The Sara B Wardell Family
SALISBURY, CT EIN: 20-1034179
Financial Overview
From 2024 IRS Form 990-PF
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
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Financial History
Multi-year comparison from IRS filings
Revenue
Expenses
Qualifying Distributions
Net Investment Income
| 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 .
Who else does The Sara B Wardell Family fund?
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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 | — | — |
Geographic Focus
Where this funder has awarded grants
Grant Distribution by State
Connecticut $15K (100%)
States
Cities
Falls VillageSalisburyWest Cornwall
Data last updated March 2026. Sourced from IRS Form 990-PF filings.
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