Castle Foundation Inc

Rancho Mirage, CA
Tax-exempt since Jan. 2001
EIN: 95-4827391

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Philanthropy, Voluntarism and Grantmaking Foundations / Private Independent Foundations (NTEE)

Donations to this organization are tax deductible.

Revenue

$30.8k (2023)

Expenses

$46.1k (2023)

Total Assets

$758k (2023)

Total Liabilities

$5.6k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$30,838

Expenses

$46,071

Net Income

-$15,233

Net Assets

$752,496

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$25	0.1%
Dividends	$33,169	> 100%
Sales of Assets	-$2,356
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	76.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$758,097
Total Liabilities	$5,601
Net Assets	$752,496

Compensation

Key Employees and Officers	Compensation	Other
Dorothy P Castle (Ceo)	$0	$0
Patricia L Bamford (Secretary)	$0	$0
Jennifer Haas (Cfo)	$0	$0

990-PF

Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$63,708

Expenses

$47,788

Net Income

$15,920

Net Assets

$767,729

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$40,000	62.8%
Interest Revenue	$7	0.0%
Dividends	$24,156	37.9%
Sales of Assets	-$455
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	83.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$767,731
Total Liabilities	$2
Net Assets	$767,729

Compensation

Key Employees and Officers	Compensation	Other
Dorothy P Castle (Ceo)	$0	$0
Patricia L Bamford (Secretary)	$0	$0
Jennifer Haas (Cfo)	$0	$0

990-PF

Filed on June 7, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2021

Revenue

$17,792

Expenses

$44,119

Net Income

-$26,327

Net Assets

$751,809

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$16,767	94.2%
Sales of Assets	$1,024	5.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$40,000	90.7%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$751,809
Total Liabilities	$0
Net Assets	$751,809

Compensation

Key Employees and Officers	Compensation	Other
Dorothy P Castle (Ceo)	$0	$0
Patricia L Bamford (Secretary)	$0	$0
Jennifer Haas (Cfo)	$0	$0

990-PF

Filed on June 6, 2022

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2020

Revenue

$26,084

Expenses

$41,594

Net Income

-$15,510

Net Assets

$778,135

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1	0.0%
Dividends	$25,751	98.7%
Sales of Assets	$332	1.3%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$35,000	84.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$778,136
Total Liabilities	$1
Net Assets	$778,135

Compensation

Key Employees and Officers	Compensation	Other
Dorothy P Castle (Ceo)	$0	$0
Patricia L Bamford (Secretary)	$0	$0
Jennifer Haas (Cfo)	$0	$0

990-PF

Filed on Oct. 28, 2021

Primary tax return for a private foundation's activities, finances, and governance

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XML

Fiscal Year Ending Dec.
2019

Revenue

$23,707

Expenses

$7,362

Net Income

$16,345

Net Assets

$793,645

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6	0.0%
Dividends	$29,111	> 100%
Sales of Assets	$0
Other Income	$12	0.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$793,646
Total Liabilities	$1
Net Assets	$793,645

Compensation

Key Employees and Officers	Compensation	Other
Dorothy P Castle (Ceo)	$0	$0
Patricia L Bamford (Secretary)	$0	$0
Jennifer Haas (Cfo)	$0	$0

990-PF

Filed on Aug. 21, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2018

Revenue

$22,456

Expenses

$48,563

Net Income

-$26,107

Net Assets

$777,301

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$24	0.1%
Dividends	$29,981	> 100%
Sales of Assets	$0
Other Income	$50	0.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$27,000	55.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$777,613
Total Liabilities	$312
Net Assets	$777,301

Compensation

Key Employees and Officers	Compensation	Other
Dorothy P Castle (Ceo)	$0	$0
Patricia L Bamford (Secretary)	$0	$0
Jennifer Haas (Cfo)	$0	$0

990-PF

Filed on Aug. 21, 2020

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$23,518

Expenses

$7,273

Net Income

$16,245

Net Assets

$803,408

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,854	> 100%
Sales of Assets	-$1,336
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$803,720
Total Liabilities	$312
Net Assets	$803,408

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Castle (President)	$0	$0
James Castle (Cfo)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$16,845

Expenses

$56,928

Net Income

-$40,083

Net Assets

$787,520

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$30,018	> 100%
Sales of Assets	-$13,173
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,600	73.1%
Compensation of Officers*	$2,000	3.5%
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$830,015
Total Liabilities	$42,495
Net Assets	$787,520

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Castle (President)	$2,000	$0
James Castle (Cfo)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

$31,643

Expenses

$22,723

Net Income

$8,920

Net Assets

$739,364

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$36,263	> 100%
Sales of Assets	-$4,620
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$16,045	70.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$739,364
Total Liabilities	$0
Net Assets	$739,364

Compensation

Key Employees and Officers	Compensation	Other
Dorothy Castle (President)	$0	$0

990-PF

Filed on Feb. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2014

Revenue

$35,105

Expenses

$14,820

Net Income

$20,285

Net Assets

$730,444

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$35,105	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$10,000	67.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$730,444
Total Liabilities	$0
Net Assets	$730,444

Compensation

Key Employees and Officers	Compensation	Other
James Castle (Secretary)	$0	$0
Dorothy Castle (President)	$0	$0

990-PF

Filed on March 3, 2016

Primary tax return for a private foundation's activities, finances, and governance

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PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$6,851

Expenses

$1,244

Net Income

$5,607

Net Assets

$710,159

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$6,851	100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$710,159
Total Liabilities	$0
Net Assets	$710,159

Compensation

Key Employees and Officers	Compensation	Other
James Castle (Secretary)	$0	$0
Dorothy Castle (President)	$0	$0

990-PF

Filed on Feb. 22, 2016

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$39,661

Expenses

$29,545

Net Income

$10,116

Net Assets

$704,551

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$916	2.3%
Dividends	$31,971	80.6%
Sales of Assets	$6,774	17.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$24,000	81.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$704,552
Total Liabilities	$1
Net Assets	$704,551

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$37,107

Expenses

$46,683

Net Income

-$9,576

Net Assets

$694,435

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$879	2.4%
Dividends	$38,288	> 100%
Sales of Assets	$0
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$41,000	87.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$694,436
Total Liabilities	$1
Net Assets	$694,435

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Castle Foundation Inc

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $30.8k (2023)

Expenses $46.1k (2023)

Total Assets $758k (2023)

Total Liabilities $5.6k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Revenue

$30.8k (2023)

Expenses

$46.1k (2023)

Total Assets

$758k (2023)

Total Liabilities

$5.6k (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
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2009

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
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2001