PROGRESS FAMILY CHARITABLE FOUNDATION INC: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization: PROGRESS FAMILY CHARITABLE FOUNDATION INC (EIN 27-5427739)
Tax period: 2025-01-01 to 2025-12-31
Filed: 2026-07-14
IRS object ID: 202621959349100612
Schema version: 2025v4.1
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Schedule B
Accounting Fees Schedule
Expln Of Non Filing With AG Stmt
Investments Corp Stock Schedule
Other Decreases Schedule
Other Professional Fees Schedule
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-14T11:27:44-05:00	ReturnTs
Tax Period End	2025-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	521268363	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	DRAPER & MCGINLEY PA	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	365 W PATRICK ST	AddressLine1Txt
City	FREDERICK	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	21701	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2025-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	275427739	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE PROGRESS FAMILY FOUNDATION INC	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	PROG	BusinessNameControlTxt
Phone	4106853030	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1 TANEY AVE	AddressLine1Txt
City	ANNAPOLIS	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	214012711	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	WILLIAM BURGY	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	4106853030	PhoneNum
Signature	2026-06-09	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	MICHAEL MCGINLEY	PreparerPersonNm
PTIN	P00227772	PTIN
Phone	3016947411	PhoneNum

Field	Value	IRS element (for citing)
Tax	2025	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$294,043	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Contri Rcvd Rev And Expnss	$205,285	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$62	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$62	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$1,874	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$1,874	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$158,286	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$299,990	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$158,286	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$365,507	TotalRevAndExpnssAmt
Total Net Invst Incm	$160,222	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$3,565	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$1,188	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$0	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$972	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$972	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$2	TaxesRevAndExpnssAmt
Taxes Net Invst Incm	$2	TaxesNetInvstIncmAmt
Taxes Dsbrs Chrtbl	$0	TaxesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$4,539	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$2,162	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$237,500	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$237,500	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$242,039	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$2,162	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$237,500	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	$123,468	ExcessRevenueOverExpensesAmt
Net Investment Income	$158,060	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$45,341	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$26,842	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$26,842	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$102,044	CorporateStockBOYAmt
Corporate Stock EOY	$97,233	CorporateStockEOYAmt
Corporate Stock EOYFMV	$267,201	CorporateStockEOYFMVAmt
Total Assets BOY	$147,385	TotalAssetsBOYAmt
Total Assets EOY	$124,075	TotalAssetsEOYAmt
Total Assets EOYFMV	$294,043	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$0	CapitalStockBOYAmt
Capital Stock EOY	$0	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$147,385	RetainedEarningBOYAmt
Retained Earning EOY	$124,075	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$147,385	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$124,075	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$147,385	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$124,075	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$147,385	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	$123,468	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$270,853	SubtotalAmt
Other Decreases	$146,778	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$124,075	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (6 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt	AcquiredAcquiredDt	SoldSoldDt
MERRILL LYNCH 04003 COVERED	P	$38,270	$37,767	$503	$503
BLACKROCK LIQUIDITY	P	$12	$12	$0	$0	2025-07-08	2025-10-02
MERRILL LYNCH 04003 COVERED	P	$261,580	$103,808	$157,772	$157,772
BLACKROCK LIQUIDITY	P	$117	$117	$0	$0	2024-02-13
MERRILL LYNCH 04003 WASH SALE	P	$5		$5	$5
CAPITAL GAINS DIVIDENDS	P	$6		$6	$6

Field	Value	IRS element (for citing)
Capital Gain Net Income	$158,286	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$2,197	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$2,197	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$2,197	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$3,293	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$1,507	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$4,800	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,603	OverpaymentAmt
Applied To ES Tax	$2,603	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (1)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Form990 PF Filed With Atty Gen	0	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt
Individual With Books	WILLIAM C BURGY	IndividualWithBooksNm
Phone	4106853030	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1 TANEY AVE	AddressLine1Txt
City	ANNAPOLIS	CityNm
State Abbreviation	MD	StateAbbreviationCd
ZIP	214012711	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	0	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
WILLIAM C BURGY
1 TANEY AVE	ANNAPOLIS	MD	21401	PRESIDENT, TREASURER	0.50	$0	$0	$0
JENNIFER C BURGY
1 TANEY AVE	ANNAPOLIS	MD	21401	SECRETARY	0.50	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$244,051	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$38,594	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$282,645	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$282,645	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$4,240	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$278,405	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$13,920	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$13,920	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$2,197	TaxBasedOnInvestmentIncomeAmt
Total Tax	$2,197	TotalTaxAmt
Distributable Before Adj	$11,723	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$11,723	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$11,723	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$237,500	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$237,500	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$11,723	DistributableAsAdjustedAmt
Undistributed Income PY	$0	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Excess Distribution Cyov Yr5	$548,575	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$380,708	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$422,078	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr2	$345,225	ExcessDistributionCyovYr2Amt
Excess Distribution Cyov Yr1	$122,648	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$1,819,234	TotalExcessDistributionCyovAmt
Qualifying Distributions	$237,500	QualifyingDistributionsAmt
Applied To Year1	$0	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$11,723	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$225,777	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$2,045,011	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$548,575	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$1,496,436	ExcessDistriCyovToNextYrAmt
Excess From Year4	$380,708	ExcessFromYear4Amt
Excess From Year3	$422,078	ExcessFromYear3Amt
Excess From Year2	$345,225	ExcessFromYear2Amt
Excess From Year1	$122,648	ExcessFromYear1Amt
Excess From Current Year	$225,777	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	WILLIAM C BURGY	ContributingManagerNm
Contributing Manager	JENNIFER C BURGY	ContributingManagerNm
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (43 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusCd	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMNESTY INTL
600 PENNSYLVANIA AVE SE	WASHINGTON	DC	20003	NONE	PC	SUPPORT MISSION	$10,000
BSO
1212 CATHEDRAL ST	BALTIMORE	MD	21201	NONE	PC	SUPPORT MISSION	$5,000
ANNE ARUNDEL CASA INC
8 CHURCH CIRCLE	ANNAPOLIS	MD	21401	NONE	PC	SUPPORT MISSION	$5,000
ANNE ARUNDEL CO FOOD BANK
120 MARBURY DR	CROWNSVILLE	MD	21032	NONE	PC	SUPPORT MISSION	$15,000
BRIGHTFOCUS FOUNDATION
22512 GATEWAY CTR DR	CLARKSBURG	MD	20871	NONE	PC	SUPPORT MISSION	$10,000
EARTHJUSTICE
50 CALIFORNIA ST	SAN FRANCISCO	CA	94111	NONE	PC	SUPPORT MISSION	$10,000
FEED THE CHILDREN
333 N MERIDIAN	OKLAHOMA CITY	OK	73107	NONE	PC	SUPPORT MISSION	$7,500
HOSPICE OF THE CHEASAPEAKE
90 RITCHIE HWY	PASADENA	MD	21122	NONE	PC	SUPPORT MISSION	$5,000
CONSUMER REPORTS
101 TRUMAN AVE	YONKERS	NY	10703	NONE	PC	SUPPORT MISSION	$1,000
FEEDING AMERICA
161 N CLARK ST	CHICAGO	IL	60601	NONE	PC	SUPPORT MISSION	$10,000
FRIENDS OF EASTPORT VFC
PO BOX 3332	ANNAPOLIS	MD	21403	NONE	PC	SUPPORT MISSION	$1,500
HAMMOND HARWOOD HOUSE
19 MD AVE	ANNAPOLIS	MD	21401	NONE	PC	SUPPORT MISSION	$500
KUKOLU
46-003 ALALOA ST	KANEOHE	HI	96744	NONE	PC	SUPPORT MISSION	$2,000
LOKAHI MUSIC
66-437 KAMEHAMEHA HWY	HALELWA	HI	96712	NONE	PC	SUPPORT MISSION	$4,500
LIGHT HOUSE INC
10 HUDSON ST	ANNAPOLIS	MD	21401	NONE	PC	SUPPORT MISSION	$5,000
MAUI HUMANE SOCIETY
1350 MEHAMEHA LOOP	PUUNENE	HI	96784	NONE	PC	SUPPORT MISSION	$5,000
OPERATION HOPE
191 PEACHTREE ST NE	ATLANTA	GA	30303	NONE	PC	SUPPORT MISSION	$5,000
PLANNED PARENTHOOD FEDERATION OF AM
123 WILLIAM ST	NEW YORK	NY	10038	NONE	PC	SUPPORT MISSION	$10,000
REHOBOTH BEACH VFC
219 REHOBOTH AVE	REHOBOTH	DE	19971	NONE	PC	SUPPORT MISSION	$1,500
NATIONAL PARK FOUNDATION
1500 K ST NW	WASHINGTON	DC	20005	NONE	PC	SUPPORT MISSION	$5,000
MEALS ON WHEELS OF CENTRAL AMERICA
515 S HAVEN ST	BALTIMORE	MD	21224	NONE	PC	SUPPORT MISSION	$10,000
NAMI MARYLAND
10632 LITTLE PATUXANT PKWY	COLUMBIA	MD	21044	NONE	PC	SUPPORT MISSION	$10,000
PLANNED PARENTHOOD OF MD
380 N HOWARD ST	BALTIMORE	MD	21201	NONE	PC	SUPPORT MISSION	$5,000
SEVERN RIVER ASSOCIATION
PO BOX 146	ANNAPOLIS	MD	21404	NONE	PC	SUPPORT MISSION	$10,000
T1 INTL
PO BOX 13344	PORTLAND	OR	97213	NONE	PC	SUPPORT MISSION	$1,000
THE USO
PO BOX 96860	WASHINGTON	DC	20077	NONE	PC	SUPPORT MISSION	$2,000
EVERYMIND
1000 TWINBROOK PKWY	ROCKVILLE	MD	20851	NONE	PC	SUPPORT MISSION	$2,500
LAST PRISONER PROJECT
1312 17TH ST	DENVER	CO	80202	NONE	PC	SUPPORT MISSION	$5,000
MUSIC CENTER FOUNDATION
135 NORTH GRAND AVE	LOS ANGELES	CA	90012	NONE	PC	SUPPORT MISSION	$1,000
MPOWER OPERATION HOPE
191 PEACHTREE ST NE	ATLANTA	GA	30303	NONE	PC	SUPPORT MISSION	$5,000
NATIONAL ALLIANCE TO END HOMELESSNESS
1518 K ST NW	WASHINGTON	DC	20005	NONE	PC	SUPPORT MISSION	$10,000
STELLA MARIS
2300 DULANEY VALLEY RD	TIMONIUM	MD	21093	NONE	PC	SUPPORT MISSION	$1,000
WOUNDED WARRIOR PROJECT
4899 BELFORT RD	JACKSONVILLE	FL	32256	NONE	PC	SUPPORT MISSION	$5,000
TAHIRIH JUSTICE CENTER
6400 ARLINGTON BLVD	FALLS CHURCH	VA	22042	NONE	PC	SUPPORT MISSION	$20,000
UNITED WAY OF CENTRAL MD
1800 WASHINGTON BLVD	BALTIMORE	MD	21230	NONE	PC	SUPPORT MISSION	$5,000
PENNSYLVANIA HORTICULTURE SOCIETY
PO BOX 909	GREENCASTLE	PA	17225	NONE	PC	SUPPORT MISSION	$1,000
MARYLAND SPCA
3300 FALLS RD	BALTIMORE	MD	21211	NONE	PC	SUPPORT MISSION	$2,500
MPT FOUNDATION
11767 OWINGS MILLS BLVD	OWINGS MILLS	MD	21117	NONE	PC	SUPPORT MISSION	$1,500
INDEPENDENT FIRE CO #2 OF ANNAPOLIS
620 TAYLOR AVE	ANNAPOLIS	MD	21404	NONE	PC	SUPPORT MISSION	$1,500
IMUA FAMILY SERVICES
161 S WAKE AVE	KAHULUI	HI	96732	NONE	PC	SUPPORT MISSION	$10,000
HOUSE OF RUTH MD
2201 ARGONNE DR	BALTIMORE	MD	21218	NONE	PC	SUPPORT MISSION	$2,500
CHARITY NAVIGATOR
PO BOX 5117	BOONE	IA	50950	NONE	PC	SUPPORT MISSION	$2,500
CARE FOR ALS INC
11073 CENTRAL AVE	RIDGELY	MD	21660	NONE	PC	SUPPORT MISSION	$5,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$237,500	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$62	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$1,874	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$158,286	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$160,222	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$160,222	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
General Rule	Yes (X)	GeneralRuleInd

Contributor Information ContributorInformationGrp (7 entries)

ContributorContributorNum	Address Line1ContributorUSAddress/AddressLine1Txt	CityContributorUSAddress/CityNm	State AbbreviationContributorUSAddress/StateAbbreviationCd	ZIPContributorUSAddress/ZIPCd	Total ContributionsTotalContributionsAmt	Noncash ContributionNoncashContributionInd	Person ContributionPersonContributionInd
WILLIAM AND JENNIFER BURGY
1	1 TANEY AVE	ANNAPOLIS	MD	21401	$24,826	Yes (X)
WILLIAM AND JENNIFER BURGY
2	1 TANEY AVE	ANNAPOLIS	MD	21401	$3,565		Yes (X)
WILLIAM AND JENNIFER BURGY
3	1 TANEY AVE	ANNAPOLIS	MD	21401	$25,028	Yes (X)
WILLIAM AND JENNIFER BURGY
4	1 TANEY AVE	ANNAPOLIS	MD	21401	$24,862	Yes (X)
WILLIAM AND JENNIFER BURGY
5	1 TANEY AVE	ANNAPOLIS	MD	21401	$26,630	Yes (X)
WILLIAM AND JENNIFER BURGY
6	1 TANEY AVE	ANNAPOLIS	MD	21401	$50,270	Yes (X)
WILLIAM AND JENNIFER BURGY
7	1 TANEY AVE	ANNAPOLIS	MD	21401	$50,104	Yes (X)

Non Cash Property Contribution NonCashPropertyContributionGrp (6 entries)

ContributorContributorNum	Noncash PropertyNoncashPropertyDesc	Fair Market ValueFairMarketValueAmt	ReceivedReceivedDt
1	362 SHS BROOKFIELD CORP COMMON STOCK	$24,826	2025-09-30
3	44 SHS MASTERCARD INC COMMON STOCK	$25,028	2025-09-30
4	48 SHS MICROSOFT CORP COMMON STOCK	$24,862	2025-09-30
5	20 SHS TRANSDIGM GROUP INC COMMON STOCK	$26,630	2025-09-30
6	457 SHS NETFLIX COM INC COMMON STOCK	$50,270	2025-11-19
7	215 SHS TE CONNECTIVITY PLC	$50,104	2025-11-19

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	ACCOUNTING	CategoryTxt
Amt	$3,565	Amt
Net Investment Income	$1,188	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Expln Of Non Filing With AG Stmt ExplnOfNonFilingWithAGStmt

Field	Value	IRS element (for citing)
Explanation	NOT REQUIRED BY MARYLAND	ExplanationTxt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (2 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
COMMON STOCK 04328	$26,982	$185,952
EQUITIES 04003	$70,251	$81,249

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	NET BASIS ADJUSTMENT ON DONATED STOCK	Desc
Amt	$146,778	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	INVESTMENT ADVISORY FEES	CategoryTxt
Amt	$972	Amt
Net Investment Income	$972	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

Field	Value	IRS element (for citing)
Category	FOREIGN TAXES	CategoryTxt
Amt	$2	Amt
Net Investment Income	$2	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt