2026-03-31T16:14:32-05:00 2025-12-31 541631262 KEITER STEPHENS HURST GARY & SHREAVES 4401 DOMINION BLVD GLEN ALLEN VA 23060 990PF 2025-01-01 851147262 JASON AND JAIME BROWN FAMILY FOUNDATION JASO 5612290000 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 G WILLIAM MECKERT SECRETARY/TREASURER 5612290000 2026-03-27 1 JOHN MURRAY P01268489 8047470000 2026-03-27 2025 2025-03-06 01:10:19Z X 918509 X 250548 10706 10706 237910 269775 237910 499164 248616 0 0 0 2150 0 2150 148 0 148 3747 201 0 6045 201 2298 10000 20000 16045 201 22298 483119 248415 1620 29674 29674 1695 122 122 5000 5000 576872 883713 883713 580187 918509 918509 10000 10000 0 X 570187 918509 570187 918509 580187 918509 570187 483119 100424 1153730 235221 918509 ISHARES MSCI EAFE ETF D 3665 3606 59 59 SPDR S&P 500 ETF TRUST D 2411 2396 15 15 ISHARES MSCI EAFE ETF D 1802 1724 78 78 ISHARES RUSSELL 2000 ETF D 872 967 -95 -95 SPDR S&P 500 ETF TRUST D 7819 7786 33 33 CREDO TECHNOLOGY GROUP HOLDING D 19802 1189 18613 18613 GE VERNOVA LLC D 2278 155 2123 2123 IONQ INC D 12963 892 12071 12071 PALANTIR TECHNOLOGIES D 71538 2526 69012 69012 POWELL INDUSTRIES D 348 23 325 325 STERLING INFRASTRUCTURE D 17996 1134 16862 16862 NVIDIA CORPORATION D 6601 487 6114 6114 NVIDIA CORPORATION D 121680 8980 112700 112700 237910 3453 0 3453 0 3453 3540 0 0 0 3540 0 87 87 0 0 0 0 0 0 0 0 0 0 0 0 1 VA 1 0 1 0 0 1 N/A ELIZABETH STEVENS 5612290000 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JAIME M BROWN 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 PRESIDENT 1.00 0 0 0 JASON A BROWN 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 VICE PRESIDENT 1.00 0 0 0 SHELLEY B RABHAN 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 DIRECTOR 1.00 0 0 0 G WILLIAM MECKERT 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 SECRETARY/TREASURER 1.00 0 0 0 NONE 0 NONE 0 0 619822 24762 0 644584 0 0 644584 9669 634915 31746 31746 3453 3453 28293 0 28293 0 28293 22298 0 22298 28293 0 0 17500 170779 177440 191076 15097 571892 22298 0 0 0 22298 0 5995 5995 565897 0 0 0 0 0 0 11505 554392 170779 177440 191076 15097 X DANA-FABER CANCER INSTITUTE 10 BROOKLINE PLACE WEST 6TH FLOOR BROOKLINE MA 024457226 NONE PC GENERAL PURPOSES 10000 LEUKEMIA & LYMPHOMA SOCIETY 1201 15TH STREET NW SUITE 140 WASHINGTON DC 20005 NONE PC GENERAL PURPOSES 10000 20000 0 14 10706 18 237910 0 248616 0 248616 0 0 0 0 0 0 0 0 0 0 X X 1 JASON A BROWN 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 125119 X 2 JASON A BROWN 7108 FAIRWAY DRIVE SUITE 150 PALM BEACH GARDENS FL 33418 125095 X 1 395 SHS PTLR135 SHS CRDO50 SHS STRL225 SHS IONQ4 SHS GEV1 SHS POWL 125119 2025-10-21 2 719 SHS NVDA 125095 2025-12-18 ACCOUNTING FEES 2150 0 2150 ISHARES RUSSELL 2000 ETF 68925 68925 ISHARES MSCI EAFE ETF 132522 132522 SPDR S&P 500 ETF TRUST 682266 682266 BOOK TAX DIFFERENCE IN REALIZED GAINS/LOSSES 235221 UNREALIZED GAIN/LOSS 100424 CORPORATE COMPLIANCE FEES 148 0 148 JASON BROWN 7108 FAIRWAY DRIVE SUITE150 PALM BEACH GARDENS FL 33418 FOREIGN TAXES 201 201 0 EXCISE TAX 3546 0 0