GRAMPYS CHARITIES: Form 990PF, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- GRAMPYS CHARITIES (EIN 20-0523402)
- Tax period
- 2011-11-01 to 2012-10-31
- Filed
- 2013-06-04
- IRS object ID
- 201301559349100405
- Schema version
- 2011v1.5
- 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) |
|---|---|---|
| Timestamp | 2013-06-04T10:14:52-05:00 | Timestamp |
| Tax Period End Date | 2012-10-31 | 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 | 2011-11-01 | 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 | 2013-06-03 | 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 | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exempt PF | X | ExemptPF |
| FMV Assets EOY | 1005648 | FMVAssetsEOY |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Received Rev And Expnss | 28234 | ContriReceivedRevAndExpnss |
| Dividends Rev And Expnss | 26629 | DividendsRevAndExpnss |
| Dividends Net Invst Incm | 26629 | DividendsNetInvstIncm |
| Net Gain Sale Assets Rev And Expnss | 25876 | NetGainSaleAssetsRevAndExpnss |
| Gross Sales Price | 132274 | GrossSalesPrice |
| Capital Gain Net Incm Net Invst Incm | 25876 | CapitalGainNetIncmNetInvstIncm |
| Other Income Rev And Expnss | 302029 | OtherIncomeRevAndExpnss |
| Other Income Net Invst Incm | 0 | OtherIncomeNetInvstIncm |
| Other Income Adj Net Incm | 302029 | OtherIncomeAdjNetIncm |
| Total Revenue And Expenses | 382768 | TotalRevenueAndExpenses |
| Total Net Investment Income | 52505 | TotalNetInvestmentIncome |
| Total Adjusted Net Income | 302029 | 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 | 4119 | 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 | 89303 | 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 | 93422 | 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 | 164331 | ContriGiftsPaidRevAndExpnss |
| Contri Gifts Paid Dsbrs Chrtbl Prps | 164331 | ContriGiftsPaidDsbrsChrtblPrps |
| Total Expenses Rev And Expnss | 257753 | TotalExpensesRevAndExpnss |
| Total Expenses Net Invst Incm | 0 | TotalExpensesNetInvstIncm |
| Total Expenses Adj Net Incm | 0 | TotalExpensesAdjNetIncm |
| Total Expenses Dsbrs Chrtbl Prps | 164331 | TotalExpensesDsbrsChrtblPrps |
| Excess Of Revenue Over Expenses | 125015 | ExcessOfRevenueOverExpenses |
| Net Investment Income | 52505 | NetInvestmentIncome |
| Adjusted Net Income | 302029 | AdjustedNetIncome |
Balance Sheets BalanceSheets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | 21210 | CashBOY |
| Cash EOY | 43675 | CashEOY |
| Cash EOYFMV | 43675 | CashEOYFMV |
| Savings And Temp Cash Invst BOY | 43672 | SavingsAndTempCashInvstBOY |
| Savings And Temp Cash Invst EOY | 68447 | SavingsAndTempCashInvstEOY |
| Savings And Temp Cash Invst EOYFMV | 68447 | SavingsAndTempCashInvstEOYFMV |
| Investments Corp Stock BOY | 806830 | InvestmentsCorpStockBOY |
| Investments Corp Stock EOY | 884456 | InvestmentsCorpStockEOY |
| Investments Corp Stock EOYFMV | 893526 | InvestmentsCorpStockEOYFMV |
| Total Assets BOY | 871712 | TotalAssetsBOY |
| Total Assets EOY | 996578 | TotalAssetsEOY |
| Total Assets EOYFMV | 1005648 | 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 | 871712 | RetainedEarningsBOY |
| Retained Earnings EOY | 996578 | RetainedEarningsEOY |
| Total Net Assets BOY | 871712 | TotalNetAssetsBOY |
| Total Net Assets EOY | 996578 | TotalNetAssetsEOY |
| Total Liabilities Net Assets BOY | 871712 | TotalLiabilitiesNetAssetsBOY |
| Total Liabilities Net Assets EOY | 996578 | TotalLiabilitiesNetAssetsEOY |
Changes In Net Assets Fund Balances ChangesInNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Net Assets Fund Balances BOY | 871712 | TotalNetAssetsFundBalancesBOY |
| Excess Of Revenue Over Expenses | 125015 | ExcessOfRevenueOverExpenses |
| Other Increases | 0 | OtherIncreases |
| Subtotal | 996727 | Subtotal |
| Other Decreases | 149 | OtherDecreases |
| Total Net Assets Fund Balances EOY | 996578 | 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 |
|---|---|---|---|---|---|---|
| ABBOTT LABORATORIES | 2011-02-24 | 2012-01-04 | 22752 | 19517 | 3235 | 3235 |
| CVR PARTNERS, LP | 2011-06-14 | 2012-01-09 | 14381 | 11421 | 2960 | 2960 |
| SUNCOKE ENERGY INC COM | 2011-06-14 | 2012-01-17 | 2169 | 2063 | 106 | 106 |
| TEXAS INSTRUMENTS | 2003-12-31 | 2012-01-27 | 24486 | 22991 | 1495 | 1495 |
| PHILLIPS 66 | 2011-08-11 | 2012-04-30 | 22 | 21 | 1 | 1 |
| AOL INC | 2003-12-31 | 2012-05-10 | 475 | 553 | -78 | -78 |
| PROCTOR & GAMBLE | 2003-12-31 | 2012-06-01 | 13029 | 10916 | 2113 | 2113 |
| RENTECH NITROGEN PARTNERS LP | 2011-11-08 | 2012-06-26 | 32028 | 19855 | 12173 | 12173 |
| SUNOCO INC | 2011-09-09 | 2012-07-12 | 249 | 200 | 49 | 49 |
| SUNOCO INC | 2011-06-14 | 2012-07-12 | 14293 | 10515 | 3778 | 3778 |
| CENTURY LINK INC | 2011-03-23 | 2012-08-28 | 8390 | 8346 | 44 | 44 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | 25876 | CapitalGainNetIncome |
Qlfy Und Sect4940e For Reduced Tax QlfyUndSect4940eForReducedTax
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable For4942 Tax | 0 | LiableFor4942Tax |
| Qualifying Distributions Year1 | 147601 | QualifyingDistributionsYear1 |
| Noncharitable Assets Year1 | 673622 | NoncharitableAssetsYear1 |
| Distribution Ratio Year1 | 0.219115 | DistributionRatioYear1 |
| Qualifying Distributions Year2 | 144638 | QualifyingDistributionsYear2 |
| Noncharitable Assets Year2 | 529604 | NoncharitableAssetsYear2 |
| Distribution Ratio Year2 | 0.273106 | DistributionRatioYear2 |
| Qualifying Distributions Year3 | 89900 | QualifyingDistributionsYear3 |
| Noncharitable Assets Year3 | 558076 | NoncharitableAssetsYear3 |
| Distribution Ratio Year3 | 0.161089 | DistributionRatioYear3 |
| Qualifying Distributions Year4 | 75750 | QualifyingDistributionsYear4 |
| Noncharitable Assets Year4 | 717504 | NoncharitableAssetsYear4 |
| Distribution Ratio Year4 | 0.105574 | DistributionRatioYear4 |
| Qualifying Distributions Year5 | 84600 | QualifyingDistributionsYear5 |
| Noncharitable Assets Year5 | 529250 | NoncharitableAssetsYear5 |
| Distribution Ratio Year5 | 0.159849 | DistributionRatioYear5 |
| Total Distribution Ratio | 0.918733 | TotalDistributionRatio |
| Average Distribution Ratio | 0.183747 | AverageDistributionRatio |
| Net Noncharitable Assets | 855933 | NetNoncharitableAssets |
| Adjusted Noncharitable Assets | 157275 | AdjustedNoncharitableAssets |
| One Percent Net Investment Income | 525 | OnePercentNetInvestmentIncome |
| Adj Nonchrtbl Assets And One | 157800 | AdjNonchrtblAssetsAndOnePct |
| Qualifying Distributions | 164331 | QualifyingDistributions |
Excise Tax Based On Investment Incm ExciseTaxBasedOnInvestmentIncm
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | X | DomesticOrgMeetingSect4940e |
| Investment Income Excise Tax | 525 | InvestmentIncomeExciseTax |
| Tax Under Section511 | 0 | TaxUnderSection511 |
| Subtotal | 525 | Subtotal |
| Subtitle A Tax | 0 | SubtitleATax |
| Tax Based On Investment Income | 525 | TaxBasedOnInvestmentIncome |
| Total Credits And Payments | 0 | TotalCreditsAndPayments |
| Penalty For Underpayment | 4 | PenaltyForUnderpayment |
| Tax Due | 529 | 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 | 836147 | AvgMonthlyFMVOfSecurities |
| Avg Monthly Cash Balances | 32821 | AvgMonthlyCashBalances |
| FMV All Other Noncharitable Assets | 0 | FMVAllOtherNoncharitableAssets |
| Total FMV Of Unused Assets | 868968 | TotalFMVOfUnusedAssets |
| Reduction Claimed | 0 | ReductionClaimed |
| Acquisition Indebtedness | 0 | AcquisitionIndebtedness |
| Adj Total FMV Of Unused Assets | 868968 | AdjTotalFMVOfUnusedAssets |
| Cash Deemed Charitable | 13035 | CashDeemedCharitable |
| Net Noncharitable Assets | 855933 | NetNoncharitableAssets |
| Minimum Investment Return | 42797 | MinimumInvestmentReturn |
Distributable DistributableAmount
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | 42797 | MinimumInvestmentReturn |
| Tax Based On Investment Income | 525 | TaxBasedOnInvestmentIncome |
| Total Tax | 525 | TotalTax |
| Distributable Amount Before Adj | 42272 | DistributableAmountBeforeAdj |
| Recoveries Qlfy Distributions | 0 | RecoveriesQlfyDistributions |
| Distributable Amount Before Ded | 42272 | DistributableAmountBeforeDed |
| Deduction Fr Distributable | $0 | DeductionFrDistributableAmount |
| Distributable Amount As Adjusted | 42272 | DistributableAmountAsAdjusted |
Qualifying Distributions QualifyingDistributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | 164331 | ExpensesAndContributions |
| Program Related Investments Total | 0 | ProgramRelatedInvestmentsTotal |
| Qualifying Distributions | 164331 | QualifyingDistributions |
| One Pct Sect4940e Org Net Invst Incm | 525 | OnePctSect4940eOrgNetInvstIncm |
| Adj Qualifying Distributions | 163806 | AdjQualifyingDistributions |
Undistributed Income UndistributedIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable Amount As Adjusted | 42272 | DistributableAmountAsAdjusted |
| Undistributed Income Prior Year | 0 | UndistributedIncomePriorYear |
| Total For Prior Years | 0 | TotalForPriorYears |
| Excess Distri Carryover Year5 | 58576 | ExcessDistriCarryoverYear5 |
| Excess Distri Carryover Year4 | 40143 | ExcessDistriCarryoverYear4 |
| Excess Distri Carryover Year3 | 62216 | ExcessDistriCarryoverYear3 |
| Excess Distri Carryover Year2 | 118362 | ExcessDistriCarryoverYear2 |
| Excess Distri Carryover Year1 | 114218 | ExcessDistriCarryoverYear1 |
| Total Excess Distri Carryover | 393515 | TotalExcessDistriCarryover |
| Qualifying Distributions | 164331 | QualifyingDistributions |
| Applied To Year1 | 0 | AppliedToYear1 |
| Applied To Prior Years | 0 | AppliedToPriorYears |
| Treated As Distri From Corpus | 0 | TreatedAsDistriFromCorpus |
| Applied To Current Year | 42272 | AppliedToCurrentYear |
| Remaining Distri From Corpus | 122059 | RemainingDistriFromCorpus |
| Excess Distri Cyov App CY Corpus | 0 | ExcessDistriCyovAppCYCorpus |
| Excess Distri Cyov Applied CY | 0 | ExcessDistriCyovAppliedCY |
| Total Corpus | 515574 | 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 | 58576 | ExcessDistriCyovFromYear5 |
| Excess Distri Cyov To Next Year | 456998 | ExcessDistriCyovToNextYear |
| Excess From Year4 | 40143 | ExcessFromYear4 |
| Excess From Year3 | 62216 | ExcessFromYear3 |
| Excess From Year2 | 118362 | ExcessFromYear2 |
| Excess From Year1 | 114218 | ExcessFromYear1 |
| Excess From Current Year | 122059 | 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 (23 entries)
| Address Line1RecipientUSAddress/AddressLine1 | CityRecipientUSAddress/City | StateRecipientUSAddress/State | ZIP CodeRecipientUSAddress/ZIPCode | Recipient RelationshipRecipientRelationship | Recipient Foundation StatusRecipientFoundationStatus | Purpose Of Grant Or ContributionPurposeOfGrantOrContribution | AmountAmount |
|---|---|---|---|---|---|---|---|
| APRENDER | |||||||
| 32 MARKHAM ROAD | PRINCETON | NJ | 08540 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,470 |
| BULKELEY ALUMNI ASSOCIATION | |||||||
| 300 WETHERSFIELD AVE | HARTFORD | CT | 06114 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $1,000 |
| CARROLL SCHOOL CORP | |||||||
| 25 BAKER BRIDGE ROAD | LINCOLN | MA | 01773 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,000 |
| 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 | $20,790 |
| CROHN'S AND COLITIS FOUNDATION OF AMERICA | |||||||
| 386 PARK AVENUE SOUTH | NEW YORK | NY | 10016 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $2,500 |
| ED BEARDSLEY CHALLENGER DISCOVERY | |||||||
| 198 OLD TURNPIKE ROAD | BRISTOL | CT | 06010 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $3,500 |
| FLORIDA REPERTORY THEATRE | |||||||
| 2267 1ST STREET | FORT MYERS | FL | 33901 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $31,881 |
| FOUNDATION FOR FACES OF CHILDREN | |||||||
| 258 HARVARD STREET 367 | BROOKLINE | MA | 02446 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,000 |
| GREGORY SCOTT MISTRETTA SCHOLARSHIP | |||||||
| 30 CHESTERFIELD ROAD | EAST LYME | CT | 06333 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,900 |
| JOE ANDRUZZI FOUNDATION | |||||||
| PO BOX 73 | MANSFIELD | MA | 02048 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $4,500 |
| MAKE-A-WISH FOUNDATION OF AMERICA | |||||||
| 4742 N 24TH ST SUITE 400 | PHOENIX | AZ | 85016 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $10,000 |
| MCCOURT FOUNDATION | |||||||
| 300 CONGRESS STREET SUITE 302 | QUINCY | MA | 02169 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $2,500 |
| MUSCULAR DYSTROPHY ASSOCIATION | |||||||
| 3300 E SUNRISE DRIVE | TUCSON | AZ | 85718 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $2,500 |
| PAUL CUFFEE SCHOOL | |||||||
| 459 PROMENADE STREET | PROVIDENCE | RI | 02908 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $2,000 |
| RISING STARS TUTUORING | |||||||
| 7685 E VIA DEL SOL | SCOTTSDALE | AZ | 85255 | N/A | PUBLIC CHARITY | AMBER - 06/03/13 09:43AM WORKSHEET PRIVATE FOUNDATION | $2,000 |
| RONALD MCDONALD HOUSE OF RI | |||||||
| 2330 MONUMENT AVENUE | RICHMOND | VA | 23220 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $39,600 |
| SANIBEL-CAPTIVA CONSERVATION FOUNDATION | |||||||
| 3333 SANIBEL-CAPTIVA ROAD | SANIBEL | FL | 33957 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 |
| 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 |
| TEAM IMPACT | |||||||
| 3 BATTERYMARCH PARK 5TH FLOOR | QUINCY | MA | 02169 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $5,000 |
| THE ALS ASSOCIATION | |||||||
| 1275 K STREET NW SUITE 1050 | WASHINGTON | DC | 20005 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $1,000 |
| THE MICHAEL COSTELLO CHARITABLE TRUST | |||||||
| PO BOX 326 | WILMINGTON | VT | 05363 | N/A | PRIVATE FOUNDATION | UNRESTRICTED DONATION | $2,690 |
| UNITED COMMUNITY AND FAMILY SERVICES INC | |||||||
| 47 TOWN STREET | NORWICH | CT | 06360 | N/A | PUBLIC CHARITY | UNRESTRICTED DONATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Grant Or Contri Paid During Year | 164331 | 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 | $26,629 | ExclusionAmount |
Gain Sales Assets Oth Than Invntry GainSalesAssetsOthThanInvntry
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion Code | 14 | ExclusionCode |
| Exclusion | $25,876 | ExclusionAmount |
Net Income Loss From Special Events NetIncomeLossFromSpecialEvents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Income | 217326 | RelatedOrExemptFunctionIncome |
Subtotals Part XVIA SubtotalsPartXVIA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Income | $0 | UnrelatedBusinessIncomeAmount |
| Exclusion | $52,505 | ExclusionAmount |
| Related Or Exempt Function Income | 217326 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Part XVIA | 269831 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor Number | 1 | ContributorNumber |
| Contributor Name Individual | JAMES H CASTLE | ContributorNameIndividual |
Contributor Address US ContributorAddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 902 KINGS CROWN DRIVE | AddressLine1 |
| City | SANIBEL | City |
| State | FL | State |
| ZIP Code | 33957 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Aggregate Contributions | 22238 | AggregateContributions |
| Person Contribution Type | X | PersonContributionType |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corp Stock InvestmentsCorpStock
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Stock | MARKETABLE SECURITIES | NameOfStock |
| EOY Book Value | 884456 | EOYBookValue |
| EOYFMV | 893526 | EOYFMV |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases OtherDecreases
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | FEDERAL INCOME TAX | Description |
| Amount | $149 | Amount |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses OtherExpenses (5 entries)
| DescriptionDescription | Revenue And Expenses Per BooksRevenueAndExpensesPerBooks | Net Investment IncomeNetInvestmentIncome | Adjusted Net IncomeAdjustedNetIncome | Disbursements Charitable PrpsDisbursementsCharitablePrps |
|---|---|---|---|---|
| BANK & CREDIT CARD FEES | 4078 | 0 | 0 | 0 |
| OFFICE SUPPLIES | 522 | 0 | 0 | 0 |
| GOLF TOURNAMENT/ROAD RACE FOOD & ENTERTAINMENT | 39486 | 0 | 0 | 0 |
| GOLF TOURNAMENT/ROAD RACE PRIZES & AUCTION ITEMS | 11000 | 0 | 0 | 0 |
| GOLF TOURNAMENT/ROAD RACE COURSE FEES | 34217 | 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 | 302029 | RevenueAndExpensesPerBooks |
| Adjusted Net Income | 302029 | AdjustedNetIncome |
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 |