Forward Vision

SARATOGA SPRINGS, NY EIN: 61-1699880 Website

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

+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.

Research compiled by Grantable AI from public sources. Last updated April 2026.

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

Ohio $3.9M (61%)

Massachusetts $1.4M (21%)

New York $832K (13%)

District of Columbia $236K (4%)

Connecticut $51K (1%)

Arizona $10K (0%)

California $5K (0%)

Pennsylvania $5K (0%)

+3 more states

States

Arizona California Connecticut District of Columbia Massachusetts New York Ohio Pennsylvania Texas Virginia Vermont

Cities

ArlingtonAustinBostonBriarcliff ManorBrooklynCambridgeCincinnatiElmsfordGreenwichLos AngelesNeedhamNew HavenNew YorkNw WashingtonPhiladelphiaPhoenixPort ChesterSaratoga SpringsScarsdaleStratton

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

Revenue

Expenses

Qualifying Distributions

Net Investment Income

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

Philanthropy, Voluntarism & Grantmaking

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.