Myrtle O Sargent Trust
Myrtle O Sargent Trust is a private foundation, based in Dallas, TX. IRS filing data is available from 2020 through 2024. In 2024, it awarded 5 grants totaling $271K. Net investment income was $35K.
Myrtle O Sargent Trust at a glance
In short: Myrtle O Sargent Trust gave $271K across 5 grants in 2024 (avg $54K), mostly in New York. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $270,710
- Grants made (2024)
- 5
- Average grant
- $54,142
- Median grant
- $4,500
- Primary geography
- New York (100% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026. Covers 20 months (fiscal year-end changed).
Who Myrtle O Sargent Trust funds
How this funder distributes its grants
Top Recipients
Top 4 recipients in 2024
The largest 2024 recipient was Jasper-Troupsburg High School ($259K across 2 grants). Together the top 4 received $271K.
Grant Size Distribution
10 grants across all recorded years
The most common grant size was under $50K: 9 grants of 10 (90%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2024 grant dollars across all 5 itemized grants.
States
Cities
How Myrtle O Sargent Trust gives
- In 2024 it paid out well above its IRS minimum distribution (the 5% rule). 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 2020 to 2024, annual grant giving ranged from $6K (2020) to $271K (2024, 20 months). In 2024 it made 5 grants totaling $271K.
*2024: Covers 20 months (fiscal year-end changed).
Grants by year
Grant recipients and amounts by year
*2024: Covers 20 months (fiscal year-end changed).
| Recipient | Purpose | Amount |
|---|---|---|
| Jasper-Troupsburg High School Jasper, NY | Education/Scholarship | $255,000 |
| Alfred State College Alfred, NY | Education/Scholarship | $4,500 |
| University at Buffalo State University of New York Buffalo, NY | Education/Scholarship | $4,500 |
| Jasper-Troupsburg High School Jasper, NY | Education/Scholarship | $3,710 |
| SUNY Cobleskill Cobleskill, NY | Unrestricted General | $3,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024* | — | $38,979 | $283,415 | $270,710 | 5 | $279,643 | $35,192 | $11,470 |
| 2023 | $244,307 | $-2,165 | $18,804 | $9,000 | 1 | $15,389 | $3,618 | $11,930 |
| 2022 | $267,043 | $65,265 | $15,699 | $13,000 | 2 | $14,011 | $63,526 | $13,422 |
| 2021 | $244,871 | $2,328 | $8,629 | $7,000 | 1 | — | $3,589 | $12,734 |
| 2020 | $212,732 | $7,702 | $7,383 | $6,000 | 1 | — | $7,139 | $17,129 |
*2024: Covers 20 months (fiscal year-end changed).
Under IRS private-foundation payout rules, Myrtle O Sargent Trust reported a distributable amount of $11K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Myrtle O Sargent Trust's only listed officer is Bank Of America, Trustee on every filing since 2022 (uncompensated).
Officers on the 2024 filing
Bank Of America
Trustee
On filings since 2022
1 hr/week
$1K (2022) → $0 (2024)
Former officers (1)
- Former: Bank Of America N A (2020–2021) — Trustee
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2023 IRS filing
The highest reported compensation on the 2023 filing was $1K, to Bank of America (Trustee).
Frequently asked questions about Myrtle O Sargent Trust
How much does Myrtle O Sargent Trust give each year?
Myrtle O Sargent Trust gave $271K across 5 grants in 2024, according to its 2024 IRS Form 990-PF. The 2024 filing year covers 20 months because its fiscal year-end changed. In 2023 it gave $9K across 1 grant.
What is Myrtle O Sargent Trust's typical grant size?
Myrtle O Sargent Trust's median grant in 2024 was $4,500, and its average grant was $54,142, across 5 grants on its 2024 IRS Form 990-PF.
Where does Myrtle O Sargent Trust give grants?
Myrtle O Sargent Trust gives mostly in New York: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Jasper, NY (2 grants).
Does Myrtle O Sargent Trust give general operating support?
Yes: 20% of Myrtle O Sargent Trust's 2024 grants with a stated purpose (1 of 5) were for general or operating support, per its 2024 IRS Form 990-PF. Recurring purposes include "Education/Scholarship" (4 grants).
Who are Myrtle O Sargent Trust's largest grantees?
Myrtle O Sargent Trust's largest 2024 grantees include Jasper-Troupsburg High School ($258,710 across 2 grants), Alfred State College ($4,500) and University at Buffalo State University of New York ($4,500), according to its 2024 IRS Form 990-PF. Together they received 99% of its itemized 2024 grant dollars.
How much is Myrtle O Sargent Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Myrtle O Sargent Trust reported a distributable amount of $11K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Myrtle O Sargent Trust's EIN?
Myrtle O Sargent Trust's EIN (Employer Identification Number) is 59-6192495. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(4)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS June 12, 2020)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 24, 2021)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 20, 2025)
- IRS filings on file for fiscal years 2020–2024
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