2025-04-12T11:46:26-07:00 2024-12-31 521133301 O'DONNELL AND COMPANY 216 W MAIN ST ELKTON MD 21921 990PF 2024-01-01 516525690 HJC FAMILY FOUNDATION HJCF 3022903093 156 HONEY LOCUST RICHMOND VA 23238 HOWARD E COSGROVE PRESIDENT 3022903093 2025-04-04 true JUDY WAHLGREN P01209915 4103987427 2025-04-12 2024 2025-03-06 01:10:19Z X 705513 X X 77 25076 12110 408 0 0 25153 12110 408 0 750 5019 0 0 0 5769 0 0 16300 16300 22069 0 16300 3084 12110 408 35395 35925 35925 0 0 574796 590043 669588 0 0 0 0 0 0 610191 625968 705513 0 0 0 0 0 X 610191 625968 610191 625968 610191 625968 610191 3084 12693 625968 625968 AMERICAN FDS STR BD FD P 2024-02-12 2024-10-02 966 0 921 45 0 0 0 45 BROWN ADV GRW EQ P 2023-12-15 2024-02-12 3871 0 3548 323 0 0 0 323 NUANCE MID CAP VAL FD P 2023-12-31 2024-08-08 611 0 571 40 0 0 0 40 GQG PARTNERS EM MKTS P 2019-06-12 2024-06-10 4346 0 3103 1243 0 0 0 1243 BROWN ADV GRW EQ P 2019-06-11 2024-02-12 56764 0 53593 3171 0 0 0 3171 DIAMOND HILL LG CAP P 2021-02-16 2024-10-02 3091 0 2719 372 0 0 0 372 ISHS TR CORE US AGG P 2018-04-02 2024-10-02 606 0 641 -35 0 0 0 -35 ISHS TR 7-10 YR P 2022-08-10 2024-02-12 6895 0 7633 -738 0 0 0 -738 ISHS TR MSCI USA MIN P 2020-06-04 2024-08-08 10620 0 8211 2409 0 0 0 2409 NUANCE MID CAP VAL FD P 2018-09-12 2024-02-12 35670 0 36393 -723 0 0 0 -723 TCW METRO WEST TOT P 2018-04-02 2024-10-02 12105 0 13880 -1775 0 0 0 -1775 PRINCIPAL MID CAP FD P 2020-06-04 2024-10-02 3991 0 2778 1213 0 0 0 1213 JPMORGAN UNDISC MGRS P 2020-06-04 2024-10-02 2596 0 1489 1107 0 0 0 1107 VANGUARD INDX FDS S&P P 2018-04-02 2024-10-02 12454 0 5920 6534 0 0 0 6534 WASATCH SM CAP GRW P 2021-02-16 2024-10-02 1783 0 2859 -1076 0 0 0 -1076 12110 408 168 0 168 0 168 0 0 0 168 0 false false false false false false false true true true false false false false false N/A HOWARD E COSGROVE 3022903093 156 HONEY LOCUST RICHMOND VA 23238 false false false false false false false false false false false false false false false false false false false false false HOWARD E COSGROVE 156 HONEY LOCUST RICHMOND VA 23238 CO-TRUSTEE 0.00 0 0 0 JOYCE COSGROVE 156 HONEY LOCUST RICHMOND VA 23238 CO-TRUSTEE 0.00 0 0 0 PAMELA C ROBERTS 8701 BUTTERFIELD AVE RICHMOND VA 23229 CO-TRUSTEE 0.00 0 0 0 SUSAN C STONE 4 BUCK BRANCH DR RICHMOND VA 23229 CO-TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 660082 31723 0 691805 0 691805 10377 681428 34071 34071 168 168 33903 33903 33903 16300 16300 33903 0 0 4171 42912 43290 90373 16300 0 16300 106673 0 0 0 33903 0 106673 0 4171 42912 43290 16300 HOWARD E COSGROVE JOYCE COSGROVE X THETA DELTA CHI EDUCATION FOUNDATION 214 LEWIS WHARF BOSTON MA 02210 501C3 OPERATIONAL SUPPORT 1250 WATER MISSION 1001 HAXALL POINT RICHMOND VA 23219 501C3 OPERATIONAL SUPPORT 500 HAGLEY MUSEUM 200 HAGLEY CREEK RD WILMINGTON DE 19807 501C3 OPERATIONAL SUPPORT 2500 GOOCHLAND FIRE RESCUE 180 RIVER ROAD RICHMOND VA 23103 501C3 OPERATIONAL SUPPORT 250 UNIVERSITY OF VIRGINIA 1827 UNIVERSITY AVE CHARLOTTESVILLE VA 22903 501C3 OPERATIONAL SUPPORT 950 BON SECOURS 5008 MONUMENT AVE RICHMOND VA 23220 501C3 OPERATIONAL SUPPORT 500 KILMARNOCK RESCUE 61 HARRIS RD KILMARNOCK VA 22482 501C3 OPERATIONAL SUPPORT 250 FOCUS 5804 GROVE RD RICHMOND VA 23226 501C3 OPERATIONAL SUPPORT 3000 GOOCHLAND CARES 2999 RIVER RD GOOCHLAND VA 23063 501C3 OPERATIONAL SUPPORT 4500 UNIVERSITY OF DELAWARE 210 S COLLEGE AVE NEWARK DE 19716 501C3 OPERATIONAL SUPPORT 2500 HEAD OF CHRISTIANA PRESBYTERIAN CHURCH 1100 W CHURCH RD NEWARK DE 19711 501C3 OPERATIONAL SUPPORT 100 16300 14 77 14 25076 18 12111 37264 37264 8 DONATIONS false false false false false false false false false false ODONNELL & CO TAX PREPARATION 750 GQG PRTS EMERGING MKTS 20994 25471 AM FDS STRATEGIC BD 26705 26200 DIAMOND HILL LG CAP 60182 60516 AM FDS EUROPACIFIC 28768 28689 WILLIAM BLAIR LG CAP 60602 64795 METRO WEST TOT RTN 45862 39317 PRINCIPAL MIDCAP FD 19951 27316 T ROWE PRICE OVERSEAS 27128 29101 JPM UNDISCOVERED MGR 19195 27644 WASATCH SM CAP 36085 29360 ISHS TR CORE US AGGBD 49413 46124 ISHS TR 7-10 YR 28322 26441 ISHS TR MSCI CORE S&P 12732 14020 VANGUARD INDEX FDS 125698 197743 ALLSPRING SPECIAL MID CAP 28406 26851 CAPITAL GAIN 12693 RAYMOND JAMES INVESTOR FEES 5019