Carl & Cassandra Segal Charitable Trust
Carl & Cassandra Segal Charitable Trust is a private foundation, based in POTTERSVILLE, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 10 grants totaling $242K. Net investment income was $167K.
Key facts about Carl & Cassandra Segal Charitable Trust
- EIN
- 22-6412286
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $242,000
- Grants made (2024)
- 10
- Average grant
- $24,200
- Median grant
- $20,000
- Total assets
- $1,376,366
- Primary geography
- New Jersey (42% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated April 2026.
Who Carl & Cassandra Segal Charitable Trust funds
By grant dollars, the top recipient states for Carl & Cassandra Segal Charitable Trust's 10 itemized 2024 grants were New Jersey (42%), New York (21%) and Ohio (19%). The most frequent recipient cities were Morristown, NJ (2 grants) and Pottersville, NJ (2 grants). None of its 10 grants with a stated purpose were described as general or operating support.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.4M
+1.7% YoY
Annual Giving
$242K
+48.5% YoY
Grant Count
10
+11.1% YoY
Avg Grant Size
$24K
+33.6% YoY
Under IRS private-foundation payout rules, Carl & Cassandra Segal Charitable Trust reported a distributable amount of $221K for 2024 — the minimum it must pay out in qualifying distributions.
About Carl & Cassandra Segal Charitable Trust
Based on IRS filings
Carl & Cassandra Segal Charitable Trust is a private foundation, based in POTTERSVILLE, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 10 grants totaling $242K. Net investment income was $167K.
Ready to take the next step with Carl & Cassandra Segal Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 10 itemized 2024 grant dollars.
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $1,376,366 | $1,353,441 | $1,179,677 |
| Revenue | $274,452 | $412,513 | $211,549 |
| Expenses | $251,226 | $169,639 | $178,389 |
| Qualifying Distributions | $242,000 | $163,000 | $170,500 |
| Net Investment Income | $167,226 | $67,417 | $81,160 |
| Distributable Amount | $221,072 | $178,267 | $157,217 |
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 2024
Grant Size Distribution
50 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Fractured Atlas ($50,000), Morristown Med Ctr ($45,000), Univ of Cincinnati Fdn ($45,000).
| Recipient | Purpose | Amount |
|---|---|---|
| FRACTURED ATLAS NEW YORK, NY | SUPPORT OF INDIVIDUAL ARTISTS AND ART ORGANIZATIONS. | $50,000 |
| MORRISTOWN MED CTR MORRISTOWN, NJ | SUPPORT OF HEALTH CARE SERVICES | $45,000 |
| UNIV OF CINCINNATI FDN CINCINNATI, OH | SUPPORT OF HEALTH CARE SERVICES | $45,000 |
| FOOD ADDICTION INSTITUTE MORRISTOWN, NJ | SUPPORT OF HEALING OF FOOD ADDICTS. | $20,000 |
| SHE RECOVERS SANTA FE, NM | SUPPORT OF WOMEN'S MENTAL HEALTH SERVICES | $20,000 |
| MAKE A WISH NJ MONROE TOWNSHIP, NJ | SUPPORT OF CHILDREN'S CRITICAL ILLNESSES | $20,000 |
| FEEDING AMERICA CHICAGO, IL | SUPPORT OF HUNGER-RELIEF EFFORTS | $15,000 |
| FLY PUPS INC POTTERSVILLE, NJ | SUPPORT OF ANIMALS | $11,000 |
| CARE APOPKA, FL | SUPPORT OF ANIMALS | $10,000 |
| POTTERSVILLE REFORMED CHURCH POTTERSVILLE, NJ | SUPPORT OF CHURCH SERVICES | $6,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| CARL SEGAL | TRUSTEE | 1 | — |
| CASSANDRA SEGAL | TRUSTEE | 1 | — |
Frequently Asked Questions
How large is Carl & Cassandra Segal Charitable Trust?
As of 2024, Carl & Cassandra Segal Charitable Trust holds $1.4M in total assets with $274K in annual revenue. It awarded 10 grants totaling $242K in 2024.
Where does Carl & Cassandra Segal Charitable Trust operate?
Carl & Cassandra Segal Charitable Trust has awarded grants in District of Columbia, Florida, Illinois, Michigan, New Jersey, New Mexico, New York, Ohio.
What size grants does Carl & Cassandra Segal Charitable Trust award?
In 2024, Carl & Cassandra Segal Charitable Trust awarded 10 grants totaling $242K — an average of about $24K per grant, based on its IRS Form 990 filings.
How much is Carl & Cassandra Segal Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Carl & Cassandra Segal Charitable Trust reported a distributable amount of $221K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Carl & Cassandra Segal Charitable Trust's EIN?
Carl & Cassandra Segal Charitable Trust's EIN (Employer Identification Number) is 22-6412286. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Carl & Cassandra Segal Charitable Trust's focus areas in our free grants database
Similar Funders
Funders that support many of the same organizations
Ima Foundation
WICHITA, KS
Assets
$10.4M
Grants
661
Total Given
$2.0M
Rockefeller Brothers Fund Inc
NEW YORK, NY
Assets
$1.4B
Grants
646
Total Given
$60.4M
Rasmuson Foundation
ANCHORAGE, AK
Assets
$845.4M
Grants
300
Total Given
$17.7M
The Gusti Brandt Foundation
GREENWICH, CT
Assets
$2.5M
Grants
47
Total Given
$90K
Richard L & Lois S Werner Family
BOCA RATON, FL
Assets
$833K
Grants
66
Total Given
$261K
The Wallace Foundation
NEW YORK, NY
Assets
$1.8B
Grants
318
Total Given
$54.6M
Foundation for the Carolinas
CHARLOTTE, NC
Assets
$3.9B
Grants
1,605
Total Given
$609.1M
Texas Instruments Foundation
DALLAS, TX
Assets
$73.0M
Grants
4,484
Total Given
$22.6M
LPL Financial Foundation Inc
BOSTON, MA
Assets
$7.8M
Grants
55
Total Given
$2.3M
The Ford Foundation
NEW YORK, NY
Assets
$17.5B
Grants
4,007
Total Given
$844.7M
Jewish Federation of Metropolitan
CHICAGO, IL
Assets
$1.1B
Grants
839
Total Given
$176.8M
The Community Foundation Inc
RICHMOND, VA
Assets
$852.4M
Grants
917
Total Given
$61.8M
More Funders in New Jersey
Data last updated April 2026. Sourced from IRS Form 990-PF filings.