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Stephen And Rosamund Forrest Family Foundation

  • Wilmington, DE
  • Tax-exempt since June 2014
  • EIN: 46-4284430

Organization summary

Type of Nonprofit

Designated as a 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.

Category: Community Improvement, Capacity Building / Nonprofit Management (NTEE)

Donations to this organization are tax deductible.

Summary charts: organization finances over time

Revenue
$720k (2024)

Expenses
$273k (2024)

Total Assets
$3.97M (2024)

Total Liabilities
$0 (2024)

Source: Form 990 tax filings from 2013 to 2024

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.
2024

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$720,399
Expenses
$272,886
Net Income
$447,513
Net Assets
$3,973,558
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $489,694
68.0%
Interest Revenue $32,523
4.5%
Dividends $224,188
31.1%
Sales of Assets -$26,006
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $237,434
87.0%
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 $3,973,558
Total Liabilities $0
Net Assets $3,973,558
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Sec, Dir) $0 $0
Stephen R Forrest (Dir, Pres, Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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Document Links

990-PF
Filed on May 13, 2025

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

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$431,411
Expenses
$232,096
Net Income
$199,315
Net Assets
$3,526,045
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $303,676
70.4%
Interest Revenue $6,729
1.6%
Dividends $59,875
13.9%
Sales of Assets $61,131
14.2%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $205,237
88.4%
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 $3,526,045
Total Liabilities $0
Net Assets $3,526,045
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Sec, Dir) $0 $0
Stephen R Forrest (Dir, Pres, Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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Document Links

990-PF
Filed on April 11, 2024

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$276,946
Expenses
$226,650
Net Income
$50,296
Net Assets
$3,326,730
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $199,882
72.2%
Interest Revenue $505
0.2%
Dividends $33,472
12.1%
Sales of Assets $43,087
15.6%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $200,387
88.4%
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 $3,326,730
Total Liabilities $0
Net Assets $3,326,730
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Sec, Dir) $0 $0
Stephen R Forrest (Dir, Pres, Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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Document Links

990-PF
Filed on Oct. 31, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$791,410
Expenses
$183,987
Net Income
$607,423
Net Assets
$3,276,434
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $604,366
76.4%
Interest Revenue $149
0.0%
Dividends $30,574
3.9%
Sales of Assets $156,321
19.8%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $158,287
86.0%
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 $3,276,434
Total Liabilities $0
Net Assets $3,276,434
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Sec, Dir) $0 $0
Stephen R Forrest (Dir, Pres, Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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Document Links

990-PF
Filed on May 3, 2022

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

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$339,685
Expenses
$125,709
Net Income
$213,976
Net Assets
$2,669,010
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $279,638
82.3%
Interest Revenue $4,836
1.4%
Dividends $19,912
5.9%
Sales of Assets $35,299
10.4%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $105,072
83.6%
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 $2,669,011
Total Liabilities $1
Net Assets $2,669,010
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Sec, Dir) $0 $0
Stephen R Forrest (Dir, Pres, Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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Document Links

990-PF
Filed on Oct. 14, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$487,325
Expenses
$224,715
Net Income
$262,610
Net Assets
$2,455,034
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $384,853
79.0%
Interest Revenue $9,447
1.9%
Dividends $29,841
6.1%
Sales of Assets $63,184
13.0%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $205,958
91.7%
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 $2,455,035
Total Liabilities $1
Net Assets $2,455,034
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Sec, Dir) $0 $0
Stephen R Forrest (Dir, Pres, Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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Document Links

990-PF
Filed on April 17, 2020

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$594,053
Expenses
$239,502
Net Income
$354,551
Net Assets
$2,192,425
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $400,620
67.4%
Interest Revenue $1,299
0.2%
Dividends $28,764
4.8%
Sales of Assets $163,370
27.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $225,684
94.2%
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 $2,192,425
Total Liabilities $0
Net Assets $2,192,425
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Sec / Dir) $0 $0
Stephen R Forrest (Pres / Dir / Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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Document Links

990-PF
Filed on May 13, 2019

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$586,291
Expenses
$240,933
Net Income
$345,358
Net Assets
$1,837,874
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $494,761
84.4%
Interest Revenue $494
0.1%
Dividends $23,542
4.0%
Sales of Assets $67,494
11.5%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $219,831
91.2%
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 $1,837,874
Total Liabilities $0
Net Assets $1,837,874
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Sec, Dir) $0 $0
Stephen R Forrest (Dir, Pres, Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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Document Links

990-PF
Filed on May 11, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$544,336
Expenses
$73,615
Net Income
$470,721
Net Assets
$1,492,516
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $511,186
93.9%
Interest Revenue $306
0.1%
Dividends $11,408
2.1%
Sales of Assets $21,436
3.9%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $63,910
86.8%
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 $1,492,516
Total Liabilities $0
Net Assets $1,492,516
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Dir / Sec) $0 $0
Stephen R Forrest (Pres / Dir / Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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990-PF
Filed on April 28, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$442,569
Expenses
$160,792
Net Income
$281,777
Net Assets
$1,021,795
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $397,362
89.8%
Interest Revenue $75
0.0%
Dividends $6,433
1.5%
Sales of Assets $38,699
8.7%
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $157,977
98.2%
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 $1,021,795
Total Liabilities $0
Net Assets $1,021,795
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Dir / Sec) $0 $0
Stephen R Forrest (Pres / Dir / Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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990-PF
Filed on April 21, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$658,194
Expenses
$54,261
Net Income
$603,933
Net Assets
$740,018
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $363,250
55.2%
Interest Revenue $14
0.0%
Dividends $5,117
0.8%
Sales of Assets $289,794
44.0%
Other Income $19
0.0%
Notable Expenses Percent of Total Expenses
Charitable Disbursements $46,474
85.6%
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 $740,018
Total Liabilities $0
Net Assets $740,018
Compensation
Key Employees and Officers Compensation Other
Aaron Forrest (Dir) $0 $0
Jessica Forrest (Dir) $0 $0
Rosamund Forrest (Dir/Sec) $0 $0
Stephen R Forrest (Pres / Dir / Treas) $0 $0
Timothy Forrest (Dir) $0 $0
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990-PF
Filed on June 9, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF
Revenue
$404,338
Expenses
$0
Net Income
$404,338
Net Assets
$408,201
Notable Sources of Revenue Percent of Total Revenue
Contributions Received $404,338
100%
Interest Revenue $0
Dividends $0
Sales of Assets $0
Other Income $0
Notable Expenses Percent of Total Expenses
Charitable Disbursements $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 $408,201
Total Liabilities $0
Net Assets $408,201

Document Links

990-PF

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

PDF

About This Data

What Is This Data?

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

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E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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