Sargent Family Foundation Inc

Private foundation · Grantmaker Cincinnati, OH EIN: 20-4956369

Sargent Family Foundation Inc is a private foundation based in Cincinnati, Ohio. In 2025, it reported making 21 grants totaling $127,500 to charitable organizations.

Key facts about Sargent Family Foundation Inc

In short: Sargent Family Foundation Inc gave $128K across 21 grants in 2025 (avg $6K), mostly in Massachusetts. 48% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
20-4956369
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$127,500
Grants made (2025)
21
Average grant
$6,071
Median grant
$5,000
New grantees (estimate)
48% first-time grantees (10 of 21, 2025; small sample)
Total assets
$1,527,949
Primary geography
Massachusetts (55% of itemized 2025 grant dollars)
Accepts unsolicited proposals
No
How to apply
The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations. Full details ↓

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology). Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$1.5M

+10.9% YoY

Annual Giving

$128K

-45.0% YoY

Grant Count

21

+50.0% YoY

Avg Grant Size

$6K

-63.3% YoY

Under IRS private-foundation payout rules, Sargent Family Foundation Inc reported a distributable amount of $96K for 2025 — the minimum it must pay out in qualifying distributions.

Is Sargent Family Foundation Inc open to new grantees?

48%

first-time grantees, 2025

In 2025, 10 of 21 grantees (48%) were first-time recipients. With only 21 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $5K; repeat grants $7K. How we count

Medians: $5K first-time, $5K repeat.

  • 33% of 2025 grantees were also funded in 2024. Method
  • Giving fell 64% from 2022 to 2025. Method
  • In 2025 it paid out 133% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

Research compiled by Grantable AI from public sources. Last updated September 2026.

Mission & Focus Areas

No mission statement for the foundation is provided. Its 2025 grants went to organizations with varied missions. For example, City of Hope describes its mission as making hope a reality for people touched by cancer and diabetes. Island Grown Initiative says it works to build a regenerative and equitable food system on Martha’s Vineyard. The Fay School says it seeks to nurture each child’s potential through a broad, balanced, and challenging program.

Other 2025 grantees include Xavier University, which describes its mission as educating students intellectually, morally, and spiritually, and Ceres, which says it works to accelerate the transition to a cleaner, more just, and resilient world.

Grantmaking

In 2025, the foundation reported 21 grants totaling $127,500. Grants ranged from $500 to $25,000, with a median grant of $5,000. The largest grant listed was $25,000 to City of Hope. Other notable grants included $10,000 each to United Way, Hope & Comfort, and Green Light Fund; and $5,000 each to Boston College, Xavier University, Harvard College, Northeastern University, St. Mark’s School of Southborough, The Fay School, ArtsWAVE, Island Grown Initiative, and Ceres.

How to Apply

The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations.

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Geographic Focus

Where this funder awards grants

In 2025, 55% of grant dollars went to recipients in Massachusetts, 20% to California, 12% to Ohio, 9% to Kentucky, and 4% to New York.

Grant Distribution by State

9states

Share of 2025 grant dollars across all 21 itemized grants.

Cities

BostonSouthboroughCincinattiCambridgeLouisvilleAtlantaDuarteNeedhamCovingtonOak BluffsVineyard HavenBalacynwydNew YorkBrookevilleCincinnatiEdgartownLexingtonNew Hyde ParkNewportPhiladelphia

Giving Over Time

Total grant dollars and number of grants per year

$0$200K$400K$600K15 grants2020 16 grants2021 16 grants2022 18 grants2023 14 grants2024 21 grants2025

From 2020 to 2025, annual grant giving ranged from $128K (2025) to $480K (2020). In 2025 it made 21 grants totaling $128K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

City of Hope: $25KCity of Hope$25KUnited Way: $10KUnited Way$10KHope & Comfort: $10KHope & Comfort$10KGreen Light Fund: $10KGreen Light Fund$10KBoston College: $5KBoston College$5KXavier University: $5KXavier University$5KHarvard College: $5KHarvard College$5KNortheastern University: $5KNortheastern University$5KSt Mark's School of Southborough: $5KSt Mark's School ofSouthborough$5KThe Fay School: $5KThe Fay School$5K

The largest 2025 recipient was City of Hope ($25K). Together the top 10 received $85K.

Grant Size Distribution

85 grants across all recorded years

74<$50K5$50–100K6$100–250K$250–500K$500K–1M$1–5M$5M+

The most common grant size was under $50K: 74 grants of 85 (87%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
City of Hope Duarte, CACharitable$25,000
United Way Boston, MACharitable$10,000
Hope & Comfort Needham, MACharitable$10,000
Green Light Fund Boston, MACharitable$10,000
Boston College Boston, MACharitable$5,000
Xavier University Cincinatti, OHCharitable$5,000
Harvard College Cambridge, MACharitable$5,000
Northeastern University Boston, MACharitable$5,000
St Mark's School of Southborough Southborough, MACharitable$5,000
The Fay School Southborough, MACharitable$5,000

Financial History

Multi-year comparison from IRS filings

Filing year Assets Revenue Expenses Grant sum Grant count
2025 $1,527,949 $149,336 $132,301 $127,500 21
2024 $1,377,183 $63,344 $237,142 $231,907 14
2023 $1,495,797 $64,530 $376,362 $357,043 18
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$200K$400K$600K2020 2021 2022 2023 2024 2025
Metric202520242023
Total Assets$1,527,949$1,377,183$1,495,797
Revenue$149,336$63,344$64,530
Expenses$132,301$237,142$376,362
Qualifying Distributions$127,500$231,907$357,043
Net Investment Income$67,930$58,809$50,142
Distributable Amount$95,560$170,579$176,084

Data update history

When this profile's IRS filing data changed on Grantable

  1. Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
  2. IRS filings on file for fiscal years 2020–2024

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Ronald L. Sargent as president, Jill L. Sargent as treasurer, and Stephen N. Wilchins, Esq., as clerk.

Sargent Family Foundation Inc is led by Ronald L. Sargent, President on every filing since 2020; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • Ronald L. Sargent

    President

    On filings since 2020

    1 hr/week

    No compensation reported

  • Jill L. Sargent

    Treasurer

    On filings since 2020

    1 hr/week

    No compensation reported

  • Stephen N. Wilchins Esq.

    Clerk

    On filings since 2020

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Mailing address: 4500 Muchmore Road, Cincinnati, OH 45243
Phone: (781) 329-1690

Frequently asked questions about Sargent Family Foundation Inc

How much does Sargent Family Foundation Inc give each year?

Sargent Family Foundation Inc gave $128K across 21 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $232K across 14 grants.

What is Sargent Family Foundation Inc's typical grant size?

Sargent Family Foundation Inc's median grant in 2025 was $5,000, and its average grant was $6,071, across 21 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Sargent Family Foundation Inc that year got $5K on average.

Where does Sargent Family Foundation Inc give grants?

Sargent Family Foundation Inc gives mostly in Massachusetts: 55% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest states were California (20%) and Ohio (12%). The most frequent recipient cities were Boston, MA (6 grants), Cincinatti, OH (3 grants), Southborough, MA (2 grants) and Cambridge, MA (2 grants).

Does Sargent Family Foundation Inc give general operating support?

Not in 2025: none of the 21 grants with a stated purpose on Sargent Family Foundation Inc's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Charitable" (21 grants).

Who are Sargent Family Foundation Inc's largest grantees?

Sargent Family Foundation Inc's largest 2025 grantees include City of Hope ($25,000), United Way ($10,000) and Hope & Comfort ($10,000), according to its 2025 IRS Form 990-PF. Together they received 35% of its itemized 2025 grant dollars.

How large is Sargent Family Foundation Inc?

Sargent Family Foundation Inc reported $1.5M in total assets on its 2025 IRS Form 990-PF. It paid out $128K in qualifying distributions that year, against a required minimum of $96K (roughly 5% of its investment assets).

What does Sargent Family Foundation Inc fund?

No mission statement for the foundation is provided. Its 2025 grants went to organizations with varied missions. For example, City of Hope describes its mission as making hope a reality for people touched by cancer and diabetes. See mission & focus areas ↑

How do I apply for a grant from Sargent Family Foundation Inc?

The foundation does not accept unsolicited requests; it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑

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 2020–2025.

Does Sargent Family Foundation Inc accept unsolicited proposals?

No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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