Nonprofit · EIN 95-4827391
CASTLE FOUNDATION INC
Tax-exempt · PALM DESERT, CA 92261
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $34,246 | $45,395 | -$11,149 | $740,309 | $0 | $740,309 |
| December 31, 2024 | 990-PF | $33,548 | $39,173 | -$5,625 | $746,872 | $1 | $746,871 |
| December 31, 2023 | 990-PF | $30,838 | $46,071 | -$15,233 | $758,097 | $5,601 | $752,496 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $34,206
- Interest
- $24
- Net gain from sales of assets
- -$228
- Other income
- $244
Expenses
- Grants and similar amounts paid
- $35,000
- Disbursements for charitable purposes
- $35,000
- Excise tax on investment income
- $335
Balance sheet and other
- Total assets, start of year
- $746,872
- Total assets, end of year
- $740,309
- Total liabilities, end of year
- $0
- Net assets, end of year
- $740,309
- Fair market value of assets
- $710,284
- Qualifying distributions
- $35,000
- Net investment income
- $34,230
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DORTHY P CASTLE 125 WATERFORD, RANCHO MIRAGE, CA 92270 | CEO | 0 | $0 |
| PATRICIA L BAMFORD 6 HAMTINE COURT, STAFFORD, VA 22554 | SECRETARY | 0 | $0 |
| JENNIFER HAAS 74130 KINGSTON COURT E, PALM DESERT, CA 92211 | CFO | 0 | $0 |
990-PF for the year ended December 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOROTHY P CASTLE 125 WATERFORD, RANCHO MIRAGE, CA 92270 | CEO | 0 | $0 |
| PATRICIA L BAMFORD 6 HAMTINE COURT, STAFFORD, VA 22554 | Secretary | 0 | $0 |
| JENNIFER HAAS 74130 KINGSTON COURT E, PALM DESERT, CA 92211 | CFO | 2 | $0 |
990-PF for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DOROTHY P CASTLE 125 WATERFORD, RANCHO MIRAGE, CA 92270 | CEO | 0 | $0 |
| PATRICIA L BAMFORD 6 HAMTINE COURT, STAFFORD, VA 22554 | Secretary | 0 | $0 |
| JENNIFER HAAS 74130 KINGSTON COURT E, PALM DESERT, CA 92211 | CFO | 2 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4399, PALM DESERT, CA 92261-4399
- In care of
- % DOROTHY P CASTLE
- Signed the 990-PF
- JENNIFER HAAS, CFO
- Phone
- (760) 636-8558
- Return prepared by
- HOLLIDAY CPA
California records
California keeps its own records of charities and corporations. Search them by EIN 95-4827391 or by the name CASTLE FOUNDATION INC.
- 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 | 990-PF 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
- 95-4827391
- 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
- 2001
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T22)
- Assets (IRS master file)
- $740,309
- Income (IRS master file)
- $167,441
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $34,246 | $45,395 | $740,309 | IRS |
| 990-PF | December 2024 | $33,548 | $39,173 | $746,872 | XML |
| 990-PF | December 2023 | $30,838 | $46,071 | $758,097 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-PF | December 2019 | – | – | – | IRS |
| 990-PF | December 2018 | – | – | – | IRS |
| 990-PF | December 2017 | – | – | – | IRS |
| 990-PF | December 2016 | – | – | – | 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 95-4827391).
Questions about CASTLE FOUNDATION INC
- What is the EIN of CASTLE FOUNDATION INC?
- The employer identification number (EIN) of CASTLE FOUNDATION INC is 95-4827391.
- Is CASTLE FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2001.
- Are donations to CASTLE FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CASTLE FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CASTLE FOUNDATION INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASTLE FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of CASTLE FOUNDATION INC?
- The 990-PF for the year ended December 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does CASTLE FOUNDATION INC have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $34,246, expenses of $45,395 and total assets of $740,309 at year end.
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