Joseph L Barbonchielli And Marie And Manuel B Perez Foundation

San Francisco, CA
Tax-exempt since Feb. 2001
EIN: 94-3343590

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$162k (2024)

Expenses

$395k (2024)

Total Assets

$4.64M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Sept.
2024

Revenue

$161,953

Expenses

$394,682

Net Income

-$232,729

Net Assets

$4,637,337

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$428	0.3%
Dividends	$161,525	99.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,000	82.1%
Compensation of Officers*	$47,500	12.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,637,337
Total Liabilities	$0
Net Assets	$4,637,337

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (President & Ceo)	$37,500	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Joanna Robertson (Trustee)	$0	$0

990-PF

Filed on Feb. 14, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2023

Revenue

$161,358

Expenses

$389,439

Net Income

-$228,081

Net Assets

$4,870,066

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$505	0.3%
Dividends	$160,853	99.7%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$324,000	83.2%
Compensation of Officers*	$47,500	12.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,870,089
Total Liabilities	$23
Net Assets	$4,870,066

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (President & Ceo)	$37,500	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Joanna Robertson (Trustee)	$0	$0

990-PF

Filed on Feb. 7, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2022

Revenue

$97,208

Expenses

$365,173

Net Income

-$267,965

Net Assets

$5,098,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$201	0.2%
Dividends	$97,007	99.8%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$301,000	82.4%
Compensation of Officers*	$47,500	13.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,098,147
Total Liabilities	$0
Net Assets	$5,098,147

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (President & Ceo)	$37,500	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Joanna Robertson (Trustee)	$0	$0

990-PF

Filed on Aug. 10, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2021

Revenue

$229,927

Expenses

$372,927

Net Income

-$143,000

Net Assets

$5,366,112

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$132	0.1%
Dividends	$83,557	36.3%
Sales of Assets	$146,238	63.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,000	80.4%
Compensation of Officers*	$47,500	12.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,366,112
Total Liabilities	$0
Net Assets	$5,366,112

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (President & Ceo)	$37,500	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Joanna Robertson (Trustee)	$0	$0

990-PF

Filed on Feb. 15, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2020

Revenue

$664,799

Expenses

$380,463

Net Income

$284,336

Net Assets

$5,509,111

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$37	0.0%
Dividends	$80,308	12.1%
Sales of Assets	$584,454	87.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$310,000	81.5%
Compensation of Officers*	$47,500	12.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,509,112
Total Liabilities	$1
Net Assets	$5,509,111

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (President & Ceo)	$37,500	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Joanna Robertson (Trustee)	$0	$0
James Watts (Trustee)	$0	$0

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990-PF

Filed on Aug. 9, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Sept.
2019

Revenue

$244,478

Expenses

$386,372

Net Income

-$141,894

Net Assets

$5,224,775

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$264	0.1%
Dividends	$137,352	56.2%
Sales of Assets	$106,862	43.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$315,000	81.5%
Compensation of Officers*	$47,500	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,224,776
Total Liabilities	$1
Net Assets	$5,224,775

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (Trustee & Ceo)	$37,500	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Patricia Olcomendy Esq (Trustee\Sec\Tre)	$0	$0
Joanna Robertson (Trustee)	$0	$0
James Watts (Trustee)	$0	$0

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990-PF

Filed on June 17, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2018

Revenue

$577,844

Expenses

$365,823

Net Income

$212,021

Net Assets

$5,366,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$83,729	14.5%
Sales of Assets	$494,115	85.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$300,000	82.0%
Compensation of Officers*	$55,000	15.0%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,366,670
Total Liabilities	$0
Net Assets	$5,366,670

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (President & Ceo)	$45,000	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Patricia Olcomendy Esq (Trustee\Sec\Tre)	$0	$0
Joanna Robertson (Trustee)	$0	$0
James Watts (Trustee)	$0	$0

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990-PF

Filed on May 7, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Sept.
2017

Revenue

$82,911

Expenses

$336,067

Net Income

-$253,156

Net Assets

$5,154,649

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$80,275	96.8%
Sales of Assets	$2,636	3.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$265,000	78.9%
Compensation of Officers*	$55,000	16.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,154,649
Total Liabilities	$0
Net Assets	$5,154,649

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (President & Ceo)	$45,000	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Patricia Olcomendy Esq (Trustee\Sec\Tre)	$0	$0
Joanna Robertson (Trustee)	$0	$0
James Watts (Trustee)	$0	$0

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990-PF

Filed on Aug. 6, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2016

Revenue

$261,792

Expenses

$372,211

Net Income

-$110,419

Net Assets

$5,407,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.0%
Dividends	$89,010	34.0%
Sales of Assets	$172,718	66.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$306,000	82.2%
Compensation of Officers*	$47,500	12.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,407,805
Total Liabilities	$0
Net Assets	$5,407,805

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (President & Ceo)	$37,500	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Patricia Olcomendy Esq (Trustee\Sec\Tre)	$0	$0
Joanna Robertson (Trustee)	$0	$0
James Watts (Trustee)	$0	$0

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990-PF

Filed on May 8, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2015

Revenue

$247,140

Expenses

$375,438

Net Income

-$128,298

Net Assets

$5,518,221

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35	0.0%
Dividends	$173,770	70.3%
Sales of Assets	$73,335	29.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$309,000	82.3%
Compensation of Officers*	$55,000	14.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,518,224
Total Liabilities	$3
Net Assets	$5,518,221

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (President & Ceo)	$45,000	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Patricia Olcomendy Esq (Trustee\Sec\Tre)	$0	$0
Joanna Robertson (Trustee)	$0	$0
James Watts (Trustee)	$0	$0

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990-PF

Filed on May 13, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2014

Revenue

$469,366

Expenses

$372,120

Net Income

$97,246

Net Assets

$5,646,519

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$67	0.0%
Dividends	$82,025	17.5%
Sales of Assets	$387,274	82.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$310,000	83.3%
Compensation of Officers*	$51,250	13.8%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,646,519
Total Liabilities	$0
Net Assets	$5,646,519

Compensation

Key Employees and Officers	Compensation	Other
Clifton W Ohman (President & Ceo)	$41,250	$0
Mary K Lopez (Trustee\Cfo)	$10,000	$0
Patricia Olcomendy Esq (Trustee\Sec\Tre)	$0	$0
Joanna Robertson (Trustee)	$0	$0
James Watts (Trustee)	$0	$0

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990-PF

Filed on Feb. 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2013

Revenue

$64,743

Expenses

$375,911

Net Income

-$311,168

Net Assets

$5,549,272

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$18	0.0%
Dividends	$66,708	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$317,000	84.3%
Compensation of Officers*	$51,250	13.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,549,273
Total Liabilities	$1
Net Assets	$5,549,272

990-PF

Filed on July 15, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Sept.
2012

Revenue

$60,975

Expenses

$371,335

Net Income

-$310,360

Net Assets

$5,860,440

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$172	0.3%
Dividends	$57,853	94.9%
Sales of Assets	$2,950	4.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$317,000	85.4%
Compensation of Officers*	$39,750	10.7%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,860,441
Total Liabilities	$1
Net Assets	$5,860,440

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Sept.
2011

Revenue

$206,722

Expenses

$365,789

Net Income

-$159,067

Net Assets

$6,170,800

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$49,835	24.1%
Sales of Assets	$156,887	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$312,000	85.3%
Compensation of Officers*	$39,750	10.9%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$6,170,801
Total Liabilities	$1
Net Assets	$6,170,800

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Joseph L Barbonchielli And Marie And Manuel B Perez Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $162k (2024)

Expenses $395k (2024)

Total Assets $4.64M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Sept. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Sept. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$162k (2024)

Expenses

$395k (2024)

Total Assets

$4.64M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Sept.
2024

Fiscal Year Ending Sept.
2023

Fiscal Year Ending Sept.
2022

Fiscal Year Ending Sept.
2021

Fiscal Year Ending Sept.
2020

Fiscal Year Ending Sept.
2019

Fiscal Year Ending Sept.
2018

Fiscal Year Ending Sept.
2017

Fiscal Year Ending Sept.
2016

Fiscal Year Ending Sept.
2015

Fiscal Year Ending Sept.
2014

Fiscal Year Ending Sept.
2013

Fiscal Year Ending Sept.
2012

Fiscal Year Ending Sept.
2011

Fiscal Year Ending Sept.
2010

Fiscal Year Ending Sept.
2009

Fiscal Year Ending Sept.
2008

Fiscal Year Ending Sept.
2007

Fiscal Year Ending Sept.
2006

Fiscal Year Ending Sept.
2005

Fiscal Year Ending Sept.
2004

Fiscal Year Ending Sept.
2003

Fiscal Year Ending Sept.
2002

Fiscal Year Ending Sept.
2001