Totals
- Total revenue
- $7,499,234
- Total expenses
- $21,347,401
- Contributions and grants received
- $7,497,840
- Grants paid
- $21,335,000
- Program service revenue
- $0
- Investment income
- $1,394
- Other revenue
- $0
- Total assets, end of year
- $14,074,974
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $14,074,974
- Program services expenses (Part IX)
- $21,335,000
- Management and general expenses
- $12,401
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $21,335,000
Program services were 99.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$7,497,840
-
1g · Noncash contributions included above
$50,546
-
7a · Gross sales of assets other than inventory
securities $51,900
-
7b · Less cost or other basis and sales expenses
securities $50,506
-
7c · Gain or loss
securities $1,394
-
7d · Net gain or loss
total $1,394 · excluded $1,394
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $21,335,000 · program services $21,335,000
-
11c · Fees: accounting
total $9,350 · management and general $9,350
-
11f · Fees: investment management
total $2,251 · management and general $2,251
-
24a · Other expenses: FILING FEES
total $800 · management and general $800
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $311,286 · end of year $537,335
-
3 · Pledges and grants receivable
beginning of year $27,611,530 · end of year $13,537,314
-
9 · Prepaid expenses and deferred charges
beginning of year $325 · end of year $325
-
27 · Net assets without donor restrictions
beginning of year -$5,185,872 · end of year $360,428
-
28 · Net assets with donor restrictions
beginning of year $33,109,013 · end of year $13,714,546
Mission and programs · 2022
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.
Activities or mission (Part I)
THE GLADSTONE FOUNDATION CONDUCTS FUNDRAISING ACTIVITY ON BEHALF OF THE J. DAVID GLADSTONE INSTITUTES. THE MISSION OF THE GLADSTONE INSTITUTES IS TO USE VISIONARY SCIENCE AND TECHNOLOGY TO OVERCOME MAJOR UNSOLVED DISEASES. TO ENSURE THEIR WORK DOES THE GREATEST GOOD, THE GLADSTONE INSTITUTES FOCUSES ON CONDITIONS WITH PROFOUND MEDICAL, ECONOMIC, AND SOCIAL IMPACT - UNSOLVED DISEASES OF THE BRAIN, THE HEART, AND THE IMMUNE SYSTEM.
-
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 $21,335,000 · Grants $21,335,000
As filed on the 2022 return.
Listed in Part VII
-
R Sanders Williams DirectorR SANDERS WILLIAMS DIRECTOR
PRESIDENT EMIRITUS OF JDGI
- Total calculated
- $28,813
- From this org
- $0
- From related orgs
- $25,055
- Other
- $3,758
- Hours/week
- 1 + 40 related
-
Deepak Srivastava DirectorDEEPAK SRIVASTAVA DIRECTOR
PRESIDENT OF JDGI
- Total calculated
- $1,112,279
- From this org
- $0
- From related orgs
- $1,027,331
- Other
- $84,948
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $836,794 related
- Bonus
- $0 + $150,000 related
- Other
- $0 + $40,537 related
- Deferred
- $0 + $45,750 related
- Nontaxable benefits
- $0 + $39,198 related
- Filer's total
- $0 + $1,112,279 related
-
William H Younger JrWILLIAM H YOUNGER JR
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Stasia ObremskeySTASIA OBREMSKEY
VICE CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Douglas ScrivnerDOUGLAS SCRIVNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Paul EdwardsPAUL EDWARDS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Chris BoskinCHRIS BOSKIN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Perry KarsenPERRY KARSEN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Thomas J FurstTHOMAS J FURST
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marianne De BackerMARIANNE DE BACKER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Linda GraisLINDA GRAIS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary MorgenthalerGARY MORGENTHALER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Stephen RichardsonSTEPHEN RICHARDSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Gary SteeleGARY STEELE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
James TananbaumJAMES TANANBAUM
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erin HoffmannERIN HOFFMANN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sharon WinslowSHARON WINSLOW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sako D FisherSAKO D FISHER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Diksha MakanDIKSHA MAKAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deep V NisharDEEP V NISHAR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Christopher R Redlich JrCHRISTOPHER R REDLICH JR
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Robert Wicks CeoROBERT WICKS CEO
VP OF PHILANTHROPY FOR JDGI
- Total calculated
- $448,931
- From this org
- $0
- From related orgs
- $411,899
- Other
- $37,032
- Hours/week
- 10 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $410,657 related
- Bonus
- $0
- Other
- $0 + $1,242 related
- Deferred
- $0 + $30,500 related
- Nontaxable benefits
- $0 + $6,532 related
- Filer's total
- $0 + $448,931 related
-
Michelle Sibly TreasurerMICHELLE SIBLY TREASURER
VP OF FINANCE FOR JDGI
- Total calculated
- $384,036
- From this org
- $0
- From related orgs
- $338,286
- Other
- $45,750
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $337,755 related
- Bonus
- $0
- Other
- $0 + $531 related
- Deferred
- $0 + $45,750 related
- Nontaxable benefits
- $0
- Filer's total
- $0 + $384,036 related
-
Chris Nicholson SecretaryCHRIS NICHOLSON SECRETARY
DIRECTOR OF PHILANTHROPY FOR JDGI
- Total calculated
- $261,900
- From this org
- $0
- From related orgs
- $202,055
- Other
- $59,845
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $200,713 related
- Bonus
- $0
- Other
- $0 + $1,342 related
- Deferred
- $0 + $20,647 related
- Nontaxable benefits
- $0 + $39,198 related
- Filer's total
- $0 + $261,900 related
-
Robert Obana Former TreasurerROBERT OBANA FORMER TREASURER
COO OF JDGI
- Total calculated
- $671,696
- From this org
- $0
- From related orgs
- $597,259
- Other
- $74,437
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $490,401 related
- Bonus
- $0 + $100,000 related
- Other
- $0 + $6,858 related
- Deferred
- $0 + $45,750 related
- Nontaxable benefits
- $0 + $28,687 related
- Filer's total
- $0 + $671,696 related
-
Megan McDevittformer SecretaryMEGAN MCDEVITTFORMER SECRETARY
VP OF COMMUNICATIONS FOR JDGI
- Total calculated
- $444,981
- From this org
- $0
- From related orgs
- $399,332
- Other
- $45,649
- Hours/week
- 0 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $222,512 related
- Bonus
- $0
- Other
- $0 + $176,820 related
- Deferred
- $0 + $33,842 related
- Nontaxable benefits
- $0 + $11,807 related
- Filer's total
- $0 + $444,981 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 4a · Severance or change-of-control payment
Answered no
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 4A
- MEGAN MCDEVITT RECEIVED A SEVERANCE PAYMENT OF $128,750 DURING CALENDAR YEAR 2022.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
THE J DAVID GLADSTONE INSTITUTES
$21,335,000
GENERAL SUPPORT
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
THE J DAVID GLADSTONE INSTITUTES
501(C)(3) · MEDICAL RESEARCH · CA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 25 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202312989349301636
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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