to introduce Haas Foundation,
    increase our visibility and to begin the donor
    cultivation process.
  • Launched enhanced website - www.haasfoundation.org
    - featuring information about the Foundation
    (history, mission, goals), Adopt-a-School
    program, online donation, volunteer
    opportunities, and e-newsletter registration.
  • Created PowerPoint presentations to help promote
    the Foundation.
  • Communication with Schools
  • Implemented orientation meetings with more than
    300 school coordinators in 9 Educational Service
    Districts (ESD), increasing awareness of the
    Foundation's Adopt-a-School and matching grants
    program.
  • Recruited 20 Haas School Fund Coordinators for
    the newly formed Haas Educators Ambassador
    Program (HEAP).
  • Launched an Educator e-newsletter targeting 812
    schools to create and encourage better
    communication.
  • Launched an e-newsletter for Friends of the Saul
    Dayee G. Haas Foundation.
  • Development
  • Pursued in-kind sponsorship grants securing
    commitments from several donors.
  • Sponsored and attended the Edward R. Murrow
    Symposium for the 25th year anniversary. This
    event honors Saul Haas and his career in
    Journalism. The day is filled with workshops for
    college students from WSU and Idaho campuses.
  • Achieved 100 contribution support from Board and
    Staff, increasing annual fund giving 64.
  • In 2004-2005, we supported students across the
    state in 588 schools with 279,208 in grants and
    46,896 in matching grants.

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regional events
Edward R. Murrow Symposium The Haas Foundation
sponsored and attended this symposium for the
25th year. This event honors Saul Haas and his
career in Journalism. The day is filled with
workshops for college students from WSU and Idaho
campuses.
Dave Ross
Spring 2005 Orientation Meetings We conducted
orientation meetings with more than 300 school
coordinators in 9 ESDs, increasing awareness of
the Foundation's Adopt-a-School and matching
grants program.
Edward R. Murrow Symposium 2005 at Washington
State University.
Emory Bundy (right), Haas Board member,
congratulates Yakima School Fund Coordinator
Shawn John (left), recipient of one of the extra
110 fund awards.
During May and June, Foundation staff and Board
members traveled around the state meeting 313
school fund coordinators.
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special memories
Garfield/Franklin High School Tribute to Frank
Hanawalt Frank Hanawalt, retired executive
director of the Haas Foundation and principal of
Garfield and Franklin High Schools in Seattle,
was honored in a special ceremony on April 7,
2005, at Garfield High School.
Mr. Hanawalt received a standing ovation from
over 1,200 students, colleagues and dignitaries.
Mr. Hanawalt is proof that one individual can
make a difference, Raj Manhas, Seattle Public
Schools Superintendent
Karel Cipra, Garfield Associated Student Body
President, presented Frank with Garfield High
memorabilia as a tribute from the students.
Executive Director Recognition Dinner The board
honored Frank Hanawalt for his dedication,
leadership and contributions serving nearly 20
years as the Haas Foundation's Executive
Director. They also welcomed the Foundations new
Executive Director, Bonnie Hilory.
Sue Russell reminiscences with Frank about
special memories of their service together at the
Foundation.
Jon Galt Bowman, Haas Foundation Board President,
presented Mr. Hanawalt with a plaque honoring his
many years of service.
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foundation support
2004-2005 Board of Directors Jon Galt
Bowman President Dr. Carver
Gayton.. Vice-President Deesa M.
Haas... Secretary Lee A. Miller Treas
urer Emory Bundy Hon. Betty B. Fletcher Ruth
Gerberding R. Danner Graves Frank S.
Hanawalt Hon. Charles V. Johnson Tom Lord John
Mackenzie Richard (Dick) McCormick George P.
Moynihan Roger D. Percy Foundation Staff Bonnie
B. Hilory Executive Director Susan C.
Russell. School Fund Manager Volunteers Macy
Cross Detective-Absent Schools Kazu
(Yoshikazu) Funato Development Director Clary
Goedert-Gasper. Database Support Caren
Gussoff.. Grant Writer Melody
Hazen... Presentation/Annual Report Sharrie
Hyder Grant Writer Pam Jones Office
Support Inga Jugurt Database Guru Chuck
(Arthur) Kirchmeier Graphic Designer Holly
Knowles. Research/Office Support Francis
LeSourd. Grant Writer Heather
Mehaffie Copy Editor Chloe
Moss. Presentation Support Anthony
Nirschl.. Volunteer Coordinator Saravan
Paramashivan IT Support Cindy
Roberts. Newsletter Editor Carolyn
Storie. Grant Research/Event Support Velle
Wright. Grant Writer Geoff
Yamasaki.. Grant Writer
Pro Bono Support Preston-Gates-Ellis, Alan
Wicks Branch, Richards Co. In-Kind
Sponsors Google, Ad Word Accretive, Network
Host Mike Koss, Server Space Melody Hazen, Photo
Artwork Saravan Paramashivan, Technology
Supplies Kevin Talbot, Volunteer
Gifts Donors iSOLD It Jon Galt Bowman Emory
Bundy Hon. Betty B. Fletcher Dr. Carver Gayton
Ruth Gerberding R. Danner Graves Frank S.
Hanawalt Bonnie B. Hilory Hon. Charles V.
Johnson Tom Lord John Mackenzie Richard (Dick)
McCormick Lee A. Miller George P. Moynihan Roger
D. Percy Susan C. Russell
Heritage Advisory Council Maurice (Maury)
Clark Ellen Dial Duff Kennedy Shirley
Salomon Alan Wicks Colleen S. Willoughby
About Saul Haas (1896-1972) Saul Haas left the
New York ghetto for the Pacific Northwest with
ambitious dreams that he realized in a full,
occasionally controversial, life as a journalist,
political activist, and pioneering broadcaster.
The founder of KIRO radio and a power in
Washington Democratic politics, Haas was complex
and contradictory, self-educated and variously
described as brilliant, irascible, compassionate,
and a benevolent despot or sometimes not so
benevolent. While building KIRO into a powerful
station, he remained immersed in politics,
serving as state director of the Democratic
National Campaign Committee. Haas saw great
promise in public television as an educational
tool and in 1968 was appointed to the Corporation
for Public Broadcasting's first board of
directors. He had a lifelong empathy for the
underprivileged and formed the Saul and Dayee G.
Haas Foundation to aid needy students. The Saul
and Dayee G. Haas Foundation was founded in 1963,
and is celebrating its 42nd year of service
supporting over 15,000 of Washingtons young
people annually.
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CPA report
ACCOUNTANTS REPORT Board of Directors The Saul
and Dayee G. Haas Foundation (a corporation) We
have reviewed the accompanying statement of net
assets arising directly from cash transactions of
The Saul and Dayee G. Haas Foundation (a
corporation) (the Foundation) as of June 30,
2005, and the related statements of revenue
collected, contributions and expenses disbursed,
and changes in net assets for the year then ended
in accordance with Statements on Standards for
Accounting and Review Services issued by the
American Institute of Certified Public
Accountants. All information included in these
financial statements is the representation of the
Foundations management. A review consists
principally of inquiries of Company personnel and
analytical procedures applied to financial data.
It is substantially less in scope than an audit
in accordance with generally accepted auditing
standards, the objective of which is the
expression of an opinion regarding the financial
statements taken as a whole. Accordingly, we do
not express such an opinion. As described in Note
2, these statements were prepared on the basis of
cash receipts and disbursements, which is a
comprehensive basis of accounting other than
accounting principles generally accepted in the
United States of America. Based on our review, we
are not aware of any material modifications that
should be made to the accompanying financial
statements in order for them to be in conformity
with the basis of accounting described in Note
2. The financial statements for the year ended
June 30, 2004, were audited by us, and we
expressed an unqualified opinion on them in our
report dated October 28, 2004 but we have not
performed any audit procedures since that
date. Branch, Richards Co. Seattle,
Washington August 5, 2005
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CPA report
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CPA report
NOTES TO CASH-BASIS FINANCIAL STATEMENTS FOR THE
YEARS ENDED JUNE 30, 2005 AND 2004 NOTE 1 -
DESCRIPTION OF ORGANIZATION PURPOSE DESCRIPTION
OF ORGANIZATION The Saul and Dayee G. Haas
Foundation (a corporation) (the "Foundation") was
originally organized as a trust on June 25, 1963,
and received its initial contribution of assets
from Mr. Saul Haas. On November 10, 1971, the
Foundation was incorporated under the laws of the
state of Washington, and all of the assets of the
trust were assigned to the corporation on
December 1, 1972. Mr. Haas passed away on
October 17, 1972, and the Foundation subsequently
received contributions from his estate totaling
2,772,641. On October 22, 1974, the Foundation
changed it name to The Saul and Dayee G. Haas
Foundation. Mrs. Haas passed away on December
16, 1983, and the Foundation subsequently
received contributions from her estate totaling
1,829,500. During the fiscal year ended June
30, 1989, the Foundation received the final
distribution of cash of 17,374 from Mrs. Haas'
estate. The purpose of the Foundation is to
contribute moneys, generated through investments
of the Foundation's corpus, primarily to junior
and senior high schools throughout the state of
Washington to assist students to stay in school
and to realize their full potential. The
Foundation is exempt from federal income tax
under Section 501(c)(3) of the Internal Revenue
Code. NOTE 2 - BASIS OF REPORTING The financial
statements of the Foundation are prepared on the
cash basis of accounting. Consequently, revenue
and related assets are recognized when received
rather than when earned contributions and
expenses are recognized when paid rather than
when the obligation is incurred and increases or
decreases in the market value of investment
securities and amortization of bond discounts and
premiums are not reflected in the financial
statements. The financial statements do not
include accrued interest income of approximately
63,031 and 72,619 at June 30, 2005 and 2004,
respectively. Further, no separate statement of
cash flows is provided because the information is
included in the cash-basis statements of revenue
collected, contributions and expenses disbursed,
and changes in net assets. Investment
securities, except for equity securities, are
carried at cost. Equity securities are carried
at cost or, if donated, at market value on the
donation date. NOTE 3 NOTE RECEIVABLE The
Foundation has a note receivable that is
collateralized by a real estate deed of trust.
The note requires monthly payments in the amount
of 6,300, including interest at 7.5 and
principal, through June 1, 2009, at which time
the remaining balance is to be paid in full.
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CPA report
NOTE 4 MANDATORY INCOME DISTRIBUTIONS The 1969
Tax Reform Act, as amended by the Economic
Recovery Tax Act of 1981, provides that for
taxable years beginning after 1981, a private
foundation is required to distribute its minimum
investment return (5 of the Foundation's net
investment assets less federal excise tax) within
the year received or the following year or be
subject to a 15 first-level tax on its
undistributed income. Amounts distributed in
excess of the required minimum in prior years
reduce the current year's required minimum
distribution. The Foundation has met or exceeded
the required minimum distribution in prior years
and at June 30, 2005, has an excess distribution
carryover of 130,656. NOTE 5 INVESTMENT
SECURITIES At June 30, 2005, the fair value of
the Foundation's investment in equity securities
exceeded cost by 991,719. Gross unrealized
gains at that date were 1,097,887. The
Foundation purchased investment securities
aggregating 683,485 and 1,272,280 in 2005 and
2004, respectively. The Foundation sold or
redeemed investment securities aggregating
326,495 and 761,360 in 2005 and 2004,
respectively. Gain or loss on the sale of
investments is calculated using the specific
identified cost method. A summary of the
Foundation's investment in bonds (principally
corporate) at June 30, 2005, is as follows
A summary of the Foundation's investment in
treasury notes at June 30, 2005, is as follows
The FNMA mortgage-backed security with a cost of
8,374 bears interest at 7 and has a stated
maturity date of 2010. NOTE 6 EMPLOYEE
RETIREMENT PLAN On October 31, 2001, the Board of
Directors adopted and implemented a Simple
Employee Pension Plan ("SEP IRA") under Section
408(k) of the Internal Revenue Code beginning
with the 2001 - 2002 fiscal year. The amount of
the Foundation's annual contribution to each
employee's SEP IRA shall be 10 of the employee's
annual compensation. Contributions totaled
7,468 in 2005.
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The Saul Dayee G. Haas Foundation is a
tax-exempt 501(c)(3) privately funded foundation.
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