2025-08-20T14:14:03-05:00 2024-12-31 582487348 APRIO ADVISORY GROUP LLC 111 ROCKVILLE PIKE SUITE 600 ROCKVILLE MD 20850 990PF 2024-01-01 527055720 MITCHELL & KATHY RACOOSIN FAMILY FOUNDATION RACO 7033568700 1320 OLD CHAIN BRIDGE RD 370 MCLEAN VA 22101 MITCH RACOOSIN TRUSTEE 7033568700 2025-08-19 1 0 LEONARD G PATTERSON III CPA P01332331 3012316200 2025-08-19 2024 2025-03-06 01:10:19Z X X 1020165 X 889530 X 13238 13238 18075 219966 18075 920843 31313 0 0 0 9165 6665 2500 2827 2827 0 225 225 0 793 0 0 13010 9717 2500 210225 210225 223235 9717 212725 697608 21596 34500 11792 11792 3500 3500 371396 1087975 1004873 405896 1103267 1020165 500 20000 20000 20500 20000 X 0 0 0 0 385396 1083267 385396 1083267 405896 1103267 385396 697608 263 1083267 0 1083267 SCHWAB SHORT TERM BOX B (CAVA GROUP) 2024-12-06 2024-12-19 99848 127055 -27207 -27207 SCHWAB LONG TERM BOX D 2021-01-01 2024-12-31 69526 52944 16582 16582 SCHWAB CAPITAL GAINS DISTRIBUTIONS P 2718 2718 2718 SCHWAB LONG TERM BOX E (EAGLE BANCORP INC MD) 2020-12-11 2024-05-21 47203 21220 25983 25983 SCHWAB SHORT TERM BOX A (AMERICAN FUNDS EUROPACIFIC GROUP) 2024-06-10 2024-12-17 671 672 -1 -1 18075 300 0 300 0 300 3429 0 0 0 3429 0 3129 3129 0 0 0 0 0 0 0 0 0 0 0 1 1 VA 1 0 0 0 0 1 N/A MITCHELL J RACOOSIN 7033568700 1320 OLD CHAIN BRIDGE ROAD SUITE 370 MCLEAN VA 22101 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MITCHELL J RACOOSIN 1320 OLD CHAIN BRIDGE RD 370 MCLEAN VA 22101 TRUSTEE 1.00 0 0 0 KATHY J RACOOSIN 1320 OLD CHAIN BRIDGE RD 370 MCLEAN VA 22101 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 526359 37411 0 563770 0 0 563770 8457 555313 27766 27766 300 300 27466 0 27466 0 27466 212725 0 212725 27466 0 0 119333 109796 151017 179968 134093 694207 212725 0 0 0 27466 185259 0 0 879466 0 0 0 0 0 0 119333 760133 109796 151017 179968 134093 185259 MITCH RACOOSIN 1320 OLD CHAIN BRIDGE RD 370 MCLEAN VA 22101 7033568700 NO SPECIAL FORMAT REQUIRED NONE NONE BILLION OYSTER PROJECT 10 SOUTH STREET SLIP 7 NEW YORK NY 10004 NONE PC GENERAL OPERATING SUPPORT 2000 BREAKTHROUGH FOR T1D 200 VESEY STREET 28TH FLOOR NEW YORK NY 10281 NONE PC GENERAL OPERATING SUPPORT 2500 CENTER FOR BIOLOGICAL DIVERSITY PO BOX 710 TUCSON AZ 85702 NONE PC GENERAL OPERATING SUPPORT 5000 CHESAPEAKE BAY FOUNDATION 6 HERNDON AVENUE ANNAPOLIS MD 21403 NONE PC GENERAL OPERATING SUPPORT 15000 CLIMATE SCIENCE LEGAL DEFENSE FUND 435 W 116TH ST RM 527 NEW YORK NY 10027 NONE PC GENERAL OPERATING SUPPORT 5000 COOL EARTH ONE HANSON PLACE BROOKLYN NY 11243 NONE PC GENERAL OPERATING SUPPORT 7725 EARTH JUSTICE 50 CALIFORNIA STREET SUITE 500 SAN FRANCISCO CA 94111 NONE PC GENERAL OPERATING SUPPORT 10000 ENVIRONMENT MARYLAND RESEARCH & POLICY CTR 3121 SAINT PAUL ST STE 26 BALTIMORE MD 21218 NONE PC GENERAL OPERATING SUPPORT 1000 ENVIRONMENTAL DEFENSE INC 1875 CONNECTICUT AVE NW 600 WASHINGTON DC 20009 NONE PC GENERAL OPERATING SUPPORT 30000 FRIENDS OF THE EARTH 1101 15 ST NW 11TH FLOOR WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 3500 FRIENDS OF THE ISRAEL DEFENSE FORCES 60 EAST 42ND STREET NEW YORK NY 101650015 NONE PC GENERAL OPERATING SUPPORT 10000 GREENPEACE FUND 702 H STREET NW SUITE 300 WASHINGTON DC 20001 NONE PC GENERAL OPERATING SUPPORT 10000 KINDWORKS INC 7979 OLD GEORGETOWN ROAD 10TH FLOOR BETHESDA MD 20814 NONE PC GENERAL OPERATING SUPPORT 2000 MOTE INSTITUTE 1600 KEN THOMPSON PARKWAY SARASOTA FL 34236 NONE PC GENERAL OPERATING SUPPORT 10000 NATIONAL WILDLIFE FEDERATION 11100 WILDLIFE CENTER DR RESTON VA 20190 NONE PC GENERAL OPERATING SUPPORT 1500 NATIVE CONSERVANCY PO BOX 456 CORDOVA AK 99574 NONE PC GENERAL OPERATING SUPPORT 10000 NATURAL RESOURCES DEFENSE COUNCIL 1152 15TH ST NW WASHINGTON DC 20005 NONE PC GENERAL OPERATING SUPPORT 5000 NATURE CONSERVANCY 4245 NORTH FAIRFAX DR 100 ARLINGTON VA 22203 NONE PC GENERAL OPERATING SUPPORT 2000 NO KID HUNGRY 530 COOPER COMMERCE DRIVE APOPKA FL 32703 NONE PC GENERAL OPERATIONS SUPPORT 2000 OCEAN CONSERVANCY 1300 19TH STREET NW WASHINGTON DC 20036 NONE PC GENERAL OPERATING SUPPORT 7500 OI PEJETA CONSERVANCY PRIVATE BAG NANYUKI KE 10400 NONE PC GENERAL OPERATING SUPPORT 2000 RAINFOREST ACTION NETWORK 425 BUSH ST STE 300 SAN FRANCISCO CA 94108 NONE PC GENERAL OPERATING SUPPORT 7500 REEF RELIEF INC 631 GREENE ST K E Y W E S T FL 33040 NONE PC GENERAL OPERATING SUPPORT 2500 SAVE THE MANATEE 500 N MAITLAND AVE M A I T L A N D FL 32751 NONE PC GENERAL OPERATING SUPPORT 2500 SEVERN RIVERKEEPER 329 RIVERVIEW TRAIL ANNAPOLIS MD 21401 NONE PC GENERAL OPERATING SUPPORT 20000 ST JUDE CHILDREN'S RESEARCH HOSPITAL 262 DANNY THOMAS PLACE MEMPHIS TN 38105 NONE PC GENERAL OPERATING SUPPORT 2000 THE CONSERVATION FUND 1655 FORT MYER DR STE 1300 ARLINGTON VA 22209 NONE PC GENERAL OPERATING SUPPORT 10000 THE JEWISH FEDERATION 6101 EXECUTIVE BLVD 100 NORTH BETHESDA MD 20852 NONE PC GENERAL OPERATING SUPPORT 5000 UNITED PALESTINE APPEAL 1330 NEW HAMPSHIRE AVENUE NW STE 104 WASHINGTON DC 20036 NONE PC GENERAL OPERATIONS SUPPORT 2000 UNRWA FOURTH FLOOR 1875 K ST NW WASHINGTON DC 20006 NONE PC GENERAL OPERATING SUPPORT 2500 WORLD WILDLIFE FUND 1250 24TH STREET NW WASHINGTON DC 20037 NONE PC GENERAL OPERATING SUPPORT 10000 WOUNDED WARRIOR PROJECT 4899 BELFORT ROAD SUITE 300 JACKSONVILLE FL 32256 NONE PC GENERAL OPERATING SUPPORT 2500 210225 0 14 13238 14 18075 0 31313 0 31313 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 9165 6665 2500 CORPORATE STOCK 1087975 1004873 MISCELLANEOUS EXPENSE 793 0 0 NON DIVIDEND DISTRIBUTIONS 263 CREDIT LIABILITY-SUNTRUST 20000 20000 ADVISORY FEES 2827 2827 0 FOREIGN TAX PAID 225 225 0