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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
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$2,089,447J 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 1,615 1,615  
4 Dividends and interest from securities... 36,484 36,484  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -44,801
b Gross sales price for all assets on line 6a 349,871
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment 30,339 30,339  
12 Total. Add lines 1 through 11........ 23,637 68,438  
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)... Click to see attachment 1,089 1,089   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 26,894 26,894   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,983 27,983   0
25 Contributions, gifts, grants paid....... 81,261 81,261
26 Total expenses and disbursements. Add lines 24 and 25 109,244 27,983   81,261
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -85,607
b Net investment income (if negative, enter -0-) 40,455
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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......... 22,974 79,367 79,367
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)....... 1,088,300 Click to see attachment974,548 1,897,303
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).......... 130,541 Click to see attachment101,439 112,777
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) 1,241,815 1,155,354 2,089,447
Liabilities 17 Accounts payable and accrued expenses.......... 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 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,240,961 1,155,354
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,240,961 1,155,354
30 Total liabilities and net assets/fund balances (see instructions). 1,241,815 1,155,354
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 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,240,961
2
Enter amount from Part I, line 27a .....................
2
-85,607
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,155,354
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 29 .
6
1,155,354
Form 990-PF (2020)
Form 990-PF (2020)
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 OCCIDENTAL PETRO P 2020-08-03 2020-08-03
b ABBVIE INC P 2020-05-11 2020-05-11
c GM CORP NOTES P 2011-01-15 2020-10-20
d GM CORP DEBENTURE PUTABLE P 2011-01-15 2020-10-20
e FIDELITY INVESTMENTS MONEY MARKET FDS P 2019-12-02 2020-01-12
FIDELITY INVESTMENTS MONEY MARKET FDS P 2020-01-02 2020-01-12
FIDELITY INVESTMENTS MONEY MARKET FDS P 2019-11-01 2020-01-12
FIDELITY INVESTMENTS MONEY MARKET FDS P 2019-10-01 2020-01-12
NEXTERA ENERGY PARTNERS P 2015-07-15 2020-04-08
FIDELITY INVESTMENTS MONEY MARKET FDS P 2019-09-03 2020-01-12
KINDER MORGAN INC DEL P 2019-11-18 2020-12-28
ALLIANCE RESOURCES PARTNERSLP P 2020-02-21 2020-04-16
ALTAGAS INCOME LTD P 2020-04-08 2020-07-08
NEXTERA ENERGY PARTNERS P 2015-10-13 2020-09-29
ALLIANCE RESOURCES PARTNERSLP P 2019-06-14 2020-04-14
ONEOK INC P 2017-11-16 2020-05-11
ENERGY TRANSFER LP P 2020-02-21 2020-07-08
FIDELITY INVESTMENTS MONEY MARKET FDS P 2019-08-01 2020-01-12
ALLIANCE RESOURCES PARTNERSLP P 2019-11-18 2020-04-14
INTER PIPELINE LTD P 2019-06-14 2020-02-21
ONEOK INC P 2017-09-27 2020-05-11
WILLIAMS COMPANIES P 2019-06-14 2020-09-29
FIDELITY INVESTMENTS MONEY MARKET FDS P 2019-07-01 2020-01-12
ALLIANCE RESOURCES PARTNERSLP P 2019-11-18 2020-04-16
WILLIAMS COMPANIES P 2018-08-13 2020-02-21
FIDELITY INVESTMENTS MONEY MARKET FDS P 2019-04-01 2020-01-12
ALTAGAS INCOME LTD P 2020-04-08 2020-09-29
CANADIAN UTILS LTD P 2018-11-07 2020-12-29
CANADIAN UTILS LTD P 2017-05-28 2020-12-29
CANADIAN UTILS LTD P 2017-05-11 2020-07-08
PPL CORPORATION P 2019-02-12 2020-09-29
PLAINS ALL-AMERICAN PIPELINE LP P 2019-06-14 2020-04-08
FIDELITY INVESTMENTS MONEY MARKET FDS P 2019-06-03 2020-01-12
FIDELITY INVESTMENTS MONEY MARKET FDS P 2019-05-01 2020-01-12
INTER PIPELINE LTD P 2018-02-15 2020-02-21
NEXTERA ENERGY PARTNERS P 2015-10-16 2020-12-28
INTER PIPELINE LTD P 2018-11-07 2020-02-21
KINDER MORGAN INC DEL P 2018-11-07 2020-09-29
EXELON CORPORATION P 2018-02-15 2020-04-08
ALLIANCE RESOURCES PARTNERSLP P 2016-02-08 2020-04-14
AMERICAN ELECTRIC POWER INC P 2018-02-15 2020-12-28
TC ENERGY CORP P 2016-05-31 2020-12-28
BP MIDSTREAM PARTNERS LP P 2020-02-21 2020-04-16
WILLIAMS COMPANIES P 2018-08-13 2020-07-08
ALTAGAS INCOME LTD P 2020-04-08 2020-12-29
FORTIS INC P 2019-11-18 2020-02-21
EMERA INC P 2018-02-15 2020-02-21
MPLX LP P 2019-06-14 2020-04-08
TC ENERGY CORP P 2015-10-16 2020-04-08
TC ENERGY CORP P 2015-10-21 2020-04-04
NEXTERA ENERGY PARTNERS P 2015-10-16 2020-09-29
ALLIANT ENERGY CORP P 2019-02-12 2020-04-08
CANADIAN UTILS LTD P 2020-05-11 2020-12-29
CANADIAN UTILS LTD P 2018-02-15 2020-12-29
PUBLIC SVC ENTERPRISE GROUP INC P 2018-08-08 2020-04-08
PUBLIC SVC ENTERPRISE GROUP INC P 2019-02-12 2020-04-08
EXELON CORPORATION P 2018-02-15 2020-02-21
KINDER MORGAN INC DEL P 2019-11-18 2020-09-29
NEXTERA ENERGY PARTNERS P 2015-10-13 2020-07-08
SHELL MIDSTREAM PARNERS LP P 2020-02-26 2020-07-14
TC ENERGY CORP P 2015-10-16 2020-02-21
XCEL ENERGY INC P 2018-11-07 2020-02-21
NEXTERA ENERGY PARTNERS P 2015-07-15 2020-02-21
TC ENERGY CORP P 2018-08-08 2020-12-28
PLAINS ALL-AMERICAN PIPELINE LP P 2019-11-18 2020-04-08
INTER PIPELINE LTD P 2017-05-08 2020-02-21
EQUITRANS MIDSTREAM CORP P 2019-02-12 2020-02-20
XCEL ENERGY INC P 2018-11-07 2020-02-21
WILLIAMS COMPANIES P 2019-06-14 2020-07-08
QUANTA SVCS INC P 2020-05-11 2020-12-28
ENBRIDGE INC P 2018-12-18 2020-04-08
XCEL ENERGY INC P 2018-11-07 2020-02-21
EXELON CORPORATION P 2018-05-07 2020-04-08
CANADIAN UTILS LTD P 2020-04-08 2020-12-29
KINDER MORGAN INC DEL P 2019-06-14 2020-09-29
ONEOK INC P 2017-09-27 2020-02-21
DOMINION ENERGY P 2020-07-08 2020-09-29
EVERSOURCE ENERGY CORP P 2019-02-12 2020-04-08
DUKE ENERGY CORP P 2019-11-18 2020-04-08
FORTIS INC P 2019-11-18 2020-12-28
ONEOK INC P 2019-06-14 2020-07-08
ONEOK INC P 2019-11-18 2020-07-08
KINDER MORGAN INC DEL P 2018-01-02 2020-07-08
EVERSOURCE ENERGY CORP P 2019-02-12 2020-12-28
EVERSOURCE ENERGY CORP P 2020-07-08 2020-12-28
DUKE ENERGY CORP P 2019-11-18 2020-12-28
SHELL MIDSTREAM PARNERS LP P 2020-02-26 2020-07-08
TC PIPELINES P 2011-08-12 2020-07-08
WEC ENERGY GROUP INC P 2019-02-12 2020-09-29
WILLIAMS COMPANIES P 2018-08-13 2020-05-11
PUBLIC SVC ENTERPRISE GROUP INC P 2016-10-06 2020-04-08
ENBRIDGE INC P 2018-12-20 2020-04-08
KINDER MORGAN INC DEL P 2020-04-08 2020-12-29
ATCO LTD P 2019-11-18 2020-04-08
CHESAPEAKE UTILITIES CORP P 2020-09-29 2020-12-28
CHESAPEAKE UTILITIES CORP P 2020-07-08 2020-11-24
KINDER MORGAN INC DEL P 2017-12-01 2020-02-21
DTE ENERGY P 2020-05-11 2020-09-29
PPL CORPORATION P 2019-02-12 2020-04-08
ONEOK INC P 2017-11-16 2020-05-11
EMERA INC P 2018-02-15 2020-12-29
ENBRIDGE INC P 2018-12-20 2020-05-11
TC ENERGY CORP P 2015-10-21 2020-05-11
PUBLIC SVC ENTERPRISE GROUP INC P 2018-05-22 2020-04-08
PUBLIC SVC ENTERPRISE GROUP INC P 2018-05-07 2020-04-08
ANWORTH MORTGAGE ASSET CORP P 2013-09-17 2020-04-06
EXELON CORPORATION P 2018-05-22 2020-07-08
SHELL MIDSTREAM PARNERS LP P 2020-02-21 2020-07-08
WESTLAKE CHEMICAL PARTNERS LP P 2015-05-11 2020-12-31
KINDER MORGAN INC DEL P 2018-01-03 2020-07-08
KINDER MORGAN INC DEL P 2018-11-07 2020-07-08
HOLLY ENERGY PARTNERS LP P 2015-11-02 2020-12-28
EVERSOURCE ENERGY CORP P 2020-05-11 2020-12-28
CMS ENERGY CORP P 2018-02-15 2020-04-08
PLAINS GP HLDGS LP P 2020-04-08 2020-05-11
ENERGY TRANSFER LP P 2020-04-08 2020-07-08
FIRSTENERGY CORP P 2020-07-08 2020-10-14
PUBLIC SVC ENTERPRISE GROUP INC P 2017-09-27 2020-04-08
STRATASYS LTD P 2014-10-31 2020-01-27
NEXTERA ENERGY PARTNERS P 2015-10-13 2020-04-08
ENBRIDGE INC P 2018-12-18 2020-02-21
WILLIAMS COMPANIES P 2018-08-13 2020-05-20
ONEOK INC P 2020-04-08 2020-07-08
3D SYS CORP DEL P 2014-10-31 2020-01-27
MPLX LP P 2018-08-30 2020-02-21
SHELL MIDSTREAM PARNERS LP P 2020-04-08 2020-07-14
ALCON INC P 2012-05-08 2020-01-27
KINDER MORGAN INC DEL P 2017-10-20 2020-02-21
NEW RESIDENTIAL INVT CORP P 2013-05-16 2020-04-06
DUKE ENERGY CORP P 2020-07-08 2020-12-28
BP MIDSTREAM PARTNERS LP P 2018-01-02 2020-04-16
NEXTERA ENERGY INC P 2016-10-06 2020-09-29
PLAINS GP HLDGS LP P 2020-04-08 2020-05-13
TC ENERGY CORP P 2015-10-21 2020-09-29
VODAFONE GROUP PLC P 2013-01-04 2020-08-26
PLAINS GP HLDGS LP P 2020-02-21 2020-05-11
CORTEVA INC P 2006-12-05 2020-01-27
ENBRIDGE INC P 2018-12-20 2020-07-08
MAGELLAN MIDSTREAM PRTNS P 2014-11-09 2020-05-11
NEXTERA ENERGY INC P 2015-07-15 2020-04-08
BAE SYSTEMS PLACE P 2017-08-09 2020-04-06
DTE ENERGY P 2020-05-11 2020-09-29
PLAINS ALL-AMERICAN PIPELINE LP P 2018-05-10 2020-04-08
SHELL MIDSTREAM PARNERS LP P 2017-05-11 2020-07-08
ENERGY TRANSFER LP P 2018-05-22 2020-07-08
PHILLIPS 66 PARTNERS LP P 2017-05-18 2020-12-03
TC ENERGY CORP P 2018-02-15 2020-12-28
ALLERGAN PLC P 2015-09-24 2020-05-11
ARBOR REALTY TRUST INC P 2012-06-21 2020-04-06
TARGET CORP P 2014-03-18 2020-01-27
DB CONT CAP TR 6.55% P 2007-11-19 2020-05-26
ENTERPRISE PRODUCTS PARTNERS P 2013-06-17 2020-07-08
WALMART INC P 2008-12-08 2020-01-27
DUNKIN' BRANDS GRP INCHG P 2013-10-22 2020-12-18
FIDELITY INVESTMENTS MONEY MARKET FDS P 2019-03-12 2020-01-12
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 3   2 1
b 26   25 1
c 33     33
d 33     33
e 60   60 0
61   61 0
67   67 0
70   70 0
82   64 18
95   95 0
96   134 -38
107   226 -119
114   100 14
117   31 86
123   507 -384
124   173 -49
130   241 -111
147   147 0
164   470 -306
164   149 15
186   287 -101
201   251 -50
209   209 0
214   705 -491
216   311 -95
230   230 0
243   201 42
244   243 1
244   270 -26
252   291 -39
268   311 -43
270   1,197 -927
288   288 0
322   322 0
328   361 -33
328   81 247
328   350 -22
333   443 -110
364   373 -9
368   1,648 -1,280
405   331 74
406   416 -10
408   570 -162
435   699 -264
440   301 139
443   405 38
458   322 136
461   628 -167
465   349 116
465   344 121
470   135 335
483   450 33
488   460 28
488   548 -60
491   513 -22
491   562 -71
498   373 125
531   832 -301
544   162 382
547   864 -317
578   349 229
597   495 102
607   321 286
609   665 -56
647   2,095 -1,448
655   822 -167
681   1,363 -682
685   495 190
700   943 -243
709   332 377
711   799 -88
711   495 216
728   829 -101
732   733 -1
741   1,166 -425
772   488 284
776   752 24
795   703 92
811   895 -84
814   809 5
819   1,829 -1,010
819   2,071 -1,252
828   993 -165
847   703 144
847   850 -3
900   895 5
929   1,383 -454
931   1,777 -846
964   752 212
973   1,538 -565
983   815 168
996   1,096 -100
1,066   1,072 -6
1,077   1,510 -433
1,078   864 214
1,083   831 252
1,109   777 332
1,138   984 154
1,248   1,555 -307
1,256   1,993 -737
1,268   967 301
1,300   1,253 47
1,382   1,032 350
1,474   1,517 -43
1,474   1,562 -88
1,474   6,244 -4,770
1,484   1,593 -109
1,510   2,388 -878
1,534   1,405 129
1,598   1,929 -331
1,642   1,882 -240
1,657   3,667 -2,010
1,693   1,536 157
1,743   1,309 434
1,744   1,117 627
1,758   1,526 232
1,880   2,411 -531
1,966   1,842 124
1,968   10,352 -8,384
1,969   804 1,165
2,098   1,598 500
2,162   3,383 -1,221
2,184   2,002 182
2,204   7,523 -5,319
2,306   3,438 -1,132
2,406   2,229 177
2,435   1,652 783
2,439   1,956 483
2,618   10,523 -7,905
2,699   2,448 251
2,756   5,215 -2,459
2,823   1,187 1,636
2,849   1,899 950
3,010   2,408 602
3,307   10,314 -7,007
3,313   6,094 -2,781
3,485   2,285 1,200
3,610   3,758 -148
4,229   7,086 -2,857
4,541   2,051 2,490
4,999   6,124 -1,125
5,255   3,937 1,318
5,558   12,031 -6,473
6,048   14,034 -7,986
6,686   15,272 -8,586
6,970   11,136 -4,166
7,312   8,137 -825
9,662   13,999 -4,337
10,575   19,546 -8,971
11,288   5,981 5,307
12,500   10,706 1,794
15,520   24,049 -8,529
22,638   10,839 11,799
31,950   14,401 17,549
39,000   39,000 0
13,299     13,299
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       1
b       1
c       33
d       33
e       0
      0
      0
      0
      18
      0
      -38
      -119
      14
      86
      -384
      -49
      -111
      0
      -306
      15
      -101
      -50
      0
      -491
      -95
      0
      42
      1
      -26
      -39
      -43
      -927
      0
      0
      -33
      247
      -22
      -110
      -9
      -1,280
      74
      -10
      -162
      -264
      139
      38
      136
      -167
      116
      121
      335
      33
      28
      -60
      -22
      -71
      125
      -301
      382
      -317
      229
      102
      286
      -56
      -1,448
      -167
      -682
      190
      -243
      377
      -88
      216
      -101
      -1
      -425
      284
      24
      92
      -84
      5
      -1,010
      -1,252
      -165
      144
      -3
      5
      -454
      -846
      212
      -565
      168
      -100
      -6
      -433
      214
      252
      332
      154
      -307
      -737
      301
      47
      350
      -43
      -88
      -4,770
      -109
      -878
      129
      -331
      -240
      -2,010
      157
      434
      627
      232
      -531
      124
      -8,384
      1,165
      500
      -1,221
      182
      -5,319
      -1,132
      177
      783
      483
      -7,905
      251
      -2,459
      1,636
      950
      602
      -7,007
      -2,781
      1,200
      -148
      -2,857
      2,490
      -1,125
      1,318
      -6,473
      -7,986
      -8,586
      -4,166
      -825
      -4,337
      -8,971
      5,307
      1,794
      -8,529
      11,799
      17,549
      0
      13,299
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 -44,801
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 562
c All other domestic foundations enter 1.39% 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........................... 3 562
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- ..... 5 562
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,157
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,157
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 3,595
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,595 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 the instructions
for the 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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 atbullet733 THIRD AVENUENEW 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 2020, 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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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 (2020)
    Form 990-PF (2020)
    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
    1,732,959
    b
    Average of monthly cash balances.......................
    1b
    65,492
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,798,451
    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
    1,798,451
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    26,977
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,771,474
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    88,574
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    88,574
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    562
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    562
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    88,012
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    88,012
    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
    88,012
    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
    81,261
    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
    81,261
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    81,261
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 88,012
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019...... 17,377
    fTotal of lines 3a through e........ 17,377
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 81,261
    a Applied to 2019, 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 2020 distributable amount..... 81,261
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 6,751 6,751
    (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 10,626
    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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		10,626
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019.... 10,626
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 (2020)
    Form 990-PF (2020)
    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
    NATIONAL ROWING FOUNDATION
    32 SHERWOOD ROAD
    MELROSE,MA02176     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 10,000
    PRINCETON UNIVERSITY ROWING ASSOCIATION
    PO BOX 193040
    SAN FRANCISCO,CA94119     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 10,000
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 1,000
    LITCHFIELD HILLS ROWING CLUB
    1 NORTH SHORE ROAD
    LITCHFIELD,CT06750     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 25,000
    MUTTVILLE
    255 ALABAMA STREET
    SAN FRANCISCO,CA94103     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 5,000
    RENSSELAER POLYTECHNIC INSTITUTE
    110 EIGHTH STREET
    TROY,NY12180     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 15,262
    SMITHSONIAN INSTITUTION
    600 MARYLAND AVE SW
    WASHINGTON,DC20002     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 9,999
    SOUTH CENTRAL BLOODHOUND RESCUE
    2917 PALM DRIVE
    PUNTA GORDA,FL33950     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 5,000
    Total .................................bullet 3a 81,261
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 1,615  
    4 Dividends and interest from securities....     14 36,484  
    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 30,339  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 -44,801  
    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 23,637 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    23,637
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    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 (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 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
    ABBVIE INC. - 43 SHS 3,621 4,607
    ADOBE SYSTEMS INC. - 25 SHS 12,424 12,503
    ALIBABA GRP HOLDINGS - 100 SHS 9,892 23,273
    ALLIANT ENERGY CORP - 135 SHS 6,594 6,957
    ALLSTATE CORP - 200 SHARES 10,600 21,986
    ALPHABET (GOOGLE) INC - 25 SHS 8,519 43,816
    ALTAGAS INCOME LTD - 340 SHS 3,724 5,005
    AMAZON COM INC - 25 SHS 14,131 81,423
    AMERICAN ELECTRIC POWER INC - 75 SHS 6,009 6,245
    AMERICAN WATER WORKS CO - 10 SHS 1,174 1,535
    AMGEN INC - 100 SHS 16,317 22,992
    APPLE INC - 400 SHS 26,300 212,304
    AT & T INC - 800 SHARES 22,504 23,008
    ATMOS ENERGY CORP - 65 SHARES 6,343 6,203
    AVANGRID INC. - 200 SHS 9,556 9,090
    BHP BILLITON LTD - 100 7,175 6,534
    BLACKSTONE GROUP INC - 600 SHS 19,900 38,886
    BRISTOL MYERS RTS - 200 SHS 460 138
    BRISTOL MYERS SQUIBB CO - 300 SHS 13,465 18,609
    BROADCOM INC - 40 SHS 10,886 17,514
    CATERPILLAR INC - 100 SHS 4,161 18,202
    CDN IMPERIAL BK COMMERCE - 200 SHARES 16,612 17,094
    CHENIERE ENERGY PARTNERS LP - 165 SHARES 5,392 5,816
    CHESAPEAKE UTILITIES CORP - 10 SHARES 836 1,082
    CISCO SYSTEMS INC - 200 4,888 8,950
    CLOROX CO - 100 SHS 12,177 20,192
    CMS ENERGY CORP - 40 SHS 2,113 2,440
    COMPASS MINERALS - 200 SHS 11,474 12,344
    CVS HEALTH CO - 200 SHS 12,784 13,660
    DEERE & CO - 200 SHARES 17,200 53,810
    DISNEY WALT CO - 200 SHS 18,271 36,236
    DOMINION ENERGY INC - 50 SHARES 3,747 3,760
    DOW INC.- 128 SHS 4,462 7,104
    DOWDUPONT INC. - 128 SHS 6,547 9,102
    EMERSON ELECTRIC CO EMR - 200 SHS 9,960 16,074
    ENBRIDGE INC - 79 SHARES 2,554 2,527
    ENTERPRISE PRODUCTS PARTNERS - 1066 SHS 8,800 20,883
    EQUITRANS MIDSTREAM CORP (EQT) - 395 SHS 3,614 3,176
    ETF SER SOLUTIONS ETF US GLOBAL - 250 SHS 4,380 5,595
    EXELON CORP. - 60 SHS 2,356 2,533
    FIRST TR NASDAQ - 200 SHS 4,924 8,876
    FIRST TRUST GLOBAL - 700 SHS 9,674 16,310
    FORD MOTOR CO - 500 SHS 7,450 4,395
    FORTIS INC. - 120 SHS 4,671 4,898
    GLOBAL X FDS - 200 SHS 6,516 12,378
    GROWGENERATION CORP - 100 SHS 1,490 4,022
    HOLLY ENERGY PARTNERS LP - 365 SHARES 3,712 5,183
    HSBC HOLDINGS PLC - 200 SHARES 11,053 5,182
    HSBC HOLDINGS PLC 6.2% - 400 9,430 10,052
    IDACORP INC - 65 SHARES 5,652 6,241
    II-ISE CLOUD COMPUTING INDEX FUND - 200 SHARES 4,880 19,006
    INTEL CORP - 300 7,257 14,946
    INTERDIGITAL INC - 200 SHS 10,238 12,136
    INTERNATIONAL BUSINESS MACHINE - 100 SHS 14,220 12,588
    INVESCO TR II SOLAR - 400 SHS 10,184 41,104
    INVITATION HOMES INC - 161 SHS 2,877 4,782
    ISHARE INDIA - 125 4,464 5,305
    ISHARES DOW JONES SELECT DIV INDEX F-600 SHS 33,165 57,708
    ISHARES TR RUSSELL 2000 VALUE - 200 10,880 26,350
    ISHARES US AEROSPACE - 50 SHS 9,500 9,472
    JOHNSON & JOHNSON - 200 12,500 31,476
    JPMORGAN CHASE - 100 SHS 6,000 12,707
    KINDER MORGAN INC DEL - 182 SHARES 2,667 2,488
    KKR & CO INC -500 SHS 8,755 20,245
    L3HARRIS TECHNOLOGIES INC - 100 SHS 4,297 18,902
    LOCKHEED MARTIN CORP - 100 SHS 24,836 35,498
    MAGELLAN MIDSTREAM PRTNS - 415 SHS 15,454 17,613
    MERCK & CO INC - 150 SHARES 5,682 12,270
    MICRON TECH INC - 200 SHS 8,976 15,036
    MICROSOFT CORP - 100 SHS 10,150 22,242
    NATIONAL HEALTH INVS INC - 200 SHS 5,670 13,834
    NETFLIX - 25 SHS 2,597 13,518
    NEW JERSEY RES CORP - 120 SHS 4,114 4,266
    NEWMONT MINING CORP NEW - 200 9,880 11,978
    NEXTERA ENERGY INC - 130 SHARES 6,572 10,029
    NEXTERA ENERGY PARTNERS - 237 SHS 7,176 15,891
    NIKE INC CLASS B - 200 SHARES 6,700 28,294
    NORFOLK SOUTHERN CORP - 100 SHARES 8,901 23,761
    NOVARTIS AG - 200 SHS 11,870 18,886
    NUCOR CORP - 200 SHARES 8,323 10,638
    NVIDIA CORP - 100 SHARES 1,503 52,220
    OCCIDENTAL PETE CORP - 300 SHS 13,263 5,193
    OCCIDENTAL PETRO WTS - 37 SHARES 183 252
    ONE GAS INC - 80 SHARES 5,990 6,142
    ONEOK INC - 195 SHS 7,420 7,484
    PHILLIPS 66 PTNRS LP - 90 SHS 2,405 2,377
    PLAINS GP HOLDINGS LP - 880 SHARES 7,193 7,436
    PPL CORPORATION - 230 SHS 7,218 6,486
    PROCTER & GAMBLE CO - 200 SHARES 12,684 27,828
    PUBLIC SVC ENTERPRISE GROUP INC - 215 SHS 11,827 12,535
    QUANTA SVCS INC - 80 SHARES 2,893 5,762
    ROBO GLOBAL ROBOTICS 200 SHS 8,332 12,178
    SEMPRA ENERGY LLC - 95 SHS 11,558 12,104
    SPDR S&P CHINA - 100 SHS 10,432 13,021
    SQUARE INC - 200 SHS 12,513 43,528
    STARWOOD PROPERTY TR INC - 900 SHARES 20,109 17,370
    TAIWAN SEMICONDUCTOR MFG CO - 300 SH 2,855 32,712
    TARGET CORP - 200 SHS 11,468 35,304
    TC ENERGY CORP - 179 SHS 8,297 7,289
    TC PIPELINES TCP - 650 SHS 15,260 19,143
    TENCENT HOLDINGS LTD - 200 SHS 8,106 14,378
    THE SOUTHERN COMPANY - 60 SHARES 3,324 3,686
    TRUIST FINL CORP - 150 SHS 5,094 7,190
    VANECK VECTORS TR ETF VIETNAM ETF - 200 SHS 2,942 3,498
    VENTAS INC - 200 SHARES 5,998 9,808
    VERIZON - 105 SHS 5,052 6,169
    WALGREEN COMPANY - 200 SHARES 9,881 14,415
    WALMART STORE - 100 SHARES 4,968 7,976
    WEC ENERGY GROUP INC - 25 SHS 2,044 2,301
    WELLTOWER (HEALTH CARE REIT INC) - 300 SHARES 14,065 19,386
    WESTERN ALLIANCE BK PFD 6.25% - 1000 SHS 25,000 25,520
    WESTLAKE CHEMICAL PARTNERS - 250 SHARES 3,101 5,960
    WILLIAMS COMPANIES INC - 213 SHS 4,060 4,271
    XCEL ENERGY INC - 40 SHS 2,231 2,667

    TY 2020 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
    PGIM JENN HEALTH SCIENCES - 1171.51 AT COST 62,154 67,678
    VANGUARD INTL EQUITY ETF - 900 SHS AT COST 39,285 45,099

    TY 2020 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 26,830 26,830   0
    OTHER EXPENSES 53 53   0
    ADR FEES 11 11   0


    TY 2020 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 27 27 27
    OTHER PARTNERSHIP GAINS/LOSSES 21 21 21
    SEC 1231 LOSS FROM PARTNERSHIP -183 -183 -183
    OTHER INVESTMENT INCOME 30,474 30,474 30,474


    TY 2020 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 1,089 1,089   0