2024-05-10T11:12:13-05:00 2023-12-31 132792165 BESSEMER TRUST COMPANY NA 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 990PF 2023-01-01 256747770 SALEM D SHUCHMAN & BARBARA L KLOCK FOUNDATION C/O BESSEMER TRUST COMPANY NA SALE 5165089623 1225 FRANKLIN AVENUE 500 GARDEN CITY NY 11530 SALEM D SHUCHMAN CO-TRUSTEE 5165089623 2024-05-10 SALEM SHUCHMAN 999009999 0 YUE SUN P01828297 5165089623 2024-05-08 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 44469 X 99174 958 958 6091 174197 76377 106223 77335 0 0 0 1898 0 1898 1505 0 0 3403 0 1898 182967 182967 186370 0 184865 -80147 77335 25000 6073 19132 19132 90374 22169 25337 121447 41301 44469 0 0 X 121447 41301 0 0 0 0 121447 41301 121447 41301 121447 -80147 1 41301 0 41301 PUBLICLY TRADED SECURITIES P 47470 43801 3669 3669 PUBLICLY TRADED SECURITIES D 98335 28889 69446 69446 PUBLICLY TRADED SECURITIES P 27852 25130 2722 2722 CAPITAL GAINS DIVIDENDS P 540 540 540 76377 1075 0 1075 0 1075 1423 0 0 0 1423 0 348 348 0 0 0 0 0 0 0 0 0 0 0 1 1 PA 1 0 0 0 0 1 N/A CO BESSEMER TRUST COMPANY NA 5165089623 1225 FRANKLIN AVENUE STE 500 GARDEN CITY NY 11530 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SALEM D SHUCHMAN C/O BESSEMER TRUST CO 1225 FRANKLIN AVE STE 500 GARDEN CITY NY 11530 CO-TRUSTEE 2.00 0 0 0 BARBARA L KLOCK C/O BESSEMER TRUST CO 1225 FRANKLIN AVE STE 500 GARDEN CITY NY 11530 CO-TRUSTEE 2.00 0 0 0 NONE 0 NONE 0 0 59593 28480 0 88073 0 0 88073 1321 86752 4338 4338 1075 1075 3263 0 3263 0 3263 184865 0 184865 3263 0 0 222196 235464 165630 36176 169300 828766 184865 0 0 0 3263 181602 0 0 1010368 0 0 0 0 0 0 222196 788172 235464 165630 36176 169300 181602 SALEM D SHUCHMAN X CCSA FOUNDATION 1500 HIGHLAND AVE CHESTER PA 19013 N/A PUBLIC CHARITY GENERAL SUPPORT 100000 CHILDREN'S HOSPITAL OF PHILADELPHIA 3401 CIVIC CENTER BLVD PHILADELPHIA PA 19104 N/A PUBLIC CHARITY GENERAL SUPPORT 2500 CITY YEAR INC 287 COLUMBUS AVENUE BOSTON MA 021165114 N/A PUBLIC CHARITY GENERAL SUPPORT 1000 FRIENDS OF RITTENHOUSE SQUARE 210 W RITTENHOUSE SQUARE BOX 1308 PHILADELPHIA PA 19103 N/A PUBLIC CHARITY GENERAL SUPPORT 2250 HOLY INNOCENTS SCHOOL 1337 E HUNTING PARK AVE PHILADELPHIA PA 19124 N/A PUBLIC CHARITY GENERAL SUPPORT 250 SMITH MEMORIAL PLAYGROUND & PLAYHOUSE 3500 RESERVOIR DRIVE EAST FAIRMOUNT PARK PA 19121 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 SWARTHMORE COLLEGE 500 COLLEGE AVENUE SWARTHMORE PA 19081 N/A PUBLIC CHARITY GENERAL SUPPORT 17500 TEMPLE BETHZION - BETH ISREAL 300 SOUTH 18TH STREET PHILADELPHIA PA 19103 N/A PUBLIC CHARITY GENERAL SUPPORT 7467 THE FRANKLIN INSTITUTE 222 N 20TH ST PHILADELPHIA PA 19103 N/A PUBLIC CHARITY GENERAL SUPPORT 500 THE HAVERFORD SCHOOL 450 LANCASTER AVENUE HAVERFORD PA 19041 N/A PUBLIC CHARITY GENERAL SUPPORT 20500 UNITED STATES NAVAL ACADEMY FOUNDATION INC 301 KING GEORGE STREET ANNAPOLIS MD 21402 N/A PUBLIC CHARITY GENERAL SUPPORT 1000 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 191046205 N/A PUBLIC CHARITY GENERAL SUPPORT 25000 182967 0 14 958 18 6091 0 7049 0 7049 0 0 0 0 0 0 0 0 0 0 X X 1 BARBARA L KLOCK C/O BESSEMER TRUST 1225 FRANKLIN AV GARDEN CITY NY 11530 13108 X 2 BARBARA L KLOCK C/O BESSEMER TRUST 1225 FRANKLIN AV GARDEN CITY NY 11530 19666 X 3 SALEM D SHUCHMAN C/O BESSEMER TRUST 1225 FRANKLIN AV GARDEN CITY NY 11530 66400 X 1 76.00 SHARES APPLE INC. AVG FMV PER/SH $172.470 13108 2023-05-16 2 85.00 SHARES VISA INC. AVG FMV PER/SH $231.365 19666 2023-05-16 3 385.00 SHARES APPLE INC. CLASS C AVG FMV PER/SH $172.470 66400 2023-05-16 FINANCIAL SERVICES FEE 1898 0 1898 277.020 SHS OW SMALL & MID CAP FUND 3855 4274 716.452 SHS OW LARGE CAP STRATEGIES FUND 10456 12437 310.046 SHS OW ALL CAP CORE FUND 6231 7149 60.622 SHS OW CREDIT INCOME FUND 548 491 96.774 SHS OW FIXED INCOME FUND 1079 986 TRUNCATION 1 EXCISE TAX 100 0 0 ESTIMATED TAX PAYMENTS 1405 0 0