GRAMPYS CHARITIES: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- GRAMPYS CHARITIES (EIN 20-0523402)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-06-14
- IRS object ID
- 201721659349100212
- Schema version
- 2015v3.0
- 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 | 2017-06-14T15:21:45-05:00 | ReturnTs |
| Tax Period End | 2016-10-31 | 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 | 2015-11-01 | 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 | 2017-06-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DENISE LINDELL | PreparerPersonNm |
| PTIN | P00695159 | PTIN |
| Phone | 8608865108 | PhoneNum |
| Preparation | 2017-06-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $1,225,682 | 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 | $55,664 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $41,302 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $41,302 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$58,129 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $123,695 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $226,711 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $226,711 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $265,548 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $41,302 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $226,711 | 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 |
| Printing And Pub Rev And Expnss | $408 | PrintingAndPubRevAndExpnssAmt |
| Printing And Pub Net Invst Incm | $0 | PrintingAndPubNetInvstIncmAmt |
| Printing And Pub Adj Net Incm | $0 | PrintingAndPubAdjNetIncmAmt |
| Printing And Pub Dsbrs Chrtbl | $0 | PrintingAndPubDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $67,638 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $68,046 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $0 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $283,217 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $283,217 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $351,263 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $283,217 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$85,715 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $41,302 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $226,711 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $6,883 | CashBOYAmt |
| Cash EOY | $13,465 | CashEOYAmt |
| Cash EOYFMV | $13,465 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $50,205 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $42,586 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $42,586 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,134,037 | CorporateStockBOYAmt |
| Corporate Stock EOY | $1,048,322 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,169,631 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,191,125 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,104,373 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $1,225,682 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| 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 | $1,191,125 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,104,373 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,191,125 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,104,373 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,191,125 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,104,373 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,191,125 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$85,715 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,105,410 | SubtotalAmt |
| Other Decreases | $1,037 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,104,373 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (13 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 223.079 SHARES GENERAL ELECTRIC CO | P | 2016-01-25 | 2016-07-11 | $7,143 | $6,472 | $671 | $671 |
| 83.488 SHARES SELECT SECTOR SPDR TD ETF | P | 2016-09-22 | 2016-10-12 | $2,614 | $2,712 | -$98 | -$98 |
| 0.927 SHARES ADVANSIX INC | P | 2011-08-09 | 2016-09-30 | $13 | $6 | $7 | $7 |
| 440.464 SHARES GENERAL ELECTRIC CO | P | 2015-04-27 | 2016-07-11 | $14,307 | $11,540 | $2,767 | $2,767 |
| 1288.000 SHARES SEADRILL LTD | P | 2014-03-20 | 2016-07-29 | $3,856 | $46,581 | -$42,725 | -$42,725 |
| 200.000 SHARES ZOETIS INC | P | 2013-11-06 | 2016-05-11 | $9,342 | $6,485 | $2,857 | $2,857 |
| 127.000 SHARES ALCATEL-LUCENT ADS | P | 2003-12-31 | 2016-06-02 | $346 | $2,158 | -$1,812 | -$1,812 |
| 0.454 SHARES CHARTER COMMUNICATIONS INC | P | 2003-12-31 | 2016-05-20 | $103 | $26 | $77 | $77 |
| 1372.457 SHARES GENERAL ELECTRIC CO | P | 2007-08-07 | 2016-07-11 | $42,746 | $43,153 | -$407 | -$407 |
| 500.000 SHARES TEREX CP NEW DEL | P | 2007-08-07 | 2016-07-11 | $10,360 | $36,139 | -$25,779 | -$25,779 |
| 50.000 SHARES TIMES WARNER CABLE INC | P | 2003-12-31 | 2016-05-20 | $5,000 | $1,261 | $3,739 | $3,739 |
| 0.692 SHARES VANECK VECTORS GOLD MINERS | P | 2011-05-25 | 2016-05-02 | $17 | $40 | -$23 | -$23 |
| 300.000 SHARES PHILLIPS 66 | P | 2014-07-23 | 2015-11-06 | $27,848 | $25,251 | $2,597 | $2,597 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$58,129 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $204,305 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $1,258,788 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.162303 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $220,064 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,263,728 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.174139 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $180,300 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,045,491 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.172455 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $163,806 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $855,933 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.191377 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $147,601 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $673,622 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.219115 | DistributionYr5Rt |
| Total Distribution | 0.919389 | TotalDistributionRt |
| Average Distribution | 0.183878 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $1,177,510 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $216,518 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $413 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $216,931 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $283,217 | 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 | $413 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $413 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $413 | TaxBasedOnInvestmentIncomeAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Tax Due | $413 | 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 |
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 | $1,154,112 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $41,330 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,195,442 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,195,442 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $17,932 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,177,510 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $58,876 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $58,876 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $413 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $413 | TotalTaxAmt |
| Distributable Before Adj | $58,463 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $58,463 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $58,463 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $283,217 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $283,217 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $413 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $282,804 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $58,463 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $114,218 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $122,059 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $128,688 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $157,712 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $142,384 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $665,061 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $283,217 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $58,463 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $224,754 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $889,815 | 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 | $114,218 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $775,597 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $122,059 | ExcessFromYear4Amt |
| Excess From Year3 | $128,688 | ExcessFromYear3Amt |
| Excess From Year2 | $157,712 | ExcessFromYear2Amt |
| Excess From Year1 | $142,384 | ExcessFromYear1Amt |
| Excess From Current Year | $224,754 | 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 (32 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BEST FRIENDS ANIMAL SOCIETY | ||||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 | |
| BOYS & GIRLS CLUB OF LEE COUNTY INC | ||||||||
| 7275 CONCOURSE DRIVE SUITE 200 | FORT MYERS | FL | 33908 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $12,135 | |
| CENTER FOR ACTION RESEARCH | ||||||||
| 32 MARKHAM ROAD | PRINCETON | NJ | 08540 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $10,000 | |
| CHARITABLE FOUNDATION OF THE ISLANDS | ||||||||
| 2460 PALM RIDGE ROAD | SANIBEL | FL | 33957 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 | |
| CHILDREN OF FALLEN PATRIOTS FOUNDATION | ||||||||
| 419 THIRD STREET NORTH | JACKSONVILLE BEACH | FL | 32250 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 | |
| CHILDREN'S SPECIALIZED HOSPITAL FUND | ||||||||
| 150 NEW PROVIDENCE ROAD | MOUNTAINSIDE | NJ | 07092 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $10,000 | |
| CHRISTOPHER'S HAVEN | ||||||||
| 1 EMERSON PLACE SUITE 2-N | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 | |
| COMMUNITY MUSICWORKS | ||||||||
| 1392 WESTMINISTER STREET | PROVIDENCE | RI | 02909 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 | |
| DREAM DAY ON CAPE COD | ||||||||
| PO BOX 364 | YARMOUTH POST | MA | 02675 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $500 | |
| FOUNDATION FOR FACES OF CHILDREN | ||||||||
| 258 HARVARD STREET 367 | BROOKLINE | MA | 02446 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 | |
| FRIENDS CENTER FOR CHILDREN INC | ||||||||
| 225 E GRAND AVENUE | NEW HAVEN | CT | 06513 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $3,000 | |
| FRIENDS OF BIG SKY EDUCATION (FOBSE) | ||||||||
| PO BOX 160633 | BIG SKY | MT | 59716 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,000 | |
| GREENWICH HOSPITAL | ||||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $10,000 | |
| HEALTHCARE NETWORK FOUNDATION OF SOUTHWEST FLORIDA | ||||||||
| PO BOX 877 | IMMOKALEE | FL | 34143 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,769 | |
| JETT FOUNDATION INC | ||||||||
| 68 EVERGREEN STREET SUITE ONE | KINGSTON | MA | 02364 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 | |
| LEE MEMORIAL HEALTH SYSTEM FOUNDATION INC | ||||||||
| PO BOX 2218 | FORT MYERS | FL | 33902 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 | |
| MANHATTAN THEATRE CLUB | ||||||||
| 311 WEST 43RD STREET 8TH FLOOR | NEW YORK | NY | 10036 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,500 | |
| MASSACHUSETTS FOUNDATION FOR TEACHING AND LEARNING INC | ||||||||
| 577 COUNTY ST | TAUNTON | MA | 02780 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $20,000 | |
| MIAMI DOLPHINS FOUNDATION | ||||||||
| 347 DON SHULA DRIVE | MIAMI GARDENS | FL | 33056 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $2,750 | |
| MUSCULAR DYSTROPHY ASSOCIATION | ||||||||
| 3300 E SUNRISE DRIVE | TUCSON | AZ | 85718 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $4,500 | |
| NAVY SEAL FOUNDATION INC | ||||||||
| 1619 D STREET | VIRGINIA BEACH | VA | 23459 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 | |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA | ||||||||
| 16100 ROSERUSH COURT | FORT MYERS | FL | 33908 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $40,000 | |
| RONALD MCDONALD HOUSE OF RI | ||||||||
| 45 GAY STREET | PROVIDENCE | RI | 02905 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $48,500 | |
| SAVE THE KID FUND | ||||||||
| 1 NORTH PINE STREET | NIANTIC | CT | 06357 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $29,700 | |
| SOUTH SHORE STARS INC | ||||||||
| 200 MIDDLE STREET | EAST WEYMOUTH | MA | 02189 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,000 | |
| SOUTHWEST FLORIDA COMMUNITY FOUNDATION INC | ||||||||
| 8771 COLLEGE PARKWAY BUILDING 2 | FORT MYERS | FL | 33919 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 | SUITE 201 |
| STERLING COLLEGE | ||||||||
| PO BOX 72 16 STERLING DRIVE | CRAFTSBURY COMMON | VT | 05827 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 | |
| TEAM IMPACT | ||||||||
| 3 BATTERYMARCH PARK 5TH FLOOR | QUINCY | MA | 02169 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $20,000 | |
| TRINITY REPERTORY COMPANY | ||||||||
| 201 WASHINGTON STREET | PROVIDENCE | RI | 02903 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $25,000 | |
| UNITED COMMUNITY AND FAMILY SERVICES INC | ||||||||
| 47 TOWN STREET | NORWICH | CT | 06360 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 | |
| UNITED WAY OF LEE COUNTY INC | ||||||||
| 7273 CONCOURSE DRIVE | FORT MYERS | FL | 33908 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $6,363 | |
| UNIVERSITY OF MASSACHUSETTS FOUNDATION INC | ||||||||
| ONE BEACON STREET 31ST FLOOR | BOSTON | MA | 02108 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $283,217 | 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 | $41,302 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | -$58,129 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $163,092 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | -$16,827 | ExclusionAmt |
| Related Or Exempt Function Incm | $163,092 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $146,265 | 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 | $28,616 | Yes (X) |
| JONATHA Y CASTLE | ||||||
| 2 | 902 KINGS CROWN DRIVE | SANIBEL | FL | 33957 | $6,187 | Yes (X) |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $1,048,322 | EOYBookValueAmt |
| EOYFMV | $1,169,631 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEDERAL INCOME TAX | Desc |
| Amt | $1,037 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (8 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK & CREDIT CARD FEES | $4,324 | $0 | $0 | $0 |
| WEBSITE & ADVERTISING | $100 | $0 | $0 | $0 |
| GOLF TOURNAMENT/ROAD RACE FOOD & ENTERTAINMENT | $26,000 | $0 | $0 | $0 |
| GOLF TOURNAMENT/ROAD RACE PRIZES & AUCTION ITEMS | $107 | $0 | $0 | $0 |
| GOLF TOURNAMENT/ROAD RACE COURSE FEES | $33,662 | $0 | $0 | $0 |
| POSTAGE | $0 | $0 | $0 | $0 |
| GOLF TOURNAMENT/ROAD RACE SHIRTS & PROMOTIONS | $3,317 | $0 | $0 | $0 |
| OTHER FUNDRAISING EXPENSE | $128 | $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 | $226,711 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $226,711 | 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 |