Clara Forcey Trust #1
Clara Forcey Trust #1 is a private foundation, based in Clearfield, PA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $814K in total assets. In 2025, it awarded 1 grant totaling $54K. Net investment income was $58K.
Key facts about Clara Forcey Trust #1
In short: Clara Forcey Trust #1 gave $54K across 1 grant in 2025 (avg $54K), mostly in Pennsylvania. Source: 2025 IRS Form 990-PF.
- EIN
- 25-6019042
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $54,235
- Grants made (2025)
- 1
- Average grant
- $54,235
- Median grant
- $54,235
- Total assets
- $813,785
- Primary geography
- Pennsylvania (100% of itemized 2025 grant dollars)
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$814K
+0.4% YoY
Annual Giving
$54K
+28.4% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$54K
+28.4% YoY
Under IRS private-foundation payout rules, Clara Forcey Trust #1 reported a distributable amount of $43K for 2025 — the minimum it must pay out in qualifying distributions.
How Clara Forcey Trust #1 gives
- Giving grew 136% from 2022 to 2025. Method
- In 2025 it paid out 141% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of all 1 itemized 2025 grant dollars.
States
Cities
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 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| PENN HIGHLANDS HEALTHCARE Clearfield, PA | PROGRAM SUPPORT | $54,235 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $813,785 | $810,407 | $797,961 |
| Revenue | $64,756 | $62,539 | $34,408 |
| Expenses | $69,886 | $50,093 | $59,659 |
| Qualifying Distributions | $61,116 | $45,801 | $58,763 |
| Net Investment Income | $57,662 | $58,732 | $33,502 |
| Distributable Amount | $43,266 | $41,539 | $38,628 |
Data update history
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 12, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 11, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS May 15, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS May 5, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 6, 2026)
Leadership & Key People
Officers and directors from IRS filings
Clara Forcey Trust #1's only listed officer is MID Penn Bank, Corporate Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
MID Penn Bank
Corporate Trustee
On filings since 2021
1 hr/week
$858 (2021) → $13K (2025)
Former officers (1)
- Former: Riverview Bank (2020) — Corporate Trustee
Data from IRS Form 990 filings, 2020–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
Frequently asked questions about Clara Forcey Trust #1
How much does Clara Forcey Trust #1 give each year?
Clara Forcey Trust #1 gave $54K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $42K across 1 grant.
How large is Clara Forcey Trust #1?
Clara Forcey Trust #1 reported $814K in total assets on its 2025 IRS Form 990-PF. It paid out $61K in qualifying distributions that year, against a required minimum of $43K (roughly 5% of its investment assets).
Where does Clara Forcey Trust #1 operate?
Clara Forcey Trust #1 has awarded grants in Pennsylvania.
What is Clara Forcey Trust #1's EIN?
Clara Forcey Trust #1's EIN (Employer Identification Number) is 25-6019042. IRS Form 990 filing data is available on this page for 2020–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Clara Forcey Trust #1 by hand.
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