Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
right arrowDo not enter social security numbers on this form as it may be made public.
right arrowGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2022
Open to Public Inspection
For calendar year 2022, or tax year beginning 01-01-2022 , and ending 12-31-2022
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 right arrow
G Check all that apply:

D 1. Foreign organizations, check here............. right arrow
2. Foreign organizations meeting the 85%
test, check here and attach computation ... right arrow
E right arrow
H Check type of organization:
F right arrow
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)right arrow$15,942,102J 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 right arrow.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 251,670 251,670  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 258,776
b Gross sales price for all assets on line 6a 324,968
7 Capital gain net income (from Part IV, line 2)... 258,776
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
List of Attached Documents:
// Content
33,287 33,287  
12 Total. Add lines 1 through 11........ 543,733 543,733  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 138,139 138,139   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
List of Attached Documents:
// Content
35,000 35,000   0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
3,300 0   3,300
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
33,605 1,092   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 1,496 0   1,496
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
66,454 17,099   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 327,994 191,330   54,796
25 Contributions, gifts, grants paid....... 910,579 910,579
26 Total expenses and disbursements. Add lines 24 and 25 1,238,573 191,330   965,375
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -694,840
b Net investment income (if negative, enter -0-) 352,403
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2022)
Form 990-PF (2022)
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............. 5    
2 Savings and temporary cash investments......... 689,528 108,264 108,264
3 Accounts receivable right arrow  
Less: allowance for doubtful accounts right arrow        
4 Pledges receivable right arrow  
Less: allowance for doubtful accounts right arrow        
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) right arrow  
Less: allowance for doubtful accounts right arrow        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,651,484 Click to see attachment
List of Attached Documents:
// Content
1,844,339 		1,742,067
b Investments—corporate stock (attach schedule)....... 9,644,749 Click to see attachment
List of Attached Documents:
// Content
9,668,264 		12,852,701
c Investments—corporate bonds (attach schedule)....... 1,665,886 Click to see attachment
List of Attached Documents:
// Content
1,335,945 		1,239,070
11 Investments—land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis right arrow  
Less: accumulated depreciation (attach schedule) right arrow        
15 Other assets (describe right arrow)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,651,652 12,956,812 15,942,102
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 right arrow)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here right arrow
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 right arrow
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 13,651,652 12,956,812
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)..... 13,651,652 12,956,812
30 Total liabilities and net assets/fund balances (see instructions). 13,651,652 12,956,812
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
13,651,652
2
Enter amount from Part I, line 27a .....................
2
-694,840
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,956,812
5
Decreases not included in line 2 (itemize) right arrow
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
12,956,812
Form 990-PF (2022)
Form 990-PF (2022)
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/LOSS P    
b LT CAP GAIN/LOSS P    
c HFD SEC 1256 ST GAIN P    
d HFD SEC 1256 LT GAIN P    
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     66,192 -66,192
b 321,767     321,767
c 1,274     1,274
d 1,911     1,911
e 16     16
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       -66,192
b       321,767
c       1,274
d       1,911
e       16
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 2 258,776
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 (2022)
Form 990-PF (2022)
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 right arrow 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) 1 4,898
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 4,898
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,898
6 Credits/Payments:
a 2022 estimated tax payments and 2021 overpayment credited to 2022 6a 19,015
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 19,015
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2221 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......right arrow 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...right arrow 10 14,117
11 Enter the amount of line 10 to be: Credited to 2023 estimated taxright arrow14,117 Refundedright arrow 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. right arrow$ 0(2) On foundation managers.right arrow$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.right arrow$ 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:
round bullet By language in the governing instrument, or
round bullet 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)
right arrowFL
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 2022 or the taxable year beginning in 2022? 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 (2022)
Form 990-PF (2022)
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 addressright arrowWWW.EDWARDTBEDFORDFOUNDATION.ORG
14
The books are in care ofright arrowBESSEMER TRUST COMPANY OF FLORIDA Telephone no.right arrow (561) 655-4030

Located atright arrow222 ROYAL PALM WAYPALM BEACHFL ZIP+4right arrow33480
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........right arrow
and enter the amount of tax-exempt interest received or accrued during the year ........right arrow
15
 
16 At any time during calendar year 2022, 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 right arrow
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
Organizations relying on a current notice regarding disaster assistance check here ........right arrow
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 2022? .............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?....................
2a
 
No
If "Yes," list the years right arrow20, 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.
right arrow20, 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 2022 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 2022.) .....................
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 2022? ..
4b
 
No
Form 990-PF (2022)
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check .........right arrow
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 		68,139 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...................right arrow 0
Form 990-PF (2022)
Form 990-PF (2022)
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.............right arrow0
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.........................right arrow0
Form 990-PF (2022)
Form 990-PF (2022)
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
16,866,006
b
Average of monthly cash balances.......................
1b
338,093
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
17,204,099
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
17,204,099
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
258,061
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,946,038
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
847,302
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
847,302
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
4,898
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
603
c
Add lines 2a and 2b............................
2c
5,501
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
841,801
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
841,801
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
841,801
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
965,375
b
Program-related investments—total from Part VIII-B..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes...............................
2
 
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)....................
3a
 
b
Cash distribution test (attach the required schedule) .................
3b
 
4
Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4. .......
4
965,375
Form 990-PF (2022)
Form 990-PF (2022)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2021 		(c)
2021 		(d)
2022
1 Distributable amount for 2022 from Part X, line 7 841,801
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2021 only....... 471,660
b Total for prior years:20, 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2017......  
b From 2018......  
c From 2019......  
d From 2020......  
e From 2021......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2022 from Part
XI, line 4: right arrow$ 965,375
a Applied to 2021, but not more than line 2a 471,660
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 2022 distributable amount..... 493,715
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2022. 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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023 .......... 		348,086
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 2017 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2018....  
b Excess from 2019....  
c Excess from 2020....  
d Excess from 2021....  
e Excess from 2022....  
Form 990-PF (2022)
Form 990-PF (2022)
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 2022, enter the date of the ruling ...... right arrow
 
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 IX for each
year listed .......... 		Tax year Prior 3 years (e) Total
(a) 2022 (b) 2021 (c) 2020 (d) 2019
         
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 right arrow
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 (2022)
Form 990-PF (2022)
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

AIR FORCE ACADEMY ATHLETIC CORPORATION

2168 FIELD HOUSE DRIVE
USAFA,CO80840 		NONE N/A WOMEN'S TENNIS 70,000

ASPHALT GREEN

555 EAST 90TH STREET
NEW YORK,NY101287803 		NONE N/A OPERATIONAL 30,000

BOUND FOR COLLEGE

1730 S FEDERAL HIGHWAY 297
DELRAY BEACH,FL33483 		NONE N/A OPERATIONAL 20,000

CARIDAD CENTER INC

8645 W BOYNTON BEACH BLVD
BOYNTON BEACH,FL33472 		NONE N/A OPERATIONAL 20,000

CATHOLIC CHARITIES OF EASTERN VIRGINIA

5361 VIRGINIA1132 PICKETT RD BEACH
BLVD
NORFOLK,VA23502 		NONE N/A OPERATIONAL 20,000

CENTER FOR EXCELLENCE IN EDUCATION

8201 GREENSBORO DRIVE STE 215
MCLEAN,VA221023813 		NONE N/A OPERATIONAL 15,000

CHAMPIONS FOR LEARNING

3606 ENTERPRISE AVENUE SUITE 150
NAPLES,FL34103 		NONE N/A OPERATIONAL 50,000

CHILDREN'S DREAM FUND INC

1600 23RD AVE N
ST PETERSBURG,FL33701 		NONE N/A OPERATIONAL 25,000

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

EMBRY-RIDDLE AERONAUTICAL UNIVERSITY

1 AEROSPACE BOULEVARD
DAYTONA BEACH,FL32114 		NONE N/A OPERATIONAL 5,579

FIRST TEE CENTRAL COAST

PO BOX 6261
SANTA BARBARA,CA93160 		NONE N/A OPERATIONAL 15,000

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

GAINESVILLE AREA COMMUNITY TENNIS ASSOCIATION

PO BOX 357492
GAINESVILLE,FL32635 		NONE N/A OPERATIONAL 25,000

GOLD COAST JUNIOR GOLF FOUNDATION

419 NW 13TH DRIVE
BOCA RATON,FL33486 		NONE N/A OPERATIONAL 16,000

GOLISANO CHILDREN'S MUSEUM OF NAPLES

15080 LIVINGSTON RD
NAPLES,FL34109 		NONE N/A OPERATIONAL 15,000

GRANDMA'S PLACE INC

184 SPARROW DRIVE
ROYAL PALM BEACH,FL33411 		NONE N/A OPERATIONAL 10,000

GUADALUPE CENTER INC

509 HOPE CIRCLE
IMMOKALEE,FL34142 		NONE N/A OPERATIONAL 50,000

HORSES N HEROES OF MARION COUNTY INC

12680 NORTH US HIGHWAY 441
CITRA,FL32113 		NONE N/A OPERATIONAL 25,000

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

1300 CONNECTICUT AVE NW STE 850
WASHINGTON,DC20036 		NONE N/A OPERATIONAL 20,000

JUNIOR TENNIS CHAMPIONS CENTER INC

1300 CONNECTICUT AVE NW STE 850
WASHINGTON,DC20036 		NONE N/A OPERATIONAL 20,000

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

PLACE OF HOPE INC

9078 ISAIAH LANE
PALM BEACH GARDENS,FL33418 		NONE N/A OPERATIONAL 25,000

TENACITY INC

367 WESTERN AVE FL 2
BRIGHTON,MA02135 		NONE N/A OPERATIONAL 25,000

THE ARMORY ART CENTER INC

811 PARK PLACE
WEST PALM BEACH,FL33401 		NONE N/A OPERATIONAL 20,000

URBAN YOUTH IMPACT INC

2823 NORTH AUSTRALIAN AVE
WEST PALM BEACH,FL33407 		NONE N/A OPERATIONAL 30,000

USAFA - MEN'S TENNIS

2168 FIELD HOUSE DRIVE
USAFA,CO80840 		NONE N/A MEN'S TENNIS 20,000

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 .................................right arrow 3a 910,579
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2022)
Form 990-PF (2022)
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 ....     14 251,670  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....     01 33,287  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 258,776  
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) .. 0 543,733 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
543,733
(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 (2022)
Form 990-PF (2022)
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.
right arrow right arrow
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 Check if self-
employed right arrow		 PTIN
Firm's name SmallBullet
 Firm's EIN SmallBullet
Firm's address SmallBullet


 Phone no.
Form 990-PF (2022)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2022 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
37000.00 T-MOBILE USA INC 35,495 30,152
45000.00 PAYPAL HOLDINGS INC 38,558 39,183
12000.00 UNION PACIFIC CORP 13,629 11,540
20000.00 D.R. HORTON INC 19,935 16,664
20000.00 OMNICOM GROUP INC 19,931 16,512
35000.00 ROSS STORES INC 37,686 34,735
35000.00 XCEL ENERGY INC 35,451 33,586
8000.00 JPMORGAN CHASE & CO 8,064 6,680
40000.00 MCDONALD'S CORP 39,818 37,957
35000.00 BLACKROCK INC 34,688 28,123
20000.00 MORGAN STANLEY 20,089 17,557
11000.00 ROPER TECHNOLOGIES INC 11,830 9,539
40000.00 AMERICAN HONDA FINANCE 40,010 39,174
13000.00 HP ENTERPRISE CO 14,239 12,870
40000.00 ENERGY TRANSFER OPERATNG 41,444 40,101
40000.00 BP CAP MARKETS AMERICA 44,281 38,220
35000.00 ABBVIE INC 35,620 33,925
40000.00 VALERO ENERGY CORP 40,055 38,083
60000.00 CITIGROUP INC 60,433 55,105
8000.00 JPMORGAN CHASE & CO 8,008 7,451
40000.00 PIONEER NATURAL RESOURCE 40,042 35,645
25000.00 MORGAN STANLEY 25,004 21,711
24000.00 ENTERGY LOUISIANA LLC 23,995 23,101
35000.00 LOWE'S COS INC 34,958 29,398
30000.00 BANK OF AMERICA CORP 30,039 28,643
35000.00 PUBLIC STORAGE 35,073 29,815
35000.00 COMCAST CORP 35,041 35,774
20000.00 TOYOTA MOTOR CREDIT CORP 19,982 19,452
25000.00 CIGNA CORP 22,058 22,282
35000.00 AIR LEASE CORP 34,678 35,011
30000.00 TARGET CORP 29,947 29,170
30000.00 AMERICAN EXPRESS CO 29,988 29,399
15000.00 AMAZON.COM INC 14,997 12,908
35000.00 CHARLES SCHWAB CORP 35,171 30,719
25000.00 HP ENTERPRISE CO 25,012 22,470
14000.00 TOYOTA MOTOR CREDIT CORP 14,248 14,215
35000.00 SOUTHERN CAL EDISON 34,945 32,747
30000.00 ZOETIS INC 29,978 30,601
45000.00 APPLE INC 44,610 44,232
40000.00 CHEVRON USA INC 39,716 36,189
66000.00 SUMITOMO MITSUI FINL GRP 66,042 60,449
35000.00 CANADIAN IMPERIAL BANK 36,182 34,155
35000.00 BANK OF MONTREAL 34,975 33,827

TY 2022 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
155.00 META PLATFORMS INC 23,206 18,652
1020.00 ALPHABET INC CLASS C 32,753 90,504
310.00 TAKE-2 INTERACTIVE 39,849 32,280
230.00 HILTON WORLDWIDE HOLDINGS 23,137 29,062
175.00 APTIV PLC 25,300 16,297
2320.00 ANTA SPORTS PRODUCTS LTD 30,601 30,428
1100.00 LI NING CO LTD 9,068 9,554
403.00 DOLLARAMA INC 11,910 23,574
117.00 DOLLAR GENERAL CORP 29,502 28,811
43.00 ADVANCE AUTO PARTS 4,127 6,322
20.00 MERCADOLIBRE INC 26,442 16,924
60.00 LVMH MOET HENNESSY VUITTON 25,702 43,510
86.00 BURLINGTON STORES INC 13,975 17,437
39.00 DOMINOS PIZZA 14,867 13,509
675.00 AMAZON.COM INC 25,679 56,700
169.00 EXPEDIA GROUP INC 25,470 14,804
678.00 US FOODS HOLDING CORP 19,263 23,065
239.00 BJ'S WHOLESALE CLUB HOLDIN 14,661 15,812
23.00 COSTCO WHSL CORP NEW 11,453 10,499
250.00 CONSUMER STAPLES INDEX FD 19,334 18,637
265.00 PEPSICO INC 25,294 47,874
245.00 WALMART INC 37,237 34,738
55489.08 OW CREDIT INCOME FUND 554,375 446,687
110.00 PIONEER NATURAL RESOURCES 20,185 25,122
480.00 CONOCOPHILLIPS 20,690 56,640
875.00 SCHLUMBERGER LTD 46,739 46,777
165.00 CHAMPIONX CORP 5,169 4,783
95.00 AON PLC 25,742 28,513
307.00 NASDAQ INC. 8,583 18,834
395.00 JPMORGAN CHASE & CO 60,383 52,969
127.00 S&P GLOBAL INC. 41,158 42,537
225.00 BLACKSTONE INC 11,467 16,692
540.00 SCHWAB CHARLES CORP NEW 26,597 44,960
1890.00 BANK OF AMERICA CORP 56,124 62,596
350.00 BROOKFIELD ASSET MANAGEMEN 16,342 11,011
118.00 TRADEWEB MARKETS INC 7,662 7,661
220.00 IQVIA HOLDINGS INC 33,988 45,075
92.00 STERIS PLC 8,257 16,991
150.00 UNITEDHEALTH GROUP INC 39,032 79,527
67.00 COOPER COS INC 15,282 22,154
139.00 DANAHER CORP 11,107 36,893
230.00 ZOETIS INC 14,718 33,706
210.00 HEALTH CARE SELECT SPDR 28,868 28,528
45.00 LAB CORP OF AMER HLDGS NEW 5,846 10,596
64.00 TELEFLEX INC 18,018 15,976
72.00 THERMO FISHER SCIENTIFIC 4,097 39,649
343.00 AVANTOR INC 10,159 7,233
240.00 AMERISOURCE BERGEN CORP 40,552 39,770
177504.34 BTC CTF HEDGE FUND OF FDS 2,404,153 2,898,113
78.00 NORTHROP GRUMMAN CORP 28,190 42,557
484.00 IAA INC 15,215 19,360
235.00 CANADIAN PACIFIC RAILWAY L 16,451 17,524
55.00 HEICO CORPORATION 7,435 8,450
290.00 TRANSUNION 17,862 16,457
80.00 CARLISLE COS 16,112 18,852
40.00 SAIA INC COM 8,673 8,387
235.00 SMITH A O CORP 10,535 13,451
119.00 UNION PACIFIC CORP 20,096 24,641
700.00 COPART INC 39,100 42,623
195.00 EATON CORP PLC 27,679 30,605
170.00 WILLSCOT MOBILE MINI HOLDI 7,928 7,678
995.00 HOWMET AEROSPACE INC 35,665 39,212
140.00 LINCOLN ELEC HLDG 18,452 20,228
106.00 EQUIFAX INC 14,144 20,602
672.00 MICROSOFT CORP 42,726 161,159
390.00 ORACLE CORP 31,976 31,878
64.00 ASML HOLDING 29,906 34,390
70.00 KEYSIGHT TECHNOLOGIES INC 10,331 11,974
450.00 VISA INC 36,078 93,492
34.00 PAYCOM SOFTWARE INC 11,462 10,550
16.00 ASPEN TECHNOLOGY INC 2,922 3,286
50.00 SERVICENOW INC 8,538 19,413
75.00 NICE LTD ADR 11,659 14,422
965.00 APPLE INC 17,298 125,382
155.00 MOTOROLA SOLUTIONS INC 37,974 39,945
100.00 CDW CORP/DE 10,236 17,858
41.00 SYNOPSYS INC 3,955 13,090
80.00 WEX INC 11,335 13,092
360.00 AMPHENOL CORP 16,980 27,410
28.00 ASM INTERNATIONAL NV 10,471 7,037
255.00 TEXAS INSTRUMENTS INC 24,426 42,131
158.00 NVIDIA CORP 41,247 23,090
341599.19 OW LARGE CAP STRATEGIES FD 3,353,729 4,980,516
295.00 VULCAN MATERIALS 53,563 51,657
515.00 ISHARES CHINA LRGE-CAP ETF 19,440 14,574
55.00 S&P 500 DEP RCPTS 22,201 21,033
170.00 AMERICAN TOWER CORP 27,410 36,016
51.00 JONES LANG LASALLE INC COM 9,100 8,127
315.00 PROLOGIS INC 42,895 35,509
134996.31 OW SMALL & MIDCAP STRAT FD 1,416,073 1,877,798
290.00 NEXTERA ENERGY INC 22,651 24,244
495.00 AMEREN CORP 34,022 44,015

TY 2022 InvestmentsGovtObligationsSch
Name:
EDWARD T BEDFORD FOUNDATION
 
BESSEMER TRUST COMPANY OF FLORIDA
EIN:
65-6164872
US Government Securities - End of Year Book Value:

1,844,339
US Government Securities - End of Year Fair Market Value:

1,742,067
State & Local Government Securities - End of Year Book Value:


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


0


TY 2022 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 2022 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 17,099 17,099   0
HFD 2% DEDUCTIONS 49,352 0   0
LINE 18C NONDEDUC EXPS HFD K1 3 0   0


TY 2022 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 15,508 15,508 15,508
BTC HDG FD OTH PORT INCOME 16,357 16,357 16,357
HFD ORD INC & SEC 1231PASSIVE 1,422 1,422 1,422


TY 2022 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 3,300 0   3,300


TY 2022 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 1,092 1,092   0
2022 ESTIMATED TAXES 12,000 0   0
FOREIGN TAXES EXCESS WITHHELD 513 0   0
2021 TAX PAID WITH EXT 20,000 0   0