2025-10-31T11:44:13-04:00 2024-12-31 Russell Evans & Thompson PLLC 299 Herndon Parkway Suite 206 Herndon VA 201704467 990PF 2024-01-01 237019796 THE JAMES M JOHNSTON TRUST FOR CHAR & EDUC PURPOSES % JULIA SANDERS JAME 3019070135 2 WISCONSIN CIRCLE SUITE 870 CHEVY CHASE MD 20815 WDUNBAR GRAM TRUSTEE 3019070135 2025-09-30 true true WCraig Thompson P00295094 7034780320 2024 2025-03-06 01:10:19Z X 93612850 X 0 X 2474846 2474846 2391442 36926535 2391442 4866288 4866288 252000 84000 168000 159000 53000 106000 48220 16071 32149 2010 0 0 2010 51464 25732 0 25732 370722 370722 132283 57157 8126 1803 85824 28322 57502 32771 15115 17656 1136097 650119 0 417175 4200461 4200461 5336558 650119 0 4617636 -470270 4216169 0 543653 138691 138691 5225105 5856671 5856671 15686504 11771567 11771567 4957196 4531802 4531802 5996419 9712325 9712325 57146735 61492111 61492111 57767 45324 6460 12443 12443 46420 97240 97240 89608492 93612850 93612850 0 0 X 89616278 93612850 89616278 93612850 89616278 93612850 89616278 -470270 4466842 93612850 93612850 S/T GAIN ON PUBLICLY TRADED SECURITIES P 8135827 8198549 -62722 -62722 L/T GAIN ON PUBLICLY TRADED SECURITIES P 28627651 26169854 2457797 2457797 L/T GAIN ON PUBLICLY TRADED SECURITIES P 161891 166690 -4799 -4799 CLASS ACTION LITIGATION SETTLEMENTS P 1166 1166 1166 2391442 58605 58605 58605 78572 0 10000 88572 X 68 29899 29899 false false false false false false false true true DC MD true false false false false true JULIA SANDERS 3019070135 2 WISCONSIN CIRCLE SUITE 870 CHEVY CHASE MD 20815 false false false true true false false false false false false false false false false false false false false false false false W DUNBAR GRAM 2 WISCONSIN CIRCLE SUITE 870 SUITE 870 CHEVY CHASE MD 20815 TRUSTEE 20.0 84000 0 0 HELEN PATE 2 WISCONSIN CIRCLE SUITE 870 SUITE 870 CHEVY CHASE MD 20815 TRUSTEE 15.0 14000 0 0 THEO T HAYES 2 WISCONSIN CIRCLE SUITE 870 CHEVY CHASE MD 20815 TRUSTEE 15.0 84000 0 0 TRACY PATE 2 WISCONSIN CIRCLE SUITE 870 SUITE 870 CHEVY CHASE MD 20815 TRUSTEE 15.0 70000 0 0 JULIA G SAUNDERS 3611 LITTLEDALE ROAD KENSINGTON MD 20896 EXECUTIVE DIRECTOR 37.0 159000 46776 1444 RUSSELL EVANS & THOMPSON PLLC 299 HERNDON PARKWAY SUITE 206 HERNDON VA 20170 AUDIT & TAX SERVICES 51464 GLENMEDE TRUST COMPANY NA 1650 MARKET STREET SUITE 1200 PHILADELPHIA PA 19103 INVESTMENT ADVISOR 370722 NOT APPLICABLE NONE 87924844 6378739 109683 94413266 0 94413266 1416199 92997067 4649853 4649853 58605 58605 4591248 4591248 4591248 4617636 0 0 0 0 4617636 4591248 0 2022 2021 2020 0 25172 77273 102445 4617636 0 4591248 26388 128833 0 0 0 0 128833 25172 77273 26388 N N THE TRUST SEE FEDERAL FOOTNOTE 2 WISCONSIN CIRCLE SUITE 870 CHEVY CHASE MD 20815 3019070135 SEE FEDERAL FOOTNOTE TO PART XIV SEE FEDERAL FOOTNOTE TO PART XIV SEE FEDERAL FOOTNOTE TO PART XIV SEE SCHEDULE ATTACHED 100 PURPOSE ROAD PIPPA PASSES KY 41844 NONE PC SEE SCHEDULE ATTACHED 4200461 4200461 14 2474846 18 2391442 4866288 4866288 false false false false false false false false false false AUDITING AND TAX SERVICES 51464 25732 25732 NONE LEASEHOLD IMPRVMTS 2011-05-04 9576 3116 39.0 246 3362 RUSSELL EVANS THOMPSON PLLC AUDITING AND ACCOUNTING SERVICES GLENMEDE TRUST COMPANY N A INVESTMENT ADVISORY SERVICES FURNITURE & EQUIP 1990-07-01 24455 24455 SL 5 OFFICE EQUIPMENT 1990-10-31 1000 1000 SL 5 RCA TV & VCR 1995-09-20 388 388 SL 5 CANON COPIER/FEEDE 1995-09-27 3280 3280 SL 5 CANON FAX MACHINE 1995-09-27 2405 2405 SL 5 FILE CABINET-5DR 1995-10-23 384 384 SL 5 FOLDING TABLES 1997-01-01 114 114 SL 5 TWO END TABLES 1997-01-01 330 330 SL 5 TWO COFFEE TABLES 1997-01-01 330 330 SL 5 TABLE 1997-01-01 206 206 SL 5 COMPUTER 1999-09-12 1050 1050 SL 5 EXECUTIVE DESK 2001-03-13 1530 1530 SL 5 HP COMPUTER 2003-06-14 1520 1520 SL 5 FILE CABINET 2005-08-01 630 630 SL 5 COMPUTER 2007-02-28 844 844 SL 5 FIREKING 4 DR SAFE 2008-05-08 1939 1939 SL 5 FURNITURE 2023-12-27 7786 SL 5 1557 JULIA G SAUNDERS OTHER COMPENSATION IS FOR PARKING BENEFIT. CORPORATE BONDS -SEE PDF ATTACHMENT 9 9712325 9712325 CORPORATE STOCK -SEE PDF ATTACHMENT 8 4531802 4531802 11771567 11771567 MUTAL FUNDS- -SEE PDF ATTACHMENT 10 FMV 61492111 61492111 FURNITURE & EQUIP 24455 24455 OFFICE EQUIPMENT 1000 1000 RCA TV & VCR 388 388 CANON COPIER/FEEDE 3280 3280 CANON FAX MACHINE 2405 2405 FILE CABINET-5DR 384 384 FOLDING TABLES 114 114 TWO END TABLES 330 330 TWO COFFEE TABLES 330 330 TABLE 206 206 COMPUTER 1050 1050 EXECUTIVE DESK 1530 1530 HP COMPUTER 1520 1520 FILE CABINET 630 630 COMPUTER 844 844 FIREKING 4 DR SAFE 1939 1939 LEASEHOLD IMPRVMTS 9576 3362 6214 FURNITURE 7786 1557 6229 LEGAL FEES 2010 2010 RENTAL DEPOSIT 7123 7123 7123 DUE FROM BROKER/CUSTODIAN 31963 26269 26269 PURCHASED INTEREST 7334 63848 63848 POSTAGE 170 85 85 INSURANCE, TTEE LIABILITY 18041 6014 12027 TELEPHONE 3538 1769 1769 OFFICE SUPPLIES 453 227 226 MISCELLANEOUS 2327 1163 1164 ADP FEE 2645 882 1763 BOOKS, SUBSCRIPTIONS, REF 1231 616 615 BANK CHARGES 15 8 7 MISCELLANEOUS INVESTMENT EXP 4351 4351 UNREALSIZED GAIN ON INVESTMENTS 4466842 PAYROLL TAXES WITHHELD INVESTMENT ADVISORY FEES 370722 370722 PAYROLL TAXES 12189 4063 8126 FOREIGN TAXES 53094 53094 FEDERAL EXCISE TAX 67000