2025-11-17T19:54:21-06:00 2024-12-31 991856619 GRANT THORNTON ADVISORS LLC 757 THIRD AVENUE 9TH FLOOR NEW YORK NY 100172013 990PF 2024-01-01 387106076 THE FORMAN FAMILY FOUNDATION FORM 2154951160 201 ROUSE BLVD PHILADELPHIA PA 19112 THOMAS TRALA TREASURER/SECRETARY 2154951160 2025-11-17 1 0 DANIEL ROMANO P00504182 2125990100 2024 2025-03-06 01:10:19Z X 51435632 X X 726430 1139709 111464 1886926 1040375 0 -165002 837894 2015082 0 82897 0 0 82897 1813 0 0 1813 131780 8580 0 11697 19484 31244 0 0 58623 1116 0 0 159 0 0 159 805 0 0 805 295561 40940 0 97371 475000 450000 770561 40940 0 547371 67333 1974142 0 52709 1001277 1001277 1004692 228991 1004692 1004692 4545850 3527276 3257276 43632572 46172387 46172387 48460122 51705632 51435632 122917 176771 122917 176771 X 0 0 0 0 48337205 51528861 48337205 51528861 48460122 51705632 48337205 67333 3124323 51528861 0 51528861 PUBLICLY TRADED ST 330122 269268 60854 60854 PUBLICLY TRADED LT 1551640 1245474 306166 306166 CAPITAL GAIN DISTRIBUTION 5164 5164 5164 LP ST GAINS/LOSSES P -11585 -11585 LP LT GAINS/LOSSES P -432730 -432730 LP 1231 GAINS/LOSSES P -254 -254 GAIN/LOSS FROM REDEMPTIONS P 1112760 1112760 1040375 49269 27441 0 27441 0 27441 30000 0 50000 0 80000 0 52559 0 52559 0 0 0 0 0 0 0 0 1 1 0 1 1 PA CA 1 0 0 0 0 1 N/A MICHAEL C FORMAN 2154951160 201 ROUSE BLVD PHILADELPHIA PA 19112 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 THOMAS TRALA 201 ROUSE BLVD 675 PHILADELPHIA PA 19112 TREASURER/SECRETARY/CFO 3.50 42569 0 0 LAURA SPARKS 201 ROUSE BLVD 675 PHILADELPHIA PA 19112 PRESIDENT 2.00 40328 0 0 MICHAEL C FORMAN 201 ROUSE BLVD 675 PHILADELPHIA PA 19112 TRUSTEE 1.00 0 0 0 JENNIFER S RICE 201 ROUSE BLVD 675 PHILADELPHIA PA 19112 TRUSTEE 1.00 0 0 0 NONE 0 FB CAPITAL PARTNERS LP 201 ROUSE BLVD PHILADELPHIA PA 19112 ACCOUNTING 193877 0 0 39865934 225547 8721980 48813461 0 0 48813461 732202 48081259 2404063 2404063 27441 36029 63470 2340593 0 2340593 0 2340593 547371 0 547371 2340593 0 0 9038909 642292 9681201 547371 0 0 0 547371 0 1793222 1793222 7887979 0 0 0 0 0 0 0 7887979 7245687 642292 MICHAEL C FORMAN JENNIFER S RICE X WASHINGTON UNIVERSITY MSC 1082 ONE BROOKINGS DRIVE ST LOUIS MO 63130 PC FORMAN FAMILY FOUNDATION SCHOLARSHIP 300000 RODEPH SHOLOM CONGREGATION 615 N BROAD STREET PHILADELPHIA PA 19123 PC ENDOWMENT CAMPAIGN - SUPPORT THE SYNAGOGUE 75000 DREXEL UNIVERSITY PO BOX 8215 PHILADELPHIA PA 19101 PC SUPPORT FOR CARA FRY ENDOWMENT 50000 THE CAT COLLABORATIVE 201 ROUSE BOULEVARD PHILADELPHIA PA 19112 POF GENERAL SUPPORT FOR THE CAT COLLABORATIVE'S INAUGLURAL GALA SUPPORTING ITS MISSION TO REDUCE CAT OVERPOPULATION AND IMPROVE FELINE WELFARE THROUGH COMMUNITY-BASED PROGRAMS, RESCUE PARTNERSHIPS, AND AFFORDABLE CARE INITIATIVES. 25000 OPERA PHILADELPHIA 1420 LOCUST STREET SUITE 210 PHILADELPHIA PA 19102 PC GENERAL SUPPORT 10000 WOMEN'S WAY 123 SOUTH BROAD STREET SUITE 1320 PHILADELPHIA PA 19109 PC GENERAL SUPPORT 10000 THE CLAY STUDIO 1425 N AMERICAN ST PHILADELPHIA PA 19122 PC GENERAL SUPPORT 5000 475000 0 14 726430 14 18 111464 0 837894 0 837894 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION FEES 20800 8580 0 5200 ACCOUNTING SERVICES 110980 0 0 6497 THE CAT COLLABORATIVE 201 ROUSE BLVD PHILADELPHIA PA 19112 2025-03-28 25000 GENERAL SUPPORT FOR THE CAT COLLABORATIVE'S INAUGLURAL GALA SUPPORTING ITS MISSION TO REDUCE CAT OVERPOPULATION AND IMPROVE FELINE WELFARE THROUGH COMMUNITY-BASED PROGRAMS, RESCUE PARTNERSHIPS, AND AFFORDABLE CARE INITIATIVES. 25000 NO REPORTS DUE THE FOUNDATION HAS BOARD MEMBERS THAT SERVE AS BOARD MEMBERS OF THE GRANTEE. AS SUCH, THE FOUNDATION HAS NO REASON TO DOUBT THE ACCURACY OR RELIABILITY OF THE INFORMATION FROM THE GRANTEE FORM 990-PF, PART XI - QUALIFYING DISTRIBUTIONS PURSUANT TO IRS TREASURY REGULATION SECTION 53.4942(A)(3)(C)(I), FORMAN FAMILY FOUNDATION ("FFF") IS PROVIDING THE FOLLOWING DISCLOSURE WITH RESPECT TO THE QUALIFYING DISTRIBUTIONS REPORTED ON PART XI LINE 4, $547,371 OF THE FORM 990-PF.IN 2024, FORMAN FAMILY FOUNDATION ("FFF") MADE A CASH GRANT OF $25,000 TO THE CAT COLLABORATIVE ("TCC"); EXPENDITURES INCURRED BY TCC WITH THESE FUNDS HAVE BEEN EXCLUDED FROM FFF'S CALCULATION OF QUALIFYING DISTRIBUTIONS AND SHALL BE TREATED AS QUALIFYING DISTRIBUTIONS ON THE TAX RETURN OF TCC. THIS IS PERMITTED UNDER 53.4942(A)(3)(C)(1) BECAUSE:1. NOT LATER THAN ONE YEAR AFTER THE END OF THE TAX YEAR IN WHICH TCC RECEIVED FUNDING FROM FFF, IT MADE A DISTRIBUTION EQUAL TO THE FULL AMOUNT OF THE CONTRIBUTION; THE DISTRIBUTION CONSTITUTES A QUALIFYING DISTRIBUTION THAT IS TREATED AS BEING MADE OUT OF CORPUS, AND2. TCC HAS PROVIDED ADEQUATE RECORDS TO FFF THAT IT HAS ACTUALLY PAID OUT THE GRANTED FUNDS TO QUALIFYING EXPENDITURES. *TOTAL DISTRIBUTIONS (EXPENSES AND GRANTS) FOR CHARITABLE PURPOSES $572,371*EXCLUDED TCC'S GRANT - $25,000*TOTAL ADJUSTED QUALIFYING DISTRIBUTIONS PER PART XI, LINE 4: $547,371 EQUITY SECURITIES 3527276 3257276 PRIVATE EQUITY INVESTMENTS FMV 46172387 46172387 LEGAL FEES 1813 0 0 1813 OFFICE EXPENSES 805 0 0 805 LP PORTFOLIO INCOME 0 -165002 0 UNREALIZED GAIN/LOSS 3124323 INVESTMENT MANAGEMENT FEES 19484 31244 0 0 EXCISE TAXES 58623 0 0 0 LP FOREIGN TAXES PAID 0 1116 0 0