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Nonprofit · EIN 04-3002998

BEDFORD ROTARY FOUNDATION INC

Tax-exempt · BEDFORD, MA 01730

Financials

$95K$90K2022$29K$36K2023$61K$46K2024
Revenue Expenses · by fiscal year end
Financials of BEDFORD ROTARY FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-EZ$61,172$45,863$15,309$362,637$3,000$359,637
June 30, 2024990-EZ$28,632$35,908-$7,276$335,027$0$335,027
June 30, 2023990-EZ$94,551$89,682$4,869$297,970$1,000$296,970
Financial details: 990-EZ for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$18,924
Investment income
$22,674
Net gain from sales of assets
$12,468
Net income from fundraising events
$7,106

Expenses

Grants and similar amounts paid
$44,120
Compensation of officers, directors and key employees
$0
Occupancy
$615
Other expenses
$1,128

Balance sheet and other

Total assets, start of year
$335,027
Total assets, end of year
$362,637
Total liabilities, end of year
$3,000
Net assets, end of year
$359,637
Cash, savings and investments
$362,637
Gross receipts
$131,315

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-EZ for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
AL ROSCOEPRESIDENT2$0
JOEL H BERENSONTREASURER2$0
PAULA GILARDESECRETARY1$0
THOMAS PINNEYVICE PRESIDENT1$0
KAREN SUNTRUSTEE1$0
JUDI BABCOCKTRUSTEE1$0
ROBERT CASSIDYTREASURER1$0
VICTOR TOMTRUSTEE1$0
990-EZ for the year ended June 30, 2024: 8 people
NameTitleHours / weekCompensation
DAWN KOCIUBESPRESIDENT2$0
JOEL H BERENSONTREASURER2$0
DAWN KOCIUBESSECRETARY1$0
JUDI BABCOCKTRUSTEE1$0
KAREN SUNTRUSTEE1$0
AL ROSCOETRUSTEE1$0
LITA VERRIERTREASURER1$0
DIANE HUGHESTRUSTEE1$0
990-EZ for the year ended June 30, 2023: 7 people
NameTitleHours / weekCompensation
PAULA GILARDEPRESIDENT2$0
JOEL H BERENSONTREASURER2$0
PAULA GILARDESECRETARY1$0
DAWN KOCIUBESVICE PRESIDENT1$0
THOMAS PINNEYTRUSTEE1$0
DIANA JARVISTRUSTEE1$0
TRACY CLAUDIOTRUSTEE1$0

Address and contacts

Address (IRS master file)
PO BOX 414, BEDFORD, MA 01730-0414
In care of
% CARLTON & DURAN CPAS PC
Signed the 990-EZ
JOEL H BERENSON, TREASURER
Phone
(617) 807-5120
Return prepared by
CBIZ ADVISORS LLC

Mission

SUPPORT OF COMMUNITY AND INTERNATIONAL PHILANTHROPIC ACTIVITIES.

990-EZ for the year ended June 30, 2025

Program accomplishments

  • PROVIDING FUNDING FOR MEALS PACKAGING FOR THE NEEDY
    grants $14,000
  • SCHOLARSHIPS TO GRADUATING HIGH SCHOOL SENIORS RESIDING IN BEDFORD, MA
    grants $6,500
  • PROVIDING FUNDING FOR LANE ELEMENTARY SCHOOL SCIENCE CENTER
    grants $5,000
  • VARIOUS MINOR PROGRAMS
    grants $18,620

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-EZ on file
2023June 30, 2024November 15, 2024990-EZ on file

File the 2025 990-EZ for BEDFORD ROTARY FOUNDATION INC

Due November 16, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
04-3002998
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (509(a)(2))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
1999
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$362,637
Income (IRS master file)
$131,315

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZJune 2025$61,172$45,863$362,637IRS
990-EZJune 2024$28,632$35,908$335,027IRS
990-EZJune 2023$94,551$89,682$297,970XML
990-EZJune 2022–––IRS
990-EZJune 2021–––IRS
990-EZJune 2020–––IRS
990-EZJune 2018–––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 04-3002998).

Questions about BEDFORD ROTARY FOUNDATION INC

What is the EIN of BEDFORD ROTARY FOUNDATION INC?
The employer identification number (EIN) of BEDFORD ROTARY FOUNDATION INC is 04-3002998.
Is BEDFORD ROTARY FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1999.
Are donations to BEDFORD ROTARY FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does BEDFORD ROTARY FOUNDATION INC file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BEDFORD ROTARY FOUNDATION INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BEDFORD ROTARY FOUNDATION INC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
Who are the officers and directors of BEDFORD ROTARY FOUNDATION INC?
The 990-EZ for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
How much revenue does BEDFORD ROTARY FOUNDATION INC have?
On its 990-EZ for the year ended June 30, 2025 it reported revenue of $61,172, expenses of $45,863 and total assets of $362,637 at year end.

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