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· Private foundation

Barnet Segal Charitable Trust

Its FY2025 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$720k
Granted FY2025still arriving
24
Grants FY2025still arriving
1
States reached
$200k
Largest
01What it funds
0198% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2025.

Environment$1.2MArts & Culture$614kEducation$491kHealth$327kYouth Development$298kFood & Nutrition$261kHuman Services$198kCrime & Legal$140kOther$0
02FY2025 · 24 grants

Where the money goes

Grants by size, and the largest recipients.

By grant size · FY2025

  • Under $10k15 grants · $75k
  • $10k–50k5 grants · $75k
  • $50k–250k4 grants · $570k
$5,000
Median grant
1
States reached
$11M
Total assets
Largest grants
RecipientAmount
BIG SUR LAND TRUST$200,000
ELKHORN SLOUGH FOUNDATION$150,000
CARMEL-BY-THE-SEA PUBLIC LIBRARY FOUNDATION$150,000
PACIFIC REPERATORY THEATRE$70,000
AG LAND TRUST$25,000
MONTEREY COUNTY LAND WATCH$15,000
FOOD BANK FOR MONTEREY COUNTY$15,000
CARMEL FOUNDATION$10,000
HARMONY AT HOME$10,000
MONTEREY COUNTY POPS INC$5,000
CENTRAL COAST VNA & HOSPICE$5,000
UPWELLGARDEN$5,000
BATCH FESTIVAL$5,000
4 DENTISTRY$5,000
CLASSIC GUITAR SOCIETY OF CARMEL$5,000
02The need
03

Does the money reach high-need areas?

Each grant placed by the hardship in its grantee’s ZIP, against the area’s typical level.

show:

Its human-services grants (FY23–25, $135k) land where the poverty rate runs at 12%, against an area that typically sits at 7%. 100% of those dollars go to grantees based in above-average-need neighborhoods. Most of its grants land in higher-need ZIPs.

area typical 7%HARMONY AT HOME: $15k → 12%HARMONY AT HOME: $10k → 12%HARMONY AT HOME: $10k → 12%CARMEL FOUNDATION: $25k → 12%CARMEL FOUNDATION: $15k → 12%CARMEL FOUNDATION: $10k → 12%GATEWAY CENTER OF MONTEREY COUNTY INC: $25k → 12%GATEWAY CENTER OF MONTEREY COUNTY INC: $5k → 12%INDEPENDENT TRANSPORTATION NETWORK MONTEREY COUNTY: $10k → 12%ALLIANCE ON AGING: $5k → 12%ALLIANCE ON AGING: $5k → 12%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

90%of every dollar goes to organizations it has funded before.
$3.5M · 65 repeat orgs$390k to everyone else

Grantees it renews have grown median revenue +55% since the first grant, against +14% for those funded once.

65 repeat relationships: 22 still active in FY2025, 43 since wound down; 2 grantees were first funded in FY2025 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

65
54

Total granted

$3.5M
$380k

Median revenue growth · since first grant

+55%
+14%

Still filing today

63%
52%

New vs renewed · share of each year

In FY2025, 99% of grant dollars renewed an existing relationship; $10k went to new ones.

50%100%’17’20’22’23’24’25
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’20’22’23’24’25
Arts & CultureHuman ServicesYouth DevelopmentHealthEducationEnvironmentOther
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). The earliest year is left-censored: relationships that predate the data read as new. Theme is the grantee’s IRS cause.

Backed again, and grew

  • BS
    Big Sur Land Trust
    5× · 2017–2025 · $452k · revenue +101%
  • ES
    Elkhorn Slough Foundation
    4× · 2017–2025 · $343k · revenue +224%
  • CP
    CARMEL PUBLIC LIBRARY FOUNDATION
    6× · 2017–2025 · $200k · revenue +930%

Funded once

  • CS
    CALIFORNIA STATE UNIVERSITY OF MONTEREY BAY FOUNDATION
    one grant, 2017 · $50k
  • MH
    MONTAGE HEALTHgraduated
    one grant, 2017 · $50k · revenue +538%
  • CM
    CHOMP/ MONTAGUE HEALTH FOUNDATION
    one grant, 2022 · $20k
How this is measured

Repeat means funded in two or more distinct years. Growth and survival are read from each grantee’s own subsequent IRS filings.

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. A resemblance in what they say they do, not a recommendation.

1
Monterey Bay Economic Partnership Inc

To improve the economic health and quality of life in the monterey bay region.

Community Improvement
2
Monterey Bay Aquarium Research Institute
—
3
Monterey County Film Commission

To inspire and facilitate film and media production throughout monterey county, creating positive economic impact.

Arts & Culture
4
Monterey Peninsula Ballet Theatre Corp

Fostering the passion and development of local youth through the performing arts, where talents and life skills may grow in an inspiring and nurturing environment.

Arts & Culture
5
Santa Cruz Local Inc

Independent nonpartisan newsroom serving Santa Cruz County, California we are all watching and engaged in our local government, our needs are addressed, democracy works better and our community is stronger.

—
6
Marin Humane Society

Marin humane transforms lives through exceptional animal care, humane education, and advocacy. every day, marin humane inspires compassion and positive relationships between people and animals.

Animals
7
The Land Trust for Santa Barbara County

To conserve natural resources, agricultural land and open spaces for present and future generations.

Environment
8
Marin Academy

Marin academy asks every individual to think, question, and create in an environment of encouragement and compassion, and challenges each person to accept the responsibilities posed by education in a democratic society.

Education
9
California Coastkeeper dba California Coastkeeper Alliance

California Coastkeeper Alliance unites Waterkeeper programs statewide to fight for swimmable, fishable, and drinkable waters for all Californians.

Environment
10
Community Foundation for Monterey County

To inspire philanthropy and be a catalyst for strengthening communities throughout monterey county.

Philanthropy
11
Coastwalk

To ensure the right of the public to access and respectfully enjoy the California Coast. To work for the completion of the California Coastal Trail and to educate the public about the coast and ocean resources.

—
12
Santa Cruz Community Farmers Market

To serve our community by providing direct access to sustainable sources of fresh produce and other unique foods, and provide education about food issues, both local and beyond.

—
How this is measured
The grantee most central to the portfolio’s shape is Land Trust of Santa Cruz County; the most unlike its peers is Carmel Art Association. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.
04the grantee network

70 grantees tracked through their own filings, 2017–2026.

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2026, not grant rows in a single year, so this will not match the grant count on the cover. 70 of the 121 grantees resolved in that span have returns of their own we could reconcile.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

1
Load-bearing (≥25% of a budget)
23
Early backer (in before they grew)
69/70
Grantees still filing
55/70
Grew since first funded

Where the money sits, by cause and then by grantee

CARMEL PUBLIC LIBRARY FOUNDATION: $200,000 · OtherCARMEL PUBLIC LIBRARY FOUNDATIONPACIFIC REPERTORY THEATRE: $190,000 · OtherPACIFIC REPERTORY THEATREPACIFIC REPERTORY THEATER: $185,000 · OtherPACIFIC REPERTORY THEATERFOOD BANK FOR MONTEREY COUNTY: $100,000 · OtherFOOD BANK FOR MONTEREY COUNTYNEW TEACHER CENTER MENTOR PROGRAM: $65,000 · OtherLEGAL SERVICES FOR SENIORS: $95,000 · OtherPLANNED PARENTHOOD ADVOCATES MAR MONTE INC: $85,000 · Other+71 more: $924,000 · Other+71 moreBig Sur Land Trust: $452,000 · EnvironmentBig Sur Land TrustAG LAND TRUST: $105,000 · EnvironmentAG LAND TRUSTMonterey County Land Watch: $105,000 · EnvironmentMonterey County Land Wa…LAND TRUST OF SANTA CRUZ COUNTY: $75,000 · EnvironmentLAND TRUST OF SANTA CRU…Friends of Mission Trail Nature Preserve: $40,000 · EnvironmentVENTANA WILDERNESS ALLIANCE: $30,000 · EnvironmentElkhorn Slough Foundation: $343,000 · PhilanthropyElkhorn Sl…The Carmel Foundation: $100,000 · Human ServicesHARMONY AT HOME: $60,000 · Human ServicesALLIANCE ON AGING INC: $45,000 · Human ServicesGATEWAY CENTER OF MONTEREY COUNTY INC: $30,000 · Human ServicesITN MONTEREY COUNTY: $10,000 · Human Services+3 more: $15,000 · Human ServicesSHINE TOGETHER INC: $130,000 · Youth DevelopmentGirls Incorporated of the Central Coast: $55,000 · Youth DevelopmentCARMEL YOUTH CENTER INC: $30,000 · Youth DevelopmentGIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST: $10,000 · Youth Development+3 more: $15,000 · Youth DevelopmentPLANNED PARENTHOOD MAR MONTE INC: $55,000 · HealthNATIVIDAD MEDICAL FOUNDATION: $55,000 · HealthMONTAGE HEALTH: $50,000 · HealthCOASTAL KIDS HOME CARE: $37,500 · HealthCENTRAL COAST VNA & HOSPICE INC: $20,000 · HealthBlind & Visually Impaired Center of Monterey County: $10,000 · Health+1 more: $1,000 · HealthCarmel Art Association: $55,000 · Arts & CultureYOUTH MUSIC MONTEREY: $30,000 · Arts & CultureYOUTH ARTS COLLECTIVE INC: $20,000 · Arts & CultureMONTEREY COUNTY POPS: $15,000 · Arts & CultureSUNSET CULTURAL CENTER INC: $10,000 · Arts & Culture+9 more: $25,000 · Arts & Culture
Other$1,844,000Environment$807,000Philanthropy$343,000Human Services$260,000Youth Development$240,000Health$228,500Arts & Culture$155,000

Each grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's share of their budgetBig Sur Land Trust: $452,000 over 5y, 1.1% of budgetElkhorn Slough Foundation: $343,000 over 4y, 1.8% of budgetCARMEL PUBLIC LIBRARY FOUNDATION: $200,000 over 6y, 1.7% of budgetPACIFIC REPERTORY THEATRE: $190,000 over 3y, 1.0% of budgetSHINE TOGETHER INC: $130,000 over 5y, 2.1% of budgetAG LAND TRUST: $105,000 over 4y, 2.2% of budgetMonterey County Land Watch: $105,000 over 5y, 5.3% of budgetThe Carmel Foundation: $100,000 over 6y, 1.2% of budgetFOOD BANK FOR MONTEREY COUNTY: $100,000 over 6y, 0.1% of budgetLEGAL SERVICES FOR SENIORS: $95,000 over 5y, 2.4% of budgetPLANNED PARENTHOOD ADVOCATES MAR MONTE INC: $85,000 over 3y, 1.7% of budgetLAND TRUST OF SANTA CRUZ COUNTY: $75,000 over 2y, 0.3% of budgetHARMONY AT HOME: $60,000 over 6y, 0.5% of budgetCarmel Art Association: $55,000 over 6y, 4.4% of budgetPLANNED PARENTHOOD MAR MONTE INC: $55,000 over 2y, 0.0% of budgetNATIVIDAD MEDICAL FOUNDATION: $55,000 over 3y, 1.2% of budgetGirls Incorporated of the Central Coast: $55,000 over 4y, 2.6% of budgetSociety for the Prevention of Cruelty to Animals for Monterey County: $50,000 over 4y, 0.1% of budgetMONTAGE HEALTH: $50,000 over 1y, 0.3% of budgetALLIANCE ON AGING INC: $45,000 over 5y, 0.8% of budgetFriends of Mission Trail Nature Preserve: $40,000 over 6y, 46% of budgetCOASTAL KIDS HOME CARE: $37,500 over 5y, 0.7% of budgetVETERANS TRANSITION CENTER OF CALIFORNIA: $35,000 over 4y, 0.5% of budgetVENTANA WILDERNESS ALLIANCE: $30,000 over 4y, 2.4% of budgetYOUTH MUSIC MONTEREY: $30,000 over 5y, 2.5% of budgetCARMEL YOUTH CENTER INC: $30,000 over 4y, 6.0% of budgetGATEWAY CENTER OF MONTEREY COUNTY INC: $30,000 over 2y, 0.3% of budgetTHE YORK SCHOOL: $25,000 over 4y, 0.1% of budgetHARTNELL COLLEGE FOUNDATION: $25,000 over 3y, 0.2% of budgetPEACE OF MIND DOG RESCUE: $20,000 over 2y, 0.5% of budgetCourt Appointed Special Advocates of Monterey County Inc: $20,000 over 2y, 0.6% of budgetCENTRAL COAST VNA & HOSPICE INC: $20,000 over 4y, 0.0% of budgetYOUTH ARTS COLLECTIVE INC: $20,000 over 4y, 1.8% of budgetNEW TEACHER CENTER: $15,000 over 1y, 0.0% of budgetMONTEREY COUNTY POPS: $15,000 over 3y, 3.5% of budgetVENTANA WILDLIFE SOCIETY: $15,000 over 2y, 0.4% of budgetMonterey Institute for Research in Astronomy: $13,000 over 4y, 1.3% of budgetSUNSET CULTURAL CENTER INC: $10,000 over 2y, 0.2% of budgetMEALS ON WHEELS OF THE SALINAS VALLEY: $10,000 over 2y, 0.3% of budgetMEALS ON WHEELS OF THE MONTEREY PENINSULA INC: $10,000 over 2y, 0.1% of budgetREAD TO ME PROJECT: $10,000 over 2y, 1.1% of budgetCARMEL CARES: $10,000 over 1y, 1.9% of budgetFOUNDATION FOR MO COUNTY FREE LIBRARIES: $10,000 over 2y, 1.7% of budgetBlind & Visually Impaired Center of Monterey County: $10,000 over 1y, 1.5% of budgetITN MONTEREY COUNTY: $10,000 over 1y, 1.6% of budgetGIRL SCOUTS OF CALIFORNIA'S CENTRAL COAST: $10,000 over 1y, 0.2% of budgetRANCHO CIELO INC: $5,000 over 1y, 0.1% of budgetThe Star Foundation: $5,000 over 1y, 1.6% of budget
Grantee by grantee: a decade per organization, before and after funding

A decade per grantee: revenue shaded, grants as bars, all rows on one timeline.

  • Who funds Big Sur Land Trust ↗
  • Who funds Elkhorn Slough Foundation ↗
  • Who funds CARMEL PUBLIC LIBRARY FOUNDATION ↗
  • Who funds PACIFIC REPERTORY THEATRE ↗
  • Who funds SHINE TOGETHER INC ↗
  • Who funds AG LAND TRUST ↗
  • Who funds Monterey County Land Watch ↗
  • Who funds The Carmel Foundation ↗
  • Who funds FOOD BANK FOR MONTEREY COUNTY ↗
  • Who funds LEGAL SERVICES FOR SENIORS ↗
  • Who funds PLANNED PARENTHOOD ADVOCATES MAR MONTE INC ↗
  • Who funds LAND TRUST OF SANTA CRUZ COUNTY ↗
  • Who funds HARMONY AT HOME ↗
  • Who funds Carmel Art Association ↗
  • Who funds PLANNED PARENTHOOD MAR MONTE INC ↗
  • Who funds NATIVIDAD MEDICAL FOUNDATION ↗
  • Who funds Girls Incorporated of the Central Coast ↗
  • Who funds Society for the Prevention of Cruelty to Animals for Monterey County ↗
  • Who funds MONTAGE HEALTH ↗
  • Who funds ALLIANCE ON AGING INC ↗
  • Who funds Friends of Mission Trail Nature Preserve ↗
  • Who funds COASTAL KIDS HOME CARE ↗
  • Who funds VETERANS TRANSITION CENTER OF CALIFORNIA ↗
  • Who funds VENTANA WILDERNESS ALLIANCE ↗
  • Who funds YOUTH MUSIC MONTEREY ↗
  • Who funds CARMEL YOUTH CENTER INC ↗
  • Who funds GATEWAY CENTER OF MONTEREY COUNTY INC ↗
  • Who funds THE YORK SCHOOL ↗
  • Who funds HARTNELL COLLEGE FOUNDATION ↗

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

Monterey Peninsula FoundationCA104.4× affinity49 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: Monterey Peninsula Foundation · Nancy Buck Ransom Foundation · Pebble Beach Company Foundation · Arts Council for Monterey County · Nancy Eccles and Homer M Hayward Family Foundation · Dunspaugh Dalton Foundation Inc · Alexander F Victor Foundation · Community Foundation Santa Cruz County · Tanimura Family Foundation · Community Hospital of the Monterey Peninsula · The David and Lucile Packard Foundation · William McCaskey Chapman and Adaline Dinsmore Chapman Foundation

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Barnet Segal Charitable Trust funds: left to right is the share of its income from government, bottom to top the share from Barnet Segal Charitable Trust. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 00%1%4%8%15%funder's share of their income ↑0%25%50%75%100%share of the org’s income from government →
    no gov moneyreceives it· size = income
    0get no government money at all
    16report government grants on their 990 we could not trace to a source (not plotted)
    0rely on government for over half their income
    typical government reliance, FY20–25
    How this is measured
    Government income is each org’s traced federal awards (USASpending grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that a grant caused the public funding. Coverage is precision-first, a floor rather than a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12 to 24 months.
    05Through Plinth

    Warm introductions · Powered by PlinthPlus

    How do I get to Barnet Segal Charitable Trust?

    Find your warmest path to Barnet Segal Charitable Trust through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

    Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

    On method. Every financial figure here is read from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 121 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

    How this is measured
    Each figure carries one of six labels. Filed is what the funder reported on its return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears.

    Generated from the IRS Form 990-PF e-file return for fiscal year 2025, released 2025. Filings run roughly 12 to 24 months behind; figures are dated accordingly.

    Source object · view filing

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