BRINKLEY FAMILY CHARITABLE TR: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRINKLEY FAMILY CHARITABLE TR (EIN 52-6851031)
- Tax period
- 2024-05-01 to 2025-04-30
- Filed
- 2025-09-10
- IRS object ID
- 202542539349100824
- Schema version
- 2024v5.2
- 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
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-09-10T05:23:20-00:00 | ReturnTs |
| Tax Period End | 2025-04-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 262913689 | PreparerFirmEIN |
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 | 2024-05-01 | 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 | 4102967324 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1055 W JOPPA ROAD APT 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 |
| Phone | 4102967324 | PhoneNum |
| Signature | 2025-09-10 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY BOWDEN | PreparerPersonNm |
| PTIN | P00285275 | PTIN |
| Phone | 4108787002 | PhoneNum |
| Preparation | 2025-09-10 | 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 | $5,085,537 | 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 | $1,440 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,440 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $167,849 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $167,849 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,141,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,738,625 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,141,651 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $2,721 | OtherIncomeRevAndExpnssAmt |
| Total Rev And Expnss | $1,313,661 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,310,940 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,525 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $3,225 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $3,300 | AccountingFeesChrtblPrpsAmt |
| Interest Rev And Expnss | $3,359 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $3,358 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,988 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $97,393 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $87,257 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $17 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $110,265 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $93,840 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $3,317 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $302,290 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $302,290 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $412,555 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $93,840 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $305,607 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $901,106 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,217,100 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $63,411 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $15,994 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $15,994 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $3,098,628 | CorporateStockBOYAmt |
| Corporate Stock EOY | $4,047,151 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $5,069,543 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $3,162,039 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,063,145 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $5,085,537 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Retained Earning BOY | $3,162,039 | RetainedEarningBOYAmt |
| Retained Earning EOY | $4,063,145 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $3,162,039 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $4,063,145 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $3,162,039 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $4,063,145 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $3,162,039 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $901,106 | ExcessRevenueOverExpensesAmt |
| Subtotal | $4,063,145 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $4,063,145 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SEE ATTACHED | P | $1,738,618 | $596,974 | $1,141,644 | $1,141,644 |
| CAP GAIN FROM PASSTHRU ENTITIES | P | $7 | $7 | $7 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,141,651 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $16,918 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $16,918 | SubtotalAmt |
| Tax Based On Investment Income | $16,918 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,545 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,545 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $2,545 | OriginalReturnTaxPaidAmt |
| Tax Due | $14,373 | TaxDueAmt |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
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 | $2,293,636 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,870,390 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $5,164,026 | TotalFMVOfUnusedAssetsAmt |
| Adjusted Total FMV Of Unused Ast | $5,164,026 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $77,460 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $5,086,566 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $254,328 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $254,328 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $16,918 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $16,918 | TotalTaxAmt |
| Distributable Before Adj | $237,410 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $237,410 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $237,410 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $305,607 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $305,607 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $237,410 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $10,809 | ExcessDistributionCyovYr5Amt |
| Total Excess Distribution Cyov | $10,809 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $305,607 | QualifyingDistributionsAmt |
| Applied To Current Year | $237,410 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $68,197 | RemainingDistriFromCorpusAmt |
| Total Corpus | $79,006 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $10,809 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $68,197 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $68,197 | ExcessFromCurrentYearAmt |
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 |
|---|---|---|---|---|---|---|---|
| AARP | |||||||
| 601 E Street NW | Wahington | DC | 20049 | NONE | PC | To further the exempt purpose | $30 |
| ACADEMY FOR THE AFTA | |||||||
| 5 Oak Street | Asheville | NC | 28801 | NONE | PC | To further the exempt purpose | $5,000 |
| ALZHEIMERS FOUNDATION | |||||||
| 322 Eighth Ave 16th floor | New York | NY | 10001 | NONE | PC | To further the exempt purpose | $23,000 |
| ALZHEIMERS ASSOCIATION | |||||||
| 502 Washington Ave Ste 300 | Towson | MD | 21204 | NONE | PC | To further the exempt purpose | $10,000 |
| BLAKEHURST RESIDENTS SCHOLARSHIP FOUNDATION | |||||||
| 1055 W Joppa Rd | Towson | MD | 21204 | NONE | PC | To further the exempt purpose | $3,500 |
| BRSF BLAKEHURST SCHOL | |||||||
| 1055 W Joppa Rd | Towson | MD | 21204 | NONE | PC | To further the exempt purpose | $20,000 |
| BUSINESS VOL MD | |||||||
| 1201 S Sharp Street Ste 302 | Baltimore | MD | 21230 | NONE | PC | To further the exempt purpose | $30,000 |
| CATO INSTITUTE | |||||||
| 1000 Massachusetts Ave NW | Washington | DC | 20001 | NONE | PC | To further the exempt purpose | $6,000 |
| CHURCH OF GOOD SHEPHERD | |||||||
| 1401 Carrollton Ave | Towson | MD | 21204 | NONE | PC | To further the exempt purpose | $15,000 |
| HELPING UP MISSION | |||||||
| 1029 E Baltimore St | Baltimore | MD | 21202 | NONE | PC | To further the exempt purpose | $1,010 |
| NATIONAL KIDNEY FOUNDATION | |||||||
| 1000 Corporate Blvd | Linthicum | MD | 21090 | NONE | PC | To further the exempt purpose | $750 |
| NCIA FOUNDATION | |||||||
| 7130 Rutherford Road | Baltimore | MD | 21244 | NONE | PC | To further the exempt purpose | $30,000 |
| ST MARTHAS EPIS CHURCH | |||||||
| 117 Maplewood St | Bethany Beach | DE | 19930 | NONE | PC | To further the exempt purpose | $2,000 |
| THE FAMILY TREE | |||||||
| 2108 N Charles St | Baltimore | MD | 21218 | NONE | PC | To further the exempt purpose | $32,000 |
| THE HERITAGE FOUNDATION | |||||||
| 214 Massachusetts Ave NE | Washington | DC | 20002 | NONE | PC | To further the exempt purpose | $5,000 |
| UNITED WAY OF CENTRAL MD | |||||||
| 1800 Washington Blvd Ste 340 | Baltimore | MD | 21230 | NONE | PC | To further the exempt purpose | $100,000 |
| THE COLLEGE OF WILLIAM & MARY | |||||||
| 200 Richmond Rd | Williamsburg | VA | 23186 | NONE | PC | To further the exempt purpose | $10,000 |
| WILLIAM & MARY FOUNDATION | |||||||
| 5300 Discovery Park Boulevard | Williamsburg | VA | 23188 | NONE | PC | To further the exempt purpose | $6,000 |
| WOUNDED WARRIOR PROJECT | |||||||
| 4899 Belfort Rd Ste 300 | Jacksonville | FL | 32256 | NONE | PC | To further the exempt purpose | $2,000 |
| SIGMA ALPHA EPSILON | |||||||
| 1856 Sheridan Rd | Evanston | IL | 60201 | none | PC | To further the exempt purpose | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $302,290 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,440 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $167,849 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 14 | ExclusionCd |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,141,651 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | 18 | ExclusionCd |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd |
|---|---|---|
| OTHER MISC INCOME | $2,721 | 14 |
| 1231 Income from K1 | ||
| PASSTHRU INCOME FROM K-1S |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $1,313,661 | UnrelatedBusinessTaxblIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,313,661 | 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 | $6,525 | Amt |
| Net Investment Income | $3,225 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $3,300 | 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 | $4,047,151 | EOYBookValueAmt |
| EOYFMV | $5,069,543 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH K-1S | $119 | ||
| CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH K-1S | $17 | $17 | |
| CURRENT YR SUSPENDED LOSSES FROM PASSTHRU ENTITIES | $87,128 | $87,128 | |
| SEC 1231 LOSS FROM PASSTHRU ENTITIES | $129 | $129 | |
| OTHER NONDEDUCTIBLE | $10,000 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Misc Income | Desc |
| Revenue And Expenses Per Books | $2,721 | RevenueAndExpensesPerBooksAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| 2024 Estimated taxes | $2,545 |
| 2023 Taxes Paid | $443 |
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