Newell B Sargent Foundation

WORLAND, WY EIN: 83-0271536

Newell B Sargent Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WORLAND, WY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15.7M in total assets. In 2024, it awarded 1 grants totaling $600K. Net investment income was $1.6M.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$15.7M

+5.8% YoY

Annual Giving

$600K

-2.6% YoY

Grant Count

1

-50.0% YoY

Avg Grant Size

$600K

+94.7% YoY

Under IRS private-foundation payout rules, Newell B Sargent Foundation reported a distributable amount of $699K for 2024 — the minimum it must pay out in qualifying distributions.

About Newell B Sargent Foundation

Based on IRS filings

Newell B Sargent Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WORLAND, WY. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $15.7M in total assets. In 2024, it awarded 1 grants totaling $600K. Net investment income was $1.6M.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

OrlandoWorland

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$531K$1M$2M$2M20202021202220232024
Metric202420232022
Total Assets$15,680,606$14,817,031$15,004,161
Revenue$1,702,771$624,861$-1,452,592
Expenses$857,879$818,880$901,220
Qualifying Distributions$701,412$699,726$769,816
Net Investment Income$1,568,964$506,100$68,304
Distributable Amount$699,279$681,173$754,191

Giving Over Time

Total grant dollars and number of grants per year

$0$188K$375K$563K$750K1 grants20202 grants20212 grants20222 grants20231 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 1 recipients in 2024

SCHWAB CHARITABLE TRUST$600K

Grant Size Distribution

8 grants across all recorded years

3<$50K$50–100K$100–250K$250–500K5$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Schwab Charitable Trust ($600,000).

RecipientPurposeAmount
SCHWAB CHARITABLE TRUST ORLANDO, FLGENERAL FUND OF CHARITABLE ORGANIZATIONS FOR EXPENSES RELATED TO CHARITABLE PURPOSES.$600,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

CHARLES W SMITHDIRECTOR$34KKENT RICHINSDIRECTOR$34KROSIE RICHINSDIRECTOR$28KKURT HANSENDIRECTOR$10K

From 2024 filing

NameTitleHoursCompensation
CHARLES W SMITHDIRECTOR12$34,000
KENT RICHINSDIRECTOR10$34,000
ROSIE RICHINSDIRECTOR10$28,000
KURT HANSENDIRECTOR10$10,000

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Newell B Sargent Foundation?

Newell B Sargent Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WORLAND, WY. It holds $15.7M in total assets as of 2024.

How large is Newell B Sargent Foundation?

As of 2024, Newell B Sargent Foundation holds $15.7M in total assets with $1.7M in annual revenue. It awarded 1 grants totaling $600K in 2024.

Where does Newell B Sargent Foundation operate?

Newell B Sargent Foundation has awarded grants in Florida, Wyoming.

What size grants does Newell B Sargent Foundation award?

In 2024, Newell B Sargent Foundation awarded 1 grants totaling $600K — an average of about $600K per grant, based on its IRS Form 990 filings.

How much is Newell B Sargent Foundation required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Newell B Sargent Foundation reported a distributable amount of $699K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Newell B Sargent Foundation's EIN?

Newell B Sargent Foundation's EIN (Employer Identification Number) is 83-0271536. IRS Form 990 filing data is available on this page for 2020–2024.

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Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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