Nonprofit · EIN 62-1654587
THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION
Tax-exempt · BRENTWOOD, TN 37024
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $187,563 | $281,115 | -$93,552 | $312,916 | $59,000 | $253,916 |
| June 30, 2024 | 990 | $200,928 | $146,274 | $54,654 | $378,472 | $24,500 | $353,972 |
| June 30, 2023 | 990 | $149,683 | $184,542 | -$34,859 | $367,819 | $68,500 | $299,319 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $91,392
- Program service revenue
- $0
- Investment income
- $7,286
- Net income from fundraising events
- $88,885
- Other revenue
- $88,885
Expenses
- Grants and similar amounts paid
- $228,359
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $228,359
- Management and general (functional)
- $5,481
- Fundraising (functional)
- $47,275
Balance sheet and other
- Total assets, start of year
- $378,472
- Total assets, end of year
- $312,916
- Total liabilities, end of year
- $59,000
- Net assets, end of year
- $253,916
- Gross unrelated business income
- $7,286
- Gross receipts
- $234,838
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- TN
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 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL KAPLAN | TRUSTEE Trustee or director | 1 | $0 |
| STEVE HUFF | TRUSTEE Trustee or director | 1 | $0 |
| LARRY FOUST | TRUSTEE Trustee or director | 1 | $0 |
| LEIGH WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| JANE COVINGTON | TRUSTEE Trustee or director | 1 | $0 |
| LAURA TROUP | TRUSTEE Trustee or director | 1 | $0 |
| JENNIFER SHEPARD | TRUSTEE Trustee or director | 1 | $0 |
| LINAS SUDZIUS | PRESIDENT Officer | 3 | $0 |
| MARIE SWINFORD | TREASURER Officer | 3 | $0 |
| DREW RODGERS | IMMEDIATE PAST PRESIDENT Officer | 3 | $0 |
| STEVE HAMMERS | CHAIR Officer | 3 | $0 |
| JENNIFER BOURNE | SECRETARY Officer | 3 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL KAPLAN | TRUSTEE Trustee or director | 1 | $0 |
| STEVE HUFF | TRUSTEE Trustee or director | 1 | $0 |
| SHELIA CLEVELAND | TRUSTEE Trustee or director | 1 | $0 |
| JOHN HELM | TRUSTEE Trustee or director | 1 | $0 |
| WARREN BRYANT | TRUSTEE Trustee or director | 1 | $0 |
| LINAS SUDZIUS | TRUSTEE Trustee or director | 1 | $0 |
| LEIGH WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| TOM CARR | PRESIDENT Officer | 3 | $0 |
| STEPHEN PASSEN | TREASURER Officer | 3 | $0 |
| JANE COVINGTON | IMMEDIATE PAST PRESIDENT Officer | 3 | $0 |
| DREW RODGERS | CHAIR Officer | 3 | $0 |
| STEVE HAMMERS | SECRETARY Officer | 3 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SIBYL BUCHANAN | TRUSTEE Trustee or director | 1 | $0 |
| BETH DORMINEY | DIRECTOR COMMUNITY SERVICE Trustee or director | 1 | $0 |
| SHELIA CLEVELAND | TRUSTEE Trustee or director | 1 | $0 |
| JOHN HELM | TRUSTEE Trustee or director | 1 | $0 |
| DALE LEWELLING | TRUSTEE Trustee or director | 1 | $0 |
| LINAS SUDZIUS | TRUSTEE Trustee or director | 1 | $0 |
| LEIGH WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| TOM CARR | PRESIDENT Officer | 3 | $0 |
| STEPHEN PASSEN | TREASURER Officer | 3 | $0 |
| BETSY CROSSLEY | IMMEDIATE PAST PRESIDENT Officer | 3 | $0 |
| JANE COVINGTON | CHAIR Officer | 3 | $0 |
| DREW RODGERS | SECRETARY Officer | 3 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 382, BRENTWOOD, TN 37024-0382
- In care of
- % G MICHAEL YOPP
- Principal officer (990 for 2024)
- LINAS SUDZIUS, 9208 MOON GLOW DR, FRANKLIN, TN 37067
- Signed the 990
- LINAS SUDZIUS, PRESIDENT
- Phone
- (615) 760-1557
- Return prepared by
- CRI ADVISORS LLC
Mission
TO PERFORM AND SUPPORT CHARITABLE ACTIVITIES PROMOTING WELFARE IN THE BRENTWOOD, TENNESSEE AREA AND INTERNATIONALLY.
Program accomplishments
- PANCAKE DAY PROCEEDS AND MEMBER FOUNDATION DRIVE BENEFITTING LOCAL AREA SCHOOLS AND SCHOLARSHIP RECIPIENTS AND OTHER LOCAL CHARITABLE ORGANIZATIONS.Expenses $60,500 · grants $60,500 · revenue $23,293
- BRENTWOOD ROTARY GOLF CLASSIC BENEFITTING LOCAL CHARITIES AND OTHER ROTARY PARTNERS.Expenses $154,064 · grants $154,064 · revenue $136,160
- UPGRADE TO PAVILLION AT GRANNY WHITE PARK, BRENTWOOD, TNExpenses $13,795 · grants $13,795 · revenue $28,110
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 62-1654587
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1996
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20Z)
- Assets (IRS master file)
- $312,916
- Income (IRS master file)
- $234,838
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $187,563 | $281,115 | $312,916 | XML |
| 990 | June 2024 | $200,928 | $146,274 | $378,472 | XML |
| 990 | June 2023 | $149,683 | $184,542 | $367,819 | XML |
| 990 | June 2022 | $786,964 | $766,752 | $400,028 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | June 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 62-1654587).
Questions about THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION
- What is the EIN of THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION?
- The employer identification number (EIN) of THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION is 62-1654587.
- Is THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION 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 THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION 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 THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 names LINAS SUDZIUS.
- Who are the officers and directors of THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION?
- The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $187,563, expenses of $281,115 and total assets of $312,916 at year end.
Other nonprofits in BRENTWOOD
- HEART OF RUTHERFORD FOUNDATION EIN 81-2392827 · last filed 990-PF for 2024
- SPEER FOUNDATION EIN 81-6922938 · last filed 990-PF for 2025
- TRACTOR SUPPLY COMPANY FOUNDATION EIN 84-3668757 · last filed 990-PF for 2025
- JACK C MASSEY FOUNDATION EIN 62-1649826 · last filed 990-PF for 2025
- IKE NIZAM FOUNDATION INC EIN 82-3743492 · last filed 990-PF for 2024
- HAVER FOUNDATION EIN 82-6126398 · last filed 990-PF for 2025
- DARYL AND MARY PENNINGTON FOUNDATION INC EIN 81-4768953 · last filed 990-PF for 2024
- SANDFORT FAMILY FOUNDATION EIN 85-3951738 · last filed 990-PF for 2025
All nonprofits in BRENTWOOD · Tennessee · Philanthropy, voluntarism and grantmaking foundations