2025-12-08T10:02:57-06:00 2025-10-31 540737372 PBMARES LLP 11 N WASHINGTON ST SUITE 600 ROCKVILLE MD 208504229 990PF 2024-11-01 316653312 SANDERS FOUNDATION C/O FILIP S SANDERS SAND 3016560795 4990 SENTINEL DRIVE 306 BETHESDA MD 20816 FILIP S SANDERS TRUSTEE 3016560795 2025-12-02 1 0 RYAN B PAUL CPA P00747613 2404992040 2025-12-02 X 2024 2025-03-06 01:10:19Z X 11342017 X 710836 11503 11503 52781 52781 1667310 2341724 1667310 828 828 2443258 1732422 0 0 0 8500 4250 0 2533 2533 0 55092 27546 0 66125 34329 0 419442 419442 485567 34329 419442 1957691 1698093 6152 4711 4711 212289 472612 472612 3900147 4899041 10864694 4118588 5376364 11342017 0 0 X 4118588 5376364 0 0 0 0 4118588 5376364 4118588 5376364 4118588 1957691 0 6076279 699915 5376364 KKR & CO 2025-02-06 362923 55113 307810 307810 BERKSHIRE HATHAWAY 2025-02-25 734624 1512 733112 733112 APPLE INC 2025-03-26 60325 12686 47639 47639 APPLE INC 2025-03-31 98394 21143 77251 77251 TAKE TWO INTERACTIVE SOFTWARE INC 2025-05-09 86070 64476 21594 21594 BERKSHIRE HATHAWAY 2025-06-24 350861 731 350130 350130 BROOKFIELD CORP 2025-08-18 216474 105538 110936 110936 APPLIED MATERIALS INC 2025-09-24 431561 413204 18357 18357 BROOKFIELD CORP 2025-10-14 22 11 11 11 CAPITAL GAINS DIVIDENDS P 470 470 470 1667310 23603 0 23603 0 23603 14588 0 0 0 14588 0 9015 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 1 N/A THE FOUNDATION 3016560795 4990 SENTINEL DRIVE 306 BETHESDA MD 20816 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 FILIP S SANDERS 4990 SENTINEL DRIVE 306 BETHESDA MD 20816 TRUSTEE 2.00 0 0 0 JOSEPHINE E SANDERS - LEVIE 4990 SENTINEL DRIVE 306 BETHESDA MD 20816 TRUSTEE 1.00 0 0 0 ELKAN D SANDERS 6405 10TH STREET ALEXANDRIA VA 22307 TRUSTEE 1.00 0 0 0 HANS G SANDERS 145 CALAIS COURT SE GRAND RAPIDS MI 49546 TRUSTEE 1.00 0 0 0 PAULA D KALES 4906 EARLSTON DRIVE BETHESDA MD 20816 TRUSTEE 1.00 0 0 0 SARA E SANDERS 350 9TH STREET SE - APT 7 WASHINGTON DC 20003 DIRECTOR 0.50 0 0 0 ANNELIESKE J SANDERS 6405 10TH STREET ALEXANDRIA VA 22307 DIRECTOR 0.50 0 0 0 NONE 0 NONE 0 0 10533161 351237 0 10884398 0 0 10884398 163266 10721132 536057 536057 23603 23603 512454 0 512454 0 512454 419442 0 419442 512454 375174 0 0 419442 375174 0 0 44268 0 0 0 0 0 0 0 0 468186 0 0 0 FILIP S SANDERS X A WIDER CIRCLE CENTER FOR COMMUNITY SERVICE 9159 BROOKVILLE ROAD SILVER SPRING MD 20910 PUBLIC PROVIDE FOOD AND SHELTER TO NEEDY FAMILIES AND PROVIDE JOB TRAINING TO ADULTS 10000 ACLU FOUNDATION 915 15TH ST NW WASHINGTON DC 20005 PUBLIC TO PROTECT AND ADVANCE CIVIL LIBERTIES AND CIVIL RIGHTS BY USING THE TOOLS OF PUBLIC EDUCATION, POLITICAL ADVOCACY, ORGANIZING, AND LITIGATION 3000 ADL ANTI DEFAMATION LEAGUE 605 THIRD AVENUE NEW YORK NY 10158 PUBLIC ADL IS THE WORLDS LEADING EXPERT ON ANTISEMITISM AND IS ON THE FRONT LINES, SHINING A LIGHT ON ALL FORMS OF ANTISEMITISM AND EMPOWERING INDIVIDUALS AND COMMUNITIES WITH TOOLS TO ADDRESS THIS AGE-OLD HATE 10000 AMFRIENDS OF NIR-OZ ISRAEL 6301 MONTROSE RD ROCKVILLE MD 20852 PUBLIC PROGRAM AIMS TO PROVIDE TANGIBLE SUPPORT TO THE KIBBUTZ, WHICH WAS DEVASTATED BY THE ATTACKS 10000 ATLAS PERFORMING ARTS CENTER 1333 H ST NE WASHINGTON DC 20002 PUBLIC PROVIDES SPACES FOR ARTISTS TO CREATE MUSIC, THEATRE AND DANCE TO ENTERTAIN AND ENGAGE AUDIENCES IN EXPLORING THE IDEAS AND ISSUES OF OUR TIME 1000 BCCHS EDUCATIONAL FOUNDATION PO BOX 15062 CHEVY CHASE MD 20825 EDUCATION IS TO FUND HIGH-NEED, HIGH-IMPACT ACADEMIC PROGRAMS THAT DRIVE STUDENT SUCCESS ACROSS OUR ENTIRE SCHOOL 8000 BETHESDA CARES 7728 WOODMONT AVENUE BETHESDA MD 20814 PUBLIC SUPPORT PROGRAMS TO HELP THE POOR AND HOMELESS IN THE BETHESDA AREA 8000 BOSTON UNIVERSITY TWO SILBER WAY BOSTON MA 02215 PUBLIC SUPPORT EDUCATION 5000 BRANDYWINE VALLEY SPCA 4 DC VILLAGE LANE SW WASHINGTON DC 20032 PUBLIC EXISTS TO END ANIMAL SUFFERING AND TO INVOLVE THE ENTIRE COMMUNITY IN THE WELFARE AND WELL-BEING OF ANIMALS 2000 BRIDGES TO INDEPENDENCE 46 S GLEBE STREET STE 201 ARLINGTON VA 22204 PUBLIC SUPPORTS HOMELESS INDIVIDUALS AND FAMILIES AND LEADS THEM TO STABLE AND INDEPENDENT FUTURES. 4500 CAMP NEWAYGO 5333 S CENTERLINE ROAD NEWAYGO MI 49337 PUBLIC SUPPORT SEND A KID TO CAMP SCHOLARSHIPS TO PROVIDE OPPORTUNITIES FOR KIDS TO ATTEND CAMP NEWAYGO 7500 CCCT CAPITAL CRESCENT TRAIL PO BOX 30703 BETHESDA MD 20824 PUBLIC THE ORGANIZATION THAT SUPPORTS THECAPITAL CRESCENT TRAIL (CCT),A POPULAR PAVED MULTI-USE TRAIL FOR BIKING AND WALKING IN THE D.C. METROPOLITAN AREA 2000 COMMUNITY FOUNDATION OF NORTHERN VA 2940 HUNTER MILL RD SUITE 201 OAKTON VA 22124 PUBLIC SUPPORT ORGANIZATIONS SERVING THE NORTHERN VA COMMUNITY IN CHILD AND YOUTH DEVELOPMENT, EDUCATION,HEALTH, POVERTY RELIEF. 7000 COMMUNITY LEGAL SERVICES 1424 CHESTNUT STREET PHILADELPHIA PA 19102 PUBLIC PROVIDE FREE CIVIL LEGAL ASSISTANCE TO LOW INCOME PHILADELPHIANS 5500 CONGREGATION BETH EL 8215 OLD GEORGETOWN ROAD BETHESDA MD 20814 CHURCH SUPPORT JUNIOR CONGREGATION HANUKKAH WISH LIST 8926 CREIGHTON UNIVERSITY 2500 CALIFORNIA PLAZA OMAHA NE 68178 EDUCATION SUPPORT EDUCATION/GLOBAL INITIATIVE 1500 CVIM - VOLUNTEERS IN MEDICINE 300 B LAWRENCE DRIVE WEST CHESTER PA 19380 PUBLIC TO PROVIDE HEALTHCARE, HOPE AND HEALING TO LOCAL UNINSURED WORKING ADULTS AND THEIR CHILDREN 3000 CYSTIC FIBROSIS FOUNDATION 6931 ARLINGTON ROAD SUITE 200 BETHESDA MD 20814 PUBLIC SUPPORT RESEARCH FOR A CURE AND CONTROL OF CYSTIC FIBROSIS 3000 DANA-FARBER CANCER INSTITUTE 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 02445 PUBLIC SUPPORT BREAST CANCER RESEARCH FUND 7000 DC CENTRAL KITCHEN 425 2ND ST NW WASHINGTON DC 20001 PUBLIC MISSION IS TO USE FOOD AS A TOOL TO STREGTHEN BODIES, EMPOWER MINDS & BUILD COMMUNITIES 2500 EDUTUTOR OF VIRGINIA 801 RIDGE DR MCLEAN VA 22101 EDUCATION STUDENTS RECEIVE TARGETED, CONSISTENT SUPPORT IN THE CORE ACADEMIC AREAS OF READING AND MATH, AND OUR DIVERSE TUTORS RECEIVE A POSITIVE INTRODUCTION TO THE TEACHING PROFESSION 4000 ENDLESS OPPORTUNITIES P O BOX 68263 GRAND RAPIDS MI 49516 PUBLIC DELIVERS MENTORING EXPERIENCES TO ENGAGE, EDUCATE AND EMPOWER YOUNG PEOPLE 7000 FOLDS OF HONOR 5800 NORTH PATRIOT DRIVE OWASSO OK 74055 PUBLIC PROVIDE EDUCATIONAL SCHLORSHIPS FOR CHILDREN AND SPOUSES OF FALLEN MILITARY PERSONNEL. 5000 GRAND RAPIDS EAGLES DISABLED SPORTS TEAM 1606 LEFFINGWELL AVE NE GRAND RAPIDS MI 49525 PUBLIC TO PROVIDE COMPETITIVE OPPORTUNITIES FOR INDIVIDUALS WITH DISABILITIES 3000 GREATER DC DIAPER BANK 1532 A STREET NE WASHINGTON DC 20002 PUBLIC PROVIDES ESSENTIAL ITEMS FOR WOMEN AND BABIES. 7500 GRRC ROWING CLUB PO BOX 315 COMSTOCK PARK MI 49321 EDUCATION PROVING QUALITY PROGRAMMING FOR THE GREATER GRAND RAPIDS COMMUNITY. WE USE THESE FUNDS TO PURCHASE AND MAINTAIN EQUIPMENT, EXPAND OUR PROGRAMMING FOR ADULTS AND JUNIORS, MAINTAIN OUR BOATHOUSE AND DOCK, AND PROVIDE SCHOLARSHIP RESOURCES TO STUDENT ROWERS 5000 GW MEDICAL FACULTY ASSOCIATES 1922 F STREET NW WASHINGTON DC 20052 PUBLIC OFFERS A VARIETY OF MEDICAL SERVICES TO THE COMMUNITY IN WASHINGTON DC 3000 HEBREW IMMIGRANT AID SOCIETY - HIAS 1300 SPRING STREET SUITE 500 SILVER SPRING MD 20910 PUBLIC PROVIDES HUMANITARIAN AID AND ASSISTANCE TO REFUGEES. 11000 HOMES FOR OUR TROOPS-HOFT 6 MAIN STREET TAUTON MA 02780 PUBLIC HELP BUILD AND DONATE SPECIALLY ADAPTED CUSTOM HOMES FOR INJURED POST 9/11 VETERANS. 10000 HONOR FLIGHT NETWORK 1405 SOUTH FERN STREET 702 ARLINGTON VA 22202 PUBLIC SUPPORTS MILITARY VETERANS. 2000 I SUPPORT THE GIRLSORG P O BOX 2736 WHEATON MD 20915 PUBLIC SUPPORTS GIRLS AND WOMEN EXPEREINCING HOMELESSNESS 7000 INOVA HEALTH FOUNDATION 8110 GATEHOUSE ROAD SUITE 200 EAST FALLS CHURCH VA 22042 PUBLIC SUPPORT INOVA'S MISSION OF PROVIDING EXCELLENCE IN PATIENT CARE, EDUCATION AND RESEARCH 6000 INTERFAITH WORKS 114 W MONTGOMERY AVENUE ROCKVILLE MD 20850 PUBLIC PROVIDE FOOD AND SHELTERS TO LOW INCOME FAMILIES 2000 JESUIT REFUGEE SERVICE USA 1016 16TH ST NW 500 WASHINGTON DC 20036 PUBLIC SUPPORT AND ADVOCATE ON BEHALF OF REFUGEES. 9000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 PUBLIC SUPPORT PROGRAMS THAT ENHANCE THE QUALITY OF LIFE OF ISRAELI RESIDENTS THROUGH INNOVATIVE AGRICULTURE TECHNIQUES AND EDUCATION. 7000 JEWISH SOCIETY SERVICE AGENCY THE INA KAY BUILDING 200 WOOD HILL ROAD ROCKVILLE MD 20850 PUBLIC SUPPORT HOLOCAUST SURVIVOR PROGRAM 17881 JEWISH THEATRE GRAND RAPIDS 2727 MICHIGAN ST NE GRAND RAPIDS MI 49506 PUBLIC SUPPORT QUALITY THEATRICAL PRODUCTIONS 5400 KLIPTOWN YOUTH PROGRAM PORTION 57 OF THE FARM KLIPSPRUIT 298 IQ SF PUBLIC COMMUNITY BASED EDUCATIONAL ORGANISATION THAT PROVIDES HOLISTIC SUPPORT AND OPPORTUNITIES TO THE PEOPLE OF KLIPTOWN AND SURROUNDING COMMUNITIES 6000 LITTLE FALLS VILLAGE PO BOX 439 GLEN ECHO MD 20816 PUBLIC SUPPORT SENIORS ENJOY THEIR INDEPENDENCE AT HOME 3000 LORTON COMMUNITY ACTION CENTER P O BOX 154 LORTON VA 22199 PUBLIC SUPPORT FAMILIES IN NEED OF FOOD AND OTHER ITEMS. 4000 LUNGEVITY FOUNDATION 6917 ARLINGTON ROAD SUITE 352 BETHESDA MD 20814 PUBLIC TO SUPPORT GROUNDBREAKING RESEARCH INTO EARLY DETECTION AND NEW THERAPIES THAT FIGHT LUNG CANCER 3000 MANNA FOOD CENTER 9311 GAITHER ROAD GAITHERSBURG MD 20877 PUBLIC PROVIDE NUTRITIOUS FOODS TO PEOPLE IN NEED 26000 MCPS EDUCATIONAL FOUNDATION 850 HUNGERFORD DRIVE ROCKVILLE MD 20850 PUBLIC PROVIDE SCHOOL SUPPLIES TO CHILDREN IMPACTED BY POVERTY 3000 NORTHWESTERN HILLEL GIFT FUND 1201 DAVIS STREET EVANSTON IL 60208 PUBLIC SUPPORT JEWISH CULTURE ON CAMPUS 3000 OPERATION HOMEFRONT 17319 SAN PEDRO AVE SAN ANTONIO TX 78232 PUBLIC BUILDS STRONG, STABLE, AND SECURE MILITARY FAMILIES SO THEY CAN THRIVE, NOT SIMPLY STRUGGLE TO GET BY, IN THE COMMUNITIES - OUR COMMUNITIES - THEY HAVE WORKED SO HARD TO PROTECT 5000 OPERATION RENEWED HOPE FOUNDATION PO BOX 10142 ALEXANDRIA VA 22310 PUBLIC SUPPORT TO END VETERAN HOMELESSNESS 4000 PAWS FOR PURPLE HEARTS 5860 LABATH AVENUE SUITE A ROHNERT PART CA 94928 PUBLIC FACILITATE THE THERAPY OF TRAINING DOGS FOR VETERANS 3000 PHILABUNDANCE 3616 SOUTH GALLOWAY STREET PHILADELPHIA PA 19148 PUBLIC HELP COLLECT AND DISTRIBUTE FOODS TO PEOPLE IN NEED 2000 PHILADELPHIA FIGHT 1233 LOCUST STREET PHILADELPHIA PA 19107 PUBLIC IS COMMITTED TO KEEPING ALL OF OUR PATIENTS SAFE DURING THE PANDEMIC. 5000 PINEMERE CAMP 333 E LANCASTER AVE WYNNEWOOD PA 19096 PUBLIC CREATES A SAFE SPACE FOR CHILDREN, WHERE THEY CAN LEAVE BEHIND THE HECTIC PACE, PRESSURE, AND TECHNOLOGY OF "THE REAL WORLD AND JUST BE KIDS 3000 PLANNED PARENTHOOD 123 WILLIAM STREET 10TH FLOOR NEW YORK NY 10038 PUBLIC TO PROTECT AND ADVANCE ACCESS TO REPRODUCTIVE HEALTH CARE FOR ALL 5000 PROJECT ZAWADI 253 DUKE STREET SAINT PAUL MN 55102 PUBLIC PROVIDE EDUCATIONAL OPPORTUNITIES TO THE NEEDIEST STUDENTS IN TANZANIA 9000 PUPPIES BEHIND BARS 263 WEST 38TH STREET 4TH FLOOR NEW YORK NY 10018 PUBLIC SUPPORT DOG TAGS PROGRAM FOR WOUNDED WAR VETERANS 5000 RISE POBOX 15231 WASHINGTON DC 20003 PUBLIC SUPPORT PROGRAMS THAT PROVIDE HIGH-QUALITY EDUCATIONAL RESOURCES TO INNER CITY STUDENTS IN WASHINGTON D.C 5000 RECOVERY ON WATER-ROW 1200 W 35TH STREET CHICAGO IL 60609 PUBLIC ROWING PROGRAM TO PROVIDE SUPPORT FOR SURVIVORS OF BREAST CANCER THROUGH EXCERCISE AND THE SPORT OF ROWING. 5600 SOME 71 O STREET NW WASHINGTON DC 20001 PUBLIC PROVIDE CARE TO HOMELESS AND POOR PEOPLE 7500 SAFE HARBOR OF CHESTER COUNTY 20 NORTH MATLACK STREET WEST CHESTER PA 19380 PUBLIC PROVIDES HOUSING, FOOD AND ACCESS TO SUPPORT SERVICES FOR HOMELESS MEN AND WOMEN. 5000 SIBLEY FOUNDATION 5255 LOUGHBORO ROAD NW WASHINGTON DC 20016 PUBLIC PROVIDE TECHNOLOGY, EDUCATION, PATIENT CARE AND RESEARCH FOR THE BEST CARE OF THE COMMUNITY 11000 STONY BROOK FOUNDATION 488 ADMINISTRATION BUILDING STONY BROOK NY 11794 PUBLIC SUPPORT PROGARM THAT PROVIDES MERIT AND NEED BASED STUDENT SCHOLARSHIPS AND FELLOWSHIP SUPPORT. 3000 STWS STICHTING WINTERSWIJKSE SYNAGOGE 32 7101 GV WINTERSWIJK WINTERSWIJK NL PUBLIC THE FOUNDATION IS DEDICATED TO THE PRESERVATION AND MAINTENANCE OF THE SYNAGOGUE COMPLEX IN WINTERSWIJK, 5280 SUBURBAN HOSPITAL FOUNDATION 8600 OLD GEORGETOWN ROAD BETHESDA MD 20814 PUBLIC SUPPORT PATIENT CARE AT SUBURBAN HOSPITAL 4000 TEAM RUBICON 214 MAIN STREET SUITE 354 EL SEGUNDO CA 90245 PUBLIC PROVIDES RELIEF TO COMMUNITIES AFFECTED BY NATURAL DISASTERS AND HUMANITARIAN CRISES 5000 THE CHILDREN'S INN AT NIH 7 WEST DRIVE BETHESDA MD 20814 PUBLIC PROVIDE HOUSING TO CHILDREN AND FAMILIES WHILE PARTICIPATE IN MEDICAL TREATMENT 7000 THE FOUNDATION FOR THE JEWISH HISTORICAL MUSEUM 44 SOUTH BAYLES AVE SUITE 210 PORT WASHINGTON NY 11050 PUBLIC SUPPORT THE PRESERVATION EFFORTS OF THE JEWISH HERITAGE. 6355 UNITED JEWISH COMMUNITIES 111 EIGHT AVENUE NEW YORK NY 10016 PUBLIC FUNDS SUPPORT SUCH DIVERSE CAUSES AS THE RESETTLEMENT OF JEWISH REFUGEES IN ISRAEL, CARE FOR ELDERLY JEWS IN THE UNITED STATES, FORMAL AND INFORMAL JEWISH EDUCATION, 7000 USO - METRO - TURKEYS FOR TROOPS PO BOX 96860 WASHINGTON DC 20090 PUBLIC PROVIDES LOCAL MILITARY FAMILIES HOLIDAY MEAL BASKETS IN A FESTIVAL ENVIRONMENT 3000 VAN ANDEL INSTITUTE 333 BOSTWICK AVENUE NE GRAND RAPIDS MI 49503 PUBLIC SUPPORT PARKINSON'S DISEASE RESEARCH 6000 WABUN FOUNDATION RED CANOE PO BOX 36 NEW CANAAN CT 06840 PUBLIC CAMP WABUN TRADITION OF EXPERIENTIAL AND STRUCTURED LEARNING BY PADDLING THE WATERWAYS OF NORTHERN CANADA BY CANOE AND FOSTERING THE SELF-DISCOVERY INHERENT IN SUCH TRAVEL 4000 WASHINGTON JESUIT ACADEMY 900 VARNUM STREET NE WASHINGTON DC 20017 PUBLIC SUPPORT PROGRAMS TO CLOSE THE ACHIEVEMENT GAP OF LOW INCOME COMMUNITIES 7500 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 PUBLIC FIRST TO THE FRONTLINES, PROVIDING MEALS IN RESPONSE TO HUMANITARIAN, CLIMATE, AND COMMUNITY CRISES. WE BUILD RESILIENT FOOD SYSTEMS WITH LOCALLY LED SOLUTIONS 13500 YOUTH JOURNALISM INTERNATIONAL 30 TAYLOR ST AUBURN ME 04210 PUBLIC PROVIDE A FREE EDUCATION FOR YOUNG PEOPLE IN ANY COUNTRY WHO ARE INTERESTED IN JOURNALISM, CURRENT EVENTS AND GETTING TO KNOW THEIR PEERS ACROSS THE GLOBE 3500 419442 0 14 11503 14 52781 01 828 18 1667310 0 1732422 0 1732422 0 0 0 0 0 0 0 0 0 0 X X 1 FILIP S SANDERS 4990 SENTINEL DRIVE 306 BETHESDA MD 20816 702336 X X 2 FILIP S SANDERS 4990 SENTINEL DRIVE 306 BETHESDA MD 20816 8500 X 1 1 SHARES BERKSHIRE HATHAWAY CLASS A STOCK 702336 2024-11-20 TAX PREPARATION AND ACCOUNTING FEES 8500 4250 0 THIS FOUNDATION IS EXCLUSIVELY FUNDED BY ITS FOUNDERS. NO FUNDS ARE SOLICITED FROM THE PUBLIC. AS SUCH A REPORT IS NOT REQUIRED BY THE STATE OF MARYLAND. ALPHABET INC 1500 SHARES 147886 421785 ALPHABET INC 800 SHARES 112244 224952 AMAZON 300 SHARES 37985 73266 AMAZON 700 SHARES 113188 170954 AMAZON 760 SHARES 125714 185607 AMRIZE AG NAMEN 1155 SHARES 61792 59875 AMRIZE AG NAMEN 3845 SHARES 196469 199325 APPLE INC. 1710 SHARES 80343 462333 ASML HOLDING 350 SHARES 240320 370731 ASML HOLDING 733.157 SHARES 344584 497838 BERKSHIRE HATHAWAY INC CL A 1 SHARES 910 715740 BERKSHIRE HATHAWAY INC CL A 1 SHARES 910 715740 BERKSHIRE HATHAWAY INC CL A 1 SHARES 910 715740 BERKSHIRE HATHAWAY INC CL B 775 SHARES 781 370094 BROOKFIELD CORP 10462.5 SHARES 50818 482350 BROOKFIELD CORP 1200 SHARES 6925 55323 BROOKFIELD CORP 2550 SHARES 54358 117539 BROOKFIELD CORP 2700 SHARES 56529 124477 CARLISLE COS INC 302 SHARES 99024 98165 CARLISLE COS INC 548 SHARES 179316 178127 KINSALE 263 SHARES 110923 105060 KINSALE 27 SHARES 11327 10786 KINSALE 650 SHARES 280183 259655 KINSALE CAP GROUP 350 SHARES 154295 139815 KKR & CO 4600 SHARES 102866 544318 KKR & CO 600 SHARES 13778 70998 LINDE PLC NEW SHARES 500 SHARES 160545 209150 LINDE PLC NEW SHARES 550 SHARES 155609 230065 LVMH 150 SHARES 97958 105964 LVMH 230 SHARES 154278 162478 MICROSOFT CORP 1300 SHARES 54776 673153 SALESFORCE INC 1300 SHARES 334967 338533 SALESFORCE INC 450 SHARES 109987 117184 SALESFORCE INC 500 SHARES 132317 130205 TAKE-TWO INTERACTIVE SOFTWARE INC 1100 SHARES 172340 282007 TAKE-TWO INTERACTIVE SOFTWARE INC 720 SHARES 122165 184586 UNITED HEALTH GROUP 50 SHARES 23286 17078 UNITED HEALTH GROUP 600 SHARES 179324 204936 UNITED HEALTH GROUP 660 SHARES 201072 225430 VISA INC 550 SHARES 140573 187407 VISA INC 600 SHARES 131965 204444 VISA INC 650 SHARES 143501 221481 DIFFERENCE IN FMV AND COST BASIS OF DONATED STOCK 699915 INVESTMENT ADVISORY FEES 55092 27546 0 WF SEC LITIGATION 740 740 740 5424 WF LITIGATION 88 88 88 FOREIGN TAX PAID RELATED TO DIVIDENDS 2533 2533 0