San Joaquin County Bar Foundation
San Joaquin County Bar Foundation is a private foundation, based in Stockton, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $113K in total assets. In 2024, it awarded 5 grants totaling $6K. Net investment income was $548.
San Joaquin County Bar Foundation at a glance
In short: San Joaquin County Bar Foundation gave $6K across 5 grants in 2024 (avg $1K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $6,300
- +740.0% vs 2023
- Grants made (2024)
- 5
- +400.0% vs 2023
- Average grant
- $1,260
- +68.0% vs 2023
- Median grant
- $1,300
- Total assets
- $112,746
- +48.6% vs 2023
- Primary geography
- California (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who San Joaquin County Bar Foundation funds
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was SJC Office of Education ($1K).
Organizations only. It also paid 4 individual scholarships ($5,300), which are not listed by name.
Grant Size Distribution
8 grants across all recorded years
The most common grant size was under $50K: 8 grants of 8 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
States
Cities
How San Joaquin County Bar Foundation gives
- In 2024 it paid out 747% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2024, annual grant giving ranged from $750 (2023) to $6K (2024). In 2024 it made 5 grants totaling $6K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 4 individual scholarships Recipients not named | — | $5,300 |
| SJC Office of Education Stockton, CA | SJC Bar Fdtn - Donation for Mock Trial | $1,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $112,746 | $142,813 | $105,924 | $6,300 | 5 | $16,258 | $548 | $2,177 |
| 2023 | $75,857 | $111,801 | $114,186 | $750 | 1 | $11,549 | — | $2,723 |
| 2022 | $65,287 | $92,444 | $89,758 | $2,000 | 2 | $10,502 | — | $2,455 |
| 2021 | $55,233 | $62,046 | $97,107 | — | — | — | — | $2,519 |
| 2020 | $96,242 | $82,470 | $84,486 | — | — | — | — | $2,899 |
Under IRS private-foundation payout rules, San Joaquin County Bar Foundation reported a distributable amount of $2K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
San Joaquin County Bar Foundation is led by Rebecca Diel, President since 2024 (on filings since 2020); none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Rebecca Diel
President
Secretary → President-Elect, 2023
President-Elect → President, 2024
On filings since 2020
1 hr/week
No compensation reported
Janette Rossell
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Sean Geddes
Past President
President-Elect → President, 2023
President → Past President, 2024
On filings since 2021
1 hr/week
No compensation reported
Melissa Dougherty
Secretary
On filings since 2023
1 hr/week
No compensation reported
Denise Pereira
President-Elect
New on the 2024 filing
No compensation reported
Former officers (4)
- Former: Jonathan E. Garzoli (2020–2023) — Past President
- Former: Anna Y. Maples (2020–2022) — Imm. Past President
- Former: Armando Villapudua (2020) — Imm. Past President
- Former: Trina Cervantes (2020) — Treasurer
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about San Joaquin County Bar Foundation
How much does San Joaquin County Bar Foundation give each year?
San Joaquin County Bar Foundation gave $6K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $750 across 1 grant.
What is San Joaquin County Bar Foundation's typical grant size?
San Joaquin County Bar Foundation's median grant in 2024 was $1,300, and its average grant was $1,260, across 5 grants on its 2024 IRS Form 990-PF.
Where does San Joaquin County Bar Foundation give grants?
San Joaquin County Bar Foundation gives mostly in California: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there.
Does San Joaquin County Bar Foundation give general operating support?
Not in 2024: none of the 5 grants with a stated purpose on San Joaquin County Bar Foundation's 2024 IRS Form 990-PF were described as general or operating support.
How large is San Joaquin County Bar Foundation?
San Joaquin County Bar Foundation reported $113K in total assets on its 2024 IRS Form 990-PF. It paid out $16K in qualifying distributions that year, against a required minimum of $2K (roughly 5% of its investment assets).
What is San Joaquin County Bar Foundation's EIN?
San Joaquin County Bar Foundation's EIN (Employer Identification Number) is 94-3169032. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Explore Open Grants
Browse active grant opportunities in San Joaquin County Bar Foundation's focus areas in our free grants database
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