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Nonprofit · EIN 20-2727759

CASTANEA FOUNDATION INC

Tax-exempt · MONTPELIER, VT 05601

Financials

$10K$849K2022$187K$56K2023$153K$60K2024−$36K$561K2025
Revenue Expenses · by fiscal year end
Financials of CASTANEA FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2026990-PF-$36,293$561,209-$597,502$5,067,257$28,128$5,039,129
March 31, 2025990-PF$152,849$60,070$92,779$5,652,631$16,000$5,636,631
March 31, 2024990-PF$187,364$55,752$131,612$5,562,102$18,250$5,543,852
March 31, 2023990-PF$9,938$848,809-$838,871$5,431,583$19,343$5,412,240
Financial details: 990-PF for the year ended March 31, 2026

Revenue

Dividends
$20,487
Interest
$130,172
Other income
-$186,952

Expenses

Grants and similar amounts paid
$500,000
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$543,041

Balance sheet and other

Total assets, start of year
$5,652,631
Total assets, end of year
$5,067,257
Total liabilities, end of year
$28,128
Net assets, end of year
$5,039,129
Fair market value of assets
$5,067,257
Qualifying distributions
$543,041
Net investment income
-$27,686

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 March 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
WALLACE TAPIA
100 STATE STREET 510, MONTPELIER, VT 05601
SECRETARY2$0
AUSTIN D HART
100 STATE STREET 510, MONTPELIER, VT 05601
TREASURER2$0
MEGAN CAMP
100 STATE STREET 510, MONTPELIER, VT 05601
PRESIDENT2$0
990-PF for the year ended March 31, 2025: 3 people
NameTitleHours / weekCompensation
WALLACE TAPIA
100 STATE STREET 510, MONTPELIER, VT 05601
SECRETARY2$0
AUSTIN D HART
100 STATE STREET 510, MONTPELIER, VT 05601
TREASURER2$0
MEGAN CAMP
100 STATE STREET 510, MONTPELIER, VT 05601
PRESIDENT2$0
990-PF for the year ended March 31, 2024: 3 people
NameTitleHours / weekCompensation
WALLACE TAPIA
100 STATE STREET 510, MONTPELIER, VT 05601
SECRETARY2$0
AUSTIN D HART
100 STATE STREET 510, MONTPELIER, VT 05601
TREASURER2$0
MEGAN CAMP
100 STATE STREET 510, MONTPELIER, VT 05601
PRESIDENT2$0
990-PF for the year ended March 31, 2023: 3 people
NameTitleHours / weekCompensation
WALLACE TAPIA
100 STATE STREET 510, MONTPELIER, VT 05601
SECRETARY2$0
AUSTIN D HART
100 STATE STREET 510, MONTPELIER, VT 05601
TREASURER2$0
MEGAN CAMP
100 STATE STREET 510, MONTPELIER, VT 05601
PRESIDENT2$0

Address and contacts

Address (IRS master file)
PO BOX 64, MONTPELIER, VT 05601-0064
In care of
% DINSE KNAPP & MCANDREW PC
Signed the 990-PF
WALLACE W TAPIA CPA, SECRETARY & AUTHORIZED TAX OFF
Phone
(978) 257-1826
Return prepared by
EISNER ADVISORY GROUP LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026990-PF on file
2024March 31, 2025August 15, 2025990-PF on file
2023March 31, 2024August 15, 2024990-PF on file

IRS record

EIN
20-2727759
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private operating foundation
Donations deductible (Pub 78)
Private operating foundation, 50% limit
Exempt since
2005
Accounting year ends
March
Files
Form 990-PF
Category (NTEE)
Environment (C34)
Assets (IRS master file)
$5,067,257

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFMarch 2026-$36,293$561,209$5,067,257XML
990-PFMarch 2025$152,849$60,070$5,652,631XML
990-PFMarch 2024$187,364$55,752$5,562,102XML
990-TMarch 2024–––IRS
990-PFMarch 2023$9,938$848,809$5,431,583XML
990-TMarch 2023–––IRS
990-PFMarch 2022–––IRS
990-TMarch 2022–––IRS
990-PFMarch 2021–––IRS
990-TMarch 2021–––IRS
990-PFMarch 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 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 (search EIN 20-2727759).

Questions about CASTANEA FOUNDATION INC

What is the EIN of CASTANEA FOUNDATION INC?
The employer identification number (EIN) of CASTANEA FOUNDATION INC is 20-2727759.
Is CASTANEA FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
Are donations to CASTANEA FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private operating foundation, 50% limit).
Which annual return does CASTANEA FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of CASTANEA FOUNDATION INC due?
The return for tax year 2026 (the year ending March 31, 2027) is due August 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CASTANEA FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended March 2026.
Who are the officers and directors of CASTANEA FOUNDATION INC?
The 990-PF for the year ended March 31, 2026 lists 3 people; 0 received compensation from the organization.
How much revenue does CASTANEA FOUNDATION INC have?
On its 990-PF for the year ended March 31, 2026 it reported revenue of -$36,293, expenses of $561,209 and total assets of $5,067,257 at year end.

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