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

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

No grants recorded for .

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

Related Funders

Similar funders by location and focus area

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

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