RICHARD STRAVITZ FOUNDATION: Form 990PF, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD STRAVITZ FOUNDATION (EIN 27-2552862)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-04-15
- IRS object ID
- 202301059349100610
- Schema version
- 2022v5.0
- 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 Stock Schedule
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-04-15T06:21:02-07:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 2023-04-03 | 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 | 2022 | 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 | $18,508,421 | 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 | $134,512 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $134,512 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | -$50,766 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $310,725 | GrossSalesPriceAmt |
| Total Rev And Expnss | $2,083,746 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $134,512 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $496 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $93,820 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $93,812 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $104,316 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $98,812 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $901,500 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $901,500 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,005,816 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $98,812 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $901,500 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,077,930 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $35,700 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $41,787 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $207,555 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $207,555 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $23,581 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,085 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,085 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,894,686 | CorporateStockBOYAmt |
| Corporate Stock EOY | $13,657,344 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $18,176,710 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,800,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,950,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $101,071 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $14,760,054 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,837,984 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $18,508,421 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $14,760,054 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,837,984 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $14,760,054 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,837,984 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $14,760,054 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,837,984 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $14,760,054 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,077,930 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,837,984 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,837,984 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (4 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 160 Align technology Inc | P | 2021-04-28 | 2022-05-13 | $41,403 | $98,483 | -$57,080 | -$57,080 |
| 2,350 Block Inc | P | 2017-11-21 | 2022-08-24 | $170,077 | $144,185 | $25,892 | $25,892 |
| 150 Coupa Software Inc | P | 2019-09-06 | 2022-12-19 | $11,792 | $23,006 | -$11,214 | -$11,214 |
| 1,800 International Paper Co | P | 2021-04-22 | 2022-04-21 | $87,453 | $95,817 | -$8,364 | -$8,364 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | -$50,766 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$8,364 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $496 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $496 | SubtotalAmt |
| Tax Based On Investment Income | $496 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $23,581 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $23,581 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,085 | OverpaymentAmt |
| Applied To ES Tax | $23,085 | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Capital Management | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | One Town Center Road-Ste 500 | AddressLine1Txt |
| City | Boca Raton | CityNm |
| State Abbreviation | FL | StateAbbreviationCd |
| ZIP | 33486 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | Investment Advisory | ServiceTypeTxt |
| Compensation | $93,812 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $19,546,096 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $278,139 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $39,208 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $19,863,443 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $19,863,443 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $297,952 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $19,565,491 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $978,275 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $978,275 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $496 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $496 | TotalTaxAmt |
| Distributable Before Adj | $977,779 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $977,779 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $977,779 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $901,500 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $901,500 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $977,779 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr2 | $73,977 | ExcessDistributionCyovYr2Amt |
| Total Excess Distribution Cyov | $73,977 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $901,500 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $901,500 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $73,977 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $73,977 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $2,302 | UndistributedIncomeCYAmt |
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 | $360,000 | ||||
| Hospital for Special Surgery Founda | |||||||||||
| 535 East 70th Street | New York | NY | 10021 | N/A | PC | General & Capital Purposes, unless noted | $23,000 | ||||
| Doctors Without Borders USA Inc | |||||||||||
| 40 Rector Street | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $21,000 | ||||
| Massachusetts General Hospital | |||||||||||
| 125 Nashua Street-Ste 540 | Boston | MA | 02114 | N/A | PC | ALS Research | $225,000 | ||||
| Childrens Hospital King's Daughters | |||||||||||
| 601 Childrens Lane | Norfolk | VA | 23507 | N/A | PC | General & Capital Purposes, unless noted | $35,000 | ||||
| AASID Foundation | |||||||||||
| 1001 N Fairfax St-Ste 400 | Alexandria | VA | 22314 | N/A | PC | ALS Research | $27,000 | ||||
| ALS Association | |||||||||||
| 1300 Wilson Blvd-Ste 600 | Arlington | VA | 22209 | N/A | PC | ALS Research | $45,000 | ||||
| Barrow Neurological Foundation | |||||||||||
| 124 W Thomas Road-Suite 250 | Phoenix | AZ | 85013 | N/A | PC | ALS Research | $31,000 | ||||
| Eliza Hope Foundation | |||||||||||
| 4924 Kemps Lake Dr | Virginia Beach | VA | 23462 | N/A | PC | General & Capital Purposes, unless noted | $3,500 | ||||
| Team Gleason Foundation | |||||||||||
| PO Box 24493 | New Orleans | LA | 70184 | N/A | PC | General & Capital Purposes, unless noted | $23,000 | ||||
| University College London | |||||||||||
| N/A | GOV | ALS Research | $76,000 | Gower Street | London | UK | WC1E 6BT | ||||
| University of Michigan | |||||||||||
| 500 S State Street | Ann Arbor | MI | 48109 | N/A | PC | ALS Research | $32,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $901,500 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $134,512 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | -$50,766 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $83,746 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $83,746 | 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 Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (71 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Verizon Communications | $11,758 | $9,495 |
| Henry Schein Inc | $64,190 | $95,844 |
| Humana Inc | $145,432 | $358,533 |
| Marriott Int'l Inc | $52,231 | $104,223 |
| Norfolk Southern | $108,505 | $246,420 |
| Parker Hannifin Corp | $50,661 | $116,400 |
| Sherwin Williams | $151,753 | $284,796 |
| Union Pacific Corp | $105,552 | $186,363 |
| Ishares Nasdaq Biotech ETF | $86,426 | $85,995 |
| Alphabet Inc-CL C | $497,324 | $860,681 |
| Costco Wholesale | $207,206 | $502,150 |
| Home Depot | $398,084 | $631,720 |
| JP Morgan Chase | $99,825 | $201,150 |
| Lockheed Martin | $148,283 | $267,569 |
| Mastercard CL-A | $361,256 | $730,233 |
| Microsoft Corp | $494,793 | $1,534,848 |
| Nike Inc-B | $96,285 | $175,515 |
| Deere & Co | $205,644 | $632,421 |
| Marsh & McLennan | $94,904 | $248,220 |
| Paypal Holdings | $102,771 | $178,050 |
| T-Mobile US Inc | $101,390 | $280,000 |
| Block Inc- CL A | ||
| VMW Are Inc CL A | $142,635 | $171,864 |
| Adobe Systems Inc | $214,533 | $336,530 |
| Amazon | $1,912,151 | $1,260,000 |
| Apple Inc | $413,900 | $1,143,384 |
| Intuitive Surgical Inc | $407,971 | $636,840 |
| Netflix Inc | $64,734 | $58,976 |
| Caterpillar Inc | $297,158 | $510,263 |
| Coupa Software Inc | $23,005 | $11,876 |
| Medical Properties Trust | $14,282 | $8,912 |
| Mercadolibre Inc | $150,395 | $122,705 |
| Trade Desk Inc-CL A | $97,746 | $121,041 |
| Varonis Communications | $49,133 | $50,274 |
| ETSY Inc | $49,793 | $53,901 |
| General Dynamics Corp | $50,418 | $49,622 |
| Solaredge Technologies Inc | $51,707 | $62,319 |
| Abbvie Inc | $308,556 | $452,508 |
| Align Technology inc | ||
| Bank of Butterfield | $191,186 | $149,050 |
| Bank of Montreal | $208,900 | $208,380 |
| Chevron Corp | $259,317 | $350,006 |
| Exxon Mobil Corp | $160,562 | $275,750 |
| Fortinet Inc | $96,513 | $97,780 |
| Fulgent Genetics Inc | $199,641 | $68,494 |
| Fusion Fuel Green PLC | $193,619 | $66,450 |
| Generac Holdings Inc | $197,039 | $55,866 |
| Illumina Inc | $95,522 | $48,528 |
| International Paper Co | ||
| Ivanhoe Mines Ltd | $99,768 | $110,558 |
| LAM Research Corp | $207,918 | $136,597 |
| MP Materials Corp-CL A | $113,040 | $97,120 |
| Nvidia Corp | $2,583,512 | $2,648,057 |
| Regeneron Pharmaceuticals Inc | $101,159 | $144,298 |
| Sea Limited ADS | $95,979 | $20,812 |
| Sylvamo Corp | $5,376 | $7,920 |
| Zacaler Inc | $92,912 | $55,950 |
| Boeing Co | $93,487 | $95,245 |
| Cheniere Energy Inc | $83,935 | $74,980 |
| Eli Lilly & Co | $54,975 | $54,876 |
| EQT Corp | $86,634 | $60,894 |
| Equinor ASA ADR | $101,331 | $96,687 |
| Honeywell International Inc | $52,591 | $53,575 |
| Intellia Therapeutics Inc | $56,995 | $34,890 |
| Kinder Morgan Inc | $113,284 | $108,480 |
| Mosaic Co | $10,279 | $6,142 |
| Occidental Pete Corp | $9,805 | $10,078 |
| Oneck Inc | $113,465 | $114,318 |
| Raytheon Technologies Corp | $47,901 | $50,460 |
| Select Sector SPDR Tr Energy | $46,447 | $43,735 |
| Vertex Pharmaceuticals Inc | $51,862 | $49,093 |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Advisory Fees | $93,812 | $93,812 |
| Bank Service Fees | $8 |
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-'22 | CategoryTxt |
| Amt | $496 | Amt |