2025-11-14T15:11:17-06:00 2024-12-31 582487348 APRIO ADVISORY GROUP LLC 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990PF 2024-01-01 844003529 SOMAIYA FAMILY FOUNDATION SOMA 3057334642 102 24TH STREET PH 1707 MIAMI BEACH FL 33139 JOLLY S SOMAIYA PRESIDENT 3057334642 2025-11-14 1 0 KEVIN O'BRIEN P01756705 3012316200 2025-11-14 2024 2025-03-06 01:10:19Z X 15703166 X X 359415 359415 242888 10500340 242888 602303 602303 0 0 0 1464 700 764 6010 3000 3010 68526 68526 0 999 999 0 15486 15486 0 92485 88711 3774 1130812 1130812 1223297 88711 1134586 -620994 513592 333334 334263 334263 11690653 11172917 14248322 812369 1112679 1120581 12836356 12619859 15703166 0 0 X 207259 611756 0 0 12629097 12008103 12836356 12619859 12836356 12619859 12836356 -620994 404497 12619859 0 12619859 SCHWAB #9220 2023-12-01 2024-12-31 393595 388857 4738 4738 SCHWAB #6823 2023-12-01 2024-12-31 192457 191202 1255 1255 GOLDMAN SACHS #8539 2023-12-01 2024-12-31 8093863 8190599 -96736 -96736 JP MORGAN #1002 2023-12-01 2024-12-31 547471 471802 75669 75669 JP MORGAN #2000 2023-12-01 2024-12-31 977875 727148 250727 250727 JP MORGAN #9006 2023-12-01 2024-12-31 295079 287844 7235 7235 242888 7139 0 7139 0 7139 0 0 18000 0 18000 314 10547 10547 0 0 0 0 0 0 0 0 0 0 0 1 1 DE FL 1 0 0 0 1 1 N/A JOLLY S SOMAIYA 3057334642 102 24TH STREET PH 1707 MIAMI BEACH FL 33139 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOLLY S SOMAIYA 102 24TH STREET PH 1707 MIAMI BEACH FL 33139 PRESIDENT/DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 15093783 307324 229129 15630236 0 0 15630236 234454 15395782 769789 769789 7139 7139 762650 0 762650 0 762650 1134586 0 1134586 762650 637714 0 0 1134586 637714 0 0 496872 0 0 0 0 0 0 0 0 265778 0 0 0 JOLLY S SOMAIYA X CHILDREN'S INN AT NIH 7 WEST DRIVE BETHESDA MD 20814 PC GENERAL OPERATING SUPPORT 200000 GIRLS INC OF NEW YORK CITY 25 BROADWAY NEW YORK NY 10004 PC GENERAL OPERATING SUPPORT 3500 SCHWAB CHARITABLE FUND PO BOX 628298 ORLANDO FL 32862 PC GENERAL OPERATING SUPPORT 338920 SCHWAB CHARITABLE FUND PO BOX 628298 ORLANDO FL 32862 PC GENERAL OPERATING SUPPORT 89974 SCHWAB CHARITABLE FUND PO BOX 628298 ORLANDO FL 32862 PC GENERAL OPERATING SUPPORT 138831 SCHWAB CHARITABLE FUND PO BOX 628298 ORLANDO FL 32862 PC GENERAL OPERATING SUPPORT 114082 SCHWAB CHARITABLE FUND PO BOX 628298 ORLANDO FL 32862 PC GENERAL OPERATING SUPPORT 141900 ASCEND FOUNDATION 160 BROADWAY NEW YORK NY 10036 PC GENERAL OPERATING SUPPORT 3605 MIAMI UNIVERSITY HEALTH SYSTEM 1150 NW 14TH STREET MIAMI FL 33136 PC DESAI SETHI MEDICAL CENTER 100000 1130812 CHILDREN'S INN AT NIH 7 WEST DRIVE BETHESDA MD 20814 PC GENERAL OPERATING SUPPORT 1500000 1500000 14 359415 18 242888 0 602303 0 602303 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 6010 3000 3010 TAXPAYER EECTS TO APPLY PART OF THE 2022 DISTRIBUTABLE AMOUNT TO UNDISTRIBUTED INCOME OF PRIOR YEARS. SCHWAB #9220 741845 915957 JP MORGAN #1002 3511603 4433842 GOLDMAN SACHS #8539 5688129 7650643 JP MORGAN #9006 1231340 1247880 JP MORGAN #4006 - ALT INVEST AT COST 883550 891452 ALPHA PARTNERSHIP AT COST 229129 229129 LEGAL FEES 1464 700 764 MISC BANK CHARGES 66 66 0 PARTNERSHIP LOSS 15420 15420 0 VALUE OF DISTRIBUTED STOCK OVER COST 404497 INVESTMENT FEES 68526 68526 0 FOREIGN TAX PAID 999 999 0