BETHLEHEM ROTARY FOUNDATION: Form 990EZ, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- BETHLEHEM ROTARY FOUNDATION (EIN 01-0809432)
- Tax period
- 2020-01-01 to 2020-12-31
- Filed
- 2021-11-10
- IRS object ID
- 202133149349201653
- Schema version
- 2020v4.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2021-11-10T09:35:27-06:00 | ReturnTs |
| Tax Period End | 2020-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232426656 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BUCKNO LISICKY & COMPANY PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 645 HAMILTON ST SUITE 204 | AddressLine1Txt |
| City | ALLENTOWN | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18101 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2020-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010809432 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BETHLEHEM ROTARY FOUNDATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BETH | BusinessNameControlTxt |
| Phone | 6108670509 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3262 REGAL ROAD | AddressLine1Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18020 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GERRY FORAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6106910113 | PhoneNum |
| Signature | 2021-11-09 | SignatureDt |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | GERRY | PersonFirstNm |
| Person Last | FORAN | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | XXX-XX-XXXX | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CHRIS BETLEY | PreparerPersonNm |
| PTIN | P02294249 | PTIN |
| Phone | 6108218580 | PhoneNum |
| Preparation | 2021-11-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Website Address | N/A | WebsiteAddressTxt |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Gross Receipts | $32,595 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $28,112 | ContributionsGiftsGrantsEtcAmt |
| Investment Income | $4,483 | InvestmentIncomeAmt |
| Special Events Direct Expenses | $840 | SpecialEventsDirectExpensesAmt |
| Special Events Net Income Loss | -$840 | SpecialEventsNetIncomeLossAmt |
| Total Revenue | $31,755 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $24,175 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $3,126 | OtherExpensesTotalAmt |
| Total Expenses | $27,301 | TotalExpensesAmt |
| Excess Or Deficit For Year | $4,454 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $190,233 | NetAssetsOrFundBalancesBOYAmt |
| Other Changes In Net Assets | $20,113 | OtherChangesInNetAssetsAmt |
| Net Assets Or Fund Balances EOY | $214,800 | NetAssetsOrFundBalancesEOYAmt |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,233 | BOYAmt |
| EOY | $214,800 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,233 | BOYAmt |
| EOY | $214,800 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $190,233 | BOYAmt |
| EOY | $214,800 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Primary Exempt Purpose | SUPPORT LOCAL COMMUNITY PROJECTS | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| GRANT FOR PROGRAM SUPPORT PROVIDED BY BRIDGES FOUNDATION | ||
| GRANT TO SUPPORT COMMUNITY ACTIVITIES AND PROGRAMS PROVIDED BY THE BOYS AND GIRLS CLUB | ||
| SUPPORT OF VARIOUS COMMUNITY ORGANIZATIONS AND THEIR PROJECTS | $24,175 | $24,275 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $24,275 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (11 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt |
|---|---|---|
| MARY ESPOSITO | ||
| BOARD MEMBER | 1.00 | $0 |
| GERRY FORAN | ||
| PRESIDENT | 1.00 | $0 |
| THEA LIND | ||
| BOARD MEMBER | 1.00 | $0 |
| PETE MICKOLAY | ||
| BOARD MEMBER | 1.00 | $0 |
| MARIA NATHANS | ||
| BAORD MEMBER | 1.00 | $0 |
| WILLIAM RATHBONE | ||
| BOARD MEMBER | 1.00 | $0 |
| MARK REED | ||
| BOARD MEMBER | 1.00 | $0 |
| JACK STANDBRIDGE | ||
| TREASURER | 1.00 | $0 |
| CONNIE VASILIADIS | ||
| BOARD MEMBER | 1.00 | $0 |
| MARK REED | ||
| BOARD MEMBER | 1.00 | $0 |
| KERRY WROBEL | ||
| BOARD MEMBER | 1.00 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Form1120 Pol Filed | false | Form1120PolFiledInd |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACK STANDBRIDGE | BusinessNameLine1Txt |
| Business Name Line2 | JACK STANDBRIDGE | BusinessNameLine2Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11 W 2ND STREET | AddressLine1Txt |
| Address Line2 | 11 W 2ND STREET | AddressLine2Txt |
| City | BETHLEHEM | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 18015 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4127369091 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Foreign Office | false | ForeignOfficeInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| School Operating | false | SchoolOperatingInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
| Filed Schedule A | Yes (true) | FiledScheduleAInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $7,291 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,376 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,780 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,112 | CurrentTaxYearAmt |
| Total | $44,059 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $85,527 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $68,902 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $57,407 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $58,944 | CurrentTaxYearMinus1YearAmt |
| Total | $270,780 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $92,818 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $69,402 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,783 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $63,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $28,112 | CurrentTaxYearAmt |
| Total | $314,839 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $314,839 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,483 | CurrentTaxYearAmt |
| Total | $44,387 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,733 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $6,810 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $13,582 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $15,779 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,483 | CurrentTaxYearAmt |
| Total | $44,387 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $96,551 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $76,212 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,365 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $79,503 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $32,595 | CurrentTaxYearAmt |
| Total | $359,226 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.87640 | PublicSupportCY509Pct |
| Public Support PY509 | 0.89380 | PublicSupportPY509Pct |
| Investment Income CY | 0.12000 | InvestmentIncomeCYPct |
| Investment Income PY | 0.11000 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SUPPLEMENTAL INFORMATION | FormAndLineReferenceDesc |
| Explanation | N/A | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | TASTES & TUNES | Event1Nm |
| Gross Receipts Event1 | $24,517 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $24,517 | CharitableContriEvent1Amt |
| Other Direct Expenses Event1 | $840 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $24,517 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $24,517 | CharitableContributionsTotAmt |
| Oth Direct Expnss Total Events | $840 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $840 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$840 | NetIncomeSummaryAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (4 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990-EZ, PART I, LINE 10 | NAME: VARIOUS ORGANIZATIONS CASH CONTRIBUTION: 24,175 |
| FORM 990-EZ, PART I, LINE 16 | EXPENSES PA ANNUAL FILING FEE 100 RAGAS FLIERS 2,761 MISCELLANEOUS 265 TOTAL 3,126 |
| FORM 990-EZ, PART I, LINE 20 | UNREALIZED GAINS ON INVESTMENTS 20,113 |
| FORM 990-EZ, PART III, LINE 31 | SUPPORT OF VARIOUS COMMUNITY ORGANIZATIONS AND THEIR PROJECTS |
Compensation Explanation CompensationExplanation
Compensation Explanation CompensationExplanationGrp (11 entries)
| MARY ESPOSITO |
| GERRY FORAN |
| THEA LIND |
| PETE MICKOLAY |
| MARIA NATHANS |
| WILLIAM RATHBONE |
| MARK REED |
| JACK STANDBRIDGE |
| CONNIE VASILIADIS |
| MARK REED |
| KERRY WROBEL |
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