J DAVID GLADSTONE INSTITUTES: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- J DAVID GLADSTONE INSTITUTES (EIN 23-7203666)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-10
- IRS object ID
- 202303149349305620
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule J
- Schedule L
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-10T17:21:16-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 910189318 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MOSS ADAMS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4747 EXECUTIVE DR SUITE 1300 | AddressLine1Txt |
| City | SAN DIEGO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 92121 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237203666 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE J DAVID GLADSTONE INSTITUTES | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JDAV | BusinessNameControlTxt |
| Phone | 4157342000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 OWENS STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94158 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE SIBLY | PersonNm |
| Person Title | VICE PRESIDENT, FINANCE | PersonTitleTxt |
| Phone | 4157342000 | PhoneNum |
| Signature | 2023-11-07 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | MICHELLE | PersonFirstNm |
| Person Last | SIBLY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | PATRICIA J MAYER | PreparerPersonNm |
| PTIN | P00188643 | PTIN |
| Phone | 8586271400 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT OBANA | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 OWENS STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $161,680,964 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GLADSTONEINSTITUTES.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1972 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TO DRIVE A NEW ERA OF DISCOVERY IN DISEASE ORIENTED SCIENCE AND TO MENTOR TOMORROW'S LEADERS IN AN INSPIRING AND DIVERSE ENVIRONMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 579 | TotalEmployeeCnt |
| Total Volunteers | 110 | TotalVolunteersCnt |
| Total Gross UBI | $3,198 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $70,616,690 | PYContributionsGrantsAmt |
| CY Contributions Grants | $55,156,655 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $65,809,447 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $76,577,087 | CYProgramServiceRevenueAmt |
| PY Investment Income | $6,412,478 | PYInvestmentIncomeAmt |
| CY Investment Income | $12,479,849 | CYInvestmentIncomeAmt |
| PY Other Revenue | $211,364 | PYOtherRevenueAmt |
| CY Other Revenue | $561,230 | CYOtherRevenueAmt |
| PY Total Revenue | $143,049,979 | PYTotalRevenueAmt |
| CY Total Revenue | $144,774,821 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $55,555,884 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $61,067,877 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,738,723 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $47,461,466 | PYOtherExpensesAmt |
| CY Other Expenses | $57,888,769 | CYOtherExpensesAmt |
| PY Total Expenses | $103,017,350 | PYTotalExpensesAmt |
| CY Total Expenses | $118,956,646 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $40,032,629 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $25,818,175 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $367,466,101 | TotalAssetsBOYAmt |
| Total Assets EOY | $358,330,486 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $191,340,783 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $190,687,162 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $176,125,318 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $167,643,324 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO DRIVE A NEW ERA OF DISCOVERY IN DISEASE ORIENTED SCIENCE AND TO MENTOR TOMORROW'S LEADERS IN AN INSPIRING AND DIVERSE ENVIRONMENT. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $39,772,590 | ExpenseAmt |
| Revenue | $34,052,256 | RevenueAmt |
| Desc | THE INSTITUTE OF NEUROLOGICAL DISEASE MAINTAINS A STRONG FOCUS ON NEURODEGENERATIVE AND NEUROINFLAMMATORY DISEASES, INCLUDING ALZHEIMER'S DISEASE AND OTHER DEMENTIAS, PARKINSON'S DISEASE, AMYOTROPHIC LATERAL SCLEROSIS (ALS), AND MULTIPLE SCLEROSIS. THE INVESTIGATORS ARE SEARCHING FOR COMMON THREADS THAT WILL ALLOW THEM TO IDENTIFY THERAPEUTIC INTERVENTIONS THAT MIGHT BENEFIT MULTIPLE CONDITIONS. THEY ARE USING UNCONVENTIONAL APPROACHES TO IDENTIFY SUCH MULTI-FACETED SOLUTIONS, WHILE ALSO LEVERAGING CAPABILITIES IN REGENERATIVE AND PERSONALIZED MEDICINE. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,346,476 | ExpenseAmt |
| Revenue | $17,747,473 | RevenueAmt |
| Desc | THE INSTITUTE OF VIROLOGY HAS MADE SIGNIFICANT CONTRIBUTIONS TO FIGHT HIV/AIDS, SARS-COV-2, HEPATITIS C, ZIKA, AND CYTOMEGALOVIRUS INFECTIONS LEADING TO GLOBAL AND GROUNDBREAKING EFFORTS IN HIV PREVENTION AND CURE. ITS STATE OF THE ART BSL3 LABORATORIES HAVE ALLOWED GLADSTONE TO DO GROUNDBREAKING WORK IN UNDERSTANDING THE COVID-19 VIRUS AND OTHER VIRUS DRIVEN DISEASES. BY FOCUSING ON PREVENTION, DIAGNOSIS, AND THERAPEUTICS, THE INSTITUTE AIMS TO DEVELOP PROACTIVE STRATEGIES TO TACKLE CURRENT AND FUTURE PANDEMICS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $17,195,381 | ExpenseAmt |
| Revenue | $9,766,176 | RevenueAmt |
| Desc | THE INSTITUTE OF CARDIOVASCULAR DISEASE LEVERAGES IMPORTANT GENETIC, DEVELOPMENTAL, CHEMICAL, BIOLOGICAL SYSTEMS, COMPUTATIONAL, AND ENGINEERING APPROACHES TO STUDY HEART DISEASE AND STEM CELL BIOLOGY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $21,585,609 | ExpenseAmt |
| Revenue | $15,011,182 | RevenueAmt |
| Desc | THE GLADSTONE INSTITUTE OF DATA SCIENCE AND BIOTECHNOLOGY INVESTS IN TALENT TO CREATE NEW WAYS TO ANALYZE AND INTEGRATE DATASETS, INCLUDING MACHINE LEARNING APPROACHES THAT LEVERAGE THE RAPID ADVANCES IN ARTIFICIAL INTELLIGENCE. IT WILL BE THE HOME FOR DEVELOPMENT OF NEW TECHNOLOGIES THAT CAN ACCELERATE DISCOVERY IN ALL AREAS OF INVESTIGATION AT GLADSTONE. GLADSTONE - UCSF INSTITUTE OF GENOMIC IMMUNOLOGY BLENDS THE LATEST GENOMICS AND GENOME ENGINEERING TECHNOLOGIES WITH IMMUNOLOGY RESEARCH TO ENGINEER THE HUMAN IMMUNE SYSTEM FOR THERAPEUTIC BENEFIT. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $21,585,609 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $15,011,182 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $99,900,056 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | Yes (1) | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 116 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 579 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHELLE S SIBLY | PersonNm |
| Phone | 4157342000 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 OWENS STREET | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94158 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| NICHOLAS J SIMON | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $425,000 | $0 | $0 | |||
| ANDREW S GARB | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $425,000 | $0 | $0 | |||
| WILLIAM PRICE | |||||||||
| TRUSTEE | 3.00 | 0.00 | Yes (X) | $425,000 | $0 | $0 | |||
| DEEPAK SRIVASTAVA | |||||||||
| PRESIDENT | 40.00 | 1.00 | $1,027,331 | $0 | $84,948 | Yes (X) | |||
| ROBERT OBANA | |||||||||
| COO | 40.00 | 10.00 | $597,259 | $0 | $74,437 | Yes (X) | |||
| WARNER GREENE | |||||||||
| DIRECTOR | 40.00 | 0.00 | $522,014 | $0 | $74,437 | Yes (X) | |||
| LENNART MUCKE | |||||||||
| DIRECTOR | 40.00 | 0.00 | $576,250 | $0 | $59,310 | Yes (X) | |||
| KATHERINE POLLARD | |||||||||
| DIRECTOR | 40.00 | 0.00 | $471,857 | $0 | $84,948 | Yes (X) | |||
| BENOIT BRUNEAU | |||||||||
| DIRECTOR | 40.00 | 0.00 | $510,630 | $0 | $84,948 | Yes (X) | |||
| MELANIE OTT | |||||||||
| DIRECTOR | 40.00 | 0.00 | $518,779 | $0 | $84,948 | Yes (X) | |||
| ALEX MARSON | |||||||||
| DIRECTOR | 40.00 | 0.00 | $522,391 | $0 | $46,016 | Yes (X) | |||
| STEVEN M FINKBEINER | |||||||||
| DIRECTOR | 40.00 | 0.00 | $526,485 | $0 | $84,948 | Yes (X) | |||
| LEOR WEINBERGER | |||||||||
| SR. INVESTIGATOR | 40.00 | 0.00 | $475,427 | $0 | $84,948 | Yes (X) | |||
| STEPHEN FREEDMAN | |||||||||
| VP FOR CORP LIAISON & VENTURES | 40.00 | 0.00 | $457,423 | $0 | $59,875 | Yes (X) | |||
| ROBERT WICKS | |||||||||
| VP OF PHILANTHROPY | 40.00 | 10.00 | $411,899 | $0 | $37,032 | Yes (X) | |||
| JENNIFER CROSBY | |||||||||
| VP OF PEOPLE SERVICES | 40.00 | 0.00 | $432,788 | $0 | $69,698 | Yes (X) | |||
| MEGAN MCDEVITT | |||||||||
| VP OF COMMUNICATIONS (THRU 11/22) | 40.00 | 10.00 | $399,332 | $0 | $45,649 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $8,724,865 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $976,142 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 139 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SCHWEGMAN LUNDBERG WOESSNER | |||||
| 1600 TCF TOWER 121 SOUTH EIGHTH ST | MINNEAPOLIS | MN | 55402 | LEGAL SERVICES | $728,186 |
| SERVICE BY MEDALLION | |||||
| 411 CLYDE AVENUE | MOUNTAIN VIEW | CA | 94043 | CUSTODIAL SERVICES | $657,116 |
| DG ARCHITECTS INC | |||||
| 550 ELLIS STREET | MOUNTAIN VIEW | CA | 94043 | ARCHITECTURAL SERVICES | $251,473 |
| MOSS ADAMS LLP | |||||
| PO BOX 101822 | PASADENA | CA | 911891822 | ACCOUNTING SERVICES | $194,277 |
| GOODWIN PROCTER LLP | |||||
| 601 MARSHALL STREET | REDWOOD CITY | CA | 94063 | LEGAL SERVICES | $146,259 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $21,335,000 | RelatedOrganizationsAmt |
| All Other Contributions | $33,821,655 | AllOtherContributionsAmt |
| Total Contributions | $55,156,655 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| GOVERNMENT CONTRACTS | 541700 | $59,966,637 | $59,966,637 |
| OTHER GRANT INCOME | 541700 | $14,899,926 | $14,899,926 |
| SCIENTIFIC CORES RECHARGE REVENUE | 541700 | $1,276,960 | $1,276,960 |
| INTELLECTUAL PROPERTY INCOME | 541700 | $433,564 | $433,564 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $76,577,087 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $5,812,778 | TotalRevenueColumnAmt |
| Exclusion | $5,812,778 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $146,075 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $146,075 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,075 | TotalRevenueColumnAmt |
| Exclusion | $146,075 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $23,420,204 | SecuritiesAmt |
| Other | $153,010 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $16,820,738 | SecuritiesAmt |
| Other | $85,405 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,599,466 | SecuritiesAmt |
| Other | $67,605 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $6,667,071 | TotalRevenueColumnAmt |
| Exclusion | $6,667,071 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | K-1 PASSTHROUGH | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,198 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $3,198 | UnrelatedBusinessRevenueAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $411,957 | TotalRevenueColumnAmt |
| Exclusion | $411,957 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $415,155 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $144,774,821 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $76,577,087 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $3,198 | UnrelatedBusinessRevenueAmt |
| Exclusion | $13,037,881 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,226,936 | TotalAmt |
| Program Services | $5,515,318 | ProgramServicesAmt |
| Management And General | $1,520,579 | ManagementAndGeneralAmt |
| Fundraising | $191,039 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,878,225 | TotalAmt |
| Program Services | $29,655,356 | ProgramServicesAmt |
| Management And General | $8,169,341 | ManagementAndGeneralAmt |
| Fundraising | $1,053,528 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,351,236 | TotalAmt |
| Program Services | $2,631,725 | ProgramServicesAmt |
| Management And General | $719,511 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,701,716 | TotalAmt |
| Program Services | $6,448,220 | ProgramServicesAmt |
| Management And General | $1,834,478 | ManagementAndGeneralAmt |
| Fundraising | $419,018 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,909,764 | TotalAmt |
| Program Services | $2,285,089 | ProgramServicesAmt |
| Management And General | $624,675 | ManagementAndGeneralAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $780,717 | TotalAmt |
| Program Services | $735,522 | ProgramServicesAmt |
| Management And General | $45,195 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $219,845 | TotalAmt |
| Management And General | $219,845 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $388,890 | TotalAmt |
| Management And General | $388,890 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $17,265,949 | TotalAmt |
| Program Services | $16,067,493 | ProgramServicesAmt |
| Management And General | $1,154,929 | ManagementAndGeneralAmt |
| Fundraising | $43,527 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,286 | TotalAmt |
| Program Services | $77,286 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,599,432 | TotalAmt |
| Program Services | $11,579,719 | ProgramServicesAmt |
| Management And General | $509 | ManagementAndGeneralAmt |
| Fundraising | $19,204 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,293,915 | TotalAmt |
| Program Services | $1,284,202 | ProgramServicesAmt |
| Management And General | $229 | ManagementAndGeneralAmt |
| Fundraising | $9,484 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,000 | TotalAmt |
| Program Services | $30,000 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,792,261 | TotalAmt |
| Program Services | $6,107,213 | ProgramServicesAmt |
| Management And General | $685,048 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,065,920 | TotalAmt |
| Program Services | $1,052,095 | ProgramServicesAmt |
| Management And General | $11,320 | ManagementAndGeneralAmt |
| Fundraising | $2,505 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,882,846 | TotalAmt |
| Program Services | $6,044,838 | ProgramServicesAmt |
| Management And General | $838,008 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,680,400 | TotalAmt |
| Program Services | $5,919,070 | ProgramServicesAmt |
| Management And General | $761,330 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,448,271 | TotalAmt |
| Program Services | $1,104,291 | ProgramServicesAmt |
| Management And General | $343,980 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ANIMALS | Desc |
| Total | $3,264,607 | TotalAmt |
| Program Services | $3,264,607 | ProgramServicesAmt |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $98,430 | TotalAmt |
| Program Services | $98,012 | ProgramServicesAmt |
| Fundraising | $418 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $118,956,646 | TotalAmt |
| Program Services | $99,900,056 | ProgramServicesAmt |
| Management And General | $17,317,867 | ManagementAndGeneralAmt |
| Fundraising | $1,738,723 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,253,357 | BOYAmt |
| EOY | $3,057,509 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,434,010 | BOYAmt |
| EOY | $333,523 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $52,867,768 | BOYAmt |
| EOY | $62,210,757 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,124,046 | BOYAmt |
| EOY | $6,383,371 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,075,000 | BOYAmt |
| EOY | $700,000 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,016,998 | BOYAmt |
| EOY | $5,686,998 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,288,643 | BOYAmt |
| EOY | $2,155,243 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $174,455,443 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $94,965,253 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $82,340,578 | BOYAmt |
| EOY | $79,490,190 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $104,948,168 | BOYAmt |
| EOY | $80,143,342 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,091,564 | BOYAmt |
| EOY | $92,158,134 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,985,842 | BOYAmt |
| EOY | $3,821,068 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,040,127 | BOYAmt |
| EOY | $22,190,351 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,466,101 | BOYAmt |
| EOY | $358,330,486 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,483,351 | BOYAmt |
| EOY | $5,900,447 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,824,120 | BOYAmt |
| EOY | $12,686,736 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $159,025,000 | BOYAmt |
| EOY | $157,070,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,008,312 | BOYAmt |
| EOY | $15,029,979 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,340,783 | BOYAmt |
| EOY | $190,687,162 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $117,208,843 | BOYAmt |
| EOY | $86,449,463 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,916,475 | BOYAmt |
| EOY | $81,193,861 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,125,318 | BOYAmt |
| EOY | $167,643,324 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $367,466,101 | BOYAmt |
| EOY | $358,330,486 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $25,818,175 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$34,296,971 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$3,198 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Medical Research Organization | Yes (X) | MedicalResearchOrganizationInd |
Hospital Name And Address HospitalNameAndAddressGrp
Supported Organization Name SupportedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UC SAN FRANCISCO MEDICAL CENTER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,125,000 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$982,000 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $15,625 | OtherExpendituresAmt |
| End Year Balance | $4,127,375 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,140,625 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,344,500 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,360,125 | OtherExpendituresAmt |
| End Year Balance | $5,125,000 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,156,250 | BeginningYearBalanceAmt |
| Other Expenditures | $15,625 | OtherExpendituresAmt |
| End Year Balance | $5,140,625 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,171,875 | BeginningYearBalanceAmt |
| Other Expenditures | $15,625 | OtherExpendituresAmt |
| End Year Balance | $5,156,250 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $5,203,125 | BeginningYearBalanceAmt |
| Other Expenditures | $31,250 | OtherExpendituresAmt |
| End Year Balance | $5,171,875 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.00000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.97350 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.02650 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $13,546,625 | OtherCostOrOtherBasisAmt |
| Book Value | $13,546,625 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $56,816,149 | OtherCostOrOtherBasisAmt |
| Depreciation | $23,804,015 | DepreciationAmt |
| Book Value | $33,012,134 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $53,807,683 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,209,675 | DepreciationAmt |
| Book Value | $20,598,008 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $50,280,656 | OtherCostOrOtherBasisAmt |
| Depreciation | $37,951,563 | DepreciationAmt |
| Book Value | $12,329,093 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,330 | OtherCostOrOtherBasisAmt |
| Book Value | $4,330 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $79,490,190 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALTERNATIVE INVESTMENTS | Desc |
| Book Value | $92,158,134 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $92,158,134 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (4 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| OTHER 457B PLAN ASSET | $3,219,655 |
| RE INVESTMENT GRE | $18,436,497 |
| OTHER DEPOSITS | $502,000 |
| OTHER ASSETS | $32,199 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $22,190,351 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (11 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED PAYROLL LIABILITY | $4,419,309 |
| PENSION PAYABLE | $3,902,973 |
| 457(B) TIAA-CREF PLAN LIABILITY | $3,219,654 |
| OPERATING LEASE LIABILITY | $2,176,921 |
| BOND INTEREST PAYABLE | $919,792 |
| CAPITAL LEASE LIABILITY | $197,971 |
| FLEXIBLE BENEFITS PAYABLE | $197,831 |
| POST-DOC PENSION PLAN PAYABLE | $101,272 |
| HEALTH CLAIMS RESERVE | $50,000 |
| OTHER TENANT DEPOSIT PAYABLE | $6,742 |
| OTHER REFUND CLEARING | -$162,486 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $15,029,979 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE DONOR RESTRICTED ENDOWMENT FUNDS HAVE BEEN RESTRICTED TO FUND SPECIFIC SCIENTIFIC RESEARCH PROJECTS. RESEARCH WILL BE PERFORMED ON THESE PROJECTS OVER THE NEXT FEW YEARS. PERMANENTLY RESTRICTED FUND EARNINGS WILL BE SPENT ON SCIENTIFIC RESEARCH AND ADMINISTRATION. |
| PART X, LINE 2: | THE INSTITUTES HAS BEEN GRANTED EXEMPTION FROM INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701D OF THE CALIFORNIA REVENUE AND TAXATION CODE. THE INSTITUTES IS SUBJECT TO UNRELATED BUSINESS INCOME TAX ON CERTAIN RENTAL TRANSACTIONS AND INCOME FROM ALTERNATIVE INVESTMENTS. FOR THE YEARS ENDED DECEMBER 31, 2022 AND 2021, THE INSTITUTES HAD APPROXIMATELY $11,770,559 AND $11,587,000 OF CUMULATIVE TAXABLE LOSSES, RESPECTIVELY. SINCE MANAGEMENT BELIEVES IT IS UNLIKELY THERE WILL BE FUTURE INCOME TO OFFSET THESE LOSSES, A VALUATION ALLOWANCE HAS BEEN REFLECTED AGAINST THE FULL BALANCE. THE INSTITUTES FILES AN EXEMPT ORGANIZATION RETURN AND APPLICABLE UNRELATED BUSINESS INCOME TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND WITH THE FRANCHISE TAX BOARD IN THE STATE OF CALIFORNIA. THE INSTITUTES HAD NO UNRECOGNIZED TAX BENEFITS AT DECEMBER 31, 2022 AND 2021. |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, | RegionTxt |
| Offices | 0 | OfficesCnt |
| Employee | 0 | EmployeeCnt |
| Type Of Activities Conducted | INVESTMENTS | TypeOfActivitiesConductedTxt |
| Region Total Expenditures | $52,157,494 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $52,157,494 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $52,157,494 | TotalSpentAmt |
| Transfer To Foreign Corp | Yes (1) | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (1) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | Yes (1) | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (1) | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 3: | METHOD OF ACCOUNTING IS ACCRUAL BASIS |
| PART III ACCOUNTING METHOD: |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (17 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DEEPAK SRIVASTAVA | ||||||||||||||
| PRESIDENT | $836,794 | $0 | $150,000 | $0 | $40,537 | $0 | $45,750 | $0 | $39,198 | $0 | $1,112,279 | $0 | $0 | $0 |
| ROBERT OBANA | ||||||||||||||
| COO | $490,401 | $0 | $100,000 | $0 | $6,858 | $0 | $45,750 | $0 | $28,687 | $0 | $671,696 | $0 | $0 | $0 |
| LENNART MUCKE | ||||||||||||||
| DIRECTOR | $572,686 | $0 | $0 | $0 | $3,564 | $0 | $45,750 | $0 | $13,560 | $0 | $635,560 | $0 | $0 | $0 |
| STEVEN M FINKBEINER | ||||||||||||||
| DIRECTOR | $524,163 | $0 | $0 | $0 | $2,322 | $0 | $45,750 | $0 | $39,198 | $0 | $611,433 | $0 | $0 | $0 |
| MELANIE OTT | ||||||||||||||
| DIRECTOR | $516,457 | $0 | $0 | $0 | $2,322 | $0 | $45,750 | $0 | $39,198 | $0 | $603,727 | $0 | $0 | $0 |
| WARNER GREENE | ||||||||||||||
| DIRECTOR | $510,890 | $0 | $0 | $0 | $11,124 | $0 | $45,750 | $0 | $28,687 | $0 | $596,451 | $0 | $0 | $0 |
| BENOIT BRUNEAU | ||||||||||||||
| DIRECTOR | $455,319 | $0 | $54,069 | $0 | $1,242 | $0 | $45,750 | $0 | $39,198 | $0 | $595,578 | $0 | $0 | $0 |
| ALEX MARSON | ||||||||||||||
| DIRECTOR | $445,422 | $0 | $0 | $0 | $76,969 | $0 | $30,500 | $0 | $15,516 | $0 | $568,407 | $0 | $0 | $0 |
| LEOR WEINBERGER | ||||||||||||||
| SR. INVESTIGATOR | $413,474 | $0 | $0 | $0 | $61,953 | $0 | $45,750 | $0 | $39,198 | $0 | $560,375 | $0 | $0 | $0 |
| KATHERINE POLLARD | ||||||||||||||
| DIRECTOR | $470,615 | $0 | $0 | $0 | $1,242 | $0 | $45,750 | $0 | $39,198 | $0 | $556,805 | $0 | $0 | $0 |
| STEPHEN FREEDMAN | ||||||||||||||
| VP FOR CORP LIAISON & VENTURES | $450,565 | $0 | $0 | $0 | $6,858 | $0 | $45,750 | $0 | $14,125 | $0 | $517,298 | $0 | $0 | $0 |
| JENNIFER CROSBY | ||||||||||||||
| VP OF PEOPLE SERVICES | $354,418 | $0 | $77,128 | $0 | $1,242 | $0 | $30,500 | $0 | $39,198 | $0 | $502,486 | $0 | $0 | $0 |
| ROBERT WICKS | ||||||||||||||
| VP OF PHILANTHROPY | $410,657 | $0 | $0 | $0 | $1,242 | $0 | $30,500 | $0 | $6,532 | $0 | $448,931 | $0 | $0 | $0 |
| MEGAN MCDEVITT | ||||||||||||||
| VP OF COMMUNICATIONS (THRU 11/22) | $222,512 | $0 | $0 | $0 | $176,820 | $0 | $33,842 | $0 | $11,807 | $0 | $444,981 | $0 | $0 | $0 |
| NICHOLAS J SIMON | ||||||||||||||
| TRUSTEE | $425,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $425,000 | $0 | $0 | $0 |
| ANDREW S GARB | ||||||||||||||
| TRUSTEE | $425,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $425,000 | $0 | $0 | $0 |
| WILLIAM PRICE | ||||||||||||||
| TRUSTEE | $425,000 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $425,000 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | FIRST CLASS TRAVEL- THE INSTITUTES HAVE A POLICY FOR LONGER FLIGHTS AND ALLOWS UPGRADES FOR EMPLOYEES, WHICH MAY INCLUDE FIRST CLASS TRAVEL. TAX INDEMNIFICATION & GROSS UP PAYMENTS- PRINCIPAL REDUCTION RELATING TO THE RELOCATION LOANS PROVIDED TO DEEPAK SRIVASTAVA, LEOR WEINBERGER, AND ALEX MARSON ARE GROSSED UP AND INCLUDED AS TAXABLE COMPENSATION. |
| PART I, LINE 4A | MEGAN MCDEVITT RECEIVED A SEVERANCE PAYMENT OF $128,750 DURING CALENDAR YEAR 2022. |
| PART I, LINE 7 | NONDISCRETIONARY BONUS PAYMENTS WERE PAID BASED ON PERSONS MEETING GOALS SET BY AND APPROVED BY TRUSTEES. |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (2 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| DEEPAK SRIVASTAVA | |||||||
| PRESIDENT | HOUSING | Yes (X) | $820,000 | $350,000 | 0 | Yes (1) | Yes (1) |
| ALEX MARSON | |||||||
| DIRECTOR | HOUSING | Yes (X) | $500,000 | $350,000 | 0 | Yes (1) | Yes (1) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $700,000 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 7B | THE SUPERIOR COURT OF CALIFORNIA'S APPROVAL IS REQUIRED FOR THE ELECTION AND REMOVAL OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 AND ITS RELATED SCHEDULES WERE GIVEN TO THE TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE J. DAVID GLADSTONE INSTITUTES REQUIRES THAT EACH OFFICER, DIRECTOR, TRUSTEE AND KEY EMPLOYEE COMPLETE A CONFLICT OF INTEREST REPORT AND REPORT ANY CONFLICT HE/SHE MAY HAVE. ANY CONFLICTS THAT ARISE DURING THE YEAR ARE REQUIRED TO BE REPORTED TO THE EXECUTIVE DIRECTOR AND THE TRUSTEES IMMEDIATELY. IN THE EVENT THAT A CONFLICT DOES ARISE THAT INDIVIDUAL IS PROHIBITED FROM PARTICIPATING IN THE GOVERNING BODY'S DELIBERATIONS AND DECISIONS IN THAT TRANSACTION. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE ATTORNEY GENERAL FOR THE STATE OF CALIFORNIA IS ADVISED OF TRUSTEE COMPENSATION AND THE STATE OF CALIFORNIA SUPERIOR COURT REVIEWS AND APPROVES THE COMPENSATION. AN EXECUTIVE COMPENSATION REPORT IS COMPLETED EVERY THREE (3) YEARS BY AN INDEPENDENT CONSULTING FIRM FROM SALARY SURVEYS, NON-PROFIT FORM 990'S AND OTHER SOURCES ON ORGANIZATIONS THAT ARE COMPARABLE IN SIZE AND COMPLEXITY TO THE INSTITUTES. THE LAST REPORT WAS COMPLETED ON 11/07/2021. THE PRESIDENT AND DIRECTORS' COMPENSATION IS APPROVED BY THE UNIVERSITY OF CALIFORNIA, SAN FRANCISCO VICE DEAN EACH YEAR. 2022 SALARIES WERE APPROVED ON 01/05/2022. THE INSTITUTES' PRESIDENT AND DIRECTORS UTILIZE SIMILAR RESOURCES AS GUIDELINES WHEN APPROVING COMPENSATION FOR THE INSTITUTES' KEY EMPLOYEES, OTHER OFFICERS AND DIRECT REPORTS. COMPENSATION WAS LAST APPROVED ON 01/05/2022. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION MAKES ITS FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND ORGANIZATIONAL DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | SERVICE CONTRACTS: PROGRAM SERVICE EXPENSES 942,105. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 229. TOTAL EXPENSES 942,334. SUBCONTRACTS: PROGRAM SERVICE EXPENSES 7,512,507. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 7,512,507. OUTSIDE LABORATORY SERVICES: PROGRAM SERVICE EXPENSES 2,178,068. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,178,068. OTHER SERVICES: PROGRAM SERVICE EXPENSES 5,434,813. MANAGEMENT AND GENERAL EXPENSES 1,154,929. FUNDRAISING EXPENSES 43,298. TOTAL EXPENSES 6,633,040. |
| FORM 990, PART XI, LINE 9: | K-1 PASSTHROUGH -3,198. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GLADSTONE FOUNDATION | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 OWENS ST | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94158 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 800688001 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 7 | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Disproportionate AllocationsDisproportionateAllocationsInd | General Or Managing PartnerGeneralOrManagingPartnerInd |
|---|---|---|---|---|---|---|---|---|---|
| MAPLE TREE HOLDINGS LLC | |||||||||
| 13949 VENTURA BLVD STE 300 | SHERMAN OAKS | CA | 91423 | 463439066 | REAL ESTATE | CA | GRE LLC | 0 | 0 |
| 303 PARTNERS HOLDINGS LLC | |||||||||
| 2439 WEST COAST HWY STE 200 | NEWPORT BEACH | CA | 92663 | 364825707 | REAL ESTATE | CA | GRE LLC | 0 | 0 |
| 2720 PARTNERS LLC | |||||||||
| 2439 WEST COAST HWY STE 200 | NEWPORT BEACH | CA | 92663 | 811857038 | REAL ESTATE | CA | GRE LLC | 0 | 0 |
| CAHUENGA NOHO LLC | |||||||||
| 7033 W SUNSET BLVD 225 | LOS ANGELES | CA | 90028 | 822486195 | REAL ESTATE | CA | GRE LLC | 0 | 0 |
| VERDUGO MARKETPLACE LLC | |||||||||
| 7033 W SUNSET BLVD 225 | LOS ANGELES | CA | 90028 | 823478868 | REAL ESTATE | CA | GRE LLC | 0 | 0 |
| 135 N DOHENY LLC | |||||||||
| 7033 W SUNSET BLVD 225 | LOS ANGELES | CA | 90028 | 825027024 | REAL ESTATE | CA | GRE LLC | 0 | 0 |
| 3912 W SUNSET LLC | |||||||||
| 7033 W SUNSET BLVD 225 | LOS ANGELES | CA | 90028 | 830562989 | REAL ESTATE | CA | GRE LLC | 0 | 0 |
| 1641-1645 N CAHUENGA | |||||||||
| 7033 W SUNSET BLVD 225 | LOS ANGELES | CA | 90028 | 831216849 | REAL ESTATE | CA | GRE LLC | 0 | 0 |
| JSW EASTRICH LLC | |||||||||
| 17277 VENTURA BLVD 205 | ENCINO | CA | 91316 | 832210593 | REAL ESTATE | CA | GRE LLC | 0 | 0 |
| CE BARRY LLC | |||||||||
| 2433 BARRY AVENUE | LOS ANGELES | CA | 90064 | 862308939 | REAL ESTATE | CA | GRE LLC | 0 | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Direct Controlling NADirectControllingNACd | Entity TypeEntityTypeTxt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| GRE LLC | ||||||||||||
| 1650 OWENS ST | SAN FRANCISCO | CA | 94158 | 260331566 | REIT | DE | N/A | C | $8,389,868 | $96,132,286 | 0.99000 | Yes (1) |
| CURE NETWORK VENTURES INC | ||||||||||||
| 1650 OWENS ST | SAN FRANCISCO | CA | 94158 | 474323086 | CA | N/A | C | $127,543 | 1.00000 | Yes (1) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (1) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | Yes (1) | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | Yes (1) | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | Yes (1) | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| GRE LLC | ||
| B | $13,591,250 | INVESTMENT |
| GRE LLC | ||
| F | $3,936,290 | CASH |
| GRE LLC | ||
| S | $4,200,050 | CASH - RETURN OF CAPITAL |
| GLADSTONE FOUNDATION | ||
| C | $21,335,000 | CASH |
| CURE NETWORK VENTURES | ||
| Q | $55,586 | INTERCOMPANY TRANSFERS |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART IV, IDENTIFICATION OF RELATED ORGANIZATIONS TAXABLE AS CORP OR TRUST: | FormAndLineReferenceDesc |
| Explanation | NAME OF RELATED ORGANIZATION: CURE NETWORK VENTURES, INC. PRIMARY ACTIVITY: TO EXPEDITE THE TRANSLATION OF RELEVANT SCIENTIFIC DISCOVERIES FROM GLADSTONE INSTITUTE OF NEUROLOGICAL DISEASE INTO POTENTIAL THERAPIES. | ExplanationTxt |
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