Joseph L Barbonchielli and
Joseph L Barbonchielli and is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Francisco, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 12 grants totaling $324K. Net investment income was $162K.
Key facts about Joseph L Barbonchielli and
- EIN
- 94-3343590
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $324,000
- Grants made (2024)
- 12
- Average grant
- $27,000
- Median grant
- $28,500
- New grantees (estimate)
- 0% first-time grantees (0 of 12, 2024)
- Total assets
- $4,637,337
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
Who Joseph L Barbonchielli and funds
By grant dollars, the top recipient states for Joseph L Barbonchielli and's 12 itemized 2024 grants were California (100%). The most frequent recipient cities were San Francisco, CA (12 grants). None of its 12 grants with a stated purpose were described as general or operating support. Recurring purposes include "Elder Services" (12 grants).
Is Joseph L Barbonchielli and open to new grantees?
0%
first-time grantees, 2024
In 2024, 0 of 12 grantees (0%) were first-time recipients. How we count
- 100% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+8%). Method
- In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized IRS Form 990-PF grant lists (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Next steps with Joseph L Barbonchielli and
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.6M
-4.8% YoY
Annual Giving
$324K
+0.0% YoY
Grant Count
12
+0.0% YoY
Avg Grant Size
$27K
+0.0% YoY
Under IRS private-foundation payout rules, Joseph L Barbonchielli and reported a distributable amount of $355K for 2024 — the minimum it must pay out in qualifying distributions.
About Joseph L Barbonchielli and
Based on IRS filings
Joseph L Barbonchielli and is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Francisco, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.6M in total assets. In 2024, it awarded 12 grants totaling $324K. Net investment income was $162K.
Focus Areas
Ready to take the next step with Joseph L Barbonchielli and?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 12 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $4,637,337 | $4,870,089 | $5,098,147 |
| Revenue | $161,953 | $161,358 | $97,208 |
| Expenses | $394,682 | $389,439 | $365,173 |
| Qualifying Distributions | $324,000 | $324,000 | $301,000 |
| Net Investment Income | $161,953 | $161,358 | $97,208 |
| Distributable Amount | $354,825 | — | $324,046 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
60 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include On Lok Day Services ($47,000), Meals On Wheels of SF ($47,000), Episcopal Community Svc ($37,000).
| Recipient | Purpose | Amount |
|---|---|---|
| On Lok Day Services San Francisco, CA | Elder Services | $47,000 |
| Meals On Wheels of SF San Francisco, CA | Elder Services | $47,000 |
| Episcopal Community Svc San Francisco, CA | Elder Services | $37,000 |
| StAnthony Senior Care Center San Francisco, CA | Elder Services | $32,000 |
| St Anne's Little Sister of the Poor San Francisco, CA | Elder Services | $30,000 |
| Curry Senior Center San Francisco, CA | Elder Services | $30,000 |
| San Francisco Senior Center San Francisco, CA | Elder Services | $27,000 |
| Catholic Charities CYO San Francisco, CA | Elder Services | $27,000 |
| Institute On Aging San Francisco, CA | Elder Services | $18,000 |
| Self-Help For The Elderly San Francisco, CA | Elder Services | $17,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Clifton W Ohman | President & CEO | 25 | $37,500 |
| Mary K Lopez | Trustee\CFO | 5 | $10,000 |
| Joanna Robertson | Trustee | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Joseph L Barbonchielli and?
Joseph L Barbonchielli and is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in San Francisco, CA. It holds $4.6M in total assets as of 2024.
How large is Joseph L Barbonchielli and?
As of 2024, Joseph L Barbonchielli and holds $4.6M in total assets with $162K in annual revenue. It awarded 12 grants totaling $324K in 2024.
Where does Joseph L Barbonchielli and operate?
Joseph L Barbonchielli and has awarded grants in California.
What size grants does Joseph L Barbonchielli and award?
In 2024, Joseph L Barbonchielli and awarded 12 grants totaling $324K — an average of about $27K per grant, based on its IRS Form 990 filings.
How much is Joseph L Barbonchielli and required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Joseph L Barbonchielli and reported a distributable amount of $355K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Joseph L Barbonchielli and's EIN?
Joseph L Barbonchielli and's EIN (Employer Identification Number) is 94-3343590. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.