Nonprofit · EIN 80-0688001
GLADSTONE FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,263,423 | $7,225,470 | -$2,962,047 | $9,568,568 | $54,432 | $9,514,136 |
| December 31, 2023 | 990 | $6,305,076 | $7,495,867 | -$1,190,791 | $12,884,183 | $0 | $12,884,183 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $4,279,100
- Program service revenue
- $0
- Investment income
- -$15,677
- Net gain from sales of assets
- -$15,724
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $7,214,906
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,903
- Program services (functional)
- $7,214,906
- Management and general (functional)
- $10,564
Balance sheet and other
- Total assets, start of year
- $12,884,183
- Total assets, end of year
- $9,568,568
- Total liabilities, end of year
- $54,432
- Net assets, end of year
- $9,514,136
- Net assets without donor restrictions
- $209,908
- Net assets with donor restrictions
- $9,304,228
- Gross receipts
- $4,902,315
- Employees
- 0
- Volunteers
- 26
- Year formed
- 2010
- State of legal domicile
- CA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DEEPAK SRIVASTAVA DIRECTOR | PRESIDENT OF JDGI Trustee or director | 1 | $0 | $1,088,619 | $93,639 |
| ROBERT OBANA FORMER TREASURER | COO OF JDGI Former | 0 | $0 | $631,301 | $82,535 |
| ROBERT WICKS CEO | VP OF PHILANTHROPY FOR JDGI Officer | 10 | $0 | $448,823 | $60,114 |
| MICHELLE SIBLY TREASURER | VP OF FINANCE FOR JDGI Officer | 1 | $0 | $375,123 | $81,750 |
| CHRIS NICHOLSON SECRETARY | DIRECTOR OF PHILANTHROPY FOR JDGI Officer | 1 | $0 | $218,910 | $67,453 |
| R SANDERS WILLIAMS DIRECTOR | PRESIDENT EMERITUS OF JDGI Trustee or director | 1 | $0 | $12,053 | $1,319 |
| CHRIS BOSKIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER R REDLICH JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIKSHA MAKAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIPCHAND NISHAR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DOUGLAS SCRIVNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIN HOFFMANN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRED CRAVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARY MORGENTHALER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES TANANBAUM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
12 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LI LU | DIRECTOR Trustee or director | 1 | $0 |
| LINDA GRAIS | DIRECTOR Trustee or director | 1 | $0 |
| MARIANNE DE BACKER | DIRECTOR Trustee or director | 1 | $0 |
| PAUL EDWARDS | DIRECTOR Trustee or director | 1 | $0 |
| PERRY KARSEN | DIRECTOR Trustee or director | 1 | $0 |
| SAKO D FISHER | DIRECTOR Trustee or director | 1 | $0 |
| SHARON WINSLOW | DIRECTOR Trustee or director | 1 | $0 |
| STASIA OBREMSKEY | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| STEPHEN RICHARDSON | DIRECTOR Trustee or director | 1 | $0 |
| THOMAS J FURST | DIRECTOR Trustee or director | 1 | $0 |
| WILL EVERS | DIRECTOR Trustee or director | 1 | $0 |
| WILLIAM H YOUNGER JR | CHAIRMAN Trustee or director, Officer | 1 | $0 |
990 for the year ended December 31, 2023: 28 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DEEPAK SRIVASTAVA DIRECTOR | PRESIDENT OF JDGI Trustee or director | 1 | $0 | $1,209,292 | $91,079 |
| ROBERT OBANA FORMER TREASURER | COO OF JDGI Former | 0 | $0 | $613,776 | $80,030 |
| MICHELLE SIBLY TREASURER | VP OF FINANCE FOR JDGI Officer | 1 | $0 | $436,597 | $49,500 |
| ROBERT WICKS CEO | VP OF PHILANTHROPY FOR JDGI Officer | 10 | $0 | $427,001 | $56,587 |
| CHRIS NICHOLSON SECRETARY | DIRECTOR OF PHILANTHROPY FOR JDGI Officer | 1 | $0 | $210,153 | $71,470 |
| R SANDERS WILLIAMS DIRECTOR | PRESIDENT EMERITUS OF JDGI Trustee or director | 1 | $0 | $17,617 | $2,423 |
| CHRIS BOSKIN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS J FURST | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN RICHARDSON | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SHARON WINSLOW | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| SAKO D FISHER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PERRY KARSEN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| PAUL EDWARDS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| WILL EVERS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LINDA GRAIS | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| LI LU | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| MARIANNE DE BACKER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| GARY STEELE | DIRECTOR (THRU 09/23) Trustee or director | 1 | $0 | $0 | $0 |
| GARY MORGENTHALER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| FRED CRAVES | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER R REDLICH JR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| ERIN HOFFMANN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DOUGLAS SCRIVNER | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DIKSHA MAKAN | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| JAMES TANANBAUM | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| DEEP V NISHAR | DIRECTOR Trustee or director | 1 | $0 | $0 | $0 |
| STASIA OBREMSKEY | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| WILLIAM H YOUNGER JR | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1650 OWENS ST, SAN FRANCISCO, CA 94158-2261
- In care of
- % DR MICHAEL PENN
- Principal officer (990 for 2024)
- MICHELLE SIBLY, 1650 OWENS STREET, SAN FRANCISCO, CA 94158
- Signed the 990
- MICHELLE SIBLY, TREASURER
- Phone
- (415) 734-2000
- Website
- WWW.GLADSTONEINSTITUTES.ORG
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
California records
California keeps its own records of charities and corporations. Search them by EIN 80-0688001 or by the name GLADSTONE FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
TO CONDUCT FUNDRAISING ACTIVITIES ON BEHALF OF THE J. DAVID GLADSTONE INSTITUTES AND TO MANAGE AND INVEST A PORTION OF SUCH ASSETS ON BEHALF OF THE INSTITUTES.
Program accomplishments
- THE GLADSTONE FOUNDATION CONDUCTS FUNDRAISING ACTIVITIES ON BEHALF OF THE J. DAVID GLADSTONE INSTITUTES AND MANAGES AND INVESTS A PORTION OF SUCH ASSETS ON BEHALF OF THE INSTITUTES.Expenses $7,214,906 · grants $7,214,906
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 80-0688001
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B12)
- Assets (IRS master file)
- $9,568,568
- Income (IRS master file)
- $4,902,315
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,263,423 | $7,225,470 | $9,568,568 | IRS |
| 990 | December 2023 | $6,305,076 | $7,495,867 | $12,884,183 | XML |
| 990 | December 2022 | $7,499,234 | $21,347,401 | $14,074,974 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 80-0688001).
Questions about GLADSTONE FOUNDATION
- What is the EIN of GLADSTONE FOUNDATION?
- The employer identification number (EIN) of GLADSTONE FOUNDATION is 80-0688001.
- Is GLADSTONE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to GLADSTONE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does GLADSTONE FOUNDATION file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of GLADSTONE 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 GLADSTONE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of GLADSTONE FOUNDATION?
- The 990 for the year ended December 31, 2024 names MICHELLE SIBLY.
- Who are the officers and directors of GLADSTONE FOUNDATION?
- The 990 for the year ended December 31, 2024 lists 27 people; 0 received compensation from the organization.
- How much revenue does GLADSTONE FOUNDATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,263,423, expenses of $7,225,470 and total assets of $9,568,568 at year end.
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