Castlerock Foundation Inc
Castlerock Foundation Inc is a private foundation based in Alma, Wisconsin. It makes grants to charitable organizations, including Wisconsin organizations and recipients in other states.
Castlerock Foundation Inc at a glance
In short: Castlerock Foundation Inc gave $39K across 22 grants in 2025 (avg $2K), mostly in Wisconsin. 27% of 2025 grantees were new. Source: 2025 IRS Form 990-PF.
- Annual giving (2025)
- $38,847
- -27.5% vs 2024
- Grants made (2025)
- 22
- -51.1% vs 2024
- Average grant
- $1,766
- +48.2% vs 2024
- Median grant
- $150
- Total assets
- $951,641
- +12.3% vs 2024
- New grantees (estimate)
- 27% first-time grantees (6 of 22, 2025; small sample)
- Primary geography
- Wisconsin (82% of itemized 2025 grant dollars)
- Latest 990 filing
- Form 990-PF, 2025 View filing
Data from IRS Form 990-PF, 2025; updated September 2026. New grantees are estimated by matching recipient names across years (methodology).
How to apply to Castlerock Foundation Inc
- Accepts unsolicited proposals
- No
- How to Apply
-
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations.
- Contact
Mailing address: W1586 Cth Kk, Alma, WI 54610
Phone: (715) 946-3830
Application details from Grantable's research on the foundation's public materials; confirm on its website before applying.
Who Castlerock Foundation Inc funds
How this funder distributes its grants
Top Recipients
Top 10 recipients in 2025
The largest 2025 recipient was Buffalo County Historical Society ($24K). Together the top 10 received $37K.
Grant Size Distribution
231 grants across all recorded years
The most common grant size was under $50K: 229 grants of 231 (99%).
Geographic Focus
Where this funder awards grants
In 2025, 82% of grant dollars went to recipients in Wisconsin, 14% to Minnesota, 3% to Virginia, and 1% to the District of Columbia.
Grant Distribution by State
Share of 2025 grant dollars across all 22 itemized grants.
States
Cities
Is Castlerock Foundation Inc open to new grantees?
27%
first-time grantees, 2025
In 2025, 6 of 22 grantees (27%) were first-time recipients. With only 22 grantees, that is a small sample: one grantee more or less moves the share by about 5 points. First grants averaged $140; repeat grants $2K. How we count
Medians: $125 first-time, $175 repeat.
- 55% of 2025 grantees were also funded in 2024. Method
- Giving fell 61% from 2022 to 2025. Method
- In 2025 it paid out 51% of its IRS minimum distribution (the 5% rule). Foundations have until the end of the next year to meet it. Method
Estimate from itemized grant lists in IRS Form 990-PF filings (2019–2025). Recipient names are matched across years, so a renamed or misspelled grantee can look new; grants to individuals are left out. Methodology.
Giving History
Giving Over Time
Total grant dollars and number of grants per year
From 2019 to 2025, annual grant giving ranged from $39K (2025) to $167K (2020). In 2025 it made 22 grants totaling $39K.
Grants by year
Grant recipients and amounts by year
| Recipient | Purpose | Amount |
|---|---|---|
| Buffalo County Historical Society Alma, WI | Further Exempt Purpose | $24,200 |
| Lyster Lutheran Church Nelson, WI | Further Exempt Purpose | $5,700 |
| St Elizabeth Hospital Fdn Wabasha, MN | Further Exempt Purpose | $5,250 |
| Leadership Institute Arlington, VA | Further Exempt Purpose | $1,050 |
| Buffalo-Pepin Teen Court Alma, WI | Further Exempt Purpose | $250 |
| Friends of PBS Wisconsin Madison, WI | Further Exempt Purpose | $205 |
| St John WELCA Alma, WI | Further Exempt Purpose | $200 |
| Alma Rod Gun Club Alma, WI | Further Purpose of Exempt Organization | $200 |
| National Freedom to Work Legal Defe Springfield, VA | Further Purpose of Exempt Organization | $200 |
| Scottish Rite of Freemasonry Washington, DC | Further Purpose of Exempt Organization | $192 |
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Financial History
Multi-year comparison from IRS filings
| Filing year | Total Assets | Revenue | Expenses | Grants paid | Grants | Qualifying Distributions | Net Investment Income | Distributable Amount |
|---|---|---|---|---|---|---|---|---|
| 2025 | $951,641 | $146,076 | $41,854 | $38,847 | 22 | $41,854 | $143,069 | $82,759 |
| 2024 | $847,419 | $76,188 | $53,929 | $53,604 | 45 | $53,929 | $76,188 | $83,705 |
| 2023 | $825,160 | $123,896 | $113,456 | $111,656 | 57 | $111,656 | $72,096 | $84,272 |
| 2022 | $814,720 | $121,340 | $101,346 | $100,715 | 64 | $101,346 | $81,325 | $85,007 |
| 2021 | $794,726 | $107,346 | $117,124 | $114,847 | 43 | $117,124 | $105,567 | $79,051 |
| 2020 | $804,504 | $124,269 | $168,602 | $167,273 | 44 | — | $122,940 | $73,553 |
| 2019 | $848,838 | $127,778 | $161,096 | $159,112 | 60 | — | $126,044 | $78,290 |
Under IRS private-foundation payout rules, Castlerock Foundation Inc reported a distributable amount of $83K for 2025 — the minimum it must pay out in qualifying distributions.
Research compiled by Grantable AI from public sources. Last updated September 2026.
Mission & Focus Areas
No mission statement for the foundation is provided. Its grants show support for a range of organizations. For example, Leadership Institute describes its mission as educating people for successful participation in government, politics, and media. Friends of PBS Wisconsin says it supports PBS Wisconsin’s educational, cultural, and community broadcasting services. The Heritage Foundation describes its mission as formulating and promoting conservative public policies.
Grantmaking
In 2025, the foundation made 22 grants totaling $38,847. The median grant was $150; grants ranged from $100 to $24,200. Its largest grants included $24,200 to Buffalo County Historical Society, $5,700 to Lyster Lutheran Church, and $5,250 to St Elizabeth Hospital Fdn. Other reported grants included $1,050 to Leadership Institute, $205 to Friends of PBS Wisconsin, and $100 to The Heritage Foundation.
Leadership & Key People
Leadership team and compensation from IRS filings
The 2025 filing lists Gary B Schlosstein as President, Najib G Schlosstein as Vice President, and Shelby S Schlosstein as Secretary.
Castlerock Foundation Inc is led by Gary B Schlosstein, President on every filing since 2019; none of the 3 officers listed in 2025 report compensation.
Officers on the 2025 filing
Gary B Schlosstein
President
On filings since 2019
1 hr/week
No compensation reported
Najib G Schlosstein
Vice President
On filings since 2019
3 hrs/week
No compensation reported
Shelby S Schlosstein
Secretary
On filings since 2019
2 hrs/week
No compensation reported
Data from IRS Form 990 filings, 2019–2025. "On filings since" is the earliest filing we hold that lists the person; hours are average hours per week as reported.
Frequently asked questions about Castlerock Foundation Inc
How much does Castlerock Foundation Inc give each year?
Castlerock Foundation Inc gave $39K across 22 grants in 2025, according to its 2025 IRS Form 990-PF. In 2024 it gave $54K across 45 grants.
What is Castlerock Foundation Inc's typical grant size?
Castlerock Foundation Inc's median grant in 2025 was $150, and its average grant was $1,766, across 22 grants on its 2025 IRS Form 990-PF. Organizations receiving their first grant from Castlerock Foundation Inc that year got $140 on average.
Where does Castlerock Foundation Inc give grants?
Castlerock Foundation Inc gives mostly in Wisconsin: 82% of the grant dollars itemized on its 2025 IRS Form 990-PF went to recipients there. The next largest state was Minnesota (14%). The most frequent recipient cities were Alma, WI (7 grants), Wabasha, MN (2 grants), Washington, DC (2 grants) and Mondovi, WI (2 grants).
Who are Castlerock Foundation Inc's largest grantees?
Castlerock Foundation Inc's largest 2025 grantees include Buffalo County Historical Society ($24,200), Lyster Lutheran Church ($5,700) and St Elizabeth Hospital Fdn ($5,250), according to its 2025 IRS Form 990-PF. Together they received 90% of its itemized 2025 grant dollars.
How large is Castlerock Foundation Inc?
Castlerock Foundation Inc reported $952K in total assets on its 2025 IRS Form 990-PF. It paid out $42K in qualifying distributions that year, against a required minimum of $83K (roughly 5% of its investment assets). Falling short in one year is not a violation: foundations have until the end of the next year to meet the minimum.
What does Castlerock Foundation Inc fund?
No mission statement for the foundation is provided. Its grants show support for a range of organizations. For example, Leadership Institute describes its mission as educating people for successful participation in government, politics, and media. See mission & focus areas ↑
How do I apply for a grant from Castlerock Foundation Inc?
The foundation does not accept unsolicited requests for funds and states that it makes contributions only to preselected charitable organizations. Eligibility and process details are in the grantmaking section of this profile. See how to apply ↑
What is Castlerock Foundation Inc's EIN?
Castlerock Foundation Inc's EIN (Employer Identification Number) is 39-1942244. IRS Form 990 filing data is available on this page for 2019–2025.
Does Castlerock Foundation Inc accept unsolicited proposals?
No, according to Grantable's research on the foundation's published guidelines. See how to apply ↑
Data last updated September 2026. Sourced from IRS Form 990-PF filings. Research dossier generated September 2026.
Data update history
(8)
When this profile's IRS filing data changed on Grantable
- Updated Form 990-PF for fiscal year 2019 (received by the IRS May 13, 2020)
- Updated Form 990-PF for fiscal year 2020 (received by the IRS April 1, 2021)
- Updated Form 990-PF for fiscal year 2021 (received by the IRS May 12, 2022)
- Updated Form 990-PF for fiscal year 2022 (received by the IRS November 10, 2023)
- Updated Form 990-PF for fiscal year 2023 (received by the IRS November 12, 2024)
- Updated Form 990-PF for fiscal year 2024 (received by the IRS November 17, 2025)
- Added Form 990-PF for fiscal year 2025 (received by the IRS May 15, 2026)
- IRS filings on file for fiscal years 2019–2024
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