2024-12-11T07:23:27-06:00 2024-07-31 561965804 THOMAS JUDY & TUCKER PA 4700 FALLS OF NEUSE ROAD STE 400 RALEIGH NC 27609 990PF 2023-08-01 560858144 BRODY BROTHERS FOUNDATION BROD 2523532141 530 SE GREENVILLE BLVD 200 GREENVILLE NC 27858 HYMAN J BRODY VICE-PRESIDENT 2523532141 2024-12-11 1 1 CAMERON FLOWERS CPA P01627649 9195717055 2024-12-09 2023 2024-10-15 13:58:12Z X 5242749 X X 90969 90969 80619 108185 80619 13141 12436 184729 184024 0 0 0 6513 3256 3257 18673 18673 0 301 301 0 9791 9791 0 35278 32021 3257 222501 222501 257779 32021 225758 -73050 152003 50477 58062 58062 2376746 2481981 3704265 1442893 1257023 1480422 3870116 3797066 5242749 0 0 X 407356 407356 0 0 3462760 3389710 3870116 3797066 3870116 3797066 3870116 -73050 0 3797066 0 3797066 AS REPORTED BY BROWN ADVISORY X8341 P 2023-01-01 2023-12-31 3911 3911 3911 AS REPORTED BY BROWN ADVISORY X8372 P 2023-01-01 2023-12-31 3241 1239 2002 2002 AS REPORTED BY BROWN ADVISORY X8383 P 2023-01-01 2023-12-31 5762 5762 5762 AS REPORTED BY BROWN ADVISORY X8341 P 2022-01-01 2023-12-31 16018 14767 1251 1251 AS REPORTED BY BROWN ADVISORY X8372 P 2022-01-01 2023-12-31 15425 5351 10074 10074 AS REPORTED BY BROWN ADVISORY X8383 P 2022-01-01 2023-12-31 61469 6209 55260 55260 AS REPORTED BY BA PRIVATE INCOME PARTNERS I K-1 P 2023-01-01 2023-12-31 4 4 4 AS REPORTED BY BA PRIVATE INCOME PARTNERS 3 K-1 P 2023-01-01 2023-12-31 6 6 6 AS REPORTED BY BA PRIVATE INCOME PARTNERS I K-1 P 2022-01-01 2023-12-31 186 186 186 AS REPORTED BY BA PRIVATE INCOME PARTNERS 3 K-1 P 2022-01-01 2023-12-31 292 292 292 AS REPORTED BY BA REAL ESTATE PARTNERS II K-1 P 2022-01-01 2023-12-31 1871 1871 1871 80619 2113 0 2113 0 2113 433 0 0 0 433 67 1747 0 0 0 0 0 0 0 0 0 0 1 1 NC 1 0 0 0 0 1 N/A HYMAN J BRODY 2523532141 530 SE GREENVILLE BLVD SUITE 200 GREENVILLE NC 27858 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID BRODY 159 PASQUOTANK DR RALEIGH NC 27609 PRESIDENT 1.00 0 0 0 HYMAN J BRODY 530 GREENVILLE BLVD SE SUITE 200 GREENVILLE NC 27858 VICE-PRESIDENT 1.00 0 0 0 STACY C BRODY 530 GREENVILLE BLVD SE SUITE 200 GREENVILLE NC 27858 TREASURER 1.00 0 0 0 LAURA C BRODY 159 PASQUOTANK DR RALEIGH NC 27609 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 4861319 94103 0 4955422 0 0 4955422 74331 4881091 244055 244055 2113 2113 241942 0 241942 0 241942 225758 0 225758 241942 222501 0 0 225758 222501 0 0 3257 0 0 0 0 0 0 0 0 238685 0 0 0 X AMERICAN CANCER SOCIETY 930 A WELLNESS DRIVE GREENVILLE NC 27834 NONE EXEMPT GENERAL SUPPORT 2500 BOYS & GIRLS CLUB OF COASTAL PLAINS 621 W FIRE TOWER ROAD WINTERVILLE NC 28590 NONE EXEMPT GENERAL SUPPORT 25000 CONGREGATION BAYT SHALOM PO BOX 2713 GREENVILLE NC 27836 NONE EXEMPT GENERAL SUPPORT 12000 DUKE UNIVERSITY PO BOX 90581 DURHAM NC 27708 NONE EXEMPT GENERAL SUPPORT 35000 ECU HEALTH FOUNDATION 690 MEDICAL DRIVE PO BOX 8489 GREENVILLE NC 278358489 NONE EXEMPT GENERAL SUPPORT 110000 FOOD BANK OF EASTERN NC 3808 TARHEEL DRIVE RALEIGH NC 27609 NONE EXEMPT GENERAL SUPPORT 1000 HILLELS OF UNC 210 W CAMERON AVE CHAPEL HILL NC 27516 NONE EXEMPT GENERAL SUPPORT 1500 NC MUSEUM OF ART 2110 BLUE RIDGE ROAD RALEIGH NC 27607 NONE EXEMPT GENERAL SUPPORT 25000 NC MUSEUM OF HISTORY 5 EAST EDENTON STREET RALEIGH NC 27601 NONE EXEMPT GENERAL SUPPORT 2000 NC STATE FOUNDATION CAMPUS 7475 RALEIGH NC 27695 NONE EXEMPT GENERAL SUPPORT 1000 PENLAND SCHOOL OF CRAFTS PO BOX 37 PENLAND NC 28765 NONE EXEMPT GENERAL SUPPORT 2500 TEMPLE BETH OR RALEIGH 5315 CREEDMOOR ROAD RALEIGH NC 27612 NONE EXEMPT GENERAL SUPPORT 2000 THE BRODY FOUNDATION INC 525 MOYE BLVD GREENVILLE NC 27834 NONE EXEMPT GENERAL SUPPORT 251 THE HUN SCHOOL 186 EDGERSTOUNE ROAD PRINCETON NJ 08540 NONE EXEMPT GENERAL SUPPORT 1000 THE NATURE CONSERVANCY 4245 N FAIRFAX DR ARLINGTON VA 22203 NONE EXEMPT GENERAL SUPPORT 1750 222501 0 14 90969 14 13141 18 80619 0 184729 0 184729 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 6513 3256 3257 ACCOLADE INC (ACCD) 136 SHS 1315 558 ADOBE INC (ADBE) 26 SHS 8952 14343 AGILENT TECHNOLOGIES INC (A) 77 SHS 7148 10888 ALIGN TECHNOLOGY INC (ALGN) 36 SHS 7208 8348 ALPHABET INC (GOOG) 172 SHS 4709 29782 ALPHABET INC (GOOGL) 130 SHS 6786 22300 AMAZON COM INC (AMZN) 172 SHS 16805 32161 AMER SPORTS INC COM - AS 591 SHS 7911 6862 AMERICAN INTERNATIONAL GROUP - AIG 183 SHS 12682 14499 AMERIPRISE FINL INC (AMP) 16 SHS 1587 6881 ANALOG DEVICES INC (ADI) 53 SHS 4799 12263 APPLE INC (AAPL) 119 SHS 4688 26428 APPLIED INDL TECHNOLOGIES INC - AIT 10 SHS 1927 2182 ARTISAN INTL VALUE FUND INS (APHKX) 7,839 SHS 321514 396950 ARVINAS INC (ARVN) 9 SHS 338 248 ASCENDIS PHARMA (ASND) 11 SHS 1217 1469 AUTODESK INC - ADSK 51 SHS 11210 12624 AZEK CO INC CL A (AZEK) 45 SHS 648 1661 BA BEUTL GDMAN LRG CAP INST (BVALX) 48,806 SHS 440764 780897 BAKER HUGHES COMPANY - BKR 241 SHS 6518 9332 BANK OF AMERICA CORP (BAC) 220 SHS 5403 8868 BERKSHIRE HATHAWAY INC CL B (BRKB) 76 SHS 10742 33326 BIO TECHNE CORP - TECH 32 SHS 2082 2611 BIOHAVEN LTD COM - BHVN 21 SHS 833 826 BLACKLINE INC (BL) 17 SHS 1049 808 BLACKSTONE GROUP INC (BX) 38 SHS 1349 5402 BLUEPRINT MEDICINES CORP (BPMC) 15 SHS 790 1625 BOOKING HOLDINGS INC (BKNG) 4 SHS 6045 14860 BRIGHT HORIZONS FAMILY SOLUT (BFAM) 53 SHS 3822 6373 BRIGHT HORIZONS FAMILY SOLUT (BFAM) 67 SHS 7393 8057 BROWN ADV GLOBAL LDRS INST (BAFLX) 14,183 SHS 224551 369882 BROWN ADV SM CP FUNDAMENTAL VAL (BIAUX) 8,466 SHS 142825 286665 BROWN ADVISORY EMG MKTS INS (BAFQX) 21,748 SHS 219085 255548 BRUKER CORPORATION (BRKR) 50 SHS 3256 3426 CACTUS INC A (WHD) 16 SHS 623 1010 CANADIAN NATL RY CO (CNI) 80 SHS 7064 9260 CARMAX INC (KMX) 111 SHS 5866 9373 CARRIER GLOBAL CORPORATION (CARR) 184 SHS 5602 12532 CASELLA WASTE SYSTEMS INC A (CWST) 32 SHS 2440 3314 CASEYS GEN STORES INC (CASY) 11 SHS 1856 4266 CCC INTELLIGENT SOLUTIONS HLD COM (CCCS) 339 SHS 3593 3478 CHAMPIONX CORPORATION COM (CHX) 133 SHS 2630 4557 CLARUS CORPORATION - CLAR 102 SHS 1522 616 CLEAR SECURE INC COM CL A (YOU) 80 SHS 1571 1708 CLEARWATER ANALYTICS HLDGS INC CL A - CWAN 29 SHS 505 567 COGENT COMMUNICATIONS HOLDIN - CCOI 31 SHS 1683 2188 CURTISS WRIGHT CORP (CW) 8 SHS 1267 2358 CYTOKINETICS INC - CYTK 32 SHS 2085 1888 DANAHER CORP - DHR 37 SHS 8555 10252 DIGITALBRIDGE GROUP INC CL A COM - DBRG 43 SHS 801 608 DYNATRACE INC (DT) 83 SHS 1892 3645 EASTGROUP PROPERTIES INC - EGP 13 SHS 1991 2431 EDWARDS LIFESCIENCES CORP (EW) 227 SHS 11913 14312 ELEVANCE HEALTH INC - ELV 30 SHS 7875 15961 ENCOMPASS HEALTH CORPORATION - EHC 41 SHS 1979 3811 ENPRO INC - NPO 12 SHS 1670 2051 ENTEGRIS INC - ENTG 24 SHS 2051 2839 ENVESTNET INC - ENV 46 SHS 2244 2851 ESTABLISHMENT LABS HOLDINGS - ESTA 58 SHS 1798 2578 FERGUSON PLC NEW SHS (FERG) 66 SHS 10544 14695 FIRST CTZNS BANCSHARES INC CLASS A (FCNCA) 9 SHS 5863 18789 FIRST WATCH RESTAURANT GROUP I COM - FWRG 28 SHS 396 456 FISERV INC (FI) 106 SHS 12102 17338 FLUOR CORP - FLR 79 SHS 3083 3800 FTI CONSULTING INC - FCN 9 SHS 1607 1962 FULLER H B CO - FUL 40 SHS 2401 3448 GE AEROSPACE - GE 59 SHS 5197 10042 GUIDEWIRE SOFTWARE INC - GWRE 14 SHS 1123 2101 HAEMONETICS CORP MASS COM - HAE 13 SHS 1165 1171 HEALTHEQUITY INC (HQY) 40 SHS 1961 3139 HOULIHAN LOKEY INC (HLI) 6 SHS 564 902 IDEX CORP (IEX) 8 SHS 1083 1668 IMMUNOME INC COM - IMNM 23 SHS 407 354 INARI MED INC (NARI) 44 SHS 1770 2049 INFINERA CORP - INFN 362 SHS 1823 2150 INTUIT INC (INTU) 28 SHS 6306 18126 KADANT INC - KAI 5 SHS 1340 1757 KKR CO INC A (KKR) 292 SHS 6597 36047 LATTICE SEMICONDUCTOR CORP - LSCC 11 SHS 526 583 LIFESTANCE HEALTH GROUP INC COM (LFST) 164 SHS 1062 904 LITTELFUSE INC - LFUS 9 SHS 2174 2404 LOWES CO INC (LOW) 37 SHS 3409 9084 MASTERCARD INC (MA) 77 SHS 14450 35706 MERCK CO INC (MRK) 58 SHS 4195 6562 META PLATFORMS INC - META 9357 34663 METROPOLITAN WEST UNCONSTRAINED BD I (MWCIX) 15,033 SHS 162317 155594 MICOSOFT CORP (MSFT) 135 SHS 13715 56477 MISTER CAR WASH INC COM (MCW) 354 SHS 3120 2690 MSA SAFETY INC - MSA 16 SHS 1978 3018 MUELLER WTR PRODS INC (MWA) 82 SHS 1061 1696 NEOGENOMICS INC - NEO 192 SHS 1700 3404 NEUROCRINE BIOSCIENCES INC - NBIX 27 SHS 2600 3822 NOMAD FOODS LTD (NOMD) 493 SHS 8291 9421 OCEANEERING INTERNATIONAL INC - OII 70 SHS 1670 2101 ORTHOPEDIATRICS CORP - KIDS 36 SHS 1472 1108 PHREESIA INC - PHR 152 SHS 2981 3792 POWER INTEGRATIONS INC - POWI 23 SHS 1673 1680 PROGRESSIVE CORP (PGR) 59 SHS 6902 12633 PROS HOLDINGS INC - PRO 68 SHS 1823 1639 PROSPERITY BANCSHARES INC - PB 67 SHS 4586 4859 QUAKER CHEM CORP - KWR 12 SHS 1675 2179 RENTOKIL INITIAL PLC SP A D R (RTO) 93 SHS 2828 2883 SBA COMMUNICATIONS CORP (SBAC) 33 SHS 5595 7245 SI BONE INC - SIBN 95 SHS 1245 1444 SIMPLY GOOD FOODS COMPANY - SMPL 15 SHS 552 509 SITEONE LANDSCAPE SUPPLY INC (SITE) 11 SHS 762 1613 SITIME CORP (SITM) 15 SHS 1434 2129 SPDR S&P BIOTECH (XBI) 41 SHS 3293 4061 SPX TECHNOLOGIES INC COM - SPXC 9 SHS 715 1328 SUNCOR ENERGY INC (SU) 388 SHS 8075 15489 T MOBILE US INC (TMUS) 59 SHS 7351 10755 TAIWAN SEMICONDUCTOR ADR (TSM) 164 SHS 6009 27191 TAKE-TWO INTERACTIVE SOFTWARE INC - TTWO 16 SHS 2123 2408 TJX COMPANIES INC (TJX) 113 SHS 5691 12771 TOPBUILD CORP - BLD 3 SHS 513 1436 UBER TECHNOLOGIES INC (UBER) 152 SHS 6958 9799 UNITED RENTALS INC (URI) 26 SHS 2629 19685 UNITEDHEALTH GROUP INC (UNH) 52 SHS 6901 29960 VALMONT INDS INC - VMI 15 SHS 3356 4475 VAXCYTE INC COM - PCVX 11 SHS 829 868 VISA INC CLASS A SHARES (V) 130 SHS 17104 34537 VOYA INTERMEDIATE BOND I - IICIX 56,285 SHS 491524 494751 WASTE CONNECTIONS INC (WCN) 41 SHS 3048 7289 WEX INC (WEX) 13 SHS 1827 2385 WOODWARD INC - WWD 14 SHS 1282 2184 WORKIVA INC (WK) 20 SHS 1393 1475 ZURN ELKAY WATER SOLUTIONS - ZWS 67 SHS 1848 2175 BROWN ADVISORY PRIVATE INCOME - PARTNERS 3 TE LLLP AT COST 73651 76863 BROWN ADVISORY PRIVATE INCOME - PARTNERS 4 TE LLLP AT COST 82815 84986 BROWN ADVISORY PRIVATE INCOME - PARTNERS 5 TE LLLP AT COST 26714 26667 BROWN ADVISORY PRIVATE INCOME - PARTNERS II TE LLLP AT COST 129148 135383 BROWN ADVISORY PRIVATE INCOME - PARTNERS TE LLLP AT COST 141762 141846 BROWN ADVISORY REP II LLLP AT COST 76954 94081 HEDGED U.S EQUITY MANAGERS AT COST 225979 319705 HUDSON BAY INVESTMENT AT COST 250000 250000 VIKING LONG FUND 97MSC8LT5 - CLASS 1 TAX-EXEMPT 968 SHS AT COST 250000 350891 OTHER DEDUCTIONS FROM BA ADVISORY PRIVATE INCOME PARTNERS I (TE) LLLP 2317 2317 0 OTHER DEDUCTIONS FROM BA ADVISORY REAL ESTATE PARTNERS II (QP) LLLP 1316 1316 0 OTHER DEDUCTIONS FROM BA ADVISORY PRIVATE INCOME PARTNERS II (TE) LLLP 3626 3626 0 BANK FEES 120 120 0 OTHER DEDUCTIONS FROM BA ADVISORY PRIVATE INCOME PARTNERS 3 (TE) LLLP 1523 1523 0 OTHER DEDUCTIONS FROM BA ADVISORY PRIVATE INCOME PARTNERS 4 (TE) LLLP 729 729 0 OTHER DEDUCTIONS FROM BA ADVISORY PRIVATE INCOME PARTNERS 5 (TE) LLLP 160 160 0 ORDINARY INCOME FROM BA PRIVATE INCOME PARTNERS I (TE) LLLP K-1 1042 1042 1042 ORDINARY INCOME FROM BA PRIVATE INCOME PARTNERS II (TE) LLLP K-1 1636 1636 1636 ORDINARY INCOME FROM BA REAL ESTATE PARTNERS 5 LLLP K-1 16 16 16 ORDINARY INCOME FROM BA REAL ESTATE PARTNERS II LLLP K-1 -425 -425 -425 OTHER PORTFOLIO INCOME - BA PRIVATE INCOME PARTNERS 3 (TE) LLLP K-1 111 111 111 OTHER PORTFOLIO INCOME - BA PRIVATE INCOME PARTNERS 4 (TE) LLLP K-1 155 155 155 OTHER PORTFOLIO INCOME - BA PRIVATE INCOME PARTNERS II (TE) LLLP K-1 7850 7850 7850 ROYALTIES - BA PRIVATE INCOME PARTNERS II (TE) LLLP K-1 1903 1903 1903 OTHER INCOME - BROWN ADVISORY X8372 148 148 148 TAX REFUND 705 0 705 BROKERAGE FEES 18673 18673 0 FOREIGN TAXES 301 301 0