2024-09-16T08:24:18-05:00 2023-12-31 571157523 APRIO LLP 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990PF 2023-01-01 862070955 DANIEL NEAL & HELLER AN SHAPIRO FAMILY FOUNDATION INC DANI 2022562374 8808 CLIFFORD AVENUE CHEVY CHASE MD 20815 HELLER AN SHAPIRO PRESIDENT 2022562374 2024-08-01 1 0 LISA BLACKMORE P01355059 3012316200 2024-08-01 2023 2024-08-08 14:25:15Z X 57572 X 5000 152 152 1330 1330 -6148 40399 0 334 1482 0 0 0 2705 0 2705 332 332 0 416 6 0 383 0 0 3836 338 2705 35000 35000 38836 338 37705 -38502 1144 13826 6219 6219 1700 6000 5931 5921 73740 44614 45432 95266 56764 57572 0 0 X 0 0 0 0 95266 56764 95266 56764 95266 56764 95266 -38502 0 56764 0 56764 PUBLICLY TRADED SECURITIES 11911 12696 -785 -785 PUBLICLY TRADED SECURITIES 28242 33851 -5609 -5609 CAPITAL GAINS DIVIDENDS P 246 246 246 -6148 16 0 16 0 16 281 0 0 0 281 0 265 265 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A DANIEL NEAL 2022562374 8808 CLIFFORD AVE CHEVY CHASE MD 20815 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 HELLER AN SHAPIRO 8808 CLIFFORD AVENUE CHEVY CHASE MD 20815 PRESIDENT AND BOARD CHAIR 1.00 0 0 0 DANIEL J W NEAL 8808 CLIFFORD AVENUE CHEVY CHASE MD 20815 SECRETARY AND TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 53068 11758 0 64826 0 0 64826 972 63854 3193 3193 16 16 3177 0 3177 0 3177 37705 0 37705 3177 4169 0 0 37705 4169 0 0 3177 30359 0 0 30359 0 0 0 0 0 0 0 30359 30359 HELLER AN SHAPIRO DANIEL J W NEAL X KIDSAVE INTERNATIONAL INC 100 CORPORATE POINTE STE 380 CULVER CITY CA 90230 NONE 501(C)(3) UNRESTRICTED 10000 VASSAR COLLEGE 124 RAYMOND AVE BOX 12 POUGHKEEPSIE NY 12604 NONE 501(C)(3) SUPPORT OF THE VASSAR FUND 10000 UNIVERSITY OF ROCHESTER PO BOX 278893 ROCHESTER NY 146278893 NONE 501(C)(3) EAST HIGH EDUCATIONAL PARTNERSHIP 10000 THE CULTURAL ACADEMY FOR EXCELLENCE 11305 CHANTILLY LANE MITCHELLVILLE MD 20721 NONE 501(C)(3) UNRESTRICTED 5000 35000 0 14 152 14 1330 18 -6148 0 -4666 0 -4666 0 0 0 0 0 0 0 0 0 0 X X 1 DANIEL NEAL AND HELLER AN SHAPIRO 8808 CLIFFORD AVENUE CHEVY CHASE MD 20815 5000 X ACCOUNTING FEES 2705 0 2705 PORTFOLIO - FIXED INCOME 5931 5921 PORTFOLIO - EQUITY AT COST 43267 44172 PORTFOLIO - REAL ASSETS AT COST 1347 1260 OTHER MISCELLANEOUS EXPENSES 358 0 0 PENALTIES & INTEREST 25 0 0 INVESTMENT FEES 332 332 0 FOREIGN TAXES 6 6 0 EXCISE TAX 410 0 0