GRAMPYS CHARITIES: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- GRAMPYS CHARITIES (EIN 20-0523402)
- Tax period
- 2019-11-01 to 2020-10-31
- Filed
- 2021-01-14
- IRS object ID
- 202100149349100800
- Schema version
- 2019v5.1
- 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 | 2021-01-14T14:03:24-06:00 | ReturnTs |
| Tax Period End | 2020-10-31 | 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 | 2019-11-01 | 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 UAD 122403 | 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 | 2021-01-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER MOORE | PreparerPersonNm |
| PTIN | P01368565 | PTIN |
| Phone | 8608865108 | PhoneNum |
| Preparation | 2021-01-14 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,075,510 | 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 | $67,097 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $31,480 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $31,480 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $21,157 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $125,407 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $21,157 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $70,395 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $70,395 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $190,129 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $52,637 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $70,395 | 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 | $12,448 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $5,597 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $12,448 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $5,597 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $236,700 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $236,700 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $249,148 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $5,597 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $236,700 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$59,019 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $47,040 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $70,395 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $53,932 | CashBOYAmt |
| Cash EOY | $31,353 | CashEOYAmt |
| Cash EOYFMV | $31,353 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $49,230 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $46,652 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $46,652 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $868,644 | CorporateStockBOYAmt |
| Corporate Stock EOY | $834,260 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $997,505 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $971,806 | TotalAssetsBOYAmt |
| Total Assets EOY | $912,265 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,075,510 | 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 | $971,806 | RetainedEarningBOYAmt |
| Retained Earning EOY | $912,265 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $971,806 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $912,265 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $971,806 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $912,265 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $971,806 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$59,019 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $912,787 | SubtotalAmt |
| Other Decreases | $522 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $912,265 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (18 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| PROCTER & GAMBLE | P | 2004-01-06 | 2019-11-07 | $12,427 | $5,864 | $6,563 | $6,563 |
| PROCTER & GAMBLE | P | 2019-10-31 | 2019-11-17 | $597 | $527 | $70 | $70 |
| KRAFT HEINZ CO | P | 2018-06-22 | 2020-12-11 | $9,516 | $19,254 | -$9,738 | -$9,738 |
| INTL BUSINESS MACHINES CORP | P | 2003-12-31 | 2020-01-17 | $41,328 | $27,789 | $13,539 | $13,539 |
| INTEL CORP | P | 2015-10-31 | 2020-01-24 | $11,180 | $4,223 | $6,957 | $6,957 |
| INTEL CORP | P | 2019-10-31 | 2020-01-24 | $823 | $610 | $213 | $213 |
| TARGA | P | 2015-03-05 | 2020-02-20 | $3,564 | $8,489 | -$4,925 | -$4,925 |
| WABTEC | P | 2019-02-26 | 2020-02-20 | $873 | $847 | $26 | $26 |
| ISHARES SELECT DIVIDEND ETF | P | 2007-01-02 | 2020-02-20 | $531 | $352 | $179 | $179 |
| THE JM SMUCKER COMPANY | P | 2003-12-31 | 2020-02-20 | $331 | $136 | $195 | $195 |
| GARRETT MOTION INC. | P | 2018-10-03 | 2020-02-20 | $193 | $134 | $59 | $59 |
| ADVANSIX INC | P | 2016-10-06 | 2020-02-20 | $158 | $54 | $104 | $104 |
| SPRINT CORP | P | 2003-12-31 | 2020-02-20 | $142 | $289 | -$147 | -$147 |
| TEREX CP | P | 2017-10-31 | 2020-02-20 | $25 | $34 | -$9 | -$9 |
| OTIS WORLDWIDE CORP | P | 2018-10-19 | 2020-04-07 | $9,145 | $11,624 | -$2,479 | -$2,479 |
| CARRIER GLOBAL CORP | P | 2015-10-19 | 2020-04-07 | $6,052 | $8,313 | -$2,261 | -$2,261 |
| ISHARES INC MSCI JAPAN ETF | P | 2017-11-04 | 2020-04-13 | $12,540 | $12,550 | -$10 | -$10 |
| ZOETIS INC | P | 2013-11-06 | 2020-08-18 | $15,982 | $3,161 | $12,821 | $12,821 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $21,157 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $317,238 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,169,681 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.271218 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $242,931 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,269,098 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.191420 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $262,430 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,282,133 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.204682 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $282,804 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,177,510 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.240171 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $204,305 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,258,788 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.162303 | DistributionYr5Rt |
| Total Distribution | 1.069794 | TotalDistributionRt |
| Average Distribution | 0.213959 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,097,875 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $234,900 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $470 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $235,370 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $236,700 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $470 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $470 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $470 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $470 | 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 | ||||||||
| 902 KINGS CROWN DRIVE | SANIBEL | FL | 33957 | TRUSTEE | 1.50 | $0 | $0 | $0 |
| JONATHA Y CASTLE | ||||||||
| 902 KINGS CROWN DRIVE | SANIBEL | FL | 33957 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| WILLIAM H CASTLE | ||||||||
| 24 AUDUBON ROAD | WELLESLEY | MA | 02481 | 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 | $1,055,479 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $59,115 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,114,594 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,114,594 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $16,719 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,097,875 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $54,894 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $54,894 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $470 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $470 | TotalTaxAmt |
| Distributable Before Adj | $54,424 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $54,424 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $54,424 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $236,700 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $236,700 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $470 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $236,230 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $54,424 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $142,384 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $224,754 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $199,039 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $180,214 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $259,772 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,006,163 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $236,700 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $54,424 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $182,276 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,188,439 | 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 | $142,384 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,046,055 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $224,754 | ExcessFromYear4Amt |
| Excess From Year3 | $199,039 | ExcessFromYear3Amt |
| Excess From Year2 | $180,214 | ExcessFromYear2Amt |
| Excess From Year1 | $259,772 | ExcessFromYear1Amt |
| Excess From Current Year | $182,276 | 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 (23 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 | $3,500 |
| CONTEMPORARY AMERICAN THEATRE FESTIVAL | |||||||
| PO BOX 429 | SHEPHERDSTOWN | WV | 25443 | N/A | NC | UNRESTRICTED DONATION | $2,500 |
| DENISON PEQUOTSEPOS NATURE CENTER | |||||||
| 109 PEQUOTSEPOS NATURE CENTER | MYSTIC | CT | 06355 | N/A | PC | UNRESTRICTED DONATION | $2,500 |
| DREAM DAY ON CAPE COD | |||||||
| PO BOX 364 | YARMOUTH POST | MA | 02675 | N/A | PC | UNRESTRICTED DONATION | $2,000 |
| FLORIDA REPERTORY THEATRE | |||||||
| 2267 1ST STREET | FORT MYERS | FL | 33901 | N/A | NC | UNRESTRICTED DONATION | $20,000 |
| FRIENDS CENTER FOR CHILDREN INC | |||||||
| 225 E GRAND AVENUE | NEW HAVEN | CT | 06513 | N/A | PC | UNRESTRICTED DONATION | $500 |
| GIRLS ON THE RUN OF SOUTHEASTERN CT | |||||||
| PO BOX 455 | WATERFORD | CT | 06385 | N/A | PF | UNRESTRICTED DONATION | $500 |
| GULFCOAST SCHOLASTIC SHOOTERS INC | |||||||
| 1644 VALLEY DR | VENICE | FL | 34292 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| GULFSHORE PLAYHOUSE | |||||||
| 755 8TH AVE S | NAPLES | FL | 34102 | N/A | PC | UNRESTRICTED DONATION | $7,000 |
| LARC INC | |||||||
| 2570 HANSON ST | FORT MYERS | FL | 33901 | N/A | PC | UNRESTRICTED DONATION | $12,500 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 3300 E SUNRISE DRIVE | TUCSON | AZ | 85718 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| PHILLIP P FESSENDEN MEMORIAL TRACK FUND | |||||||
| PO BOX 117 | ENGLEWOOD | FL | 34295 | N/A | NC | UNRESTRICTED DONATION | $1,500 |
| ROBERT V & BENJAMIN G MILLER FUND | |||||||
| 2031 JACKSON STREET SUITE 100 | FORT MYERS | FL | 33901 | N/A | NC | UNRESTRICTED DONATION | $5,000 |
| RONALD MCDONALD HOUSE CHARITIES NEW ENGLAND | |||||||
| 45 GAY STREET | PROVIDENCE | RI | 02905 | N/A | PC | UNRESTRICTED DONATION | $10,000 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA | |||||||
| 16100 ROSERUSH COURT | FORT MYERS | FL | 33908 | N/A | PC | UNRESTRICTED DONATION | $75,200 |
| SANIBEL-CAPTIVA CONSERVATION FOUNDATION | |||||||
| PO BOX 839 | SANIBEL | FL | 33957 | N/A | PF | UNRESTRICTED DONATION | $5,000 |
| SAVE THE KID FUND INC | |||||||
| 33 STANTON LANE | PRESTON | CT | 06365 | N/A | PC | UNRESTRICTED DONATION | $30,000 |
| SOFIA SEES HOPE | |||||||
| PO BOX 705 | LEDYARD | CT | 06339 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| 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 | PC | UNRESTRICTED DONATION | $5,000 |
| THE SANCTUARY GOLF CLUB FOUNDATION | |||||||
| 2801 WULFERT ROAD | SANIBEL | FL | 33957 | N/A | PF | UNRESTRICTED DONATION | $5,000 |
| TRINITY REPERTORY COMPANY | |||||||
| 201 WASHINGTON STREET | PROVIDENCE | RI | 02903 | N/A | PC | UNRESTRICTED DONATION | $30,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $236,700 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $31,480 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $21,157 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $65,647 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $52,637 | ExclusionAmt |
| Related Or Exempt Function Incm | $65,647 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $118,284 | 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 (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JAMES H CASTLE | ||||||
| 1 | 902 KINGS CROWN DRIVE | SANIBEL | FL | 33957 | $25,504 | Yes (X) |
| DSD LABORATORIES INC | ||||||
| 2 | 75 UNION AVENUE | SUDBURY | MA | 01776 | $7,150 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $834,260 | EOYBookValueAmt |
| EOYFMV | $997,505 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $522 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK & CREDIT CARD FEES | $2,103 | $0 | $0 | $0 |
| GOLF COURSE FEES | $1,500 | $0 | $0 | $0 |
| INVESTMENT EXPENSES | $5,597 | $5,597 | $0 | $0 |
| OTHER FUNDRAISING EXPENSES | $3,248 | $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 | $70,395 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $70,395 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JAMES H CASTLE | |||
| 902 KINGS CROWN DRIVE | SANIBEL | FL | 33957 |
| JONATHA Y CASTLE | |||
| 902 KINGS CROWN DRIVE | SANIBEL | FL | 33957 |