John and Alice Forester Charitable Trust

Private foundation · Grantmaker Greenville, DE EIN: 39-1741441

The John and Alice Forester Charitable Trust is a private foundation located in Greenville, Delaware. Its 2025 filing reports grants to organizations in Wisconsin, including arts, social-service, historical, and community organizations.

Key facts about John and Alice Forester Charitable Trust

In short: John and Alice Forester Charitable Trust gave $837K across 15 grants in 2025 (avg $56K), mostly in Wisconsin. 0% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.

EIN
39-1741441
Latest 990 filing
Form 990-PF, 2025
Annual giving (2025)
$837,294
Grants made (2025)
15
Average grant
$55,820
Median grant
$17,500
New grantees (estimate)
0% first-time grantees (0 of 14, 2025; small sample)
Total assets
$13,484,186
Primary geography
Wisconsin (100% of itemized 2025 grant dollars)

Data from IRS Form 990-PF, 2025; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).

Financial Overview

From 2025 IRS Form 990-PF · View filing

Total Assets

$13.5M

+2.4% YoY

Annual Giving

$837K

-11.4% YoY

Grant Count

15

+0.0% YoY

Avg Grant Size

$56K

-11.4% YoY

Under IRS private-foundation payout rules, John and Alice Forester Charitable Trust reported a distributable amount of $850K for 2025 — the minimum it must pay out in qualifying distributions.

Is John and Alice Forester Charitable Trust open to new grantees?

0%

first-time grantees, 2025

In 2025, 0 of 14 grantees (0%) were first-time recipients. With only 14 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. How we count

  • 100% of 2025 grantees were also funded in 2024. Method
  • Giving held roughly steady from 2022 to 2025 (+4%). Method
  • In 2025 it paid out 104% of its IRS minimum distribution (the 5% rule). Method

Estimate from itemized grant lists in IRS Form 990-PF filings (2021–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.

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

Mission & Focus Areas

No mission statement for the trust is provided. Its reported grants include support for the Leigh Yawkey Woodson Art Museum, the Salvation Army of Wausau, and the Marathon County Historical Society. The museum received grants for projects and its Birds in Art exhibit; the trust’s 2024 filing also describes a grant for building and technology upgrades. The 2024 filing describes grants to the Salvation Army and the Historical Society for general operations.

Other supported organizations include The Neighbors’ Place, whose mission is to provide food and basic necessities, connect people with services, and treat clients with dignity and respect; The Women’s Community, which provides specialized services to people affected by domestic violence, sexual assault, stalking, and human trafficking; and Mosaic of North Central Wisconsin, which works toward community empowerment and the elimination of racism. These are the grantees’ stated missions.

Grantmaking

In 2025, the trust reported 15 grants totaling $837,294. Grant amounts ranged from $8,500 to $546,360, with a median of $17,500. The largest grant was $546,360 to the Leigh Yawkey Woodson Art Museum for projects; the museum also received $46,359 for its Birds in Art exhibit. Other larger grants included $40,000 to The Neighbors’ Place for general operations, $38,000 to the Salvation Army of Wausau for general operations, and $30,000 to the Woodson YMCA Foundation for memberships for disadvantaged families. The Marathon County Historical Society received $25,000 for general operations.

The trust’s 2024 filing says it does not restrict giving to preselected organizations. How to apply: The filing lists Family Office Solutions LLC as the contact and states there are no requirements regarding information and materials and no restrictions on awards. Deadline: None.

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Geographic Focus

Where this funder awards grants

All reported 2025 grant dollars went to recipients in Wisconsin. The listed recipients include organizations in Wausau and Prairie du Chien.

Grant Distribution by State

1state

Share of 2025 grant dollars across all 15 itemized grants.

States

Cities

WausauWestonMadisonPrairie Du Chien

Giving Over Time

Total grant dollars and number of grants per year

$0$250K$500K$750K$1M15 grants2021 16 grants2022 15 grants2023 15 grants2024 15 grants2025

From 2021 to 2025, annual grant giving ranged from $714K (2021) to $945K (2024). In 2025 it made 15 grants totaling $837K.

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2025

Leigh Yawkey Woodson Art Museum Inc: $593K across 2 grantsLeigh Yawkey Woodson ArtMuseum Inc$593K · 2 grantsThe Neighbor's Place: $40KThe Neighbor's Place$40KSalvation Army of Wausau: $38KSalvation Army of Wausau$38KWoodson YMCA Foundation Inc: $30KWoodson YMCA Foundation Inc$30KMarathon County Historical Society: $25KMarathon County HistoricalSociety$25KFirst Universalist Unitarian Church: $20KFirst Universalist UnitarianChurch$20KThe Women's Community: $18KThe Women's Community$18KBadger Camp: $17KBadger Camp$17KMosaic of North Central Inc: $15KMosaic of North Central Inc$15KBig Brothers Big Sisters of Northcentral: $9KBig Brothers Big Sisters ofNorthcentral$9K

The largest 2025 recipient was Leigh Yawkey Woodson Art Museum Inc ($593K across 2 grants). Together the top 10 received $803K.

Grant Size Distribution

76 grants across all recorded years

65<$50K5$50–100K1$100–250K2$250–500K3$500K–1M$1–5M$5M+

The most common grant size was under $50K: 65 grants of 76 (86%).

Giving History

Grant recipients and amounts by year

RecipientPurposeAmount
Leigh Yawkey Woodson Art Museum Inc Wausau, WIProjects$546,360
Leigh Yawkey Woodson Art Museum Inc Wausau, WIBirds in Art Exhibit$46,359
The Neighbor's Place Wausau, WIGeneral Operations$40,000
Salvation Army of Wausau Wausau, WIGeneral Operations$38,000
Woodson YMCA Foundation Inc Wausau, WIMembership for Disadvantaged Families$30,000
Marathon County Historical Society Wausau, WIGeneral Operations$25,000
First Universalist Unitarian Church Wausau, WIGeneral Operations$20,000
The Women's Community Wausau, WIGeneral Operations$17,500
Badger Camp Prairie Du Chien, WIGeneral Operations$16,650
Mosaic of North Central Inc Wausau, WIGeneral Operations$14,925

Financial History

Multi-year comparison from IRS filings

Filing year Grant total Number of grants
2025 $837,294 15
2024 $945,197 15
2023 $901,019 15
Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$500K$1M$1.5M2021 2022 2023 2024 2025
Metric202520242023
Total Assets$13,484,186$13,164,565$13,236,118
Revenue$1,260,439$960,154$749,504
Expenses$940,818$1,031,707$976,333
Qualifying Distributions$881,128$985,319$936,451
Net Investment Income$1,216,604$920,031$714,072
Distributable Amount$849,677$789,871$912,034

Data update history

When this profile's IRS filing data changed on Grantable

  1. Updated Form 990-PF for fiscal year 2021 (received by the IRS November 30, 2021)
  2. Updated Form 990-PF for fiscal year 2022 (received by the IRS October 6, 2022)
  3. Updated Form 990-PF for fiscal year 2023 (received by the IRS November 13, 2023)
  4. Updated Form 990-PF for fiscal year 2024 (received by the IRS November 12, 2024)
  5. Updated Form 990-PF for fiscal year 2025 (received by the IRS November 11, 2025)
  6. IRS filings on file for fiscal years 2021–2025

Leadership & Key People

Leadership team and compensation from IRS filings

The 2025 filing lists Leigh H Tuckey, John M Forester, and John P Garniewski Jr as trustees.

John and Alice Forester Charitable Trust's 2025 filing lists 3 officers; none of the 3 officers listed in 2025 report compensation.

Officers on the 2025 filing

  • John M. Forester

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • John P. Garniewski Jr.

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

  • Leigh H. Tuckey

    Trustee

    On filings since 2021

    1 hr/week

    No compensation reported

Data from IRS Form 990 filings, 2021–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.

Contact

Application contact: Family Office Solutions Llc
Mailing address: 4001 Kennett Pike Suite 218 PO Box, 4079, Greenville, DE 19807
Phone: (302) 426-4910

Frequently asked questions about John and Alice Forester Charitable Trust

How much does John and Alice Forester Charitable Trust give each year?

John and Alice Forester Charitable Trust gave $837K across 15 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $945K across 15 grants.

What is John and Alice Forester Charitable Trust's typical grant size?

John and Alice Forester Charitable Trust's median grant in 2025 was $17,500, and its average grant was $55,820, across 15 grants on its 2025 IRS Form 990-PF.

Where does John and Alice Forester Charitable Trust give grants?

John and Alice Forester Charitable Trust gives mostly in Wisconsin: 100% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Wausau, WI (11 grants) and Weston, WI (2 grants).

Does John and Alice Forester Charitable Trust give general operating support?

Yes: 80% of John and Alice Forester Charitable Trust's 2025 grants with a stated purpose (12 of 15) were for general or operating support, per its 2025 IRS Form 990-PF.

Who are John and Alice Forester Charitable Trust's largest grantees?

John and Alice Forester Charitable Trust's largest 2025 grantees include Leigh Yawkey Woodson Art Museum Inc ($592,719 across 2 grants), The Neighbor's Place ($40,000) and Salvation Army of Wausau ($38,000), according to its 2025 IRS Form 990-PF. Together they received 80% of its itemized 2025 grant dollars.

How large is John and Alice Forester Charitable Trust?

John and Alice Forester Charitable Trust reported $13.5M in total assets on its 2025 IRS Form 990-PF. It paid out $881K in qualifying distributions that year, against a required minimum of $850K (roughly 5% of its investment assets).

What does John and Alice Forester Charitable Trust fund?

No mission statement for the trust is provided. Its reported grants include support for the Leigh Yawkey Woodson Art Museum, the Salvation Army of Wausau, and the Marathon County Historical Society. See mission & focus areas ↑

How do I apply for a grant from John and Alice Forester Charitable Trust?

John and Alice Forester Charitable Trust has no public application process in the sources Grantable reviewed. Contact the foundation directly before submitting a request.

What is John and Alice Forester Charitable Trust's EIN?

John and Alice Forester Charitable Trust's EIN (Employer Identification Number) is 39-1741441. IRS Form 990 filing data is available on this page for 2021–2025.

Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.

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