Evan And Tracy Segal Familyfoundation

Tiburon, CA
Tax-exempt since May 2006
EIN: 20-3999905

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Grantmaking Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$89.4k (2023)

Expenses

$532k (2023)

Total Assets

$953k (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending June
2023

Revenue

$89,399

Expenses

$531,548

Net Income

-$442,149

Net Assets

$952,876

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$55,133	61.7%
Interest Revenue	$4,400	4.9%
Dividends	$30,562	34.2%
Sales of Assets	-$696
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$513,544	96.6%
Compensation of Officers*	$86,000	16.2%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$952,876
Total Liabilities	$0
Net Assets	$952,876

Compensation

Key Employees and Officers	Compensation	Other
Marla Werner (Executive Director)	$86,000	$0
Evan J Segal (Chairman,Vp,Secretary)	$0	$0
Tracy P Segal (Vice Chair, Pres, Treas.)	$0	$0

990-PF

Filed on April 24, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending June
2022

Revenue

$1,074,621

Expenses

$492,379

Net Income

$582,242

Net Assets

$1,395,025

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,050,000	97.7%
Interest Revenue	$943	0.1%
Dividends	$23,678	2.2%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$471,588	95.8%
Compensation of Officers*	$125,000	25.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,395,025
Total Liabilities	$0
Net Assets	$1,395,025

Compensation

Key Employees and Officers	Compensation	Other
Marla Werner (Executive Director)	$125,000	$0
Evan J Segal (Chairman,Vp,Secretary)	$0	$0
Tracy P Segal (Vice Chair, Pres, Treas.)	$0	$0

990-PF

Filed on March 20, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2021

Revenue

$352,728

Expenses

$318,287

Net Income

$34,441

Net Assets

$812,783

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$264,340	74.9%
Interest Revenue	$16	0.0%
Dividends	$19,031	5.4%
Sales of Assets	$69,341	19.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$303,571	95.4%
Compensation of Officers*	$93,720	29.4%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$812,783
Total Liabilities	$0
Net Assets	$812,783

Compensation

Key Employees and Officers	Compensation	Other
Marla Werner (Executive Director)	$93,720	$0
Evan J Segal (Chairman,Vp,Secretary)	$0	$0
Tracy P Segal (Vice Chair, Pres, Treas.)	$0	$0

990-PF

Filed on March 8, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2020

Revenue

$419,793

Expenses

$453,681

Net Income

-$33,888

Net Assets

$778,341

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$361,500	86.1%
Interest Revenue	$170	0.0%
Dividends	$26,426	6.3%
Sales of Assets	$31,697	7.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$439,067	96.8%
Compensation of Officers*	$55,920	12.3%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$778,342
Total Liabilities	$1
Net Assets	$778,341

Compensation

Key Employees and Officers	Compensation	Other
Marla Werner (Executive Director)	$55,920	$0
Evan J Segal (Chairman,Vp,Secretary)	$0	$0
Tracy P Segal (Vice Chair, Pres, Treas.)	$0	$0

990-PF

Filed on May 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending June
2019

Revenue

$350,122

Expenses

$398,712

Net Income

-$48,590

Net Assets

$812,229

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$283,000	80.8%
Interest Revenue	$230	0.1%
Dividends	$32,541	9.3%
Sales of Assets	$34,351	9.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$385,963	96.8%
Compensation of Officers*	$38,264	9.6%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$812,230
Total Liabilities	$1
Net Assets	$812,229

Compensation

Key Employees and Officers	Compensation	Other
Marla Werner (Executive Director)	$38,264	$0
Evan J Segal (Chairman,Vp,Secretary)	$0	$0
Tracy P Segal (Vice Chair, Pres, Treas.)	$0	$0

990-PF

Filed on July 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2018

Revenue

$88,248

Expenses

$148,502

Net Income

-$60,254

Net Assets

$860,820

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$66,500	75.4%
Interest Revenue	$134	0.2%
Dividends	$27,746	31.4%
Sales of Assets	-$6,132
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$136,063	91.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$860,820
Total Liabilities	$0
Net Assets	$860,820

Compensation

Key Employees and Officers	Compensation	Other
Evan J Segal (Chairman,Vp,Secretary)	$0	$0
Tracy P Segal (Vice Chair, Pres, Treas.)	$0	$0

990-PF

Filed on May 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2017

Revenue

$67,752

Expenses

$153,077

Net Income

-$85,325

Net Assets

$921,074

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$72	0.1%
Dividends	$28,507	42.1%
Sales of Assets	$39,173	57.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$139,676	91.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$921,074
Total Liabilities	$0
Net Assets	$921,074

Compensation

Key Employees and Officers	Compensation	Other
Evan J Segal (Chairman,Vp,Secretary)	$0	$0
Tracy P Segal (Vice Chair, Pres, Treas.)	$0	$0

990-PF

Filed on March 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2016

Revenue

$43,615

Expenses

$100,568

Net Income

-$56,953

Net Assets

$1,006,399

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51	0.1%
Dividends	$30,687	70.4%
Sales of Assets	$12,877	29.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$86,764	86.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,006,399
Total Liabilities	$0
Net Assets	$1,006,399

Compensation

Key Employees and Officers	Compensation	Other
Evan J Segal (Chairman,Vp,Secretary)	$0	$0
Tracy P Segal (Vice Chair, Pres, Treas.)	$0	$0

990-PF

Filed on May 1, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2015

Revenue

$45,051

Expenses

$93,065

Net Income

-$48,014

Net Assets

$1,063,352

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.1%
Dividends	$33,820	75.1%
Sales of Assets	$11,208	24.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,555	86.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,063,352
Total Liabilities	$0
Net Assets	$1,063,352

Compensation

Key Employees and Officers	Compensation	Other
Evan J Segal (Chairman,Vp,Secretary)	$0	$0
Tracy P Segal (Vice Chair, Pres, Treas.)	$0	$0

990-PF

Filed on May 9, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2014

Revenue

$43,769

Expenses

$79,902

Net Income

-$36,133

Net Assets

$1,111,366

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$650	1.5%
Interest Revenue	$9	0.0%
Dividends	$37,191	85.0%
Sales of Assets	$5,919	13.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,109	82.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,111,366
Total Liabilities	$0
Net Assets	$1,111,366

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2013

Revenue

$49,081

Expenses

$76,724

Net Income

-$27,643

Net Assets

$1,147,498

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$16	0.0%
Dividends	$41,366	84.3%
Sales of Assets	$7,699	15.7%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,450	89.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,147,499
Total Liabilities	$1
Net Assets	$1,147,498

990-PF

Filed on July 2, 2014

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending June
2012

Revenue

-$28,545

Expenses

$72,364

Net Income

-$100,909

Net Assets

$1,175,141

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11
Dividends	$28,705
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$68,625	94.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,175,142
Total Liabilities	$1
Net Assets	$1,175,141

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Revenue

$29,741

Expenses

$93,163

Net Income

-$63,422

Net Assets

$1,276,051

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$41	0.1%
Dividends	$29,364	98.7%
Sales of Assets	$336	1.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$92,104	98.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,276,051
Total Liabilities	$0
Net Assets	$1,276,051

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Updated June 30, 2025

Evan And Tracy Segal Familyfoundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $89.4k (2023)

Expenses $532k (2023)

Total Assets $953k (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending June 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending June 2011

Extracted Financial Data

Revenue

$89.4k (2023)

Expenses

$532k (2023)

Total Assets

$953k (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006