Nonprofit · EIN 46-4284430
STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION
Tax-exempt · WILMINGTON, DE 19809
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $720,399 | $272,886 | $447,513 | $3,973,558 | $0 | $3,973,558 |
| December 31, 2023 | 990-PF | $431,411 | $232,096 | $199,315 | $3,526,045 | $0 | $3,526,045 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $489,694
- Dividends
- $224,188
- Interest
- $32,523
- Net gain from sales of assets
- -$26,006
Expenses
- Grants and similar amounts paid
- $214,500
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $237,434
- Excise tax on investment income
- $9,210
Balance sheet and other
- Total assets, start of year
- $3,526,045
- Total assets, end of year
- $3,973,558
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,973,558
- Fair market value of assets
- $4,716,089
- Qualifying distributions
- $237,434
- Net investment income
- $689,799
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aaron Forrest Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| Jessica Forrest Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| Rosamund Forrest Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Sec, Dir | 4 | $0 |
| Stephen R Forrest Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres, Treas | 4 | $0 |
| Timothy Forrest Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
990-PF for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Aaron Forrest Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| Jessica Forrest Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
| Rosamund Forrest Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Sec, Dir | 4 | $0 |
| Stephen R Forrest Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir, Pres, Treas | 4 | $0 |
| Timothy Forrest Foundation Source 501 Silverside Rd, Wilmington, DE 198091377 | Dir | 1 | $0 |
Address and contacts
- Address (IRS master file)
- FOUNDATION SOURCE 501 SILVERSIDE RD, WILMINGTON, DE 19809-0000
- In care of
- % FOUNDATION SOURCE
- Signed the 990-PF
- rosamund forrest, secretary
- Phone
- (800) 839-1754
- Return prepared by
- Foundation Source
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 46-4284430
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Community improvement and capacity building (S50)
- Assets (IRS master file)
- $3,973,558
- Income (IRS master file)
- $2,230,457
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $720,399 | $272,886 | $3,973,558 | IRS |
| 990-PF | December 2023 | $431,411 | $232,096 | $3,526,045 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 46-4284430).
Questions about STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION
- What is the EIN of STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION?
- The employer identification number (EIN) of STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION is 46-4284430.
- Is STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2014.
- Are donations to STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does STEPHEN AND ROSAMUND FORREST FAMILY FOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $720,399, expenses of $272,886 and total assets of $3,973,558 at year end.
Other nonprofits in WILMINGTON
- THE LINUX FOUNDATION EIN 46-0503801 · last filed 990 for 2024
- RISC-V INTERNATIONAL ASSOCIATION VEREIN EIN 98-1550155 · last filed 990 for 2024
- DELAWARE INNOVATION SPACE INC EIN 82-0832288 · last filed 990 for 2025
- RIVERFRONT DEVELOPMENT CORPORATION OF DELAWARE EIN 51-0373101 · last filed 990 for 2025
- WILMINGTON NEIGHBORHOOD CONSERVANCY LAND BANK CORPORATION EIN 81-1773249 · last filed 990 for 2024
- LINUX FOUNDATION EUROPE EIN 98-1665203 · last filed 990 for 2024
- DELAWARE ALLIANCE FOR NONPROFIT ADVANCEMENT INC EIN 22-2792474 · last filed 990 for 2025
- DELAWARE PROSPERITY PARTNERSHIP INC EIN 82-2881997 · last filed 990 for 2025
All nonprofits in WILMINGTON · Delaware · Community improvement and capacity building