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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
EDWARD T BEDFORD FOUNDATION
BESSEMER TRUST COMPANY OF FLORIDA
Number and street (or P.O. box number if mail is not delivered to street address)222 ROYAL PALM WAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH, FL33480
A Employer identification number

65-6164872
B Telephone number (see instructions)

(561) 655-4030
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$20,306,053J 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      
4 Dividends and interest from securities... 265,305 265,290  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,171,418
b Gross sales price for all assets on line 6a 1,272,690
7 Capital gain net income (from Part IV, line 2)... 1,171,418
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 86,547 86,547  
12 Total. Add lines 1 through 11........ 1,523,270 1,523,255  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 146,674 146,674   0
14 Other employee salaries and wages...... 50,000 0   50,000
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 35,000 35,000   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 3,000 0   3,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,381 942   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 902 0   902
23 Other expenses (attach schedule)....... Click to see attachment 69,193 15,595   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 318,150 198,211   53,902
25 Contributions, gifts, grants paid....... 917,000 917,000
26 Total expenses and disbursements. Add lines 24 and 25 1,235,150 198,211   970,902
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 288,120
b Net investment income (if negative, enter -0-) 1,325,044
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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 5 5
2 Savings and temporary cash investments......... 167,175 689,528 689,528
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) 2,209,449 Click to see attachment1,651,484 1,682,866
b Investments—corporate stock (attach schedule)....... 9,334,777 Click to see attachment9,644,749 16,273,525
c Investments—corporate bonds (attach schedule)....... 1,652,133 Click to see attachment1,665,886 1,660,129
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 13,363,532 13,651,652 20,306,053
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 13,363,532 13,651,652
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 13,363,532 13,651,652
30 Total liabilities and net assets/fund balances (see instructions). 13,363,532 13,651,652
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
13,363,532
2
Enter amount from Part I, line 27a .....................
2
288,120
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,651,652
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
13,651,652
Form 990-PF (2021)
Form 990-PF (2021)
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 ST CAP GAIN      
b HFD SEC 1256 ST GAIN      
c LT CAP GAIN      
d HFD SEC 1256 LT GAIN      
e 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     83,567 -83,567
b     7,082 -7,082
c 739,689     739,689
d     10,623 -10,623
e 533,001     533,001
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       -83,567
b       -7,082
c       739,689
d       -10,623
e       533,001
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 1,171,418
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  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 18,418
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 18,418
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 6,558
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,558
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 5
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 8,135
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,135 RefundedBullet 11 0
Part VI-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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    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 (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 addressbulletWWW.EDWARDTBEDFORDFOUNDATION.ORG
    14
    The books are in care ofbulletBESSEMER TRUST COMPANY OF FLORIDA Telephone no.bullet (561) 655-4030

    Located atbullet222 ROYAL PALM WAYPALM BEACHFL ZIP+4bullet33480
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
     
    No
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    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 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
     
     
    c
    .........bullet
    d
    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? .................
    5d
     
     
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    BESSEMER TRUST COMPANY OF FLORIDA CORPORATE TRUSTEE
    10.00     		76,674 0 0
    222 ROYAL PALM WAY
    PALM BEACH,FL33480
    RONALD L FICK ESQ INDIVIDUAL TRUSTEE
    10.00     		70,000 0 0
    C/O BESSEMER TRUST 222 ROYAL PALM
    WAY
    PALM BEACH,FL33480
    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 (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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 VIII-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 VIII-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 (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    19,724,285
    b
    Average of monthly cash balances.......................
    1b
    352,178
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,076,463
    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
    20,076,463
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    301,147
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    19,775,316
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    988,766
    Part X
    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 IX, line 6..................
    1
    988,766
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    18,418
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    46
    c
    Add lines 2a and 2b............................
    2c
    18,464
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    970,302
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    970,302
    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 XII, line 1 ...
    7
    970,302
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 970,302
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 472,260
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 970,902
    a Applied to 2020, but not more than line 2a 472,260
    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 2021 distributable amount..... 498,642
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 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 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		471,660
    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 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 XIV
    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:
    ALFRED J STASHISJR EDWARD T BEDFORD
    4001 TAMIAMI TRAIL NORTH SUITE 200
    NAPLES,FL34103
    (239) 263-5885
    bThe form in which applications should be submitted and information and materials they should include:
    SEE WWW.EDWARDTBEDFORDFOUNDATION.ORG FOR APPLICATION PROCEDURES.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE CO-TRUSTEES PRESENTLY HAVE PARTICULAR INTEREST IN SUPPORTING ORGANIZATIONS BENEFITING CHILDREN AND YOUNG ADULTS, INCLUDING THROUGH EDUCATIONAL, ATHLETIC, AND ARTISTIC PURSUITS, AND THROUGH SOCIAL SERVICE ENTERPRISES.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ACES IN MOTION
    PO BOX 357492
    GAINESVILLE,FL32635     		NONE N/A OPERATIONAL 20,000
    AIR FORCE ACADEMY ATHLETIC CORPORATION
    2168 FIELD HOUSE DRIVE
    USAFA,CO80840     		NONE N/A WOMEN'S TENNIS 50,000
    ASPHALT GREEN
    555 EAST 90TH STREET
    NEW YORK,NY101287803     		NONE N/A OPERATIONAL 30,000
    BOCA HELPING HANDS
    1500 NW 1ST CT
    BOCA RATON,FL33432     		NONE N/A OPERATIONAL 15,000
    CATHOLIC CHARITIES OF EASTERN VIRGINIA
    5361 VIRGINIA BEACH BLVD
    VIRGINIA BEACH,VA23462     		NONE N/A OPERATIONAL 15,000
    CENTER FOR EXCELLENCE IN EDUCATION
    8201 GREENSBORO DRIVE STE 215
    MCLEAN,VA221023813     		NONE N/A OPERATIONAL 15,000
    CHILDREN'S DREAM FUND INC
    200 CENTRAL AVENUE STE 410
    ST PETERSBURG,FL33701     		NONE N/A OPERATIONAL 25,000
    CHILDREN'S GOLF FOUNDATION INCFIRST TEE OF PALM BEACHES
    7301 N HAVERHILL RD
    RIVIERA BEACH,FL33407     		NONE N/A OPERATIONAL 15,000
    CHILDRENS CASE MANAGEMENT ORGANIZATION INC DBA FAMILIES FIRST OF PALM BEACH
    3333 FOREST HILL BLVD 2ND FLOOR
    WEST PALM BEACH,FL33406     		NONE N/A OPERATIONAL 15,000
    COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES
    700 S DIXIE HWY 200
    WEST PALM BEACH,FL33401     		NONE N/A OPERATIONAL 105,000
    EAT BETTER LIVE BETTER
    7029 DAVIT CIRCLE
    LAKE WORTH,FL33467     		NONE N/A OPERATIONAL 10,000
    FIRST TEE CENTRAL COAST
    PO BOX 6261
    SANTA BARBARA,CA93160     		NONE N/A OPERATIONAL 15,000
    FIRST TEE NAPLESCOLLIER
    801 ANCHOR RODE DRIVE 203C
    NAPLES,FL34103     		NONE N/A OPERATIONAL 10,000
    FIRST TEE OF GREATER PASADENA
    1133 ROSEMONT AVE
    PASADENA,CA91103     		NONE N/A OPERATIONAL 15,000
    FIRST TEE OF HAMPTON ROADS
    2400 TOURNAMENT DR
    VIRGINIA BEACH,VA23456     		NONE N/A OPERATIONAL 20,000
    GOLD COAST JUNIOR GOLF FOUNDATION
    419 NW 13TH DRIVE
    BOCA RATON,FL33486     		NONE N/A OPERATIONAL 16,000
    GRANDMA'S PLACE INC
    184 SPARROW DRIVE
    ROYAL PALM BEACH,FL33411     		NONE N/A OPERATIONAL 5,000
    GUADALUPE CENTER INC
    509 HOPE CIRCLE
    IMMOKALEE,FL34142     		NONE N/A OPERATIONAL 50,000
    JUNIOR GOLF ASSOCIATION OF BROWARD COUNTY INC
    5722 S FLAMINGO RD 209
    COOPER CITY,FL333303206     		NONE N/A OPERATIONAL 12,000
    JUNIOR TENNIS CHAMPIONS CENTER INC
    5200 CAMPUS PARKWAY
    COLLEGE PARK,MD20740     		NONE N/A OPERATIONAL 25,000
    LIGHTHOUSE ARTCENTER INC
    373 TEQUESTA DRIVE
    TEQUESTA,FL33469     		NONE N/A OPERATIONAL 12,000
    LOGGERHEAD MARINELIFE CENTER
    14200 US HWY 1
    JUNO BEACH,FL33408     		NONE N/A OPERATIONAL 25,000
    MALTZ JUPITER THEATRE INC
    1001 EAST INDIANTOWN ROAD
    JUPITER,FL33477     		NONE N/A OPERATIONAL 30,000
    NAPLES BOTANICAL GARDEN INC
    4820 BAYSHORE RD
    NAPLES,FL34112     		NONE N/A OPERATIONAL 25,000
    NEW HOPE CHARITIES INC
    626 NORTH DIXIE HWY
    WEST PALM BEACH,FL33401     		NONE N/A OPERATIONAL 30,000
    NORWALK GRASSROOTS TENNIS INC
    15 EASTWOOD ROAD
    NORWALK,CT06851     		NONE N/A OPERATIONAL 10,000
    OPPORTUNITY INC OF PALM BEACH COUNTY
    1713 QUAIL DRIVE
    WEST PALM BEACH,FL33409     		NONE N/A OPERATIONAL 10,000
    PLACE OF HOPE INC
    9078 ISAIAH LANE
    PALM BEACH GARDENS,FL33418     		NONE N/A OPERATIONAL 25,000
    RIVIERA BEACH COMMUNITY OUTREACH
    1144 W 6TH ST
    WEST PALM BEACH,FL33404     		NONE N/A OPERATIONAL 10,000
    SOUTH FLORIDA SCIENCE CENTER AND ACQUARIUM
    4801 DREHER TRAIL NORTH
    WEST PALM BEACH,FL33405     		NONE N/A OPERATIONAL 25,000
    TENACITY INC
    38 EVERETT ST
    BOSTON,MA02134     		NONE N/A OPERATIONAL 25,000
    THE ARMORY ART CENTER INC
    811 PARK PLACE
    WEST PALM BEACH,FL33401     		NONE N/A OPERATIONAL 20,000
    THE EDUCATION FOUNDATION OF COLLIER COUNTY INC
    3606 ENTERPRISE AVENUE SUITE 150
    NAPLES,FL34104     		NONE N/A OPERATIONAL 55,000
    THE GLADES INITIATIVE INC
    PO BOX 210425
    ROYAL PALM BEACH,FL33421     		NONE N/A OPERATIONAL 25,000
    URBAN YOUTH IMPACT INC
    2823 NORTH AUSTRALIAN AVE
    WEST PALM BEACH,FL33407     		NONE N/A OPERATIONAL 25,000
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF SOUTH PALM BEACH COUNTY
    6631 PALMETTO CIRCLE SOUTH
    BOCA RATON,FL33433     		NONE N/A OPERATIONAL 15,000
    YOUNG MEN'S CHRISTIAN ASSOCIATION OF THE PALM BEACHES
    2085 S CONGRESS AVE
    WEST PALM BEACH,FL33406     		NONE N/A OPERATIONAL 25,000
    YOUTH TENNIS FOUNDATION OF FLORIDA INC
    PO BOX 49057
    ST PETERSBURG,FL33743     		NONE N/A OPERATIONAL 42,000
    Total .................................bullet 3a 917,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-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 ...........     		         
    4 Dividends and interest from securities ....          
    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 .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,171,418  
    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 1,523,270 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,523,270
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    EDWARD T BEDFORD FOUNDATION
     
    BESSEMER TRUST COMPANY OF FLORIDA
    EIN:
    65-6164872
    Name of Bond End of Year Book Value End of Year Fair Market Value
    35000.00 CONAGRA BRANDS INC 39,904 38,502
    40000.00 PIONEER NATURAL RESOURCE 40,055 38,906
    35000.00 COMCAST CORP 37,419 37,195
    40000.00 KIMBERLY-CLARK CORP 40,117 38,770
    22000.00 CIGNA CORP 23,239 22,898
    35000.00 ABBVIE INC 35,883 37,195
    40000.00 MCDONALD'S CORP 42,847 42,453
    40000.00 PAYPAL HOLDINGS INC 40,756 40,494
    40000.00 ORACLE CORP SR GLBL NT 40,094 40,157
    45000.00 APPLE INC 44,610 47,596
    37000.00 GOLDMAN SACHS GRP INC FRN 37,000 37,120
    40000.00 BANK OF AMERICA CORP 41,737 42,107
    60000.00 CITIGROUP INC 60,511 64,713
    20000.00 MORGAN STANLEY 20,125 19,795
    33000.00 UNION PACIFIC CORP 38,244 37,043
    25000.00 MORGAN STANLEY 25,005 24,605
    39000.00 VERIZON COMMUNICATIONS 39,434 36,912
    35000.00 LOWE'S COS INC 34,958 34,288
    35000.00 ROPER TECHNOLOGIES INC 38,007 36,257
    40000.00 ENTERGY LOUISIANA LLC 39,992 39,687
    40000.00 VALERO ENERGY CORP 40,091 39,959
    40000.00 AMERICAN HONDA FINANCE 40,020 40,042
    40000.00 INTERCONTINENTALEXCHANGE 39,961 39,966
    8000.00 JPMORGAN CHASE & CO 8,010 8,934
    37000.00 VISA INC 38,503 37,604
    35000.00 XCEL ENERGY INC 35,668 36,773
    40000.00 OMNICOM GROUP INC 39,862 40,027
    13000.00 HP ENTERPRISE CO 14,682 14,426
    40000.00 ENERGY TRANSFER OPERATNG 42,564 43,163
    35000.00 ESTEE LAUDER CO INC 38,072 36,284
    40000.00 TOYOTA MOTOR CREDIT CORP 39,985 40,368
    15000.00 AMAZON.COM INC 14,997 14,988
    25000.00 HP ENTERPRISE CO 25,016 25,003
    40000.00 CHEVRON USA INC 39,716 39,202
    35000.00 ROSS STORES INC 38,782 38,319
    35000.00 AIR LEASE CORP 34,788 34,303
    40000.00 BP CAP MARKETS AMERICA 45,230 44,400
    40000.00 D.R. HORTON INC 39,871 38,712
    8000.00 JPMORGAN CHASE & CO 8,074 7,933
    35000.00 PUBLIC STORAGE 35,086 34,945
    35000.00 BROADCOM INC 39,121 38,276
    35000.00 BLACKROCK INC 34,688 34,733
    35000.00 SOUTHERN CAL EDISON 34,945 34,702
    35000.00 CHARLES SCHWAB CORP 35,201 35,419
    35000.00 CANADIAN IMPERIAL BANK 36,964 36,511
    66000.00 SUMITOMO MITSUI FINL GRP 66,052 68,444

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    EDWARD T BEDFORD FOUNDATION
     
    BESSEMER TRUST COMPANY OF FLORIDA
    EIN:
    65-6164872
    Name of Stock End of Year Book Value End of Year Fair Market Value
    51.00 CHARTER COMMUNICATIONS INC 23,998 33,250
    110.00 SEA LTD ADR 4,843 24,608
    67.00 ALPHABET INC CLASS C 43,617 193,870
    375.00 META PLATFORMS INC 60,897 126,131
    188.00 MATCH GROUP INC 18,984 24,863
    81.00 BURLINGTON STORES INC 14,033 23,612
    135.00 ADVANCE AUTO PARTS 15,628 32,383
    65.00 LVMH MOET HENNESSY VUITTON 27,975 53,521
    345.00 APTIV PLC 52,410 56,907
    695.00 DOLLARAMA INC 22,441 34,760
    95.00 EXPEDIA GROUP INC 15,737 17,168
    515.00 NIKE INC CL B 28,153 85,835
    70.00 HOME DEPOT 9,473 29,050
    350.00 ROSS STORES INC 34,325 39,998
    11.00 MERCADOLIBRE INC 17,057 14,832
    35.00 DOMINOS PIZZA 13,753 19,751
    185.00 WYNDHAM HOTELS & RESORTS 8,948 16,585
    370.00 HILTON WORLDWIDE HOLDINGS 38,648 57,716
    40.00 AMAZON.COM INC 30,580 133,373
    375.00 PEPSICO INC 35,805 65,141
    885.00 US FOODS HOLDING CORP 26,708 30,824
    55489.08 OW CREDIT INCOME FUND 554,375 559,884
    820.00 CONOCOPHILLIPS 38,351 59,187
    150.00 PIONEER NATURAL RESOURCES 27,585 27,282
    2180.00 BANK OF AMERICA CORP 65,520 96,988
    635.00 CITIGROUP INC 23,443 38,347
    113.00 S&P GLOBAL INC. 36,298 53,328
    590.00 BLACKSTONE INC 32,943 76,340
    82.00 AON PLC 17,853 24,645
    140.00 NASDAQ INC. 12,087 29,401
    885.00 SCHWAB CHARLES CORP NEW 47,178 74,428
    350.00 JPMORGAN CHASE & CO 54,307 55,422
    63.00 MSCI INC 27,737 38,599
    175.00 UNITEDHEALTH GROUP INC 45,624 87,874
    109.00 THERMO FISHER SCIENTIFIC 6,203 72,729
    57.00 TELEFLEX INC 15,579 18,723
    215.00 DANAHER CORP 17,187 70,737
    62.00 LAB CORP OF AMER HLDGS NEW 8,231 19,481
    77.00 COOPER COS INC 18,103 32,258
    250.00 CATALENT INC 27,240 32,007
    115.00 STERIS PLC 11,485 27,992
    290.00 ZOETIS INC 18,618 70,768
    380.00 IQVIA HOLDINGS INC 57,353 107,213
    177504.34 BTC CTF HEDGE FUND OF FDS 2,297,251 2,902,728
    370.00 IAA INC 12,076 18,729
    106.00 EQUIFAX INC 14,144 31,035
    290.00 SAFRAN SA 36,257 35,361
    140.00 LINCOLN ELEC HLDG 18,635 19,525
    215.00 SMITH A O CORP 9,048 18,457
    90.00 CARLISLE COS 17,701 22,330
    133.00 NORTHROP GRUMMAN CORP 48,644 51,480
    60.00 HEICO CORPORATION 8,114 8,653
    223.00 UNION PACIFIC CORP 38,082 56,180
    95.00 CINTAS CORP 15,401 42,101
    130.00 DOVER CORP 10,014 23,608
    350.00 EATON CORP PLC 50,159 60,487
    85.00 NICE LTD ADR 13,953 25,806
    74.00 ASML HOLDING 35,250 59,230
    83.00 NVIDIA CORP 23,975 24,411
    430.00 TEXAS INSTRUMENTS INC 42,752 81,042
    1190.00 APPLE INC 31,695 211,308
    135.00 ASPEN TECHNOLOGY 18,511 20,547
    810.00 MICROSOFT CORP 51,507 272,419
    76.00 SYNOPSYS INC 8,493 28,006
    88.00 ADOBE INC 44,067 49,901
    50.00 ANSYS INC 8,670 20,056
    60.00 SERVICENOW INC 10,246 38,946
    47.00 PAYCOM SOFTWARE INC 17,117 19,513
    520.00 VISA INC 44,761 112,689
    140.00 CDW CORP/DE 15,262 28,669
    260.00 SS&C TECHNOLOGIES HOLDINGS 16,390 21,314
    555.00 AMPHENOL CORP 26,215 48,540
    105.00 WEX INC 16,880 14,740
    341599.19 OW LARGE CAP STRATEGIES FD 3,353,729 6,435,728
    285.00 VULCAN MATERIALS 53,109 59,160
    117.00 AIR PRODUCTS & CHEMICALS 27,614 35,598
    215.00 AMERICAN TOWER CORP 37,751 62,887
    95.00 JONES LANG LASALLE INC COM 18,090 25,587
    134996.31 OW SMALL & MIDCAP STRAT FD 1,416,073 2,436,683
    160.00 AMERICAN WATER WORKS CO 6,299 30,217
    360.00 AMEREN CORP 23,501 32,043

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    EDWARD T BEDFORD FOUNDATION
     
    BESSEMER TRUST COMPANY OF FLORIDA
    EIN:
    65-6164872
    US Government Securities - End of Year Book Value:

    1,651,484
    US Government Securities - End of Year Fair Market Value:

    1,682,866
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 LegalFeesSchedule
    Name:
    EDWARD T BEDFORD FOUNDATION
     
    BESSEMER TRUST COMPANY OF FLORIDA
    EIN:
    65-6164872
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 35,000 35,000   0


    TY 2021 OtherExpensesSchedule
    Name:
    EDWARD T BEDFORD FOUNDATION
     
    BESSEMER TRUST COMPANY OF FLORIDA
    EIN:
    65-6164872
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HFD INV INTEREST EXPENSE 15,595 15,595   0
    HFD 2% DEDUCTIONS 53,595 0   0
    LINE 18C NONDEDUC EXPS HFD K1 3 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    EDWARD T BEDFORD FOUNDATION
     
    BESSEMER TRUST COMPANY OF FLORIDA
    EIN:
    65-6164872
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    HEDGE FUND OTH INCOME 67,643 67,643 67,643
    BTC HDG FD OTH PORT INCOME 30,613 30,613 30,613
    HFD ORD INC PASSIVE -11,709 -11,709 -11,709


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EDWARD T BEDFORD FOUNDATION
     
    BESSEMER TRUST COMPANY OF FLORIDA
    EIN:
    65-6164872
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL SERVICE FEES 3,000 0   3,000


    TY 2021 TaxesSchedule
    Name:
    EDWARD T BEDFORD FOUNDATION
     
    BESSEMER TRUST COMPANY OF FLORIDA
    EIN:
    65-6164872
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 942 942   0
    FOREIGN TAXES EXCESS WITHHELD 439 0   0
    2020 TAX PAID WITH EXT 12,000 0   0