Forman Family Charitable Trust

Boston, MA
Tax-exempt since Sept. 1985
EIN: 05-6069697

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Donations to this organization are tax deductible.

Revenue

$74.5k (2025)

Expenses

$73.6k (2025)

Total Assets

$924k (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2011 to 2025

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2025

Revenue

$74,522

Expenses

$73,617

Net Income

$905

Net Assets

$923,744

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2	0.0%
Dividends	$32,956	44.2%
Sales of Assets	$41,353	55.5%
Other Income	$211	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,250	81.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$923,744
Total Liabilities	$0
Net Assets	$923,744

Compensation

Key Employees and Officers	Compensation	Other
Adam Chase (Trustee)	$0	$0
Roger Forman (Trustee)	$0	$0
Lisa Kantor (Trustee)	$0	$0

990-PF

Filed on Feb. 16, 2026

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2024

Revenue

$44,833

Expenses

$69,675

Net Income

-$24,842

Net Assets

$922,482

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$15	0.0%
Dividends	$33,660	75.1%
Sales of Assets	$11,027	24.6%
Other Income	$131	0.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,897	78.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$922,482
Total Liabilities	$0
Net Assets	$922,482

Compensation

Key Employees and Officers	Compensation	Other
Adam Chase (Trustee)	$0	$0
Roger Forman (Trustee)	$0	$0
Lisa Kantor (Trustee)	$0	$0

990-PF

Filed on Feb. 21, 2025

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2023

Revenue

$193,024

Expenses

$77,324

Net Income

$115,700

Net Assets

$946,983

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3	0.0%
Dividends	$29,197	15.1%
Sales of Assets	$163,824	84.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$65,982	85.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$946,983
Total Liabilities	$0
Net Assets	$946,983

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on April 3, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$19,740

Expenses

$79,971

Net Income

-$60,231

Net Assets

$831,283

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$5	0.0%
Dividends	$24,677	> 100%
Sales of Assets	-$4,942
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$66,482	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$831,283
Total Liabilities	$0
Net Assets	$831,283

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on May 15, 2023

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$77,343

Expenses

$67,348

Net Income

$9,995

Net Assets

$891,514

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$1,128	1.5%
Interest Revenue	$9	0.0%
Dividends	$23,483	30.4%
Sales of Assets	$52,723	68.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,764	81.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$891,514
Total Liabilities	$0
Net Assets	$891,514

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on May 13, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$13,721

Expenses

$66,397

Net Income

-$52,676

Net Assets

$881,669

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4	0.0%
Dividends	$26,005	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,155	81.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$881,670
Total Liabilities	$1
Net Assets	$881,669

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on May 13, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$66,475

Expenses

$73,892

Net Income

-$7,417

Net Assets

$934,345

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$51	0.1%
Dividends	$27,236	41.0%
Sales of Assets	$39,188	59.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$64,072	86.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$934,346
Total Liabilities	$1
Net Assets	$934,345

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on July 6, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$13,479

Expenses

$59,883

Net Income

-$46,404

Net Assets

$941,763

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$38	0.3%
Dividends	$27,374	> 100%
Sales of Assets	-$13,933
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$45,957	76.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$941,763
Total Liabilities	$0
Net Assets	$941,763

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on May 10, 2019

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$111,634

Expenses

$64,137

Net Income

$47,497

Net Assets

$988,167

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$9	0.0%
Dividends	$26,071	23.4%
Sales of Assets	$85,554	76.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$54,308	84.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$988,167
Total Liabilities	$0
Net Assets	$988,167

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on May 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$9,950

Expenses

$80,427

Net Income

-$70,477

Net Assets

$940,670

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$23	0.2%
Dividends	$22,762	> 100%
Sales of Assets	-$12,835
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$69,025	85.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$940,670
Total Liabilities	$0
Net Assets	$940,670

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on May 10, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2015

Revenue

$23,730

Expenses

$77,373

Net Income

-$53,643

Net Assets

$1,011,147

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.1%
Dividends	$22,688	95.6%
Sales of Assets	$1,018	4.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,787	77.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,011,147
Total Liabilities	$0
Net Assets	$1,011,147

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on June 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2014

Revenue

$78,334

Expenses

$60,683

Net Income

$17,651

Net Assets

$1,064,790

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.0%
Dividends	$51,624	65.9%
Sales of Assets	$26,546	33.9%
Other Income	$139	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,260	71.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,064,790
Total Liabilities	$0
Net Assets	$1,064,790

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on May 7, 2015

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2013

Revenue

$147,744

Expenses

$53,603

Net Income

$94,141

Net Assets

$1,047,139

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$96,077	65.0%
Interest Revenue	$6,898	4.7%
Dividends	$30,851	20.9%
Sales of Assets	$13,871	9.4%
Other Income	$47	0.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,015	70.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,047,139
Total Liabilities	$0
Net Assets	$1,047,139

Compensation

Key Employees and Officers	Compensation	Other
Roger Forman (Trustee)	$0	$0
Adam Chase (Trustee)	$0	$0
Audrey Robbins (Trustee)	$0	$0

990-PF

Filed on May 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$54,591

Expenses

$50,739

Net Income

$3,852

Net Assets

$952,997

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$11,485	21.0%
Dividends	$23,012	42.2%
Sales of Assets	$20,094	36.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$39,094	77.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$952,998
Total Liabilities	$1
Net Assets	$952,997

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$14,100

Expenses

$46,727

Net Income

-$32,627

Net Assets

$965,455

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$20,949	> 100%
Dividends	$15,580	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$37,069	79.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$965,455
Total Liabilities	$0
Net Assets	$965,455

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Updated March 23, 2026

Forman Family Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $74.5k (2025)

Expenses $73.6k (2025)

Total Assets $924k (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending Dec. 2025

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$74.5k (2025)

Expenses

$73.6k (2025)

Total Assets

$924k (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending Dec.
2025

Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

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2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

Fiscal Year Ending Dec.
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2008

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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