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
2024
Open to Public Inspection
For calendar year 2024, or tax year beginning 01-01-2024 , and ending 12-31-2024
Name of foundation
FREDERICK H BEDFORD JR & MARGARET S
BEDFORD CHARITABLE FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)4901 KESSLERSVILLE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EASTON, PA18040
A Employer identification number

13-3544702
B Telephone number (see instructions)

(610) 559-3300
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$24,882,528J 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) 1,003,675
2 Check right arrow.............
3 Interest on savings and temporary cash investments 129,570 107,063  
4 Dividends and interest from securities... 590,324 635,619  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -189,368
b Gross sales price for all assets on line 6a 4,354,978
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,534,201 742,682  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment
List of Attached Documents:
// Content
3,675 1,838   1,837
c Other professional fees (attach schedule).... Click to see attachment
List of Attached Documents:
// Content
35,098 35,098   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment
List of Attached Documents:
// Content
16,969 7,090   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......   21,564    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 55,742 65,590   1,837
25 Contributions, gifts, grants paid....... 1,189,628 1,189,628
26 Total expenses and disbursements. Add lines 24 and 25 1,245,370 65,590   1,191,465
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 288,831
b Net investment income (if negative, enter -0-) 677,092
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2024)
Form 990-PF (2024)
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............. 8 8 8
2 Savings and temporary cash investments......... 855,019 258,917 258,917
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) 1,458,291 Click to see attachment
List of Attached Documents:
// Content
1,798,455 		1,798,455
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment
List of Attached Documents:
// Content
14,297,255 		14,297,255
c Investments—corporate bonds (attach schedule)....... 1,468,787 Click to see attachment
List of Attached Documents:
// Content
4,322,045 		4,322,045
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).......... 18,224,858 Click to see attachment
List of Attached Documents:
// Content
4,205,848 		4,205,848
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) 22,006,963 24,882,528 24,882,528
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 22,006,963 24,882,528
29 Total net assets or fund balances (see instructions)..... 22,006,963 24,882,528
30 Total liabilities and net assets/fund balances (see instructions). 22,006,963 24,882,528
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
22,006,963
2
Enter amount from Part I, line 27a .....................
2
288,831
3
Other increases not included in line 2 (itemize) right arrowClick to see attachment
List of Attached Documents:
// Content
3
2,586,734
4
Add lines 1, 2, and 3 ..........................
4
24,882,528
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
24,882,528
Form 990-PF (2024)
Form 990-PF (2024)
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 4,252,328   4,544,346 -292,018
b 102,650     102,650
c
d
e
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       -292,018
b       102,650
c
d
e
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 -189,368
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 9,412
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 9,412
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 9,412
6 Credits/Payments:
a 2024 estimated tax payments and 2023 overpayment credited to 2024 6a 7,960
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 11,000
d Backup withholding erroneously withheld .......... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,960
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment
List of Attached Documents:
// Content
8 172
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 9,376
11 Enter the amount of line 10 to be: Credited to 2025 estimated taxright arrow9,376 Refundedright arrow 11 0
Form 990-PF (2024)
Form 990-PF (2024)
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
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 arrowDE
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 2024 or the taxable year beginning in 2024? 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 arrowN/A
14
The books are in care ofright arrowFRANCESCA MURRAY GERHARDT Telephone no.right arrow (610) 559-3300

Located atright arrow4901 KESSLERSVILLE ROADEASTONPA ZIP+4right arrow18044
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 2024, 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 (2024)
Form 990-PF (2024)
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)
 
No
(5) Transfer any income or assets to a disqualified person (or make any of either available
for the benefit or use of a disqualified person)? ......................
1a(5)
 
No
(6) Agree to pay money or property to a government official? (Exception. Check "No"
if the foundation agreed to make a grant to or to employ the official for a period
after termination of government service, if terminating within 90 days.) ...............
1a(6)
 
No
b
If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
1b
 
 
c
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 2024? .............
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 2024, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2024?....................
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 2024 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 2024.) .....................
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 2024? ..
4b
 
No
Form 990-PF (2024)
Form 990-PF (2024)
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)
Yes
 
(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
 
No
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
Yes
 
If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
List of Attached Documents:
// Content
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
JOSEPH M TRACHTENBERG TRUSTEE
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
JOHN F MALLOY TRUSTEE
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
RICHARD A BUCHER TRUSTEE
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
ALIENOR D'ARENBERG TRUSTEE
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
DOROTHEE D'ARENBERG TRUSTEE
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
FREDERICK HB MURRAY TREASURER
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
PIERRE D'ARENBERG VICE PRESIDENT
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
MARK VAN DE VOORDE SECRETARY
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
MUFFIE B MURRAY VICE PRESIDENT
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
LYDIA D'ARENBERG CO-PRESIDENT
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
FRANCESCA MURRAY GERHARDT CO-PRESIDENT
0.25 		0 0 0
4901 KESSLERSVILLE ROAD
EASTON,PA180440031
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 (2024)
Form 990-PF (2024)
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 (2024)
Form 990-PF (2024)
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
23,336,532
b
Average of monthly cash balances.......................
1b
873,329
c
Fair market value of all other assets (see instructions)................
1c
0
d
Total (add lines 1a, b, and c).........................
1d
24,209,861
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
24,209,861
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions) .............................
4
363,148
5
Net value of noncharitable-use assets. Subtract line 4 from line 3. ............
5
23,846,713
6
Minimum investment return. Enter 5% (0.05) of line 5................
6
1,192,336
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
1,192,336
2a
Tax on investment income for 2024 from Part V, line 5 .......
2a
9,412
b
Income tax for 2024. (This does not include the tax from Part V.) ...
2b
 
c
Add lines 2a and 2b............................
2c
9,412
3
Distributable amount before adjustments. Subtract line 2c from line 1............
3
1,182,924
4
Recoveries of amounts treated as qualifying distributions................
4
0
5
Add lines 3 and 4............................
5
1,182,924
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
1,182,924
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
1,191,465
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
1,191,465
Form 990-PF (2024)
Form 990-PF (2024)
Page 9
Part XII
Undistributed Income (see instructions)
(a)
Corpus 		(b)
Years prior to 2023 		(c)
2023 		(d)
2024
1 Distributable amount for 2024 from Part X, line 7 1,182,924
2 Undistributed income, if any, as of the end of 2024:
a Enter amount for 2023 only....... 0
b Total for prior years:20 , 20, 20 0
3 Excess distributions carryover, if any, to 2024:
a From 2019...... 854,676
b From 2020...... 140,469
c From 2021...... 111,924
d From 2022...... 9,393
e From 2023...... 293,068
f Total of lines 3a through e ........ 1,409,530
4Qualifying distributions for 2024 from Part
XI, line 4: right arrow$ 1,191,465
a Applied to 2023, but not more than line 2a 0
b Applied to undistributed income of prior years
(Election required—see instructions)..... 		0
c Treated as distributions out of corpus (Election
required—see instructions)........ 		0
d Applied to 2024 distributable amount..... 1,182,924
e Remaining amount distributed out of corpus 8,541
5 Excess distributions carryover applied to 2024. 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 1,418,071
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 2023. Subtract line
4a from line 2a. Taxable amount—see
instructions ............. 		0
f Undistributed income for 2024. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2025 .......... 		0
7 Amounts treated as distributions out of
corpus to satisfy requirements imposed by
section 170(b)(1)(F) or 4942(g)(3) (Election may
be required - see instructions) ....... 		0
8 Excess distributions carryover from 2019 not
applied on line 5 or line 7 (see instructions) ... 		854,676
9 Excess distributions carryover to 2025.
Subtract lines 7 and 8 from line 6a ...... 		563,395
10 Analysis of line 9:
a Excess from 2020.... 140,469
b Excess from 2021.... 111,924
c Excess from 2022.... 9,393
d Excess from 2023.... 293,068
e Excess from 2024.... 8,541
Form 990-PF (2024)
Form 990-PF (2024)
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 2024, 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) 2024 (b) 2023 (c) 2022 (d) 2021
         
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 if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
bThe form in which applications should be submitted and information and materials they should include:
cAny submission deadlines:
dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form 990-PF (2024)
Form 990-PF (2024)
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

5280FIRE INC

11856 WEST 32ND PLACE
WHEAT RIDGE,CO80033 		  PC CHARITABLE OPERATIONS 5,000

ALLENTOWN ART MUSEUM

31 NORTH FIFTH STREET
ALLENTOWN,PA18101 		  PC CHARITABLE OPERATIONS 10,000

ALZHEIMER'S FOUNDATION OF AMERICA INC

322 EIGHTH AVENUE 7TH FL
NEW YORK,NY10001 		  PC CHARITABLE OPERATIONS 10,000

AMERICAN FOUNDATION OF SAVOY ORDERS INCORPORATED

100 PARK AVENUE C/O CARL J MORELLI
NEW YORK,NY10017 		  PC CHARITABLE OPERATIONS 600

AMERICAN FRIENDS OF THE CENTRE POMPIDOU INC

31 WEST 34TH STREET 7010
NEW YORK,NY10001 		  PC CHARITABLE OPERATIONS 11,914

AMERICAN FRIENDS OF THE MUSEE DORSAY

PO BOX 4233
NEW YORK,NY10163 		  PC CHARITABLE OPERATIONS 5,000

AMERICAN NATIONAL RED CROSS & ITS CONSTITUENT CHAPTERS AND BRANCHES

431 18TH STREET NW
WASHINGTON,DC200065009 		  PC CHARITABLE OPERATIONS 10,000

ANNE K TAYLOR FUND

2724 ARVIN ROAD
BILLINGS,MT59102 		  PC CHARITABLE OPERATIONS 5,000

ARTSQUEST

25 WEST THIRD STREET 300
BETHLEHEM,PA180151238 		  PC CHARITABLE OPERATIONS 50,000

AURORA FIRE DEPARTMENT EXPLORER POST 99

75 NORTH BROADWAY AVENUE
AURORA,IL60503 		  PC CHARITABLE OPERATIONS 5,000

BALTIMORE CITY FIRE FOUNDATION INC

401 EAST FAYETTE STREET - MEZZANINE
BALTIMORE,MD21202 		  PC CHARITABLE OPERATIONS 5,000

BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY INC

41 SOUTH CARLISLE STREET
ALLENTOWN,PA18109 		  PC CHARITABLE OPERATIONS 5,000

BRADBURY-SULLIVAN LGBT COMMUNITY CENTER

522 WEST MAPLE STREET
ALLENTOWN,PA18101 		  PC CHARITABLE OPERATIONS 5,000

CAPITAL UNIVERSITY

1 COLLEGE AND MAIN
COLUMBUS,OH43209 		  PC CHARITABLE OPERATIONS 200

CAREYES FOUNDATION

2632 WILSHIRE BOULEVARD 277
SANTA MONICA,CA90403 		  PC CHARITABLE OPERATIONS 7,000

CASITA MARIA INC

928 SIMPSON STREET
BRONX,NY10459 		  PC CHARITABLE OPERATIONS 1,000

CHILDREN-AT-PROMISE EARLY LEARNING

1001 EAST HIGHLAND STREET
ALLENTOWN,PA18109 		  PC CHARITABLE OPERATIONS 5,000

COMMUNITY BIKE WORKS

235 NORTH MADISON STREET
ALLENTOWN,PA18102 		  PC CHARITABLE OPERATIONS 5,000

COMMUNITY FIRE COMPANY OF FORKS TOWNSHIP

1606 SULLIVAN TRAIL
EASTON,PA18040 		  PC CHARITABLE OPERATIONS 5,000

EAST SULLIVAN COUNTY VOLUNTEER FIRE DEPT INC

3287 WEAVER PIKE
BRISTOL,TN37620 		  PC CHARITABLE OPERATIONS 5,000

EQUI-LIBRIUM INC

524 FEHR ROAD
NAZARETH,PA18064 		  PC CHARITABLE OPERATIONS 5,000

EQUINE VOICES RESCUE & SANCTUARY

PO BOX 1685
GREEN VALLEY,AZ85622 		  PC CHARITABLE OPERATIONS 35,000

FORKS COMMUNITY DAYS

1700 SULLIVAN TRAIL 149
EASTON,PA18040 		  NC CHARITABLE OPERATIONS 2,000

FOX VALLEY UNITED WAY

44 EAST GALENA BOULEVARD
AURORA,IL60505 		  PC CHARITABLE OPERATIONS 2,000

FRANKLIN TOWNSHIP VOLUNTEER FIRE DEPARTMENT INC

PO BOX 43
BROADWAY,NJ088080043 		  PC CHARITABLE OPERATIONS 5,000

FRENCH INSTITUTE - ALLIANCE FRANCAISE

22 EAST 60TH STREET
NEW YORK,NY10022 		  PC CHARITABLE OPERATIONS 10,000

GREENS FARMS ACADEMY INC

35 BEACHSIDE AVENUE PO BOX 998
GREENS FARMS,CT068380998 		  PC CHARITABLE OPERATIONS 10,000

GWINNETT FIRE EMPLOYEE BENEVOLENT FUND

408 HURRICANE SHOALS ROAD
LAWRENCEVILLE,GA30046 		  PC CHARITABLE OPERATIONS 5,000

HECKTOWN VOLUNTEER FIRE COMPANY

230 NAZARETH PIKE
BETHLEHEM,PA18020 		  NC CHARITABLE OPERATIONS 5,000

HISTORIC BETHLEHEM MUSEUMS AND SITES

74 WEST BROAD STREET 310
BETHLEHEM,PA180185830 		  PC CHARITABLE OPERATIONS 5,000

HOMES FOR OUR TROOPS INC

6 MAIN STREET
TAUNTON,MA02780 		  PC CHARITABLE OPERATIONS 50,000

INLAND SOUTHERN CALIFORNIA UNITED WAY

1835 CHICAGO AVENUE B
RIVERSIDE,CA92507 		  PC CHARITABLE OPERATIONS 2,000

KING BAUDOUIN FOUNDATION US INC

551 FIFTH AVENUE SUITE 2400
NEW YORK,NY10176 		  PC CHARITABLE OPERATIONS 10,000

LAFAYETTE COLLEGE

730 SULLIVAN ROAD 030 MARQUIS HALL
EASTON,PA180421778 		  PC CHARITABLE OPERATIONS 10,000

LAWRENCEVILLE FIRE DEPARTMENT

PO BOX 177
LAWRENCEVILLE,PA16929 		  PC CHARITABLE OPERATIONS 5,000

LEHIGH UNIVERSITY

306 SOUTH NEW STREET 451
BETHLEHEM,PA18015 		  PC CHARITABLE OPERATIONS 10,000

LEHIGH VALLEY COMMUNITY FOUNDATION

840 WEST HAMILTON STREET SUITE 310
ALLENTOWN,PA181012456 		  PC CHARITABLE OPERATIONS 5,000

LEHIGH VALLEY HEALTH NETWORK

PO BOX 4000
ALLENTOWN,PA18105 		  SO III FI CHARITABLE OPERATIONS 20,000

LOWER MACUNGIE FIRE DEPARTMENT

PO BOX 3002
WESCOSVILLE,PA18106 		  PC CHARITABLE OPERATIONS 5,000

LYCOMING COUNTY UNITED WAY INC

1 W 3RD ST STE 208
WILLIAMSPORT,PA17701 		  PC CHARITABLE OPERATIONS 5,000

MACUNGIE AMBULANCE CORPS

BOX 114
MACUNGIE,PA18062 		  PC CHARITABLE OPERATIONS 5,000

MANSFIELD FIREFIGHTERS IAFF LOCAL 1820

10 PLYMOUTH STREET
MANSFIELD,MA02048 		  GOV CHARITABLE OPERATIONS 5,000

MAYO CLINIC

200 FIRST STREET SW TAX
ROCHESTER,MN55905 		  PC CHARITABLE OPERATIONS 10,000

MCMINNVILLE FIRE DEPT

313 EAST MAIN STREET
MCMINNVILLE,TN37110 		  GOV CHARITABLE OPERATIONS 5,000

MEMORIAL SLOAN-KETTERING CANCER CENTER

1275 YORK AVENUE
NEW YORK,NY100656007 		  PC CHARITABLE OPERATIONS 5,000

MINSI TRAILS COUNCIL BOY SCOUTS OF AMERICA TRUST

PO BOX 20624
LEHIGH VALLEY,PA18002 		  SO I CHARITABLE OPERATIONS 10,000

MUSEUM OF MODERN ART

11 WEST 53RD STREET
NEW YORK,NY10019 		  PC CHARITABLE OPERATIONS 25,000

NATIONAL DISASTER SEARCH DOG FOUNDATION

6800 WHEELER CANYON ROAD
SANTA PAULA,CA93060 		  PC CHARITABLE OPERATIONS 35,000

NATIONAL FALLEN FIREFIGHTERS FOUNDATION

16825 SOUTH SETON AVENUE
EMMITSBURG,MD217278920 		  PC CHARITABLE OPERATIONS 1,000

NORTHAMPTON COUNTY AREA COMMUNITY COLLEGE FOUNDATION

3835 GREEN POND ROAD
BETHLEHEM,PA18020 		  PC CHARITABLE OPERATIONS 50,000

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVENUE
BOSTON,MA02115 		  PC CHARITABLE OPERATIONS 10,000

NORTHEASTERN UNIVERSITY

360 HUNTINGTON AVENUE
BOSTON,MA02115 		  PC CHARITABLE OPERATIONS 10,000

PARKLAND AQUATIC CLUB INC

1 TEKPARK 9999 HAMILTON BL 120
BREINIGSVILLE,PA18031 		  PC CHARITABLE OPERATIONS 2,000

PEGGY ADAMS ANIMAL RESCUE LEAGUE OF THE PALM BEACHES INC

3200 NORTH MILITARY TRAIL
WEST PALM BEACH,FL33409 		  PC CHARITABLE OPERATIONS 10,000

REACHING U A FOUNDATION FOR URUGUAY

328 CRANDON BOULEVARD SUITE 119-308
KEY BISCAYNE,FL33149 		  PC CHARITABLE OPERATIONS 150,000

RIVERSIDE CITY FIRE DEPT

2990 NW VIVION ROAD
RIVERSIDE,MO64150 		  GOV CHARITABLE OPERATIONS 5,000

SAN BERNARDINO STATION #232

6065 NORTH PALM AVENUE
SAN BERNARDINO,CA92407 		  GOV CHARITABLE OPERATIONS 5,000

ST BALDRICK'S FOUNDATION INC

1333 SOUTH MAYFLOWER AVENUE 400
MONROVIA,CA91016 		  PC CHARITABLE OPERATIONS 10,000

ST LAWRENCE UNIVERSITY

23 ROMODA DRIVE
CANTON,NY13617 		  PC CHARITABLE OPERATIONS 5,000

ST MATTHEW'S HOUSE INC

2001 AIRPORT ROAD SOUTH
NAPLES,FL34112 		  PC CHARITABLE OPERATIONS 15,000

STAFFORD FIRE FIGHTERS CLUB INC

2702 SOUTH MAIN
STAFFORD,TX77477 		  PC CHARITABLE OPERATIONS 5,000

SUFFOLK UNIVERSITY

8 ASHBURTON PLACE
BOSTON,MA02108 		  PC CHARITABLE OPERATIONS 2,500

SUSAN D FLYNN ONCOLOGY NURSING DEVELOPMENT PROGRAM INC

123 HARBOR DRIVE UNIT 302
STAMFORD,CT06902 		  PC CHARITABLE OPERATIONS 4,914

SVDP OF NOTRE DAME OF BETHLEHEM

1835 CATASAQUA ROAD
BETHLEHEM,PA18018 		  PC CHARITABLE OPERATIONS 1,000

TATE AMERICAS FOUNDATION

520 WEST 27TH STREET UNIT 404
NEW YORK,NY10001 		  PC CHARITABLE OPERATIONS 15,000

THE ALS ASSOCIATION INC WISCONSIN CHAPTER

3333 NORTH MAYFAIR ROAD 104
WAUWATOSA,WI532223219 		  PC CHARITABLE OPERATIONS 2,000

THE AMERICAN SOCIETY FOR THE PREVENTION OF CRUELTY TO ANIMALS

424 EAST 92ND STREET
NEW YORK,NY101286804 		  PC CHARITABLE OPERATIONS 5,000

THE CHILDREN'S HOME OF EASTON INC

2000 SOUTH 25TH STREET
EASTON,PA18042 		  PC CHARITABLE OPERATIONS 5,000

THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY INC

3145 HAMILTON BOULEVARD BYPASS
ALLENTOWN,PA18103 		  PC CHARITABLE OPERATIONS 10,000

THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY INC

3145 HAMILTON BOULEVARD BYPASS
ALLENTOWN,PA18103 		  PC CHARITABLE OPERATIONS 10,000

THE EVERGLADES FOUNDATION INC

18001 OLD CUTLER ROAD SUITE 625
PALMETTO BAY,FL33157 		  PC CHARITABLE OPERATIONS 2,500

THE HUMANE SOCIETY OF NEW YORK

306 EAST 59TH STREET
NEW YORK,NY10022 		  PC CHARITABLE OPERATIONS 35,000

THE MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH

GRAND CENTRAL STA PO BOX 4777
NEW YORK,NY10163 		  PC CHARITABLE OPERATIONS 10,000

THE NATURE CONSERVANCY

4245 FAIRFAX DRIVE
ARLINGTON,VA222031606 		  PC CHARITABLE OPERATIONS 5,000

THE NEW YORK AND PRESBYTERIAN HOSPITAL

525 EAST 68TH STREET BOX 156
NEW YORK,NY10065 		  PC CHARITABLE OPERATIONS 35,000

THE NEW YORK PUBLIC LIBRARY ASTOR LENOX AND TILDEN FOUNDATIONS

270 MADISON AVENUE 11TH FLOOR
NEW YORK,NY10016 		  PC CHARITABLE OPERATIONS 6,000

THE UNITED WAY OF CENTRAL MARYLAND INC

1800 WASHINGTON BOULEVARD 340
BALTIMORE,MD21230 		  PC CHARITABLE OPERATIONS 2,000

THIRD STREET ALLIANCE FOR WOMEN AND CHILDREN

41 NORTH THIRD STREET
EASTON,PA18042 		  PC CHARITABLE OPERATIONS 5,000

TUALATIN VALLEY FIRE & RESCUE NON-UNION

11945 SW 70TH AVENUE
TIGARD,OR972238566 		  GOV CHARITABLE OPERATIONS 5,000

UNITED WAY OF BRISTOL TN-VA INC

PO BOX 696
BRISTOL,TN376210696 		  PC CHARITABLE OPERATIONS 5,000

UNITED WAY OF CENTRAL & SOUTHERN UTAH

148 NORTH 100 WEST
PROVO,UT84603 		  PC CHARITABLE OPERATIONS 5,000

UNITED WAY OF CENTRAL JERSEY INC

32 FORD AVE
MILLTOWN,NJ08850 		  PC CHARITABLE OPERATIONS 2,000

UNITED WAY OF DENTON COUNTY INC

1314 TEASLEY LANE
DENTON,TX76205 		  PC CHARITABLE OPERATIONS 2,000

UNITED WAY OF EASTERN UTAH

81 N 200 E
PRICE,UT84501 		  PC CHARITABLE OPERATIONS 5,000

UNITED WAY OF GREATER ATLANTA INC

40 COURTLAND STREET
ATLANTA,GA30303 		  PC CHARITABLE OPERATIONS 5,000

UNITED WAY OF GREATER HOUSTON

50 WAUGH DRIVE
HOUSTON,TX770075813 		  PC CHARITABLE OPERATIONS 5,000

UNITED WAY OF GREATER KANSAS CITY INC

4801 MAIN STREET STE 425
KANSAS CITY,MO64112 		  PC CHARITABLE OPERATIONS 5,000

UNITED WAY OF GREATER PLYMOUTH COUNTY INC

934 WEST CHESTNUT STREET
BROCKTON,MA023015538 		  PC CHARITABLE OPERATIONS 2,000

UNITED WAY OF NORTHEAST FLORIDA INC

40 EAST ADAMS STREET 200
JACKSONVILLE,FL32202 		  PC CHARITABLE OPERATIONS 2,000

UNITED WAY OF ODESSA INC

PO BOX 632
ODESSA,TX79760 		  PC CHARITABLE OPERATIONS 2,000

UNITED WAY OF THE CAPE FEAR AREA INC

127 GRACE STREET
WILMINGTON,NC28401 		  PC CHARITABLE OPERATIONS 5,000

UNITED WAY OF THE COLUMBIA-WILLAMETTE

619 SW 11TH AVENUE STE 300
PORTLAND,OR972052646 		  PC CHARITABLE OPERATIONS 2,000

UNITED WAY OF THE GREATER LEHIGH VALLEY

1110 AMERICAN PARKWAY NE F-120
ALLENTOWN,PA18109 		  PC CHARITABLE OPERATIONS 162,000

UNIVERSITY OF MARYLAND COLLEGE PARK FOUNDATION INC

4603 CALVERT ROAD
COLLEGE PARK,MD20740 		  PC CHARITABLE OPERATIONS 10,000

UNIVERSITY OF MIAMI - SCHOOL OF MEDICINE

PO BOX 248106
CORAL GABLES,FL331242912 		  PC CHARITABLE OPERATIONS 5,000

VALLEY YOUTH HOUSE COMMITTEE INC

3400 HIGH POINT BLVD
BETHLEHEM,PA18017 		  PC CHARITABLE OPERATIONS 15,000

VENETIAN HERITAGE INC

PO BOX 1358
NEW YORK,NY10150 		  PC CHARITABLE OPERATIONS 10,000

VIA OF THE LEHIGH VALLEY INC

336 WEST SPRUCE STREET
BETHLEHEM,PA18018 		  PC CHARITABLE OPERATIONS 5,000

WOUNDED WARRIOR PROJECT INC

4899 BELFORT ROAD 300
JACKSONVILLE,FL32256 		  PC CHARITABLE OPERATIONS 35,000
Total .................................right arrow 3a 1,189,628
bApproved for future payment
Total ................................. right arrow 3b 0
Form 990-PF (2024)
Form 990-PF (2024)
Page 12
Part XV-A
Analysis of Income-Producing Activities
Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
Related or exempt
function income
(See instructions.)
1Program service revenue: (a)
Business code 		(b)
Amount 		(c)
Exclusion code 		(d)
Amount
a
b
c
d
e
f
gFees and contracts from government agencies          
2 Membership dues and assessments ....          
3 Interest on savings and temporary cash
investments ........... 		    14 129,570  
4 Dividends and interest from securities ....     14 590,324  
5 Net rental income or (loss) from real estate:
aDebt-financed property......          
bNot debt-financed property.....          
6 Net rental income or (loss) from personal property          
7 Other investment income .....          
8 Gain or (loss) from sales of assets other than
inventory ............ 		    18 -189,368  
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) .. 0 530,526 0
13Total. Add line 12, columns (b), (d), and (e)..................
13
530,526
(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 (2024)
Form 990-PF (2024)
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)
Yes
 
(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
1a(1) 5,000 HECKTOWN VOLUNTEER FIRE COMPANY GRANT
1a(1) 2,000 FORKS COMMUNITY DAYS GRANT
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 Right Arrow
 Firm's EIN Right Arrow
Firm's address Right Arrow


 Phone no.
Form 990-PF (2024)
Additional Data


Software ID:  
Software Version:  


Form 990PF - Special Condition Description:
Special Condition Description
Schedule B
(Form 990)
(Rev. January 2025)
Department of the Treasury
Internal Revenue Service
Schedule of Contributors

right arrow Attach to Form 990, 990-EZ, or 990-PF.
right arrow Go to www.irs.gov/Form990 for the latest information.
OMB No. 1545-0047
Name of the organization
FREDERICK H BEDFORD JR & MARGARET S
BEDFORD CHARITABLE FOUNDATION
Employer identification number

13-3544702
Organization type (check one):
Filers of:
Section:
Form 990 or 990-EZ
501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization


Form 990-PF
501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation
Check if your organization is covered by the General Rule or a Special Rule.  
Note:  Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
General Rule
For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.
Special Rules
For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 331/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.
For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Right Arrow $  
Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).
For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.
Cat. No. 30613XSchedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025) Page 2
Name of organization
FREDERICK H BEDFORD JR & MARGARET S
BEDFORD CHARITABLE FOUNDATION 		Employer identification number
13-3544702
Part I
Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
1
VICTAULIC COMPANY
 
4901 KESSLERSVILLE ROAD
 
EASTON, PA18040

$ 1,003,675


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
(a)
No.		 (b)
Name, address, and ZIP + 4		 (c)
Total contributions		 (d)
Type of contribution
 
 
 
 

$  


(Complete Part II for noncash contributions.)
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 3
Name of organization
FREDERICK H BEDFORD JR & MARGARET S
BEDFORD CHARITABLE FOUNDATION 		Employer identification number

13-3544702
Part II
Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
(a)
No. from Part I 		(b)
Description of noncash property given 		(c)
FMV (or estimate)
(See instructions) 		(d)
Date received
 
$    
Schedule B (Form 990) (Rev. 1-2025)
Schedule B (Form 990) (Rev. 1-2025)
Page 4
Name of organization
FREDERICK H BEDFORD JR & MARGARET S
BEDFORD CHARITABLE FOUNDATION 		Employer identification number

13-3544702
Part III
Exclusively religious, charitable, etc., contributions to organizations described in section 501(c) (7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $  
Use duplicate copies of Part III if additional space is needed.
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
(a)
No. from Part I		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
 
(e) Transfer of gift
Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
 
 
     
 
Schedule B (Form 990) (Rev. 1-2025)
Additional Data


Software ID:  
Software Version:  

TY 2024 AccountingFeesSchedule
Name:
FREDERICK H BEDFORD JR & MARGARET S
 
BEDFORD CHARITABLE FOUNDATION
EIN:
13-3544702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
TAX PREPARATION 3,675 1,838   1,837

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2024 ExpenditureResponsibilityStmt
Name:
FREDERICK H BEDFORD JR & MARGARET S
 
BEDFORD CHARITABLE FOUNDATION
EIN:
13-3544702
Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
HECKTOWN VOLUNTEER FIRE COMPANY
  		230 NAZARETH PIKE
BETHLEHEM,PA18020 		2024-09-09 5,000 TO FUND COMPUTER EQUIPMENT USED FOR EDUCATING, TRAINING, PLANNING, AND COMMUNICATING WITH EMERGENCY SERVICES. 5,000 NONE 7/21/25   GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE.
FORKS COMMUNITY DAYS
  		1700 SULLIVAN TRAIL 149
EASTON,PA18040 		2024-01-10 2,000 TO HOST AN EVENT TO COMBAT COMMUNITY DETERIORATION. 2,000 NONE 9/16/25   GRANTOR HAS NO REASON TO DOUBT THE GRANTEE'S USE OF FUNDS; THEREFORE, NO INDEPENDENT VERIFICATION HAS BEEN MADE TO DATE.

TY 2024 InvestmentsCorpBondsSchedule
Name:
FREDERICK H BEDFORD JR & MARGARET S
 
BEDFORD CHARITABLE FOUNDATION
EIN:
13-3544702
Name of Bond End of Year Book Value End of Year Fair Market Value
PNC FINANCIAL SERVICES HYBRID 06/12/2029 USD SR LIEN 15,305 15,305
PIEDMONT NATURAL GAS CO 3.5% 06/01/2029 USD SR LIEN 15,128 15,128
PHILIP MORRIS INTERNATIONAL IN 5.375% 02/15/2033 USD 16,360 16,360
ORACLE CORPORATION 2.875% 03/25/2031 USD SR LIEN NEXT 45,277 45,277
NXP BV/NXP FUNDING LLC 5.55% 12/01/2028 USD SR LIEN 33,719 33,719
NATIONAL GRID PLC 5.418% 01/11/2034 USD SR LIEN NEXT 12,279 12,279
MORGAN STANLEY HYBRID 05/04/2027 USD SR LIEN CPN 8,650 8,650
PROLOGIS, L.P. 2.125% 04/15/2027 USD SR LIEN NEXT CALL DT. 15,233 15,233
MORGAN STANLEY HYBRID 02/01/2029 USD SR LIEN CPN 41,989 41,989
LOWE'S COMPANIES, INC. 5.15% 07/01/2033 USD SR LIEN 15,310 15,310
KINDER MORGAN INC 2.0% 02/15/2031 USD SR LIEN NEXT CALL 37,216 37,216
JPMORGAN CHASE & CO. HYBRID 05/01/2028 USD SR LIEN 46,920 46,920
MORGAN STANLEY HYBRID 12/10/2026 USD SR LIEN CPN 14,474 14,474
AEP TEXAS INC 2.1% 07/01/2030 USD SER I SR LIEN NEXT CALL 20,807 20,807
RALPH LAUREN CORP 2.95% 06/15/2030 USD SR LIEN NEXT 17,258 17,258
VERIZON COMMUNICATIONS INC. 4.4% 11/01/2034 USD SR 13,077 13,077
UNITEDHEALTH GROUP INC 4.625% 07/15/2035 USD SR LIEN 14,487 14,487
U.S. BANCORP HYBRID 06/12/2029 USD SR LIEN CPN 06/12/23 21,542 21,542
TRUIST FINANCIAL CORPORATION HYBRID MTN 07/28/2033 29,938 29,938
TORONTO-DOMINION BANK (THE) MTN 1.25% 09/10/2026 35,088 35,088
T-MOBILE USA, INC. 3.5% 04/15/2025 SER WI SR LIEN 16,046 16,046
TARGET CORPORATION 4.5% 09/15/2032 USD SR LIEN NEXT 13,730 13,730
TARGET CORPORATION 1.95% 01/15/2027 USD SR LIEN NEXT 50,894 50,894
STATE STREET CORPORATION HYBRID 12/03/2029 USD SR 15,604 15,604
STATE STREET CORP HYBRID 11/21/2029 USD SR LIEN CPN 33,090 33,090
SKYWORKS SOLUTIONS, INC. 3.0% 06/01/2031 USD SR LIEN 14,602 14,602
ROPER TECHNOLOGIES, INC. 2.0% 06/30/2030 USD SR LIEN 28,976 28,976
REALTY INCOME CORPORATION 4.9% 07/15/2033 USD SR 14,881 14,881
REALTY INCOME CORPORATION 3.0% 01/15/2027 USD SR 21,584 21,584
REALTY INCOME CORP 5.125% 02/15/2034 USD SR LIEN NEXT 16,990 16,990
VIRGINIA ELEC & POWER CO 3.5% 03/15/2027 USD SER A SR 24,626 24,626
INTEL CORPORATION 5.2% 02/10/2033 USD SR LIEN NEXT CALL 34,560 34,560
INTERCONTINENTAL EXCHANGE, INC 4.35% 06/15/2029 USD 21,563 21,563
HEWLETT PACKARD ENTERPRISE COM STEP 10/15/2025 SER 39,401 39,401
CANADIAN IMPERIAL BAN) OF COMM 5.26% 04/08/2029 USD 15,301 15,301
BURLINGTON NORTHERN SANTA FE, 3.0% 04/01/2025 SR LIEN 63,221 63,221
BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR 27,793 27,793
BROADCOM INC. 5.0% 04/15/2030 USD SER WI SR LIEN NEXT 28,300 28,300
BP CAP MARKETS AMERICA 3.588% 04/14/2027 USD SER SR 35,470 35,470
BIOGEN INC. 2.25% 05/01/2030 USD SR LIEN NEXT CALL DT. 02 48,582 48,582
BANK OF NY MELLON CORP HYBRID 02/01/2029 USD SR LIEN 48,539 48,539
BANK OF NEW YORK MELLON CORPOR HYBRID MTN 16,817 16,817
BAN) OF AMERICA CORPORATION HYBRID MTN 02/07/2030 52,630 52,630
B.A.T. INTERNATIONAL FINANCE P 5.931% 02/02/2029 USD SR 21,091 21,091
AUTONATION INC 3.85% 03/01/2032 USD SR LIEN NEXT CALL 16,378 16,378
AT&T INC. 4.3% 02/15/2030 USD SER WI SR LIEN NEXT CALL DT. 29,556 29,556
AMGEN INC. 5.25% 03/02/2033 USD SR LIEN NEXT CALL DT. 12 20,208 20,208
AMERICAN EXPRESS CO HYBRID 07/28/2027 USD SR LIEN CPN 65,137 65,137
ALEXANDRIA REAL ESTATE EQUITIE 2.95% 03/15/2034 USD SR 14,146 14,146
AIR LEASE CORPORATION 5.85% 12/15/2027 USD SR LIEN 13,358 13,358
AGILENT TECHNOLOGIES INC 2.1% 06/04/2030 USD SR LIEN 28,467 28,467
CANADIAN IMPERIAL BANK OF COMM 5.001% 04/28/2028 25,291 25,291
HP INC. 2.2% 06/17/2025 SR LIEN NEXT CALL DT. 05 17 25 S&P 25,700 25,700
CAPITAL ONE FINANCIAL CORPORAT HYBRID 05/10/2033 USD 25,518 25,518
EBAY INC 2.7% 03/11/2030 USD SR LIEN NEXT CALL DT. 12 11 29 15,394 15,394
FOX CORPORATION 4.709% 01/25/2029 USD SER WI SR LIEN 27,238 27,238
FEDERATED HERMES HIGH YIELD BOND FUND 1,217,202 1,217,202
EXELON CORPORATION 4.05% 04/15/2030 USD SR LIEN NEXT 38,470 38,470
ENERGY TRANSFER PARTNERS 4.2% 04/15/2027 USD SR LIEN 27,876 27,876
ENBRIDGE INC 5.7% 03/08/2033 USD SR LIEN NEXT CALL DT. 12 29,834 29,834
EMERSON ELECTRIC CO 1.8% 10/15/2027 USD SR LIEN NEXT 33,582 33,582
CAPITAL ONE FINANCIAL CORPORAT HYBRID 07/29/2032 USD 15,533 15,533
EATON VANCE INCOME FUND OF BOSTON 1,272,799 1,272,799
WELLS FARGO & COMPANY HYBRID MTN 02/11/2026 USD SR 65,324 65,324
DOW CHEMICAL CO/THE 4.25% 10/01/2034 USD SR LIEN NEXT 43,235 43,235
CROWN CASTLE INC 5.0% 01/11/2028 USD SR LIEN NEXT CALL 22,497 22,497
COMCAST CORP 3.4% 04/01/2030 USD SR LIEN NEXT CALL DT. 15,010 15,010
CITIZENS FINANCIAL GROUP 3.25% 04/30/2030 USD SR LIEN 14,546 14,546
CITIGROUP INC. HYBRID 04/23/2029 USD SR LIEN CPN 30,311 30,311
CITIGROUP INC. HYBRID 03/17/2026 USD SR LIEN CPN 15,087 15,087

TY 2024 InvestmentsCorpStockSchedule
Name:
FREDERICK H BEDFORD JR & MARGARET S
 
BEDFORD CHARITABLE FOUNDATION
EIN:
13-3544702
Name of Stock End of Year Book Value End of Year Fair Market Value
ISHARES MSCI EAFE INTERNATIONAL INDEX FUND 1,314,978 1,314,978
ISHARES RUSSELL 2000 SMALL-CAP INDEX FUND 905,596 905,596
GS GQG PARTNERS INTERNATIONAL OPP FUND 842,415 842,415
ISHARES S&P 500 INDEX FUND 9,687,625 9,687,625
SSGA HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND 1,101,371 1,101,371
SSGA EMERGING MARKET EQUITY INDEX FUND 445,270 445,270

TY 2024 InvestmentsGovtObligationsSch
Name:
FREDERICK H BEDFORD JR & MARGARET S
 
BEDFORD CHARITABLE FOUNDATION
EIN:
13-3544702
US Government Securities - End of Year Book Value:

1,798,455
US Government Securities - End of Year Fair Market Value:

1,798,455
State & Local Government Securities - End of Year Book Value:


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


0


TY 2024 InvestmentsOtherSchedule2
Name:
FREDERICK H BEDFORD JR & MARGARET S
 
BEDFORD CHARITABLE FOUNDATION
EIN:
13-3544702
Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
PRIVATE CREDIT MANAGERS IV OFFSHORE FMV 228,582 228,582
GS STRATEGIC FACTOR ALLOCATION FUND FMV 1,236,638 1,236,638
GS TACTICAL TILT OVERLAY FUND FMV 1,863,474 1,863,474
VINTAGE IX B OFFSHORE SCSP FMV 605,444 605,444
E&F PRIVATE EQUITY MANAGERS (2022) OFFSHORE FMV 271,710 271,710

TY 2024 OtherIncreasesSchedule
Name:
FREDERICK H BEDFORD JR & MARGARET S
 
BEDFORD CHARITABLE FOUNDATION
EIN:
13-3544702
Description Amount
UNREALIZED GAIN 2,586,734


TY 2024 OtherProfessionalFeesSchedule
Name:
FREDERICK H BEDFORD JR & MARGARET S
 
BEDFORD CHARITABLE FOUNDATION
EIN:
13-3544702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT 35,098 35,098   0


TY 2024 TaxesSchedule
Name:
FREDERICK H BEDFORD JR & MARGARET S
 
BEDFORD CHARITABLE FOUNDATION
EIN:
13-3544702
Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
FOREIGN TAX 7,090 7,090   0
EXCISE TAX 9,879 0   0