Funder DirectoryStephen and Rosamund Forrest Family
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Private foundation (trust)EIN 464284430Est. 2014-06

Stephen and Rosamund Forrest Family

Wilmington, DE 198091377

Total Assets

$4.0M

FY 2023

Annual Giving

$186K

FY 2023

Grants Made

25

FY 2023

Avg Grant

$7K

FY 2023

Grant Range

$250–$100K

Typical

Deadlines

Applications

Focus Areas

Community Improvement & Capacity Building

Financial Snapshot

2023 filing

Total Revenue

$431K

Total Expenses

$232K

Qualifying Distributions

$205K

Distributable Amount

$175K

Min. Investment Return

$180K

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

25 grants

Grant sizes from minimum $250 through median $2K to maximum $100K, 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

5 years

Giving over time from 2018 to 2023. Peak $213K in 2018. Hover bars for details.

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

Top Recipients

128 grants

UNIVERSITY MUSICAL SOCIETY
$275K
12 grants
SIERRA CLUB FOUNDATION
$233K
12 grants
REGENTS OF THE UNIVERSITY OF MICHIGAN
$142K
3 grants
WILDLIFE CONSERVATION SOCIETY
$11K
5 grants
AMERICAN INDIA FOUNDATION
$10K
1 grant
THE CONCORD COMMUNITY MUSIC SCHOOL
$9K
3 grants
ENVIRONMENTAL DEFENSE FUND INCORPORATED
$9K
4 grants
LYRIC OPERA OF CHICAGO
$9K
3 grants

Grant Size Distribution

128 grants

<$10K
116
grants
$10–50K
9
grants
$50–250K
3
grants
$250K–1M
$1–5M
$5M+

Geographic Focus

16 states

Michigan
$429K
53% of total
California
$235K
29% of total
District of Columbia
$35K
4% of total
New York
$29K
4% of total
New Hampshire
$18K
2% of total
Minnesota
$15K
2% of total
Rhode Island
$10K
1% of total
Illinois
$9K
1% of total
Maryland
$8K
1% of total
Alabama
$5K
1% of total

+6 more states

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