Small Public Charity

FORUM CHARITABLE FUND FKA FORUM HEALTH FUND

FORUM CHARITABLE FUND FKA FORUM HEALTH FUND is a Small Public Charity headquartered in CUPERTINO, CA. Financial data from the 2025 filing: $190K revenue, $112K expenses, $240K total assets. 9 publicly reported grants to this organization, totaling roughly $75K, appear in IRS filings.

EIN: 831236046 CUPERTINO, CA Human Service Organizations NTEE: P20 Latest filing: 2025
Total Revenue$190K
Total Expenses$112K
Total Assets$240K
Grant Records9
Funding Total$75K
Filing Years2021–2025

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.

Officers & Directors

GRANTS CHAIR Catherine Cotter
DIRECTOR Ed Cohen
DEVELOPMENT DIRECTOR Howard Peters
PRESIDENT John Monroe
SECRETARY Liu-Jen Chu
DIRECTOR Minh Le

Officer compensation and complete director data available with membership.

Top Grant Purposes

HUMAN SERVICES
$35,700 5 grants
FOR RECIPIENT'S EXEMPT PURPOSE
$24,400 2 grants
For recipient's exempt purpose
$9,500 1 grant
For grant recipient's exempt purposes
$5,150 1 grant

Financial Trends

Year Revenue Expenses Assets
2025 $190K $112K $240K
2024 $155K $148K $162K
2023 $99K $105K $156K
2022 $95K $28K $162K
2021 $140K $120K $96K

Between 2021 and 2025, reported annual revenue grew from $140K to $190K (+35%), with total assets most recently reported at $240K.

Interactive year-over-year charts and full filing details available with membership.

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