Szekely Family Foundation
Szekely Family Foundation is a private foundation, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 20 grants totaling $171K. Net investment income was $689K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.8M
+21.1% YoY
Annual Giving
$171K
-8.6% YoY
Grant Count
20
+1900.0% YoY
Avg Grant Size
$9K
-95.4% YoY
Under IRS private-foundation payout rules, Szekely Family Foundation reported a distributable amount of $140K for 2024 — the minimum it must pay out in qualifying distributions.
About Szekely Family Foundation
Based on IRS filings
Szekely Family Foundation is a private foundation, based in SAN DIEGO, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $2.8M in total assets. In 2024, it awarded 20 grants totaling $171K. Net investment income was $689K.
Ready to take the next step with Szekely Family Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,793,553 | $2,307,093 | $2,421,461 |
| Revenue | $710,846 | $112,244 | $77,825 |
| Expenses | $224,386 | $224,612 | $249,268 |
| Qualifying Distributions | $202,739 | $214,487 | $225,488 |
| Net Investment Income | $689,199 | $88,781 | $54,045 |
| Distributable Amount | $139,822 | $145,333 | $144,191 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
24 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include San Diego Foundation ($100,000), New American Museum ($6,000), Ilan Lael Foundation ($5,000).
| Recipient | Purpose | Amount |
|---|---|---|
| Fight for the Forgotten Austin, TX | UNRESTRICTED | $2,000 |
| Ilan Lael Foundation Julian, CA | UNRESTRICTED | $5,000 |
| New American Museum San Diego, CA | UNRESTRICTED | $6,000 |
| Orchestra Guadalupana San Diego, CA | UNRESTRICTED | $1,000 |
| Pachama Alliance San Francisco, CA | UNRESTRICTED | $5,000 |
| Peacemaker Awards San Diego, CA | UNRESTRICTED | $5,000 |
| Pendleton Community Service Fund Calsbad, CA | UNRESTRICTED | $1,000 |
| Re-wild Your Campus Austin, TX | UNRESTRICTED | $5,000 |
| San Diego Foundation San Diego, CA | UNRESTRICTED | $100,000 |
| San Diego History Center San Diego, CA | UNRESTRICTED | $5,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SARA LIVIA BRIGHTWOOD | President | 1 | — |
| MILENKO MATANOVIC | BOARD MEMBER | 1 | — |
| PENNY LIVINGSTON-STARK | Secretary | 1 | — |
| COLEEN LASSEGARD | BOARD MEMBER | 1 | — |
| ESTHER LEV | CFO | 1 | — |
| BARBARA MERZ | BOARD MEMBER | 1 | — |
Frequently Asked Questions
How large is Szekely Family Foundation?
As of 2024, Szekely Family Foundation holds $2.8M in total assets with $711K in annual revenue. It awarded 20 grants totaling $171K in 2024.
Where does Szekely Family Foundation operate?
Szekely Family Foundation has awarded grants in California, Illinois, New Mexico, Texas.
What size grants does Szekely Family Foundation award?
In 2024, Szekely Family Foundation awarded 20 grants totaling $171K — an average of about $9K per grant, based on its IRS Form 990 filings.
How much is Szekely Family Foundation required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Szekely Family Foundation reported a distributable amount of $140K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Szekely Family Foundation's EIN?
Szekely Family Foundation's EIN (Employer Identification Number) is 95-3655645. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Szekely Family Foundation's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Gochnauer Family Foundation
CORONA DEL MAR, CA
Assets
$15.2M
Grants
39
Total Given
$313K
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Data last updated April 2026. Sourced from IRS Form 990-PF filings.
What could you do with Szekely Family Foundation on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Szekely Family Foundation to a real strategy.