Aaron Forman Trust

GALVESTON, TX EIN: 74-6284810

Aaron Forman Trust is a private foundation focused on Religion, based in GALVESTON, TX. IRS filing data is available from 2021 through 2024. As of 2024, the organization holds $718K in total assets. In 2024, it awarded 1 grants totaling $30K. Net investment income was $55K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$718K

+2.3% YoY

Annual Giving

$30K

-7.2% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$30K

-7.2% YoY

Under IRS private-foundation payout rules, Aaron Forman Trust reported a distributable amount of $39K for 2024 — the minimum it must pay out in qualifying distributions.

About Aaron Forman Trust

Based on IRS filings

Focus Areas

Religion

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Texas $125K (100%)

States

Texas

Cities

Houston

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$717,806	$701,845	$727,785
Revenue	$58,520	$18,367	$26,578
Expenses	$42,573	$44,307	$45,049
Qualifying Distributions	$37,021	$38,976	$38,680
Net Investment Income	$55,460	$20,457	$23,449
Distributable Amount	$38,846	$36,617	$39,463

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

4 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Houston Hillel Inc ($30,223).

Recipient	Purpose	Amount
HOUSTON HILLEL INC HOUSTON, TX	STUDENT ASSISTANCE	$30,223

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
FROST BANK	TRUSTEE	1	$10,587

Subject Areas

Focus areas based on grantmaking activity

Religion

Frequently Asked Questions

What is Aaron Forman Trust?

Aaron Forman Trust is a private foundation focused on Religion, based in GALVESTON, TX. It holds $718K in total assets as of 2024.

How large is Aaron Forman Trust?

As of 2024, Aaron Forman Trust holds $718K in total assets with $59K in annual revenue. It awarded 1 grants totaling $30K in 2024.

Where does Aaron Forman Trust operate?

Aaron Forman Trust has awarded grants in Texas.

What size grants does Aaron Forman Trust award?

In 2024, Aaron Forman Trust awarded 1 grants totaling $30K — an average of about $30K per grant, based on its IRS Form 990 filings.

How much is Aaron Forman Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Aaron Forman Trust reported a distributable amount of $39K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.