Civic Intelligence

Castle Foundation Tr

EIN 25-6693748 • Garden City, NY

Pub. 78 EligibleNTEE T20
CO Bessemer1225 Franklin Av 500Garden City, NY 11530
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2022

Liabilities / Revenue

62nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

<$500k nonprofits • Source year 2022

Net Margin

62nd percentile

8.0%

Higher net margin than 62% of similar nonprofits.

<$500k nonprofits • Source year 2022

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

<$500k nonprofits • Source year 2017

Asset Growth

68th percentile

6.7%

Faster asset growth than 68% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2022

Revenue Growth

19th percentile

-45%

Faster revenue growth than 19% of similar nonprofits.

<$500k nonprofits • Annualized from 2019 to 2022

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$245,318

Up $19,038 (+8.4%) from 2023

Liabilities

Up

$16,000

Up $16,000 from 2023

Net Assets

Up

$229,318

Up $3,038 (+1.3%) from 2023

Operations
Liabilities / Revenue62nd percentileNet Margin62nd percentile

Revenue

Up

$21,973

Up $14,657 (+200%) from 2023

Expenses

Up

$18,935

Up $9,761 (+106%) from 2023

Net Income

Up

$3,038

Up $4,896 (+264%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2013: $159,375Liabilities 2013: $0Net Assets 2013: $159,3752013Assets 2015: $190,316Liabilities 2015: $0Net Assets 2015: $190,3162015Assets 2016: $183,971Liabilities 2016: $0Net Assets 2016: $183,9712016Assets 2017: $191,107Liabilities 2017: $0Net Assets 2017: $191,1072017Assets 2018: $183,565Liabilities 2018: $0Net Assets 2018: $183,5652018Assets 2019: $187,899Liabilities 2019: $0Net Assets 2019: $187,8992019Assets 2020: $186,914Liabilities 2020: $0Net Assets 2020: $186,9142020Assets 2021: $227,871Liabilities 2021: $0Net Assets 2021: $227,8712021Assets 2022: $228,136Liabilities 2022: $0Net Assets 2022: $228,1362022Assets 2023: $226,280Liabilities 2023: $0Net Assets 2023: $226,2802023Assets 2024: $245,318Liabilities 2024: $16,000Net Assets 2024: $229,3182024

Highlighted filing

2024

Assets$245,318
Liabilities$16,000
Net Assets$229,318
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2013: $35,082Expenses 2013: $12,627Net Income 2013: $22,4552013Revenue 2015: $21,787Expenses 2015: $22,601Net Income 2015: -$8142015Revenue 2016: $8,039Expenses 2016: $14,384Net Income 2016: -$6,3452016Revenue 2017: $20,150Expenses 2017: $13,014Net Income 2017: $7,1362017Revenue 2018: $10,676Expenses 2018: $18,218Net Income 2018: -$7,5422018Revenue 2019: $20,247Expenses 2019: $15,913Net Income 2019: $4,3342019Revenue 2020: $1,761Expenses 2020: $2,746Net Income 2020: -$9852020Revenue 2021: $43,473Expenses 2021: $2,513Net Income 2021: $40,9602021Revenue 2022: $3,278Expenses 2022: $3,015Net Income 2022: $2632022Revenue 2023: $7,316Expenses 2023: $9,174Net Income 2023: -$1,8582023Revenue 2024: $21,973Expenses 2024: $18,935Net Income 2024: $3,0382024

Highlighted filing

2024

Revenue$21,973
Expenses$18,935
Net Income$3,038
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$245,318
Liabilities
$16,000
Net assets
$229,318
Revenue
$21,973
Expenses
$18,935
Net income
$3,038
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.45$0.16$2.29$0.22$0.19$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.07$0.09$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.03$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.28$0.00$2.28$0.43$0.03$0.41
2020Detailed filing. Detailed filing data is available for this year.$1.87$0.00$1.87$0.02$0.03$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.20$0.16$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.11$0.18$0.08
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.20$0.13$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.08$0.14$0.06
2015Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.22$0.23$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.35$0.13$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 7, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERNESTO J MEJERCo-Trustee-$0--
H BARTON RILEYCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Castle Foundation
EIN
25-6693748
Phone
5165089623
Address
CO BESSEMER1225 FRANKLIN AV 500, GARDEN CITY, NY 11530

Signing Officer

Name
Ernesto J Mejer
Title
Co-trustee
Phone
5165089623
Signed
2025-05-07

Preparer

Firm
Bessemer Trust Co Na
Address
1225 FRANKLIN AVE SUITE 500, GARDEN CITY, NY 11530
Preparer
Yue Sun
Phone
5165089623
Raw XML Appendix288 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt016000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF PENNSYLVANIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC CHARITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03451 WALNUT STREET RM 212
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PHILADELPHIA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0PA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd019104
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt010725
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt08038
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014087
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt018763
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03362
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08038
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt035
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT SERVICES FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt013
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt021
TaxesSchedule/TaxesDetail/Amt0150
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAX ESTIMATES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERNESTO J MEJER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05165089623
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASTLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0256693748
ReturnHeader/Filer/PhoneNum05165089623
ReturnHeader/Filer/USAddress/AddressLine1Txt0CO BESSEMER1225 FRANKLIN AV 500
ReturnHeader/Filer/USAddress/CityNm0GARDEN CITY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd011530
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132792165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BESSEMER TRUST CO NA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01225 FRANKLIN AVE SUITE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0GARDEN CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd011530
ReturnHeader/PreparerPersonGrp/PhoneNum05165089623
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0YUE SUN
ReturnHeader/ReturnTs02025-05-07T16:14:48-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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