Nonprofit · EIN 94-3343590
JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION
Tax-exempt · SAN FRANCISCO, CA 94104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990-PF | $348,604 | $394,388 | -$45,784 | $4,591,555 | $0 | $4,591,555 |
| September 30, 2024 | 990-PF | $161,953 | $394,682 | -$232,729 | $4,637,337 | $0 | $4,637,337 |
| September 30, 2023 | 990-PF | $161,358 | $389,439 | -$228,081 | $4,870,089 | $23 | $4,870,066 |
Financial details: 990-PF for the year ended September 30, 2025
Revenue
- Dividends
- $171,408
- Interest
- $98
- Net gain from sales of assets
- $177,098
Expenses
- Grants and similar amounts paid
- $325,500
- Compensation of officers, directors and key employees
- $47,500
- Disbursements for charitable purposes
- $325,500
- Excise tax on investment income
- $4,846
Balance sheet and other
- Total assets, start of year
- $4,637,339
- Total assets, end of year
- $4,591,555
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,591,555
- Fair market value of assets
- $8,239,946
- Qualifying distributions
- $325,500
- Net investment income
- $348,604
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFTON W OHMAN 1 SAN SOME STREET SUITE 1400, SAN FRANCISCO, CA 94104 | President & CEO | 25 | $37,500 |
| MARY K LOPEZ 1701 EUCALYPTUS DRIVE, SAN FRANCISCO, CA 94132 | Trustee\CFO | 5 | $10,000 |
| JOANNA ROBERTSON 1755 JACKSON STREET 609, SAN FRANCISCO, CA 94109 | Trustee | 1 | $0 |
990-PF for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFTON W OHMAN 1 SAN SOME STREET SUITE 3500, SAN FRANCISCO, CA 94104 | President & CEO | 25 | $37,500 |
| MARY K LOPEZ 1701 EUCALYPTUS DRIVE, SAN FRANCISCO, CA 94132 | Trustee\CFO | 5 | $10,000 |
| JOANNA ROBERTSON 1755 JACKSON STREET 609, SAN FRANCISCO, CA 94109 | Trustee | 1 | $0 |
990-PF for the year ended September 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CLIFTON W OHMAN 1 SAN SOME STREET SUITE 3500, SAN FRANCISCO, CA 94104 | President & CEO | 25 | $37,500 |
| MARY K LOPEZ 1701 EUCALYPTUS DRIVE, SAN FRANCISCO, CA 94132 | Trustee\CFO | 5 | $10,000 |
| JOANNA ROBERTSON 1755 JACKSON STREET 609, SAN FRANCISCO, CA 94109 | Trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 SANSOME ST STE 1400, SAN FRANCISCO, CA 94104-4431
- In care of
- % CLIFTON W OHMAN
- Signed the 990-PF
- Clifton W Ohman, President
- Phone
- (415) 433-5446
- Return prepared by
- Clifton W Ohman
California records
California keeps its own records of charities and corporations. Search them by EIN 94-3343590 or by the name JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990-PF on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990-PF on file |
IRS record
- EIN
- 94-3343590
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2001
- Accounting year ends
- September
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $4,591,555
- Income (IRS master file)
- $431,506
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | September 2025 | $348,604 | $394,388 | $4,591,555 | XML |
| 990-PF | September 2024 | $161,953 | $394,682 | $4,637,337 | XML |
| 990-PF | September 2023 | $161,358 | $389,439 | $4,870,089 | XML |
| 990-PF | September 2022 | – | – | – | IRS |
| 990-PF | September 2021 | – | – | – | IRS |
| 990-PF | September 2020 | – | – | – | IRS |
| 990-PF | September 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-3343590).
Questions about JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION
- What is the EIN of JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION?
- The employer identification number (EIN) of JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION is 94-3343590.
- Is JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended September 2025.
- Who are the officers and directors of JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION?
- The 990-PF for the year ended September 30, 2025 lists 3 people; 2 received compensation from the organization, the highest $37,500 (CLIFTON W OHMAN, President & CEO).
- How much revenue does JOSEPH L BARBONCHIELLI AND MARIE AND MANUEL B PEREZ FOUNDATION have?
- On its 990-PF for the year ended September 30, 2025 it reported revenue of $348,604, expenses of $394,388 and total assets of $4,591,555 at year end.
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