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Nonprofiteer
← THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION

Form 990 for tax year 2023

Filed by THE BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION.

Totals

Total revenue
$200,928
Total expenses
$146,274
Contributions and grants received
$94,323
Grants paid
$133,241
Program service revenue
$0
Investment income
$6,896
Other revenue
$99,709
Total assets, end of year
$378,472
Total liabilities, end of year
$24,500
Net assets or fund balances, end of year
$353,972
Program services expenses (Part IX)
$136,765
Management and general expenses
$9,509
Fundraising expenses
$0
Program service expenses (Part III)
$136,765

Program services were 93.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1c · Fundraising events

    $44,417

  • 1f · All other contributions, gifts and grants

    $49,906

  • 3 · Investment income

    total $6,896 · unrelated business $6,896

  • 8a · Fundraising events: gross income

    $144,126

  • 8a · Fundraising events: contributions included on line 1c

    $44,417

  • 8b · Fundraising events: direct expenses

    $44,417

  • 8c · Net income from fundraising events

    total $99,709 · excluded $99,709

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $96,241 · program services $96,241

  • 2 · Grants to domestic individuals

    total $24,500 · program services $24,500

  • 3 · Grants to foreign organizations and individuals

    total $12,500 · program services $12,500

  • 11c · Fees: accounting

    total $3,800 · management and general $3,800

  • 11g · Fees: other

    total $5,709 · management and general $5,709

  • 24a · Other expenses: DIRECT PROGRAM EXPENSES

    total $3,524 · program services $3,524

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $367,819 · end of year $171,625

  • 2 · Savings and temporary cash investments

    end of year $206,847

  • 25 · Other liabilities

    beginning of year $68,500 · end of year $24,500

  • 29 · Capital stock, trust principal or current funds

    beginning of year $299,319 · end of year $353,972

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $0 · end of year $0

Mission and programs · 2023

Mission

TO PERFORM AND SUPPORT CHARITABLE ACTIVITIES PROMOTING WELFARE IN THE BRENTWOOD, TENNESSEE AREA AND INTERNATIONALLY.

  • PANCAKE DAY PROCEEDS AND MEMBER FOUNDATION DRIVE BENEFITTING LOCAL AREA SCHOOLS AND SCHOLARSHIP RECIPIENTS AND OTHER LOCAL CHARITABLE ORGANIZATIONS.

    Expenses $28,023 · Grants $24,500 · Revenue $35,777

  • BRENTWOOD ROTARY GOLF CLASSIC BENEFITTING LOCAL CHARITIES AND OTHER ROTARY PARTNERS.

    Expenses $96,242 · Grants $96,242 · Revenue $99,709

  • DONATIONS TO THE CHOLUTECA, HONDURAS ROTARY CLUB FOR THEIR PROSTHESES PROJECT. THE DONATIONS PROVIDE PARTS AND SERVICES TO HONDURANS NEEDING PROSTHETIC ARMS AND LEGS.

    Expenses $12,500 · Grants $12,500 · Revenue $12,500

As filed on the 2023 return.

Listed in Part VII

  • Michael Kaplan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Steve Huff

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shelia Cleveland

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • John Helm

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Warren Bryant

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Linas Sudzius

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Leigh Williams

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Tom Carr

    PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Stephen Passen

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • Jane Covington

    IMMEDIATE PAST PRESIDENT

    Total calculated
    $0
    Hours/week
    3

  • Drew Rodgers

    CHAIR

    Total calculated
    $0
    Hours/week
    3

  • Steve Hammers

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
3 November 2025
IRS schema version
2023v6.0
Source object
202503079349302010

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