Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2016 , and ending 12-31-2016
Name of foundation
SEGAL FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)67 MOUNTAIN BLVD STE 201
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
warren, NJ07059
A Employer identification number

56-2446941
B Telephone number (see instructions)

(908) 279-7881
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$126,092,564J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,108,570 1,108,570  
5a Gross rents............ 9,334,716 9,334,716  
b Net rental income or (loss) 3,580,652
6a Net gain or (loss) from sale of assets not on line 10 1,590,479
b Gross sales price for all assets on line 6a 44,153,363
7 Capital gain net income (from Part IV, line 2)... 1,590,479
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 422,912 375,794  
12 Total. Add lines 1 through 11........ 12,456,677 12,409,559  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,000 12,000   108,000
14 Other employee salaries and wages...... 521,904 0   0
15 Pension plans, employee benefits....... 73,897 0   0
16a Legal fees (attach schedule)......... Click to see attachment 3,386 0   3,386
b Accounting fees (attach schedule)....... Click to see attachment 391,063 368,063   23,000
c Other professional fees (attach schedule).... Click to see attachment 272,790 0   272,790
17 Interest............... 893,813 893,813   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,446,622 1,356,733   45,639
19 Depreciation (attach schedule) and depletion... 2,617,999 2,617,999  
20 Occupancy.............. 54,958 0   54,958
21 Travel, conferences, and meetings....... 524,867 0   524,867
22 Printing and publications.......... 508 0   508
23 Other expenses (attach schedule)....... Click to see attachment 1,317,868 753,455   568,968
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,239,675 6,002,063   1,602,116
25 Contributions, gifts, grants paid....... 11,031,832 11,031,832
26 Total expenses and disbursements. Add lines 24 and 25 19,271,507 6,002,063   12,633,948
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -6,814,830
b Net investment income (if negative, enter -0-) 6,407,496
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,960,679 5,513,186 5,513,186
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet155,993
Less: allowance for doubtful accounts bullet   6,911 155,993 155,993
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet1,216,399
Less: allowance for doubtful accounts bullet0 3,838,701 1,216,399 1,216,399
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 343,464 471,161 471,161
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 47,742,299 Click to see attachment37,796,808 42,456,366
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 9,323,353 Click to see attachment9,303,125 9,303,125
14 Land, buildings, and equipment: basis bullet80,232,973
Less: accumulated depreciation (attach schedule) bullet8,886,294 57,526,863 71,346,679 66,830,742
15 Other assets (describe bullet) Click to see attachment480,086 Click to see attachment145,592 Click to see attachment145,592
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 121,222,356 125,948,943 126,092,564
Liabilities 17 Accounts payable and accrued expenses.......... 307,633 350,163
18 Grants payable.................    
19 Deferred revenue................. 435,750 264,700
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)...... 17,261,489 26,076,678
22 Other liabilities (describe bullet) Click to see attachment1,887,231 Click to see attachment3,792,561
23 Total liabilities (add lines 17 through 22)......... 19,892,103 30,484,102
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 101,330,253 95,464,841
29 Total net assets or fund balances (see instructions)..... 101,330,253 95,464,841
30 Total liabilities and net assets/fund balances (see instructions). 121,222,356 125,948,943
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
101,330,253
2
Enter amount from Part I, line 27a .....................
2
-6,814,830
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
949,418
4
Add lines 1, 2, and 3 ..........................
4
95,464,841
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
95,464,841
Form 990-PF (2019)
Form 990-PF (2019)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a CAPITAL GAIN THRU ALPHA KEYS EUROPEAN REAL ESTATE P 2015-01-01 2016-12-31
b CAPITAL GAIN THRU ALPHA KEYS EUROPEAN REAL ESTATE P 2015-01-01 2016-12-31
c CAPITAL GAIN THRU ALPHA KEYS REAL ESTATE OPPORTUNITY FUND VI P 2015-01-01 2016-12-31
d CAPITAL GAIN THRU ALPHA KEYS REAL ESTATE OPPORTUNITY FUND VI P 2015-01-01 2016-12-31
e CAPITAL GAIN THRU APOLLO GLOBAL MANAGEMENT P 2015-01-01 2016-12-31
CAPITAL GAIN THRU APOLLO GLOBAL MANAGEMENT P 2015-01-01 2016-12-31
CAPITAL GAIN THRU LYRICAL LONG-ONLY PARTNERS P 2015-01-01 2016-12-31
CAPITAL GAIN THRU LYRICAL LONG-ONLY PARTNERS P 2015-01-01 2016-12-31
CAPITAL GAIN THRU NILE GLOBAL FRONTIER FUND P 2015-01-01 2016-12-31
CAPITAL GAIN THRU NILE GLOBAL FRONTIER FUND P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - DEUTSCHE BANK 045928 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - DEUTSCHE BANK 871620 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED - DEUTSCHE BANK 871620 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - DEUTSCHE BANK 871620 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - DEUTSCHE BANK 871620 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - DEUTSCHE BANK 871620 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - ETRADE 5875 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - ETRADE 5875 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 2224 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 2615 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 8610 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED - GS 8610 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 8610 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED - GS 8610 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 8628 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED - GS 8628 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 8628 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED - GS 8628 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 8636 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 8636 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 8644 OPTION PREMIUMS P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 9958 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED - GS 9958 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - GS 9958 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED - GS 9958 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - MITTLEMAN 700182 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - MITTLEMAN 700182 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 115664 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 115664 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 146881 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED - TD AMERITRADE 146881 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 146881 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED - TD AMERITRADE 146881 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 335458 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 335458 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - TD AMERITRADE 335458 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - UBS 5969 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED - UBS 5969 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - UBS 5969 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - WELLS FARGO 7281 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - WELLS FARGO 7281 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - WELLS FARGO 7281 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - WELLS FARGO 7281 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - WELLS FARGO 6981 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - WELLS FARGO 6981 P 2015-01-01 2016-12-31
WASH SALE LOSS DISALLOWED -GS 8610 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3991 P 2015-01-01 2016-12-31
PUBLICLY TRADED SECURITIES - FIDELITY 3991 P 2015-01-01 2016-12-31
SALE OF ARLINGTON, IL PROPERTY P 2015-01-01 2016-12-31
Capital Gains Dividends P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       -3,918
b       5,718
c       1,162
d       7,243
e       514
      40
      -8,759
      -593
      -100
      -3,858
26   24 2
683,348   755,390 -72,042
      2,484
1,966,286   2,302,013 -335,727
13,251   17,355 -4,104
4,118   8,794 -4,676
251,596   198,010 53,586
4,113,401   4,163,798 -50,397
3,021,763   2,976,852 44,911
261,253   256,163 5,090
698,028   794,807 -96,779
      1,320
1,661,575   1,802,975 -141,400
      46
191,432   194,176 -2,744
      200
214,792   226,933 -12,141
      1,191
137,659   122,439 15,220
51,364   50,577 787
      223,171
54,379   50,964 3,415
      60
107,936   116,616 -8,680
      670
70,156   99,918 -29,762
232,716   581,884 -349,168
2,633,814   1,785,992 847,822
2,722   2,294 428
13,681,477   14,142,314 -460,837
      613,508
831,732   1,092,758 -261,026
      152,080
2,708,939   2,790,259 -81,320
4,140,771   3,406,232 734,539
27,836   15,762 12,074
1,741,837   1,740,729 1,108
      269
1,378,293   1,334,924 43,369
34,478   29,988 4,490
289,906   311,980 -22,074
74     74
7,748   6,534 1,214
106,805   98,670 8,135
97,315   95,243 2,072
      0
290,857   299,845 -8,988
2,443,307   1,938,271 505,036
      256,151
373     373
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -3,918
b       5,718
c       1,162
d       7,243
e       514
      40
      -8,759
      -593
      -100
      -3,858
      2
      -72,042
      2,484
      -335,727
      -4,104
      -4,676
      53,586
      -50,397
      44,911
      5,090
      -96,779
      1,320
      -141,400
      46
      -2,744
      200
      -12,141
      1,191
      15,220
      787
      223,171
      3,415
      60
      -8,680
      670
      -29,762
      -349,168
      847,822
      428
      -460,837
      613,508
      -261,026
      152,080
      -81,320
      734,539
      12,074
      1,108
      269
      43,369
      4,490
      -22,074
      74
      1,214
      8,135
      2,072
      0
      -8,988
      505,036
      256,151
      373
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,590,479
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2018 11,221,386 136,199,941 0.082389
2017 10,302,650 127,955,631 0.080517
2016 7,879,415 120,748,487 0.065255
2015 6,743,022 110,588,027 0.060974
2014 4,395,103 50,422,734 0.087165
2
Total of line 1, column (d) .....................
2
0.376300
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.075260
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
123,258,568
5
Multiply line 4 by line 3......................
5
9,276,440
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
64,075
7
Add lines 5 and 6........................
7
9,340,515
8
Enter qualifying distributions from Part XII, line 4,.............
8
12,633,948
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2019)
Form 990-PF (2019)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 64,075
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 64,075
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 64,075
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 88,000
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 94,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 29,925
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet29,925 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? (see Instructions
for definition).................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2019 or the taxable year beginning in 2019? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletsegalfamilyfoundation.org
    14
    The books are in care ofbulletmartin SEGAL Telephone no.bullet (908) 279-7881

    Located atbullet67 mOUNTAIN BLVD - SUITE 201WATCHUNGNJ ZIP+4bullet07069
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2019, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2019?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2019 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2019.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BARRY SEGAL vice-president
    10.00     		0 0 0
    67 MOUNTAIN BLVD - SUITE 201
    WATCHUNG,NJ07069
    JANIS SIMON directOR
    2.00     		0 0 0
    67 MOUNTAIN BLVD - SUITE 201
    WATCHUNG,NJ07069
    dolly segal DIRECTOR
    2.00     		0 0 0
    67 MOUNTAIN BLVD - SUITE 201
    WATCHUNG,NJ07069
    martin segal president
    25.00     		120,000 0 0
    67 MOUNTAIN BLVD - SUITE 201
    WATCHUNG,NJ07069
    susan davis DIRECTOR
    2.00     		0 0 0
    67 MOUNTAIN BLVD - SUITE 201
    WATCHUNG,NJ07069
    richard segal DIRECTOR
    2.00     		0 0 0
    67 MOUNTAIN BLVD - SUITE 201
    WATCHUNG,NJ07069
    antoine chiquet DIRECTOR
    2.00     		0 0 0
    67 MOUNTAIN BLVD - SUITE 201
    WATCHUNG,NJ07069
    david auerbach DIRECTOR
    2.00     		0 0 0
    67 MOUNTAIN BLVD - SUITE 201
    WATCHUNG,NJ07069
    MACDELLA COOPER DIRECTOR
    2.00     		0 0 0
    67 MOUNTAIN BLVD - SUITE 201
    WATCHUNG,NJ07069
    larry seruma DIRECTOR
    2.00     		0 0 0
    67 MOUNTAIN BLVD - SUITE 201
    WATCHUNG,NJ07069
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    ANDREW BRYANT EMPLOYEE
    40.00     		225,500 18,000 0
    2513 VERMELLA WAY
    LYNDHURST,NJ07071
    KATHERINE ANDERSON EMPLOYEE
    40.00     		82,150 9,925 0
    26 KENT PLACE BLVD
    SUMMIT,NJ07901
    DENISE STRIPLING EMPLOYEE
    40.00     		75,600 3,780 0
    1412 SYLVAN LANE
    SCOTCH PLAINS,NJ07076
    SARAH C GIOE EMPLOYEE
    40.00     		70,225 2,809 0
    25 VALENTINE ROAD
    NEW PROVIDENCE,NJ07974
    KATHRYN BUNTEN-WREN EMPLOYEE
    40.00     		68,429 1,454 0
    46 MARTIN RD
    KITTERY,ME03904
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    45,929,402
    b
    Average of monthly cash balances.......................
    1b
    2,414,428
    c
    Fair market value of all other assets (see instructions)................
    1c
    76,791,772
    d
    Total (add lines 1a, b, and c).........................
    1d
    125,135,602
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    125,135,602
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,877,034
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    123,258,568
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    6,162,928
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    6,162,928
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    64,075
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
    6,198
    c
    Add lines 2a and 2b............................
    2c
    70,273
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,092,655
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,092,655
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    6,092,655
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    12,633,948
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    12,633,948
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    64,075
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    12,569,873
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 6,092,655
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 1,915,939
    b From 2015...... 1,272,400
    c From 2016...... 3,559,699
    d From 2017...... 4,101,713
    e From 2018...... 4,593,835
    fTotal of lines 3a through e........ 15,443,586
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 12,633,948
    a Applied to 2018, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2019 distributable amount..... 6,092,655
    e Remaining amount distributed out of corpus 6,541,293
    5 Excess distributions carryover applied to 2019. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 21,984,879
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2014 not
    applied on line 5 or line 7 (see instructions) ...     		1,915,939
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		20,068,940
    10 Analysis of line 9:
    a Excess from 2015.... 1,272,400
    b Excess from 2016.... 3,559,699
    c Excess from 2017.... 4,101,713
    d Excess from 2018.... 4,593,835
    e Excess from 2019.... 6,541,293
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2019, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2019 (b) 2018 (c) 2017 (d) 2016
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    BARRY SEGAL
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SEGAL FAMILY FOUNDATION
    67 MOUNTAIN BLVD STE 201
    WATCHUNG,NJ07069
    (908) 279-7881
    segalfamilyfoundation.o
    bThe form in which applications should be submitted and information and materials they should include:
    Name of organization and project Explanation of what the project does Explanation of why these efforts reflect the mission of the Segal Family Foundation Explanation of how resources will be specifically used Description of how you found out about the Segal Family Foundation Who to contact for more information (It would be nice if requests are two pages or less)
    cAny submission deadlines:
    n/a
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    n/a
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SEE ATTACHED
    c/o Focus for Health 67 Mountain
    Blvd Ste 201
    warren,NJ07059     		NONE 501(C)(3) socIAL WELFARE 11,031,832
    Total .................................bullet 3a 11,031,832
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 1,108,570  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 3,580,652  
    6 Net rental income or (loss) from personal property          
    7 Other investment income..... 900000 44,125 14 378,787  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		900000 2,785 18 2,751,217  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 46,910 7,819,226 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    7,866,136
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2016 AccountingFeesSchedule
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    cohnreznick LLP 23,000 0   23,000
    PROFESSIONAL FEES 368,063 368,063   0

    TY 2016 InvestmentsCorpStockSchedule
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Name of Stock End of Year Book Value End of Year Fair Market Value
    DEUTSCHE BANK 045928 0 0
    DEUTSCHE BANK 871620 0 62
    ETRADE 0291 253,878 220,162
    ETRADE 5875 749,824 805,393
    GOLDMAN SACHS 2224 42,646 53,542
    GOLDMAN SACHS 2615 4,061,887 4,638,576
    GOLDMAN SACHS 5454 3,053,638 3,656,053
    GOLDMAN SACHS 8610 5,210,994 5,043,040
    GOLDMAN SACHS 8628 383,456 422,951
    GOLDMAN SACHS 8636 258,565 293,373
    GOLDMAN SACHS 8644 480,300 480,300
    GOLDMAN SACHS 9958 279,266 280,376
    MITTLEMAN INVEST 700182 1,748,955 1,747,909
    td AMERITRADE 0777 795,418 650,676
    td AMERITRADE 5458 0 0
    td AMERITRADE 5664 128,365 68,626
    TD AMERITRADE 6881 3,263,954 2,952,052
    UBS JG 362525A 1,605,768 4,150,836
    UBS JG 45969 5,185,643 5,449,972
    WELLS FARGO 6981 959,956 959,956
    WELLS FARGO 7281 1,827,364 1,798,043
    Fidelity 3991 7,506,931 8,784,468

    TY 2016 InvestmentsOtherSchedule2
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ACCESS ENERGY AT COST 30,000 30,000
    AFRI-PADS AT COST 125,000 125,000
    CAREGO INTERNATIONAL AT COST 25,000 25,000
    CHANNEL DAVENPORT AT COST 26,640 26,640
    DROP VOLLEY AT COST 400,000 400,000
    INDUSTRIOUS AT COST 199,800 199,800
    KLEIN GROUP AT COST 350,000 350,000
    KNIGHTHEAD AT COST 895,322 895,322
    KNIGHTHEAD FUND II AT COST 409,090 409,090
    LYRICAL PARTNERS AT COST 2,551,876 2,551,876
    NILE GLOBAL FRONT AT COST 1,139,912 1,139,912
    OFF GRID ELECTRIC AT COST 350,000 350,000
    TUGENDE AT COST 275,000 275,000
    New 261 Investors LLC AT COST 100,000 100,000
    SK Irvington Investors LLC AT COST 550,000 550,000
    Edifis Palmer, Ltd. AT COST 1,312,985 1,312,985
    HR Ridgewick LLC AT COST 100,000 100,000
    Jubi LLC AT COST 150,000 150,000
    MHP New Providenc AT COST 250,000 250,000
    Saxum Adamas Fund AT COST 62,500 62,500

    TY 2016 LegalFeesSchedule
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 3,386 0   3,386


    TY 2016 OtherAssetsSchedule
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER RECEIVABLES 46,560 70,963 70,963
    ESCROW DEPOSIT 363,827 0 0
    OTHER LONG TERM ASSETS 69,699 74,629 74,629


    TY 2016 OtherExpensesSchedule
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 10,405 10,405   0
    charitable event expenses 111,885 0   111,885
    COMPUTER EXPENSE 2,234 0   0
    FILING FEES 211 0   0
    Insurance Expense 19,220 0   19,220
    investment program fees 182,924 189,924   0
    MEALS & ENTERTAINMENT 24,801 0   24,801
    MEMBERSHIP & SUBSCRIPTION DUES 36,679 0   36,679
    miscellaneous 2,546 0   2,546
    office expense 10,661 0   10,661
    OPEN RESOURCES 324,827 0   324,827
    payroll processing 2,483 0   2,483
    postage and delivery 6,821 0   6,821
    SOCIAL IMPACT INCUBATOR 10,929 0   10,929
    WEB DESIGN 18,116 0   18,116
    GENERAL OFFICE & ADMINISTRATIVE EXPENSE 100,437 100,437   0
    MAINTENANCE & UTILITIES 452,689 452,689   0


    TY 2016 OtherIncomeSchedule2
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALPHAKEYS EUROPEAN REAL ESTATE OPPORTUNITIES FUND PASSTHRU -6,908 -6,908 -6,908
    APOLLO GLOBAL MANAGEMENT PASSTHRU 2,032 2,032 2,032
    Channel Davenport LLC -8,421 -8,421 -8,421
    DROP VOLLEY LLC PASSTHRU 39,586 39,586 39,586
    GOLDMAN 5454- PAYMENTS IN LIEU OF DIVS 622 622 622
    GOLDMAN 8628- PAYMENTS IN LIEU OF DIVS 95 95 95
    KNIGHTBRIDGE SPECIAL SITUATIONS PASSTHRU 162,395 162,395 162,395
    KNIGHTBRIDGE SPECIAL SITUATIONS FUND II PASSTHRU 2,450 2,450 2,450
    LYRICAL LONG-ONLY PARTNERS LP PASSTHRU 33,516 33,516 33,516
    MHP NEW PROVIDENCE GARDENS PASSTHRU -204 -204 -204
    NILE GLOBAL FRONTIER FUND PASSTHRU 46,613 46,613 46,613
    return of capital 2,993 0 2,993
    SAXUM ADAMAS FUND I PASSTHRU -2,465 -2,465 -2,465
    TAXED ON 990-T; ALPHAKEYS EUROPEAN REAL ESTATE OPPORTUNITIES FUND 9,739 0 9,739
    taxed on 990-t; APOLLO GLOBAL MANAGEMENT 9 0 9
    taxed on 990-t; Alphakeys REAL ESTATE OPPORTUNITY FUND IV 34,377 0 34,377
    UBS 36252 - PAYMENTS IN LIEU OF DIVS 114,000 114,000 114,000
    Alphakeys REAL ESTATE OPPORTUNITY FUND IV PASSTHRU 1,254 1,254 1,254
    JUSTWIDE LLC -OTHER INCOME -8,771 -8,771 -8,771


    TY 2016 OtherIncreasesSchedule
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Description Amount
    adjust marketable securities to cost 86,089
    taxable income not on books 863,329


    TY 2016 OtherLiabilitiesSchedule
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS 278,287 331,665
    GOLDMAN SACHS 9758 - MARGIN ACCOUNT 1,608,944 3,460,896


    TY 2016 OtherProfessionalFeesSchedule
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Consulting Fees 272,790 0   272,790


    TY 2016 TaxesSchedule
    Name:
    SEGAL FAMILY FOUNDATION INC
    EIN:
    56-2446941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    foreign taxes paid 12,614 12,614   0
    payroll taxes 45,639 0   45,639
    FEDERAL EXCISE TAX 44,250 0   0
    PROPERTY TAXES 1,344,119 1,344,119   0