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
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$2,377,181J 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 1,759 1,759  
4 Dividends and interest from securities... 37,990 37,990  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 89,698
b Gross sales price for all assets on line 6a 262,137
7 Capital gain net income (from Part IV, line 2)... 89,698
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 -3,241 -3,241  
12 Total. Add lines 1 through 11........ 126,206 126,206  
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 1,148 1,148   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 34,388 34,388   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,536 35,536   0
25 Contributions, gifts, grants paid....... 109,600 109,600
26 Total expenses and disbursements. Add lines 24 and 25 145,136 35,536   109,600
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -18,930
b Net investment income (if negative, enter -0-) 90,670
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 Savings and temporary cash investments......... 79,367 47,049 47,049
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)....... 1,013,833 Click to see attachment1,040,296 2,258,197
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).......... 62,154 Click to see attachment78,585 71,935
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) 1,155,354 1,165,930 2,377,181
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........... 1,155,354 1,165,930
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)..... 1,155,354 1,165,930
30 Total liabilities and net assets/fund balances (see instructions). 1,155,354 1,165,930
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
1,155,354
2
Enter amount from Part I, line 27a .....................
2
-18,930
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
29,506
4
Add lines 1, 2, and 3 ..........................
4
1,165,930
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
1,165,930
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 AVANGRID INC P 2020-07-21 2021-03-16
b APPLE INC P 2011-10-04 2021-07-23
c DEERE & CO P 2014-02-13 2021-07-23
d WESTERN ALLIANCE BK P 2016-06-09 2021-11-15
e HSBC HOLDINGS PLC P 2010-08-17 2021-01-13
GENERAL MOTORS CORP P 2011-04-21 2021-03-30
GENERAL MOTORS CORP P 2011-04-21 2021-03-30
BRISTOL-MYERS P 2019-11-21 2021-01-05
ALLIANT ENERGY CORP P 2020-07-08 2021-06-17
ALTAGAS INCOME LTD P 2020-04-08 2021-02-08
CENTERPOINT ENERGY INC P 2021-02-08 2021-08-31
CHESAPEAKE UTILITIES CORP P 2020-10-01 2021-02-08
DOMINION ENERGY INC P 2020-07-08 2021-08-31
ENEL SOCIETA PER AZIONI P 2021-03-29 2021-12-31
EQUITRANS MIDSTREAM CORP P 2020-07-08 2021-03-29
FORTIS INC P 2020-05-11 2021-12-31
HESS MIDSTREAM LP P 2021-03-29 2021-06-17
IBERDROLA P 2021-09-29 2021-12-31
IDACORP INC P 2020-05-11 2021-06-17
KINDER MORGAN INC P 2020-04-08 2021-03-29
ONEOK INC NEW P 2020-12-01 2021-08-31
PPL CORPORATION P 2020-05-11 2021-03-29
PLAINS GP HLDGS LP P 2020-04-08 2021-03-29
PUBLIC SVC ENTERPRISE GROUP INC P 2020-02-21 2021-02-08
SEMPRA ENERGY P 2020-07-08 2021-06-17
SOUTHERN COMPANY P 2020-07-08 2021-02-08
TC ENERGY CORP P 2021-03-03 2021-06-17
UGI CORP NEW P 2021-02-08 2021-08-31
CHENIERE ENERGY PARTNERS LP P 2020-07-08 2021-02-08
PHILLIPS 66 PARTNERS LP P 2020-04-08 2021-02-24
TC PIPELINES P 2020-04-08 2021-03-03
ALLIANT ENERGY CORP P 2019-02-12 2021-08-31
AMERICAN ELECTRIC POWER INC P 2018-02-15 2021-08-31
ATMOS ENERGY CORP P 2020-05-11 2021-12-31
CMS ENERGY CORP P 2018-02-15 2021-08-31
DOMINION ENERGY INC P 2020-07-08 2021-08-31
ENBRIDGE INC P 2018-12-20 2021-06-17
EXELON CORPORATION P 2018-05-22 2021-08-31
FORTIS INC P 2019-11-18 2021-12-31
NEW JERSEY RES CORP P 2016-05-31 2021-06-23
NEXTERA ENERGY INC P 2018-11-07 2021-08-31
NEXTERA ENERGY PARTNERS LP P 2015-10-16 2021-06-17
PPL CORPORATION P 2019-02-12 2021-03-29
PUBLIC SVC ENTERPRISE GROUP INC P 2019-02-12 2021-08-31
QUANTA SVCS INC P 2020-05-11 2021-06-17
SEMPRA ENERGY P 2019-02-12 2021-06-17
SOUTHERN COMPANY P 2020-07-08 2021-08-31
TC ENERGY CORP P 2018-08-08 2021-03-31
WILLIAMS COMPANIES INC P 2019-06-14 2021-10-21
XCEL ENERGY INC P 2018-11-07 2021-08-31
ENTERPRISE PRODUCTS PARTNERS P 2017-01-18 2021-03-29
HOLLY ENERGY PARTNERS LP P 2015-11-25 2021-04-06
PHILLIPS 66 PARTNERS LP P 2019-06-14 2021-02-08
TC PIPELINES P 2014-10-20 2021-03-03
WESTLAKE CHEMICAL PARTNERS LP P 2017-01-18 2021-12-31
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 9,728   9,556 172
b 52,356   5,161 47,195
c 20,081   4,902 15,179
d 25,000   25,000 0
e 10,000   9,430 570
1     1
1     1
    460 -460
1,740   1,457 283
155   100 55
751   636 115
1,030   836 194
1,547   1,491 56
792   1,002 -210
3,302   3,614 -312
3,571   3,087 484
258   209 49
1,419   1,558 -139
3,056   2,678 378
314   275 39
7,544   5,545 1,999
2,026   1,812 214
547   303 244
587   599 -12
1,405   1,174 231
1,219   1,062 157
4,781   4,375 406
463   373 90
391   345 46
1,870   2,435 -565
7,884   7,929 -45
3,438   2,791 647
1,741   1,339 402
4,096   3,926 170
642   436 206
2,331   2,256 75
405   313 92
951   796 155
2,368   1,989 379
3,315   2,776 539
5,413   3,110 2,303
7,177   1,512 5,665
4,631   5,407 -776
6,095   5,725 370
878   332 546
5,459   4,960 499
655   531 124
8,292   8,297 -5
2,131   1,327 804
686   495 191
864   1,108 -244
2,744   4,224 -1,480
512   984 -472
11,818   18,305 -6,487
2,307   2,096 211
19,369     19,369
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       172
b       47,195
c       15,179
d       0
e       570
      1
      1
      -460
      283
      55
      115
      194
      56
      -210
      -312
      484
      49
      -139
      378
      39
      1,999
      214
      244
      -12
      231
      157
      406
      90
      46
      -565
      -45
      647
      402
      170
      206
      75
      92
      155
      379
      539
      2,303
      5,665
      -776
      370
      546
      499
      124
      -5
      804
      191
      -244
      -1,480
      -472
      -6,487
      211
      19,369
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 89,698
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 1,260
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 1,260
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,595
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 3,595
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,335
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,335 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
 
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 XIV..................................
    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 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 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 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)
     
    No
    (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
     
     
    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
    LAURA A BEDFORD TRUSTEE
    1.00     		0 0 0
    11 SHAFER ROAD
    NEW HARTFORD,CT06057
    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 (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
    2,479,118
    b
    Average of monthly cash balances.......................
    1b
    65,437
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,544,555
    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
    2,544,555
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    38,168
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,506,387
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    125,319
    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
    125,319
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,260
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,260
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    124,059
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    124,059
    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
    124,059
    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 7 124,059
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    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...... 10,626
    e From 2020......  
    f Total of lines 3a through e ........ 10,626
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 109,600
    a Applied to 2020, 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 2021 distributable amount..... 109,600
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 10,626 10,626
    (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 ..........     		3,833
    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:
    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 (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
    LITCHFIELD HILLS ROWING CLUB
    607 BANTAM ROAD
    LITCHFIELD,CT06750     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 49,600
    MUTTVILLE
    255 ALABAMA STREET
    SAN FRANCISCO,CA94103     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 5,000
    NATIONAL ROWING FOUNDATION
    32 SHERWOOD ROAD
    MELROSE,MA02176     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 22,500
    PRINCETON UNIVERSITY ROWING ASSOCIATION
    1491 CYPRESS DRIVE - UNIT 1766
    PEBBLE BEACH,CA93953     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 7,500
    SOUTH CENTRAL BLOODHOUND RESCUE
    PO BOX 1772
    FAYETTEVILLE,AR72702     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 5,000
    FRIENDS OF PRINCETON SQUASH
    100 OVERLOOK CENTER - SUITE 300
    PRINCETON,NJ08540     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 7,500
    PROUST NECK CONVERSANCY
    499 BLACK POINT ROAD
    SCARBOROUGH,ME04074     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 2,500
    US ROWING
    LB 2162 PO BOX 9500
    PHILADELPHIA,PA19195     		  501(C)(3) PUBLIC CHA GENERAL CONTRIBUTION 10,000
    Total .................................bullet 3a 109,600
    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 ...........     		    14 1,759  
    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 86,457  
    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) .. 0 126,206 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    126,206
    (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 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 5,822
    ADOBE SYSTEMS INC. - 25 SHS 12,424 14,177
    AES CORP - 90 SHS 2,430 2,187
    ALIBABA GRP HOLDINGS - 100 SHS 9,892 11,879
    ALLIANT ENERGY CORP - 55 SHS 2,840 3,381
    ALLSTATE CORP - 200 SHARES 10,600 23,530
    ALPHABET (GOOGLE) INC - 25 SHS 8,519 72,426
    ALTAGAS INCOME LTD - 500 SHS 7,149 10,820
    AMAZON COM INC - 25 SHS 14,131 83,359
    AMERICAN ELECTRIC POWER INC - 65 SHS 5,524 5,783
    AMERICAN WATER WORKS CO - 10 SHS 1,174 1,889
    AMGEN INC - 100 SHS 16,317 22,497
    APPLE INC - 1,230 SHS 21,139 218,411
    AT & T INC - 800 SHARES 22,504 19,680
    ATMOS ENERGY CORP - 65 SHARES 6,229 6,810
    BHP BILLITON LTD - 100 SHS 7,175 6,035
    BLACK HILLS CORP - 20 SHS 1,214 1,411
    BLACKSTONE GROUP INC - 600 SHS 19,900 77,634
    BLINK CHARGING CO - 200 SHS 9,265 5,302
    BLOCK INC CL A - 200 SHS 12,513 32,302
    BRISTOL MYERS SQUIBB CO - 300 SHS 13,465 18,705
    BROADCOM INC - 40 SHS 10,886 26,616
    CATERPILLAR INC - 100 SHS 4,161 20,674
    CDN IMPERIAL BK COMMERCE - 200 SHARES 16,612 23,312
    CENTERPOINT ENERGY INC - 260 SHS 5,720 7,257
    CHENIERE ENERGY INC NEW - 100 SHS 7,667 10,142
    CHENIERE ENERGY PARTNERS LP - 285 SHARES 9,407 12,038
    CISCO SYSTEMS INC - 200 SHS 4,888 12,674
    CLEARWAY ENERGY INC - 120 SHS 3,052 4,018
    CLOROX CO - 100 SHS 12,177 17,436
    CMS ENERGY CORP - 60 SHS 3,478 3,903
    COMPASS MINERALS - 100 SHS 6,500 5,108
    COMPASS MINERALS - 200 SHS 11,474 10,216
    CVS HEALTH CORP - 200 SHS 12,784 20,632
    DEERE & CO - 143 SHS 12,298 49,033
    DISNEY WALT CO - 200 SHS 18,271 30,978
    DOW INC.- 128 SHS 4,462 7,260
    DT MIDSTREAM INC - 60 SHS 2,901 2,879
    DUPONT DE NEMOURS INC - 128 SHS 6,547 10,340
    EMERSON ELECTRIC CO EMR - 200 SHS 9,960 18,594
    ENBRIDGE INC - 189 SHS 6,639 7,386
    ENEL SOCIETA PER AZIONI - 380 SHS 3,742 3,025
    ENERGY TRANSFER LP - 1,100 SHS 10,627 9,053
    ENTERPRISE PRODUCTS PARTNERS - 1,106 SHS 7,871 24,288
    ETF SER SOLUTIONS ETF US GLOBAL - 250 SHS 4,380 5,273
    EXELON CORP. - 40 SHS 1,560 2,310
    FIRST TR NASDAQ - 200 SHS 4,924 10,558
    FIRST TRUST GLOBAL - 700 SHS 9,674 14,168
    FORD MOTOR CO - 500 SHS 7,450 10,385
    GLOBAL X FDS - 100 SHS 6,841 8,444
    GLOBAL X FDS - 200 SHS 6,516 16,888
    GROWGENERATION CORP - 100 SHS 1,490 1,305
    HESS MIDSTREAM LP - 170 SHS 3,749 4,697
    HOLLY ENERGY PARTNERS LP - 305 SHS 3,528 5,029
    HSBC HOLDINGS PLC - 200 SHARES 11,053 6,030
    IBERDROLA - 60 SHS 3,154 2,831
    IDACORP INC - 45 SHS 3,855 5,099
    II-ISE CLOUD COMPUTING INDEX FUND - 200 SHARES 4,880 20,862
    INTEL CORP - 300 SHS 7,257 15,450
    INTERDIGITAL INC - 200 SHS 10,238 14,326
    INTERNATIONAL BUSINESS MACHINE - 100 SHS 13,623 13,366
    INVESCO TR II SOLAR - 100 SHS 11,725 7,697
    INVESCO TR II SOLAR - 400 SHS 10,184 30,788
    INVITATION HOMES INC - 161 SHS 2,877 7,300
    ISHARE INDIA - 125 SHS 4,464 5,914
    ISHARES DOW JONES SELECT DIV INDEX F-600 SHS 33,165 73,554
    ISHARES RUSSELL 2000 VALUE - 200 SHS 10,880 33,210
    ISHARES US AEROSPACE - 50 SHS 9,500 10,278
    JOHNSON & JOHNSON - 200 SHS 12,500 34,214
    JPMORGAN CHASE - 100 SHS 6,000 15,835
    KEYERA CORP - 50 SHS 1,204 1,129
    KINDER MORGAN INC DEL - 272 SHARES 4,169 4,314
    KKR & CO INC -500 SHS 8,755 37,250
    KYNDRYL HLDGS INC - 20 SHS 597 362
    L3HARRIS TECHNOLOGIES INC - 100 SHS 4,297 21,324
    LI-CYCLE HOLDINGS CORP - 200 SHS 2,894 1,992
    LOCKHEED MARTIN CORP - 100 SHS 24,836 35,541
    MAGELLAN MIDSTREAM PRTNS - 465 SHS 15,164 21,595
    MERCK & CO INC - 150 SHARES 5,411 11,496
    MICRON TECH INC - 200 SHS 8,976 18,630
    MICROSOFT CORP - 100 SHS 10,150 33,632
    MP MATLS CORP - 200 SHS 6,194 9,084
    NATIONAL HEALTH INVS INC - 200 SHS 5,670 11,494
    NAVIOS MARITIME PARTNERS LP - 200 SHS 3,184 5,018
    NETFLIX - 25 SHS 2,597 15,061
    NEW JERSEY RES CORP - 40 SHS 1,338 1,642
    NEWMONT MINING CORP NEW - 200 SHS 9,880 12,404
    NEXTERA ENERGY INC - 90 SHARES 5,708 8,402
    NEXTERA ENERGY PARTNERS - 197 SHS 8,372 16,627
    NIKE INC CLASS B - 200 SHARES 6,700 33,334
    NORFOLK SOUTHERN CORP - 100 SHARES 8,901 29,771
    NOVARTIS AG - 200 SHS 11,870 17,494
    NUCOR CORP - 200 SHARES 8,323 22,830
    NVIDIA CORP - 400 SHS 1,503 117,644
    OCCIDENTAL PETE CORP - 300 SHS 13,263 8,697
    OCCIDENTAL PETRO WTS - 37 SHARES 183 467
    ONE GAS INC - 90 SHARES 6,671 6,983
    ONEOK INC - 85 SHS 4,025 4,995
    ORGANON & CO - 15 SHS 271 457
    PLAINS GP HOLDINGS LP - 1,120 SHS 9,856 11,357
    PPL CORPORATION - 120 SHS 3,444 3,607
    PROCTER & GAMBLE CO - 200 SHS 12,684 32,716
    PUBLIC SVC ENTERPRISE GROUP INC - 115 SHS 6,103 7,674
    QUANTA SVCS INC - 70 SHS 2,561 8,026
    ROBO GLOBAL ROBOTICS - 200 SHS 8,332 14,022
    SEMPRA ENERGY LLC - 55 SHS 6,678 7,275
    SPDR S&P CHINA - 100 SHS 10,432 10,325
    STARWOOD PROPERTY TR INC - 900 SHARES 20,109 21,870
    TAIWAN SEMICONDUCTOR MFG CO - 300 SHS 2,855 36,093
    TARGET CORP - 200 SHS 11,470 46,288
    TC ENERGY CORP - 340 SHS 14,729 15,824
    TENCENT HOLDINGS LTD - 200 SHS 8,106 11,660
    THE SOUTHERN COMPANY - 70 SHS 4,285 4,801
    TRUIST FINL CORP - 150 SHS 5,094 8,783
    TWITTER INC - 200 SHS 13,227 8,644
    UGI CORP NEW - 130 SHS 5,360 5,968
    VANECK VECTORS TR ETF VIETNAM ETF - 200 SHS 2,942 4,248
    VANGUARD INTL EQUITY ETF - 900 SHS 39,285 44,514
    VENTAS INC - 200 SHARES 5,998 10,224
    VERIZON - 105 SHS 5,052 5,456
    WALGREENS BOOTS ALLIANCE INC - 200 SHS 9,881 10,432
    WALMART STORE - 100 SHARES 4,968 14,469
    WEC ENERGY GROUP INC - 35 SHS 2,969 3,397
    WELLTOWER (HEALTH CARE REIT INC) - 300 SHARES 14,065 25,731
    WESTLAKE CHEMICAL PARTNERS - 220 SHS 2,160 5,909
    WILLIAMS COMPANIES INC - 323 SHS 7,179 8,411
    XCEL ENERGY INC - 40 SHS 3,750 4,091

    TY 2021 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 - 1,529.238 SHS AT COST 78,585 71,935

    TY 2021 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 34,360 34,360   0
    ADR FEES 28 28   0


    TY 2021 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
    OTHER PARTNERSHIP INCOME -3,205 -3,205 -3,205
    SEC 1231 LOSS FROM PARTNERSHIP -36 -36 -36


    TY 2021 OtherIncreasesSchedule
    Name:
    BEDFORD FAMILY CHARITABLE TRUST
     
    C/O STEVEN BEDFORD TRUSTEE
    EIN:
    86-6255502
    Description Amount
    UNREALIZED GAINS ON SECURITIES 29,506


    TY 2021 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 1,148 1,148   0