Hal and Jeanette Segerstrom Family Foundation
Hal and Jeanette Segerstrom Family Foundation is a private foundation, based in Costa Mesa, CA. IRS filing data is available from 2019 through 2024. As of 2024, the organization holds $2.6M in total assets. In 2024, it awarded 1 grant totaling $1.0M. Net investment income was $387K.
Key facts about Hal and Jeanette Segerstrom Family Foundation
In short: Hal and Jeanette Segerstrom Family Foundation gave $1.0M across 1 grant in 2024 (avg $1.0M), mostly in California. Source: 2024 IRS Form 990-PF.
- EIN
- 33-0925151
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $1,000,000
- Grants made (2024)
- 1
- Average grant
- $1,000,000
- Median grant
- $1,000,000
- Total assets
- $2,629,719
- Primary geography
- California (100% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated October 2026.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$2.6M
-7.5% YoY
Annual Giving
$1.0M
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$1.0M
+0.0% YoY
Under IRS private-foundation payout rules, Hal and Jeanette Segerstrom Family Foundation reported a distributable amount of $188K for 2024 — the minimum it must pay out in qualifying distributions.
How Hal and Jeanette Segerstrom Family Foundation gives
- Giving grew 54% from 2021 to 2024. Method
- In 2024 it paid out 533% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2024 grant dollars on its one itemized grant.
States
Cities
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2024, annual grant giving ranged from $650K (2021) to $1.1M (2020). In 2024 it made 1 grant totaling $1.0M.
Grant Insights
How this funder distributes its grants
Top Recipients
Top recipient in 2024
The largest 2024 recipient was Pacific Symphony Orchestra ($1.0M).
Grant Size Distribution
6 grants across all recorded years
The most common grant size was in the $500K–1M range: 3 grants of 6 (50%).
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Pacific Symphony Orchestra Irvine, CA | Sponsorship of Classic Series | $1,000,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $2,629,719 | $2,843,432 | $3,680,304 |
| Revenue | $806,753 | $193,976 | $339,143 |
| Expenses | $1,018,876 | $1,030,892 | $679,412 |
| Qualifying Distributions | $1,000,800 | $1,000,000 | $650,000 |
| Net Investment Income | $386,586 | $174,568 | $316,726 |
| Distributable Amount | $187,883 | $206,178 | $240,803 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS July 20, 2021)
- IRS filings on file for fiscal years 2019–2024
Leadership & Key People
Officers and directors from IRS filings
Hal and Jeanette Segerstrom Family Foundation is led by Theodore Walter Segerstrom, President on every filing since 2019; none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Theodore Walter Segerstrom
President
On filings since 2019
1 hr/week
No compensation reported
Sally Eileen Segerstrom
Vice President
On filings since 2019
1 hr/week
No compensation reported
Sandra Segerstrom Daniels
Treasurer
CFO → Treasurer, 2020
On filings since 2019
1 hr/week
No compensation reported
Susan J. Segerstrom Perry
Secretary
On filings since 2019
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2019–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Hal and Jeanette Segerstrom Family Foundation
How much does Hal and Jeanette Segerstrom Family Foundation give each year?
Hal and Jeanette Segerstrom Family Foundation gave $1.0M across 1 grant in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.0M across 1 grant.
How large is Hal and Jeanette Segerstrom Family Foundation?
Hal and Jeanette Segerstrom Family Foundation reported $2.6M in total assets on its 2024 IRS Form 990-PF. It paid out $1.0M in qualifying distributions that year, against a required minimum of $188K (roughly 5% of its investment assets).
Where does Hal and Jeanette Segerstrom Family Foundation operate?
Hal and Jeanette Segerstrom Family Foundation has awarded grants in California.
What is Hal and Jeanette Segerstrom Family Foundation's EIN?
Hal and Jeanette Segerstrom Family Foundation's EIN (Employer Identification Number) is 33-0925151. IRS Form 990 filing data is available on this page for 2019–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
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