Bedford Family Charitable Trust

New Hartford, CT
Tax-exempt since May 1997
EIN: 86-6255502

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Type of Nonprofit

Designated as a 501(c)(3) Organizations for any of the following purposes: religious, educational, charitable, scientific, literary, testing for public safety, fostering national or international amateur sports competition (as long as it doesn't provide athletic facilities or equipment), or the prevention of cruelty to children or animals.

Revenue

$211k (2023)

Expenses

$132k (2023)

Total Assets

$1.3M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$210,544

Expenses

$132,154

Net Income

$78,390

Net Assets

$1,296,175

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$0
Dividends	$44,947	21.3%
Sales of Assets	$167,814	79.7%
Other Income	-$2,217

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$98,600	74.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,296,175
Total Liabilities	$0
Net Assets	$1,296,175

Compensation

Key Employees and Officers	Compensation	Other
Laura A Bedford (Trustee)	$0	$0
Steven Bedford (President)	$0	$0
Hilary B Parkhurst (Trustee)	$0	$0

990-PF

Filed on Dec. 4, 2024

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2022

Revenue

$204,166

Expenses

$143,705

Net Income

$60,461

Net Assets

$1,227,616

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$352	0.2%
Dividends	$39,028	19.1%
Sales of Assets	$169,057	82.8%
Other Income	-$4,271

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$100,000	69.6%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,227,616
Total Liabilities	$0
Net Assets	$1,227,616

Compensation

Key Employees and Officers	Compensation	Other
Laura A Bedford (Trustee)	$0	$0
Steven Bedford (Trustee And President)	$0	$0
Hilary B Parkhurst (Trustee)	$0	$0

990-PF

Filed on Nov. 13, 2023

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2021

Revenue

$126,206

Expenses

$145,136

Net Income

-$18,930

Net Assets

$1,165,930

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,759	1.4%
Dividends	$37,990	30.1%
Sales of Assets	$89,698	71.1%
Other Income	-$3,241

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$109,600	75.5%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,165,930
Total Liabilities	$0
Net Assets	$1,165,930

Compensation

Key Employees and Officers	Compensation	Other
Laura A Bedford (Trustee)	$0	$0
Steven Bedford (Trustee And President)	$0	$0
Hilary B Parkhurst (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2022

Primary tax return for a private foundation's activities, finances, and governance

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Schedules ▼

XML

Fiscal Year Ending Dec.
2020

Revenue

$23,637

Expenses

$109,244

Net Income

-$85,607

Net Assets

$1,155,353

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,615	6.8%
Dividends	$36,484	> 100%
Sales of Assets	$0
Other Income	$30,339	> 100%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$81,261	74.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,155,354
Total Liabilities	$1
Net Assets	$1,155,353

Compensation

Key Employees and Officers	Compensation	Other
Peter Benjamin Bedford (Trustee)	$0	$0
Steven Bedford (Trustee And President)	$0	$0
Hilary B Parkhurst (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2021

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

XML

Fiscal Year Ending Dec.
2019

Revenue

$126,901

Expenses

$137,854

Net Income

-$10,953

Net Assets

$1,240,961

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$1,818	1.4%
Dividends	$41,957	33.1%
Sales of Assets	$79,128	62.4%
Other Income	$3,998	3.2%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$106,431	77.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,241,815
Total Liabilities	$854
Net Assets	$1,240,961

Compensation

Key Employees and Officers	Compensation	Other
Peter Benjamin Bedford (Trustee)	$0	$0
Steven Bedford (Trustee And President)	$0	$0
Hilary B Parkhurst (Trustee)	$0	$0

990-PF

Filed on Nov. 16, 2020

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2018

Revenue

$73,919

Expenses

$90,049

Net Income

-$16,130

Net Assets

$1,251,914

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,693	3.6%
Dividends	$36,799	49.8%
Sales of Assets	$5,539	7.5%
Other Income	$28,888	39.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$59,477	66.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,252,768
Total Liabilities	$854
Net Assets	$1,251,914

Compensation

Key Employees and Officers	Compensation	Other
Peter Benjamin Bedford (Trustee)	$0	$0
Steven Bedford (Trustee And President)	$0	$0
Hilary B Parkhurst (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2019

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2017

Revenue

$99,035

Expenses

$98,186

Net Income

$849

Net Assets

$1,268,044

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$2,896	2.9%
Dividends	$33,294	33.6%
Sales of Assets	$60,907	61.5%
Other Income	$1,938	2.0%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$60,000	61.1%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,268,898
Total Liabilities	$854
Net Assets	$1,268,044

Compensation

Key Employees and Officers	Compensation	Other
Peter Benjamin Bedford (Trustee)	$0	$0
Steven Bedford (Trustee And President)	$0	$0
Hilary B Parkhurst (Trustee)	$0	$0

990-PF

Filed on Nov. 15, 2018

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2016

Revenue

$26,796

Expenses

$85,978

Net Income

-$59,182

Net Assets

$1,267,195

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$3,657	13.6%
Dividends	$32,566	> 100%
Sales of Assets	-$19,967
Other Income	$10,540	39.3%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$55,000	64.0%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,268,049
Total Liabilities	$854
Net Assets	$1,267,195

Compensation

Key Employees and Officers	Compensation	Other
Clay Patrick Bedford Jr (Trustee And President)	$0	$0
Peter Benjamin Bedford (Trustee)	$0	$0
Steven Bedford (Trustee And President)	$0	$0
Hilary B Parkhurst (Trustee)	$0	$0

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990-PF

Filed on Nov. 14, 2017

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2015

Revenue

$101,525

Expenses

$59,091

Net Income

$42,434

Net Assets

$1,326,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$4,974	4.9%
Dividends	$37,170	36.6%
Sales of Assets	$36,156	35.6%
Other Income	$23,225	22.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$19,999	33.8%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,327,231
Total Liabilities	$854
Net Assets	$1,326,377

Compensation

Key Employees and Officers	Compensation	Other
Clay Patrick Bedford Jr (Trustee And President)	$0	$0
Peter Benjamin Bedford (Trustee)	$0	$0
Steven Bedford (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2016

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2014

Revenue

$114,575

Expenses

$33,634

Net Income

$80,941

Net Assets

$1,283,943

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$7,918	6.9%
Dividends	$44,109	38.5%
Sales of Assets	$69,089	60.3%
Other Income	-$6,541

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$0
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,284,797
Total Liabilities	$854
Net Assets	$1,283,943

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2013

Revenue

$246,593

Expenses

$134,015

Net Income

$112,578

Net Assets

$1,203,002

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$8,065	3.3%
Dividends	$36,077	14.6%
Sales of Assets	$152,903	62.0%
Other Income	$49,548	20.1%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$101,000	75.4%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,203,002
Total Liabilities	$0
Net Assets	$1,203,002

Compensation

Key Employees and Officers	Compensation	Other
Clay Patrick Bedford Jr (Trustee And President)	$0	$0
Peter Benjamin Bedford (Trustee)	$0	$0
Steven Bedford (Trustee)	$0	$0

990-PF

Filed on Nov. 14, 2014

Primary tax return for a private foundation's activities, finances, and governance

View Filing

Schedules ▼

PDF XML

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2012

Revenue

$92,273

Expenses

$98,903

Net Income

-$6,630

Net Assets

$1,090,423

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$0
Interest Revenue	$6,980	7.6%
Dividends	$39,389	42.7%
Sales of Assets	$39,495	42.8%
Other Income	$6,409	6.9%

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$80,000	80.9%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,090,424
Total Liabilities	$1
Net Assets	$1,090,423

990-PF

Primary tax return for a private foundation's activities, finances, and governance

PDF

990-T

For unrelated business income from activities not substantially related to the organization's tax-exempt purpose

PDF

Fiscal Year Ending Dec.
2011

Revenue

$102,071

Expenses

$127,547

Net Income

-$25,476

Net Assets

$1,097,054

Notable Sources of Revenue		Percent of Total Revenue
Contributions Received	$3,291	3.2%
Interest Revenue	$5,182	5.1%
Dividends	$34,861	34.2%
Sales of Assets	$64,569	63.3%
Other Income	-$5,832

Notable Expenses		Percent of Total Expenses
Charitable Disbursements	$102,254	80.2%
Compensation of Officers*	$0
* Officer compensation may be included in charitable disbursements, so Percent of Total Expenses may add up to greater than 100%.

Assets/Debt
Total Assets	$1,097,054
Total Liabilities	$0
Net Assets	$1,097,054

990-PF

Primary tax return for a private foundation's activities, finances, and governance

Primary tax return for a private foundation's activities, finances, and governance

PDF

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Bedford Family Charitable Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $211k (2023)

Expenses $132k (2023)

Total Assets $1.3M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Document Links

990-PF

990-T

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990-PF

Compensation

Document Links

Revenue

$211k (2023)

Expenses

$132k (2023)

Total Assets

$1.3M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2003

Fiscal Year Ending Dec.
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Fiscal Year Ending Dec.
2001