GRAMPYS CHARITIES: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- GRAMPYS CHARITIES (EIN 20-0523402)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-03-12
- IRS object ID
- 202640719349100519
- Schema version
- 2024v5.5
- 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) |
|---|---|---|
| Return | 2026-03-12T11:53:43-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | 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 | 2024-11-01 | 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 | 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 | 2026-03-12 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMBER MOORE | PreparerPersonNm |
| PTIN | P01368565 | PTIN |
| Phone | 8608865108 | PhoneNum |
| Preparation | 2026-03-12 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,055,267 | 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 | $529,738 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $47,077 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $47,077 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $173,008 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $422,056 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $173,008 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $80,565 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $80,565 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $830,388 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $220,085 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $80,565 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Adj Net Incm | $0 | CompOfcrDirTrstAdjNetIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $83,974 | 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 | $83,974 | 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 | $841,475 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $841,475 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $925,449 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $0 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $841,475 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$95,061 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $220,085 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $80,565 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $40,316 | CashBOYAmt |
| Cash EOY | $31,130 | CashEOYAmt |
| Cash EOYFMV | $31,130 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $170,320 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $218,011 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $218,011 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $462,508 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $0 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $0 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $775,656 | CorporateStockBOYAmt |
| Corporate Stock EOY | $970,293 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $1,806,126 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $1,448,800 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,219,434 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,055,267 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $1,448,800 | RetainedEarningBOYAmt |
| Retained Earning EOY | $1,219,434 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,448,800 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $1,219,434 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,448,800 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $1,219,434 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,448,800 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$95,061 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $1,353,739 | SubtotalAmt |
| Other Decreases | $134,305 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $1,219,434 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (11 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| CVS HEALTH CORP | 2023-06-15 | 2024-12-23 | $6,571 | $10,296 | -$3,725 | -$3,725 |
| CONSTELLATION BRANDS INC | 2018-11-29 | 2025-01-15 | $18,236 | $19,679 | -$1,443 | -$1,443 |
| CITIZENS FINANCIAL GROUP | 2025-03-13 | 2025-06-02 | $16,605 | $16,560 | $45 | $45 |
| LYONDELLBASELL | 2013-08-07 | 2025-07-31 | $17,467 | $20,738 | -$3,271 | -$3,271 |
| VANGUARD S&P 500 | 2020-02-24 | 2025-08-13 | $181,202 | $93,764 | $87,438 | $87,438 |
| COMCAST CORP | 2018-04-26 | 2025-10-07 | $12,436 | $14,035 | -$1,599 | -$1,599 |
| CROWDSTRIKE HOLDINGS INC | 2024-07-23 | 2025-10-10 | $15,486 | $8,201 | $7,285 | $7,285 |
| EMERSON ELECTRIC CO | 2020-03-31 | 2025-10-09 | $39,931 | $13,978 | $25,953 | $25,953 |
| MONDELEZ INTERNATIONAL INC | 2017-09-07 | 2025-10-07 | $6,808 | $4,562 | $2,246 | $2,246 |
| VANGUARD S&P 500 | 2020-02-25 | 2025-10-07 | $92,756 | $44,074 | $48,682 | $48,682 |
| ZOETIS INC | 2013-11-06 | 2025-10-07 | $14,558 | $3,161 | $11,397 | $11,397 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $173,008 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,059 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,059 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,059 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $0 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $0 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Tax Due | $3,059 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | 0 | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | CT | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | WWW.GRAMPYS.COM | WebsiteAddressTxt |
| Individual With Books | JAMES H CASTLE TRUSTEE | IndividualWithBooksNm |
| Phone | 8604376200 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 261 LEDYARD STREET | AddressLine1Txt |
| City | NEW LONDON | CityNm |
| State Abbreviation | CT | StateAbbreviationCd |
| ZIP | 06320 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| JAMES H CASTLE | ||||||||
| 15941 GLENISLE WAY | FORT MYERS | FL | 33912 | TRUSTEE | 1.50 | $0 | $0 | $0 |
| JONATHA Y CASTLE | ||||||||
| 15941 GLENISLE WAY | FORT MYERS | FL | 33912 | TRUSTEE | 0.25 | $0 | $0 | $0 |
| WILLIAM H CASTLE | ||||||||
| 55 PEARL STREET | MYSTIC | CT | 06355 | 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 | ||||||||
| 8930 179TH PLACE SW | EDMONDS | WA | 98026 | 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 | $1,728,004 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $127,039 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $1,855,043 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $1,855,043 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $27,826 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $1,827,217 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $91,361 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $91,361 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,059 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,059 | TotalTaxAmt |
| Distributable Before Adj | $88,302 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $88,302 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $88,302 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $841,475 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $841,475 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $88,302 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $182,276 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $71,581 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $247,487 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $381,737 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $555,142 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,438,223 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $841,475 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $88,302 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $753,173 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $2,191,396 | 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 | $182,276 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $2,009,120 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $71,581 | ExcessFromYear4Amt |
| Excess From Year3 | $247,487 | ExcessFromYear3Amt |
| Excess From Year2 | $381,737 | ExcessFromYear2Amt |
| Excess From Year1 | $555,142 | ExcessFromYear1Amt |
| Excess From Current Year | $753,173 | 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 (26 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| BIG OPPORTUNITIES | |||||||
| PO BOX 160626 | BIG SKY | MT | 59716 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| BOBBY NICHOLS FIDDLESTICKS CHARITY FOUNDATION | |||||||
| 15391 CANONGATE DRIVE | FORT MYERS | FL | 33912 | N/A | PF | UNRESTRICTED DONATION | $100,000 |
| CONTEMPORARY AMERICAN THEATRE FESTIVAL | |||||||
| PO BOX 429 | SHEPERDSTOWN | WV | 25443 | N/A | NC | UNRESTRICTED DONATION | $20,000 |
| DENISON PEQUOTSEPOS NATURE CENTER | |||||||
| 109 PEQUOTSEPOS NATURE CENTER | MYSTIC | CT | 06355 | N/A | PC | UNRESTRICTED DONATION | $5,000 |
| DREAM DAY ON CAPE COD | |||||||
| 165 NAN KE RAFE PATH | BREWSTER | MA | 02631 | N/A | PC | UNRESTRICTED DONATION | $5,000 |
| FISH OF SANIBEL-CAPITVA INC | |||||||
| 2422 PERIWINKLE WAY | SANIBEL | FL | 33957 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| FRIENDS CENTER FOR CHILDREN | |||||||
| 227 E GRAND AVE | NEW HAVEN | CT | 06513 | N/A | NC | UNRESTRICTED DONATION | $1,000 |
| GOODSPEED OPERA HOUSE | |||||||
| 6 MAIN ST | EAST HADDAM | CT | 06423 | N/A | NC | UNRESTRICTED DONATION | $5,000 |
| GULFSHORE PLAYHOUSE | |||||||
| 755 8TH AVE S | NAPLES | FL | 34102 | N/A | PC | UNRESTRICTED DONATION | $120,000 |
| LARC INC | |||||||
| 2570 HANSON ST | FORT MYERS | FL | 33901 | N/A | PC | UNRESTRICTED DONATION | $20,000 |
| LOVE ONE INTERNATIONAL | |||||||
| 1749 MALLORY LN SUITE 102 | BRENTWOOD | TN | 37027 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| MASHANTUCKET PEQUOT FIRE DEPARTMENT | |||||||
| 101 PEQUOT TRAIL | LEDYARD | CT | 06338 | N/A | NC | UNRESTRICTED DONATION | $1,000 |
| MYSTIC RIVER MUDHEAD SAILING ASSOCIATION | |||||||
| PO BOX 117 | WEST MYSTIC | CT | 063880117 | N/A | PF | UNRESTRICTED DONATION | $850 |
| NORWICH ROTARY CLUB | |||||||
| PO BOX 19 | BOZRAH | CT | 06334 | N/A | NC | UNRESTRICTED DONATION | $2,800 |
| PHILLIP P FESSENDEN MEMORIAL TRACK FUND | |||||||
| PO BOX 117 | ENGLEWOOD | FL | 34295 | N/A | NC | UNRESTRICTED DONATION | $25,625 |
| RONALD MCDONALD HOUSE CHARITIES OF SOUTHWEST FLORIDA | |||||||
| 16100 ROSERUSH COURT | FORT MYERS | FL | 33908 | N/A | PC | UNRESTRICTED DONATION | $75,000 |
| SALISBURY SCHOOL | |||||||
| 251 CANAAN RD | SALISBURY | CT | 06068 | N/A | NC | UNRESTRICTED DONATION | $5,000 |
| SAVE THE KID FUND INC | |||||||
| 33 STANTON LANE | PRESTON | CT | 06365 | N/A | PC | UNRESTRICTED DONATION | $85,000 |
| SOUTH FLORIDA AFTER-SCHOOL ALL-STARS | |||||||
| 11200 SW 8TH ST | MIAMI | FL | 33199 | N/A | PC | UNRESTRICTED DONATION | $30,000 |
| STERLING COLLEGE | |||||||
| PO BOX 72 | CRAFTSBURY COMMON | VT | 05827 | N/A | PC | UNRESTRICTED DONATION | $1,000 |
| THE KIDS AND CLAYS FOUNDATION | |||||||
| 823 FRANKLIN ST | MICHIGAN CITY | IN | 46360 | N/A | PF | UNRESTRICTED DONATION | $57,500 |
| TRAILWAYS CAMPS INC | |||||||
| 3502 HARBOR CT | FORT MYERS | FL | 33908 | N/A | NC | UNRESTRICTED DONATION | $145,000 |
| TRINITY REPERTORY COMPANY | |||||||
| 201 WASHINGTON STREET | PROVIDENCE | RI | 02903 | N/A | PC | UNRESTRICTED DONATION | $125,000 |
| UNITED WAY OF CENTRAL AND NORTHEASTERN CONNECTICUT | |||||||
| 30 LAUREL STREET | HARTFORD | CT | 06106 | N/A | PC | UNRESTRICTED DONATION | $5,200 |
| US COAST GUARD ACADEMY ALUMNI ASSOCIATION | |||||||
| 47 MOHEGAN AVE PKWY | NEW LONDON | CT | 06320 | N/A | NC | UNRESTRICTED DONATION | $1,000 |
| WINDSOR ROD AND GUN CLUB | |||||||
| PO BOX 688 | WINDSOR | CT | 06095 | N/A | NC | UNRESTRICTED DONATION | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $841,475 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $47,077 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $173,008 | ExclusionAmt |
Net Income Loss From Special Evt NetIncomeLossFromSpecialEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Related Or Exempt Function Incm | $8,694 | RelatedOrExemptFunctionIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $220,085 | ExclusionAmt |
| Related Or Exempt Function Incm | $8,694 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $228,779 | 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 (4 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| JAMES H CASTLE | |||||||
| 1 | 15941 GLENISLE WAY | FORT MYERS | FL | 33912 | $529,363 | Yes (X) | Yes (X) |
| AARON CUTLER | |||||||
| 2 | 58 MORDECAI LINCOLN RD | SCITUATE | MA | 02066 | $6,000 | Yes (X) | |
| ALAN BLAKE | |||||||
| 3 | PO BOX 138 | NEW VERNON | NJ | 07976 | $11,000 | Yes (X) | |
| MARTIN MCKINNEY | |||||||
| 4 | 20 MURPHY ROAD | NORTH FRANKLIN | CT | 06254 | $7,500 | Yes (X) | |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 860 SHARES OF VANGUARD S&P 500 ETF SECURITIES (VOO) | NoncashPropertyDesc |
| Fair Market Value | $499,677 | FairMarketValueAmt |
| Received | 2025-07-31 | ReceivedDt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | MARKETABLE SECURITIES | StockNm |
| EOY Book Value | $970,293 | EOYBookValueAmt |
| EOYFMV | $1,806,126 | EOYFMVAmt |
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail (2 entries)
| DescDesc | AmtAmt |
|---|---|
| FEDERAL INCOME TAX | $4,875 |
| BOOK/TAX DIFFERENCE ON SALE OF INVESTMENT PROPERTY | $129,430 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| BANK & CREDIT CARD FEES | $1,592 | $0 | $0 | $0 |
| INVESTMENT EXPENSES | $10,511 | $0 | $0 | $0 |
| OTHER FUNDRAISING EXPENSES | $71,871 | $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 | $80,565 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $80,565 | AdjustedNetIncomeAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JAMES H CASTLE | |||
| 15570 KILMARNOCK DRIVE | FORT MYERS | FL | 33912 |
| JONATHA Y CASTLE | |||
| 15570 KILMARNOCK DRIVE | FORT MYERS | FL | 33912 |
| ALAN J BLAKE | |||
| PO BOX 138 | NEW VERNON | NJ | 07976 |