BRUNCKHORST FOUNDATION: Form 990PF, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- BRUNCKHORST FOUNDATION (EIN 23-7000850)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-10-11
- IRS object ID
- 202532849349100008
- 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
- Legal Fees Schedule
- Other Expenses Schedule
- Other Professional Fees Schedule
- Substantial Contributors Sch
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-10-11T13:34:49-07:00 | 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 | 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 | President & CEO | PersonTitleTxt |
| Signature | 2025-07-24 | 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 | $184,648,070 | 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 | $580,000 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $13,291 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $13,291 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $4,314,360 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $4,314,360 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $6,945,690 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $112,640,005 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $6,945,690 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $11,853,341 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $11,273,341 | TotalNetInvstIncmAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $148,800 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $100,800 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $11,383 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $11,383 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $3,036 | LegalFeesRevAndExpnssAmt |
| Legal Fees Dsbrs Chrtbl | $3,036 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $90,000 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $22,500 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $67,500 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $1,003,395 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $935,895 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $67,500 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $163,987 | TaxesRevAndExpnssAmt |
| Other Expenses Rev And Expnss | $3,802 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $1,860 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $1,670 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $1,424,403 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $960,255 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $251,889 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $7,445,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $7,445,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $8,869,403 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $960,255 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $7,696,889 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $2,983,938 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $10,313,086 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $4,610,200 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $8,177,122 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $8,177,122 | SavAndTempCashInvstEOYFMVAmt |
| Prepaid Expenses BOY | $676,116 | PrepaidExpensesBOYAmt |
| Prepaid Expenses EOY | $762,129 | PrepaidExpensesEOYAmt |
| Prepaid Expenses EOYFMV | $762,129 | PrepaidExpensesEOYFMVAmt |
| US Government Obligations BOY | $1,881,601 | USGovernmentObligationsBOYAmt |
| Corporate Stock BOY | $61,010,787 | CorporateStockBOYAmt |
| Corporate Stock EOY | $68,807,420 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $102,086,503 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $56,532,239 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $40,177,387 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $43,086,006 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $14,123,185 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $23,894,008 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $30,536,310 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $138,834,128 | TotalAssetsBOYAmt |
| Total Assets EOY | $141,818,066 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $184,648,070 | TotalAssetsEOYFMVAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $138,834,128 | CapitalStockBOYAmt |
| Capital Stock EOY | $141,818,066 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $138,834,128 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $141,818,066 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $138,834,128 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $141,818,066 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $138,834,128 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $2,983,938 | ExcessRevenueOverExpensesAmt |
| Subtotal | $141,818,066 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $141,818,066 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Property | Publicly Traded Securities | PropertyDesc |
| How Acquired | P | HowAcquiredCd |
| Gross Sales Price | $112,640,005 | GrossSalesPriceAmt |
| Cost Or Other Basis | $105,694,315 | CostOrOtherBasisAmt |
| Gain Or Loss | $6,945,690 | GainOrLossAmt |
| Gains Minus Excess Or Losses | $6,945,690 | GainsMinusExcessOrLossesAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $6,945,690 | CapitalGainNetIncomeAmt |
| Net Short Term Capital Gain Loss | $6,945,690 | NetShortTermCapitalGainLossAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $143,352 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $143,352 | SubtotalAmt |
| Tax Based On Investment Income | $143,352 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $246,966 | EstimatedPlusOvpmtIncmTxAmt |
| Total Payments And Credits | $246,966 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Overpayment | $103,614 | OverpaymentAmt |
| Applied To ES Tax | $103,614 | 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 | Secretary | 4.00 | $0 |
| Richard Todd Stravitz | ||||||
| 2702 Monument Ave | Richmond | VA | 23220 | President & CEO | 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 | $180,000 |
| Rockefeller Capital Management | |||||
| One Town Center Road-Ste 500 | Boca Raton | FL | 33486 | Advisory & Fin'l Mang't | $913,395 |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $173,392,147 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $2,009,871 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $175,402,018 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Adjusted Total FMV Of Unused Ast | $175,402,018 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $2,631,030 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $172,770,988 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $8,638,549 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $8,638,549 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $143,352 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $143,352 | TotalTaxAmt |
| Distributable Before Adj | $8,495,197 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $8,495,197 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $8,495,197 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $7,696,889 | ExpensesAndContributionsAmt |
| Qualifying Distributions | $7,696,889 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $8,495,197 | DistributableAsAdjustedAmt |
| Excess Distribution Cyov Yr5 | $942,128 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $359,453 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr2 | $516,579 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $494,069 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $2,312,229 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $7,696,889 | QualifyingDistributionsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $7,696,889 | AppliedToCurrentYearAmt |
| Excess Distri Cyov App CY Corpus | $798,308 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $798,308 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $1,513,921 | TotalCorpusAmt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov From Yr5 | $143,820 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $1,370,101 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $359,453 | ExcessFromYear4Amt |
| Excess From Year2 | $516,579 | ExcessFromYear2Amt |
| Excess From Year1 | $494,069 | ExcessFromYear1Amt |
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 | |||||||
| 120 Garrett St-Ste 400 | 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 | |||||||
| 180 Steuart Street 194330 | San Francisco | CA | 94105 | 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-SouthEast North | |||||||
| 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 | |||||||
| 23 Geary St-Ste 1000 | San Francisco | CA | 94108 | 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 World for Animals Inc | |||||||
| 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 | |||||||
| 1300 I St NW-Ste 1100E | Washington | DC | 20005 | 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 | $13,291 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $4,314,360 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $6,945,690 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $11,273,341 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $11,273,341 | 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 | $580,000 | 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 | $90,000 | Amt |
| Net Investment Income | $22,500 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $67,500 | 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 (150 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| Nationwide Fin'l Svcs Inc-6.75%,5/15/87 | $174,000 | $205,756 |
| Ford Motor Co-6.625%,2/15/28 | $4,228 | $4,106 |
| Expend Energy-5.7%,1/23/25 | $350,121 | $349,951 |
| Canadian IMP Fin'l-3.75%,7/26/24 | ||
| Alabama PWR | $89,387 | $94,841 |
| Appalachian PWR Co | ||
| Arizona Pub Svc Co | $433,567 | $432,188 |
| Banco Santanda SA-3.8%,2/23/28 | $371,052 | $383,692 |
| Banco Santanda SA-4.379%,4/12/28 | $182,642 | $195,112 |
| Banco Santanda SA-5.294%,8/18/27 | ||
| Bank of America-5.875%,2/7/42 | ||
| Bank of America Corp Note-6.111%,1/29/37 | ||
| Bank of America Corp Note-5%,1/21/44 | $92,256 | $93,378 |
| Barrick Gold Fin'l Note-5.8%,11/15/34 | ||
| Columbia Pipeline Group Inc-5.8%,6/1/45 | $97,378 | $96,360 |
| Comcast Corp-6.4%,3/1/40 | ||
| UBS AG London Branch MTN-4.35%,6/15/27 | $584,548 | $620,513 |
| Duke Energy Ind-6.45%,4/1/39 | ||
| Endurance Specialty Hldg Note-7%,7/15/34 | $542,792 | $543,920 |
| General Electric Co-5.2%,7/15/34 | ||
| General Electric Co-5.25%,7/15/34 | ||
| General Motors Co-5.2%,4/13/45 | $225,780 | $216,770 |
| GS Fin'l Corp Ser E-0%,1/11/24 | ||
| HP Inc-6%,9/15/41 | ||
| HSBC Holdings Note-4.95%.3/31/30 | ||
| HSBC Holdings Note-6.1%.1/14/42 | ||
| Keybank National Assoc Note-4.9%,8/8/32 | $238,670 | $236,915 |
| Legg Mason Inc-5.625%,1/15/44 | ||
| Lloyds Banking Group-4.55%,8/16/28 | ||
| MetLife Inc Note-5.875%,2/6/41 | ||
| Morgan Stanley Note-6.375%,7/24/42 | ||
| Nevada Power Co-5.375%,9/14/40 | ||
| Nevada Power Co-5.45%,5/15/41 | ||
| Nevada Power Co-6.65%,4/1/36 | ||
| Oracle Corp-6.5%,4/15/38 | ||
| Pacificorp Bond-6.35%,7/15/38 | ||
| Paramount Global-6.875%,4/30/36 | $543,483 | $506,220 |
| Phillip Morris Int'l-6.375%,5/16/38 | ||
| Phillip Morris Int'l-4.5%,3/20/42 | $174,652 | $173,320 |
| Puget Energy Inc Note-6.274%,3/15/37 | ||
| Raymond James Fin'l Note-4.95%,7/15/46 | $93,326 | $89,757 |
| Regions Bank-Birmingham-6.45%,6/26/37 | ||
| Royal Bank Canada-0%,11/14/24 | ||
| San Diego Gas & Elec-6%,6/1/39 | ||
| Simon Property Group-6.75%,2/1/40 | ||
| Southern CA Edison Bond-5.55%,1/15/36 | ||
| Southern CA Edison Bond-5.65%,2/1/36 | ||
| Southern CA Edison Bond-5.95%,2/1/38 | ||
| Southern CA Edison Bond-6.05%,3/15/39 | ||
| Southern CA Gas Co-5.125%,11/15/40 | $89,303 | $94,889 |
| Toledo Hospital Ser 2018B-5.75%,11/15/38 | $232,896 | $245,750 |
| Toledo Hospital Ser 6.015%,11/15/48 | $236,810 | $244,775 |
| Verizon MD Inc-5.125%,6/15/33 | $94,549 | $96,798 |
| Amgen Inc-5.75%,3/15/40 | ||
| Amgen Inc-5.75%,3/2/63 | ||
| Appalachian PWR-6.7%,8/15/37 | ||
| Arch Cap Group-5.031%,12/15/46 | $917,620 | $895,820 |
| Baker Hughes-5.125%,9/15/40 | $237,700 | $237,363 |
| Banco Santander-5.147%,8/18/25 | ||
| Barrick Gold-6.45%,10/15/35 | ||
| BOFA Fin'l-0%,10/3/24 | ||
| Centerpoint Energy | ||
| Cigna Group-5.375%,2/15/42 | $98,475 | $92,137 |
| Citigroup Global-0%,12/5/24 | ||
| Cleco PWR-6%,12/1/40 | ||
| Consolidated Edison-5.5%,12/1/39 | ||
| Consolidated Edison-5.7%,6/15/40 | ||
| Dupont De Nemours-5.419%,11/15/48 | ||
| Enbridge Energy-5.5%,9/15/40 | $97,539 | $95,720 |
| Enbridge Inc-5.5%,12/1/46 | ||
| Goldman Sachs-4%,3/3/24 | ||
| Goldman Sachs-6.25%,2/1/41 | ||
| Lincoln National-6.3%,10/9/37 | ||
| Lowes Companies-5.75%,7/1/53 | ||
| Lowes Companies-5.8%,10/15/36 | ||
| McKesson Corp-6%,3/1/41 | ||
| Meta Platforms-5.6%,5/15/53 | ||
| Meta Platforms-5.75%,5/15/63 | ||
| Newmont Corp-5.875%,4/1/35 | ||
| Nexterra Energy Cap-5.25%,2/28/53 | $94,534 | $91,779 |
| Norfolk Southern Corp-6%,5/23/11 | $145,823 | $130,295 |
| Oklahoma Gas & Elec-6.45%,2/1/38 | $17,979 | $17,871 |
| Oracle Corp-5.55%,2/6/53 | $467,155 | $472,395 |
| Pacificorp-5.5%,5/15/54 | $99,268 | $93,446 |
| Prudential Fin'l-6.2%,11/15/40 | ||
| Public Service Co-6.625%,11/15/37 | ||
| Ross Stores-5.45%,4/15/50 | ||
| Royal Bank Canada-0%,1/23/25 | ||
| Royal Bank Canada-0%,1/31/25 | ||
| Royal Bank Canada-0%,12/19/24 | ||
| Royal Bank Canada-0%,6/26/25 | ||
| Royal Bank Canada-0%,7/17/25 | ||
| Royal Bank Canada-0%,8/28/25 | ||
| Royal Bank Canada-0%,11/29/24 | ||
| Royal Bank Canada-0%,10/10/24 | ||
| Royal Bank Canada-0%,10/3/24 | ||
| Southern Ca Edison-0%,3/1/53 | ||
| Southern Ca Edison-0%,6/1/53 | ||
| Southern Ca Edison-0%,11/15/35 | ||
| Southern Copper-5.875%,4/23/45 | $207,459 | $195,276 |
| Transcanada Pipelines-5.85%,3/15/36 | ||
| Transcanada Pipelines-6.1%,6/1/40 | ||
| Truist Bank-3.3%,5/15/26 | $460,390 | $489,585 |
| Truist Fin'l-3.875%,3/19/29 | $90,293 | $95,420 |
| Tucson Elec-5.5%,4/15/53 | ||
| US Bancorp-3.1%,4/27/26 | $231,393 | $244,640 |
| Virginia Elec & Pwr-5.45%,4/1/53 | ||
| Wells Fargo Bank-5.85%,2/1/37 | ||
| Goldman Sachs-6.75%,10/1/17 | ||
| GS Fin'l Corp-0%,12/19/24 | ||
| GS Fin'l Corp-0%,1/2/25 | ||
| Halliburton Co-5%,11/15/45 | $272,438 | $267,834 |
| Halliburton Co-6.7%,9/15/38 | ||
| Hartford Fin'l Ser-6.625%,3/30/40 | ||
| Hartford Healthcare-5.746%,4/1/44 | $462,115 | $438,863 |
| HSBC USA-0%,12/2/24 | ||
| IBM Corp-4.9%,7/27/52 | $91,373 | $88,961 |
| Intel Corp-5.05%,8/5/62 | $898,510 | $780,290 |
| Intel Corp-5.7%,2/10/53 | $97,386 | $88,439 |
| Intel Corp-5.7%,2/10/53 | $205,555 | $180,446 |
| JP Morgan Chase-4.95%,6/1/45 | $232,942 | $226,988 |
| JP Morgan Chase Fin'l-0%,1/23/25 | ||
| JP Morgan Chase Fin'l-0%,10/25/24 | ||
| JP Morgan Chase Fin'l-0%,12/19/24 | ||
| JP Morgan Chase Fin'l-0%,8/13/25 | ||
| BOFA Fin'l Ser A MTN-0%-5/22/25 | $500,000 | $557,600 |
| Citigroup Global Mkts Hldgs-0%-5/2/25 | $1,000,000 | $1,280,400 |
| Citigroup Global Mkts Hldgs-0%-2/9/26 | $1,500,000 | $1,464,525 |
| Citigroup Global Mkts Hldgs-0%-3/20/25 | $500,000 | $550,750 |
| Citigroup Global Mkts Hldgs-0%-12/9/25 | $1,000,000 | $973,800 |
| Citigroup Global Mkts Hldgs-0%-6/12/25 | $500,000 | $564,750 |
| Citigroup Global Mkts Hldgs-0%-8/19/25 | $400,000 | $364,760 |
| GS CI WO Index-0%-12/3/25 | $1,000,000 | $958,400 |
| GS Fin Corp MTN-0%-8/12/25 | $500,000 | $522,550 |
| GS Fin Corp Ser F-0%-1/2/25 | $2,000,000 | $2,270,122 |
| JP Morgan Chase Fin'l-0%-1/23/25 | $2,000,000 | $2,475,000 |
| JP Morgan Chase Fin'l-0%-8/13/25 | $1,200,000 | $1,384,260 |
| Morgan Stanley Fin Ser A-0%-5/2/25 | $1,500,000 | $1,561,225 |
| Morgan Stanley Fin Ser A-0%-8/12/25 | $500,000 | $489,525 |
| Royal Bank Canada-0%-1/23/25 | $500,000 | $564,150 |
| Royal Bank Canada-0%-12/19/25 | $500,000 | $465,350 |
| Royal Bank Canada-0%-6/26/25 | $2,000,000 | $2,302,600 |
| Royal Bank Canada-0%-7/17/25 | $3,500,000 | $4,072,950 |
| Royal Bank Canada-0%-5/20/25 | $500,000 | $528,750 |
| Royal Bank Canada-0%-2/25/26 | $2,000,000 | $1,957,100 |
| Royal Bank Canada-0%-3/17/25 | $3,500,000 | $3,855,950 |
| Royal Bank Canada-0%-8/12/25 | $500,000 | $556,350 |
| Royal Bank Canada-0%-8/19/25 | $800,000 | $886,160 |
| Royal Bank Canada-0%-8/28/25 | $1,000,000 | $1,129,900 |
| Royal Bank Canada-0%-1/31/25 | $1,000,000 | $1,200,500 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (56 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| McDonalds Corp | ||
| IBM Corp | $2,508,276 | $3,517,280 |
| Microsoft Corp | $5,566,971 | $7,587,000 |
| Aegon Funding Co-Pfd-5.1% | ||
| American EQ Inv-Pfd | ||
| Abbvie Inc | ||
| Amazon.Com | $4,464,963 | $6,581,700 |
| Amgen Inc | ||
| Astrazeneca PLC | ||
| Brighthouse Financial-Pfd A-6.75% | ||
| Cardinal Health Inc | $1,330,893 | $2,601,940 |
| Chevron Corp | ||
| Exxon Mobil | ||
| Johnson & Johnson | ||
| Merck & Co | $812,536 | $994,800 |
| Alphabet CL C | ||
| Eli Lilly & Co | $6,449,906 | $6,948,000 |
| Glaxo Smithkline PLC | ||
| Nvidia Corporation | $10,125,926 | $28,335,190 |
| United Health Group Inc | ||
| Vertex Pharmaceuticals Inc | $2,175,217 | $2,818,900 |
| Ford Motor PFD-6.5%,8/15/62 | ||
| McKesson Corp | $1,584,118 | $2,279,640 |
| Novo Nordisk ADR | ||
| Adobe Systems Inc | ||
| Apple Inc | $4,121,508 | $5,509,240 |
| Arch Cap Group-Pfd | ||
| Deere & Co | ||
| GE Aerospace | $1,628,956 | $2,001,480 |
| Madrigal Pharmaceuticals Inc | ||
| Meta Platforms Inc | $3,438,614 | $4,684,080 |
| Mongodb Inc-CLA | ||
| Netflix Inc | ||
| Qualcomm Inc | ||
| Sandoz Group AG | ||
| Servicenow Inc | $1,564,405 | $1,590,180 |
| Shopify Inc | ||
| Applovin Corp | $541,021 | $518,128 |
| Cadence Design Systems Inc | $1,238,420 | $1,201,840 |
| Crowdstrike Holdings Inc CL A | $1,303,121 | $1,368,640 |
| Cummins Inc | $2,175,549 | $2,091,600 |
| GE Vernova Inc | $2,184,931 | $3,947,160 |
| Goldman Sachs Group | $1,790,175 | $1,717,860 |
| Intuitive Surgical Inc | $1,986,304 | $2,609,800 |
| JP Morgan Chase & Co | $482,455 | $479,420 |
| Okta Inc | $229,140 | $236,400 |
| Palantir Technologies Inc CL A | $647,592 | $756,300 |
| Palo Alto Networks Inc | $1,697,759 | $1,637,640 |
| PayPal Holdings Inc | $162,325 | $170,700 |
| Quanta Services | $1,085,725 | $1,106,175 |
| Soundhound AI Inc CL A | $801,192 | $1,388,800 |
| Stryker Corporation | $1,109,405 | $1,080,150 |
| Taiwan Semiconductor | $194,130 | $197,490 |
| Tesla Inc | $3,544,481 | $4,442,240 |
| Vistra Corp | $1,037,406 | $965,090 |
| Zscaler Inc | $824,000 | $721,640 |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (8 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| JP Morgan Equity Inc A | AT COST | ||
| Health Care Select Sec SPDR | AT COST | $1,578,690 | $1,650,840 |
| SPDR S&P 500 ETF Tr | AT COST | $9,682,211 | $12,307,680 |
| Ishares S&P 100 Index Fd | AT COST | $381,348 | $577,700 |
| Invesco QQQ Tr Unit Ser 1 | AT COST | $9,028,546 | $12,269,520 |
| Invesco Exchange Traded S&P | AT COST | $809,122 | $1,249,000 |
| Select Sector SPDR Indust | AT COST | $2,168,591 | $2,239,920 |
| Select Sector SPDR Tr Financial | AT COST | $245,500 | $241,650 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | McGuire Woods | CategoryTxt |
| Legal Fees | $3,036 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $3,036 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (4 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt | Net Investment IncomeNetInvestmentIncomeAmt |
|---|---|---|---|
| Filing Fees | $1,500 | $1,500 | |
| Interest & Service Charges | $272 | ||
| Publication Expense | $170 | $170 | |
| Service Fees-Securities | $1,860 | $1,860 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (2 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Adjusted Net IncomeAdjustedNetIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|---|
| Investment Advisory Fees | $913,395 | $913,395 | $0 | $0 |
| Kandel & Company-Management | $90,000 | $22,500 | $0 | $67,500 |
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 (2 entries)
| CategoryCategoryTxt | AmtAmt |
|---|---|
| Excise Tax -'24 | $143,352 |
| Unrelated Business Tax-'24 | $20,635 |
Comments