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· Private foundation

Stephen and Rosamund Forrest Family Foundation

Its FY2024 filing reports that it funds preselected organizations and did not take unsolicited requests; check the foundation's own site before ruling it out.

$215k
Granted FY2024still arriving
28
Grants FY2024still arriving
12
States reached
$100k
Largest
01What you fund
0168% classified

What you funded, over time

Every grant clustered by its grantee’s IRS cause code (NTEE), by year — across FY20172024.

Arts & Culture$459kEnvironment$369kInternational$37kHealth$30kScience & Tech$22kAnimals$13kHuman Services$13kPublic Safety & Disaster$10kCrime & Legal$6kOther$467k
02FY2024 · 28 grants

Where the money goes

Your grants by size, and where they go.

By grant size · FY2024

  • Under $10k25 grants · $39k
  • $10k–50k1 grant · $10k
  • $50k–250k2 grants · $166k
$1,500
Median grant
12
States reached
$4.0M
Total assets
Largest grants
RecipientAmount
SIERRA CLUB FOUNDATION$100,000
UNIVERSITY MUSICAL SOCIETY$66,000
AMERICAN SOCIETY FOR TECHNION- ISRAEL INSTITUTE OF$10,000
LYRIC OPERA OF CHICAGO$7,500
NATIONAL ACADEMY OF ENGINEERING FUND$3,000
MEDECINS SANS FRONTIERES USA INC$2,500
FOOD GATHERERS$2,000
AMERICAN ACADEMY OF ARTS AND SCIENCES$2,000
THE CONCORD COMMUNITY MUSIC SCHOOL$2,000
WILDLIFE CONSERVATION SOCIETY$2,000
PLANNED PARENTHOOD OF MICHIGAN$2,000
ENVIRONMENTAL DEFENSE FUND INCORPORATED$2,000
NATIONAL ACADEMY OF SCIENCES$1,500
HAZELDEN BETTY FORD FOUNDATION$1,500
COOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE I$1,000
02The need
03

Do your dollars go where the need is?

Each grant placed by the hardship in its grantee’s ZIP, then read against the area’s typical level.

show:

Your human-services grants (FY17–24, $13k) land where the poverty rate runs at 13%, against an area that typically sits at 11%. 76% of those dollars go to grantees based in above-average-need neighborhoods. Most of your grants land in higher-need ZIPs.

area typical 11%COMPASS FAMILY SERVICES: $2k → 10%COMPASS FAMILY SERVICES: $1k → 10%TRINITY RESTORATION INC: $3k → 14%TRINITY RESTORATION INC: $3k → 14%TRINITY RESTORATION INC: $2k → 14%TRINITY RESTORATION INC: $1k → 14%TRINITY RESTORATION INC: $750 → 14%TRINITY RESTORATION INC: $500 → 14%0%20%40%50%more need →
grant to an above-average-need area below average· circle size = grant amount

Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty linein the grantee’s ZIP, averaged from the tracts in that ZIP; grantee ZIP can differ from where services are delivered.

Which US states your grants reach

NH
MN
IL
MI
NY
MA
RI
CA
NE
MO
VA
MD
AR
DC
AL
GA
TX

US grants placed by each grantee’s ZIP, which can differ from where services are actually delivered. Need from public data — U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA — shown as context about the area, never attributed to your giving.

03Your edge
repeat funding

Who you back again

Which organizations you funded more than once, and which you funded a single time. Each grantee is matched to its own filings.

98%of every dollar goes to organizations you’ve funded before.
$1.4M · 35 repeat orgs$22k to everyone else

35 repeat relationships — 23 still active in FY2024, 12 since wound down; 3 grantees were first funded in FY2024 (too recent to call).

How the two cohorts compare

Re-uppedFunded once

Organizations

35
7

Total granted

$1.4M
$20k

Median revenue growth · since first grant

+34%
+43%

Still filing today

89%
86%

New vs renewed · share of each year

In FY2024, 99% of grant dollars renewed an existing relationship; $2k went to new ones.

50%100%’17’18’19’20’21’22’23’24
RenewedFirst-time

Where new relationships form · theme of each grantee’s first grant

’17’18’19’20’21’22’23’24
InternationalEnvironmentHealthArts & CultureHuman ServicesScience & TechOther

First-time = a grantee’s first year in your filing window; renewed = funded in an earlier year too. As a portfolio matures the renewed share naturally climbs — once funded, an org stays “renewable” — so the signal is the years that buck it (a new-grantee intake wave). The earliest year is left-censored: relationships that predate the data read as “new.” Theme is the grantee’s IRS cause.

Backed again, and grew

  • UM
    UNIVERSITY MUSICAL SOCIETY
    8× · 2017–2024 · $429k · revenue +93%
  • LO
    Lyric Opera of Chicago
    4× · 2020–2024 · $17k · revenue +34%
  • WC
    Wildlife Conservation Society
    5× · 2018–2024 · $13k · revenue +44%

Funded once

  • TA
    THE AMERICAN INDIA FOUNDATIONgraduated
    one grant, 2021 · $10k · revenue +68%
  • WORLD WILDLIFE FUND INCgraduated
    one grant, 2018 · $6k · revenue +43%
  • THE UNION OF CONCERNED SCIENTISTS INC
    one grant, 2022 · $2k · revenue -14%

Repeat = funded in two or more distinct years; growth and survival are read from each grantee’s own subsequent IRS filings.

04Your field

The map has a center of gravity: the average direction from the rest of the sector toward the organizations the foundation funds — the shape of its giving. Scoring every nonprofit along that direction surfaces the ones that look most like the portfolio. These are the closest matchesthat aren’t grantees — a resemblance in what they say they do, not a recommendation.

1
American Gas Association

American gas association's (the association) mission is to develop and advocate for informed, innovative, and durable policy that fulfills our nation's energy needs, environmental aspirations and economic potential. we are committed to…

2
American Association for the Advancement of Science

Advance science, engineering, and innovation throughout the world for the benefit of all. the world's largest multidisciplinary scientific society and a leading publisher of cutting-edge research through its science family of journals,…

Science & Tech
3
United States Naval Institute

Provide an independent forum for those who dare to read, think, speak, and write to advance the professional, literary, and scientific understanding of sea power and other issues critical to global security.

4
The Water Research Foundation

The purpose of the water research foundation (wrf) is a definitive research organization to advance the science of all things water to better meet the evolving needs of its subscribers and the water sector. to engage exclusively in…

Environment
5
National Association of Insurance and Financial Advisors

Empowering financial professionals and consumers through world-class advocacy and education.

6
Eastern National

Eastern national promotes the public's understanding and support of america's national parks and other public trust partners by providing quality educational experiences, products and services.

Recreation & Sports
7
American Flood Coalition Inc

To drive transformational adaptation to protect communities across the country from higher seas, stronger storms, and more frequent flooding.

Environment
8
Native Plant Trust Inc

The organization's mission is to conserve and promote new england's native plants to ensure healthy, biologically diverse landscapes.

Environment
9
National Association of Regulatory Utility Commissioners

Founded in 1889, the national association of regulatory utility commisioners (naruc) is a non-profit organization dedicated to representing the state public service commisions who regulate the utilities that provide essential services such…

10
National Association of Clean Water Agencies

Nacwa is the national voice of public clean water utilities, shaping water policy, convening a vibrant peer network, and empowering water leaders.

11
American Foreign Service Association

American foreign service association (afsa) is both the principal advocate for the long-term institutional wellbeing of the professional career foreign service and responsible for safeguarding the interest of afsa members. (continued on…

12
National Association of Corporate Directors

We empower directors and transform boards to be future ready.

Public Benefit

For reference, the grantee most central to the portfolio’s shape is Waterorg and the most unlike its peers is Wildlife Conservation Society. Resemblance is measured on each organization’s own IRS 990 mission text; it reflects how work is described, not its quality or impact.

For each theme you fund, this compares how the sector’s money is shifting with how your own giving is shifting.

← shrinkinggrowing →↓ leaning in → pulling backsteadyOrchestra and Ensemble Perf…Community FoundationsFood Banks and PantriesChristian Missionary Organi…Environmental Conservation …Pregnancy Support ServicesHealth Access Advocacy and …Child Abuse Advocacy Servic…Community Arts Centers
the sector your giving your giving is ahead of the sector the sector’s ahead of you· dot size = how much the theme matters to each side
Ordered by the change in your giving — leaning in on top, pulling back at the bottom. The bar between the two dots is how out of step you are with the sector. Hover any row for detail.

Sector change and giving change are each shown relative to their own range, growing (right) or shrinking (left); both normalized, so inflation isn’t mistaken for growth.

Your grantees are a median of 55 years old; the field is 17. You back the established end — and your money leans older still.

THE FIELDby orgYOUR GRANTEESby number20%0%<5yr13%0%5–10yr20%2%10–20yr15%21%20–35yr14%26%35–55yr18%50%55yr+
THE FIELDby orgYOUR MONEYby value20%0%<5yr13%0%5–10yr20%0%10–20yr15%3%20–35yr14%4%35–55yr18%94%55yr+

The field is 20% startups (under 5 years old) — 0% of your grantees by number, and just 0% of your money.

Closures · last 5 years

The orgs you fund almost never close 0.0% lost their exemption, against 12% of the field you don’t fund.

orgs you fund
0.0%0/42
the rest of the field
12%
6,511/53,814

Age = years since IRS exemption (a founding proxy). “Closed” = auto-revocation for 3 years of non-filing — a floor on closure, not proof, and bigger established orgs lapse least. Association, not causation.

04the grantee network

41 grantees tracked through their own filings, 2017–2025.

Each one resolved to its own IRS returns and tracked year by year — your grant beside their revenue from every source. Association, dated; never a causal claim.

Counted here: distinct organizations you funded across 20172025, not grant rows in a single year — so this will not match the grant count on the cover. 41 of the 48 grantees resolved in that span have returns of their own we could reconcile; the rest are funded organizations whose filings we could not track year by year.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
41/41
Grantees still filing
33/41
Grew since you first funded

Where your money sits — by cause, then by grantee

UNIVERSITY MUSICAL SOCIETY — $429,333 · Arts & CultureUNIVERSITY MUSICAL SOCIETYLyric Opera of Chicago — $16,500 · Arts & Culture+2 more — $13,000 · Arts & CultureREGENTS OF THE UNIVERSITY OF MICHIGAN — $425,001 · OtherREGENTS OF THE UNIVERSITY OF MICHIGAN+18 more — $69,650 · Other+18 moreSIERRA CLUB FOUNDATION — $342,000 · EnvironmentSIERRA CLUB FOUNDATIONENVIRONMENTAL DEFENSE FUND INCORPORATED — $13,000 · Environment+6 more — $13,800 · EnvironmentAMERICAN SOCIETY FOR TECHNION ISRAEL INSTITUTE OF TECHNOLOGY INC — $10,000 · InternationalInternational Rescue Committee INC — $9,000 · InternationalHEIFER INTERNATIONAL FOUNDATION — $6,000 · InternationalAMERICAN ACADEMY IN ROME — $3,950 · InternationalMEDECINS SANS FRONTIERES USA INC — $3,000 · InternationalWATERORG — $2,500 · InternationalTHE UNION OF CONCERNED SCIENTISTS INC — $2,000 · International+2 more — $1,000 · InternationalHAZELDEN BETTY FORD FOUNDATION — $12,000 · HealthPLANNED PARENTHOOD OF MICHIGAN — $11,200 · HealthAMERICAN CANCER SOCIETY INC — $4,850 · HealthNEW HAMPSHIRE CHILDREN'S TRUST INC — $1,250 · Health+1 more — $1,000 · HealthNATIONAL ACADEMY OF ENGINEERING FUND — $11,000 · Science & TechNATIONAL ACADEMY OF SCIENCES — $10,500 · Science & TechWildlife Conservation Society — $13,000 · Animals
Arts & Culture$458,833Other$494,651Environment$368,800International$37,450Health$30,300Science & Tech$21,500Animals$13,000

Each org by its size and your share of it — top-left is where you’re load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ your share of their budgetUNIVERSITY MUSICAL SOCIETY — $429,333 over 8y, 1.0% of budgetSIERRA CLUB FOUNDATION — $342,000 over 7y, 0.1% of budgetLyric Opera of Chicago — $16,500 over 4y, 0.0% of budgetWildlife Conservation Society — $13,000 over 5y, 0.0% of budgetENVIRONMENTAL DEFENSE FUND INCORPORATED — $13,000 over 6y, 0.0% of budgetHAZELDEN BETTY FORD FOUNDATION — $12,000 over 7y, 0.0% of budgetPLANNED PARENTHOOD OF MICHIGAN — $11,200 over 6y, 0.0% of budgetNATIONAL ACADEMY OF ENGINEERING FUND — $11,000 over 4y, 0.0% of budgetCONCORD COMMUNITY MUSIC SCHOOL — $11,000 over 4y, 0.2% of budgetNATIONAL ACADEMY OF SCIENCES — $10,500 over 6y, 0.0% of budgetTHE AMERICAN INDIA FOUNDATION — $10,000 over 1y, 0.1% of budgetAMERICAN SOCIETY FOR TECHNION ISRAEL INSTITUTE OF TECHNOLOGY INC — $10,000 over 1y, 0.0% of budgetTrinity Restoration Inc — $9,500 over 6y, 0.6% of budgetInternational Rescue Committee INC — $9,000 over 3y, 0.0% of budgetFOOD GATHERERS — $7,000 over 4y, 0.0% of budgetHEIFER INTERNATIONAL FOUNDATION — $6,000 over 5y, 0.2% of budgetWORLD WILDLIFE FUND INC — $6,000 over 1y, 0.0% of budgetSOUTHERN POVERTY LAW CENTER INC — $5,500 over 5y, 0.0% of budgetAMERICAN CANCER SOCIETY INC — $4,850 over 6y, 0.0% of budgetNATIONAL PARK FOUNDATION — $4,700 over 6y, 0.0% of budgetAMERICAN ACADEMY IN ROME — $3,950 over 6y, 0.0% of budgetNew Hampshire Charitable Foundation — $3,700 over 2y, 0.0% of budgetCLEAN ENERGY NH — $3,000 over 2y, 0.2% of budgetAMERICAN ACADEMY OF ARTS & SCIENCES — $3,000 over 2y, 0.0% of budgetMEDECINS SANS FRONTIERES USA INC — $3,000 over 2y, 0.0% of budgetCOMPASS FAMILY SERVICES — $3,000 over 2y, 0.0% of budgetTHE ARCHITECTURAL LEAGUE OF NEW YORK — $2,500 over 4y, 0.0% of budgetWATERORG — $2,500 over 3y, 0.0% of budgetAS 220 — $2,000 over 4y, 0.0% of budgetTHE UNION OF CONCERNED SCIENTISTS INC — $2,000 over 1y, 0.0% of budgetCERES INC — $1,800 over 4y, 0.0% of budgetUS CLIMATE ACTION NETWORK — $1,500 over 4y, 0.0% of budgetNEW HAMPSHIRE CHILDREN'S TRUST INC — $1,250 over 5y, 0.1% of budgetRape Abuse & Incest National Network (RAINN) — $1,000 over 1y, 0.0% of budgetENVIRONMENTAL WORKING GROUP — $1,000 over 2y, 0.0% of budgetBOYS & GIRLS CLUBS OF CENTRAL AND NORTHERN NH INC — $1,000 over 2y, 0.0% of budgetCOURT APPOINTED SPECIAL ADVOCATES OF NEW HAMPSHIRE INC — $500 over 2y, 0.0% of budgetNATIONAL ARBOR DAY FOUNDATION — $500 over 1y, 0.0% of budgetDIRECT RELIEF — $500 over 1y, 0.0% of budgetCOOPERATIVE FOR ASSISTANCE AND RELIEF EVERYWHERE INC — $500 over 1y, 0.0% of budgetTHE NATURE CONSERVANCY — $500 over 1y, 0.0% of budget
Go grantee by grantee — a decade per org, and how each moved after you funded them

A decade per grantee — revenue shaded, your grants as bars, all rows on one timeline.

The grantmakers whose grantees overlap with yours far more than size alone predicts. Each orbits closer the stronger the alignment; the arcs between them show where they also fund each other. Here it reads as a tightly interlocked camp — most of these funders back each other's grantees too.

New Hampshire Charitable FoundationNH15.1× affinity5 shared granteesties to 11 of 11Hover any node to trace its alignments.Compare side by side →

Open a dossier: New Hampshire Charitable Foundation · Madelaine G Vonweber Trust Todd Fahey & William Tucker Co-Trustees · Eastern Bank Foundation · Fidelity Foundation · Raymond James Charitable Endowment Fund · American Endowment Foundation · Vanguard Charitable Endowment Program · American Online Giving Foundation Inc · National Philanthropic Trust · Donor Advised Charitable Giving Inc · Fidelity Investments Charitable Gift Fund · Amazonsmile Foundation

Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. A research starting point: overlap is association, not proof of shared intent.

Government reliance of your grantees

Every dot is one organization Stephen and Rosamund Forrest Family Foundation funds. Left–right is the share of its income from government; up–down is the share from you. Bigger dots raise more. Filter to federal or a single department — and drag the year to watch it move.

2024
202122232425
no gov · 10%0%1%3%5%your share of their income ↑0%19%38%56%75%share of the org’s income from governmentmedian 3%
  • American Academy of Arts & Sciences3% of income from government
  • Ceres Inc0% of income from government
no gov moneyreceives it· size = income
1get no government money at all
9report government grants on their 990 we could not trace to a source (not plotted)
0rely on government for over half their income
⤢ axis zoomed · 0–75%
typical government reliance, FY2025

Government income is each org’s traced federal awards (USASpending — grants and contracts) plus state payments (open checkbooks) as a share of its total revenue (IRS Form 990); the self-reported government-grant line (990 line 1e) is carried for cross-check: a grantee that reports government grants we could not trace to a source is left off the chart rather than shown as receiving none. An association, not a claim that your grant caused the public funding. Coverage is precision-first — a floor, not a census; state records exist for 9 states, so a grantee outside them shows no state figure (dimmed) rather than a false zero. Federal award amounts are obligations, which can span years, so a single-year share is indicative. 990 filings lag 12–24 months.

05Through Plinth

Warm introductions · Powered by PlinthPlus

How do I get to Stephen and Rosamund Forrest Family Foundation?

Find your warmest path to Stephen and Rosamund Forrest Family Foundation through trustees and officers whose names appear on both boards. Search for your organization and Plinth traces the shortest route it can evidence.

Each link is a name appearing on two organizations’ public IRS 990 filings, matched on that name and, where the filings support it, on location. A same-state match has geographic support, which is a second matching feature rather than confirmation that the two are one person; a cross-state one is the likeliest to be two people who share a name. Every hop shows its tier, low-confidence and distant paths are held back rather than guessed, and it is worth confirming the person before you use the introduction.

On method. Every financial figure here is read directly from IRS e-file XML — your own 990/990-PF and the multi-year returns of the 48 grantees we resolved across every year we hold, several hundred filings in all (a different count from the grant rows on the cover, which are one fiscal year)— each linked to its source. Grantee achievements and outcomes are each organization’s own program-service reporting (Form 990, Part III); we read these as association with sustained funding — the foundation is one of several forces — suppress low-confidence name matches rather than guess, and say so where a figure rests on a single grant or filing. Not everything on this page is a filed figure, and the difference matters. Filed is what you reported on your return. Official is another government record about an organization, such as a federal award or a charity register, joined by name where no shared identifier exists. Resolved is an identity we worked out where the filing named a recipient without an EIN, kept only above a measured confidence threshold. Computed is arithmetic over those, like themes, portfolio clusters and co-funder strength. Context is a statistic about a place rather than about an organization, which is what the need overlay is: it describes the area a grantee’s address sits in, not where its work lands. Inferred is drawn by a model from text, like the partnerships read out of public news and organization websites. Each is labeled where it appears. How we build these →

Generated from your IRS Form 990-PF e-file return for fiscal year 2024, released 2024. Filings run roughly 12–24 months behind; figures are dated accordingly.

Source object · view filing

More from the funding graph