Joseph L Barbonchielli and
Joseph L Barbonchielli and is a private foundation based in San Francisco, California. Its 2025 filing reports 11 grants totaling $325,500, all to California recipients; the grants listed were for elder services.
Joseph L Barbonchielli and at a glance
In short: Joseph L Barbonchielli and gave $326K across 11 grants in 2025 (avg $30K), mostly in California. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $325,500
- +0.5% vs 2024
- Grants made (2025)
- 11
- -8.3% vs 2024
- Average grant
- $29,591
- +9.6% vs 2024
- Median grant
- $30,000
- Total assets
- $4,591,555
- -1.0% vs 2024
- New grantees (estimate)
- 0% first-time grantees (0 of 11, 2025; small sample)
- Primary geography
- California (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Joseph L Barbonchielli and
- Accepts unsolicited proposals
- Yes
- How to Apply
-
The filing indicates that the foundation accepts unsolicited requests. It lists no particular form or materials and identifies 501(c)(3) public charities serving elderly and needy people in the San Francisco area as eligible recipients.
- Review Cycle
- August 31, as stated in the 2024 filing; this is a past deadline, not a current application date.
- Deadline
- August 31, as stated in the 2024 filing; this is a past deadline, not a current application date.
- Contact
Application contact: Clifton W Ohman
Mailing address: 1 Sansome Street Suite 1400, San Francisco, CA 94104
Phone: (415) 433-5446
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Joseph L Barbonchielli and funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Meals On Wheels of SF ($55K). Together the top 10 received $321K.
Grant Size Distribution
59 grants across all recorded years
The most common grant size was under $50K: 57 grants of 59 (97%).
Geographic Focus
Where this funder awards grants
All 2025 grant dollars went to recipients in California. The 2024 filing describes the grantmaking area as the San Francisco area. The 2025 recipients listed were based in San Francisco, except Pets Are Wonderful Support, which was based in Los Angeles.
Grant Distribution by State
Share of 2025 grant dollars across all 11 itemized grants.
States
Cities
Is Joseph L Barbonchielli and open to new grantees?
0%
first-time grantees, 2025
In 2025, 0 of 11 grantees (0%) were first-time recipients. With only 11 grantees, that is a small sample: one grantee more or less moves the share by about 9 points. How we count
- 100% of 2025 grantees were also funded in 2024. Method
- Giving held roughly steady from 2022 to 2025 (+8%). Method
- In 2025 it paid out 93% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $300K (2021) to $326K (2025). In 2025 it made 11 grants totaling $326K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Meals On Wheels of SF San Francisco, CA | Elder Services | $55,000 |
| On Lok Day Services San Francisco, CA | Elder Services | $52,000 |
| Episcopal Community Svc San Francisco, CA | Elder Services | $42,000 |
| StAnthony Senior Care Center San Francisco, CA | Elder Services | $40,000 |
| Catholic Charities CYO 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 | $25,000 |
| Self-Help For The Elderly San Francisco, CA | Elder Services | $20,500 |
| Institute On Aging San Francisco, CA | Elder Services | $18,000 |
| Pets Are Wonderful Support San Francisco, CA | Elder Services | $8,000 |
Ready to take the next step with Joseph L Barbonchielli and?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $4,591,555 | $348,604 | $394,388 | $325,500 | 11 | $325,500 | $348,604 | $351,164 |
| 2024 | $4,637,337 | $161,953 | $394,682 | $324,000 | 12 | $324,000 | $161,953 | $354,825 |
| 2023 | $4,870,089 | $161,358 | $389,439 | $324,000 | 12 | $324,000 | $161,358 | — |
| 2022 | $5,098,147 | $97,208 | $365,173 | $301,000 | 12 | $301,000 | $97,208 | $324,046 |
| 2021 | $5,366,112 | $229,927 | $372,927 | $300,000 | 12 | — | $229,927 | $326,739 |
| 2020 | $5,509,112 | $664,799 | $380,463 | $310,000 | 12 | — | $664,799 | $294,182 |
Under IRS private-foundation payout rules, Joseph L Barbonchielli and reported a distributable amount of $351K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated October 2026.
Mission & Focus Areas
The foundation’s 2024 filing describes its grant restrictions as supporting 501(c)(3) public charities benefiting elderly and needy people in the San Francisco area by helping them live in their own homes or apartments, with examples including food, health care, and transportation. The 2025 grants were reported under the purpose “Elder Services.”
Grantees’ own mission statements illustrate the types of organizations supported. On Lok Day Services says it pursues quality of life and quality of care for older adults and their families. Curry Senior Center says it provides services that promote seniors’ independent living while maintaining their dignity and self-esteem. San Francisco Senior Center describes its work as promoting older adults’ well-being through social, recreational, and educational activities and supporting independent social living. Self-Help for the Elderly says it promotes older adults’ independence, well-being, and dignity through culturally aligned services in the San Francisco Bay Area. Institute on Aging says it works to enhance adults’ quality of life as they age by supporting health, well-being, independence, and community participation.
Grantmaking
In 2025, the foundation gave 11 grants totaling $325,500. Grant amounts ranged from $5,000 to $55,000, with a median of $30,000. The largest awards included $55,000 to Meals On Wheels of SF, $52,000 to On Lok Day Services, $42,000 to Episcopal Community Svc, and $40,000 to StAnthony Senior Care Center. Other grants included $30,000 each to Catholic Charities CYO and Curry Senior Center, and $25,000 to San Francisco Senior Center.
The 2024 filing says the foundation does not restrict giving to preselected organizations. It lists no particular application form or materials and gives August 31 as the deadline. That deadline predates today and is a past filing-cycle deadline; the filing does not establish a current deadline. The filing describes award restrictions as applying to 501(c)(3) public charities benefiting elderly and needy people in the San Francisco area.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Clifton W Ohman as President & CEO, Mary K Lopez as Trustee/CFO, and Joanna Robertson as Trustee.
Joseph L Barbonchielli and is led by Clifton W. Ohman, President & CEO on every filing since 2020; 2 of 3 officers listed in 2025 are compensated.
Officers on the 2025 filing
Clifton W. Ohman
President & CEO
On filings since 2020
25 hrs/week
$38K (2020) → $38K (2025)
Mary K. Lopez
Trustee\cfo
On filings since 2020
5 hrs/week
$10K (2020) → $10K (2025)
Joanna Robertson
Trustee
On filings since 2020
1 hr/week
No compensation reported
Former officers (1)
- Former: James Watts (2020) — Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $38K, to Clifton W Ohman (President & CEO). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Joseph L Barbonchielli and
How much does Joseph L Barbonchielli and give each year?
Joseph L Barbonchielli and gave $326K across 11 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $324K across 12 grants.
What is Joseph L Barbonchielli and's typical grant size?
Joseph L Barbonchielli and's median grant in 2025 was $30,000, and its average grant was $29,591, across 11 grants on its 2025 IRS Form 990-PF.
Where does Joseph L Barbonchielli and give grants?
Joseph L Barbonchielli and gives mostly in California: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were San Francisco, CA (11 grants).
Does Joseph L Barbonchielli and give general operating support?
Not in 2025: none of the 11 grants with a stated purpose on Joseph L Barbonchielli and's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Elder Services" (11 grants).
Who are Joseph L Barbonchielli and's largest grantees?
Joseph L Barbonchielli and's largest 2025 grantees include Meals On Wheels of SF ($55,000), On Lok Day Services ($52,000) and Episcopal Community Svc ($42,000), according to its 2025 IRS Form 990-PF. Together they received 46% of its itemized 2025 grant dollars.
How large is Joseph L Barbonchielli and?
Joseph L Barbonchielli and reported $4.6M in total assets on its 2025 IRS Form 990-PF. It paid out $326K in qualifying distributions that year, against a required minimum of $351K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Joseph L Barbonchielli and fund?
The foundation’s 2024 filing describes its grant restrictions as supporting 501(c)(3) public charities benefiting elderly and needy people in the San Francisco area by helping them live in their own homes or apartments, with examples including food, health care, and transportation. See mission & focus areas ↑
How do I apply for a grant from Joseph L Barbonchielli and?
The filing indicates that the foundation accepts unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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 2020–2025.
Does Joseph L Barbonchielli and accept unsolicited proposals?
Yes, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated October 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2025 (received by the IRS June 25, 2026)
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Joseph L Barbonchielli and funder profile. GrantGraph. Retrieved October 16, 2026, from https://grantable.co/funders/joseph-l-barbonchielli-and-morg_6a9c6621568d4d2e9e92a01261e9bcc0
BibTeX
@misc{grantable_943343590_2026,
author = {{Grantable}},
title = {{Joseph L Barbonchielli and funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/joseph-l-barbonchielli-and-morg_6a9c6621568d4d2e9e92a01261e9bcc0},
note = {Accessed 2026-10-16. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Joseph L Barbonchielli and's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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