INDEPENDENT ORDER OF FORESTERS GROUP RETURN

Financials

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 for the year ended December 31, 2025, highest compensation first.

Address and contacts

Address (IRS master file)

TORONTO ONTARIO M3C1T9, CANADA, 00000-0000

In care of

% KATHARINE E ROUNTHWAITE

Principal officer (990 for 2025)

Rene Zanin, 789 Don Mills Road, 15th Floor, Toronto, Ontario M3C1T9, CA

Signed the 990

Rene Zanin, Global Chief Legal Officer

Phone

(647) 208-3074

Website

www.foresters.com

Mission

Foresters offer quality life insurance products, unique member benefits and inspiring community activities to fulfill its purpose of improving the overall well-being of its members and their communities. Within the Branch system, the fraternal benefits are delivered at the local level through local involvement programming. In large part, this is done through Foresters Community Grants, which allows members to apply for funds to organize local activities that make a difference in their communities. The main objective of the Granting program is to engage members in Foresters purpose of enhancing the well-being of families and communities by funding local community volunteer and foresters moment activities.

Program accomplishments

• Community Volunteer Activities (CV): Each of the 35 U.S. Branches allocates funds towards local volunteer activities that make a difference in member communities, referred to as Community Volunteer (CV) activities. In 2025, there were a total of 761 CV events across the U.S., receiving $1,067,224 in Branch funding, which engaged thousands of local members in volunteerism and community service. These activities all served a real need in local communities and /or supported charitable organizations such as local schools, shelters and children's hospitals. A few examples of Community Volunteer activities include: building and cleaning playgrounds, creating care kits for shelters, cooking meals at senior residences and running arts and crafts activities for families staying in children's hospitals. The impact of these activities extends beyond our members and exemplifies Foresters commitment to its purpose of serving local communities.
  Expenses $1,067,224 · grants $1,067,224
• Foresters Moment Activities (FM): Foresters also gives its members the opportunity to apply for funding through their local Branches to organize or participate in Foresters Moment activities with the goal of creating family time, which is another way Foresters contributes to building stronger families and communities. In 2025, 415 Foresters Moment (FM) activities were held across the US, providing families with the opportunity to spend quality time together at amusement parks, movies, zoos etc. Foresters allocated $675,472 in funding, which resulted in thousands of members engaged in Foresters purpose.
  Expenses $674,992 · grants $674,992
• The Foresters Care grant benefit allows members to enjoy the full experience of preparing, organizing, and executing their meaningful volunteering activities to help make a difference in their local communities. Foresters Care leverages the power and potential of social media so members can share their success stories and motivate each other to get involved in Foresters member benefits, helping those in need. In 2025, over 1,933 grants were issued provided over $382,381 in funding to this program in the US. The resulted in thousands of members engaged in the Foresters purpose.
  Expenses $382,381 · grants $382,381
• The Branch Matching and Fraternal Funding program was introduced in 2022 with the objective of providing annual funding to Branch Councils allowing them to organize activities to help local communities in need. The objective of the Fraternal Funding Program is to provide annual funding at a Regional level to support the ability to connect and socialize with other members within their Region. In 2025, Foresters allocated $29,703 in funding to the Branch Matching - Fraternal Funding program across the three US regions.
  Expenses $29,703 · grants $29,703

What it must file and when

IRS records say it files Group return. Included in a group return filed by its parent. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

IRS record

EIN

98-1103828

Tax-exempt status

501(c)(8): Fraternal beneficiary society

Exempt since

1966

Accounting year ends

December

Files

Group return

Group exemption

1783: INDEPENDENT ORDER OF FORESTERS

Assets (IRS master file)

$1,029,561

Income (IRS master file)

$1,192

Filing history

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 98-1103828).

Questions about INDEPENDENT ORDER OF FORESTERS GROUP RETURN

What is the EIN of INDEPENDENT ORDER OF FORESTERS GROUP RETURN?

The employer identification number (EIN) of INDEPENDENT ORDER OF FORESTERS GROUP RETURN is 98-1103828.

Is INDEPENDENT ORDER OF FORESTERS GROUP RETURN tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(8) since 1966.

Which annual return does INDEPENDENT ORDER OF FORESTERS GROUP RETURN file?

Form Group return. Included in a group return filed by its parent.

When is the next return of INDEPENDENT ORDER OF FORESTERS GROUP RETURN 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 INDEPENDENT ORDER OF FORESTERS GROUP RETURN last file with the IRS?

The latest return in the IRS public files is the 990 for the year ended December 2025.

Who is the principal officer of INDEPENDENT ORDER OF FORESTERS GROUP RETURN?

The 990 for the year ended December 31, 2025 names Rene Zanin.

Who are the officers and directors of INDEPENDENT ORDER OF FORESTERS GROUP RETURN?

The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.

How much revenue does INDEPENDENT ORDER OF FORESTERS GROUP RETURN have?

On its 990 for the year ended December 31, 2025 it reported revenue of $1,192, expenses of $2,154,300 and total assets of $1,029,561 at year end.