EIN 77-6024786

Barnet Segal Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
2
City
Year formed
1986
Most recent tax filings
2024-03-01
NTEE code, primary
Description
The Barnet Segal Charitable Trust is a private foundation located in Carmel, CA. The trustees are William Brodsley and Stuart Berman. The trust made one grant last year.
Total revenues
$765,890
2024
Total expenses
$986,459
2024
Total assets
$11,011,073
2024
Num. employees
2
2024

Grants made by Barnet Segal Charitable Trust

GranteeGrant descriptionAmount
Elkhorn Slough FoundationTo Further Their Exempt Purpose$150,000
Big Sur Land TrustTo Further Their Exempt Purpose$75,000
Land Trust of Santa Cruz CountyTo Further Their Exempt Purpose$25,000
...and 24 more grants made totalling $500,000

Financials for Barnet Segal Charitable Trust

RevenuesFYE 03/2024
Total grants, contributions, etc.$0
Investment income and dividends$271,678
Net rental income$167,236
Net gain from sale of non-inventory assets$301,265
Gross sales of inventory$0
Miscellaneous revenues$232
Total revenues$765,890

Form 990s for Barnet Segal Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2024-032025-01-24990PFView PDF
2023-032024-02-13990PFView PDF
2022-032023-07-18990PFView PDF
2021-032021-08-16990PFView PDF
2020-032020-12-01990PFView PDF
...and 8 more Form 990s
Data update history
August 24, 2023
Posted financials
Added Form 990PF for fiscal year 2022
August 19, 2023
Used new vendors
Identified 1 new vendor, including
April 6, 2022
Posted financials
Added Form 990PF for fiscal year 2021
August 19, 2021
Posted financials
Added Form 990PF for fiscal year 2020
August 19, 2021
Posted financials
Added Form 990R for fiscal year 2019
Nonprofit Types
Grantmaking organizationsPrivate foundationsPrivate non-operating foundationsCharities
Issues
No issues found
Characteristics
Provides grantsPartially liquidatedTax deductible donations
General information
Address
PO Box S-1
Carmel, CA 93921
Metro area
Salinas, CA
County
Monterey County, CA
Phone
(831) 625-1118
IRS details
EIN
77-6024786
Fiscal year end
March
Taxreturn type
Form 990-PF
Year formed
1986
Eligible to receive tax-deductible contributions (Pub 78)
Yes
Categorization
NTEE code, primary
T20: Private Foundations
NAICS code, primary
813211: Grantmaking Foundations
Parent/child status
Independent
California AB-488 details
AB 488 status
May Operate or Solicit for Charitable Purposes
Charity Registration status
Current
FTB status revoked
Not revoked
AG Registration Number
062186
FTB Entity ID
9761292
AB 488 data last updated ("as-of") date
2025-03-19
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