GRAMPYS CHARITIES: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- GRAMPYS CHARITIES (EIN 20-0523402)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-03-15
- IRS object ID
- 202300749349100610
- Schema version
- 2021v4.2
- 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
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-03-15T09:03:06-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | 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 | 2021-11-01 | 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 | 2023-03-15 | 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 |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER MOORE | PreparerPersonNm |
| PTIN | P01368565 | PTIN |
| Phone | 8608865108 | PhoneNum |
| Preparation | 2023-03-15 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | 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 | $1,162,627 | 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 | $129,772 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $29,227 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,227 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$105,222 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $220,145 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $53,777 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $29,227 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | 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 | $8,392 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $6,751 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $8,392 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $6,751 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $305,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $305,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $313,892 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $6,751 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$260,115 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $22,476 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $87,403 | CashBOYAmt |
| Cash EOY | $63,847 | CashEOYAmt |
| Cash EOYFMV | $63,847 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $28,832 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $77,544 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $77,544 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $826,923 | CorporateStockBOYAmt |
| Corporate Stock EOY | $540,462 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,021,236 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $943,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $681,853 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,162,627 | 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 | $943,158 | RetainedEarningBOYAmt |
| Retained Earning EOY | $681,853 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $943,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $681,853 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $943,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $681,853 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $943,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$260,115 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $683,043 | SubtotalAmt |
| Other Decreases | $1,190 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $681,853 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (20 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| BOEING CO | P | 2019-05-07 | 2021-12-06 | $10,196 | $18,225 | -$8,029 | -$8,029 |
| BOEING CO | P | 2021-03-03 | 2021-12-06 | $10,196 | $11,488 | -$1,292 | -$1,292 |
| ENERGY TRANSFER LP COM UT LTD | P | 2014-09-11 | 2021-12-06 | $31,952 | $86,238 | -$54,286 | -$54,286 |
| GENERAL ELECTRIC CO | P | 2020-10-26 | 2021-12-06 | $25,020 | $35,840 | -$10,820 | -$10,820 |
| GENERAL ELECTRIC CO | P | 2021-07-26 | 2021-12-06 | $36 | $37 | -$1 | -$1 |
| KYNDRYL HOLDINGS | P | 2003-12-31 | 2021-12-06 | $1,501 | $1,550 | -$49 | -$49 |
| ORGANON & CO | P | 2020-06-24 | 2021-12-07 | $1,460 | $1,588 | -$128 | -$128 |
| ORGANON & CO | P | 2021-08-16 | 2021-12-07 | $7,299 | $8,648 | -$1,349 | -$1,349 |
| PFIZER INC | P | 2016-12-02 | 2021-12-16 | $18,064 | $9,168 | $8,896 | $8,896 |
| SCHLUMBERGER LTD | P | 2020-10-08 | 2021-12-06 | $11,557 | $25,385 | -$13,828 | -$13,828 |
| SCHLUMBERGER LTD | P | 2021-10-07 | 2021-12-06 | $120 | $113 | $7 | $7 |
| VANECK GOLD MINERS ETF | P | 2015-12-28 | 2021-12-06 | $19,319 | $34,163 | -$14,844 | -$14,844 |
| VIACOMBS INC CL B | P | 2021-05-12 | 2021-12-07 | $9,561 | $11,777 | -$2,216 | -$2,216 |
| VANGUARD SM CAP GROWTH ETF | P | 2020-04-13 | 2022-05-17 | $20,929 | $15,901 | $5,028 | $5,028 |
| JETBLUE AWYS CORP COM | P | 2021-07-08 | 2022-05-17 | $10,090 | $16,307 | -$6,217 | -$6,217 |
| SCHLUMBERGER LTD | P | 2022-01-13 | 2022-05-17 | $43 | $36 | $7 | $7 |
| CITIGROUP INC | P | 2017-06-05 | 2022-09-15 | $24,337 | $27,494 | -$3,157 | -$3,157 |
| INTEL CORP | P | 2021-09-01 | 2022-09-15 | $11,978 | $13,851 | -$1,873 | -$1,873 |
| INTEL CORP | P | 2022-09-01 | 2022-09-15 | $347 | $502 | -$155 | -$155 |
| VERIZON COMMUNICATIONS | P | 2017-06-05 | 2022-09-15 | $6,140 | $7,056 | -$916 | -$916 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$105,222 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $312 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $312 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $312 | 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 | $0 | EsPenaltyAmt |
| Tax Due | $312 | 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 | ||||||||
| 6015 WAKEFOREST AVENUE | HOUSTON | TX | 77005 | 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 | $1,109,801 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $74,453 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,184,254 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,184,254 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,764 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,166,490 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,325 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,325 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $312 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $312 | TotalTaxAmt |
| Distributable Before Adj | $58,013 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,013 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,013 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $305,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,013 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $199,039 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $180,214 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $259,772 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $182,276 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $71,581 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $892,882 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,013 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $247,487 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,140,369 | 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 | $199,039 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $941,330 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $180,214 | ExcessFromYear4Amt |
| Excess From Year3 | $259,772 | ExcessFromYear3Amt |
| Excess From Year2 | $182,276 | ExcessFromYear2Amt |
| Excess From Year1 | $71,581 | ExcessFromYear1Amt |
| Excess From Current Year | $247,487 | 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 (27 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PC | UNRESTRICTED DONATION | $2,500 |
| CHILDREN'S SPECIALIZED HOSPITAL FUND | |||||||
| 150 NEW PROVIDENCE ROAD | MOUNTAINSIDE | NJ | 07092 | N/A | PC | UNRESTRICTED DONATION | $12,000 |
| 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 |
| FLORIDA REPERTORY THEATRE | |||||||
| 2268 BAY STREET | FORT MYERS | FL | 33901 | N/A | PC | UNRESTRICTED DONATION | $10,000 |
| FRIENDS CENTER FOR CHILDREN INC | |||||||
| 225 E GRAND AVENUE | NEW HAVEN | CT | 06513 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| GIRLS ON THE RUN OF SOUTHEASTERN CT | |||||||
| PO BOX 455 | WATERFORD | CT | 06385 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| GULFSHORE PLAYHOUSE | |||||||
| 755 8TH AVE S | NAPLES | FL | 34102 | N/A | PC | UNRESTRICTED DONATION | $5,000 |
| LARC INC | |||||||
| 2570 HANSON ST | FORT MYERS | FL | 33901 | N/A | PC | UNRESTRICTED DONATION | $16,000 |
| MANHATTEN THEATRE CLUB | |||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | N/A | NC | UNRESTRICTED DONATION | $2,500 |
| MIAMI DOLPHINS FOUNDATION | |||||||
| 347 DON SHULA DRIVE | MIAMI GARDENS | FL | 33056 | N/A | PF | UNRESTRICTED DONATION | $1,500 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 161 N CLARK SUITE 3550 | CHICAGO | IL | 60601 | N/A | PF | UNRESTRICTED DONATION | $1,000 |
| NATIONAL ASSOCIATION OF ANOREXIA NERVOSA AND ASSOCIATED DISORDERS | |||||||
| PO BOX 409047 | CHICAGO | IL | 60640 | N/A | PF | UNRESTRICTED DONATION | $500 |
| PHILLIP P FESSENDEN MEMORIAL TRACK FUND | |||||||
| PO BOX 117 | ENGLEWOOD | FL | 34295 | N/A | NC | UNRESTRICTED DONATION | $2,500 |
| RABBI FUCHS DISCRETIONARY FUND | |||||||
| PO BOX 84 | SANIBEL | FL | 33957 | N/A | NC | UNRESTRICTED DONATION | $10,000 |
| ROBERT V & BENJAMIN G MILLER FUND | |||||||
| 2031 JACKSON STREET SUITE 100 | FORT MYERS | FL | 33901 | N/A | NC | UNRESTRICTED DONATION | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA | |||||||
| 16100 ROSERUSH COURT | FORT MYERS | FL | 33908 | N/A | PC | UNRESTRICTED DONATION | $107,500 |
| SANIBEL-CAPTIVA CONSERVATION FOUNDATION | |||||||
| 3333 SANIBEL-CAPTIVA ROAD | SANIBEL | FL | 33957 | N/A | PF | UNRESTRICTED DONATION | $10,000 |
| SAVE THE KID FUND INC | |||||||
| 33 STANTON LANE | PRESTON | CT | 06365 | N/A | PC | UNRESTRICTED DONATION | $38,000 |
| SICKLE CELL FOUNDATION OF PALM BEACH | |||||||
| 1600 NO AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | N/A | PC | UNRESTRICTED DONATION | $500 |
| STERLING COLLEGE | |||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| THE CHILDREN'S HOSPITAL OF PHILADELPHIA | |||||||
| 3401 CIVIC CENTER BLVD | PHILADELPHIA | PA | 19104 | N/A | NC | UNRESTRICTED DONATION | $5,000 |
| THE KIDS AND CLAYS FOUNDATION | |||||||
| 823 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | N/A | PF | UNRESTRICTED DONATION | $19,000 |
| THE LABORATORY THEATER OF FLORIDA | |||||||
| 1634 WOODFORD AVE | FORT MYERS | FL | 33901 | N/A | NC | UNRESTRICTED DONATION | $5,000 |
| THE SANCTUARY GOLF CLUB FOUNDATION | |||||||
| 2801 WULFERT ROAD | SANIBEL | FL | 33957 | N/A | PF | UNRESTRICTED DONATION | $7,000 |
| TRINITY REPERTORY COMPANY | |||||||
| 201 WASHINGTON STREET | PROVIDENCE | RI | 02903 | N/A | PC | UNRESTRICTED DONATION | $25,000 |
| WORLD UNION FOR PROGRESSIVE JUDAISM | |||||||
| ONE WEST FOURTH STREET SUITE 517A | NEW YORK | NY | 10012 | N/A | NC | UNRESTRICTED DONATION | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $305,500 | 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 | $29,227 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$105,222 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$75,995 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$75,995 | 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 (5 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| ALAN BLAKE | ||||||
| 1 | PO BOX 138 | NEW VERNON | NJ | 07976 | $10,000 | Yes (X) |
| JAMES H CASTLE | ||||||
| 2 | 15570 KILMARNOCK DRIVE | FORT MYERS | FL | 33912 | $79,263 | Yes (X) |
| JONATHA CASTLE | ||||||
| 3 | 15570 KILMARNOCK DRIVE | FORT MYERS | FL | 33912 | $6,300 | Yes (X) |
| MARTIN MCKINNEY | ||||||
| 4 | 20 MURPHY ROAD | NORTH FRANKLYN | CT | 06254 | $7,200 | Yes (X) |
| SANIBEL CAPTIVA COMMUNITY BANK | ||||||
| 5 | 2406 PERIWINKLE WAY | SANIBEL | FL | 33957 | $10,000 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $540,462 | EOYBookValueAmt |
| EOYFMV | $1,021,236 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $1,190 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK & CREDIT CARD FEES | $1,641 | $0 | $0 | $0 |
| INVESTMENT EXPENSES | $6,751 | $6,751 | $0 | $0 |
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 |