2025-05-20T15:33:35-05:00 2024-12-31 582487348 APRIO ADVISORY GROUP LLC 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990PF 2024-01-01 271008331 THE MCMUNN FAMILY FOUNDATION C/O DAVID MCMUNN MCMU 7034816100 40936 SPECTACULAR BID PLACE LEESBURG VA 20176 DAVID J MCMUNN PRESIDENT 7034816100 2025-05-20 1 0 ANGELA M CHANEY CPA P01353189 3012316200 2025-05-20 2024 2025-03-06 01:10:19Z X 2197167 X X 21727 21727 24752 24752 69454 491314 69454 115933 115933 0 0 0 9300 4650 4650 11040 11040 0 425 403 0 20765 16093 4650 100767 100767 121532 16093 105417 -5599 99840 149307 28033 28033 673153 901951 1252353 442145 314339 422866 483835 498518 493915 1748440 1742841 2197167 0 0 X 0 0 0 0 1748440 1742841 1748440 1742841 1748440 1742841 1748440 -5599 0 1742841 0 1742841 AMERIPRISE 0034 2022-01-01 2024-12-31 14668 8534 6134 6134 AMERIPRISE 0034 2024-01-01 2024-12-31 3202 2880 322 322 RAYMOND JAMES 9991 2024-01-01 2024-12-31 30844 19835 11009 11009 RAYMOND JAMES 9991 2022-01-01 2024-12-31 89215 68950 20265 20265 AMERIPRISE 8462 2024-01-01 2024-12-31 78625 78536 89 89 AMERIPRISE 8462 2022-01-01 2024-12-31 71445 75164 -3719 -3719 AMERIPRISE 8303 2022-01-01 2024-12-31 11761 12317 -556 -556 AMERIPRISE 3805 2024-01-01 2024-12-31 27232 25314 1918 1918 AMERIPRISE 3805 2022-01-01 2024-12-31 132102 99683 32419 32419 AMERIPRISE 5531 2024-01-01 2024-12-31 995 959 36 36 AMERIPRISE 5531 2022-01-01 2024-12-31 29120 29688 -568 -568 CAPITAL GAINS DIVIDENDS P 2105 2105 2105 69454 1388 0 1388 0 1388 15 0 0 0 15 27 1400 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 938779 38494 0 977273 0 0 977273 14659 962614 48131 48131 1388 1388 46743 0 46743 0 46743 105417 0 105417 46743 35523 0 0 105417 35523 0 0 46743 23151 0 0 23151 0 0 0 0 0 0 0 23151 23151 DAVID J MCMUNN SUSAN F MCMUNN X AARP 601 E STREET NW WASHINGTON DC 20049 NONE PC GENERAL OPERATING SUPPORT 100 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 ASPCA 424 E 92ND ST NEW YORK NY 10128 NONE PC GENERAL OPERATING SUPPORT 500 BOULDER CREST FOUNDATION 18370 BLUEMONT VILLAGE LN BLUEMONT VA 20135 NONE PC GENERAL OPERATING SUPPORT 1049 CATCH A LIFT 2066 YORK RD 205A TIMONIUM MD 21093 NONE PC GENERAL OPERATING SUPPORT 1000 DOCTORS WITHOUT BORDERS 40 RECTOR ST 16TH FL NEW YORK NY 10006 NONE PC GENERAL OPERATING SUPPORT 1000 ENVIRONMENTAL DEFENSE FUND 257 PARK AVENUE SOUTH NEW YORK NY 10010 NONE PC GENERAL OPERATING SUPPORT 5000 FRIEND OF HOMELESS ANIMALS VIRGINIA 39710 GOODPUPPY LN ALDIE VA 20105 NONE PC GENERAL OPERATING SUPPORT 500 GEORGE C MARSHALL INTERNATIONAL CENTER 312 E MARKET ST STE C LEESBURG VA 20176 NONE PC 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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 NATIONAL PARKS CONSERVATION ASSOSCIATION 777 6TH STREET NW SUITE 700 WASHINGTON DC 20001 NONE PC GENERAL OPERATING SUPPORT 100 NAVAL INSTITUTE FOUNDATION 291 WOOD RD ANNAPOLIS MD 21402 NONE PC GENERAL OPERATING SUPPORT 5000 NAVAL INTELLIGENCE PROFESSIONALS PO BOX 11579 BURKE VA 22009 NONE PC GENERAL OPERATING SUPPORT 2000 NAVY MARINE CORPS RELIEF SOCIETY 875 N RANDOLPH STREET SUITE 225 ARLINGTON VA 22203 NONE PC GENERAL OPERATING SUPPORT 1500 NAVY SEAL FOUNDATION 1619 D ST VIRGINIA BEACH VA 23455 NONE PC GENERAL OPERATING SUPPORT 3000 PENNSYLVANIA STATE UNIVERSITY 116 OLD MAIN UNIVERSITY PARK PA 16802 NONE PC GENERAL OPERATING SUPPORT 1030 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 20090 NONE PC GENERAL OPERATING SUPPORT 2000 PUPPIES BEHIND BARS 263 W 38TH ST 4TH NEW YORK NY 10018 NONE PC GENERAL OPERATING SUPPORT 500 SAINT VINCENT COLLEGE 300 FRASER PURCHASE RD LATROBE PA 15650 NONE PC GENERAL OPERATING SUPPORT 3203 SALVATION ARMY 10 CARDINAL PARK DR SE LEESBURG VA 20175 NONE PC GENERAL OPERATING SUPPORT 1400 SMILE TRAIN 633 THIRD AVENUE NEW YORK NY 10017 NONE PC GENERAL OPERATING SUPPORT 500 SPECIAL OLYMPICS PENNSYLVANIA 2570 BLVD OF THE GENERALS STE 124 NORRISTOWN PA 19403 NONE PC GENERAL OPERATING SUPPORT 500 THE IIIBS FOUNDATION 41536 SPRINGVALLEY LANE LEESBURG VA 20175 NONE PC GENERAL OPERATING SUPPORT 500 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 1003 VIETNAM VETERANS MEMORIAL FUND 1235 SOUTH CLARK STREET SUITE 910 ARLINGTON VA 22202 NONE PC GENERAL OPERATING SUPPORT 2000 WAMUORG - NPR 1111 NORTH CAPITOL STREET NE WASHINGTON DC 20002 NONE PC GENERAL OPERATING SUPPORT 150 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 WILLING WARRIORS 16013 WATERFALL ROAD HAYMARKET VA 20169 NONE PC GENERAL OPERATING SUPPORT 2000 WOLFTRAP FOUNDATION 1645 TRAP RD VIENNA VA 22182 NONE PC GENERAL OPERATING SUPPORT 6000 100767 0 14 21727 14 24752 18 69454 0 115933 0 115933 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION AND ACCOUNTING FEES 9300 4650 4650 AMERIPRISE 8462 261476 274056 RAYMOND JAMES - 7985 52863 148810 RAYMOND JAMES 9991 420842 622484 AMERIPRISE 5531 104480 112758 AMERIPRISE 8303 4166 4166 AMERIPRISE 0034 372449 512931 AMERIPRISE 4671 14 14 MA HAGERMAN BREWING COMPANY AT COST 466988 466988 ENERGY TRANSFER PARTNERS AT COST 18049 13446 BROOKFIELD PROPERTY PARTNERS AT COST 10672 10672 INVESCO DB US DOLLAR INDEX BULLISH AT COST 2809 2809 INVESTMENT MANAGEMENT FEES 11040 11040 0 FOREIGN TAX - RAYMOND JAMES 9991 244 244 0 FOREIGN TAX - AMERICAN ENTERPRISE 5531 22 0 0 FOREIGN TAX - AMERICAN ENTERPRISE 3805 147 147 0 FOREIGN TAX - AMERICAN ENTERPRISE 0034 12 12 0