BRINKLEY FAMILY CHARITABLE TR: Form 990PF, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BRINKLEY FAMILY CHARITABLE TR (EIN 52-6851031)
- Tax period
- 2020-05-01 to 2021-04-30
- Filed
- 2021-07-22
- IRS object ID
- 202132039349100808
- Schema version
- 2020v4.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-07-22T12:42:54-00:00 | ReturnTs |
| Tax Period End | 2021-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORACLE CAPITAL STRATEGIES LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 W JOPPA RD SUITE 107-A | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2020-05-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526851031 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BRINKLEY FAMILY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BRIN | BusinessNameControlTxt |
| Phone | 4104545605 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 W JOPPA ROAD Room 310 | AddressLine1Txt |
| City | Towson | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21204 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BRINKLEY | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Signature | 2021-07-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | JAMES BRINKLEY | PersonFirstNm |
| Person Last | TRUSTEE | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY BOWDEN | PreparerPersonNm |
| PTIN | P00285275 | PTIN |
| Phone | 4108787002 | PhoneNum |
| Preparation | 2021-07-22 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $4,207,749 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Interest On Sav Rev And Expnss | $239 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $239 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $36,419 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $36,419 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $142 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $140,300 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $142 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $36,800 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $36,800 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $7,775 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $4,275 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $299 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $299 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $29,985 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $55 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $32 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $38,114 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $3,831 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $4,275 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $174,770 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $174,770 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $212,884 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $3,831 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $179,045 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$176,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $32,969 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $11,519 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $173,258 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $173,258 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,245,288 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,907,465 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $4,034,491 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,256,807 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,080,723 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $4,207,749 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,256,807 | RetainedEarningBOYAmt |
| Retained Earning EOY | $3,080,723 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,256,807 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $3,080,723 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,256,807 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $3,080,723 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,256,807 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$176,084 | ExcessRevenueOverExpensesAmt |
| Subtotal | $3,080,723 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $3,080,723 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Various Securites | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $140,300 | GrossSalesPriceAmt |
| Cost Or Other Basis | $140,158 | CostOrOtherBasisAmt |
| Gain Or Loss | $142 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $142 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $142 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $458 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $458 | SubtotalAmt |
| Tax Based On Investment Income | $458 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,600 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $1,600 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $1,600 | OriginalReturnTaxPaidAmt |
| Overpayment | $1,142 | OverpaymentAmt |
| Refund | $1,142 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ORACLE CAPITAL STRATEGIES LLC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4108787002 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2330 W JOPPA ROAD SUITE 107-A | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| JAMES BRINKLEY | ||||||
| 3170 SOUTH OCEAN BLVD | PALM BEACH | FL | 33480 | TRUSTEE | 000.00 | $0 |
| DANA BRINKLEY | ||||||
| 3170 SOUTH OCEAN BLVD | PALM BEACH | FL | 33480 | TRUSTEE | 000.00 | $0 |
| DOUGLAS BRINKLEY | ||||||
| 1901 RUXTON ROAD | RUXTON | MD | 21204 | TRUSTEE | 000.00 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $1,464,715 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,230,294 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $3,695,009 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $3,695,009 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $55,425 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $3,639,584 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $181,979 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $181,979 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $458 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $458 | TotalTaxAmt |
| Distributable Before Adj | $181,521 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $181,521 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $181,521 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $179,045 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $179,045 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $179,045 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $181,521 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $51,255 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $48,838 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $370,769 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $10,809 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $481,671 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $179,045 | QualifyingDistributionsAmt |
| Applied To Current Year | $179,045 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $2,476 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $2,476 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $479,195 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $48,779 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $430,416 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $48,838 | ExcessFromYear3Amt |
| Excess From Year2 | $370,769 | ExcessFromYear2Amt |
| Excess From Year1 | $10,809 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES BRINKLEY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (20 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| Alzheimers Assn | |||||||
| 1850 York Rd Ste D | Timonium | MD | 21093 | NONE | PC | To further the exempt purpose | $2,000 |
| Blakehurst Residents Scholarship | |||||||
| 1055 W Joppa Rd | Towson | MD | 21204 | NONE | PC | To further the exempt purpose | $950 |
| Cato Institute | |||||||
| 1000 Massachusetts Ave NW | Washington | DC | 20001 | NONE | PC | To further the exempt purpose | $1,000 |
| Church of the Holy Comforter | |||||||
| 130 W Seminary Ave | Lutherville | MD | 21093 | NONE | PC | To further the exempt purpose | $2,000 |
| College of William & Mary | |||||||
| PO Box 1693 | Williamsburg | VA | 23187 | NONE | PC | To further the exempt purpose | $139,320 |
| Garrison Forest School Fund | |||||||
| 300 Garrison Forest Rd | Owings Mills | MD | 21117 | NONE | PC | To further the exempt purpose | $3,500 |
| Helping Up Mission | |||||||
| 1029 E Baltimore St | Baltimore | MD | 21202 | NONE | PC | To further the exempt purpose | $200 |
| Jan Houbolt Scholarship | |||||||
| 111 S Calvert St Ste 1700 | Baltimore | MD | 21202 | NONE | PC | To further the exempt purpose | $500 |
| Judicial Watch | |||||||
| 425 Third St Ste 800 | Washington | DC | 20024 | NONE | PC | To further the exempt purpose | $800 |
| Nantucket Cottage Hospital Foundation | |||||||
| 57 Prospect St | Nantucket | MA | 02554 | NONE | PC | To further the exempt purpose | $1,000 |
| St Jude Childrens Research Hospital | |||||||
| 262 Danny Thomas Pl | Memphis | TN | 38105 | NONE | PC | To further the exempt purpose | $500 |
| St Martha's Episcopal Church | |||||||
| PO Box 1478 | Bethany Beach | DE | 19930 | NONE | PC | To further the exempt purpose | $1,200 |
| Team Green Running | |||||||
| 6101 Research Forest Dr | The Woodlands | TX | 77381 | NONE | PC | To further the exempt purpose | $1,500 |
| The Family Tree | |||||||
| 2108 N Charles St | Baltimore | MD | 21218 | NONE | PC | To further the exempt purpose | $2,500 |
| The Heritage Foundation | |||||||
| 214 Massachuetts Ave NE | Washington | DC | 20002 | NONE | PC | To further the exempt purpose | $1,600 |
| United Way of Central MD | |||||||
| 1800 Washington Blvd Ste 340 | Baltimore | MD | 21230 | NONE | PC | To further the exempt purpose | $10,000 |
| US Olympic and Paralympic Foundation | |||||||
| 1 Olympic Plaza | Colorado Springs | CO | 80909 | NONE | PC | To further the exempt purpose | $700 |
| Wounded Warrior Project | |||||||
| PO Box 758516 | Topeka | KS | 66675 | NONE | PC | To further the exempt purpose | $500 |
| MD Food Bank | |||||||
| 2200 Halethorpe Farms Rd | Baltimore | MD | 21227 | NONE | PC | To further the exempt purpose | $2,500 |
| Feeding South Florida | |||||||
| 2501 SW 32nd Terrace | Pembroke Park | FL | 33023 | NONE | PC | To further the exempt purpose | $2,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $174,770 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $239 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $36,419 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $142 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| 1231 Income from K1 | 18 | -$5 |
| PASSTHRU INCOME FROM K-1S | 14 | $5 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $36,800 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $36,800 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
Transfer Schedule Detail TransferScheduleDetail
Noncharitable Exempt Org Name NoncharitableExemptOrgName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOT APPLICABLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ORACLE CAPITAL STRATEGIES, LLC | CategoryTxt |
| Amt | $7,775 | Amt |
| Net Investment Income | $3,500 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $4,275 | DisbursementsCharitablePrpsAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK SEE ATTACHED | StockNm |
| EOY Book Value | $2,907,465 | EOYBookValueAmt |
| EOYFMV | $4,034,491 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH K-1S | $23 | |
| CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH K-1S | $7 | $7 |
| MISC EXPENSE | $25 | $25 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2020 Estimated taxes | $1,600 |
| 2019 Taxes Paid | $28,385 |
Comments