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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
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$75,869,856
J 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) 878,519
2 Check right arrow.............
3 Interest on savings and temporary cash investments 159,384 159,384  
4 Dividends and interest from securities... 2,838,968 2,838,968  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,211,317
b Gross sales price for all assets on line 6a 22,295,876
7 Capital gain net income (from Part IV, line 2)... 4,211,317
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)....... 995 995  
12 Total. Add lines 1 through 11........ 8,089,183 7,210,664  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 225,460 0   225,460
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 11,151 0   11,151
16a Legal fees (attach schedule)......... 910 0   910
b Accounting fees (attach schedule)....... 8,206 8,206   0
c Other professional fees (attach schedule).... 461,576 235,051   226,525
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 148,606 32,893   13,313
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 8,783 0   8,783
21 Travel, conferences, and meetings....... 39,148 0   39,149
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 94,564 29,530   65,034
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 998,404 305,680   590,325
25 Contributions, gifts, grants paid....... 3,018,750 3,018,750
26 Total expenses and disbursements. Add lines 24 and 25 4,017,154 305,680   3,609,075
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,072,029
b Net investment income (if negative, enter -0-) 6,904,984
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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......... 8,109,731 10,109,786 10,109,786
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) 1,909,467 Click to see attachment
List of Attached Documents:
// Content
2,370,709
2,325,016
b Investments—corporate stock (attach schedule)....... 12,561,860 Click to see attachment
List of Attached Documents:
// Content
8,531,681
10,113,451
c Investments—corporate bonds (attach schedule)....... 4,726,576 Click to see attachment
List of Attached Documents:
// Content
7,503,859
7,220,846
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).......... 25,780,327 Click to see attachment
List of Attached Documents:
// Content
28,627,413
46,100,757
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) 53,087,961 57,143,448 75,869,856
Liabilities 17 Accounts payable and accrued expenses.......... 5,466 1,583
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)......... 5,466 1,583
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 53,082,495 57,141,865
29 Total net assets or fund balances (see instructions)..... 53,082,495 57,141,865
30 Total liabilities and net assets/fund balances (see instructions). 53,087,961 57,143,448
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
53,082,495
2
Enter amount from Part I, line 27a .....................
2
4,072,029
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
57,154,524
5
Decreases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
5
12,659
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
57,141,865
Form 990-PF (2024)
Form 990-PF (2024)
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      
b LS POWER FUND V FEEDER 2, LP P    
c CAPITAL GAINS DIVIDENDS P    
d
e
(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 22,239,518   18,084,559 4,154,959
b 44,748     44,748
c 11,610     11,610
d
e
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       4,154,959
b       44,748
c       11,610
d
e
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 4,211,317
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 95,979
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 95,979
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 95,979
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 75,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 105,000
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 3,020
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 6,001
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow6,001 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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 2024 or the taxable year beginning in 2024? 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 2024, 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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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
VICKI D SEHGAL DIRECTOR, PRESIDENT
0.00
0 0 0
5125 WELKER AVENUE
DES MOINES,IA50312
BERND U SEHGAL DIRECTOR, VICE PRESIDENT
0.00
0 0 0
716 JUDSON AVENUE
EVANSTON,IL60202
MAUREEN SMITH DIRECTOR, SECRETARY
0.00
0 0 0
716 JUDSON AVENUE
EVANSTON,IL60202
KENAI K SEHGAL DIRECTOR, TREASURER
0.00
0 0 0
172 MESEROLE STREET APT 4B
BROOKLYN,NY11206
SURINDER M SEHGAL DIRECTOR
0.00
0 0 0
16340 OAKS PARK LOOP
FORT MYERS,FL33908
EDDA G SEHGAL DIRECTOR
0.00
0 0 0
16340 OAKS PARK LOOP
FORT MYERS,FL33908
OLIVER S SEHGAL DIRECTOR
0.00
0 0 0
100 COURT AVENUE SUITE 211
DES MOINES,IA50309
RYAN CLUTTER DIRECTOR
0.00
0 0 0
5125 WELKER AVENUE
DES MOINES,IA50312
RAJAT J SEHGAL EXECUTIVE VICE PRESIDENT
40.00
197,258 28,202 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 (2024)
Form 990-PF (2024)
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 235,051
50 LASALLE STREET B-10
CHICAGO,IL60603
ROMA BOSE CONSULTING 124,391
2825 SOUTH CREEK POINTE LANE
EAGLE,ID83616
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 (2024)
Form 990-PF (2024)
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
62,252,552
b
Average of monthly cash balances.......................
1b
6,960,182
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
69,212,734
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
69,212,734
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
1,038,191
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
68,174,543
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
3,408,727
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
3,408,727
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
95,979
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
95,979
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
3,312,748
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
3,312,748
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
3,312,748
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
3,609,075
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
3,609,075
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus
(b)
Years prior to 2023
(c)
2023
(d)
2024
1 Distributable amount for 2024 from Part X, line 7 3,312,748
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 20,468
b From 2020......  
c From 2021......  
d From 2022......  
e From 2023...... 194,870
f Total of lines 3a through e ........ 215,338
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 3,609,075
a Applied to 2023, 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 2024 distributable amount..... 3,312,748
e Remaining amount distributed out of corpus 296,327
5 Excess distributions carryover applied to 2024. 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 5 511,665
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions .............
0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 ..........
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 2019 not
applied on line 5 or line 7 (see instructions) ...
20,468
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ......
491,197
10 Analysis of line 9:
a Excess from 2020....  
b Excess from 2021....  
c Excess from 2022....  
d Excess from 2023.... 194,870
e Excess from 2024.... 296,327
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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).)
VICKI D SEHGAL
BERND U SEHGAL
KENAI K SEHGAL
SURINDER M SEHGAL
EDDA G SEHGAL
OLIVER S 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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
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 (2024)
Form 990-PF (2024)
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

ABOVE AND BEYOND CANCER INC

1915 GRAND AVENUE
DES MOINES,IA50309
NONE PC SUPPORT THE CHARITABLE PURPOSE OF SUPPORTING CANCER SURVIVORS AND THEIR FAMILIES 1,000

AKANKSHA EDUCATION FUND

PO BOX 2038
NEW YORK,NY10113
NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING EDUCATIONAL OPPORTUNITIES FOR DISADVANTAGED CHILDREN IN INDIA 250

ALZHEIMER'S ASSOCIATION

1415 28TH ST STE 430
WEST DES MOINES,IA50206
NONE PC SUPPORT THE CHARITABLE PURPOSE OF ELIMINATING ALZHEIMER'S DISEASE THROUGH THE ADVANCEMENT OF RESEARCH, TO ENHANCE CARE AND SUPPORT FOR ALL AFFECTED, AND TO REDUCE THE REDUCE THE RISK OF DEMENTIA THROUGH THE PROMOTION OF BRAIN HEALTH 2,500

AMERICAN HEART ASSOCIATION

7272 GREENVILLE AVE
DALLAS,TX75231
NONE PC SUPPORT THE CHARITABLE PURPOSE OF FUNDING RESEARCH TO IMPROVE THE TREATMENTS OF, PREVENT AND FIND A CURE FOR HEART DISEASE 1,000

THE ANTI-CRUELTY SOCIETY

157 WEST GRAND AVENUE
CHICAGO,IL60654
NONE PC SUPPORT THE CHARITABLE PURPOSE OF BUILDING A COMMUNITY OF CARING BY HELPING PETS AND EDUCATING PEOPLE ABOUT PET ADOPTION 2,500

BREAKTHROUGH T1D

PO BOX 5021
HAGERSTOWN,MD217415021
NONE PC SUPPORT THE CHARITABLE PURPOSE OF FUNDING RESEARCH TO IMPROVE THE TREATMENTS OF, PREVENT AND FIND A CURE FOR TYPE 1 DIABETES 25,000

CAN PLAY

6500 GRAND AVENUE
WEST DES MOINES,IA50266
NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING AN ENVIRONMENT FOR THE UNDERSERVED YOUTH IN THE DES MOINES COMMUNITY TO PLAY AND BUILD SELF-CONFIDENCE 2,500

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

CHARITYVEST INC

2261 MARKET ST 4015
SAN FRANCISCO,CA94114
NONE PC SUPPORT THE CHARITABLE PURPOSE OF FACILITATING MEMORIAL CHARITABLE GIVING TO U.S. BASED CHARITIES 500

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 2,500

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,IA50312
NONE PC SUPPORT THE ORGANIZATION'S EDUCATIONAL AND LITERARY ACTIVITIES TO PROMOTE THEATRE AS AN ART AND CULTURAL ENRICHMENT 27,500

DRAKE UNIVERSITY

2507 UNIVERSITY AVENUE
DES MOINES,IA503114505
NONE PC SUPPORT THE CHARITABLE PURPOSE OF THE UNIVERSITY'S SCHOLARSHIP PROGRAM FOR UNDERGRADUATE STUDENTS. 5,000

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 7,500

GIVING HOPE AND HELP INC

PO BOX 2446
LEES SUMMIT,MO64063
NONE PC SUPPORT THE CHARITABLE PURPOSE OF DOMESTIC VIOLENCE SURVIVORS AND PROVIDING SCHOLARSHIP OPPORTUNITIES TO UNDERSERVED, HIGH-ACHIEVING, COLLEGE-BOUND HIGH SCHOOL STUDENTS 2,500

INDIA ASSOCIATION OF FORT MYERS

PO BOX 07183
FORT MYERS,FL33919
NONE PC SUPPORT THE CHARITABLE PURPOSE OF CELEBRATING THE RICH CULTURE AND FESTIVALS ASSOCIATED WITH INDIA TO PROMOTE THE UNDERSTANDING AND TOLERANCE OF PEOPLE OF INDIAN ORIGIN 2,500

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 31,000

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 10,000

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 RESOURCE FOR INTERNATIONAL VISITORS TO THE STATE OF IOWA 30,000

JACKSON CHANCE FOUNDATION

1953 N CLYBOURN AVE SUITE R311
CHICAGO,IL60614
NONE PC SUPPORT THE CHARITABLE PURPOSE OF PROVIDING PARKING AND TRANSPORTATION SUPPORT TO FAMILIES WHILE THEIR CHILDREN RECEIVE MEDICAL CARE IN THE NEONATAL INTENSIVE CARE UNIT 2,500

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,KS64132
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 1,500

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 250

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 250

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

YMCA OF GREATER DES MOINES

501 GRAND AVENUE
DES MOINES,IA50309
NONE PC SUPPORT THE CHARITABLE PURPOSE OF BUILDING STRONG KIDS, STRONG FAMILIES, AND STRONG COMMUNITIES 2,500

YOUTH AND SHELTER SERVICES INC

PO BOX 1628
AMES,IA50010
NONE PC SUPPORT THE CHARITABLE PURPOSE OF POSITIVELY IMPACTING THE LIVES AND FUTURES OF CHILDREN, YOUTH AND FAMILIES 125,000

S M SEHGAL FOUNDATION

PLOT NO 34 SECTOR 44
GURGAON   122002
IN
NONE NC SUPPORT THE CHARITABLE PURPOSE OF THE ORGANIZATION 2,705,000
Total .................................right arrow 3a 3,018,750
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
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 ...........
    14 159,384  
4 Dividends and interest from securities ....     14 2,838,968  
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 .....     14 995  
8 Gain or (loss) from sales of assets other than
inventory ............
    18 4,211,317  
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 7,210,664 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
7,210,664
(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 (2024)
Form 990-PF (2024)
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 Right Arrow
Firm's EIN Right Arrow
Firm's address Right Arrow


Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

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

42-1477858
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
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
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
SEHGAL FOUNDATION
 
Employer identification number
42-1477858
Part I
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

$ 700,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
2
DR ELLIS MALONE
 
212 MCCORD ST NW
 
MERIATTA, GA300642320

$ 30,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
3
CAESAR TABET & KATHLEEN SMITH
 
1520 LINCOLN ST
 
EVANSTON, IL60201

$ 20,000


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

$ 14,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
5
PRAVIN TANDLAY
 
6000 OAKWOOD DR APT 6C
 
LISLE, IL60532

$ 12,200


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
6
JAN LEEMANS
 
515 CHEMIN DES VERGERS AUC BAUX
 
BEDOIN,   84410FR

$ 10,270


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Name of organization
SEHGAL FOUNDATION
 
Employer identification number
42-1477858
Part I
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
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
8
FRANK BABKA
 
2220 S PLYMOUTH RD 110
 
MINNETONKA, MN55305

$ 6,000


(Complete Part II for noncash contributions.)
(a)
No.
(b)
Name, address, and ZIP + 4
(c)
Total contributions
(d)
Type of contribution
9
WORLD FOOD PRIZE
 
100 LOCUST STREET
 
DES MOINES, IA50309

$ 6,000


(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.)
(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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
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.) $  
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) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
ACCOUNTING FEES 8,206 8,206   0

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 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
 
PLOT 34 SECTOR 44
GURGAON   122002
IN
2024-12-31 2,705,000 SEE STATEMENT 16 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
 
100 LOCUST STREET
DES MOINES,IA50309
2024-09-17 12,000 SEE STATEMENT 17 FOR ADDITIONAL DETAILS 12,000 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.

TY 2024 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 20,001,129 HAD BEEN SPENT AS OF 3/31/2024. THE REPORT FOR THE 3/31/2025 FYE INDICATES THE REMAINING FUNDS HAVE BEEN 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 3/31/2025 INDICATES THAT THE GRANTEE CONTINUES TO USE THE PROPERTY FOR THE CHARITABLE USE OUTLINED ABOVE.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 EXECUTED AN ADDENDUM TO THE ORIGINAL AGREEMENT TO PROVIDE FOR FUNDING OF THIS AMOUNT ON JULY 1, 2024.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 GRANTOR AND GRANTEE AGREED TO APPLY THE REMAINING AMOUNT (INR 177,783) TO THE 2024/2025 TRANSFORMS LIVES GRANT DATED 3/22/24.GRANT DATED 3/25/24 - 2024/2025 PROGRAM GRANT(II) GRANT AMOUNT: A PROGRAM GRANT COVERING THE GRANTEE'S FYE 4/1/2024 - 3/31/2025 WAS APPROVED IN MARCH 2024. AN ADDENDUM TO THE ORIGINAL GRANT AGREEMENT WAS PROPOSED AND APPROVED IN SEPTEMBER 2024. THE TOTAL GRANT WAS INR 205,015,762 AND THE FUNDS WERE REMITTED IN EQUIVALENT USD AS DETAILED BELOW. DATE INR REMITTED USD REMITTED04/02/2024 53,871,394 648,00007/01/2024 51,503,514 618,84810/15/2024 58,593,652 700,00001/07/2025 41,276,560 480,000(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 3/31/2025 INR 207,030,247 HAD BEEN SPENT, THIS EXCEEDED THE GRANT FUNDS RECEIVED PLUS INTEREST EARNED (INR 1,263,418) ON THE GRANT FUNDS BY INR 521,709.GRANT DATED 3/22/24 - 2024/2025 TRANSFORM LIVES PROJECT(II) GRANT AMOUNT: A PROJECT GRANT IN THE AMOUNT OF INR 10,489,706 WAS APPROVED IN MARCH 2024 AND THE FUNDS (USD $126,431) WERE REMITTED ON MARCH 25, 2024.(III) GRANT PURPOSE: THE PROJECT GRANT WAS IN SUPPORT OF RENOVATING FOUR GOVERNMENT SCHOOLS IN THE STATES OF RAJASTHAN, HARYANA, AND TELANGANA IN INDIA. THIS INCLUDES INSTALLING RAINWATER HARVESTING SYSTEMS TO PROVIDE PORTABLE 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, INCLUDING THE AMOUNT APPLIED FROM THE 2023/2024 GRANT (INR 177,783) WAS EXPENDED DURING FYE 3/31/2025. GRANT DATED 3/22/2024 - 2024/2025 IDRF JOINT TRANSFORM LIVES PROJECT(II) GRANT AMOUNT: A PROJECT GRANT IN THE AMOUNT OF USD $35,569 WAS APPROVED IN MARCH 2024 AND THE FUNDS REMITTED ON MARCH 25,2024. THE USD REMITTED CONVERTED TO INR 2,952,565.(III) GRANT PURPOSE: THE PROJECT GRANT WAS IN SUPPORT OF RENOVATING TWO GOVERNMENT SCHOOLS IN THE STATES OF HARYANA AND KARNATAKA INDIA. THIS INCLUDES INSTALLING RAINWATER HARVESTING SYSTEMS TO PROVIDE PORTABLE DRINKING WATER AND PROVIDING THE CHILDREN WITH DIGITAL LITERACY TRAINING AND LIFE SKILLS EDUCATION.(IV) AND (V) REPORTS: THE PROJECT REPORT INDICATES THAT AS OF THE END OF THE GRANTEE'S FYE 3/31/2025 INR 2,946,705 HAD BEEN SPENT. THE GRANTOR AND GRANTEE AGREED TO APPLY THE UNSPENT AMOUNT (INR 5,860) TO THE 2025-2026 JOINT TRANSFORM LIVES GRANT DATED 6/4/2025.(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 503099/17/2024 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 2024 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 14,900
ABBOTT LABS 1.15% DUE 01-30-2028 50,752 45,325
ALPHABET INC 1.1% DUE 08-15-2030 49,863 41,632
AMAZON COM INC 3.6% 04-13-2032 BEO 99,817 92,602
AMERIPRISE FINANCIAL INC 5.15% DUE 05-15-2033 79,806 79,796
AMERN EXPRESS CO 5.519% DUE 07-26-2035 75,000 74,183
AMERN HONDA FIN 2% DUE 03-24-2028 49,960 45,738
ANALOG DEVICES INC 1.7% 10-01-2028 89,865 80,782
APPLE INC 4.0% 05-10-2028 84,836 83,694
ARCHER DANIELS FIXED 2.9% DUE 03-01-2032 99,793 86,381
AUTO DATA 1.25% DUE 09-01-2030 49,873 41,522
BANK MONTREAL QUE FIXED 5.203% DUE 02-01-2028 84,997 85,654
BANK NOVA SCOTIA B C 4.74% 11-10-2032 75,000 72,658
BANK OF AMERICA CORPORATION 5.202% 04-25-2029 85,000 85,394
BANK OF NEW YORK MELLON CORP 6.317% 10-25-2029 85,000 89,291
BERKSHIRE HATHAWAY FIXED 2.875% DUE 03-15-2032 94,967 83,258
BLACKROCK FDG INC 4.9% 01-08-2035 79,808 78,441
BURL NORTHN SANTA 7% DUE 12-15-2025 20,650 20,479
CANADIAN IMPERIAL BANK OF COMMERCE 5.001% DUE 04-28-2028 85,000 85,246
CATERPILLAR FINANCIAL SERVICES LTD 4.35% DUE 05-15-2026 84,960 84,881
CISCO SYS INC 5.05% 02-26-2034 89,909 89,771
CITIGROUP INC 3.29% 03-17-2026 95,000 94,648
CME GROUP INC 2.65% DUE 03-15-2032 BEO 94,836 81,872
COCA COLA CO 5.0% 05-13-2034 94,849 95,049
COLGATE-PALMOLIVE CO 3.1% DUE 08-15-2027BEO 85,037 82,231
DISNEY WALT CO 3.8% DUE 03-22-2030 81,209 71,837
ERP OPERATING LP 1.85% 08-01-2031 89,561 74,267
GENERAL DYNAMICS CORP 2.25% DUE 06-01-2031 BEO 50,088 42,685
GOLDMAN SACHS GROUP INC 5.016% 10-23-2035 80,000 76,613
HOME DEPOT INC 4.5% 09-15-2032 84,899 82,755
HONEYWELL INTL INC 1.75% 09-01-2031 49,881 40,993
IBM CORP 4.15% DUE 07-27-2027 BEO 99,870 98,842
INTEL CORP 4.0% 08-05-2029 BEO 84,789 80,959
INTERCONTINENTAL 2.1% DUE 06-15-2030 104,148 86,446
INTERCONTINENTAL EXCHANGE INC 4.0% 09-15-2027 25,000 24,590
JPMORGAN CHASE & CO 5.53% 07-22-2035 40,000 39,573
JPMORGAN CHASE & CO 5.766% 04-22-2035 35,000 35,811
MASTERCARD INC 4.55% 01-15-2035 74,832 71,672
META PLATFORMS INC 4.55% 08-15-2031 74,964 73,774
MFO BLACKROCK FDS V HIGH YIELD BD PORT INSTLCL 2,830,681 2,825,310
MORGAN STANLEY 5.042% 07-19-2030 75,000 74,733
NSTAR ELEC CO 1.95% DUE 08-15-2031 BEO 74,632 62,254
NVIDIA CORP 1.55% 06-15-2028 84,783 77,180
PAYPAL HOLDINGS INC 3.9% 06-01-2027 80,046 78,852
PHARMACIA LLC 6.6% 12-01-2028 27,677 26,576
PHILIP MORRIS INTL INC 4.375% 11-01-2027 84,374 84,272
PRAXAIR INC NT 1.1% 08-10-2030 49,920 41,365
PROCTER & GAMBLE CO 3.95% DUE 01-26-2028 84,912 83,898
PROGRESSIVE CORP OH 2.5% 03-15-2027 BEO 99,962 95,755
PRUDENTIAL FINL INC MEDIUM TERM NTS BOOK1.5% 03-10-2026 50,581 48,240
PUBLIC STORAGE 1.95% 11-09-2028 90,069 80,991
ROYAL BANK OF CANADA 4.969% 08-02-2030 80,032 79,378
S&P GLOBAL INC 1.25% DUE 08-15-2030 49,864 41,384
SALESFORCE.COM INC 1.5% DUE 07-15-2028 BEO 49,862 44,926
SCHWAB CHARLES CORP NEW 2.3% DUE 05-13-2031 BEO 49,903 42,512
SIMON PPTY GROUP L FIXED 2.45% 09-13-2029 73,394 67,450
STANLEY BLACK & DECKER INC 3.0% 05-15-2032 99,803 85,714
STATE STREET CORP VAR RT 11-18-2027 35,000 33,147
TARGET CORP 4.5% 09-15-2034 79,753 76,114
TEXAS INSTRS INC 1.375% DUE 03-12-2025/03-12-2020 REG 25,116 24,844
TOYOTA MOTOR CREDIT CORP 4.8% 01-05-2034 84,907 82,615
TRUIST FINL CORP SR MED TERM NTS BOOK EN4.123% 06-06-2028 80,000 78,535
UNILEVER CAPITAL CORP 4.625% 08-12-2034 74,267 72,257
UNITEDHEALTH GROUP INC 5.15% 07-15-2034 74,996 73,983
US BANCORP FIXED 1.375% DUE 07-22-2030 50,518 41,284
WESTPAC BANKING CORPORATION 1.953% 11-20-2028 90,000 81,032

TY 2024 InvestmentsCorpStockSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Name of Stock End of Year Book Value End of Year Fair Market Value
#REORG GMS INC MERGER 09-04-2025 14,021 13,149
#REORG/ INARI MED INC CASH MERGER 02-19-2025 16,206 16,744
#REORG/ PAYCOR HCM INC CASH MERGER 04-14-2025 29,653 25,719
#REORG/ QIAGEN NV EXCHANGE QIAGEN NV 241VAQ4 01-29-2025 19,893 20,172
#REORG/ANSYS INC MERGER SYNOPSYS INC 40,167 42,841
#REORG/ANSYS INC MERGER SYNOPSYS INC 2851468 07-18-2025 12,978 29,348
#REORG/AZEK CO MERGER JAMES 2C1NAV5 07-01-2025 7,156 14,621
#REORG/CHAMPIONX CORP MERGER SCHLUMBERGER LTD 11,927 11,501
#RERORG/OUTFRONT MEDIA INC REVERSE STOCK SPLIT 17,873 21,935
ABBOTT LAB COM 61,000 71,259
ABBOTT LAB COM 20,152 20,247
ABBVIE INC COM USD0.01 24,779 23,634
ACCENTURE PLC CLS A 23,517 61,915
ACCENTURE PLC CLS A 2,309 3,870
ADOBE INC COM 62,805 68,036
ADOBE INC COM 55,855 44,023
ADOBE INC COM 3,405 2,668
ADR 3I GROUP ADR 36,921 41,923
ADR 3I GROUP ADR 21,168 28,860
ADR ADR SONIC HEALTHCARE SPON ADR EACH REP 1 ORD SHS 6,943 6,155
ADR ADYEN N V ADR 20,729 31,739
ADR ASM INTERNATIONAL NV ASM INTERNATIONAL N.V. COM STK 19,413 25,612
ADR ASML HLDG NV NY REG 2012 (POST REV SPLIT) 14,492 33,268
ADR ASTRAZENECA PLC SPONSORED ADR UNITEDKINGDOM 51,526 44,619
ADR BAE SYS PLC SPONSORED ADR 28,856 29,780
ADR BAE SYS PLC SPONSORED ADR 33,946 30,238
ADR BHP GROUP LTD SPONSORED ADR 3,402 3,174
ADR BNP PARIBAS SPONSORED ADR REPSTG 24,103 21,828
ADR BRIT AMERN TOB PLC SPONSORED 31,641 31,163
ADR COCA-COLA FEMSA S.A.B DE C.V. 30,447 30,844
ADR COMPAGNIE DE ST GOBAIN ADR 17,725 21,264
ADR COMPASS GROUP PLC SPON ADR EACH REP 1 ORD SHS (POST SPLT) 26,545 30,600
ADR DEUTSCHE TELEKOM AG SPONSORED ADR 29,366 36,059
ADR DNB BK ASA SPONSORED ADR 25,327 24,955
ADR ENEL SOCIETA PER AZIONI ADR 32,848 32,023
ADR GLENCORE PLC 710 620
ADR HAIER SMART HOME CO LTD ADR 19,830 16,128
ADR IBERDROLA S A SPONSORED ADR REPSTG 1ORD SHS 37,633 36,448
ADR ICICI BK LTD 24,374 31,831
ADR JULIUS BAER GROUP LTD-UN ADR 20,039 22,612
ADR KOMATSU LTD SPONSORED 26,226 27,238
ADR MEITUAN UNSPON ADS EACH REP 2 ORD SHS CL B 43,052 35,938
ADR MERCEDES-BENZ GROUP AG ADR 20,447 16,404
ADR MICHELIN COMPAGNIE GENERALE DES ETABLISSEMENTS 33,110 27,404
ADR MICHELIN COMPAGNIE GENERALE DES ETABLISSEMENTS 19,200 17,242
ADR MITSUBISHI HEAVY INDS LTD ADS 36,804 42,753
ADR MITSUBISHI UFJ FINL GROUP INC SPONSORED ADR 29,627 32,628
ADR MUNICH RE GROUP ADR 32,203 37,675
ADR NN GROUP NV ADR 21,945 20,879
ADR NOVARTIS AG 47,736 47,001
ADR NOVO-NORDISK A S ADR 30,225 27,010
ADR NOVO-NORDISK A S ADR 43,114 55,999
ADR NTT INC 28,865 28,014
ADR PERNOD RICARD S A SPONSORED ADR 6,435 6,362
ADR PETROLEO BRASILEIRO SA PETROBRAS SPONSORED ADR 25,883 22,132
ADR RIO TINTO PLC SPONSORED ADR 28,569 25,994
ADR ROCHE HLDG LTD SPONSORED ADR ISIN 21,609 19,079
ADR SAFRAN ADR 44,968 53,737
ADR SCHNEIDER ELECTRIC SE 21,050 31,968
ADR SEA LTD ADR 37,526 56,445
ADR SIEMENS AG COM DM50 (NEW) 33,064 40,992
ADR SOFTBANK CORP ADR 39,318 38,017
ADR SONY GROUP CORPORATION SPON ADS EACH REPR 1 ORD SHS 40,451 45,452
ADR TAIWAN SEMICONDUCTOR MANUFACTURING ADS 49,456 72,084
ADR TAYLOR WIMPEY ADR EACH REPR 10 SHS 26,497 19,076
ADR TESCO PLC SPONSORED ADR NEW 31,529 32,148
ADR TOKIO MARINE HLDGS INC ADR COM STK 37,999 38,145
ADR TOTALENERGIES SE SPONSORED ADR 37,290 29,376
ADR TOTALENERGIES SE SPONSORED ADR 19,106 15,424
ADR TOYOTA MTR CORP SPONSORED ADR 20,527 22,575
ADR UNITED OVERSEAS BK LTD SPONSORED ADR 37,821 46,993
ADR UPM KYMMENE CORP ADR 18,717 16,523
ADR VEOLIA ENVIRONNEMENT SPONSORED ADR 12,960 12,167
ADR VOLVO AB ADR 17,453 17,630
ADR ZURICH INS GROUP LTD SPONSORED 35,126 43,852
AGILENT TECHNOLOGIES INC COM 10,091 22,569
AGILYSYS INC COM STK 10,124 30,030
AIB GROUP PLC UNSPON ADR EACH REP 2 ORD SHS 20,019 18,810
AIR LEASE CORP CL A CL A 22,438 27,769
AIRBNB INC CL A COM L A 61,921 57,426
AKAMAI TECHNOLOGIES INC COM STK 19,615 22,956
ALBEMARLE CORP COM 13,390 13,859
ALCON AG COM USD0.04 WI 36,651 32,513
ALPHABET INC CAP STK USD0.001 CL C 31,362 116,930
ALPHABET INC CAPITAL STOCK USD0.001 CL A 19,829 44,675
AMAZON COM INC COM 121,393 224,436
AMAZON COM INC COM 21,187 36,638
AMDOCS ORD GBP0.01 9,104 9,025
AMER FINL GROUP INC OH COM STK 9,021 9,311
AMERICAN INTERNATIONAL GROUP INC COM 37,263 35,745
AMERICAN TOWER CORP 700 550
AMERICAN WTR WKS CO INC NEW COM 34,239 29,878
AMERICOLD RLTY TR INC COM 18,920 13,739
AMERIPRISE FINL INC COM 52,339 62,827
AMERIPRISE FINL INC COM 10,185 11,713
AMGEN INC COM 45,860 36,229
AMICUS THERAPEUTICS INC COM 18,540 14,281
AMPHASTAR PHARMACEUTICALS INC DEL COM 17,477 17,117
AON PLC 15,976 22,986
APPLE INC COM STK 79,768 88,398
APPLE INC COM STK 31,596 81,136
APPLIED MATERIALS INC COM 5,564 15,612
APPLIED MATERIALS INC COM 1,814 1,464
ARCBEST CORP COM USD0.01 12,472 9,985
ARCH CAPITAL GROUP COM STK 31,721 39,064
ARLO TECHNOLOGIES INC COM 18,452 20,030
ARROW ELECTR INC COM 11,893 16,742
ASE TECHNOLOGY HOLDING CO LTD ADR 29,763 33,211
ASSURANT INC COM 7,593 9,808
AT&T INC COM 16,301 18,831
ATLASSIAN CORP CL A 21,137 31,639
ATMOS ENERGY CORP COM 42,274 44,845
AUTOMATIC DATA PROCESSING INC COM 11,347 13,758
AUTOZONE INC COM 8,441 9,606
AVALONBAY CMNTYS REIT 8,737 9,239
AVERY DENNISON CORP COM 7,127 7,298
AXSOME THERAPEUTICS INC. COM 9,396 8,630
BANK OF AMERICA CORP 3,804 4,351
BCE INC COM NEW COM NEW 10,715 6,884
BELDEN INC COM 16,328 28,603
BERKSHIRE HATHAWAY INC COM 9,238 9,519
BIO RAD LABORATORIES INC CL A CL A 16,526 20,368
BLACKSTONE INC COM USD0.00001 31,480 38,622
BOOKING HLDGS INC COM 4,333 4,968
BROADCOM INC COM 3,861 7,187
BROADRIDGE FINL SOLUTIONS INC COM STK 17,042 23,061
BXP INC 21,312 21,564
CANADIAN NAT RES LTD COM 24,543 22,967
CANADIAN PAC KANS CITY LTD 22,114 36,909
CAPITAL ONE FINL CORP COM 45,170 55,636
CASELLA WASTE SYS INC CL A COM STK 28,667 36,504
CATERPILLAR INC COM 1,794 1,814
CBIZ INC COM 20,290 46,316
CBRE GROUP INC CL A CL A 14,199 43,851
CDW CORP COM 8,556 6,091
CENCORA INC 10,981 22,917
CENTENE CORP DEL COM 24,139 21,627
CHART INDS INC COM PAR $0.01 15,293 17,939
CHEMED CORP NEW COM 8,389 8,477
CINTAS CORP COM 7,414 9,500
CISCO SYSTEMS INC 2,299 2,723
CITIGROUP INC COM NEW COM NEW 553 634
CME GROUP INC COM STK 10,480 11,379
COCA COLA CO COM 39,595 34,492
COCA COLA CO COM 13,865 13,697
COCA-COLA EUROPACIFIC PARTNERS 33,253 34,180
COMCAST CORP NEW-CL A 1,285 1,126
COMM BANCSHARES INC COM 18,680 19,129
CONOCOPHILLIPS COM 3,822 3,570
CONS EDISON INC COM 8,881 8,388
CONSTELLATION BRANDS INC CL A 28,208 25,415
CORTEVA INC COM 49,950 50,751
COSTAR GROUP INC COM 27,172 26,417
COSTCO WHOLESALE CORP NEW COM 19,118 27,488
COTERRA ENERGY INC COM 32,333 33,968
COTERRA ENERGY INC COM 7,081 19,487
COUPANG INC 33,775 33,673
CRANE CO NEW COM 7,190 13,354
CSX CORP COM STK 10,921 20,653
CULLEN / FROST BANKERS INC COM 25,200 30,072
CULLEN / FROST BANKERS INC COM 9,384 10,874
CUMMINS INC 10,938 24,402
CUSHMAN & WAKEFIELD INC 14,702 17,593
D R HORTON INC COM 9,562 27,684
DANAHER CORP COM 41,160 35,351
DARDEN RESTAURANTS INC COM 12,297 31,364
DENTSPLY SIRONA INC COM 15,987 8,237
DEUTSCHE POST AG SPONSORED ADR 15,756 12,564
DIAGEO PLC SPONSORED ADR NEW 16,035 16,146
DONNELLEY FINL SOLUTIONS INC COM 14,362 13,738
DOVER CORP COM USD1.00 12,515 26,264
DUKE ENERGY CORP NEW COM NEW COM NEW 9,637 10,235
DUTCH BROS INC CL A CL A 16,980 27,657
EASTMAN CHEM CO COM 15,119 18,447
ECOLAB INC COM STK USD1 41,674 39,366
ECOLAB INC COM STK USD1 7,552 7,030
ELECTR ARTS COM 9,356 10,095
ELI LILLY & CO COM NPV 52,219 57,900
ELI LILLY & CO COM NPV 5,742 4,632
ENTEGRIS INC COM 25,529 26,251
EOG RESOURCES INC COM 10,695 10,419
EQTY LIFESTYLE PPTYS INC REIT 29,571 27,706
ESAB CORPORATION COM USD0.001 WI 7,411 16,672
EVERUS CONSTR GROUP INC COM 17,351 22,158
EXPEDITORS INTL WASH INC COM 9,115 8,419
EXPERIAN PLC 14,458 22,006
EXXON MOBIL CORP COM 13,968 16,673
FERGUSON ENTERPRISES INC USD0.0001 22,690 24,647
FERRARI N V FERRARI N V COMMON S TOCK 28,491 51,830
FIRST HAWAIIAN INC COM 17,911 20,864
FIRSTCASH HLDGS INC COM 15,171 15,022
FLUOR CORP NEW COM 7,388 15,437
FRESHPET INC COM 11,619 31,844
FTI CONSULTING INC COM 9,259 7,836
GARTNER INC COM 7,901 26,161
GATX CORP COM 9,343 21,230
GDR NESTLE S A SPONSORED ADR REPSTG REG SH 29,367 24,919
GE AEROSPACE 1,344 2,001
GENERAL DYNAMICS CORP COM 35,246 31,619
GENERAL DYNAMICS CORP COM 11,583 17,390
GILEAD SCIENCES INC 11,364 13,394
GLOBAL PMTS INC COM 15,439 21,740
GOLDMAN SACHS GROUP INC COM 995 1,145
GROCERY OUTLET HLDG CORP COM 12,323 9,132
HALOZYME THERAPEUTICS INC COM 10,732 14,439
HAYWARD HLDGS INC COM 15,634 18,272
HELMERICH & PAYNE INC COM 14,396 10,503
HELMERICH & PAYNE INC COM 20,902 15,786
HEXCEL CORP NEW COM 16,512 16,804
HONEYWELL INTL INC COM STK 34,060 39,079
HOULIHAN LOKEY INC CL A CL A 13,249 35,427
ICON PLC COM 24,775 41,732
ICU MED INC COM 14,422 17,534
INTERCONTINENTAL EXCHANGE INC COM 14,222 29,802
INTERCONTINENTAL EXCHANGE INC COM 4,589 4,917
INTERNATIONAL BUSINESS MACHS CORP COM 15,723 16,487
INTERPARFUMS INC 10,813 17,885
INTUIT COM 13,459 16,341
IQVIA HLDGS INC COM USD0.01 21,930 18,472
JOHNSON & JOHNSON COM USD1 25,310 23,428
JPMORGAN CHASE & CO COM 9,682 15,821
KEYCORP NEW COM 14,929 20,345
KEYSIGHT TECHNOLOGIES INC COM 8,584 26,665
KLA CORPORATION COM USD0.001 10,596 9,452
KRATOS DEFENSE & SECURITY SOLUTIONS INC 16,069 27,936
KURA SUSHI USA INC CL A COM CL A COM 12,090 14,402
LABCORP HLDGS INC COM 14,131 21,097
LANDSTAR SYS INC COM 8,504 8,593
LENNAR CORP CL A CL A 67,439 50,321
LIGAND PHARMACEUTICALS INCORPORATED CL B 10,992 13,715
LINDE PLC 28,595 32,656
LINDE PLC 16,889 19,259
LOCKHEED MARTIN CORP COM 11,534 11,663
LOUISIANA-PACIFIC CORP COM 15,888 26,198
LOWES COS INC COM 34,642 37,760
LOWES COS INC COM 447 987
LUMENTUM HLDGS INC COM 16,948 30,306
MAGNITE INC COM 13,942 16,127
MARTEN TRANS LTD COM 12,750 11,614
MARTIN MARIETTA MATLS INC COM 45,938 43,386
MASCO CORP COM 19,643 32,729
MASTERCARD INCORPORATED COM CLASS A 23,530 93,203
MC DONALDS CORP COM 20,532 22,322
MEDTRONIC PLC COMMON STOCK 506 479
MEDTRONIC PLC COMMON STOCK STOCK 26,646 23,804
MERCADOLIBRE INC COM STK 18,594 23,806
MERCK & CO INC NEW COM 25,167 32,430
MERCK & CO INC NEW COM 24,545 20,791
META PLATFORMS INC COM USD0.000006 CL 'A' 17,041 26,933
METHANEX CORP COM STK 8,829 10,388
MGIC INVT CORP WIS COM 6,480 8,464
MICROCHIP TECHNOLOGY INC COM 38,850 28,159
MICROSOFT CORP COM 116,126 138,674
MICROSOFT CORP COM 63,143 64,490
MICROSOFT CORP COM 42,554 86,829
MONDAY COM LTD COM NPV 27,373 28,959
MONTROSE ENVIRONMENTAL GROUP INC COM 19,558 11,019
MORGAN STANLEY COM STK 574 754
MP MATERIALS CORP COM CL A 7,317 6,131
MS&AD INSURANCE-UNSPONS ADR 38,614 41,537
MSCI INC COM USD0.01 56,396 64,801
MURPHY OIL CORP COM 11,174 8,352
MURPHY USA INC COM 7,691 9,032
NAPCO SECURITY TECHNOLOGIES INC 20,236 20,945
NCINO INC NEW COM 9,908 12,357
NEOGEN CORP COM 20,756 14,835
NETFLIX INC COM STK 25,392 87,349
NETFLIX INC COM STK 2,419 5,348
NEWMARKET CORP COM 5,676 6,869
NOVOCURE LTD COM 11,630 22,439
NU HOLDINGS LTD 25,061 23,061
NVIDIA CORP COM 31,942 70,771
O REILLY AUTOMOTIVE INC NEW COM 10,057 10,672
OGE ENERGY CORP COM 8,052 9,240
OPTION CARE HEALTH INC COM 11,157 8,445
ORACLE CORP COM 90,344 97,984
ORACLE CORP COM 2,973 3,666
OSHKOSH CORPORATION 24,121 21,771
PACKAGING CORP AMER COM 9,792 21,387
PARKER-HANNIFIN CORP COM 73,488 79,504
PAXTON CORPORATION 585,195 434,308
PAYCOM SOFTWARE INC COM 29,153 32,795
PEPSICO INC COM 22,620 20,376
PHILIP MORRIS INTL COM STK NPV 1,686 1,926
PNC FINANCIAL SERVICES GROUP COM STK 35,021 37,220
POWER CORP CDA COM POWER CORPORATION OF CANADA 19,752 21,154
PRIMERICA INC COM 9,275 9,771
PROCTER & GAMBLE COM NPV 35,729 34,871
PROCTER & GAMBLE COM NPV 23,353 24,309
PROGRESSIVE CORP OH COM 10,222 35,462
PUB SERVICE ENTERPRISE GROUP INC COM 7,812 9,885
QUALCOMM INC COM 40,685 37,176
QUALCOMM INC COM 10,612 9,371
RAYMOND JAMES FNCL INC COM STK 12,620 33,707
REGENERON PHARMACEUTICALS INC COM 4,983 4,274
REINSURANCE GROUP AMER INC COM NEW STK 18,939 32,685
RENAISSANCE RE HLDGS LTD COM 15,635 24,881
REPUBLIC SVCS INC COM 14,997 38,828
RLI CORP COM 2,618 2,802
ROLLS ROYCE HOLDINGS PLC SPONSORED ADR 44,813 43,127
ROSS STORES INC COM 16,958 16,640
ROYAL DUTCH SHELL PLC SPONSORED ADR 26,189 25,185
ROYAL GOLD INC COM STK USD0.01 8,360 8,702
RPM INTL INC 38,556 40,487
RXSIGHT INC COM 8,373 7,151
SALESFORCE INC COM USD0.001 3,191 4,012
SANOFI SPONSORED ADR 14,024 12,877
SAP SE-SPONSORED ADR 53,978 52,935
SBA COMMUNICATIONS CORP COM CL A 18,443 16,304
SCOTTS MIRACLE-GRO CLASS'A' 22,674 17,912
SCOTTS MIRACLE-GRO CLASS'A' 14,658 11,211
SEALED AIR CORP NEW COM STK 14,769 13,261
SENSATA TECHNOLOGIES B V HOLDING 21,853 14,686
SERVICENOW INC COM USD0.001 28,443 92,230
SHOPIFY INC CL A SUB VTG SHS SHOPIFY INC 54,527 89,636
SIEMENS ENERGY AG ADR 35,181 37,028
SIGNET JEWELERS LTD ORD 10,716 11,461
SITEONE LANDSCAPE SUPPLY INC COM 18,279 16,998
SITIME CORP COM 12,728 22,311
SKYWORKS SOLUTIONS INC COM 19,008 18,534
SKYWORKS SOLUTIONS INC COM 3,980 3,547
SMURFIT WESTROCK LTD 39,667 48,097
SNAP-ON INC COM 13,339 26,819
SOUTHERN CO COM STK 9,281 10,372
SPOTIFY TECHNOLOGY S A COM EUR0.025 34,016 51,001
STARBUCKS CORP COM 587 548
STERIS PLC ORD USD0.001 19,973 29,395
STIFEL FINL CORP COM 11,397 31,824
STRYKER CORP 645 720
SVENSKA HANDELSBANKEN AB ADR 15,190 15,156
SYNOPSYS INC COM 3,513 14,561
SYSCO CORP COM 13,732 17,892
TELEDYNE TECHNOLOGIES INC COM 32,294 35,738
TELEDYNE TECHNOLOGIES INC COM 9,592 10,211
TERRENO RLTY CORP 18,312 16,677
TESLA INC COM USD0.001 5,972 10,096
THE BALDWIN INSURANCE GROUP INC CLASS A 8,916 12,597
THE CIGNA GROUP 11,461 8,836
THERMO FISHER SCIENTIFIC INC COM USD1 77,186 70,231
THERMO FISHER SCIENTIFIC INC COM USD1 2,955 2,601
TJX COS INC COM NEW 6,760 17,155
TJX COS INC COM NEW 549 725
T-MOBILE US INC COM 11,256 12,361
TOWER SEMICONDUCTOR LTD 16,961 29,000
TRINITY IND INC COM 17,648 16,848
TYLER TECHNOLOGIES INC COM STK 6,900 9,226
UBS GROUP AG COMMON STOCK 28,643 28,167
ULTA BEAUTY INC COM STK USD0.01 19,994 21,312
ULTRAGENYX PHARMACEUTICAL INC COM 11,144 8,120
UNION PAC CORP COM 7,747 10,262
UNITEDHEALTH GROUP INC COM 22,117 31,869
UNITEDHEALTH GROUP INC COM 6,381 7,082
US BANCORP 34,647 43,095
VERACYTE INC COM 16,487 23,800
VERISK ANALYTICS INC COM USD0.001 8,474 10,191
VERIZON COMMUNICATIONS COM 36,536 33,072
VERIZON COMMUNICATIONS COM 9,446 9,278
VESTIS CORP COM 8,946 11,308
VISA INC COM CL A STK 57,605 106,505
VISA INC COM CL A STK 14,846 18,014
VOYA FINL INC COM 8,178 7,984
VSE CORP COM 11,271 10,271
WALKER & DUNLOP INC COM . 17,575 15,359
WASTE CONNECTIONS INC COM 18,731 21,791
WEC ENERGY GROUP INC COM 15,746 22,099
WILLIS TOWERS WATSON PLC COM 7,936 10,337
WINTRUST FINL CORP COM 22,718 39,034
WOODWARD INC COM 11,402 23,964
WORKDAY INC CL A COM USD0.001 47,842 53,928
XCEL ENERGY INC COM 31,930 34,840
XYLEM INC COM 39,270 33,762
YUM BRANDS INC COM 9,161 9,391
ZETA GLOBAL HLDGS CORP CL A CL A 11,605 8,851
ZOETIS INC COM CL 'A' 64,778 65,498
ZOETIS INC COM USD0.01 CL 'A' 9,625 8,150

TY 2024 InvestmentsGovtObligationsSch
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
US Government Securities - End of Year Book Value:

2,370,709
US Government Securities - End of Year Fair Market Value:

2,325,016
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
ISHARES CORE S&P 500 ETF AT COST 7,188,066 7,478,002
MFB NORTHERN FUNDS SMALL CAP INDEX FD AT COST 222,742 198,392
MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD AT COST 1,114,493 1,353,210
MFC FLEXSHARES TRUST STOXX GLOBAL BROAD INFRASTRUCTURE AT COST 881,848 956,168
MFC SPDR DOW JONES INDL AVERAGE ETF TR UNIT SER 1 AT COST 4,962,538 10,646,010
MFO DFA INVT DIMENSIONS GROUP INC EMERGING MKTS AT COST 1,980,490 2,015,145
MFO DFA INVT DIMENSIONS GROUP INC REAL ESTATE SECS AT COST 922,582 964,726
MFO VANGUARD INFLATION PROTECTED SECURITIES FUND AT COST 430,261 370,096
VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 3,559,118 3,315,361
LS POWER FUND III FEEDER 2, LP AT COST 1,331,656 4,922,157
LS POWER FUND IV FEEDER 2, LP AT COST 5,865,014 13,475,779
LS POWER FUND V FEEDER 2, LP AT COST 168,605 405,711

TY 2024 LegalFeesSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
LEGAL FEES 910 0   910


TY 2024 OtherDecreasesSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Description Amount
BOOK TO TAX TIMING DIFFERENCES 12,659


TY 2024 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 124 0   124
FUNDRAISING EXPENSES 58,895 0   58,895
INTERNET SERVICE FEES 2,543 0   2,543
MEMBERSHIP FEES 52 0   52
OFFICE EXPENSES 989 0   989
OFFICE INSURANCE 350 0   350
OTHER EXPENSES FROM PASSTHROUGHS 29,530 29,530   0
PAYROLL SERVICE FEES 1,934 0   1,934
POSTAGE AND SHIPPING 147 0   147


TY 2024 OtherIncomeSchedule2
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
BLACKROCK SERVICE FEE REBATE 697 697 697
BOOK SALES 31 31 31
CLASS ACTION SETTLEMENTS 18 18 18
OTHER INCOME FROM PASSTHROUGHS 249 249 249


TY 2024 OtherProfessionalFeesSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
NORTHERN TRUST 235,051 235,051   0
CONSULTING FEES 226,525 0   226,525


TY 2024 TaxesSchedule
Name:
SEHGAL FOUNDATION
EIN:
42-1477858
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FEDERAL TAXES 102,400 0   0
NT MGD EQ ACCTS FOREIGN TAXES 32,893 32,893   0
PAYROLL TAXES 13,313 0   13,313