The Henry T and Elizabeth Segerstrom Charitable Foundation

Private foundation · Grantmaker Costa Mesa, CA EIN: 47-2574780

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.

Key facts about The Henry T and Elizabeth Segerstrom Charitable Foundation

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.

EIN
47-2574780
Latest 990 filing
Form 990-PF, 2024
Annual giving (2024)
$1,230,000
Grants made (2024)
9
Average grant
$136,667
Median grant
$125,000
Total assets
$29,045,579
Primary geography
California (76% of itemized 2024 grant dollars)

Data from IRS Form 990-PF, 2024; updated October 2026.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$29.0M

+24.2% YoY

Annual Giving

$1.2M

+2.2% YoY

Grant Count

9

-10.0% YoY

Avg Grant Size

$137K

+13.6% YoY

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.

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.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

4states

Share of 2024 grant dollars across all 9 itemized grants.

Cities

Los AngelesIrvineCosta MesaNew YorkBerkeleyBurbankChicagoLong BeachNapaNew York CityOrangeWashington

Giving Over Time

Total grant dollars and number of grants per year

$0$500K$1M$1.5M1 grant2020 2 grants2021 6 grants2022 10 grants2023 9 grants2024

From 2020 to 2024, annual grant giving ranged from $200K (2020) to $1.2M (2024). In 2024 it made 9 grants totaling $1.2M.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 9 recipients in 2024

University of California Berkeley: $230KUniversity of CaliforniaBerkeley$230KPhilharmonic Society of Oc: $225KPhilharmonic Society of Oc$225KColburn School: $200KColburn School$200KTurnaround Arts California: $200KTurnaround Arts California$200KAmerican Ballet Theatre: $125KAmerican Ballet Theatre$125KMetropolitan Opera: $125KMetropolitan Opera$125KForeign Policy Association: $50KForeign Policy Association$50KRyman Arts: $50KRyman Arts$50KSave Venice: $25KSave Venice$25K

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

3<$50K5$50–100K19$100–250K1$250–500K$500K–1M$1–5M$5M+

The most common grant size was in the $100–250K range: 19 grants of 28 (68%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
University of California Berkeley Berkeley, CASupport for Artistry Programs$230,000
Philharmonic Society of Oc Irvine, CASupport for Artistry Programs$225,000
Colburn School Los Angeles, CASupport for Artistry Programs$200,000
Turnaround Arts California Los Angeles, CASupport for Artistry Programs$200,000
American Ballet Theatre New York, NYSupport for Artistry Programs$125,000
Metropolitan Opera New York City, NYSupport for Artistry Programs$125,000
Foreign Policy Association New York, NYGeneral Operating Support$50,000
Ryman Arts Los Angeles, CASupport for Artistry Programs$50,000
Save Venice Costa Mesa, CASupport for Artistry Programs$25,000

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$2M$4M$6M$8M2020 2021 2022 2023 2024
Metric202420232022
Total Assets$29,045,579$23,383,298$19,373,957
Revenue$5,772,185$6,187,260$5,912,674
Expenses$1,448,519$2,853,607$2,489,902
Qualifying Distributions$1,303,668$2,813,202$2,362,652
Net Investment Income$597,623$291,594$160,671
Distributable Amount$1,437,693$902,671$767,670

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2020 (received by the IRS September 23, 2021)
  2. Updated Form 990-PF for fiscal year 2021 (received by the IRS August 9, 2022)
  3. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 31, 2023)
  4. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 14, 2024)
  5. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
  6. IRS filings on file for fiscal years 2020–2024

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.

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