Barnet Segal Charitable Trust
The Barnet Segal Charitable Trust is a private foundation established in 1986 and based in Carmel, California. The trust operates as a 501(c)(3) tax-exempt organization dedicated to philanthropic giving across multiple sectors.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$10.9M
-0.8% YoY
Annual Giving
$720K
+14.3% YoY
Grant Count
24
-27.3% YoY
Avg Grant Size
$30K
+57.1% YoY
Under IRS private-foundation payout rules, Barnet Segal Charitable Trust reported a distributable amount of $837K for 2025 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
The trust gives primarily for conservation, education, and human services. Specific funding areas include:
- Education and higher education
- Environmental conservation and natural resources
- Land resources
- Health and diseases/conditions
- Human services and family services
- Child welfare
- Services for older adults and special populations
Grantmaking
The trust made 18 grants in the most recent reporting period. The organization is open to new applicants, with approximately 12% of new applicants receiving funding.
Ready to take the next step with Barnet Segal Charitable Trust?
Geographic Focus
Where this funder awards grants
The trust primarily supports projects in California, with particular focus on the Monterey County region including Carmel, Monterey, and surrounding areas. Additional support extends to communities in San Jose and Santa Cruz.
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
Assets & Revenue (Fiscal Year Ending March 2025):
- Total assets: $10,922,696
- Total revenues: $954,973
- Total expenses: $1,043,350
- Total liabilities: $11,800
Revenue Breakdown:
- Investment income and dividends: $288,417
- Net rental income: $162,383
- Net gain from sale of non-inventory assets: $480,434
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $10,922,696 | $11,011,073 | $11,243,242 |
| Revenue | $954,973 | $765,890 | $411,040 |
| Expenses | $1,043,350 | $986,459 | $992,486 |
| Qualifying Distributions | $845,229 | $773,584 | $766,707 |
| Net Investment Income | $756,851 | $562,040 | $208,240 |
| Distributable Amount | $837,185 | $779,925 | $756,611 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
Grant Size Distribution
109 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2025 grants, the largest include Big Sur Land Trust ($200,000), Carmel-by-the-sea Public Library Foundation ($150,000), Elkhorn Slough Foundation ($150,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AG LAND TRUST SALINAS, CA | TO FURTHER THEIR EXEMPT PURPOSE | $25,000 |
| AMERICAN LEGION POST 0512 CARMEL CARMELBYTHESEA, CA | TO FURTHER THEIR EXEMPT PURPOSE | $5,000 |
| BIG SUR LAND TRUST MONTEREY, CA | TO FURTHER THEIR EXEMPT PURPOSE | $200,000 |
| CARMEL ART ASSOCIATION CARMEL, CA | TO FURTHER THEIR EXEMPT PURPOSE | $5,000 |
| CARMEL FOUNDATION CARMELBYTHESEA, CA | TO FURTHER THEIR EXEMPT PURPOSE | $10,000 |
| CARMEL-BY-THE-SEA PUBLIC LIBRARY FOUNDATION CARMELBYTHESEA, CA | TO FURTHER THEIR EXEMPT PURPOSE | $150,000 |
| CLASSIC GUITAR SOCIETY OF CARMEL CARMELBYTHESEA, CA | TO FURTHER THEIR EXEMPT PURPOSE | $5,000 |
| FOUNDATION FOR THE MONTEREY COUNTY FREE LIBRARIES SALINAS, CA | TO FURTHER THEIR EXEMPT PURPOSE | $5,000 |
| FRIENDS OF MISSION TRAIL NATURE PRESERVE CARMEL, CA | TO FURTHER THEIR EXEMPT PURPOSE | $5,000 |
| GATEWAY CENTER OF MONTEREY COUNTY INC PACIFIC GROVE, CA | TO FURTHER THEIR EXEMPT PURPOSE | $5,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
The trust is managed by two trustees:
- William Brodsley (10 hours per week, $84,000 annual compensation)
- Stuart Berman (10 hours per week, $84,000 annual compensation)
The organization has 2 employees.
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| WILLIAM BRODSLEY | TRUSTEE | 10 | $84,000 |
| STUART BERMAN | TRUSTEE | 10 | $84,000 |
Contact Information
Address: PO Box S1, Carmel By The Sea, CA 93921-1319
Telephone: 831-625-1118
Frequently Asked Questions
What does Barnet Segal Charitable Trust fund?
The trust gives primarily for conservation, education, and human services. Specific funding areas include: • Education and higher education • Environmental conservation and natural resources • Land resources • Health and diseases/conditions • Human services and family services • Child welfare • Services for older adults and special populations
How do I apply for a grant from Barnet Segal Charitable Trust?
**Grant Activity:** • Total giving: $720,000 (most recent fiscal year) • Typical award range: $3,000–$200,000 • Recent grants include: • Big Sur Land Trust: $200,000 • Elkhorn Slough Foundation: $150,000 • Carmel Public Library Foundation: $150,000 The trust made 18 grants in the most recent reporting period. The organization is open to new applicants, with approximately 12% of new applicants receiving funding.
Where does Barnet Segal Charitable Trust make grants?
The trust primarily supports projects in California, with particular focus on the Monterey County region including Carmel, Monterey, and surrounding areas. Additional support extends to communities in San Jose and Santa Cruz.
What size grants does Barnet Segal Charitable Trust award?
In 2025, Barnet Segal Charitable Trust awarded 24 grants totaling $720K — an average of about $30K per grant, based on its IRS Form 990 filings.
How much is Barnet Segal Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2025, Barnet Segal Charitable Trust reported a distributable amount of $837K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Barnet Segal Charitable Trust's EIN?
Barnet Segal Charitable Trust's EIN (Employer Identification Number) is 77-6024786. IRS Form 990 filing data is available on this page for 2020–2025.
Explore Open Grants
Browse active grant opportunities in Barnet Segal Charitable Trust's focus areas in our free grants database
Related Funders
Similar funders by location and focus area
Gochnauer Family Foundation
CORONA DEL MAR, CA
Assets
$15.2M
Grants
39
Total Given
$313K
Cottage Health
SANTA BARBARA, CA
Assets
$172.1M
Grants
6
Total Given
$179K
International Right of Way Association
GARDENA, CA
Assets
$5.7M
Grants
1
Total Given
$9K
Quince Interfaith Housing Corporation
LEMON GROVE, CA
Assets
—
Grants
0
Total Given
—
William & Lillian Schwartz Charitable Foundation
LA JOLLA, CA
Assets
$325K
Grants
1
Total Given
$3K
Covia Foundation
GLENDALE, CA
Assets
$15.2M
Grants
1
Total Given
$4.8M
Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
What could you do with Barnet Segal Charitable Trust on Grantable?
- Assess strategic fit with your organization
- Draft a tailored letter of inquiry
- Find open RFPs from this funder
- Monitor for new funding opportunities
Go from researching Barnet Segal Charitable Trust to a real strategy.