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Nonprofit · EIN 27-4432014

OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC

Tax-exempt · LOUISVILLE, KY 40202

Financials

$2.5M$3.3M2022$1.5M$2.8M2023
Revenue Expenses · by fiscal year end
Financials of OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2024990-PF$1,489,451$2,847,593-$1,358,142$15,489,888$6,350,000$9,139,888
November 30, 2023990-PF$2,454,301$3,275,486-$821,185$9,441,429$0$9,441,429
Financial details: 990-PF for the year ended November 30, 2024

Revenue

Dividends
$775,248
Net gain from sales of assets
$714,203

Expenses

Grants and similar amounts paid
$2,710,992
Compensation of officers, directors and key employees
$0
Disbursements for charitable purposes
$2,797,267
Excise tax on investment income
$20,473

Balance sheet and other

Total assets, start of year
$9,441,429
Total assets, end of year
$15,489,888
Total liabilities, end of year
$6,350,000
Net assets, end of year
$9,139,888
Fair market value of assets
$41,513,711
Qualifying distributions
$2,797,267
Net investment income
$1,489,451

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.

NameTitleHours / weekCompensation
OWSLEY BROWN III
C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202
DIRECTOR/PRESIDENT/SECRETA0.5$0
BROOKE BROWN BARZUN
C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202
DIRECTOR0.5$0
AUGUSTA BROWN HOLLAND
C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202
DIRECTOR0.5$0
CHRISTINA LEE BROWN
C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202
DIRECTOR0.5$0
990-PF for the year ended November 30, 2023: 4 people
NameTitleHours / weekCompensation
OWSLEY BROWN III
C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202
DIRECTOR/PRESIDENT/SECRETA0.5$0
BROOKE BROWN BARZUN
C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202
DIRECTOR0.5$0
AUGUSTA BROWN HOLLAND
C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202
DIRECTOR0.5$0
CHRISTINA LEE BROWN
C/O ZELKOVA STRATEGIC PARTNERS LLC, 427 W MUHAMMAD ALI BLVD SUITE 80, LOUISVILLE, KY 40202
DIRECTOR0.5$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
OWSLEY BROWN III, 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 yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026Not on file
2023November 30, 2024April 15, 2025990-PF on file
2022November 30, 2023April 15, 2024990-PF on file

IRS record

EIN
27-4432014
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)
$15,489,888
Income (IRS master file)
$2,221,799

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFNovember 2024$1,489,451$2,847,593$15,489,888IRS
990-PFNovember 2023$2,454,301$3,275,486$9,441,429XML
990-PFNovember 2022–––IRS
990-PFNovember 2021–––IRS
990-PFNovember 2020–––IRS
990-PFNovember 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 27-4432014).

Questions about OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC

What is the EIN of OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC?
The employer identification number (EIN) of OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC is 27-4432014.
Is OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2013.
Are donations to OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC file?
Form 990-PF. Private foundations file every year.
When is the next return of OWSLEY BROWN III 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 OWSLEY BROWN III 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 OWSLEY BROWN III 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 OWSLEY BROWN III PHILANTHROPIC FOUNDATION INC have?
On its 990-PF for the year ended November 30, 2024 it reported revenue of $1,489,451, expenses of $2,847,593 and total assets of $15,489,888 at year end.

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