2025-10-07T09:55:43-05:00 2024-12-31 132792165 BESSEMER TRUST 1225 FRANKLIN AVENUE SUITE 500 GARDEN CITY NY 11530 990PF 2024-01-01 136111530 NORWOOD FOUNDATION INC NORW 5165089623 CO BESSEMER 1225 FRANKLIN AVE 50 GARDEN CITY NY 11530 TOWNSEND BANCROFT PRESIDENT 5165089623 2025-10-07 0 GABRIELLA FASCIANA P01782862 2127089216 2024 2025-03-06 01:10:19Z X 3586694 X X 49763 49763 192796 315730 192796 242559 242559 0 0 0 2750 0 2750 180 120 60 1820 0 0 250 0 250 5000 120 3060 145030 145030 150030 120 148090 92529 242439 11085 -1096 -1096 32934 25151 25151 62 3107557 3194108 3562639 3151638 3218163 3586694 31000 31000 0 X 3120638 3218163 0 0 0 0 3120638 3218163 3151638 3218163 3120638 92529 5000 3218167 4 3218163 PUBLICLY TRADED SECURITIES P 155450 122934 32516 32516 CAPITAL GAINS DIVIDENDS P 160280 160280 160280 192796 3370 0 3370 0 3370 900 0 4000 0 4900 X 0 1530 1530 0 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 3486103 45794 0 3531897 0 0 3531897 52978 3478919 173946 173946 3370 3370 170576 0 170576 0 170576 148090 0 148090 170576 148075 0 0 148090 148075 0 0 15 0 0 0 0 0 0 0 0 170561 0 0 0 X 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 FIELD SCHOOL 2090 STADIUM DRIVE BOZEMAN MT 59715 N/A PUBLIC CHARITY GENERAL PURPOSE 7530 BOZEMAN HEALTH FOUNDATION 931 HIGHLAND BLVD SUITE 3200 BOZEMAN MT 59715 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 BROMLEY OUTING CLUB 144 BROMLEY LODGE ROAD PERU VT 05152 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 BRUNSWICK SCHOOL 100 MAHER AVE GREENWICH CT 06830 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 COLD SPRING HARBOR LAB ONE BUNGTOWN ROAD COLD SPRING HARBOR NY 11724 N/A PUBLIC CHARITY GENERAL PURPOSE 1000 COMMUNITY FOUNDATION OF OYSTER BAY 45 EAST MAIN STREET OYSTER BAY NY 11771 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 DUKE UNIVERSITY 905 W MAIN ST DURHAM NC 27701 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 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 GREEN VALE SCHOOL 250 VALENTINES LANE OLD BROOKVILLE NY 11545 N/A PUBLIC CHARITY GENERAL PURPOSE 1000 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 7500 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 NEW YORK HOSPITAL 525 EAST 68TH STREET NEW YORK NY 10065 N/A PUBLIC CHARITY GENERAL PURPOSE 10000 NORTH SHORE HOSPITAL 2000 MARCUS AVENUE NEW HYDE PARK NY 11042 N/A PUBLIC CHARITY GENERAL PURPOSE 17500 OLD WESTBURY GARDENS 71 OLD WESTBURY ROAD OLD WESTBURY NY 11568 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 PARRISH ART MUSEUM 279 MONTAUK HWY WATER MILL NY 11976 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 PBS 1225 SOUTH CLARK STREET ARLINGTON VA 22202 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 2500 PIPING ROCK SCHOLARSHIP FUND 150 PIPING ROCK RD LOCUST VALLEY NY 11560 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 RONALD MCDONALD HOUSE GREATER HUDSON VALLEY 80 WOODS ROAD VALHALLA NY 10595 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 SHRINER'S HOSPITAL 3351 N BROAD STREET PHILADELPHIA PA 19140 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 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 ST JUDE'S 501 ST JUDE PLACE MEMPHIS TN 38105 N/A PUBLIC CHARITY GENERAL PURPOSE 5000 TEACHING MATTERS 475 RIVERSIDE DRIVE NEW YORK NY 10115 N/A PUBLIC CHARITY GENERAL PURPOSE 7500 THE SOUTHAMPTON ANIMAL SHELTER 102 OLD RIVERHEAD ROAD W HAMPTON BAYS NY 11946 N/A PUBLIC CHARITY GENERAL PURPOSE 2500 145030 0 14 49763 18 192796 0 242559 0 242559 0 0 0 0 0 0 0 0 0 0 FINANCIAL SERVICES FEES-BESSEMER 2750 0 2750 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): ______________________________ 71,976.889 OW FIXED INCOME FUND 818184 719049 26,002.341 OW CREDIT INCOME FUND 252107 203858 70,692.407 OW LARGE CAP STRATEGIES FD 1081474 1401830 28,969.222 OW SMALL & MIDCAP STRAT FD 448373 463507 30,632.731 OW ALL CAP CORE FD 593970 774395 ROUNDING 4 NYS ANNUAL FILING FEE 250 0 250 FRAUD CLAIM REFUND 5000 INVESTMENT MANAGEMENT FEES-BESSEMER 180 120 60 ESTIMATED TAXES 900 0 0 PRIOR YEAR TAX LIABILITY 920 0 0