Stephen and Rosamund Forrest Family Foundation
Stephen and Rosamund Forrest Family is a private foundation based in Wilmington, Delaware. Its 2024 giving supported organizations working in areas including the environment, performing arts, engineering, humanitarian aid, food access, and wildlife conservation.
Stephen and Rosamund Forrest Family Foundation at a glance
In short: Stephen and Rosamund Forrest Family Foundation gave $215K across 28 grants in 2024 (avg $8K), top state California. 26% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $214,500
- +15.3% vs 2023
- Grants made (2024)
- 28
- +12.0% vs 2023
- Average grant
- $7,661
- +3.0% vs 2023
- Median grant
- $1,250
- Total assets
- $3,973,558
- +12.7% vs 2023
- New grantees (estimate)
- 26% first-time grantees (7 of 27, 2024)
- Primary geography
- California (48% of itemized 2024 grant dollars)
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated October 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Stephen and Rosamund Forrest Family Foundation
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds.
- Contact
Mailing address: Foundation Source 501 Silverside Rd, Wilmington, DE 19809-1377
Phone: (800) 839-1754
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Stephen and Rosamund Forrest Family Foundation funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was Sierra Club Foundation ($100K). Together the top 10 received $198K.
Grant Size Distribution
125 grants across all recorded years
The most common grant size was under $50K: 118 grants of 125 (94%).
Geographic Focus
Where this funder awards grants
In 2024, 48% of grant dollars went to recipients in California and 33% to recipients in Michigan. New York received 8%, while Illinois and the District of Columbia each received 3%.
Grant Distribution by State
Share of 2024 grant dollars across all 28 itemized grants.
States
Cities
Is Stephen and Rosamund Forrest Family Foundation open to new grantees?
26%
first-time grantees, 2024
In 2024, 7 of 27 grantees (26%) were first-time recipients. First grants averaged $2K; repeat grants $10K. How we count
Medians: $1K first-time, $2K repeat.
- 67% of 2024 grantees were also funded in 2023. Method
- Giving grew 54% from 2021 to 2024. Method
- In 2024 it paid out 111% of its IRS minimum distribution (the 5% rule). Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2020–2024). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2020 to 2024, annual grant giving ranged from $90K (2020) to $215K (2024). In 2024 it made 28 grants totaling $215K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Sierra Club Foundation Oakland, CA | to support Clean Energy for All Midwest program | $100,000 |
| University Musical Society Ann Arbor, MI | To support UMS programming | $66,000 |
| American Society for Technion- Israel Institute of New York, NY | For aid to Technion students | $10,000 |
| Lyric Opera of Chicago Chicago, IL | General & Unrestricted | $7,500 |
| National Academy of Engineering Fund Washington, DC | To support Section 7. | $3,000 |
| Medecins Sans Frontieres USA Inc New York, NY | General & Unrestricted | $2,500 |
| American Academy of Arts and Sciences Cambridge, MA | General & Unrestricted | $2,000 |
| Environmental Defense Fund Incorporated New York, NY | General & Unrestricted | $2,000 |
| Food Gatherers Ann Arbor, MI | General & Unrestricted | $2,000 |
| Planned Parenthood of Michigan Ann Arbor, MI | for medical treatment | $2,000 |
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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 |
|---|---|---|---|---|---|---|---|---|
| 2024 | $3,973,558 | $720,399 | $272,886 | $214,500 | 28 | $237,434 | $662,563 | $213,970 |
| 2023 | $3,526,045 | $431,411 | $232,096 | $186,000 | 25 | $205,237 | $385,125 | $174,535 |
| 2022 | $3,326,730 | $276,946 | $226,650 | $181,200 | 18 | $200,387 | $234,732 | $163,273 |
| 2021 | $3,276,434 | $791,410 | $183,987 | $139,500 | 29 | $158,287 | $663,978 | $170,111 |
| 2020 | $2,669,011 | $339,685 | $125,709 | $90,000 | 25 | — | $232,805 | $128,708 |
Under IRS private-foundation payout rules, Stephen and Rosamund Forrest Family Foundation reported a distributable amount of $214K for 2024 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its 2024 grants show support for a range of charitable organizations. For example, the Sierra Club Foundation describes its work as educating and empowering people to protect and improve the natural and human environment, while the Environmental Defense Fund says it works to preserve natural systems and address environmental problems. University Musical Society describes its mission as connecting audiences and artists through performing arts experiences; Lyric Opera of Chicago says it provides cultural service and advances opera. Other grantees describe work in engineering education and research, emergency medical aid, hunger relief in Washtenaw County, and wildlife conservation.
Grantmaking
In 2024, the foundation made 28 grants totaling $214,500. Grants ranged from $500 to $100,000, with a median of $1,250. The largest awards included $100,000 to the Sierra Club Foundation for its Clean Energy for All Midwest program and $66,000 to University Musical Society for programming. Other notable grants were $10,000 to the American Society for Technion–Israel Institute of Technology for aid to Technion students; $7,500 to Lyric Opera of Chicago for general and unrestricted support; and $3,000 to the National Academy of Engineering Fund to support Section 7.
Additional 2024 grants included $2,500 to Médecins Sans Frontières USA for general and unrestricted support, and $2,000 each to the American Academy of Arts and Sciences, Environmental Defense Fund, Food Gatherers, Planned Parenthood of Michigan, the Concord Community Music School, and the Wildlife Conservation Society. The listed purposes for these awards include general and unrestricted support, medical treatment, and hunger relief.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Aaron Forrest, Jessica Forrest, Rosamund Forrest, Stephen R. Forrest, and Timothy Forrest as directors. Rosamund Forrest is also listed as secretary, and Stephen R. Forrest as president and treasurer.
Stephen and Rosamund Forrest Family Foundation is led by Stephen R Forrest, Director, President & Treasurer on every filing since 2020; none of the 5 officers listed in 2024 report compensation.
Officers on the 2024 filing
Stephen R Forrest
Director, President & Treasurer
On filings since 2020
4 hrs/week
No compensation reported
Aaron Forrest
Director
On filings since 2020
1 hr/week
No compensation reported
Jessica Forrest
Director
On filings since 2020
1 hr/week
No compensation reported
Rosamund Forrest
Secretary & Director
On filings since 2020
4 hrs/week
No compensation reported
Timothy Forrest
Director
On filings since 2020
1 hr/week
No compensation reported
Data from IRS Form 990 filings, 2020–2024. "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 and Rosamund Forrest Family Foundation
How much does Stephen and Rosamund Forrest Family Foundation give each year?
Stephen and Rosamund Forrest Family Foundation gave $215K across 28 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $186K across 25 grants.
What is Stephen and Rosamund Forrest Family Foundation's typical grant size?
Stephen and Rosamund Forrest Family Foundation's median grant in 2024 was $1,250, and its average grant was $7,661, across 28 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from Stephen and Rosamund Forrest Family Foundation that year got $2K on average.
Where does Stephen and Rosamund Forrest Family Foundation give grants?
Stephen and Rosamund Forrest Family Foundation's top state is California, with 48% of the grant dollars itemized on its 2024 IRS Form 990-PF. The next largest states were Michigan (33%) and New York (8%). The most frequent recipient cities were New York, NY (5 grants), Washington, DC (5 grants), Ann Arbor, MI (3 grants) and Concord, NH (3 grants).
Does Stephen and Rosamund Forrest Family Foundation give general operating support?
Yes: 79% of Stephen and Rosamund Forrest Family Foundation's 2024 grants with a stated purpose (22 of 28) were for general or operating support, per its 2024 IRS Form 990-PF.
Who are Stephen and Rosamund Forrest Family Foundation's largest grantees?
Stephen and Rosamund Forrest Family Foundation's largest 2024 grantees include Sierra Club Foundation ($100,000), University Musical Society ($66,000) and American Society for Technion- Israel Institute of ($10,000), according to its 2024 IRS Form 990-PF. Together they received 82% of its itemized 2024 grant dollars.
How large is Stephen and Rosamund Forrest Family Foundation?
Stephen and Rosamund Forrest Family Foundation reported $4.0M in total assets on its 2024 IRS Form 990-PF. It paid out $237K in qualifying distributions that year, against a required minimum of $214K (roughly 5% of its investment assets).
What does Stephen and Rosamund Forrest Family Foundation fund?
No mission statement for the foundation is provided. Its 2024 grants show support for a range of charitable organizations. See mission & focus areas ↑
How do I apply for a grant from Stephen and Rosamund Forrest Family Foundation?
The foundation makes contributions only to preselected charitable organizations and does not accept unsolicited requests for funds. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Stephen and Rosamund Forrest Family Foundation's EIN?
Stephen and Rosamund Forrest Family Foundation's EIN (Employer Identification Number) is 46-4284430. IRS Form 990 filing data is available on this page for 2020–2024.
Does Stephen and Rosamund Forrest Family Foundation accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated October 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
Live grants for the work Stephen and Rosamund Forrest Family Foundation funds
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Cite this profile
Grantable. (2026). Stephen and Rosamund Forrest Family Foundation funder profile. GrantGraph. Retrieved October 22, 2026, from https://grantable.co/funders/stephen-and-rosamund-forrest-family-foundation-morg_e96dcdb94bf04705bd7012ab182e1360
BibTeX
@misc{grantable_464284430_2026,
author = {{Grantable}},
title = {{Stephen and Rosamund Forrest Family Foundation funder profile}},
howpublished = {GrantGraph},
year = {2026},
url = {https://grantable.co/funders/stephen-and-rosamund-forrest-family-foundation-morg_e96dcdb94bf04705bd7012ab182e1360},
note = {Accessed 2026-10-22. Data licensed CC BY 4.0}
}The figures on this page are open data under CC BY 4.0: reuse them with credit to Grantable and a link. Download the data.
Figures come from Stephen and Rosamund Forrest Family Foundation's IRS filings (methodology). AI-written summaries, news items and logos are not covered by the open licence. Spot an error? Email hello@grantable.co.
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