2019-12-16T07:41:08-06:00 2019-10-31 061092709 GOLDBLATT BOKOFF LLC 457 WEST MAIN STREET NORWICH CT 06360 990PF 2018-11-01 200523402 GRAMPY'S CHARITIES UAD 122403 JAMES JONATHA WILLIAM CASTLE TTEES GRAM 8604376200 261 LEDYARD STREET NEW LONDON CT 063205337 JAMES H CASTLE TRUSTEE 8604376200 2019-12-13 1 AMBER MOORE P01368565 8608865108 2019-12-13 2018 2022-09-23 18:48:47Z X 1275213 X 73926 34550 34550 25493 162935 25493 222786 0 222786 356755 60043 222786 0 0 0 0 87893 9095 0 0 87893 9095 0 0 317747 317747 405640 9095 0 317747 -48885 50948 222786 48873 53932 53932 68062 49230 49230 291 903834 868644 1172051 1021060 971806 1275213 0 0 X 0 0 0 0 1021060 971806 1021060 971806 1021060 971806 1021060 -48885 0 972175 369 971806 38 SH RESIDEO TECH P 2018-10-29 2018-11-05 835 344 491 491 261 SH PROCTOR & GAMBLE P 2015-03-26 2018-11-08 23806 21621 2185 2185 .467 SH CISCO SYS INC P 2003-12-31 2018-11-23 21 11 10 10 .545 SH GENERAL ELECTRIC P 2009-08-19 2018-11-23 4 7 -3 -3 .045 SH GOLDMAN SACHS P 2010-05-11 2018-11-23 9 7 2 2 .284 SH HONEYWELL INTERNATIONAL P 2011-08-09 2018-11-23 40 13 27 27 .570 SH INTEL CORP P 2000-07-28 2018-11-23 27 11 16 16 .2 SH JOHNSON & JOHNSON P 2007-08-07 2018-11-23 28 14 14 14 .576 SH JP MORGAN P 2003-12-31 2018-11-23 61 8 53 53 .868 SH PEPSICO P 2011-08-11 2018-11-23 100 55 45 45 .437 SH PROCTOR & GAMBLE P 2004-01-06 2018-11-23 40 22 18 18 .969 SH SCHLUMBERGER P 2010-04-22 2018-11-23 45 66 -21 -21 .156 SH TEREX CORP P 2017-10-31 2018-11-23 5 5 0 0 .817 SH TEXAS INSTRUMENTS P 2003-12-31 2018-11-23 78 24 54 54 300 ANHEUSER BUSCH P 2018-04-26 2018-11-27 22882 31827 -8945 -8945 400 SH ROYAL DUTCH SHELL PLC P 2014-01-13 2019-01-28 23281 29105 -5824 -5824 123 SH PEPSICO P 2011-08-11 2019-01-28 13307 7854 5453 5453 145 SH CISCO SYS INC P 2003-12-31 2019-02-14 7095 3497 3598 3598 150 SH MONDELEZ INTL P 2017-09-07 2019-02-14 7056 6221 835 835 52 SH TEXAS INSTRUMENTS P 2003-12-31 2019-02-14 5554 1529 4025 4025 100 SH PFIZER INC P 2017-10-31 2019-06-28 4354 3224 1130 1130 150 SH VERIZON COMMUNICATIONS P 2017-06-08 2019-06-28 8565 7056 1509 1509 40 SH MONDELEZ INTL P 2017-09-07 2019-07-05 2211 1659 552 552 163 SH INTEL BUSINESS MACHINES CORP P 2003-12-31 2019-07-29 24568 15099 9469 9469 53 SH TEXAS INSTRUMENTS P 2003-12-31 2019-07-29 6835 1558 5277 5277 400 SH BANK OF AMERICA P 2010-08-04 2019-10-22 12128 6605 5523 5523 25493 0 242931 1269098 0.191420 262430 1282133 0.204682 282804 1177510 0.240171 204305 1258788 0.162303 220064 1263728 0.174139 0.972715 0.194543 1169681 227553 509 228062 317747 X 509 0 509 0 509 0 0 0 0 13 522 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 1 0 0 1 WWW.GRAMPYS.COM JAMES H CASTLE TRUSTEE 8604376200 261 LEDYARD STREET NEW LONDON CT 06320 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 1131879 55614 0 1187493 0 0 1187493 17812 1169681 58484 58484 509 509 57975 0 57975 0 57975 317747 0 317747 509 317238 57975 0 0 157712 142384 224754 199039 180214 904103 317747 0 0 0 57975 259772 0 0 1163875 0 0 0 0 0 0 157712 1006163 142384 224754 199039 180214 259772 JAMES H CASTLE X BEST FRIENDS ANIMAL SOCIETY 5001 ANGEL CANYON ROAD KANAB UT 84741 N/A PC UNRESTRICTED DONATION 2000 CENTER FOR ACTION RESEARCH 32 MARKHAM ROAD PRINCETON NJ 08540 N/A PF UNRESTRICTED DONATION 5000 CHARITABLE FOUNDATION OF THE ISLANDS 2460 PALM RIDGE ROAD SANIBEL FL 33957 N/A PC UNRESTRICTED DONATION 4000 CHILDREN'S SPECIALIZED HOSPITAL FUND 150 NEW PROVIDENCE ROAD MOUNTAINSIDE NJ 07092 N/A PC UNRESTRICTED DONATION 12000 CONNECTICUT RIVERS COUNCIL BOY SCOUTS OF AMERICA 60 DARLIN STREET EAST HARTFORD CT 06108 N/A PC UNRESTRICTED DONATION 2500 CONTEMPORARY AMERICAN THEATRE FESTIVAL PO BOX 429 SHEPHERDSTOWN WV 25443 N/A NC UNRESTRICTED DONATION 2500 DENISON PEQUOTSEPOS NATURE CENTER 109 PEQUOTSEPOS NATURE CENTER MYSTIC CT 06355 N/A PC UNRESTRICTED DONATION 2500 DREAM DAY ON CAPE COD PO BOX 364 YARMOUTH POST MA 02675 N/A PC UNRESTRICTED DONATION 1000 FRESH TSNE 76 FEDERAL STREET NEW LONDON CT 06320 N/A PC UNRESTRICTED DONATION 1000 FLORIDA REPERTORY THEATRE 2267 1ST STREET FORT MYERS FL 33901 N/A NC UNRESTRICTED DONATION 10000 FOUNDATION FOR FACES OF CHILDREN 258 HARVARD STREET 367 BROOKLINE MA 02446 N/A PC UNRESTRICTED DONATION 2500 FRIENDS CENTER FOR CHILDREN INC 225 E GRAND AVENUE NEW HAVEN CT 06513 N/A PC UNRESTRICTED DONATION 2500 JETT FOUNDATION INC 68 EVERGREEN STREET SUITE ONE KINGSTON MA 02364 N/A PC UNRESTRICTED DONATION 5000 LARC INC 2570 HANSON ST FORT MYERS FL 33901 N/A PC UNRESTRICTED DONATION 13000 MIAMI DOLPHINS FOUNDATION 347 DON SHULA DRIVE MIAMI GARDENS FL 33056 N/A PF UNRESTRICTED DONATION 500 MUSCULAR DYSTROPHY ASSOCIATION 3300 E SUNRISE DRIVE TUCSON AZ 85718 N/A PC UNRESTRICTED DONATION 3000 NEWBROOK SCHOOL 14 SCHOOL ST NEWFANE VT 05345 N/A NC UNRESTRICTED DONATION 100 RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA 16100 ROSERUSH COURT FORT MYERS FL 33908 N/A PC UNRESTRICTED DONATION 112250 RONALD MCDONALD HOUSE OF CT 860 HOWARD AVE NEW HAVEN CT 06519 N/A PC UNRESTRICTED DONATION 2500 RONALD MCDONALD HOUSE OF RI 45 GAY STREET PROVIDENCE RI 02905 N/A PC UNRESTRICTED DONATION 11205 SANIBEL SEA SCHOOL 455 PERIWINKLE WAY SANIBEL FL 33957 N/A NC UNRESTRICTED DONATION 2500 SANIBEL-CAPTIVA CONSERVATION FOUNDATION PO BOX 839 SANIBEL FL 33957 N/A PF UNRESTRICTED DONATION 5000 SAVE THE KID FUND INC 33 STANTON LANE PRESTON CT 06365 N/A PC UNRESTRICTED DONATION 43692 SICKLE CELL FOUNDATION OF PALM BEACH COUNTY INC 1600 NORTH AUSTRALIAN AVENUE WEST PALM BEACH FL 33407 N/A PC UNRESTRICTED DONATION 2500 SOFIA SEES HOPE PO BOX 705 LEDYARD CT 06339 N/A PC UNRESTRICTED DONATION 1000 SOUTH SHORE STARS INC 200 MIDDLE STREET EAST WEYMOUTH MA 02189 N/A PC UNRESTRICTED DONATION 5000 SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC 8771 COLLEGE PARKWAY BUILDING 2 SUITE 201 FORT MYERS FL 33919 N/A PC UNRESTRICTED DONATION 5000 STERLING COLLEGE PO BOX 72 CRAFTSBURY COMMON VT 05827 N/A PC UNRESTRICTED DONATION 1000 TEAM IMPACT 3 BATTERYMARCH PARK 5TH FLOOR QUINCY MA 02169 N/A PC UNRESTRICTED DONATION 15000 THE KIDS AND CLAYS FOUNDATION 823 FRANKLIN ST MICHIGAN CITY IN 46360 N/A PF UNRESTRICTED DONATION 4000 TRINITY REPERTORY COMPANY 201 WASHINGTON STREET PROVIDENCE RI 02903 N/A PC UNRESTRICTED DONATION 30000 UNITED COMMUNITY AND FAMILY SERVICES INC 47 TOWN STREET NORWICH CT 06360 N/A PC UNRESTRICTED DONATION 2500 WINDSOR ROD AND GUN CLUB 30 APOTHECARIES HALL RD BROAD BROOK CT 06016 N/A NC UNRESTRICTED DONATION 500 YELLOW FARMHOUSE EDUCATION CENTER 389 N MAIN STREET STONINGTON CT 06378 N/A NC UNRESTRICTED DONATION 5000 317747 0 14 34550 14 25493 148991 0 60043 148991 209034 9 ORGANIZES AN ANNUAL GOLF TOURNAMENT AND ROAD RACE TO RAISE AWARENESS AND FUNDING FOR THE VARIOUS PUBLIC CHARITIES THAT THE FOUNDATION SUPPORTS. 0 0 0 0 0 0 0 0 0 0 X X 1 JAMES H CASTLE 902 KINGS CROWN DRIVE SANIBEL FL 33957 24038 X 2 ANDREA GUERRERI 75 UNION AVENUE SUDBURY MA 01776 5500 X 3 SUNOCO INC 3801 WEST CHESTER PIKE NEWTON SQUARE PA 19073 16730 X 4 TAYLOR DACUS 6212 INWOOD DRIVE HOUSTON TX 77057 5000 X MARKETABLE SECURITIES 868644 1172051 FEDERAL INCOME TAX 369 BANK & CREDIT CARD FEES 4583 0 0 0 INVESTMENT EXPENSES 9095 9095 0 0 WEBSITE & ADVERTISING 220 0 0 0 LICENSES & FEES 200 0 0 0 GOLF TOURNAMENT/ROAD RACE FOOD & ENTERTAINMENT 26830 0 0 0 GOLF TOURNAMENT/ROAD RACE PRIZES & AUCTION ITEMS 8200 0 0 0 GOLF TOURNAMENT/ROAD RACE COURSE FEES 38263 0 0 0 OTHER FUNDRAISING EXPENSE 502 0 0 0 GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS 222786 222786 JAMES H CASTLE 902 KINGS CROWN DRIVE SANIBEL FL 33957 JONATHA Y CASTLE 902 KINGS CROWN DRIVE SANIBEL FL 33957