AUMdb

Barnet Segal Charitable Trust

EIN 776024786 · 501(c)(3) · Private foundation · Carmel, CA · recognized 1986

Assets
$16.5M
Revenue
$955K
Expenses
$1.0M
Investment income
$757K

Form 990 fiscal year ended 03/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
William Brodsley Trustee $84,000 $0
Stuart Berman Trustee $84,000 $0

Filing history

Fiscal year end Assets Revenue Expenses Source
03/31/2025 $16.5M $955K $1.0M 990 990PF · obj 202502249349100410 IRS ↗
03/31/2024 $16.7M $766K $986K 990 990PF · obj 202510249349100301 IRS ↗