2024-06-12T11:12:03-05:00 2023-12-31 132792165 BESSEMER TRUST COMPANY 100 WOODBRIDGE CENTER DRIVE WOODBRIDGE NJ 070951911 990PF 2023-01-01 593560674 THE NEWMAN FAMILY FOUNDATION INC NEWM 5165089623 CO BESSEMER TR- 1225 FRANKLIN AVE GARDEN CITY NY 11530 CHARLES W NEWMAN PRESIDENT 5165089623 2024-06-12 CHARLES NEWMAN 999009999 0 ROSEANN DEFINA P01621338 5165089623 2 AAL1 IAL1 2023 2023-04-26 12:10:37Z X 3022177 X X 39841 39841 40840 178675 40840 80681 80681 0 0 0 81 0 81 3300 0 3300 61 0 61 3442 0 3442 163000 163000 166442 0 166442 -85761 80681 1885 19436 19436 2428123 1526492 2272637 0 798319 730104 2430008 2344247 3022177 0 0 X 2430008 2344247 0 0 0 0 2430008 2344247 2430008 2344247 2430008 -85761 0 2344247 0 2344247 OW FIXED INCOME FUND 2020-07-13 2023-04-28 5000 5794 -794 -794 OW FIXED INCOME FUND 2022-06-16 2023-04-27 1000 1001 -1 -1 OW ALL CAP CORE FUND 2020-04-13 2023-02-13 3000 2234 766 766 OW FIXED INCOME FUND 2020-08-20 2023-04-25 1000 1215 -215 -215 OW FIXED INCOME FUND 2020-08-20 2023-01-03 6000 7124 -1124 -1124 OW FIXED INCOME FUND 2020-08-20 2023-01-30 16468 19246 -2778 -2778 OW FIXED INCOME FUND 2021-01-04 2023-01-30 13532 15389 -1857 -1857 OW FIXED INCOME FUND 2021-01-04 2023-02-13 10000 11462 -1462 -1462 OW FIXED INCOME FUND 2021-01-04 2023-04-04 30000 33819 -3819 -3819 OW FIXED INCOME FUND 2021-01-04 2023-05-02 15000 16926 -1926 -1926 OW FIXED INCOME FUND 2021-01-04 2023-11-10 20000 23625 -3625 -3625 CAPITAL GAINS DIVIDENDS P 57675 57675 57675 40840 1121 0 1121 0 1121 2468 0 0 0 2468 0 1347 1347 0 0 0 0 0 0 0 0 0 0 0 1 1 FL 1 0 0 0 0 1 N/A BESSEMER TRUST 5165089623 1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 CHARLES W NEWMAN C/O BESSEMER TRUST1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 PRESIDENT 2.00 0 0 0 DIANE G NEWMAN C/O BESSEMER TRUST1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 VICE PRESIDENT 2.00 0 0 0 CHARLES J NEWMAN C/O BESSEMER TRUST1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 SECRETARY 2.00 0 0 0 MARC A NEWMAN C/O BESSEMER TRUST1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 TREASURER 2.00 0 0 0 LAUREN P NEWMAN C/O BESSEMER TRUST1271 AVENUE OF THE AMERICAS NEW YORK NY 10020 DIRECTOR 2.00 0 0 0 NONE 0 NONE 0 0 2872298 13492 0 2885790 0 0 2885790 43287 2842503 142125 142125 1121 1121 141004 0 141004 0 141004 166442 0 166442 141004 70810 0 0 166442 70810 0 0 95632 0 0 0 0 0 0 0 0 45372 0 0 0 CHARLES W NEWMAN DIANE G NEWMAN X AMBASSADOR TRUST GIFT PO BOX 737 PONTE VEDRA FL 32004 NONE PUBLIC CHARITY OPERATIONAL 5000 ART WITH A HEART 3000 FALLS ROAD MILL NO 1 BALTIMORE MD 21211 NONE PUBLIC CHARITY OPERATIONAL 2500 BAPTIST HEALTH FOUNDATION 841 PRUDENTIAL DRIVE SUITE 1300 JACKSONVILLE FL 32207 NONE PUBLIC CHARITY OPERATIONAL 12000 BILLION OYSTER PROJECT 10 SOUTH STREET NEW YORK NY 10004 NONE PUBLIC CHARITY OPERATIONAL 2500 CENTRAL PARK CONSERVANCY 717 FIFTH AVE 5TH FLOOR NEW YORK NY 10022 NONE PUBLIC CHARITY OPERATIONAL 3000 CHANGED LIVES MINISTRY PO BOX 1737 MONICKS CORNER SC 29461 NONE PUBLIC CHARITY OPERATIONAL 5000 CITY HARVEST 6 E 32ND ST NEW YORK NY 10016 NONE PUBLIC CHARITY OPERATIONAL 6000 ENTERTAINMENT COMMUINITY FUND 729 SEVENTH AVENUE NEW YORK NY 10019 NONE PUBLIC CHARITY OPERATIONAL 2500 FIRST COAST WOMEN'S SERVICES 11215 SAN JOSE BLVD JACKSONVILLE FL 32223 NONE PUBLIC CHARITY OPERATIONAL 1500 HIS LIGHT MINISTRIES 1301 CURTIS BRIDGE RD WILKESBORO NC 28697 NONE PUBLIC CHARITY OPERATIONAL 10500 JACKSONVILLE ZOO & GARDENS 370 ZOO PKWY JACKSONVILLE FL 32218 NONE PUBLIC CHARITY OPERATIONAL 5000 NORTH FLORIDA LAND TRUST 804 THIRD STREET SUITE D NEPTUNE BEACH FL 32266 NONE PUBLIC CHARITY OPERATIONAL 2000 PONTE VEDRA PRESBYTERIAN CHURCH 4510 PALM VALLEY RD PONTE VEDRA FL 32082 NONE PUBLIC CHARITY OPERATIONAL 2500 TAG CHILDREN'S MUSEUM OF ST AUGUSTINE 76 SUITE 105 DOCKSIDE DR ST AUGUSTINE FL 32084 NONE PUBLIC CHARITY OPERATIONAL 40000 THE ALS ASSOC FLORIDA CHAPTER 3242 PARKSIDE CENTER CIRCLE TAMPA FL 33619 NONE PUBLIC CHARITY OPERATIONAL 5000 THE HARLEM SCHOOL OF THE ARTS INC 645 SAINT NICHOLAS AVENUE NEW YORK NY 10030 NONE PUBLIC CHARITY OPERATIONAL 5000 THE NOGUCHI MUSEUM 32-37 VERNON BLVD LONG ISLAND CITY NY 11106 NONE PUBLIC CHARITY OPERATIONAL 6000 TUNNEL TO TOWERS FOUNDATION 2361 HYLAN BLVD STATEN ISLAND NY 10306 NONE PUBLIC CHARITY OPERATIONAL 1000 UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE FL 32604 NONE PUBLIC CHARITY OPERATIONAL 1000 YMCA 433 N MILLS AVENUE ORLANDO FL 32803 NONE PUBLIC CHARITY OPERATIONAL 40000 YOUNG LIFE PO BOX 3257 PONTE VEDRA BEACH FL 32004 NONE PUBLIC CHARITY OPERATIONAL 5000 163000 0 14 39841 18 40840 0 80681 0 80681 0 0 0 0 0 0 0 0 0 0 FINANCIAL SERVICES FEE 81 0 81 THE NEWMAN FAMILY FOUNDATIONFORM 990-PF EIN 59-3560674TAX PERIOD ENDED: 12/31/10SUPPLEMENTAL 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 NEWMAN FOUNDATION 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): ___________________________________ 24822.03 OW FIXED INCOME FUND 274526 252936 46827.09 OW FIXED INCOME FUND 523793 477168 12056.32 OW ALL CAP CORE FD 175367 278018 19384.72 OW ALL CAP CORE FD 237505 447011 5535.95 OW CREDIT INCOME FUND 54438 44896 9266.04 OW CREDIT INCOME FUND 92660 75147 22687.46 OW LARGE CAP STRATEGIES FD 282065 393854 40848.77 OW LARGE CAP STRATEGIES FD 442720 709134 7728.42 OW SMALL & MIDCAP STRAT FD 102860 119249 13307.10 OW SMALL & MIDCAP STRAT FD 138877 205328 FLORIDA DEPARTMENT OF STATE 61 0 61 INVESTMENT SERVICES FEE 3300 0 3300