Barbara Forst Charitable Trust

GLEN GARDNER, NJ EIN: 31-1627706

Barbara Forst Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, 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.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$1.1M

+4.8% YoY

Revenue

$75K

+50.9% YoY

Qualifying Distributions

$7K

-90.9% YoY

Expenses

$28K

-69.8% YoY

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.

About Barbara Forst Charitable Trust

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

New York $256K (100%)

States

New York

Cities

New York

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$1,145,154	$1,092,246	$1,148,866
Revenue	$75,435	$49,984	$56,263
Expenses	$27,527	$91,022	$96,282
Qualifying Distributions	$6,817	$74,880	$79,451
Net Investment Income	$38,418	$25,145	$15,538
Distributable Amount	$65,121	$60,263	$61,417

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 0 recipients in 2024

Grant Size Distribution

9 grants across all recorded years

Giving History

Grant recipients and amounts by year

No grants recorded for 2024.

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
MATTHEW M FORST	TRUSTEE	2	$1,658
F SOMMERS	TRUSTEE	2	$1,658
JESSE FORST	TRUSTEE	—	$4,422

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Barbara Forst Charitable Trust?

Barbara Forst Charitable Trust is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in GLEN GARDNER, NJ. It holds $1.1M in total assets as of 2024.

How large is Barbara Forst Charitable Trust?

As of 2024, Barbara Forst Charitable Trust holds $1.1M in total assets with $75K in annual revenue.

Where does Barbara Forst Charitable Trust operate?

Barbara Forst Charitable Trust has awarded grants in New York.

How much is Barbara Forst Charitable Trust required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Barbara Forst Charitable Trust reported a distributable amount of $65K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

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.