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
2023
Open to Public Inspection
For calendar year 2023, or tax year beginning 01-01-2023 , and ending 12-31-2023
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$17,088,982J 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... 265,207 265,207  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 247,136
b Gross sales price for all assets on line 6a 287,187
7 Capital gain net income (from Part IV, line 2)... 247,136
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
93,307 78,307  
12 Total. Add lines 1 through 11........ 605,650 590,650  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 127,938 127,938   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
1,525 1,155   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications.......... 651 0   651
23 Other expenses (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
92,236 39,420   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 310,650 203,513   53,951
25 Contributions, gifts, grants paid....... 811,500 811,500
26 Total expenses and disbursements. Add lines 24 and 25 1,122,150 203,513   865,451
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -516,500
b Net investment income (if negative, enter -0-) 387,137
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2023)
Form 990-PF (2023)
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......... 108,264 110,721 110,721
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) 1,844,339 Click to see attachment
List of Attached Documents:
// Content
1,866,270 		1,874,558
b Investments—corporate stock (attach schedule)....... 9,668,264 Click to see attachment
List of Attached Documents:
// Content
9,262,157 		13,915,447
c Investments—corporate bonds (attach schedule)....... 1,335,945 Click to see attachment
List of Attached Documents:
// Content
1,201,164 		1,188,256
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) 12,956,812 12,440,312 17,088,982
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........ 12,956,812 12,440,312
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)..... 12,956,812 12,440,312
30 Total liabilities and net assets/fund balances (see instructions). 12,956,812 12,440,312
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
12,956,812
2
Enter amount from Part I, line 27a .....................
2
-516,500
3
Other increases not included in line 2 (itemize) right arrow
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,440,312
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
12,440,312
Form 990-PF (2023)
Form 990-PF (2023)
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 ST CAP GAIN CTF HFD P    
d LT CAP GAIN CTF HFD P    
e HFD SEC 1256 ST G/L P    
HFD SEC 1256 LT G/L P    
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     30,784 -30,784
b 253,238     253,238
c 26,418     26,418
d 7,473     7,473
e     3,707 -3,707
    5,560 -5,560
58     58
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       -30,784
b       253,238
c       26,418
d       7,473
e       -3,707
      -5,560
      58
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 2 247,136
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
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 5,381
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 5,381
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 5,381
6 Credits/Payments:
a 2023 estimated tax payments and 2022 overpayment credited to 2023 6a 14,117
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,117
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.......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 10,736
11 Enter the amount of line 10 to be: Credited to 2024 estimated taxright arrow10,736 Refundedright arrow 11 0
Form 990-PF (2023)
Form 990-PF (2023)
Page 4
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 2023 or the taxable year beginning in 2023? 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
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 2023, 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
Form 990-PF (2023)
Form 990-PF (2023)
Page 5
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 2023? .............
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 2023, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2023?....................
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 2023 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 2023.) .....................
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 2023? ..
4b
 
No
Form 990-PF (2023)
Form 990-PF (2023)
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 		57,939 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 (2023)
Form 990-PF (2023)
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 (2023)
Form 990-PF (2023)
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
16,375,126
b
Average of monthly cash balances.......................
1b
84,436
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
16,459,562
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
16,459,562
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
246,893
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
16,212,669
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
810,633
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
810,633
2a
Tax on investment income for 2022 from Part V, line 5.......
2a
5,381
b
Income tax for 2022. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
5,381
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
805,252
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
805,252
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
805,252
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
865,451
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
865,451
Form 990-PF (2023)
Form 990-PF (2023)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2022 		(c)
2022 		(d)
2023
1 Distributable amount for 2023 from Part X, line 7 805,252
2 Undistributed income, if any, as of the end of 2022:
a Enter amount for 2022 only....... 348,086
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2022:
a From 2018......  
b From 2019......  
c From 2020......  
d From 2021......  
e From 2022......  
f Total of lines 3a through e ........ 0
4Qualifying distributions for 2023 from Part
XI, line 4: right arrow$ 865,451
a Applied to 2022, but not more than line 2a 348,086
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 2023 distributable amount..... 517,365
e Remaining amount distributed out of corpus 0
5 Excess distributions carryover applied to 2023. 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 2022. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2023. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2024 .......... 		287,887
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 2018 not
applied on line 5 or line 7 (see instructions) ... 		0
9 Excess distributions carryover to 2024.
Subtract lines 7 and 8 from line 6a ...... 		0
10 Analysis of line 9:
a Excess from 2019....  
b Excess from 2020....  
c Excess from 2021....  
d Excess from 2022....  
e Excess from 2023....  
Form 990-PF (2023)
Form 990-PF (2023)
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 2023, 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) 2023 (b) 2022 (c) 2021 (d) 2020
         
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 (2023)
Form 990-PF (2023)
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

ASPHALT GREEN

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

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
NORFOLK,VA23502 		NONE N/A OPERATIONAL 30,000

CENTER FOR EXCELLENCE IN EDUCATION

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

COLORADO YOUTH TENNIS FOUNDATION

3300 E BAYAUD AVE STE 201
DENVER,CO80209 		NONE N/A OPERATIONAL 5,000

COMMUNITY FOUNDATION FOR PALM BEACH AND MARTIN COUNTIES

700 S DIXIE HWY 200
WEST PALM BEACH,FL33401 		NONE N/A OPERATIONAL 105,000

EMBRY-RIDDLE AERONAUTICAL UNIVERSITY

1 AEROSPACE BOULEVARD
DAYTONA BEACH,FL32114 		NONE N/A OPERATIONAL 25,000

FARMWORKER CHILDREN'S CENTER

130 ISLAND DR
OCEAN RIDGE,FL33435 		NONE N/A OPERATIONAL 5,000

FIRST TEE CENTRAL COAST

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

FIRST TEE FLORIDA GOLD COAST

7301 N HAVERHILL RD
RIVIERA BEACH,FL33407 		NONE N/A OPERATIONAL 15,000

FIRST TEE NAPLESCOLLIER

801 ANCHOR RODE DRIVE 203C
NAPLES,FL34103 		NONE N/A OPERATIONAL 10,000

FIRST TEE OF GREATER PASADENA

1133 ROSEMONT AVE
PASADENA,CA91103 		NONE N/A OPERATIONAL 15,000

FIRST TEE OF HAMPTON ROADS

2400 TOURNAMENT DR
VIRGINIA BEACH,VA23456 		NONE N/A OPERATIONAL 20,000

GATOR JUNIOR GOLF ASSOC

9200 NW 39TH AVE
GAINESVILLE,FL32606 		NONE N/A OPERATIONAL 15,000

GOLD COAST JUNIOR GOLF FOUNDATION

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

GRANDMA'S PLACE INC

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

GUADALUPE CENTER INC

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

GUMBO LIMBO COASTAL STEWARDS

1801 N OCEAN BLVD
BOCA RATON,FL33432 		NONE N/A OPERATIONAL 7,500

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 23,000

LIGHTHOUSE ARTCENTER INC

373 TEQUESTA DRIVE
TEQUESTA,FL33469 		NONE N/A OPERATIONAL 14,000

LOGGERHEAD MARINELIFE CENTER

14200 US HWY 1
JUNO BEACH,FL33408 		NONE N/A OPERATIONAL 25,000

NAPLES THERAPEUTIC RIDING CENTER

206 RIDGE DR
NAPLES,FL34108 		NONE N/A OPERATIONAL 10,000

NORWALK GRASSROOTS TENNIS INC

15 EASTWOOD ROAD
NORWALK,CT06851 		NONE N/A OPERATIONAL 10,000

SEA TURTLE ADVENTURES

235 SW 6TH AVE
BOYNTON BEACH,FL33435 		NONE N/A OPERATIONAL 10,000

TAKE STOCK IN CHILDREN

2929 E COMMERCIAL BLVD STE 408
FORT LAUDERDALE,FL33308 		NONE N/A OPERATIONAL 15,000

THE BOGGY CREEK GANG INC

30500 BRANTLEY BRANCH RD
EUSTIS,FL32736 		NONE N/A OPERATIONAL 30,000

THE GLADES INITIATIVE INC

PO BOX 210425
ROYAL PALM BEACH,FL33421 		NONE N/A OPERATIONAL 30,000

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 21,000

USAFA - WOMEN'S TENNIS

2168 FIELD HOUSE DRIVE
USAFA,CO80840 		NONE N/A WOMEN'S TENNIS 71,000

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 62,000
Total .................................right arrow 3a 811,500
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2023)
Form 990-PF (2023)
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 ....     14 265,207  
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 93,307  
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 247,136  
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) .. 0 605,650 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
605,650
(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 (2023)
Form 990-PF (2023)
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 (2023)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description

TY 2023 GeneralExplanationAttachment
Name:
EDWARD T BEDFORD FOUNDATION
 
BESSEMER TRUST COMPANY OF FLORIDA
EIN:
65-6164872
Identifier Return Reference Explanation
ADDITIONAL INFORMATION QUES. 1A(4) PART VI-B EDWARD T. BEDFORD FOUNDATIONTAX PERIOD ENDED 12/31/23EIN 65-6164872FORM 990-PFSUPPLEMENTAL SCHEDULE OF INFORMATIONPART VI-B, STATEMENTS REGARDING ACTIVITIES FOR WHICH FORM 4720 MAY BE REQUIREDQUESTION 1A(4): THE CO-TRUSTEES OF THE FOUNDATION RETAINED E.T. BEDFORD DAVIE, JR., BEGINNING JULY 1, 2010, AS AN INDEPENDENT CONTRACTOR TO ASSIST THEM IN CARRYING OUT THE CHARITABLE PURPOSES OF THE FOUNDATION. AMONG OTHER RESPONSIBILITIES, MR. DAVIE HAS AIDED THE CO-TRUSTEES IN THEIR EFFORTS TO IDENTIFY AND PROFILE POTENTIALLY SUITABLE CHARITABLE GRANTEES OF THE FOUNDATION; TO GATHER RELEVANT INFORMATION REGARDING PAST, POTENTIAL OR CURRENT CHARITABLE GRANTEES; TO DEVELOP APPROPRIATE CONTENT FOR THE FOUNDATION WEBSITE; AND TO PREPARE PROPOSED INSTRUMENTS DESIGNED TO SYSTEMATIZE GRANT-MAKING AND OVERSIGHT RESPONSIBILITIES, SUCH AS SITE VISIT EVALUATION FORMS AND GRANTEE REPORTING FORMS.CODE SECTION 4941(D) (2) (E) AND TREAS. REG. SECTION 53.4941(D)-3(C) PROVIDE THAT THE PAYMENT OF COMPENSATION BY A PRIVATE FOUNDATION TO A DISQUALIFIED PERSON FOR THE PERFORMANCE OF PERSONAL SERVICES, WHICH ARE REASONABLE AND NECESSARY TO CARRY OUT THE EXEMPT PURPOSE OF THE PRIVATE FOUNDATION SHALL NOT BE AN ACT OF SELF-DEALING IF SUCH COMPENSATION IS NOT EXCESSIVE.MR. DAVIE WAS COMPENSATED AT A RATE OF $4,167 PER MONTH FOR THE PERIOD JANUARY 1, 2023 THROUGH DECEMBER 31, 2023.ALTHOUGH THE SPECIFIC EFFORT EXPENDED FLUCTUATES OVER TIME BASED ON THE PARTICULAR NEEDS OF THE CO-TRUSTEES, IT IS ESTIMATED THAT MR. DAVIE TYPICALLY DEVOTED 20-25 HOURS PER WEEK TO FOUNDATION ACTIVITIES.

TY 2023 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
60000.00 CITIGROUP INC 60,352 57,202
45000.00 PAYPAL HOLDINGS INC 38,558 41,214
30000.00 PUBLIC SERVICE ENTERPRIS 30,027 31,483
30000.00 BANK OF AMERICA CORP 30,060 29,659
30000.00 CAPITAL ONE FINANCIAL CO 30,000 30,775
30000.00 TRUIST FINANCIAL CORP 30,042 30,538
40000.00 ENERGY TRANSFER OPERATNG 40,284 39,990
35000.00 ABBVIE INC 35,349 34,382
40000.00 VALERO ENERGY CORP 40,018 39,591
30000.00 TARGET CORP 29,947 30,309
35000.00 AIR LEASE CORP 34,678 35,918
14000.00 TOYOTA MOTOR CREDIT CORP 14,175 14,222
20000.00 D.R. HORTON INC 19,935 17,808
30000.00 CVS HEALTH CORP 30,081 30,789
39000.00 BP CAP MARKETS AMERICA 38,880 39,356
30000.00 MORGAN STANLEY 29,022 29,167
37000.00 FLORIDA POWER & LIGHT CO 36,640 37,072
35000.00 COMCAST CORP 34,616 35,182
30000.00 L3HARRIS TECH INC 29,755 30,631
35000.00 BLACKROCK INC 34,688 29,259
35000.00 PUBLIC STORAGE 35,061 31,241
8000.00 JPMORGAN CHASE & CO 8,007 7,771
20000.00 TOYOTA MOTOR CREDIT CORP 19,982 19,693
31000.00 STARBUCKS CORP 31,012 31,132
30000.00 AMERICAN EXPRESS CO 30,045 30,603
29000.00 ENERGY TRANSFER LP 28,967 30,530
35000.00 WARNERMEDIA HOLDINGS INC 30,479 32,020
35000.00 XCEL ENERGY INC 35,228 34,167
35000.00 CHARLES SCHWAB CORP 35,140 31,166
15000.00 AMAZON.COM INC 14,997 13,505
35000.00 SOUTHERN CAL EDISON 34,945 34,052
8000.00 JPMORGAN CHASE & CO 8,052 7,092
13000.00 HP ENTERPRISE CO 13,793 12,954
30000.00 PNC FINANCIAL SERVICES 29,393 29,807
25000.00 CIGNA CORP 22,058 23,174
30000.00 ZOETIS INC 29,978 30,250
66000.00 SUMITOMO MITSUI FINL GRP 66,032 62,577
35000.00 BHP BILLITON FIN USA LTD 34,812 35,971
26000.00 PFIZER INVESTMENT ENTER 26,076 26,004

TY 2023 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
660.00 ALPHABET INC CLASS C 21,193 93,013
170.00 META PLATFORMS INC 31,983 60,173
255.00 TAKE-2 INTERACTIVE 32,658 41,042
75.00 LIVE NATION ENTERTMNT INC 5,390 7,020
210.00 BATH & BODY WORKS INC 9,427 9,063
8.00 AUTOZONE INC 20,377 20,684
660.00 AMAZON.COM INC 31,721 100,280
15.00 MERCADOLIBRE INC 18,688 23,573
23.00 LVMH MOET HENNESSY VUITTON 9,422 18,644
36.00 ULTA BEAUTY INC 15,524 17,639
144.00 EXPEDIA GROUP INC 21,750 21,857
29.00 POOL CORP 10,349 11,562
190.00 HILTON WORLDWIDE HOLDINGS 18,705 34,597
130.00 LOWES COS INC 27,607 28,931
298.00 DOLLARAMA INC 8,483 21,541
443.00 US FOODS HOLDING CORP 11,326 20,116
910.00 ALIMENTATION COUCHE-TARD I 45,272 53,752
43.00 COSTCO WHSL CORP NEW 20,921 28,383
292.00 BJ'S WHOLESALE CLUB HOLDIN 18,033 19,464
240.00 WALMART INC 35,554 37,836
54860.15 OW CREDIT INCOME FUND 548,086 444,915
905.00 SCHLUMBERGER LTD 48,606 47,096
90.00 PIONEER NATURAL RESOURCES 16,502 20,239
262.00 CHAMPIONX CORP 8,268 7,653
295.00 CONOCOPHILLIPS 12,712 34,240
185.00 BLACKSTONE INC 9,048 24,220
193.00 TRADEWEB MARKETS INC 12,966 17,539
1545.00 BANK OF AMERICA CORP 45,618 52,020
80.00 AON PLC 20,827 23,281
150.00 RYAN SPECIALTY HOLDNGS INC 6,374 6,453
385.00 VISA INC 30,822 100,234
460.00 BROOKFIELD CORPORATION 18,904 18,455
340.00 INTERCONTINENTAL EXCHG INC 34,020 43,666
232.00 NASDAQ INC. 5,963 13,488
72.00 WEX INC 9,669 14,007
325.00 JPMORGAN CHASE & CO 49,889 55,282
87.00 S&P GLOBAL INC. 23,671 38,325
157.00 DANAHER CORP 17,547 36,320
51.00 COOPER COS INC 10,769 19,300
138.00 UNITEDHEALTH GROUP INC 39,769 72,652
235.00 HEALTH CARE SELECT SPDR 32,122 32,049
265.00 CENCORA INC 43,842 54,425
40.00 MEDPACE HOLDINGS 11,085 12,261
37.00 TELEFLEX INC 9,791 9,225
175.00 IQVIA HOLDINGS INC 25,967 40,491
62.00 THERMO FISHER SCIENTIFIC 3,528 32,908
77.00 STERIS PLC 6,152 16,928
603.00 AVANTOR INC 16,760 13,766
177504.34 BTC CTF HEDGE FUND OF FDS 2,485,793 3,035,324
905.00 COPART INC 24,984 44,345
30.00 SAIA INC COM 6,505 13,146
66.00 CARLISLE COS 12,908 20,620
110.00 SMITH A O CORP 4,249 9,068
815.00 HOWMET AEROSPACE INC 28,971 44,107
400.00 WILLSCOT MOBILE MINI HOLDI 19,176 17,800
435.00 CANADIAN PACIFIC KANSAS CI 32,974 34,523
115.00 EATON CORP PLC 16,271 27,694
55.00 LINCOLN ELEC HLDG 7,170 11,960
103.00 CLEAN HARBORS INC 13,783 17,974
70.00 NORTHROP GRUMMAN CORP 26,747 32,769
340.00 ASHTEAD GROUP 22,316 23,649
118.00 BOOZ ALLEN HAMILTON HLDGS 12,098 15,093
655.00 TRANSUNION 44,405 45,005
95.00 EQUIFAX INC 13,107 23,492
54.00 ASML HOLDING 24,561 40,676
98.00 NICE LTD ADR 16,075 19,551
25.00 ASM INTERNATIONAL NV 9,245 12,982
760.00 APPLE INC 12,305 146,322
158.00 MOTOROLA SOLUTIONS INC 40,517 49,468
405.00 MARVELL TECHNOLOGY INC 17,859 24,425
34.00 SERVICENOW INC 5,806 24,020
84.00 GARTNER INC CL A 30,964 37,893
465.00 ORACLE CORP 38,344 49,024
128.00 NVIDIA CORP 32,571 63,388
4.00 CONSTELLATION SOFTWARE 9,968 9,947
45.00 MANHATTAN ASSOCIATES INC 7,905 9,689
480.00 MICROSOFT CORP 30,509 180,499
115.00 KEYSIGHT TECHNOLOGIES INC 17,703 18,295
82.00 CDW CORP/DE 8,091 18,640
320117.74 OW LARGE CAP STRATEGIES FD 3,058,590 5,557,243
160.00 CRH PLC 11,014 11,065
115.00 VULCAN MATERIALS 20,022 26,106
115.00 SHERWIN-WILLIAMS CO 26,963 35,868
640.00 ISHARES CHINA LRGE-CAP ETF 21,854 15,379
300.00 PROLOGIS INC 40,135 39,990
134996.31 OW SMALL & MIDCAP STRAT FD 1,416,073 2,082,993
405.00 AMEREN CORP 27,884 29,297
420.00 NEXTERA ENERGY INC 32,082 25,510

TY 2023 InvestmentsGovtObligationsSch
Name:
EDWARD T BEDFORD FOUNDATION
 
BESSEMER TRUST COMPANY OF FLORIDA
EIN:
65-6164872
US Government Securities - End of Year Book Value:

1,866,270
US Government Securities - End of Year Fair Market Value:

1,874,558
State & Local Government Securities - End of Year Book Value:


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


0


TY 2023 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 2023 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 39,420 39,420   0
HFD 2% DEDUCTIONS 52,816 0   0


TY 2023 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 78,827 78,827 78,827
HFD OTH PORT INCOME -7,265 -7,265 -7,265
HFD ORD INC & SEC 1231PASSIVE 6,745 6,745 6,745
MISC RECEIPTS NONTAXABLE 15,000 0 15,000


TY 2023 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 2023 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 1,155 1,155   0
FOREIGN TAXES EXCESS WITHHELD 370 0   0