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.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
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. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,579,484
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
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 2,693 2,693  
4 Dividends and interest from securities... 36,799 36,799  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,539
b Gross sales price for all assets on line 6a 314,279
7 Capital gain net income (from Part IV, line 2)... 5,539
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)....... 28,888 28,888  
12 Total. Add lines 1 through 11........ 73,919 73,919  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,116 1,116   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 28,456 28,442   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,572 29,558   0
25 Contributions, gifts, grants paid....... 59,477 59,477
26 Total expenses and disbursements. Add lines 24 and 25 90,049 29,558   59,477
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -16,130
b Net investment income (if negative, enter -0-) 44,361
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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......... 59,563 41,514 41,514
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)....... 1,124,683 Click to see attachment1,122,557 1,463,393
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 84,652 Click to see attachment88,697 74,577
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) 1,268,898 1,252,768 1,579,484
Liabilities 17 Accounts payable and accrued expenses.......... 854 854
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)......... 854 854
Net Assets or Fund Balances Foundations that follow SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 1,268,044 1,251,914
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here 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 instructions)..... 1,268,044 1,251,914
31 Total liabilities and net assets/fund balances (see instructions). 1,268,898 1,252,768
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
1,268,044
2
Enter amount from Part I, line 27a .....................
2
-16,130
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,251,914
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
1,251,914
Form 990-PF (2018)
Form 990-PF (2018)
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 ALLIANCE RESOURCES P 2013-06-04 2018-02-15
b ALLIANCE RESOURCES P 2013-06-11 2018-02-15
c ALLIANCE RESOURCES P 2014-08-14 2018-02-26
d ALLIANCE RESOURCES P 2014-10-20 2018-02-26
e ALLIANCE RESOURCES P 2015-07-15 2018-04-17
ALLIANCE RESOURCES P 2014-06-17 2018-02-26
ALLIANCE RESOURCES P 2015-07-15 2018-02-26
ALLIANCE RESOURCES P 2013-10-24 2018-02-21
ALLIANCE RESOURCES P 2015-07-21 2018-04-17
ALLIANCE RESOURCES P 2015-07-27 2018-05-07
ALLIANCE RESOURCES P 2013-06-11 2018-02-21
AMERICAN ELECTRIC POWER P 2016-02-08 2018-04-17
AMERICAN ELECTRIC POWER P 2016-02-08 2018-11-07
AMERICAS PARTNERS LP P 2013-06-11 2018-04-17
AMERICAS PARTNERS LP P 2013-05-28 2018-04-17
AMERICAS PARTNERS LP P 2013-06-04 2018-04-17
AMERN EAGLE OUTFITTERS P 2013-10-18 2018-06-22
BARRICKGOLD CORP P 2013-04-29 2018-10-19
BARRICKGOLD CORP P 2013-04-29 2018-10-11
BARRICKGOLD CORP P 2017-05-09 2018-09-24
BARRICKGOLD CORP P 2013-04-29 2018-11-02
BGC PARTNERS 8.125% PFD P 2012-06-21 2018-09-05
BP MIDSTREAM PARTNERS LP P 2017-12-20 2018-04-17
BP MIDSTREAM PARTNERS LP P 2017-12-12 2018-04-17
BP MIDSTREAM PARTNERS LP P 2017-12-20 2018-05-07
BRITISH AMERNTOB PLC P 2017-07-25 2018-01-08
CANADIAN UTILS LTD P 2017-05-08 2018-04-17
CANADIAN UTILS LTD P 2017-05-08 2018-04-17
CMS ENERGY CORP P 2018-02-15 2018-04-17
EMERA INC P 2017-05-08 2018-08-08
EMERA INC P 2017-05-08 2018-04-17
ENBRIDGE ENERGY CHG PARTNERS LP P 2018-09-10 2018-12-20
ENBRIDGE ENERGY CHG PARTNERS LP P 2017-11-16 2018-12-20
ENBRIDGE ENERGY CHG PARTNERS LP P 2018-02-15 2018-12-20
ENBRIDGE ENERGY MNGMT P 2015-10-16 2018-11-28
ENBRIDGE ENERGY MNGMT P 2014-10-20 2018-05-07
ENBRIDGE ENERGY MNGMT P 2014-03-12 2018-02-15
ENBRIDGE ENERGY MNGMT P 2015-07-15 2018-11-28
ENBRIDGE ENERGY MNGMT P 2014-10-29 2018-05-07
ENBRIDGE ENERGY MNGMT P 2018-05-15 2018-05-15
ENBRIDGE ENERGY MNGMT P 2014-10-20 2018-04-17
ENBRIDGE ENERGY MNGMT P 2014-10-24 2018-05-07
ENBRIDGE ENERGY MNGMT P 2014-03-12 2018-04-17
ENBRIDGE ENERGY MNGMT P 2018-08-14 2018-08-14
ENBRIDGE ENERGY MNGMT P 2015-07-27 2018-11-28
ENBRIDGE ENERGY MNGMT P 2017-09-27 2018-11-28
ENBRIDGE ENERGY MNGMT P 2016-02-08 2018-11-28
ENBRIDGE ENERGY MNGMT P 2017-05-08 2018-11-28
ENBRIDGE ENERGY MNGMT P 2015-08-07 2018-11-28
ENBRIDGE ENERGY MNGMT P 2018-02-14 2018-02-14
ENBRIDGE ENERGY MNGMT P 2015-10-21 2018-11-28
ENBRIDGE ENERGY MNGMT P 2014-10-29 2018-11-28
ENBRIDGE ENERGY MNGMT P 2015-10-13 2018-11-28
ENBRIDGE ENERGY MNGMT P 2018-11-14 2018-11-14
ENBRIDGE ENERGY MNGMT P 2015-10-26 2018-11-28
ENBRIDGE ENERGY MNGMT P 2015-07-21 2018-11-28
ENBRIDGE ENERGY PARTNERS P 2017-01-31 2018-05-14
ENBRIDGE ENERGY PARTNERS P 2017-09-27 2018-12-20
ENBRIDGE ENERGY PARTNERS P 2017-02-01 2018-05-14
ENBRIDGE ENERGY PARTNERS P 2016-02-23 2018-12-20
ENBRIDGE ENERGY PARTNERS P 2017-05-08 2018-12-20
ENBRIDGE ENERGY PARTNERS P 2017-01-25 2018-05-10
ENBRIDGE ENERGY PARTNERS P 2016-11-07 2018-05-07
ENBRIDGE ENERGY PARTNERS P 2016-11-17 2018-05-07
ENBRIDGE ENERGY PARTNERS P 2017-02-02 2018-05-14
ENBRIDGE ENERGY PARTNERS P 2017-01-30 2018-05-14
ENBRIDGE ENERGY PARTNERS P 2017-01-18 2018-05-10
ENBRIDGE ENERGY PARTNERS P 2016-02-08 2018-04-17
ENBRIDGE ENERGY PARTNERS P 2016-02-08 2018-05-07
ENBRIDGE ENERGY PARTNERS P 2016-02-08 2018-05-07
ENBRIDGE ENERGY PARTNERS P 2017-01-30 2018-05-10
ENBRIDGE ENERGY PARTNERS P 2016-11-14 2018-05-07
ENBRIDGE ENERGY PARTNERS P 2016-11-09 2018-05-07
ENBRIDGE ENERGY PARTNERS P 2017-01-18 2018-05-07
ENBRIDGE INC P 2018-05-07 2018-09-10
ENBRIDGE INC P 2018-12-20 2018-12-20
ENBRIDGE INC P 2018-12-18 2018-12-18
ENBRIDGE INC P 2018-05-14 2018-09-10
ENBRIDGE INC P 2016-03-07 2018-02-15
ENBRIDGE INC P 2018-05-17 2018-09-10
ENBRIDGE INC P 2018-05-07 2018-09-10
ENBRIDGE INC P 2017-05-08 2018-02-15
ENBRIDGE INC P 2018-05-10 2018-09-10
ENBRIDGE INC P 2018-05-07 2018-05-22
ENBRIDGE INCOME FD HLDGS P 2016-02-08 2018-11-20
ENBRIDGE INCOME FD HLDGS P 2018-02-15 2018-11-20
ENBRIDGE INCOME FD HLDGS P 2015-07-15 2018-05-22
ENBRIDGE INCOME FD HLDGS P 2013-06-27 2018-04-17
ENBRIDGE INCOME FD HLDGS P 2013-06-11 2018-04-17
ENBRIDGE INCOME FD HLDGS P 2015-07-15 2018-11-20
ENBRIDGE INCOME FD HLDGS P 2013-09-12 2018-04-17
ENBRIDGE INCOME FD HLDGS P 2014-10-20 2018-05-22
ENBRIDGE INCOME FD HLDGS P 2013-09-12 2018-05-22
ENBRIDGE INCOME FD HLDGS P 2013-05-28 2018-04-17
ENBRIDGE INCOME FD HLDGS P 2013-10-24 2018-05-22
ENBRIDGE INCOME FD HLDGS P 2015-01-12 2018-05-22
ENBRIDGE INCOME FD HLDGS P 2016-06-07 2018-11-20
ENBRIDGE INCOME FD HLDGS P 2013-06-04 2018-04-17
ENBRIDGE INCOME FD HLDGS P 2016-05-31 2018-11-20
ENBRIDGE INCOME FD HLDGS P 2017-11-16 2018-11-20
ENTERPRISE PRODUCTS PARTNERS P 2008-10-24 2018-02-15
ENTERPRISE PRODUCTS PARTNERS P 2013-05-28 2018-04-17
ENTERPRISE PRODUCTS PARTNERS P 2008-10-24 2018-04-17
ENTERPRISE PRODUCTS PARTNERS P 2013-06-11 2018-04-17
ENTERPRISE PRODUCTS PARTNERS P 2013-12-18 2018-04-17
ENTERPRISE PRODUCTS PARTNERS P 2013-06-04 2018-04-17
ENTERPRISE PRODUCTS PARTNERS P 2013-06-04 2018-04-17
EQM MIDSTREAM PARTNERLP P 2015-10-13 2018-04-17
EQM MIDSTREAM PARTNERLP P 2015-10-16 2018-04-17
EQM MIDSTREAM PARTNERLP P 2016-02-08 2018-08-08
EQM MIDSTREAM PARTNERLP P 2015-07-15 2018-04-17
EQM MIDSTREAM PARTNERLP P 2016-06-07 2018-08-08
EQM MIDSTREAM PARTNERLP P 2015-10-16 2018-08-08
EQM MIDSTREAM PARTNERLP P 2015-01-12 2018-04-17
EQM MIDSTREAM PARTNERLP P 2016-05-31 2018-08-08
EQT CORP P 2018-08-08 2018-11-20
EVERSOURCE ENERGY P 2016-10-06 2018-02-15
EXELON CORPORATION P 2018-02-15 2018-11-07
EXELON CORPORATION P 2018-02-15 2018-04-17
HOLLY ENERGY PARTNERS LP P 2013-05-28 2018-04-17
HOLLY ENERGY PARTNERS LP P 2013-10-24 2018-04-17
HOLLY ENERGY PARTNERS LP P 2015-10-26 2018-05-22
HOLLY ENERGY PARTNERS LP P 2015-10-28 2018-11-07
HOLLY ENERGY PARTNERS LP P 2015-10-26 2018-05-31
HOLLY ENERGY PARTNERS LP P 2014-06-17 2018-04-17
HOLLY ENERGY PARTNERS LP P 2015-10-26 2018-11-07
HOLLY ENERGY PARTNERS LP P 2015-07-31 2018-05-17
HOLLY ENERGY PARTNERS LP P 2014-06-18 2018-04-17
HOLLY ENERGY PARTNERS LP P 2014-06-19 2018-04-17
HOLLY ENERGY PARTNERS LP P 2015-10-13 2018-05-22
HOLLY ENERGY PARTNERS LP P 2013-06-11 2018-04-17
HOLLY ENERGY PARTNERS LP P 2015-10-21 2018-05-22
HOLLY ENERGY PARTNERS LP P 2013-06-04 2018-04-17
HOLLY ENERGY PARTNERS LP P 2015-01-12 2018-05-10
HOLLY ENERGY PARTNERS LP P 2015-01-13 2018-05-14
HOLLY ENERGY PARTNERS LP P 2014-06-20 2018-05-10
HOLLY ENERGY PARTNERS LP P 2015-01-13 2018-05-17
HOLLY ENERGY PARTNERS LP P 2014-06-20 2018-05-07
HOLLY ENERGY PARTNERS LP P 2015-10-13 2018-05-17
HOLLY ENERGY PARTNERS LP P 2015-01-12 2018-05-14
HOLLY ENERGY PARTNERS LP P 2015-07-27 2018-05-17
INTER PIPELINE LTD P 2015-07-15 2018-01-03
INTER PIPELINE LTD P 2017-05-08 2018-04-17
INTER PIPELINE LTD P 2016-10-06 2018-04-17
INTER PIPELINE LTD P 2014-10-20 2018-01-03
INTER PIPELINE LTD P 2015-01-12 2018-01-03
INTER PIPELINE LTD P 2016-02-08 2018-01-03
INTER PIPELINE LTD P 2013-10-12 2018-01-03
INTER PIPELINE LTD P 2016-05-31 2018-04-17
INTER PIPELINE LTD P 2013-09-12 2018-01-02
KINDER MORGAN INC DEL P 2014-03-12 2018-02-15
KINDER MORGAN INC DEL P 2014-03-12 2018-04-17
KINDER MORGAN INC DEL P 2014-06-17 2018-04-17
KINDER MORGAN INC DEL P 2015-08-06 2018-04-17
KINDER MORGAN INC DEL P 2017-09-27 2018-05-07
KINDER MORGAN INC DEL P 2017-01-18 2018-05-07
KINDER MORGAN INC DEL P 2016-02-08 2018-05-07
KINDER MORGAN INC DEL P 2016-02-08 2018-04-17
KINDER MORGAN INC DEL P 2017-11-16 2018-05-07
KINDER MORGAN INC DEL P 2018-01-02 2018-05-07
KINDER MORGAN INC DEL P 2015-07-24 2018-04-17
KINDER MORGAN INC DEL P 2014-03-12 2018-02-15
MAGELLAN MIDSTREAM PRTNS P 2011-08-15 2018-04-17
MAGELLAN MIDSTREAM PRTNS P 2014-10-20 2018-04-17
MPLX LP P 2018-08-30 2018-11-07
NATIONAL GRID PLC ADR P 2016-05-31 2018-04-17
NATIONAL GRID PLC ADR P 2015-03-30 2018-04-17
NATIONAL GRID PLC ADR P 2017-01-18 2018-04-17
NATIONAL GRID PLC ADR P 2017-01-18 2018-04-17
NETFLIX.COM INC P 2015-08-21 2018-08-09
NEW JERSEY RES CORP P 2015-07-27 2018-04-17
NEW JERSEY RES CORP P 2016-05-31 2018-05-07
NEXTERA ENERGY INC P 2015-03-30 2018-04-17
NEXTERA ENERGY PARTNERS P 2014-08-18 2018-04-17
NEXTERA ENERGY PARTNERS P 2015-01-23 2018-05-07
NEXTERA ENERGY PARTNERS P 2014-08-18 2018-02-15
NEXTERA ENERGY PARTNERS P 2015-01-12 2018-04-17
NEXTERA ENERGY PARTNERS P 2015-03-30 2018-11-07
NEXTERA ENERGY PARTNERS P 2015-01-13 2018-04-17
NEXTERA ENERGY PARTNERS P 2015-01-23 2018-11-07
NEXTERA ENERGY PARTNERS P 2015-01-23 2018-04-17
NEXTERA ENERGY PARTNERS P 2015-01-20 2018-04-17
ONEOK INC NEW P 2017-09-27 2018-08-08
ONEOK INC NEW P 2017-07-03 2018-04-17
ONEOK INC NEW P 2017-07-03 2018-05-17
ONEOK INC NEW P 2017-07-03 2018-08-08
ONEOK INC NEW P 2017-07-03 2018-05-22
ONEOK INC NEW P 2017-07-03 2018-05-07
PHILLIPS 66 PARTNERS LP P 2017-01-18 2018-05-10
PHILLIPS 66 PARTNERS LP P 2016-10-06 2018-04-17
PHILLIPS 66 PARTNERS LP P 2017-05-11 2018-05-22
PHILLIPS 66 PARTNERS LP P 2016-10-06 2018-02-15
PHILLIPS 66 PARTNERS LP P 2017-05-16 2018-05-22
PHILLIPS 66 PARTNERS LP P 2017-05-08 2018-05-17
PHILLIPS 66 PARTNERS LP P 2016-10-13 2018-04-17
PHILLIPS 66 PARTNERS LP P 2017-01-18 2018-04-17
PHILLIPS 66 PARTNERS LP P 2016-10-11 2018-04-17
PHILLIPS 66 PARTNERS LP P 2017-01-20 2018-05-17
PHILLIPS 66 PARTNERS LP P 2017-01-20 2018-05-14
PLAINS ALL AMERICAN P 2017-09-27 2018-02-15
PLAINS ALL AMERICAN P 2017-07-26 2018-02-15
PLAINS ALL AMERICAN P 2017-01-18 2018-02-15
PLAINS ALL AMERICAN P 2016-02-08 2018-02-15
PLAINS ALL AMERICAN P 2016-05-31 2018-02-15
PUBLIC SVC ENTERPRISE P 2016-10-06 2018-04-17
PUBLIC SVC ENTERPRISE P 2016-10-06 2018-11-07
PUBLIC SVC ENTERPRISE P 2016-10-06 2018-02-15
QWEST CORP 7.5% PERPTL P 2011-09-15 2018-09-04
SEMPRA ENERGY P 2015-10-13 2018-02-15
SEMPRA ENERGY P 2015-07-15 2018-02-15
SHELL MIDSTREAM PARTNERS P 2017-01-30 2018-05-07
SHELL MIDSTREAM PARTNERS P 2017-01-25 2018-04-17
SHELL MIDSTREAM PARTNERS P 2017-01-18 2018-04-17
SHELL MIDSTREAM PARTNERS P 2017-01-25 2018-05-07
SHELL MIDSTREAM PARTNERS P 2017-01-20 2018-04-17
SPECTRA ENERGY PARTNERS P 2015-10-13 2018-05-07
SPECTRA ENERGY PARTNERS P 2015-10-26 2018-08-08
SPECTRA ENERGY PARTNERS P 2015-07-15 2018-04-17
SPECTRA ENERGY PARTNERS P 2016-05-31 2018-08-30
SPECTRA ENERGY PARTNERS P 2016-10-06 2018-08-30
SPECTRA ENERGY PARTNERS P 2016-10-06 2018-12-18
SPECTRA ENERGY PARTNERS P 2015-10-13 2018-04-17
SPECTRA ENERGY PARTNERS P 2016-02-08 2018-08-08
SPECTRA ENERGY PARTNERS P 2013-12-18 2018-02-15
SPECTRA ENERGY PARTNERS P 2014-10-20 2018-04-17
SPECTRA ENERGY PARTNERS P 2016-05-31 2018-08-08
SPECTRA ENERGY PARTNERS P 2017-05-08 2018-12-18
SPECTRA ENERGY PARTNERS P 2015-10-21 2018-05-22
SPECTRA ENERGY PARTNERS P 2015-10-21 2018-05-31
SPECTRA ENERGY PARTNERS P 2014-06-17 2018-04-17
SPECTRA ENERGY PARTNERS P 2014-01-17 2018-04-17
SPECTRA ENERGY PARTNERS P 2013-12-18 2018-04-17
SPECTRA ENERGY PARTNERS P 2015-10-16 2018-05-22
SPECTRA ENERGY PARTNERS P 2011-08-12 2018-02-15
SPECTRA ENERGY PARTNERS P 2015-03-30 2018-04-17
TC PIPELINES P 2014-10-20 2018-05-07
TC PIPELINES P 2011-08-12 2018-05-07
TC PIPELINES P 2011-08-16 2018-05-07
TC PIPELINES P 2013-06-11 2018-05-07
TC PIPELINES P 2014-03-12 2018-05-07
TC PIPELINES P 2013-12-18 2018-05-07
TC PIPELINES P 2011-08-12 2018-11-07
TRANSCANADA CORP P 2015-10-16 2018-04-17
TRANSCANADA CORP P 2015-10-13 2018-04-17
TRANSCANADA CORP P 2015-10-16 2018-05-07
UGI CORP NEW P 2013-06-26 2018-11-07
UGI CORP NEW P 2013-06-26 2018-04-17
WESTLAKE CHEMICAL PARTNERS P 2015-05-11 2018-11-07
WESTLAKE CHEMICAL PARTNERS P 2015-05-05 2018-04-17
WESTLAKE CHEMICAL PARTNERS P 2015-04-07 2018-04-17
WESTLAKE CHEMICAL PARTNERS P 2015-03-30 2018-04-17
WESTLAKE CHEMICAL PARTNERS P 2015-04-14 2018-04-17
WILLIAMS COMPANIES P 2018-08-13 2018-08-13
WILLIAMS COMPANIES P 2018-08-13 2018-11-07
WILLIAMS PARTNERS LP CHG P 2017-09-27 2018-08-13
WILLIAMS PARTNERS LP CHG P 2017-11-16 2018-08-13
WILLIAMS PARTNERS LP NEW P 2017-05-08 2018-08-13
WILLIAMS PARTNERS LP NEW P 2017-01-18 2018-08-13
WILLIAMS PARTNERS LP NEW P 2017-01-18 2018-04-17
WILLIAMS PARTNERS LP NEW P 2017-01-18 2018-04-17
WILLIAMS PARTNERS LP NEW P 2017-01-18 2018-02-15
WILLIAMS PARTNERS LP NEW P 2017-01-18 2018-08-08
WILLIAMS PARTNERS LP NEW P 2017-01-18 2018-05-22
WILLIAMS PARTNERS LP NEW P 2017-02-07 2018-08-13
WILLIAMS PARTNERS LP NEW P 2017-07-26 2018-08-13
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 545   1,088 -543
b 363   711 -348
c 179   480 -301
d 538   1,271 -733
e 167   249 -82
179   454 -275
179   249 -70
361   764 -403
333   476 -143
178   233 -55
722   1,421 -699
2,055   1,857 198
746   619 127
850   931 -81
850   947 -97
850   921 -71
7,429   4,262 3,167
1,317   1,919 -602
1,264   1,919 -655
1,100   1,618 -518
2,630   3,837 -1,207
7,500   7,500 0
377   367 10
565   536 29
196   183 13
7,025   7,271 -246
1,106   1,158 -52
276   277 -1
1,358   1,309 49
973   1,043 -70
1,940   2,087 -147
2,098   2,272 -174
734   974 -240
630   801 -171
303   549 -246
86   248 -162
751   1,153 -402
308   639 -331
313   936 -623
1     1
470   1,212 -742
542   1,620 -1,078
27   52 -25
2     2
308   599 -291
125   150 -25
858   951 -93
255   348 -93
605   1,126 -521
5     5
151   275 -124
64   144 -80
151   273 -122
6     6
454   799 -345
308   616 -308
299   567 -268
1,049   1,567 -518
598   1,180 -582
420   682 -262
1,784   3,058 -1,274
280   769 -489
365   890 -525
365   891 -526
598   1,190 -592
100   196 -96
653   1,773 -1,120
1,173   1,788 -615
182   325 -143
365   364 1
466   981 -515
365   902 -537
273   691 -418
273   760 -487
677   634 43
12   13 -1
27   28 -1
2,031   1,996 35
1,720   1,880 -160
2,031   1,973 58
1,693   1,675 18
1,720   2,074 -354
339   333 6
1,577   1,577 0
7     7
10     10
111   136 -25
113   129 -16
452   485 -33
12   12 0
113   111 2
443   536 -93
332   333 -1
1,582   1,759 -177
222   221 1
222   314 -92
14   14 0
452   494 -42
15     15
10     10
1,607   605 1,002
1,084   1,084 0
7,749   2,882 4,867
2,709   2,972 -263
379   430 -51
2,980   3,275 -295
271   271 0
1,881   2,276 -395
125   155 -30
1,090   1,378 -288
1,254   1,620 -366
654   925 -271
1,526   2,176 -650
1,129   1,451 -322
545   757 -212
1,988   3,208 -1,220
1,751   1,581 170
1,340   1,120 220
1,943   1,867 76
1,498   1,904 -406
599   639 -40
147   170 -23
149   170 -21
294   340 -46
300   336 -36
149   170 -21
601   623 -22
899   984 -85
1,199   1,325 -126
440   491 -51
300   378 -78
293   343 -50
599   726 -127
293   309 -16
442   457 -15
293   333 -40
150   152 -2
577   667 -90
150   164 -14
147   155 -8
601   630 -29
415   440 -25
763   822 -59
191   211 -20
207   309 -102
830   1,054 -224
208   157 51
207   249 -42
572   610 -38
2,283   2,678 -395
230   417 -187
182   309 -127
407   757 -350
1,115   2,283 -1,168
1,971   1,971 0
328   328 0
2,414   2,151 263
526   487 39
821   821 0
542   615 -73
478   1,054 -576
1,153   1,802 -649
4,618   2,103 2,515
1,979   1,979 0
339   356 -17
539   539 0
539   539 0
98   98 0
589   638 -49
26,250   7,791 18,459
1,632   1,130 502
429   352 77
1,626   1,048 578
595   452 143
435   340 95
816   603 213
1,032   895 137
380   306 74
1,071   970 101
571   397 174
1,905   1,651 254
952   819 133
2,327   1,809 518
6,575   5,660 915
1,330   1,014 316
3,833   2,797 1,036
3,974   3,042 932
646   507 139
992   1,052 -60
1,062   951 111
1,018   1,040 -22
998   951 47
509   528 -19
1,016   1,041 -25
2,125   1,880 245
1,062   1,052 10
2,656   2,358 298
508   523 -15
1,014   1,046 -32
4,962   4,706 256
677   803 -126
902   1,245 -343
5,413   4,331 1,082
1,353   1,393 -40
2,529   2,037 492
1,061   815 246
481   407 74
3,500   3,500 0
1,075   1,005 70
3,224   3,070 154
892   1,273 -381
679   938 -259
1,132   1,530 -398
669   938 -269
1,132   1,532 -400
1,608   2,141 -533
1,881   2,170 -289
1,425   1,873 -448
2,304   2,706 -402
768   849 -81
2,485   2,971 -486
356   428 -72
752   923 -171
1,226   1,283 -57
356   515 -159
1,129   1,353 -224
355   443 -88
310   446 -136
1,210   1,784 -574
356   517 -161
356   432 -76
356   428 -72
1,238   1,756 -518
1,635   1,119 516
356   522 -166
521   1,264 -743
782   782 0
1,824   3,062 -1,238
521   867 -346
261   465 -204
261   441 -180
603   1,024 -421
3,492   2,796 696
1,746   1,382 364
432   349 83
1,666   778 888
2,298   1,297 1,001
235   204 31
232   274 -42
231   276 -45
231   270 -39
463   561 -98
1   1 0
5,800   6,994 -1,194
4,749   3,867 882
950   708 242
4,749   4,115 634
2,850   2,430 420
2,928   3,240 -312
732   732 0
404   405 -1
940   810 130
2,892   2,835 57
950   818 132
1,425   1,235 190
3,708     3,708
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       -543
b       -348
c       -301
d       -733
e       -82
      -275
      -70
      -403
      -143
      -55
      -699
      198
      127
      -81
      -97
      -71
      3,167
      -602
      -655
      -518
      -1,207
      0
      10
      29
      13
      -246
      -52
      -1
      49
      -70
      -147
      -174
      -240
      -171
      -246
      -162
      -402
      -331
      -623
      1
      -742
      -1,078
      -25
      2
      -291
      -25
      -93
      -93
      -521
      5
      -124
      -80
      -122
      6
      -345
      -308
      -268
      -518
      -582
      -262
      -1,274
      -489
      -525
      -526
      -592
      -96
      -1,120
      -615
      -143
      1
      -515
      -537
      -418
      -487
      43
      -1
      -1
      35
      -160
      58
      18
      -354
      6
      0
      7
      10
      -25
      -16
      -33
      0
      2
      -93
      -1
      -177
      1
      -92
      0
      -42
      15
      10
      1,002
      0
      4,867
      -263
      -51
      -295
      0
      -395
      -30
      -288
      -366
      -271
      -650
      -322
      -212
      -1,220
      170
      220
      76
      -406
      -40
      -23
      -21
      -46
      -36
      -21
      -22
      -85
      -126
      -51
      -78
      -50
      -127
      -16
      -15
      -40
      -2
      -90
      -14
      -8
      -29
      -25
      -59
      -20
      -102
      -224
      51
      -42
      -38
      -395
      -187
      -127
      -350
      -1,168
      0
      0
      263
      39
      0
      -73
      -576
      -649
      2,515
      0
      -17
      0
      0
      0
      -49
      18,459
      502
      77
      578
      143
      95
      213
      137
      74
      101
      174
      254
      133
      518
      915
      316
      1,036
      932
      139
      -60
      111
      -22
      47
      -19
      -25
      245
      10
      298
      -15
      -32
      256
      -126
      -343
      1,082
      -40
      492
      246
      74
      0
      70
      154
      -381
      -259
      -398
      -269
      -400
      -533
      -289
      -448
      -402
      -81
      -486
      -72
      -171
      -57
      -159
      -224
      -88
      -136
      -574
      -161
      -76
      -72
      -518
      516
      -166
      -743
      0
      -1,238
      -346
      -204
      -180
      -421
      696
      364
      83
      888
      1,001
      31
      -42
      -45
      -39
      -98
      0
      -1,194
      882
      242
      634
      420
      -312
      0
      -1
      130
      57
      132
      190
      3,708
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 5,539
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 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))
2017 60,000 1,675,420 0.035812
2016 55,000 1,495,492 0.036777
2015 19,999 1,557,192 0.012843
2014 0 1,566,279 0.000000
2013 101,000 1,442,944 0.069996
2
Total of line 1, column (d) .....................
2
0.155428
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.031086
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
1,740,207
5
Multiply line 4 by line 3......................
5
54,096
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
444
7
Add lines 5 and 6........................
7
54,540
8
Enter qualifying distributions from Part XII, line 4,.............
8
59,477
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 (2018)
Form 990-PF (2018)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 444
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........................... 3 444
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- ..... 5 444
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,056
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet2,056 RefundedBullet 11 0
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 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 2018 or the taxable year beginning in 2018? See the 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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    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) 891-6020

    Located atbullet750 THIRD AVENUE - 17TH FLNEW YORKNY ZIP+4bullet10017
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2018, 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 the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet  
    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 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 2018?.............
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (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 4945(d)(4)(A)? 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
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    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
    PETER BENJAMIN BEDFORD TRUSTEE
    1.00
    0 0 0
    AYERS LAKE FARM 557 ROUTE 202
    BARRINGTON,NH03825
    STEVEN BEDFORD TRUSTEE AND PRESIDENT
    1.00
    0 0 0
    11 SHAFER ROAD
    NEW HARTFORD,CT06057
    HILARY B PARKHURST TRUSTEE
    1.00
    0 0 0
    4 PILOT ROCK LANE
    RIVERSIDE,CT06878
    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
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    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  
    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 instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 8
    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
    1,692,400
    b
    Average of monthly cash balances.......................
    1b
    74,308
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,766,708
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,766,708
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    26,501
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,740,207
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    87,010
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    87,010
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    444
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    444
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    86,566
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    86,566
    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
    86,566
    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
    59,477
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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
    59,477
    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
    444
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    59,033
    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 (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2017
    (c)
    2017
    (d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 86,566
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013...... 23,568
    b From 2014......  
    c From 2015......  
    d From 2016......  
    e From 2017......  
    fTotal of lines 3a through e........ 23,568
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 59,477
    a Applied to 2017, 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 2018 distributable amount..... 59,477
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2018. 23,568 23,568
    (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 0
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........
    3,521
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2013 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2014....  
    b Excess from 2015....  
    c Excess from 2016....  
    d Excess from 2017....  
    e Excess from 2018....  
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    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 foundation 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:
    STEVEN BEDFORD PRESIDENT
    11 SHAFER ROAD
    NEW HARTFORD,CT06057
    (860) 489-9908
    SBEDFORD1953@MAC.COM
    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 (2018)
    Form 990-PF (2018)
    Page 11
    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 INSTITUTE
    110 EIGHTH STREET
    TROY,NY12180
      501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 14,477
    GIRLS INC OF ALAMEDA COUNTY
    510 16TH STREET
    OAKLAND,CA94612
      501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 7,500
    DIABLO REGIONAL ARTS ASSOCIATION
    1601 CIVIC DRIVE
    WALNUT CREEK,CA94596
      501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 7,500
    LITCHFIELD HILLS ROWING CLUB
    1 NORTH SHORE ROAD
    LITCHFIELD,CT06750
      501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 10,000
    ST PAUL'S SCHOOL
    325 PLEASANT STREET
    CONCORD,NH03301
      501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 15,000
    SOCIETY OF ARCHITECTURAL HISTORIANS
    1365 N ASTOR STREET
    CHICAGO,IL60610
      501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 5,000
    Total .................................bullet 3a 59,477
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    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 2,693  
    4 Dividends and interest from securities....     14 36,799  
    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 28,888  
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 5,539  
    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 73,919 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    73,919
    (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 (2018)
    Form 990-PF (2018)
    Page 13
    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) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    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) (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) 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 name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2018 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
    3D SYS CORP - 200 SHS 7,523 2,034
    ALIBABA GRP HOLDINGS - 100 SHS 9,892 13,707
    ALLERGAN PLC - 50 SHS 13,999 6,683
    ALLIANCE RESOURCES PARTNERS LP - 150 SHS 2,765 2,601
    ALLSTATE CORP - 200 SHARES 10,600 16,526
    ALPHABET (GOOGLE) INC - 50 17,010 52,014
    ALTABA INC (YAHOO) - 300 SHS 11,700 17,382
    AMAZON COM INC - 25 SHS 14,131 37,549
    AMERICAN ELECTRIC POWER INC - 60 SHS 3,947 4,484
    AMERIGAS PARTNERS LP - 190 SHS 3,616 4,807
    AMGEN INC - 100 SHS 16,317 19,467
    ANWORTH MORTGAGE ASSET - 1500 SHARES 7,345 6,060
    APPLE INC - 525 SHS 32,675 82,814
    ARBOR REALTY TRUST INC - 2500 SHS 19,278 25,175
    AT & T INC - 800 SHARES 22,504 22,832
    BAE SYSTEMS PLACE - 200 SHS 6,124 4,684
    BARRICK GOLD CORP - 100 SHARES 1,919 1,354
    BB&T CORP - 150 SHS 5,094 6,498
    BHP BILLITON LTD - 100 7,175 4,829
    BLACKSTONE GROUP - 600 SHS 19,514 17,886
    BP MIDSTREAM PARTNERS LP - 170 SHS 3,049 2,642
    BRISTOL MYERS SQUIBB CO - 100 SHS 2,183 5,198
    CANADIAN UTILS LTD - 120 3,386 2,750
    CATERPILLAR INC - 100 SHS 4,161 12,707
    CDN IMPERIAL BK COMMERCE - 200 SHARES 16,612 14,908
    CELGENE CORP - 200 SHS 7,401 12,818
    CHEMOURS CO - 60 SHS 713 1,693
    CISCO SYSTEMS INC - 200 4,888 8,666
    DB CONT CAP TR 6.55% NON-CUM - 500 SHS 10,706 12,075
    DEERE & CO - 300 SHARES 25,655 44,751
    DISNEY WALT CO - 200 SHS 18,271 21,930
    DRIVE SHACK INC - 66 SHS 2,472 259
    DU PNT EI DE NEMOURS & CO - 384 SHS 13,294 20,536
    DUNKIN BRANDS GROUP INC - 300 SHARES 14,401 19,236
    EMERA INC - 100 SHS 3,274 3,204
    EMERSON ELECTRIC CO EMR - 200 9,960 11,950
    ENBRIDGE INC - 459 SHARES 9,740 14,266
    ENTERPRISE PRODUCTS PARTNERS - 1426 SHS 16,454 35,065
    EQUITY MIDSTREAM PARTNER LP-118 SHS 6,474 5,104
    FORD MOTOR CO - 500 SHS 7,450 3,825
    GLOBAL X FDS - 200 SHS 6,516 5,396
    HARRIS CORP DEL - 100 SHARES 4,297 13,465
    HOLLY ENERGY PARTNERS LP - 285 SHARES 3,791 8,140
    HSBC HOLDINGS PLC - 200 SHARES 11,053 10,308
    HSBC HOLDINGS PLC 6.2% - 400 9,430 8,222
    II-ISE CLOUD COMPUTING INDEX FUND - 200 SHARES 4,880 9,694
    INTEL CORP - 600 15,057 28,158
    INTER PIPELINE LTD - 170 SHARES 3,383 2,404
    INTERDIGITAL INC - 200 SHS 10,238 13,286
    INVITATION HOMES INC - 161 SHS 2,877 3,233
    ISHARE INDIA - 125 4,464 4,415
    ISHARES DOW JONES SELECT DIV INDEX F-600 SHS 33,165 53,586
    ISHARES TR RUSSELL 2000 VALUE - 200 10,880 21,508
    JOHNSON & JOHNSON - 200 12,500 25,810
    JPMORGAN CHASE - 100 SHS 6,000 9,762
    KEYCORP NEW - 200 SHARES 2,644 2,956
    KINDER MORGAN INC DEL - 497 SHARES 9,122 7,644
    LOCKHEED MARTIN CORP - 100 SHS 24,836 26,184
    MAGELLAN MIDSTREAM PRTNS - 370 SHS 19,291 21,112
    MERCK & CO INC - 150 SHARES 5,682 11,461
    MOSAIC COMPANY - 100 SHS 5,895 2,921
    NATIONAL GRID PLC SPON ADRE NEW - 65 SHARES 4,229 3,119
    NATIONAL HEALTH INVS INC - 200 SHS 5,670 15,108
    NETFLIX - 25 SHS 2,597 6,692
    NEW JERSEY RES CORP - 60 SHS 2,023 2,740
    NEW RESIDENTIAL INVESTMENT - 700 SHS 10,956 9,947
    NEW SENIOR INVESTMENT - 66 SHS 1,189 272
    NEWMONT MINING CORP NEW - 200 9,880 6,930
    NEXTERA ENERGY PARTNERS - 332 SHS 10,455 14,293
    NEXTERA ENERGY INC - 40 SHARES 4,973 6,953
    NIKE INC CLASS B - 200 SHARES 6,700 14,828
    NORFOLK SOUTHERN CORP - 200 SHARES 16,526 29,908
    NOVARTIS AG - 200 13,522 17,162
    NUCOR CORP - 200 SHARES 8,323 10,362
    NVIDIA CORP - 100 SHARES 1,503 13,350
    ONEOK INC - 66 SHS 3,429 3,561
    PHILLIPS 66 PTNRS LP - 170 SHS 6,725 7,159
    PLAINS ALL AMERICAN PIPELINE - 600 13,529 12,024
    PROCTER & GAMBLE CO - 200 SHARES 12,684 18,384
    PUBLIC SVC ENTERPRISE GROUP INC - 130 SHS 6,249 6,767
    RMR GRP - 6 SHS 71 318
    SHELL MIDSTREAM PARTNERS LP -540 SHS 13,114 8,861
    SOUTH 32 LTD - 40 SHS 360 470
    SPDR S&P CHINA 10,432 8,481
    STARWOOD PROPERTY TR INC - 500 SHARES 10,693 9,855
    STRATASYS LTD - 100 SHS 10,352 1,801
    TAIWAN SEMICONDUCTOR MFG CO - 300 SH 2,855 11,073
    TARGET CORP - 300 SHS 17,451 19,827
    TC PIPELINES TCP - 330 SHS 9,176 10,600
    TRANSCANADA CORP - 414 SHARES 16,827 14,780
    TUTOR PERINI CORP - 200 SHS 5,874 3,194
    UGI CORP NEW - 150 SHARES 7,197 8,003
    UNDER ARMOUR INC - 200 SHS 8,335 3,384
    UNITED TECHNOLOGIES CORP - 50 SHS 4,807 5,324
    VERIZON - 105 SHS 5,052 5,903
    VODAFONE GROUP PLC - 218 SHARES 10,314 4,203
    WALGREEN COMPANY - 200 SHARES 9,881 13,666
    WALMART STORE - 300 SHARES 15,807 27,945
    WASTE MGMT INC DEL - 300 11,718 26,697
    WELLTOWER (HEALTH CARE REIT INC) - 300 SHARES 14,065 20,823
    WESTERN ALLIANCE BK PFD 6.25% - 1000 SHS 25,000 24,783
    WESTLAKE CHEMICAL PARTNERS - 150 2,474 3,620
    WILLIAMS PARTNERS LP - 273 SHS 8,679 6,020
    CLOROX CO - 100 SHS 12,177 15,414
    CMS ENERGY CORP - 60 SHS 2,618 2,979
    CVS HEALTH CO - 200 SHS 12,784 13,104
    ENERGY TRANSFER LP - 903 SHS 13,525 11,929
    EQUITRANS MIDSTREAM CORP (EQT) - 141 SHS 3,899 2,823
    EXELON CORP. - 190 SHS 7,400 8,569
    FIRST TR NASDAQ - 200 SHS 4,924 4,684
    FIRST TRUST GLOBAL - 700 SHS 9,674 8,022
    INVESCO TR II SOLAR - 400 SHS 10,184 7,420
    ISHARES US AEROSPACE - 50 SHS 9,500 8,643
    KKR & CO INC -500 SHS 8,755 9,815
    MICRON TECH INC - 200 SHS 8,976 6,346
    MICROSOFT CORP - 100 SHS 10,150 10,157
    MPLX LP - 80 SHS 2,547 2,424
    NUTRIEN LTD - 40 SHS 4,666 1,880
    ROBO GLOBAL ROBOTICS 200 SHS 8,332 6,510
    TENCENT HOLDINGS LTD - 200 SHS 8,106 7,894
    XCEL ENERGY INC - 60 SHS 2,971 2,956

    TY 2018 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
    PRUDENTIAL SECTORS FDS - 945 UNITS AT COST 49,412 40,287
    VANGUARD INTL EQUITY ETF - 900 AT COST 39,285 34,290

    TY 2018 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 28,420 28,420   0
    OTHER EXPENSES 14 0   0
    ADR FEES 22 22   0


    TY 2018 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 38 38 38
    OTHER PARTNERSHIP GAINS/LOSSES -10,966 -10,966 -10,966
    SEC 1231 LOSS FROM PARTNERSHIP -24 -24 -24
    OTHER INVESTMENT INCOME 39,840 39,840 39,840


    TY 2018 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 1,116 1,116   0
    FEDERAL EXCISE TAXES 1,000 0   0