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Private foundation (trust)EIN 463086648Est. 2013-12

Forum Credit Union Foundation Inc

Fishers, IN 460379208

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Total Assets

$630K

FY 2023

Annual Giving

$165K

FY 2023

Grants Made

29

FY 2023

Avg Grant

$6K

FY 2023

Grant Range

$325–$40K

Typical

Deadlines

—

Applications

Programs & Activities

Program 1

$140K

Educational Scholarships - Educational scholarships were awarded to colleges and universities for 28 individuals.

Program 2

$25K

Educational Grants - Educational grants were awarded to 15 Indiana schools.

Focus Areas

Private Independent Foundations

Financial Snapshot

2023 filing

Total Revenue

$174K

Total Expenses

$165K

Qualifying Distributions

$165K

Distributable Amount

$29K

Min. Investment Return

$29K

Payout rate 100%Arc chart showing what share of IRS distributable amount was paid out as qualifying distributions in the latest filing.100%

Payout rate

Qualifying distributions as a share of distributable amount.

Grant Range

29 grants

Grant sizes from minimum $325 through median $5K to maximum $40K, shown on a logarithmic scale.

Logarithmic scale — typical grant portfolios span orders of magnitude, so distances are proportional to multiplicative change, not dollar gaps.

Giving Over Time

4 years

Giving over time from 2018 to 2023. Peak $165K in 2020. Hover bars for details.

Total dollars recorded per filing year. Scale adjusts to the foundation's range.

Top Recipients

115 grants

Indiana University
$180K
4 grants
Purdue University
$70K
4 grants
Ball State University
$65K
4 grants
Butler University
$30K
4 grants
IUPUI
$20K
1 grant
Taylor University
$15K
3 grants
Hanover College
$15K
3 grants
DePauw University
$10K
2 grants

Grant Size Distribution

115 grants

<$10K
104
grants
$10–50K
10
grants
$50–250K
1
grants
$250K–1M—
$1–5M—
$5M+—

Geographic Focus

9 states

Indiana
$545K
83% of total
Illinois
$25K
4% of total
Tennessee
$25K
4% of total
Missouri
$20K
3% of total
District of Columbia
$10K
2% of total
Florida
$10K
2% of total
Colorado
$10K
2% of total
Michigan
$5K
1% of total
North Carolina
$5K
1% of total

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