2025-02-24T13:00:01-06:00 2024-10-31 RP TAX LLC 767 5TH AVENUE 18TH FLOOR NEW YORK NY 10153 990PF 2023-11-01 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 2025-01-21 true true ELAINE LOK P00537783 2122590813 2023 2025-03-06 01:10:19Z X 13702252 X 0 X 0 184824 184824 633330 1054938 633330 818154 818154 0 9000 9000 0 0 68074 68074 1277 1107 170 78351 78181 0 170 777000 777000 855351 78181 0 777170 -37197 739973 806504 1190916 1190916 5426779 5005170 12511336 6233283 6196086 13702252 0 0 X 6233283 6196086 6233283 6196086 6233283 6196086 6233283 -37197 6196086 6196086 1625 SHS ACCENTURE LTD P 2023-01-01 2024-10-31 495354 147885 347469 347469 1505 SHS APPLE INC P 2023-01-01 2024-10-31 259700 6721 252979 252979 1840 SHS INVESCO S&P 500 P 2023-01-01 2024-10-31 299884 267002 32882 32882 633330 10286 10286 10286 3497 0 25000 28497 X 343 17868 17868 false false false false false false false true true NY true false false false false true NONE RP TAX LLC 2122590813 767 FIFTH AVE 18TH FLOOR 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 STEPHANIE TYRER 767 FIFTH AVE 18TH FL New York NY 10153 VICE PRESIDENT 1.0 0 0 0 JOHN L BEATY 767 5TH AVE 18TH FLOOR New York NY 10153 SECRETARY AND TREASURER 1.0 0 0 0 BROWN ADVISORY LLC 5404 WISCONSIN AVE STE 1000 CHEVY CHASE MD 208153497 INVESTMENT ADVISORY 67997 N/A 12211792 938005 0 13149797 0 13149797 197247 12952550 647628 647628 10286 10286 637342 637342 637342 777170 0 0 0 0 777170 637342 0 2021 2020 2019 0 387332 1406865 1002052 802519 190798 3789566 777170 0 637342 139828 3929394 0 0 0 0 387332 3542062 1406865 1002052 802519 190798 139828 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 125000 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 20000 MADEIRA SCHOOL 8328 GEORGETOWN PIKE MCLEAN VA 22102 none PC UNRESTRICTED 10000 ABILITY SCHOOL 75 KNICKERBOCKER RD ENGLEWOOD NJ 07631 NONE PC UNRESTRICTED 50000 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 75000 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 75000 LIZARD HEADS HOCKEY CLUB PO BOX 2315 TELLURIDE CO 81435 NONE PC UNRESTRICTED 30000 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 AMERICAN FOUNDATION FOR SUICIDE PREVENTION 1750 M STREET NW SUITE 650 WASHINGTION DC 20036 NONE PC UNRESTRICTED 1000 PASADENA WALDORF SCHOOL 209 E MARIPOSA STREET ALTADENA CA 91001 NONE PC UNRESTRICTED 10000 PISTON FOUNDATION 700 CANAL STREET STAMFORD CT 06902 NONE PC UNRESTRICTED 5000 777000 14 0 14 184824 18 633330 818154 818154 false false false false false false false false false false RP TAX LLC 9000 9000 SCHWAB SCHEDULE B-EQUITIES 1100887 6167676 SCHWAB SCHEDULE B-ETF 3904283 6343660 FILING FEES 750 750 ADVERTISEMENT 170 170 FOREIGN TAXES 357 357 INVESTMENT ADVISORY FEES 67997 67997 ADR FEES 77 77 FOREIGN TAX WITHHELD FEDERAL TAXES