2024-09-11T11:26:52-05:00 2023-12-31 832773081 BYCCPA LLC 2139 SILAS DEANE HIGHWAY SUITE 212 ROCKY HILL CT 06067 990PF 2023-01-01 223151333 BRISTOL ROTARY SCHOLARSHIP FUND INC BRIS 8602833614 123 FARMINGTON AVENUE 111 BRISTOL CT 06010 DAVE RACKLIFFE TREASURER 8602833614 2024-09-09 1 1 PHILIP TETREAULT CPA P01233554 8602573900 X 2023 2024-08-08 14:25:15Z X 5509926 X 3000 X 226745 226745 226745 -41300 701160 0 0 188445 226745 226745 0 0 0 0 5250 0 0 5250 41630 32945 0 8685 1127 1127 0 0 1176 0 0 1176 3994 0 0 3994 9 0 0 9 3570 0 0 3570 56756 34072 0 22684 260500 260500 317256 34072 0 283184 -128811 192673 226745 77992 87406 87406 2113705 2041010 2818531 2880667 2811662 2603989 5072364 4940078 5509926 0 0 X 0 0 0 0 5072364 4940078 5072364 4940078 5072364 4940078 5072364 -128811 0 4943553 3475 4940078 PARAMOUNT GLOBAL P 2022-10-18 2023-07-07 14325 16939 -2614 -2614 SANDOZ GROUP P 2022-10-18 2023-10-04 11 8 3 3 STANLEY BLACK & DECKER P 2022-10-18 2023-07-07 22263 18935 3328 3328 US TSY NOTE P 2023-07-17 2023-07-25 199875 200868 -993 -993 WALGREENS P 2022-10-18 2023-04-12 44737 52212 -7475 -7475 3M CO P 2022-10-18 2023-07-07 4208 4974 -766 -766 CHEVRON P 2020-07-23 2023-04-13 14866 7879 6987 6987 COMCAST P 2022-01-12 2023-01-18 79767 103485 -23718 -23718 JABIL CIRCUIT P 2018-10-03 2023-04-13 24993 8166 16827 16827 NORDSTROM P 2021-07-14 2023-04-13 63980 100406 -36426 -36426 ORACLE P 2020-10-06 2023-07-07 105359 55014 50345 50345 PARAMOUNT GLOBAL P 2021-07-14 2023-07-07 20578 53479 -32901 -32901 STANLEY BLACK & DECKER P 2022-01-11 2023-07-07 26426 54855 -28429 -28429 3M CO P 2022-04-14 2023-07-07 29752 45280 -15528 -15528 WISDOMTREE P 2010-10-25 2023-04-13 50020 19960 30060 30060 -41300 -8517 2678 0 2678 0 2678 3560 0 0 0 3560 11 871 871 0 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 1 0 0 0 1 BRISTOLROTARYCLUB.ORG DAVID RACKLIFFE 8602833614 123 FARMINGTON AVENUE BRISTOL CT 06010 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 DAVID RACKLIFFE 730 LAKE AVENUE BRISTOL CT 06010 TREASURER 2.00 0 0 0 MARK MACGREGOR 91 DAISY CIRCLE BRISTOL CT 06010 SECRETARY 2.00 0 0 0 MARIO GIOVANNUCCI 33 BOULDER DRIVE BRISTOL CT 06010 PRESIDENT 2.00 0 0 0 NONE 0 NONE 0 THE FOUNDATION PROMOTES COLLEGE EDUCATION BY AWARDING SCHOLARSHIPS TO LOCAL RESIDENTS. DURING 2023, THE FOUNDATION AWARDED 38 SCHOLARSHIPS TOTALLING $291,000. DURING 2023, FOUR SCHOLARSHIPS TOTALING $30,500 WERE RETURNED. 283184 0 5233219 82699 0 5315918 0 0 5315918 79739 5236179 261809 X 283184 0 283184 0 0 0 227303 240965 295492 295093 1058853 0 0 0 0 0 0 0 1058853 0 0 0 0 0 0 227303 831550 240965 295492 295093 X 226745 219390 56428 0 502563 192733 186482 47964 0 427179 283184 328707 295093 295492 1202476 0 0 0 0 0 283184 328707 295093 295492 1202476 5509926 5121910 6289217 5578256 22499309 0 0 0 3000 2000 300475 2000 307475 0 226745 214068 206733 224391 871937 BRISTOL ROTARY SCHOLARSHIP FOUNDATI 123 FARMINGTON AVENUE SUITE 111 BRISTOL CT 06010 8602833164 NAME, ADDRESS, HIGH SCHOOL DATA, POST SECONDARY DATA, ESSAY, WORK EXPERIENCE, ACTIVITIES, AWARDS AND HONORS. ANNUALLY BY MARCH 1 GEOGRAPHICALLY; BRISTOL, BURLINGTON, PLAINVILLE, PLYMOUTH, SOUTHINGTON & TERRYVILLE ABIGAIL MOYLES 37 HICKORY STREET TERRYVILLE CT 06786 N/A SCHOLARSHIP 8000 ADRIANNA DELL'AERA 25 LAIRD DRIVE BRISTOL CT 06010 N/A SCHOLARSHIP 8000 ALEXANDRA CARABETTA 107 LITTLE FAWN ROAD SOUTHINGTON CT 06489 N/A SCHOLARSHIP 8000 AMBER CHAMPAGNE 253 MORNINGSIDE DRIVE EAST BRISTOL CT 06010 N/A SCHOLARSHIP 8000 ASHLEE LEWANDOSKI 76 BELLEVUE AVENUE BRISTOL CT 06010 N/A SCHOLARSHIP 8000 BECKETT HENNESSEY 500 MATTHEWS STREET BRISTOL CT 06010 N/A SCHOLARSHIP 8000 BROOKE KVEDAR 110 WILDCAT ROAD BURLINGTON CT 06013 N/A SCHOLARSHIP 8000 CHRISTOPHER OSUCH 174 CROWN STREET BRISTOL CT 06010 N/A SCHOLARSHIP 8000 DANIEL SOZANKSI 30 CLEVELAND MEM DR PLAINVILLE CT 06062 N/A SCHOLARSHIP 8000 DOUGLAS SATO 69 LESLIE CT BRISTOL CT 06010 N/A SCHOLARSHIP 8000 DREW DAUPHINEE 119 GROVE STREET BRISTOL CT 06010 N/A SCHOLARSHIP 8000 EMMA ANGELILLO 172 WEST PINES DRIVE PLANTSVILLE CT 06489 N/A SCHOLARSHIP 8000 EMMA RODJENSKI 25 FAIRWAY VIEW DR BRISTOL CT 06010 N/A SCHOLARSHIP 8000 GABRIELLA BUONAFEDE 55 RIDGECREST LANE BRISTOL CT 06010 N/A SCHOLARSHIP 8000 GABRIELLA WATSON 54 LAKEWOOD CIRCLE BRISTOL CT 06010 N/A SCHOLARSHIP 8000 GARRET MILLETTE 35 WOODSIDE LANE PLAINVILLE CT 06062 N/A SCHOLARSHIP 8000 GRAYSON BORLA 112 BISHOP AVENUE SOUTHINGTON CT 06489 N/A SCHOLARSHIP 8000 HANNAH KRUEGER 437 MATTHEWS STREET BRISTOL CT 06010 N/A SCHOLARSHIP 8000 HAYDEN MICHELE 144 BRENTWOOD DRIVE BRISTOL CT 06010 N/A SCHOLARSHIP 8000 ISABELLA RUBIO 18 LOOMIS LANE BRISTOL CT 06010 N/A SCHOLARSHIP 8000 JANICE GAO 318 OAKLAND STREET BRISTOL CT 06010 N/A SCHOLARSHIP 8000 JULIA ZANIEWSKI 26 HOYE STREET TERRYVILLE CT 06786 N/A SCHOLARSHIP 8000 KASSANDRA MCCARTHY 10 CRESCENT STREET TERRYVILLE CT 06786 N/A SCHOLARSHIP 8000 KRISTA CHRISTMAS 25 TROUT BROOK ROAD BRISTOL CT 06010 N/A SCHOLARSHIP 8000 LAUREN APARO 1325 FARMINGTON AVENUE BRISTOL CT 06010 N/A SCHOLARSHIP 8000 MADELEINE ROSS 68 MCINTOSH DRIVE BRISTOL CT 06010 N/A SCHOLARSHIP 8000 MEGAN CREAN 41 FROST STREET PLANTSVILLE CT 06479 N/A SCHOLARSHIP 8000 NOELLE BRUCE 53 STONECREST DRIVE BRISTOL CT 06010 N/A SCHOLARSHIP 8000 REBECCA BENDER 120 BUCKLAND LANE BRISTOL CT 06010 N/A SCHOLARSHIP 8000 ALISON WISZ 3 TYLER FARMS ROAD PLAINVILLE CT 06062 N/A SCHOLARSHIP 8000 ALEXIS OSOWIECKI 212 EAST CHIPPENS HILL ROAD BURLINGTON CT 06013 N/A SCHOLARSHIP 8000 EVAN PRINCE 48 STRAWBERRY HILL RD BRISTOL CT 06010 N/A SCHOLARSHIP 8000 MAGGIE BLANCHARD 192 HART STREET SOUTHINGTON CT 06489 N/A SCHOLARSHIP 8000 TAYLOR BERUBE 44 HANNAH STREET BRISTOL CT 06010 N/A SCHOLARSHIP 8000 TERESA STRASSER 200 BROAD STREET PLAINVILLE CT 06062 N/A SCHOLARSHIP 8000 MAX FARREN 28 MOUNTAIN SPRING ROAD BURLINGTON CT 06013 N/A SCHOLARSHIP 8000 COLIN CAVALIARI 123 FARMINGTON AVENUE BRISTOL CT 06010 N/A SCHOLARSHIP 2000 ANGELA AVILA 123 FARMINGTON AVENUE BRISTOL CT 06010 N/A SCHOLARSHIP 1000 SCHOLARSHIPS RETURNED 123 FARMINGTON AVENUE BRISTOL CT 06010 N/A SCHOLARSHIP -30500 260500 0 226745 -41300 0 0 185445 185445 4 INVESTMENT INCOME PROVIDES FUNDING FOR SCHOLARSHIPS 8 CAPITAL GAINS PROVIDE FUNDING FOR SCHOLARSHIPS 0 0 0 0 0 0 0 0 0 0 ACCOUNTING FEES 5250 0 0 5250 MORGAN STANLEY 2811662 2603989 MORGAN STANLEY 2041010 2818531 FEDERAL INCOME TAX PAYMENTS 3475 INSURANCE 3290 0 0 3290 BANK FEES AND PO BOX RENTAL 280 0 0 280 INVESTMENT MANAGEMENT FEES 32945 32945 0 0 SCHOLARSHIP ADVISORY FEES 8685 0 0 8685 FOREIGN TAXES PAID ON INVESTMENTS 1127 1127 0 0