Josephine Herbert Gleis Foundation
The Josephine Herbert Gleis Foundation is a private family foundation established in 1999 and based in Corona Del Mar, California. The foundation operates as a 501(c)(3) organization and focuses on philanthropic grantmaking across multiple sectors and geographic regions.
Key facts about Josephine Herbert Gleis Foundation
- EIN
- 33-0876494
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,270,000
- Grants made (2024)
- 34
- Average grant
- $37,353
- Median grant
- $25,000
- Total assets
- $15,171,772
- Primary geography
- California (86% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated June 2026.
Who Josephine Herbert Gleis Foundation funds
By grant dollars, the top recipient states for Josephine Herbert Gleis Foundation's 34 itemized 2024 grants were California (86%). The most frequent recipient cities were Irvine, CA (5 grants), Los Angeles, CA (4 grants), Newport Beach, CA (3 grants) and Orange, CA (3 grants). 59% of grants with a stated purpose were for general or operating support.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$15.2M
+15.2% YoY
Annual Giving
$1.3M
+35.8% YoY
Grant Count
34
+54.5% YoY
Avg Grant Size
$37K
-12.1% YoY
Under IRS private-foundation payout rules, Josephine Herbert Gleis Foundation reported a distributable amount of $795K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The foundation supports projects in Education, Philanthropy, Voluntarism & Grantmaking, and Human Services. Funding interests include obesity prevention, hearing and vision initiatives, and recreation programs.
Grantmaking
The foundation made 22 grants in its most recent reporting period, with total giving of $956,000 to $1,270,000 depending on the fiscal year.
Grant Range
$25,000
Average Grant
amount: $168
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Geographic Focus
Where this funder awards grants
The foundation funds projects across multiple U.S. states, with primary activity in California, Virginia, and the District of Columbia. Additional funding has been documented in Washington, New York, Maryland, Kentucky, and other states.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
- Total Assets: $13.17 million to $16 million (varies by reporting period)
- Annual Expenses: Approximately $1.14 million
- Annual Revenue: Approximately $816,878
- Total Giving: $935,000 to $1,270,000 annually
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $15,171,772 | $13,173,459 | $13,496,364 |
| Revenue | $3,416,613 | $816,878 | $2,609,958 |
| Expenses | $1,418,300 | $1,139,783 | $925,372 |
| Qualifying Distributions | $1,286,000 | $956,000 | $728,500 |
| Net Investment Income | $3,284,313 | $633,095 | $2,413,086 |
| Distributable Amount | $795,370 | $742,954 | $732,061 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
126 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include University of Ca Irvine Foundation ($420,000 across 3 grants), University of Southern California ($125,000 across 2 grants), City of Hope ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| UNIVERSITY OF CA IRVINE FOUNDATION IRVINE, CA | SUPPORT BEN MOHAMED VACCINE | $300,000 |
| UNIVERSITY OF CA IRVINE FOUNDATION IRVINE, CA | SUPPORT CENTER FOR TRANSLATIONAL VISION RESEARCH | $100,000 |
| UNIVERSITY OF SOUTHERN CALIFORNIA LOS ANGELES, CA | SCHAEFFER CENTER | $100,000 |
| CITY OF HOPE DUARTE, CA | SUPPORT JAMES WAISMAN ENDOWMENT FOR BREAST CANCER RESEARCH AND TREATMENT | $50,000 |
| FREEDOM ALLIANCE WINCHESTER, VA | GENERAL USE | $50,000 |
| HOAG HOSPITAL FOUNDATION - MARILYN HAUSMAN CANCER RESEARCH & DEVELOPMENT NEWPORT BEACH, CA | SUPPORT MARILYN HAUSMAN CANCER RESEARCH FUND | $50,000 |
| HOAG HOSPITAL FOUNDATION - YOUNG ADULTS WITH TYPE 1 DIABETES NEWPORT BEACH, CA | SUPPORT YOUNG ADULTS WITH TYPE I DIABETES | $50,000 |
| MIRACLES FOR KIDS IRVINE, CA | GENERAL USE | $50,000 |
| RESEARCH TO PREVENT BLINDNESS NEW YORK, NY | SUPPORT RESEARCH TO PREVENT BLINDNESS | $50,000 |
| STARS & STRIPES CHILDREN'S FOUNDATION LAGUNA NIGUEL, CA | GENERAL USE | $50,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The foundation is managed by two co-trustees:
- Gavin Herbert Jr. – Co-Trustee (part-time, unpaid)
- Richard Hausman – Co-Trustee (part-time, unpaid)
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| GAVIN HERBERT JR | CO-TRUSTEE | 0.5 | — |
| RICHARD HAUSMAN | CO-TRUSTEE | 0.5 | — |
Recent News & Activity
Recent developments and announcements
In 2016, the Josephine Herbert Gleis Foundation committed $5 million to the Gavin Herbert Eye Institute at UC Irvine for vision research, representing a significant grant to support eye research initiatives.
[PDF] Summer 2024 - UCI Gavin Herbert Eye Institute - UC IrvineSubject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Josephine Herbert Gleis Foundation fund?
The foundation supports projects in Education, Philanthropy, Voluntarism & Grantmaking, and Human Services. Funding interests include obesity prevention, hearing and vision initiatives, and recreation programs.
How do I apply for a grant from Josephine Herbert Gleis Foundation?
**Grant Characteristics:** • Typical award range: $1,000 to $450,000 • Median grant size: $25,000 • Average grant amount: $168 • Recent annual distributions: approximately $935,000 to $1,270,000 **Grant Activity:** The foundation made 22 grants in its most recent reporting period, with total giving of $956,000 to $1,270,000 depending on the fiscal year.
Where does Josephine Herbert Gleis Foundation make grants?
The foundation funds projects across multiple U.S. states, with primary activity in California, Virginia, and the District of Columbia. Additional funding has been documented in Washington, New York, Maryland, Kentucky, and other states.
What size grants does Josephine Herbert Gleis Foundation award?
In 2024, Josephine Herbert Gleis Foundation awarded 34 grants totaling $1.3M — an average of about $37K per grant, based on its IRS Form 990 filings.
How much is Josephine Herbert Gleis Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Josephine Herbert Gleis Foundation reported a distributable amount of $795K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Josephine Herbert Gleis Foundation's EIN?
Josephine Herbert Gleis Foundation's EIN (Employer Identification Number) is 33-0876494. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Josephine Herbert Gleis Foundation's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.