Stephen and Rosamund Forrest Family
Stephen and Rosamund Forrest Family is a private foundation focused on Community Improvement & Capacity Building, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 28 grants totaling $215K. Net investment income was $663K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$4.0M
+12.7% YoY
Annual Giving
$215K
+15.3% YoY
Grant Count
28
+12.0% YoY
Avg Grant Size
$8K
+3.0% YoY
Under IRS private-foundation payout rules, Stephen and Rosamund Forrest Family reported a distributable amount of $214K for 2024 — the minimum it must pay out in qualifying distributions.
About Stephen and Rosamund Forrest Family
Based on IRS filings
Stephen and Rosamund Forrest Family is a private foundation focused on Community Improvement & Capacity Building, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 28 grants totaling $215K. Net investment income was $663K.
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 | 2024 | 2023 | 2022 |
|---|---|---|---|
| Total Assets | $3,973,558 | $3,526,045 | $3,326,730 |
| Revenue | $720,399 | $431,411 | $276,946 |
| Expenses | $272,886 | $232,096 | $226,650 |
| Qualifying Distributions | $237,434 | $205,237 | $200,387 |
| Net Investment Income | $662,563 | $385,125 | $234,732 |
| Distributable Amount | $213,970 | $174,535 | $163,273 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
Grant Size Distribution
125 grants across all recorded years
Giving History
Grant recipients and amounts by year
Among its reported 2024 grants, the largest include Sierra Club Foundation ($100,000), University Musical Society ($66,000), American Society for Technion- Israel Institute of ($10,000).
| Recipient | Purpose | Amount |
|---|---|---|
| AMERICAN ACADEMY IN ROME NEW YORK, NY | General & Unrestricted | $500 |
| AMERICAN ACADEMY OF ARTS AND SCIENCES CAMBRIDGE, MA | General & Unrestricted | $2,000 |
| AMERICAN CANCER SOCIETY INC ATLANTA, GA | General & Unrestricted | $750 |
| AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF NEW YORK, NY | For aid to Technion students | $10,000 |
| ARCHITECTURAL LEAGUE OF NEW YORK NEW YORK, NY | General & Unrestricted | $500 |
| BOYS & GIRLS CLUB OF CENTRAL NEW HAMPSHIRE INC CONCORD, NH | General & Unrestricted | $500 |
| COMPASS FAMILY SERVICES SAN FRANCISCO, CA | General & Unrestricted | $1,000 |
| COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I MERRIFIELD, VA | General & Unrestricted | $1,000 |
| DIRECT RELIEF SANTA BARBARA, CA | General & Unrestricted | $500 |
| ENVIRONMENTAL DEFENSE FUND INCORPORATED NEW YORK, NY | General & Unrestricted | $2,000 |
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2024 IRS filing
From 2024 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| Aaron Forrest | Dir | 1 | — |
| Jessica Forrest | Dir | 1 | — |
| Rosamund Forrest | Sec, Dir | 4 | — |
| Stephen R Forrest | Dir, Pres, Treas | 4 | — |
| Timothy Forrest | Dir | 1 | — |
Subject Areas
Focus areas based on grantmaking activity
Frequently Asked Questions
What is Stephen and Rosamund Forrest Family?
Stephen and Rosamund Forrest Family is a private foundation focused on Community Improvement & Capacity Building, based in WILMINGTON, DE. It holds $4.0M in total assets as of 2024.
How large is Stephen and Rosamund Forrest Family?
As of 2024, Stephen and Rosamund Forrest Family holds $4.0M in total assets with $720K in annual revenue. It awarded 28 grants totaling $215K in 2024.
Where does Stephen and Rosamund Forrest Family operate?
Stephen and Rosamund Forrest Family has awarded grants in Alabama, Arkansas, California, District of Columbia, Georgia, Illinois, Massachusetts, Maryland, Michigan, Minnesota, Missouri, Nebraska, New Hampshire, New York, Rhode Island, Virginia.
What size grants does Stephen and Rosamund Forrest Family award?
In 2024, Stephen and Rosamund Forrest Family awarded 28 grants totaling $215K — an average of about $8K per grant, based on its IRS Form 990 filings.
How much is Stephen and Rosamund Forrest Family required to give away each year?
Private foundations must generally distribute about 5% of their assets annually. For 2024, Stephen and Rosamund Forrest Family reported a distributable amount of $214K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.
What is Stephen and Rosamund Forrest Family's EIN?
Stephen and Rosamund Forrest Family's EIN (Employer Identification Number) is 46-4284430. IRS Form 990 filing data is available on this page for 2020–2024.
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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