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.
Key facts about Henry & Rosa Segal Foundation Inc
- EIN
- 13-6163177
- Latest 990 filing
- Form 990-PF, 2024
- Annual giving (2024)
- $55,150
- Grants made (2024)
- 4
- Average grant
- $13,788
- Median grant
- $7,500
- Total assets
- $477,857
- Primary geography
- Massachusetts (73% of itemized 2024 grant dollars)
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Henry & Rosa Segal Foundation Inc funds
By grant dollars, the top recipient states for Henry & Rosa Segal Foundation Inc's 4 itemized 2024 grants were Massachusetts (73%), North Carolina (18%) and Rhode Island (9%). None of its 4 grants with a stated purpose were described as general or operating support. Recurring purposes include "Donation" (4 grants).
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.
Next steps with Henry & Rosa Segal Foundation Inc
- How to evaluate Henry & Rosa Segal Foundation Inc as a funder
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Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$478K
+8.3% YoY
Annual Giving
$55K
+9.2% YoY
Grant Count
4
-20.0% YoY
Avg Grant Size
$14K
+36.5% YoY
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.
About Henry & Rosa Segal Foundation Inc
Based on IRS filings
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.
Ready to take the next step with Henry & Rosa Segal Foundation Inc?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 4 itemized 2024 grant dollars.
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $477,857 | $441,185 | $473,434 |
| Revenue | $31,055 | $21,562 | $23,156 |
| Expenses | $65,952 | $53,812 | $77,231 |
| Qualifying Distributions | $55,150 | $50,500 | $70,700 |
| Net Investment Income | $87,528 | $17,773 | $14,797 |
| Distributable Amount | $43,108 | $40,486 | $44,379 |
Data update history
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
Grant Size Distribution
29 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest recipients include Mass Gen Hospital Ctr ($40,000), Jewish FederationGreater Raleigh ($10,000), Moses Brown School ($5,000).
| 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 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
No officer or director reported compensation in the available filings.
From 2024 IRS filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Peggy Edersheim Kalb | President | 1 | — |
| Kathy K Priest | Secretary | 1 | — |
| Terri Edersheim | Treasurer | 1 | — |
Frequently Asked Questions
How large is Henry & Rosa Segal Foundation Inc?
As of 2024, Henry & Rosa Segal Foundation Inc holds $478K in total assets with $31K in annual revenue. It awarded 4 grants totaling $55K in 2024.
Where does Henry & Rosa Segal Foundation Inc operate?
Henry & Rosa Segal Foundation Inc has awarded grants in California, Connecticut, District of Columbia, Massachusetts, North Carolina, New York, Pennsylvania, Rhode Island, Washington.
What size grants does Henry & Rosa Segal Foundation Inc award?
In 2024, Henry & Rosa Segal Foundation Inc awarded 4 grants totaling $55K — an average of about $14K per grant, based on its IRS Form 990 filings.
How much is Henry & Rosa Segal Foundation Inc required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Henry & Rosa Segal Foundation Inc reported a distributable amount of $43K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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.
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Data last updated September 2026. Sourced from IRS Form 990-PF filings.