Joseph L Barbonchielli And Marie And Manuel B Perez Foundation
- Assets
- $4.9m
- Revenue
- $161.4k
- Investments
- $4.9m
- Employees
- 0
- Location
- San Francisco, CA
- Founding
- 02/2001
- Data as of
- 09/2023
- EIN
- 94-3343590
Organization Overview
Joseph L Barbonchielli And Marie And Manuel B Perez Foundation is located in San Francisco, CA. The organization was established in 2001. According to its NTEE Classification (T22) the organization is classified as: Private Independent Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Joseph L Barbonchielli And Marie And Manuel B Perez Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 09/2023, Joseph L Barbonchielli And Marie And Manuel B Perez Foundation generated $161.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (5.9%) each year. All expenses for the organization totaled $389.4k during the year ending 09/2023. You can explore the organizations financials more deeply in the financial statements section below.
Since 2015, Joseph L Barbonchielli And Marie And Manuel B Perez Foundation has awarded 113 individual grants totaling $2,730,000. If you would like to learn more about the grant giving history of this organization, scroll down to the grant profile section of this page.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Clifton W Ohman President & CEO | 25 | $37,500 | |
Mary K Lopez Trustee\cfo | 5 | $10,000 | |
Joanna Robertson Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $505 |
| Dividends & Interest | $160,853 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $0 |
| Capital Gain Net Income | $0 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $161,358 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $47,500 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $76 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $238 |
| Total operating and administrative expenses | $65,439 |
| Contributions, gifts, grants paid | $324,000 |
| Total expenses and disbursements | $389,439 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | -$31,293 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $4,870,089 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $23 |
| Total liabilities | $23 |
Grants Awarded
Over the last fiscal year, Joseph L Barbonchielli And Marie And Manuel B Perez Foundation has awarded $324,000 in support to 12 organizations.
| Grant Recipient | Amount |
|---|---|
ON LOK DAY SERVICES PURPOSE: ELDER SERVICES | $47,000 |
STANTHONY SENIOR CARE CENTER PURPOSE: ELDER SERVICES | $32,000 |
ST ANNE'S LITTLE SISTER OF THE POOR PURPOSE: ELDER SERVICES | $30,000 |
SELF-HELP FOR THE ELDERLY PURPOSE: ELDER SERVICES | $17,000 |
MEALS ON WHEELS OF SF PURPOSE: ELDER SERVICES | $47,000 |
SAN FRANCISCO SENIOR CENTER PURPOSE: ELDER SERVICES | $27,000 |