Private foundation (trust)EIN 611699880Est. 2013-04

FORWARD VISION

SARATOGA SPRINGS, NY 12866

Total Assets

$23.5M

FY 2024

Annual Giving

$1.3M

FY 2024

Grants Made

33

FY 2024

Avg Grant

$40K

FY 2024

Grant Range

$100–$950K

Typical

Deadlines

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$2.2M

Total Expenses

$1.4M

Qualifying Distributions

$1.3M

Distributable Amount

$952K

Min. Investment Return

$981K

Undistributed Income

$935K

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

33 grants

Grant sizes from minimum $100 through median $5K to maximum $950K, 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 2020 to 2024. Peak $1.4M in 2020. Hover bars for details.

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

Top Recipients

71 grants

FIDELITY CHARITABLE GIFT FUND
$3.2M
4 grants
HARVARD LAW SCHOOL
$717K
4 grants
TANZANIAN CHILDREN'S FUND
$250K
2 grants
ROBIN HOOD FOUNDATION
$200K
1 grant
THE ACCELERATION PROJECT INC
$193K
4 grants
FRIENDS OF THE SCARSDALE LIBRARY
$100K
2 grants
THIRD WAY INSTITUTE
$100K
1 grant
HARVARD BUSINESS SCHOOL
$85K
3 grants

Grant Size Distribution

71 grants

<$10K
47
grants
$10–50K
9
grants
$50–250K
11
grants
$250K–1M
4
grants
$1–5M
$5M+

Geographic Focus

11 states

Ohio
$3.2M
61% of total
Massachusetts
$1.1M
21% of total
New York
$757K
14% of total
District of Columbia
$133K
3% of total
Connecticut
$41K
1% of total
Arizona
$10K
0% of total
California
$5K
0% of total
Texas
$5K
0% of total
Virginia
$5K
0% of total
Pennsylvania
$5K
0% of total

+1 more states

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