RICHARD STRAVITZ FOUNDATION: Form 990PF, tax year 2025

View the entire original 990 at ProPublica ↗

Organization
RICHARD STRAVITZ FOUNDATION (EIN 27-2552862)
Tax period
2025-01-01 to 2025-12-31
Filed
2026-07-31
IRS object ID
202642129349100209
Schema version
2025v4.1
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 ReturnHeader

FieldValueIRS element (for citing)
Return2026-07-31T09:55:02-07:00ReturnTs
Tax Period End2025-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN113041037PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KANDEL & COMPANYBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1175 Pinelawn Road-Ste 302AddressLine1Txt
CityMelvilleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Return Type990PFReturnTypeCd
Tax Period Begin2025-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN272552862EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Richard Stravitz FoundationBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlRICHBusinessNameControlTxt
Phone7573059411PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11217 Laskin RoadAddressLine1Txt
CityVirginia BeachCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonRichard P StravitzPersonNm
Person TitleTrusteePersonTitleTxt
Signature2026-05-10SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRichard KandelPreparerPersonNm
PTINP00167249PTIN
Phone9172826135PhoneNum
FieldValueIRS element (for citing)
Tax2025TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990-PF IRS990PF

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
FMV Assets EOY$63,930,288FMVAssetsEOYAmt
Method Of Accounting CashYes (X)MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

FieldValueIRS element (for citing)
Contri Rcvd Rev And Expnss$2,972,800ContriRcvdRevAndExpnssAmt
Dividends Rev And Expnss$203,018DividendsRevAndExpnssAmt
Dividends Net Invst Incm$203,018DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss$1,412,112NetGainSaleAstRevAndExpnssAmt
Gross Sales Price$1,412,112GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm$1,412,112CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss$4,587,930TotalRevAndExpnssAmt
Total Net Invst Incm$1,615,130TotalNetInvstIncmAmt
Legal Fees Rev And Expnss$9,898LegalFeesRevAndExpnssAmt
Legal Fees Dsbrs Chrtbl$9,898LegalFeesDsbrsChrtblAmt
Accounting Fees Rev And Expnss$20,000AccountingFeesRevAndExpnssAmt
Accounting Fees Net Invst Incm$7,500AccountingFeesNetInvstIncmAmt
Taxes Rev And Expnss$18,321TaxesRevAndExpnssAmt
Other Expenses Rev And Expnss$289,621OtherExpensesRevAndExpnssAmt
Other Expenses Net Invst Incm$289,596OtherExpensesNetInvstIncmAmt
Tot Opr Expenses Rev And Expnss$337,840TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm$297,096TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl$9,898TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss$2,580,000ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl$2,580,000ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss$2,917,840TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm$297,096TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl$2,589,898TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses$1,670,090ExcessRevenueOverExpensesAmt
Net Investment Income$1,318,034NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

FieldValueIRS element (for citing)
Sav And Temp Cash Invst BOY$121,077SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY$273,688SavAndTempCashInvstEOYAmt
Prepaid Expenses BOY$49,081PrepaidExpensesBOYAmt
Prepaid Expenses EOY$30,760PrepaidExpensesEOYAmt
Corporate Stock BOY$15,212,128CorporateStockBOYAmt
Corporate Stock EOY$16,597,928CorporateStockEOYAmt
Corporate Stock EOYFMV$62,627,392CorporateStockEOYFMVAmt
Corporate Bonds BOY$1,000,000CorporateBondsBOYAmt
Corporate Bonds EOY$1,000,000CorporateBondsEOYAmt
Corporate Bonds EOYFMV$1,175,250CorporateBondsEOYFMVAmt
Other Investments BOY$2,250,000OtherInvestmentsBOYAmt
Other Investments EOY$2,400,000OtherInvestmentsEOYAmt
Other Investments EOYFMV$127,646OtherInvestmentsEOYFMVAmt
Total Assets BOY$18,632,286TotalAssetsBOYAmt
Total Assets EOY$20,302,376TotalAssetsEOYAmt
Total Assets EOYFMV$63,930,288TotalAssetsEOYFMVAmt
Total Liabilities EOY$0TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind
Capital Stock BOY$18,632,286CapitalStockBOYAmt
Capital Stock EOY$20,302,376CapitalStockEOYAmt
Tot Net Ast Or Fund Balances BOY$18,632,286TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY$20,302,376TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY$18,632,286TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY$20,302,376TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

FieldValueIRS element (for citing)
Tot Net Ast Or Fund Balances BOY$18,632,286TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses$1,670,090ExcessRevenueOverExpensesAmt
Subtotal$20,302,376SubtotalAmt
Tot Net Ast Or Fund Balances EOY$20,302,376TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp

FieldValueIRS element (for citing)
PropertyRockefeller Capital ManagementPropertyDesc
How AcquiredPHowAcquiredCd
Gross Sales Price$1,412,112GrossSalesPriceAmt
Gain Or Loss$1,412,112GainOrLossAmt
Gains Minus Excess Or Losses$1,412,112GainsMinusExcessOrLossesAmt
FieldValueIRS element (for citing)
Capital Gain Net Income$1,412,112CapitalGainNetIncomeAmt
Net Short Term Capital Gain Loss$1,412,112NetShortTermCapitalGainLossAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

FieldValueIRS element (for citing)
Investment Income Excise Tax$18,321InvestmentIncomeExciseTaxAmt
Subtotal$18,321SubtotalAmt
Tax Based On Investment Income$18,321TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx$49,081EstimatedPlusOvpmtIncmTxAmt
Total Payments And Credits$49,081TotalPaymentsAndCreditsAmt
Overpayment$30,760OverpaymentAmt
Applied To ES Tax$30,760AppliedToESTaxAmt

Statements Regarding Acty StatementsRegardingActyGrp

FieldValueIRS element (for citing)
Legislative Political ActyfalseLegislativePoliticalActyInd
More Than100 SpentfalseMoreThan100SpentInd
Form1120 POL FiledfalseForm1120POLFiledInd
Activities Not Previously RptfalseActivitiesNotPreviouslyRptInd
Changes To Articles Or BylawsfalseChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Organization Dissolved EtcfalseOrganizationDissolvedEtcInd
Section508e Rqr SatisfiedYes (true)Section508eRqrSatisfiedInd
At Least5000 In AssetsYes (true)AtLeast5000InAssetsInd
Org Report Or Register StateVAOrgReportOrRegisterStateCd
Form990 PF Filed With Atty GenYes (true)Form990PFFiledWithAttyGenInd
Private Operating FoundationfalsePrivateOperatingFoundationInd
New Substantial ContributorsfalseNewSubstantialContributorsInd
Own Controlled EntityfalseOwnControlledEntityInd
Donor Advised FundfalseDonorAdvisedFundInd
Comply With Public Insp RqrYes (true)ComplyWithPublicInspRqrInd
Website AddressN/AWebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

FieldValueIRS element (for citing)
Business Name Line1Kandel & CompanyBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone9172826135PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

FieldValueIRS element (for citing)
Address Line1175 Pinelawn Road-Ste 302AddressLine1Txt
CityMelvilleCityNm
State AbbreviationNYStateAbbreviationCd
ZIP11747ZIPCd
FieldValueIRS element (for citing)
Foreign Accounts QuestionfalseForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

FieldValueIRS element (for citing)
Sale Or Exch Disqualified PrsnfalseSaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified PrsnfalseBrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified PrsnfalseFurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified PrsnfalsePayCompDisqualifiedPrsnInd
Transfer Ast Disqualified PrsnfalseTransferAstDisqualifiedPrsnInd
Payment To Government OfficialfalsePaymentToGovernmentOfficialInd
Acts Fail To Qlfy As ExceptionsfalseActsFailToQlfyAsExceptionsInd
Uncorrected Prior ActsfalseUncorrectedPriorActsInd
Undistributed Income PYfalseUndistributedIncomePYInd
Business HoldingsfalseBusinessHoldingsInd
Jeopardy InvestmentsfalseJeopardyInvestmentsInd
Uncorrected PY Jeopardy InvstfalseUncorrectedPYJeopardyInvstInd
Influence LegislationfalseInfluenceLegislationInd
Influence ElectionfalseInfluenceElectionInd
Grants To IndividualsfalseGrantsToIndividualsInd
Grants To OrganizationsfalseGrantsToOrganizationsInd
Noncharitable PurposefalseNoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdTitleTitleTxtAverage Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRtCompensationCompensationAmt
Richard P Stravitz
1217 Laskin RoadVirginia BeachVA23451Trustee1.00$0
Richard T Stravitz
2702 Monument AveRichmondVA23220Trustee1.00$0
Kathleen Thompson
1217 Laskin RoadVirginia BeachVA23451Trustee1.00$0
FieldValueIRS element (for citing)
Comp Of Hghst Pd Empl Or NONENONECompOfHghstPdEmplOrNONETxt

Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdService TypeServiceTypeTxtCompensationCompensationAmt
Rockefeller Capital Management
One Town Center Road-Ste 500Boca RatonFL33486Investment Advisory$289,596
Kandel & Company
175 Pinelawn Road-Ste 302MelvilleNY11747Accounting & Tax Prep$20,000

Minimum Investment Return MinimumInvestmentReturnGrp

FieldValueIRS element (for citing)
Average Monthly FMV Of Sec$55,385,017AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances$118,831AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast$23,298FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets$55,527,146TotalFMVOfUnusedAssetsAmt
Reduction Claimed$0ReductionClaimedAmt
Adjusted Total FMV Of Unused Ast$55,527,146AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable$832,907CashDeemedCharitableAmt
Net Vl Noncharitable Assets$54,694,239NetVlNoncharitableAssetsAmt
Minimum Investment Return$2,734,712MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

FieldValueIRS element (for citing)
Minimum Investment Return$2,734,712MinimumInvestmentReturnAmt
Tax Based On Investment Income$18,321TaxBasedOnInvestmentIncomeAmt
Total Tax$18,321TotalTaxAmt
Distributable Before Adj$2,716,391DistributableBeforeAdjAmt
Distributable Before Ded$2,716,391DistributableBeforeDedAmt
Distributable As Adjusted$2,716,391DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

FieldValueIRS element (for citing)
Expenses And Contributions$2,589,898ExpensesAndContributionsAmt
Qualifying Distributions$2,589,898QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

FieldValueIRS element (for citing)
Distributable As Adjusted$2,716,391DistributableAsAdjustedAmt
Undistributed Income PY$68,254UndistributedIncomePYAmt
Qualifying Distributions$2,589,898QualifyingDistributionsAmt
Applied To Year1$68,254AppliedToYear1Amt
Treated As Distri From Corpus$0TreatedAsDistriFromCorpusAmt
Applied To Current Year$2,521,644AppliedToCurrentYearAmt
Undistributed Income CY$194,747UndistributedIncomeCYAmt

Supplementary Information SupplementaryInformationGrp

FieldValueIRS element (for citing)
Contributing ManagerRichard P StravitzContributingManagerNm
Only Contri To PreselectedYes (X)OnlyContriToPreselectedInd

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (23 entries)

Address Line1RecipientUSAddress/AddressLine1TxtCityRecipientUSAddress/CityNmState AbbreviationRecipientUSAddress/StateAbbreviationCdZIPRecipientUSAddress/ZIPCdRecipient RelationshipRecipientRelationshipTxtRecipient Foundation StatusRecipientFoundationStatusCdGrant Or Contribution PurposeGrantOrContributionPurposeTxtAmtAmt
Emory University Hospital
1762 Clifton Road-Ste 1400AtlantaGA30322N/APCALS Research$1,325,000
Hospital for Special Surgery
535 East 70th StreetNew YorkNY10021N/APCGeneral & Capital Purposes, unless noted$50,000
Doctors Without Borders USA Inc
40 Rector StreetNew YorkNY10006N/APCGeneral & Capital Purposes, unless noted$95,000
Massachusetts General Hospital
125 Nashua Street-Ste 540BostonMA02114N/APCALS Research$500,000
John Hopkons University
3910 Keswick RdBaltimoreMD21211N/APCGeneral & Capital Purposes, unless noted$150,000
ALS Association
1300 Wilson Blvd-Ste600ArlingtonMD21215N/APCALS Research$75,000
Team Gleason Foundation
1450 Poydras St-Ste 2550New OrleansLA70112N/APCGeneral & Capital Purposes, unless noted$60,000
University of Michigan
3003 S State StrretAnn ArborMI48109N/APCALS Research$100,000
Hope Loves Company
800 Denow RoadPenningtonNJ08534N/APCGeneral & Capital Purposes, unless noted$15,000
I AM ALS
1200 Pennsylvania Ave NW-14135WashingtonDC20044N/APCGeneral & Capital Purposes, unless noted$5,000
Live Like Lou Foundation
2 S Campus AveOxfordOH45056N/APCGeneral & Capital Purposes, unless noted$5,000
Hop On a Cure Foundation
760 Roswell Road-Ste 398RoswellGA30076N/APCGeneral & Capital Purposes, unless noted$10,000
Les Turner Foundation
5550 W Touhy Ave-Ste 302SkokieIL60077N/APCGeneral & Capital Purposes, unless noted$10,000
Answer ALS
2021 lakeshore Dr-Ste 304New OrleansLA70122N/APCGeneral & Capital Purposes, unless noted$10,000
Project ALS
4330 Camp Kaufmann RdHuntingtonMD20639N/APCGeneral & Capital Purposes, unless noted$10,000
Target ALS Foundation
244 Madison Ave-Ste 1025New YorkNY10016N/APCGeneral & Capital Purposes, unless noted$10,000
ALS United New York
42 Broadway-Ste 1724New YorkNY10004N/APCGeneral & Capital Purposes, unless noted$10,000
MCV Foundation
1228 E Broad St-Box 980234RichmondVA23298N/APCGeneral & Capital Purposes, unless noted$10,000
Peter Cohen Foundation
1000 15th Ave ESeattleWA98112N/APCGeneral & Capital Purposes, unless noted$10,000
Compassionate Care ALS
752 W Falmouth HwyFalmouthMA02540N/APCGeneral & Capital Purposes, unless noted$10,000
ALS One
8 Industrial WayWhitmanMA02382N/APCGeneral & Capital Purposes, unless noted$10,000
ALS Therapy Development Institute
480 Arsenal St-Ste 201WatertownMA02472N/APCGeneral & Capital Purposes, unless noted$70,000
Cedar Sinai
6500 Wilshire Blvd-Ste 1600Los AngelesCA90048N/APCGeneral & Capital Purposes, unless noted$30,000
FieldValueIRS element (for citing)
Total Grant Or Contri Pd Dur Yr$2,580,000TotalGrantOrContriPdDurYrAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

FieldValueIRS element (for citing)
Exclusion14ExclusionCd
Exclusion$203,018ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

FieldValueIRS element (for citing)
Exclusion18ExclusionCd
Exclusion$1,412,112ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

FieldValueIRS element (for citing)
Exclusion$1,615,130ExclusionAmt
FieldValueIRS element (for citing)
Total Income Producing Acty$1,615,130TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

FieldValueIRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EOfalseTrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EOfalseTrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of AssetsfalseSalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EOfalsePurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth AssetsfalseRentalOfFacilitiesOthAssetsInd
Reimbursement ArrangementsfalseReimbursementArrangementsInd
Loans Or Loan GuaranteesfalseLoansOrLoanGuaranteesInd
Performance Of Services EtcfalsePerformanceOfServicesEtcInd
Sharing Of Facilities EtcfalseSharingOfFacilitiesEtcInd
Relationships Nonchrtbl EOfalseRelationshipsNonchrtblEOInd

Schedule B IRS990ScheduleB

FieldValueIRS element (for citing)
Organization501c3 Exempt PFYes (X)Organization501c3ExemptPFInd
General RuleYes (X)GeneralRuleInd

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Contributor PersonRichard P StravitzContributorPersonNm

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line11217 Laskin RoadAddressLine1Txt
CityVirginia BeachCityNm
State AbbreviationVAStateAbbreviationCd
ZIP23451ZIPCd
FieldValueIRS element (for citing)
Total Contributions$2,972,800TotalContributionsAmt
Noncash ContributionYes (X)NoncashContributionInd

Non Cash Property Contribution NonCashPropertyContributionGrp

FieldValueIRS element (for citing)
Contributor1ContributorNum
Noncash Property16,000 Shares-Nvidia CorpNoncashPropertyDesc
Fair Market Value$2,972,800FairMarketValueAmt
Received2025-11-14ReceivedDt

Accounting Fees Schedule AccountingFeesSchedule

Accounting Fees Detail AccountingFeesDetail

FieldValueIRS element (for citing)
CategoryAccounting & Tax PrepCategoryTxt
Amt$20,000Amt
Net Investment Income$7,500NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$0DisbursementsCharitablePrpsAmt

Contractor Compensation Expln ContractorCompensationExpln

Contractor Comp Expln ContractorCompExplnGrp (2 entries)

ExplanationExplanationTxt
Kandel & Company
Accounting & Tax Preparation
Rockefeller Capital Management
Investment Advisory and Portfolio Management

Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule

Investments Corporate Bonds InvestmentsCorporateBondsGrp

FieldValueIRS element (for citing)
BondBarclays Bank PLC-0%BondNm
EOY Book Value$1,000,000EOYBookValueAmt
EOYFMV$1,175,250EOYFMVAmt

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (47 entries)

StockStockNmEOY Book ValueEOYBookValueAmtEOYFMVEOYFMVAmt
Humana Inc
Marriott Int'l Inc$34,323$142,710
Norfolk Southern$82,247$218,850
Parker Hannifin Corp$50,661$351,584
Union Pacific Corp$55,356$109,183
Alphabet Inc-CL C$497,324$3,043,860
Costco Wholesale$133,588$658,828
Home Depot$161,808$280,442
JP Morgan Chase$99,825$483,330
Lockheed Martin$115,261$193,468
Mastercard CL-A$276,399$883,151
Microsoft Corp$424,398$2,846,104
Deere & Co$32,546$174,123
Marsh & McLennan$56,942$166,968
T-Mobile US Inc$88,260$353,493
Adobe Systems Inc$64,840$87,498
Amazon$1,778,040$3,050,055
Apple Inc$394,619$2,256,438
Intuitive Surgical Inc$339,095$1,132,720
Netflix Inc$47,353$137,171
Caterpillar Inc$226,693$876,491
Medical Properties Trust$13,979$4,000
Mercadolibre Inc$150,395$292,068
Trade Desk Inc-CL A$50,327$76,755
Varonis Communications$49,133$68,880
Abbvie Inc$308,556$639,772
Chevron Corp$146,589$195,542
Exxon Mobil Corp$136,863$256,445
Grayscale Bitcoin Tr$338,653$396,206
Ivanhoe Mines Ltd$99,768$159,431
LAM Research Corp$207,919$556,335
Nvidia Corp$8,125,346$39,392,530
Regeneron Pharmaceuticals Inc$149,477$192,967
Sylvamo Corp
Eli Lilly & Co$603,551$972,585
Oneck Inc$89,657$102,385
RTX Corp$42,345$81,063
Vertex Pharmaceuticals Inc$156,868$204,012
IShares US Aer Def EFT$49,122$91,243
Merck & Co Inc
Sherwin Williams Co$44,021$187,613
Sorthern Copper Corp$105,749$173,742
Qualcomm Inc
Taiwan Semiconductor$201,598$395,057
Vaneck ETF Tr Semiconductor$197,060$288,104
Invesco QQQ Tr Unit Ser 1$205,677$276,440
Palantir Technologies Inc$165,697$177,750

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp

FieldValueIRS element (for citing)
Category Or ItemLincoln National-PolicyCategoryOrItemTxt
Listed At Cost Or FMVAT COSTListedAtCostOrFMVCd
Book Value$2,400,000BookValueAmt
EOYFMV$127,646EOYFMVAmt

Legal Fees Schedule LegalFeesSchedule

Legal Fees LegalFeesGrp

FieldValueIRS element (for citing)
CategoryMcGuire WoodsCategoryTxt
Legal Fees$9,898LegalFeesAmt
Net Investment Income$0NetInvestmentIncomeAmt
Adjusted Net Income$0AdjustedNetIncomeAmt
Disbursements Charitable Prps$9,898DisbursementsCharitablePrpsAmt

Other Expenses Schedule OtherExpensesSchedule

Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)

DescDescRevenue And Expenses Per BooksRevenueAndExpensesPerBooksAmtNet Investment IncomeNetInvestmentIncomeAmt
Advisory Fees$289,596$289,596
Bank Fee$25

Taxes Schedule TaxesSchedule

Taxes Detail TaxesDetail

FieldValueIRS element (for citing)
CategoryExcise Tax-'25CategoryTxt
Amt$18,321Amt

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