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Nonprofit · EIN 20-3986056

FORUM FOUNDATION

Tax-exempt · S PORTLAND, ME 04116

Financials

$35K$798K2023$22K$770K2024$1M$869K2025
Revenue Expenses · by fiscal year end
Financials of FORUM FOUNDATION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$1,012,439$868,801$143,638$6,850,576$0$6,850,576
December 31, 2024990-PF$21,800$770,099-$748,299$6,599,493$0$6,599,493
December 31, 2023990-PF$35,361$797,769-$762,408$6,818,902$0$6,818,902
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$1,001,150
Dividends
$11,289

Expenses

Grants and similar amounts paid
$695,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$713,600

Balance sheet and other

Total assets, start of year
$6,599,493
Total assets, end of year
$6,850,576
Total liabilities, end of year
$0
Net assets, end of year
$6,850,576
Fair market value of assets
$6,850,576
Qualifying distributions
$713,600
Net investment income
$11,289

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RICHARD J BERTHY
PO BOX 2156, SOUTH PORTLAND, ME 04116
CHAIRMAN & DIRECTOR1$0
KELLY DE SCHAUN
PO BOX 2156, SOUTH PORTLAND, ME 04116
VICE CHAIR1$0
STACEY HONG
PO BOX 2156, SOUTH PORTLAND, ME 04116
SECRETARY & TREASURER2$0
SONIA BROOKS
PO BOX 2156, SOUTH PORTLAND, ME 04116
ASSISTANT TREASURER2$0
JANET F ROBINSON
PO BOX 2156, SOUTH PORTLAND, ME 04116
DIRECTOR1$0
990-PF for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
RICHARD J BERTHY
PO BOX 2156, SOUTH PORTLAND, ME 04116
CHAIRMAN & DIRECTOR1$0
KELLY DE SCHAUN
PO BOX 2156, SOUTH PORTLAND, ME 04116
VICE CHAIR1$0
STACEY HONG
PO BOX 2156, SOUTH PORTLAND, ME 04116
SECRETARY & TREASURER4$0
SONIA BROOKS
PO BOX 2156, SOUTH PORTLAND, ME 04116
ASSISTANT TREASURER2$0
JOHN Y KEFFER
PO BOX 2156, SOUTH PORTLAND, ME 04116
DIRECTOR1$0
JANET F ROBINSON
PO BOX 2156, SOUTH PORTLAND, ME 04116
DIRECTOR1$0
990-PF for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
RICHARD J BERTHY
PO BOX 2156, SOUTH PORTLAND, ME 04116
CHAIRMAN & DIRECTOR1$0
JANET F ROBINSON
PO BOX 2156, SOUTH PORTLAND, ME 04116
VICE CHAIR4$0
STACEY HONG
PO BOX 2156, SOUTH PORTLAND, ME 04116
SECRETARY & TREASURER3$0
JOHN Y KEFFER
PO BOX 2156, SOUTH PORTLAND, ME 04116
DIRECTOR1$0
KELLY DE SCHAUN
PO BOX 2156, SOUTH PORTLAND, ME 04116
DIRECTOR1$0
SONIA BROOKS
PO BOX 2156, SOUTH PORTLAND, ME 04116
ASSISTANT TREASURER1$0

Address and contacts

Address (IRS master file)
PO BOX 2156, S PORTLAND, ME 04116-2156
In care of
% JOHN Y KEFFER
Signed the 990-PF
Richard J Berthy, Vice President and Director
Phone
(212) 828-3333
Return prepared by
PGM LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
20-3986056
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
2008
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$6,850,576
Income (IRS master file)
$1,012,439

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$1,012,439$868,801$6,850,576XML
990-PFDecember 2024$21,800$770,099$6,599,493XML
990-PFDecember 2023$35,361$797,769$6,818,902XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––IRS
990-PFDecember 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 20-3986056).

Questions about FORUM FOUNDATION

What is the EIN of FORUM FOUNDATION?
The employer identification number (EIN) of FORUM FOUNDATION is 20-3986056.
Is FORUM FOUNDATION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2008.
Are donations to FORUM FOUNDATION tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does FORUM FOUNDATION file?
Form 990-PF. Private foundations file every year.
When is the next return of FORUM FOUNDATION due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FORUM FOUNDATION last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended December 2025.
Who are the officers and directors of FORUM FOUNDATION?
The 990-PF for the year ended December 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does FORUM FOUNDATION have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $1,012,439, expenses of $868,801 and total assets of $6,850,576 at year end.

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