Form 990 for tax year 2025
Filed by SENIOR CITIZENS FOUNDATION INC.
Totals
- Total revenue
- $497,414
- Total expenses
- $279,690
- Contributions and grants received
- $188
- Grants paid
- $236,017
- Program service revenue
- $0
- Investment income
- $497,226
- Other revenue
- $0
- Total assets, end of year
- $5,789,471
- Total liabilities, end of year
- $62,746
- Net assets or fund balances, end of year
- $5,726,725
- Program services expenses (Part IX)
- $236,017
- Management and general expenses
- $43,673
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $236,017
Program services were 84.4% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1f · All other contributions, gifts and grants
$188
-
3 · Investment income
total $137,472 · excluded $137,472
-
7a · Gross sales of assets other than inventory
securities $1,591,430
-
7b · Less cost or other basis and sales expenses
securities $1,231,676
-
7c · Gain or loss
securities $359,754
-
7d · Net gain or loss
total $359,754 · excluded $359,754
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $236,017 · program services $236,017
-
11f · Fees: investment management
total $39,423 · management and general $39,423
-
24a · Other expenses: OTHER EXPENSE
total $4,250 · management and general $4,250
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $10,069 · end of year $6,153
-
3 · Pledges and grants receivable
beginning of year $11,000 · end of year $11,000
-
11 · Investments: publicly traded securities
beginning of year $5,282,743 · end of year $5,772,318
-
17 · Accounts payable and accrued expenses
beginning of year $17,916
-
18 · Grants payable
end of year $48,105
-
25 · Other liabilities
beginning of year $49,495 · end of year $14,641
-
27 · Net assets without donor restrictions
beginning of year $2,251,625 · end of year $2,472,982
-
28 · Net assets with donor restrictions
beginning of year $2,984,776 · end of year $3,253,743
Mission and programs · 2025
Mission
TO SUPPORT SENIOR CITIZENS, INC DBA FIFTYFORWARD BY ESTABLISHING A PERMANENT ENDOWMENT FUND TO RECEIVE GIFTS OF MONEY AND PROPERTY; INVESTING AND MANAGING THE FUND, AND USING THE FUNDS TO SUPPORT THE MISSION OF FIFTYFORWARD.
Activities or mission (Part I)
RECEIVES CONTRIBUTIONS, INVESTS & MANAGES ENDOWMENT FUNDS TO SUPPORT THE MISSION OF FIFTYFORWARD.
-
FIFTYFORWARD ENDOWMENT MANAGES THE AGENCY'S PERMANENT ENDOWMENT FUNDS, ANNUALLY RETURNING A PORTION OF THE ACCRUED INTEREST TO SENIOR CITIZENS, INC DBA FIFTYFORWARD PROGRAMS AND SUPPORTING ENDOWMENT GROWTH THROUGH EDUCATION AND PLANNED GIVING OPPORTUNITIES AND PROGRAMS. SENIOR CITIZENS, INC DBA FIFTYFORWARD PROVIDES AGING SUPPORT THROUGH CENTERS AND VOLUNTEER PROGRAMS WITH ACTIVITIES SUCH AS RECREATION, EDUCATION AND SOCIALIZATION, AND SUPPORTIVE CARE AGING PROGRAMS WHICH PROMOTE INDEPENDENT LIVING, AGING IN PLACE, HEALTH AND NUTRITION MAINTENANCE FOR SENIOR ADULTS.
Expenses $236,017 · Grants $236,017
As filed on the 2025 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Chris KirkCHRIS KIRK
PRESIDENT
- Total calculated
- $0
- Hours/week
- 1
-
Robin FritzROBIN FRITZ
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Steven BolesSTEVEN BOLES
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
James Jimmy AllenJAMES JIMMY ALLEN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Seawell BrandauSEAWELL BRANDAU
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Patrick CongerPATRICK CONGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Aileen KatcherAILEEN KATCHER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Don GreeneDON GREENE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Rob MalinROB MALIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Wa Pete StringerWA PETE STRINGER
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Barbara MossBARBARA MOSS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
John NavinJOHN NAVIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Emily PlotkinEMILY PLOTKIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Paula RobertsPAULA ROBERTS
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Tracy RodeTRACY RODE
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
-
$236,017
SENIOR CITIZEN ACTIV
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501C3 · SERVICES · TN
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 17 August 2026
- IRS schema version
- 2025v4.0
- Source object
- 202602309349300215
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