THE JOHN G & JEAN R GOSNELL FOUNDATION INC: Form 990PF, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN G & JEAN R GOSNELL FOUNDATION INC (EIN 54-1829618)
- Tax period
- 2014-11-01 to 2015-10-31
- Filed
- 2016-03-07
- IRS object ID
- 201630679349100003
- Schema version
- 2014v6.0
- 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 | 2016-03-07T09:55:18-06:00 | ReturnTs |
| Tax Period End | 2015-10-31 | 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 | 2014-11-01 | 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 | 2016-03-07 | 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 | 2014 | TaxYr |
| Build TS | 2016-08-17 19:52:53Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $8,513,853 | 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 | $5,938,260 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $145,466 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $145,466 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $975 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $36,588 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $975 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $6,297 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $6,297 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $6,090,998 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $152,738 | 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 | $5,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,100 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $72,401 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $72,401 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $80 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $80 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $77,581 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $77,581 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $207,581 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $77,581 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $130,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $5,883,417 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $75,157 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $217,884 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $164,244 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $164,244 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $1,489,326 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,816,722 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $7,737,775 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $0 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $441,515 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $444,000 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $0 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $168,146 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $167,834 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $1,707,210 | TotalAssetsBOYAmt |
| Total Assets EOY | $7,590,627 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $8,513,853 | 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 | $1,707,210 | RetainedEarningBOYAmt |
| Retained Earning EOY | $7,590,627 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $1,707,210 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $7,590,627 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $1,707,210 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $7,590,627 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $1,707,210 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $5,883,417 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $7,590,627 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $7,590,627 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | 2000 NUTRISYSTEM INC | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Acquired | 2010-03-23 | AcquiredDt |
| Sold | 2014-11-17 | SoldDt |
| Gross Sales Price | $36,588 | GrossSalesPriceAmt |
| Cost Or Other Basis | $35,613 | CostOrOtherBasisAmt |
| Gain Or Loss | $975 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $975 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $975 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | 0 | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $98,750 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $2,572,042 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.038394 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $86,504 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $1,995,309 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.043354 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $89,831 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $1,780,645 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.050449 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $80,577 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $1,784,583 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.045152 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $51,100 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $1,625,373 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.031439 | DistributionYr5Rt |
| Total Distribution | 0.208788 | TotalDistributionRt |
| Average Distribution | 0.041758 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $8,258,244 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $344,848 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $752 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $345,600 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,503 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $1,503 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $1,503 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $2,039 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $2,039 | TotalPaymentsAndCreditsAmt |
| Overpayment | $536 | OverpaymentAmt |
| Applied To ES Tax | $536 | 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 | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | $8,140,407 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $243,597 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $8,384,004 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $8,384,004 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $125,760 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $8,258,244 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $412,912 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $412,912 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,503 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,503 | TotalTaxAmt |
| Distributable Before Adj | $411,409 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $411,409 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $411,409 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $130,000 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $0 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $130,000 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $411,409 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $125,318 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $130,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $125,318 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $4,682 | 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 | $406,727 | 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 (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALZHEIMER'S FOUNDATION OF AMERICA | |||||||
| 322 EIGHTH AVE 7TH FLOOR | NEW YORK | NY | 10001 | 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 |
| 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 |
| 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 | $12,500 |
| SCHOLARSHIP AMERICA | |||||||
| 7900 INTERNATIONAL DRIVE SUITE 500 | MINNEAPOLIS | MN | 55425 | NONE | PUBLIC CHARITY | ANNUAL GIVING | $12,500 |
| 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 | $130,000 | 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 | $145,466 | ExclusionAmt |
Other Investment Incm Part VII OtherInvestmentIncmPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $6,297 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $975 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $152,738 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $152,738 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | ESTATE OF JOHN G GOSNELL | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O SUSAN BROWN 5317 KENWOOD AVE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $5,938,260 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp (24 entries)
| ContributorContributorNum | Noncash PropertyNoncashPropertyDesc | Fair Market ValueFairMarketValueAmt | ReceivedReceivedDt |
|---|---|---|---|
| 1 | 1,500 SH AT&T | $51,157 | 2014-12-26 |
| 1 | 9,892 SH AMGEN INC. | $1,367,896 | 2014-12-26 |
| 1 | 13,475 SH APPLE INC. | $1,243,083 | 2014-12-26 |
| 1 | 2,300 SH BIOGEN IDEC INC | $512,678 | 2014-12-26 |
| 1 | 2,000 SH BLACKSTONE GROUP LP | $68,120 | 2014-12-26 |
| 1 | 1,000 SH CATERPILLAR | $94,190 | 2014-12-26 |
| 1 | 1,000 SH CHEVRON CORP. | $113,583 | 2014-12-26 |
| 1 | 3,000 SH DEER & CO. | $135,795 | 2014-12-26 |
| 1 | 2,000 SH EVERCORE PARTNERS INC. | $105,450 | 2014-12-26 |
| 1 | 1,125 SH IBM | $182,869 | 2014-12-26 |
| 1 | 2,000 SH JOHNSON & JOHNSON | $210,380 | 2014-12-26 |
| 1 | 3,750 SH LILLY ELI & CO. | $264,846 | 2014-12-26 |
| 1 | 24,206 SH ORACLE CORP. | $842,665 | 2014-12-26 |
| 1 | 1,627 SH VIACOM INC. CL B NEW | $125,067 | 2014-12-26 |
| 1 | 100,000 SH FORD MOTOR CR CO LLC | $99,089 | 2014-12-26 |
| 1 | 100,000 SH FORD MOTOR CR CO LLC | $97,956 | 2014-12-26 |
| 1 | 100,000 SH GENL ELECTRIC CAP CORP | $98,041 | 2014-12-26 |
| 1 | 75,000 SH GOLDMAN SACHS GROUP INC. | $72,773 | 2014-12-26 |
| 1 | 75,000 SH GOLDMAN SACHS GROUP INC. | $73,661 | 2014-12-26 |
| 1 | 50,000 WELLS FARGO BANK NA | $49,501 | 2014-12-26 |
| 1 | 50,000 WELLS FARGO BANK NA | $50,555 | 2014-12-26 |
| 1 | 75 SH IBM | $12,038 | 2014-12-26 |
| 1 | 300 SH GENL ELECTRIC CAP CORP. | $7,710 | 2014-12-26 |
| 1 | 2,284 SH BLACKROCK EQUITY DIV CL C | $56,076 | 2014-12-26 |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MURRAY & CAVANAUGH, P.C.,CPA | CategoryTxt |
| Amt | $5,100 | Amt |
| Net Investment Income | $5,100 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (5 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 100,000 FORD MOTOR CR CO 3.75% | $99,089 | $98,283 |
| 100,000 FORD MOTOR CR CO 4.0% | $97,955 | $96,668 |
| 100,000 GE CAP CORP 3% | $98,041 | $99,990 |
| 75,000 GOLDMAN SACHS GRP 5.15% | $73,658 | $75,267 |
| 75,000 GOLDMAN SACHS GRP 4.5% | $72,772 | $73,792 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (54 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 1,000 SH AKAMAI TECH. | $34,270 | $60,820 |
| 2,000 SH AMERICAN SUPERCONDUCTOR | $20,427 | $1,086 |
| 2,000 SH AMGEN | $155,009 | $316,360 |
| 8392 SH AMGEN | $1,367,896 | $1,327,447 |
| 3,500 SH APPLE | $33,815 | $418,250 |
| 10,975 SH APPLE | $1,243,083 | $1,311,513 |
| 1,300 SH ARES CAPITAL | $62,340 | $19,799 |
| 1,500 SH AT&T | $51,157 | $50,265 |
| 4,000 SH BANK OF AMERICA | $138,914 | $67,120 |
| 200 SH BIOGEN | $3,032 | $58,102 |
| 1,500 SH BIOGEN | $512,678 | $435,765 |
| 2,000 SH CATERPILLAR INC. | $111,796 | $145,980 |
| 1,000 SH CATERPILLAR INC | $94,190 | $72,990 |
| 1,000 SH CHEVRON CORP. | $113,583 | $90,880 |
| 1,500 SH CIGNA CORP. | $20,575 | $201,060 |
| 1,500 SH DEERE & CO. | $135,795 | $117,000 |
| 1,000 SH EMC CORP | $12,540 | $26,220 |
| 500 SH EBAY | $7,137 | $13,950 |
| 1,000 SH EVERCORE PARTNERS | $21,373 | $54,000 |
| 2,000 SH EVERCORE PARTNERS | $105,450 | $108,000 |
| 240 SH FRONTIER COMMUNICATIONS | $2,577 | $1,234 |
| 2,000 SH GENERAL ELECTRIC CO. | $58,280 | $57,840 |
| 300 SH GENERAL ELECTRIC CO. | $7,710 | $8,676 |
| 500 SH GOLDMAN SACHS GROUP INC | $93,702 | $93,750 |
| 757 SH HSBC HOLDINGS PLC | $33,655 | $29,576 |
| 1040 SH INTEL CORP. | $19,728 | $35,214 |
| 1200 SH IBM | $194,907 | $168,096 |
| 1,000 SH JOHNSON & JOHNSON | $62,210 | $101,030 |
| 2,000 SH JOHNSON & JOHNSON | $210,380 | $202,060 |
| 1,820 SH JP MORGAN CHASE | $55,697 | $116,935 |
| 500 SH JUNIPER NETWORKS | $9,040 | $15,695 |
| 3,750 SH LILY ELI & CO. | $264,846 | $305,888 |
| 576 SH MERK & CO. | $11,013 | $31,484 |
| 2,366 SH NORFOLK SOUTHERN CORP. | $117,469 | $189,351 |
| 4,213 SH ORACLE CORP. | $97,282 | $163,633 |
| 18,206 SH ORACLE CORP. | $842,665 | $707,121 |
| 500 SH PAYPAL HOLDINGS. INC. | $11,037 | $18,005 |
| 152 SH PERRIGO CORP. PLC | $23,135 | $23,976 |
| 50 SH PJT PARTNERS INC | $0 | $1,075 |
| 48 SH PROTHENA CORP PLC | $246 | $2,472 |
| 250 SH QORVO INC MERGED W RF MICRO | $6,860 | $10,983 |
| 1203 SH SANOFI CONTINGENT RTS | $2,947 | $144 |
| 1,000 SH SKYWORKS SOLUTIONS | $5,890 | $77,240 |
| 400 SH TEVA PHARMACEUTICAL INDUSTRIES | $19,668 | $23,676 |
| 1,000 SH UNITED HEALTH GROUP | $37,659 | $117,780 |
| 1,000 SH VERIZON COMMUNICATIONS | $38,240 | $46,880 |
| 1,627 VIACOM INC. | $125,068 | $80,227 |
| 2252 BLACKROCK EQUITY DIV. | $56,839 | $55,662 |
| 1,172 SH CLEARBRIDGE VALUE | $89,406 | $88,570 |
| 5 SH CLEARBRIDGE VALUE | $402 | $397 |
| 525 SH CONSUMER DISCRET. SELECT | $36,361 | $42,509 |
| 400 SH ISHARES ASIA PACIFIC | $20,940 | $16,013 |
| 400 SH SPDR SER RE S&P OIL & GAS | $15,803 | $7,976 |
| 2,000 NUTRISYSTEM INC | $0 | $0 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (3 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| 50,000 WELLS FARGO MKT LNK CD | AT COST | $49,501 | $49,733 |
| 50,000 WELLS FARGO SIOUX FALLS CD | AT COST | $50,525 | $51,981 |
| 2,000 BLACKSTONE GRP LP | AT COST | $68,120 | $66,120 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| INVESTMENT SETTLEMENT | $1,477 | $1,477 | $1,477 |
| PARTNERSHIP DISTRIBUTIONS | $4,820 | $4,820 | $4,820 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY SERVICE, JANNEY MONTGOMERY SCOTT | CategoryTxt |
| Amt | $72,401 | Amt |
| Net Investment Income | $72,401 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ESTATE OF JOHN G GOSNELL | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5317 KENWOOD AVENUE | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FOREIGN TAXES PAID | CategoryTxt |
| Amt | $80 | Amt |
| Net Investment Income | $80 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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