The Texas State Capitol

Form 990-PFTax year 2025EIN 43-6297830

J M Forrest Charitable Trust

A private foundation in Dallas, TX. Its return for tax year 2025 lists 2 grants and $16,555 paid in grants.

Tax year 2025 (period ending Dec 31, 2025), read from the IRS e-file on Nov 11, 2026. Returns reach the IRS 5 to 18 months after the year they describe.

How to apply

Accepts applications

The return gives an application contact and rules, as below.

Contact
Maria Botelho - Bank of America N
100 Westminster St
Providence, RI 02903
(866) 461-7287
Form and materials
Letter of no more than 3 pages with appropriate attachments
Deadlines
None
Restrictions
75% of net income restricted to the salvation army-kansas city, mo; balance of grants to qualified charities as described in irc section 501(c)(3)

Assets and giving by year

8 returns on file
Grants paid by tax year. The latest year is in blue.
  • Tax year 2025

    $16,555

    Grants listed
    2
    Assets, end of year
    $1,426,895
  • Tax year 2024

    $103,081

    Grants listed
    3
    Assets, end of year
    $1,325,409
  • Tax year 2023

    $11,998

    Grants listed
    2
    Assets, end of year
    $1,314,735
  • Tax year 2022

    $73,526

    Grants listed
    3
    Assets, end of year
    $1,310,106
  • Tax year 2021

    $65,276

    Grants listed
    3
    Assets, end of year
    $1,451,528
  • Tax year 2020

    $64,585

    Grants listed
    3
    Assets, end of year
    $1,246,202
  • Tax year 2019

    $50,935

    Grants listed
    4
    Assets, end of year
    $1,235,870
  • Tax year 2018

    $61,877

    Grants listed
    4
    Assets, end of year
    $1,245,840

Grants paid in 2025

2 grants, largest first

As listed on the return.

  1. Truman Medical Center Charitable FoundationKansas City, MO

    Unrestricted general

    $12,000
  2. Ronald McDonald House Charities Kansas CityKansas City, MO

    Unrestricted general

    $4,555

Where the money goes

By State

Grants to organizations with a US address, latest year.

  1. Missouri2 grants $16,555

Officers, directors and trustees

1 person as filed

As filed on the return, with average hours per week and pay from the foundation.

  • Bank of AmericaTRUSTEE Hours 1Pay $23,003

The return

More foundations

Other foundations in Texas

  1. Ella C Loose FBO Loose ParkDallas, TX 1 grant Preselected only $16,558 giving
  2. The Morgan-Hoke FoundationBedias, TX 3 grants Preselected only $16,545 giving
  3. Hill Freeman TrustDallas, TX 1 grant Preselected only $16,543 giving
  4. Rose M Dawson Irrevocable Charitable TrustDallas, TX 1 grant Preselected only $16,578 giving
  5. Captain Cates Scholarship TRDallas, TX 1 grant Preselected only $16,579 giving