Stephen and Rosamund Forrest Family

WILMINGTON, DE EIN: 46-4284430

Stephen and Rosamund Forrest Family is a private foundation focused on Community Improvement & Capacity Building, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 28 grants totaling $215K. Net investment income was $663K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$4.0M

+12.7% YoY

Annual Giving

$215K

+15.3% YoY

Grant Count

28

+12.0% YoY

Avg Grant Size

$8K

+3.0% YoY

About Stephen and Rosamund Forrest Family

Based on IRS filings

Stephen and Rosamund Forrest Family is a private foundation focused on Community Improvement & Capacity Building, based in WILMINGTON, DE. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $4.0M in total assets. In 2024, it awarded 28 grants totaling $215K. Net investment income was $663K.

Ready to take the next step with Stephen and Rosamund Forrest Family?

Geographic Focus

Where this funder awards grants

Grant Distribution by State

16states
+8 more states

Cities

Albert LeaAnn ArborArlingtonAtlantaBerkeleyBostonBronxCambridgeChicagoConcordHagerstownKansas CityLincolnLittle RockManchesterMerrifieldMontgomeryNew YorkOaklandProvidence

Financial History

Multi-year comparison from IRS filings

Revenue
Expenses
Qualifying Distributions
Net Investment Income
$0$218K$435K$653K$871K20202021202220232024
Metric202420232022
Total Assets$3,973,558$3,526,045$3,326,730
Revenue$720,399$431,411$276,946
Expenses$272,886$232,096$226,650
Qualifying Distributions$237,434$205,237$200,387
Net Investment Income$662,563$385,125$234,732
Distributable Amount$213,970$174,535$163,273

Giving Over Time

Total grant dollars and number of grants per year

$0$54K$107K$161K$215K25 grants202029 grants202118 grants202225 grants202328 grants2024

Grant Insights

How this funder distributes its grants

Top Recipients

Top 10 recipients in 2024

SIERRA CLUB FOUNDATION$100KUNIVERSITY MUSICAL SOCIETY$66KAMERICAN SOCIETY FOR TEC…$10KLYRIC OPERA OF CHICAGO$8KNATIONAL ACADEMY OF ENGI…$3KMEDECINS SANS FRONTIERES…$3KAMERICAN ACADEMY OF ARTS…$2KENVIRONMENTAL DEFENSE FU…$2KFOOD GATHERERS$2KPLANNED PARENTHOOD OF MI…$2K

Grant Size Distribution

125 grants across all recorded years

118<$50K5$50–100K2$100–250K$250–500K$500K–1M$1–5M$5M+

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

NameTitleHoursCompensation
Aaron ForrestDir1
Jessica ForrestDir1
Rosamund ForrestSec, Dir4
Stephen R ForrestDir, Pres, Treas4
Timothy ForrestDir1

Subject Areas

Focus areas based on grantmaking activity

Data last updated April 2026. Sourced from IRS Form 990-PF filings.

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