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EIN 94-3343590

Joseph L Barbonchielli and Marie and Manuel B Perez Foundation

IRS 501(c) type
501(c)(3)
Num. employees
0
City
San Francisco
State
California
Year formed
2001
Most recent tax filings
2023-09-01
NTEE code, primary
T20: Private Foundations
Description
The Joseph L Barbonchielli and Marie and Manuel B Perez Foundation is a private foundation that primarily funds elder services. The foundation made 12 grants last year to grantees that include On Lok Day Services and others. The foundation is located in San Francisco, CA.
Total revenues
$161,358
2023
Total expenses
$389,439
2023
Total assets
$4,870,089
2023
Num. employees
0
2023

Grants made by Joseph L Barbonchielli and Marie and Manuel B Perez Foundation

GranteeGrant descriptionAmount
On Lok Day ServicesElder Services$47,000
Curry Senior CenterElder Services$30,000
San Francisco Senior CenterElder Services$27,000
...and 3 more grants made

Personnel at Joseph L Barbonchielli and Marie and Manuel B Perez Foundation

NameTitleCompensation
Clifton W OhmanPresident and Chief Executive Officer$37,500
Mary K LopezTrustee\cfo$10,000

Financials for Joseph L Barbonchielli and Marie and Manuel B Perez Foundation

RevenuesFYE 09/2023
Total grants, contributions, etc.$0
Investment income and dividends$161,358
Net rental income$0
Net gain from sale of non-inventory assets$0
Gross sales of inventory$0
Miscellaneous revenues$0
Total revenues$161,358

Form 990s for Joseph L Barbonchielli and Marie and Manuel B Perez Foundation

Fiscal year endingDate received by IRSFormPDF link
2023-092024-02-07990PFView PDF
2022-092023-08-10990PFView PDF
2021-092022-02-14990PFView PDF
2020-092021-08-09990PFView PDF
2019-092021-06-09990PFView PDF
...and 8 more Form 990s
Data update history
October 6, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 28, 2023
Posted financials
Added Form 990PF for fiscal year 2021
August 13, 2022
Posted financials
Added Form 990PF for fiscal year 2020
October 9, 2021
Posted financials
Added Form 990PF for fiscal year 2019
November 4, 2019
Posted financials
Added Form 990PF for fiscal year 2018
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsTax deductible donationsNo full-time employees
General information
Address
1 Sansome St 3500
San Francisco, CA 94104
Metro area
San Francisco-Oakland-Berkeley, CA
County
San Francisco County, CA
Phone
(415) 433-5446
IRS details
EIN
94-3343590
Fiscal year end
September
Taxreturn type
Form 990-PF
Year formed
2001
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
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