The Neely Family Foundation

Charlottesville, VA
Tax-exempt since April 1997
EIN: 13-3932914

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Category: Employment, Job-Related / Goodwill Industries (NTEE)

Donations to this organization are tax deductible.

Revenue

$97.7k (2023)

Expenses

$81.7k (2023)

Total Assets

$1.31M (2023)

Total Liabilities

$0 (2023)

Years with missing data

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$97,703

Expenses

$81,720

Net Income

$15,983

Net Assets

$1,310,948

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$43,382	44.4%
Sales of Assets	$54,321	55.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$71,000	86.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,310,948
Total Liabilities	$0
Net Assets	$1,310,948

Compensation

Key Employees and Officers	Compensation	Other
Susan C Neely (Trustee)	$0	$0

990-PF

Filed on May 9, 2024

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$199,292

Expenses

$68,293

Net Income

$130,999

Net Assets

$1,294,965

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30	0.0%
Interest Revenue	$0
Dividends	$39,595	19.9%
Sales of Assets	$159,667	80.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	80.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,294,965
Total Liabilities	$0
Net Assets	$1,294,965

Compensation

Key Employees and Officers	Compensation	Other
Susan C Neely (Trustee)	$0	$0

990-PF

Filed on April 24, 2023

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2021

Revenue

$210,303

Expenses

$120,539

Net Income

$89,764

Net Assets

$1,163,966

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30	0.0%
Interest Revenue	$0
Dividends	$38,194	18.2%
Sales of Assets	$172,079	81.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$111,000	92.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,163,966
Total Liabilities	$0
Net Assets	$1,163,966

Compensation

Key Employees and Officers	Compensation	Other
Susan C Neely (Trustee)	$0	$0

990-PF

Filed on May 4, 2022

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$65,379

Expenses

$74,821

Net Income

-$9,442

Net Assets

$1,074,201

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$30	0.0%
Interest Revenue	$0
Dividends	$26,196	40.1%
Sales of Assets	$39,153	59.9%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$67,000	89.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,074,202
Total Liabilities	$1
Net Assets	$1,074,201

Compensation

Key Employees and Officers	Compensation	Other
Susan C Neely (Trustee)	$0	$0

990-PF

Filed on April 27, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$89,432

Expenses

$82,312

Net Income

$7,120

Net Assets

$1,082,143

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$29,472	33.0%
Sales of Assets	$59,960	67.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$72,000	87.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,082,144
Total Liabilities	$1
Net Assets	$1,082,143

Compensation

Key Employees and Officers	Compensation	Other
Susan C Neely (Trustee)	$0	$0

990-PF

Filed on April 29, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2018

Revenue

$89,887

Expenses

$50,528

Net Income

$39,359

Net Assets

$1,074,563

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,805	29.8%
Sales of Assets	$63,082	70.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,000	83.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,074,563
Total Liabilities	$0
Net Assets	$1,074,563

Compensation

Key Employees and Officers	Compensation	Other
Susan C Neely (Trustee)	$0	$0

990-PF

Filed on May 3, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2017

Revenue

$88,225

Expenses

$91,788

Net Income

-$3,563

Net Assets

$1,035,204

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$28,938	32.8%
Sales of Assets	$59,287	67.2%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,500	88.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,035,204
Total Liabilities	$0
Net Assets	$1,035,204

Compensation

Key Employees and Officers	Compensation	Other
Susan C Neely (Trustee)	$0	$0

990-PF

Filed on Feb. 23, 2018

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2016

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2015

Revenue

$56,835

Expenses

$51,476

Net Income

$5,359

Net Assets

$1,044,636

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$22,727	40.0%
Sales of Assets	$34,108	60.0%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$42,500	82.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,044,636
Total Liabilities	$0
Net Assets	$1,044,636

Compensation

Key Employees and Officers	Compensation	Other
John S Chalsty (Dist. Committee)	$0	$0
Jennifer A Chalsty (Dist. Committee)	$0	$0
Susan C Neely (Dist. Committee)	$0	$0
Deborah A Chalsty (Dist. Committee)	$0	$0

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990-PF

Filed on May 5, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2014

Revenue

$154,121

Expenses

$52,276

Net Income

$101,845

Net Assets

$1,039,277

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,440	15.2%
Sales of Assets	$130,681	84.8%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$43,000	82.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,039,277
Total Liabilities	$0
Net Assets	$1,039,277

Compensation

Key Employees and Officers	Compensation	Other
John S Chalsty (Dist. Committee)	$0	$0
Jennifer A Chalsty (Dist. Committee)	$0	$0
Susan C Neely (Dist. Committee)	$0	$0
Deborah A Chalsty (Dist. Committee)	$0	$0

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990-PF

Filed on May 4, 2015

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2013

Revenue

$68,713

Expenses

$45,616

Net Income

$23,097

Net Assets

$937,432

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$26,397	38.4%
Sales of Assets	$42,316	61.6%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$38,000	83.3%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$937,432
Total Liabilities	$0
Net Assets	$937,432

Compensation

Key Employees and Officers	Compensation	Other
John S Chalsty (Dist. Committee)	$0	$0
Jennifer A Chalsty (Dist. Committee)	$0	$0
Susan C Neely (Dist. Committee)	$0	$0
Deborah A Chalsty (Dist. Committee)	$0	$0

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990-PF

Filed on March 13, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

Fiscal Year Ending Dec.
2012

Revenue

$49,051

Expenses

$36,647

Net Income

$12,404

Net Assets

$914,334

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$24,284	49.5%
Sales of Assets	$24,767	50.5%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$28,000	76.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$914,335
Total Liabilities	$1
Net Assets	$914,334

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$66,475

Expenses

$37,991

Net Income

$28,484

Net Assets

$901,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$23,896	35.9%
Sales of Assets	$42,579	64.1%
Other Income	$0

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$30,000	79.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$901,931
Total Liabilities	$1
Net Assets	$901,930

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

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The Neely Family Foundation

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $97.7k (2023)

Expenses $81.7k (2023)

Total Assets $1.31M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2016

No Extracted Financial Data

Document Links

990-PF

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

Fiscal Year Ending Dec. 2011

Extracted Financial Data

Revenue

$97.7k (2023)

Expenses

$81.7k (2023)

Total Assets

$1.31M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

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2010

Fiscal Year Ending Dec.
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