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BRINKLEY FAMILY CHARITABLE TR: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
BRINKLEY FAMILY CHARITABLE TR (EIN 52-6851031)
Tax period
2025-05-01 to 2026-04-30
Filed
2026-09-15
IRS object ID
202632589349101153
Schema version
2025v4.1
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)
Return2026-09-15T01:39:32-00:00ReturnTs
Tax Period End2026-04-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN262913689PreparerFirmEIN

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 Begin2025-05-01TaxPeriodBeginDt

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
Phone4102967324PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11055 W JOPPA ROAD APT 310AddressLine1Txt
CityTOWSONCityNm
State AbbreviationMDStateAbbreviationCd
ZIP21204ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJAMES BRINKLEYPersonNm
Person TitleTRUSTEEPersonTitleTxt
Phone4102967324PhoneNum
Signature2026-09-15SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMARY BOWDENPreparerPersonNm
PTINP00285275PTIN
Phone4108787002PhoneNum
Preparation2026-09-15PreparationDt
FieldValueIRS element (for citing)
Tax2025TaxYr

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$6,099,737FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Dividends Rev And Expnss$147,807DividendsRevAndExpnssAmt
Dividends Net Invst Incm$147,807DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,064,017NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,712,050GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,064,017CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$1,211,824TotalRevAndExpnssAmt
Total Net Invst Incm$1,211,824TotalNetInvstIncmAmt
Accounting Fees Rev And Expnss$6,925AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$3,462AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps$3,463AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss$5,512OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm$5,512OtherProfFeesNetInvstIncmAmt
Interest Rev And Expnss$130InterestRevAndExpnssAmt
Interest Net Invst Incm$130InterestNetInvstIncmAmt
Taxes Rev And Expnss$31,291TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$5,651OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$5,589OtherExpensesNetInvstIncmAmt
Other Expenses Dsbrs Chrtbl$7OtherExpensesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss$49,509TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$14,693TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$3,470TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$181,934ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$181,934ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$231,443TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$14,693TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$185,404TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$980,381ExcessRevenueOverExpensesAmt
Net Investment Income$1,197,131NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$15,994SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$36,741SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV$36,741SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY$4,047,151CorporateStockBOYAmt
Corporate Stock EOY$5,006,785CorporateStockEOYAmt
Corporate Stock EOYFMV$6,062,996CorporateStockEOYFMVAmt
Total Assets BOY$4,063,145TotalAssetsBOYAmt
Total Assets EOY$5,043,526TotalAssetsEOYAmt
Total Assets EOYFMV$6,099,737TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Retained Earning BOY$4,063,145RetainedEarningBOYAmt
Retained Earning EOY$5,043,526RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY$4,063,145TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$5,043,526TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$4,063,145TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$5,043,526TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$4,063,145TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$980,381ExcessRevenueOverExpensesAmt
Subtotal$5,043,526SubtotalAmt
Tot Net Ast Or Fund Balances EOY$5,043,526TotNetAstOrFundBalancesEOYAmt

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
Morgan Stanley - See attachedP$1,712,050$647,987$1,064,063$1,064,063
Capital Loss from Pass Thru K1P$46-$46-$46
FieldValueIRS element (for citing)
Capital Gain Net Income$1,064,017CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$16,640InvestmentIncomeExciseTaxAmt
Subtotal$16,640SubtotalAmt
Tax Based On Investment Income$16,640TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$16,918EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$16,918TotalPaymentsAndCreditsAmt
Original Return Tax Paid$16,918OriginalReturnTaxPaidAmt
Overpayment$278OverpaymentAmt
Applied To ES Tax$278AppliedToESTaxAmt

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 FundfalseDonorAdvisedFundInd
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 (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
JAMES BRINKLEY
3170 SOUTH OCEAN BLVDPALM BEACHFL33480TRUSTEE000.00$0
DOUGLAS BRINKLEY
1901 RUXTON ROADRUXTONMD21204TRUSTEE000.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt
Comp Of Hghst Pd Cntrct Or NONENONECompOfHghstPdCntrctOrNONETxt

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$3,300,036AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$2,444,001AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$0FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$5,744,037TotalFMVOfUnusedAssetsAmt
Adjusted Total FMV Of Unused Ast$5,744,037AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$86,161CashDeemedCharitableAmt
Net Vl Noncharitable Assets$5,657,876NetVlNoncharitableAssetsAmt
Minimum Investment Return$282,894MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$282,894MinimumInvestmentReturnAmt
Tax Based On Investment Income$16,640TaxBasedOnInvestmentIncomeAmt
Total Tax$16,640TotalTaxAmt
Distributable Before Adj$266,254DistributableBeforeAdjAmt
Distributable Before Ded$266,254DistributableBeforeDedAmt
Distributable As Adjusted$266,254DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$185,404ExpensesAndContributionsAmt
Qualifying Distributions$185,404QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$266,254DistributableAsAdjustedAmt
Excess Distribution Cyov Yr1$68,197ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov$68,197TotalExcessDistributionCyovAmt
Qualifying Distributions$185,404QualifyingDistributionsAmt
Applied To Current Year$185,404AppliedToCurrentYearAmt
Excess Distri Cyov App CY Corpus$68,197ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY$68,197ExcessDistributionCyovAppCYAmt
Undistributed Income CY$12,653UndistributedIncomeCYAmt

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 (18 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
St Martha's Episcapol Church
117 Maplewood StreetBethany BeachDE19930NonePCTo further exempt purpose$2,000
AARP
601 E Street NWWashingtonDC20049NonePCTo further exempt purpose$100
Alzheimers Foundation
322 Eighth Ave 16th floorNew YorkNY10001NonePCTo further exempt purpose$10,000
Blakehurst Residents Scholarship
1055 W Joppa RaodTowsonMD21204NonePCTo further exempt purpose$5,000
Business Volunteers of MD
1201 S Sharp Street Ste 302BaltimoreMD21230NonePCTo further exempt purpose$10,000
CATO Institute
1000 Massachusetts Ave NWWashingtonDC20001NonePCTo further exempt purpose$3,000
Church Good Shepherd
1401 Carrollton AveTowsonMD21204NonePCTo further exempt purpose$10,000
Coffee and Paws Rescue
6716 Cherry Hill RoadBaldwinMD21013NonePCTo further exempt purpose$5,500
Gilchrist
11311 McCormick Road Ste 350Hunt ValleyMD21031NonePCTo further exempt purpose$2,000
Helping Up Mission
1029 E Baltimore StreetBaltimoreMD21202NonePCTo further exempt purpose$2,000
National Kidney Foundation
11307 York Road Ste 232CockeysvilleMD21030NonePCTo further exempt purpose$1,000
NCIA Foundation
7130 Rutherford RoadBaltimoreMD21244NonePCTo further exempt purpose$15,000
Sigma Alpha Epsilon FDN
1856 Sheridan roadEvanstonIL60201NonePCTo further exempt purpose$7,000
The Family Tree
2108 N Charles StreetBaltimoreMD21218NonePCTo further exempt purpose$16,000
The Heritage Foundation
214 Massachusetts Ave NEWashingtonDC20002NonePCTo further exempt purpose$1,000
Untied Way of Central Maryland
1800 Washington Blvd Ste 340BaltimoreMD21230NonePCTo further exempt purpose$83,334
W&M Athletics Complex
5300 Discovery Park BlvdWilliamsburgVA23188NonePCTo further exempt purpose$5,000
Wounded Warriors
4899 Belfort Road Ste 300JacksonvilleFL32204NonePCTo further exempt purpose$4,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$181,934TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$170,760UnrelatedBusinessTaxblIncmAmt
Exclusion14ExclusionCd

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,062,020UnrelatedBusinessTaxblIncmAmt
Exclusion18ExclusionCd

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Unrelated Business Taxbl Incm$1,232,780UnrelatedBusinessTaxblIncmAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,232,780TotalIncomeProducingActyAmt

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

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryORACLE CAPITAL STRATEGIES, LLCCategoryTxt
Amt$6,925Amt
Net Investment Income$3,462NetInvestmentIncomeAmt
Disbursements Charitable Prps$3,463DisbursementsCharitablePrpsAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp

FieldValueIRS element (for citing)
StockCORPORATE STOCK SEE ATTACHEDStockNm
EOY Book Value$5,006,785EOYBookValueAmt
EOYFMV$6,062,996EOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtDisbursements Charitable PrpsDisbursementsCharitablePrpsAmtNet Investment IncomeNetInvestmentIncomeAmt
NONDEDUCTIBLE EXPENSES FROM PASSTHROUGH K-1S$55
CHARITABLE CONTRIBUTIONS FROM PASSTHROUGH K-1S$7$7
RE Rental Loss from Passthrough K-1$47$47
Ordinary Loss from Passthrough K-1$5,542$5,542

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

FieldValueIRS element (for citing)
CategoryMANAGEMENT FEESCategoryTxt
Amt$5,512Amt
Net Investment Income$5,512NetInvestmentIncomeAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (2 entries)

CategoryCategoryTxtAmtAmt
2025 Estimated taxes$16,918
2024 Taxes Paid$14,373

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