Form990-PF

Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter Social Security numbers on this form as it may be made public. By law, the IRS cannot redact the information on the form.
bulletInformation about Form 990-PF and its instructions is at www.irs.gov/form990pf.
OMB No. 1545-0052
2013
Open to Public Inspection
For calendar year 2013, or tax year beginning 01-01-2013 , and ending 12-31-2013
Name of foundation
BEDFORD FAMILY CHARITABLE TRUST
C/O STEVEN BEDFORD TRUSTEE

Number and street (or P.O. box number if mail is not delivered to street address)11 SHAFER ROAD   Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW HARTFORD, CT06057
A Employer identification number

86-6255502
B Telephone number (see instructions)

(860) 489-9908
C bullet
G Check all that apply:

D 1. bullet
2. bullet
E bullet
H Check type of organization:
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,488,546
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
F bullet
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet
3 Interest on savings and temporary cash investments 8,065 8,065  
4 Dividends and interest from securities...... 36,077 36,077  
5a Gross rents..............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 152,903
b Gross sales price for all assets on line 6a 678,715
7 Capital gain net income (from Part IV, line 2)... 152,903
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 49,548 49,548  
12 Total. Add lines 1 through 11........ 246,593 246,593  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,050 6,050   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions) 2,870 454   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 24,095 24,095   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 33,015 30,599   0
25 Contributions, gifts, grants paid........ 101,000 101,000
26 Total expenses and disbursements. Add lines 24 and 25 134,015 30,599   101,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 112,578
b Net investment income (if negative, enter -0-) 215,994
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2013)
Form 990-PF (2013)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing...............      
2 Savings and temporary cash investments.......... 77,296 60,215 60,215
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use...............      
9 Prepaid expenses and deferred charges...........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)........ 912,377 Click to see attachment1,087,253 1,362,014
c Investments—corporate bonds (attach schedule)........ 51,747 Click to see attachment43,150 48,813
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans..............      
13 Investments—other (attach schedule)........... 49,004 Click to see attachment12,384 17,504
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,090,424 1,203,002 1,488,546
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable...................    
19 Deferred revenue..................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).......... 0 0
Net Assets or Fund Balances bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................... 1,090,424 1,203,002
25 Temporarily restricted................    
26 Permanently restricted................    
bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds.........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see page 17 of the
instructions).................... 1,090,424 1,203,002
31 Total liabilities and net assets/fund balances (see page 17 of
the instructions).................. 1,090,424 1,203,002
Part III Analysis of Changes in Net Assets or Fund Balances
1 Total net assets or fund balances at beginning of year—Part II, column (a), line 30 (must agree
with end-of-year figure reported on prior year’s return)............... 1 1,090,424
2 Enter amount from Part I, line 27a..................... 2 112,578
3 Other increases not included in line 2 (itemize) bullet 3 0
4 Add lines 1, 2, and 3.......................... 4 1,203,002
5 Decreases not included in line 2 (itemize) bullet 5 0
6 Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30. 6 1,203,002
Form 990-PF (2013)
Form 990-PF (2013)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b) How acquired
P—Purchase
D—Donation
(c) Date acquired
(mo., day, yr.)
(d) Date sold
(mo., day, yr.)
1 a 200 FREEPORT-MCMORAN COPPER P 2012-03-16 2013-01-04
b 1446.5810 PIMCO REAL ESTATE P 2013-07-01 2013-09-11
c 150 QUALCOMM INC P 2013-01-04 2013-04-29
d 402.3230 PIMCO REAL ESTATE P 2011-07-01 2013-09-11
e 200 TEVA PHARMACEUTICAL P 2011-12-16 2013-08-07
100 CELGENE CORP P 2007-10-15 2013-04-29
300 CENTURYLINK INC P 2010-04-01 2013-11-08
10000 GENL MOTORS ACCEPT CORP P 2007-08-15 2013-08-15
200 ISHARES MSCI BRAZIL P 2011-07-01 2013-02-19
1000 JP MORGAN CHASE P 2008-08-14 2013-09-03
700 MEDICAL PROPERTIES TRUST P 2011-07-01 2013-04-12
700 MICROSOFT CORP P 2011-07-01 2013-01-04
100 NEXEN INC P 2009-01-23 2013-03-28
5494.4730 PIMCO REAL ESTATE P 2011-07-01 2013-09-11
0.26 KINDER MORGAN P 2010-05-04 2013-05-02
500 LINN ENERGY LLC P 2008-10-24 2013-05-21
0.3337 GENERAL MOTORS CO P 2013-12-23 2013-12-20
0.9397 GENERAL MOTORS CO P 2013-12-23 2013-12-20
0.9397 GENERAL MOTORS CO P 2013-12-20 2013-12-20
100 ZIONS BANCORP P 2010-12-07 2013-09-16
10 ATMOS ENERGY CORP P 2013-06-26 2013-09-12
10 ATMOS ENERGY CORP P 2013-06-26 2013-10-24
10 ATMOS ENERGY CORP P 2013-06-26 2013-12-18
25 DOMINION RES INC P 2013-05-28 2013-08-26
30 DOMINION RES INC P 2013-05-28 2013-08-27
20 DOMINION RES INC P 2013-05-28 2013-09-12
20 DOMINION RES INC P 2013-05-28 2013-12-18
20 ENBRIDGE INC P 2013-05-28 2013-12-18
25 ENBRIDGE INCOME FD HOLDINGS P 2013-05-28 2013-12-18
5 ENBRIDGE INCOME FD HOLDINGS P 2013-05-28 2013-12-18
10 INTER PIPELINE LTD P 2013-09-12 2013-12-18
10 INTER PIPELINE LTD P 2013-09-12 2013-12-18
10 ITC HOLDINGS CORP P 2013-05-28 2013-10-24
10 KINDER MORGAN INC P 2013-05-28 2013-12-18
0.2816 KINDER MORGAN MGMT LLC P 2013-08-14 2013-08-14
10 KINDER MORGAN MGMT LLC P 2013-05-28 2013-10-24
0.1497 KINDER MORGAN MGMT LLC P 2013-11-14 2013-11-14
20 KINDER MORGAN MGMT LLC P 2013-05-28 2013-12-18
20 NATIONAL GRID PLC P 2013-05-28 2013-09-12
90 NATIOANL GRID PLC P 2013-05-28 2013-10-24
20 NATIONAL GRID PLC P 2013-05-28 2013-12-18
10 NORTHEAST UTILITIES P 2013-05-28 2013-10-24
20 NORTHEAST UTILITIES P 2013-05-28 2013-12-18
30 NRG YIELD INC P 2013-08-26 2013-10-24
30 NRG YIELD INC P 2013-07-01 2013-12-18
290 ONEOK INC P 2012-09-06 2013-05-28
170 PEMBINA PIPLINE CORP P 2013-07-01 2013-09-12
20 QUESTAR CORP P 2013-05-28 2013-12-18
10 THE SOUTHERN COMPANY P 2013-05-28 2013-10-24
10 THE SOUTHERN COMPANY P 2013-05-28 2013-12-18
30 TRANSCANADA CORP P 2013-05-28 2013-12-18
80 UGI CORP P 2013-05-28 2013-09-12
20 UGI CORP P 2013-05-28 2013-10-24
10 ITC HOLDINGS CORP P 2013-05-28 2013-12-18
20 UGI CORP P 2013-05-28 2013-12-18
30 WILLIAMS COMPANIES P 2013-05-28 2013-09-12
30 WILLIAMS COMPANIES P 2013-05-28 2013-12-18
100 ROYAL DUTCH SHELL PLC P 2012-03-16 2013-05-28
200 B P PRUDHOE BAY P 2010-05-24 2013-05-28
250 CHEVRON CORP P 2002-10-31 2013-05-28
300 CONOCOPHILLIPS P 2002-10-09 2013-05-28
200 CONSOLIDATED EDISON INC P 2006-09-15 2013-05-28
266 DUKE ENERGY CORP P 2011-07-01 2013-05-28
200 ENCANA CORP P 2005-04-04 2013-05-28
10 NEXTERA ENERGY INC P 2008-11-13 2013-09-12
10 NEXTERA ENERGY INC P 2008-11-13 2013-12-18
70 ACCESS MIDSTREAM PARTNERS LP P 2013-05-28 2013-09-12
10 ACCESS MIDSTREAM PARTNERS LP P 2013-05-28 2013-10-24
10 ACCESS MIDSTREAM PARTNERS LP P 2013-05-28 2013-12-18
10 ALLIANCE HOLDINGS GP LP P 2013-05-28 2013-09-12
70 ALLIANCE RESOURCES PARTNERS LP P 2013-05-28 2013-09-12
20 ALLIANCE RESOURCES PARTNERS LP P 2013-05-28 2013-12-18
20 AMERIGAS PARTNERS LP P 2013-05-28 2013-10-24
20 AMERIGAS PARTNERS LP P 2013-05-28 2013-12-18
40 BOARDWALK PIPELINE PARTNERS LP P 2012-09-06 2013-05-28
390 BOARDWALK PIPELINE PARTNERS LP P 2013-07-01 2013-05-28
110 BUCKEYE PARTNERS L P P 2012-09-06 2013-05-28
380 BUCKEYE PARTNERS L P P 2013-07-01 2013-05-28
40 DCP MIDSTREAM PARTNERS LP P 2012-09-26 2013-05-28
300 DCP MIDSTREAM PARTNERS LP P 2013-07-01 2013-05-28
350 EL PASO PIPELINE PARTNERS LP P 2011-12-29 2013-05-28
20 EL PASO PIPELINE PARTNERS LP P 2011-12-29 2013-09-12
700 ENBRIDGE ENERGY PARTNERS LP P 2012-09-06 2013-05-28
0.6970 ENBRIDGE ENERGY MNGMT LLC P 2013-08-14 2013-08-14
20 ENBRIDGE ENERGY MNGMT LLC P 2013-05-28 2013-10-24
0.0521 ENBRIDGE ENERGY MNGMT LLC P 2013-11-14 2013-11-14
57 ENBRIDGE ENERGY MNGMT LLC P 2013-05-28 2013-12-18
3 ENBRIDGE ENERGY MNGMT LLC P 2013-05-28 2013-12-18
20 ENERGY TRANSFER EQUITY P 2013-05-28 2013-09-12
20 ENERGY TRANSFER EQUITY P 2013-05-28 2013-12-18
230 ENERGY TRANSFER PARTNERS LP P 2003-06-03 2013-05-28
20 ENTERPRISE PRODUCTS PARTNERS P 2008-10-24 2013-09-12
40 ENTERPRISE PRODUCTS PARTNERS P 2008-10-24 2013-10-24
20 EQT MIDSTREAM PARTNER LP P 2013-05-28 2013-09-12
20 EQT MIDSTREAM PARTNER LP P 2013-05-28 2013-12-18
60 HOLLY ENERGY PARTNERS LP P 2013-05-28 2013-09-12
20 HOLLY ENERGY PARTNERS LP P 2013-05-28 2013-12-18
341 KINDER MORGAN ENERGY P 2013-07-01 2013-05-28
550 MAGELLAN MIDSTREAM PRTNS P 2013-07-01 2013-05-28
30 MAGELLAN MIDSTREAM PRTNS P 2011-08-12 2013-09-12
10 MAGELLAN MIDSTREAM PRTNS P 2011-08-12 2013-10-24
30 MAGELLAN MIDSTREAM PRTNS P 2011-08-12 2013-12-18
140 MPLX LP P 2013-07-01 2013-09-12
40 NGL ENERGY PARTNERS LP P 2013-05-28 2013-12-18
40 ONEOK PARTNERS L P P 2013-05-28 2013-09-12
10 ONEOK PARTNERS L P P 2013-05-28 2013-10-24
950 PAA NATURAL GAS STORA LP P 2011-12-29 2013-05-28
30 PLAINS ALL AMERICAN PIPELINE LP P 2004-07-14 2013-09-12
10 PLAINS ALL AMERICAN PIPELINE LP P 2004-07-14 2013-10-24
250 SPECTRA ENERGY PARTNERS LP P 2011-08-10 2013-05-28
60 SPECTRA ENERGY PARTNERS LP P 2013-07-01 2013-09-12
10 SPECTRA ENERGY PARTNERS LP P 2011-08-12 2013-10-24
170 SUBURBAN PROPANE PARTNERS LP P 2009-12-17 2013-05-28
230 SUBURBAN PROPANE PARTNERS LP P 2009-12-17 2013-10-24
300 SUNOCO LOGISTICS PARTNERSHIP LP P 2011-08-10 2013-05-28
40 TC PIPELINES P 2011-08-10 2013-09-12
10 TC PIPELINES P 2011-08-10 2013-10-24
20 TEEKAY LNG PARTNERS LP P 2013-05-28 2013-09-12
30 TEEKAY LNG PARTNERS LP P 2013-05-28 2012-12-18
600 TEEKAY OFFSHORE PARTNERS LP P 2009-12-17 2013-05-28
10 TRANSMONTAIGNE PARTNERS LP P 2013-05-28 2013-09-12
10 TRANSMONTAIGNE PARTNERS LP P 2013-05-28 2013-12-18
300 WESTERN GAS PARTNERS LP P 2013-07-01 2013-05-28
240 WILLIAMS PARTNERS LP P 2011-08-16 2013-05-28
CAPITAL GAINS DIVIDENDS P    
(e) Gross sales price (f) Depreciation allowed
(or allowable)
(g) Cost or other basis
plus expense of sale
(h) Gain or (loss)
(e) plus (f) minus (g)
a 7,069   7,713 -644
b 5,193   6,249 -1,056
c 9,294   9,548 -254
d 1,444   1,830 -386
e 7,720   8,529 -809
11,894   7,401 4,493
9,525   10,698 -1,173
10,000   9,227 773
11,300   13,480 -2,180
25,000   25,000 0
10,552   6,199 4,353
18,795   19,464 -669
2,500   1,860 640
19,725   23,403 -3,678
23   15 8
17,596   7,500 10,096
14     14
30     30
22     22
2,500   2,494 6
402   401 1
437   401 36
446   401 45
1,466   1,452 14
1,755   1,742 13
1,205   1,162 43
1,280   1,162 118
835   835 0
541   628 -87
108   108 0
236   243 -7
236   236 0
989   890 99
339   408 -69
23     23
779   853 -74
11     11
1,444   1,676 -232
1,171   1,262 -91
5,655   5,681 -26
1,261   1,262 -1
428   427 1
831   853 -22
1,102   843 259
1,186   841 345
13,741   13,172 569
5,358   5,664 -306
454   494 -40
422   452 -30
405   452 -47
1,326   1,449 -123
3,083   3,196 -113
830   799 31
936   890 46
798   799 -1
1,064   1,109 -45
1,104   1,109 -5
6,780   7,155 -375
17,408   18,021 -613
31,733   8,463 23,270
18,994   5,266 13,728
11,729   9,158 2,571
18,177   9,209 8,968
3,902   3,744 158
795   473 322
831   473 358
3,267   3,087 180
517   441 76
504   441 63
613   645 -32
5,426   5,331 95
1,488   1,523 -35
895   947 -52
852   852 0
1,253   1,085 168
12,217   10,129 2,088
7,620   5,369 2,251
26,322   23,299 3,023
1,983   1,713 270
14,870   11,742 3,128
15,060   12,218 2,842
828   698 130
21,615   19,950 1,665
20     20
590   610 -20
1     1
1,553   1,708 -155
82   82 0
1,262   1,213 49
1,559   1,213 346
11,885   848 11,037
1,176   403 773
2,546   806 1,740
981   1,004 -23
1,080   1,004 76
2,037   2,285 -248
616   762 -146
30,106   21,289 8,817
29,771   15,809 13,962
1,645   892 753
600   297 303
1,757   892 865
5,044   5,386 -342
1,255   1,176 79
2,114   2,153 -39
556   538 18
20,243   17,538 2,705
1,528   507 1,021
527   169 358
9,147   6,790 2,357
2,530   1,654 876
448   280 168
8,243   7,825 418
11,003   10,586 417
19,115   8,250 10,865
1,910   1,760 150
508   440 68
855   888 -33
1,191   1,332 -141
20,128   7,955 12,173
411   441 -30
400   441 -41
18,528   10,348 8,180
12,684   12,844 -160
1,518     1,518
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l) Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i) F.M.V. as of 12/31/69 (j) Adjusted basis
as of 12/31/69
(k) Excess of col. (i)
over col. (j), if any
a       -644
b       -1,056
c       -254
d       -386
e       -809
      4,493
      -1,173
      773
      -2,180
      0
      4,353
      -669
      640
      -3,678
      8
      10,096
      14
      30
      22
      6
      1
      36
      45
      14
      13
      43
      118
      0
      -87
      0
      -7
      0
      99
      -69
      23
      -74
      11
      -232
      -91
      -26
      -1
      1
      -22
      259
      345
      569
      -306
      -40
      -30
      -47
      -123
      -113
      31
      46
      -1
      -45
      -5
      -375
      -613
      23,270
      13,728
      2,571
      8,968
      158
      322
      358
      180
      76
      63
      -32
      95
      -35
      -52
      0
      168
      2,088
      2,251
      3,023
      270
      3,128
      2,842
      130
      1,665
      20
      -20
      1
      -155
      0
      49
      346
      11,037
      773
      1,740
      -23
      76
      -248
      -146
      8,817
      13,962
      753
      303
      865
      -342
      79
      -39
      18
      2,705
      1,021
      358
      2,357
      876
      168
      418
      417
      10,865
      150
      68
      -33
      -141
      12,173
      -30
      -41
      8,180
      -160
      1,518
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 152,903
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 . . . . . . . . . . . . . . . .
Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see page 18 of the instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in)
(b)
Adjusted qualifying distributions
(c)
Net value of noncharitable-use assets
(d)
Distribution ratio
(col. (b) divided by col. (c))
2012 80,000 1,357,028 0.058952
2011 102,254 1,357,544 0.075323
2010 90,000 1,304,523 0.068991
2009 80,000 1,099,106 0.072786
2008      
2 Total of line 1, column (d) ...................... 2 0.276052
3 Average distribution ratio for the 5-year base period—divide the total on line 2 by 5, or by
the number of years the foundation has been in existence if less than 5 years
. . .
3 0.069013
4 Enter the net value of noncharitable-use assets for 2013 from Part X, line 5..... 4 1,442,944
5 Multiply line 4 by line 3....................... 5 99,582
6 Enter 1% of net investment income (1% of Part I, line 27b)........... 6 2,160
7 Add lines 5 and 6......................... 7 101,742
8 Enter qualifying distributions from Part XII, line 4.............. 8 101,000
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See
the Part VI instructions.
Form 990-PF (2013)
Form 990-PF (2013)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see page 18 of the instructions)
1a Bulletand enter “N/A" on line 1. Bracket
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b 1 4,320
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2............................ 3 4,320
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-). 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,320
6 Credits/Payments:
a 2013 estimated tax payments and 2012 overpayment credited to 2013 6a 1,480
b Exempt foreign organizations—tax withheld at source....... 6b
c Tax paid with application for extension of time to file (Form 8868) 6c 2,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,480
8 Enter any penalty for underpayment of estimated tax. if Form 2220 is attached. Click to see attachment 8 14
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 854
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2014 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes (see page 19 of
the instructions for definition)?............................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c), and Part XV.
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletAZ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2013 or the taxable year beginning in 2013 (see instructions for Part XIV)?
    If "Yes," complete Part XIV.............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names and addresses.
    10
     
    No
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. (see instructions) .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement (see instructions).................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletALAN L GOLDBERG CPA Telephone no.bullet (212) 867-1776
    Located atbullet216 EAST 45TH STREET - SUITE 1101NEW YORKNY ZIP+4bullet10017
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041.........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ......bullet
    15  
    16 At any time during calendar year 2013, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country?
    16   No
    See instructions for exceptions and filing requirements for Form TD F 90-22.1. If "Yes", enter the name of the
    foreign country bullet  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 5
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?.........................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?.................
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).........
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance (see page 20 of the instructions)?...
    1b
     
     
    .........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2013?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2013, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2013?...............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?.........................
    b
    If "Yes," did it have excess business holdings in 2013 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2013.)....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2013?
    4b
     
    No
    5a
    During the year did the foundation pay or incur any amount to:
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?...............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 509(a)(1), (2), or (3), or section 4940(d)(2)? (see instructions)........
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?........
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance (see instructions)? ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?............
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?........................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract?....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If yes, did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 6
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation (see instructions).
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to
    employee benefit plans
    and deferred compensation
    (e) Expense account,
    other allowances
    CLAY PATRICK BEDFORD JR TRUSTEE AND PRESIDENT
    1.00
    0 0 0
    AYERS LAKE FARM 557 ROUTE 202
    BARRINGTON,NH03825
    PETER BENJAMIN BEDFORD TRUSTEE
    1.00
    0 0 0
    AYERS LAKE FARM 557 ROUTE 202
    BARRINGTON,NH03825
    STEVEN BEDFORD TRUSTEE
    1.00
    0 0 0
    11 SHAFER ROAD
    NEW HARTFORD,CT06057
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1
     
    2  
    3  
    4  
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 7
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See page 24 of the instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations,
    see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
     
    b
    Average of monthly cash balances.......................
    1b
     
    c
    Fair market value of all other assets (see instructions)................
    1c
     
    d
    Total (add lines 1a, b, and c).........................
    1d
     
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
     
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
     
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
     
    6
    Minimum investment return. Enter 5% of line 5..................
    6
     
    Part XI
    Distributable Amount bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    72,147
    2a
    Tax on investment income for 2013 from Part VI, line 5......
    2a
    4,320
    b
    Income tax for 2013. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,320
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    67,827
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    67,827
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII,
    line 1................................
    7
    67,827
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
     
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b (see instructions).................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
     
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 8
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2012
    (c)
    2012
    (d)
    2013
    1 Distributable amount for 2013 from Part XI, line 7 67,827
    2 Undistributed income, if any, as of the end of 2013:
    a Enter amount for 2012 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2013:
    a From 2008.......  
    b From 2009....... 25,591
    c From 2010....... 25,291
    d From 2011....... 35,867
    e From 2012....... 78,688
    fTotal of lines 3a through e......... 165,437
    4Qualifying distributions for 2013 from Part
    XII, line 4: bullet$ 101,000
    a Applied to 2012, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions)......
    0
    c Treated as distributions out of corpus (Election
    required—see instructions).........
    0
    d Applied to 2013 distributable amount..... 67,827
    e Remaining amount distributed out of corpus 33,173
    5 Excess distributions carryover applied to 2013. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 198,610
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ...........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2012. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2013. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2014 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (see
    instructions) .............
    0
    8Excess distributions carryover from 2008 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2014.
    Subtract lines 7 and 8 from line 6a ......
    198,610
    10 Analysis of line 9:
    a Excess from 2009.... 25,591
    b Excess from 2010.... 25,291
    c Excess from 2011.... 35,867
    d Excess from 2012.... 78,688
    e Excess from 2013.... 33,173
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 9
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2013, enter the date of the ruling.......bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2013 (b) 2012 (c) 2011 (d) 2010
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used
    directly for active conduct of exempt activities ...........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the organization had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CLAY P BEDFORD CO-TRUSTEE
    AYERS LAKE FARM 557 ROUTE 202
    BARRINGTON,NH03825
    (603) 332-5940
    bThe form in which applications should be submitted and information and materials they should include:
    THE PURPOSE OF THE CONTRIBUTION OR GRANT AND AMOUNT
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PURPOSE IS FOR SECONDARY AND HIGHER EDUCATION OR MEDICAL CARE AND RESEARCH
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 10
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    RENSSELAER POLYTECHNIC
    110 8TH STREET
    TROY,NY12180
    NOT APPLICABLE 501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 10,000
    RUSSELL SAGE COLLEGE
    65 1ST STREET
    TROY,NY12180
    NOT APPLICABLE 501(C)(3) PUBLIC SCH GENERAL CONTRIBUTION 25,000
    SAINT MARY'S COLLEGE OF CALIFORNIA
    1928 SAINT MARYS ROAD
    MORAGA,CA94575
    NOT APPLICABLE 501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 26,000
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH03301
    NOT APPLICABLE 501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 25,000
    HISTORIC NEW ENGLAND
    141 CAMBRIDGE STREET
    BOSTON,MA02114
    NOT APPLICABLE 501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 15,000
    Total .................................bullet 3a 101,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 11
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3
    Interest on savings and temporary cash investments ............
        14 8,065  
    4 Dividends and interest from securities....     14 36,077  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6
    Net rental income or (loss) from personal property .............
             
    7 Other investment income.....     01 49,548  
    8
    Gain or (loss) from sales of assets other than inventory .............
        18 152,903  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory..          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 246,593 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13246,593
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2013)
    Form 990-PF (2013)
    Page 12
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) of the Code (other than section 501(c)(3) organizations) or in section 527, relating to political
    Yes
    No
    organizations?
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) of the Code (other than section 501(c)(3)) or in section 527?...........
    b
    If "Yes," complete the following schedule.
    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer or fiduciary) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below
    (see instr.)?
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's namebullet



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    Form 990-PF (2013)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2013 AccountingFeesSchedule
    Name:
    BEDFORD FAMILY CHARITABLE TRUST
    C/O STEVEN BEDFORD TRUSTEE
    EIN: 86-6255502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,050 6,050   0

    TY 2013 InvestmentsCorpBondsSchedule
    Name:
    BEDFORD FAMILY CHARITABLE TRUST
    C/O STEVEN BEDFORD TRUSTEE
    EIN: 86-6255502
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GENERAL MOTORS CORP 7.2% 1/15 0 0
    GENERAL MOTORS ACCEPT CORP SMART NOT 0 0
    GENERAL MOTORS CORP 8.8% 3/1 0 0
    CHESAPEAKE ENERGY CORP 6.5% 8/15/17 23,125 28,063
    DEL MONTE CORP 7.625% 2/15/19 20,025 20,750

    TY 2013 InvestmentsCorpStockSchedule
    Name:
    BEDFORD FAMILY CHARITABLE TRUST
    C/O STEVEN BEDFORD TRUSTEE
    EIN: 86-6255502
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALTRIA GROUP - 400 SHARES 9,931 15,356
    AT & T INC - 700 SHARES 19,291 24,612
    B P PRUDHOE BAY ROYALTY TRUST - 200 0 0
    BRISTOL MYERS SQUIBB CO - 100 SHS 2,183 5,315
    CATERPILLAR INC - 200 SHS 8,005 18,162
    CELGENE CORP - 200 SHS 7,401 16,897
    CENTURYLINK INC - 300 SHS 0 0
    CHEVRON CORPORATION - 250 SHARES 0 0
    CONOCOPHILLIPS - 300 SHARES 0 0
    CONSOLIDATED EDISON INC - 200 SHS 0 0
    COPANO ENERGY LLC - 200 SHARES 0 0
    CORUS ENTMT INC CL B - 200 SHARES 3,540 4,836
    DU PNT EI DE NEMOURS & CO - 300 SHS 14,028 19,491
    DUKE ENERGY CORP - 266 SHARES 0 0
    EMERSON ELECTRIC CO EMR - 100 3,500 7,018
    ENCANA CORP - 200 SHARES 0 0
    HARRIS CORP DEL - 200 SHARES 8,593 13,962
    HEALTH CARE REIT INC - 200 SHARES 7,615 10,714
    ISHARES MSCI BRAZIL INDEX - 200 0 0
    ISHARES DOW JONES SELECT DIV INDEX F-600 SHS 33,165 42,810
    ISHARES TR RUSSELL 2000 VALUE - 200 10,880 19,900
    MEDICAL PROPERTIES TRUST - 700 SHS 0 0
    MERCK & CO INC - 300 SHARES 10,492 15,015
    MICROSOFT CORP - 700 SHARES 0 0
    NATIONAL HEALTH INVS INC - 200 SHS 5,511 11,220
    NEXTRA ENERGY INC - 100 SHARES 6,887 10,274
    NUCOR CORP - 200 SHARES 8,323 10,676
    PHILIP MORRIS INTL - 200 SHS 4,293 17,426
    PLAINS ALL AMERICAN PIPELINE - 200 8,802 15,531
    PROCTER & GAMBLE CO - 200 SHARES 12,684 16,282
    REYNOLDS AMERICAN INC - 900 SHARES 12,812 44,991
    SENIOR HOUSING PROPERTY TR - 300 SHS 9,256 13,338
    STARWOOD PROPERTY TR INC - 500 SHARES 10,574 13,850
    SUBURBAN PROPANE PARTNERS L.P. - 400 SHS 0 0
    TAIWAN SEMICONDUCTOR MFG CO - 500 SH 4,759 8,720
    TEEKAY OFFSHORE PARTNERS LP - 600 0 0
    WALMART STORE - 300 SHARES 15,807 23,607
    BARCLAY BANK PLC 7.75% NON-CUM 24,990 25,330
    DB CONT CAP TR 6.55% NON-CUM 10,706 12,450
    GREAT ATL & PACIFIC 9.375% 1,700 0
    HSBC HOLDINGS PLC 6.2% 9,430 9,880
    JP MORGAN CHASE 8.625% NON-CUM 0 0
    NEXEN INC 7.35% - 100 0 0
    VORNADO ROYALTY LP 7.875% 17,108 18,193
    ZIONS BANCORP 9.5% 0 0
    APPLE INC - 25 19,675 28,051
    GENERAL MOTORS CO - 79 SHS 10,541 3,392
    GENERAL MOTORS CO WARRANTS - 73 SHS 3,409 1,980
    GENERAL MOTORS CO WARRANTS - 73 SHS 3,409 1,980
    INTERDIGITAL INC - 200 SHS 10,238 5,898
    TEVA PHARMACEUTICAL - 200 SHS 0 0
    DIGITAL REALTY 7% - 500 12,500 10,855
    KKR FINL HLDGS 8.375% PFD - 400 10,000 10,724
    QWEST CORP 7.5% PFD - 500 12,500 11,715
    BOARDWALK PIPELINE PARTNERS LP - 430 SHS 0 0
    BUCKEYE PARTNERS LP - 490 SHS 0 0
    DCP MIDSTREAM PARTNERS LP - 340 SHS 0 0
    EL PASO PIPELINE PARTNERS LP - 870 SHS 16,250 19,800
    ENTERPRISE PRODUCTS PARTNERS - 600 9,382 45,747
    KINDER MORGAN ENERGY PARTNERS - 250 0 0
    MAGELLAN MIDSTREAM PRTNS - 860 SHS 6,038 15,185
    PAA NATURAL GAS STORAGE LP - 950 SHS 0 0
    SPECTRA ENERGY PARTNERS LP - 560 SHS 5,741 12,698
    SUNOCO LOGISTICS PARTNERSHIP - 300 SHS 0 0
    TC PIPELINES TCP - 290 SHS 8,130 13,076
    WESTERN GAS PARTNERS LP - 300 SHS 0 0
    WILLIAMS PARTNERS LP - 240 SHS 7,068 7,629
    ENBRIDGE ENERGY PARTNERS LP - 700 0 0
    ONEOK INC NEW OKE - 290 24,058 27,378
    ARBOR REALTY TRUST INC - 500 2,548 3,330
    ARCELORMITTAL-NY - 200 4,151 3,568
    BHP BILLITON LTD - 100 7,175 6,820
    CISCO SYSTEMS INC - 200 4,888 4,486
    GOOGLE INC - 25 17,010 28,018
    INTEL CORP - 300 15,057 15,573
    ISHARES MSCI SWEDEN - 200 5,876 7,166
    KKR & CO L P DEL - 500 SHS 9,806 12,170
    JOHNSON & JOHNSON - 200 12,500 18,318
    MOSAIC COMPANY - 100 SHS 5,895 4,727
    NEWCASTLE INVESTMENT - 400 2,472 2,296
    NEWMONT MINING CORP NEW - 200 9,880 4,606
    NOVARTIS AG - 100 5,383 8,038
    POTASH CORP OF SASKATCHEWAN INC - 100 4,666 3,296
    ROYAL DUTCH SHELL PLC - 100 0 0
    WASTE MGMT INC DEL - 100 7,446 8,974
    BGC PARTNERS 8.125% - 300 SHS 7,500 7,764
    CHARLES SCHWAB 6% - 500 SHS 12,500 10,995
    FIRST POTOMAC 7.75% - 500 SHS 12,500 12,195
    STAG INDUSTRIAL INC 9% - 700 SHS 19,210 18,592
    UNITED TECHNOLOGIES CORP - 200 10,386 13,094
    ACCESS MIDSTREAM PARTNERS LP - 90 SHARES 3,481 5,092
    ALLIANCE HOLDINGS GP LP - 180 SHARES 11,018 10,553
    ALLIANCE RESOURCES PARTNERS LP - 210 SHARES 13,860 14,630
    ALLSTATE CORP - 100 SHARES 5,265 5,454
    AMERICAN EAGLE OUTFITTERS - 300 SHARES 4,262 4,320
    AMERIGAS PARTNERS LP - 330 SHARES 13,776 14,708
    ANWORTH MORTGAGE ASSET - 500 SHARES 2,320 2,105
    ARM HOLDINGS PLC - 250 SHARES 9,604 13,683
    ATMOS ENERGY CORP - 110 SHARES 4,408 4,996
    BARRICK GOLD CORP - 500 SHARES 9,593 8,815
    BIOMED REALTY TRUST INC - 700 SHARES 15,050 12,684
    CDN IMPERIAL BK COMMERCE - 100 SHARES 8,436 8,541
    DEERE & CO - 100 SHARES 8,455 9,133
    DOMINION RES INC VA NEW - 145 SHARES 8,273 9,380
    DUNKIN BRANDS GROUP INC - 200 SHARES 9,692 9,640
    ENBRIDGE ENERGY MANAGEMENT LLC - 1039 SHARES 30,901 29,799
    ENBRIDGE INC - 110 SHARES 5,037 4,805
    ENBRIDGE INCOME FUND HOLDINGS - 330 SHARES 7,733 7,334
    ENERGY TRANSFER EQUITY - 60 SHARES 3,321 4,904
    ENERGY TRANSFER PARTNERS LP - 320 SHARES 2,015 18,320
    EQUITY MIDSTREAM PARTNER LP - 140 SHARES 6,726 8,231
    II-ISE CLOUD COMPUTING INDEX FUND - 200 SHARES 4,880 5,310
    HOLLY ENERGY PARTNERS LP - 230 SHARES 7,997 7,436
    HSBC HOLDINGS PLC - 200 SHARES 11,053 11,026
    INTER PIPELINE LTD - 300 SHARES 7,303 7,313
    INTERNATIONAL BUSINESS MACHINE CORP - 100 SHARES 19,923 18,757
    ITC HOLDINGS CORP - 100 SHARES 8,887 9,582
    KEYCORP NEW - 200 SHARES 2,644 2,684
    KINDER MORGAN INC DEL - 430 SHARES 17,334 15,480
    KINDER MORGAN MANAGEMENT LLC - 393 SHARES 32,505 29,734
    MOTORS LIQUIDATION CO - 20.48962 SHARES 0 659
    NATIONAL GRID PLC SPON ADRE NEW - 110 SHARES 6,430 7,185
    NEW RESIDENTIAL INVESTMENT CORP 0 2,672
    NGL ENERGY PARTNERS LP -380 SHARES 10,316 13,110
    NIKE INC CLASS B - 100 SHARES 6,700 7,864
    NORFOLK SOUTHERN CORP - 100 SHARES 7,625 9,283
    NORTHEAST UTILITIES - 230 SHARES 9,785 9,750
    NRG YIELD INC - 120 SHARES 3,484 4,801
    NVIDIA CORP - 200 SHARES 3,006 3,204
    QUESTAR CORP - 210 SHARES 5,174 4,828
    SOUTHERN COPPER CORP - 200 SHARES 7,777 5,742
    TEEKAY LNG PARTNERS LP - 420 SHARES 16,754 17,938
    THE SOUTHERN COMPANY - 300 SHARES 13,408 12,333
    TRANSCANADA CORP - 270 SHARES 12,697 12,328
    TRANSMONTAIGNE PARTNERS LP - 240 SHARES 8,801 10,200
    UGI CORP NEW - 300 SHARES 11,828 12,438
    VODAFONE GROUP PLC - 400 SHARES 10,314 15,724
    WALGREEN COMPANY - 200 SHARES 9,881 11,488
    WILLIAMS COMPANIES - 260 SHARES 9,467 10,028

    TY 2013 InvestmentsOtherSchedule2
    Name:
    BEDFORD FAMILY CHARITABLE TRUST
    C/O STEVEN BEDFORD TRUSTEE
    EIN: 86-6255502
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PIMCO R.E. REAL RETURN STRATE 6,981 SH AT COST 0 0
    FREEPORT-MCMORAN COPPER - 200 AT COST 0 0
    PRUDENTIAL SECTORS FDS - 379.043 SHS AT COST 12,384 17,504

    TY 2013 OtherExpensesSchedule
    Name:
    BEDFORD FAMILY CHARITABLE TRUST
    C/O STEVEN BEDFORD TRUSTEE
    EIN: 86-6255502
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 22,679 22,679   0
    OTHER INVESTMENT EXPENSES 95 95   0
    BROKER FEES 1,321 1,321   0


    TY 2013 OtherIncomeSchedule2
    Name:
    BEDFORD FAMILY CHARITABLE TRUST
    C/O STEVEN BEDFORD TRUSTEE
    EIN: 86-6255502
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 2,276 2,276 2,276
    OTHER PARTNERSHIP GAINS 214 214 214
    SEC 1231 GAIN FROM PARTNERSHIP 169 169 169
    OTHER PARTNERSHIP INCOME 46,885 46,885 46,885
    RENTAL INCOME FROM PARTNERSHIP 4 4 4


    TY 2013 TaxesSchedule
    Name:
    BEDFORD FAMILY CHARITABLE TRUST
    C/O STEVEN BEDFORD TRUSTEE
    EIN: 86-6255502
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 454 454   0
    EXCISE TAX PAID 2,416 0   0