Nonprofit · EIN 45-3014394
FOREST FOUNDATION
Tax-exempt · MADISON, WI 53703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $189,763 | $215,847 | -$26,084 | $2,336,295 | $1,198 | $2,335,097 |
| December 31, 2024 | 990-PF | $244,907 | $210,674 | $34,233 | $2,362,379 | $1,198 | $2,361,181 |
| December 31, 2023 | 990-PF | $178,561 | $191,578 | -$13,017 | $2,328,146 | $1,198 | $2,326,948 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $71,471
- Net gain from sales of assets
- $118,114
- Other income
- $178
Expenses
- Grants and similar amounts paid
- $188,455
- Disbursements for charitable purposes
- $188,455
- Excise tax on investment income
- $2,301
Balance sheet and other
- Total assets, start of year
- $2,362,379
- Total assets, end of year
- $2,336,295
- Total liabilities, end of year
- $1,198
- Net assets, end of year
- $2,335,097
- Fair market value of assets
- $3,031,743
- Qualifying distributions
- $188,455
- Net investment income
- $189,763
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA E KLEIN 110 S HENRY ST 1406, MADISON, WI 53703 | PRESIDENT | 1 | $0 |
| DANIEL A KLEIN 110 S HENRY ST 1406, MADISON, WI 53703 | VICE PRESIDE | 1 | $0 |
| BRANDON KRUEGER 110 S HENRY ST 1406, MADISON, WI 53703 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BARBARA E KLEIN 110 S HENRY ST 1406, MADISON, WI 53703 | PRESIDENT | 1 | $0 |
| DANIEL A KLEIN 110 S HENRY ST 1406, MADISON, WI 53703 | VICE PRESIDE | 1 | $0 |
| BRANDON KRUEGER 110 S HENRY ST 1406, MADISON, WI 53703 | DIRECTOR | 1 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Barbara E Klein 110 S Henry St 1406, Madison, WI 53703 | President | 1 | $0 |
| Daniel A Klein 110 S Henry St 1406, Madison, WI 53703 | Vice President | 1 | $0 |
| Brandon Krueger 110 S Henry St 1406, Madison, WI 53703 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 110 S HENRY ST APT 1406, MADISON, WI 53703-3167
- In care of
- % RONALD KLEIN
- Signed the 990-PF
- BARBARA E KLEIN, PRESIDENT
- Phone
- (608) 238-6830
- Return prepared by
- LUCIDA ADVISORS LLC
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 | 990-PF 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
- 45-3014394
- 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
- 2012
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $2,336,295
- Income (IRS master file)
- $716,468
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $189,763 | $215,847 | $2,336,295 | IRS |
| 990-PF | December 2024 | $244,907 | $210,674 | $2,362,379 | IRS |
| 990-PF | December 2023 | $178,561 | $191,578 | $2,328,146 | 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 45-3014394).
Questions about FOREST FOUNDATION
- What is the EIN of FOREST FOUNDATION?
- The employer identification number (EIN) of FOREST FOUNDATION is 45-3014394.
- Is FOREST FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2012.
- Are donations to FOREST FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FOREST FOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FOREST FOUNDATION due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FOREST FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FOREST FOUNDATION?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does FOREST FOUNDATION have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $189,763, expenses of $215,847 and total assets of $2,336,295 at year end.
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All nonprofits in MADISON · Wisconsin · Philanthropy, voluntarism and grantmaking foundations