Forum Foundation
Forum Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in South Portland, ME. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $6.9M in total assets. In 2025, it awarded 1 grant totaling $695K.
Key facts about Forum Foundation
In short: Forum Foundation gave $695K across 1 grant in 2025 (avg $695K). Source: 2025 IRS Form 990-PF.
- EIN
- 20-3986056
- Latest 990 filing
- Form 990-PF, 2025
- Annual giving (2025)
- $695,000
- Grants made (2025)
- 1
- Average grant
- $695,000
- Median grant
- $695,000
- Total assets
- $6,850,576
Data from IRS Form 990-PF, 2025; updated September 2026.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$6.9M
+3.8% YoY
Annual Giving
$695K
+8.6% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$695K
+8.6% YoY
Under IRS private-foundation payout rules, Forum Foundation reported a distributable amount of $309K for 2025 — the minimum it must pay out in qualifying distributions.
How Forum Foundation gives
- Giving grew 27% from 2022 to 2025. Method
- In 2025 it paid out 231% of its IRS minimum distribution (the 5% rule). Method
From the foundation's IRS Form 990-PF filings. Methodology.
Open Grants
1 open opportunity from Forum Foundation
Ready to take the next step with Forum Foundation?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
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
6 grants across all recorded years
Giving History
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| ACADEMIA FORUM | TO FUND EDUCATIONAL AND COMMUNITY DEVELOPMENT PROGRAMS IN RURAL COCLE PROVINCE | $695,000 |
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $6,850,576 | $6,599,493 | $6,818,902 |
| Revenue | $1,012,439 | $21,800 | $35,361 |
| Expenses | $868,801 | $770,099 | $797,769 |
| Qualifying Distributions | $713,600 | $671,344 | $709,101 |
| Net Investment Income | — | — | — |
| Distributable Amount | $308,954 | $3,566 | $6,244 |
Data update history
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS August 4, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS August 6, 2026)
- IRS filings on file for fiscal years 2020–2024
Leadership & Key People
Officers and directors from IRS filings
Forum Foundation is led by Richard J. Berthy, Chairman & Director since 2023 (on filings since 2019); none of the 5 officers listed in 2025 report compensation.
Officers on the 2025 filing
Richard J. Berthy
Chairman & Director
Vice President & Director → Chairman & Director, 2023
On filings since 2019
1 hr/week
No compensation reported
Janet F. Robinson
Director
Director → Vice Chair, 2023
Vice Chair → Director, 2024
On filings since 2020
1 hr/week
$20K (2021) → $0 (2025)
Sonia Brooks
Assistant Treasurer
Assistant Vice President & Assistant Secretary → Assistant Treasurer, 2020
On filings since 2019
2 hrs/week
No compensation reported
Stacey Hong
Secretary & Treasurer
Secretary & Director → Secretary & Treasurer, 2023
On filings since 2022
2 hrs/week
No compensation reported
Kelly De Schaun
Vice Chair
Director → Vice Chair, 2024
On filings since 2023
1 hr/week
No compensation reported
Former officers (3)
- Former: John Y. Keffer (2019–2024) — Director
- Former: Charles F. Johnson (2019–2022) — Treasurer & Director
- Former: Herbert Henryson II (2019–2021) — Secretary & Director
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2022 IRS filing
Frequently asked questions about Forum Foundation
How much does Forum Foundation give each year?
Forum Foundation gave $695K across 1 grant in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $640K across 1 grant.
How large is Forum Foundation?
Forum Foundation reported $6.9M in total assets on its 2025 IRS Form 990-PF. It paid out $714K in qualifying distributions that year, against a required minimum of $309K (roughly 5% of its investment assets).
What is Forum Foundation?
Forum Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in South Portland, ME. It holds $6.9M in total assets as of 2025.
Where does Forum Foundation operate?
Forum Foundation has awarded grants in New York.
What is Forum Foundation's EIN?
Forum Foundation's EIN (Employer Identification Number) is 20-3986056. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Here's the math on researching Forum Foundation by hand.
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