Funder DirectoryHERMAN FORBES CHAR TR XXXXX1001
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Private foundation (trust)EIN 136814404Est. 2023-04

HERMAN FORBES CHAR TR XXXXX1001

CHICAGO, IL 60603

Accepts unsolicited proposals

Total Assets

$6.7M

FY 2024

Annual Giving

$376K

FY 2024

Grants Made

19

FY 2024

Avg Grant

$20K

FY 2024

Grant Range

$4K–$63K

Typical

Deadlines

Open / rolling

Applications

Focus Areas

Private Independent Foundations

Financial Snapshot

2024 filing

Total Revenue

$418K

Total Expenses

$498K

Qualifying Distributions

$436K

Distributable Amount

$331K

Min. Investment Return

$336K

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

19 grants

Grant sizes from minimum $4K through median $13K to maximum $63K, 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

6 years

Giving over time from 2018 to 2024. Peak $416K in 2020. Hover bars for details.

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

Top Recipients

135 grants

THE SHEFA SCHOOL
$275K
6 grants
TEMPLE BETH-EL
$238K
6 grants
SAR ACADEMY
$220K
6 grants
CONGREGATION KEHILATH JESHURUN
$185K
6 grants
GULF COAST JEWISH FAMILY & COMMUNITY SERVICES
$183K
4 grants
TAMPA BAY JOB-LINKS
$100K
5 grants
THE FLORIDA ORCHESTRA
$90K
4 grants
SHARSHERET
$80K
5 grants

Grant Size Distribution

135 grants

<$10K
82
grants
$10–50K
51
grants
$50–250K
2
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

6 states

New York
$978K
45% of total
Florida
$923K
43% of total
Pennsylvania
$98K
4% of total
New Jersey
$93K
4% of total
Massachusetts
$60K
3% of total
Michigan
$20K
1% of total

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HERMAN FORBES CHAR TR XXXXX1001 — Grants, Financials & Contact | Grantivo