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Nonprofit · EIN 33-0925151

HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION

Tax-exempt · COSTA MESA, CA 92626

Financials

$194K$1M2023$807K$1M2024$732K$1M2025
Revenue Expenses · by fiscal year end
Financials of HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$732,117$1,030,364-$298,247$2,331,472$0$2,331,472
December 31, 2024990-PF$806,753$1,018,876-$212,123$2,629,719$0$2,629,719
December 31, 2023990-PF$193,976$1,030,892-$836,916$2,843,432$0$2,843,432
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$400,000
Dividends
$58,318
Interest
$16,004
Net gain from sales of assets
$257,795

Expenses

Grants and similar amounts paid
$1,000,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$1,003,325
Excise tax on investment income
$4,354

Balance sheet and other

Total assets, start of year
$2,629,719
Total assets, end of year
$2,331,472
Total liabilities, end of year
$0
Net assets, end of year
$2,331,472
Fair market value of assets
$3,561,117
Qualifying distributions
$1,003,325
Net investment income
$333,124

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 December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
THEODORE WALTER SEGERSTROM
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
PRESIDENT1$0
SALLY EILEEN SEGERSTROM
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
VICE PRESIDENT1$0
SANDRA SEGERSTROM DANIELS
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
TREASURER1$0
SUSAN J SEGERSTROM PERRY
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
SECRETARY1$0
990-PF for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
THEODORE WALTER SEGERSTROM
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
PRESIDENT1$0
SALLY EILEEN SEGERSTROM
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
VICE PRESIDENT1$0
SANDRA SEGERSTROM DANIELS
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
TREASURER1$0
SUSAN J SEGERSTROM PERRY
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
SECRETARY1$0
990-PF for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
SUSAN J SEGERSTROM PERRY
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
SECRETARY1$0
THEODORE WALTER SEGERSTROM
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
PRESIDENT1$0
SALLY EILEEN SEGERSTROM
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
VICE PRESIDENT1$0
SANDRA SEGERSTROM DANIELS
3315 FAIRVIEW ROAD, COSTA MESA, CA 92626
TREASURER1$0

Address and contacts

Address (IRS master file)
3315 FAIRVIEW RD, COSTA MESA, CA 92626-1610
In care of
% JEANETTE E SEGERSTROM
Signed the 990-PF
SANDRA SEGERSTROM DANIELS, TREASURER
Phone
(949) 675-3490
Return prepared by
ARMANINO ADVISORY LLC

California records

California keeps its own records of charities and corporations. Search them by EIN 33-0925151 or by the name HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION.

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
33-0925151
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
2001
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$2,331,472
Income (IRS master file)
$1,618,350

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$732,117$1,030,364$2,331,472XML
990-PFDecember 2024$806,753$1,018,876$2,629,719XML
990-PFDecember 2023$193,976$1,030,892$2,843,432XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2019–––IRS
990-PFDecember 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 33-0925151).

Questions about HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION

What is the EIN of HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION?
The employer identification number (EIN) of HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION is 33-0925151.
Is HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
Are donations to HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does HAL AND JEANETTE SEGERSTROM FAMILY FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $732,117, expenses of $1,030,364 and total assets of $2,331,472 at year end.

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