Nonprofit · EIN 27-4443546
ALICE V CASTO CHARITABLE TRUST
Tax-exempt · PENNINGTON, NJ 08534
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-PF | $181,022 | $123,165 | $57,857 | $1,961,034 | $0 | $1,961,034 |
| June 30, 2024 | 990-PF | $61,478 | $117,699 | -$56,221 | $1,907,426 | $0 | $1,907,426 |
Financial details: 990-PF for the year ended June 30, 2025
Revenue
- Dividends
- $69,048
- Net gain from sales of assets
- $111,974
Expenses
- Grants and similar amounts paid
- $88,401
- Compensation of officers, directors and key employees
- $33,988
- Disbursements for charitable purposes
- $102,055
- Excise tax on investment income
- $2,214
Balance sheet and other
- Total assets, start of year
- $1,907,426
- Total assets, end of year
- $1,961,034
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,961,034
- Fair market value of assets
- $2,481,430
- Qualifying distributions
- $102,055
- Net investment income
- $179,726
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $33,988 |
990-PF for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A PO BOX 1532, PENNINGTON, NJ 08534 | TRUSTEE | 2 | $30,431 |
Address and contacts
- Address (IRS master file)
- PO BOX 1532, PENNINGTON, NJ 08534-0691
- In care of
- % BANK OF AMERICA NA
- Signed the 990-PF
- BANK OF AMERICA N A, MANAGING DIR
- Phone
- (888) 866-3275
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-PF on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4443546
- 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
- 2011
- Accounting year ends
- June
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $1,961,034
- Income (IRS master file)
- $1,574,826
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | June 2025 | $181,022 | $123,165 | $1,961,034 | XML |
| 990-PF | June 2024 | $61,478 | $117,699 | $1,907,426 | XML |
| 990-PF | June 2023 | – | – | – | IRS |
| 990-PF | June 2022 | – | – | – | IRS |
| 990-PF | June 2021 | – | – | – | 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 27-4443546).
Questions about ALICE V CASTO CHARITABLE TRUST
- What is the EIN of ALICE V CASTO CHARITABLE TRUST?
- The employer identification number (EIN) of ALICE V CASTO CHARITABLE TRUST is 27-4443546.
- Is ALICE V CASTO CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2011.
- Are donations to ALICE V CASTO CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does ALICE V CASTO CHARITABLE TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of ALICE V CASTO CHARITABLE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ALICE V CASTO CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended June 2025.
- Who are the officers and directors of ALICE V CASTO CHARITABLE TRUST?
- The 990-PF for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $33,988 (BANK OF AMERICA N A, TRUSTEE).
- How much revenue does ALICE V CASTO CHARITABLE TRUST have?
- On its 990-PF for the year ended June 30, 2025 it reported revenue of $181,022, expenses of $123,165 and total assets of $1,961,034 at year end.
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