Szekely Family Foundation
EIN 953655645Total Given 2016–2023
$4.3M
8 grants · $544K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$445K
typical big bets · $255K–$752K
grant size
100%
deep partner · 1/1 multi-year
repeat
$3.0M
Assets (2023)
1
Distinct Recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
DEBORAH SZEKELY
Phone
(619) 615-5380
Deadlines
NONE
How to Apply
LETTER STATING REQUEST
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $681K | $5.2M | $366K | 1 |
| 2017 | $1.1M | $4.6M | $532K | 1 |
| 2018 | $967K | $3.5M | $386K | 1 |
| 2019 | $617K | $3.4M | $211K | 1 |
| 2020 | $271K | $3.5M | $215K | 1 |
| 2021 | $274K | $3.7M | $312K | 1 |
| 2022 | $206K | $2.9M | $78K | 1 |
| 2023 | $187K | $3.0M | $112K | 1 |
Grant Size Distribution
Based on 8 grants on record
Minimum
$187K
25th Pctl
$255K
Median
$445K
Average
$544K
75th Pctl
$752K
Maximum
$1.1M
Geographic Distribution
Officers & Directors
SB
Sara Livia Brightwood
8+ yrs
President
Leadership
EL
Esther Lev
6 yrs
Cfo
PL
Penny Livingston-Stark
6 yrs
Secretary
Leadership
BM
Barbara Merz
6 yrs
Board Member
MM
Milenko Matanovic
6 yrs
Board Member
CL
Coleen Lassegard
6 yrs
Board Member
SB
Sara Livia Brightwood
8+ yrs
President
Leadership
EL
Esther Lev
6 yrs
Cfo
PL
Penny Livingston-Stark
6 yrs
Secretary
Leadership
MM
Milenko Matanovic
6 yrs
Board Member
BM
Barbara Merz
6 yrs
Board Member
CL
Coleen Lassegard
6 yrs
Board Member
SB
Sara Livia Brightwood
8+ yrs
President
Leadership
EL
Esther Lev
6 yrs
Cfo
PL
Penny Livingston-Stark
6 yrs
Secretary
Leadership
BM
Barbara Merz
6 yrs
Board Member
MM
Milenko Matanovic
6 yrs
Board Member
CL
Coleen Lassegard
6 yrs
Board Member
SB
Sara Livia Brightwood
8+ yrs
President
Leadership
EL
Esther Lev
6 yrs
Cfo
PL
Penny Livingston-Stark
6 yrs
Secretary
Leadership
CL
Coleen Lassegard
6 yrs
Board Member
BM
Barbara Merz
6 yrs
Board Member
MM
Milenko Matanovic
6 yrs
Board Member
SB
Sara Livia Brightwood
8+ yrs
President
Leadership
DS
Deborah Szekely
4 yrs
Cfo
CR
Charlie Reilly
4 yrs
Secretary
Leadership
EL
Esther Lev
6 yrs
Board Member
MM
Milenko Matanovic
6 yrs
Board Member
PL
Penny Livingston-Stark
6 yrs
Board Member
CL
Coleen Lassegard
6 yrs
Board Member
BM
Barbara Merz
6 yrs
Board Member
SB
Sara Livia Brightwood
8+ yrs
President
Leadership
DS
Deborah Szekely
4 yrs
Cfo
CR
Charlie Reilly
4 yrs
Secretary
Leadership
BM
Barbara Merz
6 yrs
Board Member
CL
Coleen Lassegard
6 yrs
Board Member
PL
Penny Livingston-Stark
6 yrs
Board Member
MM
Milenko Matanovic
6 yrs
Board Member
EL
Esther Lev
6 yrs
Board Member
DS
Deborah Szekely
4 yrs
Vice President and Cfo
Leadership
SB
Sara Livia Brightwood
8+ yrs
President
Leadership
MW
Mary Walshok
2 yrs
Secretary
Leadership
PJ
Peter Jensen
2 yrs
Board Member
CR
Charlie Reilly
4 yrs
Board Member
NC
Ned Chambers
2 yrs
Director
SB
Sara Livia Brightwood
8+ yrs
President
Leadership
DS
Deborah Szekely
4 yrs
Vice President and Cfo
Leadership
MW
Mary Walshok
2 yrs
Secretary
Leadership
PJ
Peter Jensen
2 yrs
Board Member
CR
Charlie Reilly
4 yrs
Board Member
NC
Ned Chambers
2 yrs
Director
Grants Awarded (8 total)
| Purpose | ||||
|---|---|---|---|---|
| See Attached Grant Listing | San Diego, CA | $1,147,709 | UNRESTRICTED | 2017 |
| See Attached Grant Listing | San Diego, CA | $967,428 | UNRESTRICTED | 2018 |
| See Attached Grant Listing | San Diego, CA | $680,620 | UNRESTRICTED | 2016 |
| See Attached Grant Listing | San Diego, CA | $617,333 | UNRESTRICTED | 2019 |
| See Attached Grant Listing | San Diego, CA | $273,575 | UNRESTRICTED | 2021 |
| See Attached Grant Listing | San Diego, CA | $271,215 | UNRESTRICTED | 2020 |
| See Attached Grant Listing | San Diego, CA | $205,500 | UNRESTRICTED | 2022 |
| See Attached Grant Listing | San Diego, CA | $186,605 | UNRESTRICTED | 2023 |