Nonprofit · EIN 36-4330990
SEGAL FAMILY FOUNDATION II
Tax-exempt · NORTHBROOK, IL 60062
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,188,916 | $3,722,043 | -$1,533,127 | $31,846,233 | $0 | $31,846,233 |
| December 31, 2023 | 990-PF | $7,637,380 | $3,199,014 | $4,438,366 | $33,379,360 | $0 | $33,379,360 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $608,471
- Interest
- $3,172
- Net gain from sales of assets
- $1,475,937
- Other income
- $101,336
Expenses
- Grants and similar amounts paid
- $3,569,800
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $3,569,800
- Excise tax on investment income
- $110,443
Balance sheet and other
- Total assets, start of year
- $33,379,360
- Total assets, end of year
- $31,846,233
- Total liabilities, end of year
- $0
- Net assets, end of year
- $31,846,233
- Fair market value of assets
- $49,524,025
- Qualifying distributions
- $3,569,800
- Net investment income
- $8,042,288
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLE B SEGAL 34 WOODLEY ROAD, WINNETKA, IL 60093 | PRES/TREAS | 0 | $0 |
| HARVEY J SILVERSTONE 1474 TECHNY ROAD, NORTHBROOK, IL 60062 | SECRETARY | 0 | $0 |
| KATHERINE FREKKO 250 S BASSWOOD ROAD, LAKE FOREST, IL 60045 | DIRECTOR | 0 | $0 |
| ROBERT SEGAL 1245 WESTMOOR ROAD, WINNETKA, IL 60093 | DIRECTOR | 0 | $0 |
990-PF for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CAROLE B SEGAL 34 WOODLEY ROAD, WINNETKA, IL 60093 | PRES/TREAS | 0 | $0 |
| HARVEY J SILVERSTONE 1474 TECHNY ROAD, NORTHBROOK, IL 60062 | SECRETARY | 0 | $0 |
| KATHERINE FREKKO 250 S BASSWOOD ROAD, LAKE FOREST, IL 60045 | DIRECTOR | 0 | $0 |
| ROBERT SEGAL 1245 WESTMOOR ROAD, WINNETKA, IL 60093 | DIRECTOR | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1474 TECHNY RD, NORTHBROOK, IL 60062-5447
- In care of
- % CAROLE B SEGAL
- Signed the 990-PF
- CAROLE SEGAL, PRESIDENT
- Phone
- (847) 380-4440
- Return prepared by
- KSM BUSINESS SERVICES INC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 36-4330990
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $31,846,233
- Income (IRS master file)
- $18,072,965
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,188,916 | $3,722,043 | $31,846,233 | XML |
| 990-PF | December 2023 | $7,637,380 | $3,199,014 | $33,379,360 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 36-4330990).
Questions about SEGAL FAMILY FOUNDATION II
- What is the EIN of SEGAL FAMILY FOUNDATION II?
- The employer identification number (EIN) of SEGAL FAMILY FOUNDATION II is 36-4330990.
- Is SEGAL FAMILY FOUNDATION II tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2000.
- Are donations to SEGAL FAMILY FOUNDATION II tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does SEGAL FAMILY FOUNDATION II file?
- Form 990-PF. Private foundations file every year.
- When is the next return of SEGAL FAMILY FOUNDATION II due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SEGAL FAMILY FOUNDATION II last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of SEGAL FAMILY FOUNDATION II?
- The 990-PF for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does SEGAL FAMILY FOUNDATION II have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,188,916, expenses of $3,722,043 and total assets of $31,846,233 at year end.
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