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Also known as: MARIE AND MANUEL B PEREZ FOUNDATION
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Joseph L Barbonchielli And Marie And Manuel B Perez Foundation is a private corporation based in SAN FRANCISCO, CA. The foundation received its IRS ruling in 2001. The principal officer is Clifton W Ohman. It holds total assets of $4.6M. Annual income is reported at $162K. Total assets have decreased from $6.2M in 2010 to $4.9M in 2022. The foundation is governed by 3 officers and trustees. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2016 to 2023. Grantmaking is concentrated in California. According to available records, Joseph L Barbonchielli And Marie And Manuel B Perez Foundation has made 60 grants totaling $1.5M, with a median grant of $25K. The foundation has distributed between $300K and $602K annually from 2020 to 2023. Grantmaking activity was highest in 2022 with $602K distributed across 24 grants. Individual grants have ranged from $5K to $50K, with an average award of $26K. The foundation has supported 12 unique organizations. Grant recipients are concentrated in California. Contributions to this foundation are tax-deductible.
Smallest Grant
$5K
Median Grant
$28K
Average Grant
$26K
Largest Grant
$50K
Based on 12 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Joseph L Barbonchielli And Marie And Manuel B Perez Foundation primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 60 grants. Its grantmaking reaches organizations primarily in CA.
Joseph L Barbonchielli And Marie And Manuel B Perez Foundation has distributed a total of $1.5M across 60 grants. The median grant size is $25K, with an average of $26K. Individual grants have ranged from $5K to $50K.
The application deadline is August 3 1.. 501(c)(3)Public charities benefiting the elderly & needy, by helping them to live in their own homes or apts.in the San Francisco Area; (such as, food, health care, and transportation).
Joseph L Barbonchielli And Marie And Manuel B Perez Foundation is headquartered in SAN FRANCISCO, CA.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Clifton W Ohman | President & CEO | $38K | $0 | $38K |
| Mary K Lopez | Trustee\CFO | $10K | $0 | $10K |
| Joanna Robertson | Trustee | $0 | $0 | N/A |
Total Giving
$389K
Total Assets
$4.9M
Fair Market Value
$6.4M
Net Worth
$4.9M
Grants Paid
$324K
Contributions
N/A
Net Investment Income
$161K
Distribution Amount
N/A
Total: $4.9M
Total Grants
60
Total Giving
$1.5M
Average Grant
$26K
Median Grant
$25K
Unique Recipients
12
Most Common Grant
$30K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| On Lok Day ServicesElder Services | San Francisco, CA | $47K | 2023 |
| Meals On Wheels Of SfElder Services | San Francisco, CA | $47K | 2023 |
| Episcopal Community SvcElder Services | San Francisco, CA | $37K | 2023 |
| Stanthony Senior Care CenterElder Services | San Francisco, CA | $32K | 2023 |
| St Anne'S Little Sister Of The PoorElder Services | San Francisco, CA | $30K | 2023 |
| Curry Senior CenterElder Services | San Francisco, CA | $30K | 2023 |
| San Francisco Senior CenterElder Services | San Francisco, CA | $27K | 2023 |
| Catholic Charities CyoElder Services | San Francisco, CA | $27K | 2023 |
| Institute On AgingElder Services | San Francisco, CA | $18K | 2023 |
| Self-Help For The ElderlyElder Services | San Francisco, CA | $17K | 2023 |
| Pets Are Wonderful SupportElder Services | San Francisco, CA | $7K | 2023 |
| Italian-American Community SvcElder Services | San Francisco, CA | $5K | 2023 |
MENLO PARK, CA
LOS ANGELES, CA
PALO ALTO, CA