Stephen & Karla Forgiel
Stephen & Karla Forgiel is a private foundation, based in Waltham, MA. IRS filing data is available from 2019 through 2025. As of 2025, the organization holds $625K in total assets. In 2025, it awarded 8 grants totaling $71K. Net investment income was $20K.
Stephen & Karla Forgiel at a glance
In short: Stephen & Karla Forgiel gave $71K across 8 grants in 2025 (avg $9K), mostly in Massachusetts. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $71,000
- +42.0% vs 2024
- Grants made (2025)
- 8
- +60.0% vs 2024
- Average grant
- $8,875
- -11.3% vs 2024
- Median grant
- $10,000
- Total assets
- $625,485
- +0.3% vs 2024
- Primary geography
- Massachusetts (56% 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 Stephen & Karla Forgiel funds
How this funder distributes its grants
Top Recipients
Top 6 recipients in 2025
The largest 2025 recipient was Fisher House Foundation Inc ($30K across 3 grants). Together the top 6 received $71K.
Grant Size Distribution
24 grants across all recorded years
The most common grant size was under $50K: 24 grants of 24 (100%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Share of 2025 grant dollars across all 8 itemized grants.
Cities
How Stephen & Karla Forgiel gives
- Giving grew 137% from 2022 to 2025. Method
- In 2025 it paid out 226% of its IRS minimum distribution (the 5% rule). 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 $20K (2020) to $71K (2025). In 2025 it made 8 grants totaling $71K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Fisher House Foundation Inc Rockville, MD | Support Military Veterans | $10,000 |
| Fisher House Foundation Inc Rockville, MD | Support Military Veterans | $10,000 |
| Fisher House Foundation Inc Rockville, MD | Support Military Veterans | $10,000 |
| NAMI of Masschusetts Boston, MA | Mental Illness Services | $10,000 |
| Homes for Our Troops Inc Taunton, MA | Housing for Veterans | $10,000 |
| Project New Hope Inc Worcester, MA | Support Military Veterans | $10,000 |
| 22 Mohawks Corp Sharon, MA | Support Military Veterans | $10,000 |
| Swimming with a Mission Inc Bedford, NH | Support Military Veterans | $1,000 |
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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 | $625,485 | $29,873 | $82,309 | $71,000 | 8 | $71,000 | $19,709 | $31,406 |
| 2024 | $623,726 | $10,093 | $59,971 | $50,000 | 5 | $53,244 | $22,559 | $32,533 |
| 2023 | $646,656 | $46,928 | $58,834 | $47,500 | 5 | $50,106 | $22,856 | $32,537 |
| 2022 | $694,855 | $62,092 | $39,733 | $30,000 | 3 | $32,490 | $54,849 | $34,286 |
| 2021 | $681,897 | $38,118 | $48,155 | $36,973 | 3 | $40,719 | $30,682 | $38,698 |
| 2020 | $682,430 | $4,782 | $31,539 | $20,000 | 1 | — | $20,603 | $32,497 |
| 2019 | $700,951 | $44,057 | $49,083 | $37,500 | 3 | — | $32,926 | $37,132 |
Under IRS private-foundation payout rules, Stephen & Karla Forgiel reported a distributable amount of $31K for 2025 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Stephen & Karla Forgiel is led by William F Brooks Esq., Trustee on every filing since 2019 — the only officer listed, and uncompensated.
Officers on the 2025 filing
William F Brooks Esq.
Trustee
On filings since 2019
No compensation reported
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.
Frequently asked questions about Stephen & Karla Forgiel
How much does Stephen & Karla Forgiel give each year?
Stephen & Karla Forgiel gave $71K across 8 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $50K across 5 grants.
What is Stephen & Karla Forgiel's typical grant size?
Stephen & Karla Forgiel's median grant in 2025 was $10,000, and its average grant was $8,875, across 8 grants on its 2025 IRS Form 990-PF.
Where does Stephen & Karla Forgiel give grants?
Stephen & Karla Forgiel gives mostly in Massachusetts: 56% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Maryland (42%). The most frequent recipient cities were Rockville, MD (3 grants).
Does Stephen & Karla Forgiel give general operating support?
Not in 2025: none of the 8 grants with a stated purpose on Stephen & Karla Forgiel's 2025 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Support Military Veterans" (6 grants).
Who are Stephen & Karla Forgiel's largest grantees?
Stephen & Karla Forgiel's largest 2025 grantees include Fisher House Foundation Inc ($30,000 across 3 grants), NAMI of Masschusetts ($10,000) and Homes for Our Troops Inc ($10,000), according to its 2025 IRS Form 990-PF. Together they received 70% of its itemized 2025 grant dollars.
How large is Stephen & Karla Forgiel?
Stephen & Karla Forgiel reported $625K in total assets on its 2025 IRS Form 990-PF. It paid out $71K in qualifying distributions that year, against a required minimum of $31K (roughly 5% of its investment assets).
What is Stephen & Karla Forgiel's EIN?
Stephen & Karla Forgiel's EIN (Employer Identification Number) is 46-4911066. 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
(3)
When this profile's IRS filing data changed on Grantable
- Added Form 990-PF for fiscal year 2019 (received by the IRS June 22, 2020)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 14, 2026)
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Stephen & Karla Forgiel funds
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