Newell B Sargent Foundation

Private foundation · Grantmaker Worland, WY EIN: 83-0271536

Newell B Sargent Foundation is a private foundation, based in Worland, WY. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $15.6M in total assets. In 2025, it awarded 3 grants totaling $506K. Net investment income was $533K.

Newell B Sargent Foundation at a glance

In short: Newell B Sargent Foundation gave $506K across 3 grants in 2025 (avg $169K), mostly in Florida. Source: 2025 IRS Form 990-PF.

Annual giving (2025)
$506,000
-15.7% vs 2024
Grants made (2025)
3
+200.0% vs 2024
Average grant
$168,667
-71.9% vs 2024
Median grant
$5,000
Total assets
$15,587,085
-0.6% vs 2024
Primary geography
Florida (99% 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 Newell B Sargent Foundation funds

How this funder distributes its grants

Top Recipients

Top 3 recipients in 2025

Schwab Charitable Trust: $500KSchwab Charitable Trust$500KGottsche Rehabiliation and Wellness Center: $5KGottsche Rehabiliation andWellness Center$5KCokeville Elementary: $1KCokeville Elementary$1K

The largest 2025 recipient was Schwab Charitable Trust ($500K). Together the top 3 received $506K.

Grant Size Distribution

10 grants across all recorded years

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

The most common grant size was under $50K: 5 grants of 10 (50%).

Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Share of 2025 grant dollars across all 3 itemized grants.

Cities

OrlandoWorlandCokevilleThermopolis

How Newell B Sargent Foundation gives

  • Giving fell 23% from 2022 to 2025. Method
  • In 2025 it paid out 88% 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

$0$200K$400K$600K$800K2 grants2019 1 grant2020 2 grants2021 2 grants2022 2 grants2023 1 grant2024 3 grants2025

From 2019 to 2025, annual grant giving ranged from $506K (2025) to $750K (2020). In 2025 it made 3 grants totaling $506K.

Grants by year

Grant recipients and amounts by year

RecipientPurposeAmount
Schwab Charitable Trust Orlando, FLGeneral fund of charitable organizations for expenses related to charitable purposes.$500,000
Gottsche Rehabiliation and Wellness Center Thermopolis, WYGeneral fund of charitable organizations for expenses related to charitable purposes.$5,000
Cokeville Elementary Cokeville, WYGeneral fund of charitable organizations for expenses related to charitable purposes.$1,000
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Financial History

Multi-year comparison from IRS filings

Figures from IRS filings, by filing year
Filing yearTotal AssetsRevenueExpensesGrants paidGrantsQualifying DistributionsNet Investment IncomeDistributable Amount
2025$15,587,085$667,119$761,249$506,0003$619,052$532,523$704,885
2024$15,680,606$1,702,771$857,879$600,0001$701,412$1,568,964$699,279
2023$14,817,031$624,861$818,880$616,2872$699,726$506,100$681,173
2022$15,004,161$-1,452,592$901,220$660,0002$769,816$68,304$754,191
2021$17,382,715$1,929,752$916,516$655,0002—$1,794,114$782,229
2020$16,345,995$1,176,240$1,019,353$750,0001—$1,046,708$760,341
2019$16,195,583$791,478$857,998$601,0002—$667,981$737,871

Under IRS private-foundation payout rules, Newell B Sargent Foundation reported a distributable amount of $705K for 2025 — the minimum it must pay out in qualifying distributions.

Leadership & Key People

Officers and directors from IRS filings

Newell B Sargent Foundation's 2025 filing lists 4 officers; all 4 officers listed in 2025 are compensated.

Officers on the 2025 filing

  • Charles W. Smith

    Director

    On filings since 2019

    12 hrs/week

    $36K (2019) → $30K (2025)

  • Kent Richins

    Director

    On filings since 2019

    10 hrs/week

    $36K (2019) → $30K (2025)

  • Kurt Hansen

    Director

    On filings since 2024

    10 hrs/week

    $10K (2024) → $30K (2025)

  • Rosie Richins

    Director

    On filings since 2024

    10 hrs/week

    $28K (2024) → $30K (2025)

Former officers (1)
  • Former: Ron Hansen (2019–2023) — Director

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.

Compensation Overview

From 2025 IRS filing

Charles W Smith — Director: $30KCharles W SmithDirector$30KKent Richins — Director: $30KKent RichinsDirector$30KRosie Richins — Director: $30KRosie RichinsDirector$30KKurt Hansen — Director: $30KKurt HansenDirector$30K

The highest reported compensation on the 2025 filing was $30K, to Charles W Smith (Director). 4 officers or directors reported compensation on that filing.

Frequently asked questions about Newell B Sargent Foundation

How much does Newell B Sargent Foundation give each year?

Newell B Sargent Foundation gave $506K across 3 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $600K across 1 grant.

What is Newell B Sargent Foundation's typical grant size?

Newell B Sargent Foundation's median grant in 2025 was $5,000, and its average grant was $168,667, across 3 grants on its 2025 IRS Form 990-PF.

Where does Newell B Sargent Foundation give grants?

Newell B Sargent Foundation gives mostly in Florida: 99% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there.

Does Newell B Sargent Foundation give general operating support?

Yes: 100% of Newell B Sargent Foundation's 2025 grants with a stated purpose (3 of 3) were for general or operating support, per its 2025 IRS Form 990-PF.

How large is Newell B Sargent Foundation?

Newell B Sargent Foundation reported $15.6M in total assets on its 2025 IRS Form 990-PF. It paid out $619K in qualifying distributions that year, against a required minimum of $705K (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.

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 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

  1. Updated Form 990-PF for fiscal year 2019 (received by the IRS March 12, 2020)
  2. Updated Form 990-PF for fiscal year 2020 (received by the IRS February 26, 2021)
  3. Updated Form 990-PF for fiscal year 2021 (received by the IRS April 5, 2022)
  4. Updated Form 990-PF for fiscal year 2022 (received by the IRS March 2, 2023)
  5. Updated Form 990-PF for fiscal year 2023 (received by the IRS March 13, 2024)
  6. Updated Form 990-PF for fiscal year 2024 (received by the IRS April 9, 2025)
  7. Updated Form 990-PF for fiscal year 2025 (received by the IRS February 27, 2026)
  8. IRS filings on file for fiscal years 2019–2025

Live grants for the work Newell B Sargent Foundation funds

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The filing figures on this page are open data under CC BY 4.0. About GrantGraph Open

Figures come from Newell B Sargent Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.

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