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 2024 filing: $155K revenue, $148K expenses, $162K total assets. 8 publicly reported grants to this organization, totaling roughly $60K, appear in IRS filings.

EIN: 831236046 CUPERTINO, CA Latest filing: 2024
Total Revenue$155K
Total Expenses$148K
Total Assets$162K
Grant Records8
Funding Total$60K
Filing Years2020–2024

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
DEVELOPMENT DIRECTOR Ed Cohen
DEVELOPMENT CO-CHAIR Howard Peters
DEVELOPMENT CO-CHAIR John Monroe
SECRETARY Liu-Jen Chu
COMMUNITY RELATIONS Nadja Jackson

Officer compensation and complete director data available with membership.

Top Grant Purposes

HUMAN SERVICES
$35,700 5 grants
For recipient's exempt purpose
$9,500 1 grant
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
2024 $155K $148K $162K
2023 $99K $105K $156K
2022 $95K $28K $162K
2021 $140K $120K $96K
2020 $66K $22K $75K

Between 2020 and 2024, reported annual revenue grew from $66K to $155K (+133%), with total assets most recently reported at $162K.

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

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