HERMAN FORBES CHAR TR XXXXX1001
Total Given 2019–2025
$1.8M
113 grants · $251K avg/year
based on 7 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$10K
typical small grants · $5K–$20K
grant size
79%
deep partner · 26/33 multi-year
repeat
$7.3M
Assets · 2022
33
Distinct recipients
Application Information
Accepts Unsolicited Proposals
Unknown
Contact Person
JP MORGAN CHASE BANK NA
Phone
8004962583
Deadlines
NONE
How to Apply
NO FORMAL APPLICATION
Restrictions
NONE
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2019 | $390K | $6.7M | $358K | 28 |
| 2020 | N/A | $6.1M | $429K | N/A |
| 2021 | $416K | $7.2M | $375K | 26 |
| 2022 | $192K | $7.3M | $312K | 18 |
| 2023 | $380K | $6.4M | $284K | 22 |
| 2025 | $376K | $6.7M | $418K | 19 |
Grant Size Distribution
Based on 113 grants on record
Minimum
$1K
25th Pctl
$5K
Median
$10K
Average
$16K
75th Pctl
$20K
Maximum
$62K
Geographic Distribution
Key Personnel
| Name | Title | Compensation |
|---|---|---|
| JPMORGAN CHASE BANK N A | TRUSTEE | $82K |
| JPMORGAN CHASE BANK NA | TRUSTEE | $82K |
| BENJAMIN A HERING ESQ | CO-TRUSTEE | $12K |
| JEFFREY W RICHMAN | CO-TRUSTEE | $9K |
| WILLIAM H FLEECE | CO-TRUSTEE | $5K |
| GERALD MOSS | CO-TRUSTEE | $2K |
Grants Awarded (113 total)
| Purpose | ||||
|---|---|---|---|---|
| GULF COAST JEWISH FAMILY & COMMUNITY SERVICES | CLEARWATER, FL | $62,500 | GENERAL | 2025 |
| TEMPLE BETH-EL | ST PETERSBURG, FL | $50,000 | GENERAL | 2021 |
| THE SHEFA SCHOOL | NEW YORK, NY | $50,000 | GENERAL | 2021 |
| THE SHEFA SCHOOL | New York, NY | $50,000 | GENERAL | 2019 |
| THE SHEFA SCHOOL | NEW YORK, NY | $50,000 | GENERAL | 2023 |
| TEMPLE BETH-EL | ST PETERSBURG, FL | $50,000 | GENERAL | 2023 |
| TEMPLE BETH-EL | ST PETERSBURG, FL | $50,000 | GENERAL | 2019 |
| THE SHEFA SCHOOL | NEW YORK, NY | $50,000 | GENERAL | 2025 |
| SAR ACADEMY | BRONX, NY | $45,000 | GENERAL | 2021 |
| TAMPA BAY JOB-LINKS | Tampa, FL | $45,000 | GENERAL | 2021 |
| SAR ACADEMY | BRONX, NY | $40,000 | GENERAL | 2025 |
| SAR ACADEMY | BRONX, NY | $40,000 | GENERAL | 2023 |
| GULF COAST JEWISH FAMILY & | CLEARWATER, FL | $40,000 | GENERAL | 2021 |
| GULF COAST JEWISH FAMILY & COMMUNITY SERVICES | CLEARWATER, FL | $40,000 | GENERAL | 2023 |
| CHABAD OF ST PETERSBURG | ST PETERSBURG, FL | $40,000 | GENERAL | 2025 |
| GULF COAST JEWISH FAMILY & | CLEARWATER, FL | $35,000 | GENERAL | 2019 |
| CONGREGATION KEHILATH JESHURUN | NEW YORK, NY | $35,000 | GENERAL | 2019 |
| SAR ACADEMY | BRONX, NY | $35,000 | GENERAL | 2019 |
| CONGREGATION KEHILATH JESHURUN | NEW YORK, NY | $33,000 | GENERAL | 2025 |
| CONGREGATION KEHILATH JESHURUN | NEW YORK, NY | $33,000 | GENERAL | 2023 |
| CONGREGATION KEHILATH JESHURUN | NEW YORK, NY | $33,000 | GENERAL | 2021 |
| THE FLORIDA ORCHESTRA | ST PETERSBURG, FL | $30,000 | GENERAL | 2019 |
| SHARSHERET | TEANECK, NJ | $25,000 | GENERAL | 2021 |
| THE FLORIDA ORCHESTRA | ST PETERSBURG, FL | $25,000 | GENERAL | 2023 |
| THE SHEFA SCHOOL | NEW YORK, NY | $25,000 | GENERAL | 2022 |