2025-08-01T13:46:06-05:00 2024-12-31 540618213 HANTZMON WIEBEL LLP PO BOX 1408 CHARLOTTESVILLE VA 22902 990PF 2024-01-01 473693193 ADIUVANS FOUNDATION ADIU 4349949736 2711 LIBERTY HALL LANE CHARLOTTESVILLE VA 22901 C GREY MCLEAN DIRECTOR 4349949736 2025-07-03 1 0 JOSH REIFEL P01851713 4342962156 2024 2025-03-06 01:10:19Z X 10494945 X X 5482 5482 405244 405244 337091 2567815 337091 747817 747817 40231 0 40231 20280 0 20280 10900 0 10900 13500 0 13500 42531 42531 0 9904 0 0 9961 505 9366 147307 43036 94277 448000 448000 595307 43036 542277 152510 704781 317014 299691 299691 1684941 1326247 1865692 400000 388239 297400 7392765 7998153 8032162 9794720 10012330 10494945 0 0 X 0 0 0 0 9794720 10012330 9794720 10012330 9794720 10012330 9794720 152510 65100 10012330 0 10012330 PUBLICLY TRADED SECURITIES P 2543876 2230724 313152 313152 CAPITAL GAINS DIVIDENDS P 23939 23939 23939 337091 9796 0 9796 0 9796 6676 0 15000 0 21676 X 104 11776 11776 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 HTTP://WWW.ADIUVANS.ORG THE FOUNDATION 4349949736 2711 LIBERTY HALL LANE CHARLOTTESVILLE VA 22901 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHRISTOPHER GREY MCLEAN 2340 HOMESTEAD FARM ROAD FREE UNION VA 22940 DIRECTOR 1.00 40231 0 0 SARAH R MCLEAN 2340 HOMESTEAD FARM ROAD FREE UNION VA 22940 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 THE ORGANIZATION HAS NO DIRECT CHARITABLE ACTIVITIES 0 THE ORGANIZATION HAS NO PROGRAM-RELATED INVESTMENTS 0 0 10226936 217828 0 10444764 0 0 10444764 156671 10288093 514405 514405 9796 9796 504609 0 504609 0 504609 542277 0 542277 504609 0 0 19484 837164 383072 1239720 542277 0 0 0 504609 37668 0 0 1277388 0 0 0 0 0 0 0 1277388 19484 837164 383072 37668 CHRISTOPHER GREY MCLEAN X APPALACHIAN VOICES 812 E HIGH STREET CHARLOTTESVILLE VA 22902 PC GENERAL PURPOSE OF THE DONEE 45000 CERES 99 CHAUNCY ST 6TH FLOOR BOSTON MA 02111 PC CLIMATE CHANGE IMPLEMENTATION 45000 MOTHERS OUT FRONT PO BOX 55071 23686 BOSTON MA 02205 PC GENERAL PURPOSE OF THE DONEE 45000 PHA BLACK MOTHERS BLOOMING 682 BERKMAR CIR CHARLOTTESVILLE VA 22901 PC GENERAL PURPOSE OF THEW DONEE 143000 READYKIDS 1000 E HIGH STREET CHARLOTTESVILLE VA 22902 PC READYSTEPS PROGRAM EXPANSION 50000 SOLAR UNITED NEIGHBORS 1350 CONNECTICUT AVE NW STE 412 WASHINGTON DC 20036 PC GENERAL PURPOSE OF THE DONEE 45000 VIRGINIA ENERGY EFFICIENCY COUNCIL 313 E BROAD ST SUITE 221 RICHMOND VA 23220 PC GENERAL PURPOSE OF THE DONEE 75000 448000 0 14 5482 14 405244 18 337091 0 747817 0 747817 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 13500 0 13500 GUGGENHEIM ACTIVE 388239 297400 BROOKFIELD ASSET MGMT 30277 84624 BROOKFIELD ASSET MGMT 7404 21188 FRANCO NEV CORP 32061 38217 FREEPORT-MCMORAN INC 38401 39527 NEWMONT CORPORATION 37062 23821 ROYAL GOLD INC 44098 80560 WHEATON PRECIOUS METALS 39669 82392 ABBOTT LABS CURRENT YIELD 2.086% 31290 34272 ACCENTURE PLC SHS CURRENT YIELD 1.682% 13647 39400 ACUITY BRANDS INC CURRENT YIELD 0.205% 8597 34763 ALPHABET INC SHS CL C 8568 41897 APPLE INC CURRENT YIELD 0.399% 3310 33055 BADGER METER INCORP CURRENT YIELD 0.641% 3286 21000 BIOGEN INC 12163 10093 CENTRAL JAPAN RAILWAY AD CURRENT YIELD 0.727% 6350 5479 CIGNA GROUP/THE CURRENT YIELD 2.702% 9599 10493 CISCO SYSTEMS INC COM CURRENT YIELD 2.702% 32258 40670 COGNIZANT TECH SOLUTNS A CURRENT YIELD 1.560% 24538 30529 CUMMINS INC COM CURRENT YIELD 2.088% 1746 5229 DAIWA HOUSE IND LTD ADR CURRENT YIELD 2.247 25474 32235 DR . REDDY'S LAB LTD ADR CURRENT YIELD 0.506% 27802 33159 EMBECTA CORP REG SHS CURRENT YIELD 2.905% 30 21 HARTFORD FINL SVCS GROUP CURRENT YIELD 1.901% 23138 37196 HENDERSON LD SPSD ADR CURRENT YIELD 6.678% 9945 10360 HERSHEY COMPANY CURRENT YIELD 3.235% 39298 31330 INDUSTRIA DE DISENO TEXTIL INDITEX SA SH CURRENT 13190 31785 INFOSYS TECH LTD ADR CURRENT YIELD 1.888% 5120 14993 INTL BUSINESS MACHINES 11677 15608 KEURIG DR PEPPER INC CURRENT YIELD 2..864 815 2024 KONINKLIJKE AHOLD DELHAIZE NV SP ADR CURRENT 21668 31645 KROGER CO CURRENT YIELD 2.093% 18647 29658 LI AUTO INC SHS CL A ADR 21546 22814 MASTERCARD INC CURRENT YIELD .577% 36228 38966 MERCK AND CO INC SHS CURRENT YIELD 3.256% 29156 35813 META PLATFORMS INC CLASS A COMMON STOCK 26755 32789 MICROSOFT CORP 25238 92309 NOVARTIS ADR CURRENT YIELD 3.253 31187 34740 NVIDIA CURRENT YIELD 0.029% 12793 34378 ONO PHARMACEUTICAL CO LTD SHS CURRENT YIELD 3.304 43319 30819 ORMAT TECH INC CURRENT YIELD 0.708% 20819 22822 SANOFI ADR CURRENT YIELD 3.064% 33519 33472 SAP SE SHS 17261 40378 SK TELECOM CO LTD CURRENT YIELD 5.423% 7 21 SUN HG KAI PPTY SPSD ADR CURRENT YIELD 4.626% 29442 25943 SWIRE PAC LTD SPSD ADR A CURRENT YIELD 4.122% 26198 30899 SWISSCOM AG ADR CURRENT YIELD 2.777% 26547 31374 TELEFONICA BRASIL SA SHS 25531 23677 TURKCELL ILETISIM ADR CURRENT YIELD 2.350% 18883 19315 UNITEDHEALTH GROUP INC CURRENT YIELD 1.660% 1018 1012 VISA INC CL A SHRS CURRENT YIELD 0.746% 32904 46774 W W GRAINGER INCORP CURRENT YIELD 0.778% 11579 16865 WALMART INC CURRENT YIELD 0.918% 23611 52222 WIPRO LIMITED SPON ADR CURRENT YIELD 0.299% 4336 8475 WOORI FINL GROUP INC. SHS ADR CURRENT YIELD 17 31 3I GROUP PLC SHS CURRENT YIELD 1.544% 6883 7910 ABBVIE INC SHS CURRENT YIELD 3.691% 13540 13683 ADOBE INC 6217 6226 AT&T INC. CURRENT YIELD 4.874% 12192 12136 BERKELEY (THE) GROUP 19038 19192 BEST BUY CO INC. 8082 7894 DASSAULT SYS SA SPN ADR 7195 7164 FIRST SOLAR INC 17810 17448 HONDA MOTOR ADR NEW 32 29 JUNIPER NETWORKS INC 17314 17564 KB HOMES 11878 9464 MEDTRONIC PLC SHS 29199 28917 NIPPON TELG&TEL 32187 32108 SHIONOGI AND CO LTD SHS 23442 23357 T-MOBILE US INC SHS 7008 8608 XYLEM INC SHS 35208 30861 EATON VANCE FLOATING RATE AT COST 185771 177786 GLOBAL X URANIUM ETF AT COST 113845 136632 ISHARES U.S. REAL ESTATE AT COST 70157 83475 ISHARES ESG AT COST 183401 196667 PIMCO INCOME FUND CL I2 AT COST 398996 350757 REAL ESTATE SELECT AT COST 47985 45957 SPDR BLOOMBERG CONV AT COST 109163 144875 TCW EMERGING AT COST 402344 312374 VANGUARD SMALL CAP VALUE AT COST 53915 62625 VANGUARD GLBL EX-US REAL AT COST 222532 183321 ANGEL OAK MULTI STRATEGY AT COST 150000 116712 CCM COMMUNITY IMPACT AT COST 674704 598212 GUGGENHEIM ACTIVE AT COST 97936 104090 GUGGENHEIM LIMITED AT COST 523785 537692 ISHARES IBONDS DEC 2026 AT COST 299882 305208 ISHARES IBONDS DEC 2025 AT COST 299880 306487 LORD ABBETT SHORT AT COST 432000 394407 SPDR GOLD TRUST AT COST 439465 605325 SPDR PORTFOLIO SHORT TER AT COST 605374 613623 VIRTUS DIVID INT AT COST 361370 411738 WISDOMTREE FLOATING RATE AT COST 796777 796717 GLOBAL X FUNDS SHS US AT COST 37404 39036 SPDR S AND P EMERGING AT COST 38367 40148 IBONDS DEC 2029 TERM AT COST 400226 401850 IBONDS DEC 2030 TERM AT COST 229926 230688 IBONDS DEC 2028 TERM AT COST 400191 402011 IBONDS DEC 2027 TERM AT COST 400180 404085 ALSTOM SA-UNSPONADR AT COST 22577 29664 ADVISORY FEES 10900 0 10900 STATE CORPORATION COMMISSION 130 0 130 DUES AND MEMBERSHIPS 6000 0 6000 SOFTWARE 2982 0 2892 BANK FEES 505 505 0 ADVERTISING 344 0 344 BOOK/TAX REPORTING DIFFERENCES 65100 MERRILL LYNCH-3172 10694 10694 0 MERRILL LYNCH-3173 22703 22703 0 MERRILL LYNCH-3174 8834 8834 0 MERRILL LYNCH-3183 150 150 0 MERRILL LYNCH-2766 150 150 0 FOREIGN INCOME TAX WITHHELD 5275 0 0 PAYROLL TAXES 4629 0 0