Forman Family Charitable Trust
Forman Family Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $922K in total assets. In 2024, it awarded 1 grants totaling $53K. Net investment income was $32K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$922K
-2.6% YoY
Annual Giving
$53K
-16.7% YoY
Grant Count
1
-96.7% YoY
Avg Grant Size
$53K
+2397.8% YoY
About Forman Family Charitable Trust
Based on IRS filings
Forman Family Charitable Trust is a private foundation, based in BOSTON, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $922K in total assets. In 2024, it awarded 1 grants totaling $53K. Net investment income was $32K.
Ready to take the next step with Forman Family Charitable Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $922,482 | $946,983 | $831,283 |
| Revenue | $44,833 | $193,024 | $19,740 |
| Expenses | $69,675 | $77,324 | $79,971 |
| Qualifying Distributions | $54,897 | $65,982 | $66,482 |
| Net Investment Income | $31,835 | $181,682 | $12,609 |
| Distributable Amount | $61,683 | $56,580 | $63,127 |
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
154 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ADAM CHASE | TRUSTEE | 0.25 | — |
| ROGER FORMAN | TRUSTEE | 0.25 | — |
| LISA KANTOR | TRUSTEE | 0.25 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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