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Herman Forbes Charitable Trust is a private trust based in CHICAGO, IL. The foundation received its IRS ruling in 2023. The principal officer is Jpmorgan Chase Bank Na. It holds total assets of $5.1M. Annual income is reported at $728K. Total assets have decreased from $7.1M in 2011 to $5.4M in 2022. The foundation is governed by 1 officer or trustee. The foundation operates in the area of philanthropy & grantmaking. Tax records are available from 2019 to 2023. The foundation primarily funds organizations in Florida, New York and Pennsylvania. According to available records, Herman Forbes Charitable Trust has made 70 grants totaling $1.2M, with a median grant of $10K. Annual giving has grown from $416K in 2021 to $761K in 2023. Individual grants have ranged from $1K to $50K, with an average award of $17K. The foundation has supported 29 unique organizations. The foundation primarily supports organizations in Florida, New York, New Jersey, which account for 81% of all grants. Grantmaking reaches organizations across 6 states. Contributions to this foundation are tax-deductible.
Smallest Grant
$1K
Median Grant
$10K
Average Grant
$16K
Largest Grant
$50K
Based on 26 grants from the most recent 990-PF filing.
No program descriptions are available for this foundation. Many private foundations report program activities in their annual 990-PF filings — check the Tax Filings section below for the most recent filing.
Herman Forbes Charitable Trust primarily funds organizations in the area of philanthropy & grantmaking. Based on available records, the foundation has funded 70 grants. Its grantmaking reaches organizations primarily in FL, NY, NJ.
Herman Forbes Charitable Trust has distributed a total of $1.2M across 70 grants. The median grant size is $10K, with an average of $17K. Individual grants have ranged from $1K to $50K.
Herman Forbes Charitable Trust is a private foundation. To inquire about grants, you can look up the foundation using their EIN (136814404) on GuideStar or contact them directly. Many private foundations have specific application processes that may not be publicly listed.
Herman Forbes Charitable Trust is headquartered in CHICAGO, IL. While based in IL, the foundation distributes grants to organizations across 6 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Benjamin A Hering Esq | CO-TRUSTEE | $8K | $0 | $8K |
Total Giving
$481K
Total Assets
$5.4M
Fair Market Value
$6.4M
Net Worth
$5.4M
Grants Paid
$381K
Contributions
N/A
Net Investment Income
$232K
Distribution Amount
$311K
Total: $4.8M
Total Grants
70
Total Giving
$1.2M
Average Grant
$17K
Median Grant
$10K
Unique Recipients
29
Most Common Grant
$10K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| The Shefa SchoolGENERAL | New York, NY | $50K | 2023 |
| Temple Beth-ElGENERAL | St Petersburg, FL | $50K | 2023 |
| Gulf Coast Jewish Family & Community ServicesGENERAL | Clearwater, FL | $40K | 2023 |
| Sar AcademyGENERAL | Bronx, NY | $40K | 2023 |
| Congregation Kehilath JeshurunGENERAL | New York, NY | $33K | 2023 |
| The Florida OrchestraGENERAL | St Petersburg, FL | $25K | 2023 |
| Tampa Bay Job-LinksGENERAL | Tampa, FL | $20K | 2023 |
| SharsheretGENERAL | Teaneck, NJ | $15K | 2023 |
| The Hillel School Of Tampa IncGENERAL | Tampa, FL | $10K | 2023 |
| Jewish Family ServicesGENERAL | Tampa, FL | $10K | 2023 |
| The Ramaz SchoolGENERAL | New York, NY | $10K | 2023 |
| Temple EmunahGENERAL | Lexington, MA | $10K | 2023 |
| Solving Kids Cancer IncGENERAL | New York, NY | $10K | 2023 |
| The Jewish Theological SeminaryGENERAL | New York, NY | $10K | 2023 |
| John Bartram AssociationGENERAL | Philadelphia, PA | $9K | 2023 |
| Rebel VenturesGENERAL | Philadelphia, PA | $9K | 2023 |
| Chabad Of St PetersburgGENERAL | St Petersburg, FL | $8K | 2023 |
| DorotGENERAL | New York, NY | $5K | 2023 |
| Yeshiva UniversityGENERAL | New York, NY | $5K | 2023 |
| Jack M Barack Hebrew AcademyGENERAL | Bryn Mawr, PA | $5K | 2023 |
| Congregation Sons Of IsraelGENERAL | Briarcliff Manor, NY | $5K | 2023 |
| Camp Ramah In The BerkshiresGENERAL | Englewood, NJ | $3K | 2023 |
| Gulf Coast Jewish Family &GENERAL | Clearwater, FL | $40K | 2021 |