THE JOHN G & JEAN R GOSNELL FOUNDATION INC: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN G & JEAN R GOSNELL FOUNDATION INC (EIN 54-1829618)
- Tax period
- 2021-11-01 to 2022-10-31
- Filed
- 2023-08-29
- IRS object ID
- 202302419349100615
- Schema version
- 2021v4.2
- 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
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-08-29T12:14:28-05:00 | ReturnTs |
| Tax Period End | 2022-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873231666 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 245 PARK AVENUE 12TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10167 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541829618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN G & JEAN R GOSNELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SUSAN G BROWN 5317 KENWOOD AV | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN G BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2023-08-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SUSAN | PersonFirstNm |
| Person Last | BROWN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 2122862600 | PhoneNum |
| Preparation | 2023-08-29 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $21,592,132 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $6,199 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $6,199 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $378,521 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $378,521 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$120,989 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,242,368 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $0 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $156,628 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $420,359 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,720 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $12,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,075 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $135,056 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $58,422 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $76,634 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $7,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $2,180 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $2,180 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $42,561 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $6,716 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $199,722 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $58,422 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $92,605 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,030,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,030,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,229,722 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $58,422 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,122,605 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$809,363 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $326,298 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,297,000 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,592,036 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,592,036 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,585,834 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,157,352 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $15,898,412 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,480,776 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,158,942 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,083,934 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,350,932 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,996,849 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,017,750 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,714,542 | TotalAssetsBOYAmt |
| Total Assets EOY | $11,905,179 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $21,592,132 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $12,714,542 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $11,905,179 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,714,542 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $11,905,179 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,714,542 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $11,905,179 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,714,542 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$809,363 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $11,905,179 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $11,905,179 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SALE OF PUBLICLY TRADED SECURITIES | D | $14,510 | $20,909 | -$6,399 | -$6,399 |
| SALE OF PUBLICLY TRADED SECURITIES | P | $1,225,800 | $1,342,448 | -$116,648 | -$116,648 |
| CAPITAL GAINS DIVIDENDS | P | $2,058 | $2,058 | $2,058 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$120,989 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $4,536 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $4,536 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $4,536 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $20,256 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $20,256 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $15,720 | OverpaymentAmt |
| Applied To ES Tax | $15,720 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.GOSNELLFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | SUSAN G BROWN | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5317 KENWOOD AVE | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208156601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (6 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN GOSNELL BROWN | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| TERESA GOSNELL DOGGETT | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | CHAIRMAN | 1.00 | $0 | $0 | $0 |
| KRISTIN HAGEDORN DOGGETT | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | VP & SECRETARY - TERM ENDED 12/14/21 | 1.00 | $0 | $0 | $0 |
| KATHERINE HOLLINGSWORTH GELATT | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | VP, TREASURER AND SECRETARY | 2.00 | $0 | $0 | $0 |
| WILLIAM T DOGGETT | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | DIRECTOR -TERM STARTED 12/14/21 | 1.00 | $0 | $0 | $0 |
| BRITTON GOSNELL BROWN | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | DIRECTOR -TERM STARTED 12/14/21 | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC | |||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | FOUNDATION MANAGEMENT | $76,634 |
| JANNEY MONTGOMERY SCOTT LLC | |||||
| 1717 ARCH STREET | PHILADELPHIA | PA | 19103 | INVESTMENT ADVISORY | $58,422 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,704,156 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,523,711 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $362,350 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $22,590,217 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $22,590,217 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $338,853 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $22,251,364 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,112,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,112,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $4,536 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $17,093 | IncomeTaxAmt |
| Total Tax | $21,629 | TotalTaxAmt |
| Distributable Before Adj | $1,090,939 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,090,939 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,090,939 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,122,605 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,122,605 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,090,939 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,016,246 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,122,605 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,016,246 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $106,359 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $984,580 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (39 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALICE FERGUSON FOUNDATION | |||||||
| 2001 BRYAN POINT RD | ACCOKEEK | MD | 20607 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| ANACOSTIA WATERSHED SOCIETY | |||||||
| 4302 BALTIMORE AVENUE | BLADENSBURG | MD | 20710 | N/A | PC | GENERAL OPERATING SUPPORT | $35,000 |
| ASHLEY HALL FOUNDATION | |||||||
| 172 RUTLEDGE AVE | CHARLESTON | SC | 294035821 | N/A | PC | GENERAL OPERATING SUPPORT FOR HORIZONS | $40,000 |
| CENTRONIA | |||||||
| 1420 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING SUPPORT FOR EARLY CHILDHOOD EDUCATION AND SUPPORT SERVICES FOR LOW-INCOME FAMILIES | $50,000 |
| CHESAPEAKE CONSERVANCY INC | |||||||
| 716 GIDDINGS AVENUE SUITE 42 | ANNAPOLIS | MD | 21401 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CITY BLOSSOMS | |||||||
| 516 KENNEDY ST NW | WASHINGTON | DC | 20011 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| COMMUNITIES IN SCHOOLS OF THE NATION'S CAPITAL | |||||||
| 1023 31ST ST NW SUITE 510 | WASHINGTON | DC | 20007 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| COMMUNITY OF HOPE INC | |||||||
| 4 ATLANTIC STREET SW | WASHINGTON | DC | 20032 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| EDUCARE DC | |||||||
| 640 ANACOSTIA AVENUE NE | WASHINGTON | DC | 20019 | N/A | PC | EARLY EDUCATOR FELLOWSHIP | $25,000 |
| FIRST TREE OF CENTRAL FLORIDA | |||||||
| 1810 LEE ROAD | ORLANDO | FL | 32810 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| FRIENDS OF ACADIA | |||||||
| 43 COTTAGE STREET PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | ADDRESSING ACADIA'S HOUSING CRISIS | $25,000 |
| FRIENDS OF LEU GARDENS | |||||||
| 1920 NORTH FOREST AVE | ORLANDO | FL | 32803 | N/A | PC | HISTORY & NATURE PROJECTS FOR SCHOOL CHILDREN | $5,000 |
| GENERATION HOPE | |||||||
| 415 MICHIGAN AVENUE NE SUITE 430 | WASHINGTON | DC | 20017 | N/A | PC | NEXT GENERATION ACADEMY | $25,000 |
| GRACE MEDICAL HOME INC | |||||||
| 1417 E CONCORD STREET | ORLANDO | FL | 32803 | N/A | PC | GENERAL OPERATING SUPPORT | $9,000 |
| GREATER DC DIAPER BANK | |||||||
| 1532 A ST NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| GREATER WASHINGTON EDUCATIONAL TELECOMMUNICATIONS ASSOCIATION INC | |||||||
| 3939 CAMPBELL AVENUE | ARLINGTON | VA | 22206 | N/A | PC | LOCAL GENERAL OPERATING SUPPORT | $25,000 |
| HORIZONS GREATER WASHINGTON | |||||||
| 3000 CATHEDRAL AVE NW | WASHINGTON | DC | 20008 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| IDENTITY | |||||||
| 15800 CRABBS BRANCH WAY 300 | ROCKVILLE | MD | 20855 | N/A | PC | ENCUENTROS-COMMUNITY-BASED NONCLINCIAL EMOTIONAL SUPPORT GROUPS FOR ELEMENTARY SCHOOL PARENTS | $55,000 |
| IDENTITY | |||||||
| 15800 CRABBS BRANCH WAY 300 | ROCKVILLE | MD | 20855 | N/A | PC | JOVENES DE MANANA/YOUTH OF TOMORROW ELEMENTARY SCHOOL SOCIAL-EMOTIONAL AND READING SUPPORT PROGRAM | $40,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | N/A | PC | WILMER EYE INSTITUTE RESEARCH | $20,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | N/A | PC | WILMER EYE INSTITUTE RESEARCH | $25,000 |
| LATIN AMERICAN YOUTH CENTER | |||||||
| 1419 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | N/A | PC | LAYC ENVIRONMENTAL WORKFORCE PROGRAMS | $30,000 |
| MARINE DISCOVERY CENTER | |||||||
| 520 BARRACUDA BLVD | NEW SMYRNA BEACH | FL | 32169 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| MERCK FOREST & FARMLAND CENTER | |||||||
| 3270 VT-315 | RUPERT | VT | 057680086 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| NATIONAL PARK FOUNDATION | |||||||
| 1500 K ST NW SUITE 700 | WASHINGTON | DC | 21298 | N/A | PC | OPEN OUTDOORS FOR KIDS | $50,000 |
| NATIONAL PARK TRUST | |||||||
| 401 E JEFFERSON STREET SUITE 207 | ROCKVILLE | MD | 20850 | N/A | PC | BUDDY BISON SCHOOL PROGRAM AND DIGITAL EDUCATION PROGRAM | $40,000 |
| NATURE FORWARD FKA AUDUBON NATURALIST SOCIETY OF THE CENTRAL ATLANTIC STAT | |||||||
| 8940 JONES MILL ROAD | CHEVY CHASE | MD | 20815 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| OUTSIDE IN 180 | |||||||
| PO BOX 25429 | DURHAM | NC | 27702 | N/A | PC | GENERAL OPERATING SUPPORT FOR INSIDEOUT | $20,000 |
| PARKINSON ASSOCIATION OF CENTRAL FLORIDA INC | |||||||
| PO BOX 3337 | WINTER PARK | FL | 32790 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PEACE OF MIND INC | |||||||
| 5540 NEVADA AVE NW | WASHINGTON | DC | 20015 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PET ALLIANCE OF GREATER ORLANDO | |||||||
| 333 S GARLAND AVE 13TH FLOOR | ORLANDO | FL | 32801 | N/A | PC | GENERAL OPERATING SUPPORT | $3,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA INC | |||||||
| 123 WILLIAM ST 10TH FLOOR | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| POTOMAC CONSERVANCY | |||||||
| 962 WAYNE AVE SUITE 540 | SILVER SPRING | MD | 20910 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| RK KITTAY PUBLIC LIBRARY | |||||||
| 2827 VT-153 | RUPERT | VT | 05768 | N/A | GOV | GENERAL OPERATING SUPPORT | $5,000 |
| SULTANA EDUCATION FOUNDATION | |||||||
| 200 S CROSS ST PO BOX 524 | CHESTERTOWN | MD | 21620 | N/A | PC | LAWRENCE WETLANDS PRESERVE NATURE CENTER | $35,000 |
| THE LITERACY LAB | |||||||
| 1400 16TH ST NW SUITE 410 | WASHINGTON | DC | 20036 | N/A | PC | DC PRE-K PROGRAM EXPANSION | $40,000 |
| VERMONT WOODLANDS ASSOCIATION | |||||||
| PO BOX 26 | RUTLAND | VT | 05768 | N/A | PC | WOODS, WILDLIFE, AND WARBLERS IN VERMONT | $2,500 |
| VERMONT WOODLANDS ASSOCIATION | |||||||
| PO BOX 26 | RUTLAND | VT | 05768 | N/A | PC | GENERAL OPERATING SUPPORT | $2,500 |
| WINTER PARK HISTORICAL ASSOCIATION INC | |||||||
| 200 W NEW ENGLAND AVE | WINTER PARK | FL | 32789 | N/A | PC | WINTER PARK HISTORY MUSEUM | $3,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,030,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,199 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $378,521 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$120,989 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL WELL INCOME | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $156,628 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $156,628 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $263,731 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $420,359 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $12,925 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,075 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (14 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| APPLE INC NOTE CPN 2.500% DUE 02/09/25 (150000 UNITS) | $149,071 | $143,039 |
| CATERPILLAR FINL SVCS MEDIUM TERM NOTE CPN 2.625% DUE 03/01/23 (75000 UNITS) | $72,949 | $74,522 |
| CITIGROUP INC UNSECD MEDIUM TERM CPN 5.000% DUE 05/18/32 (75000 UNITS) | $74,250 | $65,327 |
| EXXON MOBIL CORP UNSECD NOTE CPN 2.019% DUE 08/16/24 (75000 UNITS) | $74,980 | $71,474 |
| FORD MOTOR CREDIT CO LLC CREDIT NOTES CPN 2.150% DUE 06/20/24 (100000 UNITS) | $99,450 | $92,943 |
| FORD MOTOR CREDIT CO LLC CREDIT NOTES CPN 2.900% DUE 09/20/28 (50000 UNITS) | $49,500 | $38,285 |
| FORD MTG CO UNSECD SR NOTE CPN 6.100% DUE 08/19/32 (75000 UNITS) | $74,180 | $68,852 |
| GOLDMAN SACHS GROUP INC CPN 4.500% (75000 UNITS) | $72,772 | $60,073 |
| GOLDMAN SACHS GROUP INC CPN 5.150% (75000 UNITS) | $73,658 | $64,834 |
| GOLDMAN SACHS GROUP INC UNSECD CPN 4.000% DUE 08/30/23 (150000 UNITS) | $149,850 | $148,340 |
| JPMORGAN CHASE & CO NOTE CPN 3.200% DUE 06/15/26 (75000 UNITS) | $74,783 | $69,326 |
| UNITED PARCEL SERVICE INC SR NOTE CPN 2.200% DUE 09/01/24 (75000 UNITS) | $74,925 | $71,610 |
| VERIZON COMMNS INC INTERNOTES SURVIVOR CPN 4.150% DUE 05/15/2029 (750 UNITS) | $74,363 | $69,403 |
| WAL-MART STORES INC NOTE CPN 2.350% DUE 12/15/22 (46000 UNITS) | $44,211 | $45,906 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (32 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3M COMPANY (MMM) 3000 SHRS. | $495,895 | $377,367 |
| ABBVIE INC (ABBV) 2000 SHRS. | $172,250 | $292,800 |
| ADVANCED MICRO DEVICES (AMD) 2000 SHRS. | $60,360 | $120,120 |
| AKAMAI TECHNOLOGIES INC (AKAM) 3000 SHRS. | $146,565 | $264,990 |
| ALPHABET INC (GOOG) 4000 SHRS. | $138,895 | $378,640 |
| ALPHABET INC (GOOGL) 4000 SHRS. | $141,513 | $378,040 |
| AMERICAN EXPRESS CO (AXP) 1000 SHRS. | $62,870 | $148,450 |
| AMGEN INC (AMGN) 5000 SHRS. | $815,000 | $1,351,750 |
| APPLE INC (AAPL) 16000 SHRS. | $453,060 | $2,453,440 |
| BLACKSTONE INC (BX) 4000 SHRS. | $103,210 | $364,560 |
| BLOCK INC CL A (SQ) 1000 SHRS. | $56,740 | $60,070 |
| CATERPILLAR INC (CAT) 3000 SHRS. | $205,986 | $649,380 |
| CHEVRON CORP (CVX) 2000 SHRS. | $217,343 | $361,800 |
| CIGNA CORP (CI) 4500 SHRS. | $408,195 | $1,453,770 |
| CISCO SYSTEMS INC (CSCO) 6500 SHRS. | $189,101 | $295,295 |
| CUMMINS INC (CMI) 500 SHRS. | $69,500 | $122,255 |
| DEERE & CO (DE) 1500 SHRS. | $135,795 | $593,730 |
| ELI LILLY & CO (LLY) 3750 SHRS. | $264,846 | $1,357,838 |
| EVERCORE INC (EVR) 3000 SHRS. | $126,823 | $315,300 |
| GOLDMAN SACHS GROUP INC (GS) 500 SHRS. | $93,702 | $172,255 |
| JOHNSON & JOHNSON (JNJ) 5000 SHRS. | $506,650 | $869,850 |
| JPMORGAN CHASE & CO (JPM) 1820 SHRS. | $55,697 | $229,102 |
| MERCK & COMPANY INC NEW (MRK) 576 SHRS. | $10,488 | $58,291 |
| NORFOLK SOUTHERN CORP (NSC) 2366 SHRS. | $3,663 | $539,614 |
| ORACLE CORP (ORCL) 16000 SHRS. | $740,560 | $1,249,120 |
| PAYPAL HOLDINGS INC (PYPL) 500 SHRS. | $11,037 | $41,790 |
| QUALCOMM INC (QCOM) 4000 SHRS. | $213,600 | $470,640 |
| SALESFORCE.COM INC (CRM) 500 SHRS. | $72,500 | $81,295 |
| SKYWORKS SOLUTIONS INC (SWKS) 1000 SHRS. | $5,890 | $86,010 |
| SOUTHERN COMPANY (SO) 2000 SHRS. | $88,000 | $130,960 |
| UNITEDHEALTH GROUP INC (UNH) 1000 SHRS. | $37,659 | $555,150 |
| VERIZON COMMUNICATIONS (VZ) 2000 SHRS. | $53,959 | $74,740 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (9 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| COLUMBIA STRATEGIC INCOME INSTL CL (LSIZX) 7679.443 SHRS. | AT COST | $178,472 | $153,435 |
| COLUMBIA ULTRA SHORT TERM BOND CL I (CUSBX) 44198.895 SHRS. | AT COST | $400,000 | $395,138 |
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF (XLY) 525 SHRS. | AT COST | $36,361 | $75,616 |
| INVESCO QQQ ETF (QQQ) 1000 SHRS. | AT COST | $302,270 | $277,950 |
| ISHARES RUSSELL 2000 (IWM) 2500 SHRS. | AT COST | $501,872 | $458,325 |
| JANUS HENDERSON EUROPEAN FOCUS INSTL CL (HFEIX) 22546.631 SHRS. | AT COST | $679,619 | $785,299 |
| JANUS HENDERSON GLOBAL EQUITY INCOME CL I (HFQIX) 63848.136 SHRS. | AT COST | $435,617 | $362,019 |
| VANGUARD FTSE EUROPE ETF (VGK) 2950 SHRS. | AT COST | $176,804 | $147,618 |
| WORKING INTEREST IN OIL WELLS | AT COST | $285,834 | $362,350 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (5 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OIL WELL OPERATING EXPENSES | $35,845 | $0 | $0 |
| WEBSITE | $325 | $0 | $325 |
| POSTAGE | $58 | $0 | $58 |
| GRANT MANAGEMENT | $4,823 | $0 | $4,823 |
| INSURANCE | $1,510 | $0 | $1,510 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OIL WELL INCOME | Desc |
| Revenue And Expenses Per Books | $156,628 | RevenueAndExpensesPerBooksAmt |
| Adjusted Net Income | $156,628 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $58,422 | $58,422 | $0 |
| FOUNDATION MANAGEMENT FEES | $76,634 | $0 | $76,634 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAXES PAID | CategoryTxt |
| Amt | $7,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |