Stephen and Rosamund Forrest Family
EIN 464284430 Private Foundation
Possibly inactive.
Last 990-PF filing on record is from 2023
(3 years ago). Verify before investing time in an application.
Total Given 2016–2023
$1.1M
159 grants · $134K avg/year
based on 8 yrs of IRS 990-PF records on file
$100K+/yr
local funder
capacity
$2K
typical micro grants · $600–$3K
grant size
66%
deep partner · 31/47 multi-year
repeat
$4.0M
Assets (2023)
47
Distinct Recipients
Focus Areas
Application Information
Accepts Unsolicited Proposals
No. Preselected Only
Phone
(800) 839-1754
Financial Trends
Giving Over Time
Total Assets Over Time
View financial data as table
| Year | Total Giving | Total Assets | Revenue | Grants |
|---|---|---|---|---|
| 2016 | $56K | $1.5M | $544K | 16 |
| 2017 | $209K | $2.0M | $586K | 15 |
| 2018 | $213K | $2.1M | $594K | 31 |
| 2020 | $90K | $3.1M | $340K | 25 |
| 2021 | $140K | $3.9M | $791K | 29 |
| 2022 | $181K | $3.3M | $277K | 18 |
| 2023 | $186K | $4.0M | $431K | 25 |
Grant Size Distribution
Based on 159 grants on record
Minimum
$250
25th Pctl
$600
Median
$2K
Average
$7K
75th Pctl
$3K
Maximum
$100K
Geographic Distribution
Texas Counties Served
0.6% of US grants
· Rank #16 of 17 states
$5K across
1 grant
1 of 254 counties
Top 1 counties
- 1 Harris
Officers & Directors
Grants Awarded (159 total)
| Purpose | ||||
|---|---|---|---|---|
| Sierra Club Foundation | Oakland, CA | $100,000 | Clean Energy for All Midwest program | 2023 |
| University Musical Society | Ann Arbor, MI | $67,000 | To support UMS programming and/or initiatives WITH A FOCUS ON OPPORTUNITIES CENTERING AROUND THE ENVIRONMENT,... | 2022 |
| Regents of the University of Michigan | Ann Arbor, MI | $66,667 | The Forrest Family Endowed Scholarship Fund | 2017 |
| Regents of the University of Michigan | Ann Arbor, MI | $66,667 | The Forrest Family Endowed Scholarship Fund in the college of engineering | 2018 |
| Sierra Club Foundation | Oakland, CA | $50,000 | To support Clean Energy For All Midwest | 2022 |
| Sierra Club Foundation | Oakland, CA | $50,000 | To support Clean Energy For All Midwest program | 2021 |
| University Musical Society | Ann Arbor, MI | $50,000 | K-12 programming, UM student tickets, and sponsorship of ax, kavakos and ma performance | 2023 |
| Regents of the University of Michigan | Ann Arbor, MI | $41,667 | The Stephen and Rosamund Forrest Endowed Fund | 2017 |
| Regents of the University of Michigan | Ann Arbor, MI | $41,667 | the Stephen and Rosamund Forrest Endowed distinguished University Innovator Award Fund | 2018 |
| University Musical Society | Ann Arbor, MI | $35,000 | General & Unrestricted | 2022 |
| University Musical Society | Ann Arbor, MI | $35,000 | General & Unrestricted | 2020 |
| University Musical Society | Ann Arbor, MI | $35,000 | General & Unrestricted | 2021 |
| University Musical Society | Ann Arbor, MI | $33,333 | The Stephen and Rosamund Forrest Student Ticket Endowment Fund | 2016 |
| Regents of the University of Michigan | Ann Arbor, MI | $33,333 | The Forrest Family Endowed Scholarship Fund | 2017 |
| University Musical Society | Ann Arbor, MI | $33,333 | The Stephen and Rosamund Forrest Student Ticket Endowment Fund | 2017 |
| Regents of the University of Michigan | Ann Arbor, MI | $33,333 | The Forrest Family Endowed Scholarship Fund in the college of literature, science and the arts | 2018 |
| University Musical Society | Ann Arbor, MI | $25,000 | General & Unrestricted | 2017 |
| University Musical Society | Ann Arbor, MI | $25,000 | KCF President Advised Fund | 2018 |
| American India Foundation | New York, NY | $10,000 | For COVID-19 relief in India | 2021 |
| University Musical Society | Ann Arbor, MI | $8,000 | annual giving campaign | 2018 |
| University Musical Society | Ann Arbor, MI | $6,000 | For Annual Giving | 2021 |
| Sierra Club Foundation | Oakland, CA | $6,000 | General & Unrestricted | 2018 |
| Sierra Club Foundation | Oakland, CA | $5,250 | General & Unrestricted | 2020 |
| Environmental Defense Fund Incorporated | Washington, DC | $5,000 | General & Unrestricted | 2020 |
| Medecins Sans Frontieres Usa Inc - Doctors Without | Hagerstown, MD | $5,000 | General & Unrestricted | 2020 |
Looking for more funders like Stephen and Rosamund Forrest Family? Open the free Texas funder database and search 178,000+ foundations by state, type, and giving size.
Want to compare open opportunities instead? Open the free Texas grant database for active grants from federal, state, foundation, and corporate funders.