The Sara B Wardell Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALISBURY, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $61K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $814.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$61K
-3.8% YoY
Annual Giving
$3K
+0.0% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$3K
+0.0% YoY
About The Sara B Wardell Family
Based on IRS filings
The Sara B Wardell Family is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in SALISBURY, CT. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $61K in total assets. In 2024, it awarded 1 grants totaling $3K. Net investment income was $814.
Focus Areas
Ready to take the next step with The Sara B Wardell Family?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $60,972 | $63,402 | $68,092 |
| Revenue | $3,883 | $1,255 | $7,298 |
| Expenses | $6,313 | $5,945 | $5,871 |
| Qualifying Distributions | $5,170 | $4,980 | $4,720 |
| Net Investment Income | $814 | $1,253 | $4,427 |
| Distributable Amount | $5,091 | $4,366 | $4,299 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
5 grants across all recorded years
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
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| SARA B WARDELL | PRESIDENT/TREASURER | 0.5 | — |
| CATHERINE O'CONNOR | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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