J M Forrest Charitable Trust
J M Forrest Charitable Trust is a private foundation focused on Health, based in Dallas, TX. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $1.4M in total assets. In 2025, it awarded 2 grants totaling $17K. Net investment income was $130K.
J M Forrest Charitable Trust at a glance
In short: J M Forrest Charitable Trust gave $17K across 2 grants in 2025 (avg $8K), mostly in Missouri. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $16,555
- -83.9% vs 2024
- Grants made (2025)
- 2
- -33.3% vs 2024
- Average grant
- $8,278
- -75.9% vs 2024
- Median grant
- $8,278
- Total assets
- $1,426,895
- +7.7% vs 2024
- Primary geography
- Missouri (100% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026.
Who J M Forrest Charitable Trust funds
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2025
The largest 2025 recipient was Truman Medical Center Charitable ($12K). Together the top 2 received $17K.
Grant Size Distribution
13 grants across all recorded years
The most common grant size was under $50K: 11 grants of 13 (85%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 2 itemized grants.
Cities
How J M Forrest Charitable Trust gives
- Giving fell 77% from 2022 to 2025. Method
- In 2025 it paid out 33% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $12K (2023) to $103K (2024). In 2025 it made 2 grants totaling $17K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Truman Medical Center Charitable Kansas City, MO | Unrestricted General | $12,000 |
| Ronald McDonald House Charities Kansas City, MO | Unrestricted General | $4,555 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $1,426,895 | $146,767 | $45,636 | $16,555 | 2 | $26,256 | $129,944 | $79,951 |
| 2024 | $1,325,409 | $140,995 | $128,987 | $103,081 | 3 | $112,426 | $123,541 | $76,348 |
| 2023 | $1,314,735 | $39,569 | $34,434 | $11,998 | 2 | $20,272 | $21,319 | $68,842 |
| 2022 | $1,310,106 | $-37,992 | $103,592 | $73,526 | 3 | $82,205 | $11,801 | $70,454 |
| 2021 | $1,451,528 | $296,484 | $92,774 | $65,276 | 3 | $75,007 | $278,506 | $78,474 |
| 2020 | $1,246,202 | $97,601 | $87,099 | $64,585 | 3 | — | $83,771 | $67,897 |
| 2019 | $1,235,870 | $71,085 | $73,231 | $50,935 | 4 | — | $61,504 | $65,250 |
Under IRS private-foundation payout rules, J M Forrest Charitable Trust reported a distributable amount of $80K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
J M Forrest Charitable Trust's only listed officer is Bank Of America, Trustee on every filing since 2021 (compensated).
Officers on the 2025 filing
Bank Of America
Trustee
On filings since 2021
1 hr/week
$23K (2021) → $23K (2025)
Former officers (2)
- Former: Meredith B. Hansford (2019–2021) — Co-Trustee
- Former: Bank Of America N A (2019–2020) — Trustee
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2025 IRS filing
The highest reported compensation on the 2025 filing was $23K, to Bank of America (Trustee).
Frequently asked questions about J M Forrest Charitable Trust
How much does J M Forrest Charitable Trust give each year?
J M Forrest Charitable Trust gave $17K across 2 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $103K across 3 grants.
How large is J M Forrest Charitable Trust?
J M Forrest Charitable Trust reported $1.4M in total assets on its 2025 IRS Form 990-PF. It paid out $26K in qualifying distributions that year, against a required minimum of $80K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What is J M Forrest Charitable Trust?
J M Forrest Charitable Trust is a private foundation focused on Health, based in Dallas, TX. It holds $1.4M in total assets as of 2025.
Where does J M Forrest Charitable Trust operate?
J M Forrest Charitable Trust has awarded grants in Kansas, Missouri.
What is J M Forrest Charitable Trust's EIN?
J M Forrest Charitable Trust's EIN (Employer Identification Number) is 43-6297830. IRS Form 990 filing data is available on this page for 2019–2025.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS April 9, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 8, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS March 22, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS April 11, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS April 16, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS March 27, 2025)
- Updated Form 990-PF for fiscal year 2025 (received by the IRS April 21, 2026)
- IRS filings on file for fiscal years 2019–2025
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