2022-11-03T10:33:27-05:00 2021-12-31 130436940 ANCHIN BLOCK & ANCHIN LLP 1375 BROADWAY NEW YORK NY 100187001 990PF 2021-01-01 516536168 THE ROBERT W WILSON CHARITABLE TRUST ROBE 2128403456 R SCHNEIDMAN TTE ANCHIN 1375 BWY NEW YORK NY 10018 RICHARD SCHNEIDMAN TRUSTEE 2128403456 2022-11-02 1 RICHARD SCHNEIDMAN BARRY LIEBERMAN P01264445 2128403456 2022-11-02 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X 246803641 X X 141 141 3534499 3534499 11496030 103205257 11465088 217898 45517 15248568 15045245 946854 272556 674298 153298 76649 76649 49837 24919 24918 39138 0 39138 132560 39768 92792 902107 852107 50000 150537 65537 0 22022 0 22022 41376 30598 10778 2437729 1362134 990595 17020567 17020567 19458296 1362134 18011162 -4209728 13683111 7015564 11406506 11406506 24164405 10997800 10997800 140831783 174004161 174004161 18719181 0 0 49617888 50395069 50395069 105 105 105 240348926 246803641 246803641 0 0 X 240348926 246803641 240348926 246803641 240348926 246803641 240348926 -4209728 10664443 246803641 0 246803641 2,284 SHS PINEHURST INSTITUTIONAL LTD - SEE STMT 13 P 2015-01-01 2021-12-31 5000000 3572087 1427913 1427913 GAIN ON SALE OF CCH LP LIQUIDATING TRUST D 2013-12-23 2021-12-31 19633 19633 19633 PUBLICLY TRADED SECURITIES-LOOMIS P 2020-01-01 2021-12-31 80613665 80020901 592764 592764 CLASS ACTIONS P 2020-01-01 2021-12-31 554 554 554 PUBLICLY TRADED SECURITIES-FIDELITY P 2020-01-01 2021-12-31 11508459 8147181 3361278 3361278 CAPITAL GAIN DIVIDENDS P 2020-01-01 2021-12-31 5237905 5237905 5237905 STCG FROM WELLINGTON TRUST P 2021-01-01 2021-12-31 406596 406596 406596 LTCG FROM WELLINGTON TRUST P 2020-01-01 2021-12-31 177625 177625 177625 SECTION 1256 GAIN FROM WELLINGTON TRUST P 2020-01-01 2021-12-31 237731 237731 237731 LTCG FROM FARALLON P 2020-01-01 2021-12-31 3089 3089 3089 11465088 190195 0 190195 0 190195 82506 0 140000 0 222506 X 0 32311 32311 0 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A RICHARD SCHNEIDMAN TRUSTEE 2128403456 C/O ANCHIN 1375 BROADWAY NEW YORK NY 10018 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 0 RICHARD SCHNEIDMAN C/O ANCHIN - 1375 BROADWAY NEW YORK NY 10018 TRUSTEE 36.00 908521 0 0 ROBERT FEIDELSON C/O R SCHNEIDMAN-ANCHIN-1375 BROADWAY NEW YORK NY 10018 TRUSTEE 1.50 20000 0 0 ERIC WEITZ C/O R SCHNEIDMAN-ANCHIN-1375 BROADWAY NEW YORK NY 10018 TRUSTEE 1.50 18333 0 0 ANGELA RICCARDI CO ANCHIN 1375 BROADWAY NEW YORK NY 10018 CONTROLLER 36.00 153298 38324 0 0 FIDUCIARY TRUST INTERNATIONAL 55 OLD BEDFORD ROAD LINCOLN MA 01773 INVESTMENT ADVISOR 520789 SELECT EQUITY GROUP LP 380 LAFAYETTE ST SUITE 302 NEW YORK NY 100036933 INVESTMENT ADVISOR 154744 ANCHIN BLOCK & ANCHIN LLP 1375 BROADWAY NEW YORK NY 10018 ACCTG, TAX, CONSULTG 132560 LOOMIS SAYLES & COMPANY LP ONE FINANCIAL CENTER BOSTON MA 02111 INVESTMENT ADVISOR 124972 0 N/A 0 0 185904528 6915484 49404712 242224724 0 0 242224724 3633371 238591353 11929568 11929568 190195 190195 11739373 201425 11940798 0 11940798 18011162 0 18011162 11940798 0 0 22980063 15614397 7861413 8997237 9164869 64617979 18011162 0 0 0 11940798 6070364 0 0 70688343 0 0 0 0 0 0 22980063 47708280 15614397 7861413 8997237 9164869 6070364 X AMERICAN CIVIL LIBERTIES UNION FOUNDATION 125 BROAD STREET 18TH FLOOR NEW YORK NY 10004 PC GENERAL SUPPORT 25000 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 10000 AMERICAN RED CROSS 520 WEST 49TH STREET NEW YORK NY 10019 PC GENERAL SUPPORT 50000 AMERICAN BIRD CONSERVANCY 4249 LOUDOUN AVENUE PO BOX 249 THE PLAINS VA 20198 PC GENERAL SUPPORT 165000 BROOKLYN BOTANIC GARDEN 1000 WASHINGTON AVENUE BROOKLYN NY 11225 PC GENERAL SUPPORT 2000000 BRIDGE FUND OF NY 271 MADISON AVENUE SUITE 907 NEW YORK NY 10016 PC GENERAL SUPPORT 2500 BYRD HOFFMAN WATERMILL FOUNDATION 39 WATERMILL TOWD ROAD WATER MILL NY 11976 PC GENERAL SUPPORT 5000 CENTRAL PARK CONSERVANCY 14 EAST 60TH STREET NEW YORK NY 10022 PC GENERAL SUPPORT 751843 CHRISTOPHER REEVE 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SOCIETY 1615 M STREET NW WASHINGTON DC 20036 PC GENERAL SUPPORT 175000 WORLD MONUMENTS FUND 350 FIFTH AVENUE SUITE 2412 NEW YORK NY 10118 PC GENERAL SUPPORT 1875000 BOTTOMLESS CLOSET 16 EAST 52ND STREET 15TH FLOOR NEW YORK NY 10022 PC GENERAL SUPPORT 25000 CHILDREN'S AID SOCIETY 117 WEST 124TH ST 5TH FLOOR NEW YORK NY 10027 PC GENERAL SUPPORT 15000 SCENIC HUDSON ONE CIVIC CENTER PLAZA SUITE 200 POUGHKEEPSIE NY 126013157 PC GENERAL SUPPORT 10000 WESTCHESTER LAND TRUST 403 HARRIS ROAD BEDFORD HILLS NY 10507 PC GENERAL SUPPORT 5000 AMERICAN FRIENDS OF HEBREW UNIVERSITY 199 WATER STREET 11TH FLOOR NEW YORK NY 10038 PC GENERAL SUPPORT 25000 COMMUNITY CAPITAL NEW YORK 44 EXECUTIVE BLVD SUITE 203 ELMSFORD NY 10523 PC GENERAL SUPPORT 5000 DUKE LEMUR CENTER PO BOX 90581 DURHAM NC 277080581 PC GENERAL SUPPORT 5000 HASTINGS CENTER 21 MALCOLM GORDON ROAD GARRISON NY 10524 PC GENERAL SUPPORT 200000 HEART P O BOX 738 MAMARONECK NY 10543 PC GENERAL SUPPORT 2500 HOUR CHILDREN LIC 36-11 12TH STREET 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SUITE A-1 ARCATA CA 95521 PC GENERAL SUPPORT 2500 FSHD SOCIETY 450 BEDFORD STREET LEXINGTON MA 02420 PC GENERAL SUPPORT 2500 JEWISH INTERACTIVE INC 57 WEST 57TH STREET NEW YORK NY 10019 PC GENERAL SUPPORT 10000 MUSICIANS ON CALL 1300 DIVISION STREET SUITE 301 NASHVILLE TN 37203 PC GENERAL SUPPORT 10000 PARKS & TRAILS NY 33 ELK STREET ALBANY NY 12207 PC GENERAL SUPPORT 5000 MUSEUM OF JEWISH HERITAGE 36 BATTERY PLACE NEW YORK NY 10280 PC GENERAL SUPPORT 10000 JAY FUND FOUNDATION PO BOX 50798 JACKSONVILLE BEACH FL 32240 PC GENERAL SUPPORT 10000 NEW YORK CITY AUDUBON SOCIETY INC 71 WEST 23RD STREET STE 1523 NEW YORK NY 10010 PC GENERAL SUPPORT 7500 NY PHILHARMONIC 10 LINCOLN CENTER PLAZA NEW YORK NY 10023 PC GENERAL SUPPORT 25000 TENEMENT MUSEUM 103 ORCHARD STREET NEW YORK NY 10002 PC GENERAL SUPPORT 10000 JBS EXECUTIVE EDUCATION LIMITED C/O UNIVERSITY OF CAMBRIDGE TRUMPINGTON STREET CAMBRIDGE UK CB21AG 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. 383884 FRIENDS OF LACHAT 31 FANTON HILL ROAD WESTON CT 06883 PC GENERAL SUPPORT 17500 FRIENDS OF WESTPORT PARKS & RECREATION INC 260 COMPO ROAD SOUTH WESTPORT CT 06880 PC GENERAL SUPPORT 5000 JUILLARD SCHOOL 60 LINCOLN CENTER PLAZA NEW YORK NY 10023 PC GENERAL SUPPORT 25000 KRAVIS CENTER FOR THE PERFORMING ARTS 701 OKEECHOBEE BOULEVARD WEST PALM BEACH FL 33401 PC GENERAL SUPPORT 5000 MORGAN PRESSEL FOUNDATION PO BOX 480157 DELRAY BEACH FL 33448 PC GENERAL SUPPORT 2500 FRIENDS OF THE NORWALK RIVER VALLEY TRAIL INC PO BOX 174 GEORGETOWN CT 06829 PC GENERAL SUPPORT 12500 NYU STERN CENTER FOR SUSTAINABLE BUSINESS 44 WEST 4TH STREET NEW YORK NY 10012 PC GENERAL SUPPORT 25000 PUBLIC SCHOOL 91 2200 AQUEDUCT AVENUE BRONX NY 10453 PC GENERAL SUPPORT 7500 PALISADES PARKS CONSERVANCY PO BOX 513 NEW YORK NY 10018 PC GENERAL SUPPORT 5000 SKYLINE CHARITABLE FOUNDATION INC C/O DANIEL ZAUDERER 185 EAST 85TH STREET NEW YORK NY 10028 PC GENERAL SUPPORT 5000 SUNRISE DAY CAMPS ASSOCIATION INC 11 NEIL COURT OCEANSIDE NY 11572 PC GENERAL SUPPORT 5000 STEM TEACHERS NYC 245 WEST 107TH STREET STE 108 NEW YORK NY 10025 PC GENERAL SUPPORT 10000 UJA FEDERATION OF NEW YORK 130 EAST 59TH STREET NEW YORK NY 10022 PC GENERAL SUPPORT 5000 17020567 0 14 141 14 3534499 18 11496030 PARTNERSHIP INCOME THROUGH WELLINGTON TRUST 18 16473 0 RECOVERY OF PRIOR YEAR'S GRANTS 01 201425 0 15248568 0 15248568 0 0 0 0 0 0 0 0 0 0 ACCOUNTING, TAX RETURN PREP, GRANT STRUCTURING/COMPLIANCE & CONSULTING 132560 39768 92792 JBS EXECUTIVE EDUCATION LIMITED C/O UNIVERSITY OF CAMBRIDGE TRUMPINGTON STREET CAMBRIDGE UK CB2 1AG 2021-06-24 383884 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. 383884 NO KNOWLEDGE OF ANY DIVERSIONS OF THE FUNDS FROM THE CHARITABLE PURPOSE. 7/1/21 - 8/9/22 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. SUBSTITUTE FORM 6252 - INSTALLMENT SALE INCOME FORM 990-PF, PART IV 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 65000 SHS ISHARES GOLD TRUST ISHARES IAU 2262650 2262650 65000 SHS ISHARES GOLD TRUST ISHARES IAU 3568025 3568025 56425 SHS PACER FDS TR BENCHMARK 2442074 2442074 210190.00003 SHS VANGUARD FTSE DEVMARKET 10732301 10732301 242286.454 SHS AKRE FOCUS FUND INSTL 16036940 16036940 284539.936 SHS BARON EMERGING MARKETS 5002212 5002212 346666.295 SHS DFA GLOBAL REAL ESTATE 4662662 4662662 518638.88 SHS DOUBLELINE TOTAL RETURN BOND FD 5393844 5393844 389697.902 SHS DOUBLELINE TOTAL RETURN BOND FD 4052858 4052858 885523.934 SHS LOOMIS SAYLES CORE PLUS BOND FUND 12007705 12007705 214751.766 SHS MATTHEWS PACIF TIGER FUND 5905674 5905674 123427.302 SHS TROWE PRICE INTL DISC 10399984 10399984 91206.196 SHS VANGUARD INSTL INDEX 37010561 37010561 1012140.752 SHS VANGUARD S/T INV.GRADE 10900756 10900756 78391.13 SHS VANGUARD COMMODITY STRAT ADMIR 2151053 2151053 65468.947 SHS VANGUARD SMALL CAP ADMIR 7094870 7094870 743516.848 SHS WCM FOCUSED INTL GROWTH 20580546 20580546 2364 SHS ADVANCED DRAINAGE 321811 321811 14087 SHS AMERICAN EAGLE OUTFITTERS 356683 356683 4822 SHS AMPHENOL CORP. 421732 421732 1279 SHS AVERY DENNISON 276993 276993 11207 SHS BROWN & BROWN INC. 787628 787628 3722.00006 SHS CDW CORP. 762191 762191 6746 SHS CERIDIAN HCM HLDG 704687 704687 2253 SHS CINCINNATI FINL 256684 256684 9199 SHS CLARIVATE ANALYTICS 216360 216360 4866 SHS CORE & MAIN INC. 147634 147634 997 SHS COUPA SOFTWARE COUP 157576 157576 3129 SHS DUCKHORN PORTFOLIO INC. 73031 73031 3976 SHS ENTEGRIS INC. 550994 550994 2846 SHS EVERBRIDGE INC. 191621 191621 1865 SHS FIRST REPUBLIC BANK 385141 385141 4140 SHS GODADDY, INC. 351320 351320 2845 SHS JACOBS ENGR GROUP 396109 396109 3120.00001 SHS LIVE NATION ENTERTAINMENT 373433 373433 11688 SHS MARAVAI LIFESCIENCES HLDGS 489727 489727 1894 SHS MARTIN MARIETTA MAT 834346 834346 2826 SHS MORNINGSTAR INC. 966465 966465 2451 SHS PAYCHEX INC. 334562 334562 2075 SHS PERKIINELMER INC. 417200 417200 512 SHS POOL CORP. 289792 289792 6204 SHS POWERSCHOOL HOLDINGS 102180 102180 602 SHS REPLIGEN CORP. 159434 159434 661 SHS SAIA, INC. 222777 222777 2185 SHS SERVICE CORP. 155113 155113 9572 SHS SS&C TECHNOLOGIES HLDG 784713 784713 1557 SHS STERIS PLC ORD 378989 378989 1215.00002 SHS TELEDYNE TECHNOLOGIES 530821 530821 2790 SHS TORO CO. 278749 278749 1349 SHS TRACTOR SUPPLY CO. 321871 321871 3723 SHS TRANSUNION COM 441473 441473 174 SHS ULTA BEAUTY INC. 71747 71747 1702 SHS WILLIAMS SONOMA INC. 287859 287859 10997800 10997800 0 0 INVESTMENT IN BLACK DIAMOND ARBITRAGE, LTD. FMV 3300905 3300905 INVESTMENT IN FARALLON CAPITAL INVESTORS LP FMV 3187114 3187114 INVESTMENT IN PINEHURST INSTITUTIONAL LTD. FMV 30853181 30853181 INV IN PSHIP-WELLINGTON TRUST CTF DIVERSIFIED INFLATION HEDGES PORT FMV 5234025 5234025 INVESTMENT IN SQN INVESTORS OFFSHORE LTD FMV 6154191 6154191 INVESTMENT IN WISE ORIGIN BITCOIN INDEX FUND I, LP FMV 1665653 1665653 LEGAL FEES IN CONNECTION WITH VARIOUS FOUNDATION MATTERS 39138 0 39138 OTHER ASSETS 105 105 105 FILING FEES 1500 0 1500 MISCELLANEOUS PARTNERSHIP EXPENSES THRU WISE ORIGIN 11283 11283 0 MISCELLANEOUS EXPENSES 1282 0 1282 MISCELLANEOUS PARTNERSHIP EXPENSES THRU WELLINGTON TRUST 2036 2036 0 OFFICE EXPENSES 15993 7997 7996 MISCELLANEOUS PARTNERSHIP EXPENSES THRU FARALLON 277 277 0 OTHER INVESTMENT EXPENSES 9005 9005 0 ORDINARY INCOME THROUGH LOOMIS 29044 PARTNERSHIP INCOME THROUGH WELLINGTON TRUST 16473 16473 16473 RECOVERY OF PRIOR YEAR'S GRANTS 201425 201425 UNREALIZED APPRECIATION OF INVESTMENTS CARRIED AT MARKET VALUE 10664443 INVESTMENT CUSTODY FEES 20092 20092 0 INVESTMENT MANAGEMENT FEES 800505 800505 0 INVESTMENT MANAGEMENT FEES THROUGH WELLINGTON TRUST 31510 31510 0 CONSULTING FEES IN CONNECTION WITH THE GRANT TO JBS 50000 0 50000 FEDERAL EXCISE TAX ON NET INVESTMENT INCOME 85000 0 0 FOREIGN INCOME TAXES WITHHELD THROUGH WELLINGTON TRUST 13514 13514 0 FOREIGN INCOME TAXES WITHHELD FROM DIVIDENDS 52023 52023 0