Civic Intelligence

Castle Foundation Tr

990PF • Fiscal year 2016 • EIN 25-6693748

Jan 01, 2016 to Dec 31, 2016 • Filed on May 12, 2017

Organization Profile
C/O Bessemer Trust 630 Fifth AvenueNew York, NY 10111

(516) 508-9623

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

56th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

8th percentile

-79%

Higher net margin than 8% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2016

Asset Growth

39th percentile

-3.3%

Faster asset growth than 39% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

7th percentile

-63%

Faster revenue growth than 7% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$183,971

Down $6,345 (-3.3%) from 2015

Net Assets

Down

$183,971

Down $6,345 (-3.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin8th percentile

Revenue

Down

$8,039

Down $13,748 (-63%) from 2015

Expenses

Down

$14,384

Down $8,217 (-36%) from 2015

Net Income

Down

-$6,345

Down $5,531 (-679%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$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

2016

Assets$183,971
Liabilities$0
Net Assets$183,971
Open 2016 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$8,039
Expenses$14,384
Net Income-$6,345
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 12, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
ERNESTO J MEJERCo-Trustee-$0--
PHILIP C TIMONCo-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Castle Foundation
EIN
25-6693748
Phone
5165089623
Address
C/O BESSEMER TRUST 630 FIFTH AVENUE, NEW YORK, NY 10111

Signing Officer

Name
Ernesto J Mejer
Title
Co-trustee
Phone
5165089623
Signed
2017-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Bessemer Trust
Address
630 FIFTH AVENUE, NEW YORK, NY 10111-0333
Preparer
Kevin Barry
Phone
5165089623
Raw XML Appendix341 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/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0PA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05165089623
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt011650
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/TotalGrantOrContriPdDurYrAmt011650
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/AppliedToCurrentYearAmt09625
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09625
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt02394
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt08382
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt03686
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt02218
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01284
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01284
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt021416
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04736
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt02394
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt08382
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt03686
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt02218
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014361
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04736
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt022700
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt017964
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0KENNETH AND HAZEL ROE FOUNDATION
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0C/O BESSEMER TRUST CO 630 FIFTH AVE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0NEW YORK
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0NY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd010111
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt04750
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FUNDRAISER EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0200
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0200
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt034
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT SERVICES FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt011
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt013
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ERNESTO J MEJER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05165089623
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASTLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0256693748
ReturnHeader/Filer/PhoneNum05165089623
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BESSEMER TRUST 630 FIFTH AVENUE
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010111
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId03B995E20AF7E6202DDDE6C7E1E87FA0BAEB2F0D7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId03B995E20AF7E6202DDDE6C7E1E87FA0BAEB2F0D7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0198.160.35.2
ReturnHeader/FilingSecurityInformation/IPDt02017-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm013:22:03
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0132792165
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BESSEMER TRUST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0630 FIFTH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0101110333
ReturnHeader/PreparerPersonGrp/PhoneNum05165089623
ReturnHeader/PreparerPersonGrp/PreparationDt02017-04-26
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN BARRY
ReturnHeader/ReturnTs02017-05-12T13:11:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$183,971
Liabilities
$0
Net assets
$183,971
Revenue
$8,039
Expenses
$14,384
Net income
-$6,345
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