2026-01-28T10:45:42-06:00 2025-12-31 462049751 HOWARD M WOLLNER CPA 110 N WASHINGTON ST STE 201 ROCKVILLE MD 20850 990PF 2025-01-01 521665263 NORMAN & FLORENCE BRODY FAMILY FOUNDATION INC NORM 4108338486 3803 TIMBER VIEW WAY REISTERSTOWN MD 21136 WILLIAM BRODY PRESIDENT 4108338486 2026-01-28 1 HOWARD M WOLLNER P01684964 3015659100 X 2025 2025-03-06 01:10:19Z X 930762 X X 2 2 25065 25065 22007 217306 22007 47074 47074 0 0 0 345 0 0 7002 6971 0 7347 6971 0 63000 63000 70347 6971 63000 -23273 40103 10992 46337 46337 750 405 405 718509 660236 884020 730251 706978 930762 0 0 X 425042 425042 0 0 305209 281936 730251 706978 730251 706978 730251 -23273 0 706978 0 706978 JACKSON SQUARE SMID - CAP GROWTH FUND 2023-10-17 2025-04-11 24659 25000 -341 -341 SOUTHERNSUN SMALL CAP 2023-10-17 2025-04-11 18774 25000 -6226 -6226 CLIFFWATER CORPORATE LENDING FUND 2023-10-17 2025-06-10 60000 58895 1105 1105 DIAMOND HILL SHORT DURATON SEC BOND 2023-10-17 2025-06-11 41925 40000 1925 1925 JOHCM INT'L SELECT FUND 2023-10-17 2025-11-26 7500 5726 1774 1774 DODGE & COX INT'L STOCK FUND 2023-10-17 2025-11-26 7500 5279 2221 2221 ISHARES CORE S&P 500 ETF 2023-10-17 2025-11-26 55406 35399 20007 20007 CAPITAL GAINS DIVIDENDS P 1542 1542 1542 22007 557 0 557 0 557 405 0 0 0 405 0 152 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 0 N/A WILLIAM BRODY 4108338486 3803 TIMBER VIEW WAY REISTERSTOWN MD 21136 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 WILLIAM H BRODY 3803 TIMBER VIEW WAY REISTERSTOWN MD 21136 PRESIDENT 0.25 0 0 0 SUSAN W BRODY 3803 TIMBER VIEW WAY REISTERSTOWN MD 21136 SECRETARY 0.25 0 0 0 DEIDRE LIPSICAS 532 5TH ST SE WASHINGTON DC 20003 VICE PRESIDENT 0.25 0 0 0 NONE 0 NONE 0 0 907585 0 0 907585 0 0 907585 13614 893971 44699 44699 557 557 44142 0 44142 0 44142 63000 0 63000 44142 0 0 12062 8079 29804 29789 26498 106232 63000 0 0 0 44142 18858 0 0 125090 0 0 0 0 0 0 12062 113028 8079 29804 29789 26498 18858 WILLIAM H BRODY X ACLU 3600 CLIPPER RD SUITE 350 BALTIMORE MD 21211 PC GENERAL SUPPORT 2000 ADOPT A CLASSROOM PO BOX 64078 ST PAUL MN 55164 PC GENERAL SUPPORT 2000 ANNAPOLIS MARITIME MUSEUM 723 SECOND ST ANNAPOLIS MD 21403 PC GENERAL SUPPORT 1000 ANNE ARUNDEL COUNT FOOD BANK PO BOX 650 CROWNSVILLE MD 21032 PC GENERAL SUPPORT 2000 ANTI-DEFAMATION LEAGUE 1100 CONNECTICUT AVE NW WASHINGTON DC 20036 PC GENERAL SUPPORT 3000 BETH ISRAEL CONGREGATION 3706 CRONDALL LA OWINGS MILLS MD 21117 PC GENERAL SUPPORT 1000 BREAD FOR THE CITY 1525 7TH ST NW WASHINGTON DC 20001 PC GENERAL SUPPORT 2000 CAPITAL AREA FOOD BANK 4900 PUERTO RICO AVE WASHINGTON DC 20077 PC GENERAL SUPPORT 3000 CHARLES E SMITH LIFE COMMUNITY 6121 MONTROSE RD ROCKVILLE MD 20852 PC GENERAL SUPPORT 5000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVE ANNAPOLIS MD 21403 PC GENERAL SUPPORT 1000 DC CENTRAL KITCHEN PO BOX 417406 BOSTON MA 02241 PC GENERAL SUPPORT 2000 DOCTORS WITHOUT BORDERS PO BOX 5023 HAGERSTOWN MD 21741 PC GENERAL SUPPORT 1000 FOOD & FRIENDS 219 RIGGS RD NE WASHINGTON DC 20011 PC GENERAL SUPPORT 2000 ENGLISH EMPOWERMENT CENTER 2855 ANNANDALE RD FALLS CHURCH VA 22042 PC GENERAL SUPPORT 1000 HEBREW IMMIGRANT AID SOCIETY 1300 SPRING ST SILVER SPRING MD 20910 PC GENERAL SUPPORT 2000 HOUSE OF RUTH 5 THOMAS CIRCLE WASHINGTON DC 20005 PC GENERAL SUPPORT 2000 JACKSONVILLE UNIVERSITY 2800 UNIVERSITY BLVD JACKSONVILLE FL 32211 PC GENERAL SUPPORT 1000 MARTHA'S TABLE PO BOX 70970 WASHINGTON DC 20024 PC GENERAL SUPPORT 2000 MARYLAND FOOD BANK 2200 HALETHORPE FARMS RD BALTIMORE MD 21227 PC GENERAL SUPPORT 3000 MAZON A JEWISH RESPONSE TO HUNGER 10850 WILSHIRE BLVD STE 400 LOS ANGELES CA 90024 PC GENERAL SUPPORT 2000 MOBILE MEDICAL CARE 9309 OLD GEORGETOWN RD BETHESDA MD 20814 PC GENERAL SUPPORT 2000 NATIONAL ALLIANCE ON MENTAL ILLNESS PO BOX 49104 BALTIMORE MD 21297 PC GENERAL SUPPORT 2000 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 20090 PC GENERAL SUPPORT 5000 SAVE A CHILD'S HEART FOUNDATION PO BOX 59172 POTOMAC MD 20859 PC GENERAL SUPPORT 1000 SIMON WEISENTHAL CENTER 1399 SOUTH ROXBURY DR LOS ANGELES CA 90035 PC GENERAL SUPPORT 2000 SO OTHERS MIGHT EAT 71 O ST NW WASHINGTON DC 20001 PC GENERAL SUPPORT 3000 TEAM RUBICON 5230 PACIFIC CONCOURSE DR LOS ANGELES CA 90045 PC GENERAL SUPPORT 3000 VERMONT CAMPERSHIP FUND 85 PRIM RD COLCHESTER VT 05446 PC GENERAL SUPPORT 2000 WORLD CENTRAL KITCHEN 200 MASSACHUSETTS AVE NW WASHINGTON DC 20001 PC GENERAL SUPPORT 3000 63000 0 14 2 14 25065 14 22007 0 47074 0 47074 0 0 0 0 0 0 0 0 0 0 ISHARES CORE S&P SMALL AT COST 25043 31968 ISHARES CORE S&P MID-CAP AT COST 45126 57156 ISHARES CORE S&P 500 AT COST 277945 435622 VANGUARD FTSE DEVELOPED ETF AT COST 45492 65219 BAIRD CORE PLUS BOND FUND AT COST 45010 48292 CLIFFWATER CORPORATE LENDING FUND AT COST 41105 40638 DIAMOND HILL SHORT DURATION FUND AT COST 45010 45558 OSTERWEIS STRATEGIC FUND AT COST 35000 37331 DODGE AND COX INTERNATIONAL FUND AT COST 29721 41777 JOHCM INTERNATIONAL FUND AT COST 29274 38136 DODGE AND COX INCOME FUND AT COST 41510 42323 POSTAGE 31 0 0 INVESTMENT EXPENSES 6971 6971 0 TAXES 345 0 0