RICHARD STRAVITZ FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- RICHARD STRAVITZ FOUNDATION (EIN 27-2552862)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-11
- IRS object ID
- 202532849349100308
- Schema version
- 2024v5.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- Accounting Fees Schedule
- Contractor Compensation Expln
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Other Expenses Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-11T13:44:26-07:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 2025-05-23 | 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 | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $50,213,271 | 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 | $3,036,000 | ContriRcvdRevAndExpnssAmt |
| Dividends Rev And Expnss | $365,634 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $365,634 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $1,493,765 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,120,425 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $1,493,765 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $4,895,399 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,859,399 | TotalNetInvstIncmAmt |
| Accounting Fees Rev And Expnss | $15,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $7,500 | AccountingFeesNetInvstIncmAmt |
| Taxes Rev And Expnss | $22,703 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $218,568 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $218,568 | OtherExpensesNetInvstIncmAmt |
| Tot Opr Expenses Rev And Expnss | $256,271 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $226,068 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $0 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $2,000,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $2,000,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $2,256,271 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $226,068 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $2,000,000 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,639,128 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $1,633,331 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $5,552 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $121,077 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $121,077 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $21,784 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $49,081 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $49,081 | PrepaidExpensesEOYFMVAmt |
| Corporate Stock BOY | $12,865,822 | CorporateStockBOYAmt |
| Corporate Stock EOY | $15,212,128 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $48,971,137 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $1,000,000 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $1,000,000 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $981,650 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $2,100,000 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $2,250,000 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $90,326 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $15,993,158 | TotalAssetsBOYAmt |
| Total Assets EOY | $18,632,286 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $50,213,271 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $15,993,158 | CapitalStockBOYAmt |
| Capital Stock EOY | $18,632,286 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $15,993,158 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $18,632,286 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $15,993,158 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $18,632,286 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $15,993,158 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,639,128 | ExcessRevenueOverExpensesAmt |
| Subtotal | $18,632,286 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $18,632,286 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Rockefeller Capital Management | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $4,120,425 | GrossSalesPriceAmt |
| Cost Or Other Basis | $2,626,660 | CostOrOtherBasisAmt |
| Gain Or Loss | $1,493,765 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $1,493,765 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $1,493,765 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $1,493,765 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $22,703 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $22,703 | SubtotalAmt |
| Tax Based On Investment Income | $22,703 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $71,784 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $71,784 | TotalPaymentsAndCreditsAmt |
| Overpayment | $49,081 | OverpaymentAmt |
| Applied To ES Tax | $49,081 | 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 | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Kandel & Company | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9172826135 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 175 Pinelawn Road-Ste 302 | AddressLine1Txt |
| City | Melville | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11747 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | false | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|---|---|---|---|
| Richard P Stravitz | ||||||
| 1217 Laskin Road | Virginia Beach | VA | 23451 | Trustee | 1.00 | $0 |
| Richard T Stravitz | ||||||
| 2702 Monument Ave | Richmond | VA | 23220 | Trustee | 1.00 | $0 |
| Kathleen Thompson | ||||||
| 1217 Laskin Road | Virginia Beach | VA | 23451 | Trustee | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| Rockefeller Capital Management | |||||
| One Town Center Road-Ste 500 | Boca Raton | FL | 33486 | Investment Advisory | $218,568 |
| Kandel & Company | |||||
| 175 Pinelawn Road-Ste 302 | Melville | NY | 11747 | Accounting & Tax Prep | $15,000 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $43,590,162 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $153,155 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $20,628 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $43,763,945 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $43,763,945 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $656,459 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $43,107,486 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $2,155,374 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $2,155,374 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $22,703 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $22,703 | TotalTaxAmt |
| Distributable Before Adj | $2,132,671 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $2,132,671 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $2,132,671 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $2,000,000 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $2,000,000 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $2,132,671 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr1 | $64,417 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,417 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $2,000,000 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $2,000,000 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $64,417 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $64,417 | ExcessDistributionCyovAppCYAmt |
| Undistributed Income CY | $68,254 | 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 (26 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 | $580,000 | ||||
| Hospital for Special Surgery | |||||||||||
| 535 East 70th Street | New York | NY | 10021 | N/A | PC | General & Capital Purposes, unless noted | $40,000 | ||||
| Doctors Without Borders USA Inc | |||||||||||
| 40 Rector Street | New York | NY | 10006 | N/A | PC | General & Capital Purposes, unless noted | $85,000 | ||||
| Massachusetts General Hospital | |||||||||||
| 125 Nashua Street-Ste 540 | Boston | MA | 02114 | N/A | PC | ALS Research | $500,000 | ||||
| R Packard Center for ALS Research | |||||||||||
| 733 N Broadway-Ste 100 | Baltimore | MD | 21205 | N/A | PC | General & Capital Purposes, unless noted | $150,000 | ||||
| ALS Association | |||||||||||
| 1300 Wilson Blvd-Ste600 | Arlington | MD | 21215 | N/A | PC | ALS Research | $75,000 | ||||
| Team Gleason Foundation | |||||||||||
| PO Box 24493 | New Orleans | LA | 70184 | N/A | PC | General & Capital Purposes, unless noted | $50,000 | ||||
| UCL Queen Square Inst of Neurology | |||||||||||
| N/A | GOV | ALS Research | $120,000 | Queen Square | London | UK | WC1N 3BG | ||||
| University of Michigan | |||||||||||
| 3003 So State Strret-Ste 8000 | Ann Arbor | MI | 48109 | N/A | PC | ALS Research | $85,000 | ||||
| Hope Loves Company | |||||||||||
| 800 Denow Road | Pennington | NJ | 08534 | N/A | PC | General & Capital Purposes, unless noted | $15,000 | ||||
| Northeast ALS Consortium | |||||||||||
| 200 Portland St-FL 5 | Boston | MA | 02114 | N/A | PC | General & Capital Purposes, unless noted | $100,000 | ||||
| I AM ALS | |||||||||||
| 1200 18th Street NW-7th FL | Washington | DC | 20036 | N/A | PC | General & Capital Purposes, unless noted | $5,000 | ||||
| Live Like Lou Foundation | |||||||||||
| 2 S Campus Ave | Oxford | OH | 45056 | N/A | PC | General & Capital Purposes, unless noted | $5,000 | ||||
| Hop On a Cure Foundation | |||||||||||
| 760 Roswell Road-Ste 398 | Roswell | GA | 30076 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| Les Turner Foundation | |||||||||||
| 5550 W Touhy Ave-Ste 302 | Skokie | IL | 60077 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| Answer ALS | |||||||||||
| 2021 lakeshore Dr-Ste 304 | New Orleans | LA | 70122 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| Project ALS | |||||||||||
| 2585 Broadway- Ste 202 | New York | NY | 10025 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| Target ALS Foundation | |||||||||||
| 244 Madison Ave-Ste 1025 | New York | NY | 10016 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| ALS United New York | |||||||||||
| 42 Broadway-Ste 1724 | New York | NY | 10004 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| VCU ALS Research MCV Foundation | |||||||||||
| 111 N Fourth St-PO Box 843042 | Richmond | VA | 23284 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| Everything ALS | |||||||||||
| 1568 Plateau Ave | Los Altos | CA | 94024 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| Compassionate Care ALS | |||||||||||
| PO Box 1052 | West Falmouth | MA | 02574 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| ALS One | |||||||||||
| 8 Industrial Way | Whitman | MA | 02382 | N/A | PC | General & Capital Purposes, unless noted | $10,000 | ||||
| ALS Therapy Development Institute | |||||||||||
| 480 Arsenal St-Ste 201 | Watertown | MA | 02472 | N/A | PC | General & Capital Purposes, unless noted | $20,000 | ||||
| Cedar Sinai | |||||||||||
| 6500 Wilshire Blvd-Ste 1600 | Los Angeles | CA | 90048 | N/A | PC | General & Capital Purposes, unless noted | $20,000 | ||||
| Brain Cancer Research Institute | |||||||||||
| 3535 Del Mar Heights Rd-Ste 133 | San Diego | CA | 92130 | N/A | PC | General & Capital Purposes, unless noted | $50,000 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $2,000,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $365,634 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $1,493,765 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $1,859,399 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,859,399 | 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 | $3,036,000 | 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 | 20,000 Shrs Nvidia Corp | NoncashPropertyDesc |
| Fair Market Value | $2,936,000 | FairMarketValueAmt |
| Received | 2024-11-21 | ReceivedDt |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Accounting | $7,500 | $7,500 | $0 | $0 |
| Tax Preparation | $7,500 | $0 | $0 | $0 |
Contractor Compensation Expln ContractorCompensationExpln
Contractor Comp Expln ContractorCompExplnGrp
Contractor Business Name ContractorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Rockefeller Capital Management | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | Investment Advisory and Portfolio Management | ExplanationTxt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (3 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| GS Corp 0%,12/04/24 | ||
| JP Morgan Chase-5%,12/4/24 | ||
| Barclays Bank PLC-0% | $1,000,000 | $981,650 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (67 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Verizon Communications | ||
| Henry Schein Inc | ||
| Humana Inc | $117,812 | $126,855 |
| Marriott Int'l Inc | $46,262 | $172,943 |
| Norfolk Southern | $100,910 | $218,271 |
| Parker Hannifin Corp | $50,661 | $254,412 |
| Union Pacific Corp | $105,552 | $205,236 |
| Alphabet Inc-CL C | $497,324 | $1,847,268 |
| Costco Wholesale | $409,391 | $1,236,964 |
| Home Depot | $318,051 | $544,586 |
| JP Morgan Chase | $99,825 | $359,565 |
| Lockheed Martin | $115,261 | $194,376 |
| Mastercard CL-A | $323,444 | $905,700 |
| Microsoft Corp | $494,793 | $2,697,600 |
| Nike Inc-B | ||
| Deere & Co | $187,939 | $338,960 |
| Marsh & McLennan | $56,942 | $191,169 |
| Paypal Holdings | ||
| T-Mobile US Inc | $149,551 | $496,643 |
| Adobe Systems Inc | $64,840 | $111,170 |
| Amazon | $1,912,151 | $3,290,850 |
| Apple Inc | $394,619 | $2,078,486 |
| Intuitive Surgical Inc | $407,971 | $1,252,704 |
| Netflix Inc | $64,734 | $178,264 |
| Caterpillar Inc | $226,693 | $555,023 |
| Medical Properties Trust | $14,283 | $3,160 |
| Mercadolibre Inc | $150,395 | $246,564 |
| Trade Desk Inc-CL A | $97,746 | $317,331 |
| Varonis Communications | $49,133 | $93,303 |
| General Dynamics Corp | ||
| Abbvie Inc | $308,556 | $497,560 |
| Bank of Montreal | ||
| Chevron Corp | $259,317 | $282,438 |
| Exxon Mobil Corp | $213,390 | $328,841 |
| Fortinet Inc | ||
| Grayscale Bitcoin Tr | $127,987 | $255,421 |
| Ivanhoe Mines Ltd | $99,768 | $166,069 |
| LAM Research Corp | $207,919 | $234,747 |
| MP Materials Corp-CL A | ||
| Nvidia Corp | $5,286,312 | $26,508,846 |
| Regeneron Pharmaceuticals Inc | $149,477 | $178,082 |
| Sylvamo Corp | $58,191 | $72,145 |
| Zacaler Inc | ||
| Boeing Co | ||
| Cheniere Energy Inc | ||
| Eli Lilly & Co | $603,551 | $698,660 |
| EQT Corp | ||
| Equinor ASA ADR | ||
| Honeywell International Inc | ||
| Kinder Morgan Inc | ||
| Occidental Pete Corp | ||
| Oneck Inc | $112,721 | $174,696 |
| RTX Corp | $42,345 | $51,149 |
| Select Sector SPDR Tr Energy | ||
| Vertex Pharmaceuticals Inc | $156,868 | $181,215 |
| Colgate-Palmotive | ||
| IShares US Aer Def EFT | $49,122 | $61,774 |
| Merck & Co Inc | $45,793 | $40,289 |
| Pioneer Natural Resources Co | ||
| Proctor & Gamble Co | ||
| Sherwin Williams Co | $151,753 | $407,916 |
| Sorthern Copper Corp | $105,875 | $106,622 |
| Tesla Inc | ||
| Qualcomm Inc | $172,565 | $126,737 |
| Taiwan Semiconductor | $201,598 | $256,737 |
| Vaneck ETF Tr Semiconductor | $197,060 | $193,736 |
| Invesco QQQ Tr Unit Ser 1 | $205,677 | $230,054 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | Lincoln National-Policy | CategoryOrItemTxt |
| Listed At Cost Or FMV | AT COST | ListedAtCostOrFMVCd |
| Book Value | $2,250,000 | BookValueAmt |
| EOYFMV | $90,326 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Advisory Fees | Desc |
| Revenue And Expenses Per Books | $218,568 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $218,568 | NetInvestmentIncomeAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | Excise Tax-'24 | CategoryTxt |
| Amt | $22,703 | Amt |