Private Foundation

JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION

JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION is a private foundation categorized as Private Foundation based in SAN FRANCISCO, CA. Its most recent IRS filing (2025) reports revenue of $349K, expenses of $394K, total assets of $4.6M. Imperigo tracks 109 reported grants from this foundation totaling approximately $2.8M.

EIN: 943343590 SAN FRANCISCO, CA Private Independent Foundations NTEE: T22 Latest filing: 2025
Total Revenue$349K
Total Expenses$394K
Total Assets$4.6M
Grants Given109
Grant Total$2.8M
Filing Years2021–2025

Sample Grants Given

Meals On Wheels of SF
San Francisco, CA · 2024
Elder Services
$55,000
On Lok Day Services
San Francisco, CA · 2024
Elder Services
$52,000
Episcopal Community Svc
San Francisco, CA · 2024
Elder Services
$42,000
StAnthony Senior Care Center
San Francisco, CA · 2024
Elder Services
$40,000
Catholic Charities CYO
San Francisco, CA · 2024
Elder Services
$30,000

Showing up to 5 of 109 total records — full history available with membership.

Officers & Directors

President & CEO Clifton W Ohman
Trustee Joanna Robertson
Trustee\CFO Mary K Lopez

Officer compensation and complete director data available with membership.

Top Grant Purposes

Elder Services
$2,744,500 107 grants
Food Services
$20,000 2 grants

Financial Trends

Year Revenue Expenses Assets
2025 $349K $394K $4.6M
2024 $162K $395K $4.6M
2023 $161K $389K $4.9M
2022 $97K $365K $5.1M
2021 $230K $373K $5.4M

Between 2021 and 2025, reported annual revenue grew from $230K to $349K (+52%), with total assets most recently reported at $4.6M.

Interactive year-over-year charts and full filing details available with membership.

Grant Geography

Grants from this foundation were reported to recipients in CA.

CA

Full geographic grant map with state-by-state breakdown available with membership.

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