BRINKLEY FAMILY CHARITABLE TR: Form 990PF, tax year 2017
View the entire original 990 at ProPublica ↗
- Organization
- BRINKLEY FAMILY CHARITABLE TR (EIN 52-6851031)
- Tax period
- 2017-05-01 to 2018-04-30
- Filed
- 2018-09-14
- IRS object ID
- 201832579349100768
- Schema version
- 2017v2.3
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Decreases Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-09-14T05:37:19-00:00 | ReturnTs |
| Tax Period End | 2018-04-30 | 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 | 2017-05-01 | 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 | 2018-09-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY BOWDEN | PreparerPersonNm |
| Phone | 4108787002 | PhoneNum |
| Preparation | 2018-09-14 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 173.10.173.164 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-09-14 | IPDt |
| IP Tm | 19:57:44 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 6C588F0EAE36F173FA9D6EF8886AE9C49F2B909E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 627EAA12481204F0D59AAAE0019C50B0D6542AF6 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2017 | TaxYr |
| Build TS | 2018-06-14 16:35:46Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $3,044,078 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $455,202 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $1,881 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $1,881 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $39,188 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $39,188 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $379,485 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,208,336 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $379,485 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $581 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $581 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $876,337 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $421,135 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $12,166 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $12,166 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $2,698 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $2,698 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,382 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $2,382 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $35,935 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $36,139 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $60,081 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $53,385 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $172,300 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $172,300 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $232,381 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $53,385 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $179,200 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $643,956 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $367,750 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $40,477 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $68,310 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $68,310 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,355,200 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,749,847 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,975,768 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,395,677 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,818,157 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $3,044,078 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $3,298 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $32,030 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $3,298 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $32,030 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,392,379 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,786,127 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,392,379 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,786,127 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,395,677 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,818,157 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,392,379 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $643,956 | ExcessRevenueOverExpensesAmt |
| Other Increases | $6,584 | OtherIncreasesAmt |
| Subtotal | $3,042,919 | SubtotalAmt |
| Other Decreases | $256,792 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $2,786,127 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | SoldSoldDt |
|---|---|---|---|---|---|---|
| VARIOUS SECURITIES SEE ATTACHED | P | $917,660 | $827,576 | $90,084 | $90,084 | |
| PASSTHROUGH FROM K-1S | $7,515 | $7,515 | $7,515 | |||
| Legg Mason | D | $104,034 | $470 | $103,564 | $103,564 | 2018-01-18 |
| Legg Mason | D | $178,143 | $805 | $177,338 | $177,338 | 2018-01-18 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $379,485 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $14,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,368,058 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.006229 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $158,230 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,181,164 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.072544 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $175,906 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,453,513 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.071696 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $21,140 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,491,972 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.008483 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $115,640 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $2,064,122 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.056024 | DistributionYr5Rt |
| Total Distribution | 000.214976 | TotalDistributionRt |
| Average Distribution | 000.042995 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,680,799 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $115,261 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,678 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $118,939 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $179,200 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,678 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,678 | SubtotalAmt |
| Tax Based On Investment Income | $3,678 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,300 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $3,300 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $3,300 | OriginalReturnTaxPaidAmt |
| Tax Due | $378 | 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 |
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 | $2,641,721 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $111,932 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,753,653 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $32,030 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,721,623 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $40,824 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,680,799 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $134,040 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $134,040 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,678 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,678 | TotalTaxAmt |
| Distributable Before Adj | $130,362 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $130,362 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $130,362 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $179,200 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $179,200 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,678 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $175,522 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $130,362 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $13,162 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr3 | $65,744 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $51,255 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $130,161 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $179,200 | QualifyingDistributionsAmt |
| Applied To Current Year | $130,362 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $48,838 | RemainingDistriFromCorpusAmt |
| Total Corpus | $178,999 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $13,162 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $165,837 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $65,744 | ExcessFromYear3Amt |
| Excess From Year2 | $51,255 | ExcessFromYear2Amt |
| Excess From Current Year | $48,838 | 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 (9 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| College of William and Mary | |||||||
| PO BOX 1693 | WILLIAMSBURG | VA | 23187 | NONE | PC | To further the exempt purpose of the organization | $158,000 |
| The Family Tree | |||||||
| 2108 N Charles St | Baltimore | MD | 21218 | NONE | PC | To further the exempt purpose of the organization | $5,000 |
| Church of Holy Comforter | |||||||
| 130 W SEMINARY AVE | LUTHERVILLE | MD | 21093 | NONE | PC | To further the exempt purpose of the organization | $1,200 |
| Blakehurst Residents Scholarship | |||||||
| 1055 W Joppa Rd | Towson | MD | 21204 | NONE | PC | To further the exempt purpose of the organization | $500 |
| Memorial Park Christian Preschool | |||||||
| 8800 Peebles Road | Allison Park | PA | 15101 | NONE | PC | To further the exempt purpose of the organization | $1,000 |
| Church of Bethesda by the Sea | |||||||
| 141 S County Rd | Palm Beach | FL | 33480 | NONE | PC | To further the exempt purpose of the organization | $500 |
| Special Olympics of MD | |||||||
| Commerce Drive 103 | Arbutus | MD | 21227 | NONE | PC | To further the exempt purpose of the organization | $100 |
| MD Science Center | |||||||
| 601 Light Street | Baltimore | MD | 21230 | NONE | PC | To further the exempt purpose of the organization | $5,000 |
| St Marthas Episcopal Church | |||||||
| PO Box 1478 | Bethany Beach | DE | 19930 | NONE | PC | To further the exempt purpose of the organization | $1,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $172,300 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $1,881 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $39,188 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $379,485 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTIES | 15 | $15 |
| 1231 Income from K1 | 18 | $440 |
| Misc Income | 14 | $126 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $421,135 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $421,135 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | James W Brinkley | BusinessNameLine1Txt |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3170 S Ocean Blvd Apt N305 | AddressLine1Txt |
| City | Palm Beach | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 334806684 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $455,202 | TotalContributionsAmt |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (4 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 4060 shares of Legg Mason stock | $158,036 | 2017-07-11 |
| 1 | 2371 shares of Legg Mason stock | $100,032 | 2017-12-29 |
| 1 | 2185 shares of Legg Mason stock | $98,369 | 2018-01-29 |
| 1 | 2148 shares of Legg Mason stock | $98,765 | 2018-01-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ORACLE CAPITAL STRATEGIES, LLC | CategoryTxt |
| Amt | $6,900 | Amt |
| Disbursements Charitable Prps | $6,900 | 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 | $2,749,847 | EOYBookValueAmt |
| EOYFMV | $2,975,768 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Other Decreases Schedule OtherDecreasesSchedule
Other Decreases Detail OtherDecreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TAX GAIN ON SALE OF DONATED STOCK IN EXCESS OF BOOK GAIN | Desc |
| Amt | $256,792 | Amt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH K-1S | $4 | |
| CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH K-1S | $2 | $2 |
| ORDINARY LOSS FROM PASSTHROUGH K-1S | $22,834 | $23,042 |
| MISC EXPENSE | $13,095 | $13,095 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTIES FROM K-1S | $15 | $15 |
| 1231 Income from K1s | $440 | $440 |
| Miscellaneous Income | $126 | $126 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BASIS ADJUSTMENT TO WILLIS TOWERS | Desc |
| Amt | $6,584 | Amt |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $3,298 | BOYBookValueAmt |
| EOY Book Value | $32,030 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $12,166 | Amt |
| Net Investment Income | $12,166 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Foreign Tax Withheld | $14 | $14 |
| 2016 Tax Paid | $2,368 | $2,368 |
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