Carl & Cassandra Segal Charitable Trust

POTTERSVILLE, NJ EIN: 22-6412286

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

ApopkaChicagoCincinnatiFar HillsMonroe TownshipMorristownNew YorkPeapack And GladstonePlymouthPottersvilleSanta FeWashingtonWhippany

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$113K$227K$340K$454K20202021202220232024
Metric202420232022
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

$0$61K$121K$182K$242K9 grants202011 grants202111 grants20229 grants202310 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

FRACTURED ATLAS$50KMORRISTOWN MED CTR$45KUNIV OF CINCINNATI FDN$45KFOOD ADDICTION INSTITUTE$20KSHE RECOVERS$20KMAKE A WISH NJ$20KFEEDING AMERICA$15KFLY PUPS INC$11KCARE$10KPOTTERSVILLE REFORMED CH…$6K

Grant Size Distribution

50 grants across all recorded years

49<$50K1$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Fractured Atlas ($50,000), Morristown Med Ctr ($45,000), Univ of Cincinnati Fdn ($45,000).

RecipientPurposeAmount
CARE APOPKA, FLSUPPORT OF ANIMALS$10,000
FLY PUPS INC POTTERSVILLE, NJSUPPORT OF ANIMALS$11,000
FOOD ADDICTION INSTITUTE MORRISTOWN, NJSUPPORT OF HEALING OF FOOD ADDICTS.$20,000
FRACTURED ATLAS NEW YORK, NYSUPPORT OF INDIVIDUAL ARTISTS AND ART ORGANIZATIONS.$50,000
MORRISTOWN MED CTR MORRISTOWN, NJSUPPORT OF HEALTH CARE SERVICES$45,000
POTTERSVILLE REFORMED CHURCH POTTERSVILLE, NJSUPPORT OF CHURCH SERVICES$6,000
SHE RECOVERS SANTA FE, NMSUPPORT OF WOMEN'S MENTAL HEALTH SERVICES$20,000
UNIV OF CINCINNATI FDN CINCINNATI, OHSUPPORT OF HEALTH CARE SERVICES$45,000
FEEDING AMERICA CHICAGO, ILSUPPORT OF HUNGER-RELIEF EFFORTS$15,000
MAKE A WISH NJ MONROE TOWNSHIP, NJSUPPORT OF CHILDREN'S CRITICAL ILLNESSES$20,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
CARL SEGALTRUSTEE1
CASSANDRA SEGALTRUSTEE1

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.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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