BRINKLEY FAMILY CHARITABLE TR: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- BRINKLEY FAMILY CHARITABLE TR (EIN 52-6851031)
- Tax period
- 2016-05-01 to 2017-04-30
- Filed
- 2017-09-15
- IRS object ID
- 201702589349100320
- Schema version
- 2016v3.0
- 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
- Gain Loss Sale Other Assets Sch
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Liabilities Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-09-15T04:14:33-00:00 | ReturnTs |
| Tax Period End | 2017-04-30 | 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 | 2016-05-01 | 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 | 311 MEADOWCROFT LANE | AddressLine1Txt |
| City | LUTHERVILLE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21093 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | JAMES BRINKLEY | PersonNm |
| Person Title | OFFICER | PersonTitleTxt |
| Signature | 2017-09-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Janet B Casey | PreparerPersonNm |
| Phone | 4108787002 | PhoneNum |
| Preparation | 2017-09-15 | 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 | 2017-09-15 | IPDt |
| IP Tm | 18:16:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9059C2F68AC5B0E9F0888A4AE94E17AA7902208E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 71C1EA7C3C5F0F5030407129131CCEDCC7CE2973 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $2,465,100 | 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 | $3,945 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,945 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $29,670 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $29,670 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $188,962 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,333,090 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $188,962 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $259 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $259 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $222,836 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $222,836 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $6,900 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Chrtbl Prps | $6,900 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $11,130 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $11,130 | OtherProfFeesNetInvstIncmAmt |
| Interest Rev And Expnss | $4,612 | InterestRevAndExpnssAmt |
| Interest Net Invst Incm | $4,612 | InterestNetInvstIncmAmt |
| Taxes Rev And Expnss | $59 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $59 | TaxesNetInvstIncmAmt |
| Other Expenses Rev And Expnss | $42,823 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $42,773 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $65,524 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,574 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $6,900 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,850 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,850 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $73,374 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,574 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $14,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $149,462 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $164,262 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $44,465 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $40,477 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $40,477 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $2,335,111 | CorporateStockBOYAmt |
| Corporate Stock EOY | $2,355,200 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $2,424,623 | CorporateStockEOYFMVAmt |
| Total Assets BOY | $2,379,576 | TotalAssetsBOYAmt |
| Total Assets EOY | $2,395,677 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $2,465,100 | TotalAssetsEOYFMVAmt |
| Other Liabilities BOY | $136,659 | OtherLiabilitiesBOYAmt |
| Other Liabilities EOY | $3,298 | OtherLiabilitiesEOYAmt |
| Total Liabilities BOY | $136,659 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,298 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $2,242,917 | CapitalStockBOYAmt |
| Capital Stock EOY | $2,392,379 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $2,242,917 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $2,392,379 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $2,379,576 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $2,395,677 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $2,242,917 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $149,462 | ExcessRevenueOverExpensesAmt |
| Subtotal | $2,392,379 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $2,392,379 | 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 |
|---|---|---|---|---|---|
| VARIOUS SECURITIES SEE ATTACHED | P | $1,329,563 | $1,144,128 | $185,435 | $185,435 |
| PASSTHROUGH FROM K-1S | $1,482 | $1,482 | $1,482 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $188,962 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $158,230 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,181,164 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 000.072544 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $175,906 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,453,513 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 000.071696 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $21,140 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,491,972 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 000.008483 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $115,640 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $2,064,122 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 000.056024 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $311,176 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,964,958 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 000.158363 | DistributionYr5Rt |
| Total Distribution | 000.367110 | TotalDistributionRt |
| Average Distribution | 000.073422 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $2,368,058 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $173,868 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $1,643 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $175,511 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $14,750 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $3,285 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $3,285 | SubtotalAmt |
| Tax Based On Investment Income | $3,285 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $4,217 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $4,217 | TotalPaymentsAndCreditsAmt |
| Original Return Tax Paid | $4,217 | OriginalReturnTaxPaidAmt |
| Overpayment | $932 | OverpaymentAmt |
| Applied To ES Tax | $932 | AppliedToESTaxAmt |
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 | ||||||
| 311 MEADOWCROFT LANE | LUTHERVILLE | MD | 21093 | 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 | $2,338,857 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $68,561 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $2,407,418 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $3,298 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $2,404,120 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $36,062 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $2,368,058 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $118,403 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $118,403 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,285 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $3,285 | TotalTaxAmt |
| Distributable Before Adj | $115,118 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $115,118 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $115,118 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $14,750 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $14,750 | QualifyingDistributionsAmt |
| Adjusted Qualifying Distri | $14,750 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $115,118 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $163,164 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $13,162 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $65,744 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $51,255 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $293,325 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $14,750 | QualifyingDistributionsAmt |
| Applied To Current Year | $14,750 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $100,368 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $100,368 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $192,957 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $62,796 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $130,161 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $13,162 | ExcessFromYear4Amt |
| Excess From Year2 | $65,744 | ExcessFromYear2Amt |
| Excess From Year1 | $51,255 | ExcessFromYear1Amt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | JAMES BRINKLEY | ContributingManagerNm |
| Shareholder Manager | NONE | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (6 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 | $1,000 |
| The Family Tree | |||||||
| 2108 N Charles St | Baltimore | MD | 21218 | None | PC | To further the exempt purpose of the organization | $2,500 |
| Catholic Charities Annas House | |||||||
| 320 Cathedral St | Baltimore | MD | 21201 | None | PC | To further the exempt purpose of the organization | $1,000 |
| The ALS Association | |||||||
| 7507 Standish Place | Rockville | MD | 20855 | None | PC | To further the exempt purpose of the organization | $100 |
| Church of Holy Comforter | |||||||
| 130 W SEMINARY AVE | LUTHERVILLE | MD | 21093 | None | PC | To further the exempt purpose of the organization | $2,000 |
| Garrison Forest | |||||||
| 300 Garrison Forest Road | Owings Mills | MD | 21117 | None | PC | To further the exempt purpose of the organization | $1,250 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $7,850 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,945 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $29,670 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $188,962 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|
| ROYALTIES | 15 | $17 |
| 1231 Income from K1 | 15 | $242 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $222,836 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $222,836 | 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 | $6,900 | Amt |
| Disbursements Charitable Prps | $6,900 | DisbursementsCharitablePrpsAmt |
Gain Loss Sale Other Assets Sch GainLossSaleOtherAssetsSch
Gain Loss Sale Other Asset GainLossSaleOtherAssetGrp (2 entries)
| AssetAssetDesc | How AcquiredHowAcquiredTxt | Gross Sales PriceGrossSalesPriceAmt | BasisBasisAmt | Total NetTotalNetAmt |
|---|---|---|---|---|
| VARIOUS SECURITIES SEE ATTACHED | P | $1,329,563 | $1,144,128 | $185,435 |
| PASSTHROUGH FROM K-1S | $1,482 | $1,482 |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g3 and | FormAndLineReferenceDesc |
| Medium Explanation | Election for Treatment of Unused Prior Year Corpus Distributions Pursuant to IRC Section 4942g)3) and Reg. 53.4942a)3c)2)iv) the Foundation elects to treat unused prior tax years distributions that were treated as corpus distributions as distributions from corpus in the current tax year. IRC SECTION 751 STATEMENT | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | CORPORATE STOCK SEE ATTACHED | StockNm |
| EOY Book Value | $2,355,200 | EOYBookValueAmt |
| EOYFMV | $2,424,623 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH K-1S | $50 | |
| CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH K-1S | $3 | $3 |
| ORDINARY LOSS FROM PASSTHROUGH K-1S | $42,770 | $42,770 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| ROYALTIES FROM K-1S | $17 | $17 |
| 1231 Income from K1s | $242 | $242 |
Other Liabilities Schedule OtherLiabilitiesSchedule
Other Liabilities Detail OtherLiabilitiesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MARGIN LOAN | Desc |
| BOY Book Value | $136,659 | BOYBookValueAmt |
| EOY Book Value | $3,298 | EOYBookValueAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MANAGEMENT FEES | CategoryTxt |
| Amt | $11,130 | Amt |
| Net Investment Income | $11,130 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Foreign Tax Withheld | CategoryTxt |
| Amt | $59 | Amt |
| Net Investment Income | $59 | NetInvestmentIncomeAmt |
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