Forward Vision
Forward Vision is a private foundation based in Saratoga Springs, New York. Its 2024 filing reports 33 grants totaling $1,306,450. The listed grants support organizations working in areas including library programs and expansion, small-business support, healthcare for people experiencing homelessness, education, and public policy.
Forward Vision at a glance
In short: Forward Vision gave $1.3M across 33 grants in 2024 (avg $40K), mostly in Ohio. 82% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $1,306,450
- +0.5% vs 2023
- Grants made (2024)
- 33
- +200.0% vs 2023
- Average grant
- $39,589
- -66.5% vs 2023
- Median grant
- $5,000
- Total assets
- $22,686,620
- +3.4% vs 2023
- New grantees (estimate)
- 82% first-time grantees (27 of 33, 2024)
- Primary geography
- Ohio (73% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Forward Vision
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests.
- Contact
Mailing address: Co Rcm - C Morganstein PO Box 471, Saratoga Springs, NY 12866
Phone: (646) 414-6908
Website: https://vision-forward.org
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Forward Vision funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Fidelity Charitable Gift Fund ($950K). Together the top 10 received $1.3M.
Grant Size Distribution
81 grants across all recorded years
The most common grant size was under $50K: 58 grants of 81 (72%).
Geographic Focus
Where this funder awards grants
In 2024, grant dollars were distributed among recipients in multiple states. The largest shares went to Ohio (73%), New York (12%), Massachusetts (10%), and the District of Columbia (2%); Connecticut accounted for 1%.
Grant Distribution by State
Share of 2024 grant dollars across all 33 itemized grants.
States
Cities
Is Forward Vision open to new grantees?
82%
first-time grantees, 2024
In 2024, 27 of 33 grantees (82%) were first-time recipients. First grants averaged $4K; repeat grants $199K. How we count
Medians: $1K first-time, $50K repeat.
- 15% of 2024 grantees were also funded in 2023. Method
- Giving held roughly steady from 2021 to 2024 (+11%). Method
- In 2024 it paid out 139% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $1.2M (2021) to $1.4M (2020). In 2024 it made 33 grants totaling $1.3M.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fidelity Charitable Gift Fund Cincinnati, OH | General Purpose | $950,000 |
| Tanzanian Children's Fund Cambridge, MA | General Purpose | $125,000 |
| Friends of the Scarsdale Library Scarsdale, NY | Support the expansion of the friends of scarsdale library | $50,000 |
| The Acceleration Project Scarsdale, NY | Support Mentoring for Small Business Owners | $50,000 |
| Cato Institute Washington DC, DC | General Purpose | $30,000 |
| Circle the City Phoenix, AZ | General Purpose | $10,000 |
| Slifka Center for Jewish Life at Yale New Haven, CT | Support for Jewish College Students with Tuition | $10,000 |
| White Plains Hospital White Plains, NY | General Purpose | $10,000 |
| Women in Need Inc (Win) New York, NY | General Purpose | $10,000 |
| Scarsdale Foundation Saratoga Springs, NY | Support College Scholarships for Students in Need | $9,100 |
Ready to take the next step with Forward Vision?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $22,686,620 | $2,152,775 | $1,423,731 | $1,306,450 | 33 | $1,326,897 | $2,055,941 | $952,200 |
| 2023 | $21,943,957 | $686,738 | $1,335,353 | $1,299,674 | 11 | $1,317,644 | $820,243 | $1,327,809 |
| 2022 | $22,448,022 | $458,343 | $1,271,877 | $1,209,036 | 11 | $1,209,786 | $692,765 | $1,300,422 |
| 2021 | $23,443,506 | $1,656,575 | $1,260,493 | $1,180,981 | 10 | $1,199,726 | $1,755,634 | $1,227,781 |
| 2020 | $23,034,330 | $2,224,947 | $1,464,766 | $1,420,667 | 16 | — | $2,224,857 | $1,181,845 |
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 September 2026.
Mission & Focus Areas
No mission statement for Forward Vision is provided. Its 2024 grants went to a range of charitable and educational organizations. For example, Friends of the Scarsdale Library describes its work as supporting library programs and museum passes, as well as coordinating library renovation and expansion campaigns. The Acceleration Project says it supports under-resourced small businesses through customized assistance in strategy, operations, finance, and marketing. Circle the City describes its mission as delivering healthcare solutions for people facing homelessness in Maricopa County.
Other 2024 recipients include the Cato Institute, which describes its mission as advancing individual liberty, limited government, free markets, and peace; the Scarsdale Foundation, which supports charitable and educational programs benefiting the Scarsdale community; and the Women’s Bond Club of New York, which works to advance women’s leadership and support women in financial services.
Grantmaking
In filing year 2024, Forward Vision reported 33 grants totaling $1,306,450. Grant amounts ranged from $100 to $950,000, with a median grant of $5,000.
The largest listed awards included $950,000 to Fidelity Charitable Gift Fund for general purpose and $125,000 to Tanzanian Children’s Fund for general purpose. Other notable grants were $50,000 to Friends of the Scarsdale Library to support its expansion, $50,000 to The Acceleration Project to support mentoring for small-business owners, and $30,000 to the Cato Institute for general purpose.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Andrew Feldstein as director and co-president, Jane Veron as co-president and treasurer, and Richard Veron as director.
Forward Vision's 2024 filing lists 3 officers; none of the 3 officers listed in 2024 report compensation.
Officers on the 2024 filing
Andrew Feldstein
Director - Co-President -
On filings since 2020
2 hrs/week
No compensation reported
Richard Veron
Director
On filings since 2020
2 hrs/week
No compensation reported
Jane Veron
Co-President - Treasurer -
On filings since 2020
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Forward Vision
How much does Forward Vision give each year?
Forward Vision gave $1.3M across 33 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $1.3M across 11 grants.
What is Forward Vision's typical grant size?
Forward Vision's median grant in 2024 was $5,000, and its average grant was $39,589, across 33 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Forward Vision that year got $4K on average.
Where does Forward Vision give grants?
Forward Vision gives mostly in Ohio: 73% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The next largest states were New York (12%) and Massachusetts (10%). The most frequent recipient cities were Scarsdale, NY (7 grants), Saratoga Springs, NY (3 grants), New York, NY (2 grants) and Elmsford, NY (2 grants).
Does Forward Vision give general operating support?
Yes: 73% of Forward Vision's 2024 grants with a stated purpose (24 of 33) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Forward Vision's largest grantees?
Forward Vision's largest 2024 grantees include Fidelity Charitable Gift Fund ($950,000), Tanzanian Children's Fund ($125,000) and Friends of the Scarsdale Library ($50,000), according to its 2024 IRS Form 990-PF. Together they received 86% of its itemized 2024 grant dollars.
How large is Forward Vision?
Forward Vision reported $22.7M in total assets on its 2024 IRS Form 990-PF. It paid out $1.3M in qualifying distributions that year, against a required minimum of $952K (roughly 5% of its investment assets).
What does Forward Vision fund?
No mission statement for Forward Vision is provided. Its 2024 grants went to a range of charitable and educational organizations. See mission & focus areas ↑
How do I apply for a grant from Forward Vision?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
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.
Does Forward Vision accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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Cite this profile
Grantable. (2026). Forward Vision funder profile. GrantGraph. Retrieved October 12, 2026, from https://grantable.co/funders/forward-vision-morg_7352facc691a4fcc90e75f17f4ccfe36
BibTeX
@misc{grantable_611699880_2026,
author = {{Grantable}},
title = {{Forward Vision funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/forward-vision-morg_7352facc691a4fcc90e75f17f4ccfe36},
note = {Accessed 2026-10-12. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Forward Vision's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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