Josephine Herbert Gleis Foundation

Corona Dl Mar, CA
Tax-exempt since May 2000
EIN: 33-0876494

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$3.42M (2024)

Expenses

$1.42M (2024)

Total Assets

$15.2M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$3,416,613

Expenses

$1,418,300

Net Income

$1,998,313

Net Assets

$15,171,772

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$61,285	1.8%
Dividends	$282,026	8.3%
Sales of Assets	$2,988,089	87.5%
Other Income	$85,213	2.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,286,000	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$15,171,772
Total Liabilities	$0
Net Assets	$15,171,772

Compensation

Key Employees and Officers	Compensation	Other
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on Oct. 30, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$816,878

Expenses

$1,139,783

Net Income

-$322,905

Net Assets

$13,173,459

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$66,777	8.2%
Dividends	$299,411	36.7%
Sales of Assets	$342,274	41.9%
Other Income	$108,416	13.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$956,000	83.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,173,459
Total Liabilities	$0
Net Assets	$13,173,459

Compensation

Key Employees and Officers	Compensation	Other
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on Sept. 19, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$2,609,958

Expenses

$925,372

Net Income

$1,684,586

Net Assets

$13,496,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$108,242	4.1%
Dividends	$260,652	10.0%
Sales of Assets	$1,863,541	71.4%
Other Income	$377,523	14.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$728,500	78.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$13,496,364
Total Liabilities	$0
Net Assets	$13,496,364

Compensation

Key Employees and Officers	Compensation	Other
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on Nov. 6, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$1,994,186

Expenses

$935,126

Net Income

$1,059,060

Net Assets

$11,811,778

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$101,975	5.1%
Dividends	$211,997	10.6%
Sales of Assets	$1,573,926	78.9%
Other Income	$106,288	5.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$714,504	76.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,811,778
Total Liabilities	$0
Net Assets	$11,811,778

Compensation

Key Employees and Officers	Compensation	Other
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on Oct. 20, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$663,817

Expenses

$889,870

Net Income

-$226,053

Net Assets

$10,752,717

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9,883	1.5%
Dividends	$184,599	27.8%
Sales of Assets	$426,944	64.3%
Other Income	$42,391	6.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$718,847	80.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,752,718
Total Liabilities	$1
Net Assets	$10,752,717

Compensation

Key Employees and Officers	Compensation	Other
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on Nov. 3, 2021

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$746,562

Expenses

$689,662

Net Income

$56,900

Net Assets

$11,288,537

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$10,063	1.3%
Dividends	$186,028	24.9%
Sales of Assets	$534,524	71.6%
Other Income	$15,947	2.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$595,000	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,288,538
Total Liabilities	$1
Net Assets	$11,288,537

Compensation

Key Employees and Officers	Compensation	Other
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on Oct. 9, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$1,014,359

Expenses

$741,552

Net Income

$272,807

Net Assets

$11,061,742

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,683	0.7%
Dividends	$263,726	26.0%
Sales of Assets	$647,584	63.8%
Other Income	$96,366	9.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$605,000	81.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,061,742
Total Liabilities	$0
Net Assets	$11,061,742

Compensation

Key Employees and Officers	Compensation	Other
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on Oct. 8, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$860,754

Expenses

$638,201

Net Income

$222,553

Net Assets

$10,788,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5,932	0.7%
Dividends	$249,075	28.9%
Sales of Assets	$568,443	66.0%
Other Income	$37,304	4.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$565,985	88.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,798,173
Total Liabilities	$9,238
Net Assets	$10,788,935

Compensation

Key Employees and Officers	Compensation	Other
Josephine Gleis (Co Trustee)	$0	$0
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on Oct. 4, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

-$26,329

Expenses

$738,907

Net Income

-$765,236

Net Assets

$10,566,382

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,348
Dividends	$204,292
Sales of Assets	-$315,550
Other Income	$80,581

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$643,868	87.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,566,382
Total Liabilities	$0
Net Assets	$10,566,382

Compensation

Key Employees and Officers	Compensation	Other
Josephine Gleis (Co Trustee)	$0	$0
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on Oct. 3, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$1,016,816

Expenses

$800,808

Net Income

$216,008

Net Assets

$11,331,618

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,748	0.3%
Dividends	$306,989	30.2%
Sales of Assets	$705,766	69.4%
Other Income	$1,313	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$624,740	78.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,331,618
Total Liabilities	$0
Net Assets	$11,331,618

Compensation

Key Employees and Officers	Compensation	Other
Josephine Gleis (Co Trustee)	$0	$0
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on June 28, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$1,059,805

Expenses

$684,580

Net Income

$375,225

Net Assets

$11,115,610

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,750	0.2%
Dividends	$413,632	39.0%
Sales of Assets	$639,330	60.3%
Other Income	$5,093	0.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$521,515	76.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$11,115,610
Total Liabilities	$0
Net Assets	$11,115,610

Compensation

Key Employees and Officers	Compensation	Other
Josephine Gleis (Co Trustee)	$0	$0
Gavin Herbert Jr (Co Trustee)	$0	$0
Richard Hausman (Co Trustee)	$0	$0

990-PF

Filed on May 12, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$1,921,999

Expenses

$544,265

Net Income

$1,377,734

Net Assets

$10,812,404

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,165,340	60.6%
Interest Revenue	$1,361	0.1%
Dividends	$281,504	14.6%
Sales of Assets	$457,215	23.8%
Other Income	$16,579	0.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$459,615	84.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$10,812,404
Total Liabilities	$0
Net Assets	$10,812,404

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,404,397

Expenses

$523,984

Net Income

$880,413

Net Assets

$9,594,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$957,440	68.2%
Interest Revenue	$569	0.0%
Dividends	$272,215	19.4%
Sales of Assets	$169,201	12.0%
Other Income	$4,972	0.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$364,719	69.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$9,594,360
Total Liabilities	$0
Net Assets	$9,594,360

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$963,410

Expenses

$412,769

Net Income

$550,641

Net Assets

$8,713,947

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$945,088	98.1%
Interest Revenue	$175	0.0%
Dividends	$191,945	19.9%
Sales of Assets	$0
Other Income	$153,917	16.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$296,658	71.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$8,713,947
Total Liabilities	$0
Net Assets	$8,713,947

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Josephine Herbert Gleis Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $3.42M (2024)

Expenses $1.42M (2024)

Total Assets $15.2M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$3.42M (2024)

Expenses

$1.42M (2024)

Total Assets

$15.2M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

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2013

Fiscal Year Ending Dec.
2012

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