ROBERT W WILSON CHARITABLE TR: Form 990PF, tax year 2021
View the entire original 990 at ProPublica ↗
- Organization
- ROBERT W WILSON CHARITABLE TR (EIN 51-6536168)
- Tax period
- 2021-01-01 to 2021-12-31
- Filed
- 2022-11-03
- IRS object ID
- 202223079349101302
- Schema version
- 2021v4.2
- 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
- Accounting Fees Schedule
- Expenditure Responsibility Stmt
- General Explanation Attachment
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Investments Other Schedule2
- Legal Fees Schedule
- Other Assets Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Increases Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-11-03T10:33:27-05:00 | ReturnTs |
| Tax Period End | 2021-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 130436940 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ANCHIN BLOCK & ANCHIN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100187001 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2021-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 516536168 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ROBERT W WILSON CHARITABLE TRUST | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ROBE | BusinessNameControlTxt |
| Phone | 2128403456 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | R SCHNEIDMAN TTE ANCHIN 1375 BWY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | RICHARD SCHNEIDMAN | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 2128403456 | PhoneNum |
| Signature | 2022-11-02 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | RICHARD | PersonFirstNm |
| Person Last | SCHNEIDMAN | PersonLastNm |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BARRY LIEBERMAN | PreparerPersonNm |
| PTIN | P01264445 | PTIN |
| Phone | 2128403456 | PhoneNum |
| Preparation | 2022-11-02 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 3 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2021 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $246,803,641 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Interest On Sav Rev And Expnss | $141 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $141 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $3,534,499 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $3,534,499 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $11,496,030 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $103,205,257 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $11,465,088 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $217,898 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $45,517 | OtherIncomeNetInvstIncmAmt |
| Total Rev And Expnss | $15,248,568 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $15,045,245 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $946,854 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $272,556 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $674,298 | CompOfcrDirTrstDsbrsChrtblAmt |
| Oth Empl Slrs Wgs Rev And Expnss | $153,298 | OthEmplSlrsWgsRevAndExpnssAmt |
| Oth Empl Slrs Wgs Net Invst Incm | $76,649 | OthEmplSlrsWgsNetInvstIncmAmt |
| Oth Empl Slrs Wgs Dsbrs Chrtbl | $76,649 | OthEmplSlrsWgsDsbrsChrtblAmt |
| Pension Empl Bnft Rev And Expnss | $49,837 | PensionEmplBnftRevAndExpnssAmt |
| Pension Empl Bnft Net Invst Incm | $24,919 | PensionEmplBnftNetInvstIncmAmt |
| Pension Empl Bnft Dsbrs Chrtbl | $24,918 | PensionEmplBnftDsbrsChrtblAmt |
| Legal Fees Rev And Expnss | $39,138 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $0 | LegalFeesNetInvstIncmAmt |
| Legal Fees Dsbrs Chrtbl | $39,138 | LegalFeesDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $132,560 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $39,768 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $92,792 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $902,107 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $852,107 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $50,000 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $150,537 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $65,537 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $22,022 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Net Invst Incm | $0 | TravConfMeetingNetInvstIncmAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $22,022 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $41,376 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $30,598 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $10,778 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $2,437,729 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $1,362,134 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $990,595 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $17,020,567 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $17,020,567 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $19,458,296 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $1,362,134 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $18,011,162 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | -$4,209,728 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $13,683,111 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $7,015,564 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $11,406,506 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $11,406,506 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $24,164,405 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $10,997,800 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $10,997,800 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $140,831,783 | CorporateStockBOYAmt |
| Corporate Stock EOY | $174,004,161 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $174,004,161 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $18,719,181 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $0 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $0 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $49,617,888 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $50,395,069 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $50,395,069 | OtherInvestmentsEOYFMVAmt |
| Other Assets BOY | $105 | OtherAssetsBOYAmt |
| Other Assets EOY | $105 | OtherAssetsEOYAmt |
| Other Assets EOYFMV | $105 | OtherAssetsEOYFMVAmt |
| Total Assets BOY | $240,348,926 | TotalAssetsBOYAmt |
| Total Assets EOY | $246,803,641 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $246,803,641 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
| No Donor Rstr Net Assests BOY | $240,348,926 | NoDonorRstrNetAssestsBOYAmt |
| No Donor Rstr Net Assests EOY | $246,803,641 | NoDonorRstrNetAssestsEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $240,348,926 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $246,803,641 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $240,348,926 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $246,803,641 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $240,348,926 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | -$4,209,728 | ExcessRevenueOverExpensesAmt |
| Other Increases | $10,664,443 | OtherIncreasesAmt |
| Subtotal | $246,803,641 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $246,803,641 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (10 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | AcquiredAcquiredDt | SoldSoldDt | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|---|---|
| 2,284 SHS PINEHURST INSTITUTIONAL LTD - SEE STMT 13 | P | 2015-01-01 | 2021-12-31 | $5,000,000 | $3,572,087 | $1,427,913 | $1,427,913 |
| GAIN ON SALE OF CCH LP LIQUIDATING TRUST | D | 2013-12-23 | 2021-12-31 | $19,633 | $19,633 | $19,633 | |
| PUBLICLY TRADED SECURITIES-LOOMIS | P | 2020-01-01 | 2021-12-31 | $80,613,665 | $80,020,901 | $592,764 | $592,764 |
| CLASS ACTIONS | P | 2020-01-01 | 2021-12-31 | $554 | $554 | $554 | |
| PUBLICLY TRADED SECURITIES-FIDELITY | P | 2020-01-01 | 2021-12-31 | $11,508,459 | $8,147,181 | $3,361,278 | $3,361,278 |
| CAPITAL GAIN DIVIDENDS | P | 2020-01-01 | 2021-12-31 | $5,237,905 | $5,237,905 | $5,237,905 | |
| STCG FROM WELLINGTON TRUST | P | 2021-01-01 | 2021-12-31 | $406,596 | $406,596 | $406,596 | |
| LTCG FROM WELLINGTON TRUST | P | 2020-01-01 | 2021-12-31 | $177,625 | $177,625 | $177,625 | |
| SECTION 1256 GAIN FROM WELLINGTON TRUST | P | 2020-01-01 | 2021-12-31 | $237,731 | $237,731 | $237,731 | |
| LTCG FROM FARALLON | P | 2020-01-01 | 2021-12-31 | $3,089 | $3,089 | $3,089 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $11,465,088 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $190,195 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $190,195 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $190,195 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $82,506 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $140,000 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $222,506 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $0 | EsPenaltyAmt |
| Overpayment | $32,311 | OverpaymentAmt |
| Applied To ES Tax | $32,311 | AppliedToESTaxAmt |
| Refund | $0 | RefundAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | RICHARD SCHNEIDMAN TRUSTEE | IndividualWithBooksNm |
| Phone | 2128403456 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O ANCHIN 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | Yes (1) | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Acts Fail To Qlfy As Exceptions | 0 | ActsFailToQlfyAsExceptionsInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Transactions Fail To Qlfy As Exc | 0 | TransactionsFailToQlfyAsExcInd |
| Maintained Expenditure Rspns | Yes (1) | MaintainedExpenditureRspnsInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt | Address Line2USAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|
| RICHARD SCHNEIDMAN | |||||||||
| C/O ANCHIN - 1375 BROADWAY | NEW YORK | NY | 10018 | TRUSTEE | 36.00 | $908,521 | $0 | $0 | |
| ROBERT FEIDELSON | |||||||||
| C/O R SCHNEIDMAN-ANCHIN-1375 | NEW YORK | NY | 10018 | TRUSTEE | 1.50 | $20,000 | $0 | $0 | BROADWAY |
| ERIC WEITZ | |||||||||
| C/O R SCHNEIDMAN-ANCHIN-1375 | NEW YORK | NY | 10018 | TRUSTEE | 1.50 | $18,333 | $0 | $0 | BROADWAY |
Compensation Highest Paid Empl CompensationHighestPaidEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ANGELA RICCARDI | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO ANCHIN 1375 BROADWAY | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10018 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Title | CONTROLLER | TitleTxt |
| Average Hrs Per Wk Devoted To Pos | 36.00 | AverageHrsPerWkDevotedToPosRt |
| Compensation | $153,298 | CompensationAmt |
| Employee Benefits | $38,324 | EmployeeBenefitsAmt |
| Expense Account | $0 | ExpenseAccountAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Service TypeServiceTypeTxt | CompensationCompensationAmt |
|---|---|---|---|---|---|
| FIDUCIARY TRUST INTERNATIONAL | |||||
| 55 OLD BEDFORD ROAD | LINCOLN | MA | 01773 | INVESTMENT ADVISOR | $520,789 |
| SELECT EQUITY GROUP LP | |||||
| 380 LAFAYETTE ST SUITE 302 | NEW YORK | NY | 100036933 | INVESTMENT ADVISOR | $154,744 |
| ANCHIN BLOCK & ANCHIN LLP | |||||
| 1375 BROADWAY | NEW YORK | NY | 10018 | ACCTG, TAX, CONSULTG | $132,560 |
| LOOMIS SAYLES & COMPANY LP | |||||
| ONE FINANCIAL CENTER | BOSTON | MA | 02111 | INVESTMENT ADVISOR | $124,972 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
| Expenses1 | $0 | Expenses1Amt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $185,904,528 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $6,915,484 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $49,404,712 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $242,224,724 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $242,224,724 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $3,633,371 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $238,591,353 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $11,929,568 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $11,929,568 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $190,195 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $190,195 | TotalTaxAmt |
| Distributable Before Adj | $11,739,373 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $201,425 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $11,940,798 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $11,940,798 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $18,011,162 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $18,011,162 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $11,940,798 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr5 | $22,980,063 | ExcessDistributionCyovYr5Amt |
| Excess Distribution Cyov Yr4 | $15,614,397 | ExcessDistributionCyovYr4Amt |
| Excess Distribution Cyov Yr3 | $7,861,413 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $8,997,237 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $9,164,869 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $64,617,979 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $18,011,162 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $11,940,798 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $6,070,364 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $70,688,343 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $22,980,063 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $47,708,280 | ExcessDistriCyovToNextYrAmt |
| Excess From Year4 | $15,614,397 | ExcessFromYear4Amt |
| Excess From Year3 | $7,861,413 | ExcessFromYear3Amt |
| Excess From Year2 | $8,997,237 | ExcessFromYear2Amt |
| Excess From Year1 | $9,164,869 | ExcessFromYear1Amt |
| Excess From Current Year | $6,070,364 | ExcessFromCurrentYearAmt |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (77 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line1RecipientForeignAddress/AddressLine1Txt | Address Line2RecipientForeignAddress/AddressLine2Txt | CityRecipientForeignAddress/CityNm | CountryRecipientForeignAddress/CountryCd | Foreign PostalRecipientForeignAddress/ForeignPostalCd | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AMERICAN CIVIL LIBERTIES UNION FOUNDATION | ||||||||||||
| 125 BROAD STREET 18TH FLOOR | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $25,000 | ||||||
| AMHERST COLLEGE | ||||||||||||
| PO BOX 5000 | AMHERST | MA | 01002 | PC | GENERAL SUPPORT | $200 | ||||||
| ADIRONDACK COUNCIL | ||||||||||||
| 100 HAND AVENUE 3 PO BOX D-2 | ELIZABETHTOWN | NY | 12932 | PC | GENERAL SUPPORT | $10,000 | ||||||
| AMERICAN RED CROSS | ||||||||||||
| 520 WEST 49TH STREET | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $50,000 | ||||||
| AMERICAN BIRD CONSERVANCY | ||||||||||||
| 4249 LOUDOUN AVENUE PO BOX 249 | THE PLAINS | VA | 20198 | PC | GENERAL SUPPORT | $165,000 | ||||||
| BROOKLYN BOTANIC GARDEN | ||||||||||||
| 1000 WASHINGTON AVENUE | BROOKLYN | NY | 11225 | PC | GENERAL SUPPORT | $2,000,000 | ||||||
| BRIDGE FUND OF NY | ||||||||||||
| 271 MADISON AVENUE SUITE 907 | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $2,500 | ||||||
| BYRD HOFFMAN WATERMILL FOUNDATION | ||||||||||||
| 39 WATERMILL TOWD ROAD | WATER MILL | NY | 11976 | PC | GENERAL SUPPORT | $5,000 | ||||||
| CENTRAL PARK CONSERVANCY | ||||||||||||
| 14 EAST 60TH STREET | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $751,843 | ||||||
| CHRISTOPHER REEVE PARALYSIS FDT | ||||||||||||
| 636 MORRIS TURNPIKE SUITE 3A | SHORT HILLS | NJ | 07078 | PC | GENERAL SUPPORT | $5,000 | ||||||
| CITY HARVEST | ||||||||||||
| 6 EAST 32ND STREET 16TH FLOOR | NEW YORK | NY | 10016 | PC | GENERAL SUPPORT | $3,500 | ||||||
| DRUG POLICY ALLIANCE | ||||||||||||
| 131 WEST 33RD STREET 15TH FLOOR | NEW YORK | NY | 10001 | PC | GENERAL SUPPORT | $600,000 | ||||||
| ENVIRONMENTAL DEFENSE FUND | ||||||||||||
| 257 PARK AVENUE SOUTH | NEW YORK | NY | 10010 | PC | GENERAL SUPPORT | $1,000,000 | ||||||
| HISTORIC HOUSE TRUST | ||||||||||||
| 830 5TH AVE THE ARSENAL ROOM 203 | NEW YORK | NY | 10065 | PC | GENERAL SUPPORT | $5,000 | ||||||
| INNER-CITY SCHOLARSHIP FUND | ||||||||||||
| 1011 FIRST AVENUE SUITE 1800 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $25,000 | ||||||
| INSTITUTE FOR JUSTICE | ||||||||||||
| 901 N GLEBE ROAD SUITE 900 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $50,000 | ||||||
| INTERNATIONAL CENTER FOR THE DISABLED INC | ||||||||||||
| 123 WILLIAM STREET 5TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $5,000 | ||||||
| LANDMARK WEST | ||||||||||||
| 45 WEST 67TH STREET | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $1,000 | ||||||
| MANHATTAN CLASS CO | ||||||||||||
| 511 WEST 52ND STREET | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $10,000 | ||||||
| METROPOLITAN OPERA | ||||||||||||
| 30 LINCOLN CENTER | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $250,000 | ||||||
| MUNICIPAL ART SOCIETY OF NY | ||||||||||||
| 488 MADISON AVENUE SUITE 1900 | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $25,000 | ||||||
| NATIONAL TRUST FOR HISTORIC PRESERVATION | ||||||||||||
| 2600 VIRGINIA AVENUE NW SUITE 1100 | WASHINGTON | DC | 20037 | PC | GENERAL SUPPORT | $1,375,387 | ||||||
| NATURE & CULTURE INTL | ||||||||||||
| 1400 MAIDEN LANE | DEL MAR | CA | 92014 | PC | GENERAL SUPPORT | $25,000 | ||||||
| NATURE CONSERVANCY | ||||||||||||
| 4245 N FAIRFAX DRIVE SUITE 100 | ARLINGTON | VA | 22203 | PC | GENERAL SUPPORT | $2,500,000 | ||||||
| NEW MUSEUM | ||||||||||||
| 235 BOWERY | NEW YORK | NY | 10002 | PC | GENERAL SUPPORT | $5,000 | ||||||
| NEW YORK LANDMARKS CONSERVANCY | ||||||||||||
| ONE WHITEHALL STREET | NEW YORK | NY | 10004 | PC | GENERAL SUPPORT | $25,000 | ||||||
| NEW YORK PUBLIC LIBRARY | ||||||||||||
| 476 FIFTH AVENUE | NEW YORK | NY | 100182788 | PC | GENERAL SUPPORT | $2,000,000 | ||||||
| VERA INSTITUTE | ||||||||||||
| 34 35TH STREET SUITE 4-2A | BROOKLYN | NY | 11232 | PC | GENERAL SUPPORT | $75,000 | ||||||
| WHITNEY MUSEUM | ||||||||||||
| 99 GANSEVOORT STREET | NEW YORK | NY | 10014 | PC | GENERAL SUPPORT | $433,334 | ||||||
| WCPE CLASSICAL RADIO | ||||||||||||
| PO BOX 828 | WAKE FOREST | NC | 27588 | PC | GENERAL SUPPORT | $2,000 | ||||||
| WILDLIFE CONSERVATION SOCIETY | ||||||||||||
| 2300 SOUTHERN BLVD | BRONX | NY | 10460 | PC | GENERAL SUPPORT | $2,291,919 | ||||||
| WILDERNESS SOCIETY | ||||||||||||
| 1615 M STREET NW | WASHINGTON | DC | 20036 | PC | GENERAL SUPPORT | $175,000 | ||||||
| WORLD MONUMENTS FUND | ||||||||||||
| 350 FIFTH AVENUE SUITE 2412 | NEW YORK | NY | 10118 | PC | GENERAL SUPPORT | $1,875,000 | ||||||
| BOTTOMLESS CLOSET | ||||||||||||
| 16 EAST 52ND STREET 15TH FLOOR | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $25,000 | ||||||
| CHILDREN'S AID SOCIETY | ||||||||||||
| 117 WEST 124TH ST 5TH FLOOR | NEW YORK | NY | 10027 | PC | GENERAL SUPPORT | $15,000 | ||||||
| SCENIC HUDSON | ||||||||||||
| ONE CIVIC CENTER PLAZA SUITE 200 | POUGHKEEPSIE | NY | 126013157 | PC | GENERAL SUPPORT | $10,000 | ||||||
| WESTCHESTER LAND TRUST | ||||||||||||
| 403 HARRIS ROAD | BEDFORD HILLS | NY | 10507 | PC | GENERAL SUPPORT | $5,000 | ||||||
| AMERICAN FRIENDS OF HEBREW UNIVERSITY | ||||||||||||
| 199 WATER STREET 11TH FLOOR | NEW YORK | NY | 10038 | PC | GENERAL SUPPORT | $25,000 | ||||||
| COMMUNITY CAPITAL NEW YORK | ||||||||||||
| 44 EXECUTIVE BLVD SUITE 203 | ELMSFORD | NY | 10523 | PC | GENERAL SUPPORT | $5,000 | ||||||
| DUKE LEMUR CENTER | ||||||||||||
| PO BOX 90581 | DURHAM | NC | 277080581 | PC | GENERAL SUPPORT | $5,000 | ||||||
| HASTINGS CENTER | ||||||||||||
| 21 MALCOLM GORDON ROAD | GARRISON | NY | 10524 | PC | GENERAL SUPPORT | $200,000 | ||||||
| HEART | ||||||||||||
| P O BOX 738 | MAMARONECK | NY | 10543 | PC | GENERAL SUPPORT | $2,500 | ||||||
| HOUR CHILDREN LIC | ||||||||||||
| 36-11 12TH STREET | LONG ISLAND CITY | NY | 11106 | PC | GENERAL SUPPORT | $10,000 | ||||||
| SPOONS ACROSS AMERICA | ||||||||||||
| 630 9TH AVENUE SUITE 212 | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $2,500 | ||||||
| SHELBURNE FARMS | ||||||||||||
| 1611 HARBOR ROAD | SHELBURNE | VT | 05482 | PC | GENERAL SUPPORT | $260,000 | ||||||
| MOHONK PRESERVE | ||||||||||||
| PO BOX 715 | NEW PALTZ | NY | 12561 | PC | GENERAL SUPPORT | $2,500 | ||||||
| JAMES BEARD FOUNDATION | ||||||||||||
| 167 WEST 12TH STREET | NEW YORK | NY | 10011 | PC | GENERAL SUPPORT | $10,000 | ||||||
| UPSTREAM ALLIANCE | ||||||||||||
| 1867 LINDAMOOR DRIVE | ANNAPOLIS | MD | 21401 | PC | GENERAL SUPPORT | $10,000 | ||||||
| CONNECTIONS EDUCATION CENTER OF THE PALM BEACHES | ||||||||||||
| 1310 OLD CONGRESS AVENUE SUITE 100 | WEST PALM BEACH | FL | 33409 | PC | GENERAL SUPPORT | $25,000 | ||||||
| CHILDREN'S ACADEMY | ||||||||||||
| 317 EAST 50TH STREET | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $10,000 | ||||||
| FOOD & ENVIRONMENT REPORTING NETWORK | ||||||||||||
| 576 5TH AVENUE SUITE 903 | NEW YORK | NY | 10036 | PC | GENERAL SUPPORT | $5,000 | ||||||
| FRIENDS OF KAREN | ||||||||||||
| 118 TITICUS ROAD | NORTH SALEM | NY | 10560 | PC | GENERAL SUPPORT | $5,000 | ||||||
| NYC OUTWARD BOUND CENTER INC | ||||||||||||
| 29-46 NORTHERN BLVD | LONG ISLAND CITY | NY | 11101 | PC | GENERAL SUPPORT | $10,000 | ||||||
| CONSERVATION STRATEGY FUND | ||||||||||||
| 1160 G STREET SUITE A-1 | ARCATA | CA | 95521 | PC | GENERAL SUPPORT | $2,500 | ||||||
| FSHD SOCIETY | ||||||||||||
| 450 BEDFORD STREET | LEXINGTON | MA | 02420 | PC | GENERAL SUPPORT | $2,500 | ||||||
| JEWISH INTERACTIVE INC | ||||||||||||
| 57 WEST 57TH STREET | NEW YORK | NY | 10019 | PC | GENERAL SUPPORT | $10,000 | ||||||
| MUSICIANS ON CALL | ||||||||||||
| 1300 DIVISION STREET SUITE 301 | NASHVILLE | TN | 37203 | PC | GENERAL SUPPORT | $10,000 | ||||||
| PARKS & TRAILS NY | ||||||||||||
| 33 ELK STREET | ALBANY | NY | 12207 | PC | GENERAL SUPPORT | $5,000 | ||||||
| MUSEUM OF JEWISH HERITAGE | ||||||||||||
| 36 BATTERY PLACE | NEW YORK | NY | 10280 | PC | GENERAL SUPPORT | $10,000 | ||||||
| JAY FUND FOUNDATION | ||||||||||||
| PO BOX 50798 | JACKSONVILLE BEACH | FL | 32240 | PC | GENERAL SUPPORT | $10,000 | ||||||
| NEW YORK CITY AUDUBON SOCIETY INC | ||||||||||||
| 71 WEST 23RD STREET STE 1523 | NEW YORK | NY | 10010 | PC | GENERAL SUPPORT | $7,500 | ||||||
| NY PHILHARMONIC | ||||||||||||
| 10 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $25,000 | ||||||
| TENEMENT MUSEUM | ||||||||||||
| 103 ORCHARD STREET | NEW YORK | NY | 10002 | PC | GENERAL SUPPORT | $10,000 | ||||||
| JBS EXECUTIVE EDUCATION LIMITED | ||||||||||||
| NC | DESIGN, DEVELOP AND START THE WILSON TRUST NATURAL ALLIES ENVIRONMENTAL LEADERSHIP PROGRAM TO EQUIP LEADERS IN ENVIRONMENTAL ORGANIZATIONS AND ENVIRONMENTAL NON-GOVERNMENT ENTITIES WITH THE RIGHT MINDSET, TOOLS AND FRAMEWORKS TO DRIVE CHANGES AND INNOVATIONS FOR MORE "MARKET-BASED" SOLUTIONS. | $383,884 | C/O UNIVERSITY OF CAMBRIDGE | TRUMPINGTON STREET | CAMBRIDGE | UK | CB21AG | |||||
| FRIENDS OF LACHAT | ||||||||||||
| 31 FANTON HILL ROAD | WESTON | CT | 06883 | PC | GENERAL SUPPORT | $17,500 | ||||||
| FRIENDS OF WESTPORT PARKS & RECREATION INC | ||||||||||||
| 260 COMPO ROAD SOUTH | WESTPORT | CT | 06880 | PC | GENERAL SUPPORT | $5,000 | ||||||
| JUILLARD SCHOOL | ||||||||||||
| 60 LINCOLN CENTER PLAZA | NEW YORK | NY | 10023 | PC | GENERAL SUPPORT | $25,000 | ||||||
| KRAVIS CENTER FOR THE PERFORMING ARTS | ||||||||||||
| 701 OKEECHOBEE BOULEVARD | WEST PALM BEACH | FL | 33401 | PC | GENERAL SUPPORT | $5,000 | ||||||
| MORGAN PRESSEL FOUNDATION | ||||||||||||
| PO BOX 480157 | DELRAY BEACH | FL | 33448 | PC | GENERAL SUPPORT | $2,500 | ||||||
| FRIENDS OF THE NORWALK RIVER VALLEY TRAIL INC | ||||||||||||
| PO BOX 174 | GEORGETOWN | CT | 06829 | PC | GENERAL SUPPORT | $12,500 | ||||||
| NYU STERN CENTER FOR SUSTAINABLE BUSINESS | ||||||||||||
| 44 WEST 4TH STREET | NEW YORK | NY | 10012 | PC | GENERAL SUPPORT | $25,000 | ||||||
| PUBLIC SCHOOL 91 | ||||||||||||
| 2200 AQUEDUCT AVENUE | BRONX | NY | 10453 | PC | GENERAL SUPPORT | $7,500 | ||||||
| PALISADES PARKS CONSERVANCY | ||||||||||||
| PO BOX 513 | NEW YORK | NY | 10018 | PC | GENERAL SUPPORT | $5,000 | ||||||
| SKYLINE CHARITABLE FOUNDATION INC | ||||||||||||
| C/O DANIEL ZAUDERER 185 EAST 85TH | NEW YORK | NY | 10028 | PC | GENERAL SUPPORT | $5,000 | STREET | |||||
| SUNRISE DAY CAMPS ASSOCIATION INC | ||||||||||||
| 11 NEIL COURT | OCEANSIDE | NY | 11572 | PC | GENERAL SUPPORT | $5,000 | ||||||
| STEM TEACHERS NYC | ||||||||||||
| 245 WEST 107TH STREET STE 108 | NEW YORK | NY | 10025 | PC | GENERAL SUPPORT | $10,000 | ||||||
| UJA FEDERATION OF NEW YORK | ||||||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | PC | GENERAL SUPPORT | $5,000 | ||||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $17,020,567 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $141 | ExclusionAmt |
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,534,499 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $11,496,030 | ExclusionAmt |
Other Revenue Described OtherRevenueDescribedGrp (2 entries)
| DescDesc | ExclusionExclusionCd | ExclusionExclusionAmt | Related Or Exempt Function IncmRelatedOrExemptFunctionIncmAmt |
|---|---|---|---|
| PARTNERSHIP INCOME THROUGH WELLINGTON TRUST | 18 | $16,473 | $0 |
| RECOVERY OF PRIOR YEAR'S GRANTS | 01 | $201,425 |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $15,248,568 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $15,248,568 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | ACCOUNTING, TAX RETURN PREP, GRANT STRUCTURING/COMPLIANCE & CONSULTING | CategoryTxt |
| Amt | $132,560 | Amt |
| Net Investment Income | $39,768 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $92,792 | DisbursementsCharitablePrpsAmt |
Expenditure Responsibility Stmt ExpenditureResponsibilityStmt
Expenditure Responsibility ExpenditureResponsibilityGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JBS EXECUTIVE EDUCATION LIMITED | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | C/O UNIVERSITY OF CAMBRIDGE | AddressLine1Txt |
| Address Line2 | TRUMPINGTON STREET | AddressLine2Txt |
| City | CAMBRIDGE | CityNm |
| Country | UK | CountryCd |
| Foreign Postal | CB2 1AG | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant | 2021-06-24 | GrantDt |
| Grant | $383,884 | GrantAmt |
| Purpose Of Grant | DESIGN, DEVELOP AND START THE WILSON TRUST NATURAL ALLIES ENVIRONMENTAL LEADERSHIP PROGRAM TO EQUIP LEADERS IN ENVIRONMENTAL ORGANIZATIONS AND ENVIRONMENTAL NON-GOVERNMENT ENTITIES WITH THE RIGHT MINDSET, TOOLS AND FRAMEWORKS TO DRIVE CHANGES AND INNOVATIONS FOR MORE "MARKET-BASED" SOLUTIONS. | PurposeOfGrantTxt |
| Expended By Grantee | $383,884 | ExpendedByGranteeAmt |
| Any Diversion By Grantee | NO KNOWLEDGE OF ANY DIVERSIONS OF THE FUNDS FROM THE CHARITABLE PURPOSE. | AnyDiversionByGranteeTxt |
| Dates Of Reports By Grantee | 7/1/21 - 8/9/22 | DatesOfReportsByGranteeTxt |
| Results Of Verification | THE GRANTEE MAINTAINED RECORDS OF EXPENDITURES RELATING TO THE USE OF THE GRANT FUNDS AND PROVIDED GRANTOR WITH COPIES OF INVOICES AND PROGRESS REPORTS OF THE PROGRAMS SUPPORTED BY THE GRANT FUNDS THROUGHOUT 2021 AND 2022, WHICH DOCUMENTS AND REPORTS WERE REVIEWED BY THE GRANTOR. | ResultsOfVerificationTxt |
General Explanation Attachment GeneralExplanationAttachment
General Explanation GeneralExplanationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SUBSTITUTE FORM 6252 - INSTALLMENT SALE INCOME | IdentifierTxt |
| Form And Line Reference | FORM 990-PF, PART IV | FormAndLineReferenceDesc |
| Medium Explanation | SUBSTITUTE FORM 6252:INSTALLMENT SALE INCOMELINE:1 - DESCRIPTION OF PROPERTY- 2,284 SHARES PINEHURST INSTITUTIONAL LTD 2A - DATE ACQUIRED - 1/01/2015 2B - DATE SOLD - 12/31/2020 3 - WAS THE PROPERTY SOLD TO A RELATED PARTY (SEE INSTRUCTIONS) AFTER MAY 14, 1980? - NO5 - SELLING PRICE INCLUDING MORTGAGES AND OTHER DEBTS - 5,000,0006 - MORTGAGES, DEBTS, AND OTHER LIABILITIES THE BUYER ASSUMED OR TOOK THE PROPERTY SUBJECT TO - NONE7 - SUBTRACT LINE 6 FROM LINE 5 - 5,000,000 8 - COST OR OTHER BASIS OF PROPERTY SOLD - 3,572,0879 - DEPRECIATION ALLOWED OR ALLOWABLE - NONE 10 - ADJUSTED BASIS - 3,572,08711 - COMMISSIONS AND OTHER EXPENSES OF SALE - NONE12 - INCOME RECAPTURE FROM FORM 4797, PART III- NONE13 - ADD LINES 10, 11, AND 12 - 3,572,08714 - SUBTRACT LINE 13 FROM LINE 5 - 1,427,91315 - IF THE PROPERTY DESCRIBED ON LINE 1 ABOVE WAS YOUR MAIN HOME, ENTER THE AMOUNT OF YOUR EXCLUDED GAIN - NONE16 - GROSS PROFIT. SUBTRACT LINE 15 FROM LINE 14 - 1,427,91317 - SUBTRACT LINE 13 FROM LINE 6 - NONE18 - CONTRACT PRICE. ADD LINE 7 AND LINE 17 - 5,000,000 19 - GROSS PROFIT PERCENTAGE (EXPRESSED AS A DECIMAL AMOUNT). DIVIDE LINE 16 BY LINE 18 - .XXX-XX-XXXX - IF THIS IS THE YEAR OF SALE, ENTER THE AMOUNT FROM LINE 17- N/A 21 - PAYMENTS RECEIVED DURING YEAR (SEE INSTRUCTIONS). DON'T INCLUDE INTEREST, WHETHER STATED OR UNSTATED - 5,000,000 22 - ADD LINES 20 AND 21 - 5,000,000 23 - PAYMENTS RECEIVED IN PRIOR YEARS (SEE INSTRUCTIONS). DON'T INCLUDE INTEREST, WHETHER STATED OR UNSTATED - NONE24 - INSTALLMENT SALE INCOME. MULTIPLY LINE 22 BY LINE 19 - 1,427,91325 - ENTER THE PART OF LINE 24 THAT IS ORDINARY INCOME UNDER THE RECAPTURE RULES - NONE 26 - SUBTRACT LINE 25 FROM LINE 24. ENTER HERE AND ON SCHEDULE D OR FORM 4797 - 1,427,913 | MediumExplanationTxt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (53 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| 65000 SHS ISHARES GOLD TRUST ISHARES IAU | $2,262,650 | $2,262,650 |
| 65000 SHS ISHARES GOLD TRUST ISHARES IAU | $3,568,025 | $3,568,025 |
| 56425 SHS PACER FDS TR BENCHMARK | $2,442,074 | $2,442,074 |
| 210190.00003 SHS VANGUARD FTSE DEVMARKET | $10,732,301 | $10,732,301 |
| 242286.454 SHS AKRE FOCUS FUND INSTL | $16,036,940 | $16,036,940 |
| 284539.936 SHS BARON EMERGING MARKETS | $5,002,212 | $5,002,212 |
| 346666.295 SHS DFA GLOBAL REAL ESTATE | $4,662,662 | $4,662,662 |
| 518638.88 SHS DOUBLELINE TOTAL RETURN BOND FD | $5,393,844 | $5,393,844 |
| 389697.902 SHS DOUBLELINE TOTAL RETURN BOND FD | $4,052,858 | $4,052,858 |
| 885523.934 SHS LOOMIS SAYLES CORE PLUS BOND FUND | $12,007,705 | $12,007,705 |
| 214751.766 SHS MATTHEWS PACIF TIGER FUND | $5,905,674 | $5,905,674 |
| 123427.302 SHS TROWE PRICE INTL DISC | $10,399,984 | $10,399,984 |
| 91206.196 SHS VANGUARD INSTL INDEX | $37,010,561 | $37,010,561 |
| 1012140.752 SHS VANGUARD S/T INV.GRADE | $10,900,756 | $10,900,756 |
| 78391.13 SHS VANGUARD COMMODITY STRAT ADMIR | $2,151,053 | $2,151,053 |
| 65468.947 SHS VANGUARD SMALL CAP ADMIR | $7,094,870 | $7,094,870 |
| 743516.848 SHS WCM FOCUSED INTL GROWTH | $20,580,546 | $20,580,546 |
| 2364 SHS ADVANCED DRAINAGE | $321,811 | $321,811 |
| 14087 SHS AMERICAN EAGLE OUTFITTERS | $356,683 | $356,683 |
| 4822 SHS AMPHENOL CORP. | $421,732 | $421,732 |
| 1279 SHS AVERY DENNISON | $276,993 | $276,993 |
| 11207 SHS BROWN & BROWN INC. | $787,628 | $787,628 |
| 3722.00006 SHS CDW CORP. | $762,191 | $762,191 |
| 6746 SHS CERIDIAN HCM HLDG | $704,687 | $704,687 |
| 2253 SHS CINCINNATI FINL | $256,684 | $256,684 |
| 9199 SHS CLARIVATE ANALYTICS | $216,360 | $216,360 |
| 4866 SHS CORE & MAIN INC. | $147,634 | $147,634 |
| 997 SHS COUPA SOFTWARE COUP | $157,576 | $157,576 |
| 3129 SHS DUCKHORN PORTFOLIO INC. | $73,031 | $73,031 |
| 3976 SHS ENTEGRIS INC. | $550,994 | $550,994 |
| 2846 SHS EVERBRIDGE INC. | $191,621 | $191,621 |
| 1865 SHS FIRST REPUBLIC BANK | $385,141 | $385,141 |
| 4140 SHS GODADDY, INC. | $351,320 | $351,320 |
| 2845 SHS JACOBS ENGR GROUP | $396,109 | $396,109 |
| 3120.00001 SHS LIVE NATION ENTERTAINMENT | $373,433 | $373,433 |
| 11688 SHS MARAVAI LIFESCIENCES HLDGS | $489,727 | $489,727 |
| 1894 SHS MARTIN MARIETTA MAT | $834,346 | $834,346 |
| 2826 SHS MORNINGSTAR INC. | $966,465 | $966,465 |
| 2451 SHS PAYCHEX INC. | $334,562 | $334,562 |
| 2075 SHS PERKIINELMER INC. | $417,200 | $417,200 |
| 512 SHS POOL CORP. | $289,792 | $289,792 |
| 6204 SHS POWERSCHOOL HOLDINGS | $102,180 | $102,180 |
| 602 SHS REPLIGEN CORP. | $159,434 | $159,434 |
| 661 SHS SAIA, INC. | $222,777 | $222,777 |
| 2185 SHS SERVICE CORP. | $155,113 | $155,113 |
| 9572 SHS SS&C TECHNOLOGIES HLDG | $784,713 | $784,713 |
| 1557 SHS STERIS PLC ORD | $378,989 | $378,989 |
| 1215.00002 SHS TELEDYNE TECHNOLOGIES | $530,821 | $530,821 |
| 2790 SHS TORO CO. | $278,749 | $278,749 |
| 1349 SHS TRACTOR SUPPLY CO. | $321,871 | $321,871 |
| 3723 SHS TRANSUNION COM | $441,473 | $441,473 |
| 174 SHS ULTA BEAUTY INC. | $71,747 | $71,747 |
| 1702 SHS WILLIAMS SONOMA INC. | $287,859 | $287,859 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $10,997,800 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $10,997,800 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp (6 entries)
| Category Or ItemCategoryOrItemTxt | Listed At Cost Or FMVListedAtCostOrFMVCd | Book ValueBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|---|
| INVESTMENT IN BLACK DIAMOND ARBITRAGE, LTD. | FMV | $3,300,905 | $3,300,905 |
| INVESTMENT IN FARALLON CAPITAL INVESTORS LP | FMV | $3,187,114 | $3,187,114 |
| INVESTMENT IN PINEHURST INSTITUTIONAL LTD. | FMV | $30,853,181 | $30,853,181 |
| INV IN PSHIP-WELLINGTON TRUST CTF DIVERSIFIED INFLATION HEDGES PORT | FMV | $5,234,025 | $5,234,025 |
| INVESTMENT IN SQN INVESTORS OFFSHORE LTD | FMV | $6,154,191 | $6,154,191 |
| INVESTMENT IN WISE ORIGIN BITCOIN INDEX FUND I, LP | FMV | $1,665,653 | $1,665,653 |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES IN CONNECTION WITH VARIOUS FOUNDATION MATTERS | CategoryTxt |
| Legal Fees | $39,138 | LegalFeesAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $39,138 | DisbursementsCharitablePrpsAmt |
Other Assets Schedule OtherAssetsSchedule
Other Assets Schedule OtherAssetsScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER ASSETS | Desc |
| BOY Book Value | $105 | BOYBookValueAmt |
| EOY Book Value | $105 | EOYBookValueAmt |
| EOYFMV | $105 | EOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (7 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FILING FEES | $1,500 | $0 | $1,500 |
| MISCELLANEOUS PARTNERSHIP EXPENSES THRU WISE ORIGIN | $11,283 | $11,283 | $0 |
| MISCELLANEOUS EXPENSES | $1,282 | $0 | $1,282 |
| MISCELLANEOUS PARTNERSHIP EXPENSES THRU WELLINGTON TRUST | $2,036 | $2,036 | $0 |
| OFFICE EXPENSES | $15,993 | $7,997 | $7,996 |
| MISCELLANEOUS PARTNERSHIP EXPENSES THRU FARALLON | $277 | $277 | $0 |
| OTHER INVESTMENT EXPENSES | $9,005 | $9,005 | $0 |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail (3 entries)
| DescDesc | Net Investment IncomeNetInvestmentIncomeAmt | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Adjusted Net IncomeAdjustedNetIncomeAmt |
|---|---|---|---|
| ORDINARY INCOME THROUGH LOOMIS | $29,044 | ||
| PARTNERSHIP INCOME THROUGH WELLINGTON TRUST | $16,473 | $16,473 | $16,473 |
| RECOVERY OF PRIOR YEAR'S GRANTS | $201,425 | $201,425 |
Other Increases Schedule OtherIncreasesSchedule
Other Increases Detail OtherIncreasesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | UNREALIZED APPRECIATION OF INVESTMENTS CARRIED AT MARKET VALUE | Desc |
| Amt | $10,664,443 | Amt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail (4 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| INVESTMENT CUSTODY FEES | $20,092 | $20,092 | $0 |
| INVESTMENT MANAGEMENT FEES | $800,505 | $800,505 | $0 |
| INVESTMENT MANAGEMENT FEES THROUGH WELLINGTON TRUST | $31,510 | $31,510 | $0 |
| CONSULTING FEES IN CONNECTION WITH THE GRANT TO JBS | $50,000 | $0 | $50,000 |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail (3 entries)
| CategoryCategoryTxt | AmtAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| FEDERAL EXCISE TAX ON NET INVESTMENT INCOME | $85,000 | $0 | $0 |
| FOREIGN INCOME TAXES WITHHELD THROUGH WELLINGTON TRUST | $13,514 | $13,514 | $0 |
| FOREIGN INCOME TAXES WITHHELD FROM DIVIDENDS | $52,023 | $52,023 | $0 |