Civic Intelligence

Forum Charitable Fund

990EZ • Fiscal year 2023 • EIN 83-1236046

Jan 01, 2023 to Dec 31, 2023 • Filed on May 24, 2024

Organization ProfileWWW.FORUMHEALTHFUND.ORG
23600 Via EsplendorCupertino, CA 95014

(650) 988-9300

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

58th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

32nd percentile

-6.3%

Higher net margin than 32% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)3 • <$500k nonprofits • Source year 2023

Asset Growth

40th percentile

-3.8%

Faster asset growth than 40% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

50th percentile

4.3%

Faster revenue growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$155,667

Down $6,185 (-3.8%) from 2022

Net Assets

Down

$155,667

Down $6,185 (-3.8%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin32nd percentile

Revenue

Up

$98,686

Up $4,090 (+4.3%) from 2022

Expenses

Up

$104,871

Up $76,417 (+269%) from 2022

Net Income

Down

-$6,185

Down $72,327 (-109%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$200K$150K$100K$50K$0Assets 2018: $13,500Liabilities 2018: $25,1172018Assets 2019: $31,790Liabilities 2019: $1,123Net Assets 2019: $30,6672019Assets 2020: $75,349Liabilities 2020: $0Net Assets 2020: $75,3492020Assets 2021: $95,731Net Assets 2021: $95,7312021Assets 2022: $161,852Liabilities 2022: $0Net Assets 2022: $161,8522022Assets 2023: $155,667Liabilities 2023: $0Net Assets 2023: $155,6672023Assets 2024: $162,374Liabilities 2024: $0Net Assets 2024: $162,3742024

Highlighted filing

2023

Assets$155,667
Liabilities$0
Net Assets$155,667
Open 2023 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$150K$100K$50K$0-$50KRevenue 2018: $0Expenses 2018: $11,617Net Income 2018: -$11,6172018Revenue 2019: $72,478Expenses 2019: $30,194Net Income 2019: $42,2842019Revenue 2020: $66,471Expenses 2020: $21,789Net Income 2020: $44,6822020Revenue 2021: $140,054Expenses 2021: $119,672Net Income 2021: $20,3822021Revenue 2022: $94,596Expenses 2022: $28,454Net Income 2022: $66,1422022Revenue 2023: $98,686Expenses 2023: $104,871Net Income 2023: -$6,1852023Revenue 2024: $154,889Expenses 2024: $147,792Net Income 2024: $7,0972024

Highlighted filing

2023

Revenue$98,686
Expenses$104,871
Net Income-$6,185
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 24, 2024
Return Version
2023v5.0
Gross Receipts
$98,686
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

DescriptionGrantsExpenses
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.$96,395$96,395
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
CATHERINE COTTERGrants Chair-$0--
NADJA JACKSONCommunity Relations-$0--
JOHN MONROEDevelopment Co-Chair-$0--
ED COHENDevelopment Director-$0--
ROWENA CHOWDevelopment Director-$0--
HOWARD PETERSDevelopment Co-Chair-$0--
PATTI WHITEPresident-$0--
LIU-JEN CHUSecretary-$0--
RUSS FULLERTreasurer-$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
2024-05-24
Discuss with paid preparer
Yes

Preparer

Firm
MACIAS GINI & O'CONNELL 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 & dividend . Amount: 2,223.”

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: 04/19/23. Amount given: 10,000.”

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: 07/19/23. Amount given: 7,650.”

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: 11/30/23. Amount given: 10,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: org supports those primarily seniors, unable to afford hearing aids & servic. Grantee name: pacific hearing connecion . Grantee address: 496 1st st ste 120 los altos, ca 94022. Grantee relationship: none. Property description: cash. Date of gift: 01/17/23. Amount given: 5,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: digital inclusion for seniors. Grantee name: anew vista community services. Grantee address: 1201 carmel terrace los altos, ca 94024. Grantee relationship: none. Property description: cash. Date of gift: 04/05/23. Amount given: 9,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grant for health support . Grantee name: the forum healthcare center. Grantee address: 23600 via esplendor cupertino, ca 95014. Grantee relationship: none. Property description: cash. Date of gift: 06/20/23. Amount given: 44,745.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: grant to help seniors in need. Grantee name: community services agency. Grantee address: 435 san antonio rd mountain view, ca 94040. Grantee relationship: none. Property description: cash. Date of gift: 08/22/23. Amount given: 10,000. Total included on form 990-ez, line 10: 96,395.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: registration fees. Amount: 55. Description: professional fees. Amount: 1,935. Description: printing. Amount: 1,413. Description: insurance. Amount: 972. Description: website services. Amount: 12. Description: software. Amount: 379. Description: bank service . Amount: 240. Description: bookkeeping. Amount: 850. Description: outside contract services. Amount: 500. Description: books & subsscriptions . Amount: 1,800. Description: supplies. Amount: 320. Total to form 990-ez, line 16: 8,476.”

Raw XML Appendix203 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt80
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0CATHERINE COTTER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1NADJA JACKSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JOHN MONROE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3ED COHEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROWENA CHOW
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5HOWARD PETERS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6PATTI WHITE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7LIU-JEN CHU
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8RUSS FULLER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0GRANTS CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1COMMUNITY RELATIONS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2DEVELOPMENT CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DEVELOPMENT DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DEVELOPMENT DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DEVELOPMENT CO-CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8TREASURER
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt08476
IRS990EZ/OtherRevenueTotalAmt02223
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE 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/DescriptionProgramSrvcAccomTxt0TO 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/GrantsAndAllocationsAmt096395
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt096395
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/SchoolOperatingInd00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0104871
IRS990EZ/TotalProgramServiceExpensesAmt096395
IRS990EZ/TotalRevenueAmt098686
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.FORUMHEALTHFUND.ORG
IRS990ScheduleA/First5Years170Ind0X
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt096463
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt094561
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0111453
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt066408
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt072471
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0441356
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02223
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt013
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt01
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt07
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0111453
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt066408
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt072471
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0441356
IRS990ScheduleA/TotalSupportAmt0443719
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST & DIVIDEND . AMOUNT: 2,223.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY 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: 04/19/23. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY 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: 07/19/23. AMOUNT GIVEN: 7,650.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY 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: 11/30/23. AMOUNT GIVEN: 10,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: ORG SUPPORTS THOSE PRIMARILY SENIORS, UNABLE TO AFFORD HEARING AIDS & SERVIC. GRANTEE NAME: PACIFIC HEARING CONNECION . GRANTEE ADDRESS: 496 1ST ST STE 120 LOS ALTOS, CA 94022. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/17/23. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: DIGITAL INCLUSION FOR SENIORS. GRANTEE NAME: ANEW VISTA COMMUNITY SERVICES. GRANTEE ADDRESS: 1201 CARMEL TERRACE LOS ALTOS, CA 94024. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/05/23. AMOUNT GIVEN: 9,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6ACTIVITY CLASSIFICATION: GRANT FOR HEALTH SUPPORT . GRANTEE NAME: THE FORUM HEALTHCARE CENTER. GRANTEE ADDRESS: 23600 VIA ESPLENDOR CUPERTINO, CA 95014. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/20/23. AMOUNT GIVEN: 44,745.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7ACTIVITY CLASSIFICATION: GRANT TO HELP SENIORS IN NEED. GRANTEE NAME: COMMUNITY SERVICES AGENCY. GRANTEE ADDRESS: 435 SAN ANTONIO RD MOUNTAIN VIEW, CA 94040. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 08/22/23. AMOUNT GIVEN: 10,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 96,395.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8DESCRIPTION: REGISTRATION FEES. AMOUNT: 55. DESCRIPTION: PROFESSIONAL FEES. AMOUNT: 1,935. DESCRIPTION: PRINTING. AMOUNT: 1,413. DESCRIPTION: INSURANCE. AMOUNT: 972. DESCRIPTION: WEBSITE SERVICES. AMOUNT: 12. DESCRIPTION: SOFTWARE. AMOUNT: 379. DESCRIPTION: BANK SERVICE . AMOUNT: 240. DESCRIPTION: BOOKKEEPING. AMOUNT: 850. DESCRIPTION: OUTSIDE CONTRACT SERVICES. AMOUNT: 500. DESCRIPTION: BOOKS & SUBSSCRIPTIONS . AMOUNT: 1,800. DESCRIPTION: SUPPLIES. AMOUNT: 320. TOTAL TO FORM 990-EZ, LINE 16: 8,476.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE 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/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATTI WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06509889300
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FORUM CHARITABLE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FKA FORUM HEALTH FUND
ReturnHeader/Filer/BusinessNameControlTxt0FORU
ReturnHeader/Filer/EIN0831236046
ReturnHeader/Filer/PhoneNum06509889300
ReturnHeader/Filer/USAddress/AddressLine1Txt023600 VIA ESPLENDOR
ReturnHeader/Filer/USAddress/CityNm0CUPERTINO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd095014
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0680300457
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MACIAS GINI & O'CONNELL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02570 W EL CAMINO REAL 150
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MOUNTAIN VIEW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd094040
ReturnHeader/PreparerPersonGrp/PhoneNum06502091800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FERNANDA AMARAL
ReturnHeader/ReturnTs02024-06-04T14:46:11-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PATTI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITE
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$155,667
Liabilities
$0
Net assets
$155,667
Revenue
$98,686
Expenses
$104,871
Net income
-$6,185
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$1.55$1.48$0.07
2023Detailed filing. Detailed filing data is available for this year.$1.56$0.00$1.56$0.99$1.05$0.06
2022Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.95$0.28$0.66
2021Detailed filing. Detailed filing data is available for this year.$0.96$0.96$1.40$1.20$0.20
2020Detailed filing. Detailed filing data is available for this year.$0.75$0.00$0.75$0.66$0.22$0.45
2019Detailed filing. Detailed filing data is available for this year.$0.32$0.01$0.31$0.72$0.30$0.42
2018Summary only. Only limited summary data is available for this year.$0.14$0.25$0.00$0.12$0.12