Civic Intelligence

Barbara Forst Testamentary Charitable Trust

990PF • Fiscal year 2023 • EIN 31-1627706

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 08, 2024

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

77th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Net Margin

27th percentile

-82%

Higher net margin than 27% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

81st percentile

$2,765

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 5.5% of source-year revenue.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2023

Asset Growth

24th percentile

-4.9%

Faster asset growth than 24% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

39th percentile

-11%

Faster revenue growth than 39% of similar nonprofits.

2023 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets77th percentile

Assets

Down

$1,092,246

Down $96,639 (-8.1%) from 2021

Net Assets

Down

$1,092,246

Down $81,057 (-6.9%) from 2021

Liabilities

Down

$0

Down $15,582 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin27th percentile

Revenue

Down

$49,984

Down $57,467 (-53%) from 2021

Expenses

Down

$91,022

Down $53,713 (-37%) from 2021

Net Income

Down

-$41,038

Down $3,754 (-10%) from 2021

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 2023: $1,092,246Liabilities 2023: $0Net Assets 2023: $1,092,2462023Assets 2024: $1,145,154Liabilities 2024: $5,000Net Assets 2024: $1,140,1542024

Highlighted filing

2023

Assets$1,092,246
Liabilities$0
Net Assets$1,092,246
Open 2023 Filing

Operations Trend

Revenue Growth39th 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 2023: $49,984Expenses 2023: $91,022Net Income 2023: -$41,0382023Revenue 2024: $75,435Expenses 2024: $27,527Net Income 2024: $47,9082024

Highlighted filing

2023

Revenue$49,984
Expenses$91,022
Net Income-$41,038
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 8, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MATTHEW M FORSTTrustee-$2,765-$2,765
F SOMMERSTrustee-$2,765-$2,765
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
2024-11-08
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 Appendix318 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/RecipientUSAddress/ZIPCd110004
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd210036
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt066000
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/AppliedToCurrentYearAmt060263
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt06330
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020947
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt014617
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt06330
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt074880
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt014617
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020947
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt06330
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MERRILL LYNCH ACCOUNT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2COMMISSIONER OF ACCOUNTS
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BOND EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4BANKING FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc5CARRYING VALUE ADJUSTMENT
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc6PENALTIES - N/D
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01280
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt07737
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11660
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2207
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3266
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt07737
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11280
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3207
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4266
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt517
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0119
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1126
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MERRILL LYNCH - 34D66 199A
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MERRILL LYNCH - 26238 199A
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0119
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1126
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0119
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1126
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt015582
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BARBARA FORST RESIDUARY TRUST
TaxesSchedule/TaxesDetail/Amt0426
TaxesSchedule/TaxesDetail/Amt180
TaxesSchedule/TaxesDetail/Amt23
TaxesSchedule/TaxesDetail/Amt3216
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX - MERRILL LYNCH 34D6
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAX - MERRILL LYNCH 2623
TaxesSchedule/TaxesDetail/CategoryTxt2FOREIGN TAX WITHHOLDING
TaxesSchedule/TaxesDetail/CategoryTxt3EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0426
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt180
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt23
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3216
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW M FORST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09175494318
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-08
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/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/PreparationDt02024-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAYLOR ANDERSON CPA
ReturnHeader/ReturnTs02024-11-12T11:59:38-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,092,246
Liabilities
$0
Net assets
$1,092,246
Revenue
$49,984
Expenses
$91,022
Net income
-$41,038
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
2023Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.05$0.09$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