THE JOHN G & JEAN R GOSNELL FOUNDATION INC: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- THE JOHN G & JEAN R GOSNELL FOUNDATION INC (EIN 54-1829618)
- Tax period
- 2024-11-01 to 2025-10-31
- Filed
- 2026-05-13
- IRS object ID
- 202601339349103755
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-05-13T14:17:21-05:00 | ReturnTs |
| Tax Period End | 2025-10-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 331374517 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PKF O'CONNOR DAVIES ADVISORY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 20 COMMERCE DRIVE SUITE 301 | AddressLine1Txt |
| City | CRANFORD | CityNm |
| State Abbreviation | NJ | StateAbbreviationCd |
| ZIP | 070163618 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2024-11-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 541829618 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JOHN G & JEAN R GOSNELL FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JOHN | BusinessNameControlTxt |
| Phone | 3017614433 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO SUSAN G BROWN 5317 KENWOOD AV | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20815 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SUSAN G BROWN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 3017614433 | PhoneNum |
| Signature | 2026-05-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRISTOPHER PETERMANN | PreparerPersonNm |
| PTIN | P00097440 | PTIN |
| Phone | 9082726200 | PhoneNum |
| Preparation | 2026-05-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $31,938,829 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $4,114 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $4,114 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $512,955 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $512,955 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,799,296 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,108,351 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,799,296 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $86,904 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $0 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $2,403,269 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $2,316,365 | 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 | $13,610 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $7,560 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $170,418 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $79,997 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $90,421 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $24,432 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $54,769 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $2,679 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $263,229 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $79,997 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $100,660 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,130,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,130,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,393,229 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $79,997 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,230,660 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,010,040 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $2,236,368 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $2,173,067 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $4,015,331 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $4,015,331 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $1,279,771 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $978,465 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $987,175 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,439,822 | CorporateStockBOYAmt |
| Corporate Stock EOY | $5,057,974 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $23,287,203 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $717,243 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $568,173 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $570,762 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,006,164 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,006,164 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $3,078,358 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $11,616,067 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,626,107 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $31,938,829 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $11,616,067 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $12,626,107 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $11,616,067 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $12,626,107 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $11,616,067 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $12,626,107 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $11,616,067 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,010,040 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $12,626,107 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $12,626,107 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | SALE OF PUBLICLY TRADED SECURITIES | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,108,351 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,309,055 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,799,296 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,799,296 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,799,296 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $31,086 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $31,086 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $31,086 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $13,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $25,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $38,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $257 | EsPenaltyAmt |
| Overpayment | $6,657 | OverpaymentAmt |
| Applied To ES Tax | $6,657 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | Yes (1) | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | MD | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | HTTPS://WWW.GOSNELLFOUNDATION.ORG/ | WebsiteAddressTxt |
| Individual With Books | SUSAN G BROWN | IndividualWithBooksNm |
| Phone | 3017614433 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5317 KENWOOD AVE | AddressLine1Txt |
| City | CHEVY CHASE | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 208156601 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | Yes (1) | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| SUSAN GOSNELL BROWN | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | PRESIDENT | 5.00 | $0 | $0 | $0 |
| TERESA GOSNELL DOGGETT | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | VICE-PRESIDENT | 2.00 | $0 | $0 | $0 |
| KATHERINE HOLLINGSWORTH GELATT | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | TREASURER | 2.00 | $0 | $0 | $0 |
| WILLIAM T DOGGETT | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | SECRETARY | 3.00 | $0 | $0 | $0 |
| BRITTON GOSNELL BROWN | ||||||||
| C/O FOUNDATION 5317 KENWOOD AVENUE | CHEVY CHASE | MD | 20815 | DIRECTOR | 2.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| INTENTIONAL PHILANTHROPY LLC | |||||
| 4801 HAMPDEN LANE UNIT 106 | BETHESDA | MD | 20814 | FOUNDATION MANAGEMENT | $90,421 |
| ROCKEFELLER CAPITAL MANAGEMENT | |||||
| PO BOX 145458 | CINICINNATI | OH | 45250 | INVESTMENT ADVISORY | $79,997 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,453,443 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $3,002,045 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $92,957 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $28,548,445 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $28,548,445 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $428,227 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $28,120,218 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,406,011 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,406,011 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $31,086 | TaxBasedOnInvestmentIncomeAmt |
| Income Tax | $1,184 | IncomeTaxAmt |
| Total Tax | $32,270 | TotalTaxAmt |
| Distributable Before Adj | $1,373,741 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $1,373,741 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $1,373,741 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,230,660 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $1,230,660 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,373,741 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $1,041,252 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,230,660 | QualifyingDistributionsAmt |
| Applied To Year1 | $1,041,252 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $189,408 | 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 | $1,184,333 | 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 (36 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| ALICE FERGUSON FOUNDATION | |||||||
| 2001 BRYAN POINT RD | ACCOKEEK | MD | 20607 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| ANACOSTIA WATERSHED SOCIETY | |||||||
| 4302 BALTIMORE AVENUE | BLADENSBURG | MD | 20710 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| ASHLEY HALL FOUNDATION | |||||||
| 172 RUTLEDGE AVE | CHARLESTON | SC | 294035821 | N/A | PC | GENERAL OPERATING SUPPORT FOR HORIZONS | $40,000 |
| BAY AREA LYME FOUNDATION | |||||||
| 884 PORTOLA RD | PORTOLA VALLEY | CA | 940287264 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| CENTRONIA | |||||||
| 1420 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | N/A | PC | GENERAL OPERATING SUPPORT | $50,000 |
| CENTRONIA | |||||||
| 1420 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | N/A | PC | CLASSROOM CONVERSION | $20,000 |
| CHESAPEAKE CONSERVANCY INC | |||||||
| 716 GIDDINGS AVENUE SUITE 42 | ANNAPOLIS | MD | 21401 | N/A | PC | GENERAL OPERATING SUPPORT | $70,000 |
| COMMUNITIES IN SCHOOLS OF THE NATION'S CAPITAL | |||||||
| 501 SCHOOL ST NW SUITE 800 | WASHINGTON | DC | 20024 | N/A | PC | GENERAL OPERATING | $40,000 |
| DURHAM ARTS COUNCIL INC | |||||||
| 120 MORRIS STREET | DURHAM | NC | 27701 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| DURHAM PUBLIC SCHOOLS FOUNDATION | |||||||
| PO BOX 51325 | DURHAM | NC | 277171325 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| EDUCARE DC | |||||||
| 640 ANACOSTIA AVENUE NE | WASHINGTON | DC | 20019 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| FRIENDS OF ACADIA | |||||||
| PO BOX 45 | BAR HARBOR | ME | 04609 | N/A | PC | CADILLAC MOUNTAIN SUMMIT ACCESSIBILITY IMPROVEMENT PROJECT: EAST-WEST CONNECTOR WALKWAY | $30,000 |
| FRIENDS OF LEU GARDENS | |||||||
| 1920 NORTH FOREST AVE | ORLANDO | FL | 32803 | N/A | PC | FREE FIELD TRIPS FOR ALL: IN FULL BLOOM | $30,000 |
| GENERATION HOPE | |||||||
| 1401 OKIE STREET NE | WASHINGTON | DC | 20002 | N/A | PC | NEXT GENERATION ACADEMY | $25,000 |
| GLOBAL LYME ALLIANCE | |||||||
| 1700 EAST PUTNAM AVE | GREENWICH | CT | 06870 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HOPE ANIMAL RESCUE | |||||||
| 1111 SPRUCE ST | DURHAM | NC | 27701 | N/A | PC | GENERAL OPERATING SUPPORT | $5,000 |
| HORIZONS GREATER WASHINGTON | |||||||
| 3000 CATHEDRAL AVE NW | WASHINGTON | DC | 20008 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| IDENTITY | |||||||
| 415 EAST DIAMOND AVE | GAITHERSBURG | MD | 20877 | N/A | PC | JOVENES DE MANANA/YOUTH OF TOMORROW ELEMENTARY SCHOOL SOCIAL-EMOTIONAL AND READING SUPPORT PROGRAM | $40,000 |
| IDENTITY | |||||||
| 415 EAST DIAMOND AVE | GAITHERSBURG | MD | 20877 | N/A | PC | ENCUENTROS COMMUNITY-BASED NONCLINICAL EMOTIONAL SUPPORT GROUPS FOR ELEMENTARY SCHOOL PARENTS | $55,000 |
| JOHNS HOPKINS UNIVERSITY | |||||||
| 3910 KESWICK ROAD SUITE N2100 | BALTIMORE | MD | 21211 | N/A | PC | WILMER EYE INSTITUTE - GENE THERAPY RESEARCH FOR RETINAL DISEASE | $25,000 |
| KIDS ON POINT | |||||||
| PO BOX 22731 | CHARLESTON | SC | 29413 | N/A | PC | GENERAL OPERATINS SUPPORT | $20,000 |
| LATIN AMERICAN YOUTH CENTER | |||||||
| 1419 COLUMBIA ROAD NW | WASHINGTON | DC | 20009 | N/A | PC | LAYC ENVIRONMENTAL WORKFORCE PROGRAMS | $30,000 |
| MARINE DISCOVERY CENTER | |||||||
| 520 BARRACUDA BLVD | NEW SMYRNA BEACH | FL | 32169 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| MERCK FOREST & FARMLAND CENTER | |||||||
| PO BOX 86 | RUPERT | VT | 057680086 | N/A | PC | GENERAL OPERATING SUPPORT | $30,000 |
| NATIONAL PARK FOUNDATION | |||||||
| PO BOX 17394 | BALTIMORE | MD | 21298 | N/A | PC | FORWARD FUND (GENERAL OPERATING SUPPORT) | $60,000 |
| NATIONAL PARK TRUST | |||||||
| 401 E JEFFERSON STREET SUITE 207 | ROCKVILLE | MD | 20850 | N/A | PC | YOUTH PROGRAMS & GENERAL OPERATING SUPPORT | $50,000 |
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 NORTH CAPITOLD ST NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| NATURE FORWARD FKA AUDUBON NATURALIST SOCIETY OF THE CENTRAL ATLANTIC STAT | |||||||
| 8940 JONES MILL ROAD | CHEVY CHASE | MD | 20815 | N/A | PC | GENERAL OPERATING SUPPORT | $45,000 |
| NATURE IS NONPARTISAN | |||||||
| 251 LITTLE FALLS DR | WILMINGTON | DE | 198081674 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| PARKINSON ASSOCIATION OF CENTRAL FLORIDA INC | |||||||
| PO BOX 3337 | WINTER PARK | FL | 32790 | N/A | PC | GENERAL OPERATING SUPPORT | $25,000 |
| PEACE OF MIND INC | |||||||
| 5540 NEVADA AVE NW | WASHINGTON | DC | 20015 | N/A | PC | GENERAL OPERATING SUPPORT | $20,000 |
| PHILADELPHIA COLLEGE OF OSTEOPATHIC MEDICINE | |||||||
| 4170 CITY AVE | PHILADELPHIA | PA | 19131 | N/A | PC | GENERAL OPERATING SUPPORT FOR ALZHEIMER'S PATHOBIOME INITIATIVE AT THE PATHOBIOME RESEARCH CENTER | $40,000 |
| PLANNED PARENTHOOD FEDERATION OF AMERICA | |||||||
| 123 WILLIAM ST FL 10 | NEW YORK | NY | 10038 | N/A | PC | GENERAL OPERATING SUPPORT | $40,000 |
| SULTANA EDUCATION FOUNDATION | |||||||
| PO BOX 524 | CHESTERTOWN | MD | 21620 | N/A | PC | WILD WETLANDS PROGRAM | $45,000 |
| THE LITERACY LAB | |||||||
| 1400 16TH ST NW SUITE 410 | WASHINGTON | DC | 20036 | N/A | PC | DC FELLOWSHIP | $40,000 |
| US LIGHTHOUSE SOCIETY | |||||||
| 9005 NE POINT NO POINT RD | HANSVILLE | WA | 98340 | N/A | PC | THOMAS POINT SHOAL LIGHTHOUSE | $20,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,130,000 | TotalGrantOrContriPdDurYrAmt |
Grant Or Contri Apprv For Fut GrantOrContriApprvForFutGrp (2 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt |
|---|---|---|---|---|---|---|---|
| NATIONAL PUBLIC RADIO INC | |||||||
| 1111 NORTH CAPITOLD ST NE | WASHINGTON | DC | 20002 | N/A | PC | GENERAL OPERATING SUPPORT | $10,000 |
| SULTANA EDUCATION FOUNDATION | |||||||
| PO BOX 524 | CHESTERTOWN | MD | 21620 | N/A | PC | WILD WETLANDS PROGRAM | $70,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Apprv Fut | $80,000 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,114 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $512,955 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,799,296 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (3 entries)
| DescDesc | BusinessBusinessCd | Unrelated Business Taxbl IncmUnrelatedBusinessTaxblIncmAmt | ExclusionExclusionCd | ExclusionExclusionAmt |
|---|---|---|---|---|
| OIL WELL INCOME | 210000 | $83,075 | ||
| STATE UBI TAX REFUND | 01 | $223 | ||
| 990-T TAX REFUND | 01 | $3,606 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $83,075 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $2,320,194 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $2,403,269 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | TAX PREPARATION FEES | CategoryTxt |
| Amt | $13,610 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $7,560 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (8 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ALLY FINANCIAL INC 6.25% 03/15/2026 75000 UNITS | $74,663 | $75,503 |
| CITIGROUP INC 5.00% 05/18/2032 75000 UNITS | $74,250 | $75,029 |
| FORD MOTOR CO 6.10% 08/19/2032 75000 UNITS | $74,180 | $77,018 |
| FORD MOTOR CREDIT CO 2.90% 09/20/2028 50000 UNITS | $49,500 | $47,756 |
| GOLDMAN SACHS GROUP 4.50% 06/15/2042 75000 UNITS | $72,773 | $70,170 |
| GOLDMAN SACHS GROUP 5.15% 07/15/2038 75000 UNITS | $73,661 | $76,249 |
| JPMORGAN CHASE & CO 3.20% 06/15/2026 75000 UNITS | $74,783 | $74,634 |
| VERIZON COMMUNICATIONS 4.15% 05/15/2029 75000 UNITS | $74,363 | $74,403 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (29 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC (ABBV) 2000 SHS | $172,250 | $436,080 |
| ADVANCED MICRO DEVICES INC (AMD) 2000 SHS | $60,360 | $512,240 |
| AKAMAI TECHNOLOGIES (AKAM) 3000 SHS | $146,564 | $225,300 |
| ALPHABET INC CLASS A (GOOGL) 4000 SHS | $141,512 | $1,124,760 |
| ALPHABET INC CLASS C (GOOG) 4000 SHS | $138,894 | $1,127,280 |
| AMERICAN EXPRESS CO (AXP) 1000 SHS | $62,870 | $360,730 |
| AMGEN INC (AMGN) 5000 SHS | $815,000 | $1,492,150 |
| APPLE INC (AAPL) 12000 SHS | $339,795 | $3,244,440 |
| BLACKSTONE INC (BX) 4000 SHS | $81,066 | $586,560 |
| CATERPILLAR INC (CAT) 3000 SHS | $205,986 | $1,731,780 |
| CHEVRON CORP (CVX) 2000 SHS | $217,343 | $315,440 |
| CISCO SYSTEMS INC (CSCO) 6500 SHS | $189,101 | $475,215 |
| CUMMINS INC (CMI) 500 SHS | $69,500 | $218,840 |
| DEERE & CO (DE) 1500 SHS | $135,795 | $692,445 |
| ELI LILLY & CO (LLY) 2850 SHS | $201,283 | $2,459,151 |
| EVERCORE INC CLASS A (EVR) 3000 SHS | $126,823 | $883,680 |
| GOLDMAN SACHS GROUP INC (GS) 500 SHS | $93,702 | $394,685 |
| JOHNSON & JOHNSON (JNJ) 5000 SHS | $506,650 | $944,350 |
| JPMORGAN CHASE & CO (JPM) 1820 SHS | $55,697 | $566,238 |
| MERCK & CO INC (MRK) 576 SHS | $10,488 | $49,524 |
| NORFOLK SOUTHERN CORP (NSC) 2366 SHS | $3,663 | $670,477 |
| ORACLE CORP (ORCL) 9300 SHS | $430,451 | $2,442,273 |
| PAYPAL HOLDINGS INC (PYPL) 500 SHS | $11,037 | $34,635 |
| QUALCOMM INC (QCOM) 4000 SHS | $213,600 | $723,600 |
| SALESFORCE INC (CRM) 500 SHS | $72,500 | $130,205 |
| SKYWORKS SOLUTIONS INC (SWKS) 1000 SHS | $5,890 | $77,720 |
| SOUTHERN CO (SO) 2000 SHS | $88,000 | $188,080 |
| THE CIGNA GROUP (CI) 4500 SHS | $408,195 | $1,099,845 |
| VERIZON COMMUNICATIONS INC (VZ) 2000 SHS | $53,959 | $79,480 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $978,465 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $987,175 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND (XLY) 525 SHS | AT COST | $36,361 | $125,963 |
| INVESCO QQQ TRUST SERIES 1 (QQQ) 1000 SHS | AT COST | $302,270 | $629,070 |
| ISHARES RUSSELL 2000 ETF (IWM) 2500 SHS | AT COST | $501,872 | $615,575 |
| JANUS HENDERSON EUROPEAN FOCUS I (HFEIX) 23165.899 SHS | AT COST | $702,953 | $1,377,908 |
| VANGUARD FTSE EUROPE ETF (VGK) 2950 SHS | AT COST | $176,874 | $236,885 |
| WORKING INTEREST IN OIL WELLS | AT COST | $285,834 | $92,957 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| OFFICE EXPENSES | $229 | $0 | $229 |
| INSURANCE | $750 | $0 | $750 |
| MEMBERSHIP FEES | $1,700 | $0 | $1,700 |
| OIL WELL OPERATING EXPENSES | $52,090 | $0 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|
| OIL WELL INCOME | $83,075 | $83,075 |
| STATE UBI TAX REFUND | $223 | $223 |
| 990-T TAX REFUND | $3,606 | $3,606 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT ADVISORY FEES | $79,997 | $79,997 | $0 |
| FOUNDATION MANAGEMENT FEES | $90,421 | $0 | $90,421 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| 990-PF 2025 ESTIMATE | $13,000 | $0 | $0 |
| 990-PF 2024 TAX EXTENSION | $6,000 | $0 | $0 |
| STATE UBI TAX | $5,432 | $0 | $0 |