The Segerstrom Foundation

COSTA MESA, CA EIN: 33-0269599

The Segerstrom Foundation is a private family foundation established in 1987 and based in Costa Mesa, California. The foundation is designated as a 501(c)(3) organization and has been tax-exempt since March 1988.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$14.9M

+3.8% YoY

Annual Giving

$743K

+19.6% YoY

Grant Count

14

+16.7% YoY

Avg Grant Size

$53K

+2.5% YoY

Under IRS private-foundation payout rules, The Segerstrom Foundation reported a distributable amount of $720K for 2024 — the minimum it must pay out in qualifying distributions.

Research compiled by Grantable AI from public sources. Last updated April 2026.

Mission & Focus Areas

The foundation's giving primarily supports performing and other cultural arts organizations in Orange County, California. Additional funding interests include Education, Philanthropy, Voluntarism & Grantmaking, and Human Services.

Grantmaking

The foundation distributes grants ranging from $2,500 to $200,000. Based on the most recent financial data available, the foundation awarded $743,250 in total giving during its most recent fiscal year.

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Geographic Focus

Where this funder awards grants

The foundation primarily funds organizations in California, with a particular emphasis on Orange County. Secondary funding activity extends to Rhode Island.

Grant Distribution by State

4states

Cities

AnaheimCorona Del MarCosta MesaHuntington BeachIrvineLaguna BeachLos AngelesNewport BeachPittsburghSan Juan CapistranoSanta AnaTorranceTustinWarwickWashingtonWashington DcYorba Linda

Financial History

Multi-year comparison from IRS filings

Total Assets: $14,876,737

Total Annual Giving: $743,250

Revenue (2023): $690,750

Expenses (2023): $709,360

Total Assets (2023): $14,300,000

Total Liabilities (2023): $44,200

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$626K$1M$2M$3M201920202021202220232024
Metric202420232022
Total Assets$14,876,737$14,338,220$12,994,257
Revenue$975,426$690,750$153,237
Expenses$808,765$709,367$774,640
Qualifying Distributions$753,401$628,823$711,717
Net Investment Income$936,633$641,993$245,202
Distributable Amount$720,095$657,995$674,266

Giving Over Time

Total grant dollars and number of grants per year

$0$203K$405K$608K$810K20 grants201913 grants202015 grants202113 grants202212 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SOUTH COAST REPERTORY$200KPACIFIC SYMPHONY$100KSEGERSTROM CENTER FOR TH…$75KVANGUARD-SEGERSTROM CHAR…$53KLAGUNA ART MUSEUM$50KORANGE COUNTY MUSEUM OF …$50KPHILHARMONIC SOCIETY$50KFESTIVAL OF CHILDREN$40KTURNAROUND ARTS$40KBOWERS MUSEUM$35K

Grant Size Distribution

67 grants across all recorded years

41<$50K10$50–100K15$100–250K1$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include South Coast Repertory ($200,000), Pacific Symphony ($100,000), Segerstrom Center for the Arts ($75,000).

RecipientPurposeAmount
BOWERS MUSEUM SANTA ANA, CATO SUPPORT SCHOOL TOURS PROGRAM$35,000
FESTIVAL OF CHILDREN COSTA MESA, CATO SUPPORT CURRENT PROGRAMS THAT ASSIST CHILDREN$40,000
LAGUNA ART MUSEUM LAGUNA BEACH, CATO SUPPORT VARIOUS PROGRAMS$50,000
MAYFIELD ACRES OF LOVE SAN JUAN CAPISTRANO, CATO SUPPORT VARIOUS PROGRAMS$10,000
OC HUMANE SOCIETY HUNTINGTON BEACH, CATO SUPPORT CURRENT PROGRAMS$10,000
ORANGE COUNTY MUSEUM OF ART COSTA MESA, CATO SUPPORT EDUCATION PROGRAMS$50,000
PACIFIC SYMPHONY IRVINE, CATO SUPPORT THE HEARTSTRINGS PROGRAMMING$100,000
PHILHARMONIC SOCIETY IRVINE, CATO SUPPORT 2024-2025 SEASON$50,000
SEGERSTROM CENTER FOR THE ARTS COSTA MESA, CATO SUPPORT WOOLF WORKS PERFORMANCE$75,000
SOUTH COAST REPERTORY COSTA MESA, CATO SUPPORT THE 2024 THEATER FOR YOUNG AUDIENCES SERIES$200,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
BRENT TARAVELLAPRESIDENT0.55
NANCY WESTVP-GRANTS0.55
JOHN FIELDSVP-TREASURER0.1
MARY WESTBROOKSECRETARY0.1

Contact Information

Address: 3315 Fairview Road, Costa Mesa, CA 92626-1610

Telephone: 714-546-0110

EIN: 33-0269599

Frequently Asked Questions

What does The Segerstrom Foundation fund?

The foundation's giving primarily supports performing and other cultural arts organizations in Orange County, California. Additional funding interests include Education, Philanthropy, Voluntarism & Grantmaking, and Human Services.

How do I apply for a grant from The Segerstrom Foundation?

The foundation distributes grants ranging from $2,500 to $200,000. Based on the most recent financial data available, the foundation awarded $743,250 in total giving during its most recent fiscal year.

Where does The Segerstrom Foundation make grants?

The foundation primarily funds organizations in California, with a particular emphasis on Orange County. Secondary funding activity extends to Rhode Island.

What size grants does The Segerstrom Foundation award?

In 2024, The Segerstrom Foundation awarded 14 grants totaling $743K — an average of about $53K per grant, based on its IRS Form 990 filings.

How much is The Segerstrom Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Segerstrom Foundation reported a distributable amount of $720K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Segerstrom Foundation's EIN?

The Segerstrom Foundation's EIN (Employer Identification Number) is 33-0269599. IRS Form 990 filing data is available on this page for 2019–2024.

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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.

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