San Joaquin Community Foundation

What San Joaquin Community Foundation does

San Joaquin Community Foundation (SJCF) is a tax-exempt 501(c)(3) public charity founded in 2007 and headquartered in Stockton, California, serving San Joaquin County. The foundation operates a portfolio of six charitable fund vehicles—Donor Advised Funds, Scholarship Funds, Field of Interest Funds, Business Advised Funds, Fiscal Sponsorship Funds, and Agency Funds—each with distinct minimum opening amounts ($10,000-$50,000) and fee structures (1%-10% depending on fund type). As of end of 2024, SJCF managed 191 funds holding $41.6 million in assets and awarded $7.79 million in grants, having grown assets from approximately $18 million in recent years.

The foundation's technology stack is built on third-party SaaS platforms: a Grant Interface portal for nonprofit grant applications and management, a custom online scholarship portal for student applications, and an FC Suite-based donor portal for fund management. It does not operate proprietary AI or proprietary investing systems; instead, it pools fund assets in diversified, professionally managed investment portfolios to achieve fee efficiencies. SJCF delivers its programmatic work through four focus areas—Healthy Communities, Thriving Families, Empowered Minds, and Inclusive Economies—and runs the 209Gives annual 24-hour online giving campaign, which has raised more than $555,000 since 2020 across 70+ local nonprofits.

Revenue is generated through administrative fees on fund assets and pass-through restricted grants from institutional funders. The foundation's go-to-market is relationship-driven, supported by direct outreach from a Director of Grants & Scholarships and a Director of Donor Relations, while donor and grantee interactions occur through self-serve online portals. Customer segments include individual and family donors, local nonprofits, businesses, students, professional advisors, and community leaders. Strategic partnerships span The James Irvine Foundation (Flagship), Edge Collaborative, Lodi Community Foundation, Wells Fargo, Sozosei Foundation, Bank of America, and the Sacramento-San Joaquin Delta Conservancy. The foundation holds National Standards for U.S. Community Foundations Accreditation, earned in 2018 as the first in San Joaquin County.

Name

San Joaquin Community Foundation

Legal name

San Joaquin Community Foundation

Website

https://sanjoaquincf.org

Company type

Private

Founded year

2007

Operating status

Operating

Headcount range

1–10 employees

Short description

San Joaquin Community Foundation is a Stockton, California-based 501(c)(3) nonprofit that manages 191 charitable funds holding $41.6 million in assets, offering Donor Advised, Scholarship, Field of Interest, Business Advised, Fiscal Sponsorship, and Agency funds to individuals, families, businesses, nonprofits, and students across San Joaquin County.

Ownership category

akta.pro rank

Product category

Community Foundation & Philanthropic Services

NAICS

Grantmaking Foundations (813211), Grantmaking and Giving Services (81321)

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Community Foundations (BPAGAKAB)

akta.pro secondary industries

Scholarship & Fellowship Foundations and Trusts (EDADAHAC), Philanthropic & Charitable Trust Services (FSAAANAI), Charitable Giving & Philanthropic Trust Advisory (FSAEAKAH)

Keywords

• Community foundation services
• Donor advised funds
• Charitable grantmaking
• Scholarship fund management
• Fiscal sponsorship services

Headquarters

HQ city

Stockton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others

Revenue model

1. Donor Advised Fund Administrative Fees: Donor Advised Funds charge a 1% administrative fee covering full staff services, annual tax return filing, annual audit, monitoring of investment managers, evaluating grant requests, and grant processing.
2. Scholarship Fund Administrative Fees: Scholarship Funds charge a 5% administrative fee covering staff services, tax return filing, audit, investment monitoring, evaluating scholarship applications, and award processing.
3. Field of Interest Fund Support Fees: Support fee tailored based on complexity or simplicity of grantmaking; covers staff services, accounting and regulatory reporting, annual audit, investment monitoring, evaluating grant requests, and grant processing.
4. Business Advised Fund Administrative Fees: Business Advised Funds charge a 1% administrative fee covering staff services, IRS reporting, annual audit, investment monitoring, evaluating grant requests, and grant processing.
5. Fiscal Sponsorship Fees: Fiscal Sponsorship service at a 10% fee taken on all deposits to the Fund, with no other typical fees unless specifically agreed to.
6. Agency Fund Management: Agency Funds for nonprofits are managed with economies of scale providing benefits of diverse investment portfolios and low investment fees. Minimum to open is $25,000.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels8 records

Core offering

San Joaquin Community Foundation is a 501(c)(3) community foundation that creates, manages, and administers six types of charitable funds—Donor Advised, Scholarship, Field of Interest, Business Advised, Fiscal Sponsorship, and Agency Funds—for individuals, families, businesses, and nonprofits in San Joaquin County. It also distributes grants to local nonprofits, runs the 209Gives annual online fundraising campaign, and operates the Grants Portal and Scholarship Portal that enable application, review, and award processing for community philanthropy.

Product overview

San Joaquin Community Foundation operates as a philanthropic organization offering a portfolio of charitable fund products including Donor Advised Funds, Scholarship Funds, Field of Interest Funds, Business Advised Funds, Fiscal Sponsorship Funds, and Agency Funds. The Foundation supports these products through technology platforms including a Grants Portal and Scholarship Portal for application management. Core programs include the 209Gives annual fundraising campaign, various grant programs (Sozoei Foundation Community Fund, Brian M. Stocker Fund, Community Health Fund), and initiatives like the Delta Aquatic Center. The organization manages over 191 funds with $41.6 million in foundation assets as of end of 2024, primarily serving San Joaquin County residents through four focus areas: Healthy Communities, Thriving Families, Empowered Minds, and Inclusive Economies.

Differentiator

Problem solved

Functional benefit

Brands

• 209Gives: Annual countywide online fundraising campaign supporting San Joaquin County nonprofits, launched in 2020 during COVID-19 pandemic.
• SJ BOOST

Products and services

• Donor Advised Fund

Quantifiable outcome

• $7.79 million in grants awarded in 2024; $41.6 million in foundation assets; 191 funds managed; over $41 million in assets managed as of April 2025.
• +2 more outcomes

Named customers19 records

Segments6 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature2 records

Partnerships

17 partnerships are on record, tiered core, flagship, major and minor.

• Lodi Community FoundationcoreStrategic or Co-development Partner · 21 April 2025Affiliation partnership between SJCF and Lodi Community Foundation. SJCF provides administrative services and grantmaking expertise to grow LCF's organizational capacity. The partnership involved transfer of more than $5 million in charitable assets from Sacramento Region Community Foundation to SJCF. The two foundations also co-host the annual Community Philanthropy Summit.
• Edge CollaborativeflagshipStrategic or Co-development Partner · 28 September 2023SJCF and Edge Collaborative partnered on a $7.55 million Inclusive Economy Initiative funded by The James Irvine Foundation. The two-year grant supports investment in and collaboration with a broad coalition of stakeholders—community-based organizations, educational institutions, and private industry—to advance inclusive, regional economic and workforce development. SJCF leverages its philanthropic expertise to support and build community capacity; Edge Collaborative expands forums for community-led economic planning and directly invests in planning capacity of coalitions and organizations.
• Edge CollaborativeflagshipStrategic or Co-development Partner · 27 October 2021Prior to the $7.55M partnership, SJCF and Edge Collaborative announced a $3.9 million Inclusive Economy Initiative in Stockton, funded by The James Irvine Foundation's Priority Communities initiative. The two-year grant program funded Stockton nonprofits to advance inclusive economic and workforce development, strengthening the civic ecosystem of community-based organizations, educational institutions, and private sector companies.
• African American Chamber of Commerce of San JoaquincoreStrategic or Co-development Partner · 26 October 2021CFOSJ received a $263,258 Open for Business Fund grant from Wells Fargo and collaborates with the African American Chamber of Commerce of San Joaquin (AACCofSJ) to implement the SJ BOOST (San Joaquin Businesses Overcoming Obstacles with Support services and Technology) program, providing structured sustainable business development to at least 30 minority-owned small businesses.
• Stockton Strong CoalitionmajorStrategic or Co-development Partner · 19 August 2020Partnership to launch the Juneteenth Capital Initiative supporting Black and African American-led nonprofit organizations and small businesses in Stockton. Combined funding of $165,000 from Bank of America, A.G. Spanos Companies, and the Stockton Strong COVID-19 Response Fund. Coalition includes African American Chamber of Commerce, NAACP Stockton Branch, and Reinvent Stockton Foundation.
• NAACP Stockton BranchmajorStrategic or Co-development PartnerPartner in the Juneteenth Capital Initiative, nominating nonprofit organizations for grants of $5,000–$20,000 to support the Black and African American community in Stockton.
• Reinvent Stockton FoundationminorStrategic or Co-development PartnerMember of the Stockton Strong Coalition that launched the Juneteenth Capital Initiative to support Black and African American-led nonprofits and small businesses.
• Delta Sculling CentermajorStrategic or Co-development PartnerPartner organization that will be housed at the planned Delta Aquatic Center of Stockton. Offers programs for disadvantaged, disabled, and youth populations. The center will expand its bandwidth with a new aquatic facility.
• Port of StocktonminorGTM or Marketing PartnerPresenting sponsor of 209Gives 2022, supporting the annual online community fundraiser for San Joaquin County nonprofits.
• Oak Valley Community BankminorGTM or Marketing PartnerSupporting sponsor of 209Gives 2022 annual online community fundraiser.
• A.G. Spanos CompaniesminorGTM or Marketing PartnerSupporting sponsor of 209Gives 2022 annual online community fundraiser.
• CB Merchant ServicesminorGTM or Marketing PartnerSupporting sponsor of 209Gives 2022 annual online community fundraiser.
• Port City MarketingminorGTM or Marketing PartnerMarketing sponsor of 209Gives 2020, supporting the countywide virtual fundraiser.
• GEM MortgageminorGTM or Marketing PartnerFoundation sponsor of 209Gives 2022 annual online community fundraiser.
• Tides CenterminorImplementation/ SI/ Consulting PartnerTides Center serves as the fiscal sponsor for the Reinvent South Stockton Coalition, which received a $21,900 grant from the Community Health Fund.
• Stockton Meal Project Restaurant Partners (Arroyo's Cafe, Black Rabbit, Cast Iron Trading Co., Go Falafel, Miguel's Mexican Restaurant, Octoavio's, Rainbow Velvet Cafe, Whirlow's)minorStrategic or Co-development PartnerLocal restaurants partnering in the Stockton Meal Project to provide nutritious meals to food-insecure families while supporting the local restaurant community during the pandemic.
• CB Merchant ServicesminorGTM or Marketing PartnerOriginal host of the foundation's offices at their original location before the 2014 move.

Scale indicators18 records

Recent moves8 records

Expansion highlights5 records

Others

• The James Irvine Foundation: SJCF's largest institutional programmatic funder ($11M+ across 2021 and 2023 Inclusive Economy Initiative grants). Not a peer in fundraising services, but a critical counterparty whose strategic priorities directly shape SJCF's program roadmap and capacity.
• Tides Center: Major fiscal sponsorship provider and SJCF competitor/partner in the fiscal sponsorship space (Tides fiscally sponsors Reinvent South Stockton Coalition, which also receives SJCF grants). Comparable in providing 501(c)(3) umbrella services to unincorporated projects.

Broad incumbents

• Silicon Valley Community Foundation: One of the largest community foundations in the U.S. ($13B+ AUM), also offering DAFs, scholarship funds, agency funds, and grantmaking across California. Operates a much broader portfolio at vastly greater scale, defining the upper bound of SJCF's potential category.
• Schwab Charitable Fund: Large national donor-advised fund sponsor and direct competitor for charitable giving dollars. While not a community foundation, it competes for the same DAF donors with lower-fee, online-first service — the principal fee-compression pressure on SJCF's DAF economics.

Regional players

• Lodi Community Foundation: Affiliated community foundation operating under SJCF's administrative umbrella since 2022. Comparable in mission (charitable funds, local grantmaking) but focuses on Lodi rather than the broader San Joaquin County. SJCF provides administrative services for this peer.
• Community Foundation of Kern County: Central Valley community foundation serving Kern County with comparable fund offerings, scholarship programs, and grantmaking. Geographic and demographic peer providing a comp on Central Valley philanthropic dynamics.
• Community Foundation for Monterey County: California regional community foundation offering DAFs, scholarship funds, and grant programs across Monterey County. Comparable product mix and mid-sized regional foundation positioning; useful comp for fee structure and grantmaking cadence.
• Ventura County Community Foundation: Regional California community foundation with comparable fund offerings and grant programs focused on Ventura County. Similar single-county scope with similar mid-sized AUM range and donor acquisition model.

Direct peers

• Stanislaus Community Foundation: Community foundation serving neighboring Stanislaus County, CA with a similar portfolio of charitable funds, grant programs, and donor services for a Central Valley population. Closest geographic peer with comparable scale.
• Sacramento Region Community Foundation: Northern California community foundation serving the Sacramento region with comparable fund offerings (DAF, scholarship, agency), grantmaking programs, and similar target donor base. Directly comparable in mission and product suite; materially larger AUM provides a scaling benchmark.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/SanJoaquinCommunityFoundation
• LinkedInlinkedin.com/company/san-joaquin-community-foundation

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about San Joaquin Community Foundation