2026-06-08T09:09:38-05:00 2025-06-30 994625061 CRI ADVISORS LLC 3011 ARMORY DRIVE SUITE 300 NASHVILLE TN 37204 990 2024-07-01 621654587 BRENTWOOD ROTARY CLUB CHARITABLE FOUNDATION BREN 6157601557 PO BOX 382 BRENTWOOD TN 37024 LINAS SUDZIUS PRESIDENT 6154765422 2026-06-07 1 0 STEPHEN C PASSEN CPA JD LLM P00356247 6156651811 2026-06-07 2024 2025-03-06 01:10:19Z LINAS SUDZIUS 9208 MOON GLOW DR FRANKLIN TN 37067 234838 0 X HTTPS://WWW.BRENTWOODROTARY.ORG/ X 1996 TN TO PERFORM AND SUPPORT CHARITABLE ACTIVITIES PROMOTING WELFARE IN THE BRENTWOOD, TENNESSEE AREA AND INTERNATIONALLY. 12 12 0 0 7286 0 94323 91392 0 0 6896 7286 99709 88885 200928 187563 133241 228359 0 0 0 0 0 0 47275 13033 52756 146274 281115 54654 -93552 378472 312916 24500 59000 353972 253916 TO PERFORM AND SUPPORT CHARITABLE ACTIVITIES PROMOTING WELFARE IN THE BRENTWOOD, TENNESSEE AREA AND INTERNATIONALLY. 0 0 60500 60500 23293 PANCAKE DAY PROCEEDS AND MEMBER FOUNDATION DRIVE BENEFITTING LOCAL AREA SCHOOLS AND SCHOLARSHIP RECIPIENTS AND OTHER LOCAL CHARITABLE ORGANIZATIONS. 154064 154064 136160 BRENTWOOD ROTARY GOLF CLASSIC BENEFITTING LOCAL CHARITIES AND OTHER ROTARY PARTNERS. 13795 13795 28110 UPGRADE TO PAVILLION AT GRANNY WHITE PARK, BRENTWOOD, TN 228359 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 TN X MARIE SWINFORD 6154798078 523 LEANNE WAY FRANKLIN TN 37069 X MICHAEL KAPLAN TRUSTEE 1.00 X 0 0 0 STEVE HUFF TRUSTEE 1.00 X 0 0 0 LARRY FOUST TRUSTEE 1.00 X 0 0 0 LEIGH WILLIAMS TRUSTEE 1.00 X 0 0 0 JANE COVINGTON TRUSTEE 1.00 X 0 0 0 LAURA TROUP TRUSTEE 1.00 X 0 0 0 JENNIFER SHEPARD TRUSTEE 1.00 X 0 0 0 LINAS SUDZIUS PRESIDENT 3.00 X 0 0 0 MARIE SWINFORD TREASURER 3.00 X 0 0 0 DREW RODGERS IMMEDIATE PAST PRESIDENT 3.00 X 0 0 0 STEVE HAMMERS CHAIR 3.00 X 0 0 0 JENNIFER BOURNE SECRETARY 3.00 X 0 0 0 0 0 0 0 0 0 0 0 75385 16007 91392 7286 7286 136160 75385 47275 88885 88885 187563 0 7286 88885 X 162859 162859 65500 65500 52756 5481 47275 281115 228359 5481 47275 171625 98783 206847 214133 378472 312916 24500 59000 24500 59000 X 353972 253916 0 0 0 0 353972 253916 378472 312916 -93552 -6504 0 X 1 X 0 1 0 X 269193 789615 190957 192403 180277 1622445 269193 789615 190957 192403 180277 1622445 0 0 0 1622445 70 6896 7286 14252 70 6896 7286 14252 269263 789615 190957 199299 187563 1636697 0.99130 0.99540 0.00870 0.00460 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 BOARD APPROVED BUT UNPAID GRANTS AND SCHOLARSHIPS 59000 59000 GOLF TOURNAMENT 136160 136160 15409 3072 23081 136160 136160 15409 3072 23081 41562 94598 1 FRANKLIN NOON ROTARY DISTRICT 6760 PO BOX 1557 FRANKLIN TN 37065 462064920 20000 0 CHARITABLE SAFE HAVEN FAMILY SHELTER 1234 3RD AVE S NASHVILLE TN 37210 621807653 10000 0 CHARITABLE BRIDGES OF WILLIAMSON CO PO BOX 1592 FRANKLIN TN 37065 621753127 10000 0 CHARITABLE CREATIVETS 672A WESTBORO D NASHVILLE TN 37209 463617663 10000 0 CHARITABLE FRANKTOWN OPEN HEARS MINISTRY 320 MAIN ST STE 200 FRANKLIN TN 37604 202862970 10000 0 CHARITABLE MY BAG MY STORY PO BOX 1033 BRENTWOOD TN 37024 832750160 10000 0 CHARITABLE SCHOLARSHIPS 13 60500 SCHOLARSHIPS BRI LOVETT 1 5000 ASSISTANCE TO RECOVER FROM DISASTER PART I, LINE 2: THE BOARD MONITORS RECIPIENTS USE OF FUNDS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 WAS DISTRIBUTED VIA EMAIL TO THE PRESIDENT, PRESIDENT ELECT, AND SECRETARY PRIOR TO THE REQUIRED FILING DUE DATE AND AT THE PRESIDENT'S DISCRETION, WAS DISTRIBUTED TO ALL OTHER BOARD MEMBERS FOR COMMENT. IF APPLICABLE AND SHOULD THEY HAVE ANY COMMENT, BOARD MEMBERS WERE ASKED TO RESPOND IN SOME REASONABLE PERIOD OF TIME PRIOR TO FILING OF THE TAX RETURN. AFTER THIS BRIEF COMMENTARY PERIOD, ANY "NON-RESPONSE" WAS ASSUMED TO REPRESENT THE BOARD MEMBERS ACCEPTANCE OF THE RETURN WITH NO FURTHER ACTION NECESSARY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION DOES NOT HAVE A CONFLICT OF INTEREST POLICY. ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G POSTAGE, MAILING SERVICE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 488. TOTAL EXPENSES 488. SUPPLIES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 339. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 339. PAYPAL FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 118. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 118. MERCHANT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,573. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,573. REGISTRATION FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 1,451. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,451. DIRECT EXPENSES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 46,787. TOTAL EXPENSES 46,787. ROTARY CLUB OF BRENTWOOD PO BOX 382 BRENTWOOD TN 370241869 626110455 HUMANITARIAN SERVICE TN (C)(4) 509(A)(2) N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0