Nonprofit · EIN 83-1236046
FORUM HEALTH FUND
Tax-exempt · CUPERTINO, CA 95014
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-EZ | $189,682 | $112,257 | $77,425 | $239,799 | $0 | $239,799 |
| December 31, 2024 | 990-EZ | $154,889 | $147,792 | $7,097 | $162,374 | $0 | $162,374 |
| December 31, 2023 | 990-EZ | $98,686 | $104,871 | -$6,185 | $155,667 | $0 | $155,667 |
Financial details: 990-EZ for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $185,471
- Other revenue
- $4,211
Expenses
- Grants and similar amounts paid
- $103,200
- Compensation of officers, directors and key employees
- $0
- Other expenses
- $9,057
- Program services (functional)
- $103,200
Balance sheet and other
- Total assets, start of year
- $162,374
- Total assets, end of year
- $239,799
- Total liabilities, end of year
- $0
- Net assets, end of year
- $239,799
- Cash, savings and investments
- $239,799
- Gross receipts
- $189,682
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-EZ for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE COTTER | GRANTS CHAIR | 1 | $0 |
| NADJA JACKSON | COMMUNITY RELATIONS | 1 | $0 |
| ED COHEN | DIRECTOR | 1 | $0 |
| ROWENA CHOW | DIRECTOR | 1 | $0 |
| HOWARD PETERS | DEVELOPMENT DIRECTOR | 1 | $0 |
| MINH LE | DIRECTOR | 1 | $0 |
| LIU-JEN CHU | SECRETARY | 1 | $0 |
| JOHN MONROE | PRESIDENT | 1 | $0 |
| THUONG LE | TREASURER | 1 | $0 |
990-EZ for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE COTTER | GRANTS CHAIR | 1 | $0 |
| NADJA JACKSON | COMMUNITY RELATIONS | 1 | $0 |
| JOHN MONROE | DEVELOPMENT CO-CHAIR | 1 | $0 |
| ED COHEN | DEVELOPMENT DIRECTOR | 1 | $0 |
| ROWENA CHOW | DEVELOPMENT DIRECTOR | 1 | $0 |
| HOWARD PETERS | DEVELOPMENT CO-CHAIR | 1 | $0 |
| PATTI WHITE | PRESIDENT | 1 | $0 |
| LIU-JEN CHU | SECRETARY | 1 | $0 |
| RUSS FULLER | TREASURER | 1 | $0 |
990-EZ for the year ended December 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CATHERINE COTTER | GRANTS CHAIR | 1 | $0 |
| NADJA JACKSON | COMMUNITY RELATIONS | 1 | $0 |
| JOHN MONROE | DEVELOPMENT CO-CHAIR | 1 | $0 |
| ED COHEN | DEVELOPMENT DIRECTOR | 1 | $0 |
| ROWENA CHOW | DEVELOPMENT DIRECTOR | 1 | $0 |
| HOWARD PETERS | DEVELOPMENT CO-CHAIR | 1 | $0 |
| PATTI WHITE | PRESIDENT | 1 | $0 |
| LIU-JEN CHU | SECRETARY | 1 | $0 |
| RUSS FULLER | TREASURER | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 23600 VIA ESPLENDOR, CUPERTINO, CA 95014-6513
- In care of
- % STEVE CONLEY
- Signed the 990-EZ
- JOHN MONROE, PRESIDENT
- Phone
- (650) 988-9300
- Website
- WWW.FORUMCHARITABLEFUND.ORG
- Return prepared by
- MACIAS GINI & O'CONNELL LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 83-1236046 or by the name FORUM HEALTH FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 accomplishments
- 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.Expenses $103,200 · grants $103,200
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-EZ on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 83-1236046
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Human services (P20)
- Assets (IRS master file)
- $239,799
- Income (IRS master file)
- $189,682
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2025 | $189,682 | $112,257 | $239,799 | IRS |
| 990-EZ | December 2024 | $154,889 | $147,792 | $162,374 | IRS |
| 990-EZ | December 2023 | $98,686 | $104,871 | $155,667 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-EZ | December 2020 | – | – | – | IRS |
| 990-EZ | December 2019 | – | – | – | 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 83-1236046).
Questions about FORUM HEALTH FUND
- What is the EIN of FORUM HEALTH FUND?
- The employer identification number (EIN) of FORUM HEALTH FUND is 83-1236046.
- Is FORUM HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to FORUM HEALTH FUND tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does FORUM HEALTH FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of FORUM HEALTH FUND 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 HEALTH FUND last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2025.
- Who are the officers and directors of FORUM HEALTH FUND?
- The 990-EZ for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does FORUM HEALTH FUND have?
- On its 990-EZ for the year ended December 31, 2025 it reported revenue of $189,682, expenses of $112,257 and total assets of $239,799 at year end.
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