Nonprofit · EIN 31-1627706
BARBARA FORST TESTAMENTARY CHARITABLE TRUST
Also known as CHLOE
Tax-exempt · GLEN GARDNER, NJ 08826
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $75,435 | $27,527 | $47,908 | $1,145,154 | $5,000 | $1,140,154 |
| December 31, 2023 | 990-PF | $49,984 | $91,022 | -$41,038 | $1,092,246 | $0 | $1,092,246 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $30,258
- Interest
- $2,008
- Net gain from sales of assets
- $42,736
- Other income
- $433
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $7,738
- Disbursements for charitable purposes
- $6,817
- Excise tax on investment income
- $534
Balance sheet and other
- Total assets, start of year
- $1,092,246
- Total assets, end of year
- $1,145,154
- Total liabilities, end of year
- $5,000
- Net assets, end of year
- $1,140,154
- Fair market value of assets
- $1,387,379
- Qualifying distributions
- $6,817
- Net investment income
- $50,837
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JESSE FORST 370 1/2 PACIFIC STREET, BROOKLYN, NY 11217 | TRUSTEE | 0 | $4,422 |
| MATTHEW M FORST 3 AMERICAN WAY, GLEN GARDNER, NJ 08826 | TRUSTEE | 2 | $1,658 |
| F SOMMERS C/O 735 THIMBLE SHOALS BLVD 150, NEWPORT NEWS, VA 23606 | TRUSTEE | 2 | $1,658 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW M FORST 3 AMERICAN WAY, GLEN GARDNER, NJ 08826 | TRUSTEE | 1.5 | $2,765 |
| F SOMMERS C/O 735 THIMBLE SHOALS BLVD 150, NEWPORT NEWS, VA 23606 | TRUSTEE | 2 | $2,765 |
| JESSE FORST 370 1/2 PACIFIC STREET, BROOKLYN, NY 11217 | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3 AMERICAN WAY, GLEN GARDNER, NJ 08826-3110
- In care of
- % HARRY J WARTHEN III
- Signed the 990-PF
- MATTHEW M FORST, TRUSTEE
- Phone
- (917) 549-4318
- Return prepared by
- TAYLOR ANDERSON CPA PC
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 31-1627706
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $1,145,154
- Income (IRS master file)
- $191,311
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $75,435 | $27,527 | $1,145,154 | IRS |
| 990-PF | December 2023 | $49,984 | $91,022 | $1,092,246 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 31-1627706).
Questions about BARBARA FORST TESTAMENTARY CHARITABLE TRUST
- What is the EIN of BARBARA FORST TESTAMENTARY CHARITABLE TRUST?
- The employer identification number (EIN) of BARBARA FORST TESTAMENTARY CHARITABLE TRUST is 31-1627706.
- Is BARBARA FORST TESTAMENTARY CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
- Are donations to BARBARA FORST TESTAMENTARY CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BARBARA FORST TESTAMENTARY CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BARBARA FORST TESTAMENTARY CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARBARA FORST TESTAMENTARY CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of BARBARA FORST TESTAMENTARY CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2024 lists 3 people; 3 received compensation from the organization, the highest $4,422 (JESSE FORST, TRUSTEE).
- How much revenue does BARBARA FORST TESTAMENTARY CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $75,435, expenses of $27,527 and total assets of $1,145,154 at year end.
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