Forman Family Charitable Trust
Forman Family Charitable Trust is a private foundation, based in Boston, MA. IRS filing data is available from 2020 through 2025. As of 2025, the organization holds $924K in total assets. In 2025, it awarded 1 grant totaling $59K. Net investment income was $62K.
Forman Family Charitable Trust at a glance
In short: Forman Family Charitable Trust gave $59K across 1 grant in 2025 (avg $59K), mostly in New York. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $59,250
- +11.3% vs 2024
- Grants made (2025)
- 1
- +0.0% vs 2024
- Average grant
- $59,250
- +11.3% vs 2024
- Median grant
- $59,250
- Total assets
- $923,744
- +0.1% vs 2024
- Primary geography
- New York (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who Forman Family Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
115 grants across all recorded years
The most common grant size was under $50K: 113 grants of 115 (98%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of the 2025 grant dollars on its one itemized grant.
States
Cities
How Forman Family Charitable Trust gives
- Giving held roughly steady from 2022 to 2025 (−9%). Method
- In 2025 it paid out 94% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2025, annual grant giving ranged from $53K (2020) to $65K (2022). In 2025 it made 1 grant totaling $59K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| See Attached List New York, NY | Unrestricted-See Attached List | $59,250 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $923,744 | $74,522 | $73,617 | $59,250 | 1 | $60,250 | $62,148 | $64,095 |
| 2024 | $922,482 | $44,833 | $69,675 | $53,222 | 1 | $54,897 | $31,835 | $61,683 |
| 2023 | $946,983 | $193,024 | $77,324 | $63,922 | 30 | $65,982 | $181,682 | $56,580 |
| 2022 | $831,283 | $19,740 | $79,971 | $64,905 | 45 | $66,482 | $12,609 | $63,127 |
| 2021 | $891,514 | $77,343 | $67,348 | $53,327 | 38 | $54,764 | $63,651 | $66,591 |
| 2020 | $881,670 | $13,721 | $66,397 | $52,732 | 40 | — | $14,895 | $57,221 |
Under IRS private-foundation payout rules, Forman Family Charitable Trust reported a distributable amount of $64K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Forman Family Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Adam Chase
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Roger Forman
Trustee
On filings since 2020
0.3 hrs/week
No compensation reported
Lisa Kantor
Trustee
On filings since 2024
0.3 hrs/week
No compensation reported
Former officers (1)
- Former: Audrey Robbins (2020–2023) — 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.
Frequently asked questions about Forman Family Charitable Trust
How much does Forman Family Charitable Trust give each year?
Forman Family Charitable Trust gave $59K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $53K across 1 grant.
How large is Forman Family Charitable Trust?
Forman Family Charitable Trust reported $924K in total assets on its 2025 IRS Form 990-PF. It paid out $60K in qualifying distributions that year, against a required minimum of $64K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Forman Family Charitable Trust operate?
Forman Family Charitable Trust has awarded grants in Alabama, Arizona, California, District of Columbia, Illinois, Massachusetts, Maryland, New Jersey, New York, Rhode Island, Virginia.
What is Forman Family Charitable Trust's EIN?
Forman Family Charitable Trust's EIN (Employer Identification Number) is 05-6069697. 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.
Data update history
(7)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2020 (received by the IRS May 13, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 13, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS May 15, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 3, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS February 21, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS February 16, 2026)
- IRS filings on file for fiscal years 2020–2025
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