J M Forrest Charitable Trust is a 501(c)(3) organization based in Dallas, Texas, registered in 1988, with $146,767 in FY2025 revenue. CharityIndex grades it C+.
Revenue (FY2025)
$147K
▲ 4.1% vs prior year
Expenses (FY2025)
$46K
Net assets
$1.4M
Employees
—
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for J M Forrest Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For J M Forrest Charitable Trust: 375 mo reserves · +69% margin earns a B+ on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for J M Forrest Charitable Trust— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For J M Forrest Charitable Trust: 1 of 5 disclosure signals earns a D on this criterion. See the exact thresholds →
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Revenue grew from $88K (FY2014) to $147K (FY2025) across 12 reported years.
Financial snapshot
Operating margin
68.9%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$1.4M
Total liabilities
$0
Net assets
$1.4M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2025 | $146,767▲4.1% | $45,636▼64.6% | $1,426,895▲7.7% | $1,426,895▲7.7% | 990PF |
| 2024 | $140,995▲256% | $128,987▲275% | $1,325,409▲0.8% | $1,325,409▲0.8% | 990PF |
| 2023 | $39,569▲204% | $34,434▼66.8% | $1,314,735▲0.4% | $1,314,735▲0.4% | 990PF |
| 2022 | -$37,992▼113% | $103,592▲11.7% | $1,310,106▼9.7% | $1,310,106▼9.7% | 990PF |
| 2021 | $296,484▲204% | $92,774▲6.5% | $1,451,528▲16.5% | $1,451,528▲16.5% | 990PF |
| 2020 | $97,601▲37.3% | $87,099▲18.9% | $1,246,202▲0.8% | $1,246,202▲0.8% | 990PF |
| 2019 | $71,085▼30.4% | $73,231▼15.5% | $1,235,870▼0.8% | $1,235,870▼0.8% | 990PF |
| 2018 | $102,166▼2.7% | $86,674▲18.3% | $1,245,840▲1.4% | $1,245,840▲1.4% | 990PF |
| 2017 | $104,996▲324% | $73,257▼1.0% | $1,228,268▲1.1% | $1,228,268▲1.1% | 990PF |
| 2016 | -$46,901▼117% | $74,006▼12.4% | $1,214,884▼10.0% | $1,214,884▼10.0% | 990PF |
| 2015 | $279,463▲216% | $84,511▼28.3% | $1,350,454▲17.9% | $1,350,454▲17.9% | 990PF |
| 2014 | $88,402 | $117,818 | $1,145,646 | $1,145,646 | 990PF |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for J M Forrest Charitable Trust (EIN 43-6297830) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.