Civic Intelligence

Barbara Forst Testamentary Charitable Trust

990PF • Fiscal year 2020 • EIN 31-1627706

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 11, 2021

Organization Profile
3 American WayGlen Gardner, NJ 08826

(917) 549-4318

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

93rd percentile

0.01x

Higher debt load relative to assets than 93% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

0.22x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Net Margin

82nd percentile

76%

Higher net margin than 82% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

80th percentile

$0

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2020

Asset Growth

46th percentile

-0.7%

Faster asset growth than 46% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

43%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$1,226,116

Down $8,361 (-0.7%) from 2019

Net Assets

Up

$1,210,587

Up $52,855 (+4.6%) from 2019

Liabilities

Down

$15,529

Down $61,216 (-80%) from 2019

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin82nd percentile

Revenue

Up

$69,829

Up $21,155 (+43%) from 2019

Expenses

Down

$16,974

Down $67,732 (-80%) from 2019

Net Income

Up

$52,855

Up $88,887 (+247%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2019: $1,234,477Liabilities 2019: $76,745Net Assets 2019: $1,157,7322019Assets 2020: $1,226,116Liabilities 2020: $15,529Net Assets 2020: $1,210,5872020Assets 2021: $1,188,885Liabilities 2021: $15,582Net Assets 2021: $1,173,3032021Assets 2024: $1,145,154Liabilities 2024: $5,000Net Assets 2024: $1,140,1542024

Highlighted filing

2020

Assets$1,226,116
Liabilities$15,529
Net Assets$1,210,587
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2019: $48,674Expenses 2019: $84,706Net Income 2019: -$36,0322019Revenue 2020: $69,829Expenses 2020: $16,974Net Income 2020: $52,8552020Revenue 2021: $107,451Expenses 2021: $144,735Net Income 2021: -$37,2842021Revenue 2024: $75,435Expenses 2024: $27,527Net Income 2024: $47,9082024

Highlighted filing

2020

Revenue$69,829
Expenses$16,974
Net Income$52,855
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 11, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW M FORSTTrustee-$0--
F SOMMERSTrustee-$0--
JESSE FORSTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Barbara Forst Charitable Trust
EIN
31-1627706
Phone
9175494318
Address
3 AMERICAN WAY, GLEN GARDNER, NJ 08826

Signing Officer

Name
Matthew M Forst
Title
Trustee
Phone
9175494318
Signed
2021-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Anna M Lloyd CPA Pc
Address
732 THIMBLE SHOALS BLVD STE 701, NEWPORT NEWS, VA 23606
Preparer
Anna M Lloyd CPA
Phone
7572239050
Raw XML Appendix349 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1MERRILL LYNCH LONG TERM - SEE STMT
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd008826
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PROJECTS WHICH FURTHER THE ARTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0DECEMBER 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt058607
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt129303
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/Amt229304
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/GrantOrContributionPurposeTxt2CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt0COLUMBIA UNIVERSITY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY WORD PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientBusinessName/BusinessNameLine1Txt2SADIE NASH LEADERSHIP PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt0POF
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt1POF
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientFoundationStatusTxt2POF
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt0630 WEST 168TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt142 BROADWAY 18TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/AddressLine1Txt24 W 43RD STREET SUITE 502
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd010032
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd110004
IRS990PF/SupplementaryInformationGrp/GrantOrContriApprvForFutGrp/RecipientUSAddress/ZIPCd210036
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt0117214
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt09161
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt064813
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09161
IRS990PF/UndistributedIncomeGrp/Taxable2Amt044284
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt064813
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053445
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRILL LYNCH ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2CLERK OF COURTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3COMMISSIONER OF ACCOUNTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BOND EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5CARRYING VALUE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11052
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt279
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt05662
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05662
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt130
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21052
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt479
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0145
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1230
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MERRILL LYNCH - 34D66 199A
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MERRILL LYNCH - 26238 199A
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0145
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1230
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0145
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1230
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt076745
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BARBARA FORST RESIDUARY TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1UNEARNED INCOME
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt015394
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt1135
TaxesSchedule/TaxesDetail/Amt0184
TaxesSchedule/TaxesDetail/Amt193
TaxesSchedule/TaxesDetail/Amt2214
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX - MERRILL LYNCH 34D6
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX - MERRILL LYNCH 2623
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0184
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt193
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2214
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW M FORST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09175494318
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BARBARA FORST CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BARB
ReturnHeader/Filer/EIN0311627706
ReturnHeader/Filer/PhoneNum09175494318
ReturnHeader/Filer/USAddress/AddressLine1Txt03 AMERICAN WAY
ReturnHeader/Filer/USAddress/CityNm0GLEN GARDNER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008826
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270244500
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ANNA M LLOYD CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0732 THIMBLE SHOALS BLVD STE 701
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT NEWS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023606
ReturnHeader/PreparerPersonGrp/PhoneNum07572239050
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANNA M LLOYD CPA
ReturnHeader/ReturnTs02021-11-11T09:20:43-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORST
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,226,116
Liabilities
$15,529
Net assets
$1,210,587
Revenue
$69,829
Expenses
$16,974
Net income
$52,855
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.15$0.01$1.14$0.08$0.03$0.05
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.19$0.02$1.17$0.11$0.14$0.04
2020Detailed filing. Detailed filing data is available for this year.$1.23$0.02$1.21$0.07$0.02$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.08$1.16$0.05$0.08$0.04