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Nonprofit · EIN 06-1379348

ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND

Tax-exempt · BROOKLYN, OH 44144

Financials

$2K$9K2023$2K$5K2024$8K$5K2025
Revenue Expenses · by fiscal year end
Financials of ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990-PF$8,310$4,779$3,531$63,715$0$63,715
December 31, 2024990-PF$1,702$4,533-$2,831$60,186$0$60,186
December 31, 2023990-PF$2,028$8,583-$6,555$63,067$0$63,067
Financial details: 990-PF for the year ended December 31, 2025

Revenue

Dividends
$2,022
Net gain from sales of assets
$6,009
Other income
$279

Expenses

Grants and similar amounts paid
$1,645
Compensation of officers, directors and key employees
$2,000
Disbursements for charitable purposes
$3,245
Excise tax on investment income
$90

Balance sheet and other

Total assets, start of year
$60,186
Total assets, end of year
$63,715
Total liabilities, end of year
$0
Net assets, end of year
$63,715
Fair market value of assets
$68,490
Qualifying distributions
$3,245
Net investment income
$8,030

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.

NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44114
TRUSTEE1$2,000
990-PF for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
127 PUBLIC SQUARE, CLEVELAND, OH 44144
TRUSTEE1$2,000
990-PF for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK N A
100 PEARL STREET 13TH FLOOR, HARTFORD, CT 06103
TRUSTEE1$2,099

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% TRUST COMPANY OF CT
Signed the 990-PF
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(860) 293-4137
Return prepared by
PWC US TAX LLP

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-PF on file
2024December 31, 2024May 15, 2025990-PF on file
2023December 31, 2023May 15, 2024990-PF on file

IRS record

EIN
06-1379348
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
1994
Accounting year ends
December
Files
Form 990-PF
Assets (IRS master file)
$63,715
Income (IRS master file)
$21,788

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFDecember 2025$8,310$4,779$63,715IRS
990-PFDecember 2024$1,702$4,533$60,186IRS
990-PFDecember 2023$2,028$8,583$63,067XML
990-PFDecember 2022–––IRS
990-PFDecember 2021–––IRS
990-PFDecember 2020–––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 06-1379348).

Questions about ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND

What is the EIN of ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND?
The employer identification number (EIN) of ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND is 06-1379348.
Is ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1994.
Are donations to ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND file?
Form 990-PF. Private foundations file every year.
When is the next return of ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND 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 ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND 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 ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND?
The 990-PF for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $2,000 (KEYBANK N A, TRUSTEE).
How much revenue does ROSE S AND SISTO R CASTALDI SCHOLARSHIP FUND have?
On its 990-PF for the year ended December 31, 2025 it reported revenue of $8,310, expenses of $4,779 and total assets of $63,715 at year end.

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