2024-10-24T13:39:07-05:00 2023-12-31 132792165 BESSEMER TRUST 1225 FRANKLIN AVE SUITE 500 GARDEN CITY NY 11530 990PF 2023-01-01 273593047 KERRY & GAIL KUHN FAM FDN INC KERR 5165089623 CO BESSEMER1225 FRANKLIN AVE 500 GARDEN CITY NY 11530 DR KERRY KUHN DIRECTOR 5165089623 2024-10-24 0 GABRIELLA FASCIANA P01782862 5165089623 2023 2024-10-15 13:58:12Z X 3378364 X 300469 47420 47420 49817 115880 49817 397706 97237 0 0 0 2875 125 2750 2581 1721 860 590 190 0 20 0 0 6066 2036 3610 115075 115075 121141 2036 118685 276565 95201 218665 288041 288041 5024 2693 5024 5024 1622971 1707605 2648863 498222 476582 436436 2342551 2477252 3378364 0 0 X 2342551 2477252 0 0 0 0 2342551 2477252 2342551 2477252 2342551 276565 1 2619117 141865 2477252 PUBLICLY TRADED SECURITIES P 8025 8065 -40 -40 PUBLICLY TRADED SECURITIES P 56309 57998 -1689 -1689 CAPITAL GAINS DIVIDENDS P 51546 51546 51546 49817 1323 0 1323 0 1323 469 0 2000 0 2469 0 1146 1146 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A CO BESSEMER TRUST COMPANY 5165089623 1225 FRANKLIN AVENUE SUITE 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 KERRY KUHN C/O BESSEMER TRUST 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 DIRECTOR 1.00 0 0 0 GAIL KUHN C/O BESSEMER TRUST 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 DIRECTOR 1.00 0 0 0 LINDSAY KUHN C/O BESSEMER TRUST 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 DIRECTOR 1.00 0 0 0 DANA KUHN C/O BESSEMER TRUST 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 DIRECTOR 1.00 0 0 0 JORDAN KUHN C/O BESSEMER TRUST 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 DIRECTOR 1.00 0 0 0 NONE 0 NONE 0 0 2903785 60970 0 2964755 0 0 2964755 44471 2920284 146014 146014 1323 1323 144691 0 144691 0 144691 118685 0 118685 144691 114116 0 0 118685 114116 0 0 4569 0 0 0 0 0 0 0 0 140122 0 0 0 KERRY KUHN GAIL KUHN X AMERICAN FRIENDS OF MAGEN DAVID ADOM 20 W 36TH STREET NEW YORK NY 10018 N/A PUBLIC CHARITY GENERAL PURPOSE 10000 AMERICAN JEWISH WORLD SERVICE 45 W 36TH STREET 11 NEW YORK NY 10018 N/A PUBLIC CHARITY GENERAL PURPOSE 1000 CARIDAD CENTER 8645 W BOYNTON BEACH BLVD BOYNTON BEACH FL 33472 N/A PUBLIC CHARITY GENERAL PURPOSE 2000 DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK NY 10006 N/A PUBLIC CHARITY GENERAL PURPOSE 1000 GEORGE WASHINGTON UNIVERSITY 2121 1 ST NW WASHINGTON DC 20052 N/A PUBLIC CHARITY GENERAL PURPOSE 15000 HABITAT FOR HUMANITY 322 WEST LAMAR STREET AMERICUS GA 31709 N/A PUBLIC CHARITY GENERAL PURPOSE 10700 JEWISH ADOPTION AND FAMILY CARE OPTIONS 4200 N UNIVERSITY DRIVE SUNRISE FL 33351 N/A PUBLIC CHARITY GENERAL PURPOSE 34125 NATURE CONSERVANCY 4245 NORTH FAIRFAX DRIVESUITE 100 ARLINGTON VA 22203 N/A PUBLIC CHARITY GENERAL PURPOSE 2000 ORT AMERICA 75 MAIDEN LANE NEW YORK NY 10038 N/A PUBLIC CHARITY GENERAL PURPOSE 7600 PLANNED PARENTHOOD PO BOX 97166 WASHINGTON DC 20090 N/A PUBLIC CHARITY GENERAL PURPOSE 3000 RAILS TO TRAILS PO BOX 807 INVERNESS FL 34451 N/A PUBLIC CHARITY GENERAL PURPOSE 1000 RUTH & NORMAN RALES JEWISH FAMILY SERVICES 21300 RUTH AND BARON COLEMAN BLVD BOCA RATON FL 33428 N/A PUBLIC CHARITY GENERAL PURPOSE 3000 SIERRA CLUB 2101 WEBSTER STREET SUITE 1250 OAKLAND CA 94612 N/A PUBLIC CHARITY GENERAL PURPOSE 350 SOUTH FLORIDA PBS 3401 S CONGRESS AVE BOYNTON BEACH FL 33426 N/A PUBLIC CHARITY GENERAL PURPOSE 150 SPECIAL OLYMPICS 2600 VIRGINIA AVE NW WASHINGTON DC 20037 N/A PUBLIC CHARITY GENERAL PURPOSE 150 TEMPLE BETH ORR 111 VALLEY ROAD CLARK NJ 07066 N/A PUBLIC CHARITY GENERAL PURPOSE 3000 THE SOUP KITCHEN 8655 BOYNTON BEACH BLVD BOYNTON BEACH FL 33472 N/A PUBLIC CHARITY GENERAL PURPOSE 20000 WORLD WILDLIFE FUND 1250 24TH NW WASHINGTON DC 20037 N/A PUBLIC CHARITY GENERAL PURPOSE 1000 115075 0 14 47420 18 49817 0 97237 0 97237 0 0 0 0 0 0 0 0 0 0 X X 1 KERRY KUHN & GAIL KUHN C/O BESSEMER TRUST 1225 FRANKLIN AV GARDEN CITY NY 11530 300469 X X 1 470 SHS OF SPDR S&P500 ETF 1 200469 2023-10-02 TAX PREP FEE 2750 0 2750 RAYMOND JAMES TRANSFER FEE 125 125 0 42,829.872 OW FIXED INCOME FUND 476582 436436 29,571.918 OW ALL CAP CORE FD 568332 681928 426.000 SPDR S&P GL NAT RESOURCES 23787 24132 11,516.642 OW CREDIT INCOME FUND 115371 93399 626.000 SCHWAB INTERNATIONAL EQUIT 20050 23136 810.000 VANGUARD FTSE EMER MKT ETF 33517 33291 310.000 ISHARES TR S&P 500 INDEX 128905 148065 25,669.074 OW LARGE CAP STRATEGIES FD 320110 445615 16,671.024 OW SMALL & MIDCAP STRAT FD 261677 257233 1,982.000 SPDR S&P 500 ETF (SPY) 235856 942064 BOOK TO TAX COST ADJUSTMENT 141865 OTHER EXPENSES 20 0 0 ROUNDING 1 BESSEMER INVESTMENT FEES 2581 1721 860 CHARITABLE EXPENSE 0 0 0 PRIOR YEAR EXTENSION PAYMENT 400 0 0 FOREIGN TAXES WITHHELD 190 190 0