2024-10-15T06:14:42-07:00 2023-12-31 113041037 KANDEL & COMPANY 175 Pinelawn Road-Ste 302 Melville NY 11747 990PF 2023-01-01 866502564 Barbara Brunckhorst Foundation BARB 8042419649 2702 Monument Ave Richmond VA 23220 Richard Todd Stravitz Trustee 2024-09-03 true true Richard Kandel P00167249 9172826135 2023 2024-10-15 13:58:12Z X 455256980 X 139520905 3622265 3622265 6209762 6209262 -1312615 189640366 148040317 9831527 168000 168000 60200 60200 17075 17075 6175 6175 130000 45000 85000 2124020 2079020 45000 107111 411 411 32530 1712 22000 2645522 2125732 403861 18205000 18205000 20850522 2125732 18608861 127189795 7705795 1467636 2400934 2400934 393104 285993 285993 100141639 51523710 51997579 94848198 208092095 234299155 20962736 55737383 57784810 69275157 96240650 108488509 287088470 414280765 455256980 2500 89000000 72000000 89000000 72002500 X 198088470 342278265 198088470 342278265 287088470 414280765 198088470 127189795 17000000 342278265 342278265 Rockefeller Capital Management P 189640366 190952981 -1312615 -1312615 -1312615 -1312615 107111 107111 107111 393104 393104 285993 285993 false false false false false false false true true VA true false true false false true N/A Kandel & Company 8042419649 175 Pinelawn Road Melville NY 11747 false false false false true false false false false false false false false false false false false false false false false false Richard Todd Stravitz 2702 Monument Avenue Richmond VA 23220 Trustee 20.00 84000 Ansley S Dowler 4480 Springfield Road Glen Allen VA 23060 Trustee 1.00 0 Susan S Kemp 7004 Wildon Grove Road Gordonsville VA 22942 Trustee 20.00 84000 Glen G Besa 4896 Burnham Road North Chesterfield VA 23234 Grants Admin 20.00 55200 4223 Rockefeller Capital Management One Town Center Road-Ste 500 Boca Raton FL 33486 Investment Management 1994020 McGuire Woods LLP 800 East Canal Street Richmond VA 23219 Legal Services 6175 Kandel & Company CPA 175 Pinelawn Road Melville NY 11747 Professional Services 260000 370997718 4311995 0 375309713 0 375309713 5629646 369680067 18484003 18484003 107111 107111 18376892 18376892 18376892 18608861 18608861 18376892 5420582 18608861 5420582 0 13188279 5188613 X Capital Region Land Conservancy PO Box 17306 Richmond VA 23226 N/A PC General Purpose unless otherwise stated 50000 Dogwood Alliance PO Box 7645 Asheville NC 28802 N/A PC General Purpose unless otherwise stated 50000 Environmental Law Alliance Worldwid 1412 Pearl Street Eugene OR 97401 N/A PC General Purpose unless otherwise stated 75000 Espanola Humane 108 Hamm Parkway Espanola NM 87532 N/A PC General Purpose unless otherwise stated 75000 James River Association 16 South 17th St-Ste 100 Richmond VA 23219 N/A PC General Purpose unless otherwise stated 75000 Naral-Pro-Choice Virginia Foundatio PO Box 1204 Alexandria VA 22313 N/A PC General Purpose unless otherwise stated 75000 Partnership for Smarter Growth 701 E Franklin St-Ste 800 Richmond VA 23219 N/A PC General Purpose unless otherwise stated 50000 Partnership Project Inc PO Box 65826 Washington DC 20035 N/A PC General Purpose unless otherwise stated 75000 Planned Parenthood of Greater Texas 7424 Greenville Ave-Ste206 Dallas TX 75231 N/A PC General Purpose unless otherwise stated 75000 Richmond Animal Welfare Foundation 1600 Chamberlayne Ave Richmond VA 23222 N/A PC General Purpose unless otherwise stated 100000 Rockefeller Philanthropy Advisors 90 Church Street New York NY 10008 N/A PC General Purpose unless otherwise stated 100000 Tramp's Rescue 22511 Mt Cloud Road Bowling Green VA 22427 N/A PC General Purpose unless otherwise stated 30000 Tri Country Animal Rescue 21287 Boca Rio Road Boca Raton FL 33433 N/A PC General Purpose unless otherwise stated 25000 Union of Concerned Scientists Two Brattle Square-6th FL Cambridge MA 02138 N/A PC General Purpose unless otherwise stated 75000 VIMS Foundation PO Box 1346 Gloucester Point VA 23062 N/A PC General Purpose unless otherwise stated 100000 VCU School of Medicine 924 W Franklin Street Richmond VA 23284 N/A PC To Fund the Liver Institute and Endow two Chairs. 17000000 Wildlife Center of Virginia PO Box 1557 Waynesboro VA 22980 N/A PC General Purpose unless otherwise stated 100000 Virginia Conservation Network 701 E Franklin St-Ste 800 Richmond VA 23219 N/A PC General Purpose unless otherwise stated 50000 AASLD 1001 N Fairfax St Alexandria VA 22314 N/A PC General Purpose unless otherwise stated 25000 18205000 14 3622265 14 6209262 500 18 -1312615 8518912 500 8519412 4 Interest on Tax Exempt Securities false false false false false false false false false false X X 1 Barbara Brunckhorst 1994 Trust 2702 Monument Ave Richmond VA 23220 100000000 X 2 Barbara Brunckhorst 1994 Trust 2702 Monument Ave Richmond VA 23220 39520905 X 2 US Treasury Securities 39520905 2023-12-05 Kandel & Company-Accounting & Tax Prep 130000 45000 0 85000 Kandel & Company CPA Accounting, Tax Preparation & Foundation Advisory Consultation McGuire Woods LLP Legal Services Pertaining to Foundation Grants Rockefeller Capital Management Investment Management & Advisory Aflac Inc-6.45%,8/15/40 537774 550925 Alabama Power-5.5%,3/15/41 199565 197180 Alibab Group Hldg-3.6%,11/28/24 240463 245227 Appalachian Power-6.375,4/1/36 902644 383114 Banco Santander SA-1.849%,3/25/26 357102 370260 Banco Santander SA-3.8%,2/23/28 369884 376924 Banco Santanda SA-4.375%,4/12/28 548322 582744 Bank of America-6%,10/15/36 259603 271130 Bank of America-5.875%,2/7/42 96460 107778 Bank of America-6.11%,1/29/37 1945428 1972451 Barrick Gold Corp-5.8%,11/15/34 589364 599790 Berkshire Harhaway Energy-6.5%,9/15/37 327826 330531 Columbia Pipeline Group Inc-5.8%,6/1/45 347813 348320 Comcast Corp-6.4%,3/1/40 215177 218456 Consolidated Edison Co-5.7%,6/15/40 503512 515230 Credit Suisse AG-.52%,8/9/23 Credit Suisse AG-5%,8/3132 905450 917911 Duke Energy Progress Inc-6.3%,4/1/38 107377 110284 Enbridg Energy Ptrs LP-5.5%,9/15/40 165223 172287 Entergy Arkansas-4.95%,12/15/44 92821 91560 Entergy LA-4.9%,1/15/45 116537 117046 General Electric Co-3.75%,8/15/31 53321 54455 General Electric Co-5.3%,6/15/36 105086 106550 Georgia Power Co-5.4%,6/1/40 182617 180832 Georgia Power Co-5.85%,3/1/37 52518 52052 Goldman Sachs Group Inc-5.15%,7/15/38 98014 96433 Goldman Sachs Group Inc-6.25%,2/1/41 1019833 1059535 Halliburton Co-6.7%,9/15/38 748906 818230 Hartford Fin'l Svcs Group-6.1%,10/1/41 201609 213332 HSBC Bank USA-5.625%,8/15/35 461485 494100 Huntington National Bank-5.699%,11/18/25 Indiana Mich Power-6.05%,3/15/37 104495 106634 Intel Corp-5.05%,8/5/62 1511203 1729858 Interstate Power & Lt-6.25%,7/15/39 177700 188254 JP Morgan Chase-5.5%,10/15/40 186534 207812 JP Morgan Chase-6.4%,5/15/38 469954 515219 JP Morgan Chase-4.95%,6/1/45 705417 717000 JP Morgan Chase-5.625%,8/16/43 448389 466249 JP Morgan Chase-Ser A Keybank National Assoc-4.9%,8/8/32 478582 441585 Koninklijke Philips NV 185527 195573 Legg Mason Inc 852041 896035 Lincoln National Corp-6.3%,10/9/37 180355 184954 Lincoln National Corp-7%,6/15/40 351088 364598 Lloyds Banking Group 190874 196686 Lloyds Banking Group 238658 243525 Morgan Stanley MTN-6.375%,7/24/42 1569512 1686621 Nevada Power-5.375%,9/15/40 245085 248653 Nevada Power-6.65%,4/1/36 299563 302613 Nomura Holdings Inc-5.386%,7/6/27 597328 602602 Pacificorp-5.75%,4/1/37 508372 510840 Pacificorp-6.25%,10/15/37 160713 159909 Philip Morris Int'l Inc-4.875%,11/15/43 1055683 1080046 Philip Morris Int'l Inc-6.375%,5/16/38 200387 223790 PPG Indus Inc-5.5%,11/15/40 148150 148995 PPL Electric Utils-6.25%,5/15/39 80695 83534 Prudential Fin'l Inc-5.1%,8/15/43 94154 94321 Prudential Fin'l Inc-6.625%,6/21/40 163618 175285 Public Service Elec & Gas-5.7%,12/1/36 111865 113690 Puget Energy Inc-5.795%,3/15/40 226922 241264 Puget Energy Inc-6.274%,3/15/37 315616 323763 Regions Bank-6.45%,6/26/37 1205326 1144388 San Diego Gas & Elec-3.95%,11/15/41 81292 83141 San Diego Gas & Elec-6%,6/1/39 104846 107064 Sierra Pacific Power-6.75%,7/1/37 603907 610638 Southern CA Edison-5.5%,3/15/40 163037 177074 Southern CA Edison-5.55%,1/15/36 99646 101903 Southern CA Edison-5.95%,2/1/38 103310 104822 Southern CA Edison-6.05%,3/15/39 104163 105817 Southern CA Edison-Ser 22-5.45%,6/1/52 177692 198916 Tampa Electric-6.15%,5/15/37 542088 548797 Toledo Edison-6.15%,5/15/37 106077 107840 Toledo Hospital Ser 2018B-6.015%,11/15/4 237233 264980 Toledo Hospital Ser 2018B-5.75%,11/15/38 241088 248320 Virginia Electric & Pwr-6.35%,11/30/37 191529 193078 Wisconsin Power & Light 107646 109805 Alabama Power-5.2%,6/1/41 189034 199774 Amgen Inc-5.65%,3/2/53 101754 111509 Amgen Inc-5.7%,3/15/40 149724 155041 Amgen Inc-6.4%,2/1/39 107837 105209 Appalachian Power-6.7%,8/15/37 376083 939697 Arch Capital Finance 917620 926320 Arizona Pub Svc Co 785261 803794 Assured GTY US Holdings 217044 223402 Atmos Energy Corp 98537 104510 Banco Santander SA-3.49%,5/28/30 176046 179844 Banco Santanda SA-5.147,8/18/25 592910 596532 Bank America Corp 105855 106328 Bank America Corp 108819 106508 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299925 296250 IBM Corp-4.7%,2/19/46 180688 189222 IBM Corp-5.1%,2/6/53 280480 300897 Indiana Mich Power 202236 209814 Intel Corp-5.9%,2/10/63 1519717 1671900 Lloyds Banking Group-4.45%,5/8/25 194590 197562 Lowes Cos Inc-5.75%,7/1/53 97776 105944 Lowes Cos Inc-5.8%,10/15/36 101955 107676 Lowes Cos Inc-5.8%,9/15/62 752858 793545 Lowes Cos Inc-5.85%,4/1/63 302113 314190 Lowes Cos Inc-6.65%,9/15/37 211943 224510 McKesson Corp-6%,3/1/41 310997 309762 Merck & Co-5.85%,6/30/39 97044 108402 Meta Platforms-5.75%,5/15/63 1013314 1121811 Meta Platforms-4.65%,8/15/62 429715 465495 MetLife Inc-5.25%,1/15/54 190562 205350 MetLife Inc-5.875%,2/6/41 101252 108778 Mississippi Power Co-4.75%,10/15/41 90330 87390 Mizuho Fin'l Group-2.839%,9/13/26 227545 237053 Montefiore Med Ctr NY-4.287%,9/1/50 376975 405890 Nevada Power-5.45%,5/15/41 235407 239004 Nomura Holdings Inc-5.842%,1/18/28 202275 204411 Oklahoma Gas & Elrctric-5.6%,4/1/53 349335 367511 Oracle Corp-5.55%,2/6/53 934310 1000280 Pacificorp-5.55%,5/15/54 99421 98111 Pacificorp-6,1/15/39 303904 313233 Pfizer-5.6%,9/15/40 95152 105484 Philip Morris Int'l Inc-4.5%,3/20/42 881840 896390 Philips 66-4.9%,10/1/46 90555 93339 PNC Bank Pittsburgh-4.05%,7/26/28 231540 240892 Prudential Fin'l Inc-6.2%,11/15/40 105844 108167 Public Service Co-6.625%,11/15/37 269227 275638 Raymond James Fin'l Inc-4.95%,7/15/46 93006 93289 Ross Stores-5.45%,4/15/50 987190 933120 San Diego Gas & Elec-5.35%,4/1/53 97721 101169 Shell Int'l Fin'l-6.375%,12/15/38 128185 143731 Simon Pacific Group-5.85%,3/8/53 98056 106166 Southern CA Edison-5.55%,1/15/37 246478 250015 Southern CA Edison-5.7%,3/1/33 179032 184193 Southern CA Edison-5.875%,12/1/53 510990 537540 Southern CA Gas Co-5.125%,11/15/40 93277 98710 Southern CA Gas Co-5.75%,6/1/53 1010272 1050750 Southern CA Gas Co-56.35%,11/15/52 109161 114334 Southwestern Pub Svc-5.15%,6/1/52 94281 90268 Spectra Energy Partners LP-5.95%,9/25/43 200877 204234 Swiss Bank corp-7.75%,9/1/26 211034 212534 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Dynamics Corp GSK PLC ADR 1139344 1185920 Goldman Sachs Group Inc 1069120 1157310 IBM Corp 2425339 2943900 L3 Harris Technologies Inc 2144542 2527440 McDonalds Corp Merck & Co 3732328 4360800 Nvidia Corp 12931903 14856600 Pfizer Inc Target Corp Vulcan Materials Co Walmart Inc-5.625%,4/1/40 4362283 4729500 Microsoft Corp 7748977 10529120 Baker Hughes Co-CL A Berkshire Hathaway Inc 3132044 3209940 Cheniere Energy Inc Costco Wholesale Corp 3935319 4620560 Dollar General Corp Equinor ASA ADR Ford Motor Co 251361 232500 Hershey Company Johnson & Johnson 471665 470220 Kimberly Clark Corp Kinder Morgan Inc Kymera Therapeutics Inc Lockheed Martin Corp 3897457 3852540 Moderna Inc Northrop Grumman Corp 1453991 1404420 United Rentals Inc 5266383 6307620 Adobe Systems Inc 7791990 8799850 Advanced Micro Devices Inc 1737785 2063740 Affirm Holdinds inc 527485 589680 American Express Co 1631594 1873400 Apple Corp 6578560 8086260 Arista Networks Inc 1282567 1413060 ARM Holdings PLC 427026 450870 Astrazeneca ADR 2312414 2222550 Bank of Montreal 774122 791520 Benton Dickenson & Co 1284562 1219150 Block Inc CL A 365548 386750 Boeing Co 1945962 2085280 BP PLC ADR 402595 354000 Broadcom Inc 5271860 6697500 Cisco Systems Inc 1098999 1010400 Citigroup 349640 360080 Conoco Phillips 954027 928560 Crispr Therapaeutics AG 828052 751200 Crowdstrike Holding Inc 3240098 3829800 Cummins Inc 1474190 1437420 Devon Energy Corp 364179 362400 Diamondback Energy Inc 805890 775400 Docusign Inc 665153 713400 ELF Beauty Inc 438006 433020 EQT Corp 323764 309280 Exact Sciences Corp 690856 739800 Ferrari NV Euro 731374 676860 GE healthcare Technologies Inc 2558647 2706200 General Electric Co 2168114 2807860 Gilead Sciences Inc 1263035 1215150 Illinois Tool Works Inc 993960 1047760 Intel Corp 2137412 3015000 Intuitive Surgical Inc 5114236 5735120 KLA Corp 4758930 5231700 LAM Research 3365593 3916300 Lululemon Athletica Inc 3430291 4090320 Madrigal Pharmaceuticals Inc 2115652 2545180 Mercedes Benz Group 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