Merle And Teresa Fischlowitz Family Foundation
- Assets
- $112.8k
- Revenue
- $15.3k
- Investments
- $97.7k
- Employees
- 0
- Location
- San Diego, CA
- Founding
- 01/2002
- Data as of
- 12/2022
- EIN
- 33-0940158
Organization Overview
Merle And Teresa Fischlowitz Family Foundation is located in San Diego, CA. The organization was established in 2002. According to its NTEE Classification (T20) the organization is classified as: Private Grantmaking Foundations, under the broad grouping of Philanthropy, Voluntarism & Grantmaking Foundations and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. Merle And Teresa Fischlowitz Family Foundation is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 12/2022, Merle And Teresa Fischlowitz Family Foundation generated $15.3k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 8 years, the organization has seen revenues fall by an average of (25.8%) each year. All expenses for the organization totaled $17.3k during the year ending 12/2022. You can explore the organizations financials more deeply in the financial statements section below.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Merle Fischlowitz Director | 0 | $0 | |
Teresa Whorton Director | 0 | $0 | |
Dr Sara F Davis Director | 0 | $0 |
Outside Vendors & Contractors
| Vendor Name (Service) | Service Year | Compensation |
|---|---|---|
Private Asset Management Inc | 12/30/21 | $2,259 |
Private Fiduciary Managment | 12/30/21 | $500 |
Edward Z Estrin Cpa | 12/30/21 | $2,400 |
Edward Z Estrin Cpa | 12/30/21 | $0 |
Private Asset Management Inc | 12/30/21 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Contributions, Gifts, Grants & Similar | $0 |
| Interest on Savings | $16 |
| Dividends & Interest | $4,565 |
| Net Rental Income | $0 |
| Net Gain on Sale of Assets | $10,763 |
| Capital Gain Net Income | $10,763 |
| Net ST Capital Gain | $0 |
| Income Modifications | $0 |
| Profit on Inventory Sales | $0 |
| Other Income | $0 |
| Total Revenue | $15,344 |
| Statement of Expenses | |
|---|---|
| Compensation of officers, directors, trustees, etc | $0 |
| Other employee salaries and wages | $0 |
| Pension plans, employee benefits | $0 |
| Interest | $0 |
| Taxes | $0 |
| Depreciation | $0 |
| Occupancy | $0 |
| Travel, conferences, and meetings | $0 |
| Printing and publications | $0 |
| Other expenses | $2,522 |
| Total operating and administrative expenses | $6,972 |
| Contributions, gifts, grants paid | $10,318 |
| Total expenses and disbursements | $17,290 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $15,077 |
| Net Accounts receivable | $0 |
| Net Pledges Receivable | $0 |
| Grants receivable | $0 |
| Receivables from Officers, Directors, or Controlling Persons | $0 |
| Net other notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Investments - land, buildings, equipment | $0 |
| Investments—mortgage loans | $0 |
| Investments—other | $0 |
| Net Land, buildings, and equipment | $0 |
| Other assets | $0 |
| Total assets | $112,795 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Mortgages and other notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
Grants Awarded
Over the last fiscal year, Merle And Teresa Fischlowitz Family Foundation has awarded $10,318 in support to 6 organizations.
| Grant Recipient | Amount |
|---|---|
SAN DIEGO OPERA PURPOSE: GENERAL SUPPORT | $500 |
TEMPLE ADAT SHALOM PURPOSE: COMMUNITY THAT CELEBRATES TOGETHER AND AFFIRMS JEWISH VALUES AND EDUCATION | $4,708 |
GEORGE SNOW SCHOLARSHIP FUND PURPOSE: GENERAL SUPPORT | $610 |
GRINNELL COLLEGE PURPOSE: GENERAL SUPPORT | $2,000 |
LANAKILA PACIFIC PURPOSE: BUILD INDEPENDENCE AND AN IMPROVED QUALITY OF LIFE FOR INDIVIDUALS WITH COGNITIVE, PHYSICAL, SOCIAL OR AGE-RELATED CHALLENGES | $2,000 |
LAWRENCE FAMILY JEWISH COMMUNITY CENTER PURPOSE: PROMOTING THE PHYSICAL AND MENTAL WELL-BEING OF THE COMMUNITY | $500 |