Financial Information for The Forbes Funds

The Forbes Funds's annual revenue was $1.7M in tax year 2024, reported on their IRS Form 990. They spent $2.3M in total expenses. 72% went to programs and services.

Financial Breakdown

What is The Forbes Funds's total annual expenses?

The Forbes Funds spent $2.3M in tax year 2024, according to their IRS Form 990 filing.

How much of The Forbes Funds's budget goes to programs?

The Forbes Funds spent $1.7M (72% of expenses) on programs and services in tax year 2024.

How much does The Forbes Funds spend on overhead?

The Forbes Funds's overhead in tax year 2024 includes administrative (23%) and fundraising (5%) of their expenses.

What is The Forbes Funds's net worth?

The Forbes Funds had net assets of $9.4M as of the end of tax year 2024.

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View full The Forbes Funds report

All figures are reported on the organization's IRS Form 990 filing and are public record. Revenue and expense data come from Form 990 Part I, and asset data comes from the balance sheet section. These are filed amounts as reported by the organization.