Nonprofit · EIN 61-1699880
FORWARD VISION
Tax-exempt · SARATOGA SPGS, NY 12866
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $2,152,775 | $1,423,731 | $729,044 | $22,686,620 | $0 | $22,686,620 |
| December 31, 2023 | 990-PF | $686,738 | $1,335,353 | -$648,615 | $21,943,957 | $0 | $21,943,957 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $640,218
- Interest
- $449,145
- Net gain from sales of assets
- $1,057,915
- Other income
- $5,497
Expenses
- Grants and similar amounts paid
- $1,306,450
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $1,326,897
- Excise tax on investment income
- $28,578
Balance sheet and other
- Total assets, start of year
- $21,943,957
- Total assets, end of year
- $22,686,620
- Total liabilities, end of year
- $0
- Net assets, end of year
- $22,686,620
- Fair market value of assets
- $23,502,883
- Qualifying distributions
- $1,326,897
- Net investment income
- $2,152,775
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 |
|---|---|---|---|
| ANDREW FELDSTEIN PO BOX 382, SCARSDALE, NY 10583 | DIRECTOR - CO-PRESIDENT - | 2 | $0 |
| JANE VERON PO BOX 382, SCARSDALE, NY 10583 | CO-PRESIDENT - TREASURER - | 2 | $0 |
| RICHARD VERON PO BOX 382, SCARSDALE, NY 10583 | DIRECTOR | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREW FELDSTEIN PO BOX 382, SCARSDALE, NY 10583 | DIRECTOR - CO-PRESIDENT - | 2 | $0 |
| JANE VERON PO BOX 382, SCARSDALE, NY 10583 | CO-PRESIDENT - TREASURER - | 2 | $0 |
| RICHARD VERON PO BOX 382, SCARSDALE, NY 10583 | DIRECTOR | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 471, SARATOGA SPGS, NY 12866-0471
- In care of
- % ANCHIN BLOCK & ANCHIN LLP
- Signed the 990-PF
- ANDREW FELDSTEIN, DIRECTOR - CO-PRESIDENT - CIO
- Phone
- (646) 414-6908
- Return prepared by
- DELOITTE TAX LLP
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
- 61-1699880
- 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
- 2013
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $22,686,620
- Income (IRS master file)
- $20,500,676
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $2,152,775 | $1,423,731 | $22,686,620 | XML |
| 990-PF | December 2023 | $686,738 | $1,335,353 | $21,943,957 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | 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 61-1699880).
Questions about FORWARD VISION
- What is the EIN of FORWARD VISION?
- The employer identification number (EIN) of FORWARD VISION is 61-1699880.
- Is FORWARD VISION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to FORWARD VISION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FORWARD VISION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FORWARD VISION 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 FORWARD VISION 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 FORWARD VISION?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does FORWARD VISION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $2,152,775, expenses of $1,423,731 and total assets of $22,686,620 at year end.
Other nonprofits in SARATOGA SPGS
- HAO FAMILY FOUNDATION EIN 47-3853918 · last filed 990-PF for 2024
- BINGLE FOUNDATION EIN 85-3658614 · last filed 990-PF for 2024
- FINK FAMILY FOUNDATION EIN 26-2421487 · last filed 990-PF for 2024
- SCOTT FOUNDATION EIN 46-5100762 · last filed 990-PF for 2025
- BARATTA FAMILY FOUNDATION EIN 83-0767499 · last filed 990-PF for 2025
- MARC AND JENNIFER LIPSCHULTZ FAMILY FOUNDATION EIN 45-2258060 · last filed 990-PF for 2025
- JMW FAMILY FOUNDATION EIN 39-4216099 · last filed 990-PF for 2025
- SANGER FAMILY FOUNDATION EIN 41-1859638 · last filed 990-PF for 2024
All nonprofits in SARATOGA SPGS · New York · Philanthropy, voluntarism and grantmaking foundations