Henry & Rosa Segal Foundation Inc

NEW HAVEN, CT EIN: 13-6163177

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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$478K

+8.3% YoY

Annual Giving

$55K

+9.2% YoY

Grant Count

-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

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Massachusetts $80K (38%)

New York $75K (36%)

Connecticut $22K (11%)

North Carolina $10K (5%)

Washington $10K (5%)

California $6K (3%)

Rhode Island $5K (2%)

District of Columbia $500 (0%)

+1 more states

States

California Connecticut District of Columbia Massachusetts North Carolina New York Pennsylvania Rhode Island Washington

Cities

BostonBrooklineBrooklynCambridgeCheltenhamCos CobGreenwichKatonahMamaroneckNew HavenNew YorkProvidenceRaleighSan FrancisoSpokaneWashington

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

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 include Mass Gen Hospital Ctr ($40,000), Jewish FederationGreater Raleigh ($10,000), Moses Brown School ($5,000).

Recipient	Purpose	Amount
1925 Foundatio Mamaroneck, NY	Donation	$150
Jewish FederationGreater Raleigh Raleigh, NC	Donation	$10,000
Mass Gen Hospital Ctr Boston, MA	Donation	$40,000
Moses Brown School Providence, RI	Donation	$5,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 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.