Nonprofit · EIN 20-3999905
EVAN AND TRACY SEGAL FAMILYFOUNDATION
Tax-exempt · TIBURON, CA 94920
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $437,136 | $632,095 | -$194,959 | $539,380 | $0 | $539,380 |
| June 30, 2024 | 990-PF | $352,110 | $569,771 | -$217,661 | $734,339 | $0 | $734,339 |
| June 30, 2023 | 990-PF | $89,399 | $531,548 | -$442,149 | $952,876 | $0 | $952,876 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $18,884
- Interest
- $913
- Net gain from sales of assets
- $417,339
Expenses
- Grants and similar amounts paid
- $421,985
- Compensation of officers, directors and key employees
- $180,000
- Disbursements for charitable purposes
- $602,380
- Excise tax on investment income
- $5,874
Balance sheet and other
- Total assets, start of year
- $734,339
- Total assets, end of year
- $539,380
- Total liabilities, end of year
- $0
- Net assets, end of year
- $539,380
- Fair market value of assets
- $1,277,455
- Qualifying distributions
- $602,380
- Net investment income
- $437,136
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARLA WERNER 215 TIMBER RIDGE ROAD, PITTSBURGH, PA 15238 | EXECUTIVE DIRECTOR | 16 | $180,000 |
| EVAN J SEGAL 4 MALVINO COURT, TIBURON, CA 94920 | CHAIRMAN,VP,SECRETARY | 6 | $0 |
| TRACY P SEGAL 4 MALVINO COURT, TIBURON, CA 94920 | VICE CHAIR, PRES, TREAS. | 6 | $0 |
990-PF for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARLA WERNER 215 TIMBER RIDGE ROAD, PITTSBURGH, PA 15238 | EXECUTIVE DIRECTOR | 16 | $150,153 |
| EVAN J SEGAL 4 MALVINO COURT, TIBURON, CA 94920 | CHAIRMAN,VP,SECRETARY | 6 | $0 |
| TRACY P SEGAL 4 MALVINO COURT, TIBURON, CA 94920 | VICE CHAIR, PRES, TREAS. | 6 | $0 |
990-PF for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARLA WERNER 215 TIMBER RIDGE ROAD, PITTSBURGH, PA 15238 | EXECUTIVE DIRECTOR | 16 | $86,000 |
| EVAN J SEGAL 4 MALVINO COURT, TIBURON, CA 94920 | CHAIRMAN,VP,SECRETARY | 6 | $0 |
| TRACY P SEGAL 4 MALVINO COURT, TIBURON, CA 94920 | VICE CHAIR, PRES, TREAS. | 6 | $0 |
Address and contacts
- Address (IRS master file)
- 4 MALVINO CT, TIBURON, CA 94920-1423
- In care of
- % EVAN J SEGAL
- Signed the 990-PF
- EVAN J SEGAL, CHAIRMAN
- Phone
- (412) 973-5583
- Return prepared by
- EISNER ADVISORY GROUP LLC
California records
California keeps its own records of charities and corporations. Search them by EIN 20-3999905 or by the name EVAN AND TRACY SEGAL FAMILYFOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-3999905
- 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
- 2006
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $539,380
- Income (IRS master file)
- $608,321
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $437,136 | $632,095 | $539,380 | IRS |
| 990-PF | June 2024 | $352,110 | $569,771 | $734,339 | IRS |
| 990-PF | June 2023 | $89,399 | $531,548 | $952,876 | XML |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | IRS |
| 990-PF | June 2020 | – | – | – | IRS |
| 990-PF | June 2018 | – | – | – | 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 20-3999905).
Questions about EVAN AND TRACY SEGAL FAMILYFOUNDATION
- What is the EIN of EVAN AND TRACY SEGAL FAMILYFOUNDATION?
- The employer identification number (EIN) of EVAN AND TRACY SEGAL FAMILYFOUNDATION is 20-3999905.
- Is EVAN AND TRACY SEGAL FAMILYFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to EVAN AND TRACY SEGAL FAMILYFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EVAN AND TRACY SEGAL FAMILYFOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EVAN AND TRACY SEGAL FAMILYFOUNDATION due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EVAN AND TRACY SEGAL FAMILYFOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of EVAN AND TRACY SEGAL FAMILYFOUNDATION?
- The 990-PF for the year ended June 30, 2025 lists 3 people; 1 received compensation from the organization, the highest $180,000 (MARLA WERNER, EXECUTIVE DIRECTOR).
- How much revenue does EVAN AND TRACY SEGAL FAMILYFOUNDATION have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $437,136, expenses of $632,095 and total assets of $539,380 at year end.
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All nonprofits in TIBURON · California · Philanthropy, voluntarism and grantmaking foundations