2025-10-11T13:34:49-07:00 2024-12-31 113041037 KANDEL & COMPANY 175 Pinelawn Road-Ste 302 Melville NY 11747 990PF 2024-01-01 237000850 The Brunckhorst Foundation BRUN 8042419649 175 Pinelawn Road 302 Melville NY 11747 Richard Todd Stravitz President & CEO 2025-07-24 true true Richard Kandel P00167249 9172826135 2024 2025-03-06 01:10:19Z X 184648070 X 580000 13291 13291 4314360 4314360 6945690 112640005 6945690 11853341 11273341 148800 100800 11383 11383 3036 3036 90000 22500 67500 1003395 935895 67500 163987 3802 1860 1670 1424403 960255 251889 7445000 7445000 8869403 960255 7696889 2983938 10313086 4610200 8177122 8177122 676116 762129 762129 1881601 61010787 68807420 102086503 56532239 40177387 43086006 14123185 23894008 30536310 138834128 141818066 184648070 0 X 138834128 141818066 138834128 141818066 138834128 141818066 138834128 2983938 141818066 141818066 Publicly Traded Securities P 112640005 105694315 6945690 6945690 6945690 6945690 143352 143352 143352 246966 246966 X 103614 103614 false false false false false true true false true true NY true false true false false true N/A Kandel & Company 8042419649 175 Pinelawn Road-Suite 302 Melville NY 11747 false false false false true false false false false false false false false false false false false false false false false false 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 Glen Besa 4896 Burnham Road North Chesterfield VA 23234 Grant Admin 20.00 55200 Mark R Doran 7004 Wildon Grove Road Gordonsville VA 22942 Grant Admin 10.00 45600 Ansley S Dowler 4480 Springfield Road Glen Allen VA 23060 Grant Admin 10.00 48000 Kandel & Company 175 Pinelawn Road-Suite 302 Melville NY 11747 Accounting, Tax & Mang't 180000 Rockefeller Capital Management One Town Center Road-Ste 500 Boca Raton FL 33486 Advisory & Fin'l Mang't 913395 173392147 2009871 0 175402018 0 175402018 2631030 172770988 8638549 8638549 143352 143352 8495197 8495197 8495197 7696889 7696889 8495197 942128 359453 516579 494069 2312229 7696889 0 7696889 798308 798308 1513921 0 143820 1370101 359453 516579 494069 X Planned Parenthood SW Central Flori 736 Central Ave Sarasota FL 34236 N/A PC General Purpose unless otherwise stated 250000 Southern Environmental Law Center 120 Garrett St-Ste 400 Charlottesville VA 22902 N/A PC General Purpose unless otherwise stated 480000 Chesapeake Bay Foundation Inc 6 Herndon Avenue Annapolis MD 21403 N/A PC General Purpose unless otherwise stated 425000 Richmond SPCA 2519 Hermitage Road Richmond VA 23220 N/A PC General Purpose unless otherwise stated 200000 Center for Reproductive Rights Inc 199 Water Street-22nd FL New York NY 10038 N/A PC General Purpose unless otherwise stated 300000 Environmental Defense Fund Inc 257 Park Ave So-17th FL New York NY 10010 N/A PC General Purpose unless otherwise stated 350000 Earth Justice 180 Steuart Street 194330 San Francisco CA 94105 N/A PC General Purpose unless otherwise stated 405000 Tri County Humane Society 21287 Boca Rio Road Boca Raton FL 33433 N/A PC General Purpose unless otherwise stated 300000 American Rivers Inc 1101 14th Street NW-Ste 1400 Washington DC 20005 N/A PC General Purpose unless otherwise stated 200000 National Wildlife Federation 11100 Wildlife Center Drive Reston VA 20190 N/A PC General Purpose unless otherwise stated 100000 Natural Resources Defense Fund Inc 40 West 20th Street New York NY 10011 N/A PC General Purpose unless otherwise stated 225000 Nature Conservancy 4245 North Fairfax Drive-Ste 100 Arlington VA 22203 N/A PC General Purpose unless otherwise stated 400000 Conservation Fund 1655 N Fort Myers Drive-Ste 1300 Arlington VA 22209 N/A PC General Purpose unless otherwise stated 400000 Planned Parenthood-SouthEast North 2300 N Florida Mango Dr W Palm Beach FL 33409 N/A PC General Purpose unless otherwise stated 250000 Sierra Club Foundation 2101 Webster St-Ste 1250 Oakland CA 94612 N/A PC General Purpose unless otherwise stated 1160000 American Forests 1220 L Street NW-Ste 750 Washington DC 20005 N/A PC General Purpose unless otherwise stated 150000 Trust for Public Land 23 Geary St-Ste 1000 San Francisco CA 94108 N/A PC General Purpose unless otherwise stated 50000 Defenders of Wildlife 1130 17th Street NW Washington DC 20036 N/A PC General Purpose unless otherwise stated 100000 American Humane Association 1400 16th Street NW-Ste 360 Washington DC 20036 N/A PC General Purpose unless otherwise stated 200000 National Audubon Society Inc 225 Varick Street-7th Fl New York NY 10014 N/A PC General Purpose unless otherwise stated 100000 Ocean Conservancy 1300 19th Street NW-8th FL Washington DC 20036 N/A PC General Purpose unless otherwise stated 250000 Elephant Sanctuary in Tennessee PO Box 393 Hohenwald TN 38462 N/A PC General Purpose unless otherwise stated 200000 African Wildlife Foundation 1100 New Jersey Ave SE-Suite 900 Washington DC 20003 N/A PC General Purpose unless otherwise stated 200000 Humane World for Animals Inc 1255 23rd Street NW-Ste 450 Washington DC 20037 N/A PC General Purpose unless otherwise stated 100000 Naral Pro-Choice America Foundation 1725 Eye St NW-Ste 900 Washington DC 20006 N/A PC General Purpose unless otherwise stated 200000 Oceana Inc 1025 Connecticut Ave NW-Ste 200 Washington DC 20036 N/A PC General Purpose unless otherwise stated 50000 Virginia League for Planned Parenth 201 N Hamilton Street Richmond VA 23221 N/A PC General Purpose unless otherwise stated 100000 National Parks Conservation Associa 777 6th Street NW-Ste 700 Washington DC 20001 N/A PC General Purpose unless otherwise stated 100000 Center for Biological Diversity Inc PO Box 710 Tucson AZ 85702 N/A PC General Purpose unless otherwise stated 150000 Greenpeace Fund Inc 1300 I St NW-Ste 1100E Washington DC 20005 N/A PC General Purpose unless otherwise stated 50000 7445000 14 13291 14 4314360 18 6945690 11273341 11273341 false false false false false false false false false false X X 1 Barbara Brunckhorst 2010 Trust 2702 Monument Ave Richmond VA 23220 580000 X Kandel & Company-Accounting & Tax Prep 90000 22500 0 67500 Kandel & Company Accounting, Tax Preparation & Management Oversight Rockefeller Capital Management Investment advisory and financial management. Nationwide Fin'l Svcs Inc-6.75%,5/15/87 174000 205756 Ford Motor Co-6.625%,2/15/28 4228 4106 Expend Energy-5.7%,1/23/25 350121 349951 Canadian IMP Fin'l-3.75%,7/26/24 Alabama PWR 89387 94841 Appalachian PWR Co Arizona Pub Svc Co 433567 432188 Banco Santanda SA-3.8%,2/23/28 371052 383692 Banco Santanda SA-4.379%,4/12/28 182642 195112 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 92256 93378 Barrick Gold Fin'l Note-5.8%,11/15/34 Columbia Pipeline Group Inc-5.8%,6/1/45 97378 96360 Comcast Corp-6.4%,3/1/40 UBS AG London Branch MTN-4.35%,6/15/27 584548 620513 Duke Energy Ind-6.45%,4/1/39 Endurance Specialty Hldg Note-7%,7/15/34 542792 543920 General Electric Co-5.2%,7/15/34 General Electric Co-5.25%,7/15/34 General Motors Co-5.2%,4/13/45 225780 216770 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 238670 236915 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 543483 506220 Phillip Morris Int'l-6.375%,5/16/38 Phillip Morris Int'l-4.5%,3/20/42 174652 173320 Puget Energy Inc Note-6.274%,3/15/37 Raymond James Fin'l Note-4.95%,7/15/46 93326 89757 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 89303 94889 Toledo Hospital Ser 2018B-5.75%,11/15/38 232896 245750 Toledo Hospital Ser 6.015%,11/15/48 236810 244775 Verizon MD Inc-5.125%,6/15/33 94549 96798 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 917620 895820 Baker Hughes-5.125%,9/15/40 237700 237363 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 98475 92137 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 97539 95720 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 94534 91779 Norfolk Southern Corp-6%,5/23/11 145823 130295 Oklahoma Gas & Elec-6.45%,2/1/38 17979 17871 Oracle Corp-5.55%,2/6/53 467155 472395 Pacificorp-5.5%,5/15/54 99268 93446 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 207459 195276 Transcanada Pipelines-5.85%,3/15/36 Transcanada Pipelines-6.1%,6/1/40 Truist Bank-3.3%,5/15/26 460390 489585 Truist Fin'l-3.875%,3/19/29 90293 95420 Tucson Elec-5.5%,4/15/53 US Bancorp-3.1%,4/27/26 231393 244640 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 272438 267834 Halliburton Co-6.7%,9/15/38 Hartford Fin'l Ser-6.625%,3/30/40 Hartford Healthcare-5.746%,4/1/44 462115 438863 HSBC USA-0%,12/2/24 IBM Corp-4.9%,7/27/52 91373 88961 Intel Corp-5.05%,8/5/62 898510 780290 Intel Corp-5.7%,2/10/53 97386 88439 Intel Corp-5.7%,2/10/53 205555 180446 JP Morgan Chase-4.95%,6/1/45 232942 226988 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 500000 557600 Citigroup Global Mkts Hldgs-0%-5/2/25 1000000 1280400 Citigroup Global Mkts Hldgs-0%-2/9/26 1500000 1464525 Citigroup Global Mkts Hldgs-0%-3/20/25 500000 550750 Citigroup Global Mkts Hldgs-0%-12/9/25 1000000 973800 Citigroup Global Mkts Hldgs-0%-6/12/25 500000 564750 Citigroup Global Mkts Hldgs-0%-8/19/25 400000 364760 GS CI WO Index-0%-12/3/25 1000000 958400 GS Fin Corp MTN-0%-8/12/25 500000 522550 GS Fin Corp Ser F-0%-1/2/25 2000000 2270122 JP Morgan Chase Fin'l-0%-1/23/25 2000000 2475000 JP Morgan Chase Fin'l-0%-8/13/25 1200000 1384260 Morgan Stanley Fin Ser A-0%-5/2/25 1500000 1561225 Morgan Stanley Fin Ser A-0%-8/12/25 500000 489525 Royal Bank Canada-0%-1/23/25 500000 564150 Royal Bank Canada-0%-12/19/25 500000 465350 Royal Bank Canada-0%-6/26/25 2000000 2302600 Royal Bank Canada-0%-7/17/25 3500000 4072950 Royal Bank Canada-0%-5/20/25 500000 528750 Royal Bank Canada-0%-2/25/26 2000000 1957100 Royal Bank Canada-0%-3/17/25 3500000 3855950 Royal Bank Canada-0%-8/12/25 500000 556350 Royal Bank Canada-0%-8/19/25 800000 886160 Royal Bank Canada-0%-8/28/25 1000000 1129900 Royal Bank Canada-0%-1/31/25 1000000 1200500 McDonalds Corp IBM Corp 2508276 3517280 Microsoft Corp 5566971 7587000 Aegon Funding Co-Pfd-5.1% American EQ Inv-Pfd Abbvie Inc Amazon.Com 4464963 6581700 Amgen Inc Astrazeneca PLC Brighthouse Financial-Pfd A-6.75% Cardinal Health Inc 1330893 2601940 Chevron Corp Exxon Mobil Johnson & Johnson Merck & Co 812536 994800 Alphabet CL C Eli Lilly & Co 6449906 6948000 Glaxo Smithkline PLC Nvidia Corporation 10125926 28335190 United Health Group Inc Vertex Pharmaceuticals Inc 2175217 2818900 Ford Motor PFD-6.5%,8/15/62 McKesson Corp 1584118 2279640 Novo Nordisk ADR Adobe Systems Inc Apple Inc 4121508 5509240 Arch Cap Group-Pfd Deere & Co GE Aerospace 1628956 2001480 Madrigal Pharmaceuticals Inc Meta Platforms Inc 3438614 4684080 Mongodb Inc-CLA Netflix Inc Qualcomm Inc Sandoz Group AG Servicenow Inc 1564405 1590180 Shopify Inc Applovin Corp 541021 518128 Cadence Design Systems Inc 1238420 1201840 Crowdstrike Holdings Inc CL A 1303121 1368640 Cummins Inc 2175549 2091600 GE Vernova Inc 2184931 3947160 Goldman Sachs Group 1790175 1717860 Intuitive Surgical Inc 1986304 2609800 JP Morgan Chase & Co 482455 479420 Okta Inc 229140 236400 Palantir Technologies Inc CL A 647592 756300 Palo Alto Networks Inc 1697759 1637640 PayPal Holdings Inc 162325 170700 Quanta Services 1085725 1106175 Soundhound AI Inc CL A 801192 1388800 Stryker Corporation 1109405 1080150 Taiwan Semiconductor 194130 197490 Tesla Inc 3544481 4442240 Vistra Corp 1037406 965090 Zscaler Inc 824000 721640 JP Morgan Equity Inc A AT COST Health Care Select Sec SPDR AT COST 1578690 1650840 SPDR S&P 500 ETF Tr AT COST 9682211 12307680 Ishares S&P 100 Index Fd AT COST 381348 577700 Invesco QQQ Tr Unit Ser 1 AT COST 9028546 12269520 Invesco Exchange Traded S&P AT COST 809122 1249000 Select Sector SPDR Indust AT COST 2168591 2239920 Select Sector SPDR Tr Financial AT COST 245500 241650 McGuire Woods 3036 0 0 3036 Filing Fees 1500 1500 Interest & Service Charges 272 Publication Expense 170 170 Service Fees-Securities 1860 1860 Investment Advisory Fees 913395 913395 0 0 Kandel & Company-Management 90000 22500 0 67500 Barbara Brunckhorst 2010 Trust 2702 Monument Ave Richmond VA 23220 Excise Tax -'24 143352 Unrelated Business Tax-'24 20635