Herman Forbes Char Tr XXXXX1001
Herman Forbes Char Tr XXXXX1001 is a private foundation based in Chicago, Illinois. Its 2026 filing reports grants to organizations in several states, with the largest shares of grant dollars going to recipients in New York and Florida.
Herman Forbes Char Tr XXXXX1001 at a glance
In short: Herman Forbes Char Tr XXXXX1001 gave $382K across 19 grants in 2026 (avg $20K), top state New York. 0% of 2026 grantees were new. Source: 2026 IRS Form 990-PF.
- Annual giving (2026)
- $381,500
- +1.5% vs 2025
- Grants made (2026)
- 19
- +0.0% vs 2025
- Average grant
- $20,079
- +1.5% vs 2025
- Median grant
- $15,000
- Total assets
- $4,870,475
- -4.4% vs 2025
- New grantees (estimate)
- 0% first-time grantees (0 of 19, 2026; small sample)
- Primary geography
- New York (45% of itemized 2026 grant dollars)
- Latest 990 filing
- Form 990-PF, 2026 View filing
Data from IRS Form 990-PF, 2026; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Herman Forbes Char Tr XXXXX1001
- How to Apply
-
The foundation’s 2025 filing says it does not restrict giving to preselected organizations. It directs applicants to contact JP Morgan Chase Bank N.A. and use the application form and materials identified on the filing. The filing states there are no restrictions on awards.
- Contact
Application contact: Jp Morgan Chase Bank N A
Mailing address: 10 S Dearborn Il1-0111, Chicago, IL 60603
Phone: (800) 496-2583
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Herman Forbes Char Tr XXXXX1001 funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2026
The largest 2026 recipient was Gulf Coast Jewish Family & Community Services ($55K). Together the top 10 received $312K.
Grant Size Distribution
100 grants across all recorded years
The most common grant size was under $50K: 91 grants of 100 (91%).
Geographic Focus
Where this funder awards grants
In 2026, recipients in New York received 45% of grant dollars, and recipients in Florida received 40%. Pennsylvania accounted for 6%, Massachusetts 5%, and New Jersey 4%.
Grant Distribution by State
Share of 2026 grant dollars across all 19 itemized grants.
Cities
Is Herman Forbes Char Tr XXXXX1001 open to new grantees?
0%
first-time grantees, 2026
In 2026, 0 of 19 grantees (0%) were first-time recipients. With only 19 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. How we count
- 100% of 2026 grantees were also funded in 2025. Method
- Giving held roughly steady from 2023 to 2026 (+0%). Method
- In 2026 it paid out 125% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2026). 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 2021 to 2026, annual grant giving ranged from $193K (2022) to $416K (2024). In 2026 it made 19 grants totaling $382K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Gulf Coast Jewish Family & Community Services Clearwater, FL | General | $55,000 |
| The Shefa School New York, NY | General | $50,000 |
| Chabad of St Petersburg St Petersburg, FL | General | $45,000 |
| Sar Academy Bronx, NY | General | $40,000 |
| Congregation Kehilath Jeshurun New York, NY | General | $33,000 |
| Jewish Family Services Tampa, FL | General | $20,000 |
| Temple Emunah Lexington, MA | General | $20,000 |
| Temple Beth-El St Petersburg, FL | General | $17,500 |
| The Hillel School of Tampa Inc Tampa, FL | General | $16,000 |
| Sharsheret Teaneck, NJ | General | $15,000 |
Ready to take the next step with Herman Forbes Char Tr XXXXX1001?
Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2026 | $4,870,475 | $276,443 | $502,909 | $381,500 | 19 | $432,873 | $213,723 | $347,456 |
| 2025 | $5,096,943 | $417,898 | $497,918 | $376,000 | 19 | $436,376 | $358,394 | $330,838 |
| 2024 | $5,176,962 | $238,749 | $517,319 | $415,500 | 22 | $464,159 | $188,464 | $321,694 |
| 2023 | $5,445,548 | $284,371 | $480,592 | $380,500 | 22 | $425,907 | $232,410 | $310,899 |
| 2022 | $5,641,801 | $311,889 | $299,545 | $192,500 | 18 | $237,506 | $255,827 | $368,532 |
| 2021 | $5,628,179 | $375,000 | $520,640 | $415,500 | 26 | — | $312,913 | $370,584 |
Under IRS private-foundation payout rules, Herman Forbes Char Tr XXXXX1001 reported a distributable amount of $347K for 2026 — 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 the foundation is provided. Its listed 2026 grants show support for organizations with different missions. Sharsheret Inc says it provides support, education, financial assistance, and genetic counseling to people affected by or at increased genetic risk of breast or ovarian cancer. DOROT Inc says it works to alleviate social isolation and loneliness among older adults and helps them live independently.
Other 2026 recipients include Solving Kids’ Cancer Inc, which says it funds and advocates for clinical research into treatment strategies for children with high-risk solid and brain tumors, and Yeshiva University, which describes itself as providing education, training, research, and clinical programs.
Grantmaking
In 2026, the foundation reported 19 grants totaling $381,500. Grants ranged from $5,000 to $55,000, with a median grant of $15,000. The largest listed awards were $55,000 to Gulf Coast Jewish Family & Community Services, $50,000 to The Shefa School, $45,000 to Chabad of St Petersburg, and $40,000 to SAR Academy. Each was designated for general support. Other listed recipients include Congregation Kehilath Jeshurun ($33,000), Jewish Family Services in Tampa ($20,000), and Sharsheret Inc ($15,000).
Leadership & Key People
Leadership team and compensation from IRS filings
The 2026 filing lists Benjamin A. Hering, Esq. and Jeffrey W. Richman as co-trustees.
Herman Forbes Char Tr XXXXX1001's 2026 filing lists 2 officers; all 2 officers listed in 2026 are compensated.
Officers on the 2026 filing
Benjamin A. Hering Esq.
Co-Trustee
On filings since 2021
1 hr/week
$9K (2021) → $15K (2026)
Jeffrey W. Richman
Co-Trustee
On filings since 2025
1 hr/week
$9K (2025) → $15K (2026)
Former officers (2)
- Former: Jpmorgan Chase Bank N A (2021) — Trustee
- Former: William H. Fleece (2021) — Co-Trustee
Data from IRS Form 990 filings, 2021–2026. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2026 IRS filing
The highest reported compensation on the 2026 filing was $15K, to Benjamin a Hering ESQ (Co-Trustee). 2 officers or directors reported compensation on that filing.
Frequently asked questions about Herman Forbes Char Tr XXXXX1001
How much does Herman Forbes Char Tr XXXXX1001 give each year?
Herman Forbes Char Tr XXXXX1001 gave $382K across 19 grants in 2026, according to its 2026 IRS Form 990-PF. In 2025 it gave $376K across 19 grants.
What is Herman Forbes Char Tr XXXXX1001's typical grant size?
Herman Forbes Char Tr XXXXX1001's median grant in 2026 was $15,000, and its average grant was $20,079, across 19 grants on its 2026 IRS Form 990-PF.
Where does Herman Forbes Char Tr XXXXX1001 give grants?
Herman Forbes Char Tr XXXXX1001's top state is New York, with 45% of the grant dollars itemized on its 2026 IRS Form 990-PF. The next largest states were Florida (40%) and Pennsylvania (6%). The most frequent recipient cities were New York, NY (7 grants), St Petersburg, FL (2 grants), Tampa, FL (2 grants) and Philadelphia, PA (2 grants).
Does Herman Forbes Char Tr XXXXX1001 give general operating support?
Yes: 100% of Herman Forbes Char Tr XXXXX1001's 2026 grants with a stated purpose (19 of 19) were for general or operating support, per its 2026 IRS Form 990-PF.
Who are Herman Forbes Char Tr XXXXX1001's largest grantees?
Herman Forbes Char Tr XXXXX1001's largest 2026 grantees include Gulf Coast Jewish Family & Community Services ($55,000), The Shefa School ($50,000) and Chabad of St Petersburg ($45,000), according to its 2026 IRS Form 990-PF. Together they received 39% of its itemized 2026 grant dollars.
How large is Herman Forbes Char Tr XXXXX1001?
Herman Forbes Char Tr XXXXX1001 reported $4.9M in total assets on its 2026 IRS Form 990-PF. It paid out $433K in qualifying distributions that year, against a required minimum of $347K (roughly 5% of its investment assets).
What does Herman Forbes Char Tr XXXXX1001 fund?
No mission statement for the foundation is provided. Its listed 2026 grants show support for organizations with different missions. See mission & focus areas ↑
How do I apply for a grant from Herman Forbes Char Tr XXXXX1001?
The foundation’s 2025 filing says it does not restrict giving to preselected organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Herman Forbes Char Tr XXXXX1001's EIN?
Herman Forbes Char Tr XXXXX1001's EIN (Employer Identification Number) is 13-6814404. IRS Form 990 filing data is available on this page for 2021–2026.
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(2)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2026 (received by the IRS July 30, 2026)
- IRS filings on file for fiscal years 2021–2025
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Cite this profile
Grantable. (2026). Herman Forbes Char Tr XXXXX1001 funder profile. GrantGraph. Retrieved October 5, 2026, from https://grantable.co/funders/herman-forbes-char-tr-xxxxx1001-morg_e565636e25b644b0b0cb2b5b1942bc0d
BibTeX
@misc{grantable_136814404_2026,
author = {{Grantable}},
title = {{Herman Forbes Char Tr XXXXX1001 funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/herman-forbes-char-tr-xxxxx1001-morg_e565636e25b644b0b0cb2b5b1942bc0d},
note = {Accessed 2026-10-05. 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 Herman Forbes Char Tr XXXXX1001'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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