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BRINKLEY FAMILY CHARITABLE TR: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
BRINKLEY FAMILY CHARITABLE TR (EIN 52-6851031)
Tax period
2021-05-01 to 2022-04-30
Filed
2022-09-13
IRS object ID
202242569349100119
Schema version
2021v4.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2022-09-13T12:37:37-00:00ReturnTs
Tax Period End2022-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262913689PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1ORACLE CAPITAL STRATEGIES LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line12330 W JOPPA RD SUITE 107-AAddressLine1Txt
CityLUTHERVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21093ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2021-05-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN526851031EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BRINKLEY FAMILY FOUNDATIONBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlBRINBusinessNameControlTxt
Phone4104545605PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 W JOPPA ROAD APT 310AddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES BRINKLEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4104545605PhoneNum
Signature2022-09-13SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJAMES BRINKLEYPersonFirstNm
Person LastTRUSTEEPersonLastNm
FieldValueIRS element (for citing)
SSNXXX-XX-XXXXSSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY BOWDENPreparerPersonNm
PTINP00285275PTIN
Phone4108787002PhoneNum
Preparation2022-09-13PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer2TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2023-04-26 12:10:37ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,170,031FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$163InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$163InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$50,156DividendsRevAndExpnssAmt
Dividends Net Invst Incm$50,156DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$28,083NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$136,751GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$28,083CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,142OtherIncomeRevAndExpnssAmt
Total Rev And Expnss$79,544TotalRevAndExpnssAmt
Total Net Invst Incm$78,402TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,950AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,450AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$707InterestRevAndExpnssAmt
Interest Net Invst Incm$707InterestNetInvstIncmAmt
Other Expenses Rev And Expnss$71OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$25OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$7,728TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,232TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,450TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$102,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$102,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$110,678TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,232TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$106,400TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$31,134ExcessRevenueOverExpensesAmt
Net Investment Income$74,170NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$173,258SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$188,030SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$188,030SavAndTempCashInvstEOYFMVAmt
Acct Rcvbl$460AcctRcvblAmt
Acct Rcvbl EOY$460AcctRcvblEOYAmt
Acct Rcvbl EOYFMV$460AcctRcvblEOYFMVAmt
Corporate Stock BOY$2,907,465CorporateStockBOYAmt
Corporate Stock EOY$2,861,099CorporateStockEOYAmt
Corporate Stock EOYFMV$3,981,541CorporateStockEOYFMVAmt
Total Assets BOY$3,080,723TotalAssetsBOYAmt
Total Assets EOY$3,049,589TotalAssetsEOYAmt
Total Assets EOYFMV$4,170,031TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,080,723RetainedEarningBOYAmt
Retained Earning EOY$3,049,589RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,080,723TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,049,589TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,080,723TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,049,589TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,080,723TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$31,134ExcessRevenueOverExpensesAmt
Subtotal$3,049,589SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,049,589TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyVarious SecuritiesPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$136,751GrossSalesPriceAmt
Cost Or Other Basis$108,668CostOrOtherBasisAmt
Gain Or Loss$28,083GainOrLossAmt
Gains Minus Excess Or Losses$28,083GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$28,083CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$1,031InvestmentIncomeExciseTaxAmt
Subtotal$1,031SubtotalAmt
Tax Based On Investment Income$1,031TaxBasedOnInvestmentIncomeAmt
Es Penalty$5EsPenaltyAmt
Tax Due$1,036TaxDueAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateMDOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1ORACLE CAPITAL STRATEGIES LLCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4108787002PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line12330 W JOPPA ROAD SUITE 107-AAddressLine1Txt
CityLUTHERVILLECityNm
State AbbreviationMDStateAbbreviationCd
ZIP21093ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JAMES BRINKLEY
3170 SOUTH OCEAN BLVDPALM BEACHFL33480TRUSTEE000.00$0
DANA BRINKLEY
3170 SOUTH OCEAN BLVDPALM BEACHFL33480TRUSTEE000.00$0
DOUGLAS BRINKLEY
1901 RUXTON ROADRUXTONMD21204TRUSTEE000.00$0

Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt
Expenses1$0Expenses1Amt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

FieldValueIRS element (for citing)
Description1N/ADescription1Txt

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$2,303,499AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,088,875AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,392,374TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,392,374AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$65,886CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,326,488NetVlNoncharitableAssetsAmt
Minimum Investment Return$216,324MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$216,324MinimumInvestmentReturnAmt
Tax Based On Investment Income$1,031TaxBasedOnInvestmentIncomeAmt
Total Tax$1,031TotalTaxAmt
Distributable Before Adj$215,293DistributableBeforeAdjAmt
Distributable Before Ded$215,293DistributableBeforeDedAmt
Distributable As Adjusted$215,293DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$106,400ExpensesAndContributionsAmt
Qualifying Distributions$106,400QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$215,293DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$48,838ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$370,769ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2$10,809ExcessDistributionCyovYr2Amt
Total Excess Distribution Cyov$430,416TotalExcessDistributionCyovAmt
Qualifying Distributions$106,400QualifyingDistributionsAmt
Applied To Current Year$106,400AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$108,893ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$108,893ExcessDistributionCyovAppCYAmt
Total Corpus$321,523TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$321,523ExcessDistriCyovToNextYrAmt
Excess From Year3$310,714ExcessFromYear3Amt
Excess From Year2$10,809ExcessFromYear2Amt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerJAMES BRINKLEYContributingManagerNm
Shareholder ManagerNONEShareholderManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Alois Society and Alzheimers Assn
1850 York Rd Ste DTimoniumMD21093NONEPCTo further the exempt purpose$2,500
Blakehurst Residents Scholarship
1055 W Joppa RdTowsonMD21204NONEPCTo further the exempt purpose$300
Catholic Charities
320 Cathedral StBaltimoreMD21201NONEPCTo further the exempt purpose$500
Church of Bethesda
141 S County RdPalm BeachFL33480NONEPCTo further the exempt purpose$1,200
Church of Holy Comforter
130 W Seminary AveLuthervilleMD21093NONEPCTo further the exempt purpose$1,000
First Baptist Church Asheville
5 Oak StAshevilleNC28801NONEPCTo further the exempt purpose$10,000
Helping Up Mission
1029 E Baltimore StBaltimoreMD21202NONEPCTo further the exempt purpose$1,000
Johns Hopkins Office of Medicine
733 N BroadwayBaltimoreMD21205NONEPCTo further the exempt purpose$1,000
Kreative Influence Inc
2555 Harford RdBaltimoreMD21218NONEPCTo further the exempt purpose$2,500
National Kidney Foundation
1301 York Rd Ste 404LuthervilleMD21093NONEPCTo further the exempt purpose$750
St Martha's Episcopal Church
PO Box 1478Bethany BeachDE19930NONEPCTo further the exempt purpose$1,200
The Family Tree
2108 N Charles StBaltimoreMD21218NONEPCTo further the exempt purpose$35,500
United Way of Central Maryland
1800 Washington Blvd Ste 340BaltimoreMD21230NONEPCTo further the exempt purpose$5,000
We Our Us
PO Box 41583BaltimoreMD21203NONEPCTo further the exempt purpose$500
College of William & Mary
PO Box 1693WilliamsburgVA23187NONEPCTo further the exempt purpose$22,000
William & Mary Business School
PO Box 8795WilliamsburgVA23187NONEPCTo further the exempt purpose$15,000
William & Mary Foundation
5300 Discovery Park BlvdWilliamsburgVA23188NONEPCTo further the exempt purpose$2,000
YMCA of the VA Peninsulas
41 Old Oyster Point RdNewport NewsVA23602NONEPCTo further the exempt purpose$1,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$102,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$163ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$50,156ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$28,083ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
1231 Income from K118-$439
PASSTHRU INCOME FROM K-1S14$439

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$78,402ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$78,402TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd

Transfer Schedule Detail TransferScheduleDetail

Noncharitable Exempt Org Name NoncharitableExemptOrgName

FieldValueIRS element (for citing)
Business Name Line1NOT APPLICABLEBusinessNameLine1Txt
FieldValueIRS element (for citing)
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryORACLE CAPITAL STRATEGIES, LLCCategoryTxt
Amt$6,950Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,450DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK SEE ATTACHEDStockNm
EOY Book Value$2,861,099EOYBookValueAmt
EOYFMV$3,981,541EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH K-1S$46
CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH K-1S$25$25

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt
1231 Income from K1s-$439
Passthrough Income from K-1s$439
2020 Tax Refund$1,142

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Taxes Schedule TaxesSchedule

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