Newell B Sargent Foundation

WORLAND, WY EIN: 83-0271536

Financial Overview

From 2024 IRS Form 990-PF

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

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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 .

Who else does Newell B Sargent Foundation fund?

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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

Geographic Focus

Where this funder has awarded grants

Grant Distribution by State

2states

Cities

OrlandoWorland

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

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