Nonprofit · EIN 65-6164872
EDWARD T BEDFORD FOUNDATION IMA
Also known as E T BEDFORD DAVIE
Tax-exempt · STUART, FL 34996
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-PF | $1,395,524 | $1,130,508 | $265,016 | $12,705,328 | $0 | $12,705,328 |
| December 31, 2023 | 990-PF | $605,650 | $1,122,150 | -$516,500 | $12,440,312 | $0 | $12,440,312 |
Financial details: 990-PF for the year ended December 31, 2024
Revenue
- Dividends
- $361,134
- Net gain from sales of assets
- $930,680
- Other income
- $103,710
Expenses
- Grants and similar amounts paid
- $762,300
- Compensation of officers, directors and key employees
- $132,365
- Salaries, compensation and benefits (total)
- $50,000
- Disbursements for charitable purposes
- $816,096
- Excise tax on investment income
- $16,329
Balance sheet and other
- Total assets, start of year
- $12,440,312
- Total assets, end of year
- $12,705,328
- Total liabilities, end of year
- $0
- Net assets, end of year
- $12,705,328
- Fair market value of assets
- $18,328,612
- Qualifying distributions
- $816,096
- Net investment income
- $1,413,034
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD L FICK ESQ C/O BESSEMER TRUST 1002 SE MONTEREY, COMMONS BLVD STE 101, STUART, FL 34996 | INDIVIDUAL TRUSTEE | 10 | $70,000 |
| BESSEMER TRUST COMPANY OF FLORIDA 1002 SE MONTEREY COMMONS BLVD STE, 101, STUART, FL 34996 | CORPORATE TRUSTEE | 10 | $62,365 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RONALD L FICK ESQ C/O BESSEMER TRUST 222 ROYAL PALM, WAY, PALM BEACH, FL 33480 | INDIVIDUAL TRUSTEE | 10 | $70,000 |
| BESSEMER TRUST COMPANY OF FLORIDA 222 ROYAL PALM WAY, PALM BEACH, FL 33480 | CORPORATE TRUSTEE | 10 | $57,939 |
Address and contacts
- Address (IRS master file)
- 1002 SE MONTEREY COMMNS BLD 101, STUART, FL 34996-3357
- In care of
- % BESSEMER TRUST COMPANY OF FLORIDA
- Signed the 990-PF
- RONALD L FICK ESQ, TRUSTEE
- Phone
- (561) 655-4030
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 65-6164872
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 1995
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $12,705,328
- Income (IRS master file)
- $1,412,470
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2024 | $1,395,524 | $1,130,508 | $12,705,328 | IRS |
| 990-T | December 2024 | – | – | – | IRS |
| 990-PF | December 2023 | $605,650 | $1,122,150 | $12,440,312 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-T | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-T | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
| 990-T | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 65-6164872).
Questions about EDWARD T BEDFORD FOUNDATION IMA
- What is the EIN of EDWARD T BEDFORD FOUNDATION IMA?
- The employer identification number (EIN) of EDWARD T BEDFORD FOUNDATION IMA is 65-6164872.
- Is EDWARD T BEDFORD FOUNDATION IMA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1995.
- Are donations to EDWARD T BEDFORD FOUNDATION IMA tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does EDWARD T BEDFORD FOUNDATION IMA file?
- Form 990-PF. Private foundations file every year.
- When is the next return of EDWARD T BEDFORD FOUNDATION IMA due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EDWARD T BEDFORD FOUNDATION IMA last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2024.
- Who are the officers and directors of EDWARD T BEDFORD FOUNDATION IMA?
- The 990-PF for the year ended December 31, 2024 lists 2 people; 2 received compensation from the organization, the highest $70,000 (RONALD L FICK ESQ, INDIVIDUAL TRUSTEE).
- How much revenue does EDWARD T BEDFORD FOUNDATION IMA have?
- On its 990-PF for the year ended December 31, 2024 it reported revenue of $1,395,524, expenses of $1,130,508 and total assets of $12,705,328 at year end.
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All nonprofits in STUART · Florida · Philanthropy, voluntarism and grantmaking foundations