Civic Intelligence

Barbara Forst Charitable Trust

EIN 31-1627706 • Glen Gardner, NJ

3 American WayGlen Gardner, NJ 08826
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

90th percentile

0.00x

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

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.07x

Higher debt load relative to revenue than 92% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Net Margin

76th percentile

64%

Higher net margin than 76% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

82nd percentile

$4,422

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 5.9% of source-year revenue.

NTEE T20 • $1M-$5M nonprofits • Source year 2024

Asset Growth

61st percentile

4.8%

Faster asset growth than 61% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

51%

Faster revenue growth than 58% of similar nonprofits.

NTEE T20 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets90th percentile

Assets

Down

$1,145,154

Down $43,731 (-3.7%) from 2021

Liabilities

Down

$5,000

Down $10,582 (-68%) from 2021

Net Assets

Down

$1,140,154

Down $33,149 (-2.8%) from 2021

Operations
Liabilities / Revenue92nd percentileNet Margin76th percentile

Revenue

Down

$75,435

Down $32,016 (-30%) from 2021

Expenses

Down

$27,527

Down $117,208 (-81%) from 2021

Net Income

Up

$47,908

Up $85,192 (+228%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$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

2024

Assets$1,145,154
Liabilities$5,000
Net Assets$1,140,154
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

Revenue, expenses, and net income by year, with the latest 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

2024

Revenue$75,435
Expenses$27,527
Net Income$47,908
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,145,154
Liabilities
$5,000
Net assets
$1,140,154
Revenue
$75,435
Expenses
$27,527
Net income
$47,908
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
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
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 13, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JESSE FORSTTrustee-$4,422-$4,422
MATTHEW M FORSTTrustee-$1,658-$1,658
F SOMMERSTrustee-$1,658-$1,658
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
2025-05-13
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 Appendix313 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
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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/ShareholderManagerNm0NONE
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/AppliedToCurrentYearAmt06817
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt065121
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt020947
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt014617
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06330
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt020947
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06817
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt020947
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt037357
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/DisbursementsCharitablePrpsAmt01275
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt09343
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt11660
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2260
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt3402
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt09343
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt11275
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt21660
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3260
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt4402
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt5553
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0351
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt182
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MERRILL LYNCH - 34D66 199A
OtherIncomeSchedule2/OtherIncomeDetail/Desc1MERRILL LYNCH - 26238 199A
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0351
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt182
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0351
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt182
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0DUE TO BARBARA FORST RESIDUARY TRUST
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt05000
TaxesSchedule/TaxesDetail/Amt0267
TaxesSchedule/TaxesDetail/Amt1120
TaxesSchedule/TaxesDetail/Amt25
TaxesSchedule/TaxesDetail/Amt3350
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/NetInvestmentIncomeAmt0267
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1120
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt25
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt3350
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW M FORST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum09175494318
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-13
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/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAYLOR ANDERSON CPA
ReturnHeader/ReturnTs02025-05-14T10:45:37-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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