2023-06-15T13:09:40-05:00 2022-12-31 833045455 GAFFEY DEANE & TALLEY PLLC 12355 SUNRISE VALLEY DR 120 RESTON VA 20191 990PF 2022-01-01 522272147 NELSON AND MICHELE CARBONELL FOUNDATION C/O JOHN CARBONELL NELS 3015299975 9901 FOUNDERS WAY DAMASCUS MD 20872 JOHN CARBONELL TREASURER 3015299975 2023-06-15 1 JOHN CARBONELL 999009999 1 JON B DEANE P00152196 7036576040 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X 6005848 X X 4972 4972 29765 29765 931845 4338353 931845 966582 966582 0 0 0 6970 0 6970 3075 3075 0 2651 2651 0 21763 21738 25 34459 27464 6995 770000 770000 804459 27464 776995 162123 939118 429869 1780604 1780604 4466112 2912632 2723030 1120028 1484896 1502214 6016009 6178132 6005848 0 0 X 0 0 0 0 6016009 6178132 6016009 6178132 6016009 6178132 6016009 162123 0 6178132 0 6178132 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 02893 1796367 936200 860167 860167 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 04041 2066823 2000000 66823 66823 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 04043 29759 32006 -2247 -2247 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 04043 226572 220965 5607 5607 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 04046 33233 47116 -13883 -13883 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 04046 185599 170221 15378 15378 931845 13054 0 13054 0 13054 10515 0 0 0 10515 0 2539 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A JOHN CARBONELL 3015299975 9901 FOUNDERS WAY DAMASCUS MD 208722900 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOHN N CARBONELL 9901 FOUNDERS WAY DAMASCUS MD 20872 PRES/SECY 5.00 0 0 0 NONE 0 NONE 0 N/A 0 NONE 0 0 0 5495498 1131760 0 6627258 0 0 6627258 99409 6527849 326392 326392 13054 13054 313338 0 313338 0 313338 776995 0 776995 313338 41278 0 0 776995 41278 0 0 313338 422379 0 0 422379 0 0 0 0 0 0 0 422379 422379 X AUTISM SPEAKS 2 PARK AVE 11TH FLOOR NEW YORK NY 10016 NONE PUBLIC CHARITY CHARITABLE AND RESEARCH PROGRAMS 200000 EXCEPTIONAL MINDS 13400 RIVERSIDE DRIVE SUITE 211 SHERMAN OAKS CA 91423 NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS 250000 MONTEREY PENINSULA FOUNDATION 1 LOWER RAGSDALE DR BLDG 3 SUITE 100 MONTEREY CA 93940 NONE PUBLIC CHARITY COMMUNITY NEED GRANTS 20000 PATRICK SHIFFLET FOUNDATION 2410 MILESTONE CENTER DR SUITE 600 GERMANTOWN MD 20876 NONE PUBLIC CHARITY EDUCATIONAL FINANCIAL SCHOLARSHIPS 50000 PGA TOUR FIRST TEE FOUNDATION 13000 SAWGRASS VILLAGE CIR STE 4 PONTE VEDRA FL 32082 NONE PUBLIC CHARITY SOCIAL SERVICE PROGRAMS 150000 THE GEORGE WASHINGTON UNIVERSITY 2100 M STREET NW SUITE 310 WASHINGTON DC 20052 NONE PUBLIC UNIVERSITY GENERAL EDUCATION PROGRAMS 100000 770000 0 14 4972 14 29765 14 18 931845 0 966582 0 966582 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 6970 0 6970 NONE 0 EQUITY INVESTMENTS 2912632 2723030 MUTUAL FUNDS AT COST 1484896 1502214 ANNUAL REPORT FEE 25 0 25 INVESTMENT CONSULTING FEES 20975 20975 0 BANK FEES 210 210 0 OTHER INVESTMENT FEES 553 553 0 MERRILL LYNCH OFFICE FEES 3075 3075 0 FOREIGN TAXES PAID ON DIVIDENDS 2651 2651 0