Form 990 for tax year 2023

Totals

Total revenue

$1,351,298

Total expenses

$1,986,734

Contributions and grants received

$1,350,000

Grants paid

$1,986,644

Program service revenue

$0

Investment income

$0

Other revenue

$1,298

Total assets, end of year

$3,226,866

Total liabilities, end of year

$0

Net assets or fund balances, end of year

$3,226,866

Program services expenses (Part IX)

$0

Management and general expenses

$0

Fundraising expenses

$0

Program service expenses (Part III)

$1,986,644

Program services were 0.0% 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.

Mission and programs · 2023

• 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 2023, there were a total of 660 CV events across the U.S., receiving $1,210,990 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 $1,210,990 · Grants $1,210,990

• 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 2023, 342 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 $509,071 in funding, which resulted in thousands of members engaged in Foresters purpose.

  Expenses $509,071 · Grants $509,071

• 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 2023, Foresters allocated $241,006 in funding to this program in the US. The resulted in thousands of members engaged in the Foresters purpose.

  Expenses $241,006 · Grants $241,006

• 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 2023, Foresters allocated $25,578 in funding to the Branch Matching - Fraternal Funding program across the three US regions.

  Expenses $25,577 · Grants $25,577

As filed on the 2023 return.

Listed in Part VII

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

No itemized grants to organizations on this return.

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.

• The Independent Order of Foresters (Parent)

  501(c)8 · Fraternal · CA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Provenance

Return type

form_990

Tax year

2023

Filed

7 May 2024

IRS schema version

2023v5.0

Source object

202411349349301141

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