2020-05-22T11:55:06-05:00 2019-12-31 833045455 GAFFEY DEANE & TALLEY PLLC 12355 SUNRISE VALLEY DRIVE 305 RESTON VA 20191 990PF 2019-01-01 522272147 NELSON AND MICHELE CARBONELL FOUNDATION C/O JOHN CARBONELL NELS 7039554058 9901 FOUNDERS WAY DAMASCUS MD 20872 JOHN CARBONELL TREASURER 7039554058 2020-04-30 1 JON B DEANE P00152196 7036576040 2019 2022-09-23 18:48:47Z X 6887053 X X 8082 8082 29615 29615 717977 4149998 717977 755674 755674 0 0 0 7514 0 7514 3075 3075 0 11743 1931 0 20728 20394 0 43060 25400 7514 185000 185000 228060 25400 192514 527614 730274 429520 348710 348710 5064581 5664160 6165927 237557 246402 372416 5731658 6259272 6887053 0 0 X 0 0 0 0 5731658 6259272 5731658 6259272 5731658 6259272 5731658 527614 0 6259272 0 6259272 MERRILL LYNCH ACCT 4041 3532267 2870910 661357 661357 MERRILL LYNCH ACCT 4043 47890 50178 -2288 -2288 MERRILL LYNCH ACCT 4043 154350 155280 -930 -930 MERRILL LYNCH ACCT 4046 13138 11497 1641 1641 MERRILL LYNCH ACCT 4046 111114 106494 4620 4620 MERRILL LYNCH ACCT 4048 136031 123072 12959 12959 MERRILL LYNCH ACCT 4048 146763 114590 32173 32173 MERRILL LYNCH ACCT 4048 - CASH IN LIEU 3 3 3 CAPITAL GAINS DIVIDENDS P 8442 8442 8442 717977 0 192889 6341929 0.030415 186276 6039886 0.030841 111305 5127576 0.021707 369429 5654183 0.065337 2728959 6895991 0.395731 0.544031 0.108806 6295808 685022 7303 692325 192514 14605 0 14605 0 14605 8000 0 0 8000 13 6618 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 5792682 599001 0 6391683 0 0 6391683 95875 6295808 314790 314790 14605 14605 300185 0 300185 0 300185 192514 0 192514 0 192514 300185 0 0 1656254 93806 1750060 192514 0 0 0 192514 0 107671 107671 1642389 0 0 0 0 0 0 1548583 93806 93806 X ASSOCIATION OF GOVERNING BOARDS OF UNIVERSITIES AND COLLEGES 1133 2OTH STREET NW SUITE 300 WASHINGTON DC 20036 NONE EDUCATIONAL INSTITUT EDUCATIONAL AND SPORTING PROGRAMS 10000 EXCEPTIONAL MINDS 13400 RIVERSIDE DRIVE SUITE 211 SHERMAN OAKS CA 91423 NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS 50000 PATRICK SHIFFLET FOUNDATION 2410 MILESTONE CENTER DR SUITE 600 GERMANTOWN MD 20876 NONE PUBLIC CHARITY EDUCATIONAL FINANCIAL SCHOLARSHIPS 25000 THE GEORGE WASHINGTON UNIVERSITY 2100 M STREET NW SUITE 310 WASHINGTON DC 20052 NONE PUBLIC UNIVERSITY GENERAL EDUCATION PROGRAMS 100000 185000 0 14 8082 14 29615 18 717977 0 755674 0 755674 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 7514 0 7514 NONE 0 EQUITY INVESTMENTS 5664160 6165927 MUTUAL FUNDS AT COST 246402 372416 ANNUAL REPORT FEE 25 0 0 INVESTMENT EXPENSES 20394 20394 0 INTEREST AND PENALTIES 309 0 0 MERRILL LYNCH OFFICE FEES 3075 3075 0 FOREIGN TAXES PAID ON DIVIDENDS 1931 1931 0 FEDERAL INCOME TAXES 9812 0 0