2024-05-13T10:04:14-05:00 2023-12-31 521268363 DRAPER & MCGINLEY PA 365 W PATRICK ST FREDERICK MD 21701 990PF 2023-01-01 275427739 THE PROGRESS FAMILY FOUNDATION INC PROG 4106853030 1 TANEY AVE ANNAPOLIS MD 214012711 WILLIAM BURGY PRESIDENT 4106853030 2024-05-07 1 WILLIAM BURGY 999009999 1 MICHAEL MCGINLEY P00227772 3016947411 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 342440 X 506612 25 25 6808 6808 294768 992753 294768 808213 301601 0 0 0 3044 1015 0 2404 2404 0 8 8 0 364 0 0 5820 3427 0 359500 359500 365320 3427 359500 442893 298174 24081 22243 22243 26982 199648 320197 51063 221891 342440 0 0 X 0 0 0 0 51063 221891 51063 221891 51063 221891 51063 442893 0 493956 272065 221891 MERRILL LYNCH COVERED SHORT P 470573 464813 5760 5760 MERRILL LYNCH COVERED LONG P 2023-06-22 507633 225883 281750 281750 ML COVERED SHORT WASH SALE ADJ P 4397 4397 4397 SPDR GOLD TR P 2023-06-22 7301 7289 12 12 CAPITAL GAINS DIVIDENDS P 2849 2849 2849 294768 4145 0 4145 0 4145 1597 0 6708 0 8305 0 4160 4160 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 330168 43845 0 374013 0 0 374013 5610 368403 18420 18420 4145 4145 14275 0 14275 0 14275 359500 0 359500 14275 0 0 104734 156937 548575 380708 422078 1613032 359500 0 0 0 14275 345225 0 0 1958257 0 0 0 0 0 0 104734 1853523 156937 548575 380708 422078 345225 WILLIAM C BURGY JENNIFER C BURGY X ALZHEIMER'S ASSOCIATION 1212 NEW YORK AVE SUITE 800 WASHINGTON DC 20005 NONE 501(C)(3) SUPPORT MISSION 8000 AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET STE 1100 NEW YORK NY 10018 NONE 501(C)(3) SUPPORT MISSION 20000 ANNAPOLIS SYMPHONY ORCHESTRA 801 CHASE ST ANNAPOLIS MD 21401 NONE 501(C)(3) SUPPORT MISSION 1000 ANNE ARUNDEL CO FOOD BANK 120 MARBURY DR CROWNSVILLE MD 21032 NONE 501(C)(3) SUPPORT MISSION 5000 ANNE ARUNDEL CASA 8 CHURCH CIRCLE SUITE H-103 ANNAPOLIS MD 21401 NONE 501(C)(3) SUPPORT MISSION 5000 BRIGHTFOCUS FOUNDATION 22512 GATEWAY CENTER DR CLARKSBURG MD 20871 NONE 501(C)(3) SUPPORT MISSION 5000 AMNESTY INTERNATIONAL 311 W 43RD STREET NEW YORK NY 10036 NONE 501(C)(3) SUPPORT MISSION 10000 ANERA 1111 14TH STREET NW WASHINGTON DC 20005 NONE 501(C)(3) SUPPORT MISSION 20000 BARCS 301 STOCKHOLM ST BALTIMORE MD 21230 NONE 501(C)(3) SUPPORT MISSION 1500 CHILDRENS HEALTH FUND 475 RIVERSIDE DR NEW YORK NY 10015 NONE 501(C)(3) SUPPORT MISSION 10000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVE ANNAPOLIS MD 21403 NONE 501(C)(3) SUPPORT MISSION 5000 FAMILY LIFE CENTER MAUI 96 SOUTH KANE ST KAHUKUI HI 967321622 NONE 501(C)(3) SUPPORT MISSION 10000 HALE PONO 1727 WILIPA LOOP WAILUKU HI 96793 NONE 501(C)(3) SUPPORT MISSION 10000 HEIFER INTRNATIONAL PO BOX 8058 LITTLE ROCK AR 72203 NONE 501(C)(3) SUPPORT MISSION 1000 HALE KIPA 91-2128 OLD FT WEAVER RD EWA BEACH HI 96706 NONE 501(C)(3) SUPPORT MISSION 5000 HUA MOMONA FOUNDATION 246 KEOAWA ST LAHAINA HI 96761 NONE 501(C)(3) SUPPORT MISSION 25000 HOMEAID HAWAII 680 IWLLAI RD HONOLULU HI 96817 NONE 501(C)(3) SUPPORT MISSION 25000 LEILANI FARM SANCTUARY 260 EAST KUIAHA RD HAIKU HI 96708 NONE 501(C)(3) SUPPORT MISSION 5000 DOCTORS WITHOUT BORDERS 333 7TH AVENUE NEW YORK NY 10001 NONE 501(C)(3) SUPPORT MISSION 20000 IMUA FAMILY SERVICES 161 S WAKE AVE KAHUKUI HI 967321343 NONE 501(C)(3) SUPPORT MISSION 10000 JOHNS HOPKINS MEDICINE PO BOX 49143 BALTIMORE MD 212979143 NONE 501(C)(3) SUPPORT MISSION 50000 FRISKYS WILDLIFE SANCTUARY 10790 OLD FREDERICK RD WOODSTOCK MD 21163 NONE 501(C)(3) SUPPORT MISSION 500 GENTLE GIANTS DRAFT HORSE RESCUE 17250 OLD FREDERICK RD MT AIRY MD 21771 NONE 501(C)(3) SUPPORT MISSION 250 KINAI 'EHA 42 - 470 KALANIANAOLE HWY KAILUA HI 96734 NONE 501(C)(3) SUPPORT MISSION 5000 LEGAL AID SOCIETY OF HAWAII 924 BETHEL ST HONOLULU HI 96813 NONE 501(C)(3) SUPPORT MISSION 5000 STAND UP MAUI 20 PULEHUNUI RD KULA HI 96790 NONE 501(C)(3) SUPPORT MISSION 10000 HELPING UP MISSION 1029 EAST BALTIMORE ST BALTIMORE MD 21202 NONE 501(C)(3) SUPPORT MISSION 5000 MEALS ON WHEELS OF CENTRAL MD 5700 EDMONDSON AVE CATONSVILLE MD 21228 NONE 501(C)(3) SUPPORT MISSION 10000 PANGOLIN CRISIS FUND 209 MISSISSIPPI ST SAN FRANCISCO CA 94107 NONE 501(C)(3) SUPPORT MISSION 5000 PENNSYLVANIA HORTICULTURE SOCIETY PO BOX 909 GREENCASTLE PA 172259980 NONE 501(C)(3) SUPPORT MISSION 1000 PARKINSON'S FOUNDATION 200 SE 1ST STREET STE 800 MIAMI FL 33131 NONE 501(C)(3) SUPPORT MISSION 1000 SHARED HOPE INTL PO BOX 65337 VANCOUVER WA 98665 NONE 501(C)(3) SUPPORT MISSION 10000 SAVE THE CHILDREN PO BOX 97132 WASHINGTON DC 20077 NONE 501(C)(3) SUPPORT MISSION 5000 TAHIRIH JUSTICE 6402 ARLINGTON BLVD SUITE 300 FALLS CHURCH VA 22042 NONE 501(C)(3) SUPPORT MISSION 10000 THE NATURE CONSERVANCY 4245 N FAIRFAX DR STE 100 ARLINGTON VA 22203 NONE 501(C)(3) SUPPORT MISSION 250 US FUND FOR UNICEF 125 MAIDEN LANE NEW YORK NY 10038 NONE 501(C)(3) SUPPORT MISSION 20000 WORLD CENTRAL KITCHEN 1342 FLORIDA AVE NW WASHINGTON DC 20009 NONE 501(C)(3) SUPPORT MISSION 20000 359500 0 14 25 14 6808 18 294768 0 301601 0 301601 0 0 0 0 0 0 0 0 0 0 X X 1 WILLIAM AND JENNIFER BURGY 1 TANEY AVE ANNAPOLIS MD 21401 506612 X 1 1165 SHS SPDR S&P 500 ETF TRUST 506612 2023-06-15 ACCOUNTING 3044 1015 0 NOT REQUIRED BY MARYLAND COMMON STOCK 04328 26982 131691 EQUITIES 04003 172666 188506 NET BASIS ADJUSTMENTS 272065 POSTAGE 364 0 0 INVESTMENT ADVISORY FEES 2404 2404 0 FOREIGN TAXES 8 8 0