Hal And Jeanette Segerstrom Family Foundation

Costa Mesa, CA
Tax-exempt since Feb. 2001
EIN: 33-0925151

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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 Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$807k (2024)

Expenses

$1.02M (2024)

Total Assets

$2.63M (2024)

Total Liabilities

$0 (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Dec.
2024

Revenue

$806,753

Expenses

$1,018,876

Net Income

-$212,123

Net Assets

$2,629,719

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$400,000	49.6%
Interest Revenue	$12	0.0%
Dividends	$85,038	10.5%
Sales of Assets	$321,703	39.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,000,800	98.2%
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	$2,629,719
Total Liabilities	$0
Net Assets	$2,629,719

Compensation

Key Employees and Officers	Compensation	Other
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice President)	$0	$0
Sandra Segerstrom Daniels (Treasurer)	$0	$0
Susan J Segerstrom Perry (Secretary)	$0	$0

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990-PF

Filed on Nov. 12, 2025

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2023

Revenue

$193,976

Expenses

$1,030,892

Net Income

-$836,916

Net Assets

$2,843,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$95,138	49.0%
Sales of Assets	$98,833	51.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,000,000	97.0%
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	$2,843,432
Total Liabilities	$0
Net Assets	$2,843,432

Compensation

Key Employees and Officers	Compensation	Other
Susan J Segerstrom Perry (Secretary)	$0	$0
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice President)	$0	$0
Sandra Segerstrom Daniels (Treasurer)	$0	$0

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990-PF

Filed on May 15, 2024

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$339,143

Expenses

$679,412

Net Income

-$340,269

Net Assets

$3,680,304

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$64	0.0%
Dividends	$120,371	35.5%
Sales of Assets	$218,708	64.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$650,000	95.7%
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	$3,680,304
Total Liabilities	$0
Net Assets	$3,680,304

Compensation

Key Employees and Officers	Compensation	Other
Susan J Segerstrom Perry (Secretary)	$0	$0
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice President)	$0	$0
Sandra Segerstrom Daniels (Treasurer)	$0	$0

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990-PF

Filed on May 4, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$494,883

Expenses

$688,042

Net Income

-$193,159

Net Assets

$4,020,573

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7	0.0%
Dividends	$104,732	21.2%
Sales of Assets	$390,144	78.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$656,500	95.4%
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	$4,020,573
Total Liabilities	$0
Net Assets	$4,020,573

Compensation

Key Employees and Officers	Compensation	Other
Susan J Segerstrom Perry (Secretary)	$0	$0
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice President)	$0	$0
Sandra Segerstrom Daniels (Treasurer)	$0	$0

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990-PF

Filed on Aug. 2, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2020

Revenue

$55,142

Expenses

$1,097,560

Net Income

-$1,042,418

Net Assets

$4,213,731

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$15,000	27.2%
Interest Revenue	$11	0.0%
Dividends	$94,105	> 100%
Sales of Assets	$0
Other Income	$2,048	3.7%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,072,215	97.7%
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	$4,213,732
Total Liabilities	$1
Net Assets	$4,213,731

Compensation

Key Employees and Officers	Compensation	Other
Susan J Segerstrom Perry (Secretary)	$0	$0
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice Pres.)	$0	$0
Sandra Segerstrom Daniels (Treasurer)	$0	$0

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990-PF

Filed on May 12, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$210,204

Expenses

$686,444

Net Income

-$476,240

Net Assets

$5,256,149

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$25,000	11.9%
Interest Revenue	$6	0.0%
Dividends	$145,963	69.4%
Sales of Assets	$29,826	14.2%
Other Income	$9,409	4.5%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$659,000	96.0%
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	$5,256,150
Total Liabilities	$1
Net Assets	$5,256,149

Compensation

Key Employees and Officers	Compensation	Other
Susan J Segerstrom Perry (Secretary)	$0	$0
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice Preside)	$0	$0
Sandra Segerstrom Daniels (Cfo)	$0	$0

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990-PF

Filed on July 20, 2021

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2018

Revenue

$512,137

Expenses

$1,593,378

Net Income

-$1,081,241

Net Assets

$5,732,390

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$20,402	4.0%
Interest Revenue	$10	0.0%
Dividends	$165,365	32.3%
Sales of Assets	$314,968	61.5%
Other Income	$11,392	2.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,559,000	97.8%
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	$5,732,390
Total Liabilities	$0
Net Assets	$5,732,390

Compensation

Key Employees and Officers	Compensation	Other
Susan J Segerstrom Perry (Secretary)	$0	$0
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice Preside)	$0	$0
Sandra Segerstrom Daniels (Cfo)	$0	$0

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990-PF

Filed on May 14, 2019

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$309,572

Expenses

$705,406

Net Income

-$395,834

Net Assets

$6,813,631

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30,000	9.7%
Interest Revenue	$3	0.0%
Dividends	$163,265	52.7%
Sales of Assets	$100,637	32.5%
Other Income	$15,667	5.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$659,000	93.4%
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	$6,813,631
Total Liabilities	$0
Net Assets	$6,813,631

Compensation

Key Employees and Officers	Compensation	Other
Susan J Segerstrom Perry (Secretary)	$0	$0
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice President)	$0	$0
Sandra Segerstrom Daniels (Cfo)	$0	$0

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990-PF

Filed on May 29, 2018

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$1,581,542

Expenses

$696,562

Net Income

$884,980

Net Assets

$7,209,465

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,107,956	70.1%
Interest Revenue	$4	0.0%
Dividends	$146,352	9.3%
Sales of Assets	$324,730	20.5%
Other Income	$2,500	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$656,500	94.2%
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	$7,209,465
Total Liabilities	$0
Net Assets	$7,209,465

Compensation

Key Employees and Officers	Compensation	Other
Susan J Segerstrom Perry (Secretary)	$0	$0
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice President)	$0	$0
Sandra Segerstrom Daniels (Cfo)	$0	$0

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990-PF

Filed on May 8, 2017

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2015

Revenue

$1,082,483

Expenses

$689,557

Net Income

$392,926

Net Assets

$6,324,485

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$652,500	60.3%
Interest Revenue	$3	0.0%
Dividends	$161,924	15.0%
Sales of Assets	$268,056	24.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$659,589	95.7%
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	$6,324,485
Total Liabilities	$0
Net Assets	$6,324,485

Compensation

Key Employees and Officers	Compensation	Other
Susan J Segerstrom Perry (Secretary)	$0	$0
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice President)	$0	$0
Sandra Segerstrom Daniels (Cfo)	$0	$0

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990-PF

Filed on May 11, 2016

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

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$1,232,835

Expenses

$652,317

Net Income

$580,518

Net Assets

$5,931,559

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$975,000	79.1%
Interest Revenue	$3	0.0%
Dividends	$133,105	10.8%
Sales of Assets	$124,727	10.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$631,465	96.8%
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	$5,931,559
Total Liabilities	$0
Net Assets	$5,931,559

Compensation

Key Employees and Officers	Compensation	Other
Susan J Segerstrom Perry (Secretary)	$0	$0
Theodore Walter Segerstrom (President)	$0	$0
Sally Eileen Segerstrom (Vice President)	$0	$0
Sandra Segerstrom Daniels (Cfo)	$0	$0

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990-PF

Filed on May 11, 2015

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$511,632

Expenses

$1,029,096

Net Income

-$517,464

Net Assets

$5,351,041

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$330,020	64.5%
Interest Revenue	$3	0.0%
Dividends	$160,828	31.4%
Sales of Assets	$20,781	4.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,007,610	97.9%
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	$5,351,041
Total Liabilities	$0
Net Assets	$5,351,041

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

-$229,059

Expenses

$935,241

Net Income

-$1,164,300

Net Assets

$5,868,505

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2
Dividends	$180,947
Sales of Assets	$0
Other Income	$50,178

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$883,085	94.4%
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	$5,868,505
Total Liabilities	$0
Net Assets	$5,868,505

990-PF

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

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$730,209

Expenses

$976,390

Net Income

-$246,181

Net Assets

$7,032,805

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$207,757	28.5%
Sales of Assets	$514,288	70.4%
Other Income	$8,162	1.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$874,960	89.6%
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	$7,032,805
Total Liabilities	$0
Net Assets	$7,032,805

What Is This Data?

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.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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Updated March 23, 2026

Hal And Jeanette Segerstrom Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $807k (2024)

Expenses $1.02M (2024)

Total Assets $2.63M (2024)

Total Liabilities $0 (2024)

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$807k (2024)

Expenses

$1.02M (2024)

Total Assets

$2.63M (2024)

Total Liabilities

$0 (2024)

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

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2022

Fiscal Year Ending Dec.
2021

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2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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2002

Fiscal Year Ending Dec.
2001