BETA

BRINKLEY FAMILY CHARITABLE TR: Form 990PF, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
BRINKLEY FAMILY CHARITABLE TR (EIN 52-6851031)
Tax period
2019-05-01 to 2020-04-30
Filed
2020-09-17
IRS object ID
202012619349100801
Schema version
2019v5.1
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)
Return2020-09-17T11:18:36-00:00ReturnTs
Tax Period End2020-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

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 Begin2019-05-01TaxPeriodBeginDt

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 Room 310AddressLine1Txt
CityTowsonCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES BRINKLEYPersonNm
Person TitleTRSUTEEPersonTitleTxt
Signature2020-09-17SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY BOWDENPreparerPersonNm
Phone4108787002PhoneNum
Preparation2020-09-17PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.10.173.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-09-17IPDt
IP Tm15:17:57IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id33EA51B69D88E77E2AA4775E9E7CEC53F01FE5E1AtSubmissionCreationDeviceId
At Submission Filing Device Id91FB7082E4CCE40E44101C5A977B8D80071DF714AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$3,627,780FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$1,159,917ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss$1,754InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$1,754InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$69,499DividendsRevAndExpnssAmt
Dividends Net Invst Incm$69,499DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,377,894NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,484,324GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,377,894CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$2,676OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm-$12OtherIncomeNetInvstIncmAmt
Total Rev And Expnss$2,611,740TotalRevAndExpnssAmt
Total Net Invst Incm$1,449,135TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,775AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,500AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$4,275AccountingFeesChrtblPrpsAmt
Interest Rev And Expnss$1,216InterestRevAndExpnssAmt
Interest Net Invst Incm$1,216InterestNetInvstIncmAmt
Taxes Rev And Expnss$11TaxesRevAndExpnssAmt
Taxes Net Invst Incm$11TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$180OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$156OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$9,182TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$4,883TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$4,275TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$158,100ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$158,100ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$167,282TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$4,883TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$162,375TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$2,444,458ExcessRevenueOverExpensesAmt
Net Investment Income$1,444,252NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$70,209SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$11,519SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$11,519SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,086,758CorporateStockBOYAmt
Corporate Stock EOY$3,245,288CorporateStockEOYAmt
Corporate Stock EOYFMV$3,616,261CorporateStockEOYFMVAmt
Total Assets BOY$2,156,967TotalAssetsBOYAmt
Total Assets EOY$3,256,807TotalAssetsEOYAmt
Total Assets EOYFMV$3,627,780TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$2,156,967RetainedEarningBOYAmt
Retained Earning EOY$3,256,807RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,156,967TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$3,256,807TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,156,967TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$3,256,807TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,156,967TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$2,444,458ExcessRevenueOverExpensesAmt
Other Increases$3OtherIncreasesAmt
Subtotal$4,601,428SubtotalAmt
Other Decreases$1,344,621OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$3,256,807TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (5 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmtSoldSoldDt
Various SecuritiesP$183,369$94,001$89,368$89,368
Legg MasonD$78,678$433$78,245$78,2452019-05-16
Legg MasonD$848,685$7,403$841,282$841,2822019-05-17
Legg MasonD$372,251$4,593$367,658$367,6582019-07-08
Passthrough from K-1s$1,341$1,341$1,341
FieldValueIRS element (for citing)
Capital Gain Net Income$1,377,894CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$507,726AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,758,747NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000000.184042DistributionYr1Rt
Adjusted Qlfy Distri Yr2$175,522AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,680,799NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000000.065474DistributionYr2Rt
Adjusted Qlfy Distri Yr3$14,750AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,368,058NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000000.006229DistributionYr3Rt
Adjusted Qlfy Distri Yr4$158,230AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,181,164NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000000.072544DistributionYr4Rt
Adjusted Qlfy Distri Yr5$175,906AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,453,513NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000000.071696DistributionYr5Rt
Total Distribution000000.399985TotalDistributionRt
Average Distribution000000.079997AverageDistributionRt
Net Vl Noncharitable Assets$3,609,018NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$288,711AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$14,443NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$303,154AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$162,375QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$28,885InvestmentIncomeExciseTaxAmt
Subtotal$28,885SubtotalAmt
Tax Based On Investment Income$28,885TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$500EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$500TotalPaymentsAndCreditsAmt
Original Return Tax Paid$500OriginalReturnTaxPaidAmt
Tax Due$28,385TaxDueAmt

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
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrfalseComplyWithPublicInspRqrInd
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$1,390,811AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,273,167AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$3,663,978TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$3,663,978AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$54,960CashDeemedCharitableAmt
Net Vl Noncharitable Assets$3,609,018NetVlNoncharitableAssetsAmt
Minimum Investment Return$180,451MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$180,451MinimumInvestmentReturnAmt
Tax Based On Investment Income$28,885TaxBasedOnInvestmentIncomeAmt
Total Tax$28,885TotalTaxAmt
Distributable Before Adj$151,566DistributableBeforeAdjAmt
Distributable Before Ded$151,566DistributableBeforeDedAmt
Distributable As Adjusted$151,566DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$162,375ExpensesAndContributionsAmt
Qualifying Distributions$162,375QualifyingDistributionsAmt
Adjusted Qualifying Distri$162,375AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$151,566DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5$65,744ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4$51,255ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr2$48,838ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1$370,769ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$536,606TotalExcessDistributionCyovAmt
Qualifying Distributions$162,375QualifyingDistributionsAmt
Applied To Current Year$151,566AppliedToCurrentYearAmt
Remaining Distri From Corpus$10,809RemainingDistriFromCorpusAmt
Total Corpus$547,415TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5$65,744ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr$481,671ExcessDistriCyovToNextYrAmt
Excess From Year4$51,255ExcessFromYear4Amt
Excess From Year2$48,838ExcessFromYear2Amt
Excess From Year1$370,769ExcessFromYear1Amt
Excess From Current Year$10,809ExcessFromCurrentYearAmt

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 (16 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Business Volunteers of MD
1201 S Sharp St Ste 302BaltimoreMD21230NonePCTo further the exempt purpose$25,000
Cato Institute
1000 Massachusetts Ave NWWashingtonDC20001NonePCTo further the exempt purpose$1,000
Church of the Holy Comforter
130 W Seminary AveLuthervilleMD21093NonePCTo further the exempt purpose$1,000
Children's Scholarship Fund
Eight W 38th St 9th FlNew YorkNY10018NonePCTo further the exempt purpose$2,000
Concord Coalition
1530 Wilson Blvd Ste 550ArlingtonVA22209NonePCTo further the exempt purpose$200
Blakehurst Residents Scholarship
1055 W Joppa RdTowsonMD21204NonePCTo further the exempt purpose$400
Garrison Forest School Fund
300 Garrison Forest RdOwings MillsMD21117NonePCTo further the exempt purpose$2,500
Judicial Watch
425 Third St Ste 800WashingtonDC20024NonePCTo further the exempt purpose$100
Leukemia Lymphoma Society
3 International Dr Ste 200Rye BrookNY10573NonePCTo further the exempt purpose$500
Maryland Academy of Sciences
601 Light StBaltimoreMD21230NonePCTo further the exempt purpose$5,000
National Kidney Fund
1301 York Rd Ste 404LuthervilleMD21093NonePCTo further the exempt purpose$500
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$5,000
The Heritage Foundation
214 Massachuetts Ave NEWashingtonDC20002NonePCTo further the exempt purpose$200
The Sidney Kimmel Comprehensive
401 N BroadwayBaltimoreMD21231NonePCTo further the exempt purpose$500
College of William & Mary
PO Box 1693WilliamsburgVA23187NonePCTo further the exempt purpose$113,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$158,100TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$1,754ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$69,499ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,377,894ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
ROYALTIES15$6
1231 Income from K118$117
PASSTHRU INCOME FROM K-1S14-$135

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,449,135ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,449,135TotalIncomeProducingActyAmt

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

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1James W BrinkleyBusinessNameLine1Txt

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line13170 S Ocean Blvd Apt N305AddressLine1Txt
CityPalm BeachCityNm
State AbbreviationFLStateAbbreviationCd
ZIP334806684ZIPCd
FieldValueIRS element (for citing)
Total Contributions$1,159,917TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp (3 entries)

ContributorContributorNumNoncash PropertyNoncashPropertyDescFair Market ValueFairMarketValueAmtReceivedReceivedDt
111882.356 shares of Legg Mason stock$430,0222019-05-16
110000 shares of Legg Mason stock$355,4002019-05-17
19942.769 shares of Legg Mason stock$374,4942019-07-08

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryORACLE CAPITAL STRATEGIES, LLCCategoryTxt
Amt$7,775Amt
Net Investment Income$3,500NetInvestmentIncomeAmt
Disbursements Charitable Prps$4,275DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK SEE ATTACHEDStockNm
EOY Book Value$3,245,288EOYBookValueAmt
EOYFMV$3,616,261EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescTAX GAIN ON SALE OF DONATED STOCK IN EXCESS OF BOOK GAINDesc
Amt$1,344,621Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH K-1S$24
CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH K-1S$8$8
MISC EXPENSE$130$130
Passthru Sec 59e exp from partnership$18$18

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ROYALTIES FROM K-1S$6$6
1231 Income from K1s$117$117
Passthrough Income from K-1s-$135-$135
2018 Tax Refund$2,688

Other Increases Schedule OtherIncreasesSchedule

Other Increases Detail OtherIncreasesDetail

FieldValueIRS element (for citing)
DescMINOR ROUNDING DIFFERENCESDesc
Amt$3Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryForeign Tax WithheldCategoryTxt
Amt$11Amt
Net Investment Income$11NetInvestmentIncomeAmt

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