Civic Intelligence

Barbara Forst Testamentary Charitable Trust

990PF • Fiscal year 2021 • EIN 31-1627706

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

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.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

94th percentile

0.15x

Higher debt load relative to revenue than 94% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Net Margin

23rd percentile

-35%

Higher net margin than 23% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

82nd percentile

$3,592

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 3.3% of source-year revenue.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2021

Asset Growth

24th percentile

-3.0%

Faster asset growth than 24% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

52nd percentile

54%

Faster revenue growth than 52% of similar nonprofits.

2021 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets93rd percentile

Assets

Down

$1,188,885

Down $37,231 (-3.0%) from 2020

Net Assets

Down

$1,173,303

Down $37,284 (-3.1%) from 2020

Liabilities

Up

$15,582

Up $53 (+0.3%) from 2020

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin23rd percentile

Revenue

Up

$107,451

Up $37,622 (+54%) from 2020

Expenses

Up

$144,735

Up $127,761 (+753%) from 2020

Net Income

Down

-$37,284

Down $90,139 (-171%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth24th 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

2021

Assets$1,188,885
Liabilities$15,582
Net Assets$1,173,303
Open 2021 Filing

Operations Trend

Revenue Growth52nd 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

2021

Revenue$107,451
Expenses$144,735
Net Income-$37,284
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW M FORSTTrustee-$3,592-$3,592
F SOMMERSTrustee-$3,592-$3,592
JESSE FORSTTrustee-$3,592-$3,592
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
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Taylor Anderson CPA Pc
Address
PO BOX 43, HAMPTON, VA 23669
Preparer
Taylor Anderson CPA
Phone
7577884034
Raw XML Appendix333 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2POF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0630 WEST 168TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt142 BROADWAY 18TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt24 W 43RD STREET SUITE 502
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010032
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd110004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210036
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0117214
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/AppliedToCurrentYearAmt059022
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt064813
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt070726
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0123835
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt011704
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt064813
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/DisbursementsCharitablePrpsAmt032
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11089
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07141
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11660
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2615
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07141
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt132
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21089
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4615
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0103
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1131
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MERRILL LYNCH - 34D66 199A
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MERRILL LYNCH - 26238 199A
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0103
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1131
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0103
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1131
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt015394
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt1135
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BARBARA FORST RESIDUARY TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc1UNEARNED INCOME
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt015582
TaxesSchedule/TaxesDetail/Amt0131
TaxesSchedule/TaxesDetail/Amt1246
TaxesSchedule/TaxesDetail/Amt2331
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX - MERRILL LYNCH 34D6
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX - MERRILL LYNCH 2623
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0131
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1246
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2331
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW M FORST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09175494318
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-11
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/PreparerFirmEIN0872898278
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TAYLOR ANDERSON CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 43
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HAMPTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0VA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd023669
ReturnHeader/PreparerPersonGrp/PhoneNum07577884034
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAYLOR ANDERSON CPA
ReturnHeader/ReturnTs02022-11-15T09:52:17-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORST
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,188,885
Liabilities
$15,582
Net assets
$1,173,303
Revenue
$107,451
Expenses
$144,735
Net income
-$37,284
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
2021Detailed filing. Detailed filing data is available for this year.$1.19$0.02$1.17$0.11$0.14$0.04
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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