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BRINKLEY FAMILY CHARITABLE TR: Form 990PF, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
BRINKLEY FAMILY CHARITABLE TR (EIN 52-6851031)
Tax period
2018-05-01 to 2019-04-30
Filed
2019-07-30
IRS object ID
201942249349100509
Schema version
2018v3.1
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)
Return2019-07-30T04:46:34-00:00ReturnTs
Tax Period End2019-04-30TaxPeriodEndDt

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 Begin2018-05-01TaxPeriodBeginDt

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 TitleTRUSTEEPersonTitleTxt
Signature2019-07-30SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY BOWDENPreparerPersonNm
Phone4108787002PhoneNum
Preparation2019-07-30PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address173.10.173.164IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-08-12IPDt
IP Tm15:27:39IPTm
IP TimezoneEDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id6C588F0EAE36F173FA9D6EF8886AE9C49F2B909EAtSubmissionCreationDeviceId
At Submission Filing Device Id627EAA12481204F0D59AAAE0019C50B0D6542AF6AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$2,628,924FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Interest On Sav Rev And Expnss$2,673InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm$2,673InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss$52,876DividendsRevAndExpnssAmt
Dividends Net Invst Incm$52,876DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss-$159,843NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,764,292GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$0CapGainNetIncmNetInvstIncmAmt
Other Income Rev And Expnss$1,889OtherIncomeRevAndExpnssAmt
Other Income Net Invst Incm$1,889OtherIncomeNetInvstIncmAmt
Total Rev And Expnss-$102,405TotalRevAndExpnssAmt
Total Net Invst Incm$57,438TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$7,675AccountingFeesRevAndExpnssAmt
Accounting Fees Chrtbl Prps$7,675AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$6,197OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$6,197OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$1,825InterestRevAndExpnssAmt
Interest Net Invst Incm$1,825InterestNetInvstIncmAmt
Taxes Rev And Expnss$4,147TaxesRevAndExpnssAmt
Taxes Net Invst Incm$91TaxesNetInvstIncmAmt
Other Expenses Rev And Expnss$303OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$283OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$20,147TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$8,396TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$7,675TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$500,541ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$500,541ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$520,688TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$8,396TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$508,216TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses-$623,093ExcessRevenueOverExpensesAmt
Net Investment Income$49,042NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$68,310SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$70,209SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$70,209SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$2,749,847CorporateStockBOYAmt
Corporate Stock EOY$2,086,758CorporateStockEOYAmt
Corporate Stock EOYFMV$2,558,715CorporateStockEOYFMVAmt
Total Assets BOY$2,818,157TotalAssetsBOYAmt
Total Assets EOY$2,156,967TotalAssetsEOYAmt
Total Assets EOYFMV$2,628,924TotalAssetsEOYFMVAmt
Other Liabilities BOY$32,030OtherLiabilitiesBOYAmt
Total Liabilities BOY$32,030TotalLiabilitiesBOYAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind
Capital Stock BOY$2,786,127CapitalStockBOYAmt
Retained Earning EOY$2,156,967RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$2,786,127TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$2,156,967TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$2,818,157TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$2,156,967TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$2,786,127TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses-$623,093ExcessRevenueOverExpensesAmt
Subtotal$2,163,034SubtotalAmt
Other Decreases$6,067OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY$2,156,967TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDescHow AcquiredHowAcquiredCdGross Sales PriceGrossSalesPriceAmtCost Or Other BasisCostOrOtherBasisAmtGain Or LossGainOrLossAmtGains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
VARIOUS SECURITIES SEE ATTACHEDP$1,755,083$1,924,135-$169,052-$169,052
PASSTHROUGH FROM K-1S$2,278$2,278$2,278
FieldValueIRS element (for citing)
Capital Gain Net Income-$159,843CapitalGainNetIncomeAmt

Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp

FieldValueIRS element (for citing)
Liable Section4942 TaxfalseLiableSection4942TaxInd
Adjusted Qlfy Distri Yr1$175,522AdjustedQlfyDistriYr1Amt
Net Vl Noncharitable Assets Yr1$2,680,799NetVlNoncharitableAssetsYr1Amt
Distribution Yr1000.065474DistributionYr1Rt
Adjusted Qlfy Distri Yr2$14,750AdjustedQlfyDistriYr2Amt
Net Vl Noncharitable Assets Yr2$2,368,058NetVlNoncharitableAssetsYr2Amt
Distribution Yr2000.006229DistributionYr2Rt
Adjusted Qlfy Distri Yr3$158,230AdjustedQlfyDistriYr3Amt
Net Vl Noncharitable Assets Yr3$2,181,164NetVlNoncharitableAssetsYr3Amt
Distribution Yr3000.072544DistributionYr3Rt
Adjusted Qlfy Distri Yr4$175,906AdjustedQlfyDistriYr4Amt
Net Vl Noncharitable Assets Yr4$2,453,513NetVlNoncharitableAssetsYr4Amt
Distribution Yr4000.071696DistributionYr4Rt
Adjusted Qlfy Distri Yr5$21,140AdjustedQlfyDistriYr5Amt
Net Vl Noncharitable Assets Yr5$2,491,972NetVlNoncharitableAssetsYr5Amt
Distribution Yr5000.008483DistributionYr5Rt
Total Distribution000.224426TotalDistributionRt
Average Distribution000.044885AverageDistributionRt
Net Vl Noncharitable Assets$2,758,747NetVlNoncharitableAssetsAmt
Adj Net Vl Noncharitable Assets$123,826AdjNetVlNoncharitableAssetsAmt
Net Investment Income Pct$490NetInvestmentIncomePctAmt
Adj Nonchrtbl Net Invst Incm Pct$124,316AdjNonchrtblNetInvstIncmPctAmt
Qualifying Distributions$508,216QualifyingDistributionsAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Domestic Org Meeting Sect4940eYes (X)DomesticOrgMeetingSect4940eInd
Investment Income Excise Tax$490InvestmentIncomeExciseTaxAmt
Subtotal$490SubtotalAmt
Tax Based On Investment Income$490TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$3,678EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$3,678TotalPaymentsAndCreditsAmt
Original Return Tax Paid$3,678OriginalReturnTaxPaidAmt
Overpayment$3,188OverpaymentAmt
Applied To ES Tax$500AppliedToESTaxAmt
Refund$2,688RefundAmt

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 FundYes (true)DonorAdvisedFundInd
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$2,532,001AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$268,757AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$2,800,758TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$2,800,758AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$42,011CashDeemedCharitableAmt
Net Vl Noncharitable Assets$2,758,747NetVlNoncharitableAssetsAmt
Minimum Investment Return$137,937MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$137,937MinimumInvestmentReturnAmt
Tax Based On Investment Income$490TaxBasedOnInvestmentIncomeAmt
Total Tax$490TotalTaxAmt
Distributable Before Adj$137,447DistributableBeforeAdjAmt
Distributable Before Ded$137,447DistributableBeforeDedAmt
Distributable As Adjusted$137,447DistributableAsAdjustedAmt

Qualifying Distri Part XII QualifyingDistriPartXIIGrp

FieldValueIRS element (for citing)
Expenses And Contributions$508,216ExpensesAndContributionsAmt
Qualifying Distributions$508,216QualifyingDistributionsAmt
Pct Sect4940e Org Net Invst Incm$490PctSect4940eOrgNetInvstIncmAmt
Adjusted Qualifying Distri$507,726AdjustedQualifyingDistriAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$137,447DistributableAsAdjustedAmt
Excess Distribution Cyov Yr4$65,744ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3$51,255ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1$48,838ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$165,837TotalExcessDistributionCyovAmt
Qualifying Distributions$508,216QualifyingDistributionsAmt
Applied To Current Year$137,447AppliedToCurrentYearAmt
Remaining Distri From Corpus$370,769RemainingDistriFromCorpusAmt
Total Corpus$536,606TotalCorpusAmt
Undistributed Income CY$0UndistributedIncomeCYAmt
Excess Distri Cyov To Next Yr$536,606ExcessDistriCyovToNextYrAmt
Excess From Year4$65,744ExcessFromYear4Amt
Excess From Year3$51,255ExcessFromYear3Amt
Excess From Year1$48,838ExcessFromYear1Amt
Excess From Current Year$370,769ExcessFromCurrentYearAmt

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 (10 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusTxtGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Garrison Forest School
300 Garrison Forest RdOwings MillsMD21117NONEPCTo further the exempt purpose$2,500
United Way of Central MD
1800 Washington BlvdBaltimoreMD21230NONEPCTo further the exempt purpose$10,000
College of William & Mary
PO BOX 1693WilliamsburgVA23187NONEPCTo further the exempt purpose$157,500
The Order of St John
1850 M St NWWashingtonDC20036NONEPCTo further the exempt purpose$2,000
Catholic Charities
320 Cathedral StBaltimoreMD21201NONEPCTo further the exempt purpose$1,000
Blakehurst Residents Scholarship
1055 W Joppa RdTowsonMD21204NONEPCTo further the exempt purpose$900
St Marthas Episcopal Church
PO Box 1478Bethany BeachDE19930NONEPCTo further the exempt purpose$1,000
The Cato Institute
1000 Massachusetts Ave NWWashingtonDC20001NONEPCTo further the exempt purpose$250
The Family Tree
2108 N Charles StBaltimoreMD21218NONEPCTo further the exempt purpose$2,500
Morgan Stanley Global Impact Funding Trust
1585 BroadwayNew YorkNY10036NONEPCTo further the exempt purpose$322,891
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$500,541TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$2,673ExclusionAmt

Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$52,876ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion-$159,843ExclusionAmt

Other Revenue Described OtherRevenueDescribedGrp (3 entries)

DescDescExclusionExclusionCdExclusionExclusionAmt
ROYALTIES15$29
1231 Income from K118$800
PASSTHRU INCOME FROM K-1S14$1,060

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion-$102,405ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty-$102,405TotalIncomeProducingActyAmt

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

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonJames W BrinkleyContributorPersonNm

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$0TotalContributionsAmt
Person ContributionYes (X)PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryORACLE CAPITAL STRATEGIES, LLCCategoryTxt
Amt$7,675Amt
Disbursements Charitable Prps$7,675DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK SEE ATTACHEDStockNm
EOY Book Value$2,086,758EOYBookValueAmt
EOYFMV$2,558,715EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

FieldValueIRS element (for citing)
DescADJUSTMENT TO FMV FOR CONTRIBUTED STOCKDesc
Amt$6,067Amt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH K-1S$20
CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH K-1S$57$57
MISC EXPENSE$192$192
Passthru Sec 59e exp from partnership$34$34

Other Income Schedule2 OtherIncomeSchedule2

Other Income Detail OtherIncomeDetail (3 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
ROYALTIES FROM K-1S$29$29
1231 Income from K1s$800$800
Passthrough Income from K-1s$1,060$1,060

Other Liabilities Schedule OtherLiabilitiesSchedule

Other Liabilities Detail OtherLiabilitiesDetail

FieldValueIRS element (for citing)
DescMARGIN LOANDesc
BOY Book Value$32,030BOYBookValueAmt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$6,197Amt
Net Investment Income$6,197NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmtNet Investment IncomeNetInvestmentIncomeAmt
Foreign Tax Withheld$91$91
2017 Tax Paid$4,056

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