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Nonprofit · EIN 82-0464641

COSTELLO FAMILY FOUNDATION INC

Tax-exempt · PORTOLA VALLY, CA 94028

Financials

$81K$97K2023$94K$86K2024
Revenue Expenses · by fiscal year end
Financials of COSTELLO FAMILY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990-PF$94,031$86,246$7,785$1,303,961$0$1,303,961
October 31, 2024990-PF$80,631$97,391-$16,760$1,296,177$0$1,296,177
Financial details: 990-PF for the year ended October 31, 2025

Revenue

Dividends
$50,588
Net gain from sales of assets
$43,443

Expenses

Grants and similar amounts paid
$85,000
Disbursements for charitable purposes
$85,125
Excise tax on investment income
$1,307

Balance sheet and other

Total assets, start of year
$1,296,177
Total assets, end of year
$1,303,961
Total liabilities, end of year
$0
Net assets, end of year
$1,303,961
Fair market value of assets
$1,590,572
Qualifying distributions
$85,125
Net investment income
$94,031

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
GEORGE M COSTELLO
2378 Avenida de la Playa, La Jolla, CA 92037
President1$0
PETER W COSTELLO
1236 Los Trancos Rd, Portola Valley, CA 94028
SecTreas2$0
LESLIE A COSTELLO
147 12th St, Del Mar, CA 92014
Vice Pres1$0
990-PF for the year ended October 31, 2024: 3 people
NameTitleHours / weekCompensation
GEORGE M COSTELLO
2378 Avenida de la Playa, La Jolla, CA 92037
President1$0
PETER W COSTELLO
1236 Los Trancos Rd, Portola Valley, CA 94028
SecTreas2$0
LESLIE A COSTELLO
147 12th St, Del Mar, CA 92014
Vice Pres1$0

Address and contacts

Address (IRS master file)
1236 LOS TRANCOS RD, PORTOLA VALLY, CA 94028-8126
In care of
% PETER W COSTELLO
Signed the 990-PF
PETER W COSTELLO, SecretaryTreasurer
Phone
(650) 380-8528

California records

California keeps its own records of charities and corporations. Search them by EIN 82-0464641 or by the name COSTELLO FAMILY FOUNDATION INC.

Attorney General, Registry of Charities and Fundraisers
Registration status and filed reports (CT-TR-1, RRF-1)

What it must file and when

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

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990-PF on file
2023October 31, 2024March 17, 2025990-PF on file

IRS record

EIN
82-0464641
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
1994
Accounting year ends
October
Files
Form 990-PF
Assets (IRS master file)
$1,303,961
Income (IRS master file)
$94,031

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFOctober 2025$94,031$86,246$1,303,961XML
990-PFOctober 2024$80,631$97,391$1,296,177XML
990-PFOctober 2023–––IRS
990-PFOctober 2022–––IRS
990-PFOctober 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 82-0464641).

Questions about COSTELLO FAMILY FOUNDATION INC

What is the EIN of COSTELLO FAMILY FOUNDATION INC?
The employer identification number (EIN) of COSTELLO FAMILY FOUNDATION INC is 82-0464641.
Is COSTELLO FAMILY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to COSTELLO FAMILY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does COSTELLO FAMILY FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of COSTELLO FAMILY FOUNDATION INC due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did COSTELLO FAMILY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended October 2025.
Who are the officers and directors of COSTELLO FAMILY FOUNDATION INC?
The 990-PF for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does COSTELLO FAMILY FOUNDATION INC have?
On its 990-PF for the year ended October 31, 2025 it reported revenue of $94,031, expenses of $86,246 and total assets of $1,303,961 at year end.

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