Civic Intelligence

Castle Foundation 94302320

990PF • Fiscal year 2024 • EIN 87-6117177

Jul 01, 2023 to Jun 30, 2024 • Filed on Nov 15, 2024

Organization Profile
US Bank Na PO Box 2043Milwaukee, WI 53201

(503) 464-3578

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

33rd percentile

0.00x

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

2024 filings • $1M-$5M nonprofits • Source year 2024

Net Margin

74th percentile

24%

Higher net margin than 74% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

59th percentile

$47,301

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 61.4% of source-year revenue.

2024 filings • $1M-$5M nonprofits • Source year 2024

Asset Growth

41st percentile

0.7%

Faster asset growth than 41% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

101%

Faster revenue growth than 87% of similar nonprofits.

2024 filings • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$3,081,506

Up $20,365 (+0.7%) from 2023

Net Assets

Up

$3,081,506

Up $20,365 (+0.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin74th percentile

Revenue

Up

$77,079

Up $38,787 (+101%) from 2023

Expenses

Up

$58,338

Up $4,505 (+8.4%) from 2023

Net Income

Up

$18,741

Up $34,282 (+221%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2012: $3,154,298Liabilities 2012: $02012Assets 2013: $3,287,197Liabilities 2013: $02013Assets 2014: $3,321,576Liabilities 2014: $02014Assets 2015: $3,406,062Liabilities 2015: $02015Assets 2019: $3,276,935Liabilities 2019: $02019Assets 2020: $3,085,558Liabilities 2020: $02020Assets 2021: $3,191,478Liabilities 2021: $0Net Assets 2021: $3,191,4782021Assets 2022: $3,075,204Liabilities 2022: $0Net Assets 2022: $3,075,2042022Assets 2023: $3,061,141Liabilities 2023: $0Net Assets 2023: $3,061,1412023Assets 2024: $3,081,506Liabilities 2024: $0Net Assets 2024: $3,081,5062024

Highlighted filing

2024

Assets$3,081,506
Liabilities$0
Net Assets$3,081,506
Open 2024 Filing

Operations Trend

Revenue Growth87th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KRevenue 2012: $143,495Expenses 2012: $206,231Net Income 2012: -$62,7362012Revenue 2013: $361,237Expenses 2013: $228,338Net Income 2013: $132,8992013Revenue 2014: $267,369Expenses 2014: $232,990Net Income 2014: $34,3792014Revenue 2015: $228,059Expenses 2015: $143,573Net Income 2015: $84,4862015Revenue 2019: $301,511Expenses 2019: $151,351Net Income 2019: $150,1602019Revenue 2020: $131,193Expenses 2020: $322,948Net Income 2020: -$191,7552020Revenue 2021: $245,648Expenses 2021: $141,330Net Income 2021: $104,3182021Revenue 2022: $217,370Expenses 2022: $335,461Net Income 2022: -$118,0912022Revenue 2023: $38,292Expenses 2023: $53,833Net Income 2023: -$15,5412023Revenue 2024: $77,079Expenses 2024: $58,338Net Income 2024: $18,7412024

Highlighted filing

2024

Revenue$77,079
Expenses$58,338
Net Income$18,741
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Nov 15, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay59th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
us bank national associationTrusteePT$47,301-$47,301
Filing and Contact Details

Filer

Filer Name
Castle Foundation
EIN
87-6117177
Address
US BANK NA PO BOX 2043, MILWAUKEE, WI 53201

Signing Officer

Name
CAROLYN O'MALLEY
Title
Trust Tax Officer
Signed
2024-11-15
Discuss with paid preparer
Yes

Preparer

Firm
King & McCleary LLC
Address
240 W Main Street, American Fork, UT 84003
Preparer
Matthew O Mccleary
Phone
8017562915
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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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11SHIONOGI CO
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12SYSMEX CORP
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13TENCENT HLDGS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14YANDEX NV
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15VANGUARD REAL ESTATE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16WOODSIDE PETROLEUM LTD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17ISHARES MBS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18CLASS ACTION SETTLEMENTS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22024-06-07
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142024-02-09
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162024-01-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172024-05-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182024-06-30
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-16597
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-1092
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt018741
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01624
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03081506
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03061141
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03081506
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0171073
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0171073
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0171073
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0171726
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0653
IRS990PF/DistributableAmountGrp/TotalTaxAmt0653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01768
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt01115
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0653
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01768
IRS990PF/FMVAssetsEOYAmt03780826
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03061141
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt03081506
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt013
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01093
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01093
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01172648
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01172648
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt01068600
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01681220
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt01703539
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt02511495
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0132954
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0133402
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0128814
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt074306
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt070824
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt070824
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03061141
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03081506
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03780826
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03061141
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03081506
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03061141
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03081506
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03486825
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt058006
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03428819
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052302
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0171726
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03434523
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03486825
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt05.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt047301
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0us bank national association
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0po box 3168
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0portland
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0OR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd097204
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt011667
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt011667
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 2043
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MILWAUKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0WI
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd0532012043
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0UT
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum05034643578
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WRITTEN APPLICATION SETTING FORTH APPLICANT'S PUBLIC CHARITY STATUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SONGA CORBIN
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05032754327
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0170 SOUTH MAIN STREET SUITE 600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0SALT LAKE CITY
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0UT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd084101
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PUBLIC CHARITIES, SOME PREFERENCE TO THOSE PERFORMING ACTIVITIES WITHIN THE STATE OF UTAH.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt011667
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0171073
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt026816
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt026816
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt026816
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011667
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt026816
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0132590
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01624
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0PRIOR PERIOD ADJUSTMENT
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0360
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt15508
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2391
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT EXPENSES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1MANAGEMENT FEE
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt072
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt11102
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt278
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0288
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt14406
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt2313
TaxesSchedule/TaxesDetail/Amt01672
TaxesSchedule/TaxesDetail/Amt1406
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1STATE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0334
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt181
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01338
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1325
ReturnHeader/BuildTS02024-10-15 13:58:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROLYN O'MALLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Tax Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CASTLE FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO CAROLYN OMALLEY
ReturnHeader/Filer/BusinessNameControlTxt0CAST
ReturnHeader/Filer/EIN0876117177
ReturnHeader/Filer/USAddress/AddressLine1Txt0US BANK NA PO BOX 2043
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053201
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0King & McCleary LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0240 W Main Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0American Fork
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,081,506
Liabilities
$0
Net assets
$3,081,506
Revenue
$77,079
Expenses
$58,338
Net income
$18,741
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.08$0.06$0.02
2023Detailed filing. Detailed filing data is available for this year.$3.06$0.00$3.06$0.04$0.05$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.22$0.34$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.19$0.00$3.19$0.25$0.14$0.10
2020Summary only. Only limited summary data is available for this year.$3.09$0.00$0.13$0.32$0.19
2019Summary only. Only limited summary data is available for this year.$3.28$0.00$0.30$0.15$0.15
2015Summary only. Only limited summary data is available for this year.$3.41$0.00$0.23$0.14$0.08
2014Summary only. Only limited summary data is available for this year.$3.32$0.00$0.27$0.23$0.03
2013Summary only. Only limited summary data is available for this year.$3.29$0.00$0.36$0.23$0.13
2012Summary only. Only limited summary data is available for this year.$3.15$0.00$0.14$0.21$0.06