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
Under IRS private-foundation payout rules, Forman Family Charitable Trust reported a distributable amount of $62K for 2024 — the minimum it must pay out in qualifying distributions.
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.
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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
Among its reported 2024 grants, the largest include See Attached List ($53,222).
| Recipient | Purpose | Amount |
|---|---|---|
| SEE ATTACHED LIST NEW YORK, NY | UNRESTRICTED-SEE ATTACHED LIST | $53,222 |
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 | — |
Frequently Asked Questions
How large is Forman Family Charitable Trust?
As of 2024, Forman Family Charitable Trust holds $922K in total assets with $45K in annual revenue. It awarded 1 grants totaling $53K in 2024.
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 size grants does Forman Family Charitable Trust award?
In 2024, Forman Family Charitable Trust awarded 1 grants totaling $53K — an average of about $53K per grant, based on its IRS Form 990 filings.
How much is Forman Family Charitable Trust required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Forman Family Charitable Trust reported a distributable amount of $62K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
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 2020–2024.
Explore Open Grants
Browse active grant opportunities in Forman Family Charitable Trust's focus areas in our free grants database
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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