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
SEGAL FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1474 TECHNY ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTHBROOK, IL60062
A Employer identification number

36-4330990
B Telephone number (see instructions)

(847) 380-4440
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$43,588,607J 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) 6,757,969
2 Check right arrow.............
3 Interest on savings and temporary cash investments 752 752  
4 Dividends and interest from securities... 619,422 619,422  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 258,066
b Gross sales price for all assets on line 6a 4,925,861
7 Capital gain net income (from Part IV, line 2)... 2,401,381
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
1,171 1,171  
12 Total. Add lines 1 through 11........ 7,637,380 3,022,726  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
5,200 5,200   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
41,964 23,722   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
56,850 56,850   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 104,014 85,772   0
25 Contributions, gifts, grants paid....... 3,095,000 3,095,000
26 Total expenses and disbursements. Add lines 24 and 25 3,199,014 85,772   3,095,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,438,366
b Net investment income (if negative, enter -0-) 2,936,954
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......... 1,072,306 3,404,307 3,404,307
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)      
b Investments—corporate stock (attach schedule)....... 22,931,586 Click to see attachment
List of Attached Documents:
// Content
25,199,466 		35,498,949
c Investments—corporate bonds (attach schedule)....... 2,843,447 Click to see attachment
List of Attached Documents:
// Content
2,843,447 		2,753,211
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).......... 2,091,247 Click to see attachment
List of Attached Documents:
// Content
1,919,219 		1,919,219
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow) Click to see attachment
List of Attached Documents:
// Content
2,408 		Click to see attachment
List of Attached Documents:
// Content
12,921 		Click to see attachment
List of Attached Documents:
// Content
12,921
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 28,940,994 33,379,360 43,588,607
Liabilities 17 Accounts payable and accrued expenses..........    
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)......... 0 0
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........... 28,940,994 33,379,360
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 28,940,994 33,379,360
30 Total liabilities and net assets/fund balances (see instructions). 28,940,994 33,379,360
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
28,940,994
2
Enter amount from Part I, line 27a .....................
2
4,438,366
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
33,379,360
5
Decreases not included in line 2 (itemize) right arrow
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
33,379,360
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 ORBIMED ISRAEL PARTNERS II, L.P. - K1 LT P    
b ORBIMED PRIVATE INVESTMENTS VI, L.P. - K1 LT P    
c ORBIMED PRIVATE INVESTMENTS VI-K-1 P    
d ROUNDTABLE HEALTHCAREPARTNERS - K1 LT P    
e THE NORTHERN TRUST COMPANY LT COVERED #9989 P    
ORBIMED ISRAEL PARTNERS II, L.P. - K1 LT P    
ORBIMED PRIVATE INVESTMENTS VI, L.P. - K1 LT P    
THE NORTHERN TRUST COMPANY LT COVERED #9989 P    
8093 NVIDIA CORP P 2016-11-08 2023-03-31
9700 RYAN SPECIALTY HOLDINGS INC P 2021-07-22 2023-05-25
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 12,186     12,186
b 38,368     38,368
c 13,907     13,907
d 145,024     145,024
e 1,683,099   2,086,463 -403,364
    19,688 -19,688
9,466     9,466
26,413   25,031 1,382
2,240,864   143,451 2,097,413
397,171   249,847 147,324
359,363     359,363
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       12,186
b       38,368
c       13,907
d       145,024
e       -403,364
      -19,688
      9,466
      1,382
      2,097,413
      147,324
      359,363
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 2,401,381
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 40,824
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 40,824
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 40,824
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 26,441
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 76,441
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 622
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 34,995
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow34,995 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
 
No
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 arrowIL
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 arrowHARVEY SILVERSTONE Telephone no.right arrow (847) 380-4440

Located atright arrow1474 TECHNY ROADNORTHBROOKIL ZIP+4right arrow60062
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)
 
No
(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
 
 
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
 
 
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? .............................
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
CAROLE B SEGAL PRES/TREAS
0.00 		0 0 0
34 WOODLEY ROAD
WINNETKA,IL60093
HARVEY J SILVERSTONE SECRETARY
0.00 		0 0 0
1474 TECHNY ROAD
NORTHBROOK,IL60062
KATHERINE FREKKO DIRECTOR
0.00 		0 0 0
250 S BASSWOOD ROAD
LAKE FOREST,IL60045
ROBERT SEGAL DIRECTOR
0.00 		0 0 0
1245 WESTMOOR ROAD
WINNETKA,IL60093
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
NONE
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
32,526,422
b
Average of monthly cash balances.......................
1b
2,450,128
c
Fair market value of all other assets (see instructions)................
1c
2,005,233
d
Total (add lines 1a, b, and c).........................
1d
36,981,783
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
36,981,783
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
554,727
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
36,427,056
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,821,353
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
1,821,353
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
40,824
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
40,824
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,780,529
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,780,529
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
1,780,529
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
3,095,000
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
3,095,000
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 1,780,529
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...... 1,302,441
b From 2019...... 1,371,024
c From 2020...... 1,151,429
d From 2021...... 788,455
e From 2022...... 1,483,183
f Total of lines 3a through e ........ 6,096,532
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 3,095,000
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..... 1,780,529
e Remaining amount distributed out of corpus 1,314,471
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 7,411,003
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) ... 		1,302,441
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		6,108,562
10 Analysis of line 9:
a Excess from 2019.... 1,371,024
b Excess from 2020.... 1,151,429
c Excess from 2021.... 788,455
d Excess from 2022.... 1,483,183
e Excess from 2023.... 1,314,471
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).)
CAROLE B 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 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

UNIVERSITY OF CHICAGO DIVISION OF BIOLOGICAL SCIENCES DCIS AND LOW-DOSE IMA

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 125,000

SMITHSONIAN INSTITUTION NATIONAL MUSEUM OF AMERICAN HISTORY BECOMING US

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 75,000

MILWAKEE ART MUSUEM SUPPORTING SPONSOR

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

THE BETTER ANGELS SOCIETY CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

COLORADO MOUNTAIN COLLEGE FOUNDATION DIRECTOR OPERATIONS FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 20,000

THE WOMAN'S BOARD OF RUSH UNIVERSITY MEDICAL CENTER WOMAN'S BOARD SPRING LU

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 15,000

CENTRAL FUND OF ISRAEL ISRAEL ADVOCACY

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

THRESHOLDS CHARITABLE DONATION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

ILLINOIS HOLOCAUST MUSEUM AND EDUCATION CENTER EDUCATIONAL PROGRAMS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

STARKEY HEARING FOUNDATION CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

FACING HISTORY AND OURSELVES 2023 ANNUAL FUND & CPS CURRICULUM

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 70,000

LURIE CHILDREN'S HOSPITAL NEURO-ONCOLOGY RESEARCH

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

CHICAGO LYRIC OPERA PERFORMANCES FOR STUDENTS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 30,000

FOREST TRENDS NEW PROGRAMS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

SCHOOL OF ART INSTITUTE OF CHICAGO FIRST-GENERATION FELLOW PROGRAM

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 12,000

CATHOLIC EXTENSION CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

EVERYTOWN FOR GUN SAFETY SUPPORT FUND SAFETY SUPPORT FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

ICIVICS CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

SOUTHERN POVERTY LAW CENTER 2023 CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 4,000

DOCTORS WITHOUT BORDERS USA 2023 CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,000

CHICAGO HISTORICAL SOCIETY CHICAGO LEARNING COLLABORATIVE

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

CHICAGO THEOLOGICAL UNION BLESSED ARE THE PEACEMAKERS DINNER

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

AMERICAN FRIENDS OF TEL AVIV UNIVERSITY AMERICAN FRIENDS OF TEL AVIV UNIVER

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 30,000

UNICEF COVAX

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 30,000

AMERICAN TECHNION SCHOLORSHIPS SCHOLORSHIPS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

CHICAGO HISTORICAL SOCIETY MAKING HISTORY AWARDS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

CLEARBROOK SHINING STAR BALL

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

COLORADO MOUNTAIN COLLEGE NURSING SIMULATION LAB CAMPAIGN

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

GIRL SCOUTS TRIBUTE TO ACHIEVEMENT DINNER

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

WINDOW TO THE WORLD COMMUNICATIONS INC 2023 GALA

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

THE LOBLOLLY COMMUNITY FOUNDATION 2023 LOBLOLLYPOP

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

CHICAGO THEOLOGICAL UNION BERNARDIN CENTER

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 7,500

CONGREGATION SUKKAT SHALOM MUSIC EVENTS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,000

HOWARD AREA COMMUNITY CENTER CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

CHICAGO PUBLIC MEDIA SUMMER INTERNSHIP PROGRAM 2023

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 55,000

ASPEN INSTITUTE SOCIETY OF FELLOWSASPEN GLOBAL INNOVATORS GROUP

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

CHICAGO SHAKESPEARE THEATHER GALA

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

PARTNERS IN HEALTH UGHE SCHOLARSHIP FUND CUMMINGS MATCH

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

CHICAGO COMMUNITY FOUNDATION ABIC COUNCIL

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 30,000

PARTNERS IN HEALTH UGHE RUSH BLOOD TRANSFUSION PROGRAM

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

CHICAGO ARCHITECTURE BIENNIAL 2023 PROGRAM

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

COLORADO MOUNTAIN COLLEGE DIRECTOR OPERATIONS FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

CROW CANYON ARCHAEOLOGICAL CENTER 40TH ANIVERSARY CELEBRATION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

CRYSTAL BRIDGES FUND THE ART KITS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

RECORD NORTH SHORE

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

BATES COLLEGE PURPOSEFUL WORK FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 375,000

THE UNIVERSITY OF CHICAGO DIVISION OF BIOLOGICAL SCIENCES PANCREATIC CANCER

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 125,000

ILLINOIS INSITUTE OF TECHNOLOGY HEALTH INITIATIVE

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 100,000

WINDOW TO THE WORLD COMMUNICATIONS INC NATURE CAT

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 100,000

LYRIC OPERA OF CHICAGO CAPITAL IMPROVEMENT

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

RUSH UNIVERSITY MEDICAL CENTER ROAD HOME

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

SHIRLEY RYAN ABILITY LAB

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

ART INSITITUTE OF CHICAGO BOARD OF DIRECTORS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

TIMELINE THEATHER COMPANY CAPITAL CAMPAIGN

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 20,000

BATES COLLEGE THE FRIENDS OF CHICAGO SCHOLARSHIP FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

BERNIE'S BOOK BANK CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

CIVIC FEDERATION ANNUAL CIVIC FEDDERATION AWARDS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

UNITED WAY OF METRO CHICAGO STRONGER NEIGHBORHOODS AWARDS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

CROHN'S & COLITIS FOUNDATION GOLF OUTING

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 7,500

CROW CANYON ARCHAEOLOGICAL CENTER INFRASTUCTURE GOLF OUTING

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

GIRL SCOUTS PADDLE RAISE

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

ROHODE ISLAND SCHOOL OF DESIGN RISD SCHOLARS FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

BATES COLLEGE THE OREN B CHENEY SOCIETY SCHOLARSHIP FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

SMILE TRAIN PROCESSING CENTER SIMLE TRAIN RWANDA

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

ICDI CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,500

AMERICAN SOCIETY FOR YAD VASHEM INC ANNUAL MEMBERSHIP

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,000

AMERICAN SOCIETY FOR YAD VASHEM INC CHRISTIAN FRIENDS OF YAD VASHEM

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,000

ART INSITITUTE OF CHICAGO BOARD OF DIRECTORS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

RUSH UNIVERSITY MEDICAL CENTER INNOVATION AND RESEARCH

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 150,000

CONGREGATION SUKKAT SHALOM RABBINIC CHAIR FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

FIELD MUSUEM ENDOWMENT

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

THE CHICAGO COUNCIL ON GLOBAL AFFAIRS MEMEBERSHIP

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

THE WOMAN'S BOARD OF RUSH UNIVERSITY MEDICAL CENTER FALL BENEFIT

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 50,000

ACCELERATE INSTITUE ALAIN LOCKE INITIATIVE

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

RUSH UNIVERSITY MEDICAL CENTER ANCHOR CROSS SOCIETY

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

CHICAGO LYRIC OPERA BOARD OF DIRECTORS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 20,000

CHICAGO SHAKESPEARE THEATHER PADDLE RAISE PLEDGE

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

LURIE'S CHILDREN'S HOSPITAL CIRCLE OF CARE

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

MARINE CORPS MCSF CHICAGO DINNER

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

METROPOLITAN PLANNING COUNCIL MPC ANNUAL EVENT

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

PARTNERS IN HEALTH ASPEN INSTITUTE DINNER

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 8,000

CATHOLIC THEOLOGICAL UNION CATHOLIC-JEWISH STUDIES

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 7,500

JUNIOR ACHIEVEMENT CHICAGO BUSINESS HALL OF FAME EVENT

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 6,000

CHICAGO PUBLIC LIBRARY CARL SANDBURG LIBRARY AWARDS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

OLD WORLD WISCONSIN FOUNDATION IMMIGRATION AND INDIGENOUS PEOPLE PROGRAMS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

WORLD WILDLIFE FUND ONARCH RECOVERY

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

HOWARD AREA COMMUNITY CENTER CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

WEIZMANN INSTITUTE FOR SCIENCE CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

ILLINOIS INSTITUTE OF TECHNOLOGY MIES VAN DER ROHE SOCIETY

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,500

AMERICAN FRIENDS OF THE ISRAEL MUSEUM CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,000

AMERICAN JEWISH WORLD SERVICE NATURAL RESOURCE RIGHTS IN AFRICA

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,000

CROW CANYON ARCHAELOGICAL CENTER BOARD OF DIRECTORS ANNUAL FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 30,000

AMERICAN HEWISH COMMITTEE ANTISEMITISM IN THE US

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

CHICAGO SHAKESPEARE THEATHER BOARD OF DIRECTORS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 20,000

CHICAGO HISTORY MUSEUM PROGRAM FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

CHICAGO INNOVATION FOUNDATION CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

CROW CANYON ARCHAELOGICAL CENTER 40TH ANNIVERSARY CELEBRATION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

GOLDEN APPLE FOUNDATION SCHOLARSHIPS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

BIG SHOULDERS FUND BIG SHOULDERS FUND

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

BRADY CENTER TO PREVENT GUN VIOLENCE CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

BULAMU HEALTHCARE CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

CHICAGO HISTORY MUSEUM BOARD OF DIRECTORS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

INTERFAITH YOUTH CORE INTERFAITH YOUTH CORE PROGRAMS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

MUSEUM OF SCIENCE AND INDUSTRY CHARITABLE

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

NEW ISRAEL FUND CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

FIELD MUSEUM FOUNDER'S COUNCIL

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

HATZALAH DONATION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

NATIONAL PARKS CONSERVATION ASSOCIATION CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

SANDY HOOK PROMISE FOUNDATION CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

CHICAGO CHESED FUND CHARITABLE CONTRIBUTION

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 500

LURIE CHILDREN'S HOSPITAL CENTER FOR CILDHOOD RESILIENCE

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 100,000

JEWISH UNITED FUND ANNUAL FUNDJEWISH GENETICS

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 75,000

LEO CATHOLIC HIGH SCHOOL 2023 SCHOLARSHIP BENEFIT

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 25,000

DOMINICAN UNIVERSITY SCHOLARSHIP SUPPORT

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 15,000

ILLINOIS INSITUTE OF TECHNOLOGY HEALTH TRUSTEE GIFTPRESIDENTS STRATEGIC INI

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 15,000

LINCOLN PARK ZOO

1474 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 10,000

LEWISTON-AUBURN AREA RESPONSE FUND CONTRIBUTION

1475 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 6,000

BULAMU HEALTHCARE CHARITABLE CONTRIBUTION

1476 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

FRIENDS OF THE JEWISH MUSEUM BERLIN BENEFACTORS CIRCLE

1477 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

ILLINOIS INSTITUTE OF TECHNOLOGY INSTITUTE OF DESIGN

1478 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

PROVIDENCE STMEL SCHOLARSHIP

1479 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000

BATES PARENTS FUND DIVERSITY PROGRAM

1480 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 3,000

USC SHOAH FOUNDATION INSTITUTE FOR VISUAL HISTORY AND EDUCATION SEGAL FAMIL

1481 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 2,000

BUSINESS IMMIGRATION DONATION REFSEGAL FAMILY FOUNDATION IL BUSINESS IMMIGR

1481 TECHNY ROAD
NORTHBROOK,IL60062 		  PUBLIC CHARITY GENERAL UNRESTRICTED EXEMPT PURPOSE OF ORGANIZATION 5,000
Total .................................right arrow 3a 3,095,000
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 ........... 		    14 752  
4 Dividends and interest from securities ....     14 619,422  
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 1,171  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 258,066  
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) .. 0 879,411 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
879,411
(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
SEGAL FAMILY FOUNDATION
 
Employer identification number

36-4330990
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
SEGAL FAMILY FOUNDATION
  		Employer identification number
36-4330990
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
GORDON SEGAL
1474 TECHNY ROAD
 
NORTHBROOK, IL60062

$ 2,137,361


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
2
GORDON SEGAL
1474 TECHNY ROAD
 
NORTHBROOK, IL60062

$ 399,252


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
3
GORDON SEGAL
1474 TECHNY ROAD
 
NORTHBROOK, IL60062

$ 4,221,356


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

$  


(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
SEGAL FAMILY FOUNDATION
  		Employer identification number

36-4330990
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
1
 8,093 SHARES OF NVIDIA CORP $ 2,137,361 2023-03-29
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
2
 9,700 SHARES OF RYAN SPECIALTY HOLDINGS $ 399,252 2023-04-20
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
3
 105,276 SHARE OF CAVA GROUP INC $ 4,221,356 2023-12-21
(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
SEGAL FAMILY FOUNDATION
  		Employer identification number

36-4330990
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


Software ID:  
Software Version:  

TY 2023 AccountingFeesSchedule
Name:
SEGAL FAMILY FOUNDATION
EIN:
36-4330990
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 5,200 5,200   0

TY 2023 InvestmentsCorpBondsSchedule
Name:
SEGAL FAMILY FOUNDATION
EIN:
36-4330990
Name of Bond End of Year Book Value End of Year Fair Market Value
VANGUARD SCOTTSDALE FDS 2,843,447 2,753,211

TY 2023 InvestmentsCorpStockSchedule
Name:
SEGAL FAMILY FOUNDATION
EIN:
36-4330990
Name of Stock End of Year Book Value End of Year Fair Market Value
2000.00 ALPHABET INC CAPITAL STOCK 122,247 279,380
3000.00 AMAZON COM INC 270,827 455,820
1,500.00 MICROSOFT CORP 178,433 564,060
53,151.10 MFO BARON SELECT FDS EMERGING MARKETS 699,556 745,178
17,078.52 MFO EUROPACIFIC GROWTH FD 513,785 935,220
96,362.37 JOHCM INTERNATIONAL SELECT FUND 1,650,000 2,233,680
48,010.26 MFO ADVISORS INNER CIRCLE FD 874,485 1,198,816
5,311.28 MFO DODGE & COX STOCK FD 1,185,000 1,293,562
10,979.85 MFO HARBOR FDS CAP 284,125 1,062,410
62036.87 MFO HARBOR FDS SMAL CAP 2,049,447 2,392,762
40,120.02 MFO ROWE T PRICE NEW HORIZONS 2,186,377 2,268,386
27,281.67 MFO T ROWE MID-CAP EQTY GROWTH 581,580 1,716,563
23,615.75 MFO VANGUARD SPECIALIZED FUNDS 354,472 878,742
28,900.00 MFC ISHARES INC CORE MSCI 1,500,148 1,461,762
20,530.00 MFC ETF I SHARES MSCI EAFE 1,226,198 1,546,936
6,987.00 MFC ISHARES TR RUSSELL 1000 VALUE 690,153 1,154,602
4,475.00 MFC ISHARES TR RUSSELL 2000 VALUE 400,096 695,102
10,563.00 MFC VANGUARD GROWTH 412,476 3,283,825
27,003.00 MFC VANGUARD LARGE-CAP 1,763,965 5,890,704
340772.00 MATTERPORT INC 4,034,740 916,677
105,276.00 CAVA GROUP INC 4,221,356 4,524,762

TY 2023 InvestmentsOtherSchedule2
Name:
SEGAL FAMILY FOUNDATION
EIN:
36-4330990
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ROUNDTABLE HEALTHCARE PARTNERS IV AT COST 194,156 194,156
ORBIMED PRIVATE INVESTMENTS VI LP AT COST 859,353 859,353
ORBIMED ISRAEL PARTNERS II, L.P. AT COST 865,210 865,210
ORBIMED PRIVATE INVESTMENTS VI-IP LP AT COST 500 500

TY 2023 OtherAssetsSchedule
Name:
SEGAL FAMILY FOUNDATION
EIN:
36-4330990
Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
DIVIDEND RECEIVABLE 2,408 12,921 12,921


TY 2023 OtherExpensesSchedule
Name:
SEGAL FAMILY FOUNDATION
EIN:
36-4330990
Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
BANK FEES 16,929 16,929   0
PORTFOLIO DEDUCTIONS - ROUNDTABLE HEALTHCARE PARTNERS 5,357 5,357   0
PORTFOLIO DEDUCTIONS - ORBIMED PRIVATE INVESTMENT VI LP 10,370 10,370   0
PORTFOLIO DEDUCTIONS - ORBIMED ISRAEL PARTNERS II 23,755 23,755   0
INTEREST EXPENSE 439 439   0


TY 2023 OtherIncomeSchedule2
Name:
SEGAL FAMILY FOUNDATION
EIN:
36-4330990
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
OTHER INCOME NORTHERN TRUST 1,171 1,171 1,171


TY 2023 TaxesSchedule
Name:
SEGAL FAMILY FOUNDATION
EIN:
36-4330990
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAXES 23,722 23,722   0
IL FILING FEES 26 0   0
FEDERAL TAXES 18,216 0   0