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Stephen and Rosamund Forrest Family Foundation at a glance

· 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 it fundsRead
02The needRead
03Its granteesRead
04Its fieldRead
05Through PlinthRead
01What it funds
0199% classified

What it funded, over time

Every grant placed by its stated purpose and the recipient’s mission, by year, FY2017 to 2024.

Arts & Culture$471kHealth$454kEnvironment$374kInternational$44kScience & Tech$34kAnimals$13kPublic Safety & Disaster$8kFood & Nutrition$7kOther$0
02FY2024 · 28 grants

Where the money goes

Grants by size, and the largest recipients.

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
ENVIRONMENTAL DEFENSE FUND INCORPORATED$2,000
PLANNED PARENTHOOD OF MICHIGAN$2,000
AMERICAN ACADEMY OF ARTS AND SCIENCES$2,000
FOOD GATHERERS$2,000
THE CONCORD COMMUNITY MUSIC SCHOOL$2,000
WILDLIFE CONSERVATION SOCIETY$2,000
HAZELDEN BETTY FORD FOUNDATION$1,500
NATIONAL ACADEMY OF SCIENCES$1,500
COMPASS FAMILY SERVICES$1,000
02The need
03

Does the money reach high-need areas?

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

show:

Its 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 its 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
How this is measured
Matched: human-services grants are those whose grantee’s IRS cause code is Human Services. Placed by people below the poverty line in the grantee’s ZIP, averaged from the tracts in that ZIP.

Which US states its grants reach

NH
MN
IL
MI
NY
MA
RI
CA
NE
MO
VA
MD
AR
DC
AL
GA
TX
How this is measured
US grants placed by each grantee’s ZIP, which can differ from where services are delivered. Need from public data (U.S. Census/ACS, CDC PLACES, Eviction Lab, USDA), shown as context about the area, never attributed to the funder’s giving.
03Its grantees
repeat funding

Who it funds again

Organizations funded in more than one year, against those funded once.

98%of every dollar goes to organizations it has 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

+28%
+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
How this is measured
First-time means a grantee’s first year in the filing window; renewed means funded in an earlier year too. The renewed share climbs naturally as a portfolio matures, so the signal is a year that bucks it (a wave of new grantees). 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%
How this is measured

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

04Its field

Closest unfunded matches

The nonprofits that most resemble its grantees but are not funded by it, scored along the direction from the rest of the field toward the portfolio. 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
How this is measured
The grantee most central to the portfolio’s shape is Waterorg; 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.
04the grantee network

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

Each grant beside the grantee’s revenue from every source, year by year.

How this is measured

Counted here: distinct organizations funded across 2017 to 2025, 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.

Each grantee is resolved to its own IRS returns. Association, dated; never a causal claim.

0
Load-bearing (≥25% of a budget)
4
Early backer (in before they grew)
41/41
Grantees still filing
34/41
Grew since first funded

Where the money sits, by cause and 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 grantee by its size and the funder’s share of it; top left is load-bearing

25%50%75%100%$1.0M$10M$100Mgrantee revenue →↑ funder's 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
Grantee by grantee: a decade per organization, before and after funding

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

Co-funders

Grantmakers whose grantees overlap with this funder’s far more than size alone predicts. Closer means stronger alignment; arcs show where they also fund each other. Here they form a tightly interlocked group: most of these funders back each other's grantees too.

New Hampshire Charita…Madelaine G Vonweber …Eastern Bank Foundati…Fidelity FoundationRaymond James Charita…American Endowment Fo…Vanguard Charitable E…American Online Givin…National Philanthropi…Donor Advised Charita…Fidelity Investments …Amazonsmile Foundation
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

How this is measured
Affinity is a Gamma-Poisson posterior co-funding rate, re-centered on the typical rate, so thin evidence shrinks toward no signal. Overlap is association, not proof of shared intent.

How much its grantees rely on government

Each dot is one organization Stephen and Rosamund Forrest Family Foundation funds: left to right is the share of its income from government, bottom to top the share from Stephen and Rosamund Forrest Family Foundation. Bigger dots raise more.

2024
’20’21’22’23’24’25
no gov · 10%0%1%3%5%funder's share of their income ↑0%19%38%56%75%share of the org’s income from government →median 3%
  • American Academy of Arts & Sciences: 3% of income from government
  • Ceres Inc: 0% 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, FY20–25
How this is measured
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 a grant caused the public funding. Coverage is precision-first, a floor rather than 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 to 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 from IRS e-file XML, the funder’s own 990/990-PF, and from the multi-year returns of the 48 grantees we resolved, each linked to its source. Grantee outcomes are each organization’s own program-service reporting (Form 990, Part III), read as association with funding, never as caused by it. Low-confidence name matches are suppressed rather than guessed. How we build these →

How this is measured
Each figure carries one of six labels. Filed is what the funder reported on its 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.

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

Source object · view filing

Play a game based on Stephen and Rosamund Forrest Family’s filings →

More from the funding graph

The unnamed billions
grants reported with no recipient in the public record
The regranting layer
51% of grant dollars land in the regranting layer
The DAF merry-go-round
$9.7B circulates between donor-advised funds
The endowment market
who holds foundation money, and what just moved
The camps
funders cluster by geography, not ideology
By state
where grant money is based, and what stays home