2024-11-13T15:54:25-06:00 2024-06-30 541029635 THOMPSON GREENSPON 4035 RIDGE TOP RD SUITE 700 FAIRFAX VA 22030 990PF 2023-07-01 541924107 THE NEALL FAMILY CHARITABLE FOUNDATION C/O THOMPSON GREENSPON NEAL 7033858888 4035 RIDGE TOP ROAD SUITE 700 FAIRFAX VA 22030 IRVING GREENSPON CO-TRUSTEE 7033858888 2024-11-12 1 1 ERIC GOBLE EA P01784509 7033858888 2023 2024-10-15 13:58:12Z X 29086772 X 0 X 52087 52087 656601 656601 -148408 1163848 0 30779 30779 591059 739467 269829 13491 256338 8960 0 8960 46441 13731 0 85510 82865 0 410740 110087 265298 1075000 1075000 1485740 110087 1340298 -894681 629380 6559572 6497019 6497019 7632011 6918441 13790463 7689512 7071324 8799290 21881095 20486784 29086772 499630 499630 0 X 0 0 0 0 21381465 20486784 21381465 20486784 21881095 20486784 21381465 -894681 0 20486784 0 20486784 SECTION 1256 CONTRACTS FROM PASSTHROUGH P 2024-06-30 70965 -70965 -70965 SHORT TERM GAIN FROM PASSTHROUGH P 2024-06-30 24 24 24 SCHWAB ACCOUNT #6026 P 2024-05-22 579132 527721 51411 51411 SCHWAB ACCOUNT #6895 P 2024-05-22 582783 713570 -130787 -130787 TD AMERITRADE ACCOUNT #5427 P 2024-06-30 1909 1909 1909 -148408 8748 0 8748 0 8748 16315 0 0 0 16315 0 7567 7567 0 0 0 0 0 0 0 0 0 0 0 0 1 VA 1 0 0 0 0 1 N/A THE FOUNDATION 7033858888 4035 RIDGE TOP ROAD SUITE 700 FAIRFAX VA 22030 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 GEORGE NEALL III 4035 RIDGE TOP RD STE 700 FAIRFAX VA 22030 CO-TRUSTEE 5.00 89943 0 0 D JOSHUA NEALL 4035 RIDGE TOP RD STE 700 FAIRFAX VA 22030 CO-TRUSTEE 1.00 89943 0 0 DAN THOMPSON 4035 RIDGE TOP RD STE 700 FAIRFAX VA 22030 CO-TRUSTEE 10.00 89943 0 0 TIM NEALL 4035 RIDGE TOP RD STE 700 FAIRFAX VA 22030 CO-TRUSTEE 1.00 0 0 0 GEORGE QUICK 4035 RIDGE TOP RD STE 700 FAIRFAX VA 22030 CO-TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 21208710 6246573 49277 27504560 0 0 27504560 412568 27091992 1354600 1354600 8748 8748 1345852 0 1345852 0 1345852 1340298 0 1340298 1345852 1256524 0 0 1340298 1256524 0 0 83774 0 0 0 0 0 0 0 0 1262078 0 0 0 X ACADIA CENTER 31 MILK STREET STE 501 BOSTON MA 02109 NONE PC GENERAL CHARITABLE PURPOSES 2000 ACTS PWCORG 3900 ACTS LANE DUMFRIES VA 22026 NONE PC GENERAL CHARITABLE PURPOSES 7000 AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE PC GENERAL CHARITABLE PURPOSES 15000 AMERICAN IMMIGRATION COUNCIL 1331 G STREET NW STE 200 WASHINGTON DC 20005 NONE PC GENERAL CHARITABLE PURPOSES 6000 AMERICAN INDIAN COLLEGE FUND 8333 GREENWOOD BLVD DENVER CO 80221 NONE PC GENERAL CHARITABLE PURPOSES 5000 AMERICAN REFUGEE COMMITTEE 615 FIRST AVENUE NE STE 500 MINNEAPOLIS MN 55413 NONE PC GENERAL CHARITABLE PURPOSES 6000 AN ACHIEVABLE DREAM 10858 WARWICK BLVD STE A NEWPORT NEWS VA 23601 NONE PC GENERAL CHARITABLE PURPOSES 35000 APPALACHIAN TRAIL CONSERVANCY 799 WASHINGTON STREET PO BOX 807 HARPERS FERRY WV 25425 NONE PC GENERAL CHARITABLE PURPOSES 2000 ARLINGTON FREE CLINIC 2921 11TH STREET SOUTH ARLINGTON VA 22204 NONE PC GENERAL CHARITABLE PURPOSES 20000 BLUE RIDGE AREA FOOD BANK 96 LAUREL HILL ROAD VERONA VA 24482 NONE PC GENERAL CHARITABLE PURPOSES 30000 BUCK SQUAD PO BOX 2616 CHARLOTTESVILLE VA 22902 NONE PC GENERAL CHARITABLE PURPOSES 2500 CASA OF PRINCE WILLIAM COUNTY 9384 FORESTWOOD LAND C MANASSAS VA 20110 NONE PC GENERAL CHARITABLE PURPOSES 15000 CASA OF THE MID-SHORE 1 SOUTH WASHINGTON STREET EASTON MD 21601 NONE PC GENERAL CHARITABLE PURPOSES 5000 CENTER FOR CONSTITUTIONAL RIGHTS 666 BROADWAY 7TH FLOOR NEW YORK NY 10012 NONE PC GENERAL CHARITABLE PURPOSES 3000 CENTER FOR INVESTIGATIVE REPORTING 1400 65TH SUITE 200 EMERYVILLE CA 94608 NONE PC GENERAL CHARITABLE PURPOSES 5000 CENTER FOR LARGE LANDSCAPE CONSERVATION 303 W MENDENHALL ST 4 BOZEMAN MT 59715 NONE PC GENERAL CHARITABLE PURPOSES 5000 CENTER FOR SCIENCE IN PUBLIC PARTICIPATION 224 NORTH CHURCH AVE BOZEMAN MT 59715 NONE PC GENERAL CHARITABLE PURPOSES 2000 CENTRAL VIRGINIA LEGAL AID SOCIETY 101 WEST BROAD ST SUITE 101 RICHMOND VA 23220 NONE PC GENERAL CHARITABLE PURPOSES 10000 CHARITY NAVIGATOR 139 HARRISTOWN RD SW GLENROCK NJ 07452 NONE PC GENERAL CHARITABLE PURPOSES 1000 CHARLOTTESVILLE FREE CLINIC 1138 ROSE HILL DRIVE CHARLOTTESVILLE VA 22903 NONE PC GENERAL CHARITABLE PURPOSES 20000 CHARLOTTESVILLE TOMORROW 1215 E MARKET ST CHARLOTTESVILLE VA 22902 NONE PC GENERAL CHARITABLE PURPOSES 5000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 NONE PC GENERAL CHARITABLE PURPOSES 3000 CHILDREN'S INN A NIH 7 WEST DR BETHESDA MD 20814 NONE PC GENERAL CHARITABLE PURPOSES 2000 COAL RIVER MOUNTAIN WATCH 7503 COAL RIVER RD NAOMA WV 25140 NONE PC GENERAL CHARITABLE PURPOSES 2000 COMFORT CASE 15825 SHADY GROVE ROAD 60 ROCKVILLE MD 20850 NONE PC GENERAL CHARITABLE PURPOSES 5000 CORPORATE ACCOUNTABILITY 10 MILK STREET STE 610 BOSTON MA 02108 NONE PC GENERAL CHARITABLE PURPOSES 5000 DOCTORS WITHOUT BORDERS PO BOX 5030 HAGERSTOWN MD 21741 NONE PC GENERAL CHARITABLE PURPOSES 80000 ELKTON AREA UNITED SERVICES 173 W SPOTSWOOD AVENUE ELKTON VA 22827 NONE PC GENERAL CHARITABLE PURPOSES 8000 EMBREY RUCKER SHELTER 11975 BOWMAN TOWNE DRIVE RESTON VA 20190 NONE PC GENERAL CHARITABLE PURPOSES 20000 EQUAL JUSTICE INITIATIVE 122 COMMERICE STREET MONTGOMERY AL 36104 NONE PC GENERAL CHARITABLE PURPOSES 20000 FARMS WORK WONDERS 28813 SR 55 WARDENSVILLE WV 26851 NONE PC GENERAL CHARITABLE PURPOSES 5000 FELLOWSHIP SQUARE 11260 ROGER BACON ST RESTON VA 20190 NONE PC GENERAL CHARITABLE PURPOSES 5000 FIRST NATIONS DEVELOPMENT INSTITUTE 2432 MAIN STREET 2ND FLOOR LONGMONT CO 80501 NONE PC GENERAL CHARITABLE PURPOSES 8000 FIRST STEP A RESPONSE TO DOMESTIC VIOLENCE 129 FRANKLIN STREET HARRISONBURG VA 22801 NONE PC GENERAL CHARITABLE PURPOSES 20000 FRACK TRACKER ALLIANCE 5400 US HIGHWAY 45 MATTOON IL 61938 NONE PC GENERAL CHARITABLE PURPOSES 8000 GABRIEL HOMES 11709 NEWBRIDGE CT RESTON VA 20191 NONE PC GENERAL CHARITABLE PURPOSES 8000 GUIDESTAR USA INC 4801 COURTHOUSE ST SUITE 220 WILLIAMSBURG VA 23188 NONE PC GENERAL CHARITABLE PURPOSES 1000 HABITAT FOR HUMANITY VIRGINIA 4224 COX ROAD GLEN ALLEN VA 23060 NONE PC GENERAL CHARITABLE PURPOSES 5000 HAYMARKET REGIONAL FOOD PANTRY 7669 LIMESTONE DRIVE 105 GAINESVILLE VA 20155 NONE PC GENERAL CHARITABLE PURPOSES 12000 HEART AND SOUL FITNESS 9493-C SILVER KING CT FAIRFAX VA 22031 NONE PC GENERAL CHARITABLE PURPOSES 2500 HOLMES COMMUNITY COLLEGE PO BOX 527 GOODMAN MS 39079 NONE PC GENERAL CHARITABLE PURPOSES 10000 HOMES FOR OUR TROOPS 6 MAIN STREET TAUNTON MA 02780 NONE PC GENERAL CHARITABLE PURPOSES 4000 HOMESTRETCH 303 S MAPLE AVE FALLS CHURCH VA 22046 NONE PC GENERAL CHARITABLE PURPOSES 8000 HOUSE OF GINO 4500 WEST OX ROAD FARIFAX VA 22030 NONE PC GENERAL CHARITABLE PURPOSES 5000 HOUSE OF MERCY 8170 FLANNERCY COURT MANASSAS VA 20109 NONE PC GENERAL CHARITABLE PURPOSES 15000 INSIDE CLIMATE NEWS 26 COURT ST SUITE 1617 BROOKLYN NY 11242 NONE PC GENERAL CHARITABLE PURPOSES 2000 INSIGHT MEMORY CARE CENTER 3953 PENDER DR FAIRFAX VA 22030 NONE PC GENERAL CHARITABLE PURPOSES 5000 JAMES MADISON UNIVERSITY LEEOLOU ALUMNI CENTER HARRISONBURG VA 22807 NONE PC GENERAL CHARITABLE PURPOSES 10000 JILL'S HOUSE 9011 LEESBURG PIKE VIENNA VA 22182 NONE PC GENERAL CHARITABLE PURPOSES 5000 KOVAR 16933 FOUR SEASONS DR MONTCLAIR VA 22025 NONE PC GENERAL CHARITABLE PURPOSES 5000 LEAGUE OF CONSERVATION VOTERS EDUCATION FUND 740 15TH STREET NW 7TH FLOOR WASHINGTON DC 20005 NONE PC GENERAL CHARITABLE PURPOSES 5000 LEGAL AID SOCIETY OF THE DISTRICT OF COLUMBIA 1331 H ST NW WASHINGTON DC 20005 NONE PC GENERAL CHARITABLE PURPOSES 5000 LOST RIVER TRAILS COALITION INC 321 PARK DRIVE MATHIAS WV 26812 NONE PC GENERAL CHARITABLE PURPOSES 5000 MARIAN HOMES PO BOX 7003 FAIRFAX VA 22039 NONE PC GENERAL CHARITABLE PURPOSES 5000 MARYLAND COMMUNITY COLLEGE SYSTEM 60 WEST STREET STE 200 ANNAPOLIS MD 21401 NONE PC GENERAL CHARITABLE PURPOSES 60000 MEDICAL MISSIONARIES 9590 SURVEYOR COURT MANASSAS VA 20110 NONE PC GENERAL CHARITABLE PURPOSES 20000 MISSION LIFE CENTER 10721 MAIN STREET SUITE 1200 FAIRFAX VA 22030 NONE PC GENERAL CHARITABLE PURPOSES 15000 MOTHER OF MERCY FREE CLINIC 9380 FORESTWOOD LANE UNIT B MANASSAS VA 20110 NONE PC GENERAL CHARITABLE PURPOSES 12000 NARAL PRO-CHOICE AMERICA FOUNDATION 1725 I STREET NW SUITE 900 WASHINGTON DC 20006 NONE PC GENERAL CHARITABLE PURPOSES 4000 NATIONAL PUBLIC RADIO 1111 NORTH CAPITOL STREET NE WASHINGTON DC 20002 NONE PC GENERAL CHARITABLE PURPOSES 6000 NATIONAL WOMENS LAW CENTER 11 DUPONT CIR NW 800 WASHINGTON DC 20036 NONE PC GENERAL CHARITABLE PURPOSES 6000 NORTHERN VIRGINIA FAMILY SERVICES 10455 WHITE GRANITE DRIVE OAKTON VA 22124 NONE PC GENERAL CHARITABLE PURPOSES 25000 OCEAN CONSERVANCY 1300 19TH ST NW 8TH FLOOR WASHINGTON DC 20036 NONE PC GENERAL CHARITABLE PURPOSES 10000 PIEDMONT ENVIRONMENTAL COUNCIL 45 HORNER ST WARRENTON VA 20186 NONE PC GENERAL CHARITABLE PURPOSES 5000 PLANNED PARENTHOOD 1225 4TH STREET NE WASHINGTON DC 20002 NONE PC GENERAL CHARITABLE PURPOSES 13000 POTOMAC CONSERVANCY 962 WAYNE AVE SILVER SPRING MD 20910 NONE PC GENERAL CHARITABLE PURPOSES 2000 PRO PUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK NY 10013 NONE PC GENERAL CHARITBLE PURPOSES 8000 REMOTE AREA MEDICAL CLINIC 2200 STOCK CREEK BLVD ROCKFORD TN 37853 NONE PC GENERAL CHARITABLE PURPOSES 15000 SAFE SPOT CHILDREN'S ADVOCACY OF FAIRFAX COUNTY PO BOX 148 FAIRFAX VA 22038 NONE PC GENERAL CHARITABLE PURPOSES 5000 SE AK INDIGENOUS TRANSBOUNDRY COMMISSION PO BOX 1795 SITKA AK 99835 NONE PC GENERAL CHARITABLE PURPOSES 3000 SERVE INC 15 UPTON LANE STAFFORD VA 22554 NONE PC GENERAL CHARITABLE PURPOSES 10000 SHELTERBOX USA 8374 MARKET STREET 203 LAKEWOOD RANCH FL 34202 NONE PC GENERAL CHARITABLE PURPOSES 25000 SOUTH EAST ALASKA CONSERVATION COUNCIL 2207 JORDAN AVE JUNEAU AK 99801 NONE PC GENERAL CHARITABLE PURPOSES 5000 SOUTH EAST LOUISIANA LEGAL SERVICES 715 ST FERDINAND ST BATON ROUGE LA 70802 NONE PC GENERAL CHARITABLE PURPOSES 5000 SOUTHERN ENVIRONMENTAL LAW CENTER 201 WEST MAIN ST SUITE 14 CHARLOTTESVILLE VA 22902 NONE PC GENERAL CHARITABLE PURPOSES 5000 ST LUCY PROJECT 8428 KAO CIRCLE MANASSAS VA 20110 NONE PC GENERAL CHARITABLE PURPOSES 8000 THE ARC OF NORTHERN VA 2755 HARTLAND ROAD 200 FALLS CHURCH VA 22043 NONE PC GENERAL CHARITABLE PURPOSES 12000 THE EASTERN WEST VIRGINIA COMMUNITY FOUNDATION 229 E MARTIN ST MARTINSBURG WV 25401 NONE PC GENERAL CHARITABLE PURPOSES 10000 THE HAVEN 112 WEST MARKET STREET CHARLOTTESVILLE VA 22902 NONE PC GENERAL CHARITABLE PURPOSES 1000 THE MARSHALL PROJECT 156 WEST 56TH STREET STE 701 NEW YORK NY 10019 NONE PC GENERAL CHARITABLE PURPOSES 5000 THOMAS JEFFERSON AREA COALITION FOR HOMELESSNESS 112 WEST MARKET STREET CHARLOTTESVILLE VA 22902 NONE PC GENERAL CHARITABLE PURPOSES 5000 VIENNA WOMEN'S CENTER 133 PARK STREET SE VIENNA VA 22180 NONE PC GENERAL CHARITABLE PURPOSES 10000 VIRGINIA ENVIRONMENTAL JUSTICE COLLABORATIVE 4809 OLD WARWICK RD RICHMOND VA 23224 NONE PC GENERAL CHARITABLE PURPOSES 5000 VIRGINIA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION 300 ARBORETUM PLACE SUITE 200 RICHMOND VA 23236 NONE PC GENERAL CHARITABLE PURPOSES 125000 WATER MISSION PO BOX NORTH CHARLESTON SC 29415 NONE PC GENERAL CHARITABLE PURPOSES 8000 WATERORG 920 MAIN STREET SUITE 1800 KANSAS CITY MO 64105 NONE PC GENERAL CHARITABLE PURPOSES 5000 WE OFF THE COUCH 714 FREEMAN RD RICHMOND VA 23221 NONE PC GENERAL CHARITABLE PURPOSES 5000 WV CITIZEN ACTION EDUCTION FUND 1500 DIXIE ST CHARLESTOWN WV 25311 NONE PC GENERAL CHARITABLE PURPOSES 5000 TREES FOR THE FUTURE 10770 CLOUMBIA PIKE SILVER SPRING MD 20901 NONE PC GENERAL CHARITABLE PURPOSES 5000 RAINFOREST ALLIANCE 1101 14TH ST NW WASHINGTON DC 20005 NONE PC GENERAL CHARITABLE PURPOSES 10000 EARTHJUSTICE 1001 G ST NW WASHINGTON DC 20001 NONE PC GENERAL CHARITABLE PURPOSES 7000 APPALACHIAN VOICES 589 W KING ST BOONE NC 28607 NONE PC GENERAL CHARITABLE PURPOSES 10000 VOICES FOR CHILDREN FOUNDATION 601 MW 1ST CT MIAMI FL 33136 NONE PC GENERAL CHARITABLE PURPOSES 10000 SHRIVER CENTER FOR POVERTY LAW 67 E MADISON ST CHICAGO IL 60603 NONE PC GENERAL CHARITABLE PURPOSES 7000 NAMI VIRGINIA W AUBRUN AVE RICHMOND VA 23227 NONE PC GENERAL CHARITABLE PURPOSES 10000 WHEELS FOR WELLNESS 301 N CAMERON ST WINCHESTER VA 22601 NONE PC GENERAL CHARITABLE PURPOSES 10000 ROADRUNNER FOOD BANK 5840 OFFICE BLVD ALBUQUERQUE NM 87109 NONE PC GENERAL CHARITABLE PURPOSES 10000 NEW RIVER VALLEY SENIOR SERVICES 44 3RD ST NW PULASKI VA 24301 NONE PC GENERAL CHARITABLE PURPOSES 10000 KIVA 986 MISSION ST SAN FRANCISCO CA 94103 NONE PC GENERAL CHARITABLE PURPOSES 3000 CARE FOR ALS INC 1300 WILSON BLVD ARLINGTON VA 22209 NONE PC GENERAL CHARITABLE PURPOSES 5000 VIRGINIA ASSOC FCCLA 13241 WOODLAND PARK RD HERNDON VA 20171 NONE PC GENERAL CHARITABLE PURPOSES 5000 1075000 0 14 52087 14 656601 14 30779 18 -148408 0 591059 0 591059 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES - 990-PF PREPARATION 8960 0 8960 CO-TRUSTEE HOURS DEVOTED TO POSITION FORM 990-PF IN ADDITION TO THE AVERAGE HOURS PER WEEK DEVOTED TO THE CO-TRUSTEE POSITIIONS REFLECTED ON FORM 990-PF, PART VIII, LINE 1(B), EACH CO-TRUSTREE SPENDS SIGNIFICANT TIME, AS NEEDED, REVIEWING AND MODIFYING INVESTMENTS, MONTHLY MEETINGS, AND RESEARCHING AND DECIDING UPON QUALIFIED DONEES. AMAZON COM INC 109901 2319000 APPLE INC 101354 2358944 SPDR GOLD TRUST 565216 688032 VANGUARD FTSE EMR MKT ETF 54890 43760 VANGUARD INF TECH ETF 376365 1614452 VANGUARD VALUE ETF 2541450 2887380 VANGUARD TOTAL STK MKT ETF 3169265 3878895 AHT ASSOCIATES, LLC AT COST 45246 45246 POWERSHARES DB AGRICULTURE AT COST 377487 436444 ISHARES S&P GSCI AT COST 790881 840748 SPDR GOLD SHARES ETF AT COST 945580 1673208 VANGUARD FTSE ALL WORLD AT COST 3356885 4094362 VANGUARD FTSE EMERGING AT COST 786688 946310 VANGUARD GLBAL EX US AT COST 301621 206136 VANGUARD REAL ESTATE AT COST 466936 556836 INVESTMENT EXPENSE FROM PASSTHROUGHS 10200 10200 0 INVESTMENT FEES 22896 22896 0 LOAN INTEREST EXPENSE 3306 3306 0 INTEREST EXPENSE 1088 0 0 OTHER EXPENSE 46463 46463 0 PENALTIES 1557 0 0 OTHER INCOME 28072 28072 28072 OTHER INCOME FROM PASSTHROUGH 2707 2707 2707 FOREIGN TAXES PAID 13731 13731 0 FEDERAL/STATE INCOME TAX 32710 0 0