THE JOHN G & JEAN R GOSNELL FOUNDATION INC: Form 990PF, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN G & JEAN R GOSNELL FOUNDATION INC (EIN 54-1829618)
- Tax period
- 2016-11-01 to 2017-10-31
- Filed
- 2018-05-02
- IRS object ID
- 201821229349100122
- 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
- Schedule B
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2018-05-02T12:56:39-05:00 | ReturnTs |
| Tax Period End | 2017-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 541152891 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MURRAY & CAVANAUGH PC CPA'S | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1901 N FT MYER DR SUITE 1100 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2016-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541829618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE JOHN G & JEAN R GOSNELL FOUNDATION | BusinessNameLine1Txt |
| Business Name Line2 | C/O SUSAN G BROWN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3019839375 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5317 KENWOOD AVENUE | 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 | 3019839375 | PhoneNum |
| Signature | 2018-05-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES D CAVANAUGH | PreparerPersonNm |
| PTIN | P00090305 | PTIN |
| Phone | 7035278012 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.96.105.29 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2018-05-02 | IPDt |
| IP Tm | 13:56:28 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | ED110C7416BAB98A8EB9A9C4BFC8723DA5AE95DB | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 5B54EE4B8223AF6CEC56162EBB58955604BA173D | 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 | $16,257,197 | 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 | $2,325,673 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $233,445 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $233,445 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $273,788 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $777,284 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $345,782 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $72,010 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $8,724 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,904,916 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $587,951 | 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 | $5,925 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,925 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $77,228 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $77,228 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $11,344 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $66 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $85 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $0 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $1,000 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $0 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $95,582 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $83,219 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $475,250 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $475,250 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $570,832 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $83,219 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $475,250 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,334,084 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $504,732 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $1,712,420 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $3,974,146 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $3,974,146 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $8,400,552 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,949,842 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $11,017,583 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $395,475 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $918,543 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $924,674 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $405,174 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $405,174 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $340,794 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $10,913,621 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,247,705 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $16,257,197 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
| Capital Stock BOY | $0 | CapitalStockBOYAmt |
| Capital Stock EOY | $0 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $10,913,621 | RetainedEarningBOYAmt |
| Retained Earning EOY | $13,247,705 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $10,913,621 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $13,247,705 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $10,913,621 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $13,247,705 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $10,913,621 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,334,084 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $13,247,705 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $13,247,705 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (14 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt | How AcquiredHowAcquiredCd |
|---|---|---|---|---|---|---|---|
| 1,000 SH AMGEN, INC. | 2014-12-26 | 2017-09-07 | $179,617 | $163,000 | $16,617 | $16,617 | |
| 2,000 SH APPLE, INC. | 2006-04-21 | 2017-09-07 | $323,253 | $19,323 | $303,930 | $303,930 | |
| 1,000 SH BANK OF AMERICA | 2007-08-10 | 2017-09-07 | $22,859 | $48,908 | -$26,049 | -$26,049 | |
| 1,000 SH BANK OF AMERICA | 2007-12-27 | 2017-09-07 | $22,859 | $41,588 | -$18,729 | -$18,729 | |
| 2,000 SH BANK OF AMERICA | 2008-10-21 | 2017-09-07 | $45,719 | $48,418 | -$2,699 | -$2,699 | |
| 111 SH DELL TECHNOLOGIES | 2004-03-24 | 2017-09-07 | $8,289 | $5,239 | $3,050 | $3,050 | |
| 16 SH FRONTIER COMMUNICATIONS CORP | 2004-12-20 | 2017-09-07 | $223 | $98 | $125 | $125 | |
| 1,000 SH GENERAL ELECTRIC CO | 2007-08-10 | 2017-09-07 | $24,340 | $37,900 | -$13,560 | -$13,560 | |
| 1,000 SH GENERAL ELECTRIC CO | 2006-05-13 | 2017-09-07 | $24,340 | $31,090 | -$6,750 | -$6,750 | |
| 1,794 SH ORACLE CORP | 2017-09-14 | 2017-09-07 | $92,317 | $3,078 | $89,239 | $89,239 | |
| 206 SH ORACLE CORP | 2014-12-26 | 2017-09-07 | $10,601 | $9,535 | $1,066 | $1,066 | |
| 152 SH PERRIGO CORP PLC | 2013-02-19 | 2017-09-07 | $12,186 | $23,135 | -$10,949 | -$10,949 | |
| 50 SH PJT PARTNERS INC STOCK DIV | 2015-10-01 | 2017-09-07 | $1,820 | $190 | $1,630 | $1,630 | |
| CAPITAL GAINS DIVIDENDS | $8,861 | $8,861 | $8,861 | P |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $345,782 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $406,030 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $9,533,954 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.042588 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $130,000 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $8,258,244 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.015742 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $98,750 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $2,572,042 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.038394 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $86,504 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,995,309 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.043354 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $89,831 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,780,645 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.050449 | DistributionYr5Rt |
| Total Distribution | 0.190527 | TotalDistributionRt |
| Average Distribution | 0.038105 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $14,165,628 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $539,781 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $5,047 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $544,828 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $475,250 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $10,095 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $10,095 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $10,095 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $3,160 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $17,142 | AppliedToEsTaxAmt |
| Total Payments And Credits | $20,302 | TotalPaymentsAndCreditsAmt |
| Es Penalty | $7 | EsPenaltyAmt |
| Overpayment | $10,200 | OverpaymentAmt |
| Applied To ES Tax | $10,200 | 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 | 0 | 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 | Yes (1) | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | SUSAN G BROWN | IndividualWithBooksNm |
| Phone | 3019839375 | 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 | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| 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 |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 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 | ||||||||
| 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | PRESIDENT | 0.00 | $0 | $0 | $0 |
| TERESA GOSNELL DOGGETT | ||||||||
| 136 TANNERS POINT | STEVENSVILLE | MD | 21666 | CHAIRMAN | 0.00 | $0 | $0 | $0 |
| KRISTIN HAGEDORN DOGGETT | ||||||||
| 58 EASTLAKE ROAD | MT PLEASANT | SC | 29464 | VICE PRESIDENT & SECRETARY | 0.00 | $0 | $0 | $0 |
| KATHERINE HOLLINGSWORTH GELATT | ||||||||
| 5215 BELVOIR DRIVE | BETHESDA | MD | 20815 | VICE PRESIDENT & TREASURER | 0.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
| Comp Of Hghst Pd Cntrct Or NONE | NONE | CompOfHghstPdCntrctOrNONETxt |
| 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 | $10,992,428 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,057,103 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $331,817 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $14,381,348 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $14,381,348 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $215,720 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $14,165,628 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $708,281 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $708,281 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $10,095 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $16,105 | IncomeTaxAmt |
| Total Tax | $26,200 | TotalTaxAmt |
| Distributable Before Adj | $682,081 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $682,081 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $682,081 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $475,250 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $475,250 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $475,250 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $682,081 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $473,324 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $475,250 | QualifyingDistributionsAmt |
| Applied To Year1 | $473,324 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,926 | 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 | $680,155 | 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 (30 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| A WIDER CIRCLE | ||||||||
| 4808 MOORLAND LN SUITE 802 | BETHESDA | MD | 20814 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $10,000 | |
| ALZHEIMER'S ASSOCIATION | ||||||||
| 225 N MICHIGAN AVE FL 17 | CHICAGO | IL | 606017633 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $20,000 | |
| BEST BUDDIES MARYLAND | ||||||||
| 3500 BOSTON ST NS-47 SUITE 210 | BALTIMORE | MD | 21224 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $5,000 | |
| CENTER FOR INSPIRED TEACHING | ||||||||
| 1436 U ST NW SUITE 400 | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $50,000 | |
| CHESAPEAKE CONSERVANCY | ||||||||
| 716 GIDDINGS AVE SUITE 42 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $7,500 | |
| CITY YEAR WASHINGTON DC | ||||||||
| 287 COLUMBUS AVE | BOSTON | MA | 02116 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $10,000 | |
| COLUMBIA UNIVERSITY | ||||||||
| 630 WEST 168TH ST | NEW YORK | NY | 10032 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $15,000 | |
| COMMUNITIES IN SCHOOLS OF THE NATION'S CAPITAL | ||||||||
| 3121 SOUTH ST | WASHINGTON | DC | 20007 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $20,000 | |
| COMPASS REGIONAL HOSPICE | ||||||||
| 255 COMET DRIVE | CENTERVILLE | MD | 21617 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $5,000 | |
| DARKNESS TO LIGHT | ||||||||
| 1064 GARDNER RD SUITE 210 | CHARLESTON | SC | 29407 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $4,500 | |
| DC DIAPER BANK | ||||||||
| 1532 A STREET NE | WASHINGTON | DC | 20002 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $10,000 | |
| DC SCORES | ||||||||
| 1224 M STREET NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $50,000 | |
| EMERGING SCHOLARS | ||||||||
| 2009 14TH ST N SUITE ONE | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $30,000 | |
| FOR LOVE OF CHILDREN | ||||||||
| 1763 COLUMBIA RD NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $20,000 | |
| FRIENDS OF ACADIA | ||||||||
| 43 COTTAGE ST | BAR HARBOR | ME | 04609 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $15,000 | |
| HABITAT FOR HUMANITY | ||||||||
| 2115 WARD COURT NW SUITE 100 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $20,000 | |
| HIGHER ACHIEVEMENT | ||||||||
| 1750 COLUMBIA RD NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $20,000 | |
| JOHNS HOPKINS KIMMEL CANCER CENTER | ||||||||
| 750 E PRATT ST SUITE 1700 | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $25,000 | |
| LAND AND GARDEN PRESERVE | ||||||||
| PO BOX 208 | SEAL HARBOR | ME | 04675 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $5,000 | |
| MAIN LINE HOSPICE | ||||||||
| 240 NORTH RADNOR CHESTER RD SUITE | RADNOR | PA | 19087 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $250 | 100 |
| MARY'S CENTER | ||||||||
| 2333 ONTARIO RD NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $15,000 | |
| METROPOLITAN MEMORIAL UNITED METHODIST CHURCH | ||||||||
| 3401 NEBRASKA AVE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $10,000 | |
| MIDSHORE RIVER KEEPERS | ||||||||
| 114 S WASHINGTON ST SUITE 301 | EASTON | MD | 21601 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $2,500 | |
| NATIONAL PARK FOUNDATION | ||||||||
| 1110 VERMONT AVE NW SUITE 200 | WASHINGTON | DC | 20005 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $25,000 | |
| NEW LEADERS INC | ||||||||
| 30 W 26TH ST 9TH FL | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $20,000 | |
| ONE WORLD HEALTH | ||||||||
| 21D GAME COCK AVE | CHARLESTON | SC | 29407 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $500 | |
| REACH INC | ||||||||
| 729 8TH ST SE SUITE 200 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $30,000 | |
| SMILE TRAIN INC | ||||||||
| 41 MADISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $5,000 | |
| THE NATURE CONSERVANCY | ||||||||
| 4245 N FAIRFAX DR SUITE 100 | ARLINGTON | VA | 22206 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $15,000 | |
| WETA | ||||||||
| 3939 CAMPBELL AVE | ARLINGTON | VA | 22206 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $10,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $475,250 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $233,445 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $8,724 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $273,788 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET OIL WELL INCOME | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $63,286 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $63,286 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $515,957 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $579,243 | 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 |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp (2 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd |
|---|---|---|---|---|---|---|
| JEAN R GOSNELL IRREV TRUST | ||||||
| 1 | C/O JOHN W GOSNELL 10516 BRIDLE LN | POTOMAC | MD | 20854 | $1,986,684 | Yes (X) |
| JOHN G GOSNELL TRUST | ||||||
| 2 | C/O JOHN W GOSNELL 10516 BRIDLE LN | POTOMAC | MD | 20854 | $338,989 | Yes (X) |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MURRAY & CAVANAUGH, P.C.,CPA | CategoryTxt |
| Amt | $5,925 | Amt |
| Net Investment Income | $5,925 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (12 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,000 ALLY FINANCIAL 3.4% CPN | $98,472 | $98,333 |
| 100,000 ALLY FINANCIAL 4.05% CPN | $100,000 | $99,240 |
| 75,000 APPLE INC. UNSECURED NOTE | $74,935 | $74,761 |
| 75,000 APPLE INC. NOTE CPN 2.5% | $74,200 | $73,871 |
| 75,000 CATERPILLAR FIN SVC 1.85% | $74,814 | $74,565 |
| 75,000 GOLDMAN SACHS GRP 5.15% | $73,658 | $80,513 |
| 75,000 GOLDMAN SACHS GRP 4.5% | $72,772 | $74,498 |
| 75,000 JP MORGAN CHASE NOTE 3.2% | $74,782 | $74,928 |
| 75,000 ORACLE CORP NOTE 1.9% | $74,613 | $74,218 |
| 75,000 TOTONTO DOMIN. BANK 1.45% | $74,934 | $74,854 |
| 75,000 3 M CO NOTE CPN 2% | $74,872 | $74,194 |
| 50,000 WELLS FARGO CD 3% | $50,491 | $50,699 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (64 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 3,000 SH AKAMAI TECH. | $146,565 | $156,750 |
| 6,000 SH AMGEN | $978,000 | $1,051,320 |
| 1,000 SH AMGEN | $0 | $0 |
| 8,000 SH APPLE | $750,715 | $1,352,320 |
| 2,000 SH APPLE | $0 | $0 |
| 1,500 SH AT&T | $51,157 | $50,475 |
| 4,000 SH BANK OF AMERICA | $0 | $0 |
| 200 SH BIOGEN | $2,797 | $62,332 |
| 1,500 SH BIOGEN | $472,894 | $467,490 |
| 100 SH BIOVERATIV INC | $235 | $5,650 |
| 750 SH BIOVERATIV INC | $39,784 | $42,375 |
| 2,000 SH CATERPILLAR INC. | $111,796 | $271,600 |
| 1,000 SH CATERPILLAR INC. | $94,190 | $135,800 |
| 2,000 SH CHEVRON CORP | $217,342 | $231,780 |
| 4,500 SH CIGNA CORP | $408,194 | $887,490 |
| 1,500 SH DEERE & CO. | $135,795 | $199,320 |
| 500 SH EBAY | $7,137 | $18,820 |
| 1,000 SH EVERCORE PARTNERS | $21,373 | $80,100 |
| 2,000 SH EVERCORE PARTNERS | $105,450 | $160,200 |
| 240 SH FRONTIER COMMUNICATIONS | $0 | $0 |
| 2,000 SH GENERAL ELECTRIC | $0 | $0 |
| 1,300 SH GENERAL ELECTRIC | $28,090 | $26,208 |
| 500 SH GOLDMAN SACHS GROUP INC | $93,702 | $121,240 |
| 757 SH HSBC HOLDINGS PLC | $33,655 | $36,919 |
| 1,040 SH INTEL | $19,728 | $47,310 |
| 1,200 SH IBM | $194,907 | $184,873 |
| 1,000 SH JOHNSON & JOHNSON | $62,210 | $139,410 |
| 4,000 SH JOHNSON & JOHNSON. | $444,440 | $557,640 |
| 1,820 SH JP MORGAN CHASE | $55,697 | $183,110 |
| 500 SH JUNIPER NETOWRKS. | $9,040 | $12,415 |
| 3,750 SH ELI LILLY & CO. | $264,846 | $307,275 |
| 576 SH MERK & CO. | $11,013 | $31,732 |
| 2,366 SH NORFOLK SOUTHERN CORP | $117,469 | $310,940 |
| 1,794 SH ORACLE CORP | $0 | $0 |
| 18,000 SH ORACLE CORP | $833,130 | $916,200 |
| 206 SH ORACLE CORP | $0 | $0 |
| 500 SH PAYPAL HOLDINGSS | $11,037 | $36,280 |
| 152 SH PERRIGO CORP PLC | $0 | $0 |
| 48 SH PROTHENA CORP PLC | $246 | $2,786 |
| 250 SH QORVO | $6,860 | $18,953 |
| 1,203 SH SANOFI CONTINGENT RTS | $2,947 | $493 |
| 1,000 SH SKYWORKS SOLUTIONS | $5,890 | $113,860 |
| 400 SH TEVA PHARMACEUTICAL IND | $19,668 | $5,520 |
| 800 SH TEVA PHARMACEUTICAL IND | $12,528 | $11,040 |
| 1,000 SH UNITED HEALTH GROUP | $37,659 | $210,220 |
| 1,000 SH VERIZON COMMINUCATIONS | $38,240 | $47,870 |
| 2,675 SH BLACKROCK EQUITY DIV | $65,641 | $61,528 |
| 476 SH BLACKROCK EQUITY DIV | $10,584 | $10,952 |
| 1,183 SH CLEARBRIDGE VALUE | $90,244 | $109,385 |
| 11 SH CLEARBRIDGE VALUE | $901 | $981 |
| 525 SH CONSUMER DISCRETIONARY SELECT | $36,361 | $48,295 |
| 400 SH ISHARES ASIA PACIFIC | $20,940 | $19,459 |
| 400 SH SPDR SER RE S&P OIL & GAS | $15,803 | $6,180 |
| 200 SH ALPHABET INC CL C | $138,895 | $203,328 |
| 200 SH ALPHABET INC CL A | $141,513 | $206,608 |
| 1,000 SH AMERICAN EXPRESS | $62,870 | $95,520 |
| 6,500 SH CISCO SYSTEMS | $189,101 | $221,975 |
| 111 SH DELL TECHNOLOGIES | $0 | $0 |
| 4,000 SH QUALCOMM INC. | $220,280 | $204,040 |
| 18,768.462 HENDERSON GLOBAL EQUITY | $130,142 | $147,520 |
| 1,287 HENDERSON GLOBAL EQUITY | $9,642 | $10,114 |
| 637 SH HENDERSON EUROPEAN FOCUS | $19,131 | $22,080 |
| 19,992 HENDERSON EUROPEAN FOCUS | $604,758 | $693,122 |
| 2,000 SH 3 M COMPANY | $346,610 | $460,380 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (2 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 4,000 BLACKSTONE GRP LP | AT COST | $119,340 | $133,160 |
| WORKING INTEREST IN OIL WELLS | AT COST | $285,834 | $207,634 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEMBERSHIP FEE | Desc |
| Revenue And Expenses Per Books | $1,000 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | $8,724 | $8,724 | $8,724 |
| NET OIL WELL INCOME | $63,286 | $63,286 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY SERVICE, JANNEY MONTGOMERY SCOTT | $72,040 | $72,040 | $0 |
| PHILANTHROPY ADVISORY FEE | $5,188 | $5,188 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| JEAN R GOSNELL IRREV TRUST | |||
| 5317 KENWOOD AVENUE | BETHESDA | MD | 20815 |
| JOHN G GOSNELL TRUST | |||
| 10516 BRIDLE LANE | POTOMAC | MD | 20854 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FOREIGN TAXES PAID | $66 | $66 | $0 |
| INCOME TAXES PAID | $11,278 | $0 | $0 |
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