Nonprofit · EIN 20-4809927
JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION
Tax-exempt · WEST COVINA, CA 91791
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $336,355 | $453,352 | -$116,997 | $1,700,220 | $0 | $1,700,220 |
| December 31, 2023 | 990-PF | $165,873 | $198,748 | -$32,875 | $1,813,674 | $0 | $1,813,674 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $53,978
- Interest
- $3,641
- Net gain from sales of assets
- $278,736
Expenses
- Grants and similar amounts paid
- $403,050
- Compensation of officers, directors and key employees
- $39,950
- Disbursements for charitable purposes
- $446,809
- Excise tax on investment income
- $4,584
Balance sheet and other
- Total assets, start of year
- $1,813,674
- Total assets, end of year
- $1,700,220
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,700,220
- Fair market value of assets
- $2,044,986
- Qualifying distributions
- $446,809
- Net investment income
- $336,355
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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN HERFERT 2144 KINGS CREST DRIVE, WEST COVINA, CA 91791 | Trustee | 5 | $19,975 |
| MIKE TOUHEY 135 E BADILLO ST UNIT 302, COVINA, CA 91723 | Trustee | 5 | $19,975 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MIKE TOUHEY 135 E BADILLO ST 302, COVINA, CA 91723 | TRUSTEE | 5 | $16,975 |
| STEPHEN HERFERT 2144 KINGS CREST DR, WEST COVINA, CA 91790 | TRUSTEE | 5 | $16,975 |
Address and contacts
- Address (IRS master file)
- 2144 E KINGS CREST DR, WEST COVINA, CA 91791-3939
- In care of
- % KATHERINE M CASTUCCI
- Signed the 990-PF
- STEPHEN HERFERT, Trustee
- Phone
- (626) 327-2440
- Return prepared by
- JOYCE ZHU CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 20-4809927 or by the name JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 20-4809927
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,700,220
- Income (IRS master file)
- $1,327,144
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $336,355 | $453,352 | $1,700,220 | IRS |
| 990-PF | December 2023 | $165,873 | $198,748 | $1,813,674 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | 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 20-4809927).
Questions about JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION
- What is the EIN of JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION?
- The employer identification number (EIN) of JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION is 20-4809927.
- Is JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2006.
- Are donations to JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION file?
- Form 990-PF. Private foundations file every year.
- When is the next return of JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $19,975 (STEPHEN HERFERT, Trustee).
- How much revenue does JOSEPH A AND KATHERINE M CASTUCCIFOUNDATION have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $336,355, expenses of $453,352 and total assets of $1,700,220 at year end.
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