2026-07-14T11:27:44-05:00 2025-12-31 521268363 DRAPER & MCGINLEY PA 365 W PATRICK ST FREDERICK MD 21701 990PF 2025-01-01 275427739 THE PROGRESS FAMILY FOUNDATION INC PROG 4106853030 1 TANEY AVE ANNAPOLIS MD 214012711 WILLIAM BURGY PRESIDENT 4106853030 2026-06-09 1 MICHAEL MCGINLEY P00227772 3016947411 2025 2025-03-06 01:10:19Z X 294043 X 205285 62 62 1874 1874 158286 299990 158286 365507 160222 0 0 0 3565 1188 0 972 972 0 2 2 0 4539 2162 0 237500 237500 242039 2162 237500 123468 158060 45341 26842 26842 102044 97233 267201 147385 124075 294043 0 0 X 0 0 0 0 147385 124075 147385 124075 147385 124075 147385 123468 0 270853 146778 124075 MERRILL LYNCH 04003 COVERED P 38270 37767 503 503 BLACKROCK LIQUIDITY P 2025-07-08 2025-10-02 12 12 0 0 MERRILL LYNCH 04003 COVERED P 261580 103808 157772 157772 BLACKROCK LIQUIDITY P 2024-02-13 117 117 0 0 MERRILL LYNCH 04003 WASH SALE P 5 5 5 CAPITAL GAINS DIVIDENDS P 6 6 6 158286 2197 0 2197 0 2197 3293 0 1507 0 4800 0 2603 2603 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A WILLIAM C BURGY 4106853030 1 TANEY AVE ANNAPOLIS MD 214012711 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 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 NONE 0 NONE 0 0 244051 38594 0 282645 0 0 282645 4240 278405 13920 13920 2197 2197 11723 0 11723 0 11723 237500 0 237500 11723 0 0 548575 380708 422078 345225 122648 1819234 237500 0 0 0 11723 225777 0 0 2045011 0 0 0 0 0 0 548575 1496436 380708 422078 345225 122648 225777 WILLIAM C BURGY JENNIFER C BURGY X AMNESTY INTL 600 PENNSYLVANIA AVE SE WASHINGTON DC 20003 NONE PC SUPPORT MISSION 10000 BSO 1212 CATHEDRAL ST BALTIMORE MD 21201 NONE PC SUPPORT MISSION 5000 ANNE ARUNDEL CASA INC 8 CHURCH CIRCLE ANNAPOLIS MD 21401 NONE PC SUPPORT MISSION 5000 ANNE ARUNDEL CO FOOD BANK 120 MARBURY DR CROWNSVILLE MD 21032 NONE PC SUPPORT MISSION 15000 BRIGHTFOCUS FOUNDATION 22512 GATEWAY CTR DR CLARKSBURG MD 20871 NONE PC SUPPORT MISSION 10000 EARTHJUSTICE 50 CALIFORNIA ST SAN FRANCISCO CA 94111 NONE PC SUPPORT MISSION 10000 FEED THE CHILDREN 333 N MERIDIAN OKLAHOMA CITY OK 73107 NONE PC SUPPORT MISSION 7500 HOSPICE OF THE CHEASAPEAKE 90 RITCHIE HWY PASADENA MD 21122 NONE PC SUPPORT MISSION 5000 CONSUMER REPORTS 101 TRUMAN AVE YONKERS NY 10703 NONE PC SUPPORT MISSION 1000 FEEDING AMERICA 161 N CLARK ST CHICAGO IL 60601 NONE PC SUPPORT MISSION 10000 FRIENDS OF EASTPORT VFC PO BOX 3332 ANNAPOLIS MD 21403 NONE PC SUPPORT MISSION 1500 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 2000 LOKAHI MUSIC 66-437 KAMEHAMEHA HWY HALELWA HI 96712 NONE PC SUPPORT MISSION 4500 LIGHT HOUSE INC 10 HUDSON ST ANNAPOLIS MD 21401 NONE PC SUPPORT MISSION 5000 MAUI HUMANE SOCIETY 1350 MEHAMEHA LOOP PUUNENE HI 96784 NONE PC SUPPORT MISSION 5000 OPERATION HOPE 191 PEACHTREE ST NE ATLANTA GA 30303 NONE PC SUPPORT MISSION 5000 PLANNED PARENTHOOD FEDERATION OF AM 123 WILLIAM ST NEW YORK NY 10038 NONE PC SUPPORT MISSION 10000 REHOBOTH BEACH VFC 219 REHOBOTH AVE REHOBOTH DE 19971 NONE PC SUPPORT MISSION 1500 NATIONAL PARK FOUNDATION 1500 K ST NW WASHINGTON DC 20005 NONE PC SUPPORT MISSION 5000 MEALS ON WHEELS OF CENTRAL AMERICA 515 S HAVEN ST BALTIMORE MD 21224 NONE PC SUPPORT MISSION 10000 NAMI MARYLAND 10632 LITTLE PATUXANT PKWY COLUMBIA MD 21044 NONE PC SUPPORT MISSION 10000 PLANNED PARENTHOOD OF MD 380 N HOWARD ST BALTIMORE MD 21201 NONE PC SUPPORT MISSION 5000 SEVERN RIVER ASSOCIATION PO BOX 146 ANNAPOLIS MD 21404 NONE PC SUPPORT MISSION 10000 T1 INTL PO BOX 13344 PORTLAND OR 97213 NONE PC SUPPORT MISSION 1000 THE USO PO BOX 96860 WASHINGTON DC 20077 NONE PC SUPPORT MISSION 2000 EVERYMIND 1000 TWINBROOK PKWY ROCKVILLE MD 20851 NONE PC SUPPORT MISSION 2500 LAST PRISONER PROJECT 1312 17TH ST DENVER CO 80202 NONE PC SUPPORT MISSION 5000 MUSIC CENTER FOUNDATION 135 NORTH GRAND AVE LOS ANGELES CA 90012 NONE PC SUPPORT MISSION 1000 MPOWER OPERATION HOPE 191 PEACHTREE ST NE ATLANTA GA 30303 NONE PC SUPPORT MISSION 5000 NATIONAL ALLIANCE TO END HOMELESSNESS 1518 K ST NW WASHINGTON DC 20005 NONE PC SUPPORT MISSION 10000 STELLA MARIS 2300 DULANEY VALLEY RD TIMONIUM MD 21093 NONE PC SUPPORT MISSION 1000 WOUNDED WARRIOR PROJECT 4899 BELFORT RD JACKSONVILLE FL 32256 NONE PC SUPPORT MISSION 5000 TAHIRIH JUSTICE CENTER 6400 ARLINGTON BLVD FALLS CHURCH VA 22042 NONE PC SUPPORT MISSION 20000 UNITED WAY OF CENTRAL MD 1800 WASHINGTON BLVD BALTIMORE MD 21230 NONE PC SUPPORT MISSION 5000 PENNSYLVANIA HORTICULTURE SOCIETY PO BOX 909 GREENCASTLE PA 17225 NONE PC SUPPORT MISSION 1000 MARYLAND SPCA 3300 FALLS RD BALTIMORE MD 21211 NONE PC SUPPORT MISSION 2500 MPT FOUNDATION 11767 OWINGS MILLS BLVD OWINGS MILLS MD 21117 NONE PC SUPPORT MISSION 1500 INDEPENDENT FIRE CO #2 OF ANNAPOLIS 620 TAYLOR AVE ANNAPOLIS MD 21404 NONE PC SUPPORT MISSION 1500 IMUA FAMILY SERVICES 161 S WAKE AVE KAHULUI HI 96732 NONE PC SUPPORT MISSION 10000 HOUSE OF RUTH MD 2201 ARGONNE DR BALTIMORE MD 21218 NONE PC SUPPORT MISSION 2500 CHARITY NAVIGATOR PO BOX 5117 BOONE IA 50950 NONE PC SUPPORT MISSION 2500 CARE FOR ALS INC 11073 CENTRAL AVE RIDGELY MD 21660 NONE PC SUPPORT MISSION 5000 237500 0 14 62 14 1874 18 158286 0 160222 0 160222 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM AND JENNIFER BURGY 1 TANEY AVE ANNAPOLIS MD 21401 24826 X 2 WILLIAM AND JENNIFER BURGY 1 TANEY AVE ANNAPOLIS MD 21401 3565 X 3 WILLIAM AND JENNIFER BURGY 1 TANEY AVE ANNAPOLIS MD 21401 25028 X 4 WILLIAM AND JENNIFER BURGY 1 TANEY AVE ANNAPOLIS MD 21401 24862 X 5 WILLIAM AND JENNIFER BURGY 1 TANEY AVE ANNAPOLIS MD 21401 26630 X 6 WILLIAM AND JENNIFER BURGY 1 TANEY AVE ANNAPOLIS MD 21401 50270 X 7 WILLIAM AND JENNIFER BURGY 1 TANEY AVE ANNAPOLIS MD 21401 50104 X 1 362 SHS BROOKFIELD CORP COMMON STOCK 24826 2025-09-30 3 44 SHS MASTERCARD INC COMMON STOCK 25028 2025-09-30 4 48 SHS MICROSOFT CORP COMMON STOCK 24862 2025-09-30 5 20 SHS TRANSDIGM GROUP INC COMMON STOCK 26630 2025-09-30 6 457 SHS NETFLIX COM INC COMMON STOCK 50270 2025-11-19 7 215 SHS TE CONNECTIVITY PLC 50104 2025-11-19 ACCOUNTING 3565 1188 0 NOT REQUIRED BY MARYLAND COMMON STOCK 04328 26982 185952 EQUITIES 04003 70251 81249 NET BASIS ADJUSTMENT ON DONATED STOCK 146778 INVESTMENT ADVISORY FEES 972 972 0 FOREIGN TAXES 2 2 0