Nonprofit · EIN 27-4432411
BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC
Tax-exempt · LOUISVILLE, KY 40202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990-PF | $1,306,294 | $2,805,765 | -$1,499,471 | $8,284,658 | $0 | $8,284,658 |
| November 30, 2023 | 990-PF | $2,295,998 | $3,158,446 | -$862,448 | $9,072,100 | $0 | $9,072,100 |
Financial details: 990-PF for the year ended November 30, 2024
Revenue
- Dividends
- $761,916
- Interest
- $24
- Net gain from sales of assets
- $544,354
Expenses
- Grants and similar amounts paid
- $2,654,206
- Compensation of officers, directors and key employees
- $0
- Disbursements for charitable purposes
- $2,760,745
- Excise tax on investment income
- $17,967
Balance sheet and other
- Total assets, start of year
- $9,072,100
- Total assets, end of year
- $8,284,658
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,284,658
- Fair market value of assets
- $34,193,683
- Qualifying distributions
- $2,760,745
- Net investment income
- $1,306,294
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-PF for the year ended November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUGUSTA BROWN HOLLAND C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202 | DIRECTOR | 0.5 | $0 |
| BROOKE BROWN BARZUN C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202 | DIRECTOR/PRESIDENT | 0.5 | $0 |
| OWSLEY BROWN III C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202 | DIRECTOR/SECRETARY | 0.5 | $0 |
| MATTHEW BARZUN C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202 | DIRECTOR/TREASURER | 0.5 | $0 |
990-PF for the year ended November 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AUGUSTA BROWN HOLLAND C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202 | DIRECTOR | 0.5 | $0 |
| BROOKE BROWN BARZUN C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202 | DIRECTOR/PRESIDENT | 0.5 | $0 |
| OWSLEY BROWN III C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202 | DIRECTOR/SECRETARY | 0.5 | $0 |
| MATTHEW BARZUN C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202 | DIRECTOR/TREASURER | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 427 W MUHAMMAD ALI BLVD STE 801, LOUISVILLE, KY 40202-2328
- In care of
- % MARY DENNIS JONES
- Signed the 990-PF
- BROOKE BROWN BARZUN, DIRECTOR
- Phone
- (502) 805-7200
- Return prepared by
- SUMMIT CPA
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990-PF on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990-PF on file |
IRS record
- EIN
- 27-4432411
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2013
- Accounting year ends
- November
- Files
- Form 990-PF
- Assets (IRS master file)
- $8,284,658
- Income (IRS master file)
- $1,862,591
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | November 2024 | $1,306,294 | $2,805,765 | $8,284,658 | XML |
| 990-PF | November 2023 | $2,295,998 | $3,158,446 | $9,072,100 | XML |
| 990-PF | November 2022 | – | – | – | IRS |
| 990-PF | November 2021 | – | – | – | IRS |
| 990-PF | November 2020 | – | – | – | IRS |
| 990-PF | November 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 27-4432411).
Questions about BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC
- What is the EIN of BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC?
- The employer identification number (EIN) of BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC is 27-4432411.
- Is BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
- Are donations to BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC file?
- Form 990-PF. Private foundations file every year.
- When is the next return of BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended November 2024.
- Who are the officers and directors of BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC?
- The 990-PF for the year ended November 30, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does BROOKE BROWN BARZUN PHILANTHROPIC FOUNDATION INC have?
- On its 990-PF for the year ended November 30, 2024 it reported revenue of $1,306,294, expenses of $2,805,765 and total assets of $8,284,658 at year end.
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