THE JOHN G & JEAN R GOSNELL FOUNDATION INC: Form 990PF, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN G & JEAN R GOSNELL FOUNDATION INC (EIN 54-1829618)
- Tax period
- 2015-11-01 to 2016-10-31
- Filed
- 2017-06-07
- IRS object ID
- 201731589349100408
- Schema version
- 2015v3.0
- 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 Income Schedule2
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-06-07T15:00:03-05:00 | ReturnTs |
| Tax Period End | 2016-10-31 | 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 | 2015-11-01 | 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 INC | 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 | 2017-06-07 | 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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | 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 | $11,670,948 | 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 | $3,546,192 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $198,352 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $190,873 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $28,079 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,599,113 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $189,203 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $29,524 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $4,200 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $3,802,147 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $384,276 | 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 | $7,295 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,295 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $63,292 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $62,131 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $1,066 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $1,066 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $71,653 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $70,492 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $407,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $407,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $479,153 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $70,492 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $407,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $3,322,994 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $313,784 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $164,244 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $1,712,420 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $1,712,420 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $6,816,722 | CorporateStockBOYAmt |
| Corporate Stock EOY | $8,400,552 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,171,085 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $541,541 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $395,475 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $401,489 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $68,120 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $405,174 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $385,954 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,590,627 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,913,621 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $11,670,948 | 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 | $7,590,627 | RetainedEarningBOYAmt |
| Retained Earning EOY | $10,913,621 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,590,627 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $10,913,621 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,590,627 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $10,913,621 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,590,627 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $3,322,994 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $10,913,621 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $10,913,621 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (15 entries)
| PropertyPropertyDesc | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|
| 200 SH AMERICAN SUPERCONDUCTOR | 1997-04-07 | 2016-05-10 | $2,216 | $20,427 | -$18,211 | -$18,211 |
| 860 SH AMGEN, INC. | 2000-12-28 | 2016-05-10 | $134,065 | $4,351 | $129,714 | $129,714 |
| 1,392 SH AMGEN, INC. | 2014-12-26 | 2016-05-10 | $216,991 | $226,896 | -$9,905 | -$9,905 |
| 4,475 SH APPLE INC | 2014-12-26 | 2016-05-10 | $412,408 | $506,861 | -$94,453 | -$94,453 |
| 1,300 SH ARES CAPITAL CORP | 2016-05-10 | $19,747 | $62,340 | -$42,593 | -$42,593 | |
| CASH IN LIEU DELL TECHNOLOGIES | 2004-03-24 | 2016-09-07 | $22 | $22 | $22 | |
| 2,000 SH ORACLE CORP. | 1997-12-11 | 2016-05-10 | $79,500 | $7,501 | $71,999 | $71,999 |
| 1,627 SH VIACOM | 2014-12-26 | 2016-05-10 | $65,746 | $125,067 | -$59,321 | -$59,321 |
| 1,000 SH EMC CORP | 2004-03-24 | 2016-09-07 | $24,050 | $7,301 | $16,749 | $16,749 |
| 50,000 FORD MOTOR CR 3.75% CPN | 2016-06-23 | 2016-09-20 | $50,000 | $47,449 | $2,551 | $2,551 |
| 100,000 FORD MOTOR CR CO 3.75% CPN | 2014-12-26 | 2016-09-20 | $100,000 | $99,089 | $911 | $911 |
| 100,000 GE CAPITAL CORP 3% CPN | 2014-12-26 | 2015-11-16 | $100,000 | $98,041 | $1,959 | $1,959 |
| 200,000 FORD MOTOR CR CO 4.0% | 2014-12-26 | 2016-09-20 | $200,000 | $198,054 | $1,946 | $1,946 |
| 1,140 SH AMGEN, INC | 2004-12-20 | 2016-05-10 | $177,715 | $5,814 | $171,901 | $171,901 |
| 419 SH ORACLE CORP. | 2014-09-12 | 2016-05-10 | $16,653 | $719 | $15,934 | $15,934 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $189,203 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $130,000 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,258,244 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.015742 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $98,750 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $2,572,042 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.038394 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $86,504 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,995,309 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.043354 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $89,831 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,780,645 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.050449 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $80,577 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,784,583 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.045152 | DistributionYr5Rt |
| Total Distribution | 0.193091 | TotalDistributionRt |
| Average Distribution | 0.038618 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $9,603,724 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $370,877 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $3,138 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $374,015 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $407,500 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $3,138 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $3,138 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $3,138 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $1,520 | EstimatedPlusOvpmtIncmTxAmt |
| Applied To Es Tax | $2,500 | AppliedToEsTaxAmt |
| Total Payments And Credits | $4,020 | TotalPaymentsAndCreditsAmt |
| Overpayment | $882 | OverpaymentAmt |
| Applied To ES Tax | $882 | 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 | ||||||||
| 5035 41ST STREET NW | WASHINGTON | DC | 20016 | 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 | $8,583,913 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,019,084 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $146,977 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $9,749,974 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $9,749,974 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $146,250 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $9,603,724 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $480,186 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $480,186 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $3,138 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $2,951 | IncomeTaxAmt |
| Total Tax | $6,089 | TotalTaxAmt |
| Distributable Before Adj | $474,097 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $474,097 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $474,097 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $407,500 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $407,500 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $3,138 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $404,362 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $474,097 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $406,727 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $407,500 | QualifyingDistributionsAmt |
| Applied To Year1 | $406,727 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $773 | 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 | $473,324 | 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 (25 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| 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 | $15,000 |
| 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 BAY ENVIRONMENTAL CENTER | |||||||
| PO BOX 519 | GRASONVILLE | MD | 21638 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $5,000 |
| CHESAPEAKE CONSERVANCY | |||||||
| 716 GIDDINGS AVE SUITE 42 | ANNAPOLIS | MD | 21401 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $7,500 |
| 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 | $15,000 |
| COVE CREEK CONSERVATION & WILDLIFE FOUNDATION | |||||||
| 114 NORTH CREEK COURT | STEVENSVILLE | MD | 21666 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $5,000 |
| 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 SREET NW SUITE 1 | ARLINGTON | VA | 22201 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $25,000 |
| FOR LOVE OF CHILDREN | |||||||
| 1763 COLUMBIA RD NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $50,000 |
| HABITAT FOR HUMANITY | |||||||
| 2115 WARD COURT NW SUITE 100 | WASHINGTON | DC | 20037 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $10,000 |
| HIGHER ACHIEVEMENT | |||||||
| 1750 COLUMBIA RD NW | WASHINGTON | DC | 20009 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $15,000 |
| JOHNS HOPKINS SIDNEY KIMMEL CANCER CENTER | |||||||
| 750 EAST PRATT ST SUITE 1700 | BALTIMORE | MD | 21202 | NONE | PUBLIC CHARITY | JOHN FETTING FUND FOR BREAST CANCER PREVENTION | $15,000 |
| METROPOLITAN MEMORIAL UNITED METHODIST CHURCH | |||||||
| 3401 NEBRASKA AVE NW | WASHINGTON | DC | 20016 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $10,000 |
| MIDSHORE RIVERKEEPER CONSERVANCY | |||||||
| 23 N HARRISON ST | 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 | $15,000 |
| NEW LEADERS | |||||||
| 30 WEST 26TH ST 9TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $20,000 |
| REACH INC | |||||||
| 729 8TH STREET SE SUITE 200 | WASHINGTON | DC | 20003 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $25,000 |
| RESOLVE INC | |||||||
| 7918 JONES BRANCH DRIVE SUITE 300 | MCLEAN | VA | 22102 | NONE | PUBLIC CHARITY | ANNUAL GIVINGANNUAL GIVING | $5,000 |
| SCHOLARSHIP AMERICA | |||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $12,500 |
| SMILE TRAIN INC | |||||||
| 41 MEDISON AVE 28TH FLOOR | NEW YORK | NY | 10010 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $5,000 |
| 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 | $407,500 | 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 | $198,352 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,200 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $28,079 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NET OIL WELL INCOME | Desc |
| Business | 211110 | BusinessCd |
| Unrelated Business Taxbl Incm | $25,324 | UnrelatedBusinessTaxblIncmAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $25,324 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $230,631 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $255,955 | 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 (3 entries)
| ContributorContributorNum | Address Line1ContributorUSAddress/AddressLine1Txt | CityContributorUSAddress/CityNm | State AbbreviationContributorUSAddress/StateAbbreviationCd | ZIPContributorUSAddress/ZIPCd | Total ContributionsTotalContributionsAmt | Person ContributionPersonContributionInd | Noncash ContributionNoncashContributionInd |
|---|---|---|---|---|---|---|---|
| ESTATE OF JEAN R GOSNELL | |||||||
| 1 | 10516 BRIDLE LANE | POTOMAC | MD | 20854 | $3,180,358 | Yes (X) | Yes (X) |
| JEAN R GOSNELL | |||||||
| 2 | 10516 BRIDLE LANE | POTOMAC | MD | 20854 | $80,000 | Yes (X) | |
| JOHN G GOSNELL MARITAL TRUST | |||||||
| 3 | 10516 BRIDLE LANE | POTOMAC | MD | 20854 | $285,834 | Yes (X) | Yes (X) |
Non Cash Property Contribution NonCashPropertyContributionGrp (19 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 2,000 SH 3M COMPANY | $346,610 | 2016-06-23 |
| 1 | 2,000 SH AKAMAI TECHNOLOGIES INC. | $112,295 | 2016-06-23 |
| 1 | 200 SH ALPHABET INC. CL C | $138,895 | 2016-06-23 |
| 1 | 200 SH ALPHABET INC. CL A | $141,513 | 2016-06-23 |
| 1 | 1,000 SH AMERICAN EXPRESS | $62,870 | 2016-06-23 |
| 1 | 1,000 SH CHEVRON CORP | $103,760 | 2016-06-23 |
| 1 | 3,000 SH CIGNA CORP | $387,620 | 2016-06-23 |
| 1 | 6,500 SH CISCO SYSTEMS | $189,101 | 2016-06-23 |
| 1 | 1,000 SH GENERAL ELECTRIC CO | $31,090 | 2016-06-23 |
| 1 | 2,000 SH JOHNSON & JOHNSON | $234,060 | 2016-06-23 |
| 1 | 4,000 SH QUALCOMM INC. | $220,280 | 2016-06-23 |
| 1 | 100,000 SH ALLY FINANCIAL 3.4% CPN DUE 3/15/19 | $98,472 | 2016-06-23 |
| 1 | 100,000 SH ALLY FINANCIAL 4.05% CPN DUE 6/15/20 | $100,082 | 2016-06-23 |
| 1 | 50,000 SH FORD MOTOR CR. CO. LLC CPN 3.75% | $47,449 | 2016-06-23 |
| 1 | 100,000 SH FORD MOTOR CR. CO. LLC CPN 4.0% | $100,099 | 2016-06-23 |
| 1 | 17,978.174 SH HENDERSON GLOBAL EQUITY INCOME | $124,765 | 2016-06-24 |
| 1 | 19,991.991 SH HENDERSON EUROPEAN FOCUS | $604,758 | 2016-06-24 |
| 1 | 2,000 SH BLACKSTONE GROUP LP | $51,220 | 2016-06-23 |
| 3 | WORKING INTEREST IN OIL WELLS | $285,834 | 2016-10-15 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MURRAY & CAVANAUGH, P.C.,CPA | CategoryTxt |
| Amt | $7,295 | Amt |
| Net Investment Income | $7,295 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (9 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,000 FORD MOTOR CR CO 3.75% | $0 | $0 |
| 100,000 FORD MOTOR CR CO 4.0% | $0 | $0 |
| 100,000 GE CAP CORP 3% | $0 | $0 |
| 75,000 GOLDMAN SACHS GRP 5.15% | $73,658 | $79,284 |
| 75,000 GOLDMAN SACHS GRP 4.5% | $72,772 | $74,078 |
| 50,000 WELLS FARGO MKT LNK CD | $0 | $0 |
| 50,000 WELLS FARGO SIOUX FALLS CD | $50,491 | $51,977 |
| 100,000 ALLY FINANCIAL 3.4% CPN | $98,472 | $98,485 |
| 100,000 ALLY FINANCIAL 4.05% CPN | $100,082 | $97,665 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (63 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SH AKAMAI TECH. | $34,270 | $69,470 |
| 2,000 SH AMERICAN SUPERCONDUCTOR | $0 | $0 |
| 2,000 SH AMGEN | $0 | $0 |
| 7,000 SH AMGEN | $1,141,000 | $988,120 |
| 3,500 SH APPLE | $33,815 | $397,390 |
| 6,500 SH APPLE | $736,223 | $738,010 |
| 1,300 SH ARES CAPITAL | $0 | $0 |
| 1,500 SH AT&T | $51,157 | $55,185 |
| 4,000 SH BANK OF AMERICA | $138,914 | $66,000 |
| 200 SH BIOGEN | $3,032 | $56,036 |
| 1,500 SH BIOGEN | $512,678 | $420,270 |
| 2,000 SH CATERPILLAR INC. | $111,796 | $166,920 |
| 1,000 SH CATERPILLAR INC | $94,190 | $83,460 |
| 2,000 SH CHEVRON CORP. | $217,342 | $209,500 |
| 4,500 SH CIGNA CORP. | $408,194 | $534,735 |
| 1,500 SH DEERE & CO. | $135,795 | $132,450 |
| 1,000 SH EMC CORP | $0 | $0 |
| 500 SH EBAY | $7,137 | $14,255 |
| 1,000 SH EVERCORE PARTNERS | $21,373 | $53,750 |
| 2,000 SH EVERCORE PARTNERS | $105,450 | $107,500 |
| 240 SH FRONTIER COMMUNICATIONS | $2,577 | $965 |
| 2,000 SH GENERAL ELECTRIC CO. | $58,280 | $58,200 |
| 1,300 SH GENERAL ELECTRIC CO. | $38,800 | $37,830 |
| 500 SH GOLDMAN SACHS GROUP INC | $93,702 | $89,120 |
| 757 SH HSBC HOLDINGS PLC | $33,655 | $28,486 |
| 1040 SH INTEL CORP. | $19,728 | $36,265 |
| 1200 SH IBM | $194,907 | $184,428 |
| 1,000 SH JOHNSON & JOHNSON | $62,210 | $115,990 |
| 4,000 SH JOHNSON & JOHNSON | $444,440 | $463,960 |
| 1,820 SH JP MORGAN CHASE | $55,697 | $126,053 |
| 500 SH JUNIPER NETWORKS | $9,040 | $13,170 |
| 3,750 SH LILY ELI & CO. | $264,846 | $276,900 |
| 576 SH MERK & CO. | $11,013 | $33,823 |
| 2,366 SH NORFOLK SOUTHERN CORP. | $117,469 | $220,038 |
| 4,213 SH ORACLE CORP. | $72,783 | $68,925 |
| 18,206 SH ORACLE CORP. | $842,665 | $699,475 |
| 500 SH PAYPAL HOLDINGS. INC. | $11,037 | $20,830 |
| 152 SH PERRIGO CORP. PLC | $23,135 | $12,645 |
| 48 SH PROTHENA CORP PLC | $246 | $2,295 |
| 250 SH QORVO INC MERGED W RF MICRO | $6,860 | $13,913 |
| 1203 SH SANOFI CONTINGENT RTS | $2,947 | $373 |
| 1,000 SH SKYWORKS SOLUTIONS | $5,890 | $76,940 |
| 400 SH TEVA PHARMACEUTICAL INDUSTRIES | $19,668 | $17,096 |
| 1,000 SH UNITED HEALTH GROUP | $37,659 | $141,330 |
| 1,000 SH VERIZON COMMUNICATIONS | $38,240 | $48,100 |
| 1,627 VIACOM INC. | $0 | $0 |
| 2675 SH BLACKROCK EQUITY DIV. | $65,641 | $58,773 |
| 1,172 SH CLEARBRIDGE VALUE | $89,406 | $91,876 |
| 11 SH CLEARBRIDGE VALUE | $838 | $871 |
| 525 SH CONSUMER DISCRET. SELECT | $36,361 | $41,002 |
| 400 SH ISHARES ASIA PACIFIC | $20,940 | $18,200 |
| 400 SH SPDR SER RE S&P OIL & GAS | $15,803 | $7,064 |
| 2,000 SH 3 M COMPANY | $346,610 | $330,600 |
| 2,000 SH AKAMAI TECHNOLOGIES | $112,295 | $138,940 |
| 200 SH ALPHABET INC CL C | $138,895 | $156,908 |
| 200 SH ALPHABET INC CL A | $141,513 | $161,980 |
| 1,000 SH AMERICAN EXPRESS | $62,870 | $66,420 |
| 6,500 SH CISCO SYSTEMS | $189,101 | $199,420 |
| 111 SH DELL TECHNOLOGIES | $5,239 | $5,449 |
| 4,000 SH QUALCOMM INC. | $220,280 | $274,880 |
| 50 SH PJT PARTNERS INC | $0 | $1,377 |
| 18,768.462 HENDERSON GLOBAL EQUITY | $130,142 | $131,567 |
| 19,991.99 HENDERSON EUROPEAN FOCUS | $604,758 | $605,557 |
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 | FMV | $119,340 | $100,120 |
| WORKING INTEREST IN OIL WELLS | AT COST | $285,834 | $285,834 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| PARTNERSHIP DISTRIBUTIONS | $4,200 | $4,200 | $4,200 |
| NET OIL WELL INCOME | $25,324 | $25,324 |
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 | $60,792 | $59,631 | $0 |
| PHILANTHROPY ADVISORY FEE | $2,500 | $2,500 | $0 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd |
|---|---|---|---|
| ESTATE OF JEAN R GOSNELL | |||
| 10516 BRIDLE LANE | POTOMAC | MD | 20854 |
| JEAN R GOSNELL | |||
| 10516 BRIDLE LANE | POTOMAC | MD | 20854 |
| JOHN G GOSNELL MARITAL 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 | $82 | $82 | $0 |
| INCOME TAXES PAID | $984 | $984 | $0 |
Comments