GRAMPYS CHARITIES: Form 990PF, tax year 2012
View the entire original 990 at ProPublica ↗
- Organization
- GRAMPYS CHARITIES (EIN 20-0523402)
- Tax period
- 2012-11-01 to 2013-10-31
- Filed
- 2014-06-16
- IRS object ID
- 201421679349100607
- Schema version
- 2012v2.1
- 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 Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Substantial Contributors Sch
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2014-06-16T10:07:20-05:00 | Timestamp |
| Tax Period End Date | 2013-10-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 061092709 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GOLDBLATT BOKOFF LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 457 WEST MAIN STREET | AddressLine1 |
| City | NORWICH | City |
| State | CT | State |
| ZIP Code | 06360 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnType |
| Tax Period Begin Date | 2012-11-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 200523402 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRAMPY'S CHARITIES UAD 122403 | BusinessNameLine1 |
| Business Name Line2 | JAMES JONATHA WILLIAM CASTLE TTEES | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | GRAM | NameControl |
| Phone | 8604376200 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 LEDYARD STREET | AddressLine1 |
| City | NEW LONDON | City |
| State | CT | State |
| ZIP Code | 063205337 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | JAMES H CASTLE | Name |
| Title | TRUSTEE | Title |
| Phone | 8604376200 | Phone |
| Date Signed | 2014-06-09 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIMOTHY TRACY | Name |
| PTIN | P01247089 | PTIN |
| Phone | 8608865108 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2012 | TaxYear |
| Build TS | 2015-12-30 17:16:21Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1240554 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 129366 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 33164 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 33164 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | -18196 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 113579 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 0 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 230124 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 230124 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 374458 | TotalRevenueAndExpenses |
| Total Net Investment Income | 33164 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 230124 | TotalAdjustedNetIncome |
| Comp Ofcr Dir Trst Rev And Expnss | 0 | CompOfcrDirTrstRevAndExpnss |
| Comp Ofcr Dir Trst Net Invst Incm | 0 | CompOfcrDirTrstNetInvstIncm |
| Comp Ofcr Dir Trst Adj Net Incm | 0 | CompOfcrDirTrstAdjNetIncm |
| Comp Ofcr Dir Trst Dsbrs Chrtbl Prps | 0 | CompOfcrDirTrstDsbrsChrtblPrps |
| Printing And Pub Rev And Expnss | 8612 | PrintingAndPubRevAndExpnss |
| Printing And Pub Net Invst Incm | 0 | PrintingAndPubNetInvstIncm |
| Printing And Pub Adj Net Incm | 0 | PrintingAndPubAdjNetIncm |
| Printing And Pub Dsbrs Chrtbl Prps | 0 | PrintingAndPubDsbrsChrtblPrps |
| Other Expenses Rev And Expnss | 87115 | OtherExpensesRevAndExpnss |
| Other Expenses Net Invst Incm | 0 | OtherExpensesNetInvstIncm |
| Other Expenses Adj Net Incm | 0 | OtherExpensesAdjNetIncm |
| Other Expenses Dsbrs Chrtbl Prps | 0 | OtherExpensesDsbrsChrtblPrps |
| Tot Opr Expenses Rev And Expnss | 95727 | TotOprExpensesRevAndExpnss |
| Tot Opr Expenses Net Invst Incm | 0 | TotOprExpensesNetInvstIncm |
| Tot Opr Expenses Adj Net Incm | 0 | TotOprExpensesAdjNetIncm |
| Tot Opr Expenses Dsbrs Chrtbl Prps | 0 | TotOprExpensesDsbrsChrtblPrps |
| Contri Gifts Paid Rev And Expnss | 180300 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 180300 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 276027 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 180300 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 98431 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 33164 | NetInvestmentIncome |
| Adjusted Net Income | 230124 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 43675 | CashBOY |
| Cash EOY | 29895 | CashEOY |
| Cash EOYFMV | 29895 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 68447 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 147187 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 147187 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 884456 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 918472 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 1063472 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 996578 | TotalAssetsBOY |
| Total Assets EOY | 1095554 | TotalAssetsEOY |
| Total Assets EOYFMV | 1240554 | TotalAssetsEOYFMV |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Org That Do Not Follow SFAS117 | X | OrgThatDoNotFollowSFAS117 |
| Capital Stock BOY | 0 | CapitalStockBOY |
| Capital Stock EOY | 0 | CapitalStockEOY |
| Paid In Or Capital Surplus BOY | 0 | PaidInOrCapitalSurplusBOY |
| Paid In Or Capital Surplus EOY | 0 | PaidInOrCapitalSurplusEOY |
| Retained Earnings BOY | 996578 | RetainedEarningsBOY |
| Retained Earnings EOY | 1095554 | RetainedEarningsEOY |
| Total Net Assets BOY | 996578 | TotalNetAssetsBOY |
| Total Net Assets EOY | 1095554 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 996578 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 1095554 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 996578 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 98431 | ExcessOfRevenueOverExpenses |
| Other Increases | 545 | OtherIncreases |
| Subtotal | 1095554 | Subtotal |
| Other Decreases | 0 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 1095554 | TotalNetAssetsFundBalancesEOY |
Capital Gains And Losses CapitalGainsAndLosses
Capital Gains And Losses Info CapitalGainsAndLossesInfo (11 entries)
| Description Of AssetDescriptionOfAsset | Date AcquiredDateAcquired | Date SoldDateSold | Gross Sales PriceGrossSalesPrice | Cost Or Other BasisCostOrOtherBasis | Gain Or LossGainOrLoss | Gains Minus Excess Or LossesGainsMinusExcessOrLosses |
|---|---|---|---|---|---|---|
| HEWLETT PACKARD | 2010-08-09 | 2013-02-20 | 6996 | 17778 | -10782 | -10782 |
| PHILLIPS 66 COM | 2011-08-11 | 2013-03-18 | 9840 | 4793 | 5047 | 5047 |
| BP PLC ADS | 2010-05-07 | 2013-05-13 | 12877 | 15141 | -2264 | -2264 |
| TRANSOCEAN LTD | 2010-05-07 | 2013-07-18 | 9856 | 14055 | -4199 | -4199 |
| CENTURYLINK INC | 2011-03-23 | 2013-07-31 | 17317 | 18350 | -1033 | -1033 |
| SPRINT NEXTEL CORP | 2003-12-31 | 2013-07-11 | 339 | 339 | 0 | 0 |
| SPRINT CORP COM SER 1 | 2013-07-11 | 2013-07-11 | 5 | 14 | -9 | -9 |
| CENTURYLINK INC | 2013-06-14 | 2013-08-01 | 27 | 27 | 0 | 0 |
| JP MORGAN CHASE | 2011-03-23 | 2013-08-20 | 17786 | 15816 | 1970 | 1970 |
| ATLAS PIPELINE PTNRS LP | 2012-05-10 | 2013-10-04 | 15718 | 13864 | 1854 | 1854 |
| RENTECH NITROGEN PTNRS LP | 2013-06-21 | 2013-10-30 | 22818 | 31598 | -8780 | -8780 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -18196 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 163806 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 855933 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.191377 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 147601 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 673622 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.219115 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 144638 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 529604 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.273106 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 89900 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 558076 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.161089 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 75750 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 717504 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.105574 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.950261 | TotalDistributionRatio |
| Average Distribution Ratio | 0.190052 | AverageDistributionRatio |
| Net Noncharitable Assets | 1045491 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 198698 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 332 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 199030 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 180300 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | 663 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 663 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 663 | TaxBasedOnInvestmentIncome |
| Tax Paid With Extension | 500 | TaxPaidWithExtension |
| Total Credits And Payments | 500 | TotalCreditsAndPayments |
| Penalty For Underpayment | 12 | PenaltyForUnderpayment |
| Tax Due | 175 | TaxDue |
Statements Regarding Activities StatementsRegardingActivities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Activities | 0 | LegislativePoliticalActivities |
| More Than100 Spent | 0 | MoreThan100Spent |
| Form1120 POL Filed | 0 | Form1120POLFiled |
| Sect4955 Tax On Organization | 0 | Sect4955TaxOnOrganization |
| Sect4955 Tax On Managers | 0 | Sect4955TaxOnManagers |
| Reimbursement Of Tax | 0 | ReimbursementOfTax |
| Activities Not Prev Reported | 0 | ActivitiesNotPrevReported |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylaws |
| Unrelated Bus Income Over1000 | 0 | UnrelatedBusIncomeOver1000 |
| Termination Etc | 0 | TerminationEtc |
| Requirements Of Sect508e | 0 | RequirementsOfSect508e |
| At Least5000 In Assets | 1 | AtLeast5000InAssets |
| States Filed With | CT | StatesFiledWith |
| Form990 PF Filed With AG | 1 | Form990PFFiledWithAG |
| Private Operating Foundation | 0 | PrivateOperatingFoundation |
| New Substantial Contributors | 1 | NewSubstantialContributors |
| Interest In Controlled Entity | 0 | InterestInControlledEntity |
| Applicable Insurance Contract | 0 | ApplicableInsuranceContract |
| Comply With Public Inspection Rqr | 1 | ComplyWithPublicInspectionRqr |
| Website Address | WWW.GRAMPYS.COM | WebsiteAddress |
| Books In Care Of Person Name | JAMES H CASTLE TRUSTEE | BooksInCareOfPersonName |
| Books In Care Of Phone Number | 8604376200 | BooksInCareOfPhoneNumber |
Books In Care Of US Address BooksInCareOfUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 LEDYARD STREET | AddressLine1 |
| City | NEW LONDON | City |
| State | CT | State |
| ZIP Code | 06320 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Bank | 0 | ForeignBank |
Statements Regarding Acty4720 StatementsRegardingActy4720
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exchange With Dsqfly Person | 0 | SaleOrExchangeWithDsqflyPerson |
| Borrow Or Lend With Dsqfly Person | 0 | BorrowOrLendWithDsqflyPerson |
| Furnished Goods With Dsqfly Person | 0 | FurnishedGoodsWithDsqflyPerson |
| Pay Compensation To Dsqfly Person | 0 | PayCompensationToDsqflyPerson |
| Transfer Assets To Dsqfly Person | 0 | TransferAssetsToDsqflyPerson |
| Payment To Government Offical | 0 | PaymentToGovernmentOffical |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActs |
| Undistributed Income Prior Years | 0 | UndistributedIncomePriorYears |
| Business Holdings | 0 | BusinessHoldings |
| Jeopardy Investments | 0 | JeopardyInvestments |
| Uncorrected Jeopardy Investments | 0 | UncorrectedJeopardyInvestments |
| Influence Legislation | 0 | InfluenceLegislation |
| Influence Election | 0 | InfluenceElection |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Noncharitable Purpose | 0 | NoncharitablePurpose |
| Rcv Funds To Pay Prsnl Bnft Contract | 0 | RcvFundsToPayPrsnlBnftContract |
| Pay Premiums Prsnl Bnft Contract | 0 | PayPremiumsPrsnlBnftContract |
| Prohibited Tax Shelter Transactn | 0 | ProhibitedTaxShelterTransactn |
Ofcr Dir Trustees Key Employee Info OfcrDirTrusteesKeyEmployeeInfo
Ofcr Dir Trustees Or Key Employee OfcrDirTrusteesOrKeyEmployee (5 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | TitleTitle | Avg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPosition | CompensationCompensation | Contri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtc | Expense Account Other AllowancesExpenseAccountOtherAllowances |
|---|---|---|---|---|---|---|---|---|
| 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 Highest Paid Empl NONE | NONE | CompOfHighestPaidEmplNONE |
| Tot Number Of Oth Empl Paid Over50k | 0 | TotNumberOfOthEmplPaidOver50k |
| Comp Of Hghst Paid Cntrct NONE | NONE | CompOfHghstPaidCntrctNONE |
| Tot Number Of Cntrct Paid Over50k | 0 | TotNumberOfCntrctPaidOver50k |
Sum Of Program Related Investments SumOfProgramRelatedInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Minimum Investment Return MinimumInvestmentReturn
| Field | Value | IRS element (for citing) |
|---|---|---|
| Avg Monthly FMV Of Securities | 999173 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 62239 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 1061412 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 1061412 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 15921 | CashDeemedCharitable |
| Net Noncharitable Assets | 1045491 | NetNoncharitableAssets |
| Minimum Investment Return | 52275 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 52275 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 663 | TaxBasedOnInvestmentIncome |
| Total Tax | 663 | TotalTax |
| Distributable Amount Before Adj | 51612 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 51612 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 51612 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 180300 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 180300 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 0 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 180300 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 51612 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 40143 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 62216 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 118362 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 114218 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 122059 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 456998 | TotalExcessDistriCarryover |
| Qualifying Distributions | 180300 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 51612 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 128688 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 585686 | TotalCorpus |
| Prior Year Undistributed Income | 0 | PriorYearUndistributedIncome |
| Prior Year Deficiency Or Tax | 0 | PriorYearDeficiencyOrTax |
| Taxable Amount1 | 0 | TaxableAmount1 |
| Taxable Amount2 | 0 | TaxableAmount2 |
| Undistributed Income CY | 0 | UndistributedIncomeCY |
| Distri From Corpus170b1 E Or4942g3 | 0 | DistriFromCorpus170b1EOr4942g3 |
| Excess Distri Cyov From Year5 | 40143 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 545543 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 62216 | ExcessFromYear4 |
| Excess From Year3 | 118362 | ExcessFromYear3 |
| Excess From Year2 | 114218 | ExcessFromYear2 |
| Excess From Year1 | 122059 | ExcessFromYear1 |
| Excess From Current Year | 128688 | ExcessFromCurrentYear |
Supplementary Information SupplementaryInformation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES H CASTLE | ContributingManager |
| Only Contributes To Preselected | X | OnlyContributesToPreselected |
Grant Or Contri Paid During Year GrantOrContriPaidDuringYear (31 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| BEST FRIENDS ANIMAL SOCIETY | |||||||
| 5001 ANGEL CANYON ROAD | KANAB | UT | 84741 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $500 |
| BULKELEY HIGH SCHOOL ALUMNI ASSOCIATION | |||||||
| 300 WETHERSFIELD AVE | HARTFORD | CT | 06114 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 |
| CARROLL SCHOOL CORP | |||||||
| 25 BAKER RIDGE ROAD | LINCOLN | MA | 01773 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $8,500 |
| CENTER FOR ACTION RESEARCH | |||||||
| 32 MARKHAM ROAD | PRINCETON | NJ | 08540 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $5,000 |
| CHARITABLE FOUNDATION OF THE ISLANDS | |||||||
| 2460 PALM RIDGE ROAD | SANIBEL | FL | 33957 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,500 |
| CHILDREN'S SPECIALIZED HOSPITAL FUND | |||||||
| 150 NEW PROVIDENCE ROAD | MOUNTAINSIDE | NJ | 07092 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $12,500 |
| CHRISTOPHER'S HAVEN | |||||||
| 1 EMERSON PLACE SUITE 2-N | BOSTON | MA | 02114 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 |
| COLLIER HEALTH SERVICES INC (DBA HEALTHCARE NETWORK OF SOUTHWEST FLORIDA) | |||||||
| 1454 MADISON AVENUE WEST | IMMOKALEE | FL | 34142 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 |
| CROHN'S AND COLITIS FOUNDATION OF AMERICA | |||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 |
| DREAM DAY ON CAPE COD | |||||||
| PO BOX 364 | YARMOUTH PORT | MA | 02675 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $500 |
| ED BEARDSLEY CHALLENGER DISCOVERY (THE CHALLENGER DISCOVERY PROGRAM) | |||||||
| 198 OLD TURNPIKE RD | BRISTOL | CT | 060108319 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $2,500 |
| FOUNDATION FOR FACES OF CHILDREN | |||||||
| 258 HARVARD STREET 367 | BROOKLINE | MA | 02446 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,000 |
| FRIENDS CENTER FOR CHILDREN INC | |||||||
| 225 E GRAND AVENUE | NEW HAVEN | CT | 06513 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $500 |
| FRIENDS OF BIG SKY EDUCATION (FOBSE) | |||||||
| PO BOX 160633 | BIG SKY | MT | 59716 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,000 |
| GREENWICH HOSPITAL | |||||||
| 5 PERRYRIDGE ROAD | GREENWICH | CT | 06830 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $10,000 |
| GRISWOLD HIGH SCHOOL | |||||||
| 267 SLATER AVENUE | GRISWOLD | CT | 06351 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $400 |
| JETT FOUNDATION INC | |||||||
| 68 EVERGREEN STREET SUITE ONE | KINGSTON | MA | 02364 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,000 |
| JOE ANDRUZZI FOUNDATION | |||||||
| PO BOX 73 | MANSFIELD | MA | 02048 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $7,100 |
| LABORATORY THEATER OF FLORIDA | |||||||
| 1634 WOODFORD AVENUE | FORT MYERS | FL | 33901 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 4742 N 24TH ST SUITE 400 | PHOENIX | AZ | 85016 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $10,000 |
| MIAMI DOLPHINS FOUNDATION | |||||||
| 347 DON SHULA DRIVE | MIAMI GARDENS | FL | 33056 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $1,700 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 3300 E SUNRISE DRIVE | TUCSON | AZ | 85718 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $4,100 |
| PAUL CUFFEE SCHOOL | |||||||
| 459 PROMENADE STREET | PROVIDENCE | RI | 02908 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 |
| RONALD MCDONALD HOUSE OF RI | |||||||
| 45 GAY STREET | PROVIDENCE | RI | 02905 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $46,500 |
| SICKLE CELL FOUNDATION OF PALM BEACH COUNTY INC | |||||||
| 1600 NORTH AUSTRALIAN AVENUE | WEST PALM BEACH | FL | 33407 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 |
| SOUTH SHORE STARS INC | |||||||
| 200 MIDDLE STREET | EAST WEYMOUTH | MA | 02189 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,000 |
| SUSAN G KOMEN FOR THE CURE | |||||||
| PO BOX 650309 | DALLAS | TX | 752650309 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $500 |
| TEAM IMPACT | |||||||
| 3 BATTERYMARCH PARK 5TH FLOOR | QUINCY | MA | 02169 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $20,000 |
| TERRI BRODEUR BREAST CANCER FOUNDATION INC | |||||||
| PO BOX 785 | NEW LONDON | CT | 06320 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $500 |
| TRINITY REPERTORY COMPANY | |||||||
| 201 WASHINGTON STREET | PROVIDENCE | RI | 02903 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $10,000 |
| UNITED COMMUNITY AND FAMILY SERVICES INC | |||||||
| 47 TOWN STREET | NORWICH | CT | 06360 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 180300 | TotGrantOrContriPaidDuringYear |
| Tot Grant Or Contri Approved Future | 0 | TotGrantOrContriApprovedFuture |
Analysis Income Producing Acty AnalysisIncomeProducingActy
Dividends And Int From Sec Part VII DividendsAndIntFromSecPartVII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $33,164 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | -$18,196 | ExclusionAmount |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 139333 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $14,968 | ExclusionAmount |
| Related Or Exempt Function Income | 139333 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 154301 | TotalPartXVIA |
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
Rln Of Acty To Accom Of Exempt Prps RlnOfActyToAccomOfExemptPrps
| Field | Value | IRS element (for citing) |
|---|---|---|
| Line Number | 9 | LineNumber |
| Relationship Statement | ORGANIZES AN ANNUAL GOLF TOURNAMENT AND ROAD RACE TO RAISE AWARENESS AND FUNDING FOR THE VARIOUS PUBLIC CHARITIES THAT THE FOUNDATION SUPPORTS. | RelationshipStatement |
Trnsfr Tr Rln With Noncharitable EO TrnsfrTrRlnWithNoncharitableEO
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Noncharitable EO | 0 | TrnsfrOfCashToNoncharitableEO |
| Trnsfr Oth Assets Noncharitable EO | 0 | TrnsfrOthAssetsNoncharitableEO |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssets |
| Purchase Assets Noncharitable EO | 0 | PurchaseAssetsNoncharitableEO |
| Rental Of Facilities Etc | 0 | RentalOfFacilitiesEtc |
| Reimbursement Arrangements | 0 | ReimbursementArrangements |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuarantees |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtc |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtc |
| Relationships Noncharitable E Os | 0 | RelationshipsNoncharitableEOs |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | X | Organization501c3ExemptPF |
| General Rule | X | GeneralRule |
Contributor Info ContributorInfo (3 entries)
| Contributor NumberContributorNumber | Contributor Name IndividualContributorNameIndividual | Address Line1ContributorAddressUS/AddressLine1 | CityContributorAddressUS/City | StateContributorAddressUS/State | ZIP CodeContributorAddressUS/ZIPCode | Aggregate ContributionsAggregateContributions | Person Contribution TypePersonContributionType | Noncash Contribution TypeNoncashContributionType |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| 1 | JAMES H CASTLE | 902 KINGS CROWN DRIVE | SANIBEL | FL | 33957 | 18984 | X | |
| (no name) | ||||||||
| 2 | MICHAEL GRESH | 296 LESTER ROAD | GRISWOLD | CT | 06351 | 5291 | X | X |
| ENERGY NORTH INC | ||||||||
| 3 | 392 DANIEL WEBSTER HWY | MERRIMACK | NH | 03054 | 81985 | X | ||
Noncash Property NoncashProperty
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number From Part I | 2 | ContributorNumberFromPartI |
| Noncash Property Description | 60 SHARES GENERAL DYNAMICS CORP STOCKS | NoncashPropertyDescription |
| Fair Market Value | 5291 | FairMarketValue |
| Date Received | 2013-10-11 | DateReceived |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MARKETABLE SECURITIES | NameOfStock |
| EOY Book Value | 918472 | EOYBookValue |
| EOYFMV | 1063472 | EOYFMV |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (8 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK & CREDIT CARD FEES | 3497 | 0 | 0 | 0 |
| WEBSITE & ADVERTISING | 665 | 0 | 0 | 0 |
| GOLF TOURNAMENT/ROAD RACE FOOD & ENTERTAINMENT | 30000 | 0 | 0 | 0 |
| GOLF TOURNAMENT/ROAD RACE PRIZES & AUCTION ITEMS | 1145 | 0 | 0 | 0 |
| GOLF TOURNAMENT/ROAD RACE COURSE FEES | 30703 | 0 | 0 | 0 |
| POSTAGE | 16 | 0 | 0 | 0 |
| GOLF TOURNAMENT/ROAD RACE SHIRTS & PROMOTIONS | 17054 | 0 | 0 | 0 |
| OTHER FUNDRAISING EXPENSE | 4035 | 0 | 0 | 0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income OtherIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | GROSS INCOME FROM SPECIAL FUNDRAISING EVENTS | Description |
| Revenue And Expenses Per Books | 230124 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 230124 | AdjustedNetIncome |
Other Increases Schedule OtherIncreasesSchedule
Other Increases OtherIncreases (2 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| FEDERAL INCOME TAX | $529 |
| FOREIGN DIV TAX | $16 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor SubstantialContributor
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person Name | JAMES H CASTLE 902 KINGS CROWN DRIV | PersonName |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 55 PEARL STREET | AddressLine1 |
| City | MYSTIC | City |
| State | CT | State |
| ZIP Code | 06355 | ZIPCode |