Szekely Family Foundation

San Diego, CA
Tax-exempt since Dec. 1986
EIN: 95-3655645

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$711k (2024)

Expenses

$224k (2024)

Total Assets

$2.79M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$710,846

Expenses

$224,386

Net Income

$486,460

Net Assets

$2,793,553

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$63,998	9.0%
Sales of Assets	$646,848	91.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$202,739	90.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,793,553
Total Liabilities	$0
Net Assets	$2,793,553

Compensation

Key Employees and Officers	Compensation	Other
Sara Livia Brightwood (President)	$0	$0
Milenko Matanovic (Board Member)	$0	$0
Penny Livingston Stark (Secretary)	$0	$0
Coleen Lassegard (Board Member)	$0	$0
Esther Lev (Cfo)	$0	$0
Barbara Merz (Board Member)	$0	$0

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990-PF

Filed on Nov. 5, 2025

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2023

Revenue

$112,244

Expenses

$224,612

Net Income

-$112,368

Net Assets

$2,307,093

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$19,900	17.7%
Dividends	$25,331	22.6%
Sales of Assets	$64,773	57.7%
Other Income	$2,240	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$214,487	95.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,307,093
Total Liabilities	$0
Net Assets	$2,307,093

Compensation

Key Employees and Officers	Compensation	Other
Sara Livia Brightwood (President)	$0	$0
Milenko Matanovic (Board Member)	$0	$0
Penny Livingston Stark (Secretary)	$0	$0
Coleen Lassegard (Board Member)	$0	$0
Esther Lev (Cfo)	$0	$0
Barbara Merz (Board Member)	$0	$0

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990-PF

Filed on April 10, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$77,825

Expenses

$249,268

Net Income

-$171,443

Net Assets

$2,419,461

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$21,704	27.9%
Dividends	$23,033	29.6%
Sales of Assets	$33,088	42.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,488	90.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,421,461
Total Liabilities	$2,000
Net Assets	$2,419,461

Compensation

Key Employees and Officers	Compensation	Other
Sara Livia Brightwood (President)	$0	$0
Milenko Matanovic (Board Member)	$0	$0
Penny Livingston Stark (Secretary)	$0	$0
Coleen Lassegard (Board Member)	$0	$0
Esther Lev (Cfo)	$0	$0
Barbara Merz (Board Member)	$0	$0

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990-PF

Filed on Oct. 31, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$312,365

Expenses

$322,088

Net Income

-$9,723

Net Assets

$2,590,904

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$10,000	3.2%
Interest Revenue	$24,901	8.0%
Dividends	$29,803	9.5%
Sales of Assets	$247,661	79.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$298,086	92.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,590,904
Total Liabilities	$0
Net Assets	$2,590,904

Compensation

Key Employees and Officers	Compensation	Other
Sara Livia Brightwood (President)	$0	$0
Milenko Matanovic (Board Member)	$0	$0
Penny Livingston Stark (Secretary)	$0	$0
Coleen Lassegard (Board Member)	$0	$0
Esther Lev (Cfo)	$0	$0
Barbara Merz (Board Member)	$0	$0

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990-PF

Filed on Nov. 7, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$215,148

Expenses

$316,444

Net Income

-$101,296

Net Assets

$2,600,626

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,000	2.8%
Interest Revenue	$25,625	11.9%
Dividends	$26,132	12.1%
Sales of Assets	$157,391	73.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$294,395	93.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,600,627
Total Liabilities	$1
Net Assets	$2,600,626

Compensation

Key Employees and Officers	Compensation	Other
Sara Livia Brightwood (President)	$0	$0
Milenko Matanovic (Board Member)	$0	$0
Penny Livingston Stark (Secretary)	$0	$0
Coleen Lassegard (Board Member)	$0	$0
Esther Lev (Cfo)	$0	$0
Barbara Merz (Board Member)	$0	$0

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990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$210,896

Expenses

$668,103

Net Income

-$457,207

Net Assets

$2,701,922

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$30,985	14.7%
Dividends	$31,057	14.7%
Sales of Assets	$148,854	70.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$658,822	98.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$2,701,923
Total Liabilities	$1
Net Assets	$2,701,922

Compensation

Key Employees and Officers	Compensation	Other
Deborah Szekely (Cfo)	$0	$0
Sara Livia Brightwood (President)	$0	$0
Milenko Matanovic (Board Member)	$0	$0
Penny Livingston Stark (Board Member)	$0	$0
Charlie Reilly (Secretary)	$0	$0
Coleen Lassegard (Board Member)	$0	$0
Esther Lev (Board Member)	$0	$0
Barbara Merz (Board Member)	$0	$0

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990-PF

Filed on May 13, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$385,557

Expenses

$1,073,649

Net Income

-$688,092

Net Assets

$3,157,431

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$35,771	9.3%
Dividends	$33,332	8.6%
Sales of Assets	$316,454	82.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,057,753	98.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,157,431
Total Liabilities	$0
Net Assets	$3,157,431

Compensation

Key Employees and Officers	Compensation	Other
Deborah Szekely (Cfo)	$0	$0
Sara Livia Brightwood (President)	$0	$0
Milenko Matanovic (Board Member)	$0	$0
Penny Livingston Stark (Board Member)	$0	$0
Charlie Reilly (Secretary)	$0	$0
Coleen Lassegard (Board Member)	$0	$0
Esther Lev (Board Member)	$0	$0
Barbara Merz (Board Member)	$0	$0

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990-PF

Filed on Aug. 1, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$531,534

Expenses

$1,243,951

Net Income

-$712,417

Net Assets

$3,846,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41,725	7.8%
Dividends	$45,619	8.6%
Sales of Assets	$444,190	83.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,200,943	96.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$3,846,316
Total Liabilities	$0
Net Assets	$3,846,316

Compensation

Key Employees and Officers	Compensation	Other
Deborah Szekely (Vp And Cfo)	$0	$0
Sara Livia Brightwood (President)	$0	$0
Mary Walshok (Secretary)	$0	$0
Ned Chambers (Director)	$0	$0
Charlie Reilly (Board Member)	$0	$0
Peter Jensen (Board Member)	$0	$0

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990-PF

Filed on Nov. 8, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$366,362

Expenses

$792,542

Net Income

-$426,180

Net Assets

$4,559,291

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,848	10.1%
Dividends	$51,619	14.1%
Sales of Assets	$277,895	75.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$782,577	98.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,575,988
Total Liabilities	$16,697
Net Assets	$4,559,291

Compensation

Key Employees and Officers	Compensation	Other
Deborah Szekely (Vp And Cfo)	$0	$0
Sara Livia Brightwood (President)	$0	$0
Mary Walshok (Secretary)	$0	$0
Ned Chambers (Director)	$0	$0
Charlie Reilly (Board Member)	$0	$0
Peter Jensen (Board Member)	$0	$0

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990-PF

Filed on May 25, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$567,591

Expenses

$661,815

Net Income

-$94,224

Net Assets

$5,024,199

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$5,341	0.9%
Interest Revenue	$34,705	6.1%
Dividends	$56,224	9.9%
Sales of Assets	$471,321	83.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$620,229	93.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,027,483
Total Liabilities	$3,284
Net Assets	$5,024,199

Compensation

Key Employees and Officers	Compensation	Other
Deborah Szekely (Vp And Cfo)	$0	$0
Sara Livia Brightwood (President)	$0	$0
Mary Walshok (Secretary)	$0	$0
Ned Chambers (Director)	$0	$0
Charlie Reilly (Board Member)	$0	$0
Peter Jensen (Board Member)	$0	$0

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990-PF

Filed on May 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$541,111

Expenses

$478,737

Net Income

$62,374

Net Assets

$5,119,100

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$32,165	5.9%
Dividends	$83,188	15.4%
Sales of Assets	$418,068	77.3%
Other Income	$7,690	1.4%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$436,468	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,126,155
Total Liabilities	$7,055
Net Assets	$5,119,100

Compensation

Key Employees and Officers	Compensation	Other
Deborah Szekely (Vp And Cfo)	$0	$0
Sara Livia Brightwood (President)	$0	$0
Mary Walshok (Secretary)	$0	$0
Ned Chambers (Director)	$0	$0
Charlie Reilly (Board Member)	$0	$0
Peter Jensen (Board Member)	$0	$0

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990-PF

Filed on Oct. 30, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$1,030,664

Expenses

$285,876

Net Income

$744,788

Net Assets

$5,056,726

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$42,557	4.1%
Dividends	$78,387	7.6%
Sales of Assets	$909,720	88.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$253,869	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$5,056,726
Total Liabilities	$0
Net Assets	$5,056,726

Compensation

Key Employees and Officers	Compensation	Other
Deborah Szekely (Vp And Cfo)	$0	$0
Sarah Livia Brightwood (President)	$0	$0
Mary Walshok (Secretary)	$0	$0
Ned Chambers (Director)	$0	$0

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990-PF

Filed on Nov. 11, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$333,499

Expenses

$225,382

Net Income

$108,117

Net Assets

$4,316,075

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$36,781	11.0%
Dividends	$82,622	24.8%
Sales of Assets	$214,209	64.2%
Other Income	-$113

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$225,382	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,316,075
Total Liabilities	$0
Net Assets	$4,316,075

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$122,744

Expenses

$176,209

Net Income

-$53,465

Net Assets

$4,207,958

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$100	0.1%
Interest Revenue	$45,980	37.5%
Dividends	$61,584	50.2%
Sales of Assets	$14,980	12.2%
Other Income	$100	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$176,209	100%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$4,207,958
Total Liabilities	$0
Net Assets	$4,207,958

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Szekely Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $711k (2024)

Expenses $224k (2024)

Total Assets $2.79M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$711k (2024)

Expenses

$224k (2024)

Total Assets

$2.79M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001