2025-09-05T15:16:36-05:00 2024-12-31 833045455 GAFFEY DEANE & TALLEY PLLC 12355 SUNRISE VALLEY DR 120 RESTON VA 20191 990PF 2024-01-01 522272147 NELSON AND MICHELE CARBONELL FOUNDATION C/O JOHN CARBONELL NELS 3015299975 9901 FOUNDERS WAY DAMASCUS MD 20872 JOHN CARBONELL TREASURER 3015299975 2025-08-19 1 1 JON B DEANE P00152196 7036576040 2024 2025-03-06 01:10:19Z X 5880719 X X 17357 17357 35575 35575 400033 2918033 400033 452965 452965 0 0 0 13501 0 13501 22795 19720 3075 4528 4528 0 955 955 0 41779 25203 16576 907500 907500 949279 25203 924076 -496314 427762 734030 531028 533579 3463019 3185178 3258163 1507466 1492295 2088977 5704515 5208501 5880719 0 0 X 0 0 0 0 5704515 5208501 5704515 5208501 5704515 5208501 5704515 -496314 300 5208501 0 5208501 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 46 P 10310 12480 -2170 -2170 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 46 P 178402 147689 30713 30713 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 43 P 14724 12731 1993 1993 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 43 P 319489 245678 73811 73811 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 41 P 851180 799422 51758 51758 PUBLICLY TRADED SECURITIES MERRILL LYNCH - 93 P 1543900 1300000 243900 243900 CAPITAL GAINS DIVIDENDS P 28 28 28 400033 5946 0 5946 0 5946 10802 0 0 0 10802 0 4856 4856 0 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 5895076 238232 0 6133308 0 0 6133308 92000 6041308 302065 302065 5946 5946 296119 0 296119 0 296119 924076 0 924076 296119 0 0 422379 344065 766444 924076 0 0 0 296119 627957 0 0 1394401 0 0 0 0 0 0 0 1394401 422379 344065 627957 X AUTISM SPEAKS 2 PARK AVE 11TH FLOOR NEW YORK NY 10016 NONE PUBLIC CHARITY CHARITABLE AND RESEARCH PROGRAMS 150000 EXCEPTIONAL MINDS 13400 RIVERSIDE DRIVE SUITE 211 SHERMAN OAKS CA 91423 NONE PUBLIC CHARITY EDUCATIONAL PROGRAMS 250000 FIRST TEE - GREATER WASHINGTON DC 2020 PENNSYLVANIA AVE NW 106 WASHINGTON DC 20006 NONE PUBLIC CHARITY YOUTH PROGRAMS 125000 MONTEREY PENINSULA FOUNDATION 1 LOWER RAGSDALE DR BLDG 3 SUITE 100 MONTEREY CA 93940 NONE PUBLIC CHARITY COMMUNITY NEED GRANTS 22500 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 310000 907500 0 14 17357 14 35575 18 400033 0 452965 0 452965 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 13501 0 13501 NONE 0 EQUITY INVESTMENTS 3185178 3258163 MUTUAL FUNDS AT COST 1492295 2088977 BANK FEES 300 300 0 OTHER INVESTMENT FEES 655 655 0 PRIOR YEAR BASIS ADJUSTMENTS 300 MERRILL LYNCH OFFICE FEES 3075 0 3075 MERRILL LYNCH CONSULTING F 19720 19720 0 FOREIGN TAXES PAID ON DIVIDENDS 4528 4528 0