Segal Family Foundation Ii

Northbrook, IL
Tax-exempt since Feb. 2000
EIN: 36-4330990

Receive an email when new data is available for this organization.

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

$7.64M (2023)

Expenses

$3.2M (2023)

Total Assets

$33.4M (2023)

Total Liabilities

$0 (2023)

Years with missing data

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 Dec.
2023

Revenue

$7,637,380

Expenses

$3,199,014

Net Income

$4,438,366

Net Assets

$33,379,360

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$6,757,969	88.5%
Interest Revenue	$752	0.0%
Dividends	$619,422	8.1%
Sales of Assets	$258,066	3.4%
Other Income	$1,171	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,095,000	96.7%
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	$33,379,360
Total Liabilities	$0
Net Assets	$33,379,360

Compensation

Key Employees and Officers	Compensation	Other
Carole B Segal (Pres/Treas)	$0	$0
Harvey J Silverstone (Secretary)	$0	$0
Katherine Frekko (Director)	$0	$0
Robert Segal (Director)	$0	$0

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990-PF

Filed on July 23, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$6,066,953

Expenses

$3,434,889

Net Income

$2,632,064

Net Assets

$28,940,994

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,034,740	66.5%
Interest Revenue	$134	0.0%
Dividends	$417,866	6.9%
Sales of Assets	$1,612,851	26.6%
Other Income	$1,362	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,295,000	95.9%
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	$28,940,994
Total Liabilities	$0
Net Assets	$28,940,994

Compensation

Key Employees and Officers	Compensation	Other
Carole B Segal (Pres/Treas)	$0	$0
Harvey J Silverstone (Secretary)	$0	$0
Katherine Frekko (Director)	$0	$0
Robert Segal (Director)	$0	$0

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990-PF

Filed on June 22, 2023

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

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$3,554,229

Expenses

$3,049,911

Net Income

$504,318

Net Assets

$26,308,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,255	0.6%
Dividends	$656,323	18.5%
Sales of Assets	$2,877,460	81.0%
Other Income	$191	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,905,833	95.3%
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	$26,308,930
Total Liabilities	$0
Net Assets	$26,308,930

Compensation

Key Employees and Officers	Compensation	Other
Carole B Segal (Pres/Treas)	$0	$0
Harvey J Silverstone (Secretary)	$0	$0
Katherine Frekko (Director)	$0	$0
Robert Segal (Director)	$0	$0

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990-PF

Filed on Aug. 23, 2022

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$2,137,447

Expenses

$3,103,193

Net Income

-$965,746

Net Assets

$25,804,611

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$126,920	5.9%
Dividends	$504,226	23.6%
Sales of Assets	$1,504,986	70.4%
Other Income	$1,315	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,973,833	95.8%
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	$25,804,612
Total Liabilities	$1
Net Assets	$25,804,611

Compensation

Key Employees and Officers	Compensation	Other
Carole B Segal (Pres/Treas)	$0	$0
Harvey J Silverstone (Secretary)	$0	$0
Katherine Frekko (Director)	$0	$0
Robert Segal (Director)	$0	$0

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990-PF

Filed on June 18, 2021

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

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$3,093,961

Expenses

$3,459,604

Net Income

-$365,643

Net Assets

$26,770,358

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,697,621	54.9%
Interest Revenue	$103,368	3.3%
Dividends	$591,041	19.1%
Sales of Assets	$699,819	22.6%
Other Income	$2,112	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$3,187,658	92.1%
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	$26,770,358
Total Liabilities	$0
Net Assets	$26,770,358

990-PF

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

PDF

Fiscal Year Ending Dec.
2018

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2017

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2015

Revenue

$3,149,457

Expenses

$2,600,137

Net Income

$549,320

Net Assets

$24,349,354

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,712,501	54.4%
Interest Revenue	$70,827	2.2%
Dividends	$428,466	13.6%
Sales of Assets	$933,348	29.6%
Other Income	$4,315	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,457,583	94.5%
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	$24,349,354
Total Liabilities	$0
Net Assets	$24,349,354

990-PF

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

PDF

Fiscal Year Ending Dec.
2014

Revenue

$3,743,341

Expenses

$2,480,660

Net Income

$1,262,681

Net Assets

$23,800,034

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,161,232	31.0%
Interest Revenue	$72,788	1.9%
Dividends	$546,334	14.6%
Sales of Assets	$1,962,864	52.4%
Other Income	$123	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,314,332	93.3%
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	$23,800,034
Total Liabilities	$0
Net Assets	$23,800,034

990-PF

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

PDF

Fiscal Year Ending Dec.
2013

Revenue

$4,344,182

Expenses

$2,608,593

Net Income

$1,735,589

Net Assets

$22,537,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,483,745	34.2%
Interest Revenue	$73,368	1.7%
Dividends	$369,449	8.5%
Sales of Assets	$2,417,947	55.7%
Other Income	-$327

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,530,947	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	$22,537,353
Total Liabilities	$0
Net Assets	$22,537,353

990-PF

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$1,015,259

Expenses

$1,620,343

Net Income

-$605,084

Net Assets

$20,801,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$4,193	0.4%
Interest Revenue	$45,300	4.5%
Dividends	$441,893	43.5%
Sales of Assets	$525,778	51.8%
Other Income	-$1,905

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$1,567,446	96.7%
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	$20,801,764
Total Liabilities	$0
Net Assets	$20,801,764

990-PF

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,301,313

Expenses

$2,362,762

Net Income

-$1,061,449

Net Assets

$21,406,848

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$27,346	2.1%
Interest Revenue	$1,583	0.1%
Dividends	$350,866	27.0%
Sales of Assets	$939,214	72.2%
Other Income	-$17,696

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$2,256,876	95.5%
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	$21,406,848
Total Liabilities	$0
Net Assets	$21,406,848

990-PF

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

PDF

Fiscal Year Ending Dec.
2010

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2009

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2008

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2007

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2006

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2005

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2004

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2003

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2002

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

Fiscal Year Ending Dec.
2001

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

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

PDF

About This Data

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.

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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

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Segal Family Foundation Ii

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $7.64M (2023)

Expenses $3.2M (2023)

Total Assets $33.4M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

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

Document Links

990-PF

Fiscal Year Ending Dec. 2018

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2017

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2010

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2009

Revenue

$7.64M (2023)

Expenses

$3.2M (2023)

Total Assets

$33.4M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
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.
2004

Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
2002

Fiscal Year Ending Dec.
2001