GRAMPYS CHARITIES: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- GRAMPYS CHARITIES (EIN 20-0523402)
- Tax period
- 2022-11-01 to 2023-10-31
- Filed
- 2024-03-15
- IRS object ID
- 202400759349100705
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Investments Corp Stock Schedule
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-03-15T07:41:40-05:00 | ReturnTs |
| Tax Period End | 2023-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 061092709 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBLATT BOKOFF LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 WEST MAIN STREET | AddressLine1Txt |
| City | NORWICH | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06360 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2022-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200523402 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAMPY'S CHARITIES | BusinessNameLine1Txt |
| Business Name Line2 | JAMES JONATHA WILLIAM CASTLE TTEES | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAM | BusinessNameControlTxt |
| Phone | 8604376200 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 LEDYARD STREET | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 063205337 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES H CASTLE | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 8604376200 | PhoneNum |
| Signature | 2024-03-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES | PersonFirstNm |
| Person Last | CASTLE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER MOORE | PreparerPersonNm |
| PTIN | P01368565 | PTIN |
| Phone | 8608865108 | PhoneNum |
| Preparation | 2024-03-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,943,831 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $1,106,124 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,822 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,822 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $595,216 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $766,228 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $595,216 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $75,436 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $75,436 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $1,808,598 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $627,038 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $75,436 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $31,879 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,187 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $31,879 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $7,187 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $438,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $438,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $469,879 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $7,187 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $438,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,338,719 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $619,851 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $75,436 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $63,847 | CashBOYAmt |
| Cash EOY | $84,053 | CashEOYAmt |
| Cash EOYFMV | $84,053 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $77,544 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $158,756 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $158,756 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $540,462 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,298,170 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,701,022 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $681,853 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,540,979 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,943,831 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $681,853 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,540,979 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $681,853 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,540,979 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $681,853 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,540,979 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $681,853 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,338,719 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $2,020,572 | SubtotalAmt |
| Other Decreases | $479,593 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,540,979 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (33 entries)
| PropertyPropertyDesc | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | AcquiredAcquiredDt |
|---|---|---|---|---|---|---|
| 101 SH TEXAS INSTRUMENTS | 2022-11-16 | $17,640 | $4,606 | $13,034 | $13,034 | |
| 31 SH JOHNSON & JOHNSON | 2022-11-16 | $5,389 | $4,655 | $734 | $734 | |
| 200 SH COMCAST CORP | 2022-11-16 | $6,788 | $7,536 | -$748 | -$748 | |
| 50 SH EXXON MOBIL | 2022-11-16 | $5,637 | $3,500 | $2,137 | $2,137 | |
| 15 SH CONSTELLATIONS BRAND INC | 2022-11-16 | $3,664 | $2,952 | $712 | $712 | |
| 50 SH CISCO SYS INC | 2022-11-16 | $2,245 | $2,482 | -$237 | -$237 | |
| 11 SH PEPSICO INC | 2022-11-16 | $1,965 | $1,503 | $462 | $462 | |
| 6 SH JPMORGAN CHASE & CO | 2022-11-16 | $800 | $954 | -$154 | -$154 | |
| 9 SH PROCTOR & GAMBLE | 2022-11-16 | $1,278 | $1,191 | $87 | $87 | |
| 60 SH CATERPILLER INC | 2023-04-25 | $15,036 | $7,757 | $7,279 | $7,279 | |
| 4 SH GOLDMAN SACHS GRP | 2023-03-15 | $1,239 | $1,285 | -$46 | -$46 | |
| 6 SH JOHNSON & JOHNSON | 2023-03-15 | $922 | $1,004 | -$82 | -$82 | |
| 1 SH PROCTOR & GAMBLE | 2023-04-25 | $156 | $139 | $17 | $17 | 2023-02-15 |
| 2 SH TEXAS INSTRUMENTS | 2023-03-15 | $347 | $354 | -$7 | -$7 | 2023-02-14 |
| 25 SH CIGNA CORP | 2023-01-24 | $7,650 | $3,786 | $3,864 | $3,864 | 2019-09-27 |
| 250 SH EXXON MOBIL CORP | 2023-06-27 | $27,441 | $17,499 | $9,942 | $9,942 | 2015-08-24 |
| 3 SH GOLDMAN SACHS GRP | 2023-03-15 | $958 | $1,097 | -$139 | -$139 | |
| 85 SH JOHNSON & JOHNSON | 2023-04-25 | $13,516 | $9,155 | $4,361 | $4,361 | |
| 200 SH MERCK & CO INC | 2023-03-15 | $21,474 | $13,372 | $8,102 | $8,102 | |
| 50 SH MICROSOFT CORP | 2023-04-25 | $13,903 | $14,500 | -$597 | -$597 | 2022-02-18 |
| 24 SH CHARTER COMMUNICATIONS | 2023-01-24 | $9,461 | $1,364 | $8,097 | $8,097 | 2003-12-31 |
| 5000 SH EXXON MOBIL CORP | 2023-09-27 | $541,271 | $40,714 | $500,557 | $500,557 | 1995-07-31 |
| 50 SH GOLDMAN SACHS | 2023-04-25 | $16,353 | $7,248 | $9,105 | $9,105 | 2010-05-11 |
| 100 SH INTL BUSINESS MACHINES GROUP | 2023-04-24 | $12,518 | $8,874 | $3,644 | $3,644 | 2003-12-31 |
| 14 SH JOHNSON & JOHNSON | 2023-04-25 | $2,413 | $996 | $1,417 | $1,417 | 2007-08-07 |
| 19 SH PROCTOR & GAMBLE | 2023-04-25 | $2,970 | $1,019 | $1,951 | $1,951 | 2009-08-19 |
| 150 SH TEXAS INSTRUMENTS | 2023-04-25 | $26,054 | $4,410 | $21,644 | $21,644 | 2003-12-31 |
| 11 SH TEXAS INSTRUMENTS | 2022-11-16 | $1,921 | $1,925 | -$4 | -$4 | |
| 12 SH JOHNSON & JOHNSON | 2022-11-16 | $2,086 | $2,031 | $55 | $55 | |
| 13 SH CISCO SYS INC | 2022-11-16 | $563 | $634 | -$71 | -$71 | |
| 3 SH PEPSICO INC | 2022-11-16 | $536 | $500 | $36 | $36 | |
| 11 SH JPMORGAN CHASE & CO | 2022-11-16 | $1,466 | $1,376 | $90 | $90 | |
| 4 SH PROCTOR & GAMBLE | 2022-11-16 | $568 | $594 | -$26 | -$26 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $595,216 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $8,616 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $8,616 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $8,616 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $17 | EsPenaltyAmt |
| Tax Due | $8,633 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GRAMPYS.COM | WebsiteAddressTxt |
| Individual With Books | JAMES H CASTLE TRUSTEE | IndividualWithBooksNm |
| Phone | 8604376200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 LEDYARD STREET | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES H CASTLE | ||||||||
| 15570 KILMARNOCK DRIVE | FORT MYERS | FL | 33912 | TRUSTEE | 1.50 | $0 | $0 | $0 |
| JONATHA Y CASTLE | ||||||||
| 15570 KILMARNOCK DRIVE | FORT MYERS | FL | 33912 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| WILLIAM H CASTLE | ||||||||
| 55 PEARL STREET | MYSTIC | CT | 06340 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| JENNIE Y BIBBINS | ||||||||
| PO BOX 160333 | BIG SKY | MT | 59716 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| COURTNEY A ADAMS | ||||||||
| 8930 179TH PLACE SW | EDMONDS | WA | 98026 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,233,167 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $84,174 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,317,341 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,317,341 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $19,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,297,581 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $64,879 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $64,879 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $8,616 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $8,616 | TotalTaxAmt |
| Distributable Before Adj | $56,263 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $56,263 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $56,263 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $438,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $438,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $56,263 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $180,214 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $259,772 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $182,276 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $71,581 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $247,487 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $941,330 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $438,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $56,263 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $381,737 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,323,067 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $180,214 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,142,853 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $259,772 | ExcessFromYear4Amt |
| Excess From Year3 | $182,276 | ExcessFromYear3Amt |
| Excess From Year2 | $71,581 | ExcessFromYear2Amt |
| Excess From Year1 | $247,487 | ExcessFromYear1Amt |
| Excess From Current Year | $381,737 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES H CASTLE | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ANIMAL REFUGE CENTER | |||||||
| 18011 OLD BAYSHORE ROAD | NORTH FORT MYERS | FL | 33917 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| AUTISM SPEAKS | |||||||
| 2710 STATEN AVE | ORLANDO | FL | 32804 | N/A | PF | UNRESTRICTED DONATION | $500 |
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PC | UNRESTRICTED DONATION | $5,000 |
| BOBBY NICHOLS FIDDLESTICKS CHARITY FOUNDATION | |||||||
| 15391 CANONGATE DRIVE | FORT MYERS | FL | 33912 | N/A | PF | UNRESTRICTED DONATION | $20,000 |
| CONTEMPORARY AMERICAN THEATRE FESTIVAL | |||||||
| PO BOX 429 | SHEPERDSTOWN | WV | 25443 | N/A | NC | UNRESTRICTED DONATION | $5,000 |
| DENISON PEQUOTSEPOS NATURE CENTER | |||||||
| 109 PEQUOTSEPOS NATURE CENTER | MYSTIC | CT | 06355 | N/A | PC | UNRESTRICTED DONATION | $5,000 |
| DREAM DAY ON CAPE COD | |||||||
| 165 NAN KE RAFE PATH | BREWSTER | MA | 02631 | N/A | PC | UNRESTRICTED DONATION | $5,000 |
| ENGLEWOOD MASONIC LODGE 360 | |||||||
| 265 PINE STREET | ENGLEWOOD | FL | 34223 | N/A | NC | UNRESTRICTED DONATION | $500 |
| FLORIDA REPERTORY THEATRE | |||||||
| 2268 BAY STREET | FORT MYERS | FL | 33901 | N/A | PC | UNRESTRICTED DONATION | $20,000 |
| GULFSHORE PLAYHOUSE | |||||||
| 755 8TH AVE S | NAPLES | FL | 34102 | N/A | PC | UNRESTRICTED DONATION | $25,000 |
| LARC INC | |||||||
| 2570 HANSON ST | FORT MYERS | FL | 33901 | N/A | PC | UNRESTRICTED DONATION | $5,000 |
| MIAMI DOLPHINS FOUNDATION | |||||||
| 347 DON SHULA DRIVE | MIAMI GARDENS | FL | 33056 | N/A | PF | UNRESTRICTED DONATION | $1,000 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 161 N CLARK SUITE 3550 | CHICAGO | IL | 60601 | N/A | PF | UNRESTRICTED DONATION | $1,000 |
| MYSTIC MUSEUM OF ART | |||||||
| 9 WATER STREET | MYSTIC | CT | 06355 | N/A | NC | UNRESTRICTED DONATION | $1,000 |
| PHILLIP P FESSENDEN MEMORIAL TRACK FUND | |||||||
| PO BOX 117 | ENGLEWOOD | FL | 34295 | N/A | NC | UNRESTRICTED DONATION | $22,500 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA | |||||||
| 16100 ROSERUSH COURT | FORT MYERS | FL | 33908 | N/A | PC | UNRESTRICTED DONATION | $134,000 |
| ROTARY CLUB OF BIG SKY | |||||||
| PO BOX 160473 | BIG SKY | MT | 597160473 | N/A | NC | UNRESTRICTED DONATION | $1,000 |
| SAVE THE KID FUND INC | |||||||
| 33 STANTON LANE | PRESTON | CT | 06365 | N/A | PC | UNRESTRICTED DONATION | $91,000 |
| SOUTH SHORE STARS INC | |||||||
| 200 MIDDLE STREET | WEYMOUTH | MA | 02189 | N/A | NC | UNRESTRICTED DONATION | $7,500 |
| STERLING COLLEGE | |||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| THE KIDS AND CLAYS FOUNDATION | |||||||
| 823 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | N/A | PF | UNRESTRICTED DONATION | $15,000 |
| THE LABORATORY THEATER OF FLORIDA | |||||||
| 1634 WOODFORD AVE | FORT MYERS | FL | 33901 | N/A | NC | UNRESTRICTED DONATION | $25,000 |
| TRAILWAYS CAMPS INC | |||||||
| 3502 HARBOR CT | FORT MYERS | FL | 33908 | N/A | NC | UNRESTRICTED DONATION | $15,000 |
| TRINITY REPERTORY COMPANY | |||||||
| 201 WASHINGTON STREET | PROVIDENCE | RI | 02903 | N/A | PC | UNRESTRICTED DONATION | $30,000 |
| WINDSOR ROD AND GUN CLUB | |||||||
| PO BOX 688 | WINDSOR | CT | 06095 | N/A | NC | UNRESTRICTED DONATION | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $438,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,822 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $595,216 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $53,742 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $627,038 | ExclusionAmt |
| Related Or Exempt Function Incm | $53,742 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $680,780 | TotalIncomeProducingActyAmt |
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
Rln Of Acty To Accom Of Exmpt Prps RlnOfActyToAccomOfExmptPrpsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumberTxt |
| Relationship Statement | ORGANIZES AN ANNUAL GOLF TOURNAMENT AND ROAD RACE TO RAISE AWARENESS AND FUNDING FOR THE VARIOUS PUBLIC CHARITIES THAT THE FOUNDATION SUPPORTS. | RelationshipStatementTxt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ALAN BLAKE | |||||||
| 1 | PO BOX 138 | NEW VERNON | NJ | 07976 | $8,000 | Yes (X) | |
| JAMES H CASTLE | |||||||
| 2 | 15570 KILMARNOCK DRIVE | FORT MYERS | FL | 33912 | $1,059,454 | Yes (X) | Yes (X) |
| MARTIN MCKINNEY | |||||||
| 3 | 20 MURPHY ROAD | NORTH FRANKLYN | CT | 06254 | $10,000 | Yes (X) | |
| CHRISTOPHER OHL | |||||||
| 4 | 25 COBB ISLAND DRIVE | GREENWICH | CT | 06830 | $10,000 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp (2 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 2 | 5000 SH EXXON MOBIL STOCK | $521,450 | 2023-06-26 |
| 2 | 5000 SH EXXON MOBIL STOCK | $506,900 | 2023-07-17 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,298,170 | EOYBookValueAmt |
| EOYFMV | $1,701,022 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX | $312 |
| BOOK/TAX DIFFERENCE ON SALE OF INVESTMENT PROPERTY | $479,281 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK & CREDIT CARD FEES | $2,998 | $0 | $0 | $0 |
| INVESTMENT EXPENSES | $7,187 | $7,187 | $0 | $0 |
| OTHER FUNDRAISING EXPENSES | $21,694 | $0 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Desc |
| Revenue And Expenses Per Books | $75,436 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $75,436 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JAMES H CASTLE | |||
| 15570 KILMARNOCK DRIVE | FORT MYERS | FL | 33912 |
| JONATHA Y CASTLE | |||
| 15570 KILMARNOCK DRIVE | FORT MYERS | FL | 33912 |
| ALAN J BLAKE | |||
| PO BOX 138 | NEW VERNON | NJ | 07976 |
| MARTIN MCKINNEY | |||
| 20 MURPHY ROAD | NORTH FRANKLYN | CT | 06254 |
| SANIBEL CAPTIVA COMMUNITY BANK | |||
| 2406 PERIWINKLE WAY | SANIBEL | FL | 33957 |