2024-05-14T16:12:02-05:00 2023-06-30 111986323 MARCUM LLP 53 STATE STREET BOSTON MA 02109 990EZ 2022-07-01 043002998 BEDFORD ROTARY FOUNDATION INC BEDF 6178075120 PO BOX 414 BEDFORD MA 01730 JOEL H BERENSON TREASURER 6178075120 2024-05-13 1 JOEL BERENSON 999009999 0 STEPHEN GILMAN P00852065 6178075000 2024-05-06 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X N/A X X 103113 X 70506 17430 15177 8562 6615 94551 30398 58003 22 1259 89682 4869 273708 18393 296970 X 274668 297970 274668 297970 960 1000 273708 296970 X SUPPORT OF COMMUNITY AND INTERNATIONAL PHILANTHROPIC ACTIVITIES. SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS RESIDING IN BEDFORD, MA 6500 0 PROVIDING FUNDING FOR FOOD FOR NEEDY FAMILIES VIA RISE AGAINST HUNGER 6453 0 FUNDING TO THE ROTARY FOUNDATION TO PROMOTE PEACE AND GOODWILL 4550 X 0 VARIOUS MINOR PROGRAMS 9895 0 0 PAULA GILARDE PRESIDENT 2.00 0 0 0 JOEL H BERENSON TREASURER 2.00 0 0 0 PAULA GILARDE SECRETARY 1.00 0 0 0 DAWN KOCIUBES VICE PRESIDENT 1.00 0 0 0 THOMAS PINNEY TRUSTEE 1.00 0 0 0 DIANA JARVIS TRUSTEE 1.00 0 0 0 TRACY CLAUDIO TRUSTEE 1.00 0 0 0 X 0 0 0 0 0 0 0 0 0 0 0 0 0 0 MA JOEL BERENSON TREASURER 28 GLENRIDGE DRIVE BEDFORD MA 01730 6178075120 0 0 0 0 0 0 0 0 0 0 NONE NONE 1 X 25951 10706 16191 26893 70506 150247 21581 19446 13976 2250 15177 72430 47532 30152 30167 29143 85683 222677 0 0 0 222677 17847 9128 20375 34044 17430 98824 17847 9128 20375 34044 17430 98824 65379 39280 50542 63187 103113 321501 0.69260 0.65470 0.30740 0.34530 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED WINTER COMMUNITY BREAKFAST 12636 12636 1693 1604 250 4016 BEDFORD DAY 2541 2541 161 838 15177 15177 1693 1765 250 4854 8562 6615 FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME DESCRIPTION: INVESTMENT INCOME. AMOUNT: 17,430. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: SCHOLARSHIPS. GRANTEE NAME: VARIOUS HIGH SCHOOL GRADUATES ETC. GRANTEE ADDRESS: 9 MUDGE WAY BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 6,500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CHARITABLE FOUNDATION. GRANTEE NAME: ROTARY FOUNDATION. GRANTEE ADDRESS: 14280 COLLECTIONS CENTER DRIVE CHICAGO, IL 60693. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: VARIOUS. AMOUNT GIVEN: 4,550. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: ROTARY DISTRICT 7910 RYLA. GRANTEE ADDRESS: 374 LITTLETON ROAD CHELMSFORD, MA 01824. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/20/23. AMOUNT GIVEN: 3,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BEDFORD HIGH SCHOOL THEATER CLUB. GRANTEE ADDRESS: 9 MUDGE WAY BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 03/08/23. AMOUNT GIVEN: 75. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BEDFORD POLICE DEPARTMENT. GRANTEE ADDRESS: 2 MUDGE WAY BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 09/22/22. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: SLEEP IN HEAVENLY PEACE. GRANTEE ADDRESS: PO BOX 701 LITTLETON, MA 01460. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/11/23. AMOUNT GIVEN: 1,250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: ROTARY DISTRICT 7910 (UKRAINE RELIEF FUND). GRANTEE ADDRESS: 192 BRIDLE CROSS ROAD FITCHBURG, MA 01420. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/11/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: GIRLS INC.. GRANTEE ADDRESS: 220 WORTHEN STREET LOWELL, MA 01852. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 12/19/22. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BEDFORD HIGH SCHOOL ALL NIGHT GRADUATION. GRANTEE ADDRESS: 9 MUDGE WAY BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/18/23. AMOUNT GIVEN: 560. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BEDFORD CREATIVITY. GRANTEE ADDRESS: 2 MIDDLESEX ROAD BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/18/23. AMOUNT GIVEN: 1,200. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BOY SCOUTS OF AMERICA TROOP 194. GRANTEE ADDRESS: 14 TEMPLE TERRACE BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/11/23. AMOUNT GIVEN: 300. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: CLUB FOOT SOCIETY OF KENYA. GRANTEE ADDRESS: P.O. BOX 57709-00200 NAIROBI, KENYA 00100. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 02/27/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: RISE AGAINST HUNGER. GRANTEE ADDRESS: PO BOX 85 MARLBORO, MA 01752. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 05/03/23. AMOUNT GIVEN: 6,453. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BEDFORD EMBRACES DIVERSITY. GRANTEE ADDRESS: 12 MUDGE WAY BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 01/11/23. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BEDFORD YOUTH AND FAMILY SERVICES. GRANTEE ADDRESS: 12 MUDGE WAY BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: GIFT CARDS AND BACKPACKS. DATE OF GIFT: 09/16/22. AMOUNT GIVEN: 560. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BEDFORD YOUTH AND FAMILY SERVICES. GRANTEE ADDRESS: 12 MUDGE WAY BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: GIFT CARDS . DATE OF GIFT: 09/29/22. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BEDFORD HIGH SCHOOL INTERACT CLUB. GRANTEE ADDRESS: 9 MUDGE WAY BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 11/09/22. AMOUNT GIVEN: 200. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: ST. PAUL'S EPISCOPAL CHURCH. GRANTEE ADDRESS: 100 PINE HILL ROAD BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 04/04/23. AMOUNT GIVEN: 500. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: PARENTS DIVERSITY COUNCIL. GRANTEE ADDRESS: 12 MUDGE WAY BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/09/23. AMOUNT GIVEN: 250. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: FIRST CHURCH OF CHRIST CONGREGATIONAL UCC. GRANTEE ADDRESS: 25 GREAT ROAD BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/09/23. AMOUNT GIVEN: 1,000. FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID ACTIVITY CLASSIFICATION: CONTRIBUTION. GRANTEE NAME: BEDFORD YOUTH AND FAMILY SERVICES. GRANTEE ADDRESS: 12 MUDGE WAY BEDFORD, MA 01730. GRANTEE RELATIONSHIP: NONE. PROPERTY DESCRIPTION: CASH. DATE OF GIFT: 06/30/23. AMOUNT GIVEN: 1,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 30,398. FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK CHARGES. AMOUNT: 120. DESCRIPTION: ANNUAL REPORT & FORM PC. AMOUNT: 54. DESCRIPTION: PROGRAM EXPENSES. AMOUNT: 1,085. TOTAL TO FORM 990-EZ, LINE 16: 1,259. FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS DESCRIPTION: UNREALIZED GAIN/LOSS ON SECURITIES. AMOUNT: 18,393. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: CONTRIBUTIONS PAYABLE. BEG. OF YEAR AMOUNT: 960. END OF YEAR AMOUNT: 1,000. THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.