Nonprofit · EIN 47-1716810
THEODORE J FORSTMANN CHARITABLE TRUST
Tax-exempt · NEW YORK, NY 10020
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $831,063 | $10,512,540 | -$9,681,477 | $15,754,004 | $0 | $15,754,004 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $831,063
Expenses
- Grants and similar amounts paid
- $10,222,211
- Compensation of officers, directors and key employees
- $34,715
- Disbursements for charitable purposes
- $10,443,565
- Excise tax on investment income
- $11,010
Balance sheet and other
- Total assets, start of year
- $25,435,481
- Total assets, end of year
- $15,754,004
- Total liabilities, end of year
- $0
- Net assets, end of year
- $15,754,004
- Fair market value of assets
- $15,754,004
- Qualifying distributions
- $10,443,565
- Net investment income
- $831,063
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 |
|---|---|---|---|
| BESSEMER TRUST COMPANY NA 1271 AVE OF THE AMERICAS 42 FL, NEW YORK, NY 10020 | CO-TRUSTEE | 40 | $34,715 |
| MARGOT MCGINNESS C/O BESSEMER TR 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020 | CO-TRUSTEE | 12 | $0 |
| KATHLEEN BRODERICK C/O BESSEMER TR 1271 AVE OF THE, AMERICAS 42 FL, NEW YORK, NY 10020 | CO-TRUSTEE | 12 | $0 |
Address and contacts
- Address (IRS master file)
- 1271 AVENUE OF THE AMERICAS FL 42, NEW YORK, NY 10020-1401
- In care of
- % BESSEMER TRUST
- Signed the 990-PF
- MARIANELA MELEXENIS, CO-TRUSTEE
- Phone
- (516) 508-9623
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
- 47-1716810
- 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
- 2015
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $15,754,004
- Income (IRS master file)
- $831,063
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | – | – | – | IRS |
| 990-PF | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $703,020 | $19,969,248 | $41,000,417 | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about THEODORE J FORSTMANN CHARITABLE TRUST
- What is the EIN of THEODORE J FORSTMANN CHARITABLE TRUST?
- The employer identification number (EIN) of THEODORE J FORSTMANN CHARITABLE TRUST is 47-1716810.
- Is THEODORE J FORSTMANN CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to THEODORE J FORSTMANN CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does THEODORE J FORSTMANN CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of THEODORE J FORSTMANN CHARITABLE TRUST 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 THEODORE J FORSTMANN CHARITABLE TRUST 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 THEODORE J FORSTMANN CHARITABLE TRUST?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 1 received compensation from the organization, the highest $34,715 (BESSEMER TRUST COMPANY NA, CO-TRUSTEE).
- How much revenue does THEODORE J FORSTMANN CHARITABLE TRUST have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $831,063, expenses of $10,512,540 and total assets of $15,754,004 at year end.
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