Sargent Family Foundation Inc

CINCINNATI, OH EIN: 20-4956369

Sargent Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 14 grants totaling $232K. Net investment income was $59K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.4M

-7.9% YoY

Annual Giving

$232K

-35.0% YoY

Grant Count

14

-22.2% YoY

Avg Grant Size

$17K

-16.5% YoY

Under IRS private-foundation payout rules, Sargent Family Foundation Inc reported a distributable amount of $171K for 2024 — the minimum it must pay out in qualifying distributions.

About Sargent Family Foundation Inc

Based on IRS filings

Sargent Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.4M in total assets. In 2024, it awarded 14 grants totaling $232K. Net investment income was $59K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

8states

Cities

AtlantaBalacynwydBostonCambridgeCincinattiCincinnatiCovingtonDuarteEdgartownLouisvilleNeedhamNew Hyde ParkNew YorkNewportOak BluffsPhiladelphiaSeafordSomervilleSouthboroughVineyard Haven

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$133K$267K$400K$534K20202021202220232024
Metric202420232022
Total Assets$1,377,183$1,495,797$1,665,292
Revenue$63,344$64,530$53,985
Expenses$237,142$376,362$359,414
Qualifying Distributions$231,907$357,043$354,687
Net Investment Income$58,809$50,142$50,450
Distributable Amount$170,579$176,084$174,477

Giving Over Time

Total grant dollars and number of grants per year

$0$120K$240K$360K$480K15 grants202016 grants202116 grants202218 grants202314 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

JFK LIBRARY FOUNDATION$101KST MARK'S SCHOOL OF SOUT…$51KBOYS AND GIRLS CLUBS OF …$24KCITY OF HOPE$24KMARTHA'S VINEYARD COMMUN…$11KHARVARD BUSINESS SCHOOL$5KJACK MILLER CENTER$5KBOSTON COLLEGE$3KTHE FAY SCHOOL INC$3KXAVIER UNIVERSITY$3K

Grant Size Distribution

79 grants across all recorded years

64<$50K6$50–100K9$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Jfk Library Foundation ($100,918), St Mark's School of Southborough Inc ($50,673), Boys and Girls Clubs of America ($24,483).

RecipientPurposeAmount
BOSTON COLLEGE BOSTON, MACHARITABLE$2,500
BOYS AND GIRLS CLUBS OF AMERICA ATLANTA, GACHARITABLE$24,483
CITY OF HOPE DUARTE, CACHARITABLE$24,483
HARVARD BUSINESS SCHOOL BOSTON, MACHARITABLE$5,000
HARVARD MAG CAMBRIDGE, MACHARITABLE$250
JACK MILLER CENTER BALACYNWYD, PACHARITABLE$5,000
JFK LIBRARY FOUNDATION BOSTON, MACHARITABLE$100,918
KENTUCKY COLONELS LOUISVILLE, KYCHARITABLE$1,000
MARTHA'S VINEYARD COMMUNITY SERVICES OAK BLUFFS, MACHARITABLE$11,100
MARTHA'S VINEYARD MUSEUM EDGARTOWN, MACHARITABLE$1,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
RONALD L SARGENTPRESIDENT1
JILL L SARGENTTREASURER1
STEPHEN N WILCHINS ESQCLERK1

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is Sargent Family Foundation Inc?

Sargent Family Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CINCINNATI, OH. It holds $1.4M in total assets as of 2024.

How large is Sargent Family Foundation Inc?

As of 2024, Sargent Family Foundation Inc holds $1.4M in total assets with $63K in annual revenue. It awarded 14 grants totaling $232K in 2024.

Where does Sargent Family Foundation Inc operate?

Sargent Family Foundation Inc has awarded grants in California, Georgia, Kentucky, Massachusetts, New York, Ohio, Pennsylvania, Virginia.

What size grants does Sargent Family Foundation Inc award?

In 2024, Sargent Family Foundation Inc awarded 14 grants totaling $232K — an average of about $17K per grant, based on its IRS Form 990 filings.

How much is Sargent Family Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Sargent Family Foundation Inc reported a distributable amount of $171K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Sargent Family Foundation Inc's EIN?

Sargent Family Foundation Inc's EIN (Employer Identification Number) is 20-4956369. IRS Form 990 filing data is available on this page for 2020–2024.

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Related Funders

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

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