Nonprofit · EIN 46-4065160
JOSEPH D SARGENT FUND
Tax-exempt · HARTFORD, CT 06103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990-PF | $11,837 | $4,000 | $7,837 | $39,352 | $0 | $39,352 |
| October 31, 2024 | 990-PF | $2,120 | $4,000 | -$1,880 | $31,515 | $0 | $31,515 |
| October 31, 2023 | 990-PF | $294 | $2,500 | -$2,206 | $33,395 | $0 | $33,395 |
Financial details: 990-PF for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $10,000
- Dividends
- $1,293
- Net gain from sales of assets
- $544
Expenses
- Grants and similar amounts paid
- $4,000
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $4,000
- Excise tax on investment income
- $26
Balance sheet and other
- Total assets, start of year
- $31,515
- Total assets, end of year
- $39,352
- Total liabilities, end of year
- $0
- Net assets, end of year
- $39,352
- Fair market value of assets
- $93,244
- Qualifying distributions
- $4,000
- Net investment income
- $1,837
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GALAN DAUKAS 185 ASYLUM AVENUE, HARTFORD, CT 06103 | TRUSTEE | 2 | $0 |
| ROBERT H BRADLEY 185 ASYLUM AVENUE, HARTFORD, CT 06103 | TRUSTEE | 2 | $0 |
990-PF for the year ended October 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GALAN DAUKAS 185 ASYLUM AVENUE, HARTFORD, CT 06103 | TRUSTEE | 2 | $0 |
| ROBERT H BRADLEY 185 ASYLUM AVENUE, HARTFORD, CT 06103 | TRUSTEE | 2 | $0 |
990-PF for the year ended October 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN L WILLCOX 185 ASYLUM AVENUE, HARTFORD, CT 06103 | TRUSTEE | 2 | $0 |
| ROBERT H BRADLEY 185 ASYLUM AVENUE, HARTFORD, CT 06103 | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 185 ASYLUM STREET 11TH FLOOR, HARTFORD, CT 06103-3402
- In care of
- % STEPHEN L WILCOX
- Signed the 990-PF
- ROBERT BRADLEY, TRUSTEE
- Phone
- (860) 524-8050
- Return prepared by
- WHITTLESEY PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990-PF on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990-PF on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-4065160
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- October
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $39,352
- Income (IRS master file)
- $15,294
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | October 2025 | $11,837 | $4,000 | $39,352 | XML |
| 990-PF | October 2024 | $2,120 | $4,000 | $31,515 | XML |
| 990-PF | October 2023 | $294 | $2,500 | $33,395 | XML |
| 990-PF | October 2022 | – | – | – | IRS |
| 990-PF | October 2021 | – | – | – | IRS |
| 990-PF | October 2020 | – | – | – | IRS |
| 990-PF | October 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4065160).
Questions about JOSEPH D SARGENT FUND
- What is the EIN of JOSEPH D SARGENT FUND?
- The employer identification number (EIN) of JOSEPH D SARGENT FUND is 46-4065160.
- Is JOSEPH D SARGENT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to JOSEPH D SARGENT FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH D SARGENT FUND file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH D SARGENT FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH D SARGENT FUND last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended October 2025.
- Who are the officers and directors of JOSEPH D SARGENT FUND?
- The 990-PF for the year ended October 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does JOSEPH D SARGENT FUND have?
- On its 990-PF for the year ended October 31, 2025 it reported revenue of $11,837, expenses of $4,000 and total assets of $39,352 at year end.
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