2024-05-02T10:15:26-05:00 2023-12-31 132792165 BESSEMER TRUST 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 990PF 2023-01-01 136111530 NORWOOD FOUNDATION INC NORW 5165089623 CO BESSEMER 1225 FRANKLIN AVE 50 GARDEN CITY NY 11530 TOWNSEND BANCROFT PRESIDENT 5165089623 2024-05-02 TOWNSEND BANCROFT 999009999 0 GABRIELLA FASCIANA P01782862 2127089216 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3282461 X X 43045 43045 57679 271492 57679 100724 100724 0 0 0 5250 0 5250 156 104 52 450 0 0 250 0 250 6106 104 5552 160000 160000 166106 104 165552 -65382 100620 78934 11085 11085 16138 32934 1934 62 46 62 62 3163903 3107557 3269380 3259021 3151638 3282461 68000 31000 68000 31000 X 3191021 3120638 0 0 0 0 3191021 3120638 3259021 3151638 3191021 -65382 0 3125639 5001 3120638 PUBLICLY TRADED SECURITIES P 193200 186447 6753 6753 PUBLICLY TRADED SECURITIES P 26400 27366 -966 -966 CAPITAL GAINS DIVIDENDS P 51892 51892 51892 57679 1399 0 1399 0 1399 479 0 0 0 479 X 0 920 0 0 0 0 0 0 0 0 0 0 1 1 NY 1 0 0 0 0 1 N/A 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 TOWNSEND W BANCROFT C/O BESSEMER TRUST 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 PRESIDENT 3.00 0 0 0 JENNIFER B KELTER C/O BESSEMER TRUST 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 VICE PRESIDENT 3.00 0 0 0 NONE 0 NONE 0 0 3133894 34706 0 3168600 0 0 3168600 47529 3121071 156054 156054 1399 1399 154655 0 154655 0 154655 165552 0 165552 154655 158972 0 0 165552 158972 0 0 6580 0 0 0 0 0 0 0 0 148075 0 0 0 X AFMO JARDIN DES TUILIERIES TUILIERIES PARIS FR N/A PUBLIC CHARITY GENERAL PURPOSE 2500 ALZHEIMER'S ASSOCIATION 225 N MICHIGAN AVE FL 17 CHICAGO IL 60601 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 BIG SKY DISCOVERY ACADEMY 175 ASPEN LEAF DR UNITS DF BIG SKY MT 59716 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 BOZEMAN HEALTH FOUNDATION 931 HIGHLAND BLVD SUITE 3200 BOZEMAN MT 59715 N/A PUBLIC CHARITY GENERAL PURPOSE 10000 BRUNSWICK SCHOOL 100 MAHER AVE GREENWICH CT 06830 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 CIRQUE LODGE FOUNDATION 3114 IDAS ROAD PROVO UT 84601 N/A PUBLIC CHARITY GENERAL PURPOSE 7500 COLD SPRINGS HARBOR LAB ONE BUNGTOWN ROAD COLD SPRING HARBOR NY 11724 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 DUKE UNIVERSITY 905 W MAIN ST DURHAM NC 27701 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 FAMILY CENTERS 40 ARCH STREET GREENWICH CT 06830 N/A PUBLIC CHARITY GENERAL PURPOSE 1000 FRIENDS ACADEMY 270 DUCK POND ROAD LOCUST VALLEY NY 11560 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 GLEN COVE HOSPITAL 101 ST ANDREWS LANE GLEN COVE NY 11542 N/A PUBLIC CHARITY GENERAL PURPOSE 17500 GREEN VALE SCHOOL 250 VALENTINES LANE OLD BROOKVILLE NY 11545 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 GREENWICH ACADEMY 200 N MAPLE AVENUE GREENWICH CT 06830 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 GREENWICH HOSPITAL 5 PERRYRIDGE ROAD GREENWICH CT 06830 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 HOSPITAL FOR SPECIAL SURGERY FOUNDATION 535 EAST 70TH STREET NEW YORK NY 10021 N/A PUBLIC CHARITY GENERAL PURPOSE 10000 KIEVE-WAVUS PO BOX 169 NOBLEBORO ME 04555 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 MIDDLESEX SCHOOL 1400 LOWELL ROAD CONCORD MA 01742 N/A PUBLIC CHARITY GENERAL PURPOSE 10000 NATIONAL MUSUEM OF RACING 191 UNION AVENUE SARATOGA SPRINGS NY 12866 N/A PUBLIC CHARITY GENERAL PURPOSE 1000 NATIONAL WOMEN'S HEALTH NETWORK 1413 K ST NW WASHINGTON DC 20005 N/A PUBLIC CHARITY GENERAL PURPOSE 7500 NEW YORK HOSPITAL 525 EAST 68TH STREET NEW YORK NY 10065 N/A PUBLIC CHARITY GENERAL PURPOSE 7000 OLD WESTBURY GARDENS 71 OLD WESTBURY ROAD OLD WESTBURY NY 11568 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 PARRISH ART MUSEUM 279 MONTAUK HWY WATER MILL NY 11976 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 PEACE4KIDS PO BOX 5347 COMPTON CA 90224 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 PENNY'S FLIGHT FOUNDATION 65 DUCK POND ROAD GLEN COVE NY 11542 N/A PUBLIC CHARITY GENERAL PURPOSE 10000 PIPING ROCK SCHOLARSHIP FUND 150 PIPING ROCK RD LOCUST VALLEY NY 11560 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 SPENCE SCHOOL 22 E 91ST ST NEW YORK NY 10128 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 ST JOHN'S HOSPITAL-JACKSON 625 E BROADWAY AVENUE JACKSON WY 83001 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 ST JOHN'S OF LATTINGTOWN 325 LATTINGTOWN LOCUST VALLEY NY 11560 N/A PUBLIC CHARITY GENERAL PURPOSE 1000 THE FRIENDS OF POUND RIDGE PO BOX 402 POUND RIDGE NY 10576 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 THE SOUTHAMPTON ANIMAL SHELTER 102 OLD RIVERHEAD ROAD W HAMPTON BAYS NY 11946 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 UNIVERSITY OF ST ANDREW'S AMERICAN FOUNDATION 91 NORTH STREET ST ANDREWS 9AX UK KY16 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 160000 0 14 43045 18 57679 0 100724 0 100724 0 0 0 0 0 0 0 0 0 0 FINANCIAL SERVICES FEES-BESSEMER 5250 0 5250 NORWOOD FOUNDATION, INC.FORM 990-PF EIN 13-6111530SUPPLEMENTAL SCHEDULE OF INFORMATIONPART XIII, UNDISTRIBUTED INCOME, LINE 4CELECTION UNDER IRC REG. SEC. 53-4942(A)-3(D)(2)PURSUANT TO IRC SECTION 4942(H)(2) AND REGULATION 53.4942(A)-3(D)(2), THE NORWOOD FOUNDATION, INC. HEREBY ELECTS TO TREAT CURRENT YEAR'S QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF CORPUS. (SIGNATURE): ___________________________________(NAME): ___________________________________ (TITLE): ______________________________ 69,224.756 OW FIXED INCOME FUND 790451 705400 24,563.037 OW CREDIT INCOME FUND 240628 199206 71898.280 OW LARGE CAP STRATEGIES FD 1085657 1248154 27,875.707 OW SMALL & MIDCAP STRAT FD 430888 430122 29,770.103 OW ALL CAP CORE FD 559933 686498 ROUNDING 1 CHECK REVERSAL 5000 NYS ANNUAL FILING FEE 250 0 250 INVESTMENT MANAGEMENT FEES-BESSEMER 156 104 52 ESTIMATED TAXES 450 0 0