The Forbes Kirkside Foundation Inc
The Forbes Kirkside Foundation Inc is a private foundation based in Westborough, Massachusetts. Its 2024 filing describes grants and payments made to or on behalf of individuals and families who are Westborough residents.
The Forbes Kirkside Foundation Inc at a glance
In short: The Forbes Kirkside Foundation Inc gave $36K across 16 grants in 2024 (avg $2K), mostly in Massachusetts. 80% of 2024 grantees were new. Source: 2024 IRS Form 990-PF.
- Annual giving (2024)
- $35,552
- -28.5% vs 2023
- Grants made (2024)
- 16
- -20.0% vs 2023
- Average grant
- $2,222
- -10.6% vs 2023
- Median grant
- $1,550
- Total assets
- $840,511
- +5.3% vs 2023
- New grantees (estimate)
- 80% first-time grantees (12 of 15, 2024; small sample)
- Primary geography
- Massachusetts (100% 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 The Forbes Kirkside Foundation Inc
- How to Apply
-
The filing lists Bruce Lopatin as the contact and proposals as the application materials. It states that there are no deadlines and that awards are restricted to Westborough, Massachusetts, residents. The foundation does not restrict giving to preselected organizations.
- Contact
Application contact: Bruce Lopatin
Mailing address: PO Box 855, Westborough, MA 01581
Phone: (508) 366-4195
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who The Forbes Kirkside Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2024
The largest 2024 recipient was 1000 and Under ($12K). Together the top 10 received $30K.
Grant Size Distribution
116 grants across all recorded years
The most common grant size was under $50K: 116 grants of 116 (100%).
Geographic Focus
Where this funder awards grants
The 2024 filing states that awards are restricted to Westborough, Massachusetts, residents. All reported 2024 grant dollars went to recipients in Massachusetts.
Grant Distribution by State
Share of 2024 grant dollars across all 16 itemized grants.
States
Cities
Is The Forbes Kirkside Foundation Inc open to new grantees?
80%
first-time grantees, 2024
In 2024, 12 of 15 grantees (80%) were first-time recipients. With only 15 grantees, that is a small sample: one grantee more or less moves the share by about 7 points. First grants averaged $2K; repeat grants $6K. How we count
Medians: $2K first-time, $4K repeat.
- 7% of 2024 grantees were also funded in 2023. Method
- Giving fell 33% from 2021 to 2024. Method
- In 2024 it paid out 110% 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 $36K (2024) to $60K (2022). In 2024 it made 16 grants totaling $36K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| 1000 and Under Westborough, MA | Financial Supportfinancial Support | $12,270 |
| Olga Mendez Westborough, MA | Financial Support | $2,350 |
| Marion Shenouda Westborough, MA | Financial Support | $2,098 |
| Deviana Ferreira Westborough, MA | Financial Support | $2,000 |
| Trevor Howard Westborough, MA | Financial Support | $1,822 |
| Trevor Howard Westborough, MA | Financial Support | $1,693 |
| Robert Perron Westborough, MA | Financial Support | $1,650 |
| Kelen Ferari Westborough, MA | Financial Support | $1,600 |
| Nathalia Aguilar Westborough, MA | Financial Support | $1,500 |
| Josiene Figueredo Westborough, MA | Financial Support | $1,500 |
Ready to take the next step with The Forbes Kirkside Foundation Inc?
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 | $840,511 | $37,894 | $53,230 | $35,552 | 16 | $43,838 | $25,702 | $39,998 |
| 2023 | $798,365 | $20,001 | $59,228 | $49,698 | 20 | $55,160 | $13,183 | $38,038 |
| 2022 | $753,749 | $44,399 | $69,485 | $59,826 | 30 | $66,620 | $41,034 | $41,284 |
| 2021 | $945,889 | $67,103 | $58,998 | $52,741 | 27 | $58,375 | $45,480 | $44,123 |
| 2020 | $870,049 | $37,694 | $55,596 | $47,490 | 23 | — | $36,571 | $42,240 |
Under IRS private-foundation payout rules, The Forbes Kirkside Foundation Inc reported a distributable amount of $40K 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 is provided. The foundation’s 2024 filing describes its direct charitable activity as grants and payments to or on behalf of Westborough-resident individuals and families.
Grantmaking
In 2024, the foundation reported 16 grants totaling $35,552. Grant amounts ranged from $1,000 to $12,270, with a median of $1,550. Listed recipients include 1000 AND UNDER ($12,270), Olga Mendez ($2,350), Marion Shenouda ($2,098), and Deviana Ferreira ($2,000); each was listed in Westborough, Massachusetts, and the stated purpose was financial support.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2024 filing lists Stephen Henry as president; Justin Lundberg as clerk and treasurer; Lynn Henry as vice president; and Stephanie Borgia-Lundberg as director.
The Forbes Kirkside Foundation Inc is led by Stephen Henry, President since 2024 (on filings since 2020); none of the 4 officers listed in 2024 report compensation.
Officers on the 2024 filing
Stephen Henry
President
Director → Vice President, 2022
Vice President → President, 2024
On filings since 2020
1 hr/week
No compensation reported
Stephanie Borgia-Lundberg
Director
On filings since 2022
1 hr/week
No compensation reported
Lynn Henry
Vice President
President → Vice President, 2024
On filings since 2020
1 hr/week
No compensation reported
Justin Lundberg
Clerk & Treasurer
On filings since 2022
1 hr/week
No compensation reported
Former officers (2)
- Former: Bruce Lopatin (2020–2021) — Treasurer
- Former: Rickey Lopatin (2020–2021) — Secretary
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 The Forbes Kirkside Foundation Inc
How much does The Forbes Kirkside Foundation Inc give each year?
The Forbes Kirkside Foundation Inc gave $36K across 16 grants in 2024, according to its 2024 IRS Form 990-PF. In 2023 it gave $50K across 20 grants.
What is The Forbes Kirkside Foundation Inc's typical grant size?
The Forbes Kirkside Foundation Inc's median grant in 2024 was $1,550, and its average grant was $2,222, across 16 grants on its 2024 IRS Form 990-PF. Organizations receiving their first grant from The Forbes Kirkside Foundation Inc that year got $2K on average.
Where does The Forbes Kirkside Foundation Inc give grants?
The Forbes Kirkside Foundation Inc gives mostly in Massachusetts: 100% of the grant dollars itemized on its 2024 IRS Form 990-PF went to recipients there. The most frequent recipient cities were Westborough, MA (16 grants).
Does The Forbes Kirkside Foundation Inc give general operating support?
Not in 2024: none of the 16 grants with a stated purpose on The Forbes Kirkside Foundation Inc's 2024 IRS Form 990-PF were described as general or operating support. Recurring purposes include "Financial Support" (14 grants).
Who are The Forbes Kirkside Foundation Inc's largest grantees?
The Forbes Kirkside Foundation Inc's largest 2024 grantees include 1000 and Under ($12,270), Trevor Howard ($3,515 across 2 grants) and Olga Mendez ($2,350), according to its 2024 IRS Form 990-PF. Together they received 51% of its itemized 2024 grant dollars.
How large is The Forbes Kirkside Foundation Inc?
The Forbes Kirkside Foundation Inc reported $841K in total assets on its 2024 IRS Form 990-PF. It paid out $44K in qualifying distributions that year, against a required minimum of $40K (roughly 5% of its investment assets).
What does The Forbes Kirkside Foundation Inc fund?
No mission statement is provided. The foundation’s 2024 filing describes its direct charitable activity as grants and payments to or on behalf of Westborough-resident individuals and families. See mission & focus areas ↑
How do I apply for a grant from The Forbes Kirkside Foundation Inc?
The filing lists Bruce Lopatin as the contact and proposals as the application materials. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is The Forbes Kirkside Foundation Inc's EIN?
The Forbes Kirkside Foundation Inc's EIN (Employer Identification Number) is 04-2311010. IRS Form 990 filing data is available on this page for 2020–2024.
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
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Figures come from The Forbes Kirkside Foundation Inc'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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