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Nonprofit · EIN 95-6286657

CASTERA GEORGE CHARITABLE TRUST

Tax-exempt · DALLAS, TX 75265

Financials

−$24K$120K2022$76K$139K2023$209K$159K2024
Revenue Expenses · by fiscal year end
Financials of CASTERA GEORGE CHARITABLE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990-PF$209,131$158,964$50,167$2,161,705$0$2,161,705
September 30, 2024990-PF$75,837$138,835-$62,998$2,104,714$0$2,104,714
September 30, 2023990-PF-$23,812$120,089-$143,901$2,098,610$0$2,098,610
Financial details: 990-PF for the year ended September 30, 2025

Revenue

Dividends
$60,075
Net gain from sales of assets
$149,056

Expenses

Grants and similar amounts paid
$120,490
Compensation of officers, directors and key employees
$33,729
Disbursements for charitable purposes
$134,482
Excise tax on investment income
$2,542

Balance sheet and other

Total assets, start of year
$2,104,714
Total assets, end of year
$2,161,705
Total liabilities, end of year
$0
Net assets, end of year
$2,161,705
Fair market value of assets
$2,771,691
Qualifying distributions
$134,482
Net investment income
$206,949

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$33,729
990-PF for the year ended September 30, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$31,102
990-PF for the year ended September 30, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF AMERICA
PO BOX 653067, DALLAS, TX 752653067
TRUSTEE1$28,586

Address and contacts

Address (IRS master file)
PO BOX 653067, DALLAS, TX 75265-3067
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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990-PF on file
2023September 30, 2024February 18, 2025990-PF on file

IRS record

EIN
95-6286657
Exempt since
1900
Accounting year ends
September
Files
Form 990-PF
Category (NTEE)
Education (B40I)
Assets (IRS master file)
$2,161,705
Income (IRS master file)
$507,738

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFSeptember 2025$209,131$158,964$2,161,705XML
990-PFSeptember 2024$75,837$138,835$2,104,714XML
990-PFSeptember 2023-$23,812$120,089$2,098,610XML
990-PFSeptember 2022–––IRS
990-PFSeptember 2021–––IRS
990-PFSeptember 2020–––IRS
990-PFSeptember 2019–––IRS
990-PFSeptember 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 95-6286657).

Questions about CASTERA GEORGE CHARITABLE TRUST

What is the EIN of CASTERA GEORGE CHARITABLE TRUST?
The employer identification number (EIN) of CASTERA GEORGE CHARITABLE TRUST is 95-6286657.
Is CASTERA GEORGE CHARITABLE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt since 1900.
Which annual return does CASTERA GEORGE CHARITABLE TRUST file?
Form 990-PF. Private foundations file every year.
When is the next return of CASTERA GEORGE CHARITABLE TRUST due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CASTERA GEORGE CHARITABLE TRUST last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended September 2025.
Who are the officers and directors of CASTERA GEORGE CHARITABLE TRUST?
The 990-PF for the year ended September 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $33,729 (BANK OF AMERICA, TRUSTEE).
How much revenue does CASTERA GEORGE CHARITABLE TRUST have?
On its 990-PF for the year ended September 30, 2025 it reported revenue of $209,131, expenses of $158,964 and total assets of $2,161,705 at year end.

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