Financial Lawyers Conference
To promote a better understanding of commerical, banking and bankruptcy law and to foster an exchange of ideas among lawyers participating in that field. The organization activities provide continuing legal education credits approved by the state bar of California.
Financial Lawyers Conference at a glance
- Total assets
- $153,849
- -7.6% vs 2024
- Revenue (2025)
- $120,269
- -43.6% vs 2024
- Net investment income (2025)
- $374
- +7380.0% vs 2024
- Expenses (2025)
- $130,656
- -15.9% vs 2024
- Latest 990 filing
- Form 990, 2025 View filing
Data from IRS Form 990, 2025; updated October 2026.
Who Financial Lawyers Conference funds
How this funder distributes its grants
Grant Size Distribution
2 grants across all recorded years
The most common grant size was under $50K: 2 grants of 2 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2022 to 2023, annual grant giving ranged from $1K (2023) to $6K (2022). In 2023 it reported $1K in grants paid, as a total without an itemized list.
Hatched bars: grants paid as reported on the IRS filing, which lists no individual grants for that year.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Los Angeles Bankruptcy Forum Oak Park, CA | Contribution to 2021 Passing of the Gavel Ceremony | $5,000 |
| Los Angeles Bankruptcy Forum Oak Park, CA | Contribution for Holiday Party | $500 |
Ready to take the next step with Financial Lawyers Conference?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Net Investment Income |
|---|---|---|---|---|---|---|
| 2025 | $153,849 | $120,269 | $130,656 | — | — | $374 |
| 2024 | $166,438 | $213,063 | $155,370 | — | — | $5 |
| 2023 | $107,196 | $191,811 | $167,109 | $1,000 | Total only | $5 |
| 2022 | $80,469 | $160,449 | $145,035 | $5,500 | 2 | $6 |
| 2021 | $88,115 | $46,563 | $44,388 | — | — | $6 |
| 2020 | $85,940 | $101,336 | $88,711 | — | — | $36 |
| 2019 | $73,315 | $201,795 | $213,800 | — | — | $44 |
"Total only": grants paid as reported on the IRS filing, which lists no individual grants for that year.
About Financial Lawyers Conference
Based on IRS filings
Financial Lawyers Conference is a public charity, based in Los Angeles, CA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $154K in total assets. Net investment income was $374.
Leadership & Key People
Officers and directors from IRS filings
Financial Lawyers Conference is led by Jeffrey K. Garfinkle, Class III Governor & President since 2025 (on filings since 2020); none of the 55 officers listed in 2025 report compensation.
Officers on the 2025 filing
Jeffrey K. Garfinkle
Class III Governor & President
Class III Governor - Secretary → Class III Governor & Vice President, 2024
Class III Governor & Vice President → Class III Governor & President, 2025
On filings since 2020
No compensation reported
Ben H. Logan
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Bernard D. Bollinger Jr.
Class II Governor
Class III Governor - Secretary → Class III Governor - President, 2020
Class III Governor - President → Class II Governor, 2023
On filings since 2019
No compensation reported
Daniel J. Bussel
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
David Gould
Class II Governor
On filings since 2019
No compensation reported
David Shemano
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Dennis B. Arnold
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
G. Carla Axelrod
Class II Governor
On filings since 2019
No compensation reported
Gary E. Klausner
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Howard J. Weg
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
James Prendergast
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Jane C. Fennelly
Class II Governor
On filings since 2019
No compensation reported
Jeffrey H. Davidson
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Jennifer Taylor
Class I Governor
On filings since 2019
No compensation reported
Jerome A. Grossman
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
John B. Power
Class II Governor
On filings since 2019
No compensation reported
John Francis Hilson
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
John-Patrick M. Fritz
Class II Governor
Class III Governor - V.p. → Class III Governor - President, 2023
Class III Governor - President → Class II Governor, 2025
On filings since 2019
No compensation reported
Katherine Bell
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Kenneth N. Klee
Class II Governor
On filings since 2019
No compensation reported
Kimberly S. Winick
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Lawrence Peitzman
Class II Governor
On filings since 2019
No compensation reported
Maria Sountas-Argiropoulos
Class II Governor - Past President
Class III Governor - V.p. → Class II Governor, 2020
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Martin S. Zohn
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Meredith S. Jackson
Class II Governor
On filings since 2019
No compensation reported
Michael A. Morris
Class II Governor
On filings since 2019
No compensation reported
Michael L. Tuchin
Class II Governor
On filings since 2019
No compensation reported
Michael S. Lurey
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Norman E. Stevens
Class II Governor
On filings since 2019
No compensation reported
Randy P. Orlik
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Richard W. Havel
Class II Governor
On filings since 2019
No compensation reported
Robert D. Goldschein
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Robert D. Greenfield
Class II Governor
On filings since 2019
No compensation reported
Robert J. White
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Scott F. Gautier
Class II Governor
Class III Governor - V.p. → Class III Governor - President, 2022
Class III Governor - President → Class II Governor, 2023
On filings since 2019
No compensation reported
Seth Goldman
Class III Governor & Treasurer
Class III Governor - Treasurer → Class III Governor & Treasurer, 2024
On filings since 2019
No compensation reported
Steven G. Small
Class II Governor
On filings since 2019
No compensation reported
Steven O. Weise
Class II Governor
On filings since 2019
No compensation reported
Ted Dillman
Class II Governor - Past President
Class III Governor - President → Class II Governor, 2023
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Thomas E. Patterson
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
Whitman L. Holt
Class II Governor - Past President
Class II Governor → Class II Governor - Past President, 2025
On filings since 2019
No compensation reported
John N. Tedford IV
Class II Governor
Class III Governor - V.p. → Class III Governor & President, 2024
Class III Governor & President → Class II Governor, 2025
On filings since 2020
No compensation reported
Matthew Bouslog
Class III Governor & Vice President
Class I Governor → Class III Governor & Secretary, 2024
Class III Governor & Secretary → Class III Governor & Vice President, 2025
On filings since 2020
No compensation reported
David Golubchik
Class I Governor
On filings since 2023
No compensation reported
Gary D. Samson
Class II Governor
On filings since 2023
No compensation reported
Rob Saunders
Class I Governor
On filings since 2023
No compensation reported
Sasha Gurvitz
Class III Governor & Secretary
Class I Governor → Class III Governor & Secretary, 2025
On filings since 2023
No compensation reported
Van Durrer
Class I Governor
On filings since 2023
No compensation reported
Max Rawn
Class I Governor
On filings since 2024
No compensation reported
Michael Farag
Class I Governor
On filings since 2024
No compensation reported
Nicolette Cohen
Class I Governor
On filings since 2024
No compensation reported
Sandra Klein
Class I Governor
On filings since 2024
No compensation reported
Vahan Khodanian
Class I Governor
On filings since 2024
No compensation reported
Shawn Hansen
Class I Governor
New on the 2025 filing
No compensation reported
Victor Sahn
Class I Governor
New on the 2025 filing
No compensation reported
Former officers (19)
- Former: Charles D. Axelrod (2019–2024) — Class II Governor
- Former: Gabriel Glazer (2022–2024) — Class I Governor
- Former: Reed Mercado (2022–2024) — Class I Governor
- Former: Stacy Hopkins (2022–2024) — Class I Governor
- Former: David Kupetz (2020–2023) — Class I Governor
- Former: Deborah Saltzman (2020–2023) — Class I Governor
- Former: Jordan Weber (2020–2023) — Class I Governor
- Former: William Schoenholz (2020–2023) — Class I Governor
- Former: William L. Holt (2023) — Class II Governor
- Former: Monsi Morales (2020–2022) — Class I Governor
- Former: Cynthia Cohen (2019–2021) — Class I Governor
- Former: Richard Wynne (2019–2021) — Class I Governor
- Former: Shadi Enos (2019–2021) — Class I Governor
- Former: Bradley Gibson (2019) — Class I Governor
- Former: Eric Goldberg (2019) — Class I Governor
- Former: Jonathan Weiss (2019) — Class I Governor
- Former: Mark Shinderman (2019) — Class I Governor
- Former: Martin Barash (2019) — Class I Governor
- Former: Sam Newman (2019) — Class I Governor
Data from IRS Form 990 filings, 2019–2025. "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 Financial Lawyers Conference
How large is Financial Lawyers Conference?
Financial Lawyers Conference reported $154K in total assets on its 2025 IRS Form 990. Its revenue that year was $120K.
Where does Financial Lawyers Conference operate?
Financial Lawyers Conference has awarded grants in California.
What is Financial Lawyers Conference's EIN?
Financial Lawyers Conference's EIN (Employer Identification Number) is 23-7448511. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated October 2026. Sourced from IRS Form 990 filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990 for fiscal year 2022 (received by the IRS April 27, 2023)
- Added Form 990 for fiscal year 2019 (received by the IRS April 29, 2020)
- Updated Form 990 for fiscal year 2023 (received by the IRS May 9, 2024)
- Added Form 990 for fiscal year 2025 (received by the IRS April 27, 2026)
Other open foundation grants in California
California Open opportunities, soonest deadline first.
Explore Open Grants
Browse active grant opportunities in Financial Lawyers Conference's focus areas in our free grants database
Similar Funders
Similar funders in California
Silicon Valley Community Foundation
Mountain View, CA
Silicon Valley Community Foundation funds work in areas such as housing, economic security, education, health, the environment, arts and culture, and civic engagement, with Community Action Grants supporting local, community-led organizations in San Mateo and Santa Clara counties. Its 2024 grants had a median of $51,716, though amounts varied widely; applications depend on the program, and SVCF states that it does not accept unsolicited proposals for advised funds.
Assets
$12.3B
Grants
3,576
Total Given
$3.2B
California Community Foundation
Los Angeles, CA
The California Community Foundation supports nonprofits through discretionary and donor-directed grants, with discretionary priorities including education, health, housing and immigration, alongside other areas such as arts, civic engagement and economic opportunity. Its 2025 grants had a median of $50,000, and its work is focused on Los Angeles County; prospective discretionary applicants are asked to contact the relevant program officer before submitting a letter of intent.
Assets
$2.3B
Grants
2,174
Total Given
$326.6M
The William & Flora Hewlett Foundation
Menlo Park, CA
The William & Flora Hewlett Foundation funds education, climate and conservation, the arts, democracy, gender equity, racial justice, and efforts to strengthen nonprofits and philanthropy, with work spanning the San Francisco Bay Area, the U.S. West, and locations including East and West Africa and Mexico. Its 2024 grants had a median award of $150,000, though amounts varied widely. It generally does not accept unsolicited requests, but sometimes invites proposals through open processes.
Assets
$14.2B
Grants
2,001
Total Given
$625.0M
Marin Community Foundation
Novato, CA
Marin Community Foundation funds work in affordable housing and homelessness, community resilience and power, as well as social services, education, arts and conservation, with a focus on marginalized Marin County residents and some broader U.S. and international grantmaking. Its 2025 grants had a median of $25,000, though amounts varied widely. The profile does not state whether it accepts unsolicited requests.
Assets
$1.3B
Grants
1,573
Total Given
$186.1M
Conrad N Hilton Foundation
Westlake Village, CA
The Conrad N. Hilton Foundation funds nonprofits working to improve lives and alleviate poverty, with initiatives including early childhood development, homelessness, refugees, safe water, and support for foster and opportunity youth. Its work is global, and its 2024 grants had a median award of $76,000. It generally does not accept unsolicited requests, except through its Good Neighbor Program for eligible local nonprofits and Title 1 schools.
Assets
$7.4B
Grants
1,339
Total Given
$287.7M
The San Diego Foundation
San Diego, CA
The San Diego Foundation funds nonprofit work in family well-being, education, the environment, and housing, including projects, capacity building, and general support that advance equity and resilient communities. Its 2025 grants had a median of $25,000, though amounts varied widely; applicants generally must be located in San Diego County and primarily serve county residents. It offers competitive grant opportunities through its online portal, but the profile does not state whether it accepts unsolicited requests.
Assets
$1.7B
Grants
1,158
Total Given
$94.3M
More similar funders
More Funders in California
The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open
Figures come from Financial Lawyers Conference'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.
Financial Lawyers Conference down — hundreds of funders to go?