2024-05-14T14:15:13-05:00 2023-12-31 571157523 APRIO LLP 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990PF 2023-01-01 271008331 THE MCMUNN FAMILY FOUNDATION C/O DAVID MCMUNN MCMU 7034816100 40936 SPECTACULAR BID PLACE LEESBURG VA 20176 DAVID J MCMUNN PRESIDENT 7034816100 2024-05-13 1 DAVID MCMUNN 999009999 1 ANGELA M CHANEY CPA P01353189 3012316200 2024-05-13 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 2063506 X X 9062 9062 29419 29419 19037 498178 19037 57518 57518 0 0 0 8820 5000 4400 17137 17137 0 493 468 0 100 0 100 26550 22605 4500 79500 79500 106050 22605 84000 -48532 34913 82467 149307 149307 747723 673153 849594 480619 442145 549052 486163 483835 515553 1796972 1748440 2063506 0 0 X 0 0 0 0 1796972 1748440 1796972 1748440 1796972 1748440 1796972 -48532 0 1748440 0 1748440 AMERICAN ENTERPRISE INVESTMENT SERVICES #8462 P 2023-01-01 2023-12-31 48534 48814 -280 -280 AMERICAN ENTERPRISE INVESTMENT SERVICES #8462 P 2022-01-01 2023-12-31 96034 98930 -2896 -2896 AMERICAN ENTERPRISE INVESTMENT SERVICES #8303 P 2022-01-01 2023-12-31 29994 33114 -3120 -3120 AMERICAN ENTERPRISE INVESTMENT SERVICES #3805 P 2023-01-01 2023-12-31 13884 13984 -100 -100 AMERICAN ENTERPRISE INVESTMENT SERVICES #3805 P 2022-01-01 2023-12-31 118743 105202 13541 13541 AMERICAN ENTERPRISE INVESTMENT SERVICES #5531 P 2023-01-01 2023-12-31 7408 7550 -142 -142 AMERICAN ENTERPRISE INVESTMENT SERVICES #5531 P 2022-01-01 2023-12-31 65095 72479 -7384 -7384 AMERICAN ENTERPRISE INVESTMENT SERVICES #5531 P 2022-01-01 2023-12-31 1378 1417 -39 -39 RAYMOND JAMES#9991 P 2023-01-01 2023-12-31 1911 1975 -64 -64 RAYMOND JAMES#9991 P 2022-01-01 2023-12-31 114288 95676 18612 18612 CAPITAL GAINS DIVIDENDS P 909 909 909 19037 485 0 485 0 485 500 0 0 0 500 0 15 15 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A THE FOUNDATION 7034816100 40936 SPECTACULAR BID PLACE LEESBURG VA 20176 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID J MCMUNN 40936 SPECTACULAR BID PLACE LEESBURG VA 20176 PRESIDENT 1.00 0 0 0 SUSAN F MCMUNN 40936 SPECTACULAR BID PLACE LEESBURG VA 20176 SECRETARY 1.00 0 0 0 NONE 0 NONE 0 0 1948003 116596 0 2064599 0 0 2064599 30969 2033630 101682 101682 485 485 101197 0 101197 0 101197 84000 0 84000 101197 18326 0 0 84000 18326 0 0 65674 0 0 0 0 0 0 0 0 35523 0 0 0 DAVID J MCMUNN SUSAN F MCMUNN X AMERICAN RED CROSS 430 17TH ST NW WASHINGTON DC 20006 NONE PC GENERAL OPERATING SUPPORT 1000 AMERICARES 88 HAMILTON AVE STAMFORD CT 06902 NONE PC GENERAL OPERATING SUPPORT 5000 BLUE RIDGE AREA FOOD BANK 96 LAUREN HILL RD VERONA VA 24482 NONE PC GENERAL OPERATING SUPPORT 1036 BOULDER CREST FOUNDATION 18370 BLUEMONT VILLAGE LN BLUEMONT VA 20135 NONE PC GENERAL OPERATING SUPPORT 1000 CANINE COMPANIONS FOR INDEPENDENCE 286 MIDDLE ISLAND RD MEDFORD NY 11763 NONE PC GENERAL OPERATING SUPPORT 1000 CAPITAL CARING HEALTH 3180 FAIRVIEW PARK DRIVE FALLS CHURCH VA 22042 NONE PC GENERAL OPERATING SUPPORT 250 CATCH A LIFT 2066 YORK RD 205A TIMONIUM MD 21093 NONE PC GENERAL OPERATING SUPPORT 2000 CHRISTOPHER NEWPORT UNIVERSITY 1 AVENUE OF THE ARTS NEWPORT NEWS VA 23606 NONE PC GENERAL OPERATING SUPPORT 1000 GEORGE MASON UNIVERSITY 4400 UNIVERSITY DR FAIRFAX VA 22030 NONE PC GENERAL OPERATING SUPPORT 2000 GUIDING EYES FOR THE BLIND 611 GRANITE SPRINGS RD YORKTOWN HEIGHTS NY 10598 NONE PC GENERAL OPERATING SUPPORT 3000 LEESBURG VOLUNTEER FIRE CO 215 LOUDOUN ST SW LEESBURG VA 20175 NONE PC GENERAL OPERATING SUPPORT 100 LOUDOUN HUNGER RELIEF 750 MILLER DR SE A1 LEESBURG VA 20175 NONE PC GENERAL OPERATING SUPPORT 3000 LOUDOUN LITERACY COUNCIL 46175 WESTLAKE DR STE 450 POTOMAC FALLS VA 20165 NONE PC GENERAL OPERATING SUPPORT 1000 LOUDOUN THERAPEUTIC RIDING 41793 TUTT LN LEESBURG VA 20176 NONE PC GENERAL OPERATING SUPPORT 12010 MORVEN PARK 17195 SOUTHERN PLANTER LANE LEESBURG VA 20176 NONE PC GENERAL OPERATING SUPPORT 5000 NATIONAL GEOGRAPHIC SOCIETY 1145 17TH ST NW WASHINGTON DC 20036 NONE PC GENERAL OPERATING SUPPORT 5000 NAVAL INSTITUTE FOUNDATION 291 WOOD RD ANNAPOLIS MD 21402 NONE PC GENERAL OPERATING SUPPORT 1500 NAVAL INTELLIGENCE PROFESSIONALS PO BOX 11579 BURKE VA 22009 NONE PC GENERAL OPERATING SUPPORT 2000 NAVY SEAL FOUNDATION 1619 D ST VIRGINIA BEACH VA 23455 NONE PC GENERAL OPERATING SUPPORT 1000 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 20090 NONE PC GENERAL OPERATING SUPPORT 500 PUPPIES BEHIND BARS 263 W 38TH ST 4TH NEW YORK NY 10018 NONE PC GENERAL OPERATING SUPPORT 1000 SAINT VINCENT COLLEGE 300 FRASER PURCHASE RD LATROBE PA 15650 NONE PC GENERAL OPERATING SUPPORT 1500 SALVATION ARMY 10 CARDINAL PARK DR SE LEESBURG VA 20175 NONE PC GENERAL OPERATING SUPPORT 1000 SMILE TRAIN 633 THIRD AVENUE NEW YORK NY 10017 NONE PC GENERAL OPERATING SUPPORT 1000 THE NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVE SUITE 100 ARLINGTON VA 22203 NONE PC GENERAL OPERATING SUPPORT 5000 US NAVY MEMORIAL 701 PENNSYLVANIA AVE NW WASHINGTON DC 20004 NONE PC GENERAL OPERATING SUPPORT 2000 USO PO BOX 96860 WASHINGTON DC 20077 NONE PC GENERAL OPERATING SUPPORT 500 VIETNAM VETERANS MEMORIAL FUND 1235 SOUTH CLARK STREET SUITE 910 ARLINGTON VA 22202 NONE PC GENERAL OPERATING SUPPORT 1000 WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 NONE PC GENERAL OPERATING SUPPORT 5000 WIKIMEDIA FOUNDATION 1 MONTGOMERY ST SUITE 1600 SAN FRANCISCO CA 94104 NONE PC GENERAL OPERATING SUPPORT 104 WOLFTRAP FOUNDATION 1645 TRAP RD VIENNA VA 22182 NONE PC GENERAL OPERATING SUPPORT 6000 NAVY MARINE CORPS RELIEF SOCIETY 875 N RANDOLPH STREET SUITE 225 ARLINGTON VA 22203 NONE PC GENERAL OPERATING SUPPORT 1500 LOUDOUN WILDLIFE CONSERVANCY 17638 OLD WATERFORD ROAD LEESBURG VA 20176 NONE PC GENERAL OPERATING SUPPORT 1000 LOUDOUN CARES 8 S ST SW LEESBURG VA 20175 NONE PC GENERAL OPERATING SUPPORT 500 HUMANE SOCIETY OF LOUDOUN PO BOX 777 LEESBURG VA 20178 NONE PC GENERAL OPERATING SUPPORT 100 FRIEND OF HOMELESS ANIMALS VIRGINIA 39710 GOODPUPPY LN ALDIE VA 20105 NONE PC GENERAL OPERATING SUPPORT 500 OXFAM 1101 17TH ST NW SUITE 1300 WASHINGTON DC 20036 NONE PC GENERAL OPERATING SUPPORT 500 AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS 424 E 92ND ST NEW YORK NY 10128 NONE PC GENERAL OPERATING SUPPORT 100 HORSES AND HUMANS RESEARCH FOUNDATION PO BOX 23367 CHAGRIN FALLS OH 44022 NONE PC GENERAL OPERATING SUPPORT 100 PENNSYLVANIA STATE UNIVERSITY 116 OLD MAIN UNIVERSITY PARK PA 16802 NONE PC GENERAL OPERATING SUPPORT 500 CENTRAL CATHOLIC 2550 CHERRY STREET TOLEDO OH 43608 NONE PC GENERAL OPERATING SUPPORT 1200 GEORGETOWN UNIVERSITY 800 17TH STREET NW WASHINGTON DC 20006 NONE PC GENERAL OPERATING SUPPORT 1000 79500 0 14 9062 14 29419 14 19037 0 57518 0 57518 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION AND ACCOUNTING FEES 8820 5000 4400 AMERIPRISE 8462 259951 257524 RAYMOND JAMES - 9991 129444 135893 RAYMOND JAMES - 7985 52750 155635 RAYMOND JAMES 9991 146017 208603 AMERIPRISE 3805 409001 528061 AMERIPRISE 5531 105818 101584 AMERIPRISE 8303 12317 11346 MA HAGERMAN BREWING COMPANY AT COST 468090 468090 ENTERPRISE PRODUCT PARTNERS AT COST 3996 23870 BROOKFIELD PROPERTY PARTNERS AT COST 9678 21507 INVESCO DB US DOLLAR INDEX BULLISH AT COST 2071 2086 MISC EXPENSE 100 0 100 INVESTMENT MANAGEMENT FEES 17137 17137 0 FOREIGN TAX - RAYMOND JAMES 9991 181 181 0 FOREIGN TAX - AMERICAN ENTERPRISE 5531 23 23 0 FOREIGN TAX - AMERICAN ENTERPRISE 3805 264 264 0 VIRGINIA STATE CORPORATION COMMISSION REGISTRATION FEE 25 0 0