Barnet Segal Charitable Trust

CARMEL, CA EIN: 77-6024786

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

-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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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.

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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

California $3.5M (100%)

States

California

Cities

CarmelCarmelbytheseaMarinaMilpitasMontereyMoss LandingPacific GroveSalinasSan JoseSanta CruzSeasideVariousVentura

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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?

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.