Forward Vision is a private foundation based in Saratoga Springs, New York, established in 2013. The organization operates as a 501(c)(3) entity and functions as a grantmaking foundation focused on supporting small business development and professional training initiatives.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$22.7M
+3.4% YoY
Annual Giving
$1.3M
+0.5% YoY
Grant Count
33
+200.0% YoY
Avg Grant Size
$40K
-66.5% YoY
Under IRS private-foundation payout rules, Forward Vision reported a distributable amount of $952K for 2024 — the minimum it must pay out in qualifying distributions.
Mission & Focus Areas
Forward Vision's grantmaking priorities center on:
- Training and mobilizing professionals to work with small businesses in need
- Education
- Philanthropy, voluntarism, and grantmaking
- Human services and nonprofit support
- Community and civic engagement
- Local government initiatives
Grantmaking
Forward Vision made 16 grants in 2024, with total giving of $1,306,450. The foundation distributed $346,600 across multiple grantees in its most recent documented grant cycle.
Grant Range
Range:**
Review Cycle
.
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Geographic Focus
Where this funder awards grants
Forward Vision's grantmaking priorities are concentrated in:
- New York
- Massachusetts
- Connecticut
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
As of December 2024:
- Total Assets: $22,686,620
- Total Revenues: $2,152,775
- Total Expenses: $1,423,731
- Total Giving: $1,306,450
- Number of Employees: 0
| Metric | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $22,686,620 | $21,943,957 | $22,448,022 |
| Revenue | $2,152,775 | $686,738 | $458,343 |
| Expenses | $1,423,731 | $1,335,353 | $1,271,877 |
| Qualifying Distributions | $1,326,897 | $1,317,644 | $1,209,786 |
| Net Investment Income | $2,055,941 | $820,243 | $692,765 |
| Distributable Amount | $952,200 | $1,327,809 | $1,300,422 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
81 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Fidelity Charitable Gift Fund ($950,000), Tanzanian Children's Fund ($125,000), Friends of the Scarsdale Library ($50,000).
| Recipient | Purpose | Amount |
|---|---|---|
| ALZHEIMERS ASSOCIATION SARATOGA SPRINGS, NY | GENERAL SUPPORT FOR ALZHEIMERS ASSOCIATION | $1,000 |
| BIG BROTHERS BIG SISTERS OF WESTCHESTER & PUTNAM PORT CHESTER, NY | SUPPORT TO MENTOR AT RISK CHILDREN IN WESTCHESTER | $2,500 |
| BLYTHEDALE CHILDREN'S HOSPITAL VALHALLA, NY | GENERAL PURPOSE | $1,000 |
| BRIGHAM AND WOMEN'S HOSPITAL - STEPPING STRONG BOSTON, MA | GENERAL PURPOSE | $5,000 |
| CATO INSTITUTE WASHINGTON DC, DC | GENERAL PURPOSE | $30,000 |
| CIRCLE THE CITY PHOENIX, AZ | GENERAL PURPOSE | $10,000 |
| COMMUNITY CAPITAL ELMSFORD, NY | GENERAL PURPOSE | $250 |
| FIDELITY CHARITABLE GIFT FUND CINCINNATI, OH | GENERAL PURPOSE | $950,000 |
| FOUNDATION FOR INDIVIDUAL RIGHTS AND EXPRESSION PHILADELPHIA, PA | GENERAL PURPOSE | $5,000 |
| FRIENDS OF THE SCARSDALE LIBRARY SCARSDALE, NY | SUPPORT THE EXPANSION OF THE FRIENDS OF SCARSDALE LIBRARY | $50,000 |
Leadership & Key People
Leadership team and compensation from IRS filings
- Andrew Feldstein - Director, President, Chief Information Officer
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ANDREW FELDSTEIN | DIRECTOR - CO-PRESIDENT - | 2 | — |
| JANE VERON | CO-PRESIDENT - TREASURER - | 2 | — |
| RICHARD VERON | DIRECTOR | 2 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What does Forward Vision fund?
Forward Vision's grantmaking priorities center on: • Training and mobilizing professionals to work with small businesses in need • Education • Philanthropy, voluntarism, and grantmaking • Human services and nonprofit support • Community and civic engagement • Local government initiatives
How do I apply for a grant from Forward Vision?
**Grant Activity:** Forward Vision made 16 grants in 2024, with total giving of $1,306,450. The foundation distributed $346,600 across multiple grantees in its most recent documented grant cycle. **Grant Size Range:** Typical awards range from $100 to $950,000. **Recent Grantees (2024):** • Tanzanian Childrens Fund ($125,000 - General Purpose) • The Acceleration Project ($50,000 - Support Mentoring for Small Business Owners) • Friends of the Scarsdale Library ($50,000 - Support the Expansion of…
Where does Forward Vision make grants?
Forward Vision's grantmaking priorities are concentrated in: • New York • Massachusetts • Connecticut
What size grants does Forward Vision award?
In 2024, Forward Vision awarded 33 grants totaling $1.3M — an average of about $40K per grant, based on its IRS Form 990 filings.
How much is Forward Vision required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Forward Vision reported a distributable amount of $952K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Forward Vision's EIN?
Forward Vision's EIN (Employer Identification Number) is 61-1699880. IRS Form 990 filing data is available on this page for 2020–2024.
Explore Open Grants
Browse active grant opportunities in Forward Vision's focus areas in our free grants database
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Data last updated June 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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