Nonprofit · EIN 85-3810338
CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST
Tax-exempt · BOSTON, MA 02116
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $445,750 | $445,750 | $0 | $20,897,102 | $20,897,002 | $100 |
| December 31, 2023 | 990 | $73,665 | $73,665 | $0 | $19,381,203 | $19,381,103 | $100 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $445,750
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $354,555
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $40,477
- Program services (functional)
- $445,750
Balance sheet and other
- Total assets, start of year
- $19,381,203
- Total assets, end of year
- $20,897,102
- Total liabilities, end of year
- $20,897,002
- Net assets, end of year
- $100
- Publicly traded securities
- $18,465,953
- Net assets without donor restrictions
- $100
- Gross receipts
- $445,750
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2020
- State of legal domicile
- MA
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 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN KLEIN | CHAIR Trustee or director, Officer | 2 | $0 |
| ANN MOY | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| KATHRYN MCHUGH | TREASURER Trustee or director, Officer | 2 | $0 |
| VINCENT O'DONNELL | CLERK Trustee or director, Officer | 1 | $0 |
| TERRANCE WOOLFORK | DIRECTOR Trustee or director | 1 | $0 |
| YVONNE HOLMES | DIRECTOR (UNTIL 10/2024) Trustee or director | 1 | $0 |
| CHU HUANG | DIRECTOR Trustee or director | 1 | $0 |
| VERNON MILLS | DIRECTOR (AS OF 10/2024) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JONATHAN KLEIN | CHAIR Trustee or director, Officer | 2 | $0 |
| ANN MOY | VICE CHAIR Trustee or director, Officer | 1 | $0 |
| KATHRYN MCHUGH | TREASURER Trustee or director, Officer | 2 | $0 |
| VINCENT O'DONNELL | CLERK Trustee or director, Officer | 1 | $0 |
| TERRANCE WOOLFORK | DIRECTOR Trustee or director | 1 | $0 |
| YVONNE HOLMES | DIRECTOR Trustee or director | 1 | $0 |
| CHU HUANG | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 476 TREMONT ST, BOSTON, MA 02116-6309
- Principal officer (990 for 2024)
- JONATHAN KLEIN, 476 TREMONT STREET, BOSTON, MA 02116
- Signed the 990
- JONATHAN KLEIN, CHAIR
- Phone
- (617) 357-8548
- Website
- WWW.CSTOBOSTON.ORG
- Return prepared by
- AAFCPAS INC
Mission
CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST (THE 'TRUST') WAS FORMED TO SUPPORT THE ACTIVITIES OF CASTLE SQUARE TENANTS ORGANIZATION, INC. (CSTO) AS WELL AS OTHER ORGANIZATION'S WHICH ENHANCE THE EDUCATIONAL AND CULTURAL EXPERIENCES, AFFORDABLE HOUSING OR ECONOMIC OPPORTUNITIES FOR LOW INCOME RESIDENTS OF THE SOUTH END AND CHINATOWN NEIGHBORHOODS OF BOSTON AND THE GREATER BOSTON AREA.
Program accomplishments
- THE TRUST'S PRIMARY ACTIVITY WILL BE MAKING GRANTS IN FURTHERANCE OF ITS CHARITABLE PURPOSES. SPECIFICALLY, THE TRUST WILL MAKE GRANTS TO ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER CODE SECTION 501(C)3 WHICH, AS REQUIRED BY THE DECLARATION OF TRUST, INCLUDES THE CASTLE SQUARE TENANTS ORGANIZATION, INC. THE TRUSTEES MAY SELECT ORGANIZATIONS TO RECEIVE GRANTS CONSISTENT WITH THE TRUST'S STATED PURPOSES. THE TRUST WILL MAINTAIN DOCUMENTATION REGARDING ITS APPROVAL OF ANY GRANTS IT MAKES. THE TRUST WILL KEEP STANDARD ACCOUNTING RECORDS RELATING TO THE GRANTS IT MAKES. ALL GRANTS MADE BY THE TRUST SHALL BE SUBJECT TO OVERSIGHT AND REPORTING REQUIREMENTS AS DESCRIBED IN GRANT LETTER AGREEMENT INCLUDED WITH THE APPLICATION.THIS ACTIVITY WILL CONSTITUTE 100% OF THE TRUST'S PLANNED ACTIVITIES.Expenses $445,750 · grants $354,555 · revenue $445,750
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. 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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 85-3810338
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type I
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $20,897,102
- Income (IRS master file)
- $445,750
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $445,750 | $445,750 | $20,897,102 | XML |
| 990 | December 2023 | $73,665 | $73,665 | $19,381,203 | XML |
| 990 | December 2022 | $38,728 | $38,628 | $17,103,886 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-EZ | December 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 85-3810338).
Questions about CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST
- What is the EIN of CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST?
- The employer identification number (EIN) of CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST is 85-3810338.
- Is CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2021.
- Are donations to CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE 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 CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST?
- The 990 for the year ended December 31, 2024 names JONATHAN KLEIN.
- Who are the officers and directors of CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does CASTLE SQUARE TENANTS ORGANIZATION 2020 CHARITABLE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $445,750, expenses of $445,750 and total assets of $20,897,102 at year end.
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