Szekely Family Foundation
- Assets
- $2.6m
- Revenue
- $312.4k
- Investments
- $2.2m
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 12/1986
- Data as of
- 12/2021
- EIN
- 95-3655645
Organization Overview
Szekely Family Foundation is located in San Diego, CA. The organization was established in 1986. According to its NTEE Classification (T40) the organization is classified as: Voluntarism Promotion, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Szekely Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2021, Szekely Family Foundation generated $312.4k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 7 years, the organization has seen revenues fall by an average of (8.2%) each year. All expenses for the organization totaled $322.1k during the year ending 12/2021. As we would expect to see with falling revenues, expenses have declined by (9.8%) per year over the past 7 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990PF
Mission & Program ActivityExcerpts From the 990PF Filing
TAX YEAR
2021
Describe the Organization's Program Activity:
Part 3 - Line 4a
ACTIVITIES RELATED SOLELY TO GRANT MAKING
WELLNESS EDUCATION
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sara Livia Brightwood President | 1 | $0 | |
Penny Livingston-Stark Secretary | 1 | $0 | |
Esther Lev CFO | 1 | $0 | |
Milenko Matanovic Board Member | 1 | $0 | |
Coleen Lassegard Board Member | 1 | $0 | |
Barbara Merz Board Member | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $10,000 |
| Interest on Savings | $24,901 |
| Dividends & Interest | $29,803 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $247,661 |
| Capital Gain Net Income | $247,661 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $312,365 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $4,605 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $28,738 |
| Total operating and administrative expenses | $48,513 |
| Contributions, gifts, grants paid | $273,575 |
| Total expenses and disbursements | $322,088 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $280,786 |
| Savings and temporary cash investments | $0 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $116,000 |
| Investments—mortgage loans | $0 |
| Investments—other | $250,000 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $2,590,904 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
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