The Henry T and Elizabeth Segerstrom Charitable Foundation
The Henry T and Elizabeth Segerstrom Charitable Foundation is a private foundation focused on Recreation & Sports, based in Costa Mesa, CA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $29.0M in total assets. In 2024, it awarded 9 grants totaling $1.2M. Net investment income was $598K.
The Henry T and Elizabeth Segerstrom Charitable Foundation at a glance
In short: The Henry T and Elizabeth Segerstrom Charitable Foundation gave $1.2M across 9 grants in 2024 (avg $137K), mostly in California. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,230,000
- +2.2% vs 2023
- Grants made (2024)
- 9
- -10.0% vs 2023
- Average grant
- $136,667
- +13.6% vs 2023
- Median grant
- $125,000
- Total assets
- $29,045,579
- +24.2% vs 2023
- Primary geography
- California (76% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026.
Who The Henry T and Elizabeth Segerstrom Charitable Foundation funds
How this funder distributes its grants
Top Recipients
Top 9 recipients in 2024
The largest 2024 recipient was University of California Berkeley ($230K). Together the top 9 received $1.2M.
Grant Size Distribution
28 grants across all recorded years
The most common grant size was in the $100–250K range: 19 grants of 28 (68%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 9 itemized grants.
Cities
How The Henry T and Elizabeth Segerstrom Charitable Foundation gives
- Giving grew 251% from 2021 to 2024. Method
- In 2024 it paid out 91% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. 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 2020 to 2024, annual grant giving ranged from $200K (2020) to $1.2M (2024). In 2024 it made 9 grants totaling $1.2M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| University of California Berkeley Berkeley, CA | Support for Artistry Programs | $230,000 |
| Philharmonic Society of Oc Irvine, CA | Support for Artistry Programs | $225,000 |
| Colburn School Los Angeles, CA | Support for Artistry Programs | $200,000 |
| Turnaround Arts California Los Angeles, CA | Support for Artistry Programs | $200,000 |
| American Ballet Theatre New York, NY | Support for Artistry Programs | $125,000 |
| Metropolitan Opera New York City, NY | Support for Artistry Programs | $125,000 |
| Foreign Policy Association New York, NY | General Operating Support | $50,000 |
| Ryman Arts Los Angeles, CA | Support for Artistry Programs | $50,000 |
| Save Venice Costa Mesa, CA | Support for Artistry Programs | $25,000 |
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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 | $29,045,579 | $5,772,185 | $1,448,519 | $1,230,000 | 9 | $1,303,668 | $597,623 | $1,437,693 |
| 2023 | $23,383,298 | $6,187,260 | $2,853,607 | $1,203,235 | 10 | $2,813,202 | $291,594 | $902,671 |
| 2022 | $19,373,957 | $5,912,674 | $2,489,902 | $910,000 | 6 | $2,362,652 | $160,671 | $767,670 |
| 2021 | $17,051,520 | $4,965,099 | $622,908 | $350,000 | 2 | $615,364 | $424,586 | $625,640 |
| 2020 | $12,462,200 | $2,264,002 | $449,782 | $200,000 | 1 | — | $222,671 | $508,639 |
Under IRS private-foundation payout rules, The Henry T and Elizabeth Segerstrom Charitable Foundation reported a distributable amount of $1.4M for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
The Henry T and Elizabeth Segerstrom Charitable Foundation's 2024 filing lists 2 officers; none of the 2 officers listed in 2024 report compensation.
Officers on the 2024 filing
Elizabeth Segerstrom
Trustee
On filings since 2020
1 hr/week
No compensation reported
Jennifer Jordan McCall
Trustee
On filings since 2020
1 hr/week
No compensation reported
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 The Henry T and Elizabeth Segerstrom Charitable Foundation
How much does The Henry T and Elizabeth Segerstrom Charitable Foundation give each year?
The Henry T and Elizabeth Segerstrom Charitable Foundation gave $1.2M across 9 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.2M across 10 grants.
What is The Henry T and Elizabeth Segerstrom Charitable Foundation's typical grant size?
The Henry T and Elizabeth Segerstrom Charitable Foundation's median grant in 2024 was $125,000, and its average grant was $136,667, across 9 grants on its 2024 IRS Form 990-PF.
Where does The Henry T and Elizabeth Segerstrom Charitable Foundation give grants?
The Henry T and Elizabeth Segerstrom Charitable Foundation gives mostly in California: 76% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest state was New York (24%). The most frequent recipient cities were Los Angeles, CA (3 grants) and New York, NY (2 grants).
Does The Henry T and Elizabeth Segerstrom Charitable Foundation give general operating support?
Yes: 11% of The Henry T and Elizabeth Segerstrom Charitable Foundation's 2024 grants with a stated purpose (1 of 9) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Support for Artistry Programs" (8 grants).
Who are The Henry T and Elizabeth Segerstrom Charitable Foundation's largest grantees?
The Henry T and Elizabeth Segerstrom Charitable Foundation's largest 2024 grantees include University of California Berkeley ($230,000), Philharmonic Society of Oc ($225,000) and Colburn School ($200,000), according to its 2024 IRS Form 990-PF. Together they received 53% of its itemized 2024 grant dollars.
How large is The Henry T and Elizabeth Segerstrom Charitable Foundation?
The Henry T and Elizabeth Segerstrom Charitable Foundation reported $29.0M in total assets on its 2024 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $1.4M (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is The Henry T and Elizabeth Segerstrom Charitable Foundation?
The Henry T and Elizabeth Segerstrom Charitable Foundation is a private foundation focused on Recreation & Sports, based in Costa Mesa, CA. It holds $29.0M in total assets as of 2024.
What is The Henry T and Elizabeth Segerstrom Charitable Foundation's EIN?
The Henry T and Elizabeth Segerstrom Charitable Foundation's EIN (Employer Identification Number) is 47-2574780. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated October 2026. Sourced from IRS Form 990-PF filings.
Data update history
(6)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS September 23, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS August 9, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work The Henry T and Elizabeth Segerstrom Charitable Foundation funds
Recreation & Sports Open opportunities, soonest deadline first.
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Browse active grant opportunities in The Henry T and Elizabeth Segerstrom Charitable Foundation's focus areas in our free grants database
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