2024-11-05T09:57:21-06:00 2023-12-31 132792165 BESSEMER TRUST CO NA 100 WOODBRIDGE CENTER DRIVE WOODBRIDGE NJ 070951911 990PF 2023-01-01 472525915 STEVEN AND LAURA MAYER FAMILY FOUNDATION STEV 5165089623 CO BESSEMER TR 1225 FRANKLIN AVE GARDEN CITY NY 11530 Steven Mayer President 3108269200 2024-11-05 1 ROSEANN DEFINA P01621338 5165089623 2023 2024-10-15 13:58:12Z X 1801152 X 999082 22829 22829 9353 1083771 681993 1000 0 1032264 704822 0 0 0 670 0 670 9 9 0 75 0 75 754 9 745 388729 388729 389483 9 389474 642781 704813 -9258 2685 7685 430343 615948 734651 712749 1157983 1058816 1133834 1776616 1801152 0 0 X 0 0 0 0 1133834 1776616 1133834 1776616 1133834 1776616 1133834 642781 1 1776616 0 1776616 PUBLICLY TRADED SECURITIES NN7796 4899 5057 -158 -158 PUBLICLY TRADED SECURITIES NN7796 DONATED SALES 998188 326442 671746 671746 PUBLICLY TRADED SECURITIES NN778 34 34 34 PUBLICLY TRADED SECS NON DONATED NN7796 P 68153 70279 -2126 -2126 Capital Gains Dividends P 12497 12497 12497 681993 9797 0 9797 0 9797 5850 0 4500 0 10350 0 553 553 0 0 0 0 0 0 0 0 0 0 0 1 1 CA 1 0 0 0 0 1 N/A STEVEN MAYER 5165089623 C/O BESSEMER TRUST 1225 FRANKLIN AVE 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 Steven Mayer C/O BESSEMER TRUST 10250 CONSTELLAT ON BLVD SUITE 2600 Los Angeles CA 90067 Director/President/Treasur 1.00 0 0 0 Laura Mayer C/O BESSEMER TRUST 10250 CONSTELLAT ON BLVD SUITE 2600 Los Angeles CA 90067 Director 1.00 0 0 0 NONE 0 NONE 0 0 1166116 5360 0 1171476 0 0 1171476 17572 1153904 57695 57695 9797 9797 47898 0 47898 0 47898 389474 0 389474 47898 0 0 685513 1131930 297436 272615 305229 2692723 389474 0 0 0 47898 341576 0 0 3034299 0 0 0 0 0 0 685513 2348786 1131930 297436 272615 305229 341576 Steven Mayer Laura Mayer X American Cancer Society 156 W State St Trenton NJ 08625 NA PC Unrestricted grant to further the organization's exempt purpose 500 American Civil Liberties Union 3600 Clipper Mill Rd Suite 350 Baltimore MD 21211 N/A PC Unrestricted grant to further the organization's exempt purpose 1000 American Foundation - Suicide Prevention 199 Water Street 11th Floor New York NY 10038 N/A PC Contribution in honor of Tyler Daugherty 1000 American Friends of Magen David Adom 20 W 36th St New York NY 10018 N/A PC Unrestricted grant to further the organization's exempt purpose 10000 American Jewish Congress 191 Mountauk Highway Southampton Water Mill NY 11976 N/A PC Unrestricted grant to further the organization's exempt purpose 500 American Red Cross 2025 East Street NW Washington DC 20006 N/A PC Unrestricted grant to further the organization's exempt purpose 1000 Beekeepers Guild of Santa Barbara PO Box 6057 Santa Barbara CA 93160 N/A PC Unrestricted grant to further the organization's exempt purpose 2000 California Rangeland Trust 1225 H Street Sacramento CA 95814 N/A PC Unrestricted grant to further the organization's exempt purpose 3000 Camp Ronald McDonald for Good Times 56400 Apple Canyon Road MOUNTAIN CENTER CA 92561 N/A PC Unrestricted grant to further the organization's exempt purpose 1000 Catholic Charities Santa Barbara County 609 E Haley Street Santa Barbara CA 93103 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 Charity Water 40 Worth Street Suite 829 New York NY 10013 N/A PC Unrestricted grant to further the organization's exempt purpose 25000 Children's Hospital Los Angeles 4650 Sunset Blvd 29 Los Angeles CA 90027 N/A PC Unrestricted grant to further the organization's exempt purpose 3000 City of Hope 1500 East Duarte Road Duarte CA 91010 N/A PC Unrestricted grant to further the organization's exempt purpose 3000 CSC 520 Walnut Street Suite 1170 Philadelphia PA 19106 N/A PC Unrestricted grant to further the organization's exempt purpose 679 Doctors Without Borders 333 Seventh Avenue 2nd Floor New York NY 100015004 N/A PC Unrestricted grant to further the organization's exempt purpose 35000 Educational Alliance 197 East Broadway New York NY 10002 N/A PC Unrestricted grant to further the organization's exempt purpose 1000 Elton John Aids Foundation 584 Broadway RM 906 New York NY 10012 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 Equal Justice Initiative 122 Commerce Street Montgomery AL 36104 N/A PC Unrestricted grant to further the organization's exempt purpose - In honor of Bryan Stevenson 5000 Everytown for Gun Safety PO Box 3886 New York NY 10163 N/A PC Unrestricted grant to further the organization's exempt purpose 25000 Feeding America 35 E Wacker Drive Suite 2000 Chicago IL 60601 N/A PC Unrestricted grant to further the organization's exempt purpose 15000 Fibrolamellar Cancer Foundation 20 Horseneck Lane 2nd Floor Greenwich CT 06830 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 Food Bank of Santa Barbara County 490 W Foster Road Santa Maria CA 93455 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 Foundation for the Compton Community College 1111 E Artesia Blvd Compton CA 90221 N/A PC Pat Meade Memorial Scholarship 1000 Friends of the Arson Watch & Disaster Services Inc PO Box 197 Topanga CA 90290 N/A PC Unrestricted grant to further the organization's exempt purpose 1000 Friends of the Israel Defense Forces (FIDF) 6505 Wilshire Blvd Suite 625 Los Angeles CA 90048 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 Global Green USA 11663 Weddington Street North Hollywood CA 91601 N/A PC Unrestricted grant to further the organization's exempt purpose 1000 Global Investment Foundation for Tomorrow Inc 1201 N Orange St Suite 7265 Wilmington DE 19801 N/A PC Unrestricted grant to further the organization's exempt purpose 2500 Greenway Arts Alliance 544 North Fairfax Avenue Los Angeles CA 90036 N/A PC Unrestricted grant to further the organization's exempt purpose 3000 Imagine LA 672 S Lafayette Park Place 28 Los Angeles CA 90057 N/A PC Unrestricted grant to further the organization's exempt purpose 1000 IMPACT PO Box 93607 Pasadena CA 91109 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 Isles 10 Wood Street Trenton NJ 08618 N/A PC Unrestricted grant to further the organization's exempt purpose 20000 Israel Children's Cancer Foundation (ICCF) 141 Washington Avenue Suite 205 Lawrence NY 11559 N/A PC Unrestricted grant to further the organization's exempt purpose 4000 Jewish Partisan Educational Foundation PO Box 159004 San Francisco CA 94115 N/A pc Unrestricted grant to further the organization's exempt purpose 1000 Joe Torre Safe At Home Foundation PO Box 1037 Midtown Station New York NY 10018 N/A PC Unrestricted grant to further the organization's exempt purpose 2500 Los Angeles Fire Department Foundation 1320 N Eastern Ave Los Angeles CA 90063 N/A PC Support Station 69 5000 Los Angeles Mission 303 East 5th Street Los Angeles CA 90013 N/A PC Unrestricted grant to further the organization's exempt purpose 10000 Montecito Firefighters Charitable Foundation 595 San Ysidro Road Santa Barbara CA 93108 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 N American Conf on Ethiopian Jewry 255 west 36th street suite 701 new york NY 10018 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 National Jewish Health 1400 Jackson St Denver CO 80206 N/A PC Unrestricted grant to further the organization's exempt purpose 3000 National Resources Defense Council (NRDC) 40 W 20th Street New York NY 10011 N/A PC Unrestricted grant to further the organization's exempt purpose 1000 Our Lady of Mount Carmel 1300 East Valley Raod Santa Barbara CA 93108 N/A PC Unrestricted grant to further the organization's exempt purpose 10000 Pacific Oaks College & Children's School 55 Eureka Street Pasadena CA 91103 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 Princeton University Class of 1981 PO Box 291 Princeton NJ 08544 N/A PC Unrestricted grant to further the organization's exempt purpose 1050 Princeton University Attn Annual Giving Box 46 Princeton NJ 085430046 N/A PC Unrestricted grant to further the organization's exempt purpose 50000 Ramona Convent Secondary School 1701 West Ramona Road Alhambra CA 918033080 N/A PC Unrestricted grant to further the organization's exempt purpose 15000 Return to Freedom PO Box 926 Lompoc CA 93438 N/A PC Unrestricted grant to further the organization's exempt purpose 2500 Santa Barbara Rescue Mission 535 East Yanonali Street Santa Barbara CA 93103 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 Simon Wiesenthal Center 1399 South Roxbury Drive Los Angeles CA 90035 N/A PC Unrestricted grant to further the organization's exempt purpose 2500 St Jude Children's Research Hospital 501 St Jude Place Memphis TN 381051942 N/A PC Unrestricted grant to further the organization's exempt purpose 3000 Temple Beth Torah General Fund 7435 Adams Street Ventura CA 93003 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 The Brent Shapiro Foundation 10250 Constellation Boulevard 18th Floor Los Angeles CA 90067 N/A PC Unrestricted grant to further the organization's exempt purpose 20000 The Jewish Foundation for the Righeous 80 Main Street Suite 380 West Orange NJ 07052 N/A pc Unrestricted grant to further the organization's exempt purpose 2500 The Keswell School 331 West 25th Street New York NY 10001 N/A PC Unrestricted grant to further the organization's exempt purpose 5000 UCLA Foundation PO Box 7145 Pasadena CA 91109 N/A PC Unrestricted grant to further the organization's exempt purpose 2500 Ukraine relief direct relief 6100 Wallace Becknell Road Santa Barbara Santa Barbara CA 93117 N/A PC Unrestricted grant to further the organization's exempt purpose 10000 Working Nation 10880 Whilshire Blvd Suite 2240 Los Angeles CA 900246516 N/A PC Unrestricted grant to further the organization's exempt purpose 20000 World Jewish Congress American Section 501 Madison Avenue New York NY 10022 N/A PC Unrestricted grant to further the organization's exempt purpose 1000 388729 0 14 22829 18 9353 Federal Excise Tax Refund 1000 0 33182 0 33182 0 0 0 0 0 0 0 0 0 0 X X 1 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 67797 X 2 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 160536 X 3 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 82148 X 4 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 43691 X 5 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 33748 X 6 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 38960 X 7 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 57060 X 8 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 39821 X 9 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 247111 X 10 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 48557 X 11 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 38151 X 12 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 93192 X 13 STEVEN AND LAURA MAYER C/O BESSEMER TRUST 10250 CONSTELLAT LOS ANGELES CA 90067 48310 X 1 480 SHS ALPHABET INC CLASS C 67797 2023-12-20 2 818 SHS APPLE INC 160536 2023-12-20 3 73 SHS BROADCOM INC 82148 2023-12-20 4 185 SHS EATON CORP OLC 43691 2023-12-20 5 96 SHS HOME DEPOT 33748 2023-12-20 6 232 SHS JPMORGAN CHASE & CO 38960 2023-12-20 7 100 SHS KLA CORPORATION 57060 2023-12-20 8 375 SHS MERCK & CO INC NEW 39821 2023-12-20 9 662 SHS MICROSOFT CORP 247111 2023-12-20 10 156 SHS MOTOROLA SOLUTIONS INC 48557 2023-12-20 11 628 SHS NEXTERA ENERGY INC 38151 2023-12-20 12 190 SHS NVIDIA CORP 93192 2023-12-20 13 45 SHS TE CONNECTIVITY LTD 48310 2023-12-20 103907.40 OW FIXED INCOME FUND 1157983 1058816 8551.43 OW ALL CAP CORE FD 157551 197196 22727.72 OW LARGE CAP STRATEGIES FD 314661 394553 9261.34 OW SMALL & MIDCAP STRAT FD 143736 142902 Legal Fees 670 0 670 CA CHARITY REGISTRATION FEES 75 0 75 Federal Excise Tax Refund 1000 1000 TRUNCATION 1 Investment Expenses 9 9 0 Trustee Fees 0 0 0