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The Step Forward Trust is a private trust based in BOISE, ID. The foundation received its IRS ruling in 2019. It holds total assets of $8.1M. Annual income is reported at $4.2M. Total assets have grown from $4M in 2019 to $7.5M in 2023. The foundation is governed by 4 officers and trustees. According to its most recent filing, the foundation only makes contributions to preselected charitable organizations. Tax records are available from 2018 to 2023. Grantmaking is concentrated in Idaho. According to available records, The Step Forward Trust has made 60 grants totaling $2.9M, with a median grant of $3K. Annual giving has grown from $205K in 2021 to $325K in 2023. Grantmaking activity was highest in 2022 with $2.4M distributed across 32 grants. Individual grants have ranged from $100 to $1.1M, with an average award of $49K. The foundation has supported 28 unique organizations. Grants have been distributed to organizations in Idaho and Illinois and Montana. Contributions to this foundation are tax-deductible.
Smallest Grant
$100
Median Grant
$1K
Average Grant
$12K
Largest Grant
$133K
Based on 17 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.
The Step Forward Trust is a private foundation that provides grants to eligible organizations. Based on available records, the foundation has funded 60 grants. Its grantmaking reaches organizations primarily in ID, IL, MT.
The Step Forward Trust has distributed a total of $2.9M across 60 grants. The median grant size is $3K, with an average of $49K. Individual grants have ranged from $100 to $1.1M.
The Step Forward Trust typically selects its grantees rather than accepting unsolicited proposals.
The Step Forward Trust is headquartered in BOISE, ID. While based in ID, the foundation distributes grants to organizations across 3 states.
| Name | Title | Compensation | Benefits | Total |
|---|---|---|---|---|
| Martha Chalfant | CO-TRUSTEE | $0 | $0 | N/A |
| James Chalfant | CO-TRUSTEE | $0 | $0 | N/A |
| John Chalfant | CO-TRUSTEE | $0 | $0 | N/A |
| Gayle Chalfant | CO-TRUSTEE | $0 | $0 | N/A |
Total Giving
$394K
Total Assets
$7.5M
Fair Market Value
$8.3M
Net Worth
$7.5M
Grants Paid
$325K
Contributions
N/A
Net Investment Income
$352K
Distribution Amount
$392K
Total: $6.1M
Total Grants
60
Total Giving
$2.9M
Average Grant
$49K
Median Grant
$3K
Unique Recipients
28
Most Common Grant
$1K
of 2023 grantees were first-time recipients
| Recipient | Location | Amount | Year |
|---|---|---|---|
| YmcaIMPROVING HEALTH AND WELL-BEIN | Chicago, IL | $252K | 2023 |
| Boise Rescue MissionHOMELSS SUPPORT | Boise, ID | $25K | 2023 |
| Terry Reilly Health ServicesHEALTH SERVICES | Nampa, ID | $10K | 2023 |
| Idaho FoodbankFEED, EDUCATE, & ADVOCATE IDAH | Boise, ID | $10K | 2023 |
| The Learning LabLITERACY EDUCATION | Boise, ID | $10K | 2023 |
| St Joseph'S Catholic SchoolEDUCATIONAL | Boise, ID | $10K | 2023 |
| Boise State UniversityEDUCATIONAL | Boise, ID | $5K | 2023 |
| Idaho Women'S Charitable FoundationDONOR-ADVISED FUND, COLLABORAT | Boise, ID | $1K | 2023 |
| Boise Public Schools Foundation - Morley Nelson Community SchoolEDUCATIONAL | Boise, ID | $1K | 2023 |
| Boys And Girls ClubLARRY CHETWOOD MEMORIAL | Garden City, ID | $1K | 2023 |
| Bishop Kelly High SchoolTUITION ASSISTANCE | Boise, ID | $1K | 2023 |
| Treasure Valley Family YmcaBUILDING FUND | Boise, ID | $1.1M | 2022 |
| Boise Rescue Mission MinistriesHOMELESS SUPPORT | Boise, ID | $28K | 2022 |
| Idaho Learning LabLITERACY EDUCATION | Boise, ID | $10K | 2022 |
| Bogus Basin Ski Education FoundatioEQUIPMENT & FACILITIES | Boise, ID | $5K | 2022 |
| Catch IdahoFURTHER OUTREACH OF THE HOMELESS | Boise, ID | $3K | 2022 |
| Idaho Womens Charitable FoundationWOMEN'S SERVICES | Boise, ID | $1K | 2022 |
| Feed The GapEND CHILD HUNGER | Boise, ID | $1K | 2022 |
| Idaho Diaper Bank WarehouseDIAPERS FOR FAMILIES IN NEED | Meridian, ID | $1K | 2022 |
| Immaculata Catholic MontessoriEDUCATION SUPPORT | Boise, ID | $500 | 2022 |
| Challenger School BoiseEDUCATION SUPPORT | Boise, ID | $500 | 2022 |
| Ronald Mcdonald HouseFAMILY SUPPORT FOR MEDICAL NEEDS | Boise, ID | $500 | 2022 |
| Boise Urban Garden SchoolGROW HEALTHY BODIES & INQUIRING MIND | Boise, ID | $500 | 2022 |
| Interfaith SanctuaryPROVIDE OVERNIGHT EMERGENCY SHELTER | Boise, ID | $15K | 2021 |