The Forrest Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $500. Net investment income was $39K.
Financial Overview
From 2024 IRS Form 990-PF · View filing
Total Assets
$1.2M
+3.8% YoY
Annual Giving
$500
-99.5% YoY
Grant Count
1
-66.7% YoY
Avg Grant Size
$500
-98.5% YoY
About The Forrest Family Foundation
Based on IRS filings
The Forrest Family Foundation is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in CARLSBAD, NM. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.2M in total assets. In 2024, it awarded 1 grants totaling $500. Net investment income was $39K.
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 | $1,241,154 | $1,195,741 | $828,594 |
| Revenue | $63,040 | $481,185 | $65,728 |
| Expenses | $16,565 | $113,324 | $62,047 |
| Qualifying Distributions | $500 | $102,000 | $51,000 |
| Net Investment Income | $38,557 | $73,731 | $47,588 |
| Distributable Amount | $85,778 | $66,942 | $99,103 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 1 recipients in 2024
Grant Size Distribution
17 grants across all recorded years
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
| Name | Title | Hours | Compensation |
|---|---|---|---|
| ROBERT J FORREST | PRESIDENT | — | — |
| BARBARA J FORREST | SECRETARY | — | — |
Subject Areas
Focus areas based on grantmaking activity
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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