The California State Capitol

Form 990-PFTax year 2024EIN 77-6024786

Barnet Segal Charitable Trust

A private foundation in Carmel, CA. Its return for tax year 2024 lists 24 grants and $720,000 paid in grants.

Tax year 2024 (period ending Mar 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Preselected only

The return checks the box saying the foundation gives only to preselected organizations and does not accept unsolicited requests.

Assets and giving by year

7 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2024

    $720,000

    Grants listed
    24
    Assets, end of year
    $10,922,696
  • Tax year 2023

    $630,000

    Grants listed
    33
    Assets, end of year
    $11,011,073
  • Tax year 2022

    $645,000

    Grants listed
    53
    Assets, end of year
    $11,243,242
  • Tax year 2021

    $791,000

    Grants listed
    1
    Assets, end of year
    $11,825,218
  • Tax year 2020

    $757,250

    Grants listed
    1
    Assets, end of year
    $11,359,828
  • Tax year 2019

    $511,000

    Grants listed
    1
    Assets, end of year
    $11,720,580
  • Tax year 2018

    $612,250

    Grants listed
    1
    Assets, end of year
    $11,683,749

Grants paid in 2024

24 grants, largest first

As listed on the return.

  1. Big Sur Land TrustMonterey, CA

    To further their exempt purpose

    $200,000
  2. Carmel-By-The-Sea Public Library FoundationCarmel, CA

    To further their exempt purpose

    $150,000
  3. Elkhorn Slough FoundationMoss Landing, CA

    To further their exempt purpose

    $150,000
  4. Pacific Reperatory TheatreCarmel, CA

    To further their exempt purpose

    $70,000
  5. Ag Land TrustSalinas, CA

    To further their exempt purpose

    $25,000
  6. Monterey County Land WatchSalinas, CA

    To further their exempt purpose

    $15,000
  7. Food Bank for Monterey CountySalinas, CA

    To further their exempt purpose

    $15,000
  8. Carmel FoundationCarmel, CA

    To further their exempt purpose

    $10,000
  9. Harmony at HomeCarmel, CA

    To further their exempt purpose

    $10,000
  10. American Legion Post 0512 CarmelCarmelbythesea, CA

    To further their exempt purpose

    $5,000
  11. Carmel Art AssociationCarmel, CA

    To further their exempt purpose

    $5,000
  12. Classic Guitar Society of CarmelCarmel, CA

    To further their exempt purpose

    $5,000
  13. Foundation for the Monterey County Free LibrariesSalinas, CA

    To further their exempt purpose

    $5,000
  14. Friends of Mission Trail Nature PreserveCarmel, CA

    To further their exempt purpose

    $5,000
  15. Gateway Center of Monterey County IncPacific Grove, CA

    To further their exempt purpose

    $5,000
  16. Hartnell College FoundationSalinas, CA

    To further their exempt purpose

    $5,000
  17. Meals on Wheels of the Monterey Peninsula IncPacific Grove, CA

    To further their exempt purpose

    $5,000
  18. Meals on Wheels of the Salinas Valley IncSalinas, CA

    To further their exempt purpose

    $5,000
  19. Monterey County Pops IncMonterey, CA

    To further their exempt purpose

    $5,000
  20. UpwellgardenMonterey, CA

    To further their exempt purpose

    $5,000
  21. Yosal Youth Orchestra SalinasSalinas, CA

    To further their exempt purpose

    $5,000
  22. Batch FestivalCarmel, CA

    To further their exempt purpose

    $5,000
  23. Central Coast VNA & HospiceMonterey, CA

    To further their exempt purpose

    $5,000
  24. 4 DentistryMarina, CA

    To further their exempt purpose

    $5,000

Where the money goes

By cause: grants to organizations we matched to the IRS list of exempt organizations, by their category.

  1. Environment4 grants $245,00054% of the total
  2. Philanthropy and grantmaking1 grant $150,00033% of the total
  3. Human services3 grants $25,0005% of the total
  4. Arts and culture2 grants $10,0002% of the total
  5. Education2 grants $10,0002% of the total
  6. Food and agriculture2 grants $10,0002% of the total
  7. 1 other causes1 grant $5,0001% of the total

By State

Grants to organizations with a US address, latest year.

  1. California24 grants $720,000

Officers, directors and trustees

2 people as filed

As filed on the return, with average hours per week and pay from the foundation.

  • William BrodsleyTRUSTEE Hours 10Pay $84,000
  • Stuart BermanTRUSTEE Hours 10Pay $84,000

The return

More foundations

Similar foundations

Same main cause (environment), giving between a quarter and four times this foundation’s where possible, nearby first.

  1. The Robert W Witter Family FoundationSacramento, CA 6 grants Preselected only $715,000 giving
  2. Cottonwood SpringSanta Cruz, CA 25 grants Preselected only $700,000 giving
  3. Massen Greene FoundationLaguna Hills, CA 9 grants Preselected only $745,000 giving
  4. Stockel Family FoundationSanta Monica, CA 23 grants Preselected only $677,870 giving
  5. Muller Family FoundationPlacentia, CA 122 grants Preselected only $670,000 giving