2026-06-02T11:19:22-05:00 2025-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990PF 2025-01-01 263797390 MORRIS FAMILY FOUNDATION C/O B WISTAR MORRIS MORR 7576257670 1004 LOCUST AVENUE CHARLOTTESVILLE VA 22901 B WISTAR MORRIS DIRECTOR 7576257670 2026-06-02 1 VIRGINIA GRAEF P01241644 8047470000 2026-06-02 2025 2025-03-06 01:10:19Z X 1001204 X X 19748 19748 79395 141654 79395 99143 99143 0 0 0 1550 775 775 1507 356 0 1718 1718 0 4775 2849 775 157500 157500 162275 2849 158275 -63132 96294 217781 218493 218493 757945 695686 782711 975726 914179 1001204 0 0 X 1000000 1000000 0 0 -24274 -85821 975726 914179 975726 914179 975726 -63132 1585 914179 0 914179 643 SHS BROWN ADVISORY EMRG MRKTS SELECT INSTL P 2021-12-06 2025-07-21 8500 7595 905 905 520 SHS BROWN ADVISORY GLOBAL LEADERS INSTL P 2021-12-06 2025-07-21 15500 11949 3551 3551 256 SHS BROWN ADVISORY SUSTAIN GROWTH INST P 2021-12-06 2025-07-21 15000 12709 2291 2291 179 SHS CALVERT SMALL CAP CL I P 2021-12-06 2025-07-21 6500 6685 -185 -185 469 SHS DFA INTERNATIONAL SUSTAIN CORE 1 PORT P 2021-12-06 2025-07-21 7000 6067 933 933 852 SHS DOUBLELINE TOTAL RETURN BOND FD CL I P 2023-05-12 2025-07-21 7500 7671 -171 -171 155 SHS PARNASSUS CORE EQUITY INSTL P 2021-12-06 2025-07-21 10000 9583 417 417 CAPITAL GAINS DIVIDENDS P 71654 71654 71654 79395 1338 0 1338 0 1338 680 0 2210 0 2890 0 1552 1552 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A BROWN ADVISORY 7576257670 101 WEST MAIN STREET SUITE 700 NORFOLK VA 23510 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ANNA J MORRIS 3400 MADISON AVENUE GREENSBORO NC 27403 DIRECTOR, SECRETARY, VICE PRESIDENT 0.00 0 0 0 B WISTAR MORRIS III 1004 LOCUST AVENUE CHARLOTTESVILLE VA 22901 DIRECTOR, TREASURER, VICE PRESIDENT 0.00 0 0 0 NONE 0 NONE 0 0 848784 200821 0 1049605 0 0 1049605 15744 1033861 51693 51693 1338 1338 50355 0 50355 0 50355 158275 0 158275 50355 0 0 166782 41314 40043 84362 42236 374737 158275 0 0 0 50355 107920 0 0 482657 0 0 0 0 0 0 166782 315875 41314 40043 84362 42236 107920 X CARDINAL PRODUCTIONS PO BOX 4455 ROANOKE VA 24015 NONE NC GENERAL OPERATING PURPOSES 5000 COMING TOGETHER VIRGINIA 3601 SEMINARY AVENUE RICHMOND VA 23227 NONE NC MEADOW FAMILIES LINKED DESCENDANTS 5000 COMMUNITY FOUNDATION OF GREATER RICHMOND 3409 MOORE STREET RICHMOND VA 23230 NONE NC FOR THE AMANDLA FUND 5000 MUSTARD SEED COMMUNITY HEALTH 232 S ENGLISH STREET UNIT D GREENSBORO NC 27401 NONE NC GENERAL OPERATING PURPOSES 7500 NORTH CAROLINA JUSTICE CENTER 224 S DAWSON STREET RALEIGH NC 27601 NONE NC GENERAL OPERATING PURPOSES 7500 PLANNED PARENTHOOD SOUTH ATLANTIC 100 SOUTH BOYLAN AVENUE RALEIGH NC 27603 NONE NC GENERAL OPERATING PURPOSES 10000 ACLU FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 NONE NC GENERAL OPERATING PURPOSES 20000 LAMBDA LEGAL 120 WALL STREET 19TH FLOOR NEW YORK NY 10005 NONE NC GENERAL OPERATING PURPOSES 10000 COMMITTEE TO PROTECT JOURNALISTS PO BOX 2675 NEW YORK NY 10108 NONE NC GENERAL OPERATING PURPOSES 10000 NATIONAL IMMIGRANT JUSTICE CENTER 111 W JACKSON BLVD SUITE 800 CHICAGO IL 60604 NONE NC GENERAL OPERATING PURPOSES 10000 DEMOCRACY FORWARD PO BOX 34553 WASHINGTON DC 20043 NONE NC GENERAL OPERATING PURPOSES 20000 REPORTERS COMMITTEE FOR FREEDOM OF THE PRESS PO BOX 34176 WASHINGTON DC 20043 NONE NC GENERAL OPERATING PURPOSES 20000 POISE FOUNDATION 603 STANWIX ST 1700 PITTSBURGH PA 15222 NONE NC MEADOW FAMILIES SCHOLARSHIP FUND 10000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE NC GENERAL OPERATING PURPOSES 5000 CHURCH WORLD SERVICE GREENSBORO 330 S GREENE ST SECOND FLOOR GREENSBORO NC 27401 NONE NC GENERAL OPERATING PURPOSES 2500 RICHMOND HILL 2209 E GRACE ST RICHMOND VA 23223 NONE NC THE DWELLING PROJECT 2500 LIFE ANEW RESTORATIVE JUSTICE PO BOX 16680 AUSTIN TX 78761 NONE NC GENERAL OPERATING PURPOSES 2500 CASA NC 624 W JONES ST RALEIGH NC 27603 NONE NC GENERAL OPERATING PURPOSES 2500 CHRIS LONG FOUNDATION 100 S BRENTWOOD BLVD SUITE 500 CLAYTON MO 63105 NONE NC KILIMANJARO CLIMB IN HONOR OF WARREN BUFORD 2500 157500 0 14 19748 18 79395 0 99143 0 99143 1 NOT APPLICABLE 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 1550 775 775 OTHER ASSETS 757945 695686 782711 MANAGEMENT FEES 1718 1718 0 TIMING DIFFERENCES 1585 FOREIGN TAXES PAID 356 356 0 US TAX PAYMENTS 1151 0 0