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Private foundation (trust)EIN 953655645Est. 1986-12

SZEKELY FAMILY FOUNDATION

SAN DIEGO, CA 92103

Accepts unsolicited proposals

Total Assets

$3.0M

FY 2023

Annual Giving

$187K

FY 2023

Grants Made

1

FY 2023

Avg Grant

$187K

FY 2023

Grant Range

$187K–$187K

Typical

Deadlines

Open / rolling

Applications

Programs & Activities

Program 1

$187K

Activities related solely to grant making

Program 2

$14K

Wellness education

Financial Snapshot

2023 filing

Total Revenue

$112K

Total Expenses

$225K

Qualifying Distributions

$214K

Distributable Amount

$145K

Min. Investment Return

$147K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $967K in 2018. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

4 grants

Recipient names are missing from the available filing data for some grants.

Name not available
$1.6M
4 grants

Grant Size Distribution

4 grants

<$10K
$10–50K
$50–250K
2
grants
$250K–1M
2
grants
$1–5M
$5M+

Geographic Focus

1 states

California
$1.6M
100% of total

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SZEKELY FAMILY FOUNDATION — Grants, Financials & Contact | Grantivo