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  4. Barnet Segal Charitable Trust
EIN 77-6024786

Barnet Segal Charitable Trust

IRS 501(c) type
501(c)(3)
Num. employees
2
City
Carmel
State
California
Year formed
1986
Most recent tax filings
2023-03-01
NTEE code, primary
T20: Private Foundations
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
$411,040
2023
Total expenses
$992,486
2023
Total assets
$11,243,242
2023
Num. employees
2
2023

Grants made by Barnet Segal Charitable Trust

GranteeGrant descriptionAmount
Big Sur Land TrustTo Further Their Exempt Purpose$72,000
Land Trust of Santa Cruz CountyTo Further Their Exempt Purpose$50,000
Elkhorn Slough FoundationTo Further Their Exempt Purpose$33,000
...and 41 more grants made totalling $575,000

Personnel at Barnet Segal Charitable Trust

NameTitleCompensation
Stuart BermanTrustee$84,000

Financials for Barnet Segal Charitable Trust

RevenuesFYE 03/2023
Total grants, contributions, etc.$0
Investment income and dividends$211,231
Net rental income$141,744
Net gain from sale of non-inventory assets$26,331
Gross sales of inventory$0
Miscellaneous revenues$21
Total revenues$411,040

Form 990s for Barnet Segal Charitable Trust

Fiscal year endingDate received by IRSFormPDF link
2022-032023-07-18990PFView PDF
2021-032021-08-16990PFView PDF
2020-032020-12-01990PFView PDF
2019-032020-09-02990PRView PDF
2018-032018-11-15990PFView PDF
...and 6 more Form 990s
Data update history
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
November 8, 2018
Posted financials
Added Form 990PF for fiscal year 2018
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
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