Liabilities / Assets
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Forum Charitable Fund
990EZ • Fiscal year 2022 • EIN 83-1236046
Siviq Scores
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
0.00x
Liabilities / Revenue
58th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
94th percentile
Higher net margin than 94% of similar nonprofits.
Top Officer Pay
78th percentile
Higher top officer pay than 78% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
88th percentile
Faster asset growth than 88% of similar nonprofits.
Revenue Growth
17th percentile
Faster revenue growth than 17% of similar nonprofits.
Balance Sheet
Assets
Up$161,852
Up $66,121 (+69%) from 2021
Net Assets
Up$161,852
Up $66,121 (+69%) from 2021
Liabilities
$0
No earlier filing loaded for comparison.
Revenue And Expenses
Revenue
Down$94,596
Down $45,458 (-32%) from 2021
Expenses
Down$28,454
Down $91,218 (-76%) from 2021
Net Income
Up$66,142
Up $45,760 (+225%) from 2021
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2022 to Dec 31, 2022
- Signed
- May 13, 2023
- Return Version
- 2022v5.0
- Gross Receipts
- $96,670
Mission and Program Overview
Mission
The organization's primary purposes are 1) to promote healthy aging, including cognitive wellness, pain management, safety, education, and enrichment and 2) to support innovations in aging and 3) to engage in any other charitable activity pertaining to seniors.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| TO PROMOTE HEALTHY AGING, INCLUDING COGNITIVE WELLNESS, PAIN MANAGEMENT, SAFETY, EDUCATION, AND ENRICHMENT AND TO SUPPORT INNOVATIONS IN AGING AND TO ENGAGE IN ANY OTHER CHARITABLE ACTIVITY PERTAINING TO SENIORS. | $18,850 | $18,850 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| CATHERINE COTTER | Grants Director | - | $0 | - | - |
| NADJA JACKSON | Community Outreach Director | - | $0 | - | - |
| JOHN MONROE | Development Director | - | $0 | - | - |
| HOWARD PETERS | Development Director | - | $0 | - | - |
| STEVE CONLEY | Development Director | - | $0 | - | - |
| PATTI WHITE | President | - | $0 | - | - |
| LYN CHRISTENSON | Secretary | - | $0 | - | - |
| RUSS FULLER | Treasurer | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Forum Charitable Fund
- EIN
- 83-1236046
- Phone
- 6509889300
- Address
- 23600 VIA ESPLENDOR, CUPERTINO, CA 95014
Signing Officer
- Name
- Patti White
- Title
- President
- Phone
- 6509889300
- Signed
- 2023-05-13
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Young Craig Co Llp
- Address
- 2570 W EL CAMINO REAL 150, MOUNTAIN VIEW, CA 94040
- Preparer
- Fernanda Amaral
- Phone
- 6502091800
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 8 - Other Revenue
“Description: interest. Amount: 13.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: grief counseling services. Grantee name: kara. Grantee address: 457 kingsley avenue palo alto, ca 94301. Grantee relationship: none. Property description: cash. Date of gift: 05/28/22. Amount given: 3,000.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: program to assist seniors who have lost sight to learn to perform activities. Grantee name: vista center for the blind and visually impaired. Grantee address: 2500 el camino real, unit 100 palo alto, ca 94306. Grantee relationship: none. Property description: cash. Date of gift: 05/28/22. Amount given: 3,600.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: memoir writing project. Grantee name: fremont union high school adult education. Grantee address: 589 west fremont avenue sunnyvale, ca 94087. Grantee relationship: none. Property description: cash. Date of gift: 08/04/22. Amount given: 2,250.”
Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid
“Activity classification: support programs for low-income seniors with mild to moderate dementia. Grantee name: live oak adult day services. Grantee address: 1147 minnesota avenue san jose, ca 95110. Grantee relationship: none. Property description: cash. Date of gift: 11/15/22. Amount given: 10,000. Total included on form 990-ez, line 10: 18,850.”
Form 990-ez, Part I, Line 16 - Other Expenses
“Description: registration fees. Amount: 75. Description: professional fees. Amount: 121. Description: postage. Amount: 11. Description: printing. Amount: 44. Description: insurance. Amount: 944. Description: website services. Amount: 1,800. Description: software. Amount: 330. Description: credit card fees. Amount: 128. Description: vehicle sales fees. Amount: 981. Description: fundraising. Amount: 5,170. Total to form 990-ez, line 16: 9,604.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized loss. Amount: -21.”
Raw XML Appendix195 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990EZ/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | DIANA O'HALLORAN |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 4083788801 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 1790 WINCHESTER BLVD SUITE 3 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | CAMPBELL |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | CA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 95008 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 95731 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 161852 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/ContributionsGiftsGrantsEtcAmt | 0 | 94673 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 2074 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/EngagedInExcessBenefitTransInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 66142 |
| IRS990EZ/FiledScheduleAInd | 0 | 1 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 95731 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 161852 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -90 |
| IRS990EZ/GrantsAndSimilarAmountsPaidAmt | 0 | 18850 |
| IRS990EZ/GrossReceiptsAmt | 0 | 96670 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/LobbyingActivitiesInd | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingAccrualInd | 0 | X |
| IRS990EZ/NameChangeInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 95731 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 161852 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 95731 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 161852 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 3 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 4 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 5 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 6 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 7 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 3 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 4 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 5 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 6 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 7 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | CATHERINE COTTER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | NADJA JACKSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | JOHN MONROE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 3 | HOWARD PETERS |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 4 | STEVE CONLEY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 5 | PATTI WHITE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 6 | LYN CHRISTENSON |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 7 | RUSS FULLER |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | GRANTS DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | COMMUNITY OUTREACH DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | DEVELOPMENT DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 3 | DEVELOPMENT DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 4 | DEVELOPMENT DIRECTOR |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 5 | PRESIDENT |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 6 | SECRETARY |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 7 | TREASURER |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501c3Ind | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -21 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 9604 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 13 |
| IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt | 0 | NONE |
| IRS990EZ/PartVIOfCompOfHghstPdEmplTxt | 0 | NONE |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE ORGANIZATION'S PRIMARY PURPOSES ARE 1) TO PROMOTE HEALTHY AGING, INCLUDING COGNITIVE WELLNESS, PAIN MANAGEMENT, SAFETY, EDUCATION, AND ENRICHMENT AND 2) TO SUPPORT INNOVATIONS IN AGING AND 3) TO ENGAGE IN ANY OTHER CHARITABLE ACTIVITY PERTAINING TO SENIORS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | TO PROMOTE HEALTHY AGING, INCLUDING COGNITIVE WELLNESS, PAIN MANAGEMENT, SAFETY, EDUCATION, AND ENRICHMENT AND TO SUPPORT INNOVATIONS IN AGING AND TO ENGAGE IN ANY OTHER CHARITABLE ACTIVITY PERTAINING TO SENIORS. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 18850 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 18850 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 1984 |
| IRS990EZ/SchoolOperatingInd | 0 | 0 |
| IRS990EZ/StatesWhereCopyOfReturnIsFldCd | 0 | CA |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TaxImposedOnOrganizationMgrAmt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4911Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4912Amt | 0 | 0 |
| IRS990EZ/TaxImposedUnderIRC4955Amt | 0 | 0 |
| IRS990EZ/TaxReimbursedByOrganizationAmt | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 28454 |
| IRS990EZ/TotalProgramServiceExpensesAmt | 0 | 18850 |
| IRS990EZ/TotalRevenueAmt | 0 | 94596 |
| IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd | 0 | 0 |
| IRS990EZ/TypeOfOrganizationCorpInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | WWW.FORUMHEALTHFUND.ORG |
| IRS990ScheduleA/First5Years170Ind | 0 | X |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt | 0 | 94561 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt | 0 | 111453 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 66408 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 72471 |
| IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt | 0 | 344893 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt | 0 | 13 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt | 0 | 119 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 1 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 7 |
| IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt | 0 | 140 |
| IRS990ScheduleA/PublicOrganization170Ind | 0 | X |
| IRS990ScheduleA/PublicSupportTotal170Amt | 0 | 265023 |
| IRS990ScheduleA/SubstantialContributorsTotAmt | 0 | 79870 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt | 0 | 94561 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt | 0 | 111453 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt | 0 | 66408 |
| IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt | 0 | 72471 |
| IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt | 0 | 344893 |
| IRS990ScheduleA/TotalSupportAmt | 0 | 345033 |
| IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorNum | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine2 | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode | 0 | RESTRICTED |
| IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt | 0 | RESTRICTED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INTEREST. AMOUNT: 13. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | ACTIVITY CLASSIFICATION: GRIEF COUNSELING SERVICES. GRANTEE NAME: KARA. GRANTEE ADDRESS: 457 KINGSLEY AVENUE PALO ALTO, CA 94301. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/28/22. AMOUNT GIVEN: 3,000. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | ACTIVITY CLASSIFICATION: PROGRAM TO ASSIST SENIORS WHO HAVE LOST SIGHT TO LEARN TO PERFORM ACTIVITIES. GRANTEE NAME: VISTA CENTER FOR THE BLIND AND VISUALLY IMPAIRED. GRANTEE ADDRESS: 2500 EL CAMINO REAL, UNIT 100 PALO ALTO, CA 94306. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/28/22. AMOUNT GIVEN: 3,600. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ACTIVITY CLASSIFICATION: MEMOIR WRITING PROJECT. GRANTEE NAME: FREMONT UNION HIGH SCHOOL ADULT EDUCATION. GRANTEE ADDRESS: 589 WEST FREMONT AVENUE SUNNYVALE, CA 94087. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/04/22. AMOUNT GIVEN: 2,250. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | ACTIVITY CLASSIFICATION: SUPPORT PROGRAMS FOR LOW-INCOME SENIORS WITH MILD TO MODERATE DEMENTIA. GRANTEE NAME: LIVE OAK ADULT DAY SERVICES. GRANTEE ADDRESS: 1147 MINNESOTA AVENUE SAN JOSE, CA 95110. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/15/22. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 18,850. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | DESCRIPTION: REGISTRATION FEES. AMOUNT: 75. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 121. DESCRIPTION: POSTAGE. AMOUNT: 11. DESCRIPTION: PRINTING. AMOUNT: 44. DESCRIPTION: INSURANCE. AMOUNT: 944. DESCRIPTION: WEBSITE SERVICES. AMOUNT: 1,800. DESCRIPTION: SOFTWARE. AMOUNT: 330. DESCRIPTION: CREDIT CARD FEES. AMOUNT: 128. DESCRIPTION: VEHICLE SALES FEES. AMOUNT: 981. DESCRIPTION: FUNDRAISING. AMOUNT: 5,170. TOTAL TO FORM 990-EZ, LINE 16: 9,604. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | DESCRIPTION: UNREALIZED LOSS. AMOUNT: -21. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PATTI WHITE |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6509889300 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-05-13 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | FORUM CHARITABLE FUND |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | FKA FORUM HEALTH FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | FORU |
| ReturnHeader/Filer/EIN | 0 | 831236046 |
| ReturnHeader/Filer/PhoneNum | 0 | 6509889300 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 23600 VIA ESPLENDOR |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CUPERTINO |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 95014 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 270995027 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | YOUNG CRAIG CO LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 2570 W EL CAMINO REAL 150 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | MOUNTAIN VIEW |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 94040 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6502091800 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | FERNANDA AMARAL |
| ReturnHeader/ReturnTs | 0 | 2023-05-17T16:12:05-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | PATTI |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | WHITE |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2022-12-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2022 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $161,852
- Liabilities
- $0
- Net assets
- $161,852
- Revenue
- $94,596
- Expenses
- $28,454
- Net income
- $66,142