RICHARD STRAVITZ FOUNDATION: Form 990PF, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD STRAVITZ FOUNDATION (EIN 27-2552862)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-06-05
- IRS object ID
- 202401579349100305
- Schema version
- 2023v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-06-05T07:33:00-07:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 113041037 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | KANDEL & COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road-Ste 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 272552862 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | The Richard Stravitz Foundation | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | RICH | BusinessNameControlTxt |
| Phone | 7573059411 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1217 Laskin Road | AddressLine1Txt |
| City | Virginia Beach | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard P Stravitz | PersonNm |
| Person Title | Trustee | PersonTitleTxt |
| Signature | 2024-04-24 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | Richard P | PersonFirstNm |
| Person Last | Stravitz | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (true) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Richard Kandel | PreparerPersonNm |
| PTIN | P00167249 | PTIN |
| Phone | 9172826135 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Federated Assurance Level | FAL1 | FederatedAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $30,130,516 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $2,000,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $203,295 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $203,295 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$608,666 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $995,426 | GrossSalesPriceAmt |
| Total Rev And Expnss | $1,594,629 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $203,295 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $1,301 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $104,738 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $104,725 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $116,039 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $109,725 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,323,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,323,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,439,039 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $109,725 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,323,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $155,590 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $93,570 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $207,555 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $5,552 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $5,552 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $23,085 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $21,784 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $21,784 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $13,657,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,865,822 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $29,003,622 | CorporateStockEOYFMVAmt |
| Corporate Bonds EOY | $1,000,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $1,035,581 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $1,950,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,100,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $63,977 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,837,984 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,993,158 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $30,130,516 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,837,984 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,993,158 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,837,984 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,993,158 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,837,984 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,993,158 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,837,984 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $155,590 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,993,574 | SubtotalAmt |
| Other Decreases | $416 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $15,993,158 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Rockefeller Capital Management | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $995,426 | GrossSalesPriceAmt |
| Cost Or Other Basis | $1,604,092 | CostOrOtherBasisAmt |
| Gain Or Loss | -$608,666 | GainOrLossAmt |
| Gains Minus Excess Or Losses | -$608,666 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$608,666 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$608,666 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $1,301 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $1,301 | SubtotalAmt |
| Tax Based On Investment Income | $1,301 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,085 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,085 | TotalPaymentsAndCreditsAmt |
| Overpayment | $21,784 | OverpaymentAmt |
| Applied To ES Tax | $21,784 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | VA | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | Yes (true) | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kandel & Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9172826135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road-Ste 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard P Stravitz | ||||||
| 1217 Laskin Road | Virginia Beach | VA | 23451 | Trustee | 1.00 | $0 |
| Richard T Stravitz | ||||||
| 2702 Monument Ave | Richmond | VA | 23220 | Trustee | 1.00 | $0 |
| Kathleen Thompson | ||||||
| 1217 Laskin Road | Virginia Beach | VA | 23451 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Rockefeller Capital Management | |||||
| One Town Center Road-Ste 500 | Boca Raton | FL | 33486 | Investment Advisory | $104,684 |
| Kandel & Company | |||||
| 175 Pinelawn Road-Ste 302 | Melville | NY | 11747 | Accounting & Tax Prep | $10,000 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $25,124,506 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $315,176 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $94,978 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $25,534,660 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $25,534,660 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $383,020 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $25,151,640 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,257,582 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,257,582 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $1,301 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $1,301 | TotalTaxAmt |
| Distributable Before Adj | $1,256,281 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,256,281 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,256,281 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,323,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,323,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,256,281 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $2,302 | UndistributedIncomePYAmt |
| Qualifying Distributions | $1,323,000 | QualifyingDistributionsAmt |
| Applied To Year1 | $2,302 | AppliedToYear1Amt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,256,281 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $64,417 | RemainingDistriFromCorpusAmt |
| Total Corpus | $64,417 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $64,417 | ExcessDistriCyovToNextYrAmt |
| Excess From Current Year | $64,417 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | Richard P Stravitz | ContributingManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (12 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Emory University Hospital | |||||||||||
| 1762 Clifton Road-Ste 1400 | Atlanta | GA | 30322 | N/A | PC | ALS Research | $510,000 | ||||
| Hospital for Special Surgery Founda | |||||||||||
| 535 East 70th Street | New York | NY | 10021 | N/A | PC | General & Capital Purposes, unless noted | $25,000 | ||||
| Doctors Without Borders USA Inc | |||||||||||
| 40 Rector Street | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $40,000 | ||||
| Massachusetts General Hospital | |||||||||||
| 125 Nashua Street-Ste 540 | Boston | MA | 02114 | N/A | PC | ALS Research | $425,000 | ||||
| John Hopkins University | |||||||||||
| 3910 Keswick Rd | Baltimore | MD | 21205 | N/A | PC | General & Capital Purposes, unless noted | $50,000 | ||||
| ALS Association | |||||||||||
| 1300 Wilson Blvd-Ste 600 | Arlington | VA | 22209 | N/A | PC | ALS Research | $50,000 | ||||
| Barrow Neurological Foundation | |||||||||||
| 124 W Thomas Road-Suite 250 | Phoenix | AZ | 85013 | N/A | PC | ALS Research | $50,000 | ||||
| Team Gleason Foundation | |||||||||||
| PO Box 24493 | New Orleans | LA | 70184 | N/A | PC | General & Capital Purposes, unless noted | $30,000 | ||||
| University College London | |||||||||||
| N/A | GOV | ALS Research | $80,000 | Gower Street | London | UK | WC1E 6BT | ||||
| University of Michigan | |||||||||||
| 500 S State Street | Ann Arbor | MI | 48109 | N/A | PC | ALS Research | $48,000 | ||||
| National MS Society | |||||||||||
| 465 Waverly Oaks Road | Walthham | MA | 02452 | N/A | PC | General & Capital Purposes, unless noted | $5,000 | ||||
| Hope Loves Company | |||||||||||
| 800 Denow Road | Pennington | NJ | 08534 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,323,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $203,295 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$608,666 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | -$405,371 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | -$405,371 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | Richard P Stravitz | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1217 Laskin Road | AddressLine1Txt |
| City | Virginia Beach | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $2,000,000 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting | $5,000 | $5,000 | $0 | $0 |
| Tax Preparation | $5,000 | $0 | $0 | $0 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Capital Management | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Investment Advisory and Portfolio Management | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (2 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS Corp 0%,12/04/24 | $500,000 | $521,681 |
| JP Morgan Chase-5%,12/4/24 | $500,000 | $513,900 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (76 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Verizon Communications | $11,758 | $9,086 |
| Henry Schein Inc | $64,190 | $90,852 |
| Humana Inc | $145,432 | $320,467 |
| Marriott Int'l Inc | $52,231 | $157,857 |
| Norfolk Southern | $108,505 | $236,380 |
| Parker Hannifin Corp | $50,661 | $184,280 |
| Sherwin Williams | ||
| Union Pacific Corp | $105,552 | $221,058 |
| Ishares Nasdaq Biotech ETF | ||
| Alphabet Inc-CL C | $497,324 | $1,367,021 |
| Costco Wholesale | $207,206 | $726,088 |
| Home Depot | $398,084 | $693,100 |
| JP Morgan Chase | $99,825 | $255,150 |
| Lockheed Martin | $148,283 | $249,282 |
| Mastercard CL-A | $361,256 | $895,671 |
| Microsoft Corp | $494,793 | $2,406,656 |
| Nike Inc-B | $96,285 | $162,855 |
| Deere & Co | $257,121 | $637,793 |
| Marsh & McLennan | $88,577 | $265,258 |
| Paypal Holdings | $102,771 | $153,525 |
| T-Mobile US Inc | $101,390 | $320,660 |
| VMW Are Inc CL A | ||
| Adobe Systems Inc | $214,533 | $596,600 |
| Amazon | $1,912,151 | $2,279,100 |
| Apple Inc | $413,900 | $1,694,264 |
| Intuitive Surgical Inc | $407,971 | $809,664 |
| Netflix Inc | $64,734 | $97,376 |
| Caterpillar Inc | $297,158 | $629,777 |
| Coupa Software Inc | ||
| Medical Properties Trust | $14,282 | $3,928 |
| Mercadolibre Inc | $150,395 | $227,873 |
| Trade Desk Inc-CL A | $97,746 | $194,292 |
| Varonis Communications | $49,133 | $95,088 |
| ETSY Inc | ||
| General Dynamics Corp | $50,418 | $51,934 |
| Solaredge Technologies Inc | ||
| Abbvie Inc | $308,556 | $433,916 |
| Bank of Butterfield | ||
| Bank of Montreal | $208,900 | $227,562 |
| Chevron Corp | $259,317 | $290,862 |
| Exxon Mobil Corp | $160,562 | $249,950 |
| Fortinet Inc | $96,513 | $117,060 |
| Fulgent Genetics Inc | ||
| Fusion Fuel Green PLC | ||
| Generac Holdings Inc | ||
| Illumina Inc | ||
| Ivanhoe Mines Ltd | $99,768 | $136,433 |
| LAM Research Corp | $207,918 | $254,559 |
| MP Materials Corp-CL A | $113,040 | $79,400 |
| Nvidia Corp | $2,583,512 | $8,973,386 |
| Regeneron Pharmaceuticals Inc | $101,158 | $175,658 |
| Sea Limited ADS | ||
| Sylvamo Corp | $5,376 | $8,005 |
| Zacaler Inc | $92,912 | $110,780 |
| Boeing Co | $93,488 | $130,330 |
| Cheniere Energy Inc | $83,935 | $85,355 |
| Eli Lilly & Co | $155,633 | $247,741 |
| EQT Corp | $86,634 | $69,588 |
| Equinor ASA ADR | $101,331 | $85,428 |
| Honeywell International Inc | $52,591 | $52,427 |
| Intellia Therapeutics Inc | ||
| Kinder Morgan Inc | $112,868 | $105,840 |
| Mosaic Co | ||
| Occidental Pete Corp | $9,805 | $9,554 |
| Oneck Inc | $113,465 | $122,182 |
| RTX Corp | $47,901 | $42,070 |
| Select Sector SPDR Tr Energy | $46,447 | $41,920 |
| Vertex Pharmaceuticals Inc | $103,697 | $134,274 |
| Colgate-Palmotive | $50,289 | $53,804 |
| IShares US Aer Def EFT | $49,122 | $53,805 |
| Merck & Co Inc | $50,881 | $49,059 |
| Pioneer Natural Resources Co | $52,887 | $53,971 |
| Proctor & Gamble Co | $49,128 | $51,289 |
| Sherwin Williams Co | $151,753 | $374,280 |
| Sorthern Copper Corp | $52,206 | $60,249 |
| Tesla Inc | $100,564 | $89,950 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Lincoln National-Policy | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,100,000 | BookValueAmt |
| EOYFMV | $63,977 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Advisory Fees | $104,684 | $104,684 |
| Bank Service Fees | $13 | |
| Service Fees-Securities | $41 | $41 |
Substantial Contributors Sch SubstantialContributorsSch
Substantial Contributor Detail SubstantialContributorDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Richard P Stravitz | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1217 Laskin Road | AddressLine1Txt |
| City | Richmond | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 23451 | ZIPCd |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax-'23 | CategoryTxt |
| Amt | $1,301 | Amt |