Nonprofit · EIN 33-0876494
JOSEPHINE HERBERT GLEIS FOUNDATION
Tax-exempt · CORONA DL MAR, CA 92625
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $3,416,613 | $1,418,300 | $1,998,313 | $15,171,772 | $0 | $15,171,772 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Dividends
- $282,026
- Interest
- $61,285
- Net gain from sales of assets
- $2,988,089
- Other income
- $85,213
Expenses
- Grants and similar amounts paid
- $1,270,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,286,000
- Excise tax on investment income
- $45,652
Balance sheet and other
- Total assets, start of year
- $13,173,459
- Total assets, end of year
- $15,171,772
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,171,772
- Fair market value of assets
- $17,848,591
- Qualifying distributions
- $1,286,000
- Net investment income
- $3,416,613
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GAVIN HERBERT JR 2301 SAN JOAQUIN HILLS ROAD, CORONA DEL MAR, CA 92625 | CO-TRUSTEE | 0.5 | $0 |
| RICHARD HAUSMAN 2301 SAN JOAQUIN HILLS ROAD, CORONA DEL MAR, CA 92625 | CO-TRUSTEE | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 2301 SAN JOAQUIN HILLS RD, CORONA DL MAR, CA 92625-1113
- In care of
- % GAVIN HERBERT JR
- Signed the 990-PF
- GAVIN HERBERT, CO-TRUSTEE
- Phone
- (949) 640-5500
- Return prepared by
- THE BUSCH FIRM
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 33-0876494
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $15,171,772
- Income (IRS master file)
- $34,472,869
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $816,878 | $1,139,783 | $13,173,459 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS.
Questions about JOSEPHINE HERBERT GLEIS FOUNDATION
- What is the EIN of JOSEPHINE HERBERT GLEIS FOUNDATION?
- The employer identification number (EIN) of JOSEPHINE HERBERT GLEIS FOUNDATION is 33-0876494.
- Is JOSEPHINE HERBERT GLEIS FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to JOSEPHINE HERBERT GLEIS FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPHINE HERBERT GLEIS FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPHINE HERBERT GLEIS FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPHINE HERBERT GLEIS FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOSEPHINE HERBERT GLEIS FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOSEPHINE HERBERT GLEIS FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $3,416,613, expenses of $1,418,300 and total assets of $15,171,772 at year end.
Other nonprofits in CORONA DL MAR
- LOVE TRIBE PROJECT INC EIN 85-0563788 · last filed 990 for 2025
- CORONA DEL MAR COMMUNITY FOUNDATION EIN 30-0349725 · last filed 990-EZ for 2025
- NEWPORT HARBOR AREA ALUMNAE PANHELLENIC EIN 95-3389730 · last filed 990-N for 2025
- NING FOUNDATION EIN 81-4436095 · last filed 990-PF for 2025
- OSPREYTREE FOUNDATION EIN 82-3316453 · last filed 990-PF for 2025
- CLAVIS FOUNDATION EIN 84-3025143 · last filed 990-PF for 2024
- MARY BREMER FOUNDATION EIN 88-0343799 · last filed 990-PF for 2024
- TSOONG FAMILY FOUNDATION EIN 91-2169645 · last filed 990-PF for 2024
All nonprofits in CORONA DL MAR · California · Philanthropy, voluntarism and grantmaking foundations