Barbara Forst Charitable Trust
Barbara Forst Charitable Trust is a private foundation, based in Glen Gardner, NJ. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $1.1M in total assets. In 2024, it made $7K in qualifying distributions. Net investment income was $38K.
Barbara Forst Charitable Trust at a glance
- Total assets
- $1,145,154
- +4.8% vs 2023
- Revenue (2024)
- $75,435
- +50.9% vs 2023
- Qualifying distributions (2024)
- $6,817
- -90.9% vs 2023
- Expenses (2024)
- $27,527
- -69.8% vs 2023
- Latest 990 filing
- Form 990-PF, 2024 View filing
Data from IRS Form 990-PF, 2024; updated September 2026.
Who Barbara Forst Charitable Trust funds
How this funder distributes its grants
Grant Size Distribution
9 grants across all recorded years
The most common grant size was under $50K: 7 grants of 9 (78%).
Geographic Focus
Where this funder awards grants
Grant Distribution by State
States
Cities
How Barbara Forst Charitable Trust gives
- In 2024 it paid out 10% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
From the foundation's IRS Form 990-PF filings. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2021 to 2023, annual grant giving ranged from $66K (2023) to $117K (2021). In 2023 it made 3 grants totaling $66K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Columbia University Medical Center New York, NY | Charitable Purposes | $50,000 |
| Community Word Project New York, NY | Charitable Purposes | $11,000 |
| Sadie Nash Leadership Project New York, NY | Charitable Purposes | $5,000 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2024 | $1,145,154 | $75,435 | $27,527 | — | — | $6,817 | $38,418 | $65,121 |
| 2023 | $1,092,246 | $49,984 | $91,022 | $66,000 | 3 | $74,880 | $25,145 | $60,263 |
| 2022 | $1,148,866 | $56,263 | $96,282 | $72,500 | 3 | $79,451 | $15,538 | $61,417 |
| 2021 | $1,188,885 | $107,451 | $144,735 | $117,214 | 3 | $123,835 | $37,344 | $70,726 |
| 2020 | $1,226,116 | $69,829 | $16,974 | — | — | — | $23,798 | $64,813 |
Under IRS private-foundation payout rules, Barbara Forst Charitable Trust reported a distributable amount of $65K for 2024 — the minimum it must pay out in qualifying distributions.
Leadership & Key People
Officers and directors from IRS filings
Barbara Forst Charitable Trust's 2024 filing lists 3 officers; all 3 officers listed in 2024 are compensated.
Officers on the 2024 filing
F. Sommers
Trustee
On filings since 2020
2 hrs/week
$4K (2021) → $2K (2024)
Jesse Forst
Trustee
On filings since 2020
$4K (2021) → $4K (2024)
Matthew M. Forst
Trustee
On filings since 2020
2 hrs/week
$4K (2021) → $2K (2024)
Data from IRS Form 990 filings, 2020–2024. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Compensation Overview
From 2024 IRS filing
The highest reported compensation on the 2024 filing was $4K, to Jesse Forst (Trustee). 3 officers or directors reported compensation on that filing.
Frequently asked questions about Barbara Forst Charitable Trust
How large is Barbara Forst Charitable Trust?
Barbara Forst Charitable Trust reported $1.1M in total assets on its 2024 IRS Form 990-PF. It paid out $7K in qualifying distributions that year, against a required minimum of $65K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
Where does Barbara Forst Charitable Trust operate?
Barbara Forst Charitable Trust has awarded grants in New York.
What is Barbara Forst Charitable Trust's EIN?
Barbara Forst Charitable Trust's EIN (Employer Identification Number) is 31-1627706. IRS Form 990 filing data is available on this page for 2020–2024.
Data last updated September 2026. Sourced from IRS Form 990-PF filings.
Data update history
(1)
When this profile's IRS filing data changed on Grantable
- IRS filings on file for fiscal years 2020–2024
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