Joseph D Sargent Fund
Joseph D Sargent Fund is a private foundation, based in Hartford, CT. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $39K in total assets. In 2025, it awarded 1 grant totaling $4K. Net investment income was $2K.
Joseph D Sargent Fund at a glance
In short: Joseph D Sargent Fund gave $4K across 1 grant in 2025 (avg $4K), mostly in Connecticut. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $4,000
- +0.0% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $4,000
- +0.0% vs 2024
- Median grant
- $4,000
- Total assets
- $39,352
- +24.9% vs 2024
- Primary geography
- Connecticut (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Joseph D Sargent Fund funds
How this funder distributes its grants
Top Recipients
Top recipient in 2025
The largest 2025 recipient was Hartford Hospital ($4K).
Grant Size Distribution
5 grants across all recorded years
The most common grant size was under $50K: 5 grants of 5 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Joseph D Sargent Fund gives
- Giving held roughly steady from 2022 to 2025 (+0%). Method
- In 2025 it paid out 99% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $3K (2023) to $4K (2025). In 2025 it made 1 grant totaling $4K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Hartford Hospital Hartford, CT | Funds are used in hartford hospital's center for education, simulation and innovation. | $4,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $39,352 | $11,837 | $4,000 | $4,000 | 1 | $4,000 | $1,837 | $4,053 |
| 2024 | $31,515 | $2,120 | $4,000 | $4,000 | 1 | $4,000 | $2,120 | $3,331 |
| 2023 | $33,395 | $294 | $2,500 | $2,500 | 1 | $2,500 | $655 | $3,009 |
| 2022 | $35,601 | $7,178 | $5,350 | $4,000 | 1 | $4,000 | $5,828 | $3,164 |
| 2021 | $33,485 | $2,396 | $4,000 | $4,000 | 1 | — | $2,396 | $3,423 |
| 2020 | $35,089 | $2,727 | $5,000 | $3,000 | 1 | — | $215 | $2,889 |
| 2019 | $37,362 | $1,000 | $4,500 | $3,500 | 1 | — | — | $2,897 |
Under IRS private-foundation payout rules, Joseph D Sargent Fund reported a distributable amount of $4K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Joseph D Sargent Fund's 2025 filing lists 2 officers; none of the 2 officers listed in 2025 report compensation.
Officers on the 2025 filing
Robert H. Bradley
Trustee
On filings since 2019
2 hrs/week
No compensation reported
Galan Daukas
Trustee
On filings since 2024
2 hrs/week
No compensation reported
Former officers (1)
- Former: Stephen L. Willcox (2019–2023) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Joseph D Sargent Fund
How much does Joseph D Sargent Fund give each year?
Joseph D Sargent Fund gave $4K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $4K across 1 grant.
How large is Joseph D Sargent Fund?
Joseph D Sargent Fund reported $39K in total assets on its 2025 IRS Form 990-PF. It paid out $4K in qualifying distributions that year, against a required minimum of $4K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Joseph D Sargent Fund operate?
Joseph D Sargent Fund has awarded grants in Connecticut.
What is Joseph D Sargent Fund's EIN?
Joseph D Sargent Fund's EIN (Employer Identification Number) is 46-4065160. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS December 11, 2019)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS January 15, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS February 18, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS February 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS February 28, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS January 23, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 25, 2026)
- IRS filings on file for fiscal years 2019–2025
Live grants for the work Joseph D Sargent Fund funds
Philanthropy, Voluntarism & Grantmaking Open opportunities, soonest deadline first.
- Nixa Affiliate Grantmaking Program Up to US $10,000 · Due October 19, 2026
- Community and School Grants $28,000 total pool; 10-15 grants expected · Due October 19, 2026
- Mary Pinola/Crescenta Valley Chamber Education Fund $500 - $5,000 for ongoing programs; up to $15,000 for Strategic Initiative Grants · Due October 19, 2026
Explore Open Grants
Browse active grant opportunities in Joseph D Sargent Fund's focus areas in our free grants database
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