BRUNCKHORST FOUNDATION: Form 990PF, tax year 2023

View the entire original 990 at ProPublica ↗

Organization: BRUNCKHORST FOUNDATION (EIN 23-7000850)
Tax period: 2023-01-01 to 2023-12-31
Filed: 2024-10-15
IRS object ID: 202422899349100537
Schema version: 2023v5.1
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 Govt Obligations Sch
Investments Other Schedule2
Other Expenses Schedule
Other Professional Fees Schedule
Substantial Contributors Sch
Taxes Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2024-10-15T09:33:56-07:00	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	237000850	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	The Brunckhorst Foundation	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	BRUN	BusinessNameControlTxt
Phone	8042419649	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	175 Pinelawn Road 302	AddressLine1Txt
City	Melville	CityNm
State Abbreviation	NY	StateAbbreviationCd
ZIP	11747	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	Richard Todd Stravitz	PersonNm
Person Title	Trustee	PersonTitleTxt
Signature	2024-09-30	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

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

Field	Value	IRS element (for citing)
Tax	2023	TaxYr
Build TS	2024-10-15 13:58:12Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$156,687,836	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	$1,980,000	ContriRcvdRevAndExpnssAmt
Interest On Sav Rev And Expnss	$27,702	InterestOnSavRevAndExpnssAmt
Interest On Sav Net Invst Incm	$27,702	InterestOnSavNetInvstIncmAmt
Dividends Rev And Expnss	$3,682,507	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$3,682,507	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	-$1,704,032	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$153,308,010	GrossSalesPriceAmt
Total Rev And Expnss	$3,986,177	TotalRevAndExpnssAmt
Total Net Invst Incm	$3,710,209	TotalNetInvstIncmAmt
Oth Empl Slrs Wgs Rev And Expnss	$148,800	OthEmplSlrsWgsRevAndExpnssAmt
Oth Empl Slrs Wgs Dsbrs Chrtbl	$124,412	OthEmplSlrsWgsDsbrsChrtblAmt
Pension Empl Bnft Rev And Expnss	$11,383	PensionEmplBnftRevAndExpnssAmt
Pension Empl Bnft Dsbrs Chrtbl	$11,383	PensionEmplBnftDsbrsChrtblAmt
Accounting Fees Rev And Expnss	$60,000	AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm	$15,000	AccountingFeesNetInvstIncmAmt
Accounting Fees Chrtbl Prps	$45,000	AccountingFeesChrtblPrpsAmt
Other Prof Fees Rev And Expnss	$777,811	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$728,399	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$49,412	OtherProfFeesDsbrsChrtblAmt
Taxes Rev And Expnss	$640,852	TaxesRevAndExpnssAmt
Trav Conf Meeting Rev And Expnss	$101	TravConfMeetingRevAndExpnssAmt
Other Expenses Rev And Expnss	$4,403	OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm	$1,369	OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss	$1,643,350	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$744,768	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$230,207	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$7,445,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$7,445,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$9,088,350	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$744,768	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$7,675,207	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$5,102,173	ExcessRevenueOverExpensesAmt
Net Investment Income	$2,965,441	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Sav And Temp Cash Invst BOY	$915,677	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$4,610,200	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$4,610,200	SavAndTempCashInvstEOYFMVAmt
Prepaid Expenses BOY	$238,186	PrepaidExpensesBOYAmt
Prepaid Expenses EOY	$676,116	PrepaidExpensesEOYAmt
Prepaid Expenses EOYFMV	$676,116	PrepaidExpensesEOYFMVAmt
US Government Obligations BOY	$12,706,529	USGovernmentObligationsBOYAmt
US Government Obligations EOY	$1,881,601	USGovernmentObligationsEOYAmt
US Govt Obligations EOYFMV	$1,911,224	USGovtObligationsEOYFMVAmt
Corporate Stock BOY	$68,586,859	CorporateStockBOYAmt
Corporate Stock EOY	$61,010,787	CorporateStockEOYAmt
Corporate Stock EOYFMV	$73,024,335	CorporateStockEOYFMVAmt
Corporate Bonds BOY	$46,977,315	CorporateBondsBOYAmt
Corporate Bonds EOY	$56,532,239	CorporateBondsEOYAmt
Corporate Bonds EOYFMV	$59,634,767	CorporateBondsEOYFMVAmt
Other Investments BOY	$14,532,953	OtherInvestmentsBOYAmt
Other Investments EOY	$14,123,185	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$16,831,194	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$143,957,519	TotalAssetsBOYAmt
Total Assets EOY	$138,834,128	TotalAssetsEOYAmt
Total Assets EOYFMV	$156,687,836	TotalAssetsEOYFMVAmt
Accounts Payable BOY	$21,218	AccountsPayableBOYAmt
Total Liabilities BOY	$21,218	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$143,936,301	CapitalStockBOYAmt
Capital Stock EOY	$138,834,128	CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY	$143,936,301	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$138,834,128	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$143,957,519	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$138,834,128	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$143,936,301	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$5,102,173	ExcessRevenueOverExpensesAmt
Subtotal	$138,834,128	SubtotalAmt
Tot Net Ast Or Fund Balances EOY	$138,834,128	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
Publicly Traded Securities	P	$153,305,180	$155,012,042	-$1,706,862	-$1,706,862
Various Capital Gain Fund Distributions	P	$2,830		$2,830	$2,830

Field	Value	IRS element (for citing)
Capital Gain Net Income	-$1,704,032	CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss	-$1,704,032	NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$41,220	InvestmentIncomeExciseTaxAmt
Subtotal	$41,220	SubtotalAmt
Tax Based On Investment Income	$41,220	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$288,186	EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits	$288,186	TotalPaymentsAndCreditsAmt
Form2220 Attached	Yes (X)	Form2220AttachedInd
Overpayment	$246,966	OverpaymentAmt
Applied To ES Tax	$246,966	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	Yes (true)	UnrelatedBusIncmOverLimitInd
Form990 T Filed	Yes (true)	Form990TFiledInd
Organization Dissolved Etc	false	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	Yes (true)	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (true)	AtLeast5000InAssetsInd
Org Report Or Register State	NY	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	8042419649	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	175 Pinelawn Road-Suite 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	Yes (true)	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 (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Susan S Kemp
7004 Wildon Grove Road	Gordonsville	VA	22942	Trustee	4.00	$0
Richard Todd Stravitz
2702 Monument Ave	Richmond	VA	23220	Trustee	4.00	$0

Compensation Highest Paid Empl CompensationHighestPaidEmplGrp (3 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt
Glen Besa
4896 Burnham Road	North Chesterfield	VA	23234	Grant Admin	20.00	$55,200
Mark R Doran
7004 Wildon Grove Road	Gordonsville	VA	22942	Grant Admin	10.00	$45,600
Ansley S Dowler
4480 Springfield Road	Glen Allen	VA	23060	Grant Admin	10.00	$48,000

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	Service TypeServiceTypeTxt	CompensationCompensationAmt
Kandel & Company
175 Pinelawn Road-Suite 302	Melville	NY	11747	Accounting, Tax & Mang't	$120,000
Rockefeller Capital Management
One Town Center Road-Ste 500	Boca Raton	FL	33486	Advisory & Fin'l Mang't	$713,399

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$0	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$2,643,429	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$144,003,428	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$146,646,857	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast	$146,646,857	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$2,199,703	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$144,447,154	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$7,222,358	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$7,222,358	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$41,220	TaxBasedOnInvestmentIncomeAmt
Total Tax	$41,220	TotalTaxAmt
Distributable Before Adj	$7,181,138	DistributableBeforeAdjAmt
Distributable Before Ded	$7,181,138	DistributableBeforeDedAmt
Distributable As Adjusted	$7,181,138	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$7,675,207	ExpensesAndContributionsAmt
Qualifying Distributions	$7,675,207	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$7,181,138	DistributableAsAdjustedAmt
Excess Distribution Cyov Yr5	$647,842	ExcessDistributionCyovYr5Amt
Excess Distribution Cyov Yr4	$942,128	ExcessDistributionCyovYr4Amt
Excess Distribution Cyov Yr3	$359,453	ExcessDistributionCyovYr3Amt
Excess Distribution Cyov Yr1	$516,579	ExcessDistributionCyovYr1Amt
Total Excess Distribution Cyov	$2,466,002	TotalExcessDistributionCyovAmt
Qualifying Distributions	$7,675,207	QualifyingDistributionsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$7,181,138	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$494,069	RemainingDistriFromCorpusAmt
Total Corpus	$2,960,071	TotalCorpusAmt
Undistributed Income CY	$0	UndistributedIncomeCYAmt
Excess Distri Cyov From Yr5	$647,842	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$2,312,229	ExcessDistriCyovToNextYrAmt
Excess From Year4	$942,128	ExcessFromYear4Amt
Excess From Year3	$359,453	ExcessFromYear3Amt
Excess From Year1	$516,579	ExcessFromYear1Amt
Excess From Current Year	$494,069	ExcessFromCurrentYearAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Only Contri To Preselected	Yes (X)	OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (30 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
Planned Parenthood SW Central Flori
736 Central Ave	Sarasota	FL	34236	N/A	PC	General Purpose unless otherwise stated	$250,000
Southern Environmental Law Center
201 West Main St-Ste 14	Charlottesville	VA	22902	N/A	PC	General Purpose unless otherwise stated	$480,000
Chesapeake Bay Foundation Inc
6 Herndon Avenue	Annapolis	MD	21403	N/A	PC	General Purpose unless otherwise stated	$425,000
Richmond SPCA
2519 Hermitage Road	Richmond	VA	23220	N/A	PC	General Purpose unless otherwise stated	$200,000
Center for Reproductive Rights Inc
199 Water Street-22nd FL	New York	NY	10038	N/A	PC	General Purpose unless otherwise stated	$300,000
Environmental Defense Fund Inc
257 Park Ave So-17th FL	New York	NY	10010	N/A	PC	General Purpose unless otherwise stated	$350,000
Earth Justice
50 California Street-Ste 500	San Francisco	CA	94111	N/A	PC	General Purpose unless otherwise stated	$405,000
Tri County Humane Society
21287 Boca Rio Road	Boca Raton	FL	33433	N/A	PC	General Purpose unless otherwise stated	$300,000
American Rivers Inc
1101 14th Street NW-Ste 1400	Washington	DC	20005	N/A	PC	General Purpose unless otherwise stated	$200,000
National Wildlife Federation
11100 Wildlife Center Drive	Reston	VA	20190	N/A	PC	General Purpose unless otherwise stated	$100,000
Natural Resources Defense Fund Inc
40 West 20th Street	New York	NY	10011	N/A	PC	General Purpose unless otherwise stated	$225,000
Nature Conservancy
4245 North Fairfax Drive-Ste 100	Arlington	VA	22203	N/A	PC	General Purpose unless otherwise stated	$400,000
Conservation Fund
1655 N Fort Myers Drive-Ste 1300	Arlington	VA	22209	N/A	PC	General Purpose unless otherwise stated	$400,000
Planned Parenthood-So FlTreasure Co
2300 N Florida Mango Dr	W Palm Beach	FL	33409	N/A	PC	General Purpose unless otherwise stated	$250,000
Sierra Club Foundation
2101 Webster St-Ste 1250	Oakland	CA	94612	N/A	PC	General Purpose unless otherwise stated	$1,160,000
American Forests
1220 L Street NW-Ste 750	Washington	DC	20005	N/A	PC	General Purpose unless otherwise stated	$150,000
Trust for Public Land
101 Montgomery St-Ste 900	San Francisco	CA	94104	N/A	PC	General Purpose unless otherwise stated	$50,000
Defenders of Wildlife
1130 17th Street NW	Washington	DC	20036	N/A	PC	General Purpose unless otherwise stated	$100,000
American Humane Association
1400 16th Street NW-Ste 360	Washington	DC	20036	N/A	PC	General Purpose unless otherwise stated	$200,000
National Audubon Society Inc
225 Varick Street-7th Fl	New York	NY	10014	N/A	PC	General Purpose unless otherwise stated	$100,000
Ocean Conservancy
1300 19th Street NW-8th FL	Washington	DC	20036	N/A	PC	General Purpose unless otherwise stated	$250,000
Elephant Sanctuary in Tennessee
PO Box 393	Hohenwald	TN	38462	N/A	PC	General Purpose unless otherwise stated	$200,000
African Wildlife Foundation
1100 New Jersey Ave SE-Suite 900	Washington	DC	20003	N/A	PC	General Purpose unless otherwise stated	$200,000
Humane Society of United States
1255 23rd Street NW-Ste 450	Washington	DC	20037	N/A	PC	General Purpose unless otherwise stated	$100,000
Naral Pro-Choice America Foundation
1725 Eye St NW-Ste 900	Washington	DC	20006	N/A	PC	General Purpose unless otherwise stated	$200,000
Oceana Inc
1025 Connecticut Ave NW-Ste 200	Washington	DC	20036	N/A	PC	General Purpose unless otherwise stated	$50,000
Virginia League for Planned Parenth
201 N Hamilton Street	Richmond	VA	23221	N/A	PC	General Purpose unless otherwise stated	$100,000
National Parks Conservation Associa
777 6th Street NW-Ste 700	Washington	DC	20001	N/A	PC	General Purpose unless otherwise stated	$100,000
Center for Biological Diversity Inc
PO Box 710	Tucson	AZ	85702	N/A	PC	General Purpose unless otherwise stated	$150,000
Greenpeace Fund Inc
702 H Street NW-Ste 300	Washington	DC	20001	N/A	PC	General Purpose unless otherwise stated	$50,000

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$7,445,000	TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$27,702	ExclusionAmt

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$3,682,507	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	-$1,704,032	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Exclusion	$2,006,177	ExclusionAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$2,006,177	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	Barbara Brunckhorst 2010 Trust	ContributorPersonNm

Contributor US Address ContributorUSAddress

Field	Value	IRS element (for citing)
Address Line1	2702 Monument Ave	AddressLine1Txt
City	Richmond	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23220	ZIPCd

Field	Value	IRS element (for citing)
Total Contributions	$1,980,000	TotalContributionsAmt
Person Contribution	Yes (X)	PersonContributionInd

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

Field	Value	IRS element (for citing)
Category	Kandel & Company-Accounting & Tax Prep	CategoryTxt
Amt	$60,000	Amt
Net Investment Income	$15,000	NetInvestmentIncomeAmt
Adjusted Net Income	$0	AdjustedNetIncomeAmt
Disbursements Charitable Prps	$45,000	DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (2 entries)

ExplanationExplanationTxt
Kandel & Company
Accounting, Tax Preparation & Management Oversight
Rockefeller Capital Management
Investment advisory and financial management.

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp (138 entries)

BondBondNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Nationwide Fin'l Svcs Inc-6.75%,5/15/87	$174,000	$196,170
Ford Motor Co-6.625%,2/15/28	$4,294	$4,115
Southwestern Energy-6.2%,1/23/25	$352,010	$348,607
Canadian IMP Fin'l-3.75%,7/26/24	$250,000	$246,637
Alabama PWR	$89,387	$98,590
Appalachian PWR Co	$512,333	$536,970
Arizona Pub Svc Co	$433,567	$449,179
Banco Santanda SA-3.8%,2/23/28	$371,052	$376,924
Banco Santanda SA-4.379%,4/12/28	$182,642	$194,248
Banco Santanda SA-5.294%,8/18/27	$391,116	$399,880
Bank of America-5.875%,2/7/42	$96,811	$107,778
Bank of America Corp Note-6.111%,1/29/37	$1,620,679	$1,652,594
Bank of America Corp Note-5%,1/21/44	$92,256	$98,063
Barrick Gold Fin'l Note-5.8%,11/15/34	$359,679	$360,080
Canadian IMP Fin'l-0%,8/10/23
Citigroup Global Hldgs-0%,12/24/23
Citigroup Global Mkts Hldgs-0%,1/6/23
Citigroup Global Mkts Hldgs-0%,5/23/23
Citigroup Global Mkts Hldgs-0%,6/23/23
Columbia Pipeline Group Inc-5.8%,6/1/45	$97,378	$99,520
Comcast Corp-6.4%,3/1/40	$1,035,076	$1,092,280
Credit Suisse-4.35%,6/15/27	$584,548	$607,892
Duke Energy Ind-6.45%,4/1/39	$180,299	$196,107
Endurance Specialty Hldg Note-7%,7/15/34	$546,077	$546,405
General Electric Co-5.2%,7/15/34	$95,020	$96,919
General Electric Co-5.25%,7/15/34	$95,436	$97,855
General Electric Co-5.2%,4/13/45	$225,780	$224,990
GS Fin'l Corp MTN-0%,2/5/25
GS Fin'l Corp Ser E-0%,1/11/24	$3,500,000	$4,093,425
GS Fin'l Corp Ser N-0%,6/21/24
HP Inc-6%,9/15/41	$515,058	$526,690
HSBC Holdings Note-4.95%.3/31/30	$195,094	$198,302
HSBC Holdings Note-6.1%.1/14/42	$264,553	$283,050
JP Morgan Chase Fin'l Co-0%,1/1/25
JP Morgan Chase Fin'l Co-0%,10/24/23
JP Morgan Chase Fin'l Co-0%,8/10/23
JP Morgan Chase Fin'l Co-0%,8/2/24
Keybank National Assoc Note-4.9%,8/8/32	$238,670	$220,792
Legg Mason Inc-5.625%,1/15/44	$302,716	$322,573
Lloyds Banking Group-4.55%,8/16/28	$468,100	$491,715
MetLife Inc Note-5.875%,2/6/41	$105,421	$108,778
Morgan Stanley Note-6.375%,7/24/42	$373,721	$404,327
Nevada Power Co-5.375%,9/14/40	$92,233	$99,461
Nevada Power Co-5.45%,5/15/41	$91,378	$99,585
Nevada Power Co-6.65%,4/1/36	$109,386	$110,041
Oracle Corp-6.5%,4/15/38	$532,045	$551,910
Pacificorp Bond-6.35%,7/15/38	$210,491	$215,602
Paramount Global-6.875%,4/30/36	$546,139	$507,370
Phillip Morris Int'l-6.375%,5/16/38	$517,949	$559,475
Phillip Morris Int'l-4.5%,3/20/42	$174,652	$179,278
Puget Energy Inc Note-6.274%,3/15/37	$104,319	$107,921
Raymond James Fin'l Note-4.95%,7/15/46	$93,326	$93,289
Regions Bank-Birmingham-6.45%,6/26/37	$268,587	$254,082
Royal Bank Canada-0%,11/14/24	$1,000,000	$1,011,900
San Diego Gas & Elec-6%,6/1/39	$105,130	$107,064
Simon Property Group-6.75%,2/1/40	$263,129	$282,428
Southern CA Edison Bond-5.55%,1/15/36	$98,913	$101,903
Southern CA Edison Bond-5.65%,2/1/36	$99,082	$101,819
Southern CA Edison Bond-5.95%,2/1/38	$246,932	$262,055
Southern CA Edison Bond-6.05%,3/15/39	$193,844	$211,634
Southern CA Gas Co-5.125%,11/15/40	$89,303	$98,710
Toledo Hospital Ser 2018B-5.75%,11/15/38	$232,896	$248,320
Toledo Hospital Ser 6.015%,11/15/48	$236,810	$264,980
UBS AG London MTN-0%,1/31/25
UBS AG London MTN-0%,1/10/25
Verizon MD Inc-5.125%,6/15/33	$94,549	$95,963
Amgen Inc-5.75%,3/15/40	$249,485	$258,402
Amgen Inc-5.75%,3/2/63	$100,240	$104,914
Appalachian PWR-6.7%,8/15/37	$544,217	$547,305
Arch Cap Group-5.031%,12/15/46	$917,620	$926,320
Baker Hughes-5.125%,9/15/40	$237,700	$252,495
Banco Santander-5.147%,8/18/25	$198,092	$198,844
Barrick Gold-6.45%,10/15/35	$105,641	$110,259
BOFA Fin'l-0%,10/3/24	$1,000,000	$1,106,200
Centerpoint Energy	$102,592	$106,340
Cigna Group-5.375%,2/15/42	$98,475	$96,829
Citigroup Global-0%,12/5/24	$1,000,000	$1,252,500
Cleco PWR-6%,12/1/40	$199,926	$198,624
Consolidated Edison-5.5%,12/1/39	$198,347	$202,040
Consolidated Edison-5.7%,6/15/40	$200,911	$206,092
Dupont De Nemours-5.419%,11/15/48	$293,110	$311,781
Enbridge Energy-5.5%,9/15/40	$97,539	$98,450
Enbridge Inc-5.5%,12/1/46	$191,422	$195,694
Goldman Sachs-4%,3/3/24	$98,672	$99,708
Goldman sachs-6.25%,2/1/41	$106,033	$111,530
Lincoln National-6.3%,10/9/37	$101,537	$105,688
Lowes Companies-5.75%,7/1/53	$101,338	$105,944
Lowes Companies-5.8%,10/15/36	$204,394	$215,352
McKesson Corp-6%,3/1/41	$258,369	$258,135
Meta Platforms-5.6%,5/15/53	$250,156	$270,958
Meta Platforms-5.75%,5/15/63	$945,896	$1,039,728
Newmont Corp-5.875%,4/1/35	$100,727	$107,552
Nexterra Energy Cap-5.25%,2/28/53	$94,534	$98,218
Norfolk Southern Corp-6%,5/23/11	$145,825	$140,923
Oklahoma Gas & Elec-6.45%,2/1/38	$283,149	$286,552
Oracle Corp-5.55%,2/6/53	$934,310	$1,000,280
Pacificorp-5.5%,5/15/54	$99,268	$98,111
Prudential Fin'l-6.2%,11/15/40	$106,022	$108,167
Public Service Co-6.625%,11/15/37	$268,538	$275,637
Ross Stores-5.45%,4/15/50	$986,750	$933,120
Royal Bank Canada-0%,1/23/25	$500,000	$510,925
Royal Bank Canada-0%,1/31/25	$1,500,000	$1,497,050
Royal Bank Canada-0%,12/19/24	$250,000	$274,625
Royal Bank Canada-0%,6/26/25	$2,000,000	$2,065,600
Royal Bank Canada-0%,7/17/25	$3,500,000	$3,564,050
Royal Bank Canada-0%,8/28/25	$1,000,000	$1,012,600
Royal Bank Canada-0%,11/29/24	$750,000	$826,875
Royal Bank Canada-0%,10/10/24	$250,000	$295,850
Royal Bank Canada-0%,10/3/24	$2,000,000	$2,224,800
Southern Ca Edison-0%,3/1/53	$318,158	$336,810
Southern Ca Edison-0%,6/1/53	$199,570	$210,150
Southern Ca Edison-0%,11/15/35	$257,912	$261,132
Southern Copper-5.875%,4/23/45	$207,653	$204,128
Transcanada Pipelines-5.85%,3/15/36	$248,040	$256,203
Transcanada Pipelines-6.1%,6/1/40	$412,220	$421,132
Truist Bank-3.3%,5/15/26	$460,390	$477,225
Truist Fin'l-3.875%,3/19/29	$90,293	$93,508
Tucson Elec-5.5%,4/15/53	$197,126	$203,750
US Bancorp-3.1%,4/27/26	$231,393	$239,570
Virginia Elec & Pwr-5.45%,4/1/53	$97,216	$102,962
Wells Fargo Bank-5.85%,2/1/37	$252,151	$262,293
Goldman Sachs-6.75%,10/1/17	$1,072,671	$1,100,740
GS Fin'l Corp-0%,12/19/24	$250,000	$260,481
GS Fin'l Corp-0%,1/2/25	$2,000,000	$2,099,051
Halliburton Co-5%,11/15/45	$272,438	$291,150
Halliburton Co-6.7%,9/15/38	$481,795	$526,005
Hartford Fin'l Ser-6.625%,3/30/40	$320,531	$331,293
Hartford Healthcare-5.746%,4/1/44	$462,174	$459,384
HSBC USA-0%,12/2/24	$750,000	$798,375
IBM Corp-4.9%,7/27/52	$91,373	$96,392
Intel Corp-5.05%,8/5/62	$898,510	$988,490
Intel Corp-5.7%,2/10/53	$97,386	$108,111
Intel Corp-5.7%,2/10/53	$205,596	$222,920
JP Morgan Chase-4.95%,6/1/45	$232,942	$239,000
JP Morgan Chase Fin'l-0%,1/23/25	$2,000,000	$2,244,800
JP Morgan Chase Fin'l-0%,10/25/24	$500,000	$543,075
JP Morgan Chase Fin'l-0%,12/19/24	$1,000,000	$1,093,925
JP Morgan Chase Fin'l-0%,8/13/25	$1,200,000	$1,215,400

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (82 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
Nextera Energy Inc
Pfizer Inc
McDonalds Corp	$1,983,749	$2,372,080
Arch Cap Group-5.45%-Pfd F
Apollo Global Mgmt-6.375% B
AT&T Inc
Home Depot Inc
IBM Corp	$1,441,106	$1,799,050
Microsoft Corp	$5,730,986	$6,956,740
National Retail Properties
Walmart Stores
Aegon Funding Co-Pfd-5.1%	$250,000	$217,400
American EQ Inv-Pfd	$75,000	$64,920
Abbvie Inc	$3,302,262	$3,719,280
Amazon.Com	$4,086,724	$4,254,320
Amgen Inc	$1,241,214	$1,440,100
Astrazeneca PLC	$1,642,723	$1,751,100
Brighthouse Financial-Pfd A-6.75%	$250,000	$159,600
Cardinal Health Inc	$1,330,893	$2,217,600
Chevron Corp	$1,038,031	$894,960
Conagra Brands Inc
Emerson Electric Co
Exxon Mobil	$1,502,017	$1,599,680
Gilead Science
Johnson & Johnson	$869,297	$783,700
Merck & Co	$1,140,973	$1,526,280
Proctor & Gamble Co
Verizon Communications Inc
Alphabet CL C	$988,037	$1,127,440
Archer Daniels Midland
Bank of America
BCE Inc
Bristol Myers Squibb
Coca Cola Co
Consolidated Edison Inc
Dominion Energy Inc
Duke Energy Corp
Eli Lilly & Co	$4,360,532	$6,120,660
General Mills Inc
Glaxo Smithkline PLC	$781,593	$815,320
Healthpeak Properties Group
Hershey Co
Kellogg Company
Kraft Heinz Co
Northrim Bancorp Inc
Novartis AG
Nvidia Corporation	$7,443,304	$9,904,400
Raytheon Technologies Corp
Simon Property Group Inc
Union Pacific Corp
United Health Group Inc	$515,876	$526,470
Valero Energy Corp
Vertex Pharmaceuticals Inc	$2,175,217	$2,848,230
Barker Hughes Co CL A
Cheniere Energy
Corning Inc
Energy Transfer LP
Ford Motor PFD-6.5%,8/15/62	$276,387	$255,750
Honeywell Int'l Inc
Kimberly Clark Corp
Kinder Morgan Inc
Kymera Therapeutics Inc
Lockheed Martin Corp
McKesson Corp	$1,321,409	$1,620,430
Moderna Inc
Morgan Stanley Co
Novo Nordisk ADR	$3,020,287	$4,138,000
Pioneer Natural Resources Co
Adobe Systems Inc	$1,793,505	$1,789,800
Apple Inc	$3,079,876	$3,850,600
Arch Cap Group-Pfd	$126,626	$119,100
Deere & Co	$981,239	$1,039,662
General Electric Co	$452,709	$510,520
Madrigal Pharmaceuticals Inc	$711,828	$694,140
Meta Platforms Inc	$2,784,725	$3,185,640
Mongodb Inc-CLA	$814,060	$817,700
Netflix Inc	$1,715,541	$1,947,520
Qualcomm Inc	$118,000	$144,630
Sandoz Group AG	$65,638	$89,628
Servicenow Inc	$337,492	$353,245
Shopify Inc	$511,973	$623,200
Tesla Corp	$749,958	$745,440

Investments Govt Obligations Sch InvestmentsGovtObligationsSch

Field	Value	IRS element (for citing)
US Govt Obligations Book Vl EOY	$1,881,601	USGovtObligationsBookVlEOYAmt
US Govt Obligations EOYFMV	$1,911,224	USGovtObligationsEOYFMVAmt

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (12 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
JP Morgan Equity Inc A	AT COST	$183,832	$392,604
Ishares Select Div ETF	AT COST
Select Sec SPDR ETF Utilities	AT COST
Health Care Select Sec SPDR	AT COST	$1,431,689	$1,500,180
SPDR S&P 500 ETF Tr	AT COST	$5,755,884	$6,654,340
Utilities Select Sec SPDR ETF	AT COST
Ishares S&P 100 Index Fd	AT COST	$381,348	$446,780
Industrial Sal Sec SPDR Fd	AT COST
Invesco QQQ Tr Unit Ser 1	AT COST	$5,254,070	$6,552,320
SPDR Portfolio S&P 500 Div	AT COST
Invesco Exchange Traded S&P	AT COST	$809,122	$943,000
Select Sector SPDR Indust	AT COST	$307,240	$341,970

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (3 entries)

DescDesc	Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt	Net Investment IncomeNetInvestmentIncomeAmt
Filing Fees	$1,500
Interest & Service Charges	$1,534
Service Fees-Securities	$1,369	$1,369

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail (3 entries)

CategoryCategoryTxt	AmtAmt	Net Investment IncomeNetInvestmentIncomeAmt	Adjusted Net IncomeAdjustedNetIncomeAmt	Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt
Investment Advisory Fees	$713,399	$713,399	$0	$0
Kandel & Company-Management	$60,000	$15,000	$0	$45,000
McGuire Woods	$4,412	$0	$0	$4,412

Substantial Contributors Sch SubstantialContributorsSch

Substantial Contributor Detail SubstantialContributorDetail

Field	Value	IRS element (for citing)
Person	Barbara Brunckhorst 2010 Trust	PersonNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	2702 Monument Ave	AddressLine1Txt
City	Richmond	CityNm
State Abbreviation	VA	StateAbbreviationCd
ZIP	23220	ZIPCd

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail (3 entries)

CategoryCategoryTxt	AmtAmt
Excise Tax -'23	$41,220
Unrelated Business Tax-'22	$10,118
Unrelated Business Tax-'23	$589,514