2024-01-24T13:14:44-06:00 2023-10-31 RP TAX LLC 767 5TH AVENUE 18TH FLOOR NEW YORK NY 10153 990PF 2022-11-01 311577990 Judith L Chiara Charitable Fund Inc c/o RIVER PARTNERS CAPITAL MGMT LP % RP TAX LLC JUDI 2122590813 767 FIFTH AVE 18TH FL New York NY 10153 JOHN T BEATY TRUSTEE 2122590813 2023-11-27 true JOHN T BEATY XXX-XX-XXXX ELAINE LOK P00537783 2122590813 2 2022 2023-04-26 12:10:37Z X 11389468 X 0 X 282 282 165608 165608 856297 3667251 856297 1022187 1022187 0 8400 8400 0 0 61864 61864 920 750 170 71184 71014 0 170 746000 746000 817184 71014 0 746170 205003 951173 489648 806504 806504 5538631 5426779 10582964 6028279 6233283 11389468 0 0 X 6028280 6233283 6028280 6233283 6028280 6233283 6028280 205003 6233283 6233283 SEE SCHEDULE A ATTACHED P 2022-10-24 2023-11-29 2689474 2574525 114949 114949 SEE SCHEDULE A ATTACHED P 2022-01-01 2023-10-31 977777 236429 741348 741348 856297 13221 13221 13221 16718 0 16718 X 0 3497 3497 false false false false false false false true true NY true false false false false true NONE RP TAX LLC 2122590813 767 FIFTH AVE 21ST FL NEW YORK NY 10153 false false false false false false false false false false false false false false false false false false false JOHN T BEATY 767 FIFTH AVE 18TH FL New York NY 10153 PRESIDENT 1.0 0 0 0 JEROME MANNING 767 FIFTH AVE 18TH FL New York NY 10153 SECRETARY AND TREASURER 1.0 0 0 0 STEPHANIE TYRER 767 FIFTH AVE 18TH FL New York NY 10153 VICE PRESIDENT 1.0 0 0 0 BROWN ADVISORY LLC 5404 WISCONSIN AVE STE 1000 CHEVY CHASE MD 208153497 INVESTMENT ADVISORY 61821 N/A 10875254 669786 0 11545040 0 11545040 173176 11371864 568593 568593 13221 13221 555372 555372 555372 746170 0 0 0 0 746170 555372 0 2020 2019 2018 0 200838 387332 1406865 1002052 802519 3799606 746170 0 555372 190798 3990404 0 0 0 0 200838 3789566 387332 1406865 1002052 802519 190798 NONE NONE X EXPONENTS INC 17 BATTERY PL 8TH FLOOR NEW YORK NY 10004 NONE PC UNRESTRICTED 200000 UNION STATION HOMELESS SERVICES 235 EAST HOLLY STREET PASADENA CA 91101 NONE PC UNRESTRICTED 25000 TEAMWORK FOUNDATION 478 GERARD AVENUE BRONX NY 10451 NONE PC UNRESTRICTED 100000 VASSAR College 124 RAYMOND AVENUE POUGHKEEPSIE NY 12604 NONE PC UNRESTRICTED 30000 UPPER SARANAC FOUNDATION PO BOX 564 SARANAC LAKE NY 12983 NONE PC UNRESTRICTED 100000 MADEIRA SCHOOL 8328 GEORGETOWN PIKE MCLEAN VA 22102 none PC UNRESTRICTED 10000 ABILITY SCHOOL 75 KNICKERBOCKER RD ENGLEWOOD NJ 07631 NONE PC UNRESTRICTED 30000 NORTH COUNTRY SCHOOL AND CAMP TREETOPS 191 N County Road Miller Place NY 11764 NONE PC UNRESTRICTED 10000 ST JOHN'S COLLEGE 60 College Avenue ANNAPOLIS MD 21401 NONE PC UNRESTRICTED 15000 WORLD CENTAL KITCHEN 200 Massachusetts AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PC UNRESTRICTED 50000 BRONX HIGH SCHOOL OF SCIENCE 75 WEST 205TH STREET THE BRONX NY 10468 NONE PC UNRESTRICTED 25000 FOOD BANK FOR NEW YORK CITY 252 W 116TH STREET NEW YORK NY 10026 NONE PC UNRESTRICTED 50000 LIZARD HEADS HOCKEY CLUB PO BOX 2315 TELLURIDE CO 81435 NONE PC UNRESTRICTED 25000 INNOCENCE PROJECT 40 WORTH STREET SUITE 701 NEW YORK NY 10013 NONE PC UNRESTRICTED 15000 ADMIRAL FARRAGUT ACADEMY 606 BUHLER CT PINE BEACH NJ 08741 NONE PC UNRESTRICTED 5000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 NONE PC UNRESTRICTED 25000 JEWISH NATIONAL FUND 42 EAST 69TH STREET NEW YORK NY 10021 NONE PC UNRESTRICTED 25000 OAXACA STREETCHILDREN CRASSROOTS PO BOX 2219 BENTON AR 72018 NONE PC UNRESTRICTED 1000 TEAM WORLD VISION 3306 W ARMITAGE AVENUE CHICAGO IL 60647 NONE PC UNRESTRICTED 5000 746000 14 282 14 165608 18 856297 1022187 1022187 false false false false false false false false false false RP TAX LLC 8400 8400 SCHWAB SCHEDULE B-EQUITIES 1255493 5546187 SCHWAB SCHEDULE B-ETF 4171286 5036777 FILING FEES 750 750 ADVERTISEMENT 170 170 INCOME TAXES 0 INVESTMENT ADVISORY FEES 61821 61821 ADR FEES 43 43 FOREIGN TAX WITHHELD FEDERAL TAXES