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
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
No grants recorded for .
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
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Similar funders by location and focus area
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Data last updated April 2026. Sourced from IRS Form 990-PF filings. Research dossier generated April 2026.
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