Civic Intelligence

Barbara Forst Testamentary Charitable Trust

990PF • Fiscal year 2022 • EIN 31-1627706

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 07, 2023

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

90th percentile

0.01x

Higher debt load relative to assets than 90% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

94th percentile

0.28x

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

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Net Margin

32nd percentile

-71%

Higher net margin than 32% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

80th percentile

$2,402

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2022

Asset Growth

47th percentile

-3.4%

Faster asset growth than 47% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

38th percentile

-48%

Faster revenue growth than 38% of similar nonprofits.

2022 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$1,148,866

Down $40,019 (-3.4%) from 2021

Net Assets

Down

$1,133,284

Down $40,019 (-3.4%) from 2021

Liabilities

Flat

$15,582

Flat from 2021

Revenue And Expenses
Liabilities / Revenue94th percentileNet Margin32nd percentile

Revenue

Down

$56,263

Down $51,188 (-48%) from 2021

Expenses

Down

$96,282

Down $48,453 (-33%) from 2021

Net Income

Down

-$40,019

Down $2,735 (-7.3%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth47th 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 2022: $1,148,866Liabilities 2022: $15,582Net Assets 2022: $1,133,2842022Assets 2024: $1,145,154Liabilities 2024: $5,000Net Assets 2024: $1,140,1542024

Highlighted filing

2022

Assets$1,148,866
Liabilities$15,582
Net Assets$1,133,284
Open 2022 Filing

Operations Trend

Revenue Growth38th 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 2022: $56,263Expenses 2022: $96,282Net Income 2022: -$40,0192022Revenue 2024: $75,435Expenses 2024: $27,527Net Income 2024: $47,9082024

Highlighted filing

2022

Revenue$56,263
Expenses$96,282
Net Income-$40,019
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW M FORSTTrustee-$2,402-$2,402
F SOMMERSTrustee-$2,402-$2,402
JESSE FORSTTrustee-$2,402-$2,402
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
2023-11-07
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 Appendix342 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt05800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt05800
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0MERRILL LYNCH SHORT TERM - SEE STMT.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1MERRILL LYNCH SHORT TERM - SEE STMT.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc2MERRILL LYNCH LONG TERM - SEE STMT.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31203 SHARES AMERICAN AMCAP FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc41480.333 SHARES AMERICAN EURO PACIFI
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc5681 SHARES AMERICAN AMCAP FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt023979
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt111142
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt2107258
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt332702
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt471836
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt512872
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt023755
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt111142
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2111352
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt346372
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt472023
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt526251
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt2PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt3PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt4PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt12022-03
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-224
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt14094
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt213670
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt3187
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt413379
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0609120
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1392965
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0604322
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1418685
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS- CHLOE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1INVESTMENT - CHLOE-SUB
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt018999
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt036188
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0893
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionAmt0183
IRS990PF/AnalysisIncomeProducingActyGrp/OtherInvestmentIncomeGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt020075
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt036188
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt056263
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05800
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt05800
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt020075
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt05082
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt07206
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt072500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt072500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt018999
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt018999
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt018999
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-40019
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0295977
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt0893
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0893
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0893
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt036188
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt015538
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt01151
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt08699
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt09856
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0183
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt0183
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0183
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0920
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0920
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt020075
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt079451
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt09619
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt096282
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt025157
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt056263
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt06951
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt09619
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt023782
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt05082
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-40019
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01133284
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01173303
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01133284
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt061417
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt061417
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt061417
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt061633
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0216
IRS990PF/DistributableAmountGrp/TotalTaxAmt0216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0216
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0216
IRS990PF/FMVAssetsEOYAmt01169788
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01167551
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01127532
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01053755
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01002085
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01023007
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt015582
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt015582
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt05752
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt05752
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0135130
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0146781
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0146781
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01188885
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01148866
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01169788
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt015582
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt015582
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01188885
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01148866
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01173303
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01133284
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01251438
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0147599
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01103839
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt018772
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt061633
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01232666
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01251438
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt12.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt2000.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt12402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt22402
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MATTHEW M FORST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1F SOMMERS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2JESSE FORST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt03 AMERICAN WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1C/O 735 THIMBLE SHOALS BLVD 150
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt270 BATTERY PLACE 704
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GLEN GARDNER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEWPORT NEWS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2NEW YORK CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NJ
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1VA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2NY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd008826
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd123606
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd210280
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt079451
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt079451
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 43
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0HAMPTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0VA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd023669
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0VA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TAYLOR ANDERSON CPA
IRS990PF/StatementsRegardingActyGrp/PhoneNum07577884034
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LETTER DESCRIBING THE PROGRAM WITH PROOF OF TAX EXEMPT STATUS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0MATTHEW FORST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum09085370767
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt03 AMERICAN WAY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GLEN GARDNER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0NJ
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd008826
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PROJECTS WHICH FURTHER THE ARTS.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0DECEMBER 1
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt040500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt113000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt219000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2CHARITABLE PURPOSES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0COLUMBIA UNIVERSITY MEDICAL CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY WORD PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2SADIE NASH LEADERSHIP PROJECT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0POF
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/TotalGrantOrContriPdDurYrAmt072500
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/AppliedToCurrentYearAmt061417
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011704
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt061417
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06330
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06330
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt079451
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06330
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt011704
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/Desc5BANKING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6CARRYING VALUE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc7N/D - PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt052
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11099
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06702
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11660
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2163
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06702
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt152
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21099
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt31660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4163
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5174
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt66
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt075
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1108
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MERRILL LYNCH - 34D66 199A
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MERRILL LYNCH - 26238 199A
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt075
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1108
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt075
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1108
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt015582
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BARBARA FORST RESIDUARY TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt015582
TaxesSchedule/TaxesDetail/Amt0285
TaxesSchedule/TaxesDetail/Amt1116
TaxesSchedule/TaxesDetail/Amt2519
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX - MERRILL LYNCH 34D6
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX - MERRILL LYNCH 2623
TaxesSchedule/TaxesDetail/CategoryTxt2EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0285
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1116
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt2519
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW M FORST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09175494318
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-07
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-12-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAYLOR ANDERSON CPA
ReturnHeader/ReturnTs02023-12-12T12:21:24-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MATTHEW
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FORST
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,148,866
Liabilities
$15,582
Net assets
$1,133,284
Revenue
$56,263
Expenses
$96,282
Net income
-$40,019
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
2022Detailed filing. Detailed filing data is available for this year.$1.15$0.02$1.13$0.06$0.10$0.04
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
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