2024-11-13T08:03:03-06:00 2023-12-31 582487348 APRIO ADVISORY GROUP LLC 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990PF 2023-01-01 526560157 SUNRISE CHARITABLE FOUNDATION TRUST C/O ANTOINE VAN AGTMAEL SUNR 3012294078 7906 SPRINGER ROAD BETHESDA MD 20817 ANTOINE VAN AGTMAEL TRUSTEE 3012294078 2024-11-12 1 1 ALISON J OLSEN CPA P01263064 3012316200 2024-11-12 2023 2024-10-15 13:58:12Z X 44014731 X 195750 1170230 1162839 6543046 30590168 6570694 82208 0 7991234 7733533 0 0 0 5380 0 0 20161 20161 0 224388 35834 0 249929 55995 0 1979400 1979400 2229329 55995 1979400 5761905 7677538 1051881 90861 90861 10314 1912 10314 10314 20039756 2206654 4772815 11797937 36211813 38892665 253750 253749 248076 33145236 38773391 44014731 133750 133750 0 X 258250 258250 0 0 32753236 38515141 33011486 38773391 33145236 38773391 33011486 5761905 0 38773391 0 38773391 PUBLICLY TRADED SECURITIES 30555960 23994951 6561009 6561009 PUBLICLY TRADED SECURITIES 25000 24523 477 477 CAPITAL GAINS DIVIDENDS P 9208 9208 9208 6570694 106718 0 106718 0 106718 126553 0 0 0 126553 X 0 19835 19835 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A ANTOINE VAN AGTMAEL 3012294078 7906 SPRINGER RD BETHESDA MD 20817 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 ANTOINE VAN AGTMAEL 7906 SPRINGER ROAD BETHESDA MD 20817 TRUSTEE 1.00 0 0 0 EMILY VAN AGTMAEL 7906 SPRINGER ROAD BETHESDA MD 20817 TRUSTEE 0.50 0 0 0 NONE 0 NONE 0 0 41411121 1023260 248076 42682457 0 0 42682457 640237 42042220 2102111 2102111 106718 106718 1995393 0 1995393 0 1995393 1979400 0 1979400 1995393 0 0 245032 780359 1025391 1979400 0 0 0 1979400 0 15993 15993 1009398 0 0 0 0 0 0 0 1009398 229039 780359 ANTOINE VAN AGTMAEL EMILY VAN AGTMAEL X BOSTON SYMPHONY ORCHESTRA 301 MASSACHUSETTS AVENUE BOSTON MA 02115 ADVISORY BOARD MEMBER PC TANGLEWOOD ANNUAL FUND 25000 BROOKINGS INSTITUTE 1775 MASSACHUSETTS AVE NW WASHINGTON DC 20036 FIDUCIARY BOARD MEMBER PC PRESIDENT'S INITIATIVE, AI TECHNOLOGY INITIATIVE, BROOKINGS METRO 200000 COLLEGIATE DIRECTIONS INC 4827 RUGBY AVENUE SUITE 001 BETHESDA MD 20814 NONE PC COLLEGE COUNSELING SERVICES 10000 FAIR OBSERVER 237 HAMILTON AVE MOUNTAIN VIEW CA 94043 NONE PC GENERAL USE 20000 JEFFREY CROSIER UNIVERSITY OF MASSA 360 CAMPUS CENTER WAY AMHERST MA 01003 NONE I KAUFMAN-BAKER SCHOLARSHIP 10000 MAGNUM FOUNDATION 59 E 4TH ST 7W NEW YORK NY 10003 NONE PC GENERAL SUPPORT 15000 NATIONAL PUBLIC RADIO FOUNDATION 1111 N CAPITOL ST NE WASHINGTON DC 20002 ADVISORY BOARD MEMBER PC GENERAL USE 50000 NEW FUTURES 609 H STREET NE SUITE 500 WASHINGTON DC 20002 NONE PC GENERAL USE 50000 NORWOOD SCHOOL INC 8821 RIVER ROAD BETHESDA MD 20817 NONE PC COVID RELIEF AND COMPREHENSIVE CAMPAIGN 50000 PRO PUBLICA 155 AVENUE OF THE AMERICAS 13TH FLOOR NEW YORK NY 10013 NONE PC GENERAL USE 75000 PULITZER CENTER ON CRISIS REPORTING 2000 PENNSYLVANIA AVE NW SUITE 7000-081 WASHINGTON DC 20006 NONE PC GENERAL USE 75000 SMITH COLLEGE 33 ELM STREET NORTHAMPTON MA 01063 BOARD MEMBER PC GENERAL SCHOLARSHIP ENDOWMENT AND START UP GRANTS FUND, THE SMITH FUND 307500 SMITHSONIAN INSTITUTION - FREER GALLERY OF ART PO BOX 37012 MRC 712 WASHINGTON DC 20013 ADVISORY BOARD MEMBER PC DIGITAL INITIATIVES FUND, SPECIAL PURPOSE EXHIBITIONS FUND, EDUCATION FUND 14400 SPARK THE JOURNEY 609 H STREET NE SUITE 500 WASHINGTON DC 20002 NONE PC SCHOLARSHIPS & TRAINING GRANTS 245000 UNIVERSITY OF THE PEOPLE 595 E COLORADO BLVD SUITE 623 PASADENA CA 91101 FIDUCIARY BOARD MEMBER PC GENERAL OPERATIONS 450000 VENTURE PHILANTHROPY PARTNERS CO YOUTH INVEST PARTNERS 1201 15TH STREET NW SUITE 510 WASHINGTON DC 20005 NONE PC GENERAL OPERATIONS 7500 WAMU 4401 CONNECTICUT AVE NW WASHINGTON DC 200089998 ADVISORY BOARD MEMBER PC NEW LOCAL SHOW AND LOCAL DMV REPORTING 250000 WETA 3939 CAMPBELL AVENUE ARLINGTON VA 22206 NONE PC SUPPORT OF PBS NEWSHOUR AND CLASSICAL WETA 50000 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 065212038 ADVISORY BOARD MEMBER PC SUNRISE FOUNDATION LECTURE AND FELLOWSHIP 25000 INSTITUTE FOR CHRONIC TRAUMATIC BRAIN INJURY 1 VIRGINIA AVE STE 103 PROVIDENCE RI 02905 NONE PC GENERAL OPERATIONS 50000 1979400 0 14 1170230 18 6543046 EXCISE TAX OVERPAYMENT 61553 IRS REFUND OF UNDERPAYMENT PENALTIES 655 REPAY. OF QUAL. DIST. - VOIDED CHECK - FRIENDS MEETING OF WASHINGTON 20000 0 7713276 82208 7795484 11 EXCISE TAX OVERPAYMENT 11 IRS REFUND OVER UNDERPAYMENT PENALTIES 11 REPAY. OF QUAL. DIST. - VOIDED CHECK - FRIENDS MEETING OF WASHINGTON 0 0 0 0 0 0 0 0 0 0 X X 1 ANTOINE AND EMILY VAN AGTMAEL 7906 SPRINGER ROAD BETHESDA MD 20817 195750 X ACCOUNTING FEES 5380 0 0 VANGUARD TOTAL BOND MARKET IND 870061 814664 VANGUARD TOTAL BOND MKT ETF 4566026 4241996 VANGUARD TOTAL INTL BOND MKT ETF 2803074 2386896 VANGUARD GLOBAL ENVIRONMENTAL ADMIRAL CL 1500000 1479913 VANGUARD LIMITED TERM TAX 1098000 1105123 VANGUARD INTERMEDIATE TERM TAX 1468216 1488789 VANGUARD LONG TERM TAX EXEMPT 1073477 1094370 VANGUARD BAILLIE 1500000 1625290 VANGUARD ESG US STOCK ETF 8751158 10866415 VANGUARD ESG INTL STOCK ETF 12581801 13789209 VANGUARD HIGH YIELD INDEX 2206654 4772815 INVESTMENT IN COATUE CLIMATE OFFSHORE AT COST 253749 248076 EXCISE TAX OVERPAYMENT 61553 61553 IRS REFUND OF UNDERPAYMENT PENALTIES 655 655 REPAY. OF QUAL. DIST. - VOIDED CHECK - FRIENDS MEETING OF WASHINGTON 20000 20000 INVESTMENT ADVISOR 20161 20161 0 FOREIGN TAXES WITHHELD 35834 35834 0 FEDERAL EXCISE TAX 188554 0 0