FORWARD VISION

SARATOGA SPRINGS, NY · EIN 611699880 · Form 990PF · FY2024 · NTEE T22 · Philanthropy & Grantmaking · Medium ($1M-$10M)

revenue

$2.2M

expenses

$117K

net assets

$22.7M

employees

—

profile · synthesized from sources

Forward Vision is a private foundation based in New York that makes grants to charitable organizations for general support and specific initiatives. It funds a diverse range of recipients, including educational institutions, health services, Jewish student life, and international development. The organization distributed over $1.2 million in grants during 2024.

named programs · 3 · from sources

What they call their work

General Grantmaking

Distributes funds to charitable organizations for general support, scholarships, mentoring, and educational and health services

Mentoring for Small Business Owners

Funds The Acceleration Project to support mentoring programs for small business owners

Support for Tanzanian Children

Provides funding to Tanzanian Children's Fund for purposes supporting children in Tanzania

activities · 8 groups

What they do

Financial Aid and Scholarship Access Programs 2 activities
- Funding Jewish student life and tuition assistance
  
  Supports the Slifka Center for Jewish Life at Yale with grants for tuition assistance for Jewish college students, promoting access to higher education within the Jewish community.
- Funding college scholarships for students in need
  
  Provides financial support to the Scarsdale Foundation to fund college scholarships, increasing access to higher education for economically disadvantaged students.
Donor-Advised Fund Grantmaking 2 activities
- Funding charitable organizations through donor-advised funds
  
  Funds the Fidelity Charitable Gift Fund for general charitable purposes, indicating support for a donor-advised fund that distributes grants to various charitable causes.
- Funding public policy research and advocacy
  
  Provides financial support to the Cato Institute and the Reason Foundation for general charitable purposes, indicating engagement in funding libertarian-oriented public policy research and advocacy.
Women's Rights and Empowerment Grants 2 activities
- Funding professional women's networks and charitable initiatives
  
  Supports The Women's Bond Club of New York Inc through grants for general charitable purposes, advancing professional development and philanthropy among women in finance.
- Funding services for women and families experiencing homelessness
  
  Provides grants to Women in Need Inc (WIN) for general charitable purposes, supporting programs that assist homeless women and families in New York.
Women Entrepreneurs Grant Programs 1 activity
- Funding entrepreneurship mentoring programs
  
  Supports The Acceleration Project by funding mentoring programs aimed at small business owners.
Hospital and Medical Center Support 1 activity
- Funding healthcare institutions
  
  Supports White Plains Hospital through grants for general operational purposes, contributing to healthcare delivery and institutional stability.
General Operating Support Grants 1 activity
- Funding homeless services and care coordination
  
  Grants to Circle the City for general charitable purposes, supporting services for individuals experiencing homelessness, including medical and social support.
Charitable Grantmaking to Specific Causes 1 activity
- Funding international children's welfare programs
  
  Provides grants to the Tanzanian Children's Fund to support general charitable purposes focused on children’s welfare in Tanzania.
Historic Preservation Support Grants 1 activity
- Funding public library expansion and services
  
  Grants funds to Friends of the Scarsdale Library to support organizational expansion, enhancing library resources and community access.

financials · form 990PF · fy2024

revenue

Total revenue$2.15M

Contributions & grants——

Program service revenue——

Investment income$1.09M51%

Other revenue$1.06M

expenses

Total expenses$117K

Program expenses—

Admin / overhead—

Fundraising—

Salaries & benefits$0

Grants paid out$1.31M

balance sheet

Total assets$22.69M

Cash—

Investments—

Liabilities—

Net assets$22.69M

4 years on record · 2020–2024 · YoY revenue +213.5%

leadership · form 990 part vii · fy2024

Who runs it

board members · 2

ANDREW FELDSTEIN — DIRECTOR - CO-PRESIDENT -
RICHARD VERON — DIRECTOR

relationships · 12

Who they work with

CATO INSTITUTE Partner — Recipient of a $30,000 grant for general charitable purposes.
CIRCLE THE CITY Partner — Recipient of a $10,000 grant for general charitable purposes.
FIDELITY CHARITABLE GIFT FUND Partner — Recipient of a $950,000 grant for general charitable purposes.
FRIENDS OF THE SCARSDALE LIBRARY Partner — Recipient of a $50,000 grant to support organizational expansion.
REASON FOUNDATION Partner — Recipient of a $5,000 grant for general charitable purposes.
SCARSDALE FOUNDATION Partner — Recipient of a $9,100 grant to support college scholarships for students in need.
SLIFKA CENTER FOR JEWISH LIFE AT YALE Partner — Recipient of a $10,000 grant to support tuition assistance for Jewish college students.
TANZANIAN CHILDREN'S FUND Partner — Recipient of a $125,000 grant for general charitable purposes.
THE ACCELERATION PROJECT Partner — Recipient of a $50,000 grant to support mentoring for small business owners.
THE WOMEN'S BOND CLUB OF NEW YORK INC Partner — Recipient of an $8,500 grant for general charitable purposes.
WHITE PLAINS HOSPITAL Partner — Recipient of a $10,000 grant for general operational purposes.
WOMEN IN NEED INC (WIN) Partner — Recipient of a $10,000 grant for general charitable purposes.