2025-11-12T11:20:29-06:00 2024-12-31 990PF 2024-01-01 656164872 EDWARD T BEDFORD FOUNDATION BESSEMER TRUST COMPANY OF FLORIDA EDWA 5616554030 1002 SE MONTEREY COMMNS BLD 101 STUART FL 34996 RONALD L FICK ESQ TRUSTEE 5616554030 2025-11-12 0 2024 2025-03-06 01:10:19Z X 18328612 X X 361134 361134 930680 947626 930680 103710 121220 1395524 1413034 132365 132365 0 50000 0 50000 35000 35000 0 3300 0 3300 4014 1129 0 496 0 496 143033 69762 0 368208 238256 53796 762300 762300 1130508 238256 816096 265016 1174778 110721 456217 456217 1866270 1904381 1859202 9262157 9166342 14844985 1201164 1178388 1168208 12440312 12705328 18328612 0 0 X 12440312 12705328 0 0 0 0 12440312 12705328 12440312 12705328 12440312 265016 0 12705328 0 12705328 ST CAP GAIN/LOSS P 23130 23130 23130 LT CAP GAINLOSS P 479664 479664 479664 ST CAP GAIN CTF HFD P 3536 -3536 -3536 LT CAP GAIN CTF HFD P 69724 69724 69724 HFD SEC 1256 ST G/L P 5364 -5364 -5364 HFD SEC 1256 ST G/L P 8046 -8046 -8046 CAPITAL GAINS DIVIDENDS P 375108 375108 375108 930680 16329 0 16329 0 16329 10736 0 15000 0 25736 0 9407 9407 0 0 0 0 0 0 0 0 0 1 1 0 1 1 FL 1 0 0 0 0 1 WWW.EDWARDTBEDFORDFOUNDATION.ORG BESSEMER TRUST COMPANY OF FLORIDA 5616554030 1002 SE MONTEREY COMMONS BLVD STE 101 STUART FL 34996 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 BESSEMER TRUST COMPANY OF FLORIDA 1002 SE MONTEREY COMMONS BLVD STE 101 STUART FL 34996 CORPORATE TRUSTEE 10.00 62365 0 0 RONALD L FICK ESQ C/O BESSEMER TRUST 1002 SE MONTEREY COMMONS BLVD STE 101 STUART FL 34996 INDIVIDUAL TRUSTEE 10.00 70000 0 0 NONE 0 NONE 0 0 17798720 218532 0 18017252 0 0 18017252 270259 17746993 887350 887350 16329 16329 871021 0 871021 0 871021 816096 0 816096 871021 287887 0 0 816096 287887 0 0 528209 0 0 0 0 0 0 0 0 342812 0 0 0 ALFRED J STASHISJR EDWARD T BEDFORD 4001 TAMIAMI TRAIL NORTH SUITE 200 NAPLES FL 34103 2392635885 SEE WWW.EDWARDTBEDFORDFOUNDATION.ORG FOR APPLICATION PROCEDURES. NONE 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. ACES IN MOTION PO BOX 357492 GAINESVILLE FL 32635 NONE N/A OPERATIONAL 25000 ASPHALT GREEN 555 EAST 90TH STREET NEW YORK NY 101287803 NONE N/A OPERATIONAL 30000 BOUND FOR COLLEGE 1730 S FEDERAL HIGHWAY 297 DELRAY BEACH FL 33483 NONE N/A OPERATIONAL 20000 CARIDAD CENTER INC 8645 W BOYNTON BEACH BLVD BOYNTON BEACH FL 33472 NONE N/A OPERATIONAL 25000 CATHOLIC CHARITIES OF EASTERN VIRGINIA 5361 VIRGINIA1132 PICKETT RD NORFOLK VA 23502 NONE N/A OPERATIONAL 25000 CENTER FOR EXCELLENCE IN EDUCATION 8201 GREENSBORO DRIVE STE 215 MCLEAN VA 221023813 NONE N/A OPERATIONAL 25000 CHILDREN'S DREAM FUND INC 1600 23RD AVE N ST PETERSBURG FL 33701 NONE N/A OPERATIONAL 25000 COLORADO YOUTH TENNIS FOUNDATION 3300 E BAYAUD AVE STE 201 DENVER CO 80209 NONE N/A OPERATIONAL 8800 EMBRY-RIDDLE AERONAUTICAL UNIVERSITY 1 AEROSPACE BOULEVARD DAYTONA BEACH FL 32114 NONE N/A OPERATIONAL 25000 FIRST SERVE PO BOX 1353 WEST PALM BEACH FL 33402 NONE N/A OPERATIONAL 15000 FIRST TEE CENTRAL COAST PO BOX 6261 SANTA BARBARA CA 93160 NONE N/A OPERATIONAL 15000 FIRST TEE FLORIDA GOLD COAST 7301 N HAVERHILL RD RIVIERA BEACH FL 33407 NONE N/A OPERATIONAL 15000 FIRST TEE OF GREATER PASADENA 1133 ROSEMONT AVE PASADENA CA 91103 NONE N/A OPERATIONAL 15000 FIRST TEE OF HAMPTON ROADS 2400 TOURNAMENT DR VIRGINIA BEACH VA 23456 NONE N/A OPERATIONAL 20000 GATOR JUNIOR GOLF ASSOC 9200 NW 39TH AVE GAINESVILLE FL 32606 NONE N/A OPERATIONAL 25000 GOLISANO CHILDREN'S MUSEUM OF NAPLES 15080 LIVINGSTON RD NAPLES FL 34109 NONE N/A OPERATIONAL 30000 GRACE NOTES MUSIC FOUNDATION 500 COMMERCE WAY WEST SUITE 9 JUPITER FL 33458 NONE N/A OPERATIONAL 7500 HILLSBOROUGH EDUCATION FOUNDATION 2306 N HOWARD AVE TAMPA FL 33607 NONE N/A OPERATIONAL 15000 HOOVES OF HOPE EQUESTRIAN CENTER 735 CHENAULT BRIDGE RD LANCASTER KY 40444 NONE N/A OPERATIONAL 12000 HORSES N HEROES OF MARION COUNTY INC 12680 NORTH US HIGHWAY 441 CITRA FL 32113 NONE N/A OPERATIONAL 15000 JUNIOR GOLF ASSOCIATION OF BROWARD COUNTY INC 5722 S FLAMINGO RD 209 COOPER CITY FL 333303206 NONE N/A OPERATIONAL 12000 JUNIOR TENNIS CHAMPIONS CENTER INC 1300 CONNECTICUT AVE NW STE 850 WASHINGTON DC 20036 NONE N/A OPERATIONAL 15000 NAPLES BOTANICAL GARDEN INC 4820 BAYSHORE RD NAPLES FL 34112 NONE N/A OPERATIONAL 35000 TENACITY INC 367 WESTERN AVE FL 2 BRIGHTON MA 02135 NONE N/A OPERATIONAL 15000 THE BOGGY CREEK GANG INC 30500 BRANTLEY BRANCH RD EUSTIS FL 32736 NONE N/A OPERATIONAL 30000 THE EDUCATION FOUNDATION OF COLLIER COUNTY INC 3606 ENTERPRISE AVENUE SUITE 150 NAPLES FL 34104 NONE N/A OPERATIONAL 50000 THE GLADES INITIATIVE INC PO BOX 210425 ROYAL PALM BEACH FL 33421 NONE N/A OPERATIONAL 20000 URBAN YOUTH IMPACT INC 2823 NORTH AUSTRALIAN AVE WEST PALM BEACH FL 33407 NONE N/A OPERATIONAL 30000 USAFA - MEN'S TENNIS 2168 FIELD HOUSE DRIVE USAFA CO 80840 NONE N/A MEN'S TENNIS 25000 USAFA - WOMEN'S TENNIS 2168 FIELD HOUSE DRIVE USAFA CO 80840 NONE N/A WOMEN'S TENNIS 75000 YOUTH TENNIS FOUNDATION OF FLORIDA INC PO BOX 49057 ST PETERSBURG FL 33743 NONE N/A OPERATIONAL 62000 762300 0 14 361134 01 103710 18 930680 0 1395524 0 1395524 0 0 0 0 0 0 0 0 0 0 ADDITIONAL INFORMATION QUES. 1A(4) PART VI-B EDWARD T. BEDFORD FOUNDATIONTAX PERIOD ENDED 12/31/24EIN 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, 2024 THROUGH DECEMBER 31, 2024.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. 30000.00 CVS HEALTH CORP 30074 29311 37000.00 FLORIDA POWER & LIGHT CO 36640 36631 30000.00 BROADCOM INC 30002 30112 30000.00 ELEVANCE HEALTH INC 30032 29717 29000.00 ENERGY TRANSFER LP 28967 30118 29000.00 TOYOTA MOTOR CREDIT CORP 29687 29441 30000.00 AMERICAN TOWER CORP 30210 29821 8000.00 JPMORGAN CHASE & CO 8006 7788 25000.00 FIFTH THIRD BANCORP 26228 25926 30000.00 BANK OF AMERICA CORP 30054 29428 60000.00 CITIGROUP INC 60269 58089 35000.00 CHARLES SCHWAB CORP 35109 32073 30000.00 PUBLIC SERVICE ENTERPRIS 30024 30944 30000.00 TRUIST FINANCIAL CORP 30026 30474 30000.00 CAPITAL ONE FINANCIAL CO 30000 30987 29000.00 MORGAN STANLEY 30479 28850 30000.00 MARSH & MCLENNAN COS INC 29871 29636 39000.00 BP CAP MARKETS AMERICA 38880 37629 30000.00 HUNTINGTON BANCSHARES 30038 30002 30000.00 GOLDMAN SACHS GROUP INC 29978 29386 35000.00 PUBLIC STORAGE 35048 31497 8000.00 JPMORGAN CHASE & CO 8041 7265 45000.00 PAYPAL HOLDINGS 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INC NEW 19395 21344 218.00 DOLLARAMA INC 6209 21247 20.00 MERCADOLIBRE INC 26747 34008 203.00 BJ'S WHOLESALE CLUB HOLDIN 12346 18138 545.00 WALMART INC 26678 49240 398.00 US FOODS HOLDING CORP 9912 26849 715.00 ALIMENTATION COUCHE-TARD I 35410 39603 29.00 COSTCO WHSL CORP NEW 13962 26571 54860.15 OW CREDIT INCOME FUND 548086 430103 935.00 SCHLUMBERGER LTD 49771 35847 440.00 CONOCOPHILLIPS 29762 43634 46.00 SPDR S&P OIL & GAS EXPLORA 6220 6089 52.00 S&P GLOBAL INC. 13617 25897 300.00 JPMORGAN CHASE & CO 45768 71913 80.00 SPDR S&P REGIONAL BK ETF 5372 4828 78.00 MSCI INC 46172 46800 282.00 NASDAQ INC. 9011 21801 370.00 INTERCONTINENTAL EXCHG INC 38564 55133 290.00 RYAN SPECIALTY HOLDNGS INC 13446 18606 336.00 VISA INC 26864 106189 57.00 WEX INC 6818 9993 173.00 TRADEWEB MARKETS INC 11519 22649 635.00 BROOKFIELD CORPORATION 28688 36480 270.00 FISERV INC 42208 55463 164.00 APOLLO GLOBAL MANAGEMENT I 25382 27086 1425.00 BANK OF AMERICA CORP 42066 62628 20.00 IDEXX LABS CORP 8664 8268 51.00 MEDPACE HOLDINGS 15065 16943 828.00 AVANTOR INC 21792 17445 72.00 MCKESSON CORP 39195 41033 159.00 UNITEDHEALTH GROUP INC 52091 80431 81.00 THERMO FISHER SCIENTIFIC 14605 42138 197.00 DANAHER CORP 35238 45221 155.00 CENCORA INC 27220 34825 100.00 STERIS PLC 11256 20556 164.00 COOPER COS INC/THE 8195 15076 177504.34 BTC CTF HEDGE FUND OF FDS 2632649 3286137 41.00 CARLISLE COS 7953 15122 63.00 EQUIFAX INC 8861 16055 360.00 COPART INC 9911 20660 68.00 EATON CORP PLC 9619 22567 60.00 BUILDERS FIRSTSOURCE INC 12057 8575 97.00 CLEAN HARBORS INC 13325 22323 56.00 OLD DOMINION FREIGHT 12335 9878 605.00 TRANSUNION 40971 56089 60.00 NORTHROP GRUMMAN CORP 23173 28157 300.00 CORE & MAIN INC 14028 15273 355.00 HOWMET AEROSPACE INC 12228 38826 505.00 ASHTEAD GROUP 33602 31383 92.00 BWX TECHNOLOGIES INC 8252 10247 35.00 SAIA INC COM 10095 15950 131.00 BOOZ ALLEN HAMILTON HLDGS 13976 16859 360.00 WILLSCOT HOLDINGS CORP 16999 12042 96.00 ENTEGRIS INC 12524 9509 97.00 GARTNER INC CL A 36252 46993 108.00 NXP SEMICONDUCTORS NV 26695 22447 1180.00 NVIDIA CORP 29685 158462 463.00 MARVELL TECHNOLOGY INC 23175 51138 11.00 ASM INTERNATIONAL NV 3524 6385 355.00 FORTINET INC 24454 33540 11.00 CONSTELLATION SOFTWARE 29407 33971 124.00 KEYSIGHT TECHNOLOGIES INC 19126 19918 879.00 CCC INTELLIGENT SOLUTIONS 10211 10310 101.00 CDW CORP/DE 12977 17578 34.00 ASML HOLDING 15248 23973 190.00 BROADCOM INC 30660 44049 139.00 APPLIED MATERIALS 23615 22605 644.00 APPLE INC 18203 161270 104.00 NICE LTD ADR 17217 17663 116.00 MOTOROLA SOLUTIONS INC 30134 53618 410.00 MICROSOFT CORP 26055 172815 69.00 MANHATTAN ASSOCIATES INC 12864 18646 292412.03 OW LARGE CAP STRATEGIES FD 2733602 5798530 310.00 CRH PLC 21884 28681 149.00 CBRE GROUP INC 19738 19562 51.00 SBA COMMUNICATIONS CORP 10924 10393 110.00 PROLOGIS INC 11881 11627 134996.31 OW SMALL & MIDCAP STRAT FD 1416073 2159941 375.00 AMEREN CORP 25583 33427 385.00 NEXTERA ENERGY INC 29502 27600 85.00 UTILITIES SELECT SECT SPDR 6005 6433 1904381 1859202 0 0 LEGAL 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