2025-11-12T13:56:57-06:00 2024-12-31 112945419 BURTON GOLDSTEIN & COMPANY LLC 420 LEXINGTON AVENUE - SUITE 2520 NEW YORK NY 10170 990PF 2024-01-01 133948773 THE WATERWHEEL FOUNDATION WATE 2125829700 CO BGCO 420 LEXINGTON AVE 2520 NEW YORK NY 10170 ERNEST ANASTASIO OFFICER 2125829700 2025-11-11 1 0 BURTON GOLDSTEIN P01599043 2125829700 2024 2025-03-06 01:10:19Z X 16253450 X 2443258 34937 34937 435713 435713 374067 3318172 374067 1711 1711 3289686 846428 0 0 0 63083 32499 0 5500 0 0 68583 32499 0 4024071 4024071 4092654 32499 4024071 -802968 813929 232923 123492 123492 1190568 2103601 2103601 192770 146175 192770 192770 686154 3979353 686154 686154 10853332 12503666 13141833 1155 1155 5600 5600 5600 16407951 15615283 16253450 27032 38961 13291 11662 40323 50623 X 16367628 15564660 16367628 15564660 16407951 15615283 16367628 -802968 0 15564660 0 15564660 PUBLICLY TRADED SECURITIES BERNSTEIN P 22303 19572 2731 2731 PUBLICLY TRADED SECURITIES BERNSTEIN P 2511868 2322062 189806 189806 PUBLICLY TRADED SECURITIES BERNSTEIN P 131776 134288 -2512 -2512 PUBLICLY TRADED SECURITIES BERNSTEIN P 652225 468183 184042 184042 374067 11314 0 11314 0 11314 4971 0 8000 0 12971 29 1628 1628 0 0 0 0 0 0 0 0 0 0 0 1 1 VT 1 0 1 0 0 1 PHISH.COM/WATERWHEEL BURTON GOLDSTEIN CO LLC 2125829700 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ERNEST ANASTASIO III C/O BGCO 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 PRESIDENT 1.00 0 0 0 MICHAEL GORDON C/O BGCO 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 VP 1.00 0 0 0 PAGE MCCONNELL C/O BGCO 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 VP 1.00 0 0 0 JONATHAN FISHMAN C/O BGCO 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 VP 1.00 0 0 0 BETH MONTUORI ROWLES C/O BGCO 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 SECRETARY 6.00 0 0 0 BURTON GOLDSTEIN C/O BGCO 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 TREASURER 2.00 0 0 0 NONE 0 NONE 0 0 12102087 1825293 2296253 16223633 0 0 16223633 243354 15980279 799014 799014 11314 11314 787700 0 787700 0 787700 4024071 0 4024071 787700 0 0 496015 2139254 471301 826415 1411807 5344792 4024071 0 0 0 787700 3236371 0 0 8581163 0 0 0 0 0 0 496015 8085148 2139254 471301 826415 1411807 3236371 X ONE PERCENT FOR THE PLANET 50 LAKESIDE AVE 341 BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL 1736 AFRAS DONATIONS PO BOX 565 FISH CREEK WI 54212 NONE PUBLIC CHARITY GENERAL 4750 AGE WELL 875 ROOSWVELT HWY STE 210 COLCHESTER VT 05446 NONE PUBLIC CHARITY GENERAL 15000 AMERICAN RED CROSS 32 N PROSPECT STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL 25000 AUNT DOT'S PLACE 51 CENTER ROAD ESSEX JUNCTION VT 05452 NONE PUBLIC CHARITY GENERAL 10000 BURLINGTON CITY ARTS 135 CHURCH STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL 50000 BREWSTER PIERCE MEMORIAL SCHOOL 120 SCHOOL STREET HUNGTINTON VT 05462 NONE PUBLIC CHARITY GENERAL 2100 CAMDEN INTERNATIONAL FILM FESTIVAL PO BOX 836 CAMDEN ME 04843 NONE PUBLIC CHARITY GENERAL 10000 CATSKILL MOUNTAIN KEEPER 220 MAIN STREET HURLEYVILLE NY 12747 NONE PUBLIC CHARITY GENERAL 8972 CHAMPLAIN VALLEY OFFICE PO BOX 1603 BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL 40000 CHAMPLAIN VALLEY EXPOSITION PO BOX 209 ESSEX JUNCTION VT 05452 NONE PUBLIC CHARITY GENERAL 2000 CHAMPLAIN VALLEY TROUT UNLIMITED 7 HELEN STREET PLATTSBURGH NY 12901 NONE PUBLIC CHARITY GENERAL 1700 COMMON ROOTS PO BOX 9335 SO BURLINGTON VT 05407 NONE PUBLIC CHARITY GENERAL 20000 CONSERVATION LAW FOUNDATION 2 62 SUMMER STREET BOSTON MA 02110 NONE PUBLIC CHARITY GENERAL 8972 DIVIDED SKY FOUNDATION 262 FOX LANE LUDLOW VT 05149 NONE PUBLIC CHARITY GENERAL 37739 EDMUNDS MIDDLE SCHOOL MUSIC 275 MAIN STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL 15000 DRUMSTRONG 1510 TWIFORD PL CHARLOTTE NC 28207 NONE PUBLIC CHARITY GENERAL 20000 EDUCATION THROUGH MUSIC COLORADO 618 S PONTIAC WAY DENVER CO 80224 NONE PUBLIC CHARITY GENERAL 8972 FRIENDS OF THE WINOOSKI RIVER 46 BARRE ST MONTPELIER VT 05602 NONE PUBLIC CHARITY GENERAL 35000 GREATER BURLINGTON MULTCULTURAL RESOURCE 63 PEARL STREET STE 140 BURLINGTON VT 05408 NONE PUBLIC CHARITY GENERAL 5000 FORGOTTEN HARVEST 15000 W EIGHT MILE ROAD OAK PARK MI 48237 NONE PUBLIC CHARITY GENERALGENERAL 20000 HOPE FOR THE CITY 241 N STEPHANIE ST HENDERSON NV 89074 NONE PUBLIC CHARITY GENERAL 47765 FULL PLATES FULL POTENTIAL 14 MAIN STREET PO BOX 3 BRUNSWICK ME 04011 NONE PUBLIC CHARITY GENERALGENERAL 24091 INDY BOOK PROJECT 1537 W OAK ST ZIONSVILLE IN 46077 NONE PUBLIC CHARITY GENERAL 8972 GREEN MOUNTAIN CLUB 4711 WATERBURY-STOWE RD WATERBURY CENTER VT 05677 NONE PUBLIC CHARITY GENERAL 25000 JOURNALISM FUNDING PARTNERS 1731 HOWE AVE STE 242 SACRAMENTO CA 95825 NONE PUBLIC CHARITY GENERAL 35000 LAKE CHAMPLAIN MARITIME MUSEUM 4472 BASIN HARBOR ROAD VERGENNES VT 05491 NONE PUBLIC CHARITY GENERALGENERAL 5000 LIVING LANDS AND WATERS 17624 RTE 84N EAST MOLINE IL 61244 NONE PUBLIC CHARITY GENERALGENERALGENERAL 8972 MID-COAST HEALTH NET INC 22 WHITE STREET ROCKLAND ME 04841 NONE PUBLIC CHARITY GENERAL 2500 ONE ARTS 294 N WINOOSKI AVE BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL 10000 HUNGER FREE AMERICA 50 BROAD STREET 1103 NEW YORK NY 10004 NONE PUBLIC CHARITY GENERAL GENERAL 17879 IN TANDEM ARTS 17 WARD STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL 2000 PAWS 4 LIFE ANIMAL RESCUE 3648 N PERRY ROAD SEDALIA CO 80135 NONE PUBLIC CHARITY GENERAL 8972 PROJECT ACCESS 451 CLARKSON AVE BROOKLYN NY 11203 NONE PUBLIC CHARITY GENERAL 8972 ROZALIA PROJECT PO BOX 75 KITTERY ME 03905 NONE PUBLIC CHARITY GENERAL 30000 KIDS ON THE BALL INC 19 LINDENWOOD DRIVE SO BURLINGTON VT 05403 NONE PUBLIC CHARITY GENERAL 20000 KIN BEH EDUCATION CENTER FOUNDATION 1230 MAGDALENA CT LOS ALTOS CA 94024 NONE PUBLIC CHARITY GENERAL 75000 KING STREET CENTER INC PO BOX 1615 BURLINGTON VT 05402 NONE PUBLIC CHARITY GENERAL 30000 LAKE CHAMPLAIN COMMUNITY SAILING CENTER PO BOX 64818 BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL 37535 LAMOILLE HOUSING PARTNERSHIP PO BOX 637 MORRISVILLE VT 05661 NONE PUBLIC CHARITY GENERAL 5000 SEVEN STARTS ART CENTER 5126 VT-14 SHARON VT 05065 NONE PUBLIC CHARITY GENERAL 800 SLEEP IN HEAVENLY PEACE PO BOX 2905 PHOENIX AZ 85062 NONE PUBLIC CHARITY GENERAL 3500 LOOM ENSEMBLE 92 NORTH AVE 7 BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL 1000 SPEEDWAY CHILDRENS CHARITIES 5555 CONCORD PWKY STE 336 CONCORD NC 28027 NONE PUBLIC CHARITY GENERAL 25000 STOWE JAZZ FESTIVAL 100 COTTAGE CLUB ROAD STOWE VT 05672 NONE PUBLIC CHARITY GENERAL 2000 STREET MEDICINE INSTITUTE PO BOX 431 INGOMAR PA 15127 NONE PUBLIC CHARITY GENERAL 17412 SWEET RELIEF 2650 E IMOERIAL HWY STE 208 BREA CA 92821 NONE PUBLIC CHARITY GENERAL 20000 NEIGHBORS IN ACTION PO BOX 157 CABOT VT 05647 NONE PUBLIC CHARITY GENERAL 5000 NEW COMMUNITY PROJECT 575 RUBY BRACE RD STARKSBORO VT 05487 STARKSBORO VT 05487 NONE PUBLIC CHARITY GENERAL 3000 NOFA-VT PO BOX 697 14 PLEASANT ST RICHMOND VT 05477 NONE PUBLIC CHARITY GENERAL 30000 TEAM RUBICON 5230 PACIFIC CONCOURSE DRIVE STE 200 LOS ANGELES CA 90045 NONE PUBLIC CHARITY GENERAL 25000 THE AGRIHOOD COLLECTIVE PO BOX 927 SHELBURNE VT 05482 NONE PUBLIC CHARITY GENERAL 25000 THE CONSCIOUS ALLIANCE 3801 INDUSTRIAL LANE BROOMFIELD CO 80020 NONE PUBLIC CHARITY GENERAL 8972 THE ENDANDERED ALPHABETS PROJECT 7 RICHMOND STREET MORRISTOWN VT 05661 NONE PUBLIC CHARITY GENERAL 12150 THE FOOD PROJECT 10 LEWIS STREET LINCOLN MA 01773 NONE PUBLIC CHARITY GENERAL 8972 THE HUMANE SOCIETY OF THE UNITED STATES 1255 23RD STREET NW STE 450 WASHINGTON DC 20037 NONE PUBLIC CHARITY GENERAL 25000 THE RESEARCH FOUNDATION FOR THE SUNY PO BOX 9 ALBANY NY 12201 NONE PUBLIC CHARITY GENERAL 97750 RICHMOND ELEMENTARY SCHOOL 125 SCHOOL STREET RICHMOND VT 05477 NONE PUBLIC CHARITY GENERAL 3000 THE RETREAT 13 GOODFRIEND DRIVE EAST HAMPTON NY 11937 NONE PUBLIC CHARITY GENERAL 25000 TITLE TRACK 194 MERCER STREET 4TH FLOOR NEW YORK NY 10012 NONE PUBLIC CHARITY GENERALGENERAL 8972 STEPS TO END DOMESTIC VIOLENCE PO BOX 1535 BURLINGTON VT 05402 NONE PUBLIC CHARITY GENERAL 70000 UPPER VALLEY HAVEN 713 HARTFORD AVE WHITE RIVER JUNCTION VT 05001 NONE PUBLIC CHARITY GENERAL 5000 VERMONT RURAL EDUCATION COLLABORATIVE 825 MEAD HILL ROAD HOLLAND VT 05830 NONE PUBLIC CHARITY GENERAL 2000 WOLCOTT ELEMENTARY SCHOOL 71 WOLCOTT ROAD WEST HARTFORD CT 06110 NONE PUBLIC CHARITY GENERAL 10000 WORLD CENTER KITCHEN 200 MASSACHUSETTS AVE NW 7TH FLOOR WASHINGTON DC 20001 NONE PUBLIC CHARITY GENERAL 25000 ROOTED AND RISING-WASHINGTON PARK 3940 W LISBON AVE MILWAUKEE WI 53208 NONE PUBLIC CHARITY GENERAL 8972 THE FLYNN CENTER FOR PERFORMING ARTS 153 MAIN STREET BURLINGTON VT 05401 NONE PUBLIC CHARITY GENERAL 50000 MICHAEL FIELDS AGRICULTURAL INSTITUTE N8030 TOWNLINW ROAD EAST TROY WI 53120 NONE PUBLIC CHARITY GENERAL 8972 UVM HOME HEALTH & HOSPICE 1110 PRIM ROAD COLCHESTER VT 05446 NONE PUBLIC CHARITY GENERAL 5000 VERMONT BLUES SOCIETY PO BOX 4009 HARLAN IA 51593 NONE PUBLIC CHARITY GENERAL 7500 VERMONT COMMUNITY FOUNDATION 3 COURT STREET MIDDLEBURY VT 05753 NONE PUBLIC CHARITY GENERAL 2690000 VERMONT HUMANITIES COUNCIL 11 LOOMIS ST MONTPELIER VT 05602 NONE PUBLIC CHARITY GENERAL 2500 VERMONT JOURNALISM TRUST 26 STATE ST SUITE 8 MONTPELIER VT 05602 NONE PUBLIC CHARITY GENERAL 25000 VERMONT PARKS FOREVER PO BOX 815 MONTPELIER VT 05601 NONE PUBLIC CHARITY GENERAL 20000 VERMONT STUDIO CENTER PO BOX 613 80 PEARL ST JOHNSON VT 05656 NONE PUBLIC CHARITY GENERAL 2000 4024071 0 523000 34937 523000 435713 900003 1711 523000 374067 846428 0 0 846428 0 0 0 0 0 0 0 0 0 0 X X 1 AEG LIVE 53 W 23RD ST FLOOR 5 NEW YORK NY 10010 8429 X 2 PHISH INC 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 236947 X 3 STEPHEN KOSHLAND 110 MUSIC MOUNTAIN ROAD FALLS VILLAGE CT 06031 6000 X 4 DELLORA AND LESTER NORRIS 3131 WINSLOW SQ FL 322 JACKSONVILLE FL 32207 38000 X 5 PHISH MAIL ORDER INC 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 599207 X 6 EZRA LANDES 7 FLEET STREET MARINA DEL RAY CA 90292 14200 X 7 AMDUR FAMILY FOUNDATION 300 71ST STREET 620 MIAMI BEACH FL 33141 5000 X 8 BETTERWORLD 100 CONGRESS AVE AUSTIN TX 78701 17809 X 9 VAN DYKE FAMILY FOUNDATION 23436 LAND END ROAD CHESTERTOWN MD 21620 10000 X 10 HEAD COUNTGF 104 WEST 29TH ST 11TH FLOOR NEW YORK NY 10010 32750 X 11 JEFFREY ASHER 1203 CHRISTINA COURT SKIPPACK PA 19474 10000 X 12 LEO W SEAL FAMILY FOUNDATION PO BOX 3720 BAY SAINT LOUIS MS 39521 6000 X 13 MP CONCERTS LLC 888 WESTHEIMER ROAD HOUSTON TX 77006 8739 X 14 PLEDGING FOUNDATION 2261 MARKET ST UNIT 5055 SAN FRANCISCO CA 94114 22759 X 15 POLLOK PRINTS 928 6TH AVE S NASHVILLE TN 37203 50000 X 16 REYNOLDS & REYNOLDS 1 REYNOLDS WAY KETTERING OH 45430 5000 X 17 THE PENNYWISE FOUNDATION PO BOX 1112 RICHMOND VT 05477 10000 X 18 THE WRIGHT-HAGER FOUNDATION 501 TRENTON AVE PT PLEASEANT NJ 08742 5000 X 19 BOTTLENECK GALLERY - BRENDA LYDIC 60 BROADWAY BROOKLYN NY 11249 39100 X CORPORATE STOCK 12503666 13141833 PREPAID TAXES 5600 5600 5600 MISCELLANEOUS 1711 1711 1711 DIVIDED SKY FOUNDATION 13065 11662 PHISH MAIL ORDER INC 226 0 INVESTMENT ADVISORY FEES 32499 32499 0 OTHER PROFESSIONAL 210 0 0 MISCELLANEOUS 4969 0 0 BANK CHARGES 40 0 0 TICKET EXPENSE 25365 0 0 BOTTLENECK GALLERY 60 BROADWAY S BURLINGTON VT 05403 BEN & JERRY'S 30 COMMUNITY DRIVE S BURLINGTON VT 05403 THE WRIGHT-HAGER FOUNDATION 501 TRENTON AVE PT PLEASANT NJ 08742 AMDUR FAMILY FOUNDATION 300 71ST STREET 620 MIAMI BEACH FL 33141 ASHERS CHOCOLATE CO 80 RAMBOLD ROAD SOUDERTON PA 18964 PHISH MAIL ORDER 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 CHRISTOPHER MAS 88 FOREST LANE APEX NC 27539 DELLORA & LESTER NORRIS FOUNDATION 3131 WINSLOW SQUARE JACKSON FL 32207 PHISH INC 420 LEXINGTON AVE STE 2520 NEW YORK NY 10170 STEPHEN KOSKLAND 110 MUSIC MOUNTAIN ROAD FALLS VILLAGE CT 06031 THE GIVING FUND 5101 SANTA MONICA BLVD LOS ANGELES CA 90029 EXCISE TAX 5500 0 0