2025-11-17T14:02:07-06:00 2024-12-31 132792165 BESSEMER TRUST CO NA 1225 FRANKLIN AVE SUITE 500 GARDEN CITY NY 11530 990PF 2024-01-01 770607976 THE CLARK FAMILY PRIVATE FOUNDATION INC CLAR 5165089623 CO BESSEMER TRUST1225 FRANKLIN AV GARDEN CITY NY 11530 J PHILIP CLARK VP/DIR/SEC 5165089623 2025-11-14 0 SANDRA FARIAS P01315942 5165089623 2024 2025-03-06 01:10:19Z X 6113465 X X 114425 114425 243708 243708 243645 -185605 3900 172528 361970 40758 0 40758 3300 2200 1100 8583 83 8500 5717 5644 25 58358 7927 50383 232736 232736 291094 7927 283119 -118566 354043 12964 51922 51922 2166878 2156322 2728020 1322061 1370329 1251515 2739800 2566327 2082008 6241703 6144900 6113465 0 0 X 6235927 6117361 0 0 5776 27539 6241703 6144900 6241703 6144900 6241703 -118566 21763 6144900 0 6144900 PUBLICLY TRADED SECURITIES P 94701 94701 94701 PARTNERSHIP - SECTION 1231 P 63 63 0 0 Capital Gains Dividends P 148944 148944 148944 243645 4921 0 4921 0 4921 9219 0 4000 0 13219 X 0 8298 8298 0 0 0 0 0 0 0 0 0 0 0 1 1 DE 1 0 0 0 0 1 N/A BESSEMER TRUST COMPANY 5165089623 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ASHLEY CLARK C/O BESSEMER TRUST COMPANY 1271 AVE OF THE AMERICAS 42ND FLR NEW YORK NY 10020 VP / DIR 1.00 13586 0 0 DEBORAH CLARK C/O BESSEMER TRUST COMPANY 1271 AVE OF THE AMERICAS 42ND FLR NEW YORK NY 10020 VP / DIR 1.00 0 0 0 ISOLDA CLARK C/O BESSEMER TRUST COMPANY 1271 AVE OF THE AMERICAS 42ND FLR NEW YORK NY 10020 PRES / DIR 40.00 0 0 0 J PHILIP CLARK C/O BESSEMER TRUST COMPANY 1271 AVE OF THE AMERICAS 42ND FLR NEW YORK NY 10020 VP / SEC / DIR 1.00 0 0 0 JANICE CLARK C/O BESSEMER TRUST COMPANY 1271 AVE OF THE AMERICAS 42ND FLR NEW YORK NY 10020 VP / DIR 30.00 0 0 0 JP CLARK C/O BESSEMER TRUST COMPANY 1271 AVE OF THE AMERICAS 42ND FLR NEW YORK NY 10020 VP / DIR 1.00 13586 0 0 KENNER L CLARK C/O BESSEMER TRUST COMPANY 1271 AVE OF THE AMERICAS 42ND FLR NEW YORK NY 10020 VP / DIR 1.00 13586 0 0 ELIZABETH FULLER C/O BESSEMER TRUST COMPANY 1271 AVE OF THE AMERICAS 42ND FLR NEW YORK NY 10020 VP / DIR 1.00 0 0 0 NONE 0 NONE 0 0 3911880 26618 2082008 6020506 0 0 6020506 90308 5930198 296510 296510 4921 4921 291589 0 291589 0 291589 283119 0 283119 291589 237486 0 0 283119 237486 0 0 45633 0 0 0 0 0 0 0 0 245956 0 0 0 DEBORAH CLARK J PHILIP CLARK X ADOPT A FAMILY OF THE PALM BEACHES INC 1712 SECOND AVE NORTH LAKE WORTH FL 33460 N/A PUBLIC CHARITY GENERAL SUPPORT 750 ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION INC 225 NORTH MICHIGAN AVENUE SUITE 1700 CHICAGO IL 60601 N/A PUBLIC CHARITY GENERAL SUPPORT 500 BELLA'S ANGELS 13860 WELLINGTON TRACE WELLINGTON FL 33414 N/A PUBLIC CHARITY GENERAL SUPPORT 4250 BIG DOG RANCH RESCUE INC 14444 OKEECHOBEE BLVD LOXAHATCHEE GROVES FL 33470 N/A PUBLIC CHARITY GENERAL SUPPORT 500 BUSCH WILDLIFE SANCTUARY FOUNDATION 17855 ROCKY PINES RD JUPITER FL 33478 N/A PUBLIC CHARITY GENERAL SUPPORT 2000 CAMP SOUTHERN GROUND INC 100 SOUTHERN GROUND PKWY FAYETTEVILLE GA 30215 N/A PUBLIC CHARITY GENERAL SUPPORT 26500 COMPASS COMMUNITY CENTER 201 NORTH DIXIE HIGHWAY LAKE WORTH FL 33460 N/A PUBLIC CHARITY GENERAL SUPPORT 250 DRESS FOR SUCCESS PALM BEACHES INC 2459 SOUTH CONGRESS AVENUE SUITE 204 PALM SPRINGS FL 33406 N/A PUBLIC CHARITY GENERAL SUPPORT 750 EDNA W RUNNER TUTORIAL ENTER 7187 CHURCH ST JUPITER FL 33458 N/A PUBLIC CHARITY GENERAL SUPPORT 250 FLORIDA OCEANOGRAPHIC SOCIETY INC 890 NE OCEAN BLVD STUART FL 34996 N/A PUBLIC CHARITY GENERAL SUPPORT 250 FRIENDS OF TEEN RANCH FOUNDATION INC PO BOX 77 CALEDON VILLAGE ONTARIO CA N/A PUBLIC CHARITY GENERAL SUPPORT 10000 GRACE NOTES INC PO BOX 14 GREENWICH CT 06836 N/A PUBLIC CHARITY GENERAL SUPPORT 500 GRANDMA'S PLACE 184 SPARROW DRIVE ROYAL PALM BEACH FL 33411 N/A PUBLIC CHARITY GENERAL SUPPORT 585 GULFSTREAM GOODWILL INDUSTRIES INC 1715 TIFFANY DIRVE EAST WEST PALM BEACH FL 33407 N/A PUBLIC CHARITY GENERAL SUPPORT 750 HANLEY CENTER FOUNDATION INC 933 45TH STREET WEST PALM BEACH FL 33407 N/A PUBLIC CHARITY GENERAL SUPPORT 750 HANNAH'S HOME OF SOUTH FLORIDA INC PO BOX 4512 TEQUESTA FL 33469 N/A PUBLIC CHARITY GENERAL SUPPORT 250 INSIGHT THROUGH EDUCATION INC PO BOX 33054 PALM BEACH GARDENS FL 33420 N/A PUBLIC CHARITY GENERAL SUPPORT 250 JONATHANS LANDING CARES INC 15823 CAPTAIN KIRLE DRIVE JUPITER FL 33477 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 JOURNEY COMMUNITY CHURCH 6201 S MILITARY TR LAKE WORTH FL 33463 N/A PUBLIC CHARITY GENERAL SUPPORT 500 JUPITER INLET LIGHTHOUSE & MUSEUM 500 CAPTAIN ARMOURS WAY JUPITER FL 33469 N/A PUBLIC CHARITY GENERAL SUPPORT 1250 JUPITER MEDICAL CLINIC 1210 SOUTH OLD DIXIE HIGHWAY JUPITER FL 33458 N/A PUBLIC CHARITY GENERAL SUPPORT 27000 JUPITERFIRST CHURCH INC 1475 INDIAN CREEK PKWY JUPITER FL 334588202 N/A PUBLIC CHARITY GENERAL SUPPORT 7750 LAMOILLE AREA CANCER NETWORK 198 FARR AVENUE MORRISVILLE VT 05661 N/A PUBLIC CHARITY GENERAL SUPPORT 3000 LAMOILLE NORTH MODIFIED UNION SCHOOL DISTRICT 738 VT-15 HYDE PARK VT 05655 N/A PUBLIC CHARITY GENERAL SUPPORT 12000 LITTLE SMILES INC 3569 91ST STREET N STE 4 PALM BEACH GARDENS FL 33403 N/A PUBLIC CHARITY GENERAL SUPPORT 1000 LOGGERHEAD MARINELIFE CENTER 14200 US HIGHWAY ONE JUNO BEACH FL 33408 N/A PUBLIC CHARITY CENTER FOR CONSERVATION 6375 MALTZ JUPITER THEATRE INC 1001 E INDIANTOWN RD JUPITER FL 334775110 N/A PUBLIC CHARITY CONSERVATORY 42000 MANDEL JCC 5221 HOOD ROAD PALM BEACH GARDENS FL 33418 N/A PUBLIC CHARITY GENERAL SUPPORT 250 MCC FOUNDATION INC 111 WEST 92ND STREET NEW YORK NY 10025 N/A PUBLIC CHARITY GENERAL SUPPORT 5000 MOLLY'S HOUSE INC 430 SE OSCEOLA STREET STUART FL 34994 N/A PUBLIC CHARITY GENERAL SUPPORT 750 MORYS PRESERVATION INC 306 YORK ST NEW HAVEN CT 065113627 N/A PUBLIC CHARITY CAPITAL CAMPAIGN 500 MY CLINIC INC 411 W INDIANTOWN RD JUPITER FL 334583538 N/A PUBLIC CHARITY GENERAL SUPPORT 4500 NATIONAL MULTIPLE SCLEROSIS SOCIETY 733 THIRD AVENUE 3RD FLOOR NEW YORK NY 100178619 N/A PUBLIC CHARITY GENERAL SUPPORT 150 NEW STUDIO FOR THE VISUAL ARTS OF JUPITER INC 1615 CYPRESS DR STE1 JUPITER FL 33469 N/A PUBLIC CHARITY GENERAL SUPPORT 3000 PALM BEACH COUNTY CULTURAL COUNCIL 601 LAKE AVENUE LAKE WORTH FL 33460 N/A PUBLIC CHARITY GENERAL SUPPORT 500 PALM BEACH ZOO & CONSERVATION CENTER 1301 SUMMIT BLVD WEST PALM BEACH FL 33405 N/A PUBLIC CHARITY GENERAL SUPPORT 750 PEGGY ADAMS ANIMAL RESCUE LEAGUE OF THE PALM BEACHES 3200 NORTH MILITARY TR WEST PALM BEACH FL 33409 N/A PUBLIC CHARITY GENERAL SUPPORT 500 PINE TREES SCOTTY FOUNDATION INC 1700 NW 64TH STREET STE 470 FORT LAUDERDALE FL 33309 N/A PUBLIC CHARITY GENERAL SUPPORT 1000 SALVATION ARMY 30840 HAWTHORNE BLVD RANCHO PALOS VERDES CA 90275 N/A PUBLIC CHARITY GENERAL SUPPORT 2000 SPANISH RIVER PRESBYTERIAN CHURCH 400 W YAMATO ROAD BOCA RATON FL 33431 N/A PUBLIC CHARITY GENERAL SUPPORT 1000 SPEAK UP FOR KIDS PALM BEACH COUNTY PO BOX 1896 WEST PALM BEACH FL 33402 N/A PUBLIC CHARITY GENERAL SUPPORT 750 SUSAN G KOMEN BREAST CANCER FOUNDATION INC 13770 NOEL ROAD SUITE 801889 DALLAS TX 75380 N/A PUBLIC CHARITY GENERAL SUPPORT 750 THE ISAIAH 40 FOUNDATION 5051 W BELLE PLAINE AVE CHICAGO IL 60641 N/A PUBLIC CHARITY GENERAL SUPPORT 10000 THE PALM BEACH SYMPHONY SOCIETY INC 700 S DIXIE HWY STE 100 WEST PALM BEACH FL 33401 N/A PUBLIC CHARITY GENERAL SUPPORT 1000 TOPAZ ASSISTANCE DOGS INC 3530 12TH AVE SE NAPLES FL 34117 N/A PUBLIC CHARITY GENERAL SUPPORT 500 TRAGEDY ASSISTANCE PROGRAM FOR SURVIVORS 3033 WILSON BLVD STE 630 ARLINGTON VA 222013865 N/A PUBLIC CHARITY GENERAL SUPPORT 7000 TRUSTEES OF UNION COLLEGE 807 UNION ST SCHENECTADY NY 123083256 N/A PUBLIC CHARITY GENERAL SUPPORT 2500 TRUSTEES OF WESTMINSTER SCHOOL INC 995 HOPMEADOW STREET SIMSBURY CT 06070 N/A PUBLIC CHARITY GENERAL SUPPORT 2500 UNITED WAY SUNCOAST INC 4925 INDEPENDENCE PARKWAY STE 120 TAMPA FL 33634 N/A PUBLIC CHARITY GENERAL SUPPORT 2601 UNIVERSITY OF CONNECTICUT FOUNDATION INCORPORATED 2390 ALUMNI DRIVE UNIT 3206 STORRS CT 06269 N/A PUBLIC CHARITY NEAG SCHOOL OF EDUCATION 10000 UNIVERSITY OF VERMONT MEDICAL CENTER INC 111 COLCHESTER AVE BURLINGTON VT 05401 N/A PUBLIC CHARITY GENERAL SUPPORT 1000 VERMONT YOUTH DANCERS 177 ORR RD JERICHO VT 05465 N/A PUBLIC CHARITY GENERAL SUPPORT 2000 WARRIORS RENEWAL COALITION 222 USI STE 205 TEQUESTA FL 33469 N/A PUBLIC CHARITY GENERAL SUPPORT 2125 YALE UNIVERSITY PO BOX 2038 NEW HAVEN CT 065212038 N/A PUBLIC CHARITY YALE HOCKEY ASSOCIATION 15000 YOUTH SINGERS OF THE PALM BEACHES 701 OKEECHOBEE BLVD WEST PALM BEACH FL 33401 N/A PUBLIC CHARITY GENERAL SUPPORT 150 232736 0 14 114425 14 3900 18 243708 PARTNERSHIP - OTHER INCOME/LOSS 01 -189589 FEDERAL REFUND 84 0 172528 0 172528 0 0 0 0 0 0 0 0 0 0 TAX PREP FEES 3300 2200 1100 125276.83 OW FIXED INCOME FUND 1370329 1251515 29943.48 OW ALL CAP CORE FD 525398 756971 30236.31 OW CREDIT INCOME FUND 297214 237052 64643.46 OW LARGE CAP STRATEGIES FD 906674 1281879 24555.52 OW SMALL & MIDCAP STRAT FD 368070 392888 2573.00 NORTHERN LTS FD TR II FUTURE FD 58966 59230 FM FIFTH AVENUE FUND LTD AT COST 13743 339032 PHOENIX CAPITAL MANAGEMENT LLC AT COST 1692384 487627 LK CAPITAL PARTNERS REAL ESTATE FUND LP AT COST 201494 237718 LEGACY KNIGHT STRATEGIC OPPORTUNITIES FUND AT COST 104821 121970 WMK 2022 FUND AT COST 77062 247451 APTITUDE ITHACA LLC AT COST 40966 142423 THOMPSON THRIFT 2023 MULTIFAMILY AT COST 227850 239432 HUDSON BAY INTERNATIONAL FUND AT COST 208007 266355 STATE FILING FEE 25 0 25 PARTNERSHIP - INVESTMENT INTEREST EXPENSE 887 887 0 PARTNERSHIP - OTHER DEDUCTIONS 4757 4757 0 PARTNERSHIP - NONDEDUCTIBLE EXPENSES 48 0 0 PARTNERSHIP INTEREST 3900 3900 3900 PARTNERSHIP - OTHER INCOME/LOSS -189589 -189589 FEDERAL REFUND 84 84 BOOK TO TAX BASIS ADJUSTMENT 21763 BESSEMER TRUST 8583 83 8500