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BRINKLEY FAMILY CHARITABLE TR: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
BRINKLEY FAMILY CHARITABLE TR (EIN 52-6851031)
Tax period
2023-05-01 to 2024-04-30
Filed
2024-08-03
IRS object ID
202422169349100002
Schema version
2023v5.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2024-08-03T04:21:56-00:00ReturnTs
Tax Period End2024-04-30TaxPeriodEndDt

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 Begin2023-05-01TaxPeriodBeginDt

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
Phone4102967324PhoneNum

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
Phone4102967324PhoneNum
Signature2024-08-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY BOWDENPreparerPersonNm
PTINP00285275PTIN
Phone4108787002PhoneNum
Preparation2024-08-03PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2024-08-08 14:25:15ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$4,988,687FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$3,142InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$3,142InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$143,098DividendsRevAndExpnssAmt
Dividends Net Invst Incm$143,098DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$33,720NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$471,110GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$33,720CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$7,616OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$7,616OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$187,576TotalRevAndExpnssAmt
Total Net Invst Incm$187,576TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,525AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,225AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,300AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$1,249InterestRevAndExpnssAmt
Interest Net Invst Incm$1,249InterestNetInvstIncmAmt
Taxes Rev And Expnss$3,164TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$99OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$20OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$11,037TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,494TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,300TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$117,950ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$117,950ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$128,987TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,494TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$121,250TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$58,589ExcessRevenueOverExpensesAmt
Net Investment Income$183,082NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$217,465SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$63,411SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$63,411SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,885,985CorporateStockBOYAmt
Corporate Stock EOY$3,098,628CorporateStockEOYAmt
Corporate Stock EOYFMV$4,925,276CorporateStockEOYFMVAmt
Total Assets BOY$3,103,450TotalAssetsBOYAmt
Total Assets EOY$3,162,039TotalAssetsEOYAmt
Total Assets EOYFMV$4,988,687TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$3,103,450RetainedEarningBOYAmt
Retained Earning EOY$3,162,039RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$3,103,450TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,162,039TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$3,103,450TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,162,039TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$3,103,450TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$58,589ExcessRevenueOverExpensesAmt
Subtotal$3,162,039SubtotalAmt
Tot Net Ast Or Fund Balances EOY$3,162,039TotNetAstOrFundBalancesEOYAmt

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$471,110GrossSalesPriceAmt
Cost Or Other Basis$437,390CostOrOtherBasisAmt
Gain Or Loss$33,720GainOrLossAmt
Gains Minus Excess Or Losses$33,720GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$33,720CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$2,545InvestmentIncomeExciseTaxAmt
Subtotal$2,545SubtotalAmt
Tax Based On Investment Income$2,545TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$2,102EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$2,102TotalPaymentsAndCreditsAmt
Original Return Tax Paid$2,102OriginalReturnTaxPaidAmt
Tax Due$443TaxDueAmt

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
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$2,866,790AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$1,625,809AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$4,492,599TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$4,492,599AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$67,389CashDeemedCharitableAmt
Net Vl Noncharitable Assets$4,425,210NetVlNoncharitableAssetsAmt
Minimum Investment Return$221,261MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$221,261MinimumInvestmentReturnAmt
Tax Based On Investment Income$2,545TaxBasedOnInvestmentIncomeAmt
Total Tax$2,545TotalTaxAmt
Distributable Before Adj$218,716DistributableBeforeAdjAmt
Distributable Before Ded$218,716DistributableBeforeDedAmt
Distributable As Adjusted$218,716DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$121,250ExpensesAndContributionsAmt
Qualifying Distributions$121,250QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$218,716DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$208,184ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$10,809ExcessDistributionCyovYr4Amt
Total Excess Distribution Cyov$218,993TotalExcessDistributionCyovAmt
Qualifying Distributions$121,250QualifyingDistributionsAmt
Applied To Current Year$121,250AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$97,466ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$97,466ExcessDistributionCyovAppCYAmt
Total Corpus$121,527TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$110,718ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$10,809ExcessDistriCyovToNextYrAmt
Excess From Year4$10,809ExcessFromYear4Amt

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 (14 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Baltimore School for the Arts
712 Cathedral StBaltimoreMD21201NONEPCTo further the exempt purpose$1,200
Blakehurst Residents Scholarship
1055 W Joppa RdTowsonMD21204NONEPCTo further the exempt purpose$2,000
Business Volunteers Maryland
1201 S Sharp St Ste 302BaltimoreMD21230NONEPCTo further the exempt purpose$10,000
Cato Institute
1000 Massachusetts Ave NWWashingtonDC20001NONEPCTo further the exempt purpose$3,000
Garrison Forest School
300 Garrison Forest RdOwings MillsMD21117NONEPCTo further the exempt purpose$2,500
MD Science Center
601 Light StBaltimoreMD21230NONEPCTo further the exempt purpose$5,000
National Kidney Foundation
1000 Corporate BlvdLinthicumMD21090NONEPCTo further the exempt purpose$750
St Jude Children's Research Hospital
262 Danny Thomas PlMemphisTN38105NONEPCTo further the exempt purpose$1,000
The Family Tree
2108 N Charles StBaltimoreMD21218NONEPCTo further the exempt purpose$18,500
The Heritage Foundation
214 Massachusetts Ave NEWashingtonDC20002NONEPCTo further the exempt purpose$5,000
United Way of Central Maryland
1800 Washington Blvd Ste 340BaltimoreMD21230NONEPCTo further the exempt purpose$51,500
US Olympic and Paralympic Foundation
1 Olympic PlazaColorado SpringsCO80909NONEPCTo further the exempt purpose$1,000
William & Mary Business School
PO Box 1693WilliamsburgVA23187NONEPCTo further the exempt purpose$15,000
Wounded Warrior Project
4899 Belfort Rd Ste 300JacksonvilleFL32256NONEPCTo further the exempt purpose$1,500
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$117,950TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$3,142ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$143,098ExclusionAmt

Other Investment Income OtherInvestmentIncomeGrp

FieldValueIRS element (for citing)
Exclusion$10,108ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$33,720ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (2 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
1231 Income from K118
PASSTHRU INCOME FROM K-1S14-$2,492

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$187,576ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$187,576TotalIncomeProducingActyAmt

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$6,525Amt
Net Investment Income$3,225NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,300DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK SEE ATTACHEDStockNm
EOY Book Value$3,098,628EOYBookValueAmt
EOYFMV$4,925,276EOYFMVAmt

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$79
CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH K-1S$20$20

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Passthrough Income from K-1s-$2,492-$2,492
Misc Income$10,108$10,108

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
2023 Estimated taxes$2,102
2022 Taxes Paid$1,062

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