Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 77-6024786

BARNET SEGAL CHARITABLE TRUST

Tax-exempt · CARMEL, CA 93921

Financials

$411K$992K2022$766K$986K2023$955K$1M2024
Revenue Expenses · by fiscal year end
Financials of BARNET SEGAL CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990-PF$954,973$1,043,350-$88,377$10,922,696$11,800$10,910,896
March 31, 2024990-PF$765,890$986,459-$220,569$11,011,073$11,800$10,999,273
March 31, 2023990-PF$411,040$992,486-$581,446$11,243,242$23,400$11,219,842
Financial details: 990-PF for the year ended March 31, 2025

Revenue

Dividends
$288,398
Interest
$19
Net rental income
$162,383
Net gain from sales of assets
$480,434
Other income
$1

Expenses

Grants and similar amounts paid
$720,000
Compensation of officers, directors and key employees
$168,000
Disbursements for charitable purposes
$845,229
Excise tax on investment income
$10,520

Balance sheet and other

Total assets, start of year
$11,011,073
Total assets, end of year
$10,922,696
Total liabilities, end of year
$11,800
Net assets, end of year
$10,910,896
Fair market value of assets
$16,521,050
Qualifying distributions
$845,229
Net investment income
$954,972

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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
WILLIAM BRODSLEY
PO BOX 6176, CARMEL, CA 93921
TRUSTEE10$84,000
STUART BERMAN
PO BOX 61086, PALO ALTO, CA 94036
TRUSTEE10$84,000
990-PF for the year ended March 31, 2024: 2 people
NameTitleHours / weekCompensation
WILLIAM BRODSLEY
PO BOX 6176, CARMEL, CA 93921
TRUSTEE10$84,000
STUART BERMAN
PO BOX 61086, PALO ALTO, CA 94036
TRUSTEE10$84,000
990-PF for the year ended March 31, 2023: 2 people
NameTitleHours / weekCompensation
WILLIAM BRODSLEY
PO BOX 6176, CARMEL, CA 93921
TRUSTEE10$84,000
STUART BERMAN
PO BOX 61086, PALO ALTO, CA 94036
TRUSTEE10$84,000

Address and contacts

Address (IRS master file)
PO BOX S1, CARMEL, CA 93921-1319
Signed the 990-PF
STUART BERMAN, TRUSTEE
Phone
(831) 625-1118
Return prepared by
CLIFTONLARSONALLEN LLP

California records

California keeps its own records of charities and corporations. Search them by EIN 77-6024786 or by the name BARNET SEGAL CHARITABLE TRUST.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
77-6024786
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
1986
Accounting year ends
March
Files
Form 990-PF
Assets (IRS master file)
$10,922,696
Income (IRS master file)
$2,297,400

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2025$954,973$1,043,350$10,922,696XML
990-PFMarch 2024$765,890$986,459$11,011,073XML
990-PFMarch 2023$411,040$992,486$11,243,242XML
990-PFMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-PFMarch 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 77-6024786).

Questions about BARNET SEGAL CHARITABLE TRUST

What is the EIN of BARNET SEGAL CHARITABLE TRUST?
The employer identification number (EIN) of BARNET SEGAL CHARITABLE TRUST is 77-6024786.
Is BARNET SEGAL CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
Are donations to BARNET SEGAL CHARITABLE TRUST tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does BARNET SEGAL CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of BARNET SEGAL CHARITABLE TRUST due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BARNET SEGAL CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2025.
Who are the officers and directors of BARNET SEGAL CHARITABLE TRUST?
The 990-PF for the year ended March 31, 2025 lists 2 people; 2 received compensation from the organization, the highest $84,000 (WILLIAM BRODSLEY, TRUSTEE).
How much revenue does BARNET SEGAL CHARITABLE TRUST have?
On its 990-PF for the year ended March 31, 2025 it reported revenue of $954,973, expenses of $1,043,350 and total assets of $10,922,696 at year end.

Other nonprofits in CARMEL

All nonprofits in CARMEL · California