The Ashby Foundation Inc

SANTA FE, NM EIN: 20-3935673

The Ashby Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA FE, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $924K in total assets. In 2024, it awarded 5 grants totaling $54K. Net investment income was $103K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$924K

+5.7% YoY

Annual Giving

$54K

+35.0% YoY

Grant Count

5

-16.7% YoY

Avg Grant Size

$11K

+62.0% YoY

Under IRS private-foundation payout rules, The Ashby Foundation Inc reported a distributable amount of $49K for 2024 — the minimum it must pay out in qualifying distributions.

About The Ashby Foundation Inc

Based on IRS filings

The Ashby Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA FE, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $924K in total assets. In 2024, it awarded 5 grants totaling $54K. Net investment income was $103K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

1states

States

Cities

FairmontGeneva

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$33K$65K$98K$130K20202021202220232024
Metric202420232022
Total Assets$924,066$874,543$894,554
Revenue$118,454$35,424$32,296
Expenses$70,949$55,590$57,862
Qualifying Distributions$54,000$40,000$40,000
Net Investment Income$103,255$21,614$17,557
Distributable Amount$49,276$44,875$46,300

Giving Over Time

Total grant dollars and number of grants per year

$0$14K$27K$41K$54K3 grants20204 grants20214 grants20226 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Fillmore County Agricult…$22KFILLMORE County Foundation$14KFillmore County Hospital…$8KGeneva Senior Center Fou…$8KUNL Nebraska Extension -…$3K

Grant Size Distribution

22 grants across all recorded years

22<$50K$50–100K$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 Fillmore County Agricultural Society Inc ($22,000), FILLMORE County Foundation ($14,000), Fillmore County Hospital Foundation ($7,500).

RecipientPurposeAmount
FILLMORE County Foundation Geneva, NEGeneral Support$14,000
Fillmore County Hospital Foundation Geneva, NEGeneral Support$7,500
Geneva Senior Center Foundation Geneva, NEGeneral Support$7,500
Fillmore County Agricultural Society Inc Geneva, NEGeneral Support$22,000
UNL Nebraska Extension - Fillmore County Geneva, NEGeneral Support$3,000

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
James R AshbyPresident
Sarah Ashby SawtellVice President & Treasurer
Janice M AshbySecretary
W Anthony SawtellDirector

Subject Areas

Focus areas based on grantmaking activity

Frequently Asked Questions

What is The Ashby Foundation Inc?

The Ashby Foundation Inc is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SANTA FE, NM. It holds $924K in total assets as of 2024.

How large is The Ashby Foundation Inc?

As of 2024, The Ashby Foundation Inc holds $924K in total assets with $118K in annual revenue. It awarded 5 grants totaling $54K in 2024.

Where does The Ashby Foundation Inc operate?

The Ashby Foundation Inc has awarded grants in Nebraska.

What size grants does The Ashby Foundation Inc award?

In 2024, The Ashby Foundation Inc awarded 5 grants totaling $54K — an average of about $11K per grant, based on its IRS Form 990 filings.

How much is The Ashby Foundation Inc required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, The Ashby Foundation Inc reported a distributable amount of $49K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is The Ashby Foundation Inc's EIN?

The Ashby Foundation Inc's EIN (Employer Identification Number) is 20-3935673. 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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