RICHARD STRAVITZ FOUNDATION: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD STRAVITZ FOUNDATION (EIN 27-2552862)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-05-03
- IRS object ID
- 202221239349101802
- Schema version
- 2021v4.0
- 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
- Investments Other Schedule2
- Other Expenses Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-05-03T11:07:35-07:00 | ReturnTs |
| Tax Period End | 2021-12-31 | 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 | 2021-01-01 | 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 | 2022-05-03 | 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 |
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 | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $25,490,756 | 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 | $2,735,200 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $224,146 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $224,146 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $56,513 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,787,096 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $56,513 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $3,015,859 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $280,659 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $10,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $5,000 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $2,501 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $95,980 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $95,744 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $108,481 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $100,744 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,020,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,020,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,128,481 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $100,744 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,020,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $1,887,378 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $179,915 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $76,250 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $41,787 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $41,787 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $26,082 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $23,581 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $23,581 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $11,120,344 | CorporateStockBOYAmt |
| Corporate Stock EOY | $12,894,686 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $25,297,731 | CorporateStockEOYFMVAmt |
| Other Investments BOY | $1,650,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $1,800,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $127,657 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $12,872,676 | TotalAssetsBOYAmt |
| Total Assets EOY | $14,760,054 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $25,490,756 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $12,872,676 | CapitalStockBOYAmt |
| Capital Stock EOY | $14,760,054 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $12,872,676 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $14,760,054 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $12,872,676 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $14,760,054 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $12,872,676 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $1,887,378 | ExcessRevenueOverExpensesAmt |
| Subtotal | $14,760,054 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $14,760,054 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (30 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 10,000 AT & T-4.75% | P | 2020-02-13 | 2021-04-21 | $253,731 | $250,000 | $3,731 | $3,731 |
| 10,000 Allstate Corp-4.75% | P | 2019-11-05 | 2021-04-21 | $267,813 | $250,000 | $17,813 | $17,813 |
| 3,000 American Equity fd-5.95% | P | 2019-11-15 | 2021-04-21 | $80,222 | $75,000 | $5,222 | $5,222 |
| 10,000 American Fin'l-5.125% | P | 2019-11-21 | 2021-04-21 | $271,826 | $250,000 | $21,826 | $21,826 |
| 5,000 WR Berkley-5.10% | P | 2019-12-10 | 2021-04-21 | $132,667 | $125,000 | $7,667 | $7,667 |
| 5,000 CIT Group=5.625% | P | 2019-11-07 | 2021-04-21 | $132,104 | $125,000 | $7,104 | $7,104 |
| 10,000 Capital One Fin'l-4.8% | P | 2020-01-29 | 2021-04-21 | $255,721 | $250,000 | $5,721 | $5,721 |
| 10,000 Citzens Fin'l Group=5% | P | 2019-10-22 | 2021-04-21 | $262,129 | $250,000 | $12,129 | $12,129 |
| 10,000 Equitable Hldgs-5.25% | P | 2019-11-21 | 2021-04-21 | $264,917 | $250,000 | $14,917 | $14,917 |
| 10,000 First Republic Bank-4.7% | P | 2019-11-26 | 2021-04-21 | $258,130 | $250,000 | $8,130 | $8,130 |
| 20,000 Ford Motor-6% | P | 2019-12-04 | 2021-04-21 | $532,489 | $500,000 | $32,489 | $32,489 |
| 4,000 JP Morgan Chase-5% | P | 2019-01-18 | 2021-04-21 | $112,271 | $100,000 | $12,271 | $12,271 |
| 4,000 Metlife-4.75% | P | 2019-01-08 | 2021-04-21 | $106,689 | $100,000 | $6,689 | $6,689 |
| 10,000 Public Storage-4.7% | P | 2019-11-06 | 2021-04-21 | $277,635 | $250,000 | $27,635 | $27,635 |
| 10.000 SVB Fin'l Group-5.25% | P | 2019-12-03 | 2021-04-21 | $272,238 | $250,000 | $22,238 | $22,238 |
| 5,000 Southern Co | P | 2020-01-07 | 2021-04-21 | $134,047 | $125,000 | $9,047 | $9,047 |
| 800 Beyond Meat | P | 2020-05-08 | 2021-07-06 | $121,123 | $103,563 | $17,560 | $17,560 |
| 900 Bristol Myers Squibb | P | 2014-11-04 | 2021-07-06 | $59,994 | $52,052 | $7,942 | $7,942 |
| 900 Trex Company | P | 2021-04-28 | 2021-07-06 | $91,364 | $98,081 | -$6,717 | -$6,717 |
| 255 Verizon Comm | P | 2010-10-08 | 2021-07-23 | $14,340 | $8,490 | $5,850 | $5,850 |
| 500 Alibaba Group Hldgs | P | 2021-07-28 | 2021-07-28 | $98,955 | $95,442 | $3,513 | $3,513 |
| Fraction Sylvamo Corp | P | 2021-10-02 | 2021-10-05 | $5 | -$5 | -$5 | |
| 750 Crispr Therapeutics | P | 2021-11-15 | 2021-11-15 | $65,520 | $94,290 | -$28,770 | -$28,770 |
| 7,000 Ericsson Spon ADR | P | 2021-11-15 | 2021-11-15 | $76,743 | $99,855 | -$23,112 | -$23,112 |
| 750 Exact Sciences Corp | P | 2021-11-15 | 2021-11-15 | $70,197 | $96,581 | -$26,384 | -$26,384 |
| 1,000 Gilead Sciences Inc | P | 2021-01-15 | 2021-11-15 | $67,292 | $82,510 | -$15,218 | -$15,218 |
| 2,800 IBM Corp | P | 2021-11-15 | 2021-11-15 | $336,782 | $379,052 | -$42,270 | -$42,270 |
| 7,000 Neurometrix Inc | P | 2021-11-15 | 2021-11-15 | $55,235 | $96,500 | -$41,265 | -$41,265 |
| 400 OKTA Inc | P | 2021-04-23 | 2021-11-15 | $102,559 | $109,389 | -$6,830 | -$6,830 |
| 560 Kyndrl Holdings | P | 2021-11-04 | 2021-11-15 | $12,363 | $14,773 | -$2,410 | -$2,410 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $56,513 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | -$189,468 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $2,501 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,501 | SubtotalAmt |
| Tax Based On Investment Income | $2,501 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $26,082 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $26,082 | TotalPaymentsAndCreditsAmt |
| Overpayment | $23,581 | OverpaymentAmt |
| Applied To ES Tax | $23,581 | 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 | $95,744 | CompensationAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $142,664 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $21,424,007 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $33,742 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $21,600,413 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $21,600,413 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $324,006 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $21,276,407 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $1,063,820 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $1,063,820 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,501 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,501 | TotalTaxAmt |
| Distributable Before Adj | $1,061,319 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $1,061,319 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $1,061,319 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,020,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $1,020,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $1,061,319 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $115,296 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $115,296 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,020,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,020,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $41,319 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $41,319 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $73,977 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $73,977 | ExcessDistriCyovToNextYrAmt |
| Excess From Year1 | $73,977 | ExcessFromYear1Amt |
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 | $400,000 | ||||
| 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 | $30,000 | ||||
| Massachusetts General Hospital | |||||||||||
| 125 Nashua Street-Ste 540 | Boston | MA | 02114 | N/A | PC | ALS Research | $250,000 | ||||
| Childrens Hospital King's Daughters | |||||||||||
| 601 Childrens Lane | Norfolk | VA | 23507 | N/A | PC | General & Capital Purposes, unless noted | $50,000 | ||||
| AASID Foundation | |||||||||||
| 1001 N Fairfax St-Ste 400 | Alexandria | VA | 22314 | N/A | PC | ALS Research | $30,000 | ||||
| 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 | $35,000 | ||||
| Eliza Hope Foundation | |||||||||||
| 4924 Kemps Lake Dr | Virginia Beach | VA | 23462 | N/A | PC | General & Capital Purposes, unless noted | $5,000 | ||||
| Team Gleason Foundation | |||||||||||
| PO Box 24493 | New Orleans | LA | 70184 | N/A | PC | General & Capital Purposes, unless noted | $25,000 | ||||
| University College London | |||||||||||
| N/A | GOV | ALS Research | $85,000 | Gower Street | London | UK | WC1E 6BT | ||||
| University of Michigan | |||||||||||
| 500 S State Street | Ann Arbor | MI | 48109 | N/A | PC | ALS Research | $35,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,020,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $224,146 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $56,513 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $280,659 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $280,659 | 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 | $2,735,200 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
| Noncash Contribution | Yes (X) | NoncashContributionInd |
Non Cash Property Contribution NonCashPropertyContributionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Noncash Property | 10,000 Nvidia Corp | NoncashPropertyDesc |
| Fair Market Value | $2,085,200 | FairMarketValueAmt |
| Received | 2021-10-13 | ReceivedDt |
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 (76 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Verizon Communications | $11,758 | $12,522 |
| Henry Schein Inc | $64,190 | $93,036 |
| Humana Inc | $145,432 | $324,702 |
| Marriott Int'l Inc | $52,231 | $115,668 |
| Norfolk Southern | $108,505 | $297,710 |
| Parker Hannifin Corp | $50,661 | $127,248 |
| Sherwin Williams | $151,753 | $422,592 |
| Union Pacific Corp | $105,552 | $226,737 |
| Ishares Nasdaq Biotech ETF | $86,426 | $99,966 |
| Alphabet Inc-CL C | $497,324 | $1,403,391 |
| Costco Wholesale | $207,206 | $624,470 |
| Home Depot | $398,085 | $830,020 |
| JP Morgan Chase | $99,825 | $237,525 |
| Lockheed Martin | $99,068 | $159,934 |
| Mastercard CL-A | $361,256 | $754,572 |
| Microsoft Corp | $494,793 | $2,152,448 |
| Nike Inc-B | $96,285 | $250,005 |
| Bristo; Myers Squibb | ||
| Deere & Co | $205,644 | $505,763 |
| Marsh & McLennan | $94,904 | $260,730 |
| Paypal Holdings | $102,771 | $471,450 |
| T-Mobile US Inc | $101,390 | $231,960 |
| Block Inc- CL A | $144,185 | $379,549 |
| VMW Are Inc CL A | $166,248 | $162,232 |
| Adobe Systems Inc | $214,533 | $567,060 |
| Alibaba Group Hldg Ltd | ||
| Amazon | $1,912,151 | $2,500,755 |
| Apple Inc | $413,900 | $1,562,616 |
| Intuitive Surgical Inc | $407,971 | $862,320 |
| Netflix Inc | $64,734 | $120,488 |
| Allstate Corp-Pfd,4.75% | ||
| American Equity Fd Inv-Pfd, 5.95% | ||
| American Fin'l-Pfd, 5.125% | ||
| Equitable Hldgs-Pfd, 5.250% | ||
| Caterpillar Inc | $297,158 | $440,356 |
| CIT Group-Pfd | ||
| Citizens Fin'l Group-Pfd | ||
| Coupa Software Inc | $46,011 | $47,415 |
| First Republic Bank-Pfd J | ||
| Ford Motor Co-Pfd | ||
| JP Morgan Chase-Pfd EE, 6% | ||
| Medical Properties Trust | $14,426 | $18,904 |
| Mercadolibre Inc | $150,395 | $195,518 |
| Public Storage-Pfd J, 4.7% | ||
| SVB Financial Group-Pfd, 5.25% | ||
| Trade Desk Inc-CL A | $97,746 | $247,428 |
| Varonis Communications | $49,133 | $102,438 |
| WR Berkley Corp-Pfd, 5.1% | ||
| Beyond Meat Inc | ||
| Capital One Fin-Pfd 4.8% | ||
| AT&T-Pfd, 4.75% | ||
| ETSY Inc | $49,793 | $98,523 |
| Gilead Sciences Inc | ||
| Metlife-Pfd,4.75% | ||
| Solaredge Technologies Inc | $25,784 | $39,280 |
| Southern Co-Pfd, 4.95% | ||
| Abbvie Inc | $308,556 | $379,120 |
| Align Technology inc | $98,483 | $105,150 |
| Bank of Butterfield | $191,186 | $190,550 |
| Bank of Montreal | $208,900 | $247,756 |
| Chevron Corp | $159,957 | $164,290 |
| Exxon Mobil Corp | $160,562 | $152,975 |
| Fortinet Inc | $96,513 | $143,760 |
| Fulgent Genetics Inc | $199,641 | $231,357 |
| Fusion Fuel Green PLC | $193,619 | $124,200 |
| Generac Holdings Inc | $197,039 | $195,315 |
| Illumina Inc | $95,522 | $91,306 |
| International Paper Co | $95,817 | $84,564 |
| Ivanhoe Mines Ltd | $99,768 | $114,381 |
| LAM Research Corp | $207,918 | $233,724 |
| MP Materials Corp-CL A | $113,040 | $181,680 |
| Nvidia Corp | $2,583,512 | $5,329,273 |
| Regeneron Pharmaceuticals Inc | $101,159 | $126,304 |
| Sea Limited ADS | $95,979 | $89,484 |
| Sylvamo Corp | $5,376 | $4,546 |
| Zacaler Inc | $92,912 | $160,665 |
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 | $1,800,000 | BookValueAmt |
| EOYFMV | $127,657 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|
| Advisory Fees | $95,744 | $95,744 |
| Bank Service Fees | $236 |
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-'21 | CategoryTxt |
| Amt | $2,501 | Amt |