Stephen & Karla Forgiel Charitable

WALTHAM, MA EIN: 46-4911066

Stephen & Karla Forgiel Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WALTHAM, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $624K in total assets. In 2024, it awarded 5 grants totaling $50K. Net investment income was $23K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$624K

-3.5% YoY

Annual Giving

$50K

+5.3% YoY

Grant Count

5

+0.0% YoY

Avg Grant Size

$10K

+5.3% YoY

About Stephen & Karla Forgiel Charitable

Based on IRS filings

Stephen & Karla Forgiel Charitable is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in WALTHAM, MA. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $624K in total assets. In 2024, it awarded 5 grants totaling $50K. Net investment income was $23K.

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

2states

Cities

BostonRockvilleSharonTauntonWorcester

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$17K$34K$51K$68K20202021202220232024
Metric202420232022
Total Assets$623,726$646,656$694,855
Revenue$10,093$46,928$62,092
Expenses$59,971$58,834$39,733
Qualifying Distributions$53,244$50,106$32,490
Net Investment Income$22,559$22,856$54,849
Distributable Amount$32,533$32,537$34,286

Giving Over Time

Total grant dollars and number of grants per year

$0$13K$25K$38K$50K1 grants20203 grants20213 grants20225 grants20235 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 5 recipients in 2024

Fisher House Foundation …$10KNAMI of Massachusetts$10KHomes For Our Troops Inc$10KProject New Hope Inc$10KMohawks Corp$10K

Grant Size Distribution

17 grants across all recorded years

17<$50K$50–100K$100–250K$250–500K$500K–1M$1–5M$5M+

Giving History

Grant recipients and amounts by year

No grants recorded for .

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

NameTitleHoursCompensation
William F Brooks EsqTrustee

Subject Areas

Focus areas based on grantmaking activity

Related Funders

Similar funders by location and focus area

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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