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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-2045009

THE FORMAN FOUNDATION

Tax-exempt · BIRMINGHAM, AL 35203

Financials

$85K$35K2023$49K$34K2024$37K$36K2025
Revenue Expenses · by fiscal year end
Financials of THE FORMAN FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$37,027$36,352$675$480,160$0$480,160
December 31, 2024990-PF$48,889$34,467$14,422$479,485$0$479,485
December 31, 2023990-PF$85,498$34,996$50,502$465,063$0$465,063
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$24,499
Net gain from sales of assets
$12,528

Expenses

Grants and similar amounts paid
$27,002
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$29,140
Excise tax on investment income
$447

Balance sheet and other

Total assets, start of year
$479,485
Total assets, end of year
$480,160
Total liabilities, end of year
$0
Net assets, end of year
$480,160
Fair market value of assets
$724,243
Qualifying distributions
$29,140
Net investment income
$37,027

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
J Ross Forman III
50 Village Place, Birmingham, AL 35213
Director0$0
Dalton Forman Blankenship
44 Country Club Road, Birmingham, AL 35213
Director0$0
Elizabeth Forman Norwook
4104 Shenandoah St, Dallas, TX 75205
Director0$0
990-PF for the year ended December 31, 2024: 3 people
NameTitleHours / weekCompensation
J Ross Forman III
50 Village Place, Birmingham, AL 35213
Director0$0
Dalton Forman Blankenship
44 Country Club Road, Birmingham, AL 35213
Director0$0
Elizabeth Forman Norwook
4104 Shenandoah St, Dallas, TX 75205
Director0$0
990-PF for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
J Ross Forman III
50 Village Place, Birmingham, AL 35213
Director0$0
Dalton Forman Blankenship
44 Country Club Road, Birmingham, AL 35213
Director0$0
Elizabeth Forman Norwook
4104 Shenandoah St, Dallas, TX 75205
Director0$0

Address and contacts

Address (IRS master file)
420 20TH ST N STE 3400, BIRMINGHAM, AL 35203-5210
In care of
% J ROSS FORMAN III
Signed the 990-PF
J Ross Forman, President
Phone
(205) 458-5270
Return prepared by
Jones & Kirkpatrick PC

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
58-2045009
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
1993
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$480,160
Income (IRS master file)
$57,589

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$37,027$36,352$480,160XML
990-PFDecember 2024$48,889$34,467$479,485XML
990-PFDecember 2023$85,498$34,996$465,063XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 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 58-2045009).

Questions about THE FORMAN FOUNDATION

What is the EIN of THE FORMAN FOUNDATION?
The employer identification number (EIN) of THE FORMAN FOUNDATION is 58-2045009.
Is THE FORMAN FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1993.
Are donations to THE FORMAN FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does THE FORMAN FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of THE FORMAN FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did THE FORMAN FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of THE FORMAN FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does THE FORMAN FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $37,027, expenses of $36,352 and total assets of $480,160 at year end.

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