Nonprofit · EIN 27-4939712
CASELLI FOUNDATION TRUST
Tax-exempt (reinstated) · RIVERSIDE, CA 92506
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $299,502 | $354,588 | -$55,086 | $3,126,458 | $0 | $3,126,458 |
| December 31, 2023 | 990-PF | $84,091 | $123,317 | -$39,226 | $2,845,577 | $2 | $2,845,575 |
| December 31, 2022 | 990-PF | $6,492 | $121,864 | -$115,372 | $2,634,093 | $0 | $2,634,093 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $26,544
- Net rental income
- $29,827
- Net gain from sales of assets
- $183,776
- Other income
- $9,922
Expenses
- Grants and similar amounts paid
- $228,103
- Disbursements for charitable purposes
- $228,103
- Excise tax on investment income
- $2,674
Balance sheet and other
- Total assets, start of year
- $2,845,577
- Total assets, end of year
- $3,126,458
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,126,458
- Fair market value of assets
- $3,342,512
- Qualifying distributions
- $228,103
- Net investment income
- $289,580
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDY BARKLEY 6772 MAGNOLIA AVE, RIVERSIDE, CA 92506 | Trustee | 2 | $0 |
| BARBARA BARKLEY 6772 MAGNOLIA AVE, RIVERSIDE, CA 92506 | Director | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDY BARKLEY 6772 MAGNOLIA AVE, RIVERSIDE, CA 92506 | Trustee | 2 | $0 |
| BARBARA BARKLEY 6772 MAGNOLIA AVE, RIVERSIDE, CA 92506 | Director | 1 | $0 |
990-PF for the year ended December 31, 2022: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDY BARKLEY 6772 MAGNOLIA AVE, RIVERSIDE, CA 92506 | Trustee | 2 | $11,464 |
| BARBARA BARKLEY 6772 MAGNOLIA AVE, RIVERSIDE, CA 92506 | Director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6772 MAGNOLIA AVE, RIVERSIDE, CA 92506-2908
- In care of
- % RANDY K BARKLWEY
- Signed the 990-PF
- RANDY BARKLEY, Trustee
- Phone
- (951) 684-7011
- Return prepared by
- Teaman Ramirez & Smith Inc
California records
California keeps its own records of charities and corporations. Search them by EIN 27-4939712 or by the name CASELLI FOUNDATION TRUST.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4939712
- 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
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Education (B82)
- Assets (IRS master file)
- $3,126,458
- Income (IRS master file)
- $2,075,106
Revocation and reinstatement
- Exemption revoked
- May 15, 2013
- Posted by the IRS
- August 21, 2019
- Reinstated
- Effective May 15, 2013
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $299,502 | $354,588 | $3,126,458 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $84,091 | $123,317 | $2,845,577 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | $6,492 | $121,864 | $2,634,093 | XML |
| 990-T | December 2022 | – | – | – | 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 27-4939712).
Questions about CASELLI FOUNDATION TRUST
- What is the EIN of CASELLI FOUNDATION TRUST?
- The employer identification number (EIN) of CASELLI FOUNDATION TRUST is 27-4939712.
- Is CASELLI FOUNDATION TRUST tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2013 and reinstated it effective May 15, 2013.
- Are donations to CASELLI FOUNDATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does CASELLI FOUNDATION TRUST file?
- Form 990-PF. Private foundations file every year.
- When is the next return of CASELLI FOUNDATION TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CASELLI FOUNDATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of CASELLI FOUNDATION TRUST?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does CASELLI FOUNDATION TRUST have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $299,502, expenses of $354,588 and total assets of $3,126,458 at year end.
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