Robert Forney Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 1 grants totaling $14K. Net investment income was $22K.
Financial Overview
From 2025 IRS Form 990-PF · View filing
Total Assets
$274K
+2.2% YoY
Annual Giving
$14K
+14.5% YoY
Grant Count
1
+0.0% YoY
Avg Grant Size
$14K
+14.5% YoY
About Robert Forney Charitable Trust
Based on IRS filings
Robert Forney Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in DALLAS, TX. IRS filing data is available from 2021 through 2025. As of 2025, the organization holds $274K in total assets. In 2025, it awarded 1 grants totaling $14K. Net investment income was $22K.
Focus Areas
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Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2025 | 2024 | 2023 |
|---|---|---|---|
| Total Assets | $273,831 | $267,921 | $268,460 |
| Revenue | $26,456 | $9,568 | $-2,182 |
| Expenses | $20,418 | $18,054 | $16,902 |
| Qualifying Distributions | $16,614 | $14,639 | $12,393 |
| Net Investment Income | $22,485 | $5,381 | $2,759 |
| Distributable Amount | $16,210 | $15,216 | $14,213 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2025
Grant Size Distribution
5 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2025 IRS filing
From 2025 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA | TRUSTEE | 1 | $4,674 |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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