Henry & Rosa Segal Foundation Inc
Henry & Rosa Segal Foundation Inc is a private foundation, based in New Haven, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $478K in total assets. In 2024, it awarded 4 grants totaling $55K. Net investment income was $88K.
Henry & Rosa Segal Foundation Inc at a glance
In short: Henry & Rosa Segal Foundation Inc gave $55K across 4 grants in 2024 (avg $14K), mostly in Massachusetts. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $55,150
- +9.2% vs 2023
- Grants made (2024)
- 4
- -20.0% vs 2023
- Average grant
- $13,788
- +36.5% vs 2023
- Median grant
- $7,500
- Total assets
- $477,857
- +8.3% vs 2023
- Primary geography
- Massachusetts (73% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Henry & Rosa Segal Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Mass Gen Hospital Ctr ($40K). Together the top 4 received $55K.
Grant Size Distribution
29 grants across all recorded years
The most common grant size was under $50K: 29 grants of 29 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 4 itemized grants.
States
Cities
How Henry & Rosa Segal Foundation Inc gives
- Giving grew 70% from 2021 to 2024. Method
- In 2024 it paid out 128% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2024, annual grant giving ranged from $33K (2021) to $71K (2022). In 2024 it made 4 grants totaling $55K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Mass Gen Hospital Ctr Boston, MA | Donation | $40,000 |
| Jewish FederationGreater Raleigh Raleigh, NC | Donation | $10,000 |
| Moses Brown School Providence, RI | Donation | $5,000 |
| 1925 Foundatio Mamaroneck, NY | Donation | $150 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $477,857 | $31,055 | $65,952 | $55,150 | 4 | $55,150 | $87,528 | $43,108 |
| 2023 | $441,185 | $21,562 | $53,812 | $50,500 | 5 | $50,500 | $17,773 | $40,486 |
| 2022 | $473,434 | $23,156 | $77,231 | $70,700 | 17 | $70,700 | $14,797 | $44,379 |
| 2021 | $547,110 | $22,843 | $38,609 | $32,500 | 3 | $32,500 | $14,218 | $44,232 |
| 2020 | $544,316 | $21,504 | $3,093 | — | — | — | $78,097 | $37,251 |
Under IRS private-foundation payout rules, Henry & Rosa Segal Foundation Inc reported a distributable amount of $43K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Henry & Rosa Segal Foundation Inc is led by Peggy Edersheim Kalb, President on every filing since 2022; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Peggy Edersheim Kalb
President
On filings since 2022
1 hr/week
No compensation reported
Kathy K Priest
Secretary
Sec'y & Treasurer → Secretary, 2021
On filings since 2020
1 hr/week
No compensation reported
Terri Edersheim
Treasurer
On filings since 2021
1 hr/week
No compensation reported
Former officers (2)
- Former: Peggy Edersheim (2021) — President
- Former: Claire Edersheim (2020) — President
Data from IRS Form 990 filings, 2020–2024. "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 Henry & Rosa Segal Foundation Inc
How much does Henry & Rosa Segal Foundation Inc give each year?
Henry & Rosa Segal Foundation Inc gave $55K across 4 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $51K across 5 grants.
What is Henry & Rosa Segal Foundation Inc's typical grant size?
Henry & Rosa Segal Foundation Inc's median grant in 2024 was $7,500, and its average grant was $13,788, across 4 grants on its 2024 IRS Form 990-PF.
Where does Henry & Rosa Segal Foundation Inc give grants?
Henry & Rosa Segal Foundation Inc gives mostly in Massachusetts: 73% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were North Carolina (18%) and Rhode Island (9%).
Does Henry & Rosa Segal Foundation Inc give general operating support?
Not in 2024: none of the 4 grants with a stated purpose on Henry & Rosa Segal Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Donation" (4 grants).
How large is Henry & Rosa Segal Foundation Inc?
Henry & Rosa Segal Foundation Inc reported $478K in total assets on its 2024 IRS Form 990-PF. It paid out $55K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
What is Henry & Rosa Segal Foundation Inc's EIN?
Henry & Rosa Segal Foundation Inc's EIN (Employer Identification Number) is 13-6163177. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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