2025-07-28T09:06:59-05:00 2024-12-31 132792165 BESSEMER TRUST COMPANY NA 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 990PF 2024-01-01 061480414 RS EVANS FOUNDATION INC C/O BESSEMER TRUST COMPANY RSEV 5165089623 1225 FRANKLIN AVENUE 500 GARDEN CITY NY 11530 ROBERT S EVANS PRESIDENT 5165089623 2025-06-30 0 KEVIN M BARRY P00369984 5165089623 2025-06-30 2024 2025-03-06 01:10:19Z X 21028143 X X 268272 268272 377278 3469237 377278 645550 645550 0 0 0 4400 0 4400 116943 83192 33751 6295 4959 0 127638 88151 38151 845500 845500 973138 88151 883651 -327588 557399 744059 607596 607596 1467 1467 1467 14247564 14057459 20419080 14991623 14666522 21028143 0 0 X 0 0 0 0 14991623 14666522 14991623 14666522 14991623 14666522 14991623 -327588 2487 14666522 0 14666522 PUBLICLY TRADED SECURITIES - SHORT TERM P 521459 555017 -33558 -33558 PUBLICLY TRADED SECURITIES - LONG TERM P 2820314 2536942 283372 283372 CAPITAL GAINS DIVIDENDS P 127464 127464 127464 377278 7748 0 7748 0 7748 15106 0 0 0 15106 0 7358 7358 0 0 0 0 0 0 0 0 0 0 0 1 1 CT FL 1 0 0 0 0 1 N/A CO BESSEMER TRUST 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 ROBERT S EVANS C/O BESSEMER TRUST COMPANY 1225 FRANKLIN AVENUE GARDEN CITY NY 11530 PRESIDENT 5.00 0 0 0 SUSAN C EVANS C/O BESSEMER TRUST COMPANY 1225 FRANKLIN AVENUE GARDEN CITY NY 11530 SECRETARY 5.00 0 0 0 ASHLY REID EVANS C/O BESSEMER TRUST COMPANY 1225 FRANKLIN AVENUE GARDEN CITY NY 11530 DIRECTOR 5.00 0 0 0 JONATHAN PERRY EVANS C/O BESSEMER TRUST COMPANY 1225 FRANKLIN AVENUE GARDEN CITY NY 11530 DIRECTOR 5.00 0 0 0 MICHAEL ROBINSON C/O BESSEMER TRUST COMPANY 1225 FRANKLIN AVENUE GARDEN CITY NY 11530 DIRECTOR 5.00 0 0 0 NONE 0 BESSEMER TRUST 1225 FRANKLIN AVE GARDEN CITY NY 11530 INVESTMENT MANAGEMENT 101253 0 0 19359963 504706 0 19864669 0 0 19864669 297970 19566699 978335 978335 7748 7748 970587 0 970587 0 970587 883651 0 883651 970587 695179 0 0 883651 695179 0 0 188472 0 0 0 0 0 0 0 0 782115 0 0 0 ROBERT S EVANS X COLUMBIA BUSINESS SCHOOL 622 W 113TH STREET NEW YORK NY 10025 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 EARTH ISLAND 2150 ALLSTON WAY 460 BERKELEY CA 94704 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 EVERYTOWN FOR GUN SAFETY SUPPORT FOUNDATION P O BOX 3886 NEW YORK NY 10017 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 FAMILY INDEPENDENCE INITIATIVE P O BOX 71363 OAKLAND CA 94612 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 GEORGETOWN UNIVERSITY 600 NEW JERSEY AVE NW WASHINGTON DC 20007 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 GRAYSON-JOCKEY RESEARCH FOUNDATION 821 CORPORATE DRIVE LEXINGTON KY 40503 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 MARTIN HORIZON SCHOOL 305 MONTFORD AVENUE MILL VALLEY CA 94941 NONE PUBLIC CHARITY GENERAL PURPOSE 45000 NATIONAL PUBLIC RADIO 160 VARICK STREET NEW YORK NY 10013 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 NATURE SACRED 105 ANNAPOLIS ST SUITE D ANNAPOLIS MD 21401 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 NEW CANAAN HIGH SCHOOL PFA 11 FARM ROAD NEW CANAAN CT 06840 NONE PUBLIC CHARITY GENERAL PURPOSE 3000 PROSTATE CANCER FOUNDATION 1250 FOURTH STREET SANTA MONICA CA 90401 NONE PUBLIC CHARITY GENERAL PURPOSE 25000 SMITHSONIAN TROPICAL RESEARCH INSTITUTE PO BOX 37012 WASHINGTON DC 20013 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 ST LAWRENCE UNIVERSITY 23 ROMODA DRIVE CANTON NY 13617 NONE PUBLIC CHARITY GENERAL PURPOSE 1000 STAMFORD HOSPITAL FOUNDATION 30 SHELBOURNE ROAD STAMFORD CT 06904 NONE PUBLIC CHARITY GENERAL PURPOSE 20000 SUFFIELD ACADEMY 185 NORTH MAIN STREET SUFFIELD CT 06078 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 THE GREENWICH COUNTRY DAY SCHOOL 401 OLD CHURCH ROAD GREENWICH CT 06830 NONE PUBLIC CHARITY GENERAL PURPOSE 32500 THE JEFFERSON SCHOLARS FOUNDATION 112 CLARKE STREET CHARLOTESVILLE VA 22903 NONE PUBLIC CHARITY GENERAL PURPOSE 10000 THE TAFT SCHOOL 100 WOODBURY ROAD WATERTOWN CT 06795 NONE PUBLIC CHARITY GENERAL PURPOSE 12500 TRINITY COLLEGE 300 SUMMIT STREET HARTFORD CT 06106 NONE PUBLIC CHARITY GENERAL PURPOSE 2000 UNIVERSITY OF PENNSYLVANIA 3451 WALNUT STREET PHILADELPHIA PA 19104 NONE PUBLIC CHARITY GENERAL PURPOSE 5000 UNIVERSITY OF VIRGINIA PARENTS FUND PO BOX 400314 CHARLOTTESVILLE VA 22904 NONE PUBLIC CHARITY GENERAL PURPOSE 7500 VIRGINIA ATHLETICS FOUNDATION PO BOX 400833 CHARLOTESVILLE VA 22903 NONE PUBLIC CHARITY GENERAL PURPOSE 7000 YALE UNIVERSITY DEVELOPMENT 133 WALL ST NEW HAVEN CT 06520 NONE PUBLIC CHARITY GENERAL PURPOSE 600000 845500 0 14 268272 18 377278 0 645550 0 645550 0 0 0 0 0 0 0 0 0 0 TAX PREPARATION 4400 0 4400 51560.64 OW FIXED INCOME FUND 580710 515090 11750.00 SCHWAB EMERGING MARKETS EQ 332164 312902 1250.00 ALPHABET INC CLASS C 118294 238050 195.00 LIVE NATION ENTERTMNT INC 15926 25252 274.00 META PLATFORMS INC 67507 160429 430.00 TAKE-2 INTERACTIVE 56079 79154 668.00 ALPHABET INC CLASS C 50147 127213 200.00 META PLATFORMS INC 46026 117102 1650.00 TENCENT HOLDINGS LTD 82476 88552 751.00 ALPHABET INC CLASS C 91166 143020 494.00 COMCAST CORP CL A NEW 26464 18539 122.00 META PLATFORMS INC 32559 71432 813.00 VERIZON COMMUNICATIONS 43906 32511 1020.00 AMAZON.COM INC 113193 223777 6.00 AUTOZONE INC 15291 19212 345.00 DOLLARAMA INC 10800 33626 250.00 HILTON WORLDWIDE HOLDINGS 25050 61790 195.00 LOWES COS INC 41318 48126 78.00 LVMH MOET HENNESSY VUITTON 46701 51497 31.00 MERCADOLIBRE INC 38768 52713 29.00 O'REILLY AUTO INC NEW 31269 34388 21.00 POOL CORP 7290 7159 186.00 WYNDHAM HOTELS & RESORTS 15756 18746 635.00 AMAZON.COM INC 79003 139312 18.00 BOOKING HLDGS INC 65479 89431 1000.00 CHIPOTLE MEXICAN GRILL 28371 60300 271.00 LOWES COS INC 42014 66882 72.00 LVMH MOET HENNESSY VUITTON 45569 47535 63.00 O'REILLY AUTO INC NEW 43635 74705 540.00 AMAZON.COM INC 69679 118470 140.00 GENUINE PARTS CO 12075 16346 117.00 HOME DEPOT 35335 45511 106.00 MCDONALD'S CORP 26707 30728 80.00 ROSS STORES INC 7816 12101 1175.00 ALIMENTATION COUCHE-TARD I 58623 65082 321.00 BJ'S WHOLESALE CLUB HOLDIN 19560 28681 53.00 COSTCO WHSL CORP NEW 25775 48562 633.00 US FOODS HOLDING CORP 17329 42702 910.00 WALMART INC 44599 82218 100.00 COSTCO WHSL CORP NEW 31205 91627 330.00 COCA-COLA COMPANY 15945 20545 30.00 COSTCO WHSL CORP NEW 11610 27488 511.00 KENVUE INC 11045 10909 70.00 PEPSICO INC 10091 10644 287.00 PHILIP MORRIS INTL INC 29240 34540 115.00 PROCTER & GAMBLE CO 14186 19279 105.00 TARGET CORP 18157 14193 45.00 THE HERSHEY COMPANY 6891 7620 465.00 WALMART INC 23211 42012 825.00 CONOCOPHILLIPS 66889 81815 1520.00 SCHLUMBERGER LTD 81095 58276 73.00 SPDR S&P OIL & GAS EXPLORA 9848 9663 549.00 CHEVRON CORP 44452 79517 250.00 DIAMONDBACK ENERGY INC 49822 40957 225.00 CHEVRON CORP 21709 32589 245.00 EXXON MOBIL CORP 28358 26354 1450.00 KINDER MORGAN INC 30680 39730 10165.00 VANGUARD INTERNATIONAL DIV 675089 813098 8153.00 VANGUARD S&P 500 ETF 2009978 4392917 275.00 APOLLO GLOBAL MANAGEMENT I 42518 45419 2360.00 BANK OF AMERICA CORP 80585 103722 1061.00 BROOKFIELD CORPORATION 48856 60954 450.00 FISERV INC 70443 92439 660.00 INTERCONTINENTAL EXCHG INC 72147 98346 485.00 JPMORGAN CHASE & CO 74630 116259 131.00 MSCI INC 77600 78601 439.00 NASDAQ INC. 18714 33939 460.00 RYAN SPECIALTY HOLDNGS INC 21331 29513 87.00 S&P GLOBAL INC. 26265 43328 130.00 SPDR S&P REGIONAL BK ETF 8720 7845 278.00 TRADEWEB MARKETS INC 18609 36395 553.00 VISA INC 113479 174770 89.00 WEX INC 15402 15603 176.00 BERKSHIRE HATHAWAY CL B 61250 79777 227.00 BLACKSTONE INC 13209 39139 251.00 CME GROUP INC 60441 58289 396.00 FISERV INC 41666 81346 166.00 GALLAGER ARTHUR J & CO 25359 47119 3000.00 ING GROEP NV 42179 47155 525.00 JPMORGAN CHASE & CO 66860 125847 430.00 KKR & CO INC 41485 63601 575.00 LONDON STOCK EXCHANGE 59051 81220 172.00 MASTERCARD CL A 56541 90570 4950.00 MITSUBISHI UFJ FINL GRP 53877 58106 1090.00 BANK OF AMERICA CORP 36661 47905 217.00 BLACKSTONE INC 13435 37415 329.00 JPMORGAN CHASE & CO 42023 78864 405.00 METLIFE INC COM 26468 33161 303.00 MORGAN STANLEY GRP INC 31205 38093 195.00 PRUDENTIAL FINANCIAL 18834 23113 432.00 TRUIST FINANCIAL CORP 20027 18740 145.00 VISA INC 30319 45825 1325.00 AVANTOR INC 37429 27917 258.00 CENCORA INC 46028 57967 254.00 COOPER COS INC/THE 21427 23350 329.00 DANAHER CORP 65849 75521 32.00 IDEXX LABS CORP 13872 13230 121.00 MCKESSON CORP 65995 68959 81.00 MEDPACE HOLDINGS 24318 26910 159.00 STERIS PLC 28329 32684 134.00 THERMO FISHER SCIENTIFIC 54473 69710 264.00 UNITEDHEALTH GROUP INC 98990 133547 540.00 ASTRAZENECA PLC 73225 70754 266.00 CENCORA INC 49575 59764 305.00 CSL 58723 53128 248.00 DANAHER CORP 44557 56928 224.00 ICON PLC 55694 46975 374.00 ILLUMINA INC 51693 49977 141.00 UNITEDHEALTH GROUP INC 57647 71326 225.00 ABBOTT LABORATORIES 23549 25449 234.00 ABBVIE INC 21636 41581 214.00 AGILENT TECHNOLOGIES 20472 28748 33.00 ELEVANCE HEALTH INC 9598 12173 78.00 INTUITIVE SURGICAL 17954 40712 138.00 JOHNSON & JOHNSON 22680 19957 57.00 LILLY ELI & CO 30474 44004 120.00 MEDTRONIC PLC 13454 9585 345.00 MERCK & CO INC NEW 28371 34320 58.00 UNITEDHEALTH GROUP INC 30849 29339 840.00 ASHTEAD GROUP 56546 52202 209.00 BOOZ ALLEN HAMILTON HLDGS 22798 26898 90.00 BUILDERS FIRSTSOURCE INC 18107 12863 146.00 BWX TECHNOLOGIES INC 13330 16262 65.00 CARLISLE COS 12699 23974 154.00 CLEAN HARBORS INC 21720 35441 600.00 COPART INC 16504 34434 470.00 CORE & MAIN INC 22004 23927 112.00 EATON CORP PLC 15846 37169 99.00 EQUIFAX INC 16448 25230 595.00 HOWMET AEROSPACE INC 20858 65075 102.00 NORTHROP GRUMMAN CORP 38920 47867 94.00 OLD DOMINION FREIGHT 20842 16581 55.00 SAIA INC COM 16250 25065 995.00 TRANSUNION 68479 92246 580.00 WILLSCOT HOLDINGS CORP 27606 19401 77.00 GE VERNOVA LLC 26775 25327 1175.00 HITACHI LTD 28542 29416 950.00 ITOCHU CORP 41973 47313 310.00 L3 HARRIS TECHNOLOGIES INC 69804 65186 156.00 QUANTA SERVICES INC 18103 49303 7800.00 ROLLS-ROYCE HOLDINGS PLC 10290 55513 675.00 SIEMENS ENERGY AG 17516 35048 63.00 UNITED RENTALS INC 19298 44379 220.00 WABTEC CORP 35429 41709 128.00 AMETEK INC NEW 15049 23073 47.00 AUTOMATIC DATA PROCESSING 8228 13758 75.00 CATERPILLAR INC 21436 27207 25.00 DEERE & CO 4841 10592 130.00 EATON CORP PLC 12197 43143 133.00 HONEYWELL INTL INC 24994 30043 310.00 HOWMET AEROSPACE INC 15333 33904 43.00 ILLINOIS TOOL WORKS INC 7784 10903 46.00 NORTHROP GRUMMAN CORP 16236 21587 274.00 PENTAIR PLC 26741 27575 112.00 UNION PACIFIC CORP 23232 25540 125.00 WASTE MANAGEMENT INC NEW 15318 25223 1072.00 APPLE INC 97094 268450 232.00 APPLIED MATERIALS 39385 37730 17.00 ASM INTERNATIONAL NV 5653 9869 56.00 ASML HOLDING 25200 39485 310.00 BROADCOM INC 50920 71870 1390.00 CCC INTELLIGENT SOLUTIONS 16119 16304 160.00 CDW CORP/DE 23510 27846 18.00 CONSTELLATION SOFTWARE 46762 55589 156.00 ENTEGRIS INC 20304 15453 700.00 FORTINET INC 49171 66136 161.00 GARTNER INC CL A 61201 77999 198.00 KEYSIGHT TECHNOLOGIES INC 30905 31804 109.00 MANHATTAN ASSOCIATES INC 20597 29456 774.00 MARVELL TECHNOLOGY INC 37984 85488 682.00 MICROSOFT CORP 125716 287463 193.00 MOTOROLA SOLUTIONS INC 50053 89210 165.00 NICE LTD ADR 29855 28023 1980.00 NVIDIA CORP 52459 265894 175.00 NXP SEMICONDUCTORS NV 42943 36373 825.00 APPLE INC 73244 206596 62.00 ASML HOLDING 19476 43716 525.00 BROADCOM INC 47835 121716 166.00 CADENCE DESIGN SYSTEMS INC 18536 49876 469.00 MICROSOFT CORP 96838 197683 1459.00 NVIDIA CORP 64041 195929 665.00 ORACLE CORP 50690 110815 258.00 QUALCOMM INC 33339 39633 290.00 TAIWAN SEMI MFG CO ADR 56716 57272 804.00 APPLE INC 85319 201337 540.00 BROADCOM INC 21776 125193 413.00 FORTINET INC 18195 39020 47.00 KLA CORPORATION 9558 29615 541.00 MICROSOFT CORP 117395 228031 108.00 MOTOROLA SOLUTIONS INC 17513 49920 1565.00 NVIDIA CORP 22868 210163 110.00 TE CONNECTIVITY PLC 10187 15726 115.00 TEXAS INSTRUMENTS INC 19112 21563 490.00 CRH PLC 34690 45334 846.00 CORTEVA INC 39029 48188 400.00 CRH PLC 29137 37008 249.00 CBRE GROUP INC 32743 32691 184.00 PROLOGIS INC 21082 19448 82.00 SBA COMMUNICATIONS CORP 17519 16711 99.00 ALEXANDRIA REAL EST EQ INC 16637 9657 64.00 AMERICAN TOWER CORP 15566 11738 232.00 SIMON PROP GROUP 27263 39952 33839.62 SANDS CAP GLOBAL GRWTH-INS 1367377 1021618 95268.13 OW SMALL & MIDCAP STRAT FD 1498586 1524290 610.00 AMEREN CORP 50193 54375 615.00 NEXTERA ENERGY INC 47363 44089 130.00 UTILITIES SELECT SECT SPDR 9190 9839 900.00 NEXTERA ENERGY INC 55246 64521 3920.00 PG & E CORP 53184 79105 285.00 DUKE ENERGY HLDG CORP 26631 30705 348.00 NEXTERA ENERGY INC 22994 24948 220.00 WEC ENERGY GROUP INC 19504 20688 BASIS ADJUSTMENTS/TIMING 2487 INVESTMENT FEES - BESSEMER 101253 67502 33751 INVESTMENT FEES - RIDGEVIEW 15690 15690 0 FOREIGN TAXES 6295 4959 0