The Forbes Funds

The Forbes Funds is a charitable organization in Pittsburgh, Pennsylvania. Its tax id (EIN) is 25-1418095. It was granted tax-exempt status by IRS in June, 1982. For detailed information such as income and other financial data of The Forbes Funds, refer to the following table.


Profile of The Forbes Funds

Organization Name The Forbes Funds
Tax Id (EIN)25-1418095
Address 5 Ppg Pl Ste 250, Pittsburgh, PA 15222-5405
All tax-exempt organizations in zip code 15222
Tax PeriodAssetIncomeRevenue
December, 2012$6,693,102$3,532,126$1,275,435
December, 2013$8,113,735$4,848,177$2,092,585
December, 2014$9,164,369$6,782,027$2,712,149
December, 2015$9,165,582$6,732,817$2,801,520
December, 2016$9,175,202$6,036,167$1,825,461
December, 2017$9,953,099$7,504,732$3,192,549
December, 2018$8,550,482$4,194,540$1,490,105
December, 2019$9,406,238$2,824,924$2,139,922
December, 2020$9,800,019$2,952,061$2,202,842
December, 2021$11,532,180$5,155,162$3,486,741
December, 2022$9,820,078$3,038,606$1,718,199
December, 2023$10,327,800$3,251,434$2,655,431
IRS Exempt Status Ruling Date June, 1982
Exempt Status Unconditional Exemption
Deductibility Contributions are deductible
Organization's purposes,
activities, & operations
Gifts, grants, or loans to other organizations
Foundation Type Organizations operated solely for the benefit of and in conjunction with organizations described in 10 through 16 above. 509(a)(3)
Organization Type Corporation
Organization Classification Charitable Organization
Affiliation Independent - This organization is an independent organization or an independent auxiliary (i.e., not affiliated with a National, Regional, or Geographic grouping of organizations).
Primary Return(s) Required to File 990 (all other) or 990EZ return
Private Foundation Filing Requirement No need to 990-PF return
Asset Range Reported on Form 990$10,000,000 to 49,999,999
Income Range Reported on Form 990$1,000,000 to 4,999,999
Accounting Period 12