2018-04-25T07:54:42-05:00 2017-12-31 990PF 2017-01-01 306267233 THE MULLERVY FAMILY FOUNDATION BESSEMER TRUST COMPANY OF FLORIDA MULL 5165089694 222 ROYAL PALM WAY PALM BEACH FL 33480 KEVIN BARRY TRUSTEE 5165089694 2018-04-24 2017 2022-09-23 18:48:47Z X 754159 X X 10658 10658 24545 68679 24545 35203 35203 821 547 274 1000 0 1000 4426 0 0 6247 547 1274 13800 13800 20047 547 15074 15156 34656 455 5761 5761 150829 153058 150473 514455 522076 597925 665739 680895 754159 0 0 X 665739 680895 0 0 0 0 665739 680895 665739 680895 665739 15156 0 680895 0 680895 PUBLICLY TRADED SECURITIES 46445 44134 2311 2311 CAPITAL GAINS DIVIDENDS P 22234 22234 22234 24545 0 21250 436333 0.048701 1931 313871 0.006152 6186 221159 0.027971 1056 107253 0.009846 9621 12502 0.769557 0.862227 0.172445 715246 123341 347 123688 15074 693 0 693 0 693 3400 0 0 3400 X 0 2707 720 1987 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A BESSEMER TRUST COMPANY OF FLORIDA 5165089694 C/O BESSEMER TRUST 222 ROYAL PALM WAY PALM BEACH FL 33480 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BESSEMER TRUST COMPANY OF FLORIDA C/O BESSEMER TRUST 222 ROYAL PALM WAY PALM BEACH FL 33480 CORPORATE TRUSTEE 5.00 821 0 0 TERENCE A MULLERVY C/O BESSEMER TRUST 222 ROYAL PALM WAY PALM BEACH FL 33480 TRUSTEE 0.00 0 0 0 MARY L MULLERVY C/O BESSEMER TRUST 222 ROYAL PALM WAY PALM BEACH FL 33480 TRUSTEE 0.00 0 0 0 SCOTT W MULLERVY C/O BESSEMER TRUST 222 ROYAL PALM WAY PALM BEACH FL 33480 TRUSTEE 0.00 0 0 0 LYNNE M MULLERVY C/O BESSEMER TRUST 222 ROYAL PALM WAY PALM BEACH FL 33480 TRUSTEE 0.00 0 0 0 MARK C MULLERVY C/O BESSEMER TRUST 222 ROYAL PALM WAY PALM BEACH FL 33480 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 722333 3805 0 726138 0 0 726138 10892 715246 35762 35762 693 693 35069 0 35069 0 35069 15074 0 15074 0 15074 35069 7807 0 0 15074 7807 0 0 7267 0 0 0 0 0 0 0 0 27802 0 0 0 TERENCE A MULLERVY MARY L MULLERVY X HOUSTON BALLET 601 PRESTON STREET HOUSTON TX 77002 N/A PUBLIC CHARITY GENERAL SUPPORT 3800 THE UNIVERSITY OF TEXAS MD ANDERSON CANCER CENTER PO BOX 301439 UNIT 705 HOUSTON TX 77230 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 13800 0 14 10658 18 24545 0 35203 0 35203 0 0 0 0 0 0 0 0 0 0 FINANCIAL SERVICES FEE 1000 0 1000 13,629.847 SHS OW FIXED INCOME FUND 153058 150473 9,143.456 SHS OW ALL CAP CORE FD AT COST 125704 152512 18,035.241 SHS OW LARGE CAP STRATEGIES FD AT COST 225180 260789 5,523.240 SHS OW SMALL & MID CAP STRAT FUND AT COST 84129 92569 11,771.833 SHS OW STRATEGIC OPPTYS FUND AT COST 87063 92055 FEDERAL EXCISE TAX 1026 0 0 FEDERAL ESTIMATED TAX PAYMENTS 3400 0 0