Hal and Jeanette Segerstrom Family

COSTA MESA, CA EIN: 33-0925151

Hal and Jeanette Segerstrom Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $1.0M. Net investment income was $387K.

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 reported a distributable amount of $188K for 2024 — the minimum it must pay out in qualifying distributions.

About Hal and Jeanette Segerstrom Family

Based on IRS filings

Hal and Jeanette Segerstrom Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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 grants totaling $1.0M. Net investment income was $387K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

Fountain ValleyIrvineSanta Ana

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$302K$604K$905K$1M201920202021202220232024
Metric202420232022
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

Giving Over Time

Total grant dollars and number of grants per year

$0$266K$533K$799K$1M2 grants20192 grants20201 grants20211 grants20221 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

PACIFIC SYMPHONY ORCHESTRA$1.0M

Grant Size Distribution

6 grants across all recorded years

<$50K$50–100K$100–250K1$250–500K3$500K–1M2$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Pacific Symphony Orchestra ($1,000,000).

RecipientPurposeAmount
PACIFIC SYMPHONY ORCHESTRA IRVINE, CASPONSORSHIP OF CLASSIC SERIES$1,000,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
THEODORE WALTER SEGERSTROMPRESIDENT1
SALLY EILEEN SEGERSTROMVICE PRESIDENT1
SANDRA SEGERSTROM DANIELSTREASURER1
SUSAN J SEGERSTROM PERRYSECRETARY1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Hal and Jeanette Segerstrom Family?

Hal and Jeanette Segerstrom Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in COSTA MESA, CA. It holds $2.6M in total assets as of 2024.

How large is Hal and Jeanette Segerstrom Family?

As of 2024, Hal and Jeanette Segerstrom Family holds $2.6M in total assets with $807K in annual revenue. It awarded 1 grants totaling $1.0M in 2024.

Where does Hal and Jeanette Segerstrom Family operate?

Hal and Jeanette Segerstrom Family has awarded grants in California.

What size grants does Hal and Jeanette Segerstrom Family award?

In 2024, Hal and Jeanette Segerstrom Family awarded 1 grants totaling $1.0M — an average of about $1.0M per grant, based on its IRS Form 990 filings.

How much is Hal and Jeanette Segerstrom Family required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Hal and Jeanette Segerstrom Family reported a distributable amount of $188K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Hal and Jeanette Segerstrom Family's EIN?

Hal and Jeanette Segerstrom Family's EIN (Employer Identification Number) is 33-0925151. IRS Form 990 filing data is available on this page for 2019–2024.

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

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