Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
Name of foundation
SEHGAL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)100 COURT AVE STE 211
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DES MOINES, IA503092213
A Employer identification number

42-1477858
B Telephone number (see instructions)

(515) 288-0010
C right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$67,103,786J 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) 515,655
2 Check right arrow.............
3 Interest on savings and temporary cash investments 109,747 109,747  
4 Dividends and interest from securities... 2,002,502 2,002,502  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 466,316
b Gross sales price for all assets on line 6a 13,905,336
7 Capital gain net income (from Part IV, line 2)... 466,316
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
List of Attached Documents:
// Content
619 619  
12 Total. Add lines 1 through 11........ 3,094,839 2,579,184  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 214,999 0   214,999
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 10,524 0   10,524
16a Legal fees (attach schedule)......... Click to see attachment
List of Attached Documents:
// Content
7,349 0   7,349
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
353,346 233,233   120,113
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
76,712 29,030   12,682
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 10,104 0   10,104
21 Travel, conferences, and meetings....... 15,549 0   15,549
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
52,448 24,717   27,731
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 741,031 286,980   419,051
25 Contributions, gifts, grants paid....... 2,929,675 2,929,675
26 Total expenses and disbursements. Add lines 24 and 25 3,670,706 286,980   3,348,726
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -575,867
b Net investment income (if negative, enter -0-) 2,292,204
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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.............      
2 Savings and temporary cash investments......... 7,511,936 8,109,731 8,109,731
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,742,790 Click to see attachment
List of Attached Documents:
// Content
1,909,467 		1,852,775
b Investments—corporate stock (attach schedule)....... 13,465,640 Click to see attachment
List of Attached Documents:
// Content
12,561,860 		16,373,492
c Investments—corporate bonds (attach schedule)....... 4,597,360 Click to see attachment
List of Attached Documents:
// Content
4,726,576 		4,420,551
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 25,377,668 Click to see attachment
List of Attached Documents:
// Content
25,780,327 		36,347,237
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 53,695,394 53,087,961 67,103,786
Liabilities 17 Accounts payable and accrued expenses.......... 12,804 5,466
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe right arrow)    
23 Total liabilities (add lines 17 through 22)......... 12,804 5,466
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
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 53,682,590 53,082,495
29 Total net assets or fund balances (see instructions)..... 53,682,590 53,082,495
30 Total liabilities and net assets/fund balances (see instructions). 53,695,394 53,087,961
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
53,682,590
2
Enter amount from Part I, line 27a .....................
2
-575,867
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
53,106,723
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
24,228
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
53,082,495
Form 990-PF (2023)
Form 990-PF (2023)
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 PUBLICLY TRADED SECURITIES S-T      
b PUBLICLY TRADED SECURITIES L-T      
c LS POWER EQUITY II PIE LP K-1 P    
d LS POWER EQUITY II PIE LP LIQUIDATION P    
e SALE OF KYOTO BIOPHARMACEUTICALS P    
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 4,706,016   4,961,337 -255,321
b 9,172,538   8,368,968 803,570
c       -17,891
d 21,907   87,236 -65,329
e     3,588 -3,588
4,875     4,875
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       -255,321
b       803,570
c       -17,891
d       -65,329
e       -3,588
      4,875
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 2 466,316
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
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 right arrow and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions) 1 31,862
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 31,862
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 31,862
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 42,532
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 25,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 67,532
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 35,670
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow35,670 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
Part VI-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 the instructions
for the 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
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:
round bullet By language in the governing instrument, or
round bullet 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 XIV..................................
7
Yes
 
8a
Enter the states to which the foundation reports or with which it is registered (see instructions)
right arrowIA
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 2023 or the taxable year beginning in 2023? See the instructions for Part XIII.
If "Yes," complete Part XIII .............................
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
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 addressright arrowN/A
14
The books are in care ofright arrowJANET M GAGE Telephone no.right arrow (515) 288-0010

Located atright arrow100 COURT AVE STE 211DES MOINESIA ZIP+4right arrow503092213
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2023, 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 right arrow
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
Part VI-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? ...........
1a(1)
 
No
(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
a disqualified person? ..............................
1a(2)
 
No
(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
1a(3)
 
No
(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
1a(4)
 
No
(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)? ......................
1a(5)
 
No
(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.) ...............
1a(6)
 
No
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
 
 
c
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
d
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 2023? .............
1d
 
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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? ..............................
3a
 
No
b
If "Yes," did it have excess business holdings in 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
Page 6
Part VI-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))? ..........
5a(1)
 
No
(2) Influence the outcome of any specific public election (see section 4955); or to carry
on, directly or indirectly, any voter registration drive? ....................
5a(2)
 
No
(3) Provide a grant to an individual for travel, study, or other similar purposes? .............
5a(3)
 
No
(4) Provide a grant to an organization other than a charitable, etc., organization described
in section 4945(d)(4)(A)? See instructions ........................
5a(4)
Yes
 
(5) Provide for any purpose other than religious, charitable, scientific, literary, or
educational purposes, or for the prevention of cruelty to children or animals? .............
5a(5)
 
No
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
Yes
 
c
Organizations relying on a current notice regarding disaster assistance check .........right arrow
d
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? .................
5d
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
6a
Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
a personal benefit contract? .............................
6a
 
No
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?
7a
 
No
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? .........................
8
 
No
Part VII
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
SURINDER M SEHGAL DIRECTOR, PRESIDENT & TREASURER
0.00 		0 0 0
16340 OAKS PARK LOOP
FORT MYERS,FL33908
EDDA G SEHGAL DIRECTOR, VICE PRESIDENT & SECRETARY
0.00 		0 0 0
16340 OAKS PARK LOOP
FORT MYERS,FL33908
KENAI K SEHGAL DIRECTOR
0.00 		0 0 0
172 MESEROLE STREET APT 4B
BROOKLYN,NY11206
BERND U SEHGAL DIRECTOR
0.00 		0 0 0
716 JUDSON AVENUE
EVANSTON,IL60202
OLIVER S SEHGAL DIRECTOR
0.00 		0 0 0
100 COURT AVENUE SUITE 211
DES MOINES,IA50309
VICKI D SEHGAL DIRECTOR
0.00 		0 0 0
5125 WELKER AVENUE
DES MOINES,IA50312
RYAN CLUTTER DIRECTOR
0.00 		0 0 0
5125 WELKER AVENUE
DES MOINES,IA50312
MAUREEN SMITH DIRECTOR
0.00 		0 0 0
716 JUDSON AVENUE
EVANSTON,IL60202
RAJAT J SEHGAL EXECUTIVE VICE PRESIDENT
40.00 		188,158 26,841 0
11330 WESSINGTON MANOR LANE
FORT MILL,SC29715
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
NONE
Total number of other employees paid over $50,000...................right arrow 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 7
Part VII
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
NORTHERN TRUST INVESTMENT MANAGEMENT 233,233
50 LASALLE STREET B-10
CHICAGO,IL60603
DEVIKA BATRA CONSULTING 76,687
120 WESTLAKE AVE N
SEATTLE,WA98109
Total number of others receiving over $50,000 for professional services.............right arrow0
Part VIII-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 VIII-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.........................right arrow0
Form 990-PF (2023)
Form 990-PF (2023)
Page 8
Part IX
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
59,074,595
b
Average of monthly cash balances.......................
1b
5,610,040
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
64,684,635
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
64,684,635
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
970,270
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
63,714,365
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,185,718
Part X
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 IX, line 6..................
1
3,185,718
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
31,862
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
31,862
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,153,856
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,153,856
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 XII, line 1 ...
7
3,153,856
Part XI
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
3,348,726
b
Program-related investments—total from Part VIII-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 XII, line 4. .......
4
3,348,726
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 3,153,856
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019...... 20,468
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 20,468
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,348,726
a Applied to 2022, 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 2023 distributable amount..... 3,153,856
e Remaining amount distributed out of corpus 194,870
5 Excess distributions carryover applied to 2023. 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 5 215,338
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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		215,338
10 Analysis of line 9:
a Excess from 2019.... 20,468
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023.... 194,870
Form 990-PF (2023)
Form 990-PF (2023)
Page 10
Part XIII
Private Operating Foundations (see instructions and Part VI-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 2023, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2023 (b) 2022 (c) 2021 (d) 2020
         
b 85% (0.85) of line 2a .........          
c Qualifying distributions from Part XI,
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 IX, 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 XIV
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).)
SURINDER M SEHGAL
EDDA G SEHGAL
KENAI K SEHGAL
BERND U SEHGAL
OLIVER S SEHGAL
VICKI D SEHGAL
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 right arrow
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2023)
Form 990-PF (2023)
Page 11
Part XIV
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

AKANKSHA EDUCATION FUND

PO BOX 2038
NEW YORK,NY10113 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING EDUCATIONAL OPPORTUNITIES FOR DISADVANTAGED CHILDREN IN INDIA. 150

ALLIANCE FOR THE GREAT LAKES

17 N STATE STREET SUITE 1390
CHICAGO,IL60602 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROTECTING AND PRESERVING THE GREAT LAKES. 20,000

CAPTIVA ISLAND HISTORICAL SOCIETY

PO BOX 163
CAPTIVA,FL33924 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PRESERVING AND SHARING THE HISTORY OF CAPTIVA ISLAND. 1,000

CATHEDRAL COUNSELING CENTER

50 E WASHINGTON STREET SUITE 301
CHICAGO,IL60602 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING PROFESSIONAL, AFFORDABLE MENTAL HEALTH CARE. 1,000

CENTRAL IOWA TRAIL ASSOCIATION

PO BOX 4
DES MOINES,IA50301 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF CREATING, ENHANCING AND PROTECTING GREAT PLACES TO RIDE MOUNTAIN BIKES. 3,000

THE CHADTOUGH FOUNDATION

PO BOX 907
SALINE,MI48176 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING FUNDING FOR RESEARCH INTO THE CAUSE, PREVENTION, AND TREATMENT OF DIPG (DIFFUSE INTRINSIC PONTINE GLIOMA). 1,000

CHICAGO INDEPENDENT RADIO PROJECT CHIRP RADIO

4045 N ROCKWELL ST
CHICAGO,IL60618 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING A COMMUNITY RADIO STATION FOCUSED ON REPRESENTING LOCAL PEOPLE, EVENTS, AND ISSUES THROUGHOUT CHICAGO. 1,000

CHILDSERVE FOUNDATION

5406 MERLE HAY RD
JOHNSTON,IA50131 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF ENHANCING THE WELL-BEING OF CHILDREN WITH SPECIAL HEALTHCARE NEEDS. 5,225

CONNECTIONS FOR THE HOMELESS

2010 DEWEY AVE 3RD FLOOR
EVANSTON,IL60201 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING HOUSING, EMPLOYMENT AND SUPPORTIVE SERVICES TO MOVE INDIVIDUALS AND FAMILIES OUT OF THE SHADOW OF HOMELESSNESS. 3,000

THE DES MOINES COMMUNITY PLAYHOUSE

831 42ND STREET
DES MOINES,IL50312 		NONE PC SUPPORT THE ORGANIZATION'S EDUCATIONAL AND LITERARY ACTIVITIES TO PROMOTE THEATRE AS AN ART AND CULTURAL ENRICHMENT. 5,000

DES MOINES REFUGEE SUPPORT

1110 SOUTH AVE
NORWALK,IA50211 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF SUPPORTING REFUGEE FAMILIES AS THEY ESTABLISH THEIR NEW LIVES IN AMERICA. 2,500

DES MOINES VALLEY GOLF CLUB

PO BOX 816
DES MOINES,IA50301 		NONE PC SUPPORT THE ORGANIZATION'S EDUCATIONAL SCHOLARSHIP FUND. 500

EVANSTON COMMUNITY FOUNDATION

1560 SHERMAN AVENUE SUITE 535
EVANSTON,IL60201 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF ENCOURAGING PHILANTHROPY TO IMPROVE THE QUALITY OF LIFE IN THE COMMUNITY OF EVANSTON ILLINOIS. 10,000

EVANSTON GROWS

2757 LINCOLNWOOD DRIVE
EVANSTON,IL60201 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF ADDRESSING FOOD INSECURITY IN THE COMMUNITY THROUGH SUSTAINABLE URBAN FARMS. 10,000

THE EVERGLADES FOUNDATION

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROTECTING AND RESTORING AMERICA'S EVERGLADES. 300

FOOD BANK OF IOWA

2220 E 17TH STREET
DES MOINES,IA50316 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF ALLEVIATING HUNGER IN IOWA THROUGH FOOD DISTRIBUTION, PARTNERSHIP, AND EDUCATION. 5,000

HARVARD UNIVERSITY

124 MOUNT AUBURN STREET
CAMBRIDGE,MA021385795 		NONE PC SUPPORT FOR THE HARVARD GRADUATE SCHOOL FELLOWSHIP FUND WHICH PROVIDES FINANCIAL ASSISTANCE FOR GRADUATE STUDENTS. 2,500

HINDU TEMPLE OF SW FLORIDA

12552 PLANTATION ROAD
FORT MYERS,FL33966 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING A PLACE OF WORSHIP. 1,000

INDIA PHILANTHROPY ALLIANCE

4111 HAMILTON STREET
HYATTSVILLE,MD20781 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF MOBILIZING PEOPLE AND FUNDING IN THE UNITED STATES TO FOSTER DEVELOPMENT AND ALLEVIATE POVERTY IN INDIA. 16,000

INDIASPORA

3450 SACRAMENTO ST 615
SAN FRANCISCO,CA94118 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF WORKING TO TRANSFORM THE SUCCESS OF THE INDIAN DIASPORA INTO MEANINGFUL IMPACT WORLDWIDE. 10,000

INTERNATIONAL MOUNTAIN BICYCLING ASSOCIATION

PO BOX 20280
BOULDER,CO80308 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF CREATING, ENHANCING AND PROTECTING GREAT PLACES TO RIDE MOUNTAIN BIKES. 7,000

IOWA COUNCIL FOR INTERNATIONAL UNDERSTANDING

929 THIRD STREET SUITE 203
DES MOINES,IA50309 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF CREATING A COORDINATED AND ACCESSIBLE RESOURCES FOR INTERNATIONAL VISITORS TO THE STATE OF IOWA. 55,000

IOWA PUBLIC RADIO

2111 GRAND AVENUE
DES MOINES,IA50312 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF STRENGTHENING PUBLIC RADIO IN IOWA. 25,000

KT'S KIDS

1930 W BRADLEY PLACE
CHICAGO,IL60613 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING DISABLED CHILDREN IN THE CHICAGO AREA ACCESS TO OUTDOOR ACTIVITIES. 10,000

KANSAS CITY PET PROJECT

7077 ELMWOOD AVENUE
KANSAS CITY,MO64132 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING SHELTER FOR ANIMALS UNTIL THEY CAN BE PLACED IN SUITABLE HOMES FOR ADOPTION OR RECLAIMED BY THEIR OWNER. 5,000

MONGABAY ORG CORP

PO BOX 291
MENLO PARK,CA940260291 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF RAISING AWARENESS ABOUT SOCIAL AND ENVIRONMENTAL ISSUES RELATING TO TROPICAL FORESTS AND OTHER ECOSYSTEMS. 500

RONALD MCDONALD HOUSE

TRIPP AVENUE AT AIRMAIL ROAD
HINES,IL60141 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING SUPPORT TO FAMILIES WHILE RECEIVING MEDICAL CARE FOR THEIR CHILDREN. 5,000

SARIS TO SUITS

53075 BERWICK DRIVE
SOUTH BEND,IN46635 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROMOTING EDUCATION, GENDER EQUALITY AND JUSTICE BY RAISING AWARENESS OF CULTURAL ISSUES UNIQUE TO SOUTH ASIANS AND VICTIMS OF DOMESTIC VIOLENCE. 2,000

STATE UNIVERSITY OF IOWA FOUNDATION

ONE WEST PARK ROAD
IOWA CITY,IA52242 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING STUDENTS THE OPPORTUNITY TO PARTICIPATE IN THE UNIVERSITY'S INDIA WINTERIM STUDY ABROAD PROGRAM. 13,000

URBAN GROWERS COLLECTIVE

1200 WEST 35TH STREET 118
CHICAGO,IL60609 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF CULTIVATING NOURISHING ENVIRONMENTS WHICH SUPPORT HEALTH, ECONOMIC DEVELOPMENT, HEALING AND CREATIVITY THROUGH URBAN AGRICULTURE. 7,500

WGCU

10501 FGCU BLVD SOUTH
FORT MYERS,FL339656565 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF ADVOCATING FOR PUBLIC BROADCASTING. 1,000

WIKIMEDIA FOUNDATION INC

PO BOX 98204
WASHINGTON,DC20090 		NONE PC SUPPORT THE CHARITABLE PURPOSE OF EMPOWERING INDIVIDUALS AROUND THE WORLD TO COLLECT AND DEVELOP KNOWLEDGE UNDER A FREE LICENSE. 500

WORLD FOOD PRIZE FOUNDATION

100 LOCUST STREET
DES MOINES,IA50309 		NONE POF SUPPORT THE CHARITABLE PURPOSE OF HONORING THE ACHIEVEMENTS OF INDIVIDUALS WHO HAVE ADVANCED HUMAN DEVELOPMENT BY IMPROVING THE QUALITY, QUANTITY OR AVAILABILITY OF FOOD IN THE WORLD. 12,000

YOUTH AND SHELTER SERVICES INC

PO BOX 1628
AMES,IA50010 		NONE PC SUPPORT THE ORGANIZATION'S CAPITAL CAMPAIGN TO BUILD NEW FACILITIES TO PROVIDE CRISIS STABILIZATION, EMERGENCY SHELTER, AND RESIDENTIAL ADDICTION TREATMENT FOR YOUTH AND YOUNG ADULTS IN CENTRAL IOWA. 125,000

S M SEHGAL FOUNDATION

PLOT NO 34 SECTOR 44
GURGAON   122002
IN 		NONE NC SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION. 2,563,000
Total .................................right arrow 3a 2,929,675
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 12
Part XV-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 ........... 		    14 109,747  
4 Dividends and interest from securities ....     14 2,002,502  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     14 619  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 466,316  
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) .. 0 2,579,184 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
2,579,184
(See worksheet in line 13 instructions to verify calculations.)
Part XV-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 XV-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 (2023)
Form 990-PF (2023)
Page 13
Part XVI
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.
right arrow right arrow
May the IRS discuss this return
with the preparer shown below?
See instructions.
Signature of officer or trustee Date Title
Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
2023
Name of the organization
SEHGAL FOUNDATION
 
Employer identification number

42-1477858
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ






Form 990-PF




Check if your organization is covered by the General Rule or a Special Rule.  
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
Special Rules
......... Arrow Bullet $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (2023)
Schedule B (Form 990) (2023) Page 2
Name of organization
SEHGAL FOUNDATION
  		Employer identification number
42-1477858
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
SURINDER & EDDA SEHGAL
 
16340 OAKS PARK LOOP
 
FORT MYERS, FL33908

$ 400,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
SUBHASH & SEEMA KSHTRAPAL
 
8450 RIVIERA AVE
 
FORT MYERS, FL33919

$ 15,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
JAN LEEMANS
 
515 CHEMIN DES VERGERS AUC BAUX
 
BEDOIN,   84410FR

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
4
TOM & BEVERLY LISLE
 
16543 CYPRESS VILLA LN
 
FORT MYERS, FL33908

$ 10,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
5
CHAD & SONU HANSEN
 
14312 MAPLE DR
 
URBANDALE, IA50323

$ 9,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
6
INDIA PHILANTHROPY ALLIANCE
 
4111 HAMILTON STREET
 
HYATTSVILLE, MD20781

$ 6,361


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Name of organization
SEHGAL FOUNDATION
  		Employer identification number
42-1477858
Part I
Contributors
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
7
SANJAY CHATRATH
 
1650 WATERFORD PL
 
BOURBONNAIS, IL60914

$ 6,100


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
8
PRAVIN TANDLAY
 
6000 OAKWOOD DR APT 6C
 
LISLE, IL60532

$ 6,100


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
9
FRANK BABKA
 
2220 S PLYMOUTH RD 110
 
MINNETONKA, MN55305

$ 5,500


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
10
PC PRASAD & SV ADVANI
 
13961 SOUTH SHORE DRIVE
 
CLIVE, IA50325

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
11
WORLD FOOD PRIZE
 
100 LOCUST STREET
 
DES MOINES, IA50309

$ 5,000


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 3
Name of organization
SEHGAL FOUNDATION
  		Employer identification number

42-1477858
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (2023)
Schedule B (Form 990) (2023)
Page 4
Name of organization
SEHGAL FOUNDATION
  		Employer identification number

42-1477858
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (2023)
Additional Data


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TY 2023 ExpenditureResponsibilityStmt
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
S M SEHGAL FOUNDATION - SEE STATEMENT 15 FOR ADDITIONAL DETAILS
  		PLOT 34 SECTOR 44
GURGAON   122022
IN 		2023-12-31 2,563,000 SEE STATEMENT 15 FOR ADDITIONAL DETAILS   NONE     SEHGAL FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE, THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.
WORLD FOOD PRIZE FOUNDATION - SEE STATEMENT 16 FOR ADDITIONAL DETAILS
  		100 LOCUST STREET
DES MOINES,IA50309 		2023-12-31 12,000 SEE STATEMENT 16 FOR ADDITIONAL DETAILS 12,000 NONE 11/13/2024   SEHGAL FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE, THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORT WAS MADE.

TY 2023 GeneralExplanationAttachment
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Identifier Return Reference Explanation
EXPENDITURE RESPONSIBILITY STATEMENT FORM 990PF PART VI-B LINE 5D PURSUANT TO IRC REGULATION 53.4945-5(D)(2), THE SEHGAL FOUNDATION PROVIDES THE FOLLOWING INFORMATION:(I) GRANTEE: S M SEHGAL FOUNDATIONPLOT NO 34, SECTOR 44INSTITUTIONAL AREAGURUGRAM, HARYANA 122003 INDIAGRANTEE'S FYE ENDS MARCH 31 AND ANNUAL REPORTS FOR ALL PROJECTS ARE ISSUED AS OF THIS FYE.GRANT DATED 5/31/2018 - TARUNI DIGITAL LITERACY PROJECT(II) GRANT AMOUNT: A PROJECT GRANT IN THE AMOUNT OF INR 19,500,400 WAS APPROVED ON 5/31/18 AND THE INITIAL INSTALLMENT OF INR 8,956,000 (USD $135,188) WAS REMITTED ON 6/4/2018, AN INSTALLMENT OF INR 5,094,000 (USD $73,635) WAS REMITTED ON 5/21/2019 AND A FINAL INSTALLMENT OF INR 5,094,000 (USD $68,288) WAS REMITTED ON 7/29/2020.(III) GRANT PURPOSE: THE PROJECT GRANT WAS IN SUPPORT OF PROVIDING DIGITAL LITERACY AND LIFE SKILLS EDUCATION TO 3,600 ADOLESCENT GIRLS ACROSS THE STATES OF HARYANA, RAJASTHAN, TELANGANA, AND ANDHRA PRADESH IN INDIA.(IV) AND (V) REPORTS: PRIOR REPORTS FOR THIS PROJECT INDICATE THAT INR 17,333,331 HAD BEEN SPENT AS OF 3/31/2023 AND AN ADDITIONAL INR 2,667,798 WAS SPENT DURING THE 3/31/2024 FYE. THE REMAINING FUNDS WILL BE SPENT ON THE GRANT PROJECT AND THE GRANTEE WILL CONTINUE TO REPORT ON THE PROJECT UNTIL THE FUNDS ARE EXPENDED.GRANT DATED 3/8/2018 - COLD STORAGE PROJECT(II) GRANT AMOUNT AND (III) GRANT PURPOSE: AS DETAILED IN THE 2021 EXPENDITURE RESPONSIBILITY STATEMENT, THE PLANNED USE OF THE BUILDING OUTLINED IN THE ORIGINAL GRANT CHANGED AND THE GRANTEE PLANNED TO DIVEST OF THE PORTION OF THE BUILDING NO LONGER NEEDED FOR THE INTENDED CHARITABLE USE. UNDER THE TERMS OF THE GRANT AGREEMENT, THE PORTION OF THE TOTAL GRANT (INR 99,434,388) PLUS INTEREST EARNED (INR 5,478,867) THAT IS NO LONGER USED FOR THE CHARITABLE PURPOSE OUTLINED IN THE ORIGINAL GRANT PROPOSAL IS SUBJECT TO REPAYMENT TO THE GRANTOR. GRANTOR AND GRANTEE AGREED TO APPLY THE AMOUNT, INR 71,670,597 TO THE PROGRAM GRANT THAT WAS APPROVED FOR THE GRANTEE'S 3/31/2023 FYE. THE PORTION OF THE BUILDING RETAINED BY THE GRANTEE IS CURRENTLY USED TO FURTHER ITS CHARITABLE PROGRAMS IN RURAL COMMUNITIES IN SOUTHERN INDIA TO INCREASE AGRICULTURAL PRODUCTIVITY, MANAGE WATER RESOURCES, STRENGTHEN GRASSROOTS DEMOCRACY, AND FACILITATE CITIZEN PARTICIPATION THROUGH GOOD RURAL GOVERNANCE.(IV) AND (V) REPORTS: THE GRANTEE'S PROJECT REPORT FOR THE FYE 3/31/2024 INDICATES THAT THE GRANTEE CONTINUES TO USE THE PROPERTY FOR THE CHARITABLE USE OUTLINED ABOVE.GRANT DATED 7/6/2021 - BOLSTERING FARMER PRODUCERS ORGANIZATIONS(II) GRANT AMOUNT: A PROJECT GRANT IN THE AMOUNT OF USD $94,000 WAS APPROVED ON 7/6/2021 AND THE FUNDS REMITTED ON 8/30/2021 (INR 6,844,140).(III) GRANT PURPOSE: THIS GRANT IS IN SUPPORT OF A LARGER PROJECT TO STRENGTHEN AND ENHANCE 10 FPO'S (FARMER PRODUCER ORGANIZATIONS) ACROSS UTTAR PRADESH AND KARNATAKA. THE FOCUS WILL BE ON BETTER GOVERNANCE AND THE EMPOWERMENT OF WOMEN FARMERS.(IV) AND (V) REPORTS: PRIOR REPORTS FOR THIS PROJECT INDICATE THAT INR 3,957,395 HAD BEEN SPENT AS OF 3/31/2023. THE REMAINING FUNDS WERE EXPENDED DURING THE FYE 3/31/2024.GRANT DATED 8/31/2022- 2022/2023 PROGRAM GRANT(II) GRANT AMOUNT: A PROGRAM GRANT COVERING THE GRANTEE'S FYE 4/1/2022 - 3/31/2023 WAS APPROVED IN MAY 2022. THE TOTAL GRANT WAS INR 162,009,426 AND THE FUNDS WERE REMITTED IN EQUIVALENT USD AS DETAILED BELOW. DATE INR REMITTED USD REMITTEDCOLD STORAGE RECAPTURE APPLIED 71,670,597 0BARMER UNNATI PROJECT UNSPENT 9,575,653 0COVID-19 RELIEF UNSPENT 69,518 010/24/2022 40,397,979 492,92601/17/2023 40,190,752 495,000(III) GRANT PURPOSE: THE PROGRAM GRANT WAS IN SUPPORT OF THE PROGRAMS UNDERTAKEN BY THE GRANTEE TO RURAL COMMUNITIES IN INDIA TO INCREASE AGRICULTURAL PRODUCTIVITY, MANAGE WATER RESOURCES, STRENGTHEN GRASSROOTS DEMOCRACY, AND FACILITATE CITIZEN PARTICIPATION THROUGH GOOD RURAL GOVERNANCE.(IV) AND (V) REPORTS: THE REPORT FOR THE PROGRAM GRANT INDICATES THAT, AS OF THE END OF THE GRANTEE'S FYE 3/31/2023 INR 1,847,084 OF THE ORIGINAL GRANT REMAINED UNSPENT. THE GRANTOR AND GRANTEE HAVE AGREED TO APPLY THIS AMOUNT TO THE NEW GRANT THAT WAS APPROVED FOR THE GRANTEE'S 3/31/2024 FYE.GRANT DATED 8/31/2022 - 2022/2023 TRANSFORM LIVES PROJECT(II) GRANT AMOUNT: A PROJECT GRANT IN THE AMOUNT OF INR 13,455,311 WAS APPROVED IN AUGUST 2022 AND THE FUNDS WERE REMITTED ON OCTOBER 24, 2022.(III) GRANT PURPOSE: THE PROJECT GRANT WAS IN SUPPORT OF RENOVATING FOUR GOVERNMENT SCHOOLS IN THE STATES OF RAJASTHAN, BIHAR AND TELANGANA IN INDIA. THIS INCLUDES INSTALLING RAINWATER HARVESTING SYSTEMS TO PROVIDE POTABLE DRINKING WATER AND PROVIDING THE CHILDREN WITH DIGITAL LITERACY TRAINING AND LIFE SKILLS EDUCATION.(IV) AND (V) REPORTS: PRIOR REPORTS FOR THIS PROJECT INDICATE THAT INR 12,505,219 HAD BEEN SPENT AS OF 3/31/2023. THE REMAINING FUNDS WERE EXPENDED DURING THE FYE 3/31/2024.GRANT DATED 8/31/2022- IDRF JOINT TRANSFORM LIVES PROJECT(II) GRANT AMOUNT: A PROJECT GRANT IN THE AMOUNT OF USD $15,803 WAS APPROVED IN AUGUST 2022 AND THE FUNDS REMITTED ON 10/24/2022. THE USD REMITTED CONVERTED TO INR 1,295,143.(III) GRANT PURPOSE: THE PROJECT GRANT WAS IN SUPPORT OF RENOVATING ONE GOVERNMENT SCHOOL IN THE STATE OF RAJASTHAN IN INDIA. THIS INCLUDES INSTALLING RAINWATER HARVESTING SYSTEMS TO PROVIDE POTABLE DRINKING WATER AND PROVIDING THE CHILDREN WITH DIGITAL LITERACY TRAINING AND LIFE SKILLS EDUCATION.(IV) AND (V) REPORTS: PRIOR REPORTS FOR THIS PROJECT INDICATE THAT INR 1,206,241 HAD BEEN SPENT AS OF 3/31/2023. THE REMAINING FUNDS WERE EXPENDED DURING THE FYE 3/31/2024.GRANT DATED 8/31/2022 - TRANSFORM LIVES - BAGEPALLI(II) GRANT AMOUNT: A PROJECT GRANT IN THE AMOUNT OF INR 3,040,000 WAS APPROVED IN AUGUST 2022 AND THE FUNDS REMITTED ON 10/24/2022.(III) GRANT PURPOSE: THE PROJECT GRANT WAS IN SUPPORT OF RENOVATING ONE GOVERNMENT SCHOOL IN THE STATE OF KARNATAKA IN INDIA. THIS INCLUDES INSTALLING RAINWATER HARVESTING SYSTEMS TO PROVIDE POTABLE DRINKING WATER AND PROVIDING THE CHILDREN WITH DIGITAL LITERACY TRAINING AND LIFE SKILLS EDUCATION.(IV) AND (V) REPORTS: THE REPORT FOR THIS PROJECT INDICATE THAT INR 1,564,818 HAD BEEN SPENT AS OF 3/31/2023. THE REMAINING FUNDS WERE EXPENDED DURING THE FYE 3/31/2024.GRANT DATED 5/22/2023- 2023/2024 PROGRAM GRANT(II) GRANT AMOUNT: A PROGRAM GRANT COVERING THE GRANTEE'S FYE 4/1/2023 - 3/31/2024 WAS APPROVED IN MAY 2023. THE TOTAL GRANT WAS INR 190,793,670 AND THE FUNDS WERE REMITTED IN EQUIVALENT USD AS DETAILED BELOW. DATE INR REMITTED USD REMITTEDP/Y UNSPENT 1,847,084 0UNSPENT - OPERATION BREATHE 109,947 005/23/2023 44,915,603 545,00007/11/2023 46,609,405 569,82410/03/2023 51,241,243 618,00001/08/2024 45,800,849 555,00007/01/2024 1,760,357 21,152(III) GRANT PURPOSE: THE PROGRAM GRANT WAS IN SUPPORT OF THE PROGRAMS UNDERTAKEN BY THE GRANTEE TO RURAL COMMUNITIES IN INDIA TO INCREASE AGRICULTURAL PRODUCTIVITY, MANAGE WATER RESOURCES, STRENGTHEN GRASSROOTS DEMOCRACY, AND FACILITATE CITIZEN PARTICIPATION THROUGH GOOD RURAL GOVERNANCE.(IV) AND (V) REPORTS: THE REPORT FOR THE PROGRAM GRANT INDICATES THAT AS OF THE END OF THE GRANTEE'S FYE 3/31/2024 INR 193,551,022 HAD BEEN SPENT, THIS EXCEEDED THE GRANT FUNDS RECEIVED PLUS THE INTEREST EARNED (INR 1,266,533) ON THE GRANT FUNDS BY INR 1,760,357. THE GRANTOR AND GRANTEE HAVE EXECUTED AN ADDENDUM TO THE ORIGINAL AGREEMENT TO PROVIDE FOR FUNDING OF THIS AMOUNT.GRANT DATED 7/7/2023 - 2023/2024 TRANSFORM LIVES PROJECT(II) GRANT AMOUNT: A PROJECT GRANT IN THE AMOUNT OF INR 22,632,005 WAS APPROVED IN JULY 2023 AND THE FUNDS (USD $276,688) WERE REMITTED ON JULY 11, 2023.(III) GRANT PURPOSE: THE PROJECT GRANT WAS IN SUPPORT OF RENOVATING SIX GOVERNMENT SCHOOLS IN THE STATES OF BIHAR, RAJASTHAN, HARYANA, KARNATAKA, MAHARASHTRA AND TELANGANA IN INDIA. THIS INCLUDES INSTALLING RAINWATER HARVESTING SYSTEMS TO PROVIDE POTABLE DRINKING WATER AND PROVIDING THE CHILDREN WITH DIGITAL LITERACY TRAINING AND LIFE SKILLS EDUCATION.(IV) AND (V) REPORTS: THE REPORT FOR THIS PROJECT INDICATE THAT INR 22,454,222 HAD BEEN SPENT AS OF 3/31/2024. THE REMAINING FUNDS WILL BE SPENT ON THE PROJECT AND THE GRANTEE WILL CONTINUE TO REPORT ON THE PROJECT UNTIL THE FUNDS ARE EXPENDED.GRANT DATED 6/1/2023 - 2023/2024 IDRF JOINT TRANSFORM LIVES PROJECT(II) GRANT AMOUNT: A PROJECT GRANT IN THE AMOUNT OF USD $58,488 WAS APPROVED IN JUNE 2023 AND THE FUNDS REMITTED ON JULY, 11, 2023. THE USD REMITTED CONVERTED TO INR 4,784,318.(III) GRANT PURPOSE: THE PROJECT GRANT WAS IN SUPPORT OF RENOVATING TWO GOVERNMENT SCHOOLS IN THE STATES OF RAJASTHAN AND TELANGANA IN INDIA. THIS INCLUDES INSTALLING RAINWATER HARVESTING SYSTEMS TO PROVIDE POTABLE DRINKING WATER AND PROVIDING THE CHILDREN WITH DIGITAL LITERACY TRAINING AND LIFE SKILLS EDUCATION.(IV) AND (V) REPORTS: THE REPORT FOR THIS PROJECT INDICATES THAT THE FULL AMOUNT OF THE GRANT WAS EXPENDED DURING FYE 3/31/2024.(VI) VERIFICATION: SEHGAL FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE, THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.
EXPENDITURE RESPONSIBILITY STATEMENT FORM 990PF PART VI-B LINE 5D PURSUANT TO IRC REGULATION 53.4945-5(D)(2), THE SEHGAL FOUNDATIONPROVIDES THE FOLLOWING INFORMATION:(I) GRANTEE: WORLD FOOD PRIZE FOUNDATION100 LOCUST STREETDES MOINES, IA 503099/05/2023 GRANT(II) GRANT AMOUNT: $12,000(III) GRANT PURPOSE: THE GRANT WAS IN SUPPORT OF THE WORLD FOOD PRIZE PROGRAMS AND FOR THE OPERATIONS OF THE HALL OF LAUREATES.(IV) AMOUNT EXPENDED: THE GRANTEE REPORT SUPPORTS THAT THE FULL AMOUNT OF THE GRANT WAS SPENT ON FULFILLING ITS TAX EXEMPT PURPOSE.(V) VERIFICATION: SEHGAL FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE REPORTS FROM THE GRANTEE, THEREFORE, NO INDEPENDENT VERIFICATION OF THE REPORTS WAS MADE.

TY 2023 InvestmentsCorpBondsSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Name of Bond End of Year Book Value End of Year Fair Market Value
3M CO 2.65% DUE 04-15-2025 14,988 14,532
ABBOTT LABS 1.15% DUE 01-30-2028 50,964 44,616
ALPHABET INC 1.1% DUE 08-15-2030 49,863 41,484
AMAZON COM INC 3.6% 04-13-2032 BEO 99,817 95,418
AMERIPRISE FINANCIAL INC 5.15% DUE 05-15-2033 79,806 82,612
AMERN EXPRESS CO FLTG RT 5.043% DUE 05-01-2034 85,000 85,028
AMERN HONDA FIN 2% DUE 03-24-2028 49,963 45,326
ANALOG DEVICES INC 1.7% 10-01-2028 89,882 79,888
APPLE INC 4.0% 05-10-2028 84,836 84,879
ARCHER DANIELS FIXED 2.9% DUE 03-01-2032 99,793 89,049
AUTO DATA 1.25% DUE 09-01-2030 49,873 41,680
BANK MONTREAL QUE FIXED 5.203% DUE 02-01-2028 84,997 86,648
BANK OF AMERICA CORPORATION 5.202% 85,000 85,595
BANK OF NOVA SCOTIA 4.85% DUE 02-01-2030 80,070 79,941
BERKSHIRE HATHAWAY FIXED 2.875% DUE 03-15-2032 94,967 85,797
BK NEW YORK MELLON VAR RT 6.317% DUE 10-25-2029 85,000 90,373
BURL NORTHN SANTA 7% DUE 12-15-2025 21,279 20,891
CANADIAN IMPERIAL BANK OF COMMERCE 5.001% 85,000 85,559
CATERPILLAR FINANCIAL SERVICES LTD 4.35% 84,960 84,847
CITIGROUP INC 3.29% 03-17-2026 95,000 92,499
CME GROUP INC 2.65% DUE 03-15-2032 BEO 94,838 84,615
COCA COLA CO 1.45% DUE 06-01-2027 50,060 45,714
COLGATE-PALMOLIVE CO 3.1% DUE 08-15-2027BEO 85,062 82,088
DEERE JOHN CAP CORP 5.15% 09-08-2026 84,940 86,568
DISNEY WALT CO 3.8% DUE 03-22-2030 82,260 72,935
ERP OPERATING LP 1.85% 08-01-2031 89,561 73,954
GENERAL DYNAMICS CORP 2.25% DUE 06-01-2031 50,101 43,529
GOLDMAN SACHS GROUP INC 1.992% DUE 01-27-2032 75,000 60,706
HOME DEPOT INC 4.5% 09-15-2032 84,899 86,866
HONEYWELL INTL INC 1.75% 09-01-2031 49,881 41,798
IBM CORP 4.15% DUE 07-27-2027 BEO 99,870 98,869
INTEL CORP 4.0% 08-05-2029 BEO 84,789 83,747
INTERCONTINENTAL 2.1% DUE 06-15-2030 104,870 86,556
INTERCONTINENTAL EXCHANGE INC 4.0% 09-15-2027 25,000 24,583
MASTERCARD INC 2.0% 11-18-2031 89,632 76,043
MEAD JOHNSON 4.125% DUE 11-15-2025 72,661 69,044
METLIFE INC 5.375% 07-15-2033 86,317 88,790
MORGAN STANLEY FIXED 1.593% DUE 05-04-2027 75,054 69,135
NSTAR ELEC CO 1.95% DUE 08-15-2031 74,631 61,416
NVIDIA CORP 1.55% 06-15-2028 84,782 76,146
PAYPAL HOLDINGS INC 3.9% 06-01-2027 80,046 78,691
PEPSICO INC 5.125% 11-10-2026 84,977 86,830
PHARMACIA CORP DEB 6.6 DUE 12-01-2028 28,287 27,256
PRAXAIR INC NT 1.1% 08-10-2030 49,920 41,574
PROCTER & GAMBLE CO 3.95% DUE 01-26-2028 84,912 84,935
PROGRESSIVE CORP OH 2.5% 03-15-2027 99,962 93,896
PRUDENTIAL FINL INC 1.5% 03-10-2026 50,966 46,609
PUBLIC STORAGE 1.95% 11-09-2028 90,088 80,264
ROYAL BK CDA GLOBAL 5.2% 08-01-2028 84,961 86,782
S&P GLOBAL INC 1.25% DUE 08-15-2030 49,866 40,992
SALESFORCE.COM INC 1.5% DUE 07-15-2028 49,862 44,527
SCHWAB CHARLES CORP NEW 2.3% DUE 05-13-2031 49,903 41,820
SIMON PPTY GROUP L FIXED 2.45% 09-13-2029 73,394 66,829
STANLEY BLACK & DECKER INC 3.0% 05-15-2032 99,803 86,388
STATE STREET CORP VAR RT 11-18-2027 35,000 32,113
STATE STREET CORP 1.746% 02-06-2026 50,000 48,050
TARGET CORP 1.95% 01-15-2027 95,003 88,691
TEXAS INSTRS INC 1.375% DUE 03-12-2025 25,350 24,045
TORONTO DOMINION FIXED 5.532% 07-17-2026 85,000 86,650
TOYOTA MTR CORP 1.339% DUE 03-25-2026 50,000 46,614
TRUIST FINL CORP SR 4.123% 06-06-2028 80,000 77,088
UNILEVER CAP CORP 1.375% DUE 09-14-2030 75,071 61,916
UNITEDHEALTH GROUP INC 4.2% 05-15-2032 98,334 98,034
US BANCORP FIXED 1.375% DUE 07-22-2030 50,605 40,374
WESTPAC BANKING CORPORATION 1.953% 11-20-2028 90,000 79,819

TY 2023 InvestmentsCorpStockSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Name of Stock End of Year Book Value End of Year Fair Market Value
#REORG LABORATORY CORP EXCHANGE 21,118 23,638
#REORG SMURFIT EXCHANGE 07-26-2024 26,824 31,617
ABBOTT LAB COM 72,263 103,356
ABBOTT LAB COM 17,485 17,831
ABBVIE INC COM USD0.01 12,952 14,412
ACCENTURE PLC CLS A 51,039 90,886
ACCENTURE PLC CLS A 43,362 122,117
ACCENTURE PLC CLS A 41,880 60,006
ADOBE INC COM 63,067 193,298
ADOBE INC COM 7,192 12,529
ADR 3I GROUP ADR 59,677 105,818
ADR ADR SONIC HEALTHCARE SPON ADR 35,197 39,498
ADR ADVANTEST CORP SPONSORED ADR 68,241 61,290
ADR ADYEN N V ADR 115,588 102,834
ADR ASM INTERNATIONAL NV ASM 55,839 84,630
ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) 38,033 108,240
ADR ASTRAZENECA PLC SPONSORED ADR 73,775 73,950
ADR ATLAS COPCO AB SPONSORED ADR 26,810 63,557
ADR BAE SYS PLC SPONSORED ADR 79,816 88,693
ADR BAE SYS PLC SPONSORED ADR 46,022 93,954
ADR BHP GROUP LTD SPONSORED ADR 38,952 46,997
ADR BNP PARIBAS SPONSORED ADR REPSTG 51,793 67,882
ADR BRIT AMERN TOB PLC SPONSORED 48,737 36,964
ADR COCA-COLA FEMSA S.A.B DE C.V. 44,852 70,791
ADR COMPAGNIE DE ST GOBAIN ADR 40,635 60,667
ADR COMPASS GROUP PLC SPON ADR 57,961 56,510
ADR DEUTSCHE TELEKOM AG SPONSORED ADR 42,696 55,668
ADR DNB BK ASA SPONSORED ADR 50,803 52,285
ADR ENEL SOCIETA PER AZIONI ADR 42,400 48,252
ADR EVOLUTION AB ADR 107,076 81,796
ADR GLENCORE PLC 28,106 26,045
ADR IBERDROLA S A SPONSORED ADR 30,572 34,650
ADR ICICI BK LTD 70,178 76,622
ADR JULIUS BAER GROUP LTD-UN ADR 39,830 37,470
ADR KOMATSU LTD SPONSORED ISIN 71,680 68,119
ADR L OREAL S A ADR 68,856 73,762
ADR LVMH MOET HENNESSY LOUIS VUITTON ADR 28,226 76,352
ADR MERCEDES-BENZ GROUP AG 52,436 46,876
ADR MICHELIN COMPAGNIE GENERALE DES 31,668 39,332
ADR MUNICH RE GROUP ADR 32,516 61,155
ADR NIPPON TELEG & TEL CORP 76,566 85,637
ADR NN GROUP NV ADR 7,153 6,810
ADR NOVARTIS AG 63,144 93,094
ADR NOVO-NORDISK A S ADR 80,117 155,175
ADR NOVO-NORDISK A S ADR 51,580 56,380
ADR RIO TINTO PLC SPONSORED ADR 45,948 46,910
ADR ROCHE HLDG LTD SPONSORED ADR 27,237 30,542
ADR SAFRAN ADR 81,025 81,685
ADR SCHNEIDER ELECTRIC SE 45,394 59,621
ADR SIEMENS AG COM DM50 57,355 88,769
ADR SOFTBANK CORP ADR 69,341 72,385
ADR TESCO PLC SPONSORED ADR 6,267 7,008
ADR TOKIO MARINE HLDGS INC ADR COM STK 55,653 73,614
ADR TOKYO ELECTRON LTD ADR 32,768 62,543
ADR TOTALENERGIES SE SPONSORED ADR 31,294 46,021
ADR TOYOTA MTR CORP SPONSORED ADR 52,478 66,200
ADR UNITED OVERSEAS BK LTD SPONSORED 56,681 71,152
ADR UPM KYMMENE CORP ADR 33,570 43,251
ADR VEOLIA ENVIRONNEMENT SPONSORED ADR 36,875 46,746
ADR VOLVO AB ADR 31,962 37,672
ADR WOODSIDE ENERGY GROUP LTD 44,015 38,046
ADR XINYI GLASS HLDGS LTD ADS 16,832 7,785
ADR ZURICH INS GROUP LTD SPONSORED 47,033 75,552
AGILENT TECHNOLOGIES INC COM 13,969 27,528
AGILYSYS INC COM STK 7,623 17,643
AIR LEASE CORP CL A CL A 22,854 24,828
AIRBNB INC CL A COM USD0.0001 CL A 129,235 119,123
AKAMAI TECHNOLOGIES INC COM STK 25,654 34,203
ALAMO GROUP INC COM 9,555 14,923
ALBANY INTL CORP NEW CL A 19,747 22,296
ALBEMARLE CORP COM 12,554 15,315
ALIGN TECHNOLOGY INC COM 9,668 28,496
ALLSTATE CORP COM 66,664 81,748
ALPHABET INC CAP STK USD0.001 CL C 69,707 216,187
ALPHABET INC CAPITAL STOCK 48,675 96,945
AMAZON COM INC COM 358,215 389,878
AMAZON COM INC COM 44,118 67,461
AMDOCS ORD GBP0.01 23,307 22,148
AMERICAN INTERNATIONAL GROUP INC COM 35,944 83,875
AMERICOLD RLTY TR INC COM 22,508 22,612
AMGEN INC COM 6,919 8,353
AMPHASTAR PHARMACEUTICALS INC 11,479 20,286
ANALOG DEVICES INC COM 10,108 11,715
ANSYS INC COM 12,044 33,384
AON PLC 69,431 86,142
API GROUP CORPORATION COM 16,342 22,282
APPLE INC COM STK 56,421 184,059
APPLIED MATERIALS INC COM 7,336 21,555
APPLIED MATERIALS INC COM 1,836 2,431
ARCBEST CORP COM 14,409 14,666
ARCH CAPITAL GROUP COM STK 67,070 72,116
ARCHER-DANIELS-MIDLAND CO COM 33,630 65,504
ARLO TECHNOLOGIES INC 5,507 5,169
ARROW ELECTR INC COM 14,892 21,516
ASE TECHNOLOGY HOLDING CO LTD 20,065 36,595
ASSURANT INC COM 20,260 22,409
ATLASSIAN CORP CL A 112,399 120,119
AUTODESK INC COM 60,462 97,879
AUTOMATIC DATA PROCESSING INC 34,221 33,082
AUTOZONE INC COM 23,875 23,270
AVERY DENNISON CORP COM 19,348 23,046
AVIDXCHANGE HLDGS INC COM 7,641 7,855
AXONICS INC COM 19,291 22,341
AZEK CO INC CL A CL A 14,262 24,327
BAXTER INTL INC COM 108,835 68,776
BCE INC COM NEW COM NEW 35,396 32,370
BELDEN INC COM 13,265 19,776
BERKSHIRE HATHAWAY INC COM 3,989 4,637
BIO RAD LABORATORIES INC CL A 18,070 19,051
BLACKLINE INC COM 20,025 21,854
BLACKROCK INC COM STK 36,687 41,402
BOOKING HLDGS INC COM 1,919 3,547
BRISTOL MYERS SQUIBB CO COM 3,100 2,360
BROADCOM INC COM 34,291 55,813
BROADRIDGE FINL SOLUTIONS INC COM STK 19,342 24,484
BUMBLE INC COM CL A COM CL A 16,131 12,102
BXP INC 20,685 17,613
CALIFORNIA WTR SVC GROUP COM 15,435 14,368
CANADIAN NAT RES LTD COM CANADIAN 54,035 54,382
CANADIAN PAC KANS CITY LTD 84,155 144,996
CARPENTER TECHNOLOGY CORP COM 12,317 25,134
CASELLA WASTE SYS INC CL A COM STK 28,819 30,082
CATALENT INC COM 35,079 20,084
CATERPILLAR INC COM 2,139 3,252
CBIZ INC COM 19,524 36,114
CBRE GROUP INC CL A 17,519 36,677
CENCORA INC 11,964 24,645
CERTARA INC COM 20,086 19,208
CHAMPIONX CORPORATION COM 14,176 14,517
CHEMED CORP NEW COM 19,245 22,805
CHEVRON CORP COM 55,110 52,952
CINTAS CORP COM 22,017 28,325
CISCO SYSTEMS INC 32,451 69,819
CISCO SYSTEMS INC 9,832 10,205
CME GROUP INC COM STK 25,704 25,061
COCA COLA CO COM 21,025 24,515
COCA-COLA EUROPACIFIC PARTNERS 51,655 55,528
COGNIZANT TECH SOLUTIONS CORP CL A 63,055 81,346
COMCAST CORP NEW-CL A 66,666 84,543
COMCAST CORP NEW-CL A 8,484 9,296
CONAGRA BRANDS INC COM USD5 58,784 59,899
CONOCOPHILLIPS COM 19,390 69,410
CONOCOPHILLIPS COM 2,926 3,598
CONS EDISON INC COM 23,364 22,470
CONSTELLATION ENERGY CORP 22,353 22,443
CORCEPT THERAPEUTICS INC 6,453 8,964
COSTCO WHOLESALE CORP 54,026 65,348
COTERRA ENERGY INC COM 9,289 22,381
CRANE CO NEW COM 11,962 19,256
CSX CORP COM STK 13,879 25,829
CUMMINS INC 13,047 19,884
CVS HEALTH CORP COM 52,318 67,353
D R HORTON INC COM 10,164 35,867
DANAHER CORP COM 5,071 5,089
DARDEN RESTAURANTS INC COM 14,720 32,039
DENTSPLY SIRONA INC COM 20,671 18,329
DESCARTES SYS GROUP INC COM 15,633 24,377
DEUTSCHE POST AG SPONSORED ADR 33,711 45,089
DOLLAR GEN CORP NEW COM 87,246 62,945
DOLLAR TREE INC COM STK 37,597 69,178
DOUBLEVERIFY HLDGS INC COM 16,182 24,495
DOVER CORP COM USD1.00 78,781 79,981
DOVER CORP COM USD1.00 15,625 25,379
DUKE ENERGY CORP NEW COM 70,097 69,675
DUPONT DE NEMOURS INC COMMON STOCK 58,308 80,623
EASTMAN CHEM CO COM 17,261 21,108
ECOVYST INC COM 9,974 9,291
ELECTR ARTS COM 22,364 23,258
ELEVANCE HEALTH INC 35,254 36,782
ELI LILLY & CO COM 30,381 29,729
ELI LILLY & CO COM 9,500 50,131
ENTEGRIS INC COM 30,662 36,905
EPAM SYS INC COM STK 69,336 48,169
EQTY RESDNTL EFF 5/15/02 63,277 66,481
ESAB CORPORATION COM 9,921 17,324
EVERGY INC COM NPV 25,008 21,559
EXPEDITORS INTL WASH INC COM 20,834 22,387
EXPERIAN PLC 44,107 78,832
EXXON MOBIL CORP COM 49,183 62,288
FERGUSON MERGER 08-01-2024 66,372 87,075
FERRARI N V FERRARI N V COMMON 65,499 130,296
FIDELITY NATL INFORMATION SVCS INC COM STK 112,721 64,936
FIGS INC COM 7,740 6,748
FIRSTCASH HLDGS INC COM 15,460 16,150
FLUOR CORP NEW COM 8,526 15,159
FRESHPET INC COM 14,706 25,854
GARTNER INC COM 15,900 72,629
GATX CORP COM 11,091 19,597
GDR NESTLE S A SPONSORED ADR 48,745 67,875
GDR NESTLE S A SPONSORED ADR 49,521 72,153
GE AEROSPACE 2,388 2,935
GENERAL DYNAMICS CORP COM 16,477 24,669
GILEAD SCIENCES INC 33,176 34,510
GLOBAL PMTS INC COM 15,341 23,876
GOLDMAN SACHS GROUP INC COM 1,975 2,315
GRAND CANYON ED INC COM STK 20,236 22,579
HALOZYME THERAPEUTICS INC COM 22,040 21,178
HAYWARD HLDGS INC COM 6,043 7,793
HELMERICH & PAYNE INC COM 21,158 17,856
HELMERICH & PAYNE INC COM 17,713 13,908
HERSHEY COMPANY COM 21,716 15,288
HEXCEL CORP NEW COM 16,232 19,101
HOLOGIC INC COM 70,629 66,306
HOME DEPOT INC COM 41,220 67,231
HONEYWELL INTL INC COM STK 79,014 82,835
HONEYWELL INTL INC COM STK 46,609 46,136
HOULIHAN LOKEY INC CL A 14,684 28,898
ICF INTL INC COM STK 12,929 16,091
ICON PLC COM 76,350 127,098
INTER PARFUMS INC COM 14,546 26,930
INTERCONTINENTAL EXCHANGE INC 23,350 27,741
INTERCONTINENTAL EXCHANGE INC COM 16,122 30,952
INTUIT COM 40,966 56,253
INTUITIVE SURGICAL INC COM 2,167 2,362
JOHNSON & JOHNSON COM 37,475 44,828
JOHNSON & JOHNSON COM 40,261 60,031
JPMORGAN CHASE & CO COM 49,932 61,746
KELLANOVA COM 19,742 16,438
KEYCORP NEW COM 19,185 20,232
KEYSIGHT TECHNOLOGIES INC COM 13,279 30,863
KRATOS DEFENSE & SECURITY SOLUTIONS INC 17,561 23,252
KURA SUSHI USA INC CL A 10,496 10,336
LABORATORY CORP EXCHANGE 05/20/2024 17,129 24,320
LANDSTAR SYS INC COM 19,542 21,881
LESLIES INC COM 16,539 13,371
LINDE PLC 57,653 71,464
LINDE PLC 45,675 57,089
LOCKHEED MARTIN CORP COM 34,413 34,899
LOEWS CORP COM 20,605 22,060
LOUISIANA-PACIFIC CORP COM 19,255 22,382
LOWES COS INC COM 72,714 75,667
LOWES COS INC COM 1,809 3,561
LUMENTUM HLDGS INC COM 28,358 17,508
MARAVAI LIFESCIENCES HLDGS INC CL A 11,071 6,575
MARTEN TRANS LTD COM 13,502 16,532
MASCO CORP COM 22,831 35,700
MASTERCARD INC CL A 46,991 149,279
MC DONALDS CORP COM 55,024 61,378
MERCADOLIBRE INC COM STK 107,617 117,866
MERCK & CO INC NEW COM 55,514 60,070
MERCK & CO INC NEW COM 38,690 76,532
META PLATFORMS INC COM 29,440 46,015
METHANEX CORP COM STK 18,871 18,944
MGIC INVT CORP WIS COM 17,669 22,261
MICROSOFT CORP COM 141,568 287,671
MICROSOFT CORP COM 98,176 230,136
MID-AMER APT CMNTYS INC COM 21,661 18,690
MONTROSE ENVIRONMENTAL GROUP INC 18,238 14,812
MOTOROLA SOLUTIONS INC 38,823 76,707
MURPHY OIL CORP COM 13,520 13,950
NAPCO SECURITY TECHNOLOGIES INC 20,253 20,310
NCINO INC NEW COM 13,435 16,714
NEOGEN CORP COM 21,770 25,439
NETFLIX INC COM STK 74,094 156,288
NETFLIX INC COM STK 4,877 6,816
NEWMARKET CORP COM 17,637 24,017
NIKE INC CL B 20,945 52,114
NIKE INC CL B 5,847 4,126
NOBLE CORPORATION PLC COM 22,777 28,752
NORTHROP GRUMMAN CORP COM 30,583 63,199
NVIDIA CORP COM 49,250 71,807
O REILLY AUTOMOTIVE INC 14,031 22,802
OGE ENERGY CORP COM 21,439 20,783
OLD REPUBLIC INTERNATIONAL CORP 20,414 21,755
ORACLE CORP COM 35,685 73,696
OUTFRONT MEDIA INC COM 17,706 17,199
PACKAGING CORP AMER COM 20,959 22,156
PACKAGING CORP AMER COM 11,021 18,082
PAXTON CORPORATION 585,195 434,308
PAYCOR HCM INC COM 23,954 20,295
PAYPAL HLDGS INC COM 139,102 106,915
PEPSICO INC COM 46,544 50,103
PHILIP MORRIS INTL COM STK 4,534 4,328
POWER CORP CDA COM 40,382 37,047
PROCTER & GAMBLE COM NPV 38,187 41,471
PROGRESSIVE CORP OH COM 11,784 27,873
PROGYNY INC COM 15,886 16,843
PUB SERVICE ENTERPRISE GROUP INC 21,266 21,280
PUB STORAGE COM 23,599 25,315
QUALCOMM INC COM 2,064 3,905
RAYMOND JAMES FNCL INC COM STK 15,741 28,210
REGENERON PHARMACEUTICALS INC 28,236 29,862
REINSURANCE GROUP AMER INC COM 20,627 28,797
RENAISSANCE RE HLDGS LTD COM 18,708 23,520
REPUBLIC SVCS INC COM 18,233 42,052
ROYAL DUTCH SHELL PLC SPONSORED ADR 44,427 51,258
RTX CORPORATION COMSTK 47,337 66,050
RXSIGHT INC COM 8,107 8,266
SALESFORCE INC COM USD0.001 96,707 160,779
SANOFI SPONSORED ADR 38,614 43,066
SBA COMMUNICATIONS CORP 22,080 23,593
SCOTTS MIRACLE-GRO CLASS 'A' COM 29,326 20,145
SEALED AIR CORP NEW COM STK 18,605 16,653
SENSATA TECHNOLOGIES B V HOLDING 24,691 20,739
SERVICENOW INC COM USD0.001 99,592 216,892
SIGNET JEWELERS LTD ORD 15,672 22,096
SKYWORKS SOLUTIONS INC COM 18,975 23,271
SNAP-ON INC COM 16,427 27,151
SPIRIT AEROSYSTEMS HLDGS INC CL A 28,974 28,348
SPROUT SOCIAL INC COM CL A 17,702 19,046
STARBUCKS CORP COM 3,216 2,880
STERICYCLE INC COM 15,537 14,818
STERIS PLC ORD 41,988 72,331
STEWART INFORMATION SVCS CORP 12,978 18,389
STIFEL FINL CORP COM 13,456 24,272
STRYKER CORP 1,711 1,797
SVENSKA HANDELSBANKEN AB ADR 2,441 2,667
SYNOPSYS INC COM 9,490 38,618
SYSCO CORP COM 16,600 19,964
TECHNIPFMC PLC COM USD1 6,719 20,261
TELEDYNE TECHNOLOGIES INC COM 65,617 70,068
TELEDYNE TECHNOLOGIES INC COM 21,145 22,761
TERRENO RLTY CORP 18,387 17,610
TESLA INC COM 18,909 25,842
THE BALDWIN INSURANCE GROUP INC 8,731 7,975
THE CIGNA GROUP 40,713 69,772
THERMO FISHER SCIENTIFIC INC COM 80,996 80,149
THOMSON REUTERS CORP 51,137 65,653
TJX COS INC COM NEW 51,958 73,547
TJX COS INC COM NEW 9,125 21,201
TJX COS INC COM NEW 1,257 1,501
TOWER SEMICONDUCTOR LTD 13,429 14,039
TRUIST FINL CORP COM 66,262 66,271
UBS GROUP AG COMMON STOCK 64,074 63,716
ULTA BEAUTY INC COM 20,381 23,030
UNION PAC CORP COM 19,983 29,229
UNITED PARCEL SVC INC CL B 3,540 2,987
UNITEDHEALTH GROUP INC COM 62,212 101,082
UNITEDHEALTH GROUP INC COM 27,495 27,376
US BANCORP 87,146 78,120
VERACYTE INC COM 16,535 16,644
VERISK ANALYTICS INC COM 18,057 22,214
VERIZON COMMUNICATIONS COM 80,279 64,203
VERTEX PHARMACEUTICALS INC COM 27,663 32,958
VIAVI SOLUTIONS INC COM NPV 11,146 11,650
VISA INC COM CL A STK 56,280 141,110
VISA INC COM CL A STK 22,420 24,473
VISTEON CORP COM NEW COM NEW 11,010 14,612
VOYA FINL INC COM 20,761 21,523
WALMART INC COM 9,544 9,932
WALT DISNEY CO 72,606 58,779
WASTE CONNECTIONS INC COM 59,585 65,679
WEC ENERGY GROUP INC COM 15,688 19,359
WESTERN UNION CO 18,719 16,736
WILLIS TOWERS WATSON PLC COM 23,598 24,120
WINTRUST FINL CORP COM 19,268 26,619
WOODWARD INC COM 12,993 23,142
WORKDAY INC CL A COM USD0.001 58,567 73,156
ZOETIS INC COM 1,252 1,382
ZOETIS INC COM USD0.01 CL 'A' 28,492 79,343

TY 2023 InvestmentsGovtObligationsSch
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
US Government Securities - End of Year Book Value:

1,909,467
US Government Securities - End of Year Fair Market Value:

1,852,775
State & Local Government Securities - End of Year Book Value:


0
State & Local Government Securities - End of Year Fair Market Value:


0


TY 2023 InvestmentsOtherSchedule2
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
LS POWER FUND III FEEDER 2 LP AT COST 1,608,448 3,979,904
LS POWER FUND IV FEEDER 2, LP AT COST 9,161,688 12,105,796
LS POWER FUND V FEEDER 2, LP AT COST 45,937 25,622
MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD AT COST 2,342,514 2,769,612
MFC FLEXSHARES TRUST GLOBAL BROAD INFRASTRUCTURE INDEX FD AT COST 452,302 540,832
MFC SPDR DOW JONES INDL AVERAGE ETF AT COST 5,957,458 10,899,080
MFO BLACKROCK FDS V HIGH YIELD BD PORT AT COST 3,001,189 2,955,584
MFO DFA INVT DIMENSIONS GROUP INC EMERGING MKTS CORE EQUITY FD AT COST 1,519,962 1,493,845
MFO DFA INVT DIMENSIONS GROUP INC REAL ESTATE SECS PORTFOLIO AT COST 498,079 543,745
MFO VANGUARD INFLATION PROTECTED SECURITIES FUND AT COST 1,192,750 1,033,217

TY 2023 LegalFeesSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 7,349 0   7,349


TY 2023 OtherDecreasesSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Description Amount
BOOK TO TAX TIMING DIFFERENCES 24,228


TY 2023 OtherExpensesSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 142 0   142
COMPUTER EXPENSES 26 0   26
FUNDRAISING EXPENSES 23,641 0   23,641
INTERNET SERVICE FEES 379 0   379
OFFICE EXPENSES 635 0   635
OFFICE INSURANCE 390 0   390
OTHER EXPENSES FROM PASSTHROUGHS 24,717 24,717   0
PAYROLL SERVICE FEES 1,833 0   1,833
POSTAGE AND SHIPPING 685 0   685


TY 2023 OtherIncomeSchedule2
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BLACKROCK SERVICE FEE REBATE 619 619 619


TY 2023 OtherProfessionalFeesSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NORTHERN TRUST 233,233 233,233   0
CONSULTING FEES 120,113 0   120,113


TY 2023 TaxesSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 35,000 0   0
NT MGD EQ ACCTS FOREIGN TAXES 29,030 29,030   0
PAYROLL TAXES 12,682 0   12,682